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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC | $32.37万 | 0.13% | 669 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.28万 | 0.13% | 1,517 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $29.10万 | 0.11% | 3,735 | -860 | -18.7% | -$6.70万 | 减仓 |
| BLK | BLACKROCK INC | $28.75万 | 0.11% | 299 | -1 | -0.3% | -$962 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $28.56万 | 0.11% | 4,906 | 160 | 3.4% | $9,313 | 加仓 |
| CAT | CATERPILLAR INC | $28.22万 | 0.11% | 265 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.86万 | 0.11% | 1,806 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $25.78万 | 0.10% | 3,084 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.05万 | 0.10% | 2,930 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $24.89万 | 0.10% | 399 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.70万 | 0.10% | 2,103 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.40万 | 0.09% | 6,760 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $22.85万 | 0.09% | 1,933 | -367 | -16.0% | -$4.34万 | 减仓 |
| IBDU | ISHARES TR | $22.41万 | 0.09% | 9,675 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $22.36万 | 0.09% | 920 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.51万 | 0.08% | 765 | -345 | -31.1% | -$9.70万 | 减仓 |
| DHR | DANAHER CORP DEL | $20.95万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $20.80万 | 0.08% | 655 | 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 |
| TEL | TE CONNECTIVITY PLC | $18.57万 | 0.07% | 921 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $18.42万 | 0.07% | 500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $17.83万 | 0.07% | 5,356 | -23,154 | -81.2% | -$77.08万 | 减仓 |
| AMGN | AMGEN INC | $17.38万 | 0.07% | 480 | -50 | -9.4% | -$1.81万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $15.80万 | 0.06% | 432 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $15.54万 | 0.06% | 708 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $15.48万 | 0.06% | 1,301 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $15.25万 | 0.06% | 1,935 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $14.52万 | 0.06% | 109 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $14.29万 | 0.06% | 208 | 23 | 12.4% | $1.58万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $14.06万 | 0.05% | 283 | -222 | -44.0% | -$11.03万 | 减仓 |
| INTC | INTEL CORP | $13.96万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $13.66万 | 0.05% | 755 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $13.52万 | 0.05% | 1,555 | -141 | -8.3% | -$1.23万 | 减仓 |
| OUSA | ALPS ETF TR | $13.40万 | 0.05% | 2,298 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $13.04万 | 0.05% | 1,030 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $12.85万 | 0.05% | 280 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $12.62万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $12.04万 | 0.05% | 448 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $11.72万 | 0.05% | 303 | -150 | -33.1% | -$5.80万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $10.98万 | 0.04% | 695 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $10.61万 | 0.04% | 1,995 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $10.61万 | 0.04% | 909 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $9.52万 | 0.04% | 2,140 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $9.14万 | 0.04% | 338 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $8.76万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $8.67万 | 0.03% | 1,674 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $8.27万 | 0.03% | 1,435 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $8.21万 | 0.03% | 2,420 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8.19万 | 0.03% | 924 | -232 | -20.1% | -$2.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $8.00万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $7.66万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.47万 | 0.03% | 345 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $7.27万 | 0.03% | 767 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $7.25万 | 0.03% | 3,409 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $7.20万 | 0.03% | 1,515 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7.14万 | 0.03% | 650 | -883 | -57.6% | -$9.69万 | 减仓 |
| META | META PLATFORMS INC | $7.10万 | 0.03% | 126 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $6.95万 | 0.03% | 400 | -535 | -57.2% | -$9.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.65万 | 0.03% | 160 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $6.58万 | 0.03% | 373 | 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 |
| DFAX | DIMENSIONAL ETF TRUST | $6.33万 | 0.02% | 1,718 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $6.25万 | 0.02% | 1,295 | -1,340 | -50.9% | -$6.47万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $6.02万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $5.90万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $5.90万 | 0.02% | 671 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.64万 | 0.02% | 674 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $5.52万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $5.46万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $5.39万 | 0.02% | 705 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $5.34万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $5.16万 | 0.02% | 473 | 0 | 0.0% | — | 不变 |
| SABS | SAB BIOTHERAPEUTICS INC | $5.02万 | 0.02% | 12,870 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.01万 | 0.02% | 1,184 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $4.62万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $4.61万 | 0.02% | 1,808 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.50万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4.39万 | 0.02% | 133 | -134 | -50.2% | -$4.42万 | 减仓 |
| TRGP | TARGA RES CORP | $4.29万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4.18万 | 0.02% | 458 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $3.87万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.72万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.67万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $3.65万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.63万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $3.63万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3.53万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $3.34万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $3.28万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.21万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3.14万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.13万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $3.01万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.81万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $2.79万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2.59万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.54万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2.49万 | 0.01% | 113 | -100 | -46.9% | -$2.20万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.48万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.37万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |