Monument Capital Management
ALEXANDRIA VA · SEC CIK 0001729428
$4.97亿2026Q2 申报市值
262持仓数
19.9%前十大占比 · 第一大 2.4%
58 / 21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
IWO 新建仓+$771.61万
SOXX 新建仓+$749.30万
IHE 新建仓+$601.85万
IAT 新建仓+$578.25万
SPY 加仓+$460.31万
2026Q2 卖出最多 按季末市值估算
IWP 重新持有-$718.18万
IWS 清仓-$669.38万
IEZ 清仓-$570.12万
XLC 清仓-$510.33万
IGE 清仓-$502.27万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $1,201.24万 | 2.42% | 11,280 | -2,526 | -18.3% | -$269.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,164.99万 | 2.34% | 31,231 | 702 | 2.3% | $26.19万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,148.79万 | 2.31% | 5,796 | -236 | -3.9% | -$46.78万 | 减仓 |
| IWF | ISHARES TR | $1,043.62万 | 2.10% | 84,048 | 14,920 | 21.6% | $185.26万 | 加仓 |
| AAPL | APPLE INC | $985.91万 | 1.98% | 34,072 | 766 | 2.3% | $22.17万 | 加仓 |
| ITOT | ISHARES TR | $935.65万 | 1.88% | 56,958 | -2,024 | -3.4% | -$33.25万 | 减仓 |
| EME | EMCOR GROUP INC | $872.87万 | 1.76% | 10,518 | -356 | -3.3% | -$29.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $865.47万 | 1.74% | 20,059 | -937 | -4.5% | -$40.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $846.85万 | 1.70% | 11,713 | 372 | 3.3% | $26.90万 | 加仓 |
| GOOGL | ALPHABET INC | $828.00万 | 1.67% | 23,169 | 1,579 | 7.3% | $56.43万 | 加仓 |
| IWB | ISHARES TR | $808.14万 | 1.63% | 19,735 | -98 | -0.5% | -$4.01万 | 减仓 |
| IWO | ISHARES TR | $771.61万 | 1.55% | 19,586 | 19,586 | — | $771.61万 | 新建仓 |
| SOXX | ISHARES TR | $749.30万 | 1.51% | 11,694 | 11,694 | — | $749.30万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $716.25万 | 1.44% | 16,529 | -20 | -0.1% | -$8,667 | 减仓 |
| QQQ | INVESCO QQQ TR | $643.79万 | 1.29% | 8,742 | -218 | -2.4% | -$16.05万 | 减仓 |
| APH | AMPHENOL CORP | $612.75万 | 1.23% | 34,752 | -1,088 | -3.0% | -$19.18万 | 减仓 |
| IHE | ISHARES TR | $601.85万 | 1.21% | 60,787 | 60,787 | — | $601.85万 | 新建仓 |
| WMT | WALMART INC | $584.36万 | 1.18% | 51,594 | -769 | -1.5% | -$8.71万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $581.58万 | 1.17% | 63,826 | -59 | -0.1% | -$5,376 | 减仓 |
| IAT | ISHARES TR | $578.25万 | 1.16% | 92,951 | 92,951 | — | $578.25万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $577.82万 | 1.16% | 7,270 | -380 | -5.0% | -$30.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $557.09万 | 1.12% | 7,460 | 6,164 | 475.6% | $460.31万 | 加仓 |
| EMB | ISHARES TR | $552.04万 | 1.11% | 57,241 | 4,621 | 8.8% | $44.57万 | 加仓 |
| ITA | ISHARES TR | $549.35万 | 1.10% | 22,661 | 994 | 4.6% | $24.10万 | 加仓 |
| RL | RALPH LAUREN CORP | $540.73万 | 1.09% | 13,471 | -576 | -4.1% | -$23.12万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $530.29万 | 1.07% | 64,161 | 5,320 | 9.0% | $43.97万 | 加仓 |
| JBL | JABIL INC | $515.89万 | 1.04% | 13,383 | -307 | -2.2% | -$11.83万 | 减仓 |
| FLOT | ISHARES TR | $507.41万 | 1.02% | 99,394 | 6,354 | 6.8% | $32.44万 | 重新持有 |
| — | ISHARES INC | $506.57万 | 1.02% | 119,687 | -2,600 | -2.1% | -$11.00万 | 减仓 |
| IEI | ISHARES TR | $503.36万 | 1.01% | 42,857 | 3,809 | 9.8% | $44.74万 | 加仓 |
| MBB | ISHARES TR | $496.99万 | 1.00% | 52,580 | 4,771 | 10.0% | $45.10万 | 加仓 |
| EWP | ISHARES INC | $480.51万 | 0.97% | 80,907 | -1,455 | -1.8% | -$8.64万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $464.67万 | 0.93% | 19,560 | 132 | 0.7% | $3.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $459.62万 | 0.92% | 18,097 | 988 | 5.8% | $25.09万 | 加仓 |
| KLAC | KLA CORP | $458.81万 | 0.92% | 15,207 | 12,917 | 564.1% | $389.72万 | 加仓 |
| MTZ | MASTEC INC | $458.37万 | 0.92% | 11,017 | -335 | -3.0% | -$13.94万 | 减仓 |
| EXEL | EXELIXIS INC | $440.66万 | 0.89% | 80,989 | -1,868 | -2.3% | -$10.16万 | 减仓 |
| EWI | ISHARES INC | $437.68万 | 0.88% | 73,883 | -859 | -1.1% | -$5.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $437.59万 | 0.88% | 61,417 | -2,881 | -4.5% | -$20.53万 | 减仓 |
| EIS | ISHARES INC | $429.03万 | 0.86% | 35,542 | -529 | -1.5% | -$6.39万 | 减仓 |
| TPR | TAPESTRY INC | $405.78万 | 0.82% | 27,721 | -671 | -2.4% | -$9.82万 | 减仓 |
| EWC | ISHARES INC | $404.92万 | 0.81% | 70,250 | -24 | -0.0% | -$1,383 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $396.63万 | 0.80% | 6,430 | -127 | -1.9% | -$7.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $394.84万 | 0.79% | 12,063 | 543 | 4.7% | $17.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $393.47万 | 0.79% | 19,664 | 8 | 0.0% | $1,601 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $389.29万 | 0.78% | 7,926 | -47 | -0.6% | -$2.31万 | 减仓 |
| PWR | QUANTA SVCS INC | $378.69万 | 0.76% | 5,259 | -209 | -3.8% | -$15.05万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $377.50万 | 0.76% | 133,864 | -3,394 | -2.5% | -$9.57万 | 减仓 |
| ROST | ROSS STORES INC | $356.85万 | 0.72% | 16,765 | 15,792 | 1,623.0% | $336.14万 | 加仓 |
| AVGO | BROADCOM INC | $342.99万 | 0.69% | 9,080 | 856 | 10.4% | $32.33万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $333.49万 | 0.67% | 64,856 | 64,856 | — | $333.49万 | 新建仓 |
| NUE | NUCOR CORP | $326.80万 | 0.66% | 14,671 | 10,985 | 298.0% | $244.69万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $324.11万 | 0.65% | 14,983 | -435 | -2.8% | -$9.41万 | 减仓 |
| VLO | VALERO ENERGY CORP | $322.03万 | 0.65% | 12,365 | 993 | 8.7% | $25.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $308.61万 | 0.62% | 14,505 | 4,070 | 39.0% | $86.59万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $307.66万 | 0.62% | 23,216 | -520 | -2.2% | -$6.89万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $304.70万 | 0.61% | 13,279 | 11,722 | 752.9% | $268.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $303.65万 | 0.61% | 8,206 | 245 | 3.1% | $9.07万 | 加仓 |
| LLY | ELI LILLY & CO | $303.27万 | 0.61% | 2,528 | 110 | 4.5% | $13.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $297.24万 | 0.60% | 2,575 | 1,257 | 95.4% | $145.10万 | 加仓 |
| TKR | TIMKEN CO | $294.99万 | 0.59% | 20,299 | 20,299 | — | $294.99万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $292.19万 | 0.59% | 29,199 | -1,322 | -4.3% | -$13.23万 | 减仓 |
| MRK | MERCK & CO INC | $291.24万 | 0.59% | 22,665 | 710 | 3.2% | $9.12万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $282.31万 | 0.57% | 26,478 | 26,478 | — | $282.31万 | 新建仓 |
| AMZN | AMAZON COM INC | $280.76万 | 0.56% | 11,780 | 1,199 | 11.3% | $28.58万 | 加仓 |
| IWM | ISHARES TR | $278.94万 | 0.56% | 9,284 | 9,284 | — | $278.94万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $274.07万 | 0.55% | 14,552 | -28 | -0.2% | -$5,274 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $269.36万 | 0.54% | 23,892 | -542 | -2.2% | -$6.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $266.04万 | 0.54% | 18,143 | 1,144 | 6.7% | $16.78万 | 加仓 |
| EVR | EVERCORE INC | $262.09万 | 0.53% | 7,676 | 505 | 7.0% | $17.24万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $261.19万 | 0.53% | 50,278 | -1,844 | -3.5% | -$9.58万 | 减仓 |
| EFA | ISHARES TR | $252.53万 | 0.51% | 24,310 | 24,310 | — | $252.53万 | 新建仓 |
| R | RYDER SYS INC | $248.67万 | 0.50% | 9,428 | 9,428 | — | $248.67万 | 新建仓 |
| BWA | BORGWARNER INC | $241.98万 | 0.49% | 36,443 | 36,443 | — | $241.98万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $240.61万 | 0.48% | 10,138 | -81 | -0.8% | -$1.92万 | 减仓 |
| EWT | ISHARES INC | $236.24万 | 0.48% | 21,751 | 38 | 0.2% | $4,127 | 加仓 |
| NTAP | NETAPP INC | $222.73万 | 0.45% | 14,392 | 14,392 | — | $222.73万 | 新建仓 |
| V | VISA INC | $213.30万 | 0.43% | 6,217 | 674 | 12.2% | $23.12万 | 加仓 |
| GWW | WW GRAINGER INC | $210.01万 | 0.42% | 1,544 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $201.80万 | 0.41% | 17,180 | 1,962 | 12.9% | $23.05万 | 加仓 |
| FDX | FEDEX CORP | $201.80万 | 0.41% | 6,444 | 395 | 6.5% | $12.37万 | 加仓 |
| — | EXXON MOBIL CORP | $198.66万 | 0.40% | 14,531 | 494 | 3.5% | $6.75万 | 加仓 |
| EPOL | ISHARES TR | $190.72万 | 0.38% | 49,396 | -77 | -0.2% | -$2,973 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $188.34万 | 0.38% | 29,199 | -2,773 | -8.7% | -$17.89万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $181.71万 | 0.37% | 1,883 | 521 | 38.3% | $50.28万 | 加仓 |
| THD | ISHARES INC | $176.91万 | 0.36% | 24,466 | 24,466 | — | $176.91万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $167.60万 | 0.34% | 2,624 | 201 | 8.3% | $12.84万 | 加仓 |
| ABBV | ABBVIE INC | $163.65万 | 0.33% | 6,503 | 320 | 5.2% | $8.05万 | 加仓 |
| META | META PLATFORMS INC | $161.46万 | 0.32% | 2,866 | 300 | 11.7% | $16.90万 | 加仓 |
| KO | COCA COLA CO | $161.26万 | 0.32% | 19,842 | 1,195 | 6.4% | $9.71万 | 加仓 |
| GOOG | ALPHABET INC | $156.47万 | 0.31% | 4,428 | 625 | 16.4% | $22.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $154.98万 | 0.31% | 12,267 | -15,679 | -56.1% | -$198.09万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.30% | 2 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.12万 | 0.30% | 2,960 | 1,904 | 180.3% | $95.27万 | 加仓 |
| HD | HOME DEPOT INC | $148.03万 | 0.30% | 4,197 | -51 | -1.2% | -$1.80万 | 减仓 |
| DINO | HF SINCLAIR CORP | $146.80万 | 0.30% | 21,077 | 21,077 | — | $146.80万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $136.76万 | 0.28% | 9,996 | 77 | 0.8% | $1.05万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $135.44万 | 0.27% | 12,243 | 829 | 7.3% | $9.17万 | 加仓 |
| MCK | MCKESSON CORP | $134.65万 | 0.27% | 1,782 | -3,827 | -68.2% | -$289.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $126.34万 | 0.25% | 6,984 | 489 | 7.5% | $8.85万 | 加仓 |