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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN COMPANY | $13.37万 | 0.07% | 1,397 | 16 | 1.2% | $1,531 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $13.26万 | 0.07% | 2,600 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $13.08万 | 0.07% | 355 | -205 | -36.6% | -$7.55万 | 减仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $13.07万 | 0.07% | 2,507 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORPORATION | $13.06万 | 0.07% | 1,154 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORPORATION NEW | $12.97万 | 0.07% | 1,296 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $12.91万 | 0.07% | 910 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $12.66万 | 0.07% | 2,541 | 0 | 0.0% | — | 不变 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $12.64万 | 0.07% | 1,870 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $12.59万 | 0.07% | 1,115 | 521 | 87.7% | $5.88万 | 加仓 |
| CCI | CROWN CASTLE INCORPORATED REIT | $12.25万 | 0.07% | 1,618 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HOLDINGS INC | $12.24万 | 0.07% | 900 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $12.22万 | 0.07% | 166 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $12.17万 | 0.07% | 1,321 | 46 | 3.6% | $4,236 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $12.00万 | 0.06% | 328 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INCORPORATED | $11.97万 | 0.06% | 3,440 | -200 | -5.5% | -$6,960 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INCORPORATED | $11.69万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOABL CREDIT ETF | $11.61万 | 0.06% | 2,124 | 111 | 5.5% | $6,068 | 加仓 |
| MO | ALTRIA GROUP INCORPORATED | $11.58万 | 0.06% | 1,610 | 20 | 1.3% | $1,439 | 加仓 |
| PBA | PEMBINA PIPELINE CORPORATION (CANADA) | $11.56万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INCORPORATED | $11.49万 | 0.06% | 2,660 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND COMPANY | $11.46万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORPORATION | $11.45万 | 0.06% | 675 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION REIT | $11.38万 | 0.06% | 696 | 2 | 0.3% | $327 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $11.36万 | 0.06% | 1,093 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR U.S. TECH ETF | $11.35万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $11.33万 | 0.06% | 2,920 | 934 | 47.0% | $3.62万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA) | $11.32万 | 0.06% | 6,000 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INCORPORATED | $11.28万 | 0.06% | 954 | -20 | -2.1% | -$2,365 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $11.28万 | 0.06% | 731 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $11.12万 | 0.06% | 753 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & COMPANY | $11.04万 | 0.06% | 1,336 | 77 | 6.1% | $6,363 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $10.98万 | 0.06% | 834 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $10.95万 | 0.06% | 2,250 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORPORATION | $10.91万 | 0.06% | 544 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | $10.69万 | 0.06% | 6,028 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR US HOME CONS ETF | $10.66万 | 0.06% | 1,020 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $10.59万 | 0.06% | 384 | 6 | 1.6% | $1,654 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORPORATION DEL | $10.29万 | 0.06% | 190 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT COMPANY INCORPORATED | $10.24万 | 0.06% | 1,057 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $10.22万 | 0.06% | 565 | 39 | 7.4% | $7,055 | 加仓 |
| JBL | JABIL INCORPORATED | $10.02万 | 0.05% | 260 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $9.82万 | 0.05% | 516 | 216 | 72.0% | $4.11万 | 加仓 |
| IJK | ISHARES TR S&P MC 400GR ETF | $9.72万 | 0.05% | 827 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORPORATION ADS (JAPAN) | $9.67万 | 0.05% | 574 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORPORATION | $9.64万 | 0.05% | 370 | 9 | 2.5% | $2,344 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $9.60万 | 0.05% | 928 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INCORPORATED | $9.40万 | 0.05% | 439 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $9.27万 | 0.05% | 469 | -77 | -14.1% | -$1.52万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS | $9.19万 | 0.05% | 6,322 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR U.S. FIN SVC ETF | $9.17万 | 0.05% | 1,014 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR MSCI EAFE ETF | $8.93万 | 0.05% | 860 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $8.87万 | 0.05% | 208 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $8.78万 | 0.05% | 1,204 | -14 | -1.1% | -$1,021 | 减仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $8.74万 | 0.05% | 1,055 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $8.73万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $8.38万 | 0.05% | 2,306 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.36万 | 0.05% | 245 | 32 | 15.0% | $1.09万 | 加仓 |
| DHR | DANAHER CORPORATION DEL | $8.34万 | 0.05% | 438 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $8.12万 | 0.04% | 1,052 | 10 | 1.0% | $772 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $8.09万 | 0.04% | 239 | 129 | 117.3% | $4.37万 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $8.08万 | 0.04% | 690 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INCORPORATED | $7.93万 | 0.04% | 1,170 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSOCIATION | $7.89万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $7.86万 | 0.04% | 501 | 257 | 105.3% | $4.03万 | 加仓 |
| NTAP | NETAPP INCORPORATED | $7.86万 | 0.04% | 508 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $7.83万 | 0.04% | 1,877 | 76 | 4.2% | $3,171 | 加仓 |
| D | DOMINION ENERGY INCORPORATED | $7.80万 | 0.04% | 1,142 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR INTL DIV GRWTH | $7.69万 | 0.04% | 875 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $7.63万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $7.54万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR ESG AWRE USD ETF | $7.43万 | 0.04% | 3,209 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $7.39万 | 0.04% | 2,004 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $7.38万 | 0.04% | 420 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $7.27万 | 0.04% | 1,454 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODUCTS INCORPORATED COM SER A | $7.23万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $7.17万 | 0.04% | 1,192 | -78 | -6.1% | -$4,689 | 减仓 |
| USSG | XTRACKERS MSCI USA SELECTION EQUITY ETF | $7.06万 | 0.04% | 1,016 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORPORATION | $7.03万 | 0.04% | 3,686 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INCORPORATED | $7.03万 | 0.04% | 1,800 | 50 | 2.9% | $1,952 | 加仓 |
| EOG | EOG RES INCORPORATED | $7.01万 | 0.04% | 540 | 6 | 1.1% | $778 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $6.95万 | 0.04% | 280 | 30 | 12.0% | $7,451 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $6.94万 | 0.04% | 761 | 19 | 2.6% | $1,733 | 加仓 |
| RTX | RTX CORPORATION | $6.89万 | 0.04% | 363 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $6.82万 | 0.04% | 945 | -214 | -18.5% | -$1.54万 | 减仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $6.80万 | 0.04% | 1,391 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $6.79万 | 0.04% | 1,061 | -642 | -37.7% | -$4.11万 | 减仓 |
| STZ | CONSTELLATION BRANDS INCORPORATED CLASS A | $6.79万 | 0.04% | 488 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $6.78万 | 0.04% | 138 | -494 | -78.2% | -$24.26万 | 减仓 |
| LUV | SOUTHWEST AIRLS COMPANY | $6.74万 | 0.04% | 1,310 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6.71万 | 0.04% | 1,264 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INCORPORATED | $6.71万 | 0.04% | 760 | 518 | 214.0% | $4.57万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $6.66万 | 0.04% | 2,450 | 86 | 3.6% | $2,338 | 加仓 |
| AFL | AFLAC INCORPORATED | $6.65万 | 0.04% | 567 | 13 | 2.3% | $1,524 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $6.64万 | 0.04% | 2,716 | 1,188 | 77.7% | $2.90万 | 加仓 |
| — | STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF | $6.58万 | 0.04% | 336 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $6.50万 | 0.04% | 296 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST INCORPORATED COM CLASS A REIT | $6.47万 | 0.04% | 3,820 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6.38万 | 0.03% | 614 | 10 | 1.7% | $1,040 | 加仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $6.33万 | 0.03% | 852 | 70 | 9.0% | $5,204 | 加仓 |