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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,285.91万 | 9.19% | 182,676 | 11,887 | 7.0% | $343.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,871.77万 | 3.26% | 262,705 | 21,093 | 8.7% | $150.29万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,412.82万 | 2.46% | 92,839 | 1,147 | 1.3% | $17.45万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,155.08万 | 2.01% | 341,337 | 23,623 | 7.4% | $79.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,092.29万 | 1.90% | 33,369 | 4,893 | 17.2% | $160.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,089.57万 | 1.89% | 343,606 | 18,518 | 5.7% | $58.72万 | 加仓 |
| IEFA | ISHARES TR | $971.39万 | 1.69% | 100,579 | 2,751 | 2.8% | $26.57万 | 加仓 |
| IVV | ISHARES TR | $966.19万 | 1.68% | 12,902 | -133 | -1.0% | -$9.96万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $890.61万 | 1.55% | 56,357 | 6,192 | 12.3% | $97.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $876.90万 | 1.53% | 23,508 | 2,802 | 13.5% | $104.52万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $864.27万 | 1.50% | 100,333 | 12,949 | 14.8% | $111.54万 | 加仓 |
| IVW | ISHARES TR | $778.90万 | 1.35% | 56,635 | 4,537 | 8.7% | $62.40万 | 加仓 |
| GOOGL | ALPHABET INC | $719.55万 | 1.25% | 20,135 | 2,657 | 15.2% | $94.95万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $709.35万 | 1.23% | 14,176 | 685 | 5.1% | $34.28万 | 加仓 |
| IJH | ISHARES TR | $680.00万 | 1.18% | 88,186 | 5,103 | 6.1% | $39.35万 | 加仓 |
| NOBL | PROSHARES TR | $648.23万 | 1.13% | 115,425 | 7,903 | 7.4% | $44.38万 | 加仓 |
| IJR | ISHARES TR | $643.16万 | 1.12% | 43,366 | -439 | -1.0% | -$6.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $625.96万 | 1.09% | 31,284 | 11,177 | 55.6% | $223.64万 | 加仓 |
| KO | COCA COLA CO | $599.81万 | 1.04% | 73,805 | 296 | 0.4% | $2.41万 | 加仓 |
| AMZN | AMAZON COM INC | $579.70万 | 1.01% | 24,322 | 3,646 | 17.6% | $86.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $573.04万 | 1.00% | 22,564 | 1,489 | 7.1% | $37.82万 | 加仓 |
| — | EXXON MOBIL CORP | $546.02万 | 0.95% | 39,937 | 95 | 0.2% | $1.30万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $535.59万 | 0.93% | 62,649 | 5,561 | 9.7% | $47.54万 | 加仓 |
| SCZ | ISHARES TR | $525.66万 | 0.91% | 63,895 | -284 | -0.4% | -$2.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $516.05万 | 0.90% | 7,514 | 2,682 | 55.5% | $184.20万 | 加仓 |
| IVE | ISHARES TR | $515.88万 | 0.90% | 22,720 | 2,157 | 10.5% | $48.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $489.38万 | 0.85% | 22,456 | 84 | 0.4% | $1.83万 | 加仓 |
| TSLA | TESLA INC | $486.64万 | 0.85% | 11,570 | 288 | 2.6% | $12.11万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $481.74万 | 0.84% | 13,991 | -207 | -1.5% | -$7.13万 | 减仓 |
| ABBV | ABBVIE INC | $448.28万 | 0.78% | 17,814 | 5,144 | 40.6% | $129.45万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $436.88万 | 0.76% | 49,713 | 308 | 0.6% | $2.71万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $434.15万 | 0.76% | 4,499 | -2,209 | -32.9% | -$213.17万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $427.37万 | 0.74% | 21,628 | -365 | -1.7% | -$7.21万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $409.02万 | 0.71% | 25,780 | 7,434 | 40.5% | $117.95万 | 加仓 |
| IWS | ISHARES TR | $408.64万 | 0.71% | 24,826 | 565 | 2.3% | $9.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $405.73万 | 0.71% | 17,147 | 3,440 | 25.1% | $81.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $405.08万 | 0.70% | 13,225 | -151 | -1.1% | -$4.63万 | 减仓 |
| BLK | BLACKROCK INC | $397.22万 | 0.69% | 4,131 | -17 | -0.4% | -$1.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $393.49万 | 0.68% | 5,343 | 1,019 | 23.6% | $75.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $386.67万 | 0.67% | 15,913 | -298 | -1.8% | -$7.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $377.01万 | 0.66% | 3,266 | -1,291 | -28.3% | -$149.03万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $374.71万 | 0.65% | 10,246 | -277 | -2.6% | -$10.13万 | 减仓 |
| O | REALTY INCOME CORP | $370.92万 | 0.65% | 59,864 | 681 | 1.2% | $4.22万 | 加仓 |
| IWP | ISHARES TR | $362.17万 | 0.63% | 24,737 | 785 | 3.3% | $11.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $348.53万 | 0.61% | 4,667 | 1,630 | 53.7% | $121.73万 | 加仓 |
| CAT | CATERPILLAR INC | $342.81万 | 0.60% | 3,219 | -155 | -4.6% | -$16.51万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $342.25万 | 0.60% | 46,376 | 6,840 | 17.3% | $50.48万 | 加仓 |
| CSCO | CISCO SYS INC | $334.63万 | 0.58% | 28,489 | -11,847 | -29.4% | -$139.15万 | 减仓 |
| IJT | ISHARES TR | $334.48万 | 0.58% | 18,728 | 340 | 1.8% | $6.07万 | 加仓 |
| V | VISA INC | $330.19万 | 0.57% | 9,625 | 1,006 | 11.7% | $34.51万 | 加仓 |
| IJS | ISHARES TR | $325.78万 | 0.57% | 23,835 | 436 | 1.9% | $5.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $307.81万 | 0.54% | 8,318 | 704 | 9.2% | $26.05万 | 加仓 |
| PAYX | PAYCHEX INC | $305.85万 | 0.53% | 31,104 | 2,717 | 9.6% | $26.72万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $296.78万 | 0.52% | 100,946 | 375 | 0.4% | $1.10万 | 加仓 |
| AVGO | BROADCOM INC | $282.76万 | 0.49% | 7,486 | 2,176 | 41.0% | $82.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $281.89万 | 0.49% | 66,578 | -315 | -0.5% | -$1.33万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $281.05万 | 0.49% | 15,173 | 2,409 | 18.9% | $44.62万 | 加仓 |
| WMT | WALMART INC | $275.70万 | 0.48% | 24,343 | 2,159 | 9.7% | $24.45万 | 加仓 |
| RTX | RTX CORPORATION | $272.89万 | 0.47% | 14,383 | 2,083 | 16.9% | $39.52万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $266.29万 | 0.46% | 20,238 | 59 | 0.3% | $7,763 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $259.52万 | 0.45% | 51,318 | 3,390 | 7.1% | $17.14万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $246.17万 | 0.43% | 20,853 | 14,831 | 246.3% | $175.08万 | 加仓 |
| CME | CME GROUP INC | $240.42万 | 0.42% | 10,887 | 104 | 1.0% | $2.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $238.72万 | 0.42% | 2,552 | 502 | 24.5% | $46.96万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $233.86万 | 0.41% | 14,297 | 169 | 1.2% | $2.76万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $221.09万 | 0.38% | 19,447 | 33 | 0.2% | $3,752 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $221.07万 | 0.38% | 44,860 | 2,791 | 6.6% | $13.75万 | 加仓 |
| DVY | ISHARES TR | $210.24万 | 0.37% | 13,451 | 22 | 0.2% | $3,439 | 加仓 |
| SO | SOUTHERN CO | $207.39万 | 0.36% | 21,669 | 116 | 0.5% | $1.11万 | 加仓 |
| LLY | ELI LILLY & CO | $202.02万 | 0.35% | 1,685 | 346 | 25.8% | $41.48万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $200.24万 | 0.35% | 37,704 | 78 | 0.2% | $4,143 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $198.71万 | 0.35% | 54,057 | 24,594 | 83.5% | $90.41万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $197.81万 | 0.34% | 84,826 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $196.15万 | 0.34% | 56,788 | 280 | 0.5% | $9,671 | 加仓 |
| IEMG | ISHARES INC | $195.16万 | 0.34% | 23,559 | -1,406 | -5.6% | -$11.65万 | 减仓 |
| PTRB | PGIM ETF TR | $194.10万 | 0.34% | 46,816 | -4,937 | -9.5% | -$20.47万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $192.64万 | 0.34% | 40,813 | 3,367 | 9.0% | $15.89万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $189.88万 | 0.33% | 240,963 | -11,276 | -4.5% | -$8.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $188.96万 | 0.33% | 11,400 | 1,793 | 18.7% | $29.72万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $186.96万 | 0.33% | 22,630 | 16,546 | 272.0% | $136.70万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $180.55万 | 0.31% | 14,264 | 23 | 0.2% | $2,911 | 加仓 |
| PFXF | VANECK ETF TRUST | $179.20万 | 0.31% | 100,447 | -151 | -0.2% | -$2,694 | 减仓 |
| PG | PROCTER & GAMBLE CO | $178.58万 | 0.31% | 12,178 | 362 | 3.1% | $5.31万 | 加仓 |
| ET | ENERGY TRANSFER L P | $175.93万 | 0.31% | 92,016 | 16,974 | 22.6% | $32.45万 | 加仓 |
| LOW | LOWES COS INC | $170.75万 | 0.30% | 7,744 | -158 | -2.0% | -$3.48万 | 减仓 |
| IUSB | ISHARES TR | $170.28万 | 0.30% | 36,897 | 8,959 | 32.1% | $41.35万 | 加仓 |
| META | META PLATFORMS INC | $169.56万 | 0.29% | 3,010 | 747 | 33.0% | $42.08万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $166.70万 | 0.29% | 24,510 | 171 | 0.7% | $1.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $166.15万 | 0.29% | 3,997 | 247 | 6.6% | $10.27万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $165.74万 | 0.29% | 71,656 | 9,357 | 15.0% | $21.64万 | 加仓 |
| ICSH | ISHARES TR | $162.95万 | 0.28% | 32,217 | -16,191 | -33.4% | -$81.89万 | 减仓 |
| SGOV | ISHARES TR | $162.04万 | 0.28% | 16,096 | 2,092 | 14.9% | $21.06万 | 加仓 |
| GOOG | ALPHABET INC | $160.12万 | 0.28% | 4,532 | -41 | -0.9% | -$1.45万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $155.21万 | 0.27% | 13,292 | 2,536 | 23.6% | $29.61万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $154.18万 | 0.27% | 12,063 | 9,438 | 359.5% | $120.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.26% | 2 | 0 | 0.0% | — | 重新持有 |
| MMM | 3M CO | $146.02万 | 0.25% | 9,019 | -17 | -0.2% | -$2,752 | 减仓 |
| PEP | PEPSICO INC | $137.30万 | 0.24% | 10,140 | -429 | -4.1% | -$5.81万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $136.55万 | 0.24% | 15,156 | 15,156 | — | $136.55万 | 新建仓 |
| MCD | MCDONALDS CORP | $133.94万 | 0.23% | 4,955 | 832 | 20.2% | $22.49万 | 加仓 |