13FBOX
MONECO ADVISORS, LLC · 13F 持仓分析
期权收益计算器 机构排行

MONECO ADVISORS, LLC

No.2022 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.36亿
环比变动 Q1 2026
+$3.46亿+26.9%
持仓股票数
595
新买入
110
加仓
334
减仓
129
清仓
30
持股不变
22
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托SGOV
3.92%4.69%$6,414.3万63.7万股$6,041.8万60.0万股+3.7万股+6.15%加仓
S道富SPYM
3.59%3.66%$5,875.0万66.9万股$4,724.4万61.7万股+5.1万股+8.31%加仓
S道富SPYV
3.15%3.26%$5,147.7万84.7万股$4,207.3万74.4万股+10.3万股+13.88%加仓
苹果AAPL
2.92%2.63%$4,775.1万16.5万股$3,395.5万13.4万股+3.1万股+23.34%加仓
IiShares安硕信托IWY
2.65%2.9%$4,336.3万14.9万股$3,739.5万15.0万股-1,071股-0.71%减仓
英伟达NVDA
2.06%1.61%$3,375.0万16.9万股$2,069.7万11.9万股+5.0万股+42.13%加仓
SSPDR道富指数基金SPDW
1.92%1.73%$3,144.5万62.4万股$2,224.8万48.7万股+13.7万股+28.04%加仓
I景顺自营指数基金BSCR
1.76%2.09%$2,873.9万146.5万股$2,690.3万137.1万股+9.4万股+6.88%加仓
I景顺自营指数基金BSCQ
1.71%2.06%$2,795.0万143.2万股$2,653.8万135.9万股+7.3万股+5.35%加仓
I景顺自营指数基金BSCS
1.7%1.98%$2,775.2万136.3万股$2,552.8万125.0万股+11.3万股+9.02%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
1.65%1.92%$2,697.1万145.2万股$2,481.6万133.0万股+12.2万股+9.19%加仓
I景顺自营指数基金BSCV
1.58%1.86%$2,587.0万157.9万股$2,402.9万146.0万股+11.9万股+8.15%加仓
I景顺自营指数基金BSCU
1.56%1.84%$2,558.2万153.7万股$2,375.8万142.1万股+11.6万股+8.16%加仓
I景顺自营指数基金BSCW
1.48%1.69%$2,419.4万118.0万股$2,175.7万105.7万股+12.3万股+11.63%加仓
V先锋领航指数基金VUG
1.47%1.53%$2,403.8万27.9万股$1,974.2万4.5万股+23.4万股+517.41%加仓
微软MSFT
1.4%1.52%$2,295.8万6.2万股$1,954.7万5.3万股+8,740股+16.55%加仓
SSPDR道富系列信托SPYG
1.23%0.79%$2,016.5万16.9万股$1,018.7万10.4万股+6.5万股+62.88%加仓
亚马逊AMZN
1.02%0.82%$1,676.6万7.0万股$1,052.6万5.1万股+2.0万股+39.19%加仓
SSPDR标普500 ETFSPY
1.02%1.14%$1,664.0万2.2万股$1,465.6万2.3万股-253股-1.12%减仓
强生JNJ
1%1.11%$1,638.1万6.5万股$1,426.3万5.8万股+6,152股+10.54%加仓
JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF
0.93%1.22%$1,529.1万19.0万股$1,574.2万21.9万股-2.9万股-13.17%减仓
谷歌AGOOGL
0.9%0.81%$1,471.9万4.1万股$1,042.8万3.6万股+4,925股+13.58%加仓
AAvantis·U SAVUV
0.9%0.73%$1,471.9万11.8万股$940.3万8.5万股+3.3万股+38.61%加仓
SSPDR道富指数基金SPEM
0.82%0.8%$1,334.8万25.8万股$1,036.0万22.1万股+3.7万股+16.72%加仓
S道富SLYG
0.76%0.69%$1,247.6万10.5万股$886.8万9.2万股+1.3万股+14.10%加仓
美光科技MU
0.76%0.27%$1,235.6万1.1万股$347.6万1.0万股+417股+4.05%加仓
I景顺·S&PRWL
0.75%0.83%$1,234.7万9.7万股$1,070.6万9.3万股+3,476股+3.73%加仓
S道富MDYV
0.74%0.78%$1,216.0万12.8万股$1,004.4万11.8万股+1.0万股+8.69%加仓
博通AVGO
0.69%0.43%$1,133.1万3.0万股$559.2万1.8万股+1.2万股+66.02%加仓
伯克希尔哈撒韦BRK.B
0.69%0.7%$1,131.6万2.3万股$900.6万1.9万股+3,821股+20.33%加仓
AMD超威AMD
0.67%0.17%$1,101.7万1.9万股$218.9万1.1万股+8,205股+76.25%加仓
SSPDR黄金信托GLD
0.64%0.95%$1,054.9万2.9万股$1,229.6万2.9万股+59股+0.21%加仓
卡特彼勒CAT
0.63%0.35%$1,034.1万9,710股$445.7万6,292股+3,418股+54.32%加仓
VanEck ETF信托SMH
0.63%0.39%$1,027.7万1.6万股$499.0万1.3万股+2,654股+20.39%加仓
I景顺QQQ信托VOO
0.61%0.57%$1,001.6万1.4万股$731.8万1.3万股+922股+7.27%加仓
AAlphabet Inc Class CGOOG
0.61%0.38%$995.0万2.8万股$483.6万1.7万股+1.1万股+67.03%加仓
S道富MDYG
0.6%0.55%$989.3万8.8万股$702.8万7.3万股+1.5万股+20.51%加仓
G通用动力VTI
0.6%0.64%$984.4万2.7万股$829.4万2.6万股+751股+2.90%加仓
IiShares安硕信托USMV
0.59%0.76%$965.6万10.0万股$981.3万10.6万股-5,707股-5.39%减仓
S嘉信策略信托SCHD
0.58%0.65%$946.1万29.8万股$837.5万27.3万股+2.5万股+9.29%加仓
SSPDR道富系列信托SDY
0.56%0.65%$909.9万6.0万股$835.8万5.7万股+2,518股+4.40%加仓
Meta平台META
0.5%0.38%$816.5万1.4万股$493.2万8,620股+5,874股+68.14%加仓
IiShares安硕信托ITOT
0.49%0.58%$809.1万4.9万股$741.8万5.2万股-2,825股-5.42%减仓
PPIMCO太平洋投资管理ETFMINT
0.49%0.2%$798.5万7.9万股$257.6万2.6万股+5.4万股+209.29%加仓
摩根大通JPM
0.49%0.46%$798.5万2.4万股$593.5万2.0万股+4,219股+20.91%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.45%0.46%$741.3万6.8万股$587.9万6.2万股+5,788股+9.31%加仓
礼来LLY
0.45%0.37%$736.9万6,143股$475.9万5,174股+969股+18.73%加仓
IiShares安硕·S&P 100 ETFIWO
0.45%0.52%$735.7万2.0万股$670.7万2.1万股-976股-4.63%减仓
PPacer基金信托COWZ
0.45%0.66%$730.5万11.7万股$850.0万13.6万股-1.8万股-13.56%减仓
J摩根大通交易所交易基金JPLD
0.44%0.44%$717.8万13.8万股$561.5万10.8万股+3.0万股+27.84%加仓

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