Moneta Group Investment Advisors LLC 13F 持仓 · 2026年Q2
Moneta Group Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 876 只证券，申报市值合计 135.16 亿美元。前几大持仓：SCHX（8.43%）、VO（6.00%）、VEA（5.78%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $1.14B | 8.43% | 38.7M | 增持 |
| 2 | VO | VANGUARD INDEX FDS | $810.5M | 6.00% | 10.1M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $780.8M | 5.78% | 11.0M | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $750.2M | 5.55% | 3.4M | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $744.2M | 5.51% | 8.6M | 增持 |
| 6 | VV | VANGUARD INDEX FDS | $491.6M | 3.64% | 1.4M | 增持 |
| 7 | IEMG | ISHARES INC | $481.2M | 3.56% | 5.8M | 增持 |
| 8 | IVV | ISHARES TR | $434.5M | 3.21% | 580,170 | 增持 |
| 9 | SCHM | SCHWAB STRATEGIC TR | $433.9M | 3.21% | 11.8M | 增持 |
| 10 | IEFA | ISHARES TR | $281.1M | 2.08% | 2.9M | 增持 |
| 11 | VOT | VANGUARD INDEX FDS | $231.8M | 1.72% | 756,813 | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $225.5M | 1.67% | 6.7M | 增持 |
| 13 | VOE | VANGUARD INDEX FDS | $224.4M | 1.66% | 1.1M | 增持 |
| 14 | IJR | ISHARES TR | $219.8M | 1.63% | 1.5M | 增持 |
| 15 | AAPL | APPLE INC | $215.5M | 1.59% | 744,798 | 增持 |
| 16 | VBK | VANGUARD INDEX FDS | $196.9M | 1.46% | 538,400 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $195.5M | 1.45% | 528,434 | 减持 |
| 18 | SCHV | SCHWAB STRATEGIC TR | $184.2M | 1.36% | 5.3M | 增持 |
| 19 | ADM | ARCHER DANIELS MIDLAND CO | $178.6M | 1.32% | 2.3M | 减持 |
| 20 | IVW | ISHARES TR | $177.3M | 1.31% | 1.3M | 增持 |
| 21 | BIL | SPDR SERIES TRUST | $176.4M | 1.30% | 1.9M | 增持 |
| 22 | VB | VANGUARD INDEX FDS | $153.4M | 1.13% | 506,003 | 减持 |
| 23 | IWF | ISHARES TR | $136.0M | 1.01% | 1.1M | 减持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $136.1M | 1.01% | 182,296 | 减持 |
| 25 | IJH | ISHARES TR | $135.6M | 1.00% | 1.8M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR