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 |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNOLOGIES IN | $2.20万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.19万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.15万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.15万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $2.07万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $2.07万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1.97万 | 0.01% | 1,785 | 1,785 | — | $1.97万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $1.82万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.80万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.77万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1.76万 | 0.01% | 350 | -350 | -50.0% | -$1.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.75万 | 0.01% | 35 | -37 | -51.4% | -$1.85万 | 减仓 |
| VCR | VANGUARD WORLD FD | $1.69万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.68万 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $1.68万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.66万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.63万 | 0.01% | 170 | -30 | -15.0% | -$2,885 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.61万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.61万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.60万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.56万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $1.50万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $1.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.48万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.44万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $1.39万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.37万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1.37万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $1.23万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.17万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.16万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1.10万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.06万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $1.05万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $1.03万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $9,954 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $9,890 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $9,863 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $9,644 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $9,425 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $9,246 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $8,668 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $8,637 | 0.00% | 29 | 29 | — | $8,637 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $7,608 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $7,472 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $7,183 | 0.00% | 110 | -109 | -49.8% | -$7,118 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $5,559 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $5,455 | 0.00% | 5 | -21 | -80.8% | -$2.29万 | 减仓 |
| HDV | ISHARES TR | $5,429 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS INC | $5,410 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,191 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $4,711 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $4,515 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $4,117 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3,588 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINIUM CORPORATION | $2,411 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $2,147 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2,127 | 0.00% | 5 | -19 | -79.2% | -$8,083 | 减仓 |
| TRN | TRINITY INDS INC | $1,288 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $1,145 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC | $742 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $0 | 0.00% | 0 | -6,200 | -100.0% | -$106.13万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -800 | -100.0% | -$5.14万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$3.70万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -600 | -100.0% | -$2.80万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -426 | -100.0% | -$2.24万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -13 | -100.0% | -$8,612 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -93 | -100.0% | -$7,413 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -30 | -100.0% | -$2,613 | 清仓 |