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 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INCORPORATED | $6.28万 | 0.03% | 166 | 0 | 0.0% | — | 不变 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $6.28万 | 0.03% | 1,337 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $6.28万 | 0.03% | 1,085 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORPORATION INCORPORATED | $6.27万 | 0.03% | 2,210 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL | $6.27万 | 0.03% | 6,390 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INCORPORATED COM NEW | $6.23万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORPORATION | $6.17万 | 0.03% | 427 | 7 | 1.7% | $1,012 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $6.15万 | 0.03% | 910 | 10 | 1.1% | $676 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $6.08万 | 0.03% | 108 | 26 | 31.7% | $1.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $6.08万 | 0.03% | 659 | -435 | -39.8% | -$4.01万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INCORPORATED | $6.07万 | 0.03% | 91 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR U.S. MED DVC ETF | $6.07万 | 0.03% | 1,228 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INCORPORATED | $6.04万 | 0.03% | 599 | 599 | — | $6.04万 | 新建仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $5.93万 | 0.03% | 2,226 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INCORPORATED NEW | $5.89万 | 0.03% | 389 | 45 | 13.1% | $6,818 | 加仓 |
| CSX | CSX CORPORATION | $5.89万 | 0.03% | 1,239 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $5.81万 | 0.03% | 372 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR CORE S&P SCP ETF | $5.80万 | 0.03% | 391 | -25 | -6.0% | -$3,708 | 减仓 |
| BX | BLACKSTONE INCORPORATED | $5.79万 | 0.03% | 492 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORPORATION (CANADA) | $5.77万 | 0.03% | 871 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORPORATION (CANADA) | $5.75万 | 0.03% | 1,420 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $5.75万 | 0.03% | 411 | 0 | 0.0% | — | 不变 |
| F | FORD MTR COMPANY | $5.60万 | 0.03% | 4,026 | -1,000 | -19.9% | -$1.39万 | 减仓 |
| WTFC | WINTRUST FINL CORPORATION | $5.59万 | 0.03% | 348 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR RUS MD CP GR ETF | $5.58万 | 0.03% | 381 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $5.54万 | 0.03% | 620 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $5.50万 | 0.03% | 160 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LIMITED ORD SHS (ISRAEL) | $5.48万 | 0.03% | 603 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5.48万 | 0.03% | 891 | 891 | — | $5.48万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT COM NEW (CANADA) | $5.46万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $5.41万 | 0.03% | 382 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INCORPORATED | $5.34万 | 0.03% | 1,023 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR SP SMCP600VL ETF | $5.30万 | 0.03% | 388 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDUSTRIES INCORPORATED | $5.29万 | 0.03% | 1,530 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL INCORPORATED (CANADA) | $5.25万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INCORPORATED | $5.25万 | 0.03% | 256 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $5.21万 | 0.03% | 485 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INCORPORATED | $5.19万 | 0.03% | 411 | 43 | 11.7% | $5,433 | 加仓 |
| RGA | REINSURANCE GROUP AMER INCORPORATED COM NEW | $5.08万 | 0.03% | 239 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTERNATIONAL INCORPORATED | $5.02万 | 0.03% | 455 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INCORPORATED CLASS A | $5.01万 | 0.03% | 1,033 | 801 | 345.3% | $3.89万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE | $4.97万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INCORPORATED | $4.96万 | 0.03% | 77 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR CHINA LG-CAP ETF | $4.94万 | 0.03% | 1,564 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | $4.93万 | 0.03% | 375 | 23 | 6.5% | $3,026 | 加仓 |
| ENTG | ENTEGRIS INCORPORATED | $4.82万 | 0.03% | 268 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INCORPORATED REIT | $4.80万 | 0.03% | 672 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORPORATION | $4.79万 | 0.03% | 49 | 2 | 4.3% | $1,956 | 加仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $4.79万 | 0.03% | 145 | 12 | 9.0% | $3,961 | 加仓 |
| COHR | COHERENT CORPORATION | $4.77万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED (SWITZERLAND) | $4.77万 | 0.03% | 140 | -87 | -38.3% | -$2.96万 | 减仓 |
| ECL | ECOLAB INCORPORATED | $4.76万 | 0.03% | 171 | 21 | 14.0% | $5,851 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $4.75万 | 0.03% | 841 | -1,709 | -67.0% | -$9.65万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $4.71万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INCORPORATED | $4.71万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $4.68万 | 0.03% | 4,316 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORPORATION | $4.65万 | 0.03% | 182 | -125 | -40.7% | -$3.20万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.65万 | 0.03% | 653 | 539 | 472.8% | $3.84万 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $4.65万 | 0.03% | 750 | 10 | 1.4% | $620 | 加仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $4.63万 | 0.03% | 1,120 | -452 | -28.8% | -$1.87万 | 减仓 |
| DOV | DOVER CORPORATION | $4.60万 | 0.02% | 205 | 205 | — | $4.60万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS (IRELAND) | $4.56万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | $4.55万 | 0.02% | 1,957 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $4.48万 | 0.02% | 497 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INCORPORATED | $4.46万 | 0.02% | 368 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $4.44万 | 0.02% | 247 | 7 | 2.9% | $1,257 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $4.40万 | 0.02% | 2,004 | 59 | 3.0% | $1,297 | 加仓 |
| SGOV | ISHARES TR 0-3 MTH TREASURY | $4.39万 | 0.02% | 436 | 218 | 100.0% | $2.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $4.39万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $4.37万 | 0.02% | 504 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.34万 | 0.02% | 958 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $4.32万 | 0.02% | 341 | 44 | 14.8% | $5,570 | 加仓 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $4.31万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $4.29万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4.22万 | 0.02% | 224 | 64 | 40.0% | $1.21万 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $4.21万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INCORPORATED COM NEW | $4.20万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | $4.19万 | 0.02% | 1,678 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $4.15万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $4.15万 | 0.02% | 499 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORPORATION NEW | $4.13万 | 0.02% | 1,367 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE REIT | $4.11万 | 0.02% | 129 | 3 | 2.4% | $955 | 加仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $4.09万 | 0.02% | 963 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORPORATION LIMITED COMMON SHARES (PANAMA) | $4.08万 | 0.02% | 1,428 | 1,428 | — | $4.08万 | 新建仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $4.06万 | 0.02% | 1,401 | 14 | 1.0% | $406 | 加仓 |
| DVYE | ISHARES INCORPORATED EM MKTS DIV ETF | $4.06万 | 0.02% | 1,259 | 429 | 51.7% | $1.38万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $4.05万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $4.04万 | 0.02% | 447 | 57 | 14.6% | $5,156 | 加仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $4.04万 | 0.02% | 88 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORPORATION | $4.04万 | 0.02% | 973 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INCORPORATED | $4.04万 | 0.02% | 183 | 5 | 2.8% | $1,102 | 加仓 |
| MIDD | MIDDLEBY CORPORATION | $4.03万 | 0.02% | 234 | 184 | 368.0% | $3.16万 | 加仓 |
| LEN | LENNAR CORPORATION CLASS A | $4.02万 | 0.02% | 444 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $4.00万 | 0.02% | 534 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TR CALVERT US MID CAP CORE | $3.93万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INCORPORATED | $3.92万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $3.89万 | 0.02% | 636 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $3.88万 | 0.02% | 829 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORPORATION | $3.79万 | 0.02% | 107 | 4 | 3.9% | $1,417 | 加仓 |
| INGR | INGREDION INCORPORATED | $3.79万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |