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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 75
减持 58
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.4M
37,815
-12%
建仓
AMT
AMERICAN TOWER CORP NEW
+$2.3M
10,525
减持
GDX
VANECK ETF TRUST
+$1.8M
158,083
-1%
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。
增持
O
REALTY INCOME CORP
+$1.6M
45,830
+121%
清仓
DGX
QUEST DIAGNOSTICS INC
-$1.2M
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$1.2M
47,150
-48%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
17,817
+192%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
12,865
+125%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
157,825
+9%
增持
SDY
SPDR SER TR
+$1.1M
74,311
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
13,438
-0%
清仓
RHI
ROBERT HALF INC.
-$892.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$837.6K
15,897
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$761.0K
261,329
+9%
减持
JPM
JPMORGAN CHASE & CO.
-$732.8K
26,627
-12%
减持
VOO
VANGUARD INDEX FDS
-$620.0K
3,373
-23%
减持
IJR
ISHARES TR
-$613.2K
43,311
-3%
增持
QUAL
ISHARES TR
+$604.2K
8,722
+75%
减持
NVDA
NVIDIA CORPORATION
-$583.0K
13,881
-11%
增持
KO
COCA COLA CO
+$567.8K
59,697
+0%
增持
PAYX
PAYCHEX INC
+$537.0K
18,489
+12%
减持
VUG
VANGUARD INDEX FDS
-$510.9K
12,471
-0%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$508.1K
32,221
-33%
增持
IEFA
ISHARES TR
+$503.2K
61,034
+4%
减持
GOOGL
ALPHABET INC
-$482.1K
11,759
-3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$479.3K
18,273
+3%
减持
QQQ
INVESCO QQQ TR
-$474.6K
4,366
-11%
减持
AMZN
AMAZON COM INC
-$464.0K
11,651
-5%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$443.9K
21,461
-31%
增持
VYM
VANGUARD WHITEHALL FDS
+$428.6K
40,495
+8%
减持
PYPL
PAYPAL HLDGS INC
-$422.9K
18,320
-3%
减持
IVV
ISHARES TR
-$414.0K
13,162
-1%
减持
TSLA
TESLA INC
-$407.9K
1,929
-14%
增持
NOBL
PROSHARES TR
+$406.0K
46,137
+7%
增持
TROW
PRICE T ROWE GROUP INC
-$403.8K
20,221
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$392.0K
13,846
+15%
减持
—
EXXON MOBIL CORP
+$385.5K
34,544
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$377.0K
38,984
+68%
增持
IUSB
ISHARES TR
+$366.0K
25,603
+42%
增持
TGT
TARGET CORP
-$363.3K
11,957
+0%
增持
MBB
ISHARES TR
+$356.9K
7,162
+109%
减持
PTRB
PGIM ETF TR
-$355.1K
37,842
-20%
增持
SPYM
SPDR SER TR
+$353.5K
63,878
+14%
增持
CME
CME GROUP INC
+$352.2K
10,548
+0%
增持
IVW
ISHARES TR
-$341.5K
57,026
+3%
减持
BLK
BLACKROCK INC
-$334.5K
4,059
-0%
增持
JNJ
JOHNSON & JOHNSON
+$333.4K
14,989
+1%
减持
TYLD
CAMBRIA ETF TR
-$329.1K
22,352
-37%
建仓
BINC
BLACKROCK ETF TRUST II
+$327.6K
6,254
减持
IWP
ISHARES TR
-$314.8K
25,031
-3%
建仓
WU
WESTERN UN CO
+$301.3K
28,478
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$296.0K
3,199
增持
EMR
EMERSON ELEC CO
-$287.7K
21,665
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$284.7K
52,200
+0%
增持
UGI
UGI CORP NEW
+$272.3K
55,853
+0%
清仓
ECG
EVERUS CONSTR GROUP
-$270.2K
0
-100%
增持
SO
SOUTHERN CO
+$267.2K
21,036
+4%
减持
DFCF
DIMENSIONAL ETF TRUST
-$263.6K
19,363
-26%
减持
ABBV
ABBVIE INC
+$253.1K
8,741
-2%
增持
IEMG
ISHARES INC
+$248.9K
22,667
+21%
增持
SCZ
ISHARES TR
+$248.9K
65,177
+2%
增持
EFV
ISHARES TR
+$246.0K
16,032
+20%
建仓
D
DOMINION ENERGY INC
+$236.9K
4,225
增持
DYNF
BLACKROCK ETF TRUST
+$232.9K
22,341
+34%
清仓
MGK
VANGUARD WORLD FD
-$230.1K
0
-100%
建仓
GOVT
ISHARES TR
+$228.5K
9,941
增持
SCHG
SCHWAB STRATEGIC TR
+$222.0K
265,271
+15%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$220.2K
13,557
-25%
减持
COIN
COINBASE GLOBAL INC
-$220.2K
2,137
-10%
清仓
CVS
CVS HEALTH CORP
-$217.9K
0
-100%
增持
IJH
ISHARES TR
-$216.9K
81,126
+2%
建仓
USMV
ISHARES TR
+$213.7K
2,282
清仓
TECK
TECK RESOURCES LTD
-$213.6K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$212.6K
7,262
增持
VBK
VANGUARD INDEX FDS
-$212.3K
10,574
+3%
增持
IVE
ISHARES TR
+$209.8K
17,770
+7%
增持
GLD
SPDR GOLD TR
+$207.1K
3,180
+9%
建仓
TLT
ISHARES TR
+$205.3K
2,255
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$202.3K
7,837
增持
NEE
NEXTERA ENERGY INC
+$194.1K
9,113
+45%
增持
WEC
WEC ENERGY GROUP INC
+$191.0K
7,786
+11%
建仓
BGC
BGC GROUP INC
+$184.4K
20,109
增持
CVX
CHEVRON CORP NEW
+$177.7K
6,848
+2%
减持
GH
GUARDANT HEALTH INC
+$163.8K
15,123
-4%
减持
IWS
ISHARES TR
-$162.3K
23,282
-3%
增持
—
MEDTRONIC PLC
+$159.3K
14,509
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$158.4K
9,778
+44%
增持
AVGO
BROADCOM INC
-$153.3K
2,385
+0%
增持
MMM
3M CO
+$148.4K
8,345
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$147.6K
7,973
-2%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$147.4K
83,032
+8%
增持
MCD
MCDONALDS CORP
+$146.2K
2,577
+13%
减持
PAAA
PGIM ETF TR
-$145.2K
7,156
-28%
增持
MUB
ISHARES TR
+$142.9K
3,505
+65%
减持
SPY
SPDR S&P 500 ETF TR
-$140.2K
2,704
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$139.7K
22,617
+12%
减持
VOT
VANGUARD INDEX FDS
-$136.8K
13,203
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$126.7K
9,552
+8%
增持
DVY
ISHARES TR
+$115.8K
12,839
+5%
减持
V
VISA INC
+$114.7K
6,056
-5%
减持
T
AT&T INC
+$111.6K
23,485
-3%
增持
VBR
VANGUARD INDEX FDS
-$104.5K
14,380
+2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$103.5K
27,937
+7%
减持
META
META PLATFORMS INC
-$100.4K
1,187
-11%
减持
VTI
VANGUARD INDEX FDS
-$100.2K
1,619
-14%
减持
AGG
ISHARES TR
-$100.0K
5,238
-18%
增持
STRA
STRATEGIC ED INC
-$98.2K
11,177
+1%
增持
EMXC
ISHARES INC
+$97.0K
7,823
+30%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$92.6K
29,178
-1%
减持
IWF
ISHARES TR
-$92.6K
1,216
-8%
减持
CSCO
CISCO SYS INC
+$92.2K
38,936
-0%
增持
LOW
LOWES COS INC
-$91.2K
7,173
+0%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$89.0K
13,134
+33%
减持
SHW
SHERWIN WILLIAMS CO
+$88.3K
14,606
-1%
减持
DIS
DISNEY WALT CO
-$85.5K
4,746
-5%
增持
COP
CONOCOPHILLIPS
+$81.5K
5,446
+10%
增持
ET
ENERGY TRANSFER L P
+$80.6K
48,537
+16%
增持
DGRO
ISHARES TR
+$80.2K
10,700
+13%
增持
BX
BLACKSTONE INC
-$77.7K
3,189
+5%
增持
MO
ALTRIA GROUP INC
+$74.9K
9,612
+0%
增持
PEP
PEPSICO INC
+$72.9K
8,454
+8%
增持
YUM
YUM BRANDS INC
+$72.1K
3,084
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$68.4K
2,823
-3%
减持
SPSM
SPDR SER TR
-$63.8K
9,722
-5%
增持
GOOG
ALPHABET INC
-$63.6K
1,905
+0%
减持
BND
VANGUARD BD INDEX FDS
-$60.3K
2,757
-25%
减持
SYLD
CAMBRIA ETF TR
-$60.2K
3,385
-16%
增持
VTV
VANGUARD INDEX FDS
+$59.4K
16,614
+0%
增持
VATE
INNOVATE CORP
+$59.3K
16,943
+14%
增持
EFG
ISHARES TR
+$58.0K
7,177
+5%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$56.8K
14,417
+15%
减持
PYLD
PIMCO ETF TR
-$55.5K
23,317
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$52.6K
2,556
-10%
增持
MRK
MERCK & CO INC
-$52.3K
6,598
+2%
增持
COST
COSTCO WHSL CORP NEW
+$51.2K
1,608
+0%
增持
ENB
ENBRIDGE INC
+$50.1K
16,488
+3%
减持
HD
HOME DEPOT INC
-$50.1K
1,620
-2%
增持
IQLT
ISHARES TR
+$49.7K
13,619
+3%
减持
EFA
ISHARES TR
+$49.1K
8,385
-0%
增持
HRB
BLOCK H & R INC
+$48.9K
17,767
+1%
减持
HAL
HALLIBURTON CO
-$48.6K
9,469
-11%
增持
GE
GE AEROSPACE
+$48.5K
1,447
+0%
减持
WMT
WALMART INC
-$46.9K
14,847
-1%
减持
LLY
ELI LILLY & CO
+$46.3K
1,361
-3%
减持
BAC
BANK AMERICA CORP
-$46.1K
14,028
-2%
增持
PSX
PHILLIPS 66
+$44.4K
3,456
+3%
增持
IYW
ISHARES TR
+$43.6K
2,805
+28%
减持
—
ACCENTURE PLC IRELAND
-$42.7K
836
-3%
减持
SHY
ISHARES TR
-$42.4K
12,965
-5%
减持
SPAB
SPDR SER TR
-$41.4K
39,809
-6%
