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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP COM NEW | $3.39万 | 0.02% | 652 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $3.38万 | 0.02% | 244 | 26 | 11.9% | $3,596 | 加仓 |
| CWEN | CLEARWAY ENERGY INCORPORATED CLASS C | $3.37万 | 0.02% | 858 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & COMPANY | $3.35万 | 0.02% | 213 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR 0-5YR HI YL CP | $3.32万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TR CALVERT US MID CAP CORE | $3.30万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $3.25万 | 0.02% | 1,519 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR 1 3 YR TREAS BD | $3.25万 | 0.02% | 394 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR SELECT US REIT | $3.22万 | 0.02% | 520 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $3.21万 | 0.02% | 93 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND) | $3.21万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INCORPORATED | $3.20万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $3.15万 | 0.02% | 322 | -545 | -62.9% | -$5.33万 | 减仓 |
| ENTG | ENTEGRIS INCORPORATED | $3.14万 | 0.02% | 268 | 176 | 191.3% | $2.06万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $3.12万 | 0.02% | 390 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS (IRELAND) | $3.07万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INCORPORATED | $3.06万 | 0.02% | 168 | 117 | 229.4% | $2.13万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $3.04万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INCORPORATED. REIT | $3.03万 | 0.02% | 229 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER COMPANY COM NEW REIT | $3.01万 | 0.02% | 1,232 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR HDG MSCI EAFE | $3.00万 | 0.02% | 707 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY | $2.98万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INCORPORATED | $2.98万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INCORPORATED | $2.92万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORPORATION | $2.91万 | 0.02% | 400 | 400 | — | $2.91万 | 新建仓 |
| AON | AON PLC SHS CL A (IRELAND) | $2.90万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $2.90万 | 0.02% | 1,732 | -1,505 | -46.5% | -$2.52万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $2.90万 | 0.02% | 148 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV FD | $2.90万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $2.89万 | 0.02% | 732 | 19 | 2.7% | $750 | 加仓 |
| COHR | COHERENT CORPORATION | $2.88万 | 0.02% | 121 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $2.88万 | 0.02% | 1,528 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INCORPORATED | $2.86万 | 0.02% | 4,854 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INCORPORATED | $2.86万 | 0.02% | 136 | 39 | 40.2% | $8,191 | 加仓 |
| DVYE | ISHARES INCORPORATED EM MKTS DIV ETF | $2.85万 | 0.02% | 830 | 830 | — | $2.85万 | 新建仓 |
| FROG | JFROG LIMITED ORD SHS (ISRAEL) | $2.83万 | 0.02% | 603 | 427 | 242.6% | $2.00万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK | $2.79万 | 0.02% | 5,472 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORPORATION COM NEW REIT | $2.76万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORPORATION | $2.75万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $2.74万 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $2.71万 | 0.02% | 432 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $2.69万 | 0.02% | 487 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR ESG MSCI KLD 400 | $2.67万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INCORPORATED | $2.66万 | 0.02% | 635 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2.66万 | 0.02% | 160 | 71 | 79.8% | $1.18万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INCORPORATED COM NEW | $2.66万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INCORPORATED | $2.65万 | 0.02% | 226 | 226 | — | $2.65万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORPORATION | $2.63万 | 0.02% | 281 | 177 | 170.2% | $1.65万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP COMPANY | $2.59万 | 0.02% | 302 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORPORATION | $2.58万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LIMITED (CANADA) | $2.55万 | 0.02% | 338 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORPORATION | $2.50万 | 0.01% | 973 | 662 | 212.9% | $1.70万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $2.48万 | 0.01% | 989 | -316 | -24.2% | -$7,934 | 减仓 |
| LIN | LINDE PLC SHS (IRELAND) | $2.48万 | 0.01% | 50 | 15 | 42.9% | $7,436 | 加仓 |
| NMRK | NEWMARK GROUP INCORPORATED CLASS A | $2.47万 | 0.01% | 1,646 | 1,293 | 366.3% | $1.94万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX FUND | $2.45万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INCORPORATED | $2.40万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDUSTRIES INCORPORATED | $2.40万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INCORPORATED | $2.39万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $2.39万 | 0.01% | 740 | -10 | -1.3% | -$322 | 减仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $2.32万 | 0.01% | 1,014 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | $2.28万 | 0.01% | 626 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $2.27万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $2.24万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $2.23万 | 0.01% | 1,017 | 20 | 2.0% | $438 | 加仓 |
| HLI | HOULIHAN LOKEY INCORPORATED CLASS A | $2.23万 | 0.01% | 155 | 109 | 237.0% | $1.57万 | 加仓 |
| WHD | CACTUS INCORPORATED CLASS A | $2.22万 | 0.01% | 469 | 469 | — | $2.22万 | 新建仓 |
| TECH | BIO-TECHNE CORPORATION | $2.21万 | 0.01% | 423 | 243 | 135.0% | $1.27万 | 重新持有 |
| DHI | D R HORTON INCORPORATED | $2.20万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $2.19万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $2.16万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INCORPORATED | $2.16万 | 0.01% | 89 | -1 | -1.1% | -$243 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $2.14万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $2.14万 | 0.01% | 108 | 3 | 2.9% | $595 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2.12万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INCORPORATED | $2.10万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $2.05万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $2.01万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE INCORPORATED | $2.01万 | 0.01% | 339 | 231 | 213.9% | $1.37万 | 重新持有 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.00万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORPORATION | $1.98万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR MSCI USA MMENTM | $1.97万 | 0.01% | 82 | -26 | -24.1% | -$6,240 | 减仓 |
| NDSN | NORDSON CORPORATION | $1.94万 | 0.01% | 73 | 44 | 151.7% | $1.17万 | 加仓 |
| BLK | BLACKROCK INCORPORATED | $1.92万 | 0.01% | 20 | 7 | 53.8% | $6,732 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $1.89万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORPORATION COMMON STOCK | $1.89万 | 0.01% | 231 | 168 | 266.7% | $1.37万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $1.86万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INCORPORATED | $1.85万 | 0.01% | 108 | 64 | 145.5% | $1.10万 | 加仓 |
| IUSG | ISHARES TR CORE S&P US GWT | $1.81万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR USD INV GRDE ETF | $1.80万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INCORPORATED | $1.80万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ENERGY & RES TR | $1.78万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORPORATION | $1.77万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $1.76万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORPORATION | $1.76万 | 0.01% | 414 | 282 | 213.6% | $1.20万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $1.74万 | 0.01% | 471 | 471 | — | $1.74万 | 新建仓 |
| LAUR | LAUREATE ED INCORPORATED COMMON STOCK | $1.74万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTERNATIONAL INCORPORATED CLASS A | $1.74万 | 0.01% | 32 | 32 | — | $1.74万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $1.72万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INCORPORATED CLASS A | $1.71万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |