Smith Thornton Advisors LLC
HUNTSVILLE AL · SEC CIK 0002032436
$1.99亿2026Q1 申报市值
130持仓数
32.6%前十大占比 · 第一大 5.1%
5 / 3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
MSFT 加仓+$55.79万
MINT 加仓+$42.90万
CGGO 加仓+$41.27万
AMZN 加仓+$36.20万
USTB 加仓+$34.47万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$44.67万
DKNG 清仓-$43.94万
COF 清仓-$23.48万
BAC 减仓-$17.47万
META 减仓-$15.22万
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,686 | -100.0% | -$44.67万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -12,751 | -100.0% | -$43.94万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -969 | -100.0% | -$23.48万 | 清仓 |
| — | UPEXI INC | $1.08万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | BRC INC | $1.50万 | 0.01% | 19,388 | -2,015 | -9.4% | -$1,564 | 减仓 |
| BHP | BHP BILLITON LIMITED | $20.37万 | 0.10% | 2,800 | 2,800 | — | $20.37万 | 新建仓 |
| SHOP | SHOPIFY INC | $20.94万 | 0.11% | 1,765 | -172 | -8.9% | -$2.04万 | 减仓 |
| RIO | RIO TINTO PLC | $20.94万 | 0.11% | 2,245 | 2,245 | — | $20.94万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.39万 | 0.11% | 2,728 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $21.72万 | 0.11% | 3,513 | 3,513 | — | $21.72万 | 新建仓 |
| INTC | INTEL CORP | $21.78万 | 0.11% | 4,936 | 4,936 | — | $21.78万 | 新建仓 |
| MGEE | MGE ENERGY INC | $21.91万 | 0.11% | 2,835 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $22.16万 | 0.11% | 7,890 | -280 | -3.4% | -$7,862 | 重新持有 |
| COP | CONOCOPHILLIPS | $22.81万 | 0.11% | 1,728 | 1,728 | — | $22.81万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $22.86万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.22万 | 0.12% | 3,829 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.44万 | 0.12% | 8,975 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $25.04万 | 0.13% | 1,276 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $25.09万 | 0.13% | 5,555 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.42万 | 0.13% | 3,612 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $27.09万 | 0.14% | 3,281 | -707 | -17.7% | -$5.84万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.17万 | 0.14% | 4,793 | -9 | -0.2% | -$510 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.37万 | 0.16% | 1,236 | -40 | -3.1% | -$1.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $32.63万 | 0.16% | 6,608 | -400 | -5.7% | -$1.97万 | 减仓 |
| DE | DEERE & CO | $33.80万 | 0.17% | 600 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $33.84万 | 0.17% | 734 | 1 | 0.1% | $461 | 加仓 |
| LRCX | LAM RESEARCH CORP | $34.19万 | 0.17% | 1,600 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $34.74万 | 0.17% | 263 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.38万 | 0.18% | 355 | 2 | 0.6% | $1,994 | 加仓 |
| FLOT | ISHARES TR | $35.56万 | 0.18% | 6,980 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $36.08万 | 0.18% | 779 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $36.45万 | 0.18% | 2,500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $36.81万 | 0.19% | 2,770 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $38.48万 | 0.19% | 881 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $40.90万 | 0.21% | 1,162 | -11 | -0.9% | -$3,872 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.23万 | 0.21% | 4,016 | 35 | 0.9% | $3,593 | 加仓 |
| GLD | SPDR GOLD TR | $41.87万 | 0.21% | 973 | -30 | -3.0% | -$1.29万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $41.99万 | 0.21% | 2,188 | -253 | -10.4% | -$4.86万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $42.35万 | 0.21% | 2,298 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $42.43万 | 0.21% | 1,241 | 260 | 26.5% | $8.89万 | 加仓 |
| MCD | MCDONALDS CORP | $42.64万 | 0.21% | 1,372 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $42.99万 | 0.22% | 13,652 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $43.09万 | 0.22% | 4,810 | 14 | 0.3% | $1,254 | 加仓 |
| C | CITIGROUP INC | $44.28万 | 0.22% | 3,905 | -23 | -0.6% | -$2,608 | 减仓 |
| TIP | ISHARES TR | $44.53万 | 0.22% | 4,035 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $44.72万 | 0.23% | 2,161 | -9 | -0.4% | -$1,862 | 减仓 |
| XYL | XYLEM INC | $44.73万 | 0.23% | 3,743 | 5 | 0.1% | $598 | 加仓 |
| QCOM | QUALCOMM INC | $45.97万 | 0.23% | 3,569 | 81 | 2.3% | $1.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $46.15万 | 0.23% | 4,911 | 40 | 0.8% | $3,759 | 加仓 |
| MOAT | VANECK ETF TRUST | $48.04万 | 0.24% | 4,968 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $48.88万 | 0.25% | 2,819 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $49.59万 | 0.25% | 3,275 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $49.83万 | 0.25% | 3,209 | -29 | -0.9% | -$4,503 | 减仓 |
| IEMG | ISHARES INC | $51.85万 | 0.26% | 7,434 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $53.35万 | 0.27% | 4,435 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $54.75万 | 0.28% | 32,225 | 1 | 0.0% | $17 | 加仓 |
| VBR | VANGUARD INDEX FDS | $56.53万 | 0.28% | 2,602 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $56.86万 | 0.29% | 3,887 | 447 | 13.0% | $6.54万 | 加仓 |
| FDX | FEDEX CORP | $57.13万 | 0.29% | 1,604 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $58.10万 | 0.29% | 8,077 | -239 | -2.9% | -$1.72万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $58.96万 | 0.30% | 8,254 | -225 | -2.7% | -$1.61万 | 减仓 |
| IWN | ISHARES TR | $61.14万 | 0.31% | 3,225 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $63.48万 | 0.32% | 896 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $64.70万 | 0.33% | 6,095 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $65.40万 | 0.33% | 7,224 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $68.90万 | 0.35% | 7,418 | 30 | 0.4% | $2,786 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $70.59万 | 0.36% | 1,168 | 151 | 14.8% | $9.13万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $70.65万 | 0.36% | 18,389 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $71.51万 | 0.36% | 2,310 | 13 | 0.6% | $4,024 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $72.42万 | 0.36% | 1,061 | -7 | -0.7% | -$4,778 | 减仓 |
| GPN | GLOBAL PMTS INC | $74.43万 | 0.37% | 11,060 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $75.41万 | 0.38% | 9,472 | 151 | 1.6% | $1.20万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $78.91万 | 0.40% | 17,196 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $82.83万 | 0.42% | 901 | 1 | 0.1% | $919 | 加仓 |
| CSCO | CISCO SYS INC | $84.38万 | 0.42% | 10,875 | -189 | -1.7% | -$1.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.21万 | 0.43% | 5,900 | 181 | 3.2% | $2.61万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $88.55万 | 0.45% | 6,762 | 210 | 3.2% | $2.75万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $90.50万 | 0.46% | 9,893 | -6 | -0.1% | -$549 | 减仓 |
| DIS | DISNEY WALT CO | $92.55万 | 0.47% | 9,603 | 276 | 3.0% | $2.66万 | 加仓 |
| HD | HOME DEPOT INC | $95.80万 | 0.48% | 2,913 | 6 | 0.2% | $1,973 | 加仓 |
| AGG | ISHARES TR | $97.97万 | 0.49% | 9,869 | -27 | -0.3% | -$2,680 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $102.20万 | 0.51% | 4,181 | -21 | -0.5% | -$5,133 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $110.69万 | 0.56% | 14,855 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $117.66万 | 0.59% | 16,155 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $119.23万 | 0.60% | 22,846 | 250 | 1.1% | $1.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $120.13万 | 0.60% | 23,931 | 413 | 1.8% | $2.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.95万 | 0.61% | 1,875 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $124.19万 | 0.63% | 5,124 | 446 | 9.5% | $10.81万 | 加仓 |
| TSLA | TESLA INC | $130.60万 | 0.66% | 3,513 | 54 | 1.6% | $2.01万 | 加仓 |
| BAC | BANK AMERICA CORP | $135.37万 | 0.68% | 27,769 | -3,584 | -11.4% | -$17.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $139.68万 | 0.70% | 4,748 | -286 | -5.7% | -$8.41万 | 减仓 |
| IJH | ISHARES TR | $145.22万 | 0.73% | 21,505 | -100 | -0.5% | -$6,753 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $147.91万 | 0.74% | 42,986 | 5,478 | 14.6% | $18.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.89万 | 0.75% | 3,107 | 6 | 0.2% | $2,875 | 加仓 |
| VOO | VANGUARD INDEX FDS | $151.31万 | 0.76% | 2,532 | 15 | 0.6% | $8,964 | 加仓 |
| NVDA | NVIDIA CORPORATION | $151.49万 | 0.76% | 8,686 | 95 | 1.1% | $1.66万 | 加仓 |
| AMZN | AMAZON COM INC | $157.04万 | 0.79% | 7,540 | 1,738 | 30.0% | $36.20万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $157.39万 | 0.79% | 59,890 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $163.47万 | 0.82% | 60,210 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP | $164.39万 | 0.83% | 66,500 | -208 | -0.3% | -$5,142 | 减仓 |