Millstone Evans Group, LLC
- SEC CIK
- 0002041943
- 最新申報
- 2026/8/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位。
- 持股檔數
- 732
- 2024 年第 3 季沒有申報
- 總值
- $1.47 億
- 2024 年第 3 季沒有申報
Millstone Evans Group, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 56,786 | $1,422 萬 | 9.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 80,520 | $1,081 萬 | 7.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,044 | $676.3 萬 | 4.6% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 174,726 | $604.4 萬 | 4.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,613 | $481.1 萬 | 3.3% | – | – | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 41,811 | $310.5 萬 | 2.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 19,861 | $308.5 萬 | 2.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,340 | $295.8 萬 | 2.0% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 22,236 | $287.6 萬 | 2.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 12,746 | $242.7 萬 | 1.7% | – | – | 歷史 |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 33,612 | $215.7 萬 | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,792 | $214.8 萬 | 1.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 80,809 | $208.9 萬 | 1.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 9,073 | $171.8 萬 | 1.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,863 | $163.1 萬 | 1.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 45,554 | $162.4 萬 | 1.1% | – | – | – |
| LECOLincoln Electric Holdings Inc | COM | 8,246 | $154.6 萬 | 1.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,881 | $149.9 萬 | 1.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 35,929 | $148.3 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 10,022 | $144.9 萬 | 1.0% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,150 | $135.2 萬 | 0.9% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,181 | $131.1 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,337 | $125.9 萬 | 0.9% | – | – | – |
| WATWaters Corp | COM | 3,307 | $122.7 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,223 | $121.1 萬 | 0.8% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,527 | $103.2 萬 | 0.7% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 11,008 | $100.4 萬 | 0.7% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 21,192 | $99.3 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,682 | $98.6 萬 | 0.7% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 5,202 | $86.8 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 32,797 | $85.9 萬 | 0.6% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,088 | $84.0 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 902 | $82.6 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,463 | $82.3 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,383 | $81.9 萬 | 0.6% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,383 | $79.4 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,489 | $78.7 萬 | 0.5% | – | – | 歷史 |
| TCW ETF Trust29287L205 | TRANS SYSTE ETF | 10,727 | $77.8 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 4,517 | $75.3 萬 | 0.5% | – | – | 歷史 |
| UBSIUnited Bankshares Inc | COM | 19,702 | $74.0 萬 | 0.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,462 | $73.1 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,306 | $73.0 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,465 | $69.5 萬 | 0.5% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 12,243 | $69.2 萬 | 0.5% | – | – | – |
| MMM3M Co | Stock | 5,191 | $67.0 萬 | 0.5% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 14,707 | $64.7 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 10,516 | $62.3 萬 | 0.4% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,153 | $60.8 萬 | 0.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 11,621 | $60.8 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 11,136 | $58.6 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 25,267 | $57.5 萬 | 0.4% | – | – | 歷史 |
| KVUEKenvue Inc. | Stock | 26,443 | $56.5 萬 | 0.4% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,542 | $55.5 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 12,427 | $54.6 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 5,852 | $52.9 萬 | 0.4% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 7,500 | $51.8 萬 | 0.4% | – | – | 歷史 |
| Advisorshares Tr00768Y560 | ADVISORSHS ETF | 7,807 | $50.6 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 12,474 | $49.9 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 13,150 | $49.4 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,392 | $49.1 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,257 | $48.9 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,583 | $48.4 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,727 | $47.8 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,609 | $46.4 萬 | 0.3% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 7,804 | $46.2 萬 | 0.3% | – | – | – |
| ICFIICF International, Inc. | Stock | 3,752 | $44.7 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,519 | $44.0 萬 | 0.3% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,283 | $42.2 萬 | 0.3% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,009 | $41.4 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,758 | $40.1 萬 | 0.3% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 77 | $38.3 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,288 | $37.4 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,373 | $36.0 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 712 | $36.0 萬 | 0.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,020 | $34.7 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 13,805 | $33.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,284 | $32.9 萬 | 0.2% | – | – | – |
| ITRIItron, Inc. | COM | 2,995 | $32.5 萬 | 0.2% | – | – | 歷史 |
| BMIBadger Meter Inc | COM | 1,490 | $31.6 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 739 | $31.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V522 | RYMND JMS SB 1 | 4,512 | $31.2 萬 | 0.2% | – | – | – |
| NVSNovartis AG | ADR | 3,132 | $30.5 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,538 | $30.4 萬 | 0.2% | – | – | 歷史 |
| WRNWestern Copper & Gold Corp | Stock | 288,926 | $30.3 萬 | 0.2% | – | – | 歷史 |
| CFBCrossfirst Bankshares, Inc. | COM | 20,000 | $30.3 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,783 | $30.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 2,706 | $29.9 萬 | 0.2% | – | – | – |
| SFMSprouts Farmers Market, Inc. | COM | 2,350 | $29.9 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 558 | $29.4 萬 | 0.2% | – | – | 歷史 |
| FLEXFlex Ltd. | Stock | 7,500 | $28.8 萬 | 0.2% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,577 | $28.2 萬 | 0.2% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,325 | $28.1 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 836 | $27.7 萬 | 0.2% | – | – | 歷史 |
| Engine No 1 ETF Trust29287L304 | TRANSFORM SUPPLY | 4,363 | $27.4 萬 | 0.2% | – | – | – |
| ALLAllstate Corp | Stock | 1,413 | $27.2 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 8,732 | $26.9 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 2,389 | $26.6 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 7,788 | $26.3 萬 | 0.2% | – | – | – |
| GISGeneral Mills Inc | Stock | 4,069 | $25.9 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,047 | $25.8 萬 | 0.2% | – | – | 歷史 |