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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.68万 | 0.02% | 454 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORPORATION | $3.68万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $3.69万 | 0.02% | 1,387 | 2 | 0.1% | $53 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $3.74万 | 0.02% | 497 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INCORPORATED | $3.76万 | 0.02% | 1,023 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $3.77万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $3.85万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORPORATION CLASS A | $3.86万 | 0.02% | 444 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $3.88万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $3.89万 | 0.02% | 297 | 103 | 53.1% | $1.35万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $3.89万 | 0.02% | 829 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $3.90万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $3.90万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $3.91万 | 0.02% | 534 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INCORPORATED | $3.91万 | 0.02% | 88 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $3.93万 | 0.02% | 65 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INCORPORATED | $3.93万 | 0.02% | 368 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $3.96万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $3.98万 | 0.02% | 773 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INCORPORATED | $3.99万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.99万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $4.09万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $4.12万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INCORPORATED | $4.18万 | 0.03% | 77 | 24 | 45.3% | $1.30万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW (CANADA) | $4.20万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INCORPORATED | $4.21万 | 0.03% | 178 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | $4.21万 | 0.03% | 1,678 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORPORATION | $4.21万 | 0.03% | 47 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $4.21万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $4.33万 | 0.03% | 240 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORPORATION | $4.33万 | 0.03% | 50 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | $4.38万 | 0.03% | 1,957 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.40万 | 0.03% | 958 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INCORPORATED COM NEW | $4.42万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL INCORPORATED | $4.43万 | 0.03% | 196 | -3 | -1.5% | -$678 | 减仓 |
| IR | INGERSOLL RAND INCORPORATED | $4.45万 | 0.03% | 556 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL INCORPORATED (CANADA) | $4.46万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INCORPORATED | $4.51万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION REIT | $4.53万 | 0.03% | 740 | 41 | 5.9% | $2,508 | 加仓 |
| UNM | UNUM GROUP | $4.53万 | 0.03% | 620 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INCORPORATED REIT | $4.57万 | 0.03% | 672 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTERNATIONAL CORPORATION | $4.57万 | 0.03% | 1,146 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR SP SMCP600VL ETF | $4.60万 | 0.03% | 388 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | $4.65万 | 0.03% | 1,178 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTURE | $4.66万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INCORPORATED CLASS A | $4.69万 | 0.03% | 82 | 14 | 20.6% | $8,010 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $4.70万 | 0.03% | 4,316 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTERNATIONAL INCORPORATED | $4.71万 | 0.03% | 455 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $4.72万 | 0.03% | 226 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $4.77万 | 0.03% | 485 | 274 | 129.9% | $2.70万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $4.78万 | 0.03% | 160 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | $4.79万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $4.79万 | 0.03% | 742 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORPORATION | $4.84万 | 0.03% | 348 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INCORPORATED COM NEW | $4.88万 | 0.03% | 239 | 104 | 77.0% | $2.12万 | 加仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $4.88万 | 0.03% | 381 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORPORATION (CANADA) | $4.89万 | 0.03% | 1,420 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS COMPANY | $4.92万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDUSTRIES INCORPORATED | $4.92万 | 0.03% | 1,530 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF | $4.93万 | 0.03% | 336 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORPORATION | $4.98万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $5.01万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $5.01万 | 0.03% | 382 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORPORATION | $5.09万 | 0.03% | 1,239 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INCORPORATED | $5.13万 | 0.03% | 368 | 49 | 15.4% | $6,829 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $5.17万 | 0.03% | 416 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INCORPORATED | $5.20万 | 0.03% | 508 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INCORPORATED | $5.22万 | 0.03% | 256 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $5.32万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $5.33万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | $5.35万 | 0.03% | 575 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPORATION (CANADA) | $5.45万 | 0.03% | 871 | 0 | 0.0% | — | 不变 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $5.49万 | 0.03% | 1,337 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INCORPORATED NEW | $5.49万 | 0.03% | 344 | 71 | 26.0% | $1.13万 | 加仓 |
| EGBN | EAGLE BANCORPORATION INCORPORATED | $5.50万 | 0.03% | 2,210 | -52 | -2.3% | -$1,293 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INCORPORATED | $5.51万 | 0.03% | 91 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL | $5.53万 | 0.03% | 6,390 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR CHINA LG-CAP ETF | $5.61万 | 0.03% | 1,564 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $5.63万 | 0.03% | 372 | -145 | -28.0% | -$2.20万 | 减仓 |
| BX | BLACKSTONE INCORPORATED | $5.66万 | 0.03% | 492 | -325 | -39.8% | -$3.74万 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $5.68万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $5.69万 | 0.03% | 782 | 225 | 40.4% | $1.64万 | 加仓 |
| F | FORD MTR COMPANY | $5.80万 | 0.03% | 5,026 | 0 | 0.0% | — | 不变 |
| USSG | XTRACKERS MSCI USA SELECTION EQUITY ETF | $6.06万 | 0.04% | 1,016 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $6.08万 | 0.04% | 554 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $6.11万 | 0.04% | 2,226 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $6.14万 | 0.04% | 594 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $6.20万 | 0.04% | 2,004 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $6.25万 | 0.04% | 1,085 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INCORPORATED | $6.27万 | 0.04% | 1,170 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $6.27万 | 0.04% | 690 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORPORATION | $6.42万 | 0.04% | 3,686 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INCORPORATED | $6.43万 | 0.04% | 1,750 | -118 | -6.3% | -$4,337 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6.48万 | 0.04% | 2,364 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR U.S. MED DVC ETF | $6.55万 | 0.04% | 1,228 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSOCIATION | $6.57万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $6.62万 | 0.04% | 1,454 | -609 | -29.5% | -$2.77万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $6.62万 | 0.04% | 1,801 | -32 | -1.7% | -$1,176 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $6.65万 | 0.04% | 1,218 | -48 | -3.8% | -$2,623 | 减仓 |
| CVS | CVS HEALTH CORPORATION | $6.66万 | 0.04% | 928 | 0 | 0.0% | — | 不变 |