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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $39.24万 | 0.03% | 2,569 | -45 | -1.7% | -$6,874 | 减仓 |
| AFL | AFLAC INC | $39.73万 | 0.03% | 3,622 | -486 | -11.8% | -$5.33万 | 减仓 |
| AGG | ISHARES TR | $39.74万 | 0.03% | 4,004 | -341 | -7.8% | -$3.38万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $39.79万 | 0.03% | 26,441 | 44 | 0.2% | $662 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.86万 | 0.03% | 1,962 | -53 | -2.6% | -$1.08万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $39.98万 | 0.03% | 15,729 | 10 | 0.1% | $254 | 加仓 |
| BLK | BLACKROCK INC | $40.17万 | 0.03% | 418 | 102 | 32.3% | $9.80万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $40.18万 | 0.03% | 7,273 | 51 | 0.7% | $2,817 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $40.37万 | 0.03% | 15,775 | 944 | 6.4% | $2.42万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $40.70万 | 0.03% | 11,122 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $40.79万 | 0.03% | 3,438 | -4 | -0.1% | -$475 | 减仓 |
| IVE | ISHARES TR | $40.84万 | 0.03% | 1,934 | 22 | 1.2% | $4,646 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $40.86万 | 0.03% | 11,286 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $41.25万 | 0.03% | 4,344 | -830 | -16.0% | -$7.88万 | 减仓 |
| FDX | FEDEX CORP | $41.28万 | 0.03% | 1,159 | 191 | 19.7% | $6.80万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $41.31万 | 0.03% | 14,754 | 287 | 2.0% | $8,036 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $42.08万 | 0.03% | 2,306 | 183 | 8.6% | $3.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $42.32万 | 0.03% | 1,475 | 290 | 24.5% | $8.32万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $42.52万 | 0.03% | 896 | -35 | -3.8% | -$1.66万 | 减仓 |
| MTB | M & T BK CORP | $43.04万 | 0.03% | 2,082 | 9 | 0.4% | $1,860 | 加仓 |
| MCO | MOODYS CORP | $43.06万 | 0.03% | 987 | 443 | 81.4% | $19.33万 | 加仓 |
| CME | CME GROUP INC | $43.46万 | 0.03% | 1,471 | -161 | -9.9% | -$4.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.83万 | 0.03% | 892 | -169 | -15.9% | -$8.30万 | 减仓 |
| VALE | VALE S A | $43.85万 | 0.03% | 27,564 | 27,564 | — | $43.85万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.96万 | 0.03% | 4,762 | -829 | -14.8% | -$7.65万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.02万 | 0.03% | 3,362 | 51 | 1.5% | $6,678 | 加仓 |
| VGT | VANGUARD WORLD FD | $44.30万 | 0.03% | 635 | -204 | -24.3% | -$14.23万 | 减仓 |
| SHEL | SHELL PLC | $44.41万 | 0.03% | 4,776 | -2,996 | -38.5% | -$27.86万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $44.92万 | 0.03% | 12,436 | 454 | 3.8% | $1.64万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $45.19万 | 0.04% | 8,905 | 8,905 | — | $45.19万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $45.32万 | 0.04% | 4,132 | 4,132 | — | $45.32万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $46.43万 | 0.04% | 3,621 | 1 | 0.0% | $128 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $46.55万 | 0.04% | 1,547 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $46.66万 | 0.04% | 6,213 | 8 | 0.1% | $601 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.80万 | 0.04% | 1,123 | 113 | 11.2% | $4.71万 | 加仓 |
| ASML | ASML HLDG NV | $47.11万 | 0.04% | 357 | 31 | 9.5% | $4.09万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $47.18万 | 0.04% | 9,446 | -1,846 | -16.3% | -$9.22万 | 减仓 |
| — | TIDAL TRUST I | $47.47万 | 0.04% | 26,517 | 196 | 0.7% | $3,508 | 加仓 |
| GOVT | ISHARES TR | $47.70万 | 0.04% | 20,820 | -4,446 | -17.6% | -$10.19万 | 减仓 |
| BOTZ | GLOBAL X FDS | $47.79万 | 0.04% | 14,386 | 7,398 | 105.9% | $24.58万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $47.93万 | 0.04% | 535 | -11 | -2.0% | -$9,856 | 减仓 |
| EFG | ISHARES TR | $48.66万 | 0.04% | 4,369 | -73 | -1.6% | -$8,130 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $49.09万 | 0.04% | 9,756 | -1,041 | -9.6% | -$5.24万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $49.53万 | 0.04% | 19,883 | 2,796 | 16.4% | $6.97万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.62万 | 0.04% | 17,034 | 1 | 0.0% | $29 | 加仓 |
| GILD | GILEAD SCIENCES INC | $49.72万 | 0.04% | 3,568 | -124 | -3.4% | -$1.73万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $49.73万 | 0.04% | 6,542 | -170 | -2.5% | -$1.29万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $49.96万 | 0.04% | 16,811 | 1,808 | 12.1% | $5.37万 | 加仓 |
| EFA | ISHARES TR | $50.15万 | 0.04% | 5,163 | 1,971 | 61.7% | $19.14万 | 加仓 |
| DE | DEERE & CO | $50.28万 | 0.04% | 893 | -141 | -13.6% | -$7.94万 | 减仓 |
| CTAS | CINTAS CORP | $51.00万 | 0.04% | 3,015 | 3 | 0.1% | $507 | 加仓 |
| LIN | LINDE PLC | $51.05万 | 0.04% | 1,030 | -54 | -5.0% | -$2.68万 | 减仓 |
| OKE | ONEOK INC NEW | $51.24万 | 0.04% | 5,669 | 7 | 0.1% | $633 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $52.84万 | 0.04% | 10,331 | 810 | 8.5% | $4.14万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $53.36万 | 0.04% | 7,419 | 218 | 3.0% | $1.57万 | 加仓 |
| APP | APPLOVIN CORP | $54.61万 | 0.04% | 1,372 | 172 | 14.3% | $6.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.90万 | 0.04% | 2,614 | 402 | 18.2% | $8.44万 | 加仓 |
| ACWV | ISHARES INC | $55.00万 | 0.04% | 4,602 | 1,453 | 46.1% | $17.37万 | 加仓 |
| NTR | NUTRIEN LTD | $55.41万 | 0.04% | 7,343 | -1,161 | -13.7% | -$8.76万 | 减仓 |
| MMM | 3M CO | $55.67万 | 0.04% | 3,833 | 209 | 5.8% | $3.04万 | 加仓 |
| CVS | CVS HEALTH CORP | $55.79万 | 0.04% | 7,768 | -327 | -4.0% | -$2.35万 | 减仓 |
| QDEF | FLEXSHARES TR | $55.87万 | 0.04% | 6,999 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $56.08万 | 0.04% | 12,708 | 512 | 4.2% | $2.26万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $56.54万 | 0.04% | 23,298 | 23,298 | — | $56.54万 | 新建仓 |
| PFF | ISHARES TR | $56.81万 | 0.04% | 18,736 | 618 | 3.4% | $1.87万 | 加仓 |
| EMR | EMERSON ELEC CO | $57.46万 | 0.04% | 4,386 | -122 | -2.7% | -$1.60万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $57.52万 | 0.04% | 6,136 | 3,929 | 178.0% | $36.83万 | 加仓 |
| GLW | CORNING INC | $57.78万 | 0.04% | 4,249 | 114 | 2.8% | $1.55万 | 加仓 |
| IDV | ISHARES TR | $58.40万 | 0.05% | 13,723 | 13,723 | — | $58.40万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $58.81万 | 0.05% | 2,814 | -291 | -9.4% | -$6.08万 | 减仓 |
| — | GLOBAL X FDS | $58.83万 | 0.05% | 30,276 | 262 | 0.9% | $5,091 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $58.99万 | 0.05% | 7,523 | -527 | -6.5% | -$4.13万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $59.11万 | 0.05% | 4,924 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $59.46万 | 0.05% | 6,862 | 48 | 0.7% | $4,159 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $59.69万 | 0.05% | 49,536 | 2,923 | 6.3% | $3.52万 | 加仓 |
| — | COTERRA ENERGY INC | $59.93万 | 0.05% | 17,055 | 25 | 0.1% | $879 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.25万 | 0.05% | 14,163 | -102 | -0.7% | -$4,339 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $60.74万 | 0.05% | 6,132 | -80 | -1.3% | -$7,924 | 减仓 |
| QXO | QXO INC | $60.76万 | 0.05% | 31,287 | 1,758 | 6.0% | $3.41万 | 加仓 |
| TTE | TOTALENERGIES SE | $61.05万 | 0.05% | 6,711 | -270 | -3.9% | -$2.46万 | 减仓 |
| CB | CHUBB LTD SWITZ | $61.27万 | 0.05% | 1,880 | -12 | -0.6% | -$3,911 | 减仓 |
| WFC | WELLS FARGO & CO | $61.37万 | 0.05% | 7,709 | -148 | -1.9% | -$1.18万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $61.69万 | 0.05% | 2,677 | 11 | 0.4% | $2,535 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.26万 | 0.05% | 3,765 | 100 | 2.7% | $1.65万 | 加仓 |
| F | FORD MTR CO | $62.88万 | 0.05% | 54,492 | 2,266 | 4.3% | $2.61万 | 加仓 |
| IWL | ISHARES TR | $63.07万 | 0.05% | 3,930 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $63.31万 | 0.05% | 5,647 | -1,634 | -22.4% | -$18.32万 | 减仓 |
| AZN | ASTRAZENECA PLC | $63.80万 | 0.05% | 3,235 | 3,235 | — | $63.80万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $64.09万 | 0.05% | 6,243 | 103 | 1.7% | $1.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $64.95万 | 0.05% | 1,976 | -283 | -12.5% | -$9.30万 | 减仓 |
| ES | EVERSOURCE ENERGY | $65.06万 | 0.05% | 9,391 | 125 | 1.3% | $8,660 | 加仓 |
| AUSF | GLOBAL X FDS | $65.58万 | 0.05% | 13,564 | 7,825 | 136.3% | $37.83万 | 加仓 |
| D | DOMINION ENERGY INC | $65.78万 | 0.05% | 10,641 | -119 | -1.1% | -$7,357 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $67.45万 | 0.05% | 2,591 | 41 | 1.6% | $1.07万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $67.99万 | 0.05% | 6,577 | 75 | 1.2% | $7,753 | 加仓 |
| BE | BLOOM ENERGY CORP | $68.04万 | 0.05% | 5,022 | 5,022 | — | $68.04万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $68.11万 | 0.05% | 7,228 | 3,825 | 112.4% | $36.05万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $68.45万 | 0.05% | 8,031 | -50 | -0.6% | -$4,261 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $68.54万 | 0.05% | 2,266 | 109 | 5.1% | $3.30万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $68.81万 | 0.05% | 9,590 | 290 | 3.1% | $2.08万 | 加仓 |