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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $51.05万 | 0.04% | 1,030 | -54 | -5.0% | -$2.68万 | 减仓 |
| CTAS | CINTAS CORP | $51.00万 | 0.04% | 3,015 | 3 | 0.1% | $507 | 加仓 |
| DE | DEERE & CO | $50.28万 | 0.04% | 893 | -141 | -13.6% | -$7.94万 | 减仓 |
| EFA | ISHARES TR | $50.15万 | 0.04% | 5,163 | 1,971 | 61.7% | $19.14万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $49.96万 | 0.04% | 16,811 | 1,808 | 12.1% | $5.37万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $49.73万 | 0.04% | 6,542 | -170 | -2.5% | -$1.29万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $49.72万 | 0.04% | 3,568 | -124 | -3.4% | -$1.73万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.62万 | 0.04% | 17,034 | 1 | 0.0% | $29 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $49.53万 | 0.04% | 19,883 | 2,796 | 16.4% | $6.97万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $49.09万 | 0.04% | 9,756 | -1,041 | -9.6% | -$5.24万 | 减仓 |
| EFG | ISHARES TR | $48.66万 | 0.04% | 4,369 | -73 | -1.6% | -$8,130 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $47.93万 | 0.04% | 535 | -11 | -2.0% | -$9,856 | 减仓 |
| BOTZ | GLOBAL X FDS | $47.79万 | 0.04% | 14,386 | 7,398 | 105.9% | $24.58万 | 加仓 |
| GOVT | ISHARES TR | $47.70万 | 0.04% | 20,820 | -4,446 | -17.6% | -$10.19万 | 减仓 |
| — | TIDAL TRUST I | $47.47万 | 0.04% | 26,517 | 196 | 0.7% | $3,508 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $47.18万 | 0.04% | 9,446 | -1,846 | -16.3% | -$9.22万 | 减仓 |
| ASML | ASML HLDG NV | $47.11万 | 0.04% | 357 | 31 | 9.5% | $4.09万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.80万 | 0.04% | 1,123 | 113 | 11.2% | $4.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $46.66万 | 0.04% | 6,213 | 8 | 0.1% | $601 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $46.55万 | 0.04% | 1,547 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $46.43万 | 0.04% | 3,621 | 1 | 0.0% | $128 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $45.32万 | 0.04% | 4,132 | 4,132 | — | $45.32万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $45.19万 | 0.04% | 8,905 | 8,905 | — | $45.19万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $44.92万 | 0.03% | 12,436 | 454 | 3.8% | $1.64万 | 加仓 |
| SHEL | SHELL PLC | $44.41万 | 0.03% | 4,776 | -2,996 | -38.5% | -$27.86万 | 减仓 |
| VGT | VANGUARD WORLD FD | $44.30万 | 0.03% | 635 | -204 | -24.3% | -$14.23万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.02万 | 0.03% | 3,362 | 51 | 1.5% | $6,678 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.96万 | 0.03% | 4,762 | -829 | -14.8% | -$7.65万 | 减仓 |
| VALE | VALE S A | $43.85万 | 0.03% | 27,564 | 27,564 | — | $43.85万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.83万 | 0.03% | 892 | -169 | -15.9% | -$8.30万 | 减仓 |
| CME | CME GROUP INC | $43.46万 | 0.03% | 1,471 | -161 | -9.9% | -$4.76万 | 减仓 |
| MCO | MOODYS CORP | $43.06万 | 0.03% | 987 | 443 | 81.4% | $19.33万 | 加仓 |
| MTB | M & T BK CORP | $43.04万 | 0.03% | 2,082 | 9 | 0.4% | $1,860 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $42.52万 | 0.03% | 896 | -35 | -3.8% | -$1.66万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $42.32万 | 0.03% | 1,475 | 290 | 24.5% | $8.32万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $42.08万 | 0.03% | 2,306 | 183 | 8.6% | $3.34万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $41.31万 | 0.03% | 14,754 | 287 | 2.0% | $8,036 | 加仓 |
| FDX | FEDEX CORP | $41.28万 | 0.03% | 1,159 | 191 | 19.7% | $6.80万 | 加仓 |
| MBB | ISHARES TR | $41.25万 | 0.03% | 4,344 | -830 | -16.0% | -$7.88万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $40.86万 | 0.03% | 11,286 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $40.84万 | 0.03% | 1,934 | 22 | 1.2% | $4,646 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $40.79万 | 0.03% | 3,438 | -4 | -0.1% | -$475 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $40.70万 | 0.03% | 11,122 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $40.37万 | 0.03% | 15,775 | 944 | 6.4% | $2.42万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $40.18万 | 0.03% | 7,273 | 51 | 0.7% | $2,817 | 加仓 |
| BLK | BLACKROCK INC | $40.17万 | 0.03% | 418 | 102 | 32.3% | $9.80万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $39.98万 | 0.03% | 15,729 | 10 | 0.1% | $254 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.86万 | 0.03% | 1,962 | -53 | -2.6% | -$1.08万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $39.79万 | 0.03% | 26,441 | 44 | 0.2% | $662 | 加仓 |
| AGG | ISHARES TR | $39.74万 | 0.03% | 4,004 | -341 | -7.8% | -$3.38万 | 减仓 |
| AFL | AFLAC INC | $39.73万 | 0.03% | 3,622 | -486 | -11.8% | -$5.33万 | 减仓 |
| NVS | NOVARTIS AG | $39.24万 | 0.03% | 2,569 | -45 | -1.7% | -$6,874 | 减仓 |
| RIO | RIO TINTO PLC | $39.20万 | 0.03% | 4,202 | 291 | 7.4% | $2.71万 | 加仓 |
| IWV | ISHARES TR | $39.17万 | 0.03% | 1,057 | -3 | -0.3% | -$1,112 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.99万 | 0.03% | 846 | 118 | 16.2% | $5.44万 | 加仓 |
| KLAC | KLA CORP | $38.94万 | 0.03% | 264 | -75 | -22.1% | -$11.06万 | 减仓 |
| GM | GENERAL MTRS CO | $38.75万 | 0.03% | 5,201 | -600 | -10.3% | -$4.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $38.74万 | 0.03% | 15,435 | 8 | 0.1% | $201 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.43万 | 0.03% | 15,527 | -22 | -0.1% | -$544 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.40万 | 0.03% | 1,113 | 202 | 22.2% | $6.97万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.21万 | 0.03% | 4,071 | 800 | 24.5% | $7.51万 | 加仓 |
| IHE | ISHARES TR | $38.00万 | 0.03% | 4,384 | 4,384 | — | $38.00万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $37.99万 | 0.03% | 13,064 | -3,704 | -22.1% | -$10.77万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $37.74万 | 0.03% | 4,381 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $37.59万 | 0.03% | 5,610 | -122 | -2.1% | -$8,174 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $37.58万 | 0.03% | 7,328 | 17 | 0.2% | $872 | 加仓 |
| RECS | COLUMBIA ETF TR I | $37.50万 | 0.03% | 9,621 | 2,141 | 28.6% | $8.35万 | 加仓 |
| INTU | INTUIT | $37.23万 | 0.03% | 861 | -83 | -8.8% | -$3.59万 | 减仓 |
| SRE | SEMPRA | $37.08万 | 0.03% | 3,816 | 1,391 | 57.4% | $13.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $36.60万 | 0.03% | 4,747 | 4,747 | — | $36.60万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $35.80万 | 0.03% | 19,869 | 2,295 | 13.1% | $4.14万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.58万 | 0.03% | 8,119 | 2,096 | 34.8% | $9.18万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $35.30万 | 0.03% | 6,125 | 278 | 4.8% | $1.60万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $35.16万 | 0.03% | 515 | 151 | 41.5% | $10.31万 | 加仓 |
| KHC | KRAFT HEINZ CO | $35.13万 | 0.03% | 15,622 | 2,179 | 16.2% | $4.90万 | 加仓 |
| KR | KROGER CO | $35.11万 | 0.03% | 4,852 | -95 | -1.9% | -$6,874 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $34.94万 | 0.03% | 13,905 | 2,397 | 20.8% | $6.02万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $34.05万 | 0.03% | 1,555 | 30 | 2.0% | $6,570 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.84万 | 0.03% | 1,212 | -9 | -0.7% | -$2,513 | 减仓 |
| MPC | MARATHON PETE CORP | $33.44万 | 0.03% | 1,369 | -48 | -3.4% | -$1.17万 | 减仓 |
| FTNT | FORTINET INC | $33.37万 | 0.03% | 4,083 | -283 | -6.5% | -$2.31万 | 减仓 |
| PTMC | PACER FDS TR | $33.13万 | 0.03% | 9,059 | -180 | -1.9% | -$6,583 | 减仓 |
| EFV | ISHARES TR | $33.09万 | 0.03% | 4,450 | -1,182 | -21.0% | -$8.79万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $33.03万 | 0.03% | 2,822 | 602 | 27.1% | $7.05万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.55万 | 0.03% | 3,463 | 349 | 11.2% | $3.28万 | 加仓 |
| IBHF | ISHARES TR | $32.36万 | 0.03% | 14,099 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $32.09万 | 0.02% | 7,151 | -1,932 | -21.3% | -$8.67万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $31.97万 | 0.02% | 2,364 | 6 | 0.3% | $811 | 加仓 |
| STIP | ISHARES TR | $31.58万 | 0.02% | 3,053 | 22 | 0.7% | $2,275 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.35万 | 0.02% | 1,031 | 121 | 13.3% | $3.68万 | 加仓 |
| ISCV | ISHARES TR | $31.31万 | 0.02% | 4,504 | -346 | -7.1% | -$2.41万 | 减仓 |
| ALB | ALBEMARLE CORP | $31.26万 | 0.02% | 1,741 | -30 | -1.7% | -$5,387 | 减仓 |
| DON | WISDOMTREE TR | $31.22万 | 0.02% | 5,943 | -615 | -9.4% | -$3.23万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.02万 | 0.02% | 670 | 0 | 0.0% | — | 不变 |
| — | SSGA ACTIVE TR | $30.86万 | 0.02% | 12,406 | 12,406 | — | $30.86万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $30.83万 | 0.02% | 3,134 | 272 | 9.5% | $2.68万 | 加仓 |
| IONQ | IONQ INC | $30.67万 | 0.02% | 10,638 | 532 | 5.3% | $1.53万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $30.60万 | 0.02% | 705 | 29 | 4.3% | $1.26万 | 加仓 |
| VPU | VANGUARD WORLD FD | $30.54万 | 0.02% | 1,542 | -8 | -0.5% | -$1,585 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $30.40万 | 0.02% | 1,871 | 134 | 7.7% | $2.18万 | 加仓 |