McElhenny Sheffield Capital Management, LLC
DALLAS TX · SEC CIK 0001886813
$4.03亿2026Q1 申报市值
95持仓数
89.0%前十大占比 · 第一大 26.9%
14 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SHY 新建仓+$8,794.92万
SGOV 新建仓+$7,622.15万
IHE 新建仓+$1,756.24万
GLD 新建仓+$1,715.22万
NOBL 加仓+$455.24万
2026Q1 卖出最多 按季末市值估算
TQQQ 清仓-$6,397.52万
SPY 减仓-$3,495.58万
IWM 减仓-$1,851.22万
XLY 清仓-$1,746.63万
ITOT 清仓-$1,448.17万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $129.23万 | 0.32% | 12,587 | -70 | -0.6% | -$7,187 | 减仓 |
| — | EXXON MOBIL CORP | $147.78万 | 0.37% | 8,710 | 201 | 2.4% | $3.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $184.56万 | 0.46% | 10,583 | 1,163 | 12.3% | $20.28万 | 加仓 |
| WMT | WALMART INC | $234.79万 | 0.58% | 18,892 | -646 | -3.3% | -$8.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $274.72万 | 0.68% | 9,339 | 169 | 1.8% | $4.97万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $307.02万 | 0.76% | 9,578 | 9,578 | — | $307.02万 | 新建仓 |
| MSFT | MICROSOFT CORP | $341.23万 | 0.85% | 9,218 | 454 | 5.2% | $16.81万 | 加仓 |
| AAPL | APPLE INC | $407.13万 | 1.01% | 16,042 | 589 | 3.8% | $14.95万 | 加仓 |
| NOBL | PROSHARES TR | $1,707.29万 | 4.23% | 161,050 | 42,943 | 36.4% | $455.24万 | 加仓 |
| GLD | SPDR GOLD TR | $1,715.22万 | 4.25% | 39,862 | 39,862 | — | $1,715.22万 | 新建仓 |
| IHE | ISHARES TR | $1,756.24万 | 4.35% | 202,612 | 202,612 | — | $1,756.24万 | 新建仓 |
| IBB | ISHARES TR | $2,397.88万 | 5.94% | 142,013 | -8,490 | -5.6% | -$143.35万 | 减仓 |
| SGOV | ISHARES TR | $7,622.15万 | 18.90% | 757,217 | 757,217 | — | $7,622.15万 | 新建仓 |
| SHY | ISHARES TR | $8,794.92万 | 21.80% | 1,065,147 | 1,065,147 | — | $8,794.92万 | 新建仓 |
| MSMR | ETF SER SOLUTIONS | $1.09亿 | 26.94% | 3,150,789 | 63,810 | 2.1% | $220.08万 | 加仓 |