MA

Moneco Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$12.9亿

申报季度: 2026-03-31 · 持股只数: 515

MONECO ADVISORS, LLC在最新一期 13F 报告中披露了 515 项持股，申报期为 2026-03-31，总持股市值约为 US$12.9亿，季度换手率为 15.3%。

机构性格雪花图

集中度
4.85
持仓稳定性
15.33
动能／逆势
100
行业集中度
48.15
多样化
100
仓位均衡度
77.06

近期动向

  • 减仓 SGOV

    -10.8%　-US$711.2万

  • 加仓 SPDW

    +39.4%　US$672.2万

  • 减仓 MSFT

    +1.7%　-US$555.5万

  • 加仓 SPYM

    +18.1%　US$532.3万

  • 减仓 GOOGL

    -21.3%　-US$398.8万

  • 加仓 SPEM

    +59.3%　US$387.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SGOVIshares 0-3 Month Treasury BETF-政府公债4.69%-0.67%-10.78%
2SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长3.66%+0.33%+18.12%
3SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长3.26%+0.12%+6.89%
4IWYIshares Russell Top 200 GrowETF-其他2.90%—+10.11%
5AAPLApple INC股票-科技2.63%-0.19%+2.41%
6BSCRInvesco Bulletshares 2027 CbETF-其他2.09%+0.04%+4.77%
7BSCQInvesco Bulletshares 2026 CbETF-其他2.06%—+2.08%
8BSCSInvesco Bulletshares 2028 CbETF-其他1.98%—+3.73%
9BSCTInvesco Bulletshares 2029 CbETF-其他1.92%—+2.68%
10BSCVInvesco Bulletshares 2031 CbETF-其他1.86%+0.05%+6.79%
11BSCUInvesco Bulletshares 2030 CbETF-其他1.84%+0.03%+5.17%
12SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.73%+0.50%+39.40%
13BSCWInvesco Bulletshares 2032 CbETF-其他1.69%+0.17%+15.10%
14NVDANvidia CORP股票-科技1.61%—+2.92%
15VUGVanguard Growth ETFETF-其他1.53%-0.22%-0.05%
16MSFTMicrosoft CORP股票-科技1.52%-0.47%+1.74%
17JPEFJpmorgan Equity Focus ETFETF-其他1.22%-0.16%-5.51%
18SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.14%—+2.13%
19JNJJohnson & Johnson股票-医疗保健1.11%+0.14%-1.48%
20GLDSpdr Gold SharesETF-避险与商品0.95%+0.07%+2.57%
21RWLInvesco S&p 500 Revenue ETFETF-大型股与成长0.83%+0.07%+11.23%
22AMZNAmazon.com INC股票-周期性消费0.82%—+6.12%
23GOOGLAlphabet Inc-cl A股票-通信服务0.81%-0.33%-21.26%
24SPEMState Street Sp Ptf Em ETFETF-其他0.80%+0.28%+59.28%
25SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.79%—+16.21%
26MDYVSs Spdr S&p 400 Mc Val ETFETF-其他0.78%+0.18%+32.03%
27USMVIshares Msci USA Min Vol FacETF-其他0.76%—-3.48%
28AVUVAvantis US Small Cap ValueETF-中小型股0.73%—-5.98%
29BRK-BBerkshire Hathaway Inc-cl B股票-其他0.70%—+0.64%
30SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他0.69%+0.16%+28.71%
31COWZPacer US Cash Cows 100 ETFETF-其他0.66%-0.18%-22.99%
32SCHDSchwab US Dvd Equity ETFETF-其他0.65%—-16.82%
33SDYSs Spdr S&p Dividend ETFETF-其他0.65%—-2.51%
34VTIVanguard Total Stock Mkt ETFETF-其他0.64%—+3.06%
35ITOTIshares Core S&p Total U.s.ETF-其他0.58%—-3.52%
36QQQInvesco Qqq Trust Series 1ETF-科技型0.57%—+7.87%
37MDYGSs Spdr S&p 400 Mc Gr ETFETF-其他0.55%+0.13%+27.67%
38XOMExxon Mobil CORP股票-能源0.52%+0.12%-4.03%
39SGOLAbrdn Physical Gold SharesETF-避险与商品0.52%—-1.13%
40OEFIshares S&p 100 ETFETF-其他0.52%-0.09%-6.54%
41HELOJpmorgan Hedged Equity ETFETF-其他0.52%-0.08%-8.68%
42JMBSJanus Henderson Mortg BackedETF-其他0.49%—-2.78%
43PTLCPacer Trendpilot US Large CaETF-其他0.49%-0.17%-20.67%
44JPMJpmorgan Chase & Co股票-金融0.46%—+3.08%
45SLYVSs Spdr S&p 600 Sc Val ETFETF-其他0.46%+0.11%+29.12%
46GLDMSpdr Gold Minishares TrustETF-避险与商品0.44%+0.07%+12.17%
47BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.44%—+5.41%
48JPLDJpmorgan LTD Duration ETFETF-其他0.44%—+16.20%
49AVGOBroadcom INC股票-科技0.43%—+1.23%
50CVXChevron CORP股票-能源0.43%+0.09%-4.41%
1–50 of 515

本季持股变动

Moneco Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Nuveen S&p 500 Dynam Overwr (XSSPX); 清仓: Alibaba Group Holding-sp Adr (BABA); 清仓: Toronto-dominion Bank (TD); 清仓: Ishares Msci Singapore ETF (EWS).

Moneco Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SPDWSte Str Spdr Pt Dw EU ETF+0.5%+39.40%加仓
2SPYMSte Str Spdr Pt S&p 500 ETF+0.3%+18.12%加仓
3SPEMState Street Sp Ptf Em ETF+0.3%+59.28%加仓
4ETEnergy Transfer LP+0.2%+252.35%加仓
5COPConocophillips+0.2%+169.55%加仓
6MDYVSs Spdr S&p 400 Mc Val ETF+0.2%+32.03%加仓
7BSCWInvesco Bulletshares 2032 Cb+0.2%+15.10%加仓
8SLYGSs Spdr S&p 600 Sc Gr ETF+0.2%+28.71%加仓
9MUMicron Technology INC+0.2%+115.23%加仓
10MLPXGlobal X Mlp & Energy Infras+0.2%+94.47%加仓
11JNJJohnson & Johnson+0.1%-1.48%减仓
12XLESs Energy Select Sector+0.1%+17.88%加仓
13MDYGSs Spdr S&p 400 Mc Gr ETF+0.1%+27.67%加仓
14SPYVSs Spdr P S&p 500 Value ETF+0.1%+6.89%加仓
15XOMExxon Mobil CORP+0.1%-4.03%减仓
16SLYVSs Spdr S&p 600 Sc Val ETF+0.1%+29.12%加仓
17EEni Spa-sponsored Adr+0.1%-0.08%减仓
18MOATVaneck Morningstar Wide Moat+0.1%+63.21%加仓
19CVXChevron CORP+0.1%-4.41%减仓
20CATCaterpillar INC+0.1%+4.34%加仓
21GLDSpdr Gold Shares+0.1%+2.57%加仓
22RWLInvesco S&p 500 Revenue ETF+0.1%+11.23%加仓
23GLDMSpdr Gold Minishares Trust+0.1%+12.17%加仓
24XLFSs Financial Select Sector+0.1%+67.78%加仓
25BSCVInvesco Bulletshares 2031 Cb+0.1%+6.79%加仓
26BSCRInvesco Bulletshares 2027 Cb0%+4.77%加仓
27BSCUInvesco Bulletshares 2030 Cb0%+5.17%加仓
28PTNQPacer Trendpilot 100 ETF-0.1%-17.59%减仓
29HELOJpmorgan Hedged Equity ETF-0.1%-8.68%减仓
30SPTMSs Spdr P S&p 1500 Comp ETF-0.1%-36.71%减仓
31GBTCGrayscale Bitcoin Trust ETF-0.1%-1.45%减仓
32TSLATesla INC-0.1%-1.14%减仓
33OEFIshares S&p 100 ETF-0.1%-6.54%减仓
34CCitigroup INC-0.1%-55.83%减仓
35JPEFJpmorgan Equity Focus ETF-0.2%-5.51%减仓
36PTLCPacer Trendpilot US Large Ca-0.2%-20.67%减仓
37COWZPacer US Cash Cows 100 ETF-0.2%-22.99%减仓
38AAPLApple INC-0.2%+2.41%加仓
39VUGVanguard Growth ETF-0.2%-0.05%减仓
40GOOGLAlphabet Inc-cl A-0.3%-21.26%减仓
41MSFTMicrosoft CORP-0.5%+1.74%加仓
42SGOVIshares 0-3 Month Treasury B-0.7%-10.78%减仓
43XBXMXNuveen S&p 500 Buy-wr INC—EXIT清仓
44XSSPXNuveen S&p 500 Dynam Overwr—NEW新建仓
45BABAAlibaba Group Holding-sp Adr—EXIT清仓
46TDToronto-dominion Bank—EXIT清仓
47EWSIshares Msci Singapore ETF—EXIT清仓
48ROBORobo Global Robotics And Aut—NEW新建仓
49LANDGladstone Land CORP—NEW新建仓
50EPPIshares Msci Pacific Ex Japa—EXIT清仓

FAQ

Moneco Advisors, LLC 是什么机构？属于哪种投资人类型？
Moneco Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.9亿，分布在 515 个已申报仓位之中。
Moneco Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Moneco Advisors, LLC 按市值排列的前几大持股为： 1. Ishares 0-3 Month Treasury B (SGOV) — US$6041.8万 (4.7%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$4724.4万 (3.7%) 3. Ss Spdr P S&p 500 Value ETF (SPYV) — US$4207.3万 (3.3%) 4. Ishares Russell Top 200 Grow (IWY) — US$3739.5万 (2.9%) 5. Apple INC (AAPL) — US$3395.5万 (2.6%)
Moneco Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Moneco Advisors, LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 25 个既有持股、减仓 17 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Nuveen S&p 500 Dynam Overwr (XSSPX); 清仓: Alibaba Group Holding-sp Adr (BABA); 清仓: Toronto-dominion Bank (TD); 清仓: Ishares Msci Singapore ETF (EWS)
Moneco Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Moneco Advisors, LLC 的主要板块分布如下： • Information Technology: 31.4% • Health Care: 12.4% • Financials: 10.8% • Energy: 10.0% • Industrials: 9.1% • Communication Services: 7.9%