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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $30.12万 | 0.24% | 2,379 | 2 | 0.1% | $253 | 加仓 |
| VPU | VANGUARD WORLD FD | $29.36万 | 0.24% | 1,500 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $29.19万 | 0.24% | 7,947 | -206 | -2.5% | -$7,567 | 减仓 |
| SO | SOUTHERN CO | $28.71万 | 0.23% | 3,000 | 3,000 | — | $28.71万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $28.65万 | 0.23% | 958 | 0 | 0.0% | — | 不变 |
| FFA | FIRST TR ENHANCED EQUITY | $28.25万 | 0.23% | 12,635 | 12,635 | — | $28.25万 | 新建仓 |
| DIS | DISNEY WALT CO | $26.96万 | 0.22% | 2,801 | -380 | -11.9% | -$3.66万 | 减仓 |
| NFLX | NETFLIX INC. | $26.88万 | 0.22% | 3,765 | 3,653 | 3,261.6% | $26.08万 | 重新持有 |
| KO | COCA COLA CO | $26.75万 | 0.22% | 3,291 | -50 | -1.5% | -$4,064 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $25.99万 | 0.21% | 17,398 | -9,166 | -34.5% | -$13.69万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.98万 | 0.21% | 510 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.93万 | 0.21% | 27,100 | 27,100 | — | $25.93万 | 新建仓 |
| ZS | ZSCALER INC | $25.65万 | 0.21% | 1,817 | -235 | -11.5% | -$3.32万 | 减仓 |
| VB | VANGUARD INDEX FDS | $25.61万 | 0.21% | 845 | -834 | -49.7% | -$25.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.43万 | 0.20% | 2,128 | 1,862 | 700.0% | $22.25万 | 重新持有 |
| FTNT | FORTINET INC | $25.24万 | 0.20% | 1,643 | -950 | -36.6% | -$14.59万 | 重新持有 |
| HUBS | HUBSPOT INC | $24.91万 | 0.20% | 1,365 | 120 | 9.6% | $2.19万 | 加仓 |
| WMT | WALMART INC | $23.92万 | 0.19% | 2,112 | 2,112 | — | $23.92万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.45万 | 0.19% | 834 | 834 | — | $23.45万 | 新建仓 |
| — | CARTESIAN THERAPEUTICS INC | $23.07万 | 0.19% | 22,143 | 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 |
| GSK | GSK PLC | $21.26万 | 0.17% | 4,055 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $21.12万 | 0.17% | 4,348 | -130 | -2.9% | -$6,314 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $20.77万 | 0.17% | 5,595 | -2,280 | -29.0% | -$8.46万 | 减仓 |
| CMS | CMS ENERGY CORP | $20.41万 | 0.16% | 2,668 | 2,668 | — | $20.41万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $20.14万 | 0.16% | 4,750 | 0 | 0.0% | — | 不变 |
| — | PALATIN TECHNOLOGIES INC | $16.18万 | 0.13% | 15,000 | 2,400 | 19.0% | $2.59万 | 加仓 |
| F | FORD MTR CO | $16.11万 | 0.13% | 11,590 | -3,487 | -23.1% | -$4.85万 | 减仓 |
| — | NANOVIRICIDES INC | $15.46万 | 0.12% | 112,000 | 7,000 | 6.7% | $9,660 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $13.29万 | 0.11% | 13,000 | 0 | 0.0% | — | 不变 |
| — | NETFLIX INC. 看涨期权 | $12.12万 | 0.10% | 548 | 548 | — | $12.12万 | 新建仓 |
| IVVD | INVIVYD INC | $11.60万 | 0.09% | 133,000 | 28,000 | 26.7% | $2.44万 | 加仓 |
| IRD | OPUS GENETICS INC | $11.10万 | 0.09% | 27,000 | 5,000 | 22.7% | $2.06万 | 加仓 |
| ONDS | ONDAS INC | $10.51万 | 0.08% | 12,760 | 1,700 | 15.4% | $1.40万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $9.41万 | 0.08% | 16,256 | 16,256 | — | $9.41万 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.38万 | 0.07% | 11,203 | 411 | 3.8% | $3,074 | 加仓 |
| — | CITIUS PHARMACEUTICALS INC | $7.86万 | 0.06% | 130,000 | 116,000 | 828.6% | $7.01万 | 加仓 |
| — | STARBUCKS CORP 看涨期权 | $6.82万 | 0.05% | 62 | 62 | — | $6.82万 | 新建仓 |
| — | PENNANTPARK INVT CORP | $5.94万 | 0.05% | 17,132 | 1,378 | 8.7% | $4,782 | 加仓 |
| PTLO | PORTILLOS INC | $4.94万 | 0.04% | 10,425 | -17,350 | -62.5% | -$8.22万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T | $2.09万 | 0.02% | 28 | 28 | — | $2.09万 | 新建仓 |
| — | CONAGRA BRANDS INC 看涨期权 | $8,800 | 0.01% | 400 | 400 | — | $8,800 | 新建仓 |
| — | 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 |