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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $552.07万 | 6.04% | 57,845 | 10,428 | 22.0% | $99.53万 | 加仓 |
| TLT | ISHARES TR | $397.45万 | 4.35% | 45,848 | 4,928 | 12.0% | $42.72万 | 加仓 |
| AAPL | APPLE INC | $336.05万 | 3.68% | 13,241 | -210 | -1.6% | -$5.33万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $320.14万 | 3.51% | 54,687 | 3,896 | 7.7% | $22.81万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $289.45万 | 3.17% | 52,290 | 38,615 | 282.4% | $213.75万 | 加仓 |
| AMZN | AMAZON COM INC | $272.08万 | 2.98% | 13,064 | 708 | 5.7% | $14.75万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $269.99万 | 2.96% | 27,444 | -1,654 | -5.7% | -$16.27万 | 减仓 |
| IWM | ISHARES TR | $237.00万 | 2.60% | 9,557 | -394 | -4.0% | -$9.77万 | 减仓 |
| ETN | EATON CORP PLC | $230.97万 | 2.53% | 6,458 | -1,006 | -13.5% | -$35.98万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $180.53万 | 1.98% | 113,683 | 9,045 | 8.6% | $14.36万 | 加仓 |
| PEP | PEPSICO INC | $162.68万 | 1.78% | 10,476 | -901 | -7.9% | -$13.99万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $161.84万 | 1.77% | 48,268 | -4,109 | -7.8% | -$13.78万 | 减仓 |
| — | PAYPAL HLDGS INC 看跌期权 | $159.21万 | 1.74% | 35,200 | 35,200 | — | $159.21万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $157.70万 | 1.73% | 100,317 | 7,723 | 8.3% | $12.14万 | 加仓 |
| AGG | ISHARES TR | $147.91万 | 1.62% | 14,900 | -140 | -0.9% | -$1.39万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $133.32万 | 1.46% | 3,415 | 301 | 9.7% | $11.75万 | 加仓 |
| NET | CLOUDFLARE INC | $128.63万 | 1.41% | 6,234 | 51 | 0.8% | $1.05万 | 加仓 |
| V | VISA INC | $126.47万 | 1.38% | 4,184 | -15 | -0.4% | -$4,534 | 减仓 |
| CAVA | CAVA GROUP INC | $120.80万 | 1.32% | 14,932 | -275 | -1.8% | -$2.22万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $119.55万 | 1.31% | 19,711 | -269 | -1.3% | -$1.63万 | 减仓 |
| GOOGL | ALPHABET INC | $115.86万 | 1.27% | 4,029 | -100 | -2.4% | -$2.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.76万 | 1.23% | 2,353 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $112.55万 | 1.23% | 22,421 | -1,927 | -7.9% | -$9.67万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $112.27万 | 1.23% | 26,910 | 2,750 | 11.4% | $11.47万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $112.14万 | 1.23% | 22,170 | 15,385 | 226.8% | $77.82万 | 加仓 |
| SLV | ISHARES SILVER TR | $108.34万 | 1.19% | 15,899 | -20,550 | -56.4% | -$140.03万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $106.80万 | 1.17% | 23,613 | 18,385 | 351.7% | $83.16万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $106.33万 | 1.16% | 14,782 | -213 | -1.4% | -$1.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $97.09万 | 1.06% | 2,623 | 295 | 12.7% | $10.92万 | 加仓 |
| D | DOMINION ENERGY INC | $88.66万 | 0.97% | 14,341 | 370 | 2.6% | $2.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.77万 | 0.92% | 841 | 4 | 0.5% | $3,984 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $81.89万 | 0.90% | 22,590 | -250 | -1.1% | -$9,063 | 减仓 |
| MO | ALTRIA GROUP INC | $78.98万 | 0.86% | 11,969 | 357 | 3.1% | $2.36万 | 加仓 |
| GOOG | ALPHABET INC | $76.28万 | 0.84% | 2,659 | -80 | -2.9% | -$2.29万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $76.20万 | 0.83% | 15,014 | 1,756 | 13.2% | $8.91万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $75.25万 | 0.82% | 1,506 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $74.86万 | 0.82% | 2,276 | 355 | 18.5% | $11.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $74.22万 | 0.81% | 27,685 | -850 | -3.0% | -$2.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.84万 | 0.80% | 1,120 | -89 | -7.4% | -$5.79万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $71.74万 | 0.79% | 3,673 | -60 | -1.6% | -$1.17万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $70.10万 | 0.77% | 14,115 | 14,115 | — | $70.10万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $69.33万 | 0.76% | 401 | 48 | 13.6% | $8.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $68.65万 | 0.75% | 23,600 | 23,600 | — | $68.65万 | 新建仓 |
| GDX | VANECK ETF TRUST | $68.41万 | 0.75% | 7,455 | -1,427 | -16.1% | -$13.10万 | 减仓 |
| CAT | CATERPILLAR INC | $66.80万 | 0.73% | 943 | 214 | 29.4% | $15.16万 | 加仓 |
| SHOP | SHOPIFY INC | $65.37万 | 0.72% | 5,511 | 14 | 0.3% | $1,661 | 加仓 |
| CHWY | CHEWY INC | $63.92万 | 0.70% | 23,674 | -2,638 | -10.0% | -$7.12万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $61.59万 | 0.67% | 5,998 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $58.53万 | 0.64% | 19,688 | 367 | 1.9% | $1.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $56.61万 | 0.62% | 12,409 | 19 | 0.2% | $867 | 加仓 |
| META | META PLATFORMS INC | $55.61万 | 0.61% | 972 | -26 | -2.6% | -$1.49万 | 减仓 |
| ORI | OLD REP INTL CORP | $55.04万 | 0.60% | 13,795 | -346 | -2.4% | -$1.38万 | 减仓 |
| DE | DEERE & CO | $54.83万 | 0.60% | 973 | 80 | 9.0% | $4.51万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.54万 | 0.60% | 1,183 | 65 | 5.8% | $3.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $54.07万 | 0.59% | 2,756 | 836 | 43.5% | $16.40万 | 加仓 |
| MCD | MCDONALDS CORP | $53.92万 | 0.59% | 1,735 | -15 | -0.9% | -$4,662 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $53.69万 | 0.59% | 5,565 | 1,935 | 53.3% | $18.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $53.03万 | 0.58% | 2,607 | -35 | -1.3% | -$7,120 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.91万 | 0.58% | 18,459 | -550 | -2.9% | -$1.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.43万 | 0.56% | 20,012 | 5,971 | 42.5% | $15.34万 | 加仓 |
| PFE | PFIZER INC | $50.38万 | 0.55% | 17,941 | -340 | -1.9% | -$9,547 | 减仓 |
| MMM | 3M CO | $48.61万 | 0.53% | 3,347 | -15 | -0.4% | -$2,178 | 减仓 |
| RDN | RADIAN GROUP INC | $47.64万 | 0.52% | 14,400 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $45.03万 | 0.49% | 1,906 | -50 | -2.6% | -$1.18万 | 减仓 |
| VB | VANGUARD INDEX FDS | $43.98万 | 0.48% | 1,679 | 4 | 0.2% | $1,048 | 加仓 |
| SLB | SLB LIMITED | $43.93万 | 0.48% | 8,549 | -200 | -2.3% | -$1.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $42.75万 | 0.47% | 1,749 | -50 | -2.8% | -$1.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $41.27万 | 0.45% | 1,437 | 476 | 49.5% | $13.67万 | 加仓 |
| BA | BOEING CO | $40.80万 | 0.45% | 2,050 | 2,050 | — | $40.80万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $38.68万 | 0.42% | 5,443 | -800 | -12.8% | -$5.68万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $36.78万 | 0.40% | 1,217 | 499 | 69.5% | $15.08万 | 加仓 |
| NOW | SERVICENOW INC | $36.28万 | 0.40% | 3,470 | 3,470 | — | $36.28万 | 新建仓 |
| RTX | RTX CORPORATION | $36.15万 | 0.40% | 1,874 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $34.98万 | 0.38% | 26,564 | -1,531 | -5.4% | -$2.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.31万 | 0.38% | 10,711 | -250 | -2.3% | -$8,008 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.30万 | 0.38% | 2,617 | -5 | -0.2% | -$655 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $33.84万 | 0.37% | 72,000 | 4,000 | 5.9% | $1.88万 | 加仓 |
| B | BARRICK MNG CORP | $33.26万 | 0.36% | 8,153 | -685 | -7.8% | -$2.79万 | 减仓 |
| ZTS | ZOETIS INC | $32.57万 | 0.36% | 2,755 | 232 | 9.2% | $2.74万 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.60万 | 0.35% | 1,375 | -200 | -12.7% | -$4.60万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $31.37万 | 0.34% | 7,875 | -550 | -6.5% | -$2.19万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $31.12万 | 0.34% | 2,377 | 2 | 0.1% | $262 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $30.82万 | 0.34% | 510 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $30.66万 | 0.34% | 3,181 | -110 | -3.3% | -$1.06万 | 减仓 |
| HUBS | HUBSPOT INC | $30.39万 | 0.33% | 1,245 | 336 | 37.0% | $8.20万 | 加仓 |
| VPU | VANGUARD WORLD FD | $29.72万 | 0.33% | 1,500 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $29.54万 | 0.32% | 5,125 | 5,125 | — | $29.54万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $29.11万 | 0.32% | 4,478 | -197 | -4.2% | -$1.28万 | 重新持有 |
| ZS | ZSCALER INC | $28.79万 | 0.32% | 2,052 | -89 | -4.2% | -$1.25万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.26万 | 0.31% | 3,665 | 3,665 | — | $28.26万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $28.07万 | 0.31% | 3,125 | 3,125 | — | $28.07万 | 新建仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $27.53万 | 0.30% | 5,240 | 1,370 | 35.4% | $7.20万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $27.10万 | 0.30% | 52,220 | 10,320 | 24.6% | $5.36万 | 加仓 |
| ITOT | ISHARES TR | $27.10万 | 0.30% | 1,903 | 116 | 6.5% | $1.65万 | 加仓 |
| VHT | VANGUARD WORLD FD | $26.08万 | 0.29% | 958 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $26.08万 | 0.29% | 4,937 | 10 | 0.2% | $528 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.46万 | 0.28% | 941 | -39 | -4.0% | -$1.06万 | 减仓 |
| KO | COCA COLA CO | $25.41万 | 0.28% | 3,341 | -10 | -0.3% | -$761 | 减仓 |
| GSK | GSK PLC | $22.38万 | 0.25% | 4,055 | -90 | -2.2% | -$4,967 | 减仓 |
| VNOM | VIPER ENERGY INC | $22.32万 | 0.24% | 4,750 | 4,750 | — | $22.32万 | 新建仓 |