Miller Capital Partners, Inc.
TROY MI · SEC CIK 0002111377
$2.08亿2026Q1 申报市值
262持仓数
39.3%前十大占比 · 第一大 10.6%
5 / 8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
LRCX 加仓+$103.63万
ENB 加仓+$56.39万
BLACKROCK MUNIYI 新建仓+$37.66万
VCIT 加仓+$34.76万
ON 加仓+$33.82万
2026Q1 卖出最多 按季末市值估算
CF 减仓-$84.37万
SGOV 减仓-$54.23万
DELL 减仓-$26.34万
CIEN 减仓-$19.41万
RPM 减仓-$12.67万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP 看涨期权 | $0 | 0.00% | 0 | -6,200 | -100.0% | -$106.13万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -800 | -100.0% | -$5.14万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$3.70万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -600 | -100.0% | -$2.80万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -426 | -100.0% | -$2.24万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -13 | -100.0% | -$8,612 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -93 | -100.0% | -$7,413 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -30 | -100.0% | -$2,613 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $742 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $1,145 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $1,288 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2,127 | 0.00% | 5 | -19 | -79.2% | -$8,083 | 减仓 |
| ROG | ROGERS CORP | $2,147 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINIUM CORPORATION | $2,411 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3,588 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $4,117 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $4,515 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $4,711 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,191 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS INC | $5,410 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $5,429 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $5,455 | 0.00% | 5 | -21 | -80.8% | -$2.29万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $5,559 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $7,183 | 0.00% | 110 | -109 | -49.8% | -$7,118 | 减仓 |
| ACWI | ISHARES TR | $7,472 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,608 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $8,637 | 0.00% | 29 | 29 | — | $8,637 | 新建仓 |
| AFL | AFLAC INC | $8,668 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $9,246 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $9,425 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $9,644 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $9,863 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $9,890 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $9,954 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $1.03万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $1.05万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.06万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1.10万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.16万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.17万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $1.23万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1.37万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.37万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $1.39万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.44万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.48万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $1.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $1.50万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.56万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.60万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.61万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.61万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.63万 | 0.01% | 170 | -30 | -15.0% | -$2,885 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.66万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $1.68万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.68万 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $1.69万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.75万 | 0.01% | 35 | -37 | -51.4% | -$1.85万 | 减仓 |
| BKE | BUCKLE INC | $1.76万 | 0.01% | 350 | -350 | -50.0% | -$1.76万 | 减仓 |
| DGRO | ISHARES TR | $1.77万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.80万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.82万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1.97万 | 0.01% | 1,785 | 1,785 | — | $1.97万 | 新建仓 |
| USRT | ISHARES TR | $2.07万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $2.07万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.15万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.15万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.19万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.20万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.29万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.30万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2.42万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.51万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $2.52万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $2.54万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.62万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $2.71万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.75万 | 0.01% | 387 | -77 | -16.6% | -$5,481 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.84万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $2.95万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.96万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $3.18万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $3.20万 | 0.02% | 225 | 225 | — | $3.20万 | 新建仓 |
| EZU | ISHARES INC | $3.27万 | 0.02% | 522 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.33万 | 0.02% | 505 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.34万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.39万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.44万 | 0.02% | 292 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3.47万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $3.71万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $3.84万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.95万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4.01万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $4.05万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $4.16万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $4.33万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4.33万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4.41万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $4.47万 | 0.02% | 473 | 0 | 0.0% | — | 不变 |