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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $169.18万 | 0.13% | 2,000 | -26 | -1.3% | -$2.20万 | 减仓 |
| EWL | ISHARES INC | $176.12万 | 0.14% | 29,948 | -102 | -0.3% | -$5,999 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $178.03万 | 0.14% | 86,014 | -123 | -0.1% | -$2,546 | 减仓 |
| IJH | ISHARES TR | $179.02万 | 0.14% | 26,509 | -2,603 | -8.9% | -$17.58万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $179.57万 | 0.14% | 30,549 | 1,080 | 3.7% | $6.35万 | 加仓 |
| KKR | KKR & CO INC | $181.59万 | 0.14% | 19,631 | -466 | -2.3% | -$4.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $183.36万 | 0.14% | 28,614 | -3,378 | -10.6% | -$21.65万 | 减仓 |
| PEP | PEPSICO INC | $184.11万 | 0.14% | 11,856 | -2,022 | -14.6% | -$31.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $188.97万 | 0.15% | 6,580 | -674 | -9.3% | -$19.36万 | 减仓 |
| BAC | BANK AMERICA CORP | $189.03万 | 0.15% | 38,775 | -1,685 | -4.2% | -$8.21万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $190.22万 | 0.15% | 27,798 | 27,798 | — | $190.22万 | 新建仓 |
| IWM | ISHARES TR | $190.55万 | 0.15% | 7,683 | -407 | -5.0% | -$10.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $193.77万 | 0.15% | 3,243 | 423 | 15.0% | $25.27万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $197.50万 | 0.15% | 13,471 | -907 | -6.3% | -$13.30万 | 减仓 |
| ILF | ISHARES TR | $198.65万 | 0.15% | 55,927 | 8,710 | 18.4% | $30.94万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $199.67万 | 0.15% | 94,924 | -16,747 | -15.0% | -$35.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $201.52万 | 0.16% | 5,963 | 78 | 1.3% | $2.64万 | 加仓 |
| QUAL | ISHARES TR | $204.94万 | 0.16% | 10,685 | -803 | -7.0% | -$15.40万 | 减仓 |
| REMX | VANECK ETF TRUST | $205.33万 | 0.16% | 23,333 | 8 | 0.0% | $704 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $206.15万 | 0.16% | 14,093 | 1,027 | 7.9% | $15.02万 | 加仓 |
| T | AT&T INC | $212.59万 | 0.16% | 73,332 | -142 | -0.2% | -$4,117 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $214.69万 | 0.17% | 16,154 | -936 | -5.5% | -$12.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $218.91万 | 0.17% | 10,761 | 147 | 1.4% | $2.99万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $219.97万 | 0.17% | 87,363 | 3,990 | 4.8% | $10.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $222.20万 | 0.17% | 10,228 | 1 | 0.0% | $217 | 加仓 |
| WMT | WALMART INC | $223.41万 | 0.17% | 17,976 | 671 | 3.9% | $8.34万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $224.33万 | 0.17% | 7,422 | 470 | 6.8% | $14.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $227.15万 | 0.18% | 8,673 | -574 | -6.2% | -$15.03万 | 减仓 |
| NFLX | NETFLIX INC. | $228.80万 | 0.18% | 23,796 | 262 | 1.1% | $2.52万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $229.04万 | 0.18% | 25,822 | -574 | -2.2% | -$5.09万 | 减仓 |
| IVV | ISHARES TR | $231.08万 | 0.18% | 3,538 | -123 | -3.4% | -$8.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $236.89万 | 0.18% | 12,343 | -695 | -5.3% | -$13.34万 | 减仓 |
| IWF | ISHARES TR | $244.01万 | 0.19% | 5,722 | -200 | -3.4% | -$8.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $244.70万 | 0.19% | 16,941 | -621 | -3.5% | -$8.97万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $246.18万 | 0.19% | 32,740 | -278 | -0.8% | -$2.09万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $246.26万 | 0.19% | 19,680 | -667 | -3.3% | -$8.35万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $248.79万 | 0.19% | 11,956 | 74 | 0.6% | $1.54万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $257.27万 | 0.20% | 50,966 | -5,241 | -9.3% | -$26.46万 | 减仓 |
| MINT | PIMCO ETF TR | $257.56万 | 0.20% | 25,610 | 1,954 | 8.3% | $19.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $264.61万 | 0.21% | 11,136 | 2,360 | 26.9% | $56.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $265.08万 | 0.21% | 2,660 | 50 | 1.9% | $4.98万 | 加仓 |
| GUNR | FLEXSHARES TR | $267.15万 | 0.21% | 48,431 | 3,102 | 6.8% | $17.11万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $269.43万 | 0.21% | 83,543 | -7,812 | -8.6% | -$25.19万 | 减仓 |
| V | VISA INC | $269.99万 | 0.21% | 8,933 | 216 | 2.5% | $6.53万 | 加仓 |
| ECH | ISHARES INC | $272.43万 | 0.21% | 68,518 | -340 | -0.5% | -$1.35万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $273.29万 | 0.21% | 46,147 | 1,904 | 4.3% | $11.28万 | 加仓 |
| IBDU | ISHARES TR | $280.19万 | 0.22% | 120,459 | 13,915 | 13.1% | $32.37万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $281.11万 | 0.22% | 134,630 | 23,806 | 21.5% | $49.71万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $284.05万 | 0.22% | 114,289 | 20,237 | 21.5% | $50.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $284.47万 | 0.22% | 57,621 | 23,277 | 67.8% | $114.92万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $285.08万 | 0.22% | 136,404 | -527 | -0.4% | -$1.10万 | 减仓 |
| MCK | MCKESSON CORP | $286.09万 | 0.22% | 3,306 | -8 | -0.2% | -$6,923 | 减仓 |
| HGER | HARBOR ETF TRUST | $286.72万 | 0.22% | 92,461 | 4,738 | 5.4% | $14.69万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $301.27万 | 0.23% | 59,527 | 1,494 | 2.6% | $7.56万 | 加仓 |
| HD | HOME DEPOT INC | $302.61万 | 0.23% | 9,201 | 458 | 5.2% | $15.06万 | 加仓 |
| PTNQ | PACER FDS TR | $306.99万 | 0.24% | 42,076 | -8,984 | -17.6% | -$65.55万 | 减仓 |
| GDX | VANECK ETF TRUST | $319.10万 | 0.25% | 34,772 | 3,269 | 10.4% | $30.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $319.14万 | 0.25% | 36,200 | 488 | 1.4% | $4.30万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $326.81万 | 0.25% | 203,365 | 203,365 | — | $326.81万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $333.63万 | 0.26% | 55,365 | -460 | -0.8% | -$2.77万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $334.19万 | 0.26% | 63,342 | -929 | -1.4% | -$4.90万 | 减仓 |
| IEFA | ISHARES TR | $336.11万 | 0.26% | 37,127 | -244 | -0.7% | -$2.21万 | 减仓 |
| MLPX | GLOBAL X FDS | $339.31万 | 0.26% | 45,890 | 22,292 | 94.5% | $164.83万 | 加仓 |
| LOW | LOWES COS INC | $339.34万 | 0.26% | 14,362 | 70 | 0.5% | $1.65万 | 加仓 |
| COP | CONOCOPHILLIPS | $339.44万 | 0.26% | 25,715 | 16,175 | 169.5% | $213.51万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $342.80万 | 0.27% | 20,688 | 3,023 | 17.1% | $50.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $342.88万 | 0.27% | 51,960 | -65 | -0.1% | -$4,289 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $345.84万 | 0.27% | 14,268 | 431 | 3.1% | $10.45万 | 加仓 |
| ET | ENERGY TRANSFER L P | $347.05万 | 0.27% | 179,817 | 128,783 | 252.3% | $248.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $347.56万 | 0.27% | 10,288 | 5,508 | 115.2% | $186.07万 | 加仓 |
| PAVE | GLOBAL X FDS | $350.10万 | 0.27% | 68,903 | 13,608 | 24.6% | $69.14万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $352.75万 | 0.27% | 153,210 | 19,899 | 14.9% | $45.82万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $354.90万 | 0.28% | 162,700 | 20,619 | 14.5% | $44.98万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $355.78万 | 0.28% | 150,408 | 15,169 | 11.2% | $35.88万 | 加仓 |
| GSK | GSK PLC | $355.81万 | 0.28% | 64,469 | -757 | -1.2% | -$4.18万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $365.61万 | 0.28% | 154,755 | 11,484 | 8.0% | $27.13万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $366.92万 | 0.28% | 119,208 | -1,465 | -1.2% | -$4.51万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $371.05万 | 0.29% | 158,601 | 20,726 | 15.0% | $48.49万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $379.97万 | 0.29% | 78,635 | 6,073 | 8.4% | $29.34万 | 加仓 |
| IBDS | ISHARES TR | $385.75万 | 0.30% | 159,136 | 8,934 | 5.9% | $21.66万 | 加仓 |
| MOAT | VANECK ETF TRUST | $389.34万 | 0.30% | 40,263 | 15,593 | 63.2% | $150.78万 | 加仓 |
| ABBV | ABBVIE INC | $391.44万 | 0.30% | 17,998 | -166 | -0.9% | -$3.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $401.95万 | 0.31% | 20,487 | -556 | -2.6% | -$10.91万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $406.85万 | 0.32% | 53,952 | -13,408 | -19.9% | -$101.11万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $416.00万 | 0.32% | 16,165 | -83 | -0.5% | -$2.14万 | 减仓 |
| NLR | VANECK ETF TRUST | $417.07万 | 0.32% | 31,314 | 4,889 | 18.5% | $65.12万 | 加仓 |
| UTES | ETFIS SER TR I | $417.36万 | 0.32% | 52,235 | 3,056 | 6.2% | $24.42万 | 加仓 |
| E | ENI SPA | $420.54万 | 0.33% | 74,288 | -60 | -0.1% | -$3,397 | 减仓 |
| IBDR | ISHARES TR | $423.82万 | 0.33% | 174,842 | 3,299 | 1.9% | $8.00万 | 加仓 |
| CAT | CATERPILLAR INC | $445.75万 | 0.35% | 6,292 | 262 | 4.3% | $18.56万 | 加仓 |
| RTX | RTX CORPORATION | $453.72万 | 0.35% | 23,521 | 76 | 0.3% | $1.47万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $455.88万 | 0.35% | 120,475 | 2,103 | 1.8% | $7.96万 | 加仓 |
| TSLA | TESLA INC | $464.28万 | 0.36% | 12,489 | -144 | -1.1% | -$5.35万 | 减仓 |
| SLV | ISHARES SILVER TR | $475.24万 | 0.37% | 69,745 | -2,577 | -3.6% | -$17.56万 | 减仓 |
| LLY | ELI LILLY & CO | $475.90万 | 0.37% | 5,174 | 557 | 12.1% | $51.23万 | 加仓 |
| GOOG | ALPHABET INC | $483.63万 | 0.38% | 16,859 | 353 | 2.1% | $10.13万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $487.98万 | 0.38% | 79,657 | 12,085 | 17.9% | $74.03万 | 加仓 |
| META | META PLATFORMS INC | $493.15万 | 0.38% | 8,620 | 295 | 3.5% | $16.88万 | 加仓 |
| IBDT | ISHARES TR | $496.02万 | 0.38% | 195,823 | 8,624 | 4.6% | $21.84万 | 加仓 |
| SMH | VANECK ETF TRUST | $499.01万 | 0.39% | 13,015 | 1,022 | 8.5% | $39.18万 | 加仓 |