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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,013.24万 | 5.10% | 238,185 | 7,495 | 3.2% | $31.88万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $823.81万 | 4.15% | 204,980 | 8,340 | 4.2% | $33.52万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $676.78万 | 3.41% | 143,944 | 7,054 | 5.2% | $33.17万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $664.13万 | 3.34% | 131,303 | 6,815 | 5.5% | $34.47万 | 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 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $585.47万 | 2.95% | 222,951 | 2,158 | 1.0% | $5.67万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $545.52万 | 2.75% | 119,500 | 3,846 | 3.3% | $17.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $532.19万 | 2.68% | 60,366 | -348 | -0.6% | -$3.07万 | 减仓 |
| MINT | PIMCO ETF TR | $520.56万 | 2.62% | 51,761 | 4,266 | 9.0% | $42.90万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $511.40万 | 2.58% | 153,251 | 12,368 | 8.8% | $41.27万 | 加仓 |
| IWR | ISHARES TR | $511.34万 | 2.57% | 52,590 | 376 | 0.7% | $3.66万 | 加仓 |
| IVV | ISHARES TR | $508.96万 | 2.56% | 7,792 | -73 | -0.9% | -$4.77万 | 减仓 |
| GOOGL | ALPHABET INC | $497.14万 | 2.50% | 17,288 | -121 | -0.7% | -$3.48万 | 减仓 |
| DGRO | ISHARES TR | $487.51万 | 2.45% | 69,466 | -585 | -0.8% | -$4.11万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $390.52万 | 1.97% | 133,010 | 6,922 | 5.5% | $20.32万 | 加仓 |
| AAPL | APPLE INC | $353.02万 | 1.78% | 13,910 | 57 | 0.4% | $1.45万 | 加仓 |
| FLTR | VANECK ETF TRUST | $329.33万 | 1.66% | 129,252 | -183 | -0.1% | -$4,663 | 减仓 |
| QQQ | INVESCO QQQ TR | $322.62万 | 1.62% | 5,590 | 125 | 2.3% | $7.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $313.47万 | 1.58% | 8,468 | 1,507 | 21.6% | $55.79万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $311.60万 | 1.57% | 107,153 | 309 | 0.3% | $8,986 | 加仓 |
| GL | GLOBE LIFE INC | $297.67万 | 1.50% | 21,389 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $290.46万 | 1.46% | 5,077 | -266 | -5.0% | -$15.22万 | 减仓 |
| COWZ | PACER FDS TR | $284.08万 | 1.43% | 45,409 | -36 | -0.1% | -$2,252 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $274.00万 | 1.38% | 104,899 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $269.78万 | 1.36% | 15,901 | -338 | -2.1% | -$5.73万 | 减仓 |
| EMXC | ISHARES INC | $269.71万 | 1.36% | 34,288 | 1,282 | 3.9% | $10.08万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $264.74万 | 1.33% | 23,898 | -135 | -0.6% | -$1.50万 | 减仓 |
| WMT | WALMART INC | $252.94万 | 1.27% | 20,353 | 5 | 0.0% | $621 | 加仓 |
| T | AT&T INC | $185.64万 | 0.93% | 64,037 | 1,342 | 2.1% | $3.89万 | 加仓 |
| SUB | ISHARES TR | $185.56万 | 0.93% | 17,424 | -545 | -3.0% | -$5.80万 | 减仓 |
| KO | COCA COLA CO | $173.50万 | 0.87% | 22,814 | 600 | 2.7% | $4.56万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $173.50万 | 0.87% | 67,273 | 1 | 0.0% | $26 | 加仓 |
| SO | SOUTHERN CO | $169.95万 | 0.86% | 17,608 | 598 | 3.5% | $5.77万 | 加仓 |
| — | PROASSURANCE CORP | $164.39万 | 0.83% | 66,500 | -208 | -0.3% | -$5,142 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $163.47万 | 0.82% | 60,210 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $157.39万 | 0.79% | 59,890 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $157.04万 | 0.79% | 7,540 | 1,738 | 30.0% | $36.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $151.49万 | 0.76% | 8,686 | 95 | 1.1% | $1.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $151.31万 | 0.76% | 2,532 | 15 | 0.6% | $8,964 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.89万 | 0.75% | 3,107 | 6 | 0.2% | $2,875 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $147.91万 | 0.74% | 42,986 | 5,478 | 14.6% | $18.85万 | 加仓 |
| IJH | ISHARES TR | $145.22万 | 0.73% | 21,505 | -100 | -0.5% | -$6,753 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $139.68万 | 0.70% | 4,748 | -286 | -5.7% | -$8.41万 | 减仓 |
| BAC | BANK AMERICA CORP | $135.37万 | 0.68% | 27,769 | -3,584 | -11.4% | -$17.47万 | 减仓 |
| TSLA | TESLA INC | $130.60万 | 0.66% | 3,513 | 54 | 1.6% | $2.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $124.19万 | 0.63% | 5,124 | 446 | 9.5% | $10.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.95万 | 0.61% | 1,875 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $120.13万 | 0.60% | 23,931 | 413 | 1.8% | $2.07万 | 加仓 |
| MUNI | PIMCO ETF TR | $119.23万 | 0.60% | 22,846 | 250 | 1.1% | $1.30万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $117.66万 | 0.59% | 16,155 | 0 | 0.0% | — | 不变 |
| CDL | VICTORY PORTFOLIOS II | $110.69万 | 0.56% | 14,855 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $102.20万 | 0.51% | 4,181 | -21 | -0.5% | -$5,133 | 减仓 |
| AGG | ISHARES TR | $97.97万 | 0.49% | 9,869 | -27 | -0.3% | -$2,680 | 减仓 |
| HD | HOME DEPOT INC | $95.80万 | 0.48% | 2,913 | 6 | 0.2% | $1,973 | 加仓 |
| DIS | DISNEY WALT CO | $92.55万 | 0.47% | 9,603 | 276 | 3.0% | $2.66万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $90.50万 | 0.46% | 9,893 | -6 | -0.1% | -$549 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $88.55万 | 0.45% | 6,762 | 210 | 3.2% | $2.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $85.21万 | 0.43% | 5,900 | 181 | 3.2% | $2.61万 | 加仓 |
| CSCO | CISCO SYS INC | $84.38万 | 0.42% | 10,875 | -189 | -1.7% | -$1.47万 | 减仓 |
| LLY | ELI LILLY & CO | $82.83万 | 0.42% | 901 | 1 | 0.1% | $919 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $78.91万 | 0.40% | 17,196 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $75.41万 | 0.38% | 9,472 | 151 | 1.6% | $1.20万 | 加仓 |
| GPN | GLOBAL PMTS INC | $74.43万 | 0.37% | 11,060 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $72.42万 | 0.36% | 1,061 | -7 | -0.7% | -$4,778 | 减仓 |
| AVGO | BROADCOM INC | $71.51万 | 0.36% | 2,310 | 13 | 0.6% | $4,024 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $70.65万 | 0.36% | 18,389 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $70.59万 | 0.36% | 1,168 | 151 | 14.8% | $9.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $68.90万 | 0.35% | 7,418 | 30 | 0.4% | $2,786 | 加仓 |
| IEFA | ISHARES TR | $65.40万 | 0.33% | 7,224 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $64.70万 | 0.33% | 6,095 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $63.48万 | 0.32% | 896 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $61.14万 | 0.31% | 3,225 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $58.96万 | 0.30% | 8,254 | -225 | -2.7% | -$1.61万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $58.10万 | 0.29% | 8,077 | -239 | -2.9% | -$1.72万 | 减仓 |
| FDX | FEDEX CORP | $57.13万 | 0.29% | 1,604 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $56.86万 | 0.29% | 3,887 | 447 | 13.0% | $6.54万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $56.53万 | 0.28% | 2,602 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $54.75万 | 0.28% | 32,225 | 1 | 0.0% | $17 | 加仓 |
| MRK | MERCK & CO INC | $53.35万 | 0.27% | 4,435 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $51.85万 | 0.26% | 7,434 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $49.83万 | 0.25% | 3,209 | -29 | -0.9% | -$4,503 | 减仓 |
| DVY | ISHARES TR | $49.59万 | 0.25% | 3,275 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $48.88万 | 0.25% | 2,819 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $48.04万 | 0.24% | 4,968 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $46.15万 | 0.23% | 4,911 | 40 | 0.8% | $3,759 | 加仓 |
| QCOM | QUALCOMM INC | $45.97万 | 0.23% | 3,569 | 81 | 2.3% | $1.04万 | 加仓 |
| XYL | XYLEM INC | $44.73万 | 0.23% | 3,743 | 5 | 0.1% | $598 | 加仓 |
| CVX | CHEVRON CORPORATION | $44.72万 | 0.23% | 2,161 | -9 | -0.4% | -$1,862 | 减仓 |
| TIP | ISHARES TR | $44.53万 | 0.22% | 4,035 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $44.28万 | 0.22% | 3,905 | -23 | -0.6% | -$2,608 | 减仓 |
| SBUX | STARBUCKS CORP | $43.09万 | 0.22% | 4,810 | 14 | 0.3% | $1,254 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $42.99万 | 0.22% | 13,652 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $42.64万 | 0.21% | 1,372 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $42.43万 | 0.21% | 1,241 | 260 | 26.5% | $8.89万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $42.35万 | 0.21% | 2,298 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $41.99万 | 0.21% | 2,188 | -253 | -10.4% | -$4.86万 | 减仓 |
| GLD | SPDR GOLD TR | $41.87万 | 0.21% | 973 | -30 | -3.0% | -$1.29万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.23万 | 0.21% | 4,016 | 35 | 0.9% | $3,593 | 加仓 |
| AMGN | AMGEN INC | $40.90万 | 0.21% | 1,162 | -11 | -0.9% | -$3,872 | 减仓 |
| VUG | VANGUARD INDEX FDS | $38.48万 | 0.19% | 881 | 0 | 0.0% | — | 不变 |