Mill Capital Management, LLC
CONCORD NC · SEC CIK 0001901166
$14.97亿2026Q2 申报市值
128持仓数
53.4%前十大占比 · 第一大 9.7%
6 / 8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
LLY 加仓+$2,829.94万
BSX 加仓+$345.96万
APH 加仓+$188.72万
ICE 加仓+$64.23万
HONA 新建仓+$41.87万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2,323.59万
TMO 减仓-$1,240.01万
GOOG 减仓-$269.31万
BRK/B 减仓-$159.32万
BRK/A 减仓-$149.77万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $895.37万 | 0.60% | 8,408 | -50 | -0.6% | -$5.32万 | 减仓 |
| CRM | SALESFORCE INC | $937.55万 | 0.63% | 59,846 | -97 | -0.2% | -$1.52万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $985.12万 | 0.66% | 230,815 | 81,059 | 54.1% | $345.96万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,035.19万 | 0.69% | 144,579 | 136 | 0.1% | $9,738 | 加仓 |
| ZTS | ZOETIS INC | $1,250.29万 | 0.84% | 173,989 | 167 | 0.1% | $1.20万 | 加仓 |
| CPRT | COPART INC | $1,271.08万 | 0.85% | 450,898 | 1,011 | 0.2% | $2.85万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,306.57万 | 0.87% | 72,222 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,384.49万 | 0.92% | 31,950 | -2,700 | -7.8% | -$117.00万 | 减仓 |
| VRSN | VERISIGN INC | $1,683.97万 | 1.12% | 66,941 | -32 | -0.0% | -$8,050 | 减仓 |
| APH | AMPHENOL CORP | $1,726.65万 | 1.15% | 97,927 | 10,703 | 12.3% | $188.72万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,754.87万 | 1.17% | 62,674 | -1,873 | -2.9% | -$52.44万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,786.08万 | 1.19% | 43,856 | 386 | 0.9% | $15.72万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,805.55万 | 1.21% | 62,134 | 73 | 0.1% | $2.12万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,929.37万 | 1.29% | 156,719 | 5,217 | 3.4% | $64.23万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,943.90万 | 1.30% | 118,842 | -4,469 | -3.6% | -$73.10万 | 减仓 |
| LIN | LINDE PLC | $2,134.19万 | 1.43% | 41,126 | 34 | 0.1% | $1.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,393.36万 | 1.60% | 57,584 | -1,887 | -3.2% | -$78.43万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,560.97万 | 1.71% | 143,681 | 656 | 0.5% | $11.69万 | 加仓 |
| GOOGL | ALPHABET INC | $2,709.54万 | 1.81% | 75,819 | -150 | -0.2% | -$5.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,815.34万 | 1.88% | 56,154 | -24,733 | -30.6% | -$1,240.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,980.27万 | 1.99% | 117,347 | -1,427 | -1.2% | -$36.24万 | 减仓 |
| LLY | ELI LILLY & CO | $3,049.19万 | 2.04% | 25,422 | 23,594 | 1,290.7% | $2,829.94万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3,345.42万 | 2.23% | 25,115 | 175 | 0.7% | $23.31万 | 加仓 |
| UNP | UNION PAC CORP | $3,687.15万 | 2.46% | 135,557 | 1,202 | 0.9% | $32.69万 | 加仓 |
| ASML | ASML HLDG NV | $4,011.51万 | 2.68% | 20,164 | 46 | 0.2% | $9.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,109.91万 | 2.75% | 121,505 | -29 | -0.0% | -$9,809 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,338.38万 | 2.90% | 86,700 | -3,184 | -3.5% | -$159.32万 | 减仓 |
| AMZN | AMAZON COM INC | $4,617.24万 | 3.08% | 193,725 | 549 | 0.3% | $13.08万 | 加仓 |
| — | EXXON MOBIL CORP | $4,983.30万 | 3.33% | 364,490 | -1,311 | -0.4% | -$17.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,502.42万 | 4.34% | 198,650 | 139 | 0.1% | $4.55万 | 加仓 |
| V | VISA INC | $6,686.59万 | 4.47% | 194,893 | 254 | 0.1% | $8.71万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7,488.50万 | 5.00% | 100 | -2 | -2.0% | -$149.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,523.07万 | 5.02% | 201,680 | 127 | 0.1% | $4.74万 | 加仓 |
| GOOG | ALPHABET INC | $1.15亿 | 7.65% | 324,102 | -7,622 | -2.3% | -$269.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.18亿 | 7.85% | 101,867 | -20,130 | -16.5% | -$2,323.59万 | 减仓 |
| AAPL | APPLE INC | $1.45亿 | 9.71% | 502,607 | -2,691 | -0.5% | -$77.87万 | 减仓 |