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 |
|---|---|---|---|---|---|---|---|---|
| PHM | PULTE GROUP INCORPORATED | $12.44万 | 0.07% | 1,058 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $12.42万 | 0.07% | 178 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORPORATION | $12.32万 | 0.07% | 1,154 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $12.12万 | 0.07% | 1,703 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INCORPORATED | $12.03万 | 0.07% | 2,660 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION REIT | $11.98万 | 0.07% | 694 | 0 | 0.0% | — | 不变 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $11.95万 | 0.07% | 1,870 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR ESG SELECT SCRE | $11.94万 | 0.07% | 2,425 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORPORATION ADS (JAPAN) | $11.83万 | 0.07% | 574 | 27 | 4.9% | $5,564 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $11.77万 | 0.07% | 1,275 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INCORPORATED | $11.76万 | 0.07% | 166 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $11.68万 | 0.07% | 2,541 | 58 | 2.3% | $2,666 | 加仓 |
| XYL | XYLEM INCORPORATED | $11.64万 | 0.07% | 974 | 1 | 0.1% | $120 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $11.64万 | 0.07% | 385 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $11.39万 | 0.07% | 910 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $11.30万 | 0.07% | 2,507 | -204 | -7.5% | -$9,192 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | $11.27万 | 0.07% | 190 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORPORATION (CANADA) | $11.19万 | 0.07% | 2,500 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INCORPORATED | $11.10万 | 0.07% | 4,455 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $10.90万 | 0.07% | 1,500 | -50 | -3.2% | -$3,634 | 减仓 |
| DGCB | DIMENSIONAL GLOABL CREDIT ETF | $10.90万 | 0.07% | 2,013 | 21 | 1.1% | $1,137 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $10.57万 | 0.06% | 1,093 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INCORPORATED | $10.49万 | 0.06% | 1,590 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORPORATION NEW | $10.49万 | 0.06% | 1,296 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR S&P 100 ETF | $10.43万 | 0.06% | 328 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORPORATION | $10.28万 | 0.06% | 1,094 | -62 | -5.4% | -$5,827 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INCORPORATED | $10.21万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $10.20万 | 0.06% | 2,250 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $10.08万 | 0.06% | 378 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $10.08万 | 0.06% | 834 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $10.06万 | 0.06% | 546 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & COMPANY | $10.02万 | 0.06% | 1,259 | 53 | 4.4% | $4,219 | 加仓 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $9.98万 | 0.06% | 753 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORPORATION | $9.92万 | 0.06% | 544 | 137 | 33.7% | $2.50万 | 加仓 |
| CHD | CHURCH & DWIGHT COMPANY INCORPORATED | $9.86万 | 0.06% | 1,057 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $9.66万 | 0.06% | 731 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $9.58万 | 0.06% | 166 | -28 | -14.4% | -$1.62万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $9.43万 | 0.06% | 6,028 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR US HOME CONS ETF | $9.24万 | 0.06% | 1,020 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $9.18万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORPORATION | $8.92万 | 0.05% | 361 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $8.81万 | 0.05% | 2,306 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $8.79万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $8.76万 | 0.05% | 481 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS | $8.72万 | 0.05% | 6,322 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $8.70万 | 0.05% | 526 | 54 | 11.4% | $8,928 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $8.69万 | 0.05% | 1,214 | 1,214 | — | $8.69万 | 新建仓 |
| STT | STATE STR CORPORATION | $8.54万 | 0.05% | 675 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR U.S. FIN SVC ETF | $8.40万 | 0.05% | 1,014 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR MSCI EAFE ETF | $8.35万 | 0.05% | 860 | -200 | -18.9% | -$1.94万 | 减仓 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $8.34万 | 0.05% | 1,159 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR S&P MC 400GR ETF | $8.32万 | 0.05% | 827 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $8.31万 | 0.05% | 420 | -55 | -11.6% | -$1.09万 | 减仓 |
| DHR | DANAHER CORPORATION DEL | $8.30万 | 0.05% | 438 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INCORPORATED | $8.29万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR U.S. TECH ETF | $8.16万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $7.97万 | 0.05% | 604 | -75 | -11.0% | -$9,900 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $7.91万 | 0.05% | 1,572 | -175 | -10.0% | -$8,806 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $7.74万 | 0.05% | 1,264 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INCORPORATED | $7.72万 | 0.05% | 534 | -7 | -1.3% | -$1,012 | 减仓 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $7.71万 | 0.05% | 208 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODUCTS INCORPORATED COM SER A | $7.70万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INCORPORATED | $7.61万 | 0.05% | 439 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORPORATION | $7.50万 | 0.04% | 307 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $7.43万 | 0.04% | 2,973 | 2,004 | 206.8% | $5.01万 | 加仓 |
| SUSC | ISHARES TR ESG AWRE USD ETF | $7.42万 | 0.04% | 3,209 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED SWITZ (SWITZERLAND) | $7.40万 | 0.04% | 227 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INCORPORATED | $7.38万 | 0.04% | 250 | 12 | 5.0% | $3,544 | 加仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $7.36万 | 0.04% | 1,055 | -1 | -0.1% | -$70 | 减仓 |
| IGRO | ISHARES TR INTL DIV GRWTH | $7.33万 | 0.04% | 875 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $7.32万 | 0.04% | 488 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST INCORPORATED COM CLASS A REIT | $7.32万 | 0.04% | 3,820 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $7.24万 | 0.04% | 1,270 | -40 | -3.1% | -$2,279 | 减仓 |
| KMB | KIMBERLY-CLARK CORPORATION | $7.09万 | 0.04% | 735 | -12 | -1.6% | -$1,158 | 减仓 |
| D | DOMINION ENERGY INCORPORATED | $7.06万 | 0.04% | 1,142 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR MSCI CHINA ETF | $7.02万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $7.00万 | 0.04% | 363 | 50 | 16.0% | $9,645 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $6.98万 | 0.04% | 250 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INCORPORATED | $6.97万 | 0.04% | 204 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $6.96万 | 0.04% | 1,986 | -8 | -0.4% | -$280 | 减仓 |
| JBL | JABIL INCORPORATED | $6.91万 | 0.04% | 260 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $6.80万 | 0.04% | 1,042 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $6.80万 | 0.04% | 1,391 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $6.77万 | 0.04% | 156 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORPORATION | $6.66万 | 0.04% | 928 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $6.65万 | 0.04% | 1,218 | -48 | -3.8% | -$2,623 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $6.62万 | 0.04% | 1,801 | -32 | -1.7% | -$1,176 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $6.62万 | 0.04% | 1,454 | -609 | -29.5% | -$2.77万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL ASSOCIATION | $6.57万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR U.S. MED DVC ETF | $6.55万 | 0.04% | 1,228 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6.48万 | 0.04% | 2,364 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INCORPORATED | $6.43万 | 0.04% | 1,750 | -118 | -6.3% | -$4,337 | 减仓 |
| FDUS | FIDUS INVT CORPORATION | $6.42万 | 0.04% | 3,686 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $6.27万 | 0.04% | 690 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INCORPORATED | $6.27万 | 0.04% | 1,170 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $6.25万 | 0.04% | 1,085 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $6.20万 | 0.04% | 2,004 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $6.14万 | 0.04% | 594 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $6.11万 | 0.04% | 2,226 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $6.08万 | 0.04% | 554 | 0 | 0.0% | — | 不变 |