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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $5.90万 | 0.02% | 671 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $5.90万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $6.02万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $6.25万 | 0.02% | 1,295 | -1,340 | -50.9% | -$6.47万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $6.33万 | 0.02% | 1,718 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $6.54万 | 0.03% | 390 | -1,761 | -81.9% | -$29.54万 | 减仓 |
| APH | AMPHENOL CORP | $6.58万 | 0.03% | 373 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6.65万 | 0.03% | 160 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $6.95万 | 0.03% | 400 | -535 | -57.2% | -$9.30万 | 减仓 |
| META | META PLATFORMS INC | $7.10万 | 0.03% | 126 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7.14万 | 0.03% | 650 | -883 | -57.6% | -$9.69万 | 减仓 |
| NI | NISOURCE INC | $7.20万 | 0.03% | 1,515 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $7.25万 | 0.03% | 3,409 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $7.27万 | 0.03% | 767 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.47万 | 0.03% | 345 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $7.66万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $8.00万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8.19万 | 0.03% | 924 | -232 | -20.1% | -$2.06万 | 减仓 |
| CNX | CNX RES CORP | $8.21万 | 0.03% | 2,420 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.27万 | 0.03% | 1,435 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $8.67万 | 0.03% | 1,674 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $8.76万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $9.14万 | 0.04% | 338 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $9.52万 | 0.04% | 2,140 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $10.61万 | 0.04% | 909 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $10.61万 | 0.04% | 1,995 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $10.98万 | 0.04% | 695 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $11.72万 | 0.05% | 303 | -150 | -33.1% | -$5.80万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $12.04万 | 0.05% | 448 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $12.62万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $12.85万 | 0.05% | 280 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $13.04万 | 0.05% | 1,030 | 0 | 0.0% | — | 不变 |
| OUSA | ALPS ETF TR | $13.40万 | 0.05% | 2,298 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $13.52万 | 0.05% | 1,555 | -141 | -8.3% | -$1.23万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $13.66万 | 0.05% | 755 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $13.96万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $14.06万 | 0.05% | 283 | -222 | -44.0% | -$11.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $14.29万 | 0.06% | 208 | 23 | 12.4% | $1.58万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $14.52万 | 0.06% | 109 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $15.25万 | 0.06% | 1,935 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $15.48万 | 0.06% | 1,301 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $15.54万 | 0.06% | 708 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $15.80万 | 0.06% | 432 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $17.38万 | 0.07% | 480 | -50 | -9.4% | -$1.81万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $17.83万 | 0.07% | 5,356 | -23,154 | -81.2% | -$77.08万 | 减仓 |
| GLD | SPDR GOLD TR | $18.42万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $18.57万 | 0.07% | 921 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $18.91万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $20.80万 | 0.08% | 655 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $20.95万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.51万 | 0.08% | 765 | -345 | -31.1% | -$9.70万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.36万 | 0.09% | 920 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $22.41万 | 0.09% | 9,675 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $22.85万 | 0.09% | 1,933 | -367 | -16.0% | -$4.34万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.40万 | 0.09% | 6,760 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.70万 | 0.10% | 2,103 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $24.89万 | 0.10% | 399 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.05万 | 0.10% | 2,930 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $25.78万 | 0.10% | 3,084 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.86万 | 0.11% | 1,806 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.22万 | 0.11% | 265 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $28.56万 | 0.11% | 4,906 | 160 | 3.4% | $9,313 | 加仓 |
| BLK | BLACKROCK INC | $28.75万 | 0.11% | 299 | -1 | -0.3% | -$962 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $29.10万 | 0.11% | 3,735 | -860 | -18.7% | -$6.70万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.28万 | 0.13% | 1,517 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $32.37万 | 0.13% | 669 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $33.45万 | 0.13% | 975 | -9 | -0.9% | -$3,088 | 减仓 |
| VGT | VANGUARD WORLD FD | $34.42万 | 0.13% | 2,880 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $34.57万 | 0.13% | 3,110 | 500 | 19.2% | $5.56万 | 加仓 |
| BAC | BANK OF AMER CORP | $35.37万 | 0.14% | 6,208 | -1,012 | -14.0% | -$5.77万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.77万 | 0.14% | 633 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIYIELD MICH QU | $38.90万 | 0.15% | 31,700 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $39.70万 | 0.15% | 3,640 | -80 | -2.2% | -$8,726 | 减仓 |
| GEV | GE VERNOVA INC | $40.77万 | 0.16% | 347 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $42.17万 | 0.16% | 4,122 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.49万 | 0.17% | 1,942 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $43.86万 | 0.17% | 4,198 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $45.61万 | 0.18% | 2,817 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $45.70万 | 0.18% | 4,540 | -1,233 | -21.4% | -$12.41万 | 减仓 |
| GLW | CORNING INC | $47.84万 | 0.19% | 1,873 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $48.21万 | 0.19% | 2,935 | 86 | 3.0% | $1.41万 | 加仓 |
| WMT | WALMART INC | $49.27万 | 0.19% | 4,350 | 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 |
| GE | GE AEROSPACE | $52.02万 | 0.20% | 1,392 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $52.97万 | 0.21% | 2,534 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $55.16万 | 0.21% | 841 | -15 | -1.8% | -$9,838 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $55.50万 | 0.22% | 7,789 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $55.90万 | 0.22% | 6,160 | -727 | -10.6% | -$6.60万 | 减仓 |
| TSLA | TESLA INC | $55.94万 | 0.22% | 1,330 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $57.21万 | 0.22% | 2,625 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $59.49万 | 0.23% | 2,187 | -3 | -0.1% | -$816 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $61.11万 | 0.24% | 11,880 | 610 | 5.4% | $3.14万 | 加仓 |
| GOOG | ALPHABET INC | $61.30万 | 0.24% | 1,735 | -65 | -3.6% | -$2.30万 | 减仓 |
| CB | CHUBB LIMITED | $65.12万 | 0.25% | 1,911 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $66.46万 | 0.26% | 4,643 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $74.06万 | 0.29% | 4,468 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $74.77万 | 0.29% | 1,468 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $75.66万 | 0.29% | 6,626 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $75.99万 | 0.30% | 5,182 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $76.86万 | 0.30% | 9,725 | 665 | 7.3% | $5.26万 | 加仓 |