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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $409.02万 | 0.71% | 25,780 | 7,434 | 40.5% | $117.95万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $427.37万 | 0.74% | 21,628 | -365 | -1.7% | -$7.21万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $434.15万 | 0.76% | 4,499 | -2,209 | -32.9% | -$213.17万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $436.88万 | 0.76% | 49,713 | 308 | 0.6% | $2.71万 | 加仓 |
| ABBV | ABBVIE INC | $448.28万 | 0.78% | 17,814 | 5,144 | 40.6% | $129.45万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $481.74万 | 0.84% | 13,991 | -207 | -1.5% | -$7.13万 | 减仓 |
| TSLA | TESLA INC | $486.64万 | 0.85% | 11,570 | 288 | 2.6% | $12.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $489.38万 | 0.85% | 22,456 | 84 | 0.4% | $1.83万 | 加仓 |
| IVE | ISHARES TR | $515.88万 | 0.90% | 22,720 | 2,157 | 10.5% | $48.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $516.05万 | 0.90% | 7,514 | 2,682 | 55.5% | $184.20万 | 加仓 |
| SCZ | ISHARES TR | $525.66万 | 0.91% | 63,895 | -284 | -0.4% | -$2.34万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $535.59万 | 0.93% | 62,649 | 5,561 | 9.7% | $47.54万 | 加仓 |
| — | EXXON MOBIL CORP | $546.02万 | 0.95% | 39,937 | 95 | 0.2% | $1.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $573.04万 | 1.00% | 22,564 | 1,489 | 7.1% | $37.82万 | 加仓 |
| AMZN | AMAZON COM INC | $579.70万 | 1.01% | 24,322 | 3,646 | 17.6% | $86.90万 | 加仓 |
| KO | COCA COLA CO | $599.81万 | 1.04% | 73,805 | 296 | 0.4% | $2.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $625.96万 | 1.09% | 31,284 | 11,177 | 55.6% | $223.64万 | 加仓 |
| IJR | ISHARES TR | $643.16万 | 1.12% | 43,366 | -439 | -1.0% | -$6.51万 | 减仓 |
| NOBL | PROSHARES TR | $648.23万 | 1.13% | 115,425 | 7,903 | 7.4% | $44.38万 | 加仓 |
| IJH | ISHARES TR | $680.00万 | 1.18% | 88,186 | 5,103 | 6.1% | $39.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $709.35万 | 1.23% | 14,176 | 685 | 5.1% | $34.28万 | 加仓 |
| GOOGL | ALPHABET INC | $719.55万 | 1.25% | 20,135 | 2,657 | 15.2% | $94.95万 | 加仓 |
| IVW | ISHARES TR | $778.90万 | 1.35% | 56,635 | 4,537 | 8.7% | $62.40万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $864.27万 | 1.50% | 100,333 | 12,949 | 14.8% | $111.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $876.90万 | 1.53% | 23,508 | 2,802 | 13.5% | $104.52万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $890.61万 | 1.55% | 56,357 | 6,192 | 12.3% | $97.85万 | 加仓 |
| IVV | ISHARES TR | $966.19万 | 1.68% | 12,902 | -133 | -1.0% | -$9.96万 | 减仓 |
| IEFA | ISHARES TR | $971.39万 | 1.69% | 100,579 | 2,751 | 2.8% | $26.57万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,089.57万 | 1.89% | 343,606 | 18,518 | 5.7% | $58.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,092.29万 | 1.90% | 33,369 | 4,893 | 17.2% | $160.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,155.08万 | 2.01% | 341,337 | 23,623 | 7.4% | $79.94万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,412.82万 | 2.46% | 92,839 | 1,147 | 1.3% | $17.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,871.77万 | 3.26% | 262,705 | 21,093 | 8.7% | $150.29万 | 加仓 |
| AAPL | APPLE INC | $5,285.91万 | 9.19% | 182,676 | 11,887 | 7.0% | $343.96万 | 加仓 |