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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $286.09万 | 0.22% | 3,306 | -8 | -0.2% | -$6,923 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $285.08万 | 0.22% | 136,404 | -527 | -0.4% | -$1.10万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $284.47万 | 0.22% | 57,621 | 23,277 | 67.8% | $114.92万 | 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 |
| — | INVESCO EXCH TRD SLF IDX FD | $281.11万 | 0.22% | 134,630 | 23,806 | 21.5% | $49.71万 | 加仓 |
| IBDU | ISHARES TR | $280.19万 | 0.22% | 120,459 | 13,915 | 13.1% | $32.37万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $273.29万 | 0.21% | 46,147 | 1,904 | 4.3% | $11.28万 | 加仓 |
| ECH | ISHARES INC | $272.43万 | 0.21% | 68,518 | -340 | -0.5% | -$1.35万 | 减仓 |
| V | VISA INC | $269.99万 | 0.21% | 8,933 | 216 | 2.5% | $6.53万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $269.43万 | 0.21% | 83,543 | -7,812 | -8.6% | -$25.19万 | 减仓 |
| GUNR | FLEXSHARES TR | $267.15万 | 0.21% | 48,431 | 3,102 | 6.8% | $17.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $265.08万 | 0.21% | 2,660 | 50 | 1.9% | $4.98万 | 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 |
| MINT | PIMCO ETF TR | $257.56万 | 0.20% | 25,610 | 1,954 | 8.3% | $19.65万 | 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 |
| PNC | PNC FINL SVCS GROUP INC | $248.79万 | 0.19% | 11,956 | 74 | 0.6% | $1.54万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $246.26万 | 0.19% | 19,680 | -667 | -3.3% | -$8.35万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $246.18万 | 0.19% | 32,740 | -278 | -0.8% | -$2.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $244.70万 | 0.19% | 16,941 | -621 | -3.5% | -$8.97万 | 减仓 |
| IWF | ISHARES TR | $244.01万 | 0.19% | 5,722 | -200 | -3.4% | -$8.53万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $236.89万 | 0.18% | 12,343 | -695 | -5.3% | -$13.34万 | 减仓 |
| IVV | ISHARES TR | $231.08万 | 0.18% | 3,538 | -123 | -3.4% | -$8.03万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $229.04万 | 0.18% | 25,822 | -574 | -2.2% | -$5.09万 | 减仓 |
| NFLX | NETFLIX INC. | $228.80万 | 0.18% | 23,796 | 262 | 1.1% | $2.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $227.15万 | 0.18% | 8,673 | -574 | -6.2% | -$15.03万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $224.33万 | 0.17% | 7,422 | 470 | 6.8% | $14.21万 | 加仓 |
| WMT | WALMART INC | $223.41万 | 0.17% | 17,976 | 671 | 3.9% | $8.34万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $222.20万 | 0.17% | 10,228 | 1 | 0.0% | $217 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $219.97万 | 0.17% | 87,363 | 3,990 | 4.8% | $10.05万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $218.91万 | 0.17% | 10,761 | 147 | 1.4% | $2.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $214.69万 | 0.17% | 16,154 | -936 | -5.5% | -$12.44万 | 减仓 |
| T | AT&T INC | $212.59万 | 0.16% | 73,332 | -142 | -0.2% | -$4,117 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $206.15万 | 0.16% | 14,093 | 1,027 | 7.9% | $15.02万 | 加仓 |
| REMX | VANECK ETF TRUST | $205.33万 | 0.16% | 23,333 | 8 | 0.0% | $704 | 加仓 |
| QUAL | ISHARES TR | $204.94万 | 0.16% | 10,685 | -803 | -7.0% | -$15.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $201.52万 | 0.16% | 5,963 | 78 | 1.3% | $2.64万 | 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 |
| ILF | ISHARES TR | $198.65万 | 0.15% | 55,927 | 8,710 | 18.4% | $30.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $197.50万 | 0.15% | 13,471 | -907 | -6.3% | -$13.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $193.77万 | 0.15% | 3,243 | 423 | 15.0% | $25.27万 | 加仓 |
| IWM | ISHARES TR | $190.55万 | 0.15% | 7,683 | -407 | -5.0% | -$10.09万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $190.22万 | 0.15% | 27,798 | 27,798 | — | $190.22万 | 新建仓 |
| BAC | BANK AMERICA CORP | $189.03万 | 0.15% | 38,775 | -1,685 | -4.2% | -$8.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $188.97万 | 0.15% | 6,580 | -674 | -9.3% | -$19.36万 | 减仓 |
| PEP | PEPSICO INC | $184.11万 | 0.14% | 11,856 | -2,022 | -14.6% | -$31.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $183.36万 | 0.14% | 28,614 | -3,378 | -10.6% | -$21.65万 | 减仓 |
| KKR | KKR & CO INC | $181.59万 | 0.14% | 19,631 | -466 | -2.3% | -$4.31万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $179.57万 | 0.14% | 30,549 | 1,080 | 3.7% | $6.35万 | 加仓 |
| IJH | ISHARES TR | $179.02万 | 0.14% | 26,509 | -2,603 | -8.9% | -$17.58万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $178.03万 | 0.14% | 86,014 | -123 | -0.1% | -$2,546 | 减仓 |
| EWL | ISHARES INC | $176.12万 | 0.14% | 29,948 | -102 | -0.3% | -$5,999 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $169.18万 | 0.13% | 2,000 | -26 | -1.3% | -$2.20万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $167.49万 | 0.13% | 21,186 | -12,289 | -36.7% | -$97.16万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $166.88万 | 0.13% | 9,056 | 152 | 1.7% | $2.80万 | 加仓 |
| MCD | MCDONALDS CORP | $166.75万 | 0.13% | 5,365 | 10 | 0.2% | $3,108 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $162.01万 | 0.13% | 60,746 | -1,230 | -2.0% | -$3.28万 | 减仓 |
| PFE | PFIZER INC | $161.85万 | 0.13% | 57,638 | 2,931 | 5.4% | $8.23万 | 加仓 |
| KO | COCA COLA CO | $161.36万 | 0.13% | 21,217 | 275 | 1.3% | $2.09万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $160.24万 | 0.12% | 23,873 | -3,592 | -13.1% | -$24.11万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $159.77万 | 0.12% | 33,189 | -2,794 | -7.8% | -$13.45万 | 减仓 |
| PFFA | ETFIS SER TR I | $158.52万 | 0.12% | 77,857 | 21,256 | 37.6% | $43.28万 | 加仓 |
| MRK | MERCK & CO INC | $156.56万 | 0.12% | 13,015 | 526 | 4.2% | $6.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $156.43万 | 0.12% | 7,274 | 49 | 0.7% | $1.05万 | 加仓 |
| PSX | PHILLIPS 66 | $154.67万 | 0.12% | 8,490 | -435 | -4.9% | -$7.92万 | 减仓 |
| AMAT | APPLIED MATLS INC | $153.91万 | 0.12% | 4,503 | -37 | -0.8% | -$1.26万 | 减仓 |
| IJK | ISHARES TR | $152.27万 | 0.12% | 15,133 | -586 | -3.7% | -$5.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $151.40万 | 0.12% | 16,300 | 736 | 4.7% | $6.84万 | 加仓 |
| MLPA | GLOBAL X FDS | $150.00万 | 0.12% | 27,845 | 412 | 1.5% | $2.22万 | 加仓 |
| LAND | GLADSTONE LD CORP | $148.18万 | 0.11% | 145,276 | 145,276 | — | $148.18万 | 新建仓 |
| — | SSGA ACTIVE TR | $144.63万 | 0.11% | 58,366 | -2,238 | -3.7% | -$5.55万 | 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 |
| NOBL | PROSHARES TR | $141.11万 | 0.11% | 13,311 | -1,216 | -8.4% | -$12.89万 | 减仓 |
| — | HONEYWELL INTL INC | $140.24万 | 0.11% | 6,204 | 678 | 12.3% | $15.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $138.73万 | 0.11% | 27,636 | -476 | -1.7% | -$2.39万 | 减仓 |
| PLD | PROLOGIS INC. | $138.11万 | 0.11% | 10,449 | -204 | -1.9% | -$2.70万 | 减仓 |
| GEV | GE VERNOVA INC | $136.06万 | 0.11% | 1,559 | 709 | 83.4% | $61.88万 | 加仓 |
| ORCL | ORACLE CORP | $135.00万 | 0.10% | 9,177 | -826 | -8.3% | -$12.15万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $131.90万 | 0.10% | 26,395 | 10,596 | 67.1% | $52.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $131.63万 | 0.10% | 2,634 | -159 | -5.7% | -$7.95万 | 减仓 |
| GE | GE AEROSPACE | $129.83万 | 0.10% | 4,575 | 132 | 3.0% | $3.75万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $129.81万 | 0.10% | 13,385 | -318 | -2.3% | -$3.08万 | 减仓 |
| ETN | EATON CORP PLC | $128.87万 | 0.10% | 3,603 | 554 | 18.2% | $19.82万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $126.29万 | 0.10% | 7,472 | -33 | -0.4% | -$5,578 | 减仓 |
| AMGN | AMGEN INC | $125.59万 | 0.10% | 3,569 | 4 | 0.1% | $1,408 | 加仓 |
| IJR | ISHARES TR | $124.34万 | 0.10% | 10,002 | -679 | -6.4% | -$8.44万 | 减仓 |
| LRGF | ISHARES TR | $124.13万 | 0.10% | 18,807 | -3,801 | -16.8% | -$25.09万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $123.69万 | 0.10% | 22,675 | -589 | -2.5% | -$3.21万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $123.41万 | 0.10% | 47,476 | 11,187 | 30.8% | $29.08万 | 加仓 |
| C | CITIGROUP INC | $121.09万 | 0.09% | 10,677 | -13,494 | -55.8% | -$153.04万 | 减仓 |
| IWP | ISHARES TR | $119.07万 | 0.09% | 9,294 | 732 | 8.5% | $9.38万 | 加仓 |
| IWD | ISHARES TR | $118.57万 | 0.09% | 5,549 | 5 | 0.1% | $1,068 | 加仓 |
| IUSG | ISHARES TR | $117.74万 | 0.09% | 7,591 | -320 | -4.0% | -$4.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $117.65万 | 0.09% | 1,947 | -7 | -0.4% | -$4,230 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $117.09万 | 0.09% | 68,596 | -657 | -0.9% | -$1.12万 | 减仓 |
| CSCO | CISCO SYS INC | $116.96万 | 0.09% | 15,074 | 876 | 6.2% | $6.80万 | 加仓 |
| UNP | UNION PAC CORP | $116.59万 | 0.09% | 4,805 | -16 | -0.3% | -$3,882 | 减仓 |
| EFAV | ISHARES TR | $116.51万 | 0.09% | 12,751 | 828 | 6.9% | $7.57万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $115.52万 | 0.09% | 47,621 | 1,501 | 3.3% | $3.64万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $115.26万 | 0.09% | 44,953 | -7,460 | -14.2% | -$19.13万 | 减仓 |
| NEM | NEWMONT CORP | $111.22万 | 0.09% | 10,274 | 219 | 2.2% | $2.37万 | 加仓 |