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Livermore
Livermore
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Millstone Evans Group, LLC

SEC CIK
0002041943
最新申報
2026/8/11

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
763
較 2025 年第 1 季 −34
總值
$1.47 億
較 2025 年第 1 季 −$70.3 萬 (−0.5%)
申報日
2025/8/13
SEC
Millstone Evans Group, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P U.S. Growth ETF464287671ETF117$1.76 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V757EMERGING MKTS HI634$1.78 萬<0.1%−1,138−64.2%減碼–
WTWWillis Towers Watson PLCSHS58$1.78 萬<0.1%−11−15.9%減碼歷史
CWSTCasella Waste Systems IncCL A155$1.79 萬<0.1%00.0%不變歷史
DHIHorton D R IncCOM140$1.80 萬<0.1%00.0%不變歷史
DNPDNP Select Income Fund IncCOM1,850$1.81 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA605$1.81 萬<0.1%−1,128−65.1%減碼–
NGGNational Grid PLCSPONSORED ADR NE250$1.86 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL519$1.87 萬<0.1%00.0%不變–
NKENIKE, Inc.Stock265$1.88 萬<0.1%−41−13.4%減碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF407$1.89 萬<0.1%00.0%不變–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF230$1.90 萬<0.1%00.0%不變–
ZDZiff Davis, Inc.COM635$1.92 萬<0.1%00.0%不變歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF81$1.95 萬<0.1%−13−13.8%減碼–
VMIValmont Industries IncCOM60$1.96 萬<0.1%00.0%不變歷史
ACAArcosa, Inc.COM226$1.96 萬<0.1%00.0%不變歷史
BAXBaxter International IncStock650$1.97 萬<0.1%00.0%不變歷史
NTRNutrien Ltd.COM338$1.97 萬<0.1%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF65$1.98 萬<0.1%−275−80.9%減碼–
DLTRDollar Tree, Inc.COM200$1.98 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF71$1.99 萬<0.1%−74−51.0%減碼–
PLDPrologis, Inc.REIT190$2.00 萬<0.1%−23−10.8%減碼歷史
Vanguard Real Estate ETF922908553ETF225$2.00 萬<0.1%00.0%不變–
MSTRStrategy IncStock50$2.02 萬<0.1%00.0%不變歷史
DARDarling Ingredients Inc.COM535$2.03 萬<0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM264$2.03 萬<0.1%−108−29.0%減碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX406$2.04 萬<0.1%00.0%不變–
TSLATesla, Inc.Stock66$2.10 萬<0.1%−57−46.3%減碼歷史
ADXAdams Diversified Equity Fund, Inc.COM977$2.12 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W505US MIDCAP DIVID426$2.14 萬<0.1%00.0%不變–
HIGHartford Insurance Group, Inc.Stock170$2.16 萬<0.1%00.0%不變歷史
WisdomTree Tr97717X610EURO QTLY DIV GR626$2.18 萬<0.1%00.0%不變–
iShares Tr464288604MRGSTR SM CP GR442$2.20 萬<0.1%−308−41.1%減碼–
GPCGenuine Parts CoStock182$2.21 萬<0.1%00.0%不變歷史
GILDGilead Sciences, Inc.Stock201$2.23 萬<0.1%00.0%不變歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF246$2.27 萬<0.1%00.0%不變–
DUKDuke Energy CORPStock194$2.29 萬<0.1%00.0%不變歷史
CLXClorox CoStock191$2.29 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock97$2.31 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock93$2.33 萬<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM64$2.40 萬<0.1%−23−26.4%減碼歷史
AEEAmeren CorpCOM250$2.40 萬<0.1%00.0%不變歷史
MTBM&T Bank CorpCOM125$2.42 萬<0.1%00.0%不變歷史
AMGAffiliated Managers Group, Inc.Stock124$2.44 萬<0.1%−44−26.2%減碼歷史
SGSweetgreen, Inc.COM CL A1,650$2.46 萬<0.1%00.0%不變歷史
PIMCO ETF Tr72201R817INV GRD CRP BD253$2.46 萬<0.1%00.0%不變–
SPDR Series Trust78468R408ST TERM HIGH ETF969$2.47 萬<0.1%00.0%不變–
FFWMFirst Foundation Inc.COM4,854$2.48 萬<0.1%00.0%不變歷史
IVTInvenTrust Properties Corp.COM NEW905$2.48 萬<0.1%00.0%不變歷史
iShares Tr464288570ESG MSCI KLD ETF220$2.56 萬<0.1%+220新進–
Ea Series Trust02072L607FREEDOM 100 EM634$2.56 萬<0.1%+2+0.3%加碼–
WBDWarner Bros. Discovery, Inc.Stock2,245$2.57 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock129$2.64 萬<0.1%+54+72.0%加碼歷史
PFGCPerformance Food Group CoCOM302$2.64 萬<0.1%00.0%不變歷史
DGXQuest Diagnostics IncCOM148$2.66 萬<0.1%00.0%不變歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT1,065$2.72 萬<0.1%00.0%不變歷史
POSTPost Holdings, Inc.COM250$2.73 萬<0.1%−108−30.2%減碼歷史
CWENClearway Energy, Inc.CL C858$2.75 萬<0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF109$2.76 萬<0.1%+28+34.6%加碼–
AVXLAnavex Life Sciences Corp.COM NEW3,000$2.77 萬<0.1%+3,000新進歷史
PAYXPaychex IncStock194$2.82 萬<0.1%−40−17.1%減碼歷史
SLViShares Silver TrustETF885$2.90 萬<0.1%00.0%不變歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,880$2.91 萬<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW652$2.95 萬<0.1%00.0%不變歷史
KRKroger CoStock412$2.96 萬<0.1%00.0%不變歷史
GDGeneral Dynamics CorpStock103$3.00 萬<0.1%−22−17.6%減碼歷史
LMTLockheed Martin CorpStock65$3.01 萬<0.1%00.0%不變歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM1,440$3.02 萬<0.1%00.0%不變歷史
ALLEAllegion plcORD SHS211$3.04 萬<0.1%00.0%不變歷史
ITWIllinois Tool Works IncStock123$3.04 萬<0.1%00.0%不變歷史
EWEdwards Lifesciences CorpStock390$3.05 萬<0.1%00.0%不變歷史
MGAMagna International IncCOM800$3.09 萬<0.1%00.0%不變歷史
TJXTJX Companies IncStock251$3.10 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV1,519$3.10 萬<0.1%00.0%不變–
WMBWilliams Companies, Inc.COM498$3.13 萬<0.1%−161−24.4%減碼歷史
ACNAccenture plcStock105$3.14 萬<0.1%00.0%不變歷史
iShares Select U.S. REIT ETF464287564ETF520$3.18 萬<0.1%00.0%不變–
RYAAYRyanair Holdings PLCSPONSORED ADR555$3.20 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV355$3.20 萬<0.1%00.0%不變–
AONAon plcCL A90$3.21 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM1,367$3.22 萬<0.1%00.0%不變歷史
Schwab U.S. Broad Market ETF808524102ETF1,354$3.23 萬<0.1%+3+0.2%加碼–
EXCExelon CorpStock750$3.26 萬<0.1%00.0%不變歷史
iShares Tr4642874571 3 YR TREAS BD394$3.26 萬<0.1%00.0%不變–
UPSUnited Parcel Service IncStock325$3.28 萬<0.1%+13+4.2%加碼歷史
PHParker-Hannifin CorpStock47$3.28 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM340$3.29 萬<0.1%00.0%不變歷史
TDToronto Dominion BankStock450$3.31 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50636$3.31 萬<0.1%00.0%不變–
DEODiageo PLCSPON ADR NEW335$3.38 萬<0.1%00.0%不變歷史
SWKStanley Black & Decker, Inc.COM500$3.39 萬<0.1%00.0%不變歷史
NOWServiceNow, Inc.Stock33$3.39 萬<0.1%+5+17.9%加碼歷史
HESHess CorpStock245$3.39 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V765INTL HIGH PROFIT1,159$3.42 萬<0.1%−2,121−64.7%減碼–
John Hancock Exchange Traded47804J206MULTIFACTOR MI562$3.44 萬<0.1%00.0%不變–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP374$3.51 萬<0.1%00.0%不變–
Invesco S&P 500 Quality ETF46137V241ETF497$3.54 萬<0.1%00.0%不變–
Davis Fundamental ETF Tr23908L207SELECT US EQTY768$3.55 萬<0.1%00.0%不變–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF452$3.59 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V781INTL SMALL CAP V1,107$3.64 萬<0.1%−2,070−65.2%減碼–

2025 年第 1 季之後清倉（63 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Millstone Evans Group, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN3,021$11.1 萬0.1%–
Schwab U.S. Large-Cap ETF808524201ETF4,200$9.27 萬0.1%–
DFSDiscover Financial ServicesCOM400$6.83 萬<0.1%歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD2,460$6.28 萬<0.1%–
YUMYum Brands IncStock179$2.82 萬<0.1%歷史
MVISMicrovision, Inc.COM NEW13,400$1.66 萬<0.1%歷史
iShares Tr46435U853BROAD USD HIGH408$1.50 萬<0.1%–
YUMCYum China Holdings, Inc.COM240$1.25 萬<0.1%歷史
CABOCable One, Inc.COM37$9,833<0.1%歷史
BFAMBright Horizons Family Solutions Inc.COM74$9,401<0.1%歷史
HSICHenry Schein IncCOM121$8,287<0.1%歷史
FTSFortis Inc.COM168$7,657<0.1%歷史
SIGISelective Insurance Group IncCOM83$7,598<0.1%歷史
GMEDGlobus Medical IncStock80$5,856<0.1%歷史
HLIHoulihan Lokey, Inc.CL A36$5,814<0.1%歷史
EXLSExlService Holdings, Inc.COM121$5,712<0.1%歷史
TECHBIO-TECHNE CorpCOM97$5,687<0.1%歷史
IEXIdex CorpCOM31$5,610<0.1%歷史
GOLFAcushnet Holdings Corp.COM80$5,493<0.1%歷史
JEFJefferies Financial Group Inc.COM100$5,357<0.1%歷史
ATRAptargroup, Inc.Stock35$5,193<0.1%歷史
CRAICra International, Inc.COM28$4,850<0.1%歷史
CNSCohen & Steers, Inc.COM60$4,815<0.1%歷史
MLABMesa Laboratories IncCOM40$4,746<0.1%歷史
SSDSimpson Manufacturing Co., Inc.COM30$4,712<0.1%歷史
NCNOnCino, Inc.COM168$4,615<0.1%歷史
WSMWilliams Sonoma IncCOM29$4,585<0.1%歷史
FROGJFrog LtdStock143$4,576<0.1%歷史
IPARInterparfums IncCOM40$4,555<0.1%歷史
State Street SPDR S&P Biotech ETF78464A870ETF55$4,461<0.1%–
ONTOOnto Innovation Inc.COM36$4,368<0.1%歷史
MANHManhattan Associates IncStock25$4,326<0.1%歷史
HALHalliburton CoStock165$4,186<0.1%歷史
VRSKVerisk Analytics, Inc.COM14$4,167<0.1%歷史
GWWW.W. Grainger, Inc.Stock4$3,951<0.1%歷史
MIRMirion Technologies, Inc.COM CL A268$3,886<0.1%歷史
GPKGraphic Packaging Holding CoCOM146$3,790<0.1%歷史
ASHAshland Inc.COM61$3,617<0.1%歷史
LFUSLittelfuse IncCOM18$3,541<0.1%歷史
MKCMcCormick & Co IncStock43$3,539<0.1%歷史
SHOPShopify Inc.Stock36$3,480<0.1%歷史
ASMLASML Holding NVADR5$3,313<0.1%歷史
FSVFirstService CorpCOM19$3,153<0.1%歷史
ADSKAutodesk, Inc.COM10$2,618<0.1%歷史
CMGChipotle Mexican Grill IncCOM52$2,611<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock14$2,415<0.1%歷史
DAVAEndava plcADS113$2,205<0.1%歷史
EWBCEast West Bancorp IncCOM23$2,064<0.1%歷史
BLFSBiolife Solutions IncCOM NEW89$2,033<0.1%歷史
MELIMercadolibre IncCOM1$1,951<0.1%歷史
ORAOrmat Technologies, Inc.COM26$1,840<0.1%歷史
LULUlululemon athletica inc.Stock6$1,698<0.1%歷史
CARRCarrier Global CorpStock26$1,648<0.1%歷史
FSLRFirst Solar, Inc.Stock12$1,517<0.1%歷史
VITLVital Farms, Inc.COM27$823<0.1%歷史
CAVACava Group, Inc.COM9$778<0.1%歷史
TPSTTempest Therapeutics, Inc.COM800$590<0.1%歷史
ETF Ser Solutions26922B436DEFIANCE NEXT GE20$546<0.1%–
VTSVitesse Energy, Inc.COMMON STOCK11$270<0.1%歷史
SPYUBank of MontrealNT LKD 437$245<0.1%歷史
SPBSpectrum Brands Holdings, Inc.COM2$143<0.1%歷史
LAZRQLuminar Technologies, Inc.COM NEW CL A16$86<0.1%歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF1$12<0.1%歷史