Millstone Evans Group, LLC
- SEC CIK
- 0002041943
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 877
- 較 2026 年第 1 季 +21
- 總值
- $1.85 億
- 較 2026 年第 1 季 +$1,820 萬 (+10.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 1,192 | $7.17 萬 | <0.1% | −78−6.1% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 2,800 | $7.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 1,454 | $7.27 萬 | <0.1% | 00.0% | 不變 | – |
| FANGDiamondback Energy, Inc. | Stock | 420 | $7.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,004 | $7.39 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 3,209 | $7.43 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,000 | $7.54 萬 | <0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $7.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 875 | $7.69 萬 | <0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 1,142 | $7.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,877 | $7.83 萬 | <0.1% | +76+4.2% | 加碼 | – |
| NTAPNetApp, Inc. | Stock | 508 | $7.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 501 | $7.86 萬 | <0.1% | +257+105.3% | 加碼 | – |
| ZIONZions Bancorporation, National Association | COM | 1,140 | $7.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,170 | $7.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 690 | $8.08 萬 | <0.1% | 00.0% | 不變 | – |
| AMGAffiliated Managers Group, Inc. | Stock | 239 | $8.09 萬 | <0.1% | +129+117.3% | 加碼 | 歷史 |
| SOLVSolventum Corp | Stock | 1,052 | $8.12 萬 | <0.1% | +10+1.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 438 | $8.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 245 | $8.36 萬 | <0.1% | +32+15.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 2,306 | $8.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,121 | $8.73 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,055 | $8.74 萬 | <0.1% | 00.0% | 不變 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 1,204 | $8.78 萬 | <0.1% | −14−1.1% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 208 | $8.87 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 860 | $8.93 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 1,014 | $9.17 萬 | <0.1% | 00.0% | 不變 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 6,322 | $9.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 469 | $9.27 萬 | 0.1% | −77−14.1% | 減碼 | – |
| THGHanover Insurance Group, Inc. | COM | 439 | $9.40 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 928 | $9.60 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 370 | $9.64 萬 | 0.1% | +9+2.5% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 574 | $9.67 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 827 | $9.72 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 516 | $9.82 萬 | 0.1% | +216+72.0% | 加碼 | – |
| JBLJabil Inc | Stock | 260 | $10.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 565 | $10.2 萬 | 0.1% | +39+7.4% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 1,057 | $10.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 190 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 384 | $10.6 萬 | 0.1% | +6+1.6% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 1,020 | $10.7 萬 | 0.1% | 00.0% | 不變 | – |
| HBANHuntington Bancshares Inc | COM | 6,028 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 544 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWTCalifornia Water Service Group | COM | 2,250 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 834 | $11.0 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 1,336 | $11.0 萬 | 0.1% | +77+6.1% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 753 | $11.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 731 | $11.3 萬 | 0.1% | 00.0% | 不變 | – |
| XYLXylem Inc. | COM | 954 | $11.3 萬 | 0.1% | −20−2.1% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 6,000 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 2,920 | $11.3 萬 | 0.1% | +934+47.0% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 450 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,093 | $11.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 696 | $11.4 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| STTState Street Corp | COM | 675 | $11.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 1,500 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,660 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBAPembina Pipeline Corp | COM | 2,500 | $11.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 1,610 | $11.6 萬 | 0.1% | +20+1.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 2,124 | $11.6 萬 | 0.1% | +111+5.5% | 加碼 | – |
| SEDGSolaredge Technologies, Inc. | COM | 2,000 | $11.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 3,440 | $12.0 萬 | 0.1% | −200−5.5% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 328 | $12.0 萬 | 0.1% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 1,321 | $12.2 萬 | 0.1% | +46+3.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 166 | $12.2 萬 | 0.1% | 00.0% | 不變 | – |
| UALUnited Airlines Holdings, Inc. | COM | 900 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 1,618 | $12.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 1,115 | $12.6 萬 | 0.1% | +521+87.7% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 1,870 | $12.6 萬 | 0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 2,541 | $12.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 910 | $12.9 萬 | 0.1% | 00.0% | 不變 | – |
| HXLHexcel Corp | COM | 1,296 | $13.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 1,154 | $13.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 2,507 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 355 | $13.1 萬 | 0.1% | −205−36.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 2,600 | $13.3 萬 | 0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 1,397 | $13.4 萬 | 0.1% | +16+1.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 450 | $13.4 萬 | 0.1% | −216−32.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 438 | $13.7 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 5,673 | $13.7 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,402 | $13.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 2,448 | $13.9 萬 | 0.1% | +23+0.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 385 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| STESTERIS plc | SHS USD | 674 | $14.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 2,837 | $14.3 萬 | 0.1% | +127+4.7% | 加碼 | – |
| EQIXEquinix Inc | COM | 138 | $14.4 萬 | 0.1% | +4+3.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 2,703 | $14.5 萬 | 0.1% | +76+2.9% | 加碼 | – |
| PHMPultegroup Inc | COM | 1,058 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 1,334 | $14.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,844 | $14.9 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| PFEPfizer Inc | Stock | 6,243 | $15.0 萬 | 0.1% | +71+1.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 1,959 | $15.1 萬 | 0.1% | +27+1.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 212 | $15.3 萬 | 0.1% | +8+3.9% | 加碼 | 歷史 |
| KBHKB Home | COM | 2,451 | $15.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 4,699 | $15.6 萬 | 0.1% | 00.0% | 不變 | – |
| Investment Managers Ser Tr I46141T117 | AXS ASTORIA INFL | 7,435 | $15.8 萬 | 0.1% | 00.0% | 不變 | – |
| TILEInterface Inc | COM | 4,455 | $16.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V787 | BIOTECHNOLOGY | 1,782 | $16.0 萬 | 0.1% | 00.0% | 不變 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 3,524 | $16.1 萬 | 0.1% | +2+0.1% | 加碼 | – |
| NXTNextpower Inc. | Stock | 1,358 | $16.2 萬 | 0.1% | +31+2.3% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（40 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Franklin Templeton ETF Tr35473P694 | FRANKLN SWZLND | 3,960 | $16.1 萬 | 0.1% | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 1,214 | $8.69 萬 | 0.1% | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 1,250 | $7.02 萬 | <0.1% | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 1,178 | $4.65 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 196 | $4.43 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 773 | $3.98 萬 | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 522 | $3.39 萬 | <0.1% | 歷史 |
| FFWMFirst Foundation Inc. | COM | 4,854 | $2.86 萬 | <0.1% | 歷史 |
| AEEAmeren Corp | COM | 250 | $2.75 萬 | <0.1% | 歷史 |
| OGEOGE Energy Corp. | COM | 333 | $1.60 萬 | <0.1% | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 421 | $8,795 | <0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 200 | $7,402 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 15 | $3,095 | <0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 14 | $3,033 | <0.1% | 歷史 |
| SPIRSpire Global, Inc. | COM CL A NEW | 219 | $2,755 | <0.1% | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 68 | $2,733 | <0.1% | – |
| ENVAEnova International, Inc. | COM | 20 | $2,717 | <0.1% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 90 | $2,228 | <0.1% | 歷史 |
| CSGSCSG Systems International Inc | COM | 26 | $2,078 | <0.1% | 歷史 |
| SNDRSchneider National, Inc. | CL B | 77 | $2,030 | <0.1% | 歷史 |
| SEESealed Air Corp | COM | 47 | $1,976 | <0.1% | 歷史 |
| JHSJohn Hancock Income Securities Trust | COM | 175 | $1,915 | <0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4 | $1,853 | <0.1% | 歷史 |
| BXPBXP, Inc. | COM | 31 | $1,609 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 47 | $1,504 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 41 | $1,342 | <0.1% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 63 | $1,176 | <0.1% | 歷史 |
| ProShares Tr74349Y704 | ULTRA BITCOIN ET | 95 | $1,106 | <0.1% | – |
| AVAVAeroVironment Inc | COM | 6 | $1,098 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 6 | $1,040 | <0.1% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 18 | $836 | <0.1% | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 16 | $775 | <0.1% | – |
| BLNKBlink Charging Co. | COM | 1,250 | $709 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 4 | $650 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | Stock | 50 | $477 | <0.1% | 歷史 |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 3 | $427 | <0.1% | – |
| NBISNebius Group N.V. | Stock | 2 | $208 | <0.1% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 2 | $155 | <0.1% | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 4 | $95 | <0.1% | 歷史 |
| MAXNQMaxeon Solar Technologies, Ltd. | Stock | 8 | $12 | <0.1% | 歷史 |