Millstone Evans Group, LLC
BOULDER CO · SEC CIK 0002041943
$1.85亿2026Q2 申报市值
877持仓数
38.3%前十大占比 · 第一大 8.7%
57 / 40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
IMPAX GLOBAL SU 新建仓+$1,050.66万
XLY 加仓+$36.15万
PWRD 加仓+$31.63万
XLB 加仓+$27.44万
LLY 加仓+$26.39万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$118.41万
GE 减仓-$69.07万
GOOG 减仓-$57.49万
GEV 减仓-$55.10万
BAC 减仓-$48.65万
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 |
|---|---|---|---|---|---|---|---|---|
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $189.13万 | 1.02% | 43,478 | -3,478 | -7.4% | -$15.13万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $196.77万 | 1.06% | 2,865 | -13 | -0.5% | -$8,929 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INCORPORATED | $210.04万 | 1.14% | 7,911 | -146 | -1.8% | -$3.88万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $222.13万 | 1.20% | 9,320 | -645 | -6.5% | -$15.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $244.14万 | 1.32% | 9,613 | -637 | -6.2% | -$16.18万 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $289.70万 | 1.57% | 19,055 | -284 | -1.5% | -$4.32万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $290.94万 | 1.57% | 8,141 | -501 | -5.8% | -$17.90万 | 减仓 |
| ORCL | ORACLE CORPORATION | $305.88万 | 1.65% | 20,872 | -680 | -3.2% | -$9.97万 | 减仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $325.30万 | 1.76% | 19,763 | -2,590 | -11.6% | -$42.63万 | 减仓 |
| IMCV | ISHARES TR MRGSTR MD CP VAL | $335.92万 | 1.82% | 36,762 | -1,551 | -4.0% | -$14.17万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $368.51万 | 1.99% | 11,258 | -97 | -0.9% | -$3.18万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $390.96万 | 2.12% | 11,065 | -1,627 | -12.8% | -$57.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $530.96万 | 2.87% | 10,611 | -3 | -0.0% | -$1,501 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $646.31万 | 3.50% | 17,326 | 10 | 0.1% | $3,730 | 加仓 |
| — | IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | $1,050.66万 | 5.68% | 403,194 | 403,194 | — | $1,050.66万 | 新建仓 |
| AAPL | APPLE INCORPORATED | $1,524.65万 | 8.25% | 52,690 | -4,092 | -7.2% | -$118.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,602.96万 | 8.67% | 80,112 | 320 | 0.4% | $6.40万 | 加仓 |