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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $36.81万 | 0.19% | 2,770 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $36.45万 | 0.18% | 2,500 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $36.08万 | 0.18% | 779 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $35.56万 | 0.18% | 6,980 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.38万 | 0.18% | 355 | 2 | 0.6% | $1,994 | 加仓 |
| ASML | ASML HLDG NV | $34.74万 | 0.17% | 263 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $34.19万 | 0.17% | 1,600 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $33.84万 | 0.17% | 734 | 1 | 0.1% | $461 | 加仓 |
| DE | DEERE & CO | $33.80万 | 0.17% | 600 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $32.63万 | 0.16% | 6,608 | -400 | -5.7% | -$1.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.37万 | 0.16% | 1,236 | -40 | -3.1% | -$1.05万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.17万 | 0.14% | 4,793 | -9 | -0.2% | -$510 | 减仓 |
| SHY | ISHARES TR | $27.09万 | 0.14% | 3,281 | -707 | -17.7% | -$5.84万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.42万 | 0.13% | 3,612 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $25.09万 | 0.13% | 5,555 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $25.04万 | 0.13% | 1,276 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.44万 | 0.12% | 8,975 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.22万 | 0.12% | 3,829 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $22.86万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.81万 | 0.11% | 1,728 | 1,728 | — | $22.81万 | 新建仓 |
| PFE | PFIZER INC | $22.16万 | 0.11% | 7,890 | -280 | -3.4% | -$7,862 | 重新持有 |
| MGEE | MGE ENERGY INC | $21.91万 | 0.11% | 2,835 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.78万 | 0.11% | 4,936 | 4,936 | — | $21.78万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.72万 | 0.11% | 3,513 | 3,513 | — | $21.72万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.39万 | 0.11% | 2,728 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $20.94万 | 0.11% | 2,245 | 2,245 | — | $20.94万 | 新建仓 |
| SHOP | SHOPIFY INC | $20.94万 | 0.11% | 1,765 | -172 | -8.9% | -$2.04万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $20.37万 | 0.10% | 2,800 | 2,800 | — | $20.37万 | 新建仓 |
| — | BRC INC | $1.50万 | 0.01% | 19,388 | -2,015 | -9.4% | -$1,564 | 减仓 |
| — | UPEXI INC | $1.08万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| 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 |