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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $14.11万 | 0.08% | 1,782 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS COMPANY | $14.39万 | 0.09% | 1,932 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $14.45万 | 0.09% | 2,550 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA) | $14.63万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| VOTE | TCW TRANSFORM 500 ETF | $14.77万 | 0.09% | 1,936 | -127 | -6.2% | -$9,690 | 减仓 |
| DFNL | DAVIS SELECT FINANCIAL ETF | $14.80万 | 0.09% | 3,300 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD (IRELAND) | $14.90万 | 0.09% | 674 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR S&P 500 VAL ETF | $15.10万 | 0.09% | 715 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $15.19万 | 0.09% | 3,404 | -826 | -19.5% | -$3.69万 | 减仓 |
| CL | COLGATE PALMOLIVE COMPANY | $15.37万 | 0.09% | 1,803 | 0 | 0.0% | — | 不变 |
| — | ASTORIA REAL ASSETS ETF | $15.46万 | 0.09% | 7,435 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $15.58万 | 0.09% | 437 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED | $15.70万 | 0.09% | 480 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $15.79万 | 0.09% | 3,522 | 6 | 0.2% | $269 | 加仓 |
| IQV | IQVIA HLDGS INCORPORATED | $15.91万 | 0.10% | 933 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $15.91万 | 0.10% | 1,403 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $15.99万 | 0.10% | 4,628 | 56 | 1.2% | $1,935 | 加仓 |
| NXT | NEXTPOWER INCORPORATED CLASS A COM | $16.00万 | 0.10% | 1,327 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE SWITZERLAND ETF | $16.06万 | 0.10% | 3,960 | 2,125 | 115.8% | $8.62万 | 加仓 |
| XEL | XCEL ENERGY INCORPORATED | $16.29万 | 0.10% | 2,051 | -1 | -0.0% | -$79 | 减仓 |
| USMV | ISHARES TR MSCI USA MIN VOL | $16.53万 | 0.10% | 1,782 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTERNATIONAL INCORPORATED | $16.55万 | 0.10% | 605 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $16.83万 | 0.10% | 1,402 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR CORE S&P TTL STK | $17.01万 | 0.10% | 1,194 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $17.04万 | 0.10% | 478 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $17.28万 | 0.10% | 2,096 | -631 | -23.1% | -$5.20万 | 减仓 |
| WAB | WABTEC | $17.29万 | 0.10% | 692 | -7 | -1.0% | -$1,749 | 减仓 |
| PFE | PFIZER INCORPORATED | $17.33万 | 0.10% | 6,172 | -26 | -0.4% | -$730 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $17.80万 | 0.11% | 575 | 51 | 9.7% | $1.58万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $17.82万 | 0.11% | 1,083 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $17.90万 | 0.11% | 274 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $17.98万 | 0.11% | 8,097 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INCORPORATED | $18.13万 | 0.11% | 2,350 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INCORPORATED | $18.13万 | 0.11% | 1,408 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INCORPORATED | $18.35万 | 0.11% | 584 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INCORPORATED | $18.44万 | 0.11% | 800 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $18.56万 | 0.11% | 1,032 | 0 | 0.0% | — | 不变 |
| — | INVESCO MSCI SUSTAINABLE FUTURE ETF | $18.73万 | 0.11% | 3,950 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $18.78万 | 0.11% | 1,932 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $18.83万 | 0.11% | 3,933 | 43 | 1.1% | $2,059 | 加仓 |
| TRGP | TARGA RES CORPORATION | $19.08万 | 0.11% | 761 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INCORPORATED | $19.24万 | 0.12% | 452 | -2 | -0.4% | -$852 | 减仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $19.83万 | 0.12% | 419 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $19.89万 | 0.12% | 735 | 14 | 1.9% | $3,788 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $20.44万 | 0.12% | 637 | 4 | 0.6% | $1,283 | 加仓 |
| KO | COCA COLA COMPANY | $20.84万 | 0.13% | 2,740 | 204 | 8.0% | $1.55万 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | $20.88万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $21.15万 | 0.13% | 5,009 | -7 | -0.1% | -$296 | 减仓 |
| ITRI | ITRON INCORPORATED | $21.17万 | 0.13% | 2,362 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $21.72万 | 0.13% | 1,252 | 0 | 0.0% | — | 不变 |
| — | INVESCO GLOBAL WATER RESOURCES ETF | $21.84万 | 0.13% | 5,030 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $22.08万 | 0.13% | 3,302 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR US INDUSTRIALS | $22.13万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INCORPORATED | $22.20万 | 0.13% | 2,390 | 110 | 4.8% | $1.02万 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $22.20万 | 0.13% | 1,039 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INCORPORATED | $22.70万 | 0.14% | 1,490 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $22.80万 | 0.14% | 1,119 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORPORATION | $22.92万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INCORPORATED. | $22.92万 | 0.14% | 2,518 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INCORPORATED. | $23.27万 | 0.14% | 2,420 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $23.36万 | 0.14% | 5,294 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $23.42万 | 0.14% | 1,867 | -287 | -13.3% | -$3.60万 | 减仓 |
| AMGN | AMGEN INCORPORATED | $23.43万 | 0.14% | 666 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $23.52万 | 0.14% | 1,199 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $23.73万 | 0.14% | 1,141 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $23.88万 | 0.14% | 1,039 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $24.10万 | 0.14% | 560 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTERNATIONAL INCORPORATED | $24.50万 | 0.15% | 3,752 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $25.21万 | 0.15% | 1,286 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR CORE 60/40 BALAN | $25.28万 | 0.15% | 3,928 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.42万 | 0.15% | 2,476 | 75 | 3.1% | $7,700 | 加仓 |
| IXC | ISHARES TR GLOBAL ENERG ETF | $26.13万 | 0.16% | 4,535 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $26.14万 | 0.16% | 1,285 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $26.34万 | 0.16% | 632 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $26.50万 | 0.16% | 5,261 | 0 | 0.0% | — | 不变 |
| TREX | TREX INCORPORATED | $27.32万 | 0.16% | 7,500 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR U.S. FINLS ETF | $27.85万 | 0.17% | 2,367 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $28.51万 | 0.17% | 337 | 12 | 3.7% | $1.02万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $29.13万 | 0.17% | 1,226 | 463 | 60.7% | $11.00万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $29.21万 | 0.18% | 543 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORPORATION | $29.30万 | 0.18% | 1,413 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $29.42万 | 0.18% | 3,053 | -30 | -1.0% | -$2,891 | 减仓 |
| — | INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF | $29.74万 | 0.18% | 4,082 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $29.89万 | 0.18% | 71 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $30.03万 | 0.18% | 3,025 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $30.18万 | 0.18% | 6,114 | 1 | 0.0% | $49 | 加仓 |
| — | TCW TRANSFORM SUPPLY CHAIN ETF | $30.95万 | 0.19% | 4,397 | 112 | 2.6% | $7,883 | 加仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $31.64万 | 0.19% | 987 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CLASS A | $32.54万 | 0.20% | 651 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INCORPORATED | $32.80万 | 0.20% | 1,031 | 36 | 3.6% | $1.15万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $33.16万 | 0.20% | 927 | 39 | 4.4% | $1.39万 | 加仓 |
| BUSE | FIRST BUSEY CORPORATION COM NEW | $33.74万 | 0.20% | 13,350 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $34.12万 | 0.20% | 1,658 | 1,658 | — | $34.12万 | 新建仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $34.15万 | 0.20% | 3,772 | 233 | 6.6% | $2.11万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $34.71万 | 0.21% | 1,195 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $34.83万 | 0.21% | 5,743 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $36.73万 | 0.22% | 6,796 | 769 | 12.8% | $4.16万 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $37.36万 | 0.22% | 13,013 | -58 | -0.4% | -$1,665 | 减仓 |
| UNP | UNION PAC CORPORATION | $38.21万 | 0.23% | 1,575 | 27 | 1.7% | $6,551 | 加仓 |
| EMR | EMERSON ELEC COMPANY | $39.24万 | 0.24% | 2,995 | -41 | -1.4% | -$5,372 | 减仓 |