MONETARY MANAGEMENT GROUP INC
ST LOUIS MO · SEC CIK 0001133014
$4.19亿2026Q1 申报市值
332持仓数
39.1%前十大占比 · 第一大 7.5%
16 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LRCX 新建仓+$796.74万
GEV 加仓+$112.17万
GE 加仓+$103.86万
ADBE 加仓+$54.09万
AJG 加仓+$50.25万
2026Q1 卖出最多 按季末市值估算
LRCX 清仓-$669.66万
NVDA 减仓-$75.95万
QCOM 减仓-$70.19万
TMO 减仓-$45.96万
LNG 减仓-$42.56万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices | $213.50万 | 0.51% | 10,495 | -125 | -1.2% | -$2.54万 | 减仓 |
| ABT | Abbott Laboratories | $224.82万 | 0.54% | 21,897 | -100 | -0.5% | -$1.03万 | 减仓 |
| XLK | Sector Spdr Tr Shs Ben Int Technology | $227.06万 | 0.54% | 17,085 | 325 | 1.9% | $4.32万 | 加仓 |
| PG | Procter & Gamble | $228.35万 | 0.55% | 15,809 | 159 | 1.0% | $2.30万 | 加仓 |
| ORLY | O Reilly Automotive Inc | $233.54万 | 0.56% | 25,300 | 125 | 0.5% | $1.15万 | 加仓 |
| SYK | Stryker Corp | $238.16万 | 0.57% | 7,248 | 25 | 0.3% | $8,215 | 加仓 |
| ORCL | Oracle Corp Com | $270.02万 | 0.64% | 18,355 | -180 | -1.0% | -$2.65万 | 减仓 |
| CRWD | Crowdstrike Hldgs Inc | $274.46万 | 0.66% | 7,030 | -205 | -2.8% | -$8.00万 | 减仓 |
| PM | Philip Morris Intl Inc | $274.80万 | 0.66% | 16,620 | 25 | 0.2% | $4,134 | 加仓 |
| PEP | Pepsico Inc Com | $285.76万 | 0.68% | 18,402 | -1,550 | -7.8% | -$24.07万 | 减仓 |
| DELL | Dell Technologies Inc | $289.61万 | 0.69% | 17,645 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $315.45万 | 0.75% | 16,353 | 25 | 0.2% | $4,823 | 加仓 |
| V | Visa Inc Com Cl A | $318.26万 | 0.76% | 10,530 | -50 | -0.5% | -$1.51万 | 减仓 |
| DVY | IShares Select Dividend | $321.75万 | 0.77% | 21,250 | 0 | 0.0% | — | 不变 |
| WMT | Wal Mart Stores, Inc. | $332.86万 | 0.79% | 26,783 | -1,675 | -5.9% | -$20.82万 | 减仓 |
| TSLA | Tesla, Inc | $335.24万 | 0.80% | 9,018 | 135 | 1.5% | $5.02万 | 加仓 |
| MU | Micron Technology | $352.37万 | 0.84% | 10,430 | 615 | 6.3% | $20.78万 | 加仓 |
| LHX | L3harris Tech Com | $359.13万 | 0.86% | 10,405 | 1,130 | 12.2% | $39.00万 | 加仓 |
| COST | Costco Wholesale Corp | $392.59万 | 0.94% | 3,940 | 50 | 1.3% | $4.98万 | 加仓 |
| KLAC | Kla Corporation | $399.46万 | 0.95% | 2,713 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $403.10万 | 0.96% | 19,483 | -225 | -1.1% | -$4.66万 | 减仓 |
| JNJ | Johnson & Johnson | $405.65万 | 0.97% | 16,595 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc Cl A | $405.72万 | 0.97% | 8,120 | 70 | 0.9% | $3.50万 | 加仓 |
| GOOG | Alphabet Inc (C) | $418.82万 | 1.00% | 14,600 | -150 | -1.0% | -$4.30万 | 减仓 |
| AMGN | Amgen, Inc. | $467.82万 | 1.12% | 13,296 | 25 | 0.2% | $8,796 | 加仓 |
| IWD | I Shares Russell 1000 Value Index | $499.82万 | 1.19% | 23,392 | 910 | 4.0% | $19.44万 | 加仓 |
| CAT | Caterpillar Inc. | $548.14万 | 1.31% | 7,737 | -50 | -0.6% | -$3.54万 | 减仓 |
| IWF | I Shares Tr Russell 1000 Growth Index | $549.89万 | 1.31% | 12,896 | -80 | -0.6% | -$3.41万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $715.84万 | 1.71% | 24,335 | 110 | 0.5% | $3.24万 | 加仓 |
| ABBV | Abbvie Inc Com | $744.47万 | 1.78% | 34,230 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc Com | $745.59万 | 1.78% | 22,670 | -50 | -0.2% | -$1.64万 | 减仓 |
| META | Meta Platforms Inc. | $792.11万 | 1.89% | 13,845 | 40 | 0.3% | $2.29万 | 加仓 |
| LRCX | Lam Research Corp | $796.74万 | 1.90% | 37,290 | 37,290 | — | $796.74万 | 新建仓 |
| AMZN | Amazon.Com Inc Com | $965.75万 | 2.31% | 46,370 | 55 | 0.1% | $1.15万 | 加仓 |
| GOOGL | Alphabet Inc Cl A | $1,243.98万 | 2.97% | 43,260 | 390 | 0.9% | $11.21万 | 加仓 |
| LLY | Lilly Eli & Co Com | $1,439.44万 | 3.44% | 15,650 | -305 | -1.9% | -$28.05万 | 减仓 |
| AVGO | Broadcom Inc Com | $1,551.57万 | 3.71% | 50,130 | 245 | 0.5% | $7.58万 | 加仓 |
| MSFT | Microsoft Corp Com | $2,587.53万 | 6.18% | 69,901 | 230 | 0.3% | $8.51万 | 加仓 |
| AAPL | Apple Inc Com | $3,070.91万 | 7.33% | 121,002 | -525 | -0.4% | -$13.32万 | 减仓 |
| NVDA | Nvidia Corp Com | $3,158.30万 | 7.54% | 181,095 | -4,355 | -2.3% | -$75.95万 | 减仓 |