MSH Capital Advisors LLC
- SEC CIK
- 0002056306
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2025/2/13 申報。只含多頭部位。
- 持股檔數
- 179
- 2021 年第 3 季沒有申報
- 總值
- $2.23 億
- 2021 年第 3 季沒有申報
MSH Capital Advisors LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 45,351 | $805.3 萬 | 3.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 16,290 | $777.0 萬 | 3.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 147,260 | $751.9 萬 | 3.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,382 | $589.9 萬 | 2.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 76,957 | $562.5 萬 | 2.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,571 | $525.7 萬 | 2.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,706 | $494.6 萬 | 2.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 62,899 | $469.5 萬 | 2.1% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 144,976 | $464.4 萬 | 2.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 53,929 | $461.3 萬 | 2.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,912 | $434.1 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 14,421 | $367.2 萬 | 1.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,148 | $333.3 萬 | 1.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 38,467 | $321.9 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 20,681 | $310.9 萬 | 1.4% | – | – | – |
| PFEPfizer Inc | Stock | 50,032 | $295.4 萬 | 1.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 49,002 | $293.3 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,025 | $268.7 萬 | 1.2% | – | – | – |
| TGTTarget Corp | Stock | 11,574 | $267.9 萬 | 1.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 9,229 | $260.1 萬 | 1.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 9,947 | $257.1 萬 | 1.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 16,207 | $251.0 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,517 | $243.0 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,271 | $241.8 萬 | 1.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,492 | $238.5 萬 | 1.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,012 | $232.6 萬 | 1.0% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 19,983 | $230.2 萬 | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 44,096 | $229.1 萬 | 1.0% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 34,405 | $218.0 萬 | 1.0% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 13,771 | $215.7 萬 | 1.0% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 10,510 | $206.7 萬 | 0.9% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 40,255 | $203.2 萬 | 0.9% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 32,545 | $202.9 萬 | 0.9% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 19,545 | $201.6 萬 | 0.9% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,875 | $200.8 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,490 | $196.0 萬 | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,773 | $189.9 萬 | 0.9% | – | – | – |
| UGIUgi Corp | Stock | 40,877 | $187.7 萬 | 0.8% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 13,130 | $182.2 萬 | 0.8% | – | – | – |
| BLKBlackRock, Inc. | COM | 1,969 | $180.2 萬 | 0.8% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 19,357 | $180.0 萬 | 0.8% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 10,356 | $179.2 萬 | 0.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 13,025 | $177.8 萬 | 0.8% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,596 | $173.4 萬 | 0.8% | – | – | – |
| FASTFastenal Co | Stock | 26,814 | $171.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,036 | $170.9 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 511 | $170.4 萬 | 0.8% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 18,664 | $150.9 萬 | 0.7% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 6,844 | $146.7 萬 | 0.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,623 | $143.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,987 | $143.4 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 8,498 | $139.0 萬 | 0.6% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 17,218 | $135.3 萬 | 0.6% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 15,114 | $134.1 萬 | 0.6% | – | – | 歷史 |
| RHIRobert Half Inc. | COM | 11,812 | $131.7 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 454 | $131.5 萬 | 0.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,971 | $131.4 萬 | 0.6% | – | – | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 50,437 | $129.0 萬 | 0.6% | – | – | – |
| SOSouthern Co | Stock | 18,550 | $127.2 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,560 | $126.5 萬 | 0.6% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 77,444 | $122.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,767 | $120.7 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,911 | $118.2 萬 | 0.5% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,196 | $116.9 萬 | 0.5% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 7,845 | $110.0 萬 | 0.5% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 21,045 | $109.8 萬 | 0.5% | – | – | 歷史 |
| OSBCOld Second Bancorp Inc | COM | 84,826 | $106.8 萬 | 0.5% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,570 | $103.8 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 41,945 | $103.2 萬 | 0.5% | – | – | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 105,156 | $102.6 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,250 | $102.3 萬 | 0.5% | – | – | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 45,937 | $100.5 萬 | 0.5% | – | – | – |
| VTRSViatris Inc | Stock | 74,276 | $100.5 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 9,521 | $99.9 萬 | 0.4% | – | – | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 36,221 | $97.8 萬 | 0.4% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 13,965 | $96.0 萬 | 0.4% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 8,392 | $94.8 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 8,817 | $91.2 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 11,293 | $88.9 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 18,057 | $88.0 萬 | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,448 | $82.2 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 17,350 | $77.2 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,988 | $75.8 萬 | 0.3% | – | – | – |
| GFLGFL Environmental Inc. | SUB VTG SHS | 20,000 | $75.7 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,289 | $74.5 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,094 | $70.4 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,474 | $70.0 萬 | 0.3% | – | – | 歷史 |
| KKellanova | Stock | 10,722 | $69.1 萬 | 0.3% | – | – | 歷史 |
| FFord Motor Co | Stock | 32,222 | $66.9 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,619 | $65.0 萬 | 0.3% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 21,286 | $64.2 萬 | 0.3% | – | – | – |
| MUMicron Technology Inc | Stock | 6,837 | $63.7 萬 | 0.3% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,659 | $61.8 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 563 | $59.5 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,471 | $56.1 萬 | 0.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,833 | $55.1 萬 | 0.2% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,771 | $55.1 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,864 | $53.8 萬 | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 832 | $53.5 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 7,206 | $53.1 萬 | 0.2% | – | – | – |