13F 机构持仓

McMillan Office, Inc.

ST. CLAIR SHORES MI · SEC CIK 0002109205

2026Q22026Q1 更早 9 个季度 🔒
$8.71亿2026Q2 申报市值
507持仓数
58.6%前十大占比 · 第一大 13.4%
12 / 5新建仓 / 清仓
申报市值走势$8.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 13.4%
AAPL 11.4%
GOOG 7.3%
QQQ 6.4%
MSFT 5.0%
META 4.7%
AMZN 4.0%
ABBV 2.3%
CSCO 2.2%
JPM 1.9%

2026Q2 买入最多 按季末市值估算

HONA 新建仓+$72.05万
NVDA 加仓+$36.42万
MSFT 加仓+$35.62万
TSLA 加仓+$20.57万
GROWTH FUND OF A 加仓+$19.14万

2026Q2 卖出最多 按季末市值估算

DD 减仓-$341.85万
RBC FDS TR 减仓-$296.26万
LORD ABBETT U S 减仓-$100.03万
HON 减仓-$73.01万
GOOGL 减仓-$72.19万

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
— TOPBUILD CORP $00.00%0 -154-100.0% -$5.41万 清仓
— AJINOMOTO INC $00.00%0 -500-100.0% -$1.50万 清仓
IDXX IDEXX LABORATORIES CORP $00.00%0 -4-100.0% -$2,248 清仓
HOOD ROBINHOOD MARKETS INC $00.00%0 -20-100.0% -$1,386 清仓
QBTS D WAVE QUANTUM INC $00.00%0 -20-100.0% -$289 清仓
— QVC GROUP INC $10.00%6 00.0% — 不变
— WTS XEROX HOLDINGS $50.00%20 00.0% — 不变
CNDT CONDUENT INCORPORATED $230.00%16 00.0% — 不变
BRBR BELLRING BRANDS INC $260.00%2 00.0% — 不变
— MICROVISION INC DEL $530.00%161 00.0% — 不变
VYX NCR VOYIX CORPORATION $570.00%7 00.0% — 不变
— HAIN CELESTIAL GROUP INC $670.00%120 00.0% — 不变
GRPN GROUPON INC $720.00%3 00.0% — 不变
FTRE FORTREA HOLDINGS INC $1040.00%6 00.0% — 不变
XRX XEROX HOLDINGS CORPORATION $1250.00%40 00.0% — 不变
NATL NCR ATLEOS CORPORATION $1300.00%3 00.0% — 不变
PPL PPL CORPORATION $1450.00%4 00.0% — 不变
POST POST HOLDINGS INC $1770.00%2 00.0% — 不变
— QVC GROUP INC $2210.00%43 00.0% — 不变
TDC TERADATA CORP $2430.00%7 00.0% — 不变
ADNT ADIENT PLC $2760.00%15 00.0% — 不变
— FEDERAL NATIONAL MORTGAGE $2800.00%43 00.0% — 不变
KHC KRAFT HEINZ COMPANY (THE) $5910.00%25 -66-72.5% -$1,560 减仓
VVX V2X INC $5960.00%8 00.0% — 不变
JOBY JOBY AVIATION INC $6240.00%70 00.0% — 不变
— ROBINHOOD VENTURES FUND I $6560.00%20 20— $656 新建仓
EMBC EMBECTA CORP $7010.00%215 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $7130.00%7 00.0% — 不变
SEG SEAPORT ENTERTAINMENT GROUP $7450.00%28 00.0% — 不变
GIL VETEMENTS DE SPORT GILDAN INC $7740.00%15 00.0% — 不变
BAM BROOKFIELD ASSET MANAGEMENT $8520.00%19 00.0% — 不变
— BROOKFIELD PPTY PFD L P $8840.00%57 00.0% — 不变
DVN DEVON ENERGY CORPORATION NEW $9090.00%22 00.0% — 不变
ACHR ARCHER AVIATION INC $9460.00%200 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $1,0080.00%28 00.0% — 不变
IBP INSTALLED BUILDING PRODUCTS $1,1490.00%5 00.0% — 不变
VFC VF CORPORATION $1,1840.00%71 00.0% — 不变
NWSA NEWS CORPORATION $1,1920.00%48 00.0% — 不变
BBW BUILD A BEAR WORKSHOP INC $1,2240.00%40 00.0% — 不变
GM GENERAL MOTORS COMPANY $1,2330.00%16 00.0% — 不变
SANM SANMINA CORPORATION $1,2650.00%5 00.0% — 不变
— BOND FUND OF AMERICA (THE) $1,2780.00%113 00.0% — 不变
NKE NIKE INC $1,4370.00%35 00.0% — 不变
BHC BAUSCH HEALTH COMPANIES INC $1,4790.00%300 00.0% — 不变
RKT ROCKET COMPANIES INC $1,5750.00%100 00.0% — 不变
FSLY FASTLY INC $1,6340.00%89 00.0% — 不变
— NET POWER INC $1,6700.00%1,000 00.0% — 不变
LH LABCORP HOLDINGS INC $1,6800.00%6 00.0% — 不变
BHF BRIGHTHOUSE FINANCIAL INC $1,7090.00%27 00.0% — 不变
AEHR AEHR TEST SYSTEMS $1,9210.00%20 20— $1,921 新建仓
MOS MOSAIC COMPANY $2,0130.00%95 00.0% — 不变
KBH KB HOME $2,0650.00%33 00.0% — 不变
FOR FORESTAR GROUP INC $2,0890.00%66 00.0% — 不变
USAR USA RARE EARTH INC $2,1580.00%100 100— $2,158 新建仓
VLO VALERO ENERGY CORP NEW $2,3440.00%9 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $2,3730.00%35 00.0% — 不变
SAIA SAIA INC $2,5270.00%6 00.0% — 不变
ASIX ADVANSIX INC $2,5450.00%128 00.0% — 不变
NSRGY NESTLE SA-SPONSORED ADR $2,5750.00%25 00.0% — 不变
LNG CHENIERE ENERGY INC $2,8680.00%12 00.0% — 不变
PHM PULTEGROUP INC $2,8810.00%21 00.0% — 不变
— LORD ABBETT AFFILIATED FUND $2,9080.00%129 00.0% — 不变
MTDR MATADOR RESOURCES COMPANY $2,9370.00%59 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $3,1640.00%18 00.0% — 不变
VRT VERTIV HOLDINGS LLC $3,3480.00%10 10— $3,348 新建仓
— SERVICE PROPERTIES TRUST $3,5080.00%2,076 00.0% — 不变
— ARQ INC $3,5450.00%1,390 00.0% — 不变
EWJ ISHARES INC $3,6380.00%39 00.0% — 不变
RAL RALLIANT CORPORATION $3,6820.00%50 00.0% — 不变
DRAM ROUNDHILL ETF TR $3,6930.00%50 50— $3,693 新建仓
WCC WESCO INTERNATIONAL INC $3,8000.00%11 00.0% — 不变
FIX COMFORT SYSTEMS USA INC $3,9640.00%2 2— $3,964 新建仓
BYD BOYD GAMING CORP $4,0630.00%46 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $4,0680.00%14 00.0% — 不变
VOD VODAFONE GROUP PLC $4,7210.00%357 00.0% — 不变
— CHART INDUSTRIES INC $4,8060.00%23 00.0% — 不变
ASH ASHLAND INC $4,8760.00%74 00.0% — 不变
HRB H & R BLOCK INC $4,9500.00%130 00.0% — 不变
FOXA FOX CORPORATION $4,9550.00%95 00.0% — 不变
MKC MCCORMICK & CO INC NON-VOTING $5,0420.00%100 00.0% — 不变
BN BROOKFIELD CORPORATION $5,0680.00%119 00.0% — 不变
OUT OUTFRONT MEDIA INC $5,1430.00%157 00.0% — 不变
FSLR FIRST SOLAR INC $5,1910.00%22 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINES INC $5,1980.00%24 00.0% — 不变
CABO CABLE ONE INC $5,3110.00%100 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $5,4940.00%29 00.0% — 不变
COHR COHERENT CORP $5,5230.00%14 00.0% — 不变
TLT ISHARES 20 PLUS YEAR TREASURY $5,6170.00%65 00.0% — 不变
IESC IES HOLDINGS INC $5,8770.00%8 00.0% — 不变
— TRANSAMERICA ASSET $6,1630.00%332 00.0% — 不变
CMI CUMMINS INC $6,4190.00%9 00.0% — 不变
HII HUNTINGTON INGALLS INDUSTRIES $6,4370.00%23 00.0% — 不变
BP BP P L C SPONSORED ADR $6,5030.00%176 00.0% — 不变
TAN INVESCO EXCHANGE TRADED FD TR $6,5070.00%110 00.0% — 不变
KDP KEURIG DR PEPPER INC $6,5460.00%200 00.0% — 不变
HP HELMERICH & PAYNE INC $6,5480.00%200 00.0% — 不变
DBC INVESCO DB COMMODITY INDEX $6,7180.00%252 00.0% — 不变
— MFS RESEARCH FUND-CL A $7,3910.00%124 00.0% — 不变
EVC ENTRAVISION COMMUNICATIONS $7,4590.00%572 00.0% — 不变
ALC ALCON INC $7,5820.00%113 00.0% — 不变