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 |
|---|---|---|---|---|---|---|---|---|
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1.70万 | 0.01% | 1,604 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTERNATIONAL INCORPORATED | $1.67万 | 0.01% | 103 | 66 | 178.4% | $1.07万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $1.66万 | 0.01% | 696 | 365 | 110.3% | $8,691 | 加仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $1.66万 | 0.01% | 923 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1.65万 | 0.01% | 1,255 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $1.64万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR US SML CAP EQT | $1.60万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR MRGSTR SM CP GR | $1.60万 | 0.01% | 292 | -150 | -33.9% | -$8,220 | 减仓 |
| OGE | OGE ENERGY CORPORATION | $1.60万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $1.58万 | 0.01% | 44 | 16 | 57.1% | $5,742 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LIMITED SHS (IRELAND) | $1.57万 | 0.01% | 54 | -2 | -3.6% | -$581 | 减仓 |
| RS | RELIANCE INCORPORATED | $1.55万 | 0.01% | 51 | 51 | — | $1.55万 | 新建仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $1.54万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED | $1.52万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1.51万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IUS | INVESCO STRATEGIC US | $1.51万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INCORPORATED | $1.50万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $1.50万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $1.49万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $1.48万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INCORPORATED | $1.47万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $1.47万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INCORPORATED | $1.46万 | 0.01% | 262 | 166 | 172.9% | $9,231 | 重新持有 |
| VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $1.45万 | 0.01% | 1,408 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INCORPORATED COM CLASS A | $1.44万 | 0.01% | 774 | 482 | 165.1% | $8,961 | 加仓 |
| NUE | NUCOR CORPORATION | $1.42万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INCORPORATED COMMON STOCK | $1.40万 | 0.01% | 1,070 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT (FRANCE) | $1.40万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $1.40万 | 0.01% | 413 | 5 | 1.2% | $169 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.38万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR MSCI USA VALUE | $1.38万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $1.37万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $1.36万 | 0.01% | 381 | -1 | -0.3% | -$36 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.35万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORPORATION COM CLASS A | $1.35万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS (SWITZERLAND) | $1.35万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $1.33万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INCORPORATED | $1.32万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $1.32万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $1.31万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INCORPORATED CLASS A | $1.29万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INCORPORATED | $1.28万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $1.28万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTERNATIONAL CORPORATION | $1.27万 | 0.01% | 50 | 50 | — | $1.27万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.24万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE COMPANY CLASS B | $1.24万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORPORATION | $1.24万 | 0.01% | 217 | 217 | — | $1.24万 | 新建仓 |
| FTSL | FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND | $1.24万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYSTEMS INCORPORATED CLASS A | $1.23万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INCORPORATED CLASS A | $1.21万 | 0.01% | 122 | 84 | 221.1% | $8,350 | 重新持有 |
| NOW | SERVICENOW INCORPORATED | $1.20万 | 0.01% | 115 | -50 | -30.3% | -$5,227 | 减仓 |
| LSGR | NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF | $1.20万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INCORPORATED | $1.19万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $1.17万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.17万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR ESG ADVNCD HY BD | $1.16万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1.15万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INCORPORATED | $1.15万 | 0.01% | 486 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR MSCI INTL VLU FT | $1.14万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $1.13万 | 0.01% | 76 | 57 | 300.0% | $8,456 | 加仓 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $1.13万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $1.10万 | 0.01% | 70 | 33 | 89.2% | $5,190 | 加仓 |
| WEC | WEC ENERGY GROUP INCORPORATED | $1.08万 | 0.01% | 93 | -2 | -2.1% | -$232 | 减仓 |
| LAMR | LAMAR ADVERTISING COMPANY CLASS A REIT | $1.06万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INCORPORATED | $1.06万 | 0.01% | 120 | 120 | — | $1.06万 | 新建仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $1.05万 | 0.01% | 423 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INCORPORATED | $1.04万 | 0.01% | 85 | 55 | 183.3% | $6,735 | 加仓 |
| GFL | GFL ENVIRONMENTAL INCORPORATED SUB VTG SHS (CANADA) | $1.03万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $1.02万 | 0.01% | 510 | 142 | 38.6% | $2,847 | 加仓 |
| NNN | NNN REIT INCORPORATED REIT | $1.02万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT (SWITZERLAND) | $1.01万 | 0.01% | 213 | 63 | 42.0% | $2,997 | 加仓 |
| MICC | MAGNUM ICE CREAM COMPANY NV ORD SHS (NETHERLANDS) | $9,957 | 0.01% | 666 | -34 | -4.9% | -$508 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORPORATION COM CLASS B | $9,913 | 0.01% | 1,099 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORPORATION COM CLASS A | $9,778 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $9,707 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM | $9,598 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORPORATION COM NEW | $9,210 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $9,195 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INCORPORATED | $9,167 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INCORPORATED | $9,037 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $9,033 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $8,860 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INCORPORATED CLASS A | $8,839 | 0.01% | 232 | 0 | 0.0% | — | 不变 |
| — | HIGH INCOME SECS FD SHS BEN INT | $8,832 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES REIT | $8,795 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INCORPORATED | $8,743 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYSTEMS INCORPORATED | $8,676 | 0.01% | 119 | 119 | — | $8,676 | 新建仓 |
| PGR | PROGRESSIVE CORPORATION | $8,524 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA SPONSORED ADR (NORWAY) | $8,440 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES COMPANY MTN BE CLASS A | $8,373 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B (CHILE) | $8,094 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INCORPORATED DEL | $8,047 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR EAFE GRWTH ETF | $8,019 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS (IRELAND) | $8,014 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $7,974 | 0.00% | 172 | 172 | — | $7,974 | 新建仓 |
| ALB | ALBEMARLE CORPORATION | $7,899 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $7,801 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORPORATION COM SHS | $7,693 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $7,610 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | TORTOISE GLOBAL WATER ETF | $7,563 | 0.00% | 150 | 0 | 0.0% | — | 不变 |