Miller Financial Services LLC
MARSHALL MI · SEC CIK 0002022893
$1.24亿2026Q2 申报市值
142持仓数
32.7%前十大占比 · 第一大 5.6%
28 / 10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
PEP 加仓+$556.82万
JPM 新建仓+$251.16万
CL 新建仓+$220.03万
LLY 新建仓+$130.02万
IEF 加仓+$107.38万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$65.29万
BA 清仓-$40.80万
CAT 减仓-$39.82万
IWM 减仓-$28.60万
CRWD 减仓-$27.63万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PAYPAL HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -35,200 | -100.0% | -$159.21万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -2,050 | -100.0% | -$40.80万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,937 | -100.0% | -$26.08万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -511 | -100.0% | -$21.99万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,246 | -100.0% | -$21.85万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,271 | -100.0% | -$20.25万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -1,970 | -100.0% | -$20.01万 | 清仓 |
| DTIL | PRECISION BIOSCIENCES INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$9.35万 | 清仓 |
| — | PLUS THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$8,130 | 清仓 |
| — | VOLITIONRX LTD | $0 | 0.00% | 0 | -31,000 | -100.0% | -$6,262 | 清仓 |
| — | CONAGRA BRANDS INC 看涨期权 | $8,800 | 0.01% | 400 | 400 | — | $8,800 | 新建仓 |
| — | STATE STR SPDR S&P 500 ETF T | $2.09万 | 0.02% | 28 | 28 | — | $2.09万 | 新建仓 |
| PTLO | PORTILLOS INC | $4.94万 | 0.04% | 10,425 | -17,350 | -62.5% | -$8.22万 | 减仓 |
| — | PENNANTPARK INVT CORP | $5.94万 | 0.05% | 17,132 | 1,378 | 8.7% | $4,782 | 加仓 |
| — | STARBUCKS CORP 看涨期权 | $6.82万 | 0.05% | 62 | 62 | — | $6.82万 | 新建仓 |
| — | CITIUS PHARMACEUTICALS INC | $7.86万 | 0.06% | 130,000 | 116,000 | 828.6% | $7.01万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.38万 | 0.07% | 11,203 | 411 | 3.8% | $3,074 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $9.41万 | 0.08% | 16,256 | 16,256 | — | $9.41万 | 新建仓 |
| ONDS | ONDAS INC | $10.51万 | 0.08% | 12,760 | 1,700 | 15.4% | $1.40万 | 加仓 |
| IRD | OPUS GENETICS INC | $11.10万 | 0.09% | 27,000 | 5,000 | 22.7% | $2.06万 | 加仓 |
| IVVD | INVIVYD INC | $11.60万 | 0.09% | 133,000 | 28,000 | 26.7% | $2.44万 | 加仓 |
| — | NETFLIX INC. 看涨期权 | $12.12万 | 0.10% | 548 | 548 | — | $12.12万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $13.29万 | 0.11% | 13,000 | 0 | 0.0% | — | 不变 |
| — | NANOVIRICIDES INC | $15.46万 | 0.12% | 112,000 | 7,000 | 6.7% | $9,660 | 加仓 |
| F | FORD MTR CO | $16.11万 | 0.13% | 11,590 | -3,487 | -23.1% | -$4.85万 | 减仓 |
| — | PALATIN TECHNOLOGIES INC | $16.18万 | 0.13% | 15,000 | 2,400 | 19.0% | $2.59万 | 加仓 |
| VNOM | VIPER ENERGY INC | $20.14万 | 0.16% | 4,750 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $20.41万 | 0.16% | 2,668 | 2,668 | — | $20.41万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $20.77万 | 0.17% | 5,595 | -2,280 | -29.0% | -$8.46万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $21.12万 | 0.17% | 4,348 | -130 | -2.9% | -$6,314 | 减仓 |
| GSK | GSK PLC | $21.26万 | 0.17% | 4,055 | 0 | 0.0% | — | 不变 |
| — | UNITED PARCEL SVCS INC 看涨期权 | $21.98万 | 0.18% | 254 | 254 | — | $21.98万 | 新建仓 |
| — | CARTESIAN THERAPEUTICS INC | $23.07万 | 0.19% | 22,143 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.45万 | 0.19% | 834 | 834 | — | $23.45万 | 新建仓 |
| WMT | WALMART INC | $23.92万 | 0.19% | 2,112 | 2,112 | — | $23.92万 | 新建仓 |
| HUBS | HUBSPOT INC | $24.91万 | 0.20% | 1,365 | 120 | 9.6% | $2.19万 | 加仓 |
| FTNT | FORTINET INC | $25.24万 | 0.20% | 1,643 | -950 | -36.6% | -$14.59万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $25.43万 | 0.20% | 2,128 | 1,862 | 700.0% | $22.25万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $25.61万 | 0.21% | 845 | -834 | -49.7% | -$25.28万 | 减仓 |
| ZS | ZSCALER INC | $25.65万 | 0.21% | 1,817 | -235 | -11.5% | -$3.32万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.93万 | 0.21% | 27,100 | 27,100 | — | $25.93万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $25.98万 | 0.21% | 510 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $25.99万 | 0.21% | 17,398 | -9,166 | -34.5% | -$13.69万 | 减仓 |
| KO | COCA COLA CO | $26.75万 | 0.22% | 3,291 | -50 | -1.5% | -$4,064 | 减仓 |
| NFLX | NETFLIX INC. | $26.88万 | 0.22% | 3,765 | 3,653 | 3,261.6% | $26.08万 | 重新持有 |
| DIS | DISNEY WALT CO | $26.96万 | 0.22% | 2,801 | -380 | -11.9% | -$3.66万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $28.25万 | 0.23% | 12,635 | 12,635 | — | $28.25万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $28.65万 | 0.23% | 958 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $28.71万 | 0.23% | 3,000 | 3,000 | — | $28.71万 | 新建仓 |
| B | BARRICK MNG CORP | $29.19万 | 0.24% | 7,947 | -206 | -2.5% | -$7,567 | 减仓 |
| VPU | VANGUARD WORLD FD | $29.36万 | 0.24% | 1,500 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $30.12万 | 0.24% | 2,379 | 2 | 0.1% | $253 | 加仓 |
| CTVA | CORTEVA INC | $30.21万 | 0.24% | 3,567 | 1,000 | 39.0% | $8.47万 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.65万 | 0.25% | 1,375 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $31.24万 | 0.25% | 3,485 | 360 | 11.5% | $3.23万 | 加仓 |
| ITOT | ISHARES TR | $31.31万 | 0.25% | 1,906 | 3 | 0.2% | $493 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $31.88万 | 0.26% | 85,000 | 13,000 | 18.1% | $4.88万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $32.85万 | 0.26% | 5,679 | 554 | 10.8% | $3.20万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $34.75万 | 0.28% | 4,065 | 400 | 10.9% | $3.42万 | 加仓 |
| TWLO | TWILIO INC | $34.89万 | 0.28% | 1,691 | 1,691 | — | $34.89万 | 新建仓 |
| RTX | RTX CORPORATION | $35.56万 | 0.29% | 1,874 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $36.39万 | 0.29% | 10,711 | 0 | 0.0% | — | 不变 |
| EVIM | MORGAN STANLEY ETF TRUST | $36.54万 | 0.29% | 6,860 | 1,620 | 30.9% | $8.63万 | 加仓 |
| OLN | OLIN CORP | $37.07万 | 0.30% | 18,706 | -982 | -5.0% | -$1.95万 | 减仓 |
| SLB | SLB LIMITED | $38.23万 | 0.31% | 8,224 | -325 | -3.8% | -$1.51万 | 减仓 |
| MPC | MARATHON PETE CORP | $38.35万 | 0.31% | 1,500 | 1,500 | — | $38.35万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.71万 | 0.31% | 931 | -10 | -1.1% | -$4,158 | 减仓 |
| LOW | LOWES COS INC | $42.03万 | 0.34% | 1,906 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $43.08万 | 0.35% | 17,891 | -50 | -0.3% | -$1,204 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.15万 | 0.35% | 1,699 | -50 | -2.9% | -$1.27万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $46.28万 | 0.37% | 4,917 | -526 | -9.7% | -$4.95万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $48.16万 | 0.39% | 1,317 | 100 | 8.2% | $3.66万 | 加仓 |
| CHWY | CHEWY INC | $48.80万 | 0.39% | 24,834 | 1,160 | 4.9% | $2.28万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $50.18万 | 0.40% | 61,880 | 9,660 | 18.5% | $7.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $50.40万 | 0.41% | 6,255 | 507 | 8.8% | $4.08万 | 加仓 |
| — | EXXON MOBIL CORP | $50.61万 | 0.41% | 3,702 | 1,991 | 116.4% | $27.22万 | 重新持有 |
| CSX | CSX CORP | $50.67万 | 0.41% | 10,660 | 10,660 | — | $50.67万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $51.91万 | 0.42% | 2,587 | 2,587 | — | $51.91万 | 新建仓 |
| RDN | RADIAN GROUP INC | $54.24万 | 0.44% | 14,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $54.49万 | 0.44% | 2,016 | 281 | 16.2% | $7.60万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $54.64万 | 0.44% | 3,020 | 3,020 | — | $54.64万 | 新建仓 |
| NOW | SERVICENOW INC | $56.24万 | 0.45% | 5,665 | 2,195 | 63.3% | $21.79万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $56.45万 | 0.45% | 12,409 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $56.95万 | 0.46% | 17,959 | -500 | -2.7% | -$1.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.22万 | 0.46% | 20,162 | 150 | 0.7% | $4,257 | 加仓 |
| ABBV | ABBVIE INC | $59.04万 | 0.48% | 2,346 | 2,346 | — | $59.04万 | 新建仓 |
| CAT | CATERPILLAR INC | $60.59万 | 0.49% | 569 | -374 | -39.7% | -$39.82万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $60.87万 | 0.49% | 2,472 | 2,472 | — | $60.87万 | 新建仓 |
| DE | DEERE & CO | $61.75万 | 0.50% | 973 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $61.92万 | 0.50% | 8,207 | 752 | 10.1% | $5.67万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $62.32万 | 0.50% | 23,200 | 23,200 | — | $62.32万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $64.43万 | 0.52% | 3,887 | 3,887 | — | $64.43万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $65.62万 | 0.53% | 22,925 | -4,760 | -17.2% | -$13.63万 | 减仓 |
| SHOP | SHOPIFY INC | $68.86万 | 0.55% | 6,031 | 520 | 9.4% | $5.94万 | 加仓 |
| ZTS | ZOETIS INC | $72.39万 | 0.58% | 10,074 | 7,319 | 265.7% | $52.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $72.45万 | 0.58% | 4,941 | 4,941 | — | $72.45万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $72.80万 | 0.59% | 6,632 | 1,067 | 19.2% | $11.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.83万 | 0.59% | 1,418 | -88 | -5.8% | -$4.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $72.83万 | 0.59% | 3,342 | 586 | 21.3% | $12.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $73.97万 | 0.60% | 1,860 | 677 | 57.2% | $26.92万 | 加仓 |