13F 机构持仓

MSH Capital Advisors LLC

SCOTTSDALE AZ · SEC CIK 0002056306

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.5%
SCHG 2.0%
JPM 1.9%
SCHD 1.9%
IEFA 1.7%
IVV 1.7%
VYM 1.5%
MSFT 1.5%

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
VOOV VANGUARD ADMIRAL FDS INC $87.67万0.15%3,999 2,803234.4% $61.45万 加仓
— NEOS ETF TRUST $88.38万0.15%16,063 16,063— $88.38万 新建仓
XTEN BONDBLOXX ETF TRUST $89.52万0.16%19,641 -661-3.3% -$3.01万 减仓
IWV ISHARES TR $91.25万0.16%2,140 -13-0.6% -$5,543 减仓
GH GUARDANT HEALTH INC $93.65万0.16%6,242 -39-0.6% -$5,851 减仓
FDL FIRST TR EXCHANGE-TRADED FD $93.85万0.16%19,287 14,577309.5% $70.93万 加仓
PLD PROLOGIS INC. $94.71万0.16%6,991 911.3% $1.23万 加仓
CBSH COMMERCE BANCSHARES INC $98.01万0.17%16,972 00.0% — 不变
BUFR FIRST TR EXCHNG TRADED FD VI $98.19万0.17%26,879 26,879— $98.19万 新建仓
— FIRST TR EXCHANGE TRADED FD $98.30万0.17%36,299 36,299— $98.30万 新建仓
ENB ENBRIDGE INC $100.22万0.17%18,488 -563-3.0% -$3.05万 减仓
MA MASTERCARD INCORPORATED $100.82万0.18%1,963 1,230167.8% $63.17万 加仓
ITOT ISHARES TR $101.48万0.18%6,178 5379.5% $8.82万 加仓
ETN EATON CORP PLC $104.40万0.18%2,450 -18-0.7% -$7,670 减仓
SHY ISHARES TR $105.55万0.18%12,855 -427-3.2% -$3.51万 减仓
TLH ISHARES TR $105.83万0.18%10,545 4,84785.1% $48.64万 加仓
VWO VANGUARD INTL EQUITY INDEX F $106.85万0.19%17,900 -32-0.2% -$1,910 减仓
BAC BANK OF AMER CORP $107.07万0.19%18,791 1,0385.8% $5.91万 加仓
GLD SPDR GOLD TR $108.93万0.19%2,957 -72-2.4% -$2.65万 减仓
SHEL SHELL PLC $114.56万0.20%14,774 3,45730.5% $26.81万 加仓
NEE NEXTERA ENERGY INC $116.44万0.20%13,266 7736.2% $6.78万 加仓
EFA ISHARES TR $118.18万0.21%11,377 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $118.63万0.21%28,024 3,96516.5% $16.78万 加仓
EMR EMERSON ELEC CO $119.36万0.21%8,338 -1,377-14.2% -$19.71万 减仓
NVO NOVO-NORDISK A S $121.25万0.21%25,293 1,8718.0% $8.97万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $124.30万0.22%30,243 3,54813.3% $14.58万 加仓
AMD ADVANCED MICRO DEVICES INC $125.24万0.22%2,156 26814.2% $15.57万 加仓
REGL PROSHARES TR $126.15万0.22%13,776 2,27819.8% $20.86万 加仓
HD HOME DEPOT INC $126.86万0.22%3,597 -552-13.3% -$19.47万 减仓
GDX VANECK ETF TRUST $127.32万0.22%16,875 -120-0.7% -$9,054 减仓
MBB ISHARES TR $127.35万0.22%13,474 980.7% $9,263 加仓
MRK MERCK & CO INC $128.48万0.22%9,998 -36-0.4% -$4,626 减仓
PFE PFIZER INC $128.61万0.22%53,407 -4,242-7.4% -$10.21万 减仓
SPYI NEOS ETF TRUST $130.16万0.23%24,517 24,517— $130.16万 新建仓
MCD MCDONALDS CORP $133.94万0.23%4,955 83220.2% $22.49万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $136.55万0.24%15,156 15,156— $136.55万 新建仓
PEP PEPSICO INC $137.30万0.24%10,140 -429-4.1% -$5.81万 减仓
MMM 3M CO $146.02万0.25%9,019 -17-0.2% -$2,752 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.26%2 00.0% — 重新持有
VONG VANGUARD SCOTTSDALE FDS $154.18万0.27%12,063 9,438359.5% $120.63万 加仓
WEC WEC ENERGY GROUP INC $155.21万0.27%13,292 2,53623.6% $29.61万 加仓
GOOG ALPHABET INC $160.12万0.28%4,532 -41-0.9% -$1.45万 减仓
SGOV ISHARES TR $162.04万0.28%16,096 2,09214.9% $21.06万 加仓
ICSH ISHARES TR $162.95万0.28%32,217 -16,191-33.4% -$81.89万 减仓
SCHZ SCHWAB STRATEGIC TR $165.74万0.29%71,656 9,35715.0% $21.64万 加仓
UNH UNITEDHEALTH GROUP INC $166.15万0.29%3,997 2476.6% $10.27万 加仓
DYNF BLACKROCK ETF TRUST $166.70万0.29%24,510 1710.7% $1.16万 加仓
META META PLATFORMS INC $169.56万0.29%3,010 74733.0% $42.08万 加仓
IUSB ISHARES TR $170.28万0.30%36,897 8,95932.1% $41.35万 加仓
LOW LOWES COS INC $170.75万0.30%7,744 -158-2.0% -$3.48万 减仓
ET ENERGY TRANSFER L P $175.93万0.31%92,016 16,97422.6% $32.45万 加仓
PG PROCTER & GAMBLE CO $178.58万0.31%12,178 3623.1% $5.31万 加仓
PFXF VANECK ETF TRUST $179.20万0.31%100,447 -151-0.2% -$2,694 减仓
DUK DUKE ENERGY CORP NEW $180.55万0.31%14,264 230.2% $2,911 加仓
VOOG VANGUARD ADMIRAL FDS INC $186.96万0.33%22,630 16,546272.0% $136.70万 加仓
CVX CHEVRON CORPORATION $188.96万0.33%11,400 1,79318.7% $29.72万 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $189.88万0.33%240,963 -11,276-4.5% -$8.89万 减仓
CGGR CAPITAL GROUP GROWTH ETF $192.64万0.34%40,813 3,3679.0% $15.89万 加仓
PTRB PGIM ETF TR $194.10万0.34%46,816 -4,937-9.5% -$20.47万 减仓
IEMG ISHARES INC $195.16万0.34%23,559 -1,406-5.6% -$11.65万 减仓
UGI UGI CORP NEW $196.15万0.34%56,788 2800.5% $9,671 加仓
OSBC OLD SECOND BANCORP INC DEL $197.81万0.34%84,826 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $198.71万0.35%54,057 24,59483.5% $90.41万 加仓
XLE SELECT SECTOR SPDR TR $200.24万0.35%37,704 780.2% $4,143 加仓
LLY ELI LILLY & CO $202.02万0.35%1,685 34625.8% $41.48万 加仓
SO SOUTHERN CO $207.39万0.36%21,669 1160.5% $1.11万 加仓
DVY ISHARES TR $210.24万0.37%13,451 220.2% $3,439 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $221.07万0.38%44,860 2,7916.6% $13.75万 加仓
TROW PRICE T ROWE GROUP INC $221.09万0.38%19,447 330.2% $3,752 加仓
AMT AMERICAN TOWER CORP $233.86万0.41%14,297 1691.2% $2.76万 加仓
COST COSTCO WHOLESALE CORPORATION $238.72万0.42%2,552 50224.5% $46.96万 加仓
CME CME GROUP INC $240.42万0.42%10,887 1041.0% $2.30万 加仓
QGRO AMERICAN CENTY ETF TR $246.17万0.43%20,853 14,831246.3% $175.08万 加仓
JPST J P MORGAN EXCHANGE TRADED F $259.52万0.45%51,318 3,3907.1% $17.14万 加仓
AWK AMERICAN WTR WKS CO INC NEW $266.29万0.46%20,238 590.3% $7,763 加仓
RTX RTX CORPORATION $272.89万0.47%14,383 2,08316.9% $39.52万 加仓
WMT WALMART INC $275.70万0.48%24,343 2,1599.7% $24.45万 加仓
XLI SELECT SECTOR SPDR TR $281.05万0.49%15,173 2,40918.9% $44.62万 加仓
VZ VERIZON COMMUNICATIONS INC $281.89万0.49%66,578 -315-0.5% -$1.33万 减仓
AVGO BROADCOM INC $282.76万0.49%7,486 2,17641.0% $82.19万 加仓
XGDVX GABELLI DIVID & INCOME TR $296.78万0.52%100,946 3750.4% $1.10万 加仓
PAYX PAYCHEX INC $305.85万0.53%31,104 2,7179.6% $26.72万 加仓
VTI VANGUARD INDEX FDS $307.81万0.54%8,318 7049.2% $26.05万 加仓
IJS ISHARES TR $325.78万0.57%23,835 4361.9% $5.96万 加仓
V VISA INC $330.19万0.57%9,625 1,00611.7% $34.51万 加仓
IJT ISHARES TR $334.48万0.58%18,728 3401.8% $6.07万 加仓
CSCO CISCO SYS INC $334.63万0.58%28,489 -11,847-29.4% -$139.15万 减仓
FTLS FIRST TR EXCH TRADED FD III $342.25万0.60%46,376 6,84017.3% $50.48万 加仓
CAT CATERPILLAR INC $342.81万0.60%3,219 -155-4.6% -$16.51万 减仓
SPY STATE STR SPDR S&P 500 ETF T $348.53万0.61%4,667 1,63053.7% $121.73万 加仓
IWP ISHARES TR $362.17万0.63%24,737 7853.3% $11.49万 加仓
O REALTY INCOME CORP $370.92万0.65%59,864 6811.2% $4.22万 加仓
VBK VANGUARD INDEX FDS $374.71万0.65%10,246 -277-2.6% -$10.13万 减仓
MU MICRON TECHNOLOGY INC $377.01万0.66%3,266 -1,291-28.3% -$149.03万 减仓
VBR VANGUARD INDEX FDS $386.67万0.67%15,913 -298-1.8% -$7.24万 减仓
QQQ INVESCO QQQ TR $393.49万0.68%5,343 1,01923.6% $75.05万 加仓
BLK BLACKROCK INC $397.22万0.69%4,131 -17-0.4% -$1.63万 减仓
VOT VANGUARD INDEX FDS $405.08万0.70%13,225 -151-1.1% -$4.63万 减仓
VIG VANGUARD SPECIALIZED FUNDS $405.73万0.71%17,147 3,44025.1% $81.40万 加仓
IWS ISHARES TR $408.64万0.71%24,826 5652.3% $9.30万 加仓