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MSH Capital Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MSH Capital Advisors LLC

报告期 2026-03-31 · CIK 0002056306

持仓数

273

前50大市值合计

$294.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$43.3M

170,789

14.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$15.5M

241,612

5.3%

SDY SPDR SERIES TRUST

STATE STREET SPD

$13.4M

91,692

4.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$10.0M

325,088

3.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$9.3M

317,714

3.1%

IEFA ISHARES TR

CORE MSCI EAFE

$8.9M

97,828

3.0%

IVV ISHARES TR

CORE S&P500 ETF

$8.5M

13,035

2.9%

JPM JPMORGAN CHASE & CO

COM

$8.4M

28,476

2.8%

MSFT MICROSOFT CORP

COM

$7.7M

20,706

2.6%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$7.4M

50,165

2.5%

— EXXON MOBIL CORP

COM

$6.8M

39,842

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.5M

13,491

2.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$6.4M

14,564

2.2%

IVW ISHARES TR

S&P 500 GRWT ETF

$5.9M

52,098

2.0%

NOBL PROSHARES TR

S&P 500 DV ARIST

$5.7M

53,761

1.9%

IJH ISHARES TR

CORE S&P MCP ETF

$5.6M

83,083

1.9%

KO COCA COLA CO

COM

$5.6M

73,509

1.9%

IJR ISHARES TR

CORE S&P SCP ETF

$5.4M

43,805

1.8%

JNJ JOHNSON & JOHNSON

COM

$5.2M

21,075

1.7%

SCZ ISHARES TR

EAFE SML CP ETF

$5.0M

64,179

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$5.0M

17,478

1.7%

SHW SHERWIN WILLIAMS CO

COM

$4.6M

14,198

1.5%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$4.4M

57,088

1.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$4.4M

22,372

1.5%

IVE ISHARES TR

S&P 500 VAL ETF

$4.3M

20,563

1.5%

AMZN AMAZON COM INC

COM

$4.3M

20,676

1.5%

TSLA TESLA INC

COM

$4.2M

11,282

1.4%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$4.1M

21,993

1.4%

BLK BLACKROCK INC

COM

$4.0M

4,148

1.4%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$3.8M

49,405

1.3%

O REALTY INCOME CORP

COM

$3.6M

59,183

1.2%

IWS ISHARES TR

RUS MDCP VAL ETF

$3.5M

24,261

1.2%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$3.5M

16,211

1.2%

NVDA NVIDIA CORPORATION

COM

$3.5M

20,107

1.2%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$3.4M

13,376

1.2%

VZ VERIZON COMMUNICATIONS INC

COM

$3.4M

66,893

1.1%

CME CME GROUP INC

COM

$3.2M

10,783

1.1%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$3.2M

10,523

1.1%

CSCO CISCO SYS INC

COM

$3.1M

40,336

1.1%

IWP ISHARES TR

RUS MD CP GR ETF

$3.1M

23,952

1.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.9M

13,707

1.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.9M

4,832

1.0%

FTLS FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY

$2.8M

39,536

0.9%

IJS ISHARES TR

SP SMCP600VL ETF

$2.8M

23,399

0.9%

WMT WALMART INC

COM

$2.8M

22,184

0.9%

ABBV ABBVIE INC

COM

$2.8M

12,670

0.9%

AWK AMERICAN WTR WKS CO INC NEW

COM

$2.7M

20,179

0.9%

XGDVX GABELLI DIVID & INCOME TR

COM

$2.7M

100,571

0.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$2.7M

18,346

0.9%

IJT ISHARES TR

S&P SML 600 GWT

$2.7M

18,388

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

AAPL14.7%VEA5.3%SDY4.5%SCHD3.4%SCHG3.1%IEFA3.0%