Miller Capital Partners, Inc.
TROY MI · SEC CIK 0002111377
$2.57亿2026Q2 申报市值
258持仓数
43.4%前十大占比 · 第一大 16.8%
4 / 8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
ADI 加仓+$114.94万
HONA 新建仓+$88.17万
VCIT 加仓+$64.19万
LUMN 加仓+$45.48万
AXP 加仓+$32.37万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$147.81万
HON 减仓-$90.21万
IBIT 减仓-$77.08万
TMUS 减仓-$29.54万
MSFT 减仓-$15.78万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $4,309.03万 | 16.78% | 99,440 | -3,411 | -3.3% | -$147.81万 | 减仓 |
| ASML | ASML HLDG NV | $1,461.64万 | 5.69% | 7,347 | -4 | -0.1% | -$7,958 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $982.90万 | 3.83% | 41,539 | -20 | -0.0% | -$4,732 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $949.00万 | 3.70% | 114,821 | 7,767 | 7.3% | $64.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $701.23万 | 2.73% | 7,496 | -24 | -0.3% | -$2.25万 | 减仓 |
| DE | DEERE & CO | $683.62万 | 2.66% | 10,777 | 200 | 1.9% | $12.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $663.42万 | 2.58% | 17,785 | -423 | -2.3% | -$15.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $483.98万 | 1.89% | 9,672 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $468.38万 | 1.82% | 3,905 | 27 | 0.7% | $3.24万 | 加仓 |
| CIEN | CIENA CORP | $432.04万 | 1.68% | 8,807 | -160 | -1.8% | -$7.85万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $419.91万 | 1.64% | 4,293 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $400.67万 | 1.56% | 13,280 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $380.74万 | 1.48% | 14,892 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $374.79万 | 1.46% | 39,643 | -1,572 | -3.8% | -$14.86万 | 减仓 |
| AMZN | AMAZON COM INC | $372.93万 | 1.45% | 15,647 | 292 | 1.9% | $6.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $366.14万 | 1.43% | 8,486 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $364.35万 | 1.42% | 10,331 | 178 | 1.8% | $6.28万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $361.88万 | 1.41% | 6,275 | 173 | 2.8% | $9.98万 | 加仓 |
| AON | AON PLC | $358.66万 | 1.40% | 10,813 | -195 | -1.8% | -$6.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $345.74万 | 1.35% | 17,279 | -35 | -0.2% | -$7,003 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $342.29万 | 1.33% | 15,803 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $314.62万 | 1.23% | 33,321 | 1,527 | 4.8% | $14.42万 | 加仓 |
| AAPL | APPLE INC | $312.71万 | 1.22% | 10,807 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $282.37万 | 1.10% | 2,792 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $253.27万 | 0.99% | 46,720 | 520 | 1.1% | $2.82万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $248.48万 | 0.97% | 323,537 | 59,225 | 22.4% | $45.48万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $246.45万 | 0.96% | 7,286 | 957 | 15.1% | $32.37万 | 加仓 |
| AGG | ISHARES TR | $235.08万 | 0.92% | 23,750 | 605 | 2.6% | $5.99万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $226.29万 | 0.88% | 20,902 | -533 | -2.5% | -$5.77万 | 减仓 |
| CSX | CSX CORP | $226.01万 | 0.88% | 47,550 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $221.05万 | 0.86% | 8,978 | 85 | 1.0% | $2.09万 | 加仓 |
| ENTG | ENTEGRIS INC | $213.58万 | 0.83% | 11,875 | -65 | -0.5% | -$1.17万 | 减仓 |
| MCD | MCDONALDS CORP | $208.92万 | 0.81% | 7,729 | -426 | -5.2% | -$11.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $208.67万 | 0.81% | 6,375 | -17 | -0.3% | -$5,565 | 减仓 |
| GOOGL | ALPHABET INC | $204.02万 | 0.79% | 5,709 | -230 | -3.9% | -$8.22万 | 减仓 |
| LIN | LINDE PLC | $201.50万 | 0.78% | 3,883 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $197.96万 | 0.77% | 1,715 | -39 | -2.2% | -$4.50万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看涨期权 | $195.84万 | 0.76% | 255,000 | 80,000 | 45.7% | $61.44万 | 加仓 |
| VV | VANGUARD INDEX FDS | $194.21万 | 0.76% | 5,647 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $193.85万 | 0.76% | 38,325 | -610 | -1.6% | -$3.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $181.76万 | 0.71% | 4,912 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $173.09万 | 0.67% | 4,062 | 593 | 17.1% | $25.27万 | 加仓 |
| IJH | ISHARES TR | $167.44万 | 0.65% | 21,714 | 950 | 4.6% | $7.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $160.22万 | 0.62% | 3,355 | 218 | 6.9% | $10.41万 | 加仓 |
| IVV | ISHARES TR | $155.84万 | 0.61% | 2,081 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $149.28万 | 0.58% | 7,868 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $145.90万 | 0.57% | 4,634 | 496 | 12.0% | $15.62万 | 加仓 |
| TJX | TJX COS INC NEW | $134.52万 | 0.52% | 8,879 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $130.51万 | 0.51% | 3,455 | -25 | -0.7% | -$9,444 | 减仓 |
| ABBV | ABBVIE INC | $128.64万 | 0.50% | 5,112 | -233 | -4.4% | -$5.86万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $119.25万 | 0.46% | 11,217 | -320 | -2.8% | -$3.40万 | 减仓 |
| ADI | ANALOG DEVICES INC | $118.08万 | 0.46% | 2,973 | 2,894 | 3,663.3% | $114.94万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $114.17万 | 0.44% | 39,423 | 100 | 0.3% | $2,896 | 加仓 |
| IJR | ISHARES TR | $112.58万 | 0.44% | 7,591 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $105.64万 | 0.41% | 13,112 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $104.86万 | 0.41% | 4,129 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $103.05万 | 0.40% | 1,380 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $101.63万 | 0.40% | 5,679 | 595 | 11.7% | $10.65万 | 加仓 |
| NOW | SERVICENOW INC | $95.17万 | 0.37% | 9,586 | 1,136 | 13.4% | $11.28万 | 加仓 |
| VB | VANGUARD INDEX FDS | $93.88万 | 0.37% | 3,097 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $89.43万 | 0.35% | 3,994 | -4,029 | -50.2% | -$90.21万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $88.17万 | 0.34% | 3,988 | 3,988 | — | $88.17万 | 新建仓 |
| IGIB | ISHARES TR | $83.72万 | 0.33% | 15,745 | 2,345 | 17.5% | $12.47万 | 加仓 |
| — | EXXON MOBIL CORP | $81.50万 | 0.32% | 5,961 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $79.64万 | 0.31% | 9,800 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $78.84万 | 0.31% | 10,605 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $76.86万 | 0.30% | 9,725 | 665 | 7.3% | $5.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $75.99万 | 0.30% | 5,182 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $75.66万 | 0.29% | 6,626 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $74.77万 | 0.29% | 1,468 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $74.06万 | 0.29% | 4,468 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $66.46万 | 0.26% | 4,643 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $65.12万 | 0.25% | 1,911 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $61.30万 | 0.24% | 1,735 | -65 | -3.6% | -$2.30万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $61.11万 | 0.24% | 11,880 | 610 | 5.4% | $3.14万 | 加仓 |
| UNP | UNION PAC CORP | $59.49万 | 0.23% | 2,187 | -3 | -0.1% | -$816 | 减仓 |
| VTV | VANGUARD INDEX FDS | $57.21万 | 0.22% | 2,625 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $55.94万 | 0.22% | 1,330 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $55.90万 | 0.22% | 6,160 | -727 | -10.6% | -$6.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $55.50万 | 0.22% | 7,789 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $55.16万 | 0.21% | 841 | -15 | -1.8% | -$9,838 | 减仓 |
| MS | MORGAN STANLEY | $52.97万 | 0.21% | 2,534 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $52.02万 | 0.20% | 1,392 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $49.43万 | 0.19% | 6,733 | 240 | 3.7% | $1.76万 | 加仓 |
| WMT | WALMART INC | $49.27万 | 0.19% | 4,350 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $48.21万 | 0.19% | 2,935 | 86 | 3.0% | $1.41万 | 加仓 |
| GLW | CORNING INC | $47.84万 | 0.19% | 1,873 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $45.70万 | 0.18% | 4,540 | -1,233 | -21.4% | -$12.41万 | 减仓 |
| MMM | 3M CO | $45.61万 | 0.18% | 2,817 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $43.86万 | 0.17% | 4,198 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.49万 | 0.17% | 1,942 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $42.17万 | 0.16% | 4,122 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $40.77万 | 0.16% | 347 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $39.70万 | 0.15% | 3,640 | -80 | -2.2% | -$8,726 | 减仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $38.90万 | 0.15% | 31,700 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $36.77万 | 0.14% | 633 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $35.37万 | 0.14% | 6,208 | -1,012 | -14.0% | -$5.77万 | 减仓 |
| RPM | RPM INTL INC | $34.57万 | 0.13% | 3,110 | 500 | 19.2% | $5.56万 | 加仓 |
| VGT | VANGUARD WORLD FD | $34.42万 | 0.13% | 2,880 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $33.45万 | 0.13% | 975 | -9 | -0.9% | -$3,088 | 减仓 |