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 |
|---|---|---|---|---|---|---|---|---|
| XYL | XYLEM INC | $27.48万 | 0.13% | 2,300 | -66 | -2.8% | -$7,887 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.91万 | 0.13% | 1,110 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $26.33万 | 0.13% | 1,806 | 40 | 2.3% | $5,832 | 加仓 |
| RPM | RPM INTL INC | $25.94万 | 0.12% | 2,610 | -1,275 | -32.8% | -$12.67万 | 减仓 |
| GLW | CORNING INC | $25.47万 | 0.12% | 1,873 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $25.12万 | 0.12% | 360 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $22.59万 | 0.11% | 2,930 | 20 | 0.7% | $1,542 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.55万 | 0.11% | 505 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $22.50万 | 0.11% | 9,675 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $22.00万 | 0.11% | 3,084 | -325 | -9.5% | -$2.32万 | 减仓 |
| GLD | SPDR GOLD TR | $21.51万 | 0.10% | 500 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $21.17万 | 0.10% | 1,696 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $20.86万 | 0.10% | 1,100 | -83 | -7.0% | -$1.57万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $19.99万 | 0.10% | 920 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $19.94万 | 0.10% | 6,760 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $19.83万 | 0.10% | 669 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $19.25万 | 0.09% | 921 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $18.77万 | 0.09% | 265 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $18.65万 | 0.09% | 530 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $18.02万 | 0.09% | 655 | -35 | -5.1% | -$9,631 | 减仓 |
| NDAQ | NASDAQ INC | $16.43万 | 0.08% | 1,935 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $16.32万 | 0.08% | 2,103 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $14.79万 | 0.07% | 1,533 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $13.58万 | 0.07% | 708 | 16 | 2.3% | $3,069 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $13.49万 | 0.06% | 1,030 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $13.44万 | 0.06% | 553 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.30万 | 0.06% | 909 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $13.26万 | 0.06% | 453 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $13.06万 | 0.06% | 432 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $13.05万 | 0.06% | 935 | -765 | -45.0% | -$10.68万 | 减仓 |
| XSD | SPDR SERIES TRUST | $13.01万 | 0.06% | 399 | 60 | 17.7% | $1.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $12.88万 | 0.06% | 633 | 0 | 0.0% | — | 不变 |
| OUSA | ALPS ETF TR | $12.79万 | 0.06% | 2,298 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $12.77万 | 0.06% | 2,635 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $12.74万 | 0.06% | 1,301 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $12.70万 | 0.06% | 1,995 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $12.63万 | 0.06% | 109 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $12.48万 | 0.06% | 755 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $12.44万 | 0.06% | 280 | -17 | -5.7% | -$7,555 | 减仓 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $12.38万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $11.15万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $11.05万 | 0.05% | 185 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $10.32万 | 0.05% | 448 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $10.29万 | 0.05% | 695 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $9.33万 | 0.04% | 2,420 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8.80万 | 0.04% | 1,156 | -333 | -22.4% | -$2.54万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $8.80万 | 0.04% | 338 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.70万 | 0.04% | 1,435 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $8.22万 | 0.04% | 2,140 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $7.85万 | 0.04% | 1,674 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7.79万 | 0.04% | 267 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $7.21万 | 0.03% | 126 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $7.07万 | 0.03% | 1,515 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $7.03万 | 0.03% | 3,409 | 2,500 | 275.0% | $5.16万 | 加仓 |
| BA | BOEING CO | $6.87万 | 0.03% | 345 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $6.77万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $6.53万 | 0.03% | 767 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $5.90万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $5.84万 | 0.03% | 1,718 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $5.58万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $5.14万 | 0.02% | 671 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $5.11万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.06万 | 0.02% | 674 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $5.04万 | 0.02% | 874 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.03万 | 0.02% | 213 | -14 | -6.2% | -$3,308 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $4.93万 | 0.02% | 12,870 | 12,870 | — | $4.93万 | 新建仓 |
| OUSM | ALPS ETF TR | $4.92万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $4.71万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $4.63万 | 0.02% | 1,808 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $4.54万 | 0.02% | 705 | -120 | -14.5% | -$7,722 | 减仓 |
| SLYV | SPDR SERIES TRUST | $4.47万 | 0.02% | 473 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4.41万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4.33万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $4.33万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $4.16万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $4.05万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4.01万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.95万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $3.84万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $3.71万 | 0.02% | 155 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3.47万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.44万 | 0.02% | 292 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $3.39万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.34万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.33万 | 0.02% | 505 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $3.27万 | 0.02% | 522 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $3.20万 | 0.02% | 225 | 225 | — | $3.20万 | 新建仓 |
| DVY | ISHARES TR | $3.18万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.96万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $2.95万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.84万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.75万 | 0.01% | 387 | -77 | -16.6% | -$5,481 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $2.71万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.62万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $2.54万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $2.52万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.51万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2.42万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.30万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.29万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |