13F 机构持仓

Millstone Evans Group, LLC

BOULDER CO · SEC CIK 0002041943

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 8.7%
AAPL 8.2%
IMPAX GLOBAL 5.7%
MSFT 3.5%
BRK/B 2.9%
GOOG 2.1%
JPM 2.0%
IMCV 1.8%
IWS 1.8%
ORCL 1.7%

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
BXP BXP INCORPORATED REIT $00.00%0 -31-100.0% -$1,609 清仓
CMG CHIPOTLE MEXICAN GRILL INCORPORATED $00.00%0 -47-100.0% -$1,504 清仓
CNC CENTENE CORPORATION DEL $00.00%0 -41-100.0% -$1,342 清仓
BBWI BATH & BODY WORKS INCORPORATED $00.00%0 -63-100.0% -$1,176 清仓
— PROSHARES ULTRA BITCOIN ETF $00.00%0 -95-100.0% -$1,106 清仓
AVAV AEROVIRONMENT INCORPORATED $00.00%0 -6-100.0% -$1,098 清仓
HUM HUMANA INCORPORATED $00.00%0 -6-100.0% -$1,040 清仓
ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT $00.00%0 -18-100.0% -$836 清仓
ISTB ISHARES TR CORE 1 5 YR USD $00.00%0 -16-100.0% -$775 清仓
— BLINK CHARGING COMPANY $00.00%0 -1,250-100.0% -$709 清仓
BR BROADRIDGE FINL SOLUTIONS INCORPORATED $00.00%0 -4-100.0% -$650 清仓
LCID LUCID GROUP INCORPORATED COM NEW $00.00%0 -50-100.0% -$477 清仓
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF $00.00%0 -3-100.0% -$427 清仓
NBIS NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) $00.00%0 -2-100.0% -$208 清仓
CRWV COREWEAVE INCORPORATED COM CLASS A $00.00%0 -2-100.0% -$155 清仓
APLD APPLIED DIGITAL CORPORATION COM NEW $00.00%0 -4-100.0% -$95 清仓
— MAXEON SOLAR TECHNOLOGIES LIMITED SHS NEW (SINGAPORE) $00.00%0 -8-100.0% -$12 清仓