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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $30.38万 | 0.02% | 6,322 | -1,498 | -19.2% | -$7.20万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $30.30万 | 0.02% | 4,264 | 28 | 0.7% | $1,989 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $30.27万 | 0.02% | 2,536 | -39 | -1.5% | -$4,655 | 减仓 |
| ESGU | ISHARES TR | $30.23万 | 0.02% | 2,138 | 16 | 0.8% | $2,262 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $30.06万 | 0.02% | 12,972 | -663 | -4.9% | -$1.54万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $29.61万 | 0.02% | 6,648 | 6,648 | — | $29.61万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $29.45万 | 0.02% | 12,984 | -573 | -4.2% | -$1.30万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $29.22万 | 0.02% | 2,628 | 370 | 16.4% | $4.11万 | 加仓 |
| IBTH | ISHARES TR | $29.03万 | 0.02% | 12,942 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $29.01万 | 0.02% | 5,290 | 5,290 | — | $29.01万 | 新建仓 |
| IBTG | ISHARES TR | $28.85万 | 0.02% | 12,588 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $28.82万 | 0.02% | 6,638 | -1,438 | -17.8% | -$6.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.81万 | 0.02% | 738 | -76 | -9.3% | -$2.97万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.51万 | 0.02% | 1,813 | -113 | -5.9% | -$1.78万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $28.47万 | 0.02% | 4,038 | 523 | 14.9% | $3.69万 | 加仓 |
| ITA | ISHARES TR | $28.14万 | 0.02% | 1,287 | 1,287 | — | $28.14万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $28.11万 | 0.02% | 6,281 | 60 | 1.0% | $2,686 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $27.93万 | 0.02% | 7,015 | 7,015 | — | $27.93万 | 新建仓 |
| IBMO | ISHARES TR | $27.92万 | 0.02% | 10,893 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $27.91万 | 0.02% | 10,933 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $27.90万 | 0.02% | 1,914 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $27.84万 | 0.02% | 627 | 22 | 3.6% | $9,769 | 加仓 |
| IBMP | ISHARES TR | $27.84万 | 0.02% | 10,943 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.60万 | 0.02% | 7,183 | 800 | 12.5% | $3.07万 | 加仓 |
| HDEF | DBX ETF TR | $27.58万 | 0.02% | 8,511 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $27.52万 | 0.02% | 2,618 | 299 | 12.9% | $3.14万 | 加仓 |
| IWO | ISHARES TR | $27.48万 | 0.02% | 876 | -9 | -1.0% | -$2,824 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.32万 | 0.02% | 1,378 | -125 | -8.3% | -$2.48万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $27.23万 | 0.02% | 849 | 100 | 13.4% | $3.21万 | 加仓 |
| EOG | EOG RES INC | $27.19万 | 0.02% | 1,881 | 94 | 5.3% | $1.36万 | 重新持有 |
| RLY | SSGA ACTIVE ETF TR | $27.08万 | 0.02% | 7,492 | 7,492 | — | $27.08万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $27.04万 | 0.02% | 4,625 | 122 | 2.7% | $7,133 | 加仓 |
| TGT | TARGET CORP | $26.75万 | 0.02% | 2,207 | -35 | -1.6% | -$4,242 | 减仓 |
| AIQ | GLOBAL X FDS | $26.71万 | 0.02% | 5,722 | 5,722 | — | $26.71万 | 新建仓 |
| MS | MORGAN STANLEY | $26.70万 | 0.02% | 1,622 | 1,622 | — | $26.70万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $26.64万 | 0.02% | 9,488 | -2,347 | -19.8% | -$6.59万 | 减仓 |
| FSK | FS KKR CAP CORP | $26.63万 | 0.02% | 26,162 | 3,398 | 14.9% | $3.46万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $26.63万 | 0.02% | 9,275 | 1,321 | 16.6% | $3.79万 | 加仓 |
| IBB | ISHARES TR | $26.62万 | 0.02% | 1,576 | -104 | -6.2% | -$1.76万 | 减仓 |
| BIIB | BIOGEN INC | $26.33万 | 0.02% | 1,436 | 17 | 1.2% | $3,117 | 加仓 |
| EXEL | EXELIXIS INC | $26.18万 | 0.02% | 6,104 | -34 | -0.6% | -$1,458 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $25.86万 | 0.02% | 7,933 | 1,505 | 23.4% | $4.91万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.68万 | 0.02% | 8,419 | 79 | 0.9% | $2,409 | 加仓 |
| IEF | ISHARES TR | $25.37万 | 0.02% | 2,658 | -338 | -11.3% | -$3.23万 | 减仓 |
| PYLD | PIMCO ETF TR | $25.30万 | 0.02% | 9,655 | 536 | 5.9% | $1.40万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $25.01万 | 0.02% | 1,270 | 312 | 32.6% | $6.14万 | 重新持有 |
| MYCH | SSGA ACTIVE TR | $24.97万 | 0.02% | 10,006 | 10,006 | — | $24.97万 | 新建仓 |
| EQT | EQT CORP | $24.80万 | 0.02% | 3,897 | 7 | 0.2% | $445 | 加仓 |
| CRWV | COREWEAVE INC | $24.79万 | 0.02% | 3,200 | 3,200 | — | $24.79万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.79万 | 0.02% | 3,062 | -171 | -5.3% | -$1.38万 | 减仓 |
| ISCF | ISHARES TR | $24.78万 | 0.02% | 5,930 | 203 | 3.5% | $8,484 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $24.53万 | 0.02% | 3,909 | -883 | -18.4% | -$5.54万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.50万 | 0.02% | 3,770 | 3,770 | — | $24.50万 | 新建仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $24.44万 | 0.02% | 5,769 | 600 | 11.6% | $2.54万 | 加仓 |
| TXN | TEXAS INSTRS INC | $24.40万 | 0.02% | 1,257 | -17 | -1.3% | -$3,300 | 减仓 |
| VHT | VANGUARD WORLD FD | $24.34万 | 0.02% | 894 | 894 | — | $24.34万 | 新建仓 |
| HEI | HEICO CORP NEW | $24.27万 | 0.02% | 885 | 1 | 0.1% | $274 | 加仓 |
| TLT | ISHARES TR | $24.16万 | 0.02% | 2,786 | -676 | -19.5% | -$5.86万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $23.92万 | 0.02% | 1,162 | 1,162 | — | $23.92万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $23.77万 | 0.02% | 4,699 | 4,699 | — | $23.77万 | 新建仓 |
| BWA | BORGWARNER INC | $23.72万 | 0.02% | 4,371 | -106 | -2.4% | -$5,751 | 减仓 |
| PAAA | PGIM ETF TR | $23.68万 | 0.02% | 4,627 | 4,627 | — | $23.68万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $23.64万 | 0.02% | 841 | -71 | -7.8% | -$2.00万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $23.50万 | 0.02% | 2,100 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $23.37万 | 0.02% | 4,103 | 222 | 5.7% | $1.26万 | 加仓 |
| CLX | CLOROX CO DEL | $23.30万 | 0.02% | 2,249 | 38 | 1.7% | $3,938 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.25万 | 0.02% | 1,775 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $23.20万 | 0.02% | 1,941 | -108 | -5.3% | -$1.29万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $23.18万 | 0.02% | 5,757 | 275 | 5.0% | $1.11万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $23.07万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $23.00万 | 0.02% | 2,922 | 2,922 | — | $23.00万 | 新建仓 |
| BCI | ABRDN ETFS | $22.90万 | 0.02% | 9,428 | 9,428 | — | $22.90万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $22.89万 | 0.02% | 10,556 | -2,909 | -21.6% | -$6.31万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $22.86万 | 0.02% | 1,209 | -15 | -1.2% | -$2,836 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.75万 | 0.02% | 4,099 | 427 | 11.6% | $2.37万 | 加仓 |
| MPLX | MPLX LP | $22.64万 | 0.02% | 3,967 | -146 | -3.5% | -$8,332 | 减仓 |
| CAH | CARDINAL HEALTH INC | $22.62万 | 0.02% | 1,071 | 7 | 0.7% | $1,479 | 加仓 |
| TSN | TYSON FOODS INC | $22.49万 | 0.02% | 3,510 | 50 | 1.4% | $3,204 | 加仓 |
| SBUX | STARBUCKS CORP | $22.36万 | 0.02% | 2,496 | 29 | 1.2% | $2,598 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $22.31万 | 0.02% | 1,116 | 37 | 3.4% | $7,398 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $22.30万 | 0.02% | 1,487 | -10 | -0.7% | -$1,500 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.05万 | 0.02% | 285 | 285 | — | $22.05万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $22.04万 | 0.02% | 1,044 | -2 | -0.2% | -$422 | 减仓 |
| HACK | AMPLIFY ETF TR | $21.95万 | 0.02% | 2,923 | 330 | 12.7% | $2.48万 | 加仓 |
| ALL | ALLSTATE CORP | $21.90万 | 0.02% | 1,056 | 1,056 | — | $21.90万 | 新建仓 |
| ADBE | ADOBE INC | $21.86万 | 0.02% | 899 | 68 | 8.2% | $1.65万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.75万 | 0.02% | 555 | 555 | — | $21.75万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $21.61万 | 0.02% | 3,301 | -597 | -15.3% | -$3.91万 | 减仓 |
| XSOE | WISDOMTREE TR | $21.55万 | 0.02% | 5,375 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $21.51万 | 0.02% | 2,026 | 6 | 0.3% | $637 | 重新持有 |
| EMXC | ISHARES INC | $21.50万 | 0.02% | 2,733 | 2,733 | — | $21.50万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $21.49万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $21.40万 | 0.02% | 1,743 | 111 | 6.8% | $1.36万 | 加仓 |
| TFC | TRUIST FINL CORP | $21.40万 | 0.02% | 4,655 | -198 | -4.1% | -$9,101 | 减仓 |
| WELL | WELLTOWER INC | $21.40万 | 0.02% | 1,082 | 1,082 | — | $21.40万 | 新建仓 |
| WPC | WP CAREY INC | $21.36万 | 0.02% | 3,143 | 3,143 | — | $21.36万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $21.29万 | 0.02% | 1,911 | -11 | -0.6% | -$1,226 | 减仓 |
| SLB | SLB LIMITED | $20.88万 | 0.02% | 4,063 | 4,063 | — | $20.88万 | 新建仓 |
| UBS | UBS GROUP AG | $20.81万 | 0.02% | 5,327 | 44 | 0.8% | $1,719 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $20.54万 | 0.02% | 7,430 | 7,430 | — | $20.54万 | 新建仓 |