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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $6,041.80万 | 4.69% | 600,219 | -72,528 | -10.8% | -$730.07万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,724.45万 | 3.66% | 617,252 | 94,667 | 18.1% | $724.58万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,207.32万 | 3.26% | 743,606 | 47,955 | 6.9% | $271.33万 | 加仓 |
| IWY | ISHARES TR | $3,739.54万 | 2.90% | 150,279 | 13,804 | 10.1% | $343.50万 | 加仓 |
| AAPL | APPLE INC | $3,395.50万 | 2.63% | 133,792 | 3,144 | 2.4% | $79.79万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2,690.34万 | 2.09% | 1,370,872 | 62,392 | 4.8% | $122.44万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2,653.82万 | 2.06% | 1,358,845 | 27,735 | 2.1% | $54.17万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2,552.81万 | 1.98% | 1,249,969 | 44,951 | 3.7% | $91.80万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $2,481.57万 | 1.92% | 1,329,857 | 34,661 | 2.7% | $64.68万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $2,402.91万 | 1.86% | 1,459,850 | 92,821 | 6.8% | $152.78万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $2,375.78万 | 1.84% | 1,420,995 | 69,903 | 5.2% | $116.87万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,224.81万 | 1.73% | 487,362 | 137,755 | 39.4% | $628.85万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $2,175.66万 | 1.69% | 1,056,767 | 138,644 | 15.1% | $285.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,069.66万 | 1.61% | 118,673 | 3,364 | 2.9% | $58.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,974.24万 | 1.53% | 45,199 | -21 | -0.0% | -$9,173 | 减仓 |
| MSFT | MICROSOFT CORP | $1,954.72万 | 1.52% | 52,806 | 901 | 1.7% | $33.35万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $1,574.24万 | 1.22% | 219,224 | -12,795 | -5.5% | -$91.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,465.61万 | 1.14% | 22,536 | 469 | 2.1% | $30.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,426.28万 | 1.11% | 58,349 | -876 | -1.5% | -$21.41万 | 减仓 |
| GLD | SPDR GOLD TR | $1,229.63万 | 0.95% | 28,577 | 716 | 2.6% | $30.81万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,070.60万 | 0.83% | 93,169 | 9,410 | 11.2% | $108.13万 | 加仓 |
| AMZN | AMAZON COM INC | $1,052.56万 | 0.82% | 50,538 | 2,916 | 6.1% | $60.73万 | 加仓 |
| GOOGL | ALPHABET INC | $1,042.77万 | 0.81% | 36,263 | -9,792 | -21.3% | -$281.58万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,036.05万 | 0.80% | 220,859 | 82,197 | 59.3% | $385.59万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,018.72万 | 0.79% | 104,046 | 14,513 | 16.2% | $142.10万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1,004.36万 | 0.78% | 117,952 | 28,618 | 32.0% | $243.68万 | 加仓 |
| USMV | ISHARES TR | $981.30万 | 0.76% | 105,812 | -3,817 | -3.5% | -$35.40万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $940.25万 | 0.73% | 85,114 | -5,415 | -6.0% | -$59.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $900.59万 | 0.70% | 18,794 | 120 | 0.6% | $5.75万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $886.80万 | 0.69% | 91,782 | 20,472 | 28.7% | $197.80万 | 加仓 |
| COWZ | PACER FDS TR | $850.03万 | 0.66% | 135,874 | -40,574 | -23.0% | -$253.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $837.52万 | 0.65% | 272,986 | -55,184 | -16.8% | -$169.30万 | 减仓 |
| SDY | SPDR SERIES TRUST | $835.80万 | 0.65% | 57,270 | -1,476 | -2.5% | -$21.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $829.35万 | 0.64% | 25,852 | 768 | 3.1% | $24.64万 | 加仓 |
| ITOT | ISHARES TR | $741.76万 | 0.58% | 52,079 | -1,899 | -3.5% | -$27.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $731.80万 | 0.57% | 12,679 | 925 | 7.9% | $53.39万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $702.83万 | 0.55% | 73,242 | 15,873 | 27.7% | $152.32万 | 加仓 |
| — | EXXON MOBIL CORP | $675.58万 | 0.52% | 39,820 | -1,673 | -4.0% | -$28.38万 | 减仓 |
| SGOL | ETFS GOLD TR | $674.14万 | 0.52% | 151,084 | -1,722 | -1.1% | -$7.68万 | 减仓 |
| OEF | ISHARES TR | $670.66万 | 0.52% | 21,085 | -1,476 | -6.5% | -$46.95万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $665.27万 | 0.52% | 104,094 | -9,900 | -8.7% | -$63.27万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $629.02万 | 0.49% | 139,226 | -3,986 | -2.8% | -$18.01万 | 减仓 |
| PTLC | PACER FDS TR | $626.12万 | 0.49% | 119,352 | -31,104 | -20.7% | -$163.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $593.48万 | 0.46% | 20,175 | 603 | 3.1% | $17.74万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $587.86万 | 0.46% | 62,155 | 14,017 | 29.1% | $132.57万 | 加仓 |
| GLDM | WORLD GOLD TR | $572.25万 | 0.44% | 61,738 | 6,700 | 12.2% | $62.10万 | 加仓 |
| BIL | SPDR SERIES TRUST | $565.95万 | 0.44% | 61,758 | 3,171 | 5.4% | $29.06万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $561.51万 | 0.44% | 107,589 | 14,997 | 16.2% | $78.27万 | 加仓 |
| AVGO | BROADCOM INC | $559.23万 | 0.43% | 18,068 | 219 | 1.2% | $6.78万 | 加仓 |
| CVX | CHEVRON CORPORATION | $555.70万 | 0.43% | 26,858 | -1,238 | -4.4% | -$25.61万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $507.60万 | 0.39% | 45,974 | 161 | 0.4% | $1.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $503.05万 | 0.39% | 38,418 | -102 | -0.3% | -$1.34万 | 减仓 |
| SMH | VANECK ETF TRUST | $499.01万 | 0.39% | 13,015 | 1,022 | 8.5% | $39.18万 | 加仓 |
| IBDT | ISHARES TR | $496.02万 | 0.38% | 195,823 | 8,624 | 4.6% | $21.84万 | 加仓 |
| META | META PLATFORMS INC | $493.15万 | 0.38% | 8,620 | 295 | 3.5% | $16.88万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $487.98万 | 0.38% | 79,657 | 12,085 | 17.9% | $74.03万 | 加仓 |
| GOOG | ALPHABET INC | $483.63万 | 0.38% | 16,859 | 353 | 2.1% | $10.13万 | 加仓 |
| LLY | ELI LILLY & CO | $475.90万 | 0.37% | 5,174 | 557 | 12.1% | $51.23万 | 加仓 |
| SLV | ISHARES SILVER TR | $475.24万 | 0.37% | 69,745 | -2,577 | -3.6% | -$17.56万 | 减仓 |
| TSLA | TESLA INC | $464.28万 | 0.36% | 12,489 | -144 | -1.1% | -$5.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $455.88万 | 0.35% | 120,475 | 2,103 | 1.8% | $7.96万 | 加仓 |
| RTX | RTX CORPORATION | $453.72万 | 0.35% | 23,521 | 76 | 0.3% | $1.47万 | 加仓 |
| CAT | CATERPILLAR INC | $445.75万 | 0.35% | 6,292 | 262 | 4.3% | $18.56万 | 加仓 |
| IBDR | ISHARES TR | $423.82万 | 0.33% | 174,842 | 3,299 | 1.9% | $8.00万 | 加仓 |
| E | ENI SPA | $420.54万 | 0.33% | 74,288 | -60 | -0.1% | -$3,397 | 减仓 |
| UTES | ETFIS SER TR I | $417.36万 | 0.32% | 52,235 | 3,056 | 6.2% | $24.42万 | 加仓 |
| NLR | VANECK ETF TRUST | $417.07万 | 0.32% | 31,314 | 4,889 | 18.5% | $65.12万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $416.00万 | 0.32% | 16,165 | -83 | -0.5% | -$2.14万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $406.85万 | 0.32% | 53,952 | -13,408 | -19.9% | -$101.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $401.95万 | 0.31% | 20,487 | -556 | -2.6% | -$10.91万 | 减仓 |
| ABBV | ABBVIE INC | $391.44万 | 0.30% | 17,998 | -166 | -0.9% | -$3.61万 | 减仓 |
| MOAT | VANECK ETF TRUST | $389.34万 | 0.30% | 40,263 | 15,593 | 63.2% | $150.78万 | 加仓 |
| IBDS | ISHARES TR | $385.75万 | 0.30% | 159,136 | 8,934 | 5.9% | $21.66万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $379.97万 | 0.29% | 78,635 | 6,073 | 8.4% | $29.34万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $371.05万 | 0.29% | 158,601 | 20,726 | 15.0% | $48.49万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $366.92万 | 0.28% | 119,208 | -1,465 | -1.2% | -$4.51万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $365.61万 | 0.28% | 154,755 | 11,484 | 8.0% | $27.13万 | 加仓 |
| GSK | GSK PLC | $355.81万 | 0.28% | 64,469 | -757 | -1.2% | -$4.18万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $355.78万 | 0.28% | 150,408 | 15,169 | 11.2% | $35.88万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $354.90万 | 0.28% | 162,700 | 20,619 | 14.5% | $44.98万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $352.75万 | 0.27% | 153,210 | 19,899 | 14.9% | $45.82万 | 加仓 |
| PAVE | GLOBAL X FDS | $350.10万 | 0.27% | 68,903 | 13,608 | 24.6% | $69.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $347.56万 | 0.27% | 10,288 | 5,508 | 115.2% | $186.07万 | 加仓 |
| ET | ENERGY TRANSFER L P | $347.05万 | 0.27% | 179,817 | 128,783 | 252.3% | $248.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $345.84万 | 0.27% | 14,268 | 431 | 3.1% | $10.45万 | 加仓 |
| MO | ALTRIA GROUP INC | $342.88万 | 0.27% | 51,960 | -65 | -0.1% | -$4,289 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $342.80万 | 0.27% | 20,688 | 3,023 | 17.1% | $50.09万 | 加仓 |
| COP | CONOCOPHILLIPS | $339.44万 | 0.26% | 25,715 | 16,175 | 169.5% | $213.51万 | 加仓 |
| LOW | LOWES COS INC | $339.34万 | 0.26% | 14,362 | 70 | 0.5% | $1.65万 | 加仓 |
| MLPX | GLOBAL X FDS | $339.31万 | 0.26% | 45,890 | 22,292 | 94.5% | $164.83万 | 加仓 |
| IEFA | ISHARES TR | $336.11万 | 0.26% | 37,127 | -244 | -0.7% | -$2.21万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $334.19万 | 0.26% | 63,342 | -929 | -1.4% | -$4.90万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $333.63万 | 0.26% | 55,365 | -460 | -0.8% | -$2.77万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $326.81万 | 0.25% | 203,365 | 203,365 | — | $326.81万 | 新建仓 |
| IAU | ISHARES GOLD TR | $319.14万 | 0.25% | 36,200 | 488 | 1.4% | $4.30万 | 加仓 |
| GDX | VANECK ETF TRUST | $319.10万 | 0.25% | 34,772 | 3,269 | 10.4% | $30.00万 | 加仓 |
| PTNQ | PACER FDS TR | $306.99万 | 0.24% | 42,076 | -8,984 | -17.6% | -$65.55万 | 减仓 |
| HD | HOME DEPOT INC | $302.61万 | 0.23% | 9,201 | 458 | 5.2% | $15.06万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $301.27万 | 0.23% | 59,527 | 1,494 | 2.6% | $7.56万 | 加仓 |
| HGER | HARBOR ETF TRUST | $286.72万 | 0.22% | 92,461 | 4,738 | 5.4% | $14.69万 | 加仓 |