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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $1,441.07万 | 8.65% | 56,782 | -1 | -0.0% | -$254 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,391.57万 | 8.35% | 79,792 | -1,000 | -1.2% | -$17.44万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $641.00万 | 3.85% | 17,316 | -4 | -0.0% | -$1,481 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $508.62万 | 3.05% | 10,614 | -58 | -0.5% | -$2.78万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $364.08万 | 2.18% | 12,692 | 28 | 0.2% | $8,032 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $334.02万 | 2.00% | 11,355 | 58 | 0.5% | $1.71万 | 加仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $325.77万 | 1.95% | 22,353 | -428 | -1.9% | -$6.24万 | 减仓 |
| IMCV | ISHARES TR MRGSTR MD CP VAL | $324.84万 | 1.95% | 38,313 | -87 | -0.2% | -$7,376 | 减仓 |
| ORCL | ORACLE CORPORATION | $317.05万 | 1.90% | 21,552 | -37 | -0.2% | -$5,443 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $280.02万 | 1.68% | 19,339 | 344 | 1.8% | $4.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $250.55万 | 1.50% | 10,250 | 36 | 0.4% | $8,800 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $248.51万 | 1.49% | 8,642 | -63 | -0.7% | -$1.81万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $207.54万 | 1.25% | 9,965 | -1,152 | -10.4% | -$23.99万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $205.01万 | 1.23% | 46,956 | -87 | -0.2% | -$3,798 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INCORPORATED | $200.68万 | 1.20% | 8,057 | 1 | 0.0% | $249 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $176.46万 | 1.06% | 18,725 | 5,173 | 38.2% | $48.75万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $171.97万 | 1.03% | 2,878 | 44 | 1.6% | $2.63万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $167.27万 | 1.00% | 2,712 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INCORPORATED | $163.43万 | 0.98% | 13,586 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $159.18万 | 0.96% | 6,567 | 34 | 0.5% | $8,241 | 加仓 |
| GE | GE AEROSPACE COM NEW | $149.86万 | 0.90% | 5,281 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $147.56万 | 0.89% | 3,002 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $121.55万 | 0.73% | 1,869 | -13 | -0.7% | -$8,454 | 减仓 |
| PWRD | TCW TRANSFORM SYSTEMS ETF | $118.90万 | 0.71% | 12,162 | 1,273 | 11.7% | $12.45万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $115.83万 | 0.70% | 41,591 | -1,040 | -2.4% | -$2.90万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $114.79万 | 0.69% | 1,315 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $113.34万 | 0.68% | 36,943 | 22,299 | 152.3% | $68.41万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $107.15万 | 0.64% | 1,165 | 64 | 5.8% | $5.89万 | 加仓 |
| SBUX | STARBUCKS CORPORATION | $106.57万 | 0.64% | 11,895 | 61 | 0.5% | $5,465 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $100.27万 | 0.60% | 6,942 | 79 | 1.2% | $1.14万 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $95.48万 | 0.57% | 3,327 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORPORATION | $93.30万 | 0.56% | 3,133 | 26 | 0.8% | $7,743 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.47万 | 0.55% | 928 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $91.10万 | 0.55% | 23,443 | 13 | 0.1% | $505 | 加仓 |
| CVX | CHEVRON CORPORATION | $86.93万 | 0.52% | 4,202 | 64 | 1.5% | $1.32万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $86.79万 | 0.52% | 5,860 | 678 | 13.1% | $10.04万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $85.51万 | 0.51% | 3,448 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $80.55万 | 0.48% | 4,748 | -85 | -1.8% | -$1.44万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $80.09万 | 0.48% | 20,932 | 17,629 | 533.7% | $67.45万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $79.34万 | 0.48% | 10,225 | 38 | 0.4% | $2,948 | 加仓 |
| PEP | PEPSICO INCORPORATED | $78.95万 | 0.47% | 5,084 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $78.80万 | 0.47% | 7,019 | 2,258 | 47.4% | $25.35万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $76.12万 | 0.46% | 9,872 | 4,144 | 72.3% | $31.95万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $75.72万 | 0.45% | 3,727 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $75.23万 | 0.45% | 5,180 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $74.63万 | 0.45% | 11,929 | -260 | -2.1% | -$1.63万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $73.47万 | 0.44% | 2,431 | -57 | -2.3% | -$1.72万 | 减仓 |
| GLW | CORNING INCORPORATED | $73.33万 | 0.44% | 5,393 | 67 | 1.3% | $9,110 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $70.84万 | 0.43% | 2,342 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | $69.51万 | 0.42% | 7,499 | 1,000 | 15.4% | $9.27万 | 加仓 |
| T | AT&T INCORPORATED | $68.69万 | 0.41% | 23,694 | 522 | 2.3% | $1.51万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $67.05万 | 0.40% | 3,083 | 48 | 1.6% | $1.04万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $66.38万 | 0.40% | 3,190 | 39 | 1.2% | $8,116 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $65.21万 | 0.39% | 14,532 | -93 | -0.6% | -$4,173 | 减仓 |
| BAC | BANK AMERICA CORPORATION | $64.12万 | 0.38% | 13,152 | -185 | -1.4% | -$9,019 | 减仓 |
| WMT | WALMART INCORPORATED | $63.02万 | 0.38% | 5,071 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $60.66万 | 0.36% | 12,397 | 5,207 | 72.4% | $25.48万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $59.06万 | 0.35% | 1,385 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $58.88万 | 0.35% | 1,792 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INCORPORATED WEST VA | $55.20万 | 0.33% | 13,328 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $53.80万 | 0.32% | 1,592 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $53.11万 | 0.32% | 10,580 | -730 | -6.5% | -$3.66万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $52.42万 | 0.31% | 2,731 | -16 | -0.6% | -$3,071 | 减仓 |
| — | ADVISORSHARES FOCUSED EQUITY ETF | $52.35万 | 0.31% | 8,083 | -143 | -1.7% | -$9,261 | 减仓 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $52.09万 | 0.31% | 18,896 | 10,320 | 120.3% | $28.45万 | 加仓 |
| FLEX | FLEXTRONICS INTERNATIONAL LIMITED ORD (SINGAPORE) | $49.91万 | 0.30% | 7,625 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORPORATION | $47.61万 | 0.29% | 1,532 | 38 | 2.5% | $1.18万 | 加仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $47.52万 | 0.29% | 6,959 | -645 | -8.5% | -$4.40万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR (SWITZERLAND) | $47.38万 | 0.28% | 3,102 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INCORPORATED | $46.07万 | 0.28% | 2,468 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $45.36万 | 0.27% | 3,094 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $44.88万 | 0.27% | 3,427 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INCORPORATED | $43.18万 | 0.26% | 25,047 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $42.83万 | 0.26% | 8,462 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $42.65万 | 0.26% | 6,316 | -134 | -2.1% | -$9,049 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $42.54万 | 0.26% | 1,624 | 118 | 7.8% | $3.09万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $42.45万 | 0.25% | 11,948 | 37 | 0.3% | $1,315 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $42.43万 | 0.25% | 5,887 | -13 | -0.2% | -$937 | 减仓 |
| DE | DEERE & COMPANY | $42.36万 | 0.25% | 752 | 13 | 1.8% | $7,323 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $41.71万 | 0.25% | 955 | 223 | 30.5% | $9.74万 | 加仓 |
| TGT | TARGET CORPORATION | $41.40万 | 0.25% | 3,416 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INCORPORATED | $40.55万 | 0.24% | 1,233 | 22 | 1.8% | $7,236 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $40.50万 | 0.24% | 1,883 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $39.58万 | 0.24% | 4,568 | -212 | -4.4% | -$1.84万 | 减仓 |
| EMR | EMERSON ELEC COMPANY | $39.24万 | 0.24% | 2,995 | -41 | -1.4% | -$5,372 | 减仓 |
| UNP | UNION PAC CORPORATION | $38.21万 | 0.23% | 1,575 | 27 | 1.7% | $6,551 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $37.36万 | 0.22% | 13,013 | -58 | -0.4% | -$1,665 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $36.73万 | 0.22% | 6,796 | 769 | 12.8% | $4.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $34.83万 | 0.21% | 5,743 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $34.71万 | 0.21% | 1,195 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $34.15万 | 0.20% | 3,772 | 233 | 6.6% | $2.11万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $34.12万 | 0.20% | 1,658 | 1,658 | — | $34.12万 | 新建仓 |
| BUSE | FIRST BUSEY CORPORATION COM NEW | $33.74万 | 0.20% | 13,350 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $33.16万 | 0.20% | 927 | 39 | 4.4% | $1.39万 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $32.80万 | 0.20% | 1,031 | 36 | 3.6% | $1.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $32.54万 | 0.20% | 651 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS COMPANY | $31.64万 | 0.19% | 987 | 0 | 0.0% | — | 不变 |
| — | TCW TRANSFORM SUPPLY CHAIN ETF | $30.95万 | 0.19% | 4,397 | 112 | 2.6% | $7,883 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $30.18万 | 0.18% | 6,114 | 1 | 0.0% | $49 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $30.03万 | 0.18% | 3,025 | 0 | 0.0% | — | 不变 |