Smith Thornton Advisors LLC
HUNTSVILLE AL · SEC CIK 0002032436
$2.27亿2026Q2 申报市值
140持仓数
33.1%前十大占比 · 第一大 5.5%
16 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGGR 加仓+$87.16万
CGGO 加仓+$84.41万
CGDV 加仓+$80.59万
AAPL 加仓+$75.46万
SPDW 加仓+$63.77万
2026Q2 卖出最多 按季末市值估算
PROASSURANCE COR 清仓-$164.39万
XYL 清仓-$44.73万
EXXON MOBIL CORP 减仓-$34.83万
ISRG 清仓-$33.84万
BMY 清仓-$23.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -66,500 | -100.0% | -$164.39万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -3,743 | -100.0% | -$44.73万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -734 | -100.0% | -$33.84万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,829 | -100.0% | -$23.22万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,728 | -100.0% | -$22.81万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,765 | -100.0% | -$20.94万 | 清仓 |
| — | UPEXI INC | $1.33万 | 0.01% | 17,500 | 6,500 | 59.1% | $4,925 | 加仓 |
| — | BRC INC | $2.33万 | 0.01% | 19,388 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $20.19万 | 0.09% | 2,247 | 2 | 0.1% | $180 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $20.59万 | 0.09% | 2,789 | 2,789 | — | $20.59万 | 新建仓 |
| PFE | PFIZER INC | $20.61万 | 0.09% | 8,418 | 528 | 6.7% | $1.29万 | 加仓 |
| IWM | ISHARES TR | $20.69万 | 0.09% | 705 | 705 | — | $20.69万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.79万 | 0.09% | 696 | 696 | — | $20.79万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $21.06万 | 0.09% | 643 | 643 | — | $21.06万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.13万 | 0.09% | 2,728 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.14万 | 0.09% | 852 | 852 | — | $21.14万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.30万 | 0.09% | 1,182 | 1,182 | — | $21.30万 | 新建仓 |
| BA | BOEING CO | $21.64万 | 0.10% | 1,004 | 1,004 | — | $21.64万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.21万 | 0.10% | 2,730 | -70 | -2.5% | -$5,696 | 减仓 |
| RTX | RTX CORPORATION | $22.55万 | 0.10% | 1,148 | 1,148 | — | $22.55万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $22.74万 | 0.10% | 4,615 | 4,615 | — | $22.74万 | 新建仓 |
| ETN | EATON CORP PLC | $22.76万 | 0.10% | 565 | 565 | — | $22.76万 | 新建仓 |
| MGEE | MGE ENERGY INC | $23.29万 | 0.10% | 2,835 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.69万 | 0.10% | 4,174 | -619 | -12.9% | -$3.51万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.42万 | 0.11% | 8,975 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $25.21万 | 0.11% | 5,555 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $25.30万 | 0.11% | 3,573 | 60 | 1.7% | $4,248 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $25.47万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.11万 | 0.12% | 393 | 393 | — | $26.11万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.79万 | 0.12% | 257 | 257 | — | $26.79万 | 新建仓 |
| SHY | ISHARES TR | $26.84万 | 0.12% | 3,281 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.60万 | 0.12% | 3,612 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $27.99万 | 0.12% | 1,276 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $28.40万 | 0.13% | 1,887 | 1,887 | — | $28.40万 | 新建仓 |
| ORCL | ORACLE CORP | $29.81万 | 0.13% | 2,266 | 2,266 | — | $29.81万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $34.28万 | 0.15% | 1,881 | -280 | -13.0% | -$5.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.38万 | 0.15% | 371 | 16 | 4.5% | $1.48万 | 加仓 |
| NUE | NUCOR CORP | $34.90万 | 0.15% | 1,498 | 1,498 | — | $34.90万 | 新建仓 |
| FLOT | ISHARES TR | $35.58万 | 0.16% | 6,980 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.72万 | 0.16% | 973 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $36.61万 | 0.16% | 1,236 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.79万 | 0.16% | 6,562 | -46 | -0.7% | -$2,579 | 减仓 |
| ABT | ABBOTT LABORATORIES | $36.99万 | 0.16% | 4,016 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $37.07万 | 0.16% | 633 | 33 | 5.5% | $1.93万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.05万 | 0.17% | 2,500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $38.92万 | 0.17% | 1,080 | -82 | -7.1% | -$2.95万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $40.58万 | 0.18% | 3,683 | 3,683 | — | $40.58万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $40.86万 | 0.18% | 779 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $42.72万 | 0.19% | 1,567 | 195 | 14.2% | $5.32万 | 加仓 |
| PEP | PEPSICO INC | $43.51万 | 0.19% | 3,141 | -68 | -2.1% | -$9,418 | 减仓 |
| TIP | ISHARES TR | $43.54万 | 0.19% | 4,035 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $43.79万 | 0.19% | 808 | -253 | -23.8% | -$13.71万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $44.16万 | 0.19% | 5,946 | -2,131 | -26.4% | -$15.82万 | 减仓 |
| ASML | ASML HLDG NV | $45.39万 | 0.20% | 263 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $45.54万 | 0.20% | 5,286 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $46.48万 | 0.20% | 2,298 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.87万 | 0.21% | 2,188 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $48.52万 | 0.21% | 13,652 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.60万 | 0.22% | 3,814 | -73 | -1.9% | -$9,493 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $50.21万 | 0.22% | 2,770 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $50.32万 | 0.22% | 1,604 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $50.70万 | 0.22% | 3,159 | -116 | -3.5% | -$1.86万 | 减仓 |
| INTC | INTEL CORP | $50.90万 | 0.22% | 4,936 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $52.79万 | 0.23% | 1,600 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $52.85万 | 0.23% | 4,968 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $54.40万 | 0.24% | 32,225 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $55.16万 | 0.24% | 3,920 | 15 | 0.4% | $2,111 | 加仓 |
| IEMG | ISHARES INC | $58.35万 | 0.26% | 7,434 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $58.46万 | 0.26% | 5,710 | 799 | 16.3% | $8.18万 | 加仓 |
| SBUX | STARBUCKS CORP | $59.19万 | 0.26% | 5,514 | 704 | 14.6% | $7.56万 | 加仓 |
| QCOM | QUALCOMM INC | $59.58万 | 0.26% | 3,238 | -331 | -9.3% | -$6.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $59.76万 | 0.26% | 1,148 | -20 | -1.7% | -$1.04万 | 减仓 |
| MRK | MERCK & CO INC | $60.87万 | 0.27% | 4,908 | 473 | 10.7% | $5.87万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $62.31万 | 0.27% | 8,186 | -68 | -0.8% | -$5,176 | 减仓 |
| VBR | VANGUARD INDEX FDS | $62.91万 | 0.28% | 2,602 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $65.16万 | 0.29% | 6,095 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $68.46万 | 0.30% | 7,120 | -104 | -1.4% | -$10,000 | 减仓 |
| NEE | NEXTERA ENERGY INC | $69.48万 | 0.31% | 7,861 | 443 | 6.0% | $3.92万 | 加仓 |
| IWN | ISHARES TR | $70.88万 | 0.31% | 3,225 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $71.42万 | 0.31% | 1,241 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $78.62万 | 0.35% | 17,196 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $81.73万 | 0.36% | 18,392 | 3 | 0.0% | $133 | 加仓 |
| WFC | WELLS FARGO & CO | $83.09万 | 0.37% | 9,478 | 6 | 0.1% | $526 | 加仓 |
| GPN | GLOBAL PMTS INC | $85.00万 | 0.37% | 11,060 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $87.51万 | 0.39% | 9,116 | -487 | -5.1% | -$4.68万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $88.80万 | 0.39% | 7,000 | 238 | 3.5% | $3.02万 | 加仓 |
| HD | HOME DEPOT INC | $94.49万 | 0.42% | 2,803 | -110 | -3.8% | -$3.71万 | 减仓 |
| AGG | ISHARES TR | $95.97万 | 0.42% | 9,822 | -47 | -0.5% | -$4,592 | 减仓 |
| PG | PROCTER & GAMBLE CO | $96.08万 | 0.42% | 6,476 | 576 | 9.8% | $8.55万 | 加仓 |
| AVGO | BROADCOM INC | $96.73万 | 0.43% | 2,519 | 209 | 9.0% | $8.03万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $98.31万 | 0.43% | 9,893 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $98.33万 | 0.43% | 23,040 | -891 | -3.7% | -$3.80万 | 减仓 |
| CAT | CATERPILLAR INC | $100.60万 | 0.44% | 1,080 | 184 | 20.5% | $17.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $111.62万 | 0.49% | 4,330 | 149 | 3.6% | $3.84万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $113.90万 | 0.50% | 14,344 | -511 | -3.4% | -$4.06万 | 减仓 |
| HUM | HUMANA INC | $114.45万 | 0.50% | 2,819 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $119.61万 | 0.53% | 22,888 | 42 | 0.2% | $2,195 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $128.70万 | 0.57% | 15,155 | -1,000 | -6.2% | -$8.49万 | 减仓 |
| CSCO | CISCO SYS INC | $130.30万 | 0.57% | 10,927 | 52 | 0.5% | $6,201 | 加仓 |
| T | AT&T INC | $133.56万 | 0.59% | 61,977 | -2,060 | -3.2% | -$4.44万 | 减仓 |