MONOGRAPH WEALTH ADVISORS, LLC
MANHATTAN BEACH CA · SEC CIK 0001776588
$10.55亿2026Q1 申报市值
144持仓数
73.5%前十大占比 · 第一大 25.2%
18 / 7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
DFA US Core Equi 加仓+$578.16万
NVDA 加仓+$513.01万
AAPL 加仓+$422.30万
GOOGL 加仓+$422.26万
IGSB 加仓+$376.07万
2026Q1 卖出最多 按季末市值估算
JPM 减仓-$441.31万
MSFT 减仓-$380.40万
KMI 清仓-$139.56万
AMZN 减仓-$104.51万
BAC 清仓-$99.72万
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | Servicenow | $44.43万 | 0.04% | 4,250 | 4,250 | — | $44.43万 | 新建仓 |
| KEYS | Keysight Tech Inc | $42.36万 | 0.04% | 1,500 | 1,500 | — | $42.36万 | 新建仓 |
| IWB | iShares Russell | $41.72万 | 0.04% | 1,170 | 0 | 0.0% | — | 不变 |
| COWZ | Pacer FDS TR US Cash (cows 100) | $40.68万 | 0.04% | 6,502 | 0 | 0.0% | — | 不变 |
| JPM | JP Morgan Chase & Co. | $39.34万 | 0.04% | 1,337 | -15,000 | -91.8% | -$441.31万 | 减仓 |
| VRT | Vertiv Holdings Co | $38.71万 | 0.04% | 1,545 | 1,545 | — | $38.71万 | 新建仓 |
| — | Honeywell Intl. | $38.29万 | 0.04% | 1,694 | 0 | 0.0% | — | 不变 |
| MGK | Vanguard Mega Cap Growth ETF | $37.37万 | 0.04% | 1,017 | -198 | -16.3% | -$7.28万 | 减仓 |
| NRG | NRG Energy Inc | $36.86万 | 0.03% | 2,522 | 5 | 0.2% | $731 | 加仓 |
| IBM | International Bus.MCHS. | $36.70万 | 0.03% | 1,514 | 0 | 0.0% | — | 不变 |
| MSTR | Microstrategy Inc CL | $36.65万 | 0.03% | 2,936 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman | $35.07万 | 0.03% | 514 | 514 | — | $35.07万 | 新建仓 |
| — | Exxon Mobil | $33.69万 | 0.03% | 1,986 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large-Cap ETF | $32.66万 | 0.03% | 1,093 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Systems Inc | $32.21万 | 0.03% | 1,325 | 1,325 | — | $32.21万 | 新建仓 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $31.82万 | 0.03% | 2,234 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth GP. | $31.78万 | 0.03% | 1,174 | 75 | 6.8% | $2.03万 | 加仓 |
| IWO | iShares Russell 2000 Growth ETF | $31.17万 | 0.03% | 993 | 0 | 0.0% | — | 不变 |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $31.09万 | 0.03% | 6,870 | 0 | 0.0% | — | 不变 |
| — | Siren ETF TR Divcon Leaders Divid ETF | $30.68万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total Intl Stock Index ETF | $30.50万 | 0.03% | 3,955 | 490 | 14.1% | $3.78万 | 加仓 |
| TGT | Target | $29.68万 | 0.03% | 2,449 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR Portfolio S&P 500 ETF | $28.67万 | 0.03% | 3,746 | 0 | 0.0% | — | 不变 |
| KFY | Korn Ferry Intl. | $26.28万 | 0.02% | 4,138 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce.Com | $26.02万 | 0.02% | 1,394 | 1,394 | — | $26.02万 | 新建仓 |
| FDN | First Trust Dow Jones | $25.74万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Vector Equity ETF | $25.48万 | 0.02% | 4,293 | 4,293 | — | $25.48万 | 新建仓 |
| USMV | iShares Edge MSCI Min Vol USA ETF | $24.96万 | 0.02% | 2,691 | 2,691 | — | $24.96万 | 新建仓 |
| PECO | Phillips Edison & Co Inc | $24.91万 | 0.02% | 6,638 | 0 | 0.0% | — | 不变 |
| VIA | Via Transn Inc Com | $24.89万 | 0.02% | 16,596 | 16,596 | — | $24.89万 | 新建仓 |
| XETYX | Eaton Vance Tax MG Cef | $24.82万 | 0.02% | 18,000 | -295 | -1.6% | -$4,068 | 减仓 |
| XLK | Technology Select Sector SPDR ETF | $24.53万 | 0.02% | 1,846 | 1,846 | — | $24.53万 | 新建仓 |
| IEMG | iShares Core MSCI Emerging Market ETF | $24.27万 | 0.02% | 3,480 | 0 | 0.0% | — | 不变 |
| EZU | iShares MSCI Emu ETF | $23.82万 | 0.02% | 3,803 | 0 | 0.0% | — | 不变 |
| BKNG | Booking HLDGS Inc Com | $23.58万 | 0.02% | 56 | -20 | -26.3% | -$8.42万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap | $21.82万 | 0.02% | 3,231 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir | $21.21万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $20.58万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small-Cap | $20.10万 | 0.02% | 1,617 | -430 | -21.0% | -$5.35万 | 减仓 |
| LION | Lionsgate Studios | $19.64万 | 0.02% | 20,481 | 0 | 0.0% | — | 不变 |
| ACHR | Archer Aviation Inc | $9.79万 | 0.01% | 18,931 | 0 | 0.0% | — | 不变 |
| — | Offerpad Solutions Inc Class A | $3.90万 | 0.00% | 59,534 | 0 | 0.0% | — | 不变 |
| — | Connect Biopharma HLDG F | $2.92万 | 0.00% | 11,130 | 0 | 0.0% | — | 不变 |
| — | Eightco Holdings Inc | $1.76万 | 0.00% | 18,900 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan | $0 | 0.00% | 0 | -50,767 | -100.0% | -$139.56万 | 清仓 |
| BAC | Bank Of America | $0 | 0.00% | 0 | -18,130 | -100.0% | -$99.72万 | 清仓 |
| CSCO | Cisco Systems | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | Procter & Gamble | $0 | 0.00% | 0 | -5,550 | -100.0% | -$79.54万 | 清仓 |
| OKE | Oneok Inc | $0 | 0.00% | 0 | -5,514 | -100.0% | -$40.53万 | 清仓 |
| BITB | Bitwise Bitcoin ETF (TR SHS Ben Int) | $0 | 0.00% | 0 | -7,409 | -100.0% | -$35.24万 | 清仓 |
| — | Avanos Med Inc Com | $0 | 0.00% | 0 | -29,289 | -100.0% | -$32.89万 | 清仓 |
| IWS | iShares Russell Mid Cap Value ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Pathfinder Bancorp, Inc. | $0 | 0.00% | 0 | -11,300 | -100.0% | -$15.94万 | 清仓 |