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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $87.43万 | 0.22% | 17,417 | 9,332 | 115.4% | $46.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $85.29万 | 0.21% | 1,707 | -258 | -13.1% | -$12.89万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $84.65万 | 0.21% | 9,170 | -101 | -1.1% | -$9,323 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.27万 | 0.21% | 1,296 | -13 | -1.0% | -$8,453 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $82.36万 | 0.21% | 5,630 | 289 | 5.4% | $4.23万 | 加仓 |
| GE | GE AEROSPACE | $81.53万 | 0.20% | 2,873 | 56 | 2.0% | $1.59万 | 加仓 |
| NVS | NOVARTIS AG | $77.54万 | 0.19% | 5,076 | 690 | 15.7% | $10.54万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $76.63万 | 0.19% | 5,852 | -608 | -9.4% | -$7.96万 | 减仓 |
| WFC | WELLS FARGO & CO | $72.34万 | 0.18% | 9,087 | -91 | -1.0% | -$7,245 | 减仓 |
| NEE | NEXTERA ENERGY INC | $71.62万 | 0.18% | 7,711 | 921 | 13.6% | $8.55万 | 加仓 |
| C | CITIGROUP INC | $67.77万 | 0.17% | 5,976 | 13 | 0.2% | $1,474 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $66.27万 | 0.17% | 4,791 | 335 | 7.5% | $4.63万 | 加仓 |
| MPC | MARATHON PETE CORP | $66.01万 | 0.17% | 2,703 | 2 | 0.1% | $488 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $65.54万 | 0.16% | 2,423 | 2,423 | — | $65.54万 | 新建仓 |
| TTE | TOTALENERGIES SE | $65.47万 | 0.16% | 7,196 | -49 | -0.7% | -$4,458 | 减仓 |
| ARCC | ARES CAPITAL CORP | $64.51万 | 0.16% | 35,801 | -365 | -1.0% | -$6,577 | 减仓 |
| SNPS | SYNOPSYS INC | $63.36万 | 0.16% | 1,598 | -2 | -0.1% | -$793 | 减仓 |
| HSBC | HSBC HLDGS PLC | $62.70万 | 0.16% | 7,601 | 81 | 1.1% | $6,682 | 加仓 |
| PHM | PULTE GROUP INC | $62.52万 | 0.16% | 5,316 | -23 | -0.4% | -$2,705 | 减仓 |
| NUE | NUCOR CORP | $62.33万 | 0.16% | 3,686 | -85 | -2.3% | -$1.44万 | 减仓 |
| NEM | NEWMONT CORP | $61.69万 | 0.15% | 5,699 | 2,884 | 102.5% | $31.22万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $61.67万 | 0.15% | 3,306 | -19 | -0.6% | -$3,544 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $59.46万 | 0.15% | 984 | 60 | 6.5% | $3.63万 | 加仓 |
| ETN | EATON CORP PLC | $59.27万 | 0.15% | 1,657 | -265 | -13.8% | -$9.48万 | 减仓 |
| ORCL | ORACLE CORP | $58.79万 | 0.15% | 3,997 | -1,556 | -28.0% | -$22.89万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $57.93万 | 0.15% | 6,035 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $57.35万 | 0.14% | 657 | 2 | 0.3% | $1,746 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $56.24万 | 0.14% | 9,923 | -186 | -1.8% | -$1.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.34万 | 0.14% | 9,125 | 9,125 | — | $55.34万 | 新建仓 |
| IUSG | ISHARES TR | $55.08万 | 0.14% | 3,551 | 240 | 7.2% | $3.72万 | 加仓 |
| RLGT | RADIANT LOGISTICS INC | $53.93万 | 0.14% | 76,500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.36万 | 0.13% | 1,362 | 206 | 17.8% | $8.07万 | 加仓 |
| MCD | MCDONALDS CORP | $53.35万 | 0.13% | 1,717 | -125 | -6.8% | -$3.88万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $53.07万 | 0.13% | 126 | -29 | -18.7% | -$12.21万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.69万 | 0.13% | 599 | -5 | -0.8% | -$4,232 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.60万 | 0.13% | 1,056 | 14 | 1.3% | $6,709 | 加仓 |
| TSLA | TESLA INC | $50.26万 | 0.13% | 1,352 | -87 | -6.0% | -$3.23万 | 减仓 |
| COR | CENCORA INC | $48.79万 | 0.12% | 1,553 | 1 | 0.1% | $314 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $45.60万 | 0.11% | 30,873 | -87 | -0.3% | -$1,285 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $45.13万 | 0.11% | 25,286 | -1,027 | -3.9% | -$1.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.53万 | 0.11% | 1,318 | 1,318 | — | $44.53万 | 新建仓 |
| VTR | VENTAS INC | $44.28万 | 0.11% | 5,415 | -191 | -3.4% | -$1.56万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $43.85万 | 0.11% | 8,855 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $43.62万 | 0.11% | 487 | -10 | -2.0% | -$8,958 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.79万 | 0.11% | 11,012 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $42.65万 | 0.11% | 3,849 | -387 | -9.1% | -$4.29万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.94万 | 0.11% | 1,524 | -16 | -1.0% | -$4,403 | 减仓 |
| WELL | WELLTOWER INC | $41.70万 | 0.10% | 2,109 | -109 | -4.9% | -$2.16万 | 减仓 |
| T | AT&T INC | $41.08万 | 0.10% | 14,172 | -1,162 | -7.6% | -$3.37万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.00万 | 0.10% | 1,575 | -45 | -2.8% | -$1.17万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $39.57万 | 0.10% | 3,418 | -1,107 | -24.5% | -$12.82万 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.02万 | 0.10% | 1,928 | 1,928 | — | $38.02万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $37.95万 | 0.10% | 11,318 | 1,019 | 9.9% | $3.42万 | 加仓 |
| PEP | PEPSICO INC | $37.79万 | 0.09% | 2,434 | -176 | -6.7% | -$2.73万 | 减仓 |
| AFL | AFLAC INC | $37.53万 | 0.09% | 3,421 | -194 | -5.4% | -$2.13万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.38万 | 0.09% | 761 | 3 | 0.4% | $1,474 | 加仓 |
| PKG | PACKAGING CORP AMER | $37.35万 | 0.09% | 1,760 | -47 | -2.6% | -$9,974 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $37.07万 | 0.09% | 1,398 | 38 | 2.8% | $1.01万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $36.69万 | 0.09% | 1,258 | -53 | -4.0% | -$1.55万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $36.64万 | 0.09% | 2,318 | -58 | -2.4% | -$9,168 | 减仓 |
| IRM | IRON MTN INC DEL | $36.25万 | 0.09% | 3,549 | 4 | 0.1% | $409 | 加仓 |
| IDCC | INTERDIGITAL INC | $35.48万 | 0.09% | 1,175 | 2 | 0.2% | $604 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $35.45万 | 0.09% | 28,004 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $34.80万 | 0.09% | 1,238 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $34.16万 | 0.09% | 14,421 | -6,766 | -31.9% | -$16.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $33.74万 | 0.08% | 5,113 | -4,854 | -48.7% | -$32.03万 | 减仓 |
| KLAC | KLA CORP | $33.72万 | 0.08% | 229 | 13 | 6.0% | $1.91万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $33.29万 | 0.08% | 18,114 | -468 | -2.5% | -$8,602 | 减仓 |
| FDUS | FIDUS INVT CORP | $33.17万 | 0.08% | 19,039 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $33.15万 | 0.08% | 5,677 | -4,941 | -46.5% | -$28.86万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.75万 | 0.08% | 707 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $32.63万 | 0.08% | 1,381 | -206 | -13.0% | -$4.87万 | 减仓 |
| BLK | BLACKROCK INC | $32.62万 | 0.08% | 339 | 109 | 47.4% | $10.49万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $32.19万 | 0.08% | 1,871 | 1,871 | — | $32.19万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $31.77万 | 0.08% | 2,678 | 6 | 0.2% | $712 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $31.48万 | 0.08% | 11,430 | 11,430 | — | $31.48万 | 新建仓 |
| MUR | MURPHY OIL CORP | $30.86万 | 0.08% | 7,481 | -1,014 | -11.9% | -$4.18万 | 减仓 |
| VALE | VALE S A | $30.58万 | 0.08% | 19,222 | 457 | 2.4% | $7,271 | 加仓 |
| CMI | CUMMINS INC | $30.34万 | 0.08% | 564 | -5 | -0.9% | -$2,690 | 减仓 |
| AZO | AUTOZONE INC | $30.06万 | 0.08% | 89 | -35 | -28.2% | -$11.82万 | 减仓 |
| URI | UNITED RENTALS INC | $29.51万 | 0.07% | 405 | -11 | -2.6% | -$8,014 | 减仓 |
| GSK | GSK PLC | $29.01万 | 0.07% | 5,257 | 152 | 3.0% | $8,389 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $28.80万 | 0.07% | 1,578 | -14 | -0.9% | -$2,555 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $28.55万 | 0.07% | 873 | -20 | -2.2% | -$6,542 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.41万 | 0.07% | 939 | -29 | -3.0% | -$8,774 | 减仓 |
| STLD | STEEL DYNAMICS INC | $28.03万 | 0.07% | 1,557 | -74 | -4.5% | -$1.33万 | 减仓 |
| FICO | FAIR ISAAC CORP | $27.01万 | 0.07% | 253 | -67 | -20.9% | -$7.15万 | 减仓 |
| BAC | BANK AMERICA CORP | $26.40万 | 0.07% | 5,415 | -194 | -3.5% | -$9,457 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $25.95万 | 0.07% | 12,147 | -1,630 | -11.8% | -$3.48万 | 减仓 |
| RIO | RIO TINTO PLC | $24.59万 | 0.06% | 2,636 | 2,636 | — | $24.59万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $24.27万 | 0.06% | 13,286 | -430 | -3.1% | -$7,856 | 减仓 |
| MMM | 3M CO | $23.28万 | 0.06% | 1,603 | -122 | -7.1% | -$1.77万 | 减仓 |
| UNP | UNION PAC CORP | $23.13万 | 0.06% | 953 | -146 | -13.3% | -$3.54万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.98万 | 0.06% | 948 | 46 | 5.1% | $1.12万 | 加仓 |
| BKE | BUCKLE INC | $22.96万 | 0.06% | 4,559 | -1,496 | -24.7% | -$7.53万 | 减仓 |
| COKE | COCA COLA CONS INC | $22.79万 | 0.06% | 1,188 | -180 | -13.2% | -$3.45万 | 减仓 |
| — | VIRTUIX HOLDINGS INC. | $22.72万 | 0.06% | 33,555 | 33,555 | — | $22.72万 | 新建仓 |
| O | REALTY INCOME CORP | $22.54万 | 0.06% | 3,684 | 7 | 0.2% | $428 | 加仓 |
| EMR | EMERSON ELEC CO | $22.00万 | 0.06% | 1,679 | -5 | -0.3% | -$655 | 减仓 |
| CMCSA | COMCAST CORP NEW | $21.87万 | 0.05% | 7,616 | 664 | 9.6% | $1.91万 | 加仓 |