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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $0 | 0.00% | 0 | -469 | -100.0% | -$2.62万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -5,000 | -100.0% | -$2.52万 | 清仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $0 | 0.00% | 0 | -1,785 | -100.0% | -$1.97万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -132 | -100.0% | -$1.17万 | 清仓 |
| EWU | ISHARES TR | $0 | 0.00% | 0 | -230 | -100.0% | -$1.05万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -54 | -100.0% | -$7,472 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -110 | -100.0% | -$7,183 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$5,410 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $983 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $1,384 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1,889 | 0.00% | 13 | -116 | -89.9% | -$1.69万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2,037 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $2,246 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $3,275 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3,421 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINIUM CORPORATION | $3,913 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,063 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $4,887 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,205 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $5,316 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $5,482 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $5,698 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $6,426 | 0.00% | 90 | -80 | -47.1% | -$5,712 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $6,655 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $6,802 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $6,804 | 0.00% | 40 | -52 | -56.5% | -$8,845 | 减仓 |
| BE | BLOOM ENERGY CORP | $7,568 | 0.00% | 25 | 25 | — | $7,568 | 新建仓 |
| COR | CENCORA INC | $8,490 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $8,633 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $9,263 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $9,439 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $9,929 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $1.01万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1.03万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.04万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1.09万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.12万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.20万 | 0.00% | 207 | -667 | -76.3% | -$3.86万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.26万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $1.27万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.28万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $1.29万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.33万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $1.39万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1.48万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.51万 | 0.01% | 100 | -121 | -54.8% | -$1.83万 | 减仓 |
| QCOM | QUALCOMM INC | $1.52万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.52万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.59万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $1.67万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.76万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $1.76万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.76万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.78万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.80万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1.84万 | 0.01% | 265 | 265 | — | $1.84万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $1.86万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.91万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.94万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.95万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2.05万 | 0.01% | 266 | 266 | — | $2.05万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $2.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.18万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.23万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.30万 | 0.01% | 112 | -441 | -79.7% | -$9.04万 | 减仓 |
| USRT | ISHARES TR | $2.33万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.37万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.48万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2.49万 | 0.01% | 113 | -100 | -46.9% | -$2.20万 | 减仓 |
| NTAP | NETAPP INC | $2.54万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.59万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $2.79万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.81万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $3.01万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.13万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3.14万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.21万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $3.28万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $3.34万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3.53万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $3.63万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.63万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $3.65万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.67万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.72万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $3.87万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4.18万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4.29万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.39万 | 0.02% | 133 | -134 | -50.2% | -$4.42万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.50万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $4.61万 | 0.02% | 1,808 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $4.62万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.01万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| SABS | SAB BIOTHERAPEUTICS INC | $5.02万 | 0.02% | 12,870 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $5.16万 | 0.02% | 473 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $5.34万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $5.39万 | 0.02% | 705 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $5.46万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $5.52万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.64万 | 0.02% | 674 | 0 | 0.0% | — | 不变 |