MSH Capital Advisors LLC 13F 持仓 · 2026年Q2
MSH Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 320 只证券,申报市值合计 5.75 亿美元。前几大持仓:AAPL(9.19%)、VEA(3.26%)、SDY(2.46%)。本季前 25 大持仓中:增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $52.9M | 9.19% | 182,676 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $18.7M | 3.26% | 262,705 | 增持 |
| 3 | SDY | SPDR SERIES TRUST | $14.1M | 2.46% | 92,839 | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $11.6M | 2.01% | 341,337 | 增持 |
| 5 | JPM | JPMORGAN CHASE & CO | $10.9M | 1.90% | 33,369 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $10.9M | 1.89% | 343,606 | 增持 |
| 7 | IEFA | ISHARES TR | $9.7M | 1.69% | 100,579 | 增持 |
| 8 | IVV | ISHARES TR | $9.7M | 1.68% | 12,902 | 减持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $8.9M | 1.55% | 56,357 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $8.8M | 1.53% | 23,508 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $8.6M | 1.50% | 100,333 | 增持 |
| 12 | IVW | ISHARES TR | $7.8M | 1.35% | 56,635 | 增持 |
| 13 | GOOGL | ALPHABET INC | $7.2M | 1.25% | 20,135 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.1M | 1.23% | 14,176 | 增持 |
| 15 | IJH | ISHARES TR | $6.8M | 1.18% | 88,186 | 增持 |
| 16 | NOBL | PROSHARES TR | $6.5M | 1.13% | 115,425 | 增持 |
| 17 | IJR | ISHARES TR | $6.4M | 1.12% | 43,366 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $6.3M | 1.09% | 31,284 | 增持 |
| 19 | KO | COCA COLA CO | $6.0M | 1.04% | 73,805 | 增持 |
| 20 | AMZN | AMAZON COM INC | $5.8M | 1.01% | 24,322 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $5.7M | 1.00% | 22,564 | 增持 |
| 22 | XOM | EXXON MOBIL CORP | $5.5M | 0.95% | 39,937 | 增持 |
| 23 | VXUS | VANGUARD STAR FDS | $5.4M | 0.93% | 62,649 | 增持 |
| 24 | SCZ | ISHARES TR | $5.3M | 0.91% | 63,895 | 减持 |
| 25 | IVE | ISHARES TR | $5.2M | 0.90% | 22,720 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR