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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $111.01万 | 0.09% | 5,578 | 173 | 3.2% | $3.44万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $111.00万 | 0.09% | 4,430 | 4 | 0.1% | $1,002 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $110.39万 | 0.09% | 20,887 | -1,187 | -5.4% | -$6.27万 | 减仓 |
| MGV | VANGUARD WORLD FD | $109.96万 | 0.09% | 7,586 | -6,026 | -44.3% | -$87.35万 | 减仓 |
| CMI | CUMMINS INC | $108.06万 | 0.08% | 2,008 | 127 | 6.8% | $6.83万 | 加仓 |
| MTUM | ISHARES TR | $105.45万 | 0.08% | 4,394 | -110 | -2.4% | -$2.64万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $105.43万 | 0.08% | 2,938 | 102 | 3.6% | $3.66万 | 加仓 |
| IBDV | ISHARES TR | $101.84万 | 0.08% | 46,524 | 8,628 | 22.8% | $18.89万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.39万 | 0.08% | 3,747 | 69 | 1.9% | $1.87万 | 加仓 |
| SO | SOUTHERN CO | $101.14万 | 0.08% | 10,479 | -801 | -7.1% | -$7.73万 | 减仓 |
| DLN | WISDOMTREE TR | $100.94万 | 0.08% | 11,300 | 542 | 5.0% | $4.84万 | 加仓 |
| ENB | ENBRIDGE INC | $100.85万 | 0.08% | 18,628 | 389 | 2.1% | $2.11万 | 加仓 |
| IVW | ISHARES TR | $100.15万 | 0.08% | 8,854 | 109 | 1.2% | $1.23万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $99.67万 | 0.08% | 16,578 | -34 | -0.2% | -$2,044 | 减仓 |
| TFLO | ISHARES TR | $99.07万 | 0.08% | 19,568 | 536 | 2.8% | $2.71万 | 加仓 |
| BX | BLACKSTONE INC | $97.94万 | 0.08% | 8,517 | 1,686 | 24.7% | $19.39万 | 加仓 |
| IEMG | ISHARES INC | $97.56万 | 0.08% | 13,987 | -1,593 | -10.2% | -$11.11万 | 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 |
| DIS | DISNEY WALT CO | $97.12万 | 0.08% | 10,077 | -260 | -2.5% | -$2.51万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $96.89万 | 0.08% | 28,854 | 333 | 1.2% | $1.12万 | 加仓 |
| DGRW | WISDOMTREE TR | $96.18万 | 0.07% | 10,950 | 110 | 1.0% | $9,662 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $96.12万 | 0.07% | 15,524 | 516 | 3.4% | $3.20万 | 加仓 |
| IWR | ISHARES TR | $95.46万 | 0.07% | 9,818 | -2,378 | -19.5% | -$23.12万 | 减仓 |
| EWZ | ISHARES INC | $95.29万 | 0.07% | 24,822 | -131 | -0.5% | -$5,029 | 减仓 |
| SHOP | SHOPIFY INC | $94.17万 | 0.07% | 7,939 | 1,144 | 16.8% | $13.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $92.97万 | 0.07% | 4,046 | -531 | -11.6% | -$12.20万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $91.90万 | 0.07% | 6,205 | 1,380 | 28.6% | $20.44万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $88.50万 | 0.07% | 12,101 | -175 | -1.4% | -$1.28万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $87.32万 | 0.07% | 14,397 | 889 | 6.6% | $5.39万 | 加仓 |
| TJX | TJX COS INC NEW | $86.64万 | 0.07% | 5,425 | -674 | -11.1% | -$10.76万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $86.55万 | 0.07% | 11,753 | -2,277 | -16.2% | -$16.77万 | 减仓 |
| IWB | ISHARES TR | $85.30万 | 0.07% | 2,392 | 4 | 0.2% | $1,426 | 加仓 |
| IUSV | ISHARES TR | $85.11万 | 0.07% | 8,324 | -472 | -5.4% | -$4.83万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $82.60万 | 0.06% | 13,296 | 2,305 | 21.0% | $14.32万 | 加仓 |
| TDTT | FLEXSHARES TR | $81.56万 | 0.06% | 33,647 | 6,594 | 24.4% | $15.98万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $81.02万 | 0.06% | 3,792 | 246 | 6.9% | $5.26万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $78.36万 | 0.06% | 2,687 | -5 | -0.2% | -$1,458 | 减仓 |
| CRM | SALESFORCE INC | $78.01万 | 0.06% | 4,179 | -497 | -10.6% | -$9.28万 | 减仓 |
| IBDW | ISHARES TR | $77.84万 | 0.06% | 37,189 | 4,688 | 14.4% | $9.81万 | 加仓 |
| FXI | ISHARES TR | $76.39万 | 0.06% | 21,280 | 421 | 2.0% | $1.51万 | 加仓 |
| ADI | ANALOG DEVICES INC | $75.81万 | 0.06% | 2,383 | 126 | 5.6% | $4.01万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $72.63万 | 0.06% | 15,826 | 557 | 3.6% | $2.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $72.45万 | 0.06% | 2,111 | 122 | 6.1% | $4.19万 | 加仓 |
| SHY | ISHARES TR | $72.23万 | 0.06% | 8,747 | 2,096 | 31.5% | $17.31万 | 加仓 |
| BP | BP PLC | $71.92万 | 0.06% | 15,302 | -742 | -4.6% | -$3.49万 | 减仓 |
| MP | MP MATERIALS CORP | $71.82万 | 0.06% | 14,881 | -20 | -0.1% | -$965 | 减仓 |
| QCOM | QUALCOMM INC | $70.80万 | 0.05% | 5,497 | -36 | -0.7% | -$4,636 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.31万 | 0.05% | 13,009 | 1,800 | 16.1% | $9.73万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $69.95万 | 0.05% | 4,363 | 1,234 | 39.4% | $19.78万 | 加仓 |
| IYK | ISHARES TR | $69.81万 | 0.05% | 9,969 | -5,771 | -36.7% | -$40.41万 | 减仓 |
| PTIN | PACER FDS TR | $69.71万 | 0.05% | 21,436 | 270 | 1.3% | $8,780 | 加仓 |
| IJJ | ISHARES TR | $69.10万 | 0.05% | 5,215 | -36 | -0.7% | -$4,770 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $68.81万 | 0.05% | 9,590 | 290 | 3.1% | $2.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $68.54万 | 0.05% | 2,266 | 109 | 5.1% | $3.30万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $68.45万 | 0.05% | 8,031 | -50 | -0.6% | -$4,261 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $68.11万 | 0.05% | 7,228 | 3,825 | 112.4% | $36.05万 | 加仓 |
| BE | BLOOM ENERGY CORP | $68.04万 | 0.05% | 5,022 | 5,022 | — | $68.04万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $67.99万 | 0.05% | 6,577 | 75 | 1.2% | $7,753 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $67.45万 | 0.05% | 2,591 | 41 | 1.6% | $1.07万 | 加仓 |
| D | DOMINION ENERGY INC | $65.78万 | 0.05% | 10,641 | -119 | -1.1% | -$7,357 | 减仓 |
| AUSF | GLOBAL X FDS | $65.58万 | 0.05% | 13,564 | 7,825 | 136.3% | $37.83万 | 加仓 |
| ES | EVERSOURCE ENERGY | $65.06万 | 0.05% | 9,391 | 125 | 1.3% | $8,660 | 加仓 |
| SYK | STRYKER CORPORATION | $64.95万 | 0.05% | 1,976 | -283 | -12.5% | -$9.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $64.09万 | 0.05% | 6,243 | 103 | 1.7% | $1.06万 | 加仓 |
| AZN | ASTRAZENECA PLC | $63.80万 | 0.05% | 3,235 | 3,235 | — | $63.80万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $63.31万 | 0.05% | 5,647 | -1,634 | -22.4% | -$18.32万 | 减仓 |
| IWL | ISHARES TR | $63.07万 | 0.05% | 3,930 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $62.88万 | 0.05% | 54,492 | 2,266 | 4.3% | $2.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.26万 | 0.05% | 3,765 | 100 | 2.7% | $1.65万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $61.69万 | 0.05% | 2,677 | 11 | 0.4% | $2,535 | 加仓 |
| WFC | WELLS FARGO & CO | $61.37万 | 0.05% | 7,709 | -148 | -1.9% | -$1.18万 | 减仓 |
| CB | CHUBB LTD SWITZ | $61.27万 | 0.05% | 1,880 | -12 | -0.6% | -$3,911 | 减仓 |
| TTE | TOTALENERGIES SE | $61.05万 | 0.05% | 6,711 | -270 | -3.9% | -$2.46万 | 减仓 |
| QXO | QXO INC | $60.76万 | 0.05% | 31,287 | 1,758 | 6.0% | $3.41万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $60.74万 | 0.05% | 6,132 | -80 | -1.3% | -$7,924 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.25万 | 0.05% | 14,163 | -102 | -0.7% | -$4,339 | 减仓 |
| — | COTERRA ENERGY INC | $59.93万 | 0.05% | 17,055 | 25 | 0.1% | $879 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $59.69万 | 0.05% | 49,536 | 2,923 | 6.3% | $3.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $59.46万 | 0.05% | 6,862 | 48 | 0.7% | $4,159 | 加仓 |
| GDXJ | VANECK ETF TRUST | $59.11万 | 0.05% | 4,924 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $58.99万 | 0.05% | 7,523 | -527 | -6.5% | -$4.13万 | 减仓 |
| — | GLOBAL X FDS | $58.83万 | 0.05% | 30,276 | 262 | 0.9% | $5,091 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $58.81万 | 0.05% | 2,814 | -291 | -9.4% | -$6.08万 | 减仓 |
| IDV | ISHARES TR | $58.40万 | 0.05% | 13,723 | 13,723 | — | $58.40万 | 新建仓 |
| GLW | CORNING INC | $57.78万 | 0.04% | 4,249 | 114 | 2.8% | $1.55万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $57.52万 | 0.04% | 6,136 | 3,929 | 178.0% | $36.83万 | 加仓 |
| EMR | EMERSON ELEC CO | $57.46万 | 0.04% | 4,386 | -122 | -2.7% | -$1.60万 | 减仓 |
| PFF | ISHARES TR | $56.81万 | 0.04% | 18,736 | 618 | 3.4% | $1.87万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $56.54万 | 0.04% | 23,298 | 23,298 | — | $56.54万 | 新建仓 |
| INTC | INTEL CORP | $56.08万 | 0.04% | 12,708 | 512 | 4.2% | $2.26万 | 加仓 |
| QDEF | FLEXSHARES TR | $55.87万 | 0.04% | 6,999 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $55.79万 | 0.04% | 7,768 | -327 | -4.0% | -$2.35万 | 减仓 |
| MMM | 3M CO | $55.67万 | 0.04% | 3,833 | 209 | 5.8% | $3.04万 | 加仓 |
| NTR | NUTRIEN LTD | $55.41万 | 0.04% | 7,343 | -1,161 | -13.7% | -$8.76万 | 减仓 |
| ACWV | ISHARES INC | $55.00万 | 0.04% | 4,602 | 1,453 | 46.1% | $17.37万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.90万 | 0.04% | 2,614 | 402 | 18.2% | $8.44万 | 加仓 |
| APP | APPLOVIN CORP | $54.61万 | 0.04% | 1,372 | 172 | 14.3% | $6.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $53.36万 | 0.04% | 7,419 | 218 | 3.0% | $1.57万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $52.84万 | 0.04% | 10,331 | 810 | 8.5% | $4.14万 | 加仓 |
| OKE | ONEOK INC NEW | $51.24万 | 0.04% | 5,669 | 7 | 0.1% | $633 | 加仓 |