Monument Capital Management
ALEXANDRIA VA · SEC CIK 0001729428
$3.99亿2026Q1 申报市值
217持仓数
20.5%前十大占比 · 第一大 2.8%
29 / 26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
IWS 新建仓+$669.38万
IEZ 新建仓+$570.12万
IGE 新建仓+$502.27万
ITA 新建仓+$473.97万
TLT 新建仓+$446.64万
2026Q1 卖出最多 按季末市值估算
VONG 清仓-$636.44万
FXO 清仓-$557.87万
XLK 清仓-$495.06万
XLU 清仓-$490.19万
EWH 清仓-$350.56万
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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC | $39.57万 | 0.10% | 3,418 | -1,107 | -24.5% | -$12.82万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.00万 | 0.10% | 1,575 | -45 | -2.8% | -$1.17万 | 减仓 |
| T | AT&T INC | $41.08万 | 0.10% | 14,172 | -1,162 | -7.6% | -$3.37万 | 减仓 |
| WELL | WELLTOWER INC | $41.70万 | 0.10% | 2,109 | -109 | -4.9% | -$2.16万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.94万 | 0.11% | 1,524 | -16 | -1.0% | -$4,403 | 减仓 |
| MLI | MUELLER INDS INC | $42.65万 | 0.11% | 3,849 | -387 | -9.1% | -$4.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.79万 | 0.11% | 11,012 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $43.62万 | 0.11% | 487 | -10 | -2.0% | -$8,958 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $43.85万 | 0.11% | 8,855 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $44.28万 | 0.11% | 5,415 | -191 | -3.4% | -$1.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.53万 | 0.11% | 1,318 | 1,318 | — | $44.53万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $45.13万 | 0.11% | 25,286 | -1,027 | -3.9% | -$1.83万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $45.60万 | 0.11% | 30,873 | -87 | -0.3% | -$1,285 | 减仓 |
| COR | CENCORA INC | $48.79万 | 0.12% | 1,553 | 1 | 0.1% | $314 | 加仓 |
| TSLA | TESLA INC | $50.26万 | 0.13% | 1,352 | -87 | -6.0% | -$3.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.60万 | 0.13% | 1,056 | 14 | 1.3% | $6,709 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.69万 | 0.13% | 599 | -5 | -0.8% | -$4,232 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $53.07万 | 0.13% | 126 | -29 | -18.7% | -$12.21万 | 减仓 |
| MCD | MCDONALDS CORP | $53.35万 | 0.13% | 1,717 | -125 | -6.8% | -$3.88万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.36万 | 0.13% | 1,362 | 206 | 17.8% | $8.07万 | 加仓 |
| RLGT | RADIANT LOGISTICS INC | $53.93万 | 0.14% | 76,500 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $55.08万 | 0.14% | 3,551 | 240 | 7.2% | $3.72万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.34万 | 0.14% | 9,125 | 9,125 | — | $55.34万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $56.24万 | 0.14% | 9,923 | -186 | -1.8% | -$1.05万 | 减仓 |
| GEV | GE VERNOVA INC | $57.35万 | 0.14% | 657 | 2 | 0.3% | $1,746 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $57.93万 | 0.15% | 6,035 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $58.79万 | 0.15% | 3,997 | -1,556 | -28.0% | -$22.89万 | 减仓 |
| ETN | EATON CORP PLC | $59.27万 | 0.15% | 1,657 | -265 | -13.8% | -$9.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $59.46万 | 0.15% | 984 | 60 | 6.5% | $3.63万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $61.67万 | 0.15% | 3,306 | -19 | -0.6% | -$3,544 | 减仓 |
| NEM | NEWMONT CORP | $61.69万 | 0.15% | 5,699 | 2,884 | 102.5% | $31.22万 | 加仓 |
| NUE | NUCOR CORP | $62.33万 | 0.16% | 3,686 | -85 | -2.3% | -$1.44万 | 减仓 |
| PHM | PULTE GROUP INC | $62.52万 | 0.16% | 5,316 | -23 | -0.4% | -$2,705 | 减仓 |
| HSBC | HSBC HLDGS PLC | $62.70万 | 0.16% | 7,601 | 81 | 1.1% | $6,682 | 加仓 |
| SNPS | SYNOPSYS INC | $63.36万 | 0.16% | 1,598 | -2 | -0.1% | -$793 | 减仓 |
| ARCC | ARES CAPITAL CORP | $64.51万 | 0.16% | 35,801 | -365 | -1.0% | -$6,577 | 减仓 |
| TTE | TOTALENERGIES SE | $65.47万 | 0.16% | 7,196 | -49 | -0.7% | -$4,458 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $65.54万 | 0.16% | 2,423 | 2,423 | — | $65.54万 | 新建仓 |
| MPC | MARATHON PETE CORP | $66.01万 | 0.17% | 2,703 | 2 | 0.1% | $488 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $66.27万 | 0.17% | 4,791 | 335 | 7.5% | $4.63万 | 加仓 |
| C | CITIGROUP INC | $67.77万 | 0.17% | 5,976 | 13 | 0.2% | $1,474 | 加仓 |
| NEE | NEXTERA ENERGY INC | $71.62万 | 0.18% | 7,711 | 921 | 13.6% | $8.55万 | 加仓 |
| WFC | WELLS FARGO & CO | $72.34万 | 0.18% | 9,087 | -91 | -1.0% | -$7,245 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $76.63万 | 0.19% | 5,852 | -608 | -9.4% | -$7.96万 | 减仓 |
| NVS | NOVARTIS AG | $77.54万 | 0.19% | 5,076 | 690 | 15.7% | $10.54万 | 加仓 |
| GE | GE AEROSPACE | $81.53万 | 0.20% | 2,873 | 56 | 2.0% | $1.59万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $82.36万 | 0.21% | 5,630 | 289 | 5.4% | $4.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.27万 | 0.21% | 1,296 | -13 | -1.0% | -$8,453 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $84.65万 | 0.21% | 9,170 | -101 | -1.1% | -$9,323 | 减仓 |
| MA | MASTERCARD INCORPORATED | $85.29万 | 0.21% | 1,707 | -258 | -13.1% | -$12.89万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $87.43万 | 0.22% | 17,417 | 9,332 | 115.4% | $46.85万 | 加仓 |
| AMGN | AMGEN INC | $93.80万 | 0.24% | 2,666 | -122 | -4.4% | -$4.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $96.05万 | 0.24% | 964 | 163 | 20.3% | $16.24万 | 加仓 |
| TFC | TRUIST FINL CORP | $102.53万 | 0.26% | 22,303 | 19 | 0.1% | $873 | 加仓 |
| SCI | SERVICE CORP INTL | $102.85万 | 0.26% | 12,465 | -206 | -1.6% | -$1.70万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $107.39万 | 0.27% | 6,495 | -7 | -0.1% | -$1,157 | 减仓 |
| NFLX | NETFLIX INC. | $107.65万 | 0.27% | 11,196 | -377 | -3.3% | -$3.62万 | 减仓 |
| MUSA | MURPHY USA INC | $108.77万 | 0.27% | 2,202 | -29 | -1.3% | -$1.43万 | 减仓 |
| GOOG | ALPHABET INC | $109.10万 | 0.27% | 3,803 | 52 | 1.4% | $1.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $115.04万 | 0.29% | 5,006 | -123 | -2.4% | -$2.83万 | 减仓 |
| TJX | TJX COS INC NEW | $116.31万 | 0.29% | 7,283 | -100 | -1.4% | -$1.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $117.79万 | 0.30% | 5,693 | 87 | 1.6% | $1.80万 | 加仓 |
| CSCO | CISCO SYS INC | $118.08万 | 0.30% | 15,218 | -589 | -3.7% | -$4.57万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $129.18万 | 0.32% | 11,414 | 637 | 5.9% | $7.21万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $130.02万 | 0.33% | 9,919 | 1,225 | 14.1% | $16.06万 | 加仓 |
| ABBV | ABBVIE INC | $134.48万 | 0.34% | 6,183 | -28 | -0.5% | -$6,090 | 减仓 |
| HD | HOME DEPOT INC | $139.73万 | 0.35% | 4,248 | -188 | -4.2% | -$6.18万 | 减仓 |
| KO | COCA COLA CO | $141.81万 | 0.36% | 18,647 | -440 | -2.3% | -$3.35万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.36% | 2 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $144.71万 | 0.36% | 31,972 | -37 | -0.1% | -$1,675 | 减仓 |
| META | META PLATFORMS INC | $146.83万 | 0.37% | 2,566 | -286 | -10.0% | -$16.37万 | 减仓 |
| EWT | ISHARES INC | $153.99万 | 0.39% | 21,713 | 21,713 | — | $153.99万 | 新建仓 |
| V | VISA INC | $167.54万 | 0.42% | 5,543 | -476 | -7.9% | -$14.39万 | 减仓 |
| GWW | WW GRAINGER INC | $168.39万 | 0.42% | 1,544 | -15 | -1.0% | -$1.64万 | 减仓 |
| EPOL | ISHARES TR | $180.13万 | 0.45% | 49,473 | -2,066 | -4.0% | -$7.52万 | 重新持有 |
| EWZ | ISHARES INC | $183.12万 | 0.46% | 47,701 | 47,701 | — | $183.12万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $200.28万 | 0.50% | 10,435 | -5 | -0.0% | -$960 | 减仓 |
| EVR | EVERCORE INC | $214.06万 | 0.54% | 7,171 | 57 | 0.8% | $1.70万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $214.39万 | 0.54% | 14,476 | -5,998 | -29.3% | -$88.83万 | 减仓 |
| FDX | FEDEX CORP | $215.47万 | 0.54% | 6,049 | 6,049 | — | $215.47万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $217.00万 | 0.54% | 4,585 | 4,092 | 830.0% | $193.67万 | 加仓 |
| AMZN | AMAZON COM INC | $220.37万 | 0.55% | 10,581 | -215 | -2.0% | -$4.48万 | 减仓 |
| LLY | ELI LILLY & CO | $222.45万 | 0.56% | 2,418 | -10 | -0.4% | -$9,200 | 减仓 |
| DDS | DILLARDS INC | $231.25万 | 0.58% | 4,042 | -156 | -3.7% | -$8.92万 | 减仓 |
| — | EXXON MOBIL CORP | $238.14万 | 0.60% | 14,037 | 42 | 0.3% | $7,125 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $238.37万 | 0.60% | 10,219 | 10,219 | — | $238.37万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $242.13万 | 0.61% | 14,580 | 358 | 2.5% | $5.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $245.53万 | 0.62% | 16,999 | -163 | -0.9% | -$2.35万 | 减仓 |
| FLS | FLOWSERVE CORP | $250.54万 | 0.63% | 34,083 | 9,171 | 36.8% | $67.42万 | 加仓 |
| AVGO | BROADCOM INC | $254.53万 | 0.64% | 8,224 | -293 | -3.4% | -$9.07万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $255.40万 | 0.64% | 7,961 | 37 | 0.5% | $1.19万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $258.44万 | 0.65% | 6,557 | 6,557 | — | $258.44万 | 新建仓 |
| MRK | MERCK & CO INC | $264.09万 | 0.66% | 21,955 | 3,265 | 17.5% | $39.27万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $267.75万 | 0.67% | 52,122 | 52,122 | — | $267.75万 | 新建仓 |
| INCY | INCYTE CORP | $269.23万 | 0.67% | 28,605 | 222 | 0.8% | $2.09万 | 加仓 |
| OSK | OSHKOSH CORP | $271.85万 | 0.68% | 18,467 | 18,467 | — | $271.85万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $276.73万 | 0.69% | 30,521 | -2 | -0.0% | -$181 | 减仓 |
| VLO | VALERO ENERGY CORP | $280.98万 | 0.70% | 11,372 | 9,465 | 496.3% | $233.86万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $286.02万 | 0.72% | 24,434 | 24,434 | — | $286.02万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $289.86万 | 0.73% | 15,418 | 15,418 | — | $289.86万 | 新建仓 |