MONETARY MANAGEMENT GROUP INC
ST LOUIS MO · SEC CIK 0001133014
$4.88亿2026Q2 申报市值
335持仓数
38.4%前十大占比 · 第一大 7.3%
14 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOGL 加仓+$201.74万
MU 加仓+$121.78万
AMAT 加仓+$118.93万
XEL 加仓+$96.36万
SNDK 新建仓+$87.54万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$523.35万
AAPL 减仓-$456.47万
AMZN 减仓-$259.08万
DELL 减仓-$137.85万
Honeywell Intern 重新持有-$114.19万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp Com | $3,578.31万 | 7.34% | 178,835 | -2,260 | -1.2% | -$45.22万 | 减仓 |
| AAPL | Apple Inc Com | $3,044.85万 | 6.25% | 105,227 | -15,775 | -13.0% | -$456.47万 | 减仓 |
| MSFT | Microsoft Corp Com | $2,084.10万 | 4.27% | 55,871 | -14,030 | -20.1% | -$523.35万 | 减仓 |
| AVGO | Broadcom Inc Com | $1,878.93万 | 3.85% | 49,740 | -390 | -0.8% | -$14.73万 | 减仓 |
| LLY | Lilly Eli & Co Com | $1,772.16万 | 3.63% | 14,775 | -875 | -5.6% | -$104.95万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $1,747.72万 | 3.58% | 48,905 | 5,645 | 13.0% | $201.74万 | 加仓 |
| LRCX | Lam Research Corp | $1,533.12万 | 3.14% | 35,380 | -1,910 | -5.1% | -$82.77万 | 减仓 |
| MU | Micron Technology | $1,325.70万 | 2.72% | 11,485 | 1,055 | 10.1% | $121.78万 | 加仓 |
| CAT | Caterpillar Inc. | $891.53万 | 1.83% | 8,372 | 635 | 8.2% | $67.62万 | 加仓 |
| ABBV | Abbvie Inc Com | $883.38万 | 1.81% | 35,105 | 875 | 2.6% | $22.02万 | 加仓 |
| AMZN | Amazon.Com Inc Com | $846.11万 | 1.74% | 35,500 | -10,870 | -23.4% | -$259.08万 | 减仓 |
| KLAC | KLA Corporation | $814.01万 | 1.67% | 26,980 | -150 | -0.6% | -$4.53万 | 减仓 |
| HD | Home Depot Inc Com | $802.17万 | 1.65% | 22,745 | 75 | 0.3% | $2.65万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $781.83万 | 1.60% | 23,885 | -450 | -1.8% | -$14.73万 | 减仓 |
| META | Meta Platforms Inc. | $761.57万 | 1.56% | 13,520 | -325 | -2.3% | -$18.31万 | 减仓 |
| AMD | Advanced Micro Devices | $683.44万 | 1.40% | 11,765 | 1,270 | 12.1% | $73.78万 | 加仓 |
| IWF | I Shares Tr Russell 1000 Growth Index | $669.70万 | 1.37% | 53,934 | 2,350 | 4.6% | $29.18万 | 加仓 |
| DELL | Dell Technologies Inc | $623.46万 | 1.28% | 14,450 | -3,195 | -18.1% | -$137.85万 | 减仓 |
| IWD | I Shares Russell 1000 Value Index | $587.34万 | 1.20% | 24,227 | 835 | 3.6% | $20.24万 | 加仓 |
| CRWD | Crowdstrike Hldgs Inc | $530.76万 | 1.09% | 6,955 | -75 | -1.1% | -$5.72万 | 减仓 |
| GOOG | Alphabet Inc (C) | $511.45万 | 1.05% | 14,475 | -125 | -0.9% | -$4.42万 | 减仓 |
| AMGN | Amgen, Inc. | $476.95万 | 0.98% | 13,171 | -125 | -0.9% | -$4.53万 | 减仓 |
| JNJ | Johnson & Johnson | $432.89万 | 0.89% | 17,045 | 450 | 2.7% | $11.43万 | 加仓 |
| MA | Mastercard Inc Cl A | $411.91万 | 0.84% | 8,020 | -100 | -1.2% | -$5.14万 | 减仓 |
| DVY | IShares Select Dividend | $391.53万 | 0.80% | 25,050 | 3,800 | 17.9% | $59.39万 | 加仓 |
| TSLA | Tesla, Inc | $375.93万 | 0.77% | 8,938 | -80 | -0.9% | -$3.36万 | 减仓 |
| COST | Costco Wholesale Corp | $362.96万 | 0.74% | 3,880 | -60 | -1.5% | -$5.61万 | 减仓 |
| V | Visa Inc Com Cl A | $356.99万 | 0.73% | 10,405 | -125 | -1.2% | -$4.29万 | 减仓 |
| XLK | Sector Spdr Tr Shs Ben Int Technology | $335.79万 | 0.69% | 17,625 | 540 | 3.2% | $10.29万 | 加仓 |
| GE | GE Aerospace | $320.14万 | 0.66% | 8,566 | 1,580 | 22.6% | $59.05万 | 加仓 |
| SOXX | Ishares Phlx Semiconductor | $309.81万 | 0.64% | 4,835 | -300 | -5.8% | -$19.22万 | 减仓 |
| WMT | Wal Mart Stores, Inc. | $299.95万 | 0.62% | 26,483 | -300 | -1.1% | -$3.40万 | 减仓 |
| RTX | RTX Corporation | $299.83万 | 0.61% | 15,803 | -550 | -3.4% | -$10.44万 | 减仓 |
| CVX | Chevron Corp | $293.11万 | 0.60% | 17,683 | -1,800 | -9.2% | -$29.84万 | 减仓 |
| UNH | Unitedhealth Group Inc. | $292.31万 | 0.60% | 7,033 | -50 | -0.7% | -$2.08万 | 减仓 |
| PM | Philip Morris Intl Inc | $286.20万 | 0.59% | 15,820 | -800 | -4.8% | -$14.47万 | 减仓 |
| APH | Amphenol Corp Cl A | $283.26万 | 0.58% | 16,065 | -25 | -0.2% | -$4,408 | 减仓 |
| PANW | Palo Alto Networks, Inc. | $282.54万 | 0.58% | 8,285 | 0 | 0.0% | — | 不变 |
| LHX | L3harris Tech Com | $278.39万 | 0.57% | 9,580 | -825 | -7.9% | -$23.97万 | 减仓 |
| ORCL | Oracle Corp Com | $266.06万 | 0.55% | 18,155 | -200 | -1.1% | -$2.93万 | 减仓 |
| ASML | ASML Holding | $253.65万 | 0.52% | 1,275 | 0 | 0.0% | — | 不变 |
| ORLY | O Reilly Automotive Inc | $232.53万 | 0.48% | 25,250 | -50 | -0.2% | -$4,604 | 减仓 |
| IWM | IShares Russell 2000 Index Fd | $230.75万 | 0.47% | 7,680 | 500 | 7.0% | $15.02万 | 加仓 |
| PEP | Pepsico Inc Com | $229.90万 | 0.47% | 16,979 | -1,423 | -7.7% | -$19.27万 | 减仓 |
| AMAT | Applied Materials Inc. | $229.19万 | 0.47% | 3,170 | 1,645 | 107.9% | $118.93万 | 加仓 |
| PG | Procter & Gamble | $227.79万 | 0.47% | 15,534 | -275 | -1.7% | -$4.03万 | 减仓 |
| IVV | IShares S&P 500 Index | $217.18万 | 0.45% | 2,900 | 0 | 0.0% | — | 不变 |
| PH | Parker Hannifin Corp | $215.68万 | 0.44% | 2,205 | -30 | -1.3% | -$2.93万 | 减仓 |
| TSM | Taiwan Semiconductor | $214.91万 | 0.44% | 4,500 | 100 | 2.3% | $4.78万 | 加仓 |
| GEV | GE Vernova Com | $213.82万 | 0.44% | 1,820 | 475 | 35.3% | $55.81万 | 加仓 |
| DE | Deere & Company | $213.77万 | 0.44% | 3,370 | -180 | -5.1% | -$11.42万 | 减仓 |
| SYK | Stryker Corp | $213.24万 | 0.44% | 6,773 | -475 | -6.6% | -$14.95万 | 减仓 |
| QCOM | Qualcomm Inc | $208.81万 | 0.43% | 11,300 | -625 | -5.2% | -$11.55万 | 减仓 |
| MRK | Merck & Co Inc | $201.55万 | 0.41% | 15,685 | -300 | -1.9% | -$3.85万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $199.56万 | 0.41% | 3,988 | -350 | -8.1% | -$17.51万 | 减仓 |
| CSCO | Cisco Systems Inc. | $194.98万 | 0.40% | 16,600 | -2,275 | -12.1% | -$26.72万 | 减仓 |
| IBM | IBM Corp | $190.44万 | 0.39% | 6,772 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $188.39万 | 0.39% | 20,762 | -1,135 | -5.2% | -$10.30万 | 减仓 |
| XLF | Select Sector SPDR Financial | $187.23万 | 0.38% | 34,925 | -1,300 | -3.6% | -$6.97万 | 减仓 |
| XLY | Select Sector Spider Con Disc | $186.83万 | 0.38% | 15,930 | 450 | 2.9% | $5.28万 | 加仓 |
| CMI | Cummins Inc. | $177.23万 | 0.36% | 2,485 | 100 | 4.2% | $7.13万 | 加仓 |
| MCD | Mcdonald's Corporation | $176.62万 | 0.36% | 6,534 | 0 | 0.0% | — | 不变 |
| TJX | TJX Cos. Inc. | $174.45万 | 0.36% | 11,515 | -400 | -3.4% | -$6.06万 | 减仓 |
| LOW | Lowes Co. | $171.23万 | 0.35% | 7,766 | -125 | -1.6% | -$2.76万 | 减仓 |
| INTC | Intel Corporation | $170.35万 | 0.35% | 12,200 | -1,250 | -9.3% | -$17.45万 | 减仓 |
| IWR | Ishares Russell Midcap Index Fund | $167.74万 | 0.34% | 15,205 | 1,100 | 7.8% | $12.14万 | 加仓 |
| SHW | Sherwin Williams Co | $163.14万 | 0.33% | 4,738 | -75 | -1.6% | -$2.58万 | 减仓 |
| OKE | Oneok Inc. | $158.23万 | 0.32% | 18,200 | -1,350 | -6.9% | -$11.74万 | 减仓 |
| GS | Goldman Sachs Group | $155.25万 | 0.32% | 1,535 | -175 | -10.2% | -$17.70万 | 减仓 |
| QQQ | Invesco QQQ Trust | $154.64万 | 0.32% | 2,100 | 250 | 13.5% | $18.41万 | 加仓 |
| XLE | Select SPDR Energy | $153.56万 | 0.31% | 28,914 | -2,800 | -8.8% | -$14.87万 | 减仓 |
| IDV | IShares International Select Dividend | $149.15万 | 0.31% | 36,000 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $145.18万 | 0.30% | 10,619 | -5 | -0.0% | -$684 | 减仓 |
| XLI | Select Sector Spider Industrial | $144.02万 | 0.30% | 7,775 | 550 | 7.6% | $10.19万 | 加仓 |
| WMB | Williams Co.S | $142.36万 | 0.29% | 19,150 | -4,850 | -20.2% | -$36.05万 | 减仓 |
| SPY | Standard & Poors Dep Rec Trust | $138.90万 | 0.28% | 1,860 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc Com | $130.16万 | 0.27% | 18,230 | -1,700 | -8.5% | -$12.14万 | 减仓 |
| CVS | CVS Health Corporation | $126.73万 | 0.26% | 12,250 | 0 | 0.0% | — | 不变 |
| ET | Energy Transfer Partners, LP | $122.37万 | 0.25% | 64,000 | 0 | 0.0% | — | 不变 |
| TYG | Tortoise Energy Infrastructure Clsd Fund | $121.77万 | 0.25% | 28,405 | -11,607 | -29.0% | -$49.76万 | 减仓 |
| CDNS | Cadence Design Sys | $118.41万 | 0.24% | 3,155 | -25 | -0.8% | -$9,383 | 减仓 |
| ADP | Automatic Data Processing | $115.89万 | 0.24% | 5,175 | -100 | -1.9% | -$2.24万 | 减仓 |
| NEE | Nextera Energy Inc. | $114.98万 | 0.24% | 13,100 | -600 | -4.4% | -$5.27万 | 减仓 |
| AJG | Gallagher Arthur J | $113.52万 | 0.23% | 4,945 | 225 | 4.8% | $5.17万 | 加仓 |
| VZ | Verizon Communications | $111.78万 | 0.23% | 26,400 | -1,100 | -4.0% | -$4.66万 | 减仓 |
| PLTR | Palantir Technologies | $111.65万 | 0.23% | 9,570 | 2,450 | 34.4% | $28.58万 | 加仓 |
| OLN | Olin Corporation | $111.19万 | 0.23% | 56,100 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Prods Partners Lp | $110.87万 | 0.23% | 30,160 | 0 | 0.0% | — | 不变 |
| UNP | Union Pac Corp Com | $107.44万 | 0.22% | 3,950 | -300 | -7.1% | -$8.16万 | 减仓 |
| WELL | Welltower Inc. | $107.24万 | 0.22% | 4,725 | -200 | -4.1% | -$4.54万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $107.17万 | 0.22% | 2,695 | 1,375 | 104.2% | $54.68万 | 加仓 |
| KO | Coca Cola Co | $106.95万 | 0.22% | 13,160 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $105.26万 | 0.22% | 10,300 | 0 | 0.0% | — | 不变 |
| XEL | Xcel Energy | $100.38万 | 0.21% | 12,500 | 12,000 | 2,400.0% | $96.36万 | 加仓 |
| COF | Capital One Financial Corp | $100.29万 | 0.21% | 4,999 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison | $97.91万 | 0.20% | 8,850 | 0 | 0.0% | — | 不变 |
| SPG | Simon Property Group | $96.73万 | 0.20% | 4,325 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corp | $95.03万 | 0.19% | 4,350 | 625 | 16.8% | $13.65万 | 加仓 |
| IGV | IShares Expanded Tech-Software | $93.09万 | 0.19% | 10,275 | 3,600 | 53.9% | $32.62万 | 加仓 |
| XLU | S&P SPDR Utilities | $92.06万 | 0.19% | 20,304 | -100 | -0.5% | -$4,534 | 减仓 |