Mill Capital Management, LLC
CONCORD NC · SEC CIK 0001901166
$13.15亿2026Q1 申报市值
130持仓数
51.3%前十大占比 · 第一大 9.8%
3 / 3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
SPGI 新建仓+$1,848.95万
BRK/B 加仓+$432.29万
BSX 加仓+$266.39万
ZTS 加仓+$131.47万
UNP 加仓+$103.36万
2026Q1 卖出最多 按季末市值估算
CPAY 减仓-$1,562.18万
BRK/A 减仓-$1,077.21万
MU 减仓-$423.55万
GOOG 减仓-$290.07万
GOOGL 减仓-$108.27万
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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $939.72万 | 0.71% | 149,756 | 42,453 | 39.6% | $266.39万 | 加仓 |
| APH | AMPHENOL CORP | $1,102.08万 | 0.84% | 87,224 | 6,520 | 8.1% | $82.38万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,113.37万 | 0.85% | 144,443 | 606 | 0.4% | $4.67万 | 加仓 |
| CRM | SALESFORCE INC | $1,118.96万 | 0.85% | 59,943 | -98 | -0.2% | -$1.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,194.12万 | 0.91% | 72,222 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,493.62万 | 1.14% | 449,887 | 5,002 | 1.1% | $16.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,609.23万 | 1.22% | 59,471 | -804 | -1.3% | -$21.76万 | 减仓 |
| VRSN | VERISIGN INC | $1,663.34万 | 1.27% | 66,973 | 65 | 0.1% | $1.61万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,722.18万 | 1.31% | 64,547 | 281 | 0.4% | $7.50万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,848.95万 | 1.41% | 43,470 | 43,470 | — | $1,848.95万 | 新建仓 |
| LIN | LINDE PLC | $2,037.18万 | 1.55% | 41,092 | 843 | 2.1% | $41.79万 | 加仓 |
| ZTS | ZOETIS INC | $2,054.75万 | 1.56% | 173,822 | 11,122 | 6.8% | $131.47万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,128.10万 | 1.62% | 123,311 | 329 | 0.3% | $5.68万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,142.04万 | 1.63% | 62,061 | 35 | 0.1% | $1.21万 | 加仓 |
| GOOGL | ALPHABET INC | $2,184.56万 | 1.66% | 75,969 | -3,765 | -4.7% | -$108.27万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,382.82万 | 1.81% | 151,502 | 5,079 | 3.5% | $79.88万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,408.72万 | 1.83% | 5,721 | 65 | 1.1% | $27.37万 | 加仓 |
| ASML | ASML HLDG NV | $2,657.25万 | 2.02% | 20,118 | -68 | -0.3% | -$8.98万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,890.45万 | 2.20% | 24,940 | 58 | 0.2% | $6.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,903.32万 | 2.21% | 118,774 | 60 | 0.1% | $1.47万 | 加仓 |
| UNP | UNION PAC CORP | $3,259.72万 | 2.48% | 134,355 | 4,260 | 3.3% | $103.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,676.16万 | 2.80% | 121,534 | -235 | -0.2% | -$7.11万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,975.84万 | 3.02% | 80,887 | 61 | 0.1% | $3.00万 | 加仓 |
| AMZN | AMAZON COM INC | $4,023.28万 | 3.06% | 193,176 | 1,942 | 1.0% | $40.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,121.55万 | 3.13% | 121,997 | -12,537 | -9.3% | -$423.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,307.24万 | 3.28% | 89,884 | 9,021 | 11.2% | $432.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,839.41万 | 4.44% | 198,511 | 330 | 0.2% | $9.71万 | 加仓 |
| V | VISA INC | $5,882.77万 | 4.47% | 194,639 | 2,919 | 1.5% | $88.22万 | 加仓 |
| — | EXXON MOBIL CORP | $6,206.19万 | 4.72% | 365,801 | -80 | -0.0% | -$1.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7,325.03万 | 5.57% | 102 | -15 | -12.8% | -$1,077.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,460.89万 | 5.67% | 201,553 | 1,029 | 0.5% | $38.09万 | 加仓 |
| GOOG | ALPHABET INC | $9,515.83万 | 7.24% | 331,724 | -10,112 | -3.0% | -$290.07万 | 减仓 |
| AAPL | APPLE INC | $1.28亿 | 9.75% | 505,298 | -2,470 | -0.5% | -$62.69万 | 减仓 |