Miller Financial Services LLC
MARSHALL MI · SEC CIK 0002022893
$9,132.91万2026Q1 申报市值
120持仓数
33.8%前十大占比 · 第一大 6.0%
17 / 9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
VGLT 加仓+$213.75万
IEF 加仓+$99.53万
PYPL 加仓+$83.16万
USTB 加仓+$77.82万
XAGG 新建仓+$70.10万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$140.03万
ETN 减仓-$35.98万
DOW 减仓-$34.14万
ETSY 清仓-$31.72万
OTIS 清仓-$30.09万
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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $78.98万 | 0.86% | 11,969 | 357 | 3.1% | $2.36万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $81.89万 | 0.90% | 22,590 | -250 | -1.1% | -$9,063 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.77万 | 0.92% | 841 | 4 | 0.5% | $3,984 | 加仓 |
| D | DOMINION ENERGY INC | $88.66万 | 0.97% | 14,341 | 370 | 2.6% | $2.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $97.09万 | 1.06% | 2,623 | 295 | 12.7% | $10.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $106.33万 | 1.16% | 14,782 | -213 | -1.4% | -$1.53万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $106.80万 | 1.17% | 23,613 | 18,385 | 351.7% | $83.16万 | 加仓 |
| SLV | ISHARES SILVER TR | $108.34万 | 1.19% | 15,899 | -20,550 | -56.4% | -$140.03万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $112.14万 | 1.23% | 22,170 | 15,385 | 226.8% | $77.82万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $112.27万 | 1.23% | 26,910 | 2,750 | 11.4% | $11.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $112.55万 | 1.23% | 22,421 | -1,927 | -7.9% | -$9.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.76万 | 1.23% | 2,353 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $115.86万 | 1.27% | 4,029 | -100 | -2.4% | -$2.88万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $119.55万 | 1.31% | 19,711 | -269 | -1.3% | -$1.63万 | 减仓 |
| CAVA | CAVA GROUP INC | $120.80万 | 1.32% | 14,932 | -275 | -1.8% | -$2.22万 | 减仓 |
| V | VISA INC | $126.47万 | 1.38% | 4,184 | -15 | -0.4% | -$4,534 | 减仓 |
| NET | CLOUDFLARE INC | $128.63万 | 1.41% | 6,234 | 51 | 0.8% | $1.05万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $133.32万 | 1.46% | 3,415 | 301 | 9.7% | $11.75万 | 加仓 |
| AGG | ISHARES TR | $147.91万 | 1.62% | 14,900 | -140 | -0.9% | -$1.39万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $157.70万 | 1.73% | 100,317 | 7,723 | 8.3% | $12.14万 | 加仓 |
| — | PAYPAL HLDGS INC 看跌期权 | $159.21万 | 1.74% | 35,200 | 35,200 | — | $159.21万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $161.84万 | 1.77% | 48,268 | -4,109 | -7.8% | -$13.78万 | 减仓 |
| PEP | PEPSICO INC | $162.68万 | 1.78% | 10,476 | -901 | -7.9% | -$13.99万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $180.53万 | 1.98% | 113,683 | 9,045 | 8.6% | $14.36万 | 加仓 |
| ETN | EATON CORP PLC | $230.97万 | 2.53% | 6,458 | -1,006 | -13.5% | -$35.98万 | 减仓 |
| IWM | ISHARES TR | $237.00万 | 2.60% | 9,557 | -394 | -4.0% | -$9.77万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $269.99万 | 2.96% | 27,444 | -1,654 | -5.7% | -$16.27万 | 减仓 |
| AMZN | AMAZON COM INC | $272.08万 | 2.98% | 13,064 | 708 | 5.7% | $14.75万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $289.45万 | 3.17% | 52,290 | 38,615 | 282.4% | $213.75万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $320.14万 | 3.51% | 54,687 | 3,896 | 7.7% | $22.81万 | 加仓 |
| AAPL | APPLE INC | $336.05万 | 3.68% | 13,241 | -210 | -1.6% | -$5.33万 | 减仓 |
| TLT | ISHARES TR | $397.45万 | 4.35% | 45,848 | 4,928 | 12.0% | $42.72万 | 加仓 |
| IEF | ISHARES TR | $552.07万 | 6.04% | 57,845 | 10,428 | 22.0% | $99.53万 | 加仓 |