Miller Financial Services LLC
- SEC CIK
- 0002022893
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 113
- 較 2025 年第 2 季 +6
- 總值
- $8,652 萬
- 較 2025 年第 2 季 +$806.9 萬 (+10.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ETNEaton Corp plc | Stock | 10,827 | $405.2 萬 | 4.7% | −3,550−24.7% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 40,619 | $391.8 萬 | 4.5% | +3,474+9.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,145 | $385.6 萬 | 4.5% | −198−1.3% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 35,723 | $319.3 萬 | 3.7% | +11,583+48.0% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 108,611 | $286.9 萬 | 3.3% | −19,534−15.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,718 | $279.2 萬 | 3.2% | +686+5.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,012 | $266.4 萬 | 3.1% | −161−1.4% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 29,444 | $245.9 萬 | 2.8% | +6,603+28.9% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 50,047 | $212.0 萬 | 2.5% | −550−1.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 33,630 | $197.9 萬 | 2.3% | +10,389+44.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,434 | $164.8 萬 | 1.9% | −51−0.3% | 減碼 | – |
| VVisa Inc. | Stock | 4,804 | $164.0 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,156 | $163.5 萬 | 1.9% | −33−1.0% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 55,696 | $157.7 萬 | 1.8% | −343−0.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,147 | $156.6 萬 | 1.8% | +1,373+14.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,934 | $143.9 萬 | 1.7% | +252+9.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,603 | $143.1 萬 | 1.7% | +35+0.2% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 6,279 | $134.7 萬 | 1.6% | −208−3.2% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 70,999 | $130.0 萬 | 1.5% | +41,914+144.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,444 | $122.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CHWYChewy, Inc. | CL A | 27,267 | $110.3 萬 | 1.3% | +1,940+7.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,414 | $107.3 萬 | 1.2% | −18−0.4% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 24,610 | $99.3 萬 | 1.1% | −50−0.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,796 | $92.5 萬 | 1.1% | −10−0.3% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 15,194 | $91.8 萬 | 1.1% | +703+4.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,239 | $91.0 萬 | 1.1% | −7−0.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,977 | $88.8 萬 | 1.0% | −271−4.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,642 | $88.6 萬 | 1.0% | +738+3.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,024 | $88.0 萬 | 1.0% | +801+4.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,518 | $86.3 萬 | 1.0% | −17−1.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,223 | $83.4 萬 | 1.0% | −42−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,396 | $82.0 萬 | 0.9% | −161−3.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,215 | $80.9 萬 | 0.9% | +192+18.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 869 | $80.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 23,280 | $79.6 萬 | 0.9% | −380−1.6% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 11,627 | $76.8 萬 | 0.9% | −173−1.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 28,560 | $74.3 萬 | 0.9% | −1,280−4.3% | 減碼 | – |
| DDominion Energy, Inc | Stock | 12,124 | $74.2 萬 | 0.9% | +1,730+16.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,097 | $69.5 萬 | 0.8% | −1,545−14.5% | 減碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 3,788 | $63.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ORIOld Republic International Corp | COM | 14,639 | $62.2 萬 | 0.7% | +30.0% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 10,260 | $58.3 萬 | 0.7% | +2,360+29.9% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 12,390 | $57.3 萬 | 0.7% | −284−2.2% | 減碼 | – |
| SWKStanley Black & Decker, Inc. | COM | 7,703 | $57.3 萬 | 0.7% | −1,340−14.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,174 | $56.0 萬 | 0.6% | −35−2.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,251 | $55.9 萬 | 0.6% | +1,251 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,409 | $55.2 萬 | 0.6% | −26−0.8% | 減碼 | 歷史 |
| Innovator ETFs Trust45784N866 | US SMALL CAP PWR | 19,709 | $54.4 萬 | 0.6% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,785 | $54.2 萬 | 0.6% | −20−1.1% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 232 | $54.2 萬 | 0.6% | +48+26.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,445 | $53.5 萬 | 0.6% | −45−1.3% | 減碼 | 歷史 |
| RDNRadian Group Inc | COM | 14,650 | $53.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KKellanova | Stock | 6,392 | $52.4 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| OLNOLIN Corp | Stock | 20,302 | $50.7 萬 | 0.6% | −385−1.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,093 | $50.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,956 | $49.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RKLBRocket Lab Corp | COM | 10,010 | $48.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 4,006 | $45.9 萬 | 0.5% | −30−0.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 17,981 | $45.8 萬 | 0.5% | −212−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,800 | $45.8 萬 | 0.5% | −5−0.3% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,783 | $45.5 萬 | 0.5% | −495−6.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,947 | $43.0 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 31,110 | $40.9 萬 | 0.5% | +1,050+3.5% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 6,047 | $40.1 萬 | 0.5% | −2,241−27.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,105 | $38.2 萬 | 0.4% | −73−6.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45784N833 | US SMALL CAP PWR | 14,451 | $36.8 萬 | 0.4% | +610+4.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,928 | $36.0 萬 | 0.4% | +1+0.1% | 加碼 | – |
| ASTSAST SpaceMobile, Inc. | COM CL A | 7,310 | $35.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 5,102 | $35.6 萬 | 0.4% | −320−5.9% | 減碼 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 53,375 | $34.4 萬 | 0.4% | −10,616−16.6% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 10,961 | $33.9 萬 | 0.4% | 00.0% | 不變 | – |
| OTISOtis Worldwide Corp | Stock | 3,695 | $33.8 萬 | 0.4% | +3,695 | 新進 | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 6,561 | $33.8 萬 | 0.4% | +1,202+22.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 824 | $33.4 萬 | 0.4% | +69+9.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,799 | $33.4 萬 | 0.4% | −11−0.6% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 13,725 | $31.5 萬 | 0.4% | +31+0.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,874 | $31.4 萬 | 0.4% | −100−5.1% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 9,524 | $31.2 萬 | 0.4% | −794−7.7% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 8,959 | $30.8 萬 | 0.4% | −1,780−16.6% | 減碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 8,880 | $30.6 萬 | 0.4% | −1,705−16.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,657 | $29.9 萬 | 0.3% | −25−0.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,373 | $29.4 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,242 | $28.8 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 1,500 | $28.4 萬 | 0.3% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 638 | $28.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 771 | $27.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 921 | $27.1 萬 | 0.3% | −4−0.4% | 減碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 2,980 | $26.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 510 | $25.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 1,980 | $25.4 萬 | 0.3% | +1,980 | 新進 | 歷史 |
| FLGFlagstar Bank, National Association | Stock | 21,927 | $25.3 萬 | 0.3% | −215−1.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 957 | $24.9 萬 | 0.3% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 850 | $24.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,723 | $22.9 萬 | 0.3% | −650−19.3% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,555 | $22.7 萬 | 0.3% | +1,555 | 新進 | – |
| KOCoca Cola Co | Stock | 3,377 | $22.4 萬 | 0.3% | −55−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 707 | $22.3 萬 | 0.3% | −16−2.2% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,675 | $22.1 萬 | 0.3% | +4,675 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 181 | $21.7 萬 | 0.3% | −2−1.1% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 67,000 | $21.4 萬 | 0.2% | +16,000+31.4% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。