13F 机构持仓

MSH Capital Advisors LLC

SCOTTSDALE AZ · SEC CIK 0002056306

2026Q22026Q1 更早 9 个季度 🔒
$4.72亿2026Q1 申报市值
273持仓数
28.0%前十大占比 · 第一大 9.2%
19 / 13新建仓 / 清仓
申报市值走势$5.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 9.2%
VEA 3.3%
SDY 2.8%
SCHD 2.1%
SCHG 2.0%
IEFA 1.9%
IVV 1.8%
JPM 1.8%
MSFT 1.6%
VYM 1.6%

2026Q1 买入最多 按季末市值估算

VXUS 新建仓+$440.20万
XLI 新建仓+$206.43万
VTI 加仓+$173.07万
IEFA 加仓+$132.64万
VTV 加仓+$117.76万

2026Q1 卖出最多 按季末市值估算

QGRO 减仓-$167.96万
STOT 清仓-$109.70万
ABBV 减仓-$105.12万
KMI 清仓-$93.34万
EMR 减仓-$91.68万

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
DOC HEALTHPEAK PROPERTIES INC $41.20万0.09%25,079 8403.5% $1.38万 加仓
VOOG VANGUARD ADMIRAL FDS INC $41.34万0.09%1,014 -1,896-65.2% -$77.31万 减仓
DIS DISNEY WALT CO $41.48万0.09%4,304 -365-7.8% -$3.52万 减仓
CGBL CAPITAL GROUP CORE BALANCED $41.72万0.09%12,124 2452.1% $8,430 加仓
ACWX ISHARES TR $42.02万0.09%6,137 6,137— $42.02万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $42.45万0.09%1,230 32535.9% $11.22万 加仓
SPDW SPDR INDEX SHS FDS $42.64万0.09%9,341 2502.7% $1.14万 加仓
IWD ISHARES TR $44.03万0.09%2,061 -825-28.6% -$17.63万 减仓
LQD ISHARES TR $44.81万0.09%4,111 46712.8% $5.09万 加仓
AMH AMERICAN HOMES 4 RENT $45.36万0.10%16,245 1,2298.2% $3.43万 加仓
TXN TEXAS INSTRS INC $46.01万0.10%2,370 1084.8% $2.10万 加仓
BKNG BOOKING HOLDINGS INC $46.73万0.10%111 54.7% $2.11万 加仓
CORO BLACKROCK ETF TRUST $47.45万0.10%14,757 14,757— $47.45万 新建仓
YUM YUM BRANDS INC $47.92万0.10%3,082 551.8% $8,551 加仓
PSA PUBLIC STORAGE OPER CO $48.00万0.10%1,772 150.9% $4,063 加仓
BAI BLACKROCK ETF TRUST $48.05万0.10%14,583 9717.1% $3.20万 加仓
SPMO INVESCO EXCH TRADED FD TR II $48.46万0.10%4,322 1032.4% $1.15万 加仓
THRO BLACKROCK ETF TRUST $49.87万0.11%13,770 00.0% — 不变
CGGE CAPITAL GROUP GLOBAL EQUITY $50.35万0.11%16,509 -1,028-5.9% -$3.14万 减仓
IAGG ISHARES TR $50.42万0.11%10,075 3924.0% $1.96万 加仓
— CAMBRIA ETF TR $52.41万0.11%20,846 -1,155-5.2% -$2.90万 减仓
GE GE AEROSPACE $52.42万0.11%1,847 452.5% $1.28万 加仓
SKT TANGER INC $52.83万0.11%15,548 00.0% — 不变
BA BOEING CO $53.62万0.11%2,694 -75-2.7% -$1.49万 减仓
PFFD GLOBAL X FDS $53.66万0.11%29,164 2370.8% $4,361 加仓
BX BLACKSTONE INC $53.67万0.11%4,668 -3,080-39.8% -$35.41万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $54.27万0.11%11,589 -4,845-29.5% -$22.69万 减仓
DHS WISDOMTREE TR $54.96万0.12%5,032 831.7% $9,065 加仓
GEV GE VERNOVA INC $55.58万0.12%637 264.3% $2.27万 加仓
BMY BRISTOL-MYERS SQUIBB CO $55.64万0.12%9,174 3764.3% $2.28万 加仓
HRB BLOCK H & R INC $55.79万0.12%17,578 -102-0.6% -$3,237 减仓
NFLX NETFLIX INC. $57.17万0.12%5,946 3,334127.6% $32.06万 加仓
TLH ISHARES TR $57.39万0.12%5,698 1693.1% $1.70万 加仓
SLB SLB LIMITED $57.42万0.12%11,173 1000.9% $5,139 加仓
GH GUARDANT HEALTH INC $58.02万0.12%6,281 -656-9.5% -$6.06万 减仓
PFF ISHARES TR $58.97万0.12%19,450 -227-1.2% -$6,883 减仓
IBM INTERNATIONAL BUSINESS MACHS $59.17万0.13%2,441 26912.4% $6.52万 加仓
PSX PHILLIPS 66 $59.36万0.13%3,259 -69-2.1% -$1.26万 减仓
IWF ISHARES TR $60.32万0.13%1,415 -635-31.0% -$27.07万 减仓
IJJ ISHARES TR $62.61万0.13%4,725 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $62.93万0.13%11,103 2,73332.7% $15.49万 加仓
AGG ISHARES TR $63.09万0.13%6,356 -577-8.3% -$5.73万 减仓
QGRO AMERICAN CENTY ETF TR $63.25万0.13%6,022 -15,992-72.6% -$167.96万 减仓
IJK ISHARES TR $63.79万0.14%6,340 00.0% — 不变
BDVL BLACKROCK ETF TRUST $64.35万0.14%26,104 -4,295-14.1% -$10.59万 减仓
WFC WELLS FARGO & CO $65.24万0.14%8,194 7139.5% $5.68万 加仓
PYLD PIMCO ETF TR $65.26万0.14%24,910 -2,373-8.7% -$6.22万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $65.41万0.14%11,780 1,72517.2% $9.58万 加仓
DGRO ISHARES TR $65.72万0.14%9,364 -1,032-9.9% -$7.24万 减仓
MO ALTRIA GROUP INC $66.28万0.14%10,043 1311.3% $8,645 加仓
IQLT ISHARES TR $66.69万0.14%14,426 00.0% — 不变
CGMS CAPITAL GRP FIXED INCM ETF T $67.12万0.14%24,649 2801.1% $7,624 加仓
FLIN FRANKLIN TEMPLETON ETF TR $67.29万0.14%20,255 00.0% — 不变
BDYN BLACKROCK ETF TRUST $68.29万0.14%28,090 -2,715-8.8% -$6.60万 减仓
NKE NIKE INC $69.55万0.15%13,167 -673-4.9% -$3.55万 减仓
DFCF DIMENSIONAL ETF TRUST $69.78万0.15%16,528 -1,783-9.7% -$7.53万 减仓
FRT FEDERAL RLTY INVT TR NEW $70.48万0.15%6,636 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $71.24万0.15%4,870 46610.6% $6.82万 加仓
PWV INVESCO EXCHANGE TRADED FD T $72.41万0.15%10,387 -1,500-12.6% -$10.46万 减仓
GOVT ISHARES TR $73.81万0.16%32,217 15,00587.2% $34.38万 加仓
T AT&T INC $74.02万0.16%25,534 840.3% $2,435 加仓
COP CONOCOPHILLIPS $75.62万0.16%5,729 681.2% $8,976 加仓
QQQM INVESCO EXCH TRADED FD TR II $76.78万0.16%3,231 581.8% $1.38万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $76.99万0.16%66,947 00.0% — 不变
DE DEERE & CO $77.17万0.16%1,370 312.3% $1.75万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $78.70万0.17%29,970 260.1% $683 加仓
IWV ISHARES TR $79.83万0.17%2,153 170.8% $6,303 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $80.28万0.17%24,059 -2,980-11.0% -$9.94万 减仓
ITOT ISHARES TR $80.34万0.17%5,641 1,36331.9% $19.41万 加仓
CBSH COMMERCE BANCSHARES INC $83.50万0.18%16,972 00.0% — 不变
NVO NOVO-NORDISK A S $86.08万0.18%23,422 7,27245.0% $26.72万 加仓
BAC BANK AMERICA CORP $86.55万0.18%17,753 3992.3% $1.95万 加仓
QUAL ISHARES TR $87.25万0.18%4,549 -947-17.2% -$18.16万 减仓
SPAB SPDR SERIES TRUST $87.66万0.19%34,215 2430.7% $6,226 加仓
ETN EATON CORP PLC $88.27万0.19%2,468 -4-0.2% -$1,431 减仓
SPG SIMON PPTY GROUP INC NEW $89.33万0.19%4,789 340.7% $6,342 加仓
PLD PROLOGIS INC. $91.20万0.19%6,900 2313.5% $3.05万 加仓
STRA STRATEGIC ED INC $92.12万0.19%11,104 -183-1.6% -$1.52万 减仓
XTEN BONDBLOXX ETF TRUST $93.11万0.20%20,302 4962.5% $2.27万 加仓
BINC BLACKROCK ETF TRUST II $93.27万0.20%17,960 1,0836.4% $5.62万 加仓
TCAF T ROWE PRICE ETF INC $95.01万0.20%26,695 -2,178-7.5% -$7.75万 减仓
GLDM WORLD GOLD TR $96.55万0.20%10,416 -1,842-15.0% -$17.07万 减仓
VWO VANGUARD INTL EQUITY INDEX F $96.92万0.21%17,932 6,79761.0% $36.74万 加仓
REGL PROSHARES TR $99.36万0.21%11,498 -1,031-8.2% -$8.91万 减仓
EFV ISHARES TR $100.76万0.21%13,552 -5,083-27.3% -$37.79万 减仓
UNH UNITEDHEALTH GROUP INC $101.48万0.21%3,750 2246.4% $6.06万 加仓
ENB ENBRIDGE INC $103.14万0.22%19,051 -635-3.2% -$3.44万 减仓
SHEL SHELL PLC $105.25万0.22%11,317 9679.3% $8.99万 加仓
HTRB HARTFORD FDS EXCHANGE TRADED $107.08万0.23%31,736 -1,958-5.8% -$6.61万 减仓
SHY ISHARES TR $109.67万0.23%13,282 6365.0% $5.25万 加仓
EFA ISHARES TR $110.50万0.23%11,377 1411.3% $1.37万 加仓
EPD ENTERPRISE PRODS PARTNERS L $111.49万0.24%29,463 -23,691-44.6% -$89.65万 减仓
NEE NEXTERA ENERGY INC $116.03万0.25%12,493 4693.9% $4.36万 加仓
MRK MERCK & CO INC $120.70万0.26%10,034 7287.8% $8.76万 加仓
LLY ELI LILLY & CO $123.13万0.26%1,339 40.3% $3,678 加仓
WEC WEC ENERGY GROUP INC $124.52万0.26%10,756 590.6% $6,830 加仓
MBB ISHARES TR $127.00万0.27%13,376 -452-3.3% -$4.29万 减仓
EMR EMERSON ELEC CO $127.29万0.27%9,715 -6,997-41.9% -$91.68万 减仓
MCD MCDONALDS CORP $128.14万0.27%4,123 -727-15.0% -$22.59万 减仓
IUSB ISHARES TR $129.05万0.27%27,938 6962.6% $3.21万 加仓