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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
$294.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 58
减持 71
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$4.2M
4,074
清仓
—
BLACKROCK INC
-$3.9M
0
-100%
减持
SCZ
ISHARES TR
-$1.9M
64,063
-25%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$1.6M
47,978
-48%
减持
PTRB
PGIM ETF TR
-$1.6M
47,231
-43%
减持
CVS
CVS HEALTH CORP
-$1.5M
4,853
-82%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.2M
26,120
-50%
减持
WMT
WALMART INC
-$1.2M
14,945
-52%
建仓
O
REALTY INCOME CORP
+$1.1M
20,729
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
清仓
FAST
FASTENAL CO
-$1.0M
0
-100%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$1.0M
31,272
-39%
减持
PFE
PFIZER INC
-$1.0M
34,100
-49%
清仓
MNBD
ALPS ETF TR
-$924.6K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$883.2K
145,399
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$849.1K
30,305
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$779.1K
230,368
+325%
建仓
GLDM
WORLD GOLD TR
+$624.9K
12,020
减持
DGX
QUEST DIAGNOSTICS INC
-$617.0K
7,856
-32%
增持
CME
CME GROUP INC
+$585.6K
10,533
+25%
减持
KO
COCA COLA CO
-$571.8K
59,552
-0%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$559.3K
17,803
+57%
建仓
BA
BOEING CO
+$555.1K
3,136
建仓
RTO
RENTOKIL INITIAL PLC
+$554.8K
21,912
增持
SHW
SHERWIN WILLIAMS CO
-$539.8K
14,744
+1%
增持
IVW
ISHARES TR
+$535.7K
55,503
+4%
增持
UGI
UGI CORP NEW
+$533.4K
55,783
+34%
减持
AAPL
APPLE INC
+$532.1K
43,050
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$498.7K
537
-59%
增持
KMI
KINDER MORGAN INC DEL
+$489.4K
91,369
+0%
减持
VUG
VANGUARD INDEX FDS
-$484.2K
12,512
-15%
建仓
GH
GUARDANT HEALTH INC
+$480.5K
15,727
减持
—
EXXON MOBIL CORP
-$475.8K
34,608
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$442.1K
5,725
+155%
增持
SPYM
SPDR SER TR
+$434.6K
55,805
+10%
增持
AMZN
AMAZON COM INC
+$429.9K
12,219
+1%
增持
IEFA
ISHARES TR
-$379.5K
58,537
+2%
增持
TSLA
TESLA INC
+$367.0K
2,248
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$366.2K
52,090
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$355.1K
239,597
+227%
增持
EMR
EMERSON ELEC CO
+$354.8K
21,489
+2%
增持
IJS
ISHARES TR
+$346.0K
24,746
+14%
减持
TGT
TARGET CORP
-$333.7K
11,919
-4%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$332.3K
14,891
-22%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$322.1K
12,490
增持
TROW
PRICE T ROWE GROUP INC
+$301.6K
19,997
+11%
清仓
PECO
PHILLIPS EDISON & CO INC
-$289.2K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$272.5K
4,933
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$272.1K
13,470
-3%
减持
JNJ
JOHNSON & JOHNSON
-$271.8K
14,883
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$271.6K
2,883
-50%
建仓
ECG
EVERUS CONSTR GROUP
+$270.2K
4,109
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$269.6K
9,882
清仓
GSK
GSK PLC
-$254.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$252.0K
4,368
+10%
增持
IJT
ISHARES TR
+$240.2K
19,731
+13%
清仓
—
DUPONT DE NEMOURS INC
-$238.8K
0
-100%
增持
IJR
ISHARES TR
+$238.0K
44,629
+6%
减持
ABBV
ABBVIE INC
-$237.7K
8,882
-3%
清仓
ULTA
ULTA BEAUTY INC
-$233.9K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$232.3K
6,105
+84%
清仓
ZTS
ZOETIS INC
-$230.9K
0
-100%
减持
V
VISA INC
+$223.9K
6,352
-2%
建仓
GFL
GFL ENVIRONMENTAL INC
+$222.7K
5,000
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$220.5K
8,118
-3%
增持
ET
ENERGY TRANSFER L P
+$219.6K
41,948
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$213.2K
37,570
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$208.0K
16,926
+64%
减持
PEP
PEPSICO INC
-$205.6K
7,856
-5%
清仓
MOAT
VANECK ETF TRUST
-$204.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$202.4K
1,396
-3%
增持
STRA
STRATEGIC ED INC
+$198.8K
11,096
+23%
增持
VBK
VANGUARD INDEX FDS
+$193.1K
10,263
+2%
减持
—
MEDTRONIC PLC
-$187.9K
14,327
-3%
增持
HRB
BLOCK H & R INC
-$187.3K
17,537
+0%
减持
DE
DEERE & CO
-$182.4K
1,434
-24%
减持
IWP
ISHARES TR
+$180.2K
25,686
-2%
减持
GOOGL
ALPHABET INC
+$161.6K
12,153
-6%
减持
IEMG
ISHARES INC
-$160.0K
18,661
-6%
减持
CSCO
CISCO SYS INC
+$157.4K
39,029
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$155.3K
26,027
-10%
清仓
—
PARAMOUNT GLOBAL
-$148.5K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$145.0K
18,960
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$143.7K
2,914
+25%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$141.8K
20,168
+20%
增持
TCAF
T ROWE PRICE ETF INC
+$136.0K
20,741
+24%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$131.4K
29,378
+6%
减持
PG
PROCTER AND GAMBLE CO
-$128.9K
10,237
-4%
增持
SDY
SPDR SER TR
+$125.7K
68,330
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$113.4K
942
-7%
减持
VOT
VANGUARD INDEX FDS
+$109.6K
13,268
-1%
减持
MU
MICRON TECHNOLOGY INC
-$108.1K
4,770
-3%
增持
NOBL
PROSHARES TR
-$107.2K
43,278
+5%
增持
DYNF
BLACKROCK ETF TRUST
+$105.5K
16,711
+10%
增持
COP
CONOCOPHILLIPS
+$104.6K
4,945
+35%
增持
DUK
DUKE ENERGY CORP NEW
+$104.3K
12,037
+16%
减持
PFXF
VANECK ETF TRUST
-$104.1K
78,781
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$102.7K
2,827
-15%
增持
IVE
ISHARES TR
+$101.4K
16,643
+7%
增持
MSFT
MICROSOFT CORP
-$100.5K
16,146
+1%
减持
IUSB
ISHARES TR
-$100.4K
18,005
-7%
增持
CBSH
COMMERCE BANCSHARES INC
+$92.7K
16,165
+5%
增持
VTI
VANGUARD INDEX FDS
+$92.3K
1,881
+18%
增持
SO
SOUTHERN CO
-$91.5K
20,251
+4%
减持
PAYX
PAYCHEX INC
+$91.5K
16,513
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$88.9K
8,125
-1%
减持
AVGO
BROADCOM INC
+$84.5K
2,383
-12%
增持
MRK
MERCK & CO INC
-$84.4K
6,478
+1%
减持
AGG
ISHARES TR
-$84.3K
6,378
-8%
减持
PFF
ISHARES TR
-$83.4K
18,389
-8%
减持
CARR
CARRIER GLOBAL CORPORATION
-$81.7K
4,050
-9%
减持
WFC
WELLS FARGO CO NEW
+$79.3K
5,788
-0%
减持
SPDW
SPDR INDEX SHS FDS
-$78.6K
11,452
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$75.1K
8,815
+6%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$72.8K
200,704
-2%
减持
DIS
DISNEY WALT CO
+$71.8K
4,975
-1%
减持
EFA
ISHARES TR
-$70.6K
8,414
-0%
减持
F
FORD MTR CO
-$70.4K
26,910
-16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$67.8K
9,444
-19%
减持
COWZ
PACER FDS TR
-$66.8K
3,976
-21%
增持
VOE
VANGUARD INDEX FDS
-$66.6K
20,096
+2%
增持
DVY
ISHARES TR
+$66.2K
12,250
+7%
增持
TYLD
CAMBRIA ETF TR
+$64.2K
35,422
+7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$63.9K
15,457
+20%
增持
MMM
3M CO
-$63.3K
8,344
+0%
减持
PFFD
GLOBAL X FDS
-$62.1K
25,413
-5%
增持
WEC
WEC ENERGY GROUP INC
+$61.5K
6,992
+13%
减持
HON
HONEYWELL INTL INC
-$60.8K
1,167
-26%
减持
CAT
CATERPILLAR INC
-$60.8K
2,074
-0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$60.6K
27,769
+10%
增持
SPMD
SPDR SER TR
+$58.6K
4,810
+29%
增持
SPY
SPDR S&P 500 ETF TR
+$57.1K
2,820
+1%
减持
BX
BLACKSTONE INC
+$55.9K
3,036
-1%
增持
NFLX
NETFLIX INC
+$54.0K
285
+1%
减持
NVDA
NVIDIA CORPORATION
-$51.8K
15,544
-12%
减持
BND
VANGUARD BD INDEX FDS
-$51.6K
3,655
-13%
增持
IWS
ISHARES TR
-$49.8K
23,930
+1%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$48.3K
13,394
-9%
减持
BAC
BANK AMERICA CORP
+$48.1K
14,368
-2%
减持
—
EATON CORP PLC
-$47.2K
1,931
-7%
增持
IWF
ISHARES TR
+$46.5K
1,324
+2%
减持
OTIS
OTIS WORLDWIDE CORP
-$46.2K
2,240
-8%
减持
KNF
KNIFE RIVER CORP
+$45.4K
4,149
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$45.0K
5,526
-4%
增持
IYW
ISHARES TR
+$43.7K
2,196
+9%
增持
SPAB
SPDR SER TR
-$43.6K
42,343
+0%
减持
TXN
TEXAS INSTRS INC
-$41.7K
1,471
-4%
减持
GE
GE AEROSPACE
-$41.0K
1,445
-3%
减持
HD
HOME DEPOT INC
-$40.7K
1,655
-2%
减持
C
CITIGROUP INC
+$39.2K
5,857
-2%
