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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $69.10万 | 0.05% | 5,215 | -36 | -0.7% | -$4,770 | 减仓 |
| PTIN | PACER FDS TR | $69.71万 | 0.05% | 21,436 | 270 | 1.3% | $8,780 | 加仓 |
| IYK | ISHARES TR | $69.81万 | 0.05% | 9,969 | -5,771 | -36.7% | -$40.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $69.95万 | 0.05% | 4,363 | 1,234 | 39.4% | $19.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.31万 | 0.05% | 13,009 | 1,800 | 16.1% | $9.73万 | 加仓 |
| QCOM | QUALCOMM INC | $70.80万 | 0.05% | 5,497 | -36 | -0.7% | -$4,636 | 减仓 |
| MP | MP MATERIALS CORP | $71.82万 | 0.06% | 14,881 | -20 | -0.1% | -$965 | 减仓 |
| BP | BP PLC | $71.92万 | 0.06% | 15,302 | -742 | -4.6% | -$3.49万 | 减仓 |
| SHY | ISHARES TR | $72.23万 | 0.06% | 8,747 | 2,096 | 31.5% | $17.31万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $72.45万 | 0.06% | 2,111 | 122 | 6.1% | $4.19万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $72.63万 | 0.06% | 15,826 | 557 | 3.6% | $2.56万 | 加仓 |
| ADI | ANALOG DEVICES INC | $75.81万 | 0.06% | 2,383 | 126 | 5.6% | $4.01万 | 加仓 |
| FXI | ISHARES TR | $76.39万 | 0.06% | 21,280 | 421 | 2.0% | $1.51万 | 加仓 |
| IBDW | ISHARES TR | $77.84万 | 0.06% | 37,189 | 4,688 | 14.4% | $9.81万 | 加仓 |
| CRM | SALESFORCE INC | $78.01万 | 0.06% | 4,179 | -497 | -10.6% | -$9.28万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $78.36万 | 0.06% | 2,687 | -5 | -0.2% | -$1,458 | 减仓 |
| LRCX | LAM RESEARCH CORP | $81.02万 | 0.06% | 3,792 | 246 | 6.9% | $5.26万 | 加仓 |
| TDTT | FLEXSHARES TR | $81.56万 | 0.06% | 33,647 | 6,594 | 24.4% | $15.98万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $82.60万 | 0.06% | 13,296 | 2,305 | 21.0% | $14.32万 | 加仓 |
| IUSV | ISHARES TR | $85.11万 | 0.07% | 8,324 | -472 | -5.4% | -$4.83万 | 减仓 |
| IWB | ISHARES TR | $85.30万 | 0.07% | 2,392 | 4 | 0.2% | $1,426 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $86.55万 | 0.07% | 11,753 | -2,277 | -16.2% | -$16.77万 | 减仓 |
| TJX | TJX COS INC NEW | $86.64万 | 0.07% | 5,425 | -674 | -11.1% | -$10.76万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $87.32万 | 0.07% | 14,397 | 889 | 6.6% | $5.39万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $88.50万 | 0.07% | 12,101 | -175 | -1.4% | -$1.28万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $91.90万 | 0.07% | 6,205 | 1,380 | 28.6% | $20.44万 | 加仓 |
| WM | WASTE MGMT INC DEL | $92.97万 | 0.07% | 4,046 | -531 | -11.6% | -$12.20万 | 减仓 |
| SHOP | SHOPIFY INC | $94.17万 | 0.07% | 7,939 | 1,144 | 16.8% | $13.57万 | 加仓 |
| EWZ | ISHARES INC | $95.29万 | 0.07% | 24,822 | -131 | -0.5% | -$5,029 | 减仓 |
| IWR | ISHARES TR | $95.46万 | 0.07% | 9,818 | -2,378 | -19.5% | -$23.12万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $96.12万 | 0.07% | 15,524 | 516 | 3.4% | $3.20万 | 加仓 |
| DGRW | WISDOMTREE TR | $96.18万 | 0.07% | 10,950 | 110 | 1.0% | $9,662 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $96.89万 | 0.08% | 28,854 | 333 | 1.2% | $1.12万 | 加仓 |
| DIS | DISNEY WALT CO | $97.12万 | 0.08% | 10,077 | -260 | -2.5% | -$2.51万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $97.39万 | 0.08% | 46,046 | 3,071 | 7.1% | $6.50万 | 加仓 |
| IEMG | ISHARES INC | $97.56万 | 0.08% | 13,987 | -1,593 | -10.2% | -$11.11万 | 减仓 |
| BX | BLACKSTONE INC | $97.94万 | 0.08% | 8,517 | 1,686 | 24.7% | $19.39万 | 加仓 |
| TFLO | ISHARES TR | $99.07万 | 0.08% | 19,568 | 536 | 2.8% | $2.71万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $99.67万 | 0.08% | 16,578 | -34 | -0.2% | -$2,044 | 减仓 |
| IVW | ISHARES TR | $100.15万 | 0.08% | 8,854 | 109 | 1.2% | $1.23万 | 加仓 |
| ENB | ENBRIDGE INC | $100.85万 | 0.08% | 18,628 | 389 | 2.1% | $2.11万 | 加仓 |
| DLN | WISDOMTREE TR | $100.94万 | 0.08% | 11,300 | 542 | 5.0% | $4.84万 | 加仓 |
| SO | SOUTHERN CO | $101.14万 | 0.08% | 10,479 | -801 | -7.1% | -$7.73万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.39万 | 0.08% | 3,747 | 69 | 1.9% | $1.87万 | 加仓 |
| IBDV | ISHARES TR | $101.84万 | 0.08% | 46,524 | 8,628 | 22.8% | $18.89万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $105.43万 | 0.08% | 2,938 | 102 | 3.6% | $3.66万 | 加仓 |
| MTUM | ISHARES TR | $105.45万 | 0.08% | 4,394 | -110 | -2.4% | -$2.64万 | 减仓 |
| CMI | CUMMINS INC | $108.06万 | 0.08% | 2,008 | 127 | 6.8% | $6.83万 | 加仓 |
| MGV | VANGUARD WORLD FD | $109.96万 | 0.09% | 7,586 | -6,026 | -44.3% | -$87.35万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $110.39万 | 0.09% | 20,887 | -1,187 | -5.4% | -$6.27万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $111.00万 | 0.09% | 4,430 | 4 | 0.1% | $1,002 | 加仓 |
| BA | BOEING CO | $111.01万 | 0.09% | 5,578 | 173 | 3.2% | $3.44万 | 加仓 |
| NEM | NEWMONT CORP | $111.22万 | 0.09% | 10,274 | 219 | 2.2% | $2.37万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $115.26万 | 0.09% | 44,953 | -7,460 | -14.2% | -$19.13万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $115.52万 | 0.09% | 47,621 | 1,501 | 3.3% | $3.64万 | 加仓 |
| EFAV | ISHARES TR | $116.51万 | 0.09% | 12,751 | 828 | 6.9% | $7.57万 | 加仓 |
| UNP | UNION PAC CORP | $116.59万 | 0.09% | 4,805 | -16 | -0.3% | -$3,882 | 减仓 |
| CSCO | CISCO SYS INC | $116.96万 | 0.09% | 15,074 | 876 | 6.2% | $6.80万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $117.09万 | 0.09% | 68,596 | -657 | -0.9% | -$1.12万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $117.65万 | 0.09% | 1,947 | -7 | -0.4% | -$4,230 | 减仓 |
| IUSG | ISHARES TR | $117.74万 | 0.09% | 7,591 | -320 | -4.0% | -$4.96万 | 减仓 |
| IWD | ISHARES TR | $118.57万 | 0.09% | 5,549 | 5 | 0.1% | $1,068 | 加仓 |
| IWP | ISHARES TR | $119.07万 | 0.09% | 9,294 | 732 | 8.5% | $9.38万 | 加仓 |
| C | CITIGROUP INC | $121.09万 | 0.09% | 10,677 | -13,494 | -55.8% | -$153.04万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $123.41万 | 0.10% | 47,476 | 11,187 | 30.8% | $29.08万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $123.69万 | 0.10% | 22,675 | -589 | -2.5% | -$3.21万 | 减仓 |
| LRGF | ISHARES TR | $124.13万 | 0.10% | 18,807 | -3,801 | -16.8% | -$25.09万 | 减仓 |
| IJR | ISHARES TR | $124.34万 | 0.10% | 10,002 | -679 | -6.4% | -$8.44万 | 减仓 |
| AMGN | AMGEN INC | $125.59万 | 0.10% | 3,569 | 4 | 0.1% | $1,408 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $126.29万 | 0.10% | 7,472 | -33 | -0.4% | -$5,578 | 减仓 |
| ETN | EATON CORP PLC | $128.87万 | 0.10% | 3,603 | 554 | 18.2% | $19.82万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $129.81万 | 0.10% | 13,385 | -318 | -2.3% | -$3.08万 | 减仓 |
| GE | GE AEROSPACE | $129.83万 | 0.10% | 4,575 | 132 | 3.0% | $3.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $131.63万 | 0.10% | 2,634 | -159 | -5.7% | -$7.95万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $131.90万 | 0.10% | 26,395 | 10,596 | 67.1% | $52.95万 | 加仓 |
| ORCL | ORACLE CORP | $135.00万 | 0.10% | 9,177 | -826 | -8.3% | -$12.15万 | 减仓 |
| GEV | GE VERNOVA INC | $136.06万 | 0.11% | 1,559 | 709 | 83.4% | $61.88万 | 加仓 |
| PLD | PROLOGIS INC. | $138.11万 | 0.11% | 10,449 | -204 | -1.9% | -$2.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $138.73万 | 0.11% | 27,636 | -476 | -1.7% | -$2.39万 | 减仓 |
| — | HONEYWELL INTL INC | $140.24万 | 0.11% | 6,204 | 678 | 12.3% | $15.33万 | 加仓 |
| NOBL | PROSHARES TR | $141.11万 | 0.11% | 13,311 | -1,216 | -8.4% | -$12.89万 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $143.94万 | 0.11% | 70,144 | 37,296 | 113.5% | $76.53万 | 加仓 |
| — | SSGA ACTIVE TR | $144.63万 | 0.11% | 58,366 | -2,238 | -3.7% | -$5.55万 | 减仓 |
| LAND | GLADSTONE LD CORP | $148.18万 | 0.11% | 145,276 | 145,276 | — | $148.18万 | 新建仓 |
| MLPA | GLOBAL X FDS | $150.00万 | 0.12% | 27,845 | 412 | 1.5% | $2.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $151.40万 | 0.12% | 16,300 | 736 | 4.7% | $6.84万 | 加仓 |
| IJK | ISHARES TR | $152.27万 | 0.12% | 15,133 | -586 | -3.7% | -$5.90万 | 减仓 |
| AMAT | APPLIED MATLS INC | $153.91万 | 0.12% | 4,503 | -37 | -0.8% | -$1.26万 | 减仓 |
| PSX | PHILLIPS 66 | $154.67万 | 0.12% | 8,490 | -435 | -4.9% | -$7.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $156.43万 | 0.12% | 7,274 | 49 | 0.7% | $1.05万 | 加仓 |
| MRK | MERCK & CO INC | $156.56万 | 0.12% | 13,015 | 526 | 4.2% | $6.33万 | 加仓 |
| PFFA | ETFIS SER TR I | $158.52万 | 0.12% | 77,857 | 21,256 | 37.6% | $43.28万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $159.77万 | 0.12% | 33,189 | -2,794 | -7.8% | -$13.45万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $160.24万 | 0.12% | 23,873 | -3,592 | -13.1% | -$24.11万 | 减仓 |
| KO | COCA COLA CO | $161.36万 | 0.13% | 21,217 | 275 | 1.3% | $2.09万 | 加仓 |
| PFE | PFIZER INC | $161.85万 | 0.13% | 57,638 | 2,931 | 5.4% | $8.23万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $162.01万 | 0.13% | 60,746 | -1,230 | -2.0% | -$3.28万 | 减仓 |
| MCD | MCDONALDS CORP | $166.75万 | 0.13% | 5,365 | 10 | 0.2% | $3,108 | 加仓 |
| VOE | VANGUARD INDEX FDS | $166.88万 | 0.13% | 9,056 | 152 | 1.7% | $2.80万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $167.49万 | 0.13% | 21,186 | -12,289 | -36.7% | -$97.16万 | 减仓 |