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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1,041 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INCORPORATED | $1,040 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INCORPORATED | $1,030 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR ESG SELECT SCREE | $1,001 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORPORATION COM CLASS A | $996 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $994 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INCORPORATED | $915 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES SH BEN INT REIT | $907 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM COMPANY LIMITED SPONSORED ADR (KOREA (SOUTH)) | $879 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $875 | 0.00% | 94 | 10 | 11.9% | $93 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT | $836 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR ESG AWR US AGRGT | $808 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $778 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR CORE 1 5 YR USD | $775 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | HEWLETT PACKARD ENTERPRISE COMPANY. 7.625 MAND CONV CUMULATIVE 7.625 DUE 09/01/2027 | $774 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $744 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INCORPORATED | $728 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING COMPANY | $709 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $684 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INCORPORATED | $650 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INCORPORATED | $637 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORPORATION (CANADA) | $633 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYSTEMS INCORPORATED | $631 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORPORATION | $605 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $599 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INCORPORATED | $580 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INCORPORATED | $564 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INCORPORATED CLASS A | $555 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INCORPORATED CLASS A | $554 | 0.00% | 6 | -6 | -50.0% | -$554 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INCORPORATED COM NEW | $546 | 0.00% | 29 | -30 | -50.8% | -$565 | 减仓 |
| RY | ROYAL BK CDA (CANADA) | $485 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INCORPORATED COM NEW | $477 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INCORPORATED COM CLASS A | $458 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INCORPORATED REIT | $437 | 0.00% | 16 | -16 | -50.0% | -$437 | 减仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $427 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORPORATION NEW CLASS A | $424 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | FTC SOLAR INCORPORATED COM NEW | $363 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INCORPORATED | $292 | 0.00% | 7 | -8 | -53.3% | -$334 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INCORPORATED CLASS B (CANADA) | $269 | 0.00% | 7 | -8 | -53.3% | -$307 | 减仓 |
| TU | TELUS CORPORATION (CANADA) | $218 | 0.00% | 17 | -18 | -51.4% | -$231 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $208 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) | $208 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW (CANADA) | $159 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $155 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INCORPORATED CLASS B | $146 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG COM SHS (SWITZERLAND) | $134 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INCORPORATED | $128 | 0.00% | 1 | -1 | -50.0% | -$128 | 减仓 |
| — | JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF | $128 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORPORATION COM NEW | $112 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORPORATION COM NEW | $95 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INCORPORATED | $92 | 0.00% | 1 | -2 | -66.7% | -$184 | 减仓 |
| LMND | LEMONADE INCORPORATED | $63 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | XOS INCORPORATED | $54 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INCORPORATED REIT | $19 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | ALLBIRDS INCORPORATED CLASS A NEW | $15 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | MAXEON SOLAR TECHNOLOGIES LIMITED SHS NEW (SINGAPORE) | $12 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | WESTERN COPPER & GOLD CORPORATION (CANADA) | $0 | 0.00% | 0 | -258,926 | -100.0% | -$69.13万 | 清仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $0 | 0.00% | 0 | -17,753 | -100.0% | -$47.03万 | 清仓 |
| — | CULLEN ENHANCED EQUITY INCOME ETF | $0 | 0.00% | 0 | -7,484 | -100.0% | -$19.00万 | 清仓 |
| MCY | MERCURY GENL CORPORATION NEW | $0 | 0.00% | 0 | -900 | -100.0% | -$8.47万 | 清仓 |
| — | SYNOVUS FINL CORPORATION COM NEW | $0 | 0.00% | 0 | -1,145 | -100.0% | -$5.73万 | 清仓 |
| DLTR | DOLLAR TREE INCORPORATED | $0 | 0.00% | 0 | -200 | -100.0% | -$2.46万 | 清仓 |
| — | EXACT SCIENCES CORPORATION | $0 | 0.00% | 0 | -228 | -100.0% | -$2.32万 | 清仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $0 | 0.00% | 0 | -230 | -100.0% | -$2.05万 | 清仓 |
| DAR | DARLING INGREDIENTS INCORPORATED | $0 | 0.00% | 0 | -535 | -100.0% | -$1.93万 | 清仓 |
| DNP | DNP SELECT INCOME FD INCORPORATED | $0 | 0.00% | 0 | -1,850 | -100.0% | -$1.85万 | 清仓 |
| — | ALEXANDER & BALDWIN INCORPORATED NEW REIT | $0 | 0.00% | 0 | -532 | -100.0% | -$1.10万 | 清仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -150 | -100.0% | -$6,912 | 清仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME FD COM SHS | $0 | 0.00% | 0 | -600 | -100.0% | -$6,786 | 清仓 |
| — | HILLENBRAND INCORPORATED | $0 | 0.00% | 0 | -196 | -100.0% | -$6,217 | 清仓 |
| NOG | NORTHERN OIL & GAS INCORPORATED | $0 | 0.00% | 0 | -250 | -100.0% | -$5,368 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -205 | -100.0% | -$5,014 | 清仓 |
| ENR | ENERGIZER HLDGS INCORPORATED NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,800 | 清仓 |
| LW | LAMB WESTON HLDGS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$3,861 | 清仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $0 | 0.00% | 0 | -235 | -100.0% | -$3,779 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -170 | -100.0% | -$2,734 | 清仓 |
| — | PINNACLE FINL PARTNERS INCORPORATED | $0 | 0.00% | 0 | -25 | -100.0% | -$2,385 | 清仓 |
| RAL | RALLIANT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$1,683 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INCORPORATED COM NEW REIT | $0 | 0.00% | 0 | -50 | -100.0% | -$1,118 | 清仓 |
| BRBR | BELLRING BRANDS INCORPORATED COMMON STOCK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POWR | ISHARES INCORPORATED US POWER INFRAST | $0 | 0.00% | 0 | -11 | -100.0% | -$259 | 清仓 |