13F 机构持仓

Miller Capital Partners, Inc.

TROY MI · SEC CIK 0002111377

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.57亿2026Q2
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

LRCX 16.8%
ASML 5.7%
VIG 3.8%
VCIT 3.7%
COST 2.7%
DE 2.7%
MSFT 2.6%
BRK/B 1.9%
LLY 1.8%
CIEN 1.7%

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 $00.00%0 -469-100.0% -$2.62万 清仓
— PROSHARES TR $00.00%0 -5,000-100.0% -$2.52万 清仓
BSOL BITWISE SOLANA STAKING ETF $00.00%0 -1,785-100.0% -$1.97万 清仓
VLTO VERALTO CORP $00.00%0 -132-100.0% -$1.17万 清仓
EWU ISHARES TR $00.00%0 -230-100.0% -$1.05万 清仓
ACWI ISHARES TR $00.00%0 -54-100.0% -$7,472 清仓
SOLV SOLVENTUM CORP $00.00%0 -110-100.0% -$7,183 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -500-100.0% -$5,410 清仓
HCSG HEALTHCARE SVCS GROUP INC $9830.00%40 00.0% — 不变
TRN TRINITY INDS INC $1,3840.00%40 00.0% — 不变
— ARCOSA INC $1,8890.00%13 -116-89.9% -$1.69万 减仓
SPGI S&P GLOBAL INC $2,0370.00%5 00.0% — 不变
VSAT VIASAT INC $2,2460.00%25 00.0% — 不变
ROG ROGERS CORP $3,2750.00%20 00.0% — 不变
KMI KINDER MORGAN INC DEL $3,4210.00%107 00.0% — 不变
KALU KAISER ALUMINIUM CORPORATION $3,9130.00%20 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $4,0630.00%33 00.0% — 不变
DHI D R HORTON INC $4,8870.00%30 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $5,2050.00%300 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $5,3160.00%131 00.0% — 不变
HDV ISHARES TR $5,4820.00%200 00.0% — 不变
RODM LATTICE STRATEGIES TR $5,6980.00%141 00.0% — 不变
NFLX NETFLIX INC. $6,4260.00%90 -80-47.1% -$5,712 减仓
BMNR BITMINE IMMERSION TECHS INC $6,6550.00%500 00.0% — 不变
GWW WW GRAINGER INC $6,8020.00%5 00.0% — 不变
CTAS CINTAS CORP $6,8040.00%40 -52-56.5% -$8,845 减仓
BE BLOOM ENERGY CORP $7,5680.00%25 25— $7,568 新建仓
COR CENCORA INC $8,4900.00%30 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $8,6330.00%55 00.0% — 不变
AFL AFLAC INC $9,2630.00%79 00.0% — 不变
IAU ISHARES GOLD TR $9,4390.00%125 00.0% — 不变
DECK DECKERS OUTDOOR CORP $9,9290.00%100 00.0% — 不变
IYH ISHARES TR $1.01万0.00%150 00.0% — 不变
GD GENERAL DYNAMICS CORP $1.03万0.00%29 00.0% — 不变
EWC ISHARES INC $1.04万0.00%180 00.0% — 不变
WAT WATERS CORP $1.09万0.00%29 00.0% — 不变
SJM SMUCKER J M CO $1.12万0.00%100 00.0% — 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 00.0% — 不变
AGCO AGCO CORP $1.27万0.00%106 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $1.28万0.00%73 00.0% — 不变
VTWG VANGUARD SCOTTSDALE FDS $1.29万0.01%45 00.0% — 不变
VIS VANGUARD WORLD FD $1.33万0.01%37 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $1.39万0.01%305 00.0% — 不变
BKE BUCKLE INC $1.48万0.01%350 00.0% — 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 00.0% — 不变
NEE NEXTERA ENERGY INC $1.52万0.01%173 00.0% — 不变
XLU SELECT SECTOR SPDR TR $1.59万0.01%350 00.0% — 不变
IYJ ISHARES TR $1.67万0.01%100 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.76万0.01%164 00.0% — 不变
CBSH COMMERCE BANCSHARES INC $1.76万0.01%305 00.0% — 不变
EWJ ISHARES INC $1.76万0.01%189 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1.78万0.01%100 00.0% — 不变
MA MASTERCARD INCORPORATED $1.80万0.01%35 00.0% — 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 00.0% — 不变
DGRO ISHARES TR $1.91万0.01%252 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $1.94万0.01%412 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.95万0.01%123 00.0% — 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 00.0% — 不变
AMT AMERICAN TOWER CORP $2.18万0.01%133 00.0% — 不变
WFC WELLS FARGO & CO $2.23万0.01%270 00.0% — 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 00.0% — 不变
SPDW SPDR INDEX SHS FDS $2.37万0.01%470 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $2.48万0.01%387 00.0% — 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 00.0% — 不变
MAR MARRIOTT INTL INC NEW $2.59万0.01%70 00.0% — 不变
AYI ACUITY INC $2.79万0.01%74 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $2.81万0.01%83 00.0% — 不变
ADSK AUTODESK INC $3.01万0.01%155 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $3.13万0.01%525 00.0% — 不变
PANW PALO ALTO NETWORKS INC $3.14万0.01%92 00.0% — 不变
CMI CUMMINS INC $3.21万0.01%45 00.0% — 不变
DVY ISHARES TR $3.28万0.01%210 00.0% — 不变
— TAYLOR MORRISON HOME CORP $3.34万0.01%465 00.0% — 不变
IYW ISHARES TR $3.53万0.01%140 00.0% — 不变
EZU ISHARES INC $3.63万0.01%522 00.0% — 不变
MO ALTRIA GROUP INC $3.63万0.01%505 00.0% — 不变
AAXJ ISHARES TR $3.65万0.01%306 00.0% — 不变
IXUS ISHARES TR $3.67万0.01%385 00.0% — 不变
IYF ISHARES TR $3.72万0.01%292 00.0% — 不变
XSW SPDR SERIES TRUST $3.87万0.02%225 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $4.18万0.02%458 00.0% — 不变
TRGP TARGA RES CORP $4.29万0.02%160 00.0% — 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 00.0% — 不变
SPAB SPDR SERIES TRUST $4.61万0.02%1,808 00.0% — 不变
DIVB ISHARES TR $4.62万0.02%750 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $5.01万0.02%1,184 00.0% — 不变
SABS SAB BIOTHERAPEUTICS INC $5.02万0.02%12,870 00.0% — 不变
SLYV SPDR SERIES TRUST $5.16万0.02%473 00.0% — 不变
OUSM ALPS ETF TR $5.34万0.02%1,124 00.0% — 不变
RUSHB RUSH ENTERPRISES INC $5.39万0.02%705 00.0% — 不变
MRK MERCK & CO INC $5.46万0.02%425 00.0% — 不变
QQQ INVESCO QQQ TR $5.52万0.02%75 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $5.64万0.02%674 00.0% — 不变