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 |
|---|---|---|---|---|---|---|---|---|
| QSR | RESTAURANT BRANDS INTERNATIONAL INCORPORATED | $1,305 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS COMPANY | $1,298 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INCORPORATED COMMON STOCK | $1,294 | 0.00% | 100 | 59 | 143.9% | $763 | 重新持有 |
| NI | NISOURCE INCORPORATED | $1,284 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INCORPORATED | $1,259 | 0.00% | 22 | -40 | -64.5% | -$2,289 | 减仓 |
| UAA | UNDER ARMOUR INCORPORATED CLASS A | $1,214 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1,207 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT (SWITZERLAND) | $1,200 | 0.00% | 22 | -191 | -89.7% | -$1.04万 | 减仓 |
| — | ROUNDHILL SPORTS BETTING & IGAMING ETF | $1,196 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORPORATION | $1,195 | 0.00% | 1 | 1 | — | $1,195 | 新建仓 |
| UA | UNDER ARMOUR INCORPORATED CLASS C | $1,188 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORPORATION COM NEW | $1,164 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INCORPORATED | $1,133 | 0.00% | 11 | 6 | 120.0% | $618 | 加仓 |
| FNF | FIDELITY NATL FINL INCORPORATED COM SHS | $1,132 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORPORATION | $1,118 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INCORPORATED | $1,090 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORPORATION COM CLASS A | $1,056 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY DEL | $1,050 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $1,050 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SPIN-OFF ETF | $1,048 | 0.00% | 7 | 7 | — | $1,048 | 新建仓 |
| NEM | NEWMONT CORPORATION | $1,027 | 0.00% | 11 | 11 | — | $1,027 | 新建仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INCORPORATED COM CLASS A | $1,011 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INCORPORATED | $971 | 0.00% | 4 | 4 | — | $971 | 新建仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $969 | 0.00% | 9 | 9 | — | $969 | 新建仓 |
| SKM | SK TELECOM COMPANY LIMITED SPONSORED ADR (KOREA (SOUTH)) | $965 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $925 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INCORPORATED | $908 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INCORPORATED COM CLASS A | $906 | 0.00% | 6 | -5 | -45.5% | -$755 | 减仓 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $877 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INCORPORATED | $874 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORPORATION | $856 | 0.00% | 18 | 18 | — | $856 | 新建仓 |
| WSO | WATSCO INCORPORATED | $833 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR ESG AWR US AGRGT | $806 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INCORPORATED | $799 | 0.00% | 5 | 5 | — | $799 | 新建仓 |
| COLB | COLUMBIA BKG SYSTEMS INCORPORATED | $737 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INCORPORATED CLASS A | $714 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INCORPORATED | $684 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $682 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORPORATION (CANADA) | $670 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $670 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES SH BEN INT REIT | $667 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORPORATION | $642 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORPORATION REIT | $634 | 0.00% | 25 | 25 | — | $634 | 新建仓 |
| LAZ | LAZARD INCORPORATED | $629 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA (CANADA) | $621 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS COMPANY | $590 | 0.00% | 2 | 2 | — | $590 | 新建仓 |
| PATH | UIPATH INCORPORATED CLASS A | $544 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INCORPORATED | $536 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $522 | 0.00% | 2 | 2 | — | $522 | 新建仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $519 | 0.00% | 9 | 9 | — | $519 | 新建仓 |
| — | FTC SOLAR INCORPORATED COM NEW | $488 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORPORATION | $479 | 0.00% | 9 | 9 | — | $479 | 新建仓 |
| PKG | PACKAGING CORPORATION AMER | $477 | 0.00% | 2 | 2 | — | $477 | 新建仓 |
| VICI | VICI PPTYS INCORPORATED REIT | $425 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORPORATION NEW CLASS A | $422 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMM HOLDINGS INCORPORATED COM NEW | $403 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $395 | 0.00% | 7 | 7 | — | $395 | 新建仓 |
| BITO | PROSHARES BITCOIN ETF | $383 | 0.00% | 48 | -46 | -48.9% | -$367 | 减仓 |
| AIG | AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | $298 | 0.00% | 4 | 4 | — | $298 | 新建仓 |
| XRX | XEROX HOLDINGS CORPORATION COM NEW | $272 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $247 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INCORPORATED CLASS B (CANADA) | $228 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INCORPORATED | $192 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF | $184 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION (CANADA) | $180 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG COM SHS (SWITZERLAND) | $165 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW (CANADA) | $159 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INCORPORATED CLASS B | $148 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INCORPORATED | $136 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | XOS INCORPORATED | $100 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INCORPORATED | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR JPMORGAN USD EMG | $96 | 0.00% | 1 | 1 | — | $96 | 新建仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $67 | 0.00% | 1 | 1 | — | $67 | 新建仓 |
| LMND | LEMONADE INCORPORATED | $65 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INCORPORATED REIT | $26 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | SMARTBIRD INCORPORATED CLASS A NEW | $20 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORPORATION WARRANT EXP 021128 | $12 | 0.00% | 43 | 43 | — | $12 | 新建仓 |
| — | FRANKLIN FTSE SWITZERLAND ETF | $0 | 0.00% | 0 | -3,960 | -100.0% | -$16.06万 | 清仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $0 | 0.00% | 0 | -1,214 | -100.0% | -$8.69万 | 清仓 |
| MCHI | ISHARES TR MSCI CHINA ETF | $0 | 0.00% | 0 | -1,250 | -100.0% | -$7.02万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | $0 | 0.00% | 0 | -1,178 | -100.0% | -$4.65万 | 清仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $0 | 0.00% | 0 | -773 | -100.0% | -$3.98万 | 清仓 |
| CCL | CARNIVAL CORPORATION COMMON STOCK (PANAMA) | $0 | 0.00% | 0 | -1,371 | -100.0% | -$3.55万 | 清仓 |
| OXY | OCCIDENTAL PETE CORPORATION | $0 | 0.00% | 0 | -522 | -100.0% | -$3.39万 | 清仓 |
| — | FIRST FNDTN INCORPORATED | $0 | 0.00% | 0 | -4,854 | -100.0% | -$2.86万 | 清仓 |
| AEE | AMEREN CORPORATION | $0 | 0.00% | 0 | -250 | -100.0% | -$2.75万 | 清仓 |
| OGE | OGE ENERGY CORPORATION | $0 | 0.00% | 0 | -333 | -100.0% | -$1.60万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES REIT | $0 | 0.00% | 0 | -421 | -100.0% | -$8,795 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -200 | -100.0% | -$7,402 | 清仓 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $0 | 0.00% | 0 | -15 | -100.0% | -$3,095 | 清仓 |
| ROST | ROSS STORES INCORPORATED | $0 | 0.00% | 0 | -14 | -100.0% | -$3,033 | 清仓 |
| SPIR | SPIRE GLOBAL INCORPORATED COM CLASS A NEW | $0 | 0.00% | 0 | -219 | -100.0% | -$2,755 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $0 | 0.00% | 0 | -68 | -100.0% | -$2,733 | 清仓 |
| ENVA | ENOVA INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -20 | -100.0% | -$2,717 | 清仓 |
| — | CATALYST PHARMACEUTICALS INCORPORATED | $0 | 0.00% | 0 | -90 | -100.0% | -$2,228 | 清仓 |
| — | CSG SYSTEMS INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -26 | -100.0% | -$2,078 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INCORPORATED CLASS B | $0 | 0.00% | 0 | -77 | -100.0% | -$2,030 | 清仓 |
| — | SEALED AIR CORPORATION NEW | $0 | 0.00% | 0 | -47 | -100.0% | -$1,976 | 清仓 |
| — | HANCOCK JOHN INCOME SECS TR | $0 | 0.00% | 0 | -175 | -100.0% | -$1,915 | 清仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$1,853 | 清仓 |