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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 71
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GDX
VANECK ETF TRUST
-$3.7M
68,569
-57%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
291,723
+10%
减持
MSFT
MICROSOFT CORP
+$1.9M
15,732
-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
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
170,610
+8%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$1.5M
22,160
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
26,725
+0%
建仓
NKE
NIKE INC
+$995.6K
14,014
增持
IEFA
ISHARES TR
+$938.0K
66,546
+9%
增持
HD
HOME DEPOT INC
+$903.3K
4,083
+152%
减持
AAPL
APPLE INC
-$785.5K
37,112
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$764.6K
13,159
-2%
减持
IVV
ISHARES TR
+$754.6K
13,127
-0%
建仓
XTEN
BONDBLOXX ETF TRUST
+$742.3K
16,080
减持
IVW
ISHARES TR
+$712.7K
54,554
-4%
增持
SDY
SPDR SERIES TRUST
+$668.1K
79,205
+7%
减持
VUG
VANGUARD INDEX FDS
+$659.5K
12,053
-3%
减持
SPYM
SPDR SERIES TRUST
-$649.3K
48,856
-24%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$631.7K
6,650
增持
AMZN
AMAZON COM INC
+$614.1K
12,903
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$585.7K
11,915
+25%
减持
SCZ
ISHARES TR
+$539.3K
64,391
-1%
清仓
CGBL
CAPITAL GROUP CORE BALANCED
-$527.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$523.9K
3,232
+249%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$510.4K
37,980
+36%
减持
NVDA
NVIDIA CORPORATION
+$489.6K
12,621
-9%
增持
VYM
VANGUARD WHITEHALL FDS
+$484.0K
42,805
+6%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$472.9K
8,014
-0%
增持
IEMG
ISHARES INC
+$464.5K
28,116
+24%
增持
BLK
BLACKROCK INC
+$449.6K
4,090
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$448.9K
12,393
+18%
减持
VOT
VANGUARD INDEX FDS
+$439.2K
12,902
-2%
增持
O
REALTY INCOME CORP
+$437.4K
53,741
+17%
减持
EMR
EMERSON ELEC CO
-$436.4K
14,543
-33%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$422.9K
8,117
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$405.6K
6,626
清仓
SPSM
SPDR SER TR
-$396.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$388.2K
4,415
+1%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$376.1K
10,185
增持
SCHZ
SCHWAB STRATEGIC TR
+$359.3K
54,312
+39%
增持
CSCO
CISCO SYS INC
+$338.6K
39,512
+1%
增持
—
EXXON MOBIL CORP
-$337.5K
34,979
+1%
减持
KMI
KINDER MORGAN INC DEL
-$332.4K
34,450
-27%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$318.7K
89,283
+8%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$294.0K
19,134
+144%
减持
IWP
ISHARES TR
+$292.3K
23,314
-7%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$286.2K
8,511
增持
CAT
CATERPILLAR INC
+$278.4K
2,479
+20%
增持
GOOGL
ALPHABET INC
+$274.3K
11,875
+1%
建仓
LQD
ISHARES TR
+$274.1K
2,501
建仓
THRO
BLACKROCK ETF TRUST
+$270.5K
7,602
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$261.3K
8,953
清仓
—
ACCENTURE PLC IRELAND
-$260.9K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$252.6K
10,980
+76%
建仓
CEG
CONSTELLATION ENERGY CORP
+$249.2K
772
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$248.9K
9,327
减持
SHW
SHERWIN WILLIAMS CO
-$248.2K
14,131
-3%
增持
MBB
ISHARES TR
+$246.9K
9,784
+37%
清仓
SPMD
SPDR SER TR
-$246.1K
0
-100%
增持
TSLA
TESLA INC
+$242.8K
2,338
+21%
清仓
HAL
HALLIBURTON CO
-$240.2K
0
-100%
清仓
TVAL
T ROWE PRICE ETF INC
-$235.4K
0
-100%
减持
ABBV
ABBVIE INC
-$223.2K
8,664
-1%
增持
IVE
ISHARES TR
+$221.9K
18,465
+4%
减持
EMXC
ISHARES INC
-$216.7K
3,394
-57%
建仓
GEV
GE VERNOVA INC
+$216.0K
408
建仓
BMO
BANK MONTREAL QUE
+$213.0K
1,925
建仓
TECK
TECK RESOURCES LTD
+$212.8K
5,270
清仓
WY
WEYERHAEUSER CO MTN BE
-$212.6K
0
-100%
减持
VBK
VANGUARD INDEX FDS
+$212.1K
10,379
-2%
增持
BX
BLACKSTONE INC
+$210.8K
4,389
+38%
增持
IWS
ISHARES TR
+$209.1K
23,777
+2%
清仓
FDX
FEDEX CORP
-$205.8K
0
-100%
清仓
TLT
ISHARES TR
-$205.3K
0
-100%
建仓
BROS
DUTCH BROS INC
+$205.1K
3,000
建仓
MOAT
VANECK ETF TRUST
+$204.3K
2,179
建仓
ECG
EVERUS CONSTR GROUP
+$203.8K
3,208
减持
AVGO
BROADCOM INC
+$203.2K
2,185
-8%
减持
COIN
COINBASE GLOBAL INC
+$202.9K
1,629
-24%
清仓
BND
VANGUARD BD INDEX FDS
-$202.5K
0
-100%
增持
QUAL
ISHARES TR
+$202.5K
9,261
+6%
建仓
IEUR
ISHARES TR
+$201.8K
3,049
增持
VOO
VANGUARD INDEX FDS
+$200.7K
3,405
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$198.5K
23,647
+6%
增持
UGI
UGI CORP NEW
+$198.0K
56,153
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$192.4K
20,534
-27%
增持
SPY
SPDR S&P 500 ETF TR
+$190.8K
2,757
+2%
减持
PAYX
PAYCHEX INC
-$189.5K
18,307
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$184.1K
7,811
-13%
增持
PFE
PFIZER INC
+$181.2K
43,632
+26%
增持
EFV
ISHARES TR
+$167.6K
17,526
+9%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$167.3K
220,453
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$160.7K
281,793
+8%
减持
MU
MICRON TECHNOLOGY INC
+$158.1K
4,646
-3%
减持
EFG
ISHARES TR
-$147.9K
5,087
-29%
减持
XLV
SELECT SECTOR SPDR TR
-$147.9K
12,839
-0%
增持
JNJ
JOHNSON & JOHNSON
-$142.1K
15,343
+2%
增持
MUB
ISHARES TR
+$139.6K
4,873
+39%
增持
CME
CME GROUP INC
+$135.7K
10,645
+1%
减持
IJT
ISHARES TR
+$134.6K
19,476
-1%
增持
ET
ENERGY TRANSFER L P
+$133.5K
57,133
+18%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$133.1K
18,421
+1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$132.8K
17,791
+35%
增持
VOE
VANGUARD INDEX FDS
+$131.3K
20,381
+2%
减持
IQV
IQVIA HLDGS INC
-$129.3K
1,832
-23%
增持
AGG
ISHARES TR
+$125.0K
6,483
+24%
增持
RTX
RTX CORPORATION
+$124.4K
6,781
+4%
增持
WFC
WELLS FARGO CO NEW
+$124.2K
7,103
+15%
增持
NOBL
PROSHARES TR
+$122.1K
48,028
+4%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$122.0K
27,586
-5%
减持
WMT
WALMART INC
+$120.4K
14,562
-2%
减持
CHD
CHURCH & DWIGHT CO INC
-$111.1K
3,415
-14%
增持
PG
PROCTER AND GAMBLE CO
-$107.4K
10,291
+0%
减持
VBR
VANGUARD INDEX FDS
+$107.3K
14,287
-1%
减持
DIS
DISNEY WALT CO
+$106.5K
4,636
-2%
增持
BAC
BANK AMERICA CORP
+$103.1K
14,549
+4%
增持
PFXF
VANECK ETF TRUST
+$102.0K
84,519
+5%
增持
ICSH
ISHARES TR
+$101.0K
58,158
+4%
增持
PEP
PEPSICO INC
-$100.7K
8,837
+5%
减持
BKNG
BOOKING HOLDINGS INC
+$99.9K
104
-5%
增持
GOVT
ISHARES TR
+$98.4K
14,226
+43%
增持
IUSB
ISHARES TR
+$96.5K
27,608
+8%
减持
MRK
MERCK & CO INC
-$95.1K
6,279
-5%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$93.1K
17,947
+24%
减持
TMSL
T ROWE PRICE ETF INC
-$93.0K
6,765
-35%
增持
DHS
WISDOMTREE TR
+$90.6K
4,383
+32%
增持
GLDM
WORLD GOLD TR
+$89.0K
11,040
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$88.4K
2,105
-2%
减持
KNF
KNIFE RIVER CORP
-$84.9K
3,544
-15%
减持
—
EATON CORP PLC
+$84.1K
1,706
-12%
增持
MMM
3M CO
+$83.3K
8,597
+3%
减持
C
CITIGROUP INC
+$81.7K
5,795
-0%
减持
PAAA
PGIM ETF TR
-$81.0K
5,563
-22%
减持
GE
GE AEROSPACE
+$78.6K
1,431
-1%
增持
IJS
ISHARES TR
+$78.6K
25,036
+1%
减持
SLB
SCHLUMBERGER LTD
-$78.6K
8,255
-4%
增持
IWF
ISHARES TR
+$77.7K
1,217
+0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$77.4K
3,320
+4%
增持
COP
CONOCOPHILLIPS
-$77.2K
5,512
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$75.2K
52,984
+2%
减持
TGT
TARGET CORP
-$73.7K
11,902
-0%
减持
IYW
ISHARES TR
+$73.2K
2,696
-4%
增持
PYLD
PIMCO ETF TR
+$69.3K
25,763
+10%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$69.1K
60,847
+13%
增持
JOBY
JOBY AVIATION INC
+$69.0K
15,100
+1%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$68.1K
11,887
-12%
增持
XLE
SELECT SECTOR SPDR TR
-$68.1K
18,829
+6%
减持
IJH
ISHARES TR
+$66.6K
77,399
-5%
增持
ESGV
VANGUARD WORLD FD
+$65.3K
3,530
+7%
增持
EFA
ISHARES TR
+$65.1K
8,395
+0%
减持
IJR
ISHARES TR
+$64.6K
42,032
-3%
