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
WAB WABTEC CORP $3.86万0.00%143 00.0% — 不变
— INCOME FUND OF AMERICA INC $3.91万0.00%1,432 00.0% — 不变
CIEN CIENA CORPORATION $3.92万0.00%80 1014.3% $4,906 加仓
DOCS DOXIMITY INC $4.04万0.00%1,950 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4.13万0.00%850 00.0% — 不变
SW SMURFIT WESTROCK PLC $4.21万0.00%911 00.0% — 不变
KNF KNIFE RIVER CORPORATION $4.23万0.00%506 00.0% — 不变
MDU MDU RESOURCES GROUP INC $4.29万0.00%2,025 00.0% — 不变
DELL DELL TECHNOLOGIES INC $4.31万0.00%100 00.0% — 不变
ES EVERSOURCE ENERGY $4.42万0.01%611 00.0% — 不变
IBN ICICI BANK LTD $4.79万0.01%1,650 00.0% — 不变
WM WASTE MANAGEMENT INC DEL $4.88万0.01%219 00.0% — 不变
MAT MATTEL INC $4.97万0.01%3,582 00.0% — 不变
DON WISDOMTREE TRUST $5.09万0.01%900 00.0% — 不变
— MFS GROWTH FUND $5.11万0.01%282 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $5.12万0.01%439 00.0% — 不变
— IMPAX SUSTAINABLE ALLOCATION $5.16万0.01%1,918 00.0% — 不变
NVEC NVE CORPORATION $5.23万0.01%500 00.0% — 不变
— TOTO LTD $5.30万0.01%1,000 00.0% — 不变
— BANK OF AMERICA CORPORATION $5.34万0.01%3,000 00.0% — 不变
FDX FEDEX CORP $5.48万0.01%175 00.0% — 不变
— WELLS FARGO & COMPANY $5.50万0.01%3,000 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH $5.51万0.01%444 00.0% — 不变
— TOPBUILD CORP $5.53万0.01%154 154— $5.53万 新建仓
MS MORGAN STANLEY $5.58万0.01%267 00.0% — 不变
PM PHILIP MORRIS INTERNATIONAL $5.61万0.01%310 00.0% — 不变
— BANK OF AMERICA CORPORATION $5.82万0.01%3,400 00.0% — 不变
— AMERICAN CENTURY HERITAGE FD $5.87万0.01%2,600 00.0% — 不变
BKNG BOOKING HOLDINGS INC $5.88万0.01%330 51.5% $891 加仓
IEX IDEX CORP $5.92万0.01%261 00.0% — 不变
BAX BAXTER INTERNATIONAL INC $5.97万0.01%2,800 00.0% — 不变
TTE TOTALENERGIES SE $6.06万0.01%779 00.0% — 不变
HSY HERSHEY COMPANY (THE) $6.28万0.01%358 00.0% — 不变
TD BANQUE TORONTO DOMINION $6.45万0.01%531 00.0% — 不变
DHI D R HORTON INC $6.52万0.01%400 00.0% — 不变
TGT TARGET CORP $6.53万0.01%500 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $6.61万0.01%465 00.0% — 不变
PGR PROGRESSIVE CORP-OHIO $6.66万0.01%305 00.0% — 不变
DHR DANAHER CORPORATION $6.67万0.01%350 00.0% — 不变
EIX EDISON INTERNATIONAL $6.85万0.01%920 00.0% — 不变
— WELLS FARGO & COMPANY $6.86万0.01%4,000 00.0% — 不变
DE DEERE & CO $6.98万0.01%110 00.0% — 不变
AEP AMERICAN ELECTRIC POWER $6.99万0.01%511 00.0% — 不变
AIR AAR CORP $7.15万0.01%500 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $7.23万0.01%142 00.0% — 不变
JBHT JB HUNT TRANSPORT SERVICES INC $7.24万0.01%250 00.0% — 不变
— JPMORGAN CHASE & CO $7.37万0.01%4,000 00.0% — 不变
VXF VANGUARD INDEX FUNDS $7.41万0.01%301 00.0% — 不变
KN KNOWLES CORPORATION $7.47万0.01%1,800 00.0% — 不变
MBC MASTERBRAND INC $7.54万0.01%7,329 -334-4.4% -$3,437 减仓
— BANK OF AMERICA CORPORATION $7.69万0.01%4,000 00.0% — 不变
CNC CENTENE CORP DEL $7.70万0.01%1,200 00.0% — 不变
— MURATA MANUFACTURING CO LTD $7.89万0.01%2,250 00.0% — 不变
— FIDELITY SELECT MEDICAL $8.36万0.01%1,790 00.0% — 不变
TSCO TRACTOR SUPPLY CO $8.38万0.01%2,652 32614.0% $1.03万 加仓
ECG EVERUS CONSTRUCTION GROUP $8.40万0.01%506 00.0% — 不变
HLN HALEON PLC $8.45万0.01%9,055 00.0% — 不变
ORI OLD REPUBLIC INTL CORP $8.49万0.01%2,076 -80-3.7% -$3,274 减仓
LYFT LYFT INC $8.55万0.01%5,850 00.0% — 不变
CRH CRH PUBLIC LIMITED COMPANY $8.56万0.01%800 00.0% — 不变
CPRT COPART INC $9.26万0.01%3,284 00.0% — 不变
— NYLI MACKAY HIGH YIELD MUNI $9.26万0.01%7,747 00.0% — 不变
HHH HOWARD HUGHES HOLDINGS $9.32万0.01%1,303 00.0% — 不变
PSX PHILLIPS 66 $9.33万0.01%552 00.0% — 不变
— FEDERAL AGRICULTURE MTG CORP $9.39万0.01%5,300 00.0% — 不变
— T ROWE PRICE INSTITUTIONAL $9.47万0.01%10,260 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $9.52万0.01%2,800 1,25080.6% $4.25万 加仓
STX SEAGATE TECHNOLOGY HOLDINGS $9.65万0.01%100 00.0% — 不变
LNC LINCOLN NATIONAL CORP-IND $9.90万0.01%2,800 00.0% — 不变
TFX TELEFLEX INC $9.94万0.01%784 -416-34.7% -$5.27万 减仓
TM TOYOTA MOTOR CORPORATION $10.11万0.01%600 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $10.30万0.01%486 00.0% — 不变
ETSY ETSY INC $10.55万0.01%1,400 00.0% — 不变
— WARNER BROS DISCOVERY INC $10.94万0.01%4,103 00.0% — 不变
IJH ISHARES CORE S&P MID CAP ETF $10.99万0.01%1,425 00.0% — 不变
FCPT FOUR CORNERS PROPERTY TRUST $11.05万0.01%4,500 00.0% — 不变
AN AUTONATION INC DEL $11.15万0.01%600 00.0% — 不变
IBB ISHARES TR $11.41万0.01%600 00.0% — 不变
GHC GRAHAM HOLDINGS COMPANY $11.41万0.01%100 00.0% — 不变
GPI GROUP 1 AUTOMOTIVE INC $11.65万0.01%400 00.0% — 不变
AZN ASTRAZENECA PLC $11.68万0.01%616 00.0% — 不变
LNT ALLIANT ENERGY CORPORATION $11.78万0.01%1,544 00.0% — 不变
— MORGAN STANLEY $11.88万0.01%7,000 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC $12.31万0.01%1,350 00.0% — 不变
ADI ANALOG DEVICES INC $12.87万0.01%324 00.0% — 不变
GLD SPDR GOLD TR $12.89万0.01%350 00.0% — 不变
BE BLOOM ENERGY CORPORATION $12.89万0.01%426 00.0% — 不变
— FIDELITY NASDAQ COMPOSITE $13.03万0.01%390 00.0% — 不变
INTC INTEL CORP $13.26万0.02%950 00.0% — 不变
— WCM FOCUSED INTERNATIONAL $13.28万0.02%4,614 00.0% — 不变
LMT LOCKHEED MARTIN CORP $13.76万0.02%270 00.0% — 不变
MAS MASCO CORP $13.83万0.02%1,700 00.0% — 不变
STNE STONECO LTD $13.98万0.02%12,900 00.0% — 不变
VOO VANGUARD S&P 500 ETF $14.01万0.02%204 00.0% — 不变
EEM ISHARES MSCI EMERGING MARKETS $14.02万0.02%2,050 00.0% — 不变
TG TREDEGAR CORPORATION $14.23万0.02%17,880 00.0% — 不变
TROW PRICE T ROWE GROUP INC $14.23万0.02%1,252 00.0% — 不变
SOLS SOLSTICE ADVANCED MATERIALS $14.42万0.02%1,628 00.0% — 不变
SHW SHERWIN WILLIAMS CO $14.46万0.02%420 00.0% — 不变
ITA ISHARES TRUST $14.55万0.02%600 00.0% — 不变