MONECO ADVISORS, LLC
FAIRFIELD CT · SEC CIK 0001765690
$12.89亿2026Q1 申报市值
515持仓数
27.1%前十大占比 · 第一大 4.7%
41 / 24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
SPYM 加仓+$724.58万
SPDW 加仓+$628.85万
SPEM 加仓+$385.59万
IWY 加仓+$343.50万
XSSPX 新建仓+$326.81万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$730.07万
NUVEEN S&P 500 B 清仓-$362.97万
GOOGL 减仓-$281.58万
BABA 清仓-$272.32万
TD 清仓-$265.25万
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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $24.53万 | 0.02% | 3,909 | -883 | -18.4% | -$5.54万 | 减仓 |
| ISCF | ISHARES TR | $24.78万 | 0.02% | 5,930 | 203 | 3.5% | $8,484 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.79万 | 0.02% | 3,062 | -171 | -5.3% | -$1.38万 | 减仓 |
| CRWV | COREWEAVE INC | $24.79万 | 0.02% | 3,200 | 3,200 | — | $24.79万 | 新建仓 |
| EQT | EQT CORP | $24.80万 | 0.02% | 3,897 | 7 | 0.2% | $445 | 加仓 |
| MYCH | SSGA ACTIVE TR | $24.97万 | 0.02% | 10,006 | 10,006 | — | $24.97万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $25.01万 | 0.02% | 1,270 | 312 | 32.6% | $6.14万 | 重新持有 |
| PYLD | PIMCO ETF TR | $25.30万 | 0.02% | 9,655 | 536 | 5.9% | $1.40万 | 加仓 |
| IEF | ISHARES TR | $25.37万 | 0.02% | 2,658 | -338 | -11.3% | -$3.23万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.68万 | 0.02% | 8,419 | 79 | 0.9% | $2,409 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $25.86万 | 0.02% | 7,933 | 1,505 | 23.4% | $4.91万 | 加仓 |
| EXEL | EXELIXIS INC | $26.18万 | 0.02% | 6,104 | -34 | -0.6% | -$1,458 | 减仓 |
| BIIB | BIOGEN INC | $26.33万 | 0.02% | 1,436 | 17 | 1.2% | $3,117 | 加仓 |
| IBB | ISHARES TR | $26.62万 | 0.02% | 1,576 | -104 | -6.2% | -$1.76万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $26.63万 | 0.02% | 9,275 | 1,321 | 16.6% | $3.79万 | 加仓 |
| FSK | FS KKR CAP CORP | $26.63万 | 0.02% | 26,162 | 3,398 | 14.9% | $3.46万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $26.64万 | 0.02% | 9,488 | -2,347 | -19.8% | -$6.59万 | 减仓 |
| MS | MORGAN STANLEY | $26.70万 | 0.02% | 1,622 | 1,622 | — | $26.70万 | 新建仓 |
| AIQ | GLOBAL X FDS | $26.71万 | 0.02% | 5,722 | 5,722 | — | $26.71万 | 新建仓 |
| TGT | TARGET CORP | $26.75万 | 0.02% | 2,207 | -35 | -1.6% | -$4,242 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $27.04万 | 0.02% | 4,625 | 122 | 2.7% | $7,133 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $27.08万 | 0.02% | 7,492 | 7,492 | — | $27.08万 | 新建仓 |
| EOG | EOG RES INC | $27.19万 | 0.02% | 1,881 | 94 | 5.3% | $1.36万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $27.23万 | 0.02% | 849 | 100 | 13.4% | $3.21万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $27.32万 | 0.02% | 1,378 | -125 | -8.3% | -$2.48万 | 减仓 |
| IWO | ISHARES TR | $27.48万 | 0.02% | 876 | -9 | -1.0% | -$2,824 | 减仓 |
| CRH | CRH PLC | $27.52万 | 0.02% | 2,618 | 299 | 12.9% | $3.14万 | 加仓 |
| HDEF | DBX ETF TR | $27.58万 | 0.02% | 8,511 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.60万 | 0.02% | 7,183 | 800 | 12.5% | $3.07万 | 加仓 |
| IBMP | ISHARES TR | $27.84万 | 0.02% | 10,943 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $27.84万 | 0.02% | 627 | 22 | 3.6% | $9,769 | 加仓 |
| IWS | ISHARES TR | $27.90万 | 0.02% | 1,914 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $27.91万 | 0.02% | 10,933 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $27.92万 | 0.02% | 10,893 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $27.93万 | 0.02% | 7,015 | 7,015 | — | $27.93万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $28.11万 | 0.02% | 6,281 | 60 | 1.0% | $2,686 | 加仓 |
| ITA | ISHARES TR | $28.14万 | 0.02% | 1,287 | 1,287 | — | $28.14万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $28.47万 | 0.02% | 4,038 | 523 | 14.9% | $3.69万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $28.51万 | 0.02% | 1,813 | -113 | -5.9% | -$1.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.81万 | 0.02% | 738 | -76 | -9.3% | -$2.97万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.82万 | 0.02% | 6,638 | -1,438 | -17.8% | -$6.24万 | 减仓 |
| IBTG | ISHARES TR | $28.85万 | 0.02% | 12,588 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $29.01万 | 0.02% | 5,290 | 5,290 | — | $29.01万 | 新建仓 |
| IBTH | ISHARES TR | $29.03万 | 0.02% | 12,942 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $29.22万 | 0.02% | 2,628 | 370 | 16.4% | $4.11万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $29.45万 | 0.02% | 12,984 | -573 | -4.2% | -$1.30万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $29.61万 | 0.02% | 6,648 | 6,648 | — | $29.61万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $30.06万 | 0.02% | 12,972 | -663 | -4.9% | -$1.54万 | 减仓 |
| ESGU | ISHARES TR | $30.23万 | 0.02% | 2,138 | 16 | 0.8% | $2,262 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $30.27万 | 0.02% | 2,536 | -39 | -1.5% | -$4,655 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $30.30万 | 0.02% | 4,264 | 28 | 0.7% | $1,989 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $30.38万 | 0.02% | 6,322 | -1,498 | -19.2% | -$7.20万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $30.40万 | 0.02% | 1,871 | 134 | 7.7% | $2.18万 | 加仓 |
| VPU | VANGUARD WORLD FD | $30.54万 | 0.02% | 1,542 | -8 | -0.5% | -$1,585 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $30.60万 | 0.02% | 705 | 29 | 4.3% | $1.26万 | 加仓 |
| IONQ | IONQ INC | $30.67万 | 0.02% | 10,638 | 532 | 5.3% | $1.53万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $30.83万 | 0.02% | 3,134 | 272 | 9.5% | $2.68万 | 加仓 |
| — | SSGA ACTIVE TR | $30.86万 | 0.02% | 12,406 | 12,406 | — | $30.86万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.02万 | 0.02% | 670 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $31.22万 | 0.02% | 5,943 | -615 | -9.4% | -$3.23万 | 减仓 |
| ALB | ALBEMARLE CORP | $31.26万 | 0.02% | 1,741 | -30 | -1.7% | -$5,387 | 减仓 |
| ISCV | ISHARES TR | $31.31万 | 0.02% | 4,504 | -346 | -7.1% | -$2.41万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.35万 | 0.02% | 1,031 | 121 | 13.3% | $3.68万 | 加仓 |
| STIP | ISHARES TR | $31.58万 | 0.02% | 3,053 | 22 | 0.7% | $2,275 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $31.97万 | 0.02% | 2,364 | 6 | 0.3% | $811 | 加仓 |
| CALF | PACER FDS TR | $32.09万 | 0.02% | 7,151 | -1,932 | -21.3% | -$8.67万 | 减仓 |
| IBHF | ISHARES TR | $32.36万 | 0.03% | 14,099 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $32.55万 | 0.03% | 3,463 | 349 | 11.2% | $3.28万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $33.03万 | 0.03% | 2,822 | 602 | 27.1% | $7.05万 | 加仓 |
| EFV | ISHARES TR | $33.09万 | 0.03% | 4,450 | -1,182 | -21.0% | -$8.79万 | 减仓 |
| PTMC | PACER FDS TR | $33.13万 | 0.03% | 9,059 | -180 | -1.9% | -$6,583 | 减仓 |
| FTNT | FORTINET INC | $33.37万 | 0.03% | 4,083 | -283 | -6.5% | -$2.31万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.44万 | 0.03% | 1,369 | -48 | -3.4% | -$1.17万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.84万 | 0.03% | 1,212 | -9 | -0.7% | -$2,513 | 减仓 |
| RSG | REPUBLIC SVCS INC | $34.05万 | 0.03% | 1,555 | 30 | 2.0% | $6,570 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $34.94万 | 0.03% | 13,905 | 2,397 | 20.8% | $6.02万 | 加仓 |
| KR | KROGER CO | $35.11万 | 0.03% | 4,852 | -95 | -1.9% | -$6,874 | 减仓 |
| KHC | KRAFT HEINZ CO | $35.13万 | 0.03% | 15,622 | 2,179 | 16.2% | $4.90万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $35.16万 | 0.03% | 515 | 151 | 41.5% | $10.31万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $35.30万 | 0.03% | 6,125 | 278 | 4.8% | $1.60万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.58万 | 0.03% | 8,119 | 2,096 | 34.8% | $9.18万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $35.80万 | 0.03% | 19,869 | 2,295 | 13.1% | $4.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $36.60万 | 0.03% | 4,747 | 4,747 | — | $36.60万 | 新建仓 |
| SRE | SEMPRA | $37.08万 | 0.03% | 3,816 | 1,391 | 57.4% | $13.52万 | 加仓 |
| INTU | INTUIT | $37.23万 | 0.03% | 861 | -83 | -8.8% | -$3.59万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $37.50万 | 0.03% | 9,621 | 2,141 | 28.6% | $8.35万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $37.58万 | 0.03% | 7,328 | 17 | 0.2% | $872 | 加仓 |
| IGF | ISHARES TR | $37.59万 | 0.03% | 5,610 | -122 | -2.1% | -$8,174 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $37.74万 | 0.03% | 4,381 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $37.99万 | 0.03% | 13,064 | -3,704 | -22.1% | -$10.77万 | 减仓 |
| IHE | ISHARES TR | $38.00万 | 0.03% | 4,384 | 4,384 | — | $38.00万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.21万 | 0.03% | 4,071 | 800 | 24.5% | $7.51万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.40万 | 0.03% | 1,113 | 202 | 22.2% | $6.97万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.43万 | 0.03% | 15,527 | -22 | -0.1% | -$544 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $38.74万 | 0.03% | 15,435 | 8 | 0.1% | $201 | 加仓 |
| GM | GENERAL MTRS CO | $38.75万 | 0.03% | 5,201 | -600 | -10.3% | -$4.47万 | 减仓 |
| KLAC | KLA CORP | $38.94万 | 0.03% | 264 | -75 | -22.1% | -$11.06万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.99万 | 0.03% | 846 | 118 | 16.2% | $5.44万 | 加仓 |
| IWV | ISHARES TR | $39.17万 | 0.03% | 1,057 | -3 | -0.3% | -$1,112 | 减仓 |
| RIO | RIO TINTO PLC | $39.20万 | 0.03% | 4,202 | 291 | 7.4% | $2.71万 | 加仓 |