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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.50万 | 0.02% | 3,173 | 1 | 0.0% | $65 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.41万 | 0.02% | 4,347 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.27万 | 0.02% | 418 | -1,410 | -77.1% | -$68.37万 | 重新持有 |
| PSI | INVESCO EXCHANGE TRADED FD T | $20.24万 | 0.02% | 2,145 | 2,145 | — | $20.24万 | 新建仓 |
| UGI | UGI CORP NEW | $20.20万 | 0.02% | 5,546 | 29 | 0.5% | $1,056 | 加仓 |
| TRGP | TARGA RES CORP | $20.06万 | 0.02% | 800 | 800 | — | $20.06万 | 新建仓 |
| SNY | SANOFI SA | $20.05万 | 0.02% | 4,162 | 4,162 | — | $20.05万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $20.03万 | 0.02% | 8,591 | -567 | -6.2% | -$1.32万 | 减仓 |
| TSSI | TSS INC DEL | $14.29万 | 0.01% | 10,980 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $11.47万 | 0.01% | 11,140 | 214 | 2.0% | $2,204 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $10.21万 | 0.01% | 14,544 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $7.09万 | 0.01% | 13,691 | -3,500 | -20.4% | -$1.81万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $6.60万 | 0.01% | 13,300 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $2.30万 | 0.00% | 11,462 | 11,462 | — | $2.30万 | 新建仓 |
| — | CARDIOL THERAPEUTICS INC | $2.02万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -246,917 | -100.0% | -$362.97万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -18,578 | -100.0% | -$272.32万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -28,158 | -100.0% | -$265.25万 | 清仓 |
| EWS | ISHARES INC | $0 | 0.00% | 0 | -83,933 | -100.0% | -$230.90万 | 清仓 |
| EPP | ISHARES INC | $0 | 0.00% | 0 | -26,187 | -100.0% | -$132.17万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -25,841 | -100.0% | -$87.99万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -12,788 | -100.0% | -$63.95万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,087 | -100.0% | -$56.75万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -3,213 | -100.0% | -$41.44万 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -11,945 | -100.0% | -$34.09万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,155 | -100.0% | -$33.01万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,773 | -100.0% | -$28.71万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AQST | AQUESTIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -38,515 | -100.0% | -$24.88万 | 清仓 |
| BIDD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -8,376 | -100.0% | -$24.14万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,640 | -100.0% | -$23.14万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -219 | -100.0% | -$22.11万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -3,975 | -100.0% | -$21.82万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -460 | -100.0% | -$21.61万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,617 | -100.0% | -$21.47万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -5,029 | -100.0% | -$20.87万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,062 | -100.0% | -$20.50万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -28 | -100.0% | -$20.44万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -2,091 | -100.0% | -$20.14万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -11,917 | -100.0% | -$16.85万 | 清仓 |