Millstone Evans Group, LLC
BOULDER CO · SEC CIK 0002041943
$1.67亿2026Q1 申报市值
856持仓数
35.6%前十大占比 · 第一大 8.6%
23 / 24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
SCHD 加仓+$68.41万
FNDE 加仓+$67.45万
VYMI 加仓+$48.75万
VXF 新建仓+$34.12万
VXUS 加仓+$31.95万
2026Q1 卖出最多 按季末市值估算
WESTERN COPPER & 清仓-$69.13万
SCHP 清仓-$47.03万
AMZN 减仓-$23.99万
CULLEN ENHANCED 清仓-$19.00万
NVDA 减仓-$17.44万
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 |
|---|---|---|---|---|---|---|---|---|
| KNX | KNIGHT-SWIFT TRANSN HLDGS INCORPORATED CLASS A | $3,915 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR (FRANCE) | $3,951 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INCORPORATED COM NEW | $3,971 | 0.00% | 365 | 365 | — | $3,971 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3,972 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INCORPORATED CLASS A | $3,972 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INCORPORATED | $3,995 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORPORATION NEW COM SHS (CANADA) | $4,029 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORPORATION CLASS A COM | $4,030 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| VFC | V F CORPORATION | $4,129 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INCORPORATED COM NEW (PUERTO RICO) | $4,159 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INCORPORATED CLASS A | $4,199 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INCORPORATED | $4,200 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INCORPORATED | $4,239 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INCORPORATED COM CLASS A REIT | $4,340 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LIMITED (BERMUDA) | $4,400 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INCORPORATED | $4,420 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $4,434 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $4,434 | 0.00% | 84 | 20 | 31.2% | $1,056 | 加仓 |
| LKQ | LKQ CORPORATION | $4,464 | 0.00% | 152 | -159 | -51.1% | -$4,670 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INCORPORATED | $4,495 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $4,540 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INCORPORATED REIT | $4,547 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORPORATION | $4,548 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INCORPORATED COM CLASS A | $4,671 | 0.00% | 900 | -250 | -21.7% | -$1,298 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A (UNITED KINGDOM) | $4,701 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INCORPORATED | $4,759 | 0.00% | 24 | 24 | — | $4,759 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL | $4,764 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORPORATION | $4,788 | 0.00% | 15 | 15 | — | $4,788 | 新建仓 |
| MEDP | MEDPACE HLDGS INCORPORATED | $4,802 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INCORPORATED | $4,842 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORPORATION | $4,847 | 0.00% | 82 | -53 | -39.3% | -$3,133 | 减仓 |
| ON | ON SEMICONDUCTOR CORPORATION | $4,892 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP CLASS A EX SUB VTG (CANADA) | $4,899 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| — | MATTHEWS ASIA FUNDS EMERGING MARKETS | $4,903 | 0.00% | 132 | 132 | — | $4,903 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) | $4,914 | 0.00% | 61 | -4 | -6.2% | -$322 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INCORPORATED | $4,925 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INCORPORATED | $4,938 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| GAP | GAP INCORPORATED | $4,985 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INCORPORATED | $5,009 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| MDIV | FIRST TRUST MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5,013 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INCORPORATED CLASS A | $5,066 | 0.00% | 100 | 100 | — | $5,066 | 新建仓 |
| SNPS | SYNOPSYS INCORPORATED | $5,154 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & COMPANY COMMON STOCK | $5,163 | 0.00% | 862 | -830 | -49.1% | -$4,971 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORPORATION | $5,282 | 0.00% | 1,195 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES INCORPORATED | $5,319 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORPORATION | $5,322 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $5,359 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INCORPORATED | $5,395 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5,497 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INCORPORATED | $5,542 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEMICAL COMPANY | $5,648 | 0.00% | 74 | -25 | -25.3% | -$1,908 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT REIT | $5,666 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S&P REIT INDEX FUND | $5,692 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP (LIBERIA) | $5,779 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $5,790 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS (UNITED KINGDOM) | $5,926 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INCORPORATED | $5,942 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INCORPORATED CLASS A COM | $6,036 | 0.00% | 2,012 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INCORPORATED | $6,170 | 0.00% | 757 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INCORPORATED CLASS A NEW | $6,240 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK (CURACAO) | $6,270 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $6,518 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORPORATION | $6,608 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INCORPORATED CLASS A | $6,628 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORPORATION | $6,629 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INCORPORATED | $6,762 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| JSTC | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | $6,763 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $6,947 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $6,954 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BBH | VANECK BIOTECH ETF | $6,957 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INCORPORATED | $7,001 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $7,053 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INCORPORATED UNIT 11/01/27 | $7,093 | 0.00% | 135 | 60 | 80.0% | $3,152 | 加仓 |
| ETR | ENTERGY CORPORATION NEW | $7,191 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INCORPORATED | $7,209 | 0.00% | 88 | 40 | 83.3% | $3,277 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INCORPORATED | $7,234 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORPORATION COM CLASS A | $7,239 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $7,305 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $7,402 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADSE | ADS TEC ENERGY PLC SHS (IRELAND) | $7,475 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $7,482 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS HENDERSON MORTGAGE BACKED SECURITIES ETF | $7,500 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SML 600 GWT | $7,525 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR IBOXX HI YD ETF | $7,558 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | TORTOISE GLOBAL WATER ETF | $7,563 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $7,610 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORPORATION COM SHS | $7,693 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $7,801 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORPORATION | $7,899 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $7,974 | 0.00% | 172 | 172 | — | $7,974 | 新建仓 |
| PNR | PENTAIR PLC SHS (IRELAND) | $8,014 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR EAFE GRWTH ETF | $8,019 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INCORPORATED DEL | $8,047 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B (CHILE) | $8,094 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES COMPANY MTN BE CLASS A | $8,373 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR (NORWAY) | $8,440 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORPORATION | $8,524 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS INCORPORATED | $8,676 | 0.01% | 119 | 119 | — | $8,676 | 新建仓 |
| URI | UNITED RENTALS INCORPORATED | $8,743 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES REIT | $8,795 | 0.01% | 421 | 0 | 0.0% | — | 不变 |