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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,249.13万 | 5.50% | 254,612 | 16,427 | 6.9% | $80.59万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,036.22万 | 4.57% | 223,806 | 18,826 | 9.2% | $87.16万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $712.97万 | 3.14% | 141,546 | 10,243 | 7.8% | $51.59万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $706.50万 | 3.11% | 152,724 | 8,780 | 6.1% | $40.62万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $696.80万 | 3.07% | 174,374 | 21,123 | 13.8% | $84.41万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $654.82万 | 2.89% | 132,394 | 12,894 | 10.8% | $63.77万 | 加仓 |
| IWR | ISHARES TR | $628.72万 | 2.77% | 57,271 | 4,681 | 8.9% | $51.39万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $621.17万 | 2.74% | 281,071 | 16,251 | 6.1% | $35.91万 | 加仓 |
| IVV | ISHARES TR | $605.33万 | 2.67% | 8,043 | 251 | 3.2% | $18.89万 | 加仓 |
| GOOGL | ALPHABET INC | $594.99万 | 2.62% | 16,879 | -409 | -2.4% | -$14.42万 | 减仓 |
| DGRO | ISHARES TR | $579.03万 | 2.55% | 74,995 | 5,529 | 8.0% | $42.69万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $575.36万 | 2.54% | 221,717 | -1,234 | -0.6% | -$3.20万 | 减仓 |
| MINT | PIMCO ETF TR | $564.85万 | 2.49% | 56,181 | 4,420 | 8.5% | $44.44万 | 加仓 |
| AAPL | APPLE INC | $516.83万 | 2.28% | 16,288 | 2,378 | 17.1% | $75.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $470.33万 | 2.07% | 62,502 | 2,136 | 3.5% | $16.07万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $468.58万 | 2.06% | 145,026 | 12,016 | 9.0% | $38.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $417.27万 | 1.84% | 5,863 | 273 | 4.9% | $19.43万 | 加仓 |
| GL | GLOBE LIFE INC | $402.15万 | 1.77% | 22,514 | 1,125 | 5.3% | $20.09万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $383.82万 | 1.69% | 111,834 | 4,681 | 4.4% | $16.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $374.83万 | 1.65% | 9,587 | 1,119 | 13.2% | $43.75万 | 加仓 |
| EMXC | ISHARES INC | $350.93万 | 1.55% | 37,230 | 2,942 | 8.6% | $27.73万 | 加仓 |
| META | META PLATFORMS INC | $346.38万 | 1.53% | 5,274 | 197 | 3.9% | $12.94万 | 加仓 |
| FLTR | VANECK ETF TRUST | $342.34万 | 1.51% | 133,885 | 4,633 | 3.6% | $11.85万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $325.65万 | 1.43% | 104,812 | -87 | -0.1% | -$2,703 | 减仓 |
| COWZ | PACER FDS TR | $313.72万 | 1.38% | 48,616 | 3,207 | 7.1% | $20.69万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $299.14万 | 1.32% | 24,631 | 733 | 3.1% | $8.90万 | 加仓 |
| WMT | WALMART INC | $243.73万 | 1.07% | 21,234 | 881 | 4.3% | $10.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $220.80万 | 0.97% | 6,600 | 1,852 | 39.0% | $61.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $219.63万 | 0.97% | 10,791 | 2,105 | 24.2% | $42.84万 | 加仓 |
| AMZN | AMAZON COM INC | $200.15万 | 0.88% | 8,093 | 553 | 7.3% | $13.68万 | 加仓 |
| — | EXXON MOBIL CORP | $194.96万 | 0.86% | 13,491 | -2,410 | -15.2% | -$34.83万 | 减仓 |
| KO | COCA COLA CO | $185.66万 | 0.82% | 22,036 | -778 | -3.4% | -$6.55万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $182.21万 | 0.80% | 48,796 | 5,810 | 13.5% | $21.69万 | 加仓 |
| SUB | ISHARES TR | $180.58万 | 0.80% | 16,994 | -430 | -2.5% | -$4.57万 | 减仓 |
| SO | SOUTHERN CO | $178.17万 | 0.79% | 18,469 | 861 | 4.9% | $8.31万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $172.69万 | 0.76% | 67,273 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $168.63万 | 0.74% | 5,810 | 686 | 13.4% | $19.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $168.20万 | 0.74% | 2,443 | -89 | -3.5% | -$6.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $165.42万 | 0.73% | 27,801 | 32 | 0.1% | $1,904 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $164.85万 | 0.73% | 60,210 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $161.80万 | 0.71% | 21,505 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $157.87万 | 0.70% | 59,890 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.40万 | 0.69% | 3,168 | 61 | 2.0% | $3.03万 | 加仓 |
| TSLA | TESLA INC | $149.26万 | 0.66% | 3,781 | 268 | 7.6% | $10.58万 | 加仓 |
| LLY | ELI LILLY & CO | $140.48万 | 0.62% | 1,189 | 288 | 32.0% | $34.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.91万 | 0.61% | 1,854 | -21 | -1.1% | -$1.57万 | 减仓 |
| T | AT&T INC | $133.56万 | 0.59% | 61,977 | -2,060 | -3.2% | -$4.44万 | 减仓 |
| CSCO | CISCO SYS INC | $130.30万 | 0.57% | 10,927 | 52 | 0.5% | $6,201 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $128.70万 | 0.57% | 15,155 | -1,000 | -6.2% | -$8.49万 | 减仓 |
| MUNI | PIMCO ETF TR | $119.61万 | 0.53% | 22,888 | 42 | 0.2% | $2,195 | 加仓 |
| HUM | HUMANA INC | $114.45万 | 0.50% | 2,819 | 0 | 0.0% | — | 不变 |
| CDL | VICTORY PORTFOLIOS II | $113.90万 | 0.50% | 14,344 | -511 | -3.4% | -$4.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $111.62万 | 0.49% | 4,330 | 149 | 3.6% | $3.84万 | 加仓 |
| CAT | CATERPILLAR INC | $100.60万 | 0.44% | 1,080 | 184 | 20.5% | $17.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $98.33万 | 0.43% | 23,040 | -891 | -3.7% | -$3.80万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $98.31万 | 0.43% | 9,893 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $96.73万 | 0.43% | 2,519 | 209 | 9.0% | $8.03万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.08万 | 0.42% | 6,476 | 576 | 9.8% | $8.55万 | 加仓 |
| AGG | ISHARES TR | $95.97万 | 0.42% | 9,822 | -47 | -0.5% | -$4,592 | 减仓 |
| HD | HOME DEPOT INC | $94.49万 | 0.42% | 2,803 | -110 | -3.8% | -$3.71万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $88.80万 | 0.39% | 7,000 | 238 | 3.5% | $3.02万 | 加仓 |
| DIS | DISNEY WALT CO | $87.51万 | 0.39% | 9,116 | -487 | -5.1% | -$4.68万 | 减仓 |
| GPN | GLOBAL PMTS INC | $85.00万 | 0.37% | 11,060 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $83.09万 | 0.37% | 9,478 | 6 | 0.1% | $526 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $81.73万 | 0.36% | 18,392 | 3 | 0.0% | $133 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $78.62万 | 0.35% | 17,196 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $71.42万 | 0.31% | 1,241 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $70.88万 | 0.31% | 3,225 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $69.48万 | 0.31% | 7,861 | 443 | 6.0% | $3.92万 | 加仓 |
| IEFA | ISHARES TR | $68.46万 | 0.30% | 7,120 | -104 | -1.4% | -$10,000 | 减仓 |
| MUB | ISHARES TR | $65.16万 | 0.29% | 6,095 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $62.91万 | 0.28% | 2,602 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $62.31万 | 0.27% | 8,186 | -68 | -0.8% | -$5,176 | 减仓 |
| MRK | MERCK & CO INC | $60.87万 | 0.27% | 4,908 | 473 | 10.7% | $5.87万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $59.76万 | 0.26% | 1,148 | -20 | -1.7% | -$1.04万 | 减仓 |
| QCOM | QUALCOMM INC | $59.58万 | 0.26% | 3,238 | -331 | -9.3% | -$6.09万 | 减仓 |
| SBUX | STARBUCKS CORP | $59.19万 | 0.26% | 5,514 | 704 | 14.6% | $7.56万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $58.46万 | 0.26% | 5,710 | 799 | 16.3% | $8.18万 | 加仓 |
| IEMG | ISHARES INC | $58.35万 | 0.26% | 7,434 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $55.16万 | 0.24% | 3,920 | 15 | 0.4% | $2,111 | 加仓 |
| VFC | V F CORP | $54.40万 | 0.24% | 32,225 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $52.85万 | 0.23% | 4,968 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $52.79万 | 0.23% | 1,600 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.90万 | 0.22% | 4,936 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $50.70万 | 0.22% | 3,159 | -116 | -3.5% | -$1.86万 | 减仓 |
| FDX | FEDEX CORP | $50.32万 | 0.22% | 1,604 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $50.21万 | 0.22% | 2,770 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.60万 | 0.22% | 3,814 | -73 | -1.9% | -$9,493 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $48.52万 | 0.21% | 13,652 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.87万 | 0.21% | 2,188 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $46.48万 | 0.20% | 2,298 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $45.54万 | 0.20% | 5,286 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $45.39万 | 0.20% | 263 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $44.16万 | 0.19% | 5,946 | -2,131 | -26.4% | -$15.82万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $43.79万 | 0.19% | 808 | -253 | -23.8% | -$13.71万 | 减仓 |
| TIP | ISHARES TR | $43.54万 | 0.19% | 4,035 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $43.51万 | 0.19% | 3,141 | -68 | -2.1% | -$9,418 | 减仓 |
| MCD | MCDONALDS CORP | $42.72万 | 0.19% | 1,567 | 195 | 14.2% | $5.32万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $40.86万 | 0.18% | 779 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $40.58万 | 0.18% | 3,683 | 3,683 | — | $40.58万 | 新建仓 |