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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $38.92万 | 0.17% | 1,080 | -82 | -7.1% | -$2.95万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.05万 | 0.17% | 2,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $37.07万 | 0.16% | 633 | 33 | 5.5% | $1.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $36.99万 | 0.16% | 4,016 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.79万 | 0.16% | 6,562 | -46 | -0.7% | -$2,579 | 减仓 |
| VB | VANGUARD INDEX FDS | $36.61万 | 0.16% | 1,236 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.72万 | 0.16% | 973 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $35.58万 | 0.16% | 6,980 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $34.90万 | 0.15% | 1,498 | 1,498 | — | $34.90万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.38万 | 0.15% | 371 | 16 | 4.5% | $1.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.28万 | 0.15% | 1,881 | -280 | -13.0% | -$5.10万 | 减仓 |
| ORCL | ORACLE CORP | $29.81万 | 0.13% | 2,266 | 2,266 | — | $29.81万 | 新建仓 |
| TJX | TJX COS INC NEW | $28.40万 | 0.13% | 1,887 | 1,887 | — | $28.40万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $27.99万 | 0.12% | 1,276 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.60万 | 0.12% | 3,612 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $26.84万 | 0.12% | 3,281 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $26.79万 | 0.12% | 257 | 257 | — | $26.79万 | 新建仓 |
| CMI | CUMMINS INC | $26.11万 | 0.12% | 393 | 393 | — | $26.11万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $25.47万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $25.30万 | 0.11% | 3,573 | 60 | 1.7% | $4,248 | 加仓 |
| MINO | PIMCO ETF TR | $25.21万 | 0.11% | 5,555 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.42万 | 0.11% | 8,975 | 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 |
| MGEE | MGE ENERGY INC | $23.29万 | 0.10% | 2,835 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $22.76万 | 0.10% | 565 | 565 | — | $22.76万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $22.74万 | 0.10% | 4,615 | 4,615 | — | $22.74万 | 新建仓 |
| RTX | RTX CORPORATION | $22.55万 | 0.10% | 1,148 | 1,148 | — | $22.55万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.21万 | 0.10% | 2,730 | -70 | -2.5% | -$5,696 | 减仓 |
| BA | BOEING CO | $21.64万 | 0.10% | 1,004 | 1,004 | — | $21.64万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.30万 | 0.09% | 1,182 | 1,182 | — | $21.30万 | 新建仓 |
| ABBV | ABBVIE INC | $21.14万 | 0.09% | 852 | 852 | — | $21.14万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $21.13万 | 0.09% | 2,728 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $21.06万 | 0.09% | 643 | 643 | — | $21.06万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.79万 | 0.09% | 696 | 696 | — | $20.79万 | 新建仓 |
| IWM | ISHARES TR | $20.69万 | 0.09% | 705 | 705 | — | $20.69万 | 新建仓 |
| PFE | PFIZER INC | $20.61万 | 0.09% | 8,418 | 528 | 6.7% | $1.29万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $20.59万 | 0.09% | 2,789 | 2,789 | — | $20.59万 | 新建仓 |
| RIO | RIO TINTO PLC | $20.19万 | 0.09% | 2,247 | 2 | 0.1% | $180 | 加仓 |
| — | BRC INC | $2.33万 | 0.01% | 19,388 | 0 | 0.0% | — | 不变 |
| — | UPEXI INC | $1.33万 | 0.01% | 17,500 | 6,500 | 59.1% | $4,925 | 加仓 |
| — | 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 |