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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 85
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
215,562
+26%
减持
GDX
VANECK ETF TRUST
-$2.2M
17,433
-75%
增持
AAPL
APPLE INC
+$2.1M
37,982
+2%
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
IEFA
ISHARES TR
+$1.6M
82,466
+24%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
307,080
+5%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.2M
0
-100%
清仓
TGT
TARGET CORP
-$1.2M
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$1.1M
36,971
+67%
减持
PYPL
PAYPAL HLDGS INC
-$939.2K
4,556
-73%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$904.4K
8,731
+9%
建仓
NVO
NOVO-NORDISK A S
+$855.8K
15,423
清仓
IQDF
FLEXSHARES TR
-$833.9K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$824.7K
18,361
+43%
建仓
BDYN
BLACKROCK ETF TRUST
+$824.2K
32,564
清仓
UPS
UNITED PARCEL SERVICE INC
-$816.4K
0
-100%
建仓
BDVL
BLACKROCK ETF TRUST
+$715.5K
28,619
增持
SCHD
SCHWAB STRATEGIC TR
+$698.1K
299,105
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$636.7K
45,002
+5%
增持
SDY
SPDR SERIES TRUST
+$608.1K
81,104
+2%
增持
JNJ
JOHNSON & JOHNSON
+$559.6K
15,658
+2%
减持
IVV
ISHARES TR
+$527.9K
12,966
-1%
建仓
PSA
PUBLIC STORAGE OPER CO
+$515.0K
1,783
建仓
AMH
AMERICAN HOMES 4 RENT
+$501.3K
15,078
清仓
CGSD
CAPITAL GRP FIXED INCM ETF T
-$496.2K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$479.9K
12,018
-0%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$462.8K
24,168
减持
ICSH
ISHARES TR
-$458.4K
49,080
-16%
减持
GOOGL
ALPHABET INC
+$447.6K
10,449
-12%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$445.5K
15,097
+86%
增持
SPY
SPDR S&P 500 ETF TR
+$445.0K
3,225
+17%
减持
JPM
JPMORGAN CHASE & CO.
+$428.7K
25,922
-3%
建仓
BAI
BLACKROCK ETF TRUST
+$421.4K
12,335
增持
TSLA
TESLA INC
+$414.0K
2,601
+11%
减持
IJR
ISHARES TR
+$390.0K
41,940
-0%
减持
ABBV
ABBVIE INC
+$375.9K
8,569
-1%
建仓
SGOV
ISHARES TR
+$372.6K
3,700
增持
XGDVX
GABELLI DIVID & INCOME TR
+$369.5K
99,216
+11%
建仓
IAGG
ISHARES TR
+$360.6K
7,038
增持
AMT
AMERICAN TOWER CORP NEW
-$354.1K
12,402
+0%
减持
IVW
ISHARES TR
+$340.0K
52,572
-4%
增持
MSFT
MICROSOFT CORP
+$338.2K
15,761
+0%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$312.8K
253,766
+15%
增持
PFE
PFIZER INC
+$310.2K
53,682
+23%
增持
EFA
ISHARES TR
+$306.1K
11,315
+35%
减持
EFG
ISHARES TR
-$294.6K
2,416
-53%
增持
VOO
VANGUARD INDEX FDS
+$292.4K
3,636
+7%
增持
—
EATON CORP PLC
+$291.4K
2,406
+41%
增持
NOBL
PROSHARES TR
+$285.8K
49,697
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$285.1K
32,023
+16%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$284.1K
8,184
减持
NVDA
NVIDIA CORPORATION
+$280.6K
12,191
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$280.4K
12,600
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$268.6K
13,249
+1%
减持
IYW
ISHARES TR
-$259.9K
1,058
-61%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$259.8K
21,998
+43%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$252.0K
15,983
-26%
增持
IEMG
ISHARES INC
+$251.2K
29,415
+5%
建仓
QCOM
QUALCOMM INC
+$247.0K
1,485
增持
XTEN
BONDBLOXX ETF TRUST
+$245.8K
21,189
+32%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$242.7K
0
-100%
增持
THRO
BLACKROCK ETF TRUST
+$240.1K
13,487
+77%
减持
IJH
ISHARES TR
+$231.3K
77,102
-0%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$227.9K
26,332
+47%
建仓
SPMD
SPDR SERIES TRUST
+$226.8K
3,966
增持
CAT
CATERPILLAR INC
+$222.9K
2,484
+0%
增持
TCAF
T ROWE PRICE ETF INC
+$222.4K
24,504
+23%
增持
—
EXXON MOBIL CORP
+$221.4K
35,407
+1%
增持
MBB
ISHARES TR
+$219.8K
11,964
+22%
增持
KO
COCA COLA CO
-$217.5K
60,434
+1%
清仓
EMXC
ISHARES INC
-$214.3K
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$213.6K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$212.0K
0
-100%
清仓
BROS
DUTCH BROS INC
-$205.1K
0
-100%
增持
WMT
WALMART INC
+$202.7K
15,783
+8%
清仓
IEUR
ISHARES TR
-$201.8K
0
-100%
增持
TMSL
T ROWE PRICE ETF INC
+$195.1K
11,857
+75%
减持
MU
MICRON TECHNOLOGY INC
+$194.7K
4,586
-1%
减持
SCZ
ISHARES TR
+$190.5K
63,483
-1%
减持
QUAL
ISHARES TR
-$188.8K
7,734
-16%
增持
DVY
ISHARES TR
+$187.2K
13,250
+4%
增持
GLD
SPDR GOLD TR
+$182.8K
3,056
+3%
增持
BAC
BANK AMERICA CORP
+$177.8K
16,791
+15%
减持
SPYM
SPDR SERIES TRUST
-$174.7K
43,102
-12%
增持
GLDM
WORLD GOLD TR
+$172.0K
11,711
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$172.0K
2,827
+22%
增持
GOOG
ALPHABET INC
+$169.8K
2,012
+11%
减持
IVE
ISHARES TR
+$166.8K
18,281
-1%
减持
AMZN
AMAZON COM INC
-$164.3K
12,144
-6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$162.9K
60,718
+12%
增持
BINC
BLACKROCK ETF TRUST II
+$155.6K
13,820
+26%
增持
UNH
UNITEDHEALTH GROUP INC
+$152.7K
3,363
+4%
减持
QQQ
INVESCO QQQ TR
+$152.2K
4,310
-2%
减持
VTV
VANGUARD INDEX FDS
+$152.1K
16,509
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$150.0K
1,816
-33%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$146.1K
13,234
+48%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$141.2K
22,795
+28%
增持
ENB
ENBRIDGE INC
+$140.1K
17,477
+7%
增持
META
META PLATFORMS INC
+$138.1K
1,381
+16%
增持
PFXF
VANECK ETF TRUST
+$124.8K
88,453
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$120.5K
19,223
+2%
增持
MUB
ISHARES TR
+$119.4K
5,902
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$117.4K
54,836
+3%
减持
IJS
ISHARES TR
+$115.6K
23,569
-6%
增持
CVX
CHEVRON CORP NEW
+$112.3K
7,787
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$97.3K
21,607
+5%
增持
BX
BLACKSTONE INC
+$95.2K
4,400
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
-$95.0K
4,731
-23%
增持
TY
TRI CONTL CORP
+$93.5K
12,894
+18%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$91.9K
11,836
+16%
减持
AVGO
BROADCOM INC
+$90.4K
2,100
-4%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$89.3K
12,395
+33%
增持
MRK
MERCK & CO INC
+$86.7K
6,956
+11%
增持
V
VISA INC
-$80.5K
5,980
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$80.2K
13,883
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$79.3K
7,459
+13%
增持
EMR
EMERSON ELEC CO
+$79.0K
15,383
+6%
增持
DHS
WISDOMTREE TR
+$77.0K
4,939
+13%
减持
HD
HOME DEPOT INC
+$76.7K
3,884
-5%
增持
COST
COSTCO WHSL CORP NEW
-$74.0K
1,600
+2%
减持
KMI
KINDER MORGAN INC DEL
-$72.3K
33,222
-4%
增持
MO
ALTRIA GROUP INC
+$72.2K
9,632
+0%
减持
DYNF
BLACKROCK ETF TRUST
+$71.4K
22,959
-3%
减持
SPAB
SPDR SERIES TRUST
-$69.2K
34,404
-8%
减持
IUSB
ISHARES TR
-$67.7K
25,875
-6%
增持
PG
PROCTER AND GAMBLE CO
+$67.7K
11,112
+8%
减持
SPDW
SPDR INDEX SHS FDS
-$65.6K
9,101
-19%
增持
DGRO
ISHARES TR
+$64.8K
10,651
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$62.9K
8,771
-14%
增持
GE
GE AEROSPACE
+$62.5K
1,432
+0%
增持
IWV
ISHARES TR
+$59.8K
1,905
+1%
增持
LQD
ISHARES TR
+$58.4K
2,983
+19%
增持
PTRB
PGIM ETF TR
+$56.3K
38,556
+3%
减持
T
AT&T INC
-$55.8K
21,947
-6%
增持
IWF
ISHARES TR
+$53.9K
1,218
+0%
增持
PYLD
PIMCO ETF TR
+$53.4K
27,464
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$52.0K
11,290
-0%
增持
AGG
ISHARES TR
+$51.9K
6,933
+7%
增持
PFFD
GLOBAL X FDS
+$51.2K
27,791
+7%
增持
F
FORD MTR CO
+$51.2K
21,320
+13%
减持
PSX
PHILLIPS 66
+$50.4K
3,368
-1%
减持
CSCO
CISCO SYS INC
-$50.3K
39,331
-0%
减持
PEP
PEPSICO INC
+$50.0K
8,664
-2%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$45.0K
9,560
+12%
减持
NEE
NEXTERA ENERGY INC
+$44.8K
9,119
-2%
减持
SHY
ISHARES TR
-$42.0K
12,609
-4%
减持
EFV
ISHARES TR
+$42.0K
17,021
-3%
增持
GEV
GE VERNOVA INC
+$40.6K
417
+2%
增持
BRO
BROWN & BROWN INC
-$40.3K
2,381
+0%
增持
VTI
VANGUARD INDEX FDS
+$39.3K
1,577
+0%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$38.5K
32,814
+2%
