MSH Capital Advisors LLC
SCOTTSDALE AZ · SEC CIK 0002056306
$5.75亿2026Q2 申报市值
320持仓数
27.2%前十大占比 · 第一大 9.2%
53 / 14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
AAPL 加仓+$343.96万
NVDA 加仓+$223.64万
VOO 加仓+$184.20万
QGRO 加仓+$175.08万
JPM 加仓+$160.17万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$213.17万
MU 减仓-$149.03万
CSCO 减仓-$139.15万
SPG 清仓-$89.33万
MDT 减仓-$82.42万
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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -4,789 | -100.0% | -$89.33万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,231 | -100.0% | -$76.78万 | 清仓 |
| TMSL | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -10,685 | -100.0% | -$39.18万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,614 | -100.0% | -$36.48万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -457 | -100.0% | -$31.18万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -5,270 | -100.0% | -$27.27万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,263 | -100.0% | -$23.58万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,880 | -100.0% | -$22.98万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,623 | -100.0% | -$21.73万 | 清仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $0 | 0.00% | 0 | -7,825 | -100.0% | -$21.08万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -5,021 | -100.0% | -$20.95万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,893 | -100.0% | -$20.49万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -2,182 | -100.0% | -$20.36万 | 清仓 |
| — | EQUUS TOTAL RETURN INC | $0 | 0.00% | 0 | -21,666 | -100.0% | -$3.99万 | 清仓 |
| — | AMERICAN RES CORP | $2.15万 | 0.00% | 10,000 | 0 | 0.0% | — | 重新持有 |
| WIT | WIPRO LTD | $2.95万 | 0.01% | 13,120 | 13,120 | — | $2.95万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $16.51万 | 0.03% | 10,403 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $18.59万 | 0.03% | 13,375 | -3,309 | -19.8% | -$4.60万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $20.20万 | 0.04% | 4,853 | 4,853 | — | $20.20万 | 新建仓 |
| SDOG | ALPS ETF TR | $20.31万 | 0.04% | 2,977 | 2,977 | — | $20.31万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $20.56万 | 0.04% | 1,975 | 1,975 | — | $20.56万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $20.64万 | 0.04% | 1,941 | 1,941 | — | $20.64万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $20.66万 | 0.04% | 8,379 | -720 | -7.9% | -$1.78万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $20.72万 | 0.04% | 1,269 | 1,269 | — | $20.72万 | 新建仓 |
| SYLD | CAMBRIA ETF TR | $20.76万 | 0.04% | 2,625 | -248 | -8.6% | -$1.96万 | 减仓 |
| MDU | MDU RES GROUP INC | $20.87万 | 0.04% | 9,840 | 17 | 0.2% | $361 | 加仓 |
| AFL | AFLAC INC | $20.91万 | 0.04% | 1,783 | 1,783 | — | $20.91万 | 新建仓 |
| NI | NISOURCE INC | $20.98万 | 0.04% | 4,412 | 4,412 | — | $20.98万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.99万 | 0.04% | 845 | 75 | 9.7% | $1.86万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $21.19万 | 0.04% | 4,214 | 4,214 | — | $21.19万 | 新建仓 |
| BGC | BGC GROUP INC | $21.23万 | 0.04% | 19,858 | -205 | -1.0% | -$2,191 | 减仓 |
| SBUX | STARBUCKS CORP | $21.73万 | 0.04% | 2,127 | 2,127 | — | $21.73万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $21.82万 | 0.04% | 9,790 | 9,790 | — | $21.82万 | 新建仓 |
| FDX | FEDEX CORP | $21.86万 | 0.04% | 698 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $21.88万 | 0.04% | 110 | 110 | — | $21.88万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.89万 | 0.04% | 4,544 | 4,544 | — | $21.89万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.18万 | 0.04% | 6,663 | 866 | 14.9% | $2.88万 | 加仓 |
| ZTS | ZOETIS INC | $22.23万 | 0.04% | 3,094 | 3,094 | — | $22.23万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $22.34万 | 0.04% | 17,105 | -1,000 | -5.5% | -$1.31万 | 减仓 |
| KR | KROGER CO | $22.36万 | 0.04% | 4,027 | -135 | -3.2% | -$7,497 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $22.75万 | 0.04% | 5,273 | 5,273 | — | $22.75万 | 新建仓 |
| QCOM | QUALCOMM INC | $22.78万 | 0.04% | 1,233 | -68 | -5.2% | -$1.26万 | 重新持有 |
| MOAT | VANECK ETF TRUST | $22.85万 | 0.04% | 2,198 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $22.98万 | 0.04% | 674 | 674 | — | $22.98万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.06万 | 0.04% | 3,018 | -125 | -4.0% | -$9,551 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $23.06万 | 0.04% | 11,424 | 11,424 | — | $23.06万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $23.08万 | 0.04% | 3,181 | 3,181 | — | $23.08万 | 新建仓 |
| ORCL | ORACLE CORP | $23.09万 | 0.04% | 1,576 | 1,576 | — | $23.09万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.16万 | 0.04% | 1,529 | 146 | 10.6% | $2.21万 | 加仓 |
| DVA | DAVITA INC | $23.56万 | 0.04% | 1,059 | 1,059 | — | $23.56万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.64万 | 0.04% | 699 | -17 | -2.4% | -$5,750 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $23.73万 | 0.04% | 4,583 | -192 | -4.0% | -$9,942 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.03万 | 0.04% | 8,164 | 13 | 0.2% | $383 | 加仓 |
| USMV | ISHARES TR | $24.12万 | 0.04% | 2,501 | 181 | 7.8% | $1.75万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $24.15万 | 0.04% | 3,944 | -2,269 | -36.5% | -$13.89万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $25.13万 | 0.04% | 4,994 | 4,994 | — | $25.13万 | 新建仓 |
| MUB | ISHARES TR | $25.37万 | 0.04% | 2,357 | -1,395 | -37.2% | -$15.01万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $25.60万 | 0.04% | 4,541 | 4,541 | — | $25.60万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $25.86万 | 0.04% | 1,321 | 1,321 | — | $25.86万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.04万 | 0.05% | 896 | -334 | -27.2% | -$9.71万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $26.74万 | 0.05% | 9,534 | 9,534 | — | $26.74万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.89万 | 0.05% | 563 | 563 | — | $26.89万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $27.42万 | 0.05% | 1,360 | 204 | 17.6% | $4.11万 | 加仓 |
| HAL | HALLIBURTON CO | $27.55万 | 0.05% | 8,114 | 209 | 2.6% | $7,095 | 加仓 |
| FISR | SSGA ACTIVE TR | $27.65万 | 0.05% | 10,778 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $28.01万 | 0.05% | 1,916 | 156 | 8.9% | $2.28万 | 加仓 |
| DUOL | DUOLINGO INC | $28.11万 | 0.05% | 2,444 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $28.58万 | 0.05% | 1,722 | -11 | -0.6% | -$1,825 | 减仓 |
| D | DOMINION ENERGY INC | $28.63万 | 0.05% | 4,193 | -36 | -0.9% | -$2,458 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $29.16万 | 0.05% | 50,190 | -770 | -1.5% | -$4,474 | 减仓 |
| — | BITWISE HYPERLIQUID ETF | $29.36万 | 0.05% | 7,983 | 7,983 | — | $29.36万 | 新建仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $29.40万 | 0.05% | 12,734 | 12,734 | — | $29.40万 | 新建仓 |
| IAGG | ISHARES TR | $29.46万 | 0.05% | 5,822 | -4,253 | -42.2% | -$21.52万 | 减仓 |
| IYW | ISHARES TR | $29.46万 | 0.05% | 1,168 | -234 | -16.7% | -$5.90万 | 减仓 |
| EOG | EOG RES INC | $29.50万 | 0.05% | 2,274 | -84 | -3.6% | -$1.09万 | 减仓 |
| AMAT | APPLIED MATLS INC | $29.74万 | 0.05% | 411 | 411 | — | $29.74万 | 新建仓 |
| GWW | WW GRAINGER INC | $30.61万 | 0.05% | 225 | 1 | 0.4% | $1,360 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $30.72万 | 0.05% | 4,188 | 26 | 0.6% | $1,907 | 加仓 |
| WU | WESTERN UN CO | $31.17万 | 0.05% | 40,481 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $32.04万 | 0.06% | 7,550 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $32.66万 | 0.06% | 2,059 | 28 | 1.4% | $4,441 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $32.79万 | 0.06% | 3,595 | -405 | -10.1% | -$3.69万 | 减仓 |
| SHLD | GLOBAL X FDS | $32.88万 | 0.06% | 5,507 | 1,630 | 42.0% | $9.73万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $32.95万 | 0.06% | 28,070 | 4,300 | 18.1% | $5.05万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $33.07万 | 0.06% | 12,942 | 4,118 | 46.7% | $10.52万 | 重新持有 |
| BMO | BANK MONTREAL MEDIUM | $33.17万 | 0.06% | 1,877 | -75 | -3.8% | -$1.33万 | 减仓 |
| LIN | LINDE PLC | $33.47万 | 0.06% | 645 | 60 | 10.3% | $3.11万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $33.55万 | 0.06% | 1,002 | 1,002 | — | $33.55万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.81万 | 0.06% | 443 | 443 | — | $33.81万 | 新建仓 |
| SLV | ISHARES SILVER TR | $34.12万 | 0.06% | 6,382 | 2,630 | 70.1% | $14.06万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.37万 | 0.06% | 16,940 | 16,940 | — | $34.37万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $34.60万 | 0.06% | 3,586 | -906 | -20.2% | -$8.74万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.00万 | 0.06% | 1,175 | 1,175 | — | $35.00万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $35.21万 | 0.06% | 6,990 | 1,374 | 24.5% | $6.92万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.21万 | 0.06% | 4,797 | 4,797 | — | $35.21万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.93万 | 0.06% | 6,236 | -2,938 | -32.0% | -$16.93万 | 减仓 |
| AMGN | AMGEN INC | $37.01万 | 0.06% | 1,022 | 62 | 6.5% | $2.25万 | 加仓 |
| MDT | MEDTRONIC PLC | $37.04万 | 0.06% | 4,735 | -10,535 | -69.0% | -$82.42万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $37.19万 | 0.06% | 3,459 | 347 | 11.2% | $3.73万 | 加仓 |
| VTRS | VIATRIS INC | $37.61万 | 0.07% | 23,682 | 0 | 0.0% | — | 不变 |