Miller Financial Services LLC 13F 持仓 · 2026年Q2
Miller Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 137 只证券，申报市值合计 1.24 亿美元。前几大持仓：PEP（5.62%）、IEF（5.27%）、TLT（3.71%）。本季前 25 大持仓中：新建仓 3 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | $7.0M | 5.62% | 51,600 | 增持 |
| 2 | IEF | ISHARES TR | $6.5M | 5.27% | 69,200 | 增持 |
| 3 | TLT | ISHARES TR | $4.6M | 3.71% | 53,291 | 增持 |
| 4 | AAPL | APPLE INC | $3.8M | 3.04% | 13,062 | 减持 |
| 5 | ETN | EATON CORP PLC | $3.4M | 2.70% | 7,873 | 增持 |
| 6 | VGLT | VANGUARD SCOTTSDALE FDS | $3.3M | 2.66% | 59,900 | 增持 |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $3.3M | 2.65% | 56,634 | 增持 |
| 8 | AMZN | AMAZON COM INC | $3.2M | 2.58% | 13,432 | 增持 |
| 9 | UPS | UNITED PARCEL SVCS INC | $2.9M | 2.32% | 26,804 | 减持 |
| 10 | IWM | ISHARES TR | $2.6M | 2.08% | 8,605 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $2.5M | 2.02% | 7,673 | 新建仓 |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $2.3M | 1.87% | 3,053 | 减持 |
| 13 | CL | COLGATE PALMOLIVE CO | $2.2M | 1.77% | 24,000 | 新建仓 |
| 14 | SOFI | SOFI TECHNOLOGIES INC | $2.0M | 1.64% | 113,823 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $2.0M | 1.62% | 5,403 | 增持 |
| 16 | HD | HOME DEPOT INC | $1.6M | 1.30% | 4,569 | 增持 |
| 17 | KMI | KINDER MORGAN INC DEL | $1.5M | 1.24% | 48,124 | 减持 |
| 18 | USTB | VICTORY PORTFOLIOS II | $1.5M | 1.19% | 29,301 | 增持 |
| 19 | AGG | ISHARES TR | $1.4M | 1.16% | 14,525 | 减持 |
| 20 | NET | CLOUDFLARE INC | $1.4M | 1.16% | 5,854 | 减持 |
| 21 | V | VISA INC | $1.4M | 1.15% | 4,174 | 减持 |
| 22 | GOOGL | ALPHABET INC | $1.4M | 1.14% | 3,964 | 减持 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $1.3M | 1.08% | 23,361 | 增持 |
| 24 | CAG | CONAGRA BRANDS INC | $1.3M | 1.07% | 99,177 | 减持 |
| 25 | LLY | ELI LILLY & CO | $1.3M | 1.05% | 1,084 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR