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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $169.95万 | 0.86% | 17,608 | 598 | 3.5% | $5.77万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $173.50万 | 0.87% | 67,273 | 1 | 0.0% | $26 | 加仓 |
| KO | COCA COLA CO | $173.50万 | 0.87% | 22,814 | 600 | 2.7% | $4.56万 | 加仓 |
| SUB | ISHARES TR | $185.56万 | 0.93% | 17,424 | -545 | -3.0% | -$5.80万 | 减仓 |
| T | AT&T INC | $185.64万 | 0.93% | 64,037 | 1,342 | 2.1% | $3.89万 | 加仓 |
| WMT | WALMART INC | $252.94万 | 1.27% | 20,353 | 5 | 0.0% | $621 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $264.74万 | 1.33% | 23,898 | -135 | -0.6% | -$1.50万 | 减仓 |
| EMXC | ISHARES INC | $269.71万 | 1.36% | 34,288 | 1,282 | 3.9% | $10.08万 | 加仓 |
| — | EXXON MOBIL CORP | $269.78万 | 1.36% | 15,901 | -338 | -2.1% | -$5.73万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $274.00万 | 1.38% | 104,899 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $284.08万 | 1.43% | 45,409 | -36 | -0.1% | -$2,252 | 减仓 |
| META | META PLATFORMS INC | $290.46万 | 1.46% | 5,077 | -266 | -5.0% | -$15.22万 | 减仓 |
| GL | GLOBE LIFE INC | $297.67万 | 1.50% | 21,389 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $311.60万 | 1.57% | 107,153 | 309 | 0.3% | $8,986 | 加仓 |
| MSFT | MICROSOFT CORP | $313.47万 | 1.58% | 8,468 | 1,507 | 21.6% | $55.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $322.62万 | 1.62% | 5,590 | 125 | 2.3% | $7.21万 | 加仓 |
| FLTR | VANECK ETF TRUST | $329.33万 | 1.66% | 129,252 | -183 | -0.1% | -$4,663 | 减仓 |
| AAPL | APPLE INC | $353.02万 | 1.78% | 13,910 | 57 | 0.4% | $1.45万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $390.52万 | 1.97% | 133,010 | 6,922 | 5.5% | $20.32万 | 加仓 |
| DGRO | ISHARES TR | $487.51万 | 2.45% | 69,466 | -585 | -0.8% | -$4.11万 | 减仓 |
| GOOGL | ALPHABET INC | $497.14万 | 2.50% | 17,288 | -121 | -0.7% | -$3.48万 | 减仓 |
| IVV | ISHARES TR | $508.96万 | 2.56% | 7,792 | -73 | -0.9% | -$4.77万 | 减仓 |
| IWR | ISHARES TR | $511.34万 | 2.57% | 52,590 | 376 | 0.7% | $3.66万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $511.40万 | 2.58% | 153,251 | 12,368 | 8.8% | $41.27万 | 加仓 |
| MINT | PIMCO ETF TR | $520.56万 | 2.62% | 51,761 | 4,266 | 9.0% | $42.90万 | 加仓 |
| IAU | ISHARES GOLD TR | $532.19万 | 2.68% | 60,366 | -348 | -0.6% | -$3.07万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $545.52万 | 2.75% | 119,500 | 3,846 | 3.3% | $17.56万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $585.47万 | 2.95% | 222,951 | 2,158 | 1.0% | $5.67万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $591.61万 | 2.98% | 264,820 | 8,423 | 3.3% | $18.82万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $664.13万 | 3.34% | 131,303 | 6,815 | 5.5% | $34.47万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $676.78万 | 3.41% | 143,944 | 7,054 | 5.2% | $33.17万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $823.81万 | 4.15% | 204,980 | 8,340 | 4.2% | $33.52万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,013.24万 | 5.10% | 238,185 | 7,495 | 3.2% | $31.88万 | 加仓 |