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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $698.67万 | 5.63% | 51,600 | 41,124 | 392.6% | $556.82万 | 加仓 |
| IEF | ISHARES TR | $654.42万 | 5.27% | 69,200 | 11,355 | 19.6% | $107.38万 | 加仓 |
| TLT | ISHARES TR | $460.54万 | 3.71% | 53,291 | 7,443 | 16.2% | $64.32万 | 加仓 |
| AAPL | APPLE INC | $377.95万 | 3.04% | 13,062 | -179 | -1.4% | -$5.18万 | 减仓 |
| ETN | EATON CORP PLC | $335.48万 | 2.70% | 7,873 | 1,415 | 21.9% | $60.29万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $330.53万 | 2.66% | 59,900 | 7,610 | 14.6% | $41.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $329.61万 | 2.66% | 56,634 | 1,947 | 3.6% | $11.33万 | 加仓 |
| AMZN | AMAZON COM INC | $320.14万 | 2.58% | 13,432 | 368 | 2.8% | $8.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $288.15万 | 2.32% | 26,804 | -640 | -2.3% | -$6.88万 | 减仓 |
| IWM | ISHARES TR | $258.53万 | 2.08% | 8,605 | -952 | -10.0% | -$28.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $251.16万 | 2.02% | 7,673 | 7,673 | — | $251.16万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $232.99万 | 1.88% | 3,053 | -362 | -10.6% | -$27.63万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $220.03万 | 1.77% | 24,000 | 24,000 | — | $220.03万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $204.08万 | 1.64% | 113,823 | 140 | 0.1% | $2,510 | 加仓 |
| MSFT | MICROSOFT CORP | $201.55万 | 1.62% | 5,403 | 2,780 | 106.0% | $103.70万 | 加仓 |
| HD | HOME DEPOT INC | $161.15万 | 1.30% | 4,569 | 2,293 | 100.7% | $80.88万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $153.85万 | 1.24% | 48,124 | -144 | -0.3% | -$4,604 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $148.32万 | 1.19% | 29,301 | 7,131 | 32.2% | $36.10万 | 加仓 |
| AGG | ISHARES TR | $143.77万 | 1.16% | 14,525 | -375 | -2.5% | -$3.71万 | 减仓 |
| NET | CLOUDFLARE INC | $143.59万 | 1.16% | 5,854 | -380 | -6.1% | -$9.32万 | 减仓 |
| V | VISA INC | $143.22万 | 1.15% | 4,174 | -10 | -0.2% | -$3,431 | 减仓 |
| GOOGL | ALPHABET INC | $141.67万 | 1.14% | 3,964 | -65 | -1.6% | -$2.32万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $134.61万 | 1.08% | 23,361 | 3,650 | 18.5% | $21.03万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $133.49万 | 1.08% | 99,177 | -1,140 | -1.1% | -$1.53万 | 减仓 |
| LLY | ELI LILLY & CO | $130.02万 | 1.05% | 1,084 | 1,084 | — | $130.02万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $117.74万 | 0.95% | 25,803 | -1,107 | -4.1% | -$5.05万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $116.85万 | 0.94% | 23,375 | 9,260 | 65.6% | $46.29万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $115.84万 | 0.93% | 8,467 | 5,850 | 223.5% | $80.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $115.79万 | 0.93% | 2,314 | -39 | -1.7% | -$1.95万 | 减仓 |
| SLV | ISHARES SILVER TR | $114.11万 | 0.92% | 21,340 | 5,441 | 34.2% | $29.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $111.90万 | 0.90% | 15,507 | 725 | 4.9% | $5.23万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $107.55万 | 0.87% | 3,673 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $105.57万 | 0.85% | 13,452 | -1,480 | -9.9% | -$11.62万 | 减仓 |
| PPG | PPG INDS INC | $103.27万 | 0.83% | 8,514 | 8,514 | — | $103.27万 | 新建仓 |
| MO | ALTRIA GROUP INC | $101.50万 | 0.82% | 14,107 | 2,138 | 17.9% | $15.38万 | 加仓 |
| D | DOMINION ENERGY INC | $95.89万 | 0.77% | 14,041 | -300 | -2.1% | -$2.05万 | 减仓 |
| ORI | OLD REP INTL CORP | $95.78万 | 0.77% | 23,406 | 9,611 | 69.7% | $39.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.57万 | 0.77% | 22,572 | 151 | 0.7% | $6,393 | 加仓 |
| ALL | ALLSTATE CORP | $92.80万 | 0.75% | 3,900 | 3,900 | — | $92.80万 | 新建仓 |
| GOOG | ALPHABET INC | $92.71万 | 0.75% | 2,624 | -35 | -1.3% | -$1.24万 | 减仓 |
| META | META PLATFORMS INC | $90.98万 | 0.73% | 1,615 | 643 | 66.2% | $36.22万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $88.91万 | 0.72% | 22,340 | -250 | -1.1% | -$9,950 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.80万 | 0.71% | 1,097 | -23 | -2.1% | -$1.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $86.15万 | 0.69% | 1,483 | -1,124 | -43.1% | -$65.29万 | 减仓 |
| MELI | MERCADOLIBRE INC | $85.89万 | 0.69% | 506 | 105 | 26.2% | $17.82万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $83.90万 | 0.68% | 9,246 | 3,248 | 54.2% | $29.47万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $81.56万 | 0.66% | 16,084 | 1,070 | 7.1% | $5.43万 | 加仓 |
| MMM | 3M CO | $78.48万 | 0.63% | 4,847 | 1,500 | 44.8% | $24.29万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $76.48万 | 0.62% | 17,711 | -5,902 | -25.0% | -$25.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $76.33万 | 0.61% | 23,750 | 150 | 0.6% | $4,821 | 加仓 |
| SYK | STRYKER CORPORATION | $76.00万 | 0.61% | 2,414 | 2,414 | — | $76.00万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.38万 | 0.61% | 806 | -35 | -4.2% | -$3.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $73.97万 | 0.60% | 1,860 | 677 | 57.2% | $26.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $72.83万 | 0.59% | 3,342 | 586 | 21.3% | $12.77万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.83万 | 0.59% | 1,418 | -88 | -5.8% | -$4.52万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $72.80万 | 0.59% | 6,632 | 1,067 | 19.2% | $11.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $72.45万 | 0.58% | 4,941 | 4,941 | — | $72.45万 | 新建仓 |
| ZTS | ZOETIS INC | $72.39万 | 0.58% | 10,074 | 7,319 | 265.7% | $52.59万 | 加仓 |
| SHOP | SHOPIFY INC | $68.86万 | 0.55% | 6,031 | 520 | 9.4% | $5.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.62万 | 0.53% | 22,925 | -4,760 | -17.2% | -$13.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $64.43万 | 0.52% | 3,887 | 3,887 | — | $64.43万 | 新建仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $62.32万 | 0.50% | 23,200 | 23,200 | — | $62.32万 | 新建仓 |
| GDX | VANECK ETF TRUST | $61.92万 | 0.50% | 8,207 | 752 | 10.1% | $5.67万 | 加仓 |
| DE | DEERE & CO | $61.75万 | 0.50% | 973 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $60.87万 | 0.49% | 2,472 | 2,472 | — | $60.87万 | 新建仓 |
| CAT | CATERPILLAR INC | $60.59万 | 0.49% | 569 | -374 | -39.7% | -$39.82万 | 减仓 |
| ABBV | ABBVIE INC | $59.04万 | 0.48% | 2,346 | 2,346 | — | $59.04万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $57.22万 | 0.46% | 20,162 | 150 | 0.7% | $4,257 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.95万 | 0.46% | 17,959 | -500 | -2.7% | -$1.59万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $56.45万 | 0.45% | 12,409 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $56.24万 | 0.45% | 5,665 | 2,195 | 63.3% | $21.79万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $54.64万 | 0.44% | 3,020 | 3,020 | — | $54.64万 | 新建仓 |
| MCD | MCDONALDS CORP | $54.49万 | 0.44% | 2,016 | 281 | 16.2% | $7.60万 | 加仓 |
| RDN | RADIAN GROUP INC | $54.24万 | 0.44% | 14,400 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $51.91万 | 0.42% | 2,587 | 2,587 | — | $51.91万 | 新建仓 |
| CSX | CSX CORP | $50.67万 | 0.41% | 10,660 | 10,660 | — | $50.67万 | 新建仓 |
| — | EXXON MOBIL CORP | $50.61万 | 0.41% | 3,702 | 1,991 | 116.4% | $27.22万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $50.40万 | 0.41% | 6,255 | 507 | 8.8% | $4.08万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $50.18万 | 0.40% | 61,880 | 9,660 | 18.5% | $7.83万 | 加仓 |
| CHWY | CHEWY INC | $48.80万 | 0.39% | 24,834 | 1,160 | 4.9% | $2.28万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $48.16万 | 0.39% | 1,317 | 100 | 8.2% | $3.66万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $46.28万 | 0.37% | 4,917 | -526 | -9.7% | -$4.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.15万 | 0.35% | 1,699 | -50 | -2.9% | -$1.27万 | 减仓 |
| PFE | PFIZER INC | $43.08万 | 0.35% | 17,891 | -50 | -0.3% | -$1,204 | 减仓 |
| LOW | LOWES COS INC | $42.03万 | 0.34% | 1,906 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $38.71万 | 0.31% | 931 | -10 | -1.1% | -$4,158 | 减仓 |
| MPC | MARATHON PETE CORP | $38.35万 | 0.31% | 1,500 | 1,500 | — | $38.35万 | 新建仓 |
| SLB | SLB LIMITED | $38.23万 | 0.31% | 8,224 | -325 | -3.8% | -$1.51万 | 减仓 |
| OLN | OLIN CORP | $37.07万 | 0.30% | 18,706 | -982 | -5.0% | -$1.95万 | 减仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $36.54万 | 0.29% | 6,860 | 1,620 | 30.9% | $8.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.39万 | 0.29% | 10,711 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $35.56万 | 0.29% | 1,874 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $34.89万 | 0.28% | 1,691 | 1,691 | — | $34.89万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $34.75万 | 0.28% | 4,065 | 400 | 10.9% | $3.42万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $32.85万 | 0.26% | 5,679 | 554 | 10.8% | $3.20万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $31.88万 | 0.26% | 85,000 | 13,000 | 18.1% | $4.88万 | 加仓 |
| ITOT | ISHARES TR | $31.31万 | 0.25% | 1,906 | 3 | 0.2% | $493 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $31.24万 | 0.25% | 3,485 | 360 | 11.5% | $3.23万 | 加仓 |
| WM | WASTE MGMT INC DEL | $30.65万 | 0.25% | 1,375 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $30.21万 | 0.24% | 3,567 | 1,000 | 39.0% | $8.47万 | 加仓 |