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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | $31.53万 | 0.17% | 1,447 | 248 | 20.7% | $5.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $30.88万 | 0.17% | 743 | 8 | 1.1% | $3,325 | 加仓 |
| IYF | ISHARES TR U.S. FINLS ETF | $30.18万 | 0.16% | 2,367 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $29.80万 | 0.16% | 3,011 | -14 | -0.5% | -$1,386 | 减仓 |
| AOR | ISHARES TR CORE 60 BALA ETF | $29.31万 | 0.16% | 4,217 | 289 | 7.4% | $2.01万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $28.66万 | 0.16% | 774 | 137 | 21.5% | $5.07万 | 加仓 |
| DIS | DISNEY WALT COMPANY | $28.42万 | 0.15% | 2,953 | -100 | -3.3% | -$9,624 | 减仓 |
| EBAY | EBAY INCORPORATED. | $28.36万 | 0.15% | 2,538 | 20 | 0.8% | $2,235 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $28.13万 | 0.15% | 4,883 | -860 | -15.0% | -$4.96万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $28.00万 | 0.15% | 5,508 | 5,398 | 4,907.3% | $27.44万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $27.95万 | 0.15% | 5,214 | -900 | -14.7% | -$4.82万 | 减仓 |
| ICFI | ICF INTERNATIONAL INCORPORATED | $27.34万 | 0.15% | 3,752 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $26.49万 | 0.14% | 1,286 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORPORATION | $26.29万 | 0.14% | 4,614 | -8,538 | -64.9% | -$48.65万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $26.13万 | 0.14% | 603 | 19 | 3.3% | $8,233 | 加仓 |
| QCOM | QUALCOMM INCORPORATED | $26.02万 | 0.14% | 1,408 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORPORATION | $25.89万 | 0.14% | 1,088 | -325 | -23.0% | -$7.73万 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $25.19万 | 0.14% | 1,039 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR US INDUSTRIALS | $25.00万 | 0.14% | 1,500 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INCORPORATED | $24.76万 | 0.13% | 4,515 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $24.53万 | 0.13% | 1,119 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INCORPORATED | $24.37万 | 0.13% | 673 | 7 | 1.1% | $2,535 | 加仓 |
| IPGP | IPG PHOTONICS CORPORATION | $23.46万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $23.38万 | 0.13% | 1,049 | 10 | 1.0% | $2,229 | 加仓 |
| KO | COCA COLA COMPANY | $23.10万 | 0.12% | 2,842 | 102 | 3.7% | $8,290 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $23.02万 | 0.12% | 1,101 | 18 | 1.7% | $3,763 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $22.81万 | 0.12% | 3,302 | 0 | 0.0% | — | 不变 |
| — | INVESCO GLOBAL WATER RESOURCES ETF | $22.62万 | 0.12% | 5,030 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR GLOBAL ENERG ETF | $22.28万 | 0.12% | 4,535 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INCORPORATED | $22.11万 | 0.12% | 1,490 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $21.85万 | 0.12% | 8,900 | -4,113 | -31.6% | -$10.10万 | 减仓 |
| HWM | HOWMET AEROSPACE INCORPORATED | $21.64万 | 0.12% | 805 | 5 | 0.6% | $1,344 | 加仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $21.31万 | 0.12% | 1,932 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND | $21.04万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COMPANIES INCORPORATED | $20.92万 | 0.11% | 1,255 | 3 | 0.2% | $500 | 加仓 |
| WCC | WESCO INTERNATIONAL INCORPORATED | $20.90万 | 0.11% | 605 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $20.72万 | 0.11% | 2,283 | -193 | -7.8% | -$1.75万 | 减仓 |
| TGT | TARGET CORPORATION | $20.62万 | 0.11% | 1,579 | -1,837 | -53.8% | -$23.99万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $20.60万 | 0.11% | 4,881 | -128 | -2.6% | -$5,403 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $20.56万 | 0.11% | 8,213 | 5,240 | 176.3% | $13.12万 | 加仓 |
| ITRI | ITRON INCORPORATED | $20.44万 | 0.11% | 2,362 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORPORATION | $20.41万 | 0.11% | 761 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $20.37万 | 0.11% | 272 | -2 | -0.7% | -$1,498 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $20.34万 | 0.11% | 826 | -832 | -50.2% | -$20.48万 | 减仓 |
| HSY | HERSHEY COMPANY | $20.02万 | 0.11% | 1,141 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INCORPORATED | $19.88万 | 0.11% | 2,350 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $19.85万 | 0.11% | 1,418 | 15 | 1.1% | $2,099 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $19.61万 | 0.11% | 1,194 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $19.57万 | 0.11% | 478 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $19.38万 | 0.10% | 8,270 | 8,270 | — | $19.38万 | 新建仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $18.98万 | 0.10% | 1,032 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $18.84万 | 0.10% | 699 | 7 | 1.0% | $1,887 | 加仓 |
| DE | DEERE & COMPANY | $18.78万 | 0.10% | 296 | -456 | -60.6% | -$28.93万 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $18.67万 | 0.10% | 3,910 | -23 | -0.6% | -$1,098 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $18.64万 | 0.10% | 2,124 | -266 | -11.1% | -$2.33万 | 减仓 |
| SPGI | S&P GLOBAL INCORPORATED | $18.59万 | 0.10% | 456 | 4 | 0.9% | $1,631 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $18.56万 | 0.10% | 2,096 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INCORPORATED | $18.42万 | 0.10% | 173 | 7 | 4.2% | $7,454 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $18.36万 | 0.10% | 486 | -89 | -15.5% | -$3.36万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $18.30万 | 0.10% | 4,503 | -125 | -2.7% | -$5,080 | 减仓 |
| — | INVESCO MSCI SUSTAINABLE FUTURE ETF | $18.21万 | 0.10% | 3,850 | -100 | -2.5% | -$4,730 | 减仓 |
| IQV | IQVIA HLDGS INCORPORATED | $18.03万 | 0.10% | 933 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $17.97万 | 0.10% | 485 | 5 | 1.0% | $1,853 | 加仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $17.92万 | 0.10% | 8,097 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $17.92万 | 0.10% | 1,867 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $17.25万 | 0.09% | 3,412 | -5,050 | -59.7% | -$25.54万 | 减仓 |
| USMV | ISHARES TR MSCI USA MIN ETF | $17.17万 | 0.09% | 1,780 | -2 | -0.1% | -$193 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $17.14万 | 0.09% | 486 | -747 | -60.6% | -$26.35万 | 减仓 |
| VOTE | TCW TRANSFORM 500 ETF | $17.07万 | 0.09% | 1,936 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $17.02万 | 0.09% | 1,424 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE COMPANY | $16.67万 | 0.09% | 1,818 | 15 | 0.8% | $1,375 | 加仓 |
| XEL | XCEL ENERGY INC | $16.52万 | 0.09% | 2,057 | 6 | 0.3% | $482 | 加仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $16.41万 | 0.09% | 421 | 2 | 0.5% | $780 | 加仓 |
| NFLX | NETFLIX INCORPORATED. | $16.35万 | 0.09% | 2,290 | -130 | -5.4% | -$9,282 | 减仓 |
| DFNL | DAVIS SELECT FINANCIAL ETF | $16.29万 | 0.09% | 3,300 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $16.26万 | 0.09% | 3,404 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR S&P 500 VAL ETF | $16.23万 | 0.09% | 715 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INCORPORATED CLASS A COM | $16.18万 | 0.09% | 1,358 | 31 | 2.3% | $3,693 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $16.10万 | 0.09% | 3,524 | 2 | 0.1% | $91 | 加仓 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $15.98万 | 0.09% | 1,782 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INCORPORATED | $15.97万 | 0.09% | 4,455 | 0 | 0.0% | — | 不变 |
| — | ASTORIA REAL ASSETS ETF | $15.83万 | 0.09% | 7,435 | 0 | 0.0% | — | 不变 |
| — | STANCE SUSTAINABLE BETA ETF | $15.60万 | 0.08% | 4,699 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $15.34万 | 0.08% | 2,451 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INCORPORATED | $15.33万 | 0.08% | 212 | 8 | 3.9% | $5,784 | 加仓 |
| GM | GENERAL MTRS COMPANY | $15.10万 | 0.08% | 1,959 | 27 | 1.4% | $2,081 | 加仓 |
| PFE | PFIZER INCORPORATED | $15.03万 | 0.08% | 6,243 | 71 | 1.2% | $1,710 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $14.86万 | 0.08% | 1,844 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $14.61万 | 0.08% | 1,334 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INCORPORATED | $14.52万 | 0.08% | 1,058 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | $14.49万 | 0.08% | 2,703 | 76 | 2.9% | $4,073 | 加仓 |
| EQIX | EQUINIX INCORPORATED REIT | $14.38万 | 0.08% | 138 | 4 | 3.0% | $4,170 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $14.35万 | 0.08% | 2,837 | 127 | 4.7% | $6,424 | 加仓 |
| STE | STERIS PLC SHS USD (IRELAND) | $14.19万 | 0.08% | 674 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $14.08万 | 0.08% | 385 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR ESG SELECT SCRE | $13.90万 | 0.08% | 2,448 | 23 | 0.9% | $1,306 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $13.77万 | 0.07% | 1,402 | 0 | 0.0% | — | 不变 |
| MMIN | NYLI MACKAY MUNI INSURED ETF | $13.73万 | 0.07% | 5,673 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $13.71万 | 0.07% | 438 | 1 | 0.2% | $313 | 加仓 |
| TXN | TEXAS INSTRS INCORPORATED | $13.41万 | 0.07% | 450 | -216 | -32.4% | -$6.44万 | 减仓 |