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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $2,197.51万 | 10.56% | 102,851 | 4,850 | 4.9% | $103.63万 | 加仓 |
| ASML | ASML HLDG NV | $970.94万 | 4.67% | 7,351 | 2 | 0.0% | $2,642 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $893.77万 | 4.29% | 41,559 | 127 | 0.3% | $2.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $885.87万 | 4.26% | 107,054 | 4,200 | 4.1% | $34.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $749.32万 | 3.60% | 7,520 | -90 | -1.2% | -$8.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $674.01万 | 3.24% | 18,208 | 45 | 0.2% | $1.67万 | 加仓 |
| DE | DEERE & CO | $595.80万 | 2.86% | 10,577 | -186 | -1.7% | -$10.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $463.48万 | 2.23% | 9,672 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $384.33万 | 1.85% | 4,293 | -15 | -0.3% | -$1.34万 | 减仓 |
| MPC | MARATHON PETE CORP | $363.63万 | 1.75% | 14,892 | -110 | -0.7% | -$2.69万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $359.21万 | 1.73% | 6,102 | 36 | 0.6% | $2.12万 | 加仓 |
| LLY | ELI LILLY & CO | $356.69万 | 1.71% | 3,878 | 47 | 1.2% | $4.32万 | 加仓 |
| AON | AON PLC | $355.32万 | 1.71% | 11,008 | 175 | 1.6% | $5.65万 | 加仓 |
| CIEN | CIENA CORP | $348.13万 | 1.67% | 8,967 | -500 | -5.3% | -$19.41万 | 减仓 |
| HD | HOME DEPOT INC | $333.92万 | 1.60% | 10,153 | -110 | -1.1% | -$3.62万 | 减仓 |
| AMZN | AMAZON COM INC | $319.80万 | 1.54% | 15,355 | 20 | 0.1% | $4,165 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $308.79万 | 1.48% | 15,803 | -304 | -1.9% | -$5.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $301.96万 | 1.45% | 17,314 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $278.31万 | 1.34% | 21,435 | -6,498 | -23.3% | -$84.37万 | 减仓 |
| AAPL | APPLE INC | $274.27万 | 1.32% | 10,807 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $269.17万 | 1.29% | 31,794 | 1,320 | 4.3% | $11.18万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $255.20万 | 1.23% | 41,215 | 5,462 | 15.3% | $33.82万 | 加仓 |
| MCD | MCDONALDS CORP | $253.45万 | 1.22% | 8,155 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $250.13万 | 1.20% | 46,200 | 10,415 | 29.1% | $56.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $236.20万 | 1.14% | 2,792 | 32 | 1.2% | $2.71万 | 加仓 |
| AGG | ISHARES TR | $229.76万 | 1.10% | 23,145 | -380 | -1.6% | -$3.77万 | 减仓 |
| KLAC | KLA CORP | $195.54万 | 0.94% | 1,328 | 47 | 3.7% | $6.92万 | 加仓 |
| CSX | CSX CORP | $195.19万 | 0.94% | 47,550 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $194.25万 | 0.93% | 38,935 | 300 | 0.8% | $1.50万 | 加仓 |
| LIN | LINDE PLC | $192.50万 | 0.93% | 3,883 | -10 | -0.3% | -$4,958 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $191.44万 | 0.92% | 6,329 | 953 | 17.7% | $28.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $188.03万 | 0.90% | 6,392 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $183.70万 | 0.88% | 264,312 | 2,625 | 1.0% | $1.82万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $183.02万 | 0.88% | 8,893 | 10 | 0.1% | $2,058 | 加仓 |
| — | HONEYWELL INTL INC | $181.34万 | 0.87% | 8,023 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $170.78万 | 0.82% | 5,939 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $168.76万 | 0.81% | 5,647 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $157.58万 | 0.76% | 4,912 | 1 | 0.0% | $321 | 加仓 |
| RTX | RTX CORPORATION | $151.77万 | 0.73% | 7,868 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $141.80万 | 0.68% | 8,879 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $140.22万 | 0.67% | 20,764 | 305 | 1.5% | $2.06万 | 加仓 |
| ENTG | ENTEGRIS INC | $139.98万 | 0.67% | 11,940 | -150 | -1.2% | -$1.76万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $139.28万 | 0.67% | 8,486 | -1,605 | -15.9% | -$26.34万 | 减仓 |
| SYK | STRYKER CORPORATION | $135.97万 | 0.65% | 4,138 | 85 | 2.1% | $2.79万 | 加仓 |
| IVV | ISHARES TR | $135.93万 | 0.65% | 2,081 | 50 | 2.5% | $3.27万 | 加仓 |
| ETN | EATON CORP PLC | $124.08万 | 0.60% | 3,469 | 556 | 19.1% | $19.89万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看涨期权 | $121.62万 | 0.58% | 175,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $116.25万 | 0.56% | 5,345 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $109.54万 | 0.53% | 28,510 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $108.15万 | 0.52% | 11,537 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $107.71万 | 0.52% | 3,480 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.02万 | 0.51% | 3,137 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $101.13万 | 0.49% | 5,961 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $100.93万 | 0.49% | 4,129 | -115 | -2.7% | -$2.81万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $100.15万 | 0.48% | 1,468 | -22 | -1.5% | -$1.50万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $98.70万 | 0.47% | 39,323 | 358 | 0.9% | $8,986 | 加仓 |
| IJR | ISHARES TR | $94.36万 | 0.45% | 7,591 | 123 | 1.6% | $1.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $94.14万 | 0.45% | 3,278 | 5 | 0.2% | $1,436 | 加仓 |
| CVX | CHEVRON CORPORATION | $92.44万 | 0.44% | 4,468 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.75万 | 0.43% | 1,380 | 40 | 3.0% | $2.60万 | 加仓 |
| NOW | SERVICENOW INC | $88.34万 | 0.42% | 8,450 | 3,115 | 58.4% | $32.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $81.12万 | 0.39% | 3,097 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $77.18万 | 0.37% | 10,605 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $76.02万 | 0.37% | 5,084 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $74.85万 | 0.36% | 5,182 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $74.53万 | 0.36% | 9,800 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $71.82万 | 0.35% | 9,060 | 20 | 0.2% | $1,585 | 加仓 |
| IGIB | ISHARES TR | $71.31万 | 0.34% | 13,400 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $70.71万 | 0.34% | 6,887 | -413 | -5.7% | -$4.24万 | 减仓 |
| EUSA | ISHARES INC | $67.43万 | 0.32% | 6,626 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $62.29万 | 0.30% | 1,911 | -23 | -1.2% | -$7,496 | 减仓 |
| EMR | EMERSON ELEC CO | $60.83万 | 0.29% | 4,643 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $59.26万 | 0.28% | 1,754 | -110 | -5.9% | -$3.72万 | 减仓 |
| SGOV | ISHARES TR | $58.11万 | 0.28% | 5,773 | -5,387 | -48.3% | -$54.23万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $57.42万 | 0.28% | 11,270 | 5,310 | 89.1% | $27.05万 | 加仓 |
| WMT | WALMART INC | $54.06万 | 0.26% | 4,350 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $53.13万 | 0.26% | 2,190 | -235 | -9.7% | -$5.70万 | 减仓 |
| GOOG | ALPHABET INC | $51.63万 | 0.25% | 1,800 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $51.50万 | 0.25% | 2,625 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.91万 | 0.24% | 7,789 | 313 | 4.2% | $2.01万 | 加仓 |
| TSLA | TESLA INC | $49.44万 | 0.24% | 1,330 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $47.81万 | 0.23% | 6,493 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $45.18万 | 0.22% | 2,151 | -210 | -8.9% | -$4.41万 | 减仓 |
| MS | MORGAN STANLEY | $41.70万 | 0.20% | 2,534 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $40.91万 | 0.20% | 2,817 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $40.58万 | 0.19% | 2,849 | 4 | 0.1% | $570 | 加仓 |
| LQD | ISHARES TR | $40.54万 | 0.19% | 3,720 | 450 | 13.8% | $4.90万 | 加仓 |
| GE | GE AEROSPACE | $39.50万 | 0.19% | 1,392 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.46万 | 0.19% | 1,942 | -23 | -1.2% | -$4,673 | 减仓 |
| ITB | ISHARES TR | $38.01万 | 0.18% | 4,198 | -9 | -0.2% | -$815 | 减仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $37.66万 | 0.18% | 31,700 | 31,700 | — | $37.66万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $36.03万 | 0.17% | 4,595 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $35.20万 | 0.17% | 7,220 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $32.82万 | 0.16% | 856 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $32.42万 | 0.16% | 4,122 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.29万 | 0.15% | 347 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.74万 | 0.14% | 984 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.11万 | 0.14% | 1,517 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $28.85万 | 0.14% | 300 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.79万 | 0.13% | 4,746 | 0 | 0.0% | — | 不变 |