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
SPYI NEOS ETF TRUST $130.16万0.23%24,517 24,517— $130.16万 新建仓
PFE PFIZER INC $128.61万0.22%53,407 -4,242-7.4% -$10.21万 减仓
MRK MERCK & CO INC $128.48万0.22%9,998 -36-0.4% -$4,626 减仓
MBB ISHARES TR $127.35万0.22%13,474 980.7% $9,263 加仓
GDX VANECK ETF TRUST $127.32万0.22%16,875 -120-0.7% -$9,054 减仓
HD HOME DEPOT INC $126.86万0.22%3,597 -552-13.3% -$19.47万 减仓
REGL PROSHARES TR $126.15万0.22%13,776 2,27819.8% $20.86万 加仓
AMD ADVANCED MICRO DEVICES INC $125.24万0.22%2,156 26814.2% $15.57万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $124.30万0.22%30,243 3,54813.3% $14.58万 加仓
NVO NOVO-NORDISK A S $121.25万0.21%25,293 1,8718.0% $8.97万 加仓
EMR EMERSON ELEC CO $119.36万0.21%8,338 -1,377-14.2% -$19.71万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $118.63万0.21%28,024 3,96516.5% $16.78万 加仓
EFA ISHARES TR $118.18万0.21%11,377 00.0% — 不变
NEE NEXTERA ENERGY INC $116.44万0.20%13,266 7736.2% $6.78万 加仓
SHEL SHELL PLC $114.56万0.20%14,774 3,45730.5% $26.81万 加仓
GLD SPDR GOLD TR $108.93万0.19%2,957 -72-2.4% -$2.65万 减仓
BAC BANK OF AMER CORP $107.07万0.19%18,791 1,0385.8% $5.91万 加仓
VWO VANGUARD INTL EQUITY INDEX F $106.85万0.19%17,900 -32-0.2% -$1,910 减仓
TLH ISHARES TR $105.83万0.18%10,545 4,84785.1% $48.64万 加仓
SHY ISHARES TR $105.55万0.18%12,855 -427-3.2% -$3.51万 减仓
ETN EATON CORP PLC $104.40万0.18%2,450 -18-0.7% -$7,670 减仓
ITOT ISHARES TR $101.48万0.18%6,178 5379.5% $8.82万 加仓
MA MASTERCARD INCORPORATED $100.82万0.18%1,963 1,230167.8% $63.17万 加仓
ENB ENBRIDGE INC $100.22万0.17%18,488 -563-3.0% -$3.05万 减仓
— FIRST TR EXCHANGE TRADED FD $98.30万0.17%36,299 36,299— $98.30万 新建仓
BUFR FIRST TR EXCHNG TRADED FD VI $98.19万0.17%26,879 26,879— $98.19万 新建仓
CBSH COMMERCE BANCSHARES INC $98.01万0.17%16,972 00.0% — 不变
PLD PROLOGIS INC. $94.71万0.16%6,991 911.3% $1.23万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $93.85万0.16%19,287 14,577309.5% $70.93万 加仓
GH GUARDANT HEALTH INC $93.65万0.16%6,242 -39-0.6% -$5,851 减仓
IWV ISHARES TR $91.25万0.16%2,140 -13-0.6% -$5,543 减仓
XTEN BONDBLOXX ETF TRUST $89.52万0.16%19,641 -661-3.3% -$3.01万 减仓
— NEOS ETF TRUST $88.38万0.15%16,063 16,063— $88.38万 新建仓
VOOV VANGUARD ADMIRAL FDS INC $87.67万0.15%3,999 2,803234.4% $61.45万 加仓
BX BLACKSTONE INC $87.21万0.15%7,412 2,74458.8% $32.29万 加仓
GOVT ISHARES TR $87.04万0.15%38,210 5,99318.6% $13.65万 加仓
SPAB SPDR SERIES TRUST $86.97万0.15%34,078 -137-0.4% -$3,496 减仓
FRT FEDERAL RLTY INVT TR NEW $85.19万0.15%6,901 2654.0% $3.27万 加仓
STRA STRATEGIC ED INC $85.08万0.15%11,104 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $84.78万0.15%69,947 3,0004.5% $3.64万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $82.76万0.14%31,611 1,6415.5% $4.30万 加仓
DE DEERE & CO $81.83万0.14%1,290 -80-5.8% -$5.07万 减仓
GLDM WORLD GOLD TR $80.91万0.14%10,188 -228-2.2% -$1.81万 减仓
LMT LOCKHEED MARTIN CORP $79.63万0.14%1,563 893133.3% $45.50万 加仓
BDYN BLACKROCK ETF TRUST $79.01万0.14%28,482 3921.4% $1.09万 加仓
PWV INVESCO EXCHANGE TRADED FD T $78.70万0.14%10,387 00.0% — 不变
IBB ISHARES TR $77.75万0.14%4,088 4,088— $77.75万 新建仓
DGRO ISHARES TR $77.69万0.14%10,251 8879.5% $6.72万 加仓
QQQI NEOS ETF TRUST $77.31万0.13%13,613 13,613— $77.31万 新建仓
GEV GE VERNOVA INC $77.17万0.13%657 203.1% $2.35万 加仓
BINC BLACKROCK ETF TRUST II $76.58万0.13%14,631 -3,329-18.5% -$17.42万 减仓
IJK ISHARES TR $74.50万0.13%6,340 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $74.21万0.13%12,074 2942.5% $1.81万 加仓
IBM INTERNATIONAL BUSINESS MACHS $73.99万0.13%2,631 1907.8% $5.34万 加仓
FLIN FRANKLIN TEMPLETON ETF TR $73.30万0.13%20,608 3531.7% $1.26万 加仓
IQLT ISHARES TR $72.12万0.13%14,555 1290.9% $6,392 加仓
TXN TEXAS INSTRS INC $71.78万0.12%2,408 381.6% $1.13万 加仓
BAI BLACKROCK ETF TRUST $71.57万0.12%13,575 -1,008-6.9% -$5.31万 减仓
CORO BLACKROCK ETF TRUST $71.22万0.12%19,460 4,70331.9% $17.21万 加仓
MO ALTRIA GROUP INC $69.82万0.12%9,703 -340-3.4% -$2.45万 减仓
IJJ ISHARES TR $69.80万0.12%4,725 00.0% — 不变
BDVL BLACKROCK ETF TRUST $68.37万0.12%26,317 2130.8% $5,534 加仓
NFLX NETFLIX INC. $68.01万0.12%9,525 3,57960.2% $25.55万 加仓
HRB BLOCK H & R INC $66.94万0.12%17,578 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $66.47万0.12%3,890 3,890— $66.47万 新建仓
XLP SELECT SECTOR SPDR TR $65.36万0.11%7,868 2,89558.2% $24.05万 加仓
ACWX ISHARES TR $65.27万0.11%8,576 2,43939.7% $18.56万 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $65.04万0.11%18,455 1,94611.8% $6.86万 加仓
PYLD PIMCO ETF TR $64.63万0.11%24,369 -541-2.2% -$1.43万 减仓
IHI ISHARES TR $62.89万0.11%12,728 12,728— $62.89万 新建仓
SPMO INVESCO EXCH TRADED FD TR II $62.73万0.11%3,884 -438-10.1% -$7.07万 减仓
AGG ISHARES TR $61.64万0.11%6,227 -129-2.0% -$1.28万 减仓
BA BOEING CO $61.02万0.11%2,819 1254.6% $2.71万 加仓
IWF ISHARES TR $60.68万0.11%4,887 -773-13.7% -$9.60万 减仓
DHS WISDOMTREE TR $60.32万0.10%5,306 2745.4% $3.11万 加仓
COP CONOCOPHILLIPS $59.80万0.10%5,752 230.4% $2,391 加仓
XLK SELECT SECTOR SPDR TR $59.65万0.10%3,131 1,06951.8% $20.37万 加仓
PFF ISHARES TR $59.38万0.10%19,476 260.1% $793 加仓
IQV IQVIA HLDGS INC $58.93万0.10%3,050 1,21966.6% $23.55万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $58.87万0.10%13,235 3,83740.8% $17.07万 加仓
PLTR PALANTIR TECHNOLOGIES INC $58.29万0.10%4,996 1262.6% $1.47万 加仓
UAL UNITED AIRLS HLDGS INC $57.92万0.10%4,259 591.4% $8,023 加仓
COWZ PACER FDS TR $57.78万0.10%9,290 3,49260.2% $21.72万 加仓
GE GE AEROSPACE $57.66万0.10%1,543 -304-16.5% -$11.36万 减仓
ARKG ARK ETF TR $57.22万0.10%13,604 13,604— $57.22万 新建仓
WFC WELLS FARGO & CO $57.05万0.10%6,904 -1,290-15.7% -$10.66万 减仓
SOFI SOFI TECHNOLOGIES INC $57.01万0.10%31,794 31,794— $57.01万 新建仓
INTC INTEL CORP $56.65万0.10%4,057 4,057— $56.65万 新建仓
PSA PUBLIC STORAGE $56.47万0.10%1,774 20.1% $637 加仓
SKT TANGER INC $56.44万0.10%14,300 -1,248-8.0% -$4.93万 减仓
HTRB HARTFORD FDS EXCHANGE TRADED $55.82万0.10%16,547 -15,189-47.9% -$51.24万 减仓
OTIS OTIS WORLDWIDE CORP $55.53万0.10%7,755 5,379226.4% $38.51万 重新持有
PSX PHILLIPS 66 $54.94万0.10%3,250 -9-0.3% -$1,521 减仓
AMH AMERICAN HOMES 4 RENT $54.79万0.10%16,345 1000.6% $3,352 加仓
JEPI J P MORGAN EXCHANGE TRADED F $53.99万0.09%9,559 -1,544-13.9% -$8.72万 减仓
EFV ISHARES TR $53.92万0.09%7,044 -6,508-48.0% -$49.82万 减仓
DOC HEALTHPEAK PROPERTIES INC $53.66万0.09%25,076 -3-0.0% -$64 减仓
PFFD GLOBAL X FDS $53.62万0.09%28,692 -472-1.6% -$8,822 减仓
CPAI NORTHERN LTS FD TR III $53.27万0.09%10,252 10,252— $53.27万 新建仓
CGMS CAPITAL GRP FIXED INCM ETF T $52.50万0.09%19,210 -5,439-22.1% -$14.86万 减仓