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 |
|---|---|---|---|---|---|---|---|---|
| JSTC | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | $7,939 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $7,965 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORPORATION | $7,978 | 0.00% | 303 | 151 | 99.3% | $3,976 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INCORPORATED | $8,050 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $8,249 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ADSE | ADS TEC ENERGY PLC SHS (IRELAND) | $8,288 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INCORPORATED | $8,376 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $8,400 | 0.00% | 173 | 1 | 0.6% | $49 | 加仓 |
| MP | MP MATERIALS CORPORATION COM CLASS A | $8,402 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC (CANADA) | $8,449 | 0.00% | 74 | 74 | — | $8,449 | 新建仓 |
| EVRG | EVERGY INCORPORATED | $8,470 | 0.00% | 98 | 10 | 11.4% | $864 | 加仓 |
| GUNR | FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM | $8,575 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $8,619 | 0.00% | 63 | 10 | 18.9% | $1,368 | 加仓 |
| ACWI | ISHARES TR MSCI ACWI ETF | $8,633 | 0.00% | 55 | 28 | 103.7% | $4,395 | 加仓 |
| OMC | OMNICOM GROUP INCORPORATED | $8,740 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $8,750 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | HIGH INCOME SECS FD SHS BEN INT | $8,752 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR EAFE GRWTH ETF | $8,958 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $9,021 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SML 600 GWT | $9,287 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $9,347 | 0.01% | 193 | 5 | 2.7% | $242 | 加仓 |
| TROW | PRICE T ROWE GROUP INCORPORATED | $9,436 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $9,555 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INCORPORATED CLASS A | $9,617 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INCORPORATED | $9,789 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INCORPORATED | $9,841 | 0.01% | 994 | 994 | — | $9,841 | 新建仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $9,901 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $9,975 | 0.01% | 277 | -194 | -41.2% | -$6,986 | 减仓 |
| IR | INGERSOLL RAND INCORPORATED | $1.02万 | 0.01% | 125 | -431 | -77.5% | -$3.53万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.03万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $1.04万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & COMPANY COMMON STOCK | $1.05万 | 0.01% | 778 | -84 | -9.7% | -$1,137 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $1.07万 | 0.01% | 87 | 17 | 24.3% | $2,093 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $1.08万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.08万 | 0.01% | 133 | -321 | -70.7% | -$2.61万 | 减仓 |
| BIIB | BIOGEN INCORPORATED | $1.08万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | $1.08万 | 0.01% | 1,099 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INCORPORATED | $1.09万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | $1.10万 | 0.01% | 42 | -12 | -22.2% | -$3,137 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $1.12万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $1.12万 | 0.01% | 186 | -466 | -71.5% | -$2.81万 | 减仓 |
| NNN | NNN REIT INCORPORATED REIT | $1.13万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $1.15万 | 0.01% | 137 | -50 | -26.7% | -$4,179 | 减仓 |
| PGR | PROGRESSIVE CORPORATION | $1.16万 | 0.01% | 53 | 10 | 23.3% | $2,185 | 加仓 |
| MICC | MAGNUM ICE CREAM COMPANY NV ORD SHS (NETHERLANDS) | $1.16万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR ESG ADVNCD HY BD | $1.17万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1.18万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INCORPORATED | $1.19万 | 0.01% | 120 | 5 | 4.3% | $496 | 加仓 |
| MLAB | MESA LABS INCORPORATED | $1.19万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT (FRANCE) | $1.20万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR MSCI INTL VLU FT | $1.20万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS (SWITZERLAND) | $1.20万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INCORPORATED | $1.20万 | 0.01% | 144 | 77 | 114.9% | $6,431 | 加仓 |
| SRE | SEMPRA | $1.21万 | 0.01% | 131 | 11 | 9.2% | $1,020 | 加仓 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $1.22万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.23万 | 0.01% | 105 | -43 | -29.1% | -$5,017 | 减仓 |
| IT | GARTNER INCORPORATED | $1.23万 | 0.01% | 95 | 60 | 171.4% | $7,777 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND | $1.24万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $1.25万 | 0.01% | 200 | 200 | — | $1.25万 | 新建仓 |
| LSGR | NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF | $1.28万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORPORATION | $1.28万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING COMPANY CLASS A REIT | $1.31万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORPORATION COM CLASS A | $1.32万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.35万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INCORPORATED | $1.38万 | 0.01% | 160 | 80 | 100.0% | $6,887 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.38万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INCORPORATED COM CLASS A | $1.39万 | 0.01% | 774 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $1.39万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $1.45万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORPORATION | $1.45万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS INCORPORATED | $1.46万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $1.46万 | 0.01% | 117 | 9 | 8.3% | $1,120 | 加仓 |
| CRAI | CRA INTERNATIONAL INCORPORATED | $1.47万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $1.47万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTERNATIONAL INCORPORATED CLASS A | $1.48万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $1.50万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYSTEMS INCORPORATED CLASS A | $1.50万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORPORATION COM NEW | $1.51万 | 0.01% | 50 | 50 | — | $1.51万 | 新建仓 |
| AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $1.51万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ENERGY & RES TR | $1.53万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORPORATION | $1.53万 | 0.01% | 30 | 1 | 3.4% | $509 | 加仓 |
| NEOG | NEOGEN CORPORATION | $1.55万 | 0.01% | 1,720 | 1,524 | 777.6% | $1.37万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.55万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $1.58万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $1.58万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INCORPORATED | $1.59万 | 0.01% | 14 | 2 | 16.7% | $2,266 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INCORPORATED | $1.60万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $1.60万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $1.61万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INCORPORATED | $1.62万 | 0.01% | 486 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED | $1.66万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INCORPORATED CLASS A | $1.67万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INCORPORATED | $1.68万 | 0.01% | 262 | 197 | 303.1% | $1.26万 | 加仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $1.69万 | 0.01% | 923 | 0 | 0.0% | — | 不变 |
| IUS | INVESCO STRATEGIC US | $1.71万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYSTEMS INCORPORATED | $1.72万 | 0.01% | 83 | 72 | 654.5% | $1.49万 | 加仓 |
| ASH | ASHLAND INCORPORATED | $1.73万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $1.73万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $1.74万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INCORPORATED | $1.75万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |