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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,602.96万 | 8.67% | 80,112 | 320 | 0.4% | $6.40万 | 加仓 |
| AAPL | APPLE INCORPORATED | $1,524.65万 | 8.25% | 52,690 | -4,092 | -7.2% | -$118.41万 | 减仓 |
| — | IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | $1,050.66万 | 5.68% | 403,194 | 403,194 | — | $1,050.66万 | 新建仓 |
| MSFT | MICROSOFT CORPORATION | $646.31万 | 3.50% | 17,326 | 10 | 0.1% | $3,730 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $530.96万 | 2.87% | 10,611 | -3 | -0.0% | -$1,501 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $390.96万 | 2.12% | 11,065 | -1,627 | -12.8% | -$57.49万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $368.51万 | 1.99% | 11,258 | -97 | -0.9% | -$3.18万 | 减仓 |
| IMCV | ISHARES TR MRGSTR MD CP VAL | $335.92万 | 1.82% | 36,762 | -1,551 | -4.0% | -$14.17万 | 减仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $325.30万 | 1.76% | 19,763 | -2,590 | -11.6% | -$42.63万 | 减仓 |
| ORCL | ORACLE CORPORATION | $305.88万 | 1.65% | 20,872 | -680 | -3.2% | -$9.97万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $290.94万 | 1.57% | 8,141 | -501 | -5.8% | -$17.90万 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $289.70万 | 1.57% | 19,055 | -284 | -1.5% | -$4.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $244.14万 | 1.32% | 9,613 | -637 | -6.2% | -$16.18万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $222.13万 | 1.20% | 9,320 | -645 | -6.5% | -$15.37万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INCORPORATED | $210.04万 | 1.14% | 7,911 | -146 | -1.8% | -$3.88万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $196.77万 | 1.06% | 2,865 | -13 | -0.5% | -$8,929 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $189.13万 | 1.02% | 43,478 | -3,478 | -7.4% | -$15.13万 | 减仓 |
| PWRD | TCW TRANSFORM SYSTEMS ETF | $181.17万 | 0.98% | 14,734 | 2,572 | 21.1% | $31.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $180.18万 | 0.97% | 6,407 | -160 | -2.4% | -$4.50万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $166.12万 | 0.90% | 1,385 | 220 | 18.9% | $26.39万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $156.00万 | 0.84% | 2,218 | -494 | -18.2% | -$34.74万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $148.28万 | 0.80% | 15,100 | -3,625 | -19.4% | -$35.60万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $147.49万 | 0.80% | 1,975 | 106 | 5.7% | $7.92万 | 加仓 |
| GLW | CORNING INCORPORATED | $138.06万 | 0.75% | 5,405 | 12 | 0.2% | $3,065 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $135.81万 | 0.73% | 10,569 | -3,017 | -22.2% | -$38.77万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $128.30万 | 0.69% | 3,433 | -1,848 | -35.0% | -$69.07万 | 减仓 |
| FLEX | FLEX LIMITED ORD (SINGAPORE) | $123.58万 | 0.67% | 7,625 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $120.82万 | 0.65% | 11,823 | -72 | -0.6% | -$7,358 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $120.60万 | 0.65% | 10,267 | 42 | 0.4% | $4,933 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $118.03万 | 0.64% | 37,221 | 278 | 0.8% | $8,815 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $113.66万 | 0.61% | 2,267 | -735 | -24.5% | -$36.85万 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $104.82万 | 0.57% | 3,332 | 5 | 0.2% | $1,573 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $99.85万 | 0.54% | 22,510 | -933 | -4.0% | -$4.14万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $99.39万 | 0.54% | 846 | -469 | -35.7% | -$55.10万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $99.30万 | 0.54% | 6,772 | -170 | -2.4% | -$2.49万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $99.30万 | 0.54% | 3,305 | -143 | -4.1% | -$4.30万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $94.49万 | 0.51% | 30,384 | -11,207 | -26.9% | -$34.85万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $92.24万 | 0.50% | 5,837 | -23 | -0.4% | -$3,635 | 减仓 |
| WAT | WATERS CORPORATION | $89.56万 | 0.48% | 2,388 | -745 | -23.8% | -$27.94万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $84.75万 | 0.46% | 6,409 | -610 | -8.7% | -$8.07万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $84.74万 | 0.46% | 2,470 | 39 | 1.6% | $1.34万 | 加仓 |
| MMM | 3M COMPANY | $83.98万 | 0.45% | 5,187 | 7 | 0.1% | $1,133 | 加仓 |
| PNC | PNC FINL SVCS GROUP INCORPORATED | $79.23万 | 0.43% | 3,218 | 28 | 0.9% | $6,894 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $79.22万 | 0.43% | 2,342 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $78.23万 | 0.42% | 1,638 | 46 | 2.9% | $2.20万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $77.14万 | 0.42% | 1,328 | 43 | 3.3% | $2.50万 | 加仓 |
| INTC | INTEL CORPORATION | $74.73万 | 0.40% | 5,352 | 58 | 1.1% | $8,099 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.22万 | 0.37% | 740 | -188 | -20.3% | -$17.59万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $68.79万 | 0.37% | 5,540 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $63.07万 | 0.34% | 10,139 | -1,790 | -15.0% | -$11.13万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $62.86万 | 0.34% | 2,498 | -585 | -19.0% | -$14.72万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $61.61万 | 0.33% | 11,677 | -720 | -5.8% | -$3.80万 | 减仓 |
| UBSI | UNITED BANKSHARES INCORPORATED WEST VA | $61.08万 | 0.33% | 13,328 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $58.52万 | 0.32% | 4,280 | -468 | -9.9% | -$6.40万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $57.93万 | 0.31% | 2,723 | -8 | -0.3% | -$1,702 | 减仓 |
| SYK | STRYKER CORPORATION | $56.42万 | 0.31% | 1,792 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $55.92万 | 0.30% | 3,373 | -829 | -19.7% | -$13.74万 | 减仓 |
| — | ADVISORSHARES FOCUSED EQUITY ETF | $53.31万 | 0.29% | 7,818 | -265 | -3.3% | -$1.81万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $52.44万 | 0.28% | 10,362 | -4,170 | -28.7% | -$21.11万 | 减仓 |
| WMT | WALMART INC | $50.80万 | 0.27% | 4,485 | -586 | -11.6% | -$6.64万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $50.74万 | 0.27% | 2,266 | -1,461 | -39.2% | -$32.71万 | 减仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $49.95万 | 0.27% | 6,093 | 206 | 3.5% | $1.69万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $49.60万 | 0.27% | 1,835 | 303 | 19.8% | $8.19万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $49.09万 | 0.27% | 3,094 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $48.66万 | 0.26% | 12,263 | -8,669 | -41.4% | -$34.40万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR (SWITZERLAND) | $48.61万 | 0.26% | 3,102 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | $47.46万 | 0.26% | 5,976 | -1,523 | -20.3% | -$12.10万 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $45.72万 | 0.25% | 5,929 | -387 | -6.1% | -$2.98万 | 减仓 |
| KVUE | KENVUE INCORPORATED | $45.49万 | 0.25% | 23,802 | -1,245 | -5.0% | -$2.38万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $44.90万 | 0.24% | 3,073 | -354 | -10.3% | -$5.17万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $44.56万 | 0.24% | 1,883 | 0 | 0.0% | — | 不变 |
| T | AT&T INCORPORATED | $44.08万 | 0.24% | 21,296 | -2,398 | -10.1% | -$4.96万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $43.74万 | 0.24% | 11,738 | -210 | -1.8% | -$7,825 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $43.61万 | 0.24% | 5,101 | -4,771 | -48.3% | -$40.79万 | 减仓 |
| EMR | EMERSON ELEC COMPANY | $43.30万 | 0.23% | 3,025 | 30 | 1.0% | $4,295 | 加仓 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $41.98万 | 0.23% | 14,904 | -3,992 | -21.1% | -$11.25万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $41.87万 | 0.23% | 3,570 | 3,082 | 631.6% | $36.15万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $41.09万 | 0.22% | 6,884 | 88 | 1.3% | $5,253 | 加仓 |
| UNP | UNION PAC CORPORATION | $41.02万 | 0.22% | 1,508 | -67 | -4.3% | -$1.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $40.90万 | 0.22% | 9,661 | -919 | -8.7% | -$3.89万 | 减仓 |
| BUSE | FIRST BUSEY CORPORATION COM NEW | $39.38万 | 0.21% | 13,350 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $39.10万 | 0.21% | 4,823 | -2,136 | -30.7% | -$17.31万 | 减仓 |
| CMI | CUMMINS INCORPORATED | $38.94万 | 0.21% | 546 | 3 | 0.6% | $2,140 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $38.73万 | 0.21% | 2,472 | 4 | 0.2% | $627 | 加仓 |
| — | TCW TRANSFORM SUPPLY CHAIN ETF | $38.23万 | 0.21% | 4,314 | -83 | -1.9% | -$7,356 | 减仓 |
| ADI | ANALOG DEVICES INCORPORATED | $37.65万 | 0.20% | 948 | -83 | -8.1% | -$3.30万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $37.63万 | 0.20% | 1,242 | 16 | 1.3% | $4,848 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $37.63万 | 0.20% | 883 | -44 | -4.7% | -$1.87万 | 减仓 |
| TREX | TREX INCORPORATED | $37.53万 | 0.20% | 7,500 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $36.36万 | 0.20% | 3,765 | -7 | -0.2% | -$676 | 减仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $35.71万 | 0.19% | 695 | 44 | 6.8% | $2.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $35.40万 | 0.19% | 350 | 13 | 3.9% | $1.31万 | 加仓 |
| SHW | SHERWIN WILLIAMS COMPANY | $34.09万 | 0.18% | 990 | 3 | 0.3% | $1,033 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $33.80万 | 0.18% | 3,924 | -1,806 | -31.5% | -$15.56万 | 减仓 |
| — | INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF | $33.31万 | 0.18% | 4,065 | -17 | -0.4% | -$1,393 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $32.22万 | 0.17% | 1,099 | -96 | -8.0% | -$2.81万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $32.19万 | 0.17% | 1,062 | -562 | -34.6% | -$17.04万 | 减仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $32.00万 | 0.17% | 4,091 | -477 | -10.4% | -$3.73万 | 减仓 |
| PEP | PEPSICO INC | $31.78万 | 0.17% | 2,347 | -2,737 | -53.8% | -$37.06万 | 减仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $31.64万 | 0.17% | 1,775 | 0 | 0.0% | — | 不变 |