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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $51.99万 | 0.09% | 11,184 | 11 | 0.1% | $511 | 加仓 |
| NKE | NIKE INC | $50.87万 | 0.09% | 12,393 | -774 | -5.9% | -$3.18万 | 减仓 |
| SOXX | ISHARES TR | $50.71万 | 0.09% | 791 | 791 | — | $50.71万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $49.01万 | 0.09% | 12,912 | 788 | 6.5% | $2.99万 | 加仓 |
| YUM | YUM BRANDS INC | $49.01万 | 0.09% | 3,066 | -16 | -0.5% | -$2,558 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $48.22万 | 0.08% | 11,424 | -5,104 | -30.9% | -$21.54万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $48.02万 | 0.08% | 10,231 | 10,231 | — | $48.02万 | 新建仓 |
| IWD | ISHARES TR | $47.93万 | 0.08% | 1,977 | -84 | -4.1% | -$2.04万 | 减仓 |
| — | CAMBRIA ETF TR | $47.91万 | 0.08% | 18,955 | -1,891 | -9.1% | -$4.78万 | 减仓 |
| PWR | QUANTA SVCS INC | $47.74万 | 0.08% | 663 | 1 | 0.2% | $720 | 加仓 |
| MPLX | MPLX LP | $47.27万 | 0.08% | 8,392 | 312 | 3.9% | $1.76万 | 重新持有 |
| T | AT&T INC | $47.15万 | 0.08% | 22,776 | -2,758 | -10.8% | -$5.71万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $47.13万 | 0.08% | 2,644 | -131 | -4.7% | -$2.33万 | 减仓 |
| MPC | MARATHON PETE CORP | $46.86万 | 0.08% | 1,833 | 1,833 | — | $46.86万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $46.68万 | 0.08% | 3,530 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $46.26万 | 0.08% | 2,557 | 118 | 4.8% | $2.13万 | 加仓 |
| — | ALPS ETF TR | $46.16万 | 0.08% | 7,140 | 7,140 | — | $46.16万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $45.67万 | 0.08% | 5,634 | 5,634 | — | $45.67万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $45.53万 | 0.08% | 15,485 | 15,485 | — | $45.53万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $45.19万 | 0.08% | 16,450 | 4,620 | 39.1% | $12.69万 | 加仓 |
| QUAL | ISHARES TR | $45.19万 | 0.08% | 2,059 | -2,490 | -54.7% | -$54.65万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $45.17万 | 0.08% | 12,043 | 1,736 | 16.8% | $6.51万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $45.01万 | 0.08% | 8,933 | -408 | -4.4% | -$2.06万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $44.79万 | 0.08% | 10,390 | -3,380 | -24.5% | -$14.57万 | 减仓 |
| DIS | DISNEY WALT CO | $44.16万 | 0.08% | 4,588 | 284 | 6.6% | $2.73万 | 加仓 |
| TY | TRI CONTL CORP | $43.78万 | 0.08% | 12,719 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $43.77万 | 0.08% | 6,095 | 250 | 4.3% | $1.80万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.26万 | 0.08% | 2,033 | -40 | -1.9% | -$8,511 | 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 |
| LQD | ISHARES TR | $41.80万 | 0.07% | 3,832 | -279 | -6.8% | -$3.04万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $41.74万 | 0.07% | 7,785 | 837 | 12.0% | $4.49万 | 加仓 |
| SNDK | SANDISK CORP | $40.02万 | 0.07% | 176 | 176 | — | $40.02万 | 新建仓 |
| EQIX | EQUINIX INC | $38.67万 | 0.07% | 371 | 30 | 8.8% | $3.13万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $38.04万 | 0.07% | 8,116 | -3,473 | -30.0% | -$16.28万 | 减仓 |
| VTRS | VIATRIS INC | $37.61万 | 0.07% | 23,682 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $37.19万 | 0.06% | 3,459 | 347 | 11.2% | $3.73万 | 加仓 |
| MDT | MEDTRONIC PLC | $37.04万 | 0.06% | 4,735 | -10,535 | -69.0% | -$82.42万 | 减仓 |
| AMGN | AMGEN INC | $37.01万 | 0.06% | 1,022 | 62 | 6.5% | $2.25万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.93万 | 0.06% | 6,236 | -2,938 | -32.0% | -$16.93万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $35.21万 | 0.06% | 4,797 | 4,797 | — | $35.21万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $35.21万 | 0.06% | 6,990 | 1,374 | 24.5% | $6.92万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.00万 | 0.06% | 1,175 | 1,175 | — | $35.00万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $34.60万 | 0.06% | 3,586 | -906 | -20.2% | -$8.74万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.37万 | 0.06% | 16,940 | 16,940 | — | $34.37万 | 新建仓 |
| SLV | ISHARES SILVER TR | $34.12万 | 0.06% | 6,382 | 2,630 | 70.1% | $14.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.81万 | 0.06% | 443 | 443 | — | $33.81万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $33.55万 | 0.06% | 1,002 | 1,002 | — | $33.55万 | 新建仓 |
| LIN | LINDE PLC | $33.47万 | 0.06% | 645 | 60 | 10.3% | $3.11万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $33.17万 | 0.06% | 1,877 | -75 | -3.8% | -$1.33万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $33.07万 | 0.06% | 12,942 | 4,118 | 46.7% | $10.52万 | 重新持有 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $32.95万 | 0.06% | 28,070 | 4,300 | 18.1% | $5.05万 | 加仓 |
| SHLD | GLOBAL X FDS | $32.88万 | 0.06% | 5,507 | 1,630 | 42.0% | $9.73万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $32.79万 | 0.06% | 3,595 | -405 | -10.1% | -$3.69万 | 减仓 |
| VST | VISTRA CORP | $32.66万 | 0.06% | 2,059 | 28 | 1.4% | $4,441 | 重新持有 |
| NUEM | NUSHARES ETF TR | $32.04万 | 0.06% | 7,550 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $31.17万 | 0.05% | 40,481 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $30.72万 | 0.05% | 4,188 | 26 | 0.6% | $1,907 | 加仓 |
| GWW | WW GRAINGER INC | $30.61万 | 0.05% | 225 | 1 | 0.4% | $1,360 | 加仓 |
| AMAT | APPLIED MATLS INC | $29.74万 | 0.05% | 411 | 411 | — | $29.74万 | 新建仓 |
| EOG | EOG RES INC | $29.50万 | 0.05% | 2,274 | -84 | -3.6% | -$1.09万 | 减仓 |
| IYW | ISHARES TR | $29.46万 | 0.05% | 1,168 | -234 | -16.7% | -$5.90万 | 减仓 |
| IAGG | ISHARES TR | $29.46万 | 0.05% | 5,822 | -4,253 | -42.2% | -$21.52万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $29.40万 | 0.05% | 12,734 | 12,734 | — | $29.40万 | 新建仓 |
| — | BITWISE HYPERLIQUID ETF | $29.36万 | 0.05% | 7,983 | 7,983 | — | $29.36万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $29.16万 | 0.05% | 50,190 | -770 | -1.5% | -$4,474 | 减仓 |
| D | DOMINION ENERGY INC | $28.63万 | 0.05% | 4,193 | -36 | -0.9% | -$2,458 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $28.58万 | 0.05% | 1,722 | -11 | -0.6% | -$1,825 | 减仓 |
| DUOL | DUOLINGO INC | $28.11万 | 0.05% | 2,444 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $28.01万 | 0.05% | 1,916 | 156 | 8.9% | $2.28万 | 加仓 |
| FISR | SSGA ACTIVE TR | $27.65万 | 0.05% | 10,778 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $27.55万 | 0.05% | 8,114 | 209 | 2.6% | $7,095 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $27.42万 | 0.05% | 1,360 | 204 | 17.6% | $4.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.89万 | 0.05% | 563 | 563 | — | $26.89万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $26.74万 | 0.05% | 9,534 | 9,534 | — | $26.74万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.04万 | 0.05% | 896 | -334 | -27.2% | -$9.71万 | 减仓 |
| VPU | VANGUARD WORLD FD | $25.86万 | 0.04% | 1,321 | 1,321 | — | $25.86万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $25.60万 | 0.04% | 4,541 | 4,541 | — | $25.60万 | 新建仓 |
| MUB | ISHARES TR | $25.37万 | 0.04% | 2,357 | -1,395 | -37.2% | -$15.01万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $25.13万 | 0.04% | 4,994 | 4,994 | — | $25.13万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $24.15万 | 0.04% | 3,944 | -2,269 | -36.5% | -$13.89万 | 减仓 |
| USMV | ISHARES TR | $24.12万 | 0.04% | 2,501 | 181 | 7.8% | $1.75万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.03万 | 0.04% | 8,164 | 13 | 0.2% | $383 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $23.73万 | 0.04% | 4,583 | -192 | -4.0% | -$9,942 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $23.64万 | 0.04% | 699 | -17 | -2.4% | -$5,750 | 减仓 |
| DVA | DAVITA INC | $23.56万 | 0.04% | 1,059 | 1,059 | — | $23.56万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.16万 | 0.04% | 1,529 | 146 | 10.6% | $2.21万 | 加仓 |
| ORCL | ORACLE CORP | $23.09万 | 0.04% | 1,576 | 1,576 | — | $23.09万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $23.08万 | 0.04% | 3,181 | 3,181 | — | $23.08万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $23.06万 | 0.04% | 11,424 | 11,424 | — | $23.06万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.06万 | 0.04% | 3,018 | -125 | -4.0% | -$9,551 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $22.98万 | 0.04% | 674 | 674 | — | $22.98万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $22.85万 | 0.04% | 2,198 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $22.78万 | 0.04% | 1,233 | -68 | -5.2% | -$1.26万 | 重新持有 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $22.75万 | 0.04% | 5,273 | 5,273 | — | $22.75万 | 新建仓 |
| KR | KROGER CO | $22.36万 | 0.04% | 4,027 | -135 | -3.2% | -$7,497 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $22.34万 | 0.04% | 17,105 | -1,000 | -5.5% | -$1.31万 | 减仓 |
| ZTS | ZOETIS INC | $22.23万 | 0.04% | 3,094 | 3,094 | — | $22.23万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.18万 | 0.04% | 6,663 | 866 | 14.9% | $2.88万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.89万 | 0.04% | 4,544 | 4,544 | — | $21.89万 | 新建仓 |
| ASML | ASML HLDG NV | $21.88万 | 0.04% | 110 | 110 | — | $21.88万 | 新建仓 |