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 |
|---|---|---|---|---|---|---|---|---|
| GTO | INVESCO ACTIVELY MANAGED EXC | $38.04万 | 0.07% | 8,116 | -3,473 | -30.0% | -$16.28万 | 减仓 |
| EQIX | EQUINIX INC | $38.67万 | 0.07% | 371 | 30 | 8.8% | $3.13万 | 加仓 |
| SNDK | SANDISK CORP | $40.02万 | 0.07% | 176 | 176 | — | $40.02万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $41.74万 | 0.07% | 7,785 | 837 | 12.0% | $4.49万 | 加仓 |
| LQD | ISHARES TR | $41.80万 | 0.07% | 3,832 | -279 | -6.8% | -$3.04万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $42.44万 | 0.07% | 8,406 | 260 | 3.2% | $1.31万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.26万 | 0.08% | 2,033 | -40 | -1.9% | -$8,511 | 减仓 |
| BROS | DUTCH BROS INC | $43.77万 | 0.08% | 6,095 | 250 | 4.3% | $1.80万 | 加仓 |
| TY | TRI CONTL CORP | $43.78万 | 0.08% | 12,719 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $44.16万 | 0.08% | 4,588 | 284 | 6.6% | $2.73万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $44.79万 | 0.08% | 10,390 | -3,380 | -24.5% | -$14.57万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $45.01万 | 0.08% | 8,933 | -408 | -4.4% | -$2.06万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $45.17万 | 0.08% | 12,043 | 1,736 | 16.8% | $6.51万 | 加仓 |
| QUAL | ISHARES TR | $45.19万 | 0.08% | 2,059 | -2,490 | -54.7% | -$54.65万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $45.19万 | 0.08% | 16,450 | 4,620 | 39.1% | $12.69万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $45.53万 | 0.08% | 15,485 | 15,485 | — | $45.53万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $45.67万 | 0.08% | 5,634 | 5,634 | — | $45.67万 | 新建仓 |
| — | ALPS ETF TR | $46.16万 | 0.08% | 7,140 | 7,140 | — | $46.16万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $46.26万 | 0.08% | 2,557 | 118 | 4.8% | $2.13万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $46.68万 | 0.08% | 3,530 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $46.86万 | 0.08% | 1,833 | 1,833 | — | $46.86万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $47.13万 | 0.08% | 2,644 | -131 | -4.7% | -$2.33万 | 减仓 |
| T | AT&T INC | $47.15万 | 0.08% | 22,776 | -2,758 | -10.8% | -$5.71万 | 减仓 |
| MPLX | MPLX LP | $47.27万 | 0.08% | 8,392 | 312 | 3.9% | $1.76万 | 重新持有 |
| PWR | QUANTA SVCS INC | $47.74万 | 0.08% | 663 | 1 | 0.2% | $720 | 加仓 |
| — | CAMBRIA ETF TR | $47.91万 | 0.08% | 18,955 | -1,891 | -9.1% | -$4.78万 | 减仓 |
| IWD | ISHARES TR | $47.93万 | 0.08% | 1,977 | -84 | -4.1% | -$2.04万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $48.02万 | 0.08% | 10,231 | 10,231 | — | $48.02万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $48.22万 | 0.08% | 11,424 | -5,104 | -30.9% | -$21.54万 | 减仓 |
| YUM | YUM BRANDS INC | $49.01万 | 0.09% | 3,066 | -16 | -0.5% | -$2,558 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $49.01万 | 0.09% | 12,912 | 788 | 6.5% | $2.99万 | 加仓 |
| SOXX | ISHARES TR | $50.71万 | 0.09% | 791 | 791 | — | $50.71万 | 新建仓 |
| NKE | NIKE INC | $50.87万 | 0.09% | 12,393 | -774 | -5.9% | -$3.18万 | 减仓 |
| SLB | SLB LIMITED | $51.99万 | 0.09% | 11,184 | 11 | 0.1% | $511 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $52.50万 | 0.09% | 19,210 | -5,439 | -22.1% | -$14.86万 | 减仓 |
| CPAI | NORTHERN LTS FD TR III | $53.27万 | 0.09% | 10,252 | 10,252 | — | $53.27万 | 新建仓 |
| PFFD | GLOBAL X FDS | $53.62万 | 0.09% | 28,692 | -472 | -1.6% | -$8,822 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $53.66万 | 0.09% | 25,076 | -3 | -0.0% | -$64 | 减仓 |
| EFV | ISHARES TR | $53.92万 | 0.09% | 7,044 | -6,508 | -48.0% | -$49.82万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.99万 | 0.09% | 9,559 | -1,544 | -13.9% | -$8.72万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $54.79万 | 0.10% | 16,345 | 100 | 0.6% | $3,352 | 加仓 |
| PSX | PHILLIPS 66 | $54.94万 | 0.10% | 3,250 | -9 | -0.3% | -$1,521 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $55.53万 | 0.10% | 7,755 | 5,379 | 226.4% | $38.51万 | 重新持有 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $55.82万 | 0.10% | 16,547 | -15,189 | -47.9% | -$51.24万 | 减仓 |
| SKT | TANGER INC | $56.44万 | 0.10% | 14,300 | -1,248 | -8.0% | -$4.93万 | 减仓 |
| PSA | PUBLIC STORAGE | $56.47万 | 0.10% | 1,774 | 2 | 0.1% | $637 | 加仓 |
| INTC | INTEL CORP | $56.65万 | 0.10% | 4,057 | 4,057 | — | $56.65万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $57.01万 | 0.10% | 31,794 | 31,794 | — | $57.01万 | 新建仓 |
| WFC | WELLS FARGO & CO | $57.05万 | 0.10% | 6,904 | -1,290 | -15.7% | -$10.66万 | 减仓 |
| ARKG | ARK ETF TR | $57.22万 | 0.10% | 13,604 | 13,604 | — | $57.22万 | 新建仓 |
| GE | GE AEROSPACE | $57.66万 | 0.10% | 1,543 | -304 | -16.5% | -$11.36万 | 减仓 |
| COWZ | PACER FDS TR | $57.78万 | 0.10% | 9,290 | 3,492 | 60.2% | $21.72万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $57.92万 | 0.10% | 4,259 | 59 | 1.4% | $8,023 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.29万 | 0.10% | 4,996 | 126 | 2.6% | $1.47万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $58.87万 | 0.10% | 13,235 | 3,837 | 40.8% | $17.07万 | 加仓 |
| IQV | IQVIA HLDGS INC | $58.93万 | 0.10% | 3,050 | 1,219 | 66.6% | $23.55万 | 加仓 |
| PFF | ISHARES TR | $59.38万 | 0.10% | 19,476 | 26 | 0.1% | $793 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $59.65万 | 0.10% | 3,131 | 1,069 | 51.8% | $20.37万 | 加仓 |
| COP | CONOCOPHILLIPS | $59.80万 | 0.10% | 5,752 | 23 | 0.4% | $2,391 | 加仓 |
| DHS | WISDOMTREE TR | $60.32万 | 0.10% | 5,306 | 274 | 5.4% | $3.11万 | 加仓 |
| IWF | ISHARES TR | $60.68万 | 0.11% | 4,887 | -773 | -13.7% | -$9.60万 | 减仓 |
| BA | BOEING CO | $61.02万 | 0.11% | 2,819 | 125 | 4.6% | $2.71万 | 加仓 |
| AGG | ISHARES TR | $61.64万 | 0.11% | 6,227 | -129 | -2.0% | -$1.28万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $62.73万 | 0.11% | 3,884 | -438 | -10.1% | -$7.07万 | 减仓 |
| IHI | ISHARES TR | $62.89万 | 0.11% | 12,728 | 12,728 | — | $62.89万 | 新建仓 |
| PYLD | PIMCO ETF TR | $64.63万 | 0.11% | 24,369 | -541 | -2.2% | -$1.43万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $65.04万 | 0.11% | 18,455 | 1,946 | 11.8% | $6.86万 | 加仓 |
| ACWX | ISHARES TR | $65.27万 | 0.11% | 8,576 | 2,439 | 39.7% | $18.56万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $65.36万 | 0.11% | 7,868 | 2,895 | 58.2% | $24.05万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $66.47万 | 0.12% | 3,890 | 3,890 | — | $66.47万 | 新建仓 |
| HRB | BLOCK H & R INC | $66.94万 | 0.12% | 17,578 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $68.01万 | 0.12% | 9,525 | 3,579 | 60.2% | $25.55万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $68.37万 | 0.12% | 26,317 | 213 | 0.8% | $5,534 | 加仓 |
| IJJ | ISHARES TR | $69.80万 | 0.12% | 4,725 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $69.82万 | 0.12% | 9,703 | -340 | -3.4% | -$2.45万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $71.22万 | 0.12% | 19,460 | 4,703 | 31.9% | $17.21万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $71.57万 | 0.12% | 13,575 | -1,008 | -6.9% | -$5.31万 | 减仓 |
| TXN | TEXAS INSTRS INC | $71.78万 | 0.12% | 2,408 | 38 | 1.6% | $1.13万 | 加仓 |
| IQLT | ISHARES TR | $72.12万 | 0.13% | 14,555 | 129 | 0.9% | $6,392 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $73.30万 | 0.13% | 20,608 | 353 | 1.7% | $1.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.99万 | 0.13% | 2,631 | 190 | 7.8% | $5.34万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $74.21万 | 0.13% | 12,074 | 294 | 2.5% | $1.81万 | 加仓 |
| IJK | ISHARES TR | $74.50万 | 0.13% | 6,340 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $76.58万 | 0.13% | 14,631 | -3,329 | -18.5% | -$17.42万 | 减仓 |
| GEV | GE VERNOVA INC | $77.17万 | 0.13% | 657 | 20 | 3.1% | $2.35万 | 加仓 |
| QQQI | NEOS ETF TRUST | $77.31万 | 0.13% | 13,613 | 13,613 | — | $77.31万 | 新建仓 |
| DGRO | ISHARES TR | $77.69万 | 0.14% | 10,251 | 887 | 9.5% | $6.72万 | 加仓 |
| IBB | ISHARES TR | $77.75万 | 0.14% | 4,088 | 4,088 | — | $77.75万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $78.70万 | 0.14% | 10,387 | 0 | 0.0% | — | 不变 |
| BDYN | BLACKROCK ETF TRUST | $79.01万 | 0.14% | 28,482 | 392 | 1.4% | $1.09万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $79.63万 | 0.14% | 1,563 | 893 | 133.3% | $45.50万 | 加仓 |
| GLDM | WORLD GOLD TR | $80.91万 | 0.14% | 10,188 | -228 | -2.2% | -$1.81万 | 减仓 |
| DE | DEERE & CO | $81.83万 | 0.14% | 1,290 | -80 | -5.8% | -$5.07万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $82.76万 | 0.14% | 31,611 | 1,641 | 5.5% | $4.30万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $84.78万 | 0.15% | 69,947 | 3,000 | 4.5% | $3.64万 | 加仓 |
| STRA | STRATEGIC ED INC | $85.08万 | 0.15% | 11,104 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $85.19万 | 0.15% | 6,901 | 265 | 4.0% | $3.27万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $86.97万 | 0.15% | 34,078 | -137 | -0.4% | -$3,496 | 减仓 |
| GOVT | ISHARES TR | $87.04万 | 0.15% | 38,210 | 5,993 | 18.6% | $13.65万 | 加仓 |
| BX | BLACKSTONE INC | $87.21万 | 0.15% | 7,412 | 2,744 | 58.8% | $32.29万 | 加仓 |