MSH Capital Advisors LLC
SCOTTSDALE AZ · SEC CIK 0002056306
$4.72亿2026Q1 申报市值
273持仓数
28.0%前十大占比 · 第一大 9.2%
19 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VXUS 新建仓+$440.20万
XLI 新建仓+$206.43万
VTI 加仓+$173.07万
IEFA 加仓+$132.64万
VTV 加仓+$117.76万
2026Q1 卖出最多 按季末市值估算
QGRO 减仓-$167.96万
STOT 清仓-$109.70万
ABBV 减仓-$105.12万
KMI 清仓-$93.34万
EMR 减仓-$91.68万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,334.45万 | 9.17% | 170,789 | 524 | 0.3% | $13.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,548.25万 | 3.28% | 241,612 | 10,099 | 4.4% | $64.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,338.15万 | 2.83% | 91,692 | 7,730 | 9.2% | $112.81万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $997.37万 | 2.11% | 325,088 | 12,509 | 4.0% | $38.38万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $925.50万 | 1.96% | 317,714 | 2,039 | 0.6% | $5.94万 | 加仓 |
| IEFA | ISHARES TR | $885.64万 | 1.87% | 97,828 | 14,651 | 17.6% | $132.64万 | 加仓 |
| IVV | ISHARES TR | $851.48万 | 1.80% | 13,035 | -24 | -0.2% | -$1.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $837.66万 | 1.77% | 28,476 | -524 | -1.8% | -$15.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $766.46万 | 1.62% | 20,706 | 1,460 | 7.6% | $54.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $742.94万 | 1.57% | 50,165 | 2,032 | 4.2% | $30.09万 | 加仓 |
| — | EXXON MOBIL CORP | $675.96万 | 1.43% | 39,842 | 387 | 1.0% | $6.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $646.49万 | 1.37% | 13,491 | -1,121 | -7.7% | -$53.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $636.13万 | 1.35% | 14,564 | 2,652 | 22.3% | $115.84万 | 加仓 |
| IVW | ISHARES TR | $589.28万 | 1.25% | 52,098 | -1,165 | -2.2% | -$13.18万 | 减仓 |
| NOBL | PROSHARES TR | $569.92万 | 1.21% | 53,761 | 2,051 | 4.0% | $21.74万 | 加仓 |
| IJH | ISHARES TR | $561.06万 | 1.19% | 83,083 | 3,201 | 4.0% | $21.62万 | 加仓 |
| KO | COCA COLA CO | $559.03万 | 1.18% | 73,509 | 880 | 1.2% | $6.69万 | 加仓 |
| IJR | ISHARES TR | $544.54万 | 1.15% | 43,805 | 1,082 | 2.5% | $13.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $515.16万 | 1.09% | 21,075 | 318 | 1.5% | $7.77万 | 加仓 |
| SCZ | ISHARES TR | $503.23万 | 1.07% | 64,179 | 444 | 0.7% | $3.48万 | 加仓 |
| GOOGL | ALPHABET INC | $502.60万 | 1.06% | 17,478 | 3,321 | 23.5% | $95.50万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $455.12万 | 0.96% | 14,198 | 72 | 0.5% | $2.31万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $440.20万 | 0.93% | 57,088 | 57,088 | — | $440.20万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $438.94万 | 0.93% | 22,372 | 6,002 | 36.7% | $117.76万 | 加仓 |
| IVE | ISHARES TR | $434.19万 | 0.92% | 20,563 | 664 | 3.3% | $14.02万 | 加仓 |
| AMZN | AMAZON COM INC | $430.63万 | 0.91% | 20,676 | 2,599 | 14.4% | $54.13万 | 加仓 |
| TSLA | TESLA INC | $419.41万 | 0.89% | 11,282 | 869 | 8.3% | $32.31万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $405.29万 | 0.86% | 21,993 | 1,612 | 7.9% | $29.71万 | 加仓 |
| BLK | BLACKROCK INC | $398.90万 | 0.84% | 4,148 | 51 | 1.2% | $4.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $378.15万 | 0.80% | 49,405 | 1,924 | 4.1% | $14.73万 | 加仓 |
| O | REALTY INCOME CORP | $362.08万 | 0.77% | 59,183 | 1,114 | 1.9% | $6.82万 | 加仓 |
| IWS | ISHARES TR | $353.58万 | 0.75% | 24,261 | 484 | 2.0% | $7.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $352.18万 | 0.75% | 16,211 | 1,928 | 13.5% | $41.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $350.67万 | 0.74% | 20,107 | -2,117 | -9.5% | -$36.92万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $344.23万 | 0.73% | 13,376 | 485 | 3.8% | $12.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $335.80万 | 0.71% | 66,893 | 8,191 | 14.0% | $41.12万 | 加仓 |
| CME | CME GROUP INC | $318.48万 | 0.67% | 10,783 | 107 | 1.0% | $3.16万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $318.07万 | 0.67% | 10,523 | 150 | 1.4% | $4.53万 | 加仓 |
| CSCO | CISCO SYS INC | $312.97万 | 0.66% | 40,336 | 502 | 1.3% | $3.90万 | 加仓 |
| IWP | ISHARES TR | $306.87万 | 0.65% | 23,952 | 668 | 2.9% | $8.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $294.79万 | 0.62% | 13,707 | 373 | 2.8% | $8.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $288.71万 | 0.61% | 4,832 | -574 | -10.6% | -$34.30万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $278.18万 | 0.59% | 39,536 | 3,957 | 11.1% | $27.84万 | 加仓 |
| IJS | ISHARES TR | $277.16万 | 0.59% | 23,399 | -170 | -0.7% | -$2.01万 | 减仓 |
| WMT | WALMART INC | $275.70万 | 0.58% | 22,184 | 402 | 1.8% | $5.00万 | 加仓 |
| ABBV | ABBVIE INC | $275.57万 | 0.58% | 12,670 | -4,833 | -27.6% | -$105.12万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $274.62万 | 0.58% | 20,179 | 101 | 0.5% | $1.37万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $270.84万 | 0.57% | 100,571 | 1,092 | 1.1% | $2.94万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $268.97万 | 0.57% | 18,346 | 37 | 0.2% | $5,425 | 加仓 |
| IJT | ISHARES TR | $266.09万 | 0.56% | 18,388 | 105 | 0.6% | $1.52万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $262.79万 | 0.56% | 6,708 | -537 | -7.4% | -$21.04万 | 减仓 |
| PAYX | PAYCHEX INC | $261.50万 | 0.55% | 28,387 | 2,781 | 10.9% | $25.62万 | 加仓 |
| V | VISA INC | $260.50万 | 0.55% | 8,619 | 703 | 8.9% | $21.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $249.59万 | 0.53% | 4,324 | -27 | -0.6% | -$1.56万 | 减仓 |
| ICSH | ISHARES TR | $245.04万 | 0.52% | 48,408 | 562 | 1.2% | $2.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $244.26万 | 0.52% | 7,614 | 5,395 | 243.1% | $173.07万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $243.82万 | 0.52% | 14,128 | -78 | -0.5% | -$1.35万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $242.56万 | 0.51% | 47,928 | 8,095 | 20.3% | $40.97万 | 加仓 |
| CAT | CATERPILLAR INC | $239.02万 | 0.51% | 3,374 | 17 | 0.5% | $1.20万 | 加仓 |
| RTX | RTX CORPORATION | $237.26万 | 0.50% | 12,300 | 344 | 2.9% | $6.64万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $230.50万 | 0.49% | 37,626 | 9 | 0.0% | $551 | 加仓 |
| PTRB | PGIM ETF TR | $214.83万 | 0.45% | 51,753 | -5,562 | -9.7% | -$23.09万 | 减仓 |
| SO | SOUTHERN CO | $208.03万 | 0.44% | 21,553 | 71 | 0.3% | $6,853 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $206.43万 | 0.44% | 12,764 | 12,764 | — | $206.43万 | 新建仓 |
| UGI | UGI CORP NEW | $205.80万 | 0.44% | 56,508 | 208 | 0.4% | $7,575 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $204.30万 | 0.43% | 2,050 | 149 | 7.8% | $14.85万 | 加仓 |
| DVY | ISHARES TR | $203.32万 | 0.43% | 13,429 | 131 | 1.0% | $1.98万 | 加仓 |
| CVX | CHEVRON CORPORATION | $198.77万 | 0.42% | 9,607 | 296 | 3.2% | $6.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $197.50万 | 0.42% | 3,037 | -261 | -7.9% | -$16.97万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $190.19万 | 0.40% | 252,239 | -6,576 | -2.5% | -$4.96万 | 减仓 |
| LOW | LOWES COS INC | $186.71万 | 0.40% | 7,902 | 48 | 0.6% | $1.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $186.48万 | 0.39% | 14,241 | 120 | 0.8% | $1.57万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $178.96万 | 0.38% | 42,069 | 6,169 | 17.2% | $26.24万 | 加仓 |
| PFXF | VANECK ETF TRUST | $176.45万 | 0.37% | 100,598 | -78 | -0.1% | -$1,368 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $175.00万 | 0.37% | 19,414 | 200 | 1.0% | $1.80万 | 加仓 |
| IEMG | ISHARES INC | $174.13万 | 0.37% | 24,965 | -5,841 | -19.0% | -$40.74万 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $171.01万 | 0.36% | 84,826 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $170.67万 | 0.36% | 11,816 | -277 | -2.3% | -$4.00万 | 减仓 |
| AVGO | BROADCOM INC | $164.34万 | 0.35% | 5,310 | -1,751 | -24.8% | -$54.19万 | 减仓 |
| PEP | PEPSICO INC | $164.12万 | 0.35% | 10,569 | 1,208 | 12.9% | $18.76万 | 加仓 |
| PFE | PFIZER INC | $161.88万 | 0.34% | 57,649 | -1,387 | -2.3% | -$3.89万 | 减仓 |
| GDX | VANECK ETF TRUST | $155.96万 | 0.33% | 16,995 | -926 | -5.2% | -$8.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $153.94万 | 0.33% | 4,557 | 172 | 3.9% | $5.81万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $150.50万 | 0.32% | 37,446 | -1,216 | -3.1% | -$4.89万 | 减仓 |
| ET | ENERGY TRANSFER L P | $144.83万 | 0.31% | 75,042 | -16,592 | -18.1% | -$32.02万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $144.66万 | 0.31% | 62,299 | 1,549 | 2.5% | $3.60万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $141.60万 | 0.30% | 24,339 | -899 | -3.6% | -$5.23万 | 减仓 |
| SGOV | ISHARES TR | $140.96万 | 0.30% | 14,004 | 3,287 | 30.7% | $33.09万 | 加仓 |
| HD | HOME DEPOT INC | $136.47万 | 0.29% | 4,149 | -211 | -4.8% | -$6.94万 | 减仓 |
| MDT | MEDTRONIC PLC | $132.31万 | 0.28% | 15,270 | 113 | 0.7% | $9,791 | 加仓 |
| MMM | 3M CO | $131.22万 | 0.28% | 9,036 | 60 | 0.7% | $8,713 | 加仓 |
| GOOG | ALPHABET INC | $131.17万 | 0.28% | 4,573 | 2,092 | 84.3% | $60.00万 | 加仓 |
| GLD | SPDR GOLD TR | $130.33万 | 0.28% | 3,029 | -171 | -5.3% | -$7.36万 | 减仓 |
| META | META PLATFORMS INC | $129.47万 | 0.27% | 2,263 | -28 | -1.2% | -$1.60万 | 减仓 |
| IUSB | ISHARES TR | $129.05万 | 0.27% | 27,938 | 696 | 2.6% | $3.21万 | 加仓 |
| MCD | MCDONALDS CORP | $128.14万 | 0.27% | 4,123 | -727 | -15.0% | -$22.59万 | 减仓 |
| EMR | EMERSON ELEC CO | $127.29万 | 0.27% | 9,715 | -6,997 | -41.9% | -$91.68万 | 减仓 |
| MBB | ISHARES TR | $127.00万 | 0.27% | 13,376 | -452 | -3.3% | -$4.29万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $124.52万 | 0.26% | 10,756 | 59 | 0.6% | $6,830 | 加仓 |
| LLY | ELI LILLY & CO | $123.13万 | 0.26% | 1,339 | 4 | 0.3% | $3,678 | 加仓 |