Miller Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Miller Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 121 只证券，申报市值合计 2.37 亿美元。前几大持仓：AMZN（24.79%）、AAPL（19.28%）、GOOG（17.97%）。本季前 25 大持仓中：新建仓 3 只、增持 3 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $58.7M | 24.79% | 246,110 | 减持 |
| 2 | AAPL | APPLE INC | $45.6M | 19.28% | 157,683 | 减持 |
| 3 | GOOG | ALPHABET INC | $42.5M | 17.97% | 120,316 | 减持 |
| 4 | XOM | EXXON MOBIL CORP | $39.9M | 16.86% | 291,745 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $18.4M | 7.77% | 49,298 | 增持 |
| 6 | NVDA | NVIDIA CORP | $14.2M | 6.02% | 71,172 | 减持 |
| 7 | PLTR | PALANTIR TECHNOLOGIES IN | $6.5M | 2.76% | 55,994 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY | $2.8M | 1.20% | 5,667 | 减持 |
| 9 | CAT | CATERPILLAR INC | $1.1M | 0.48% | 1,056 | 持平 |
| 10 | INTC | INTEL CORP | $837,780 | 0.35% | 6,000 | 持平 |
| 11 | SPY | STATE STREET SPDR S&P | $502,993 | 0.21% | 674 | 持平 |
| 12 | MBLY | MOBILEYE GLOBAL INC | $392,534 | 0.17% | 40,551 | 减持 |
| 13 | CVX | CHEVRON CORP NEW | $340,731 | 0.14% | 2,056 | 增持 |
| 14 | GS | GOLDMAN SACHS GROUP INC | $325,661 | 0.14% | 322 | 持平 |
| 15 | DE | DEERE & CO | $301,941 | 0.13% | 476 | 持平 |
| 16 | WMT | WALMART INC | $309,879 | 0.13% | 2,736 | 持平 |
| 17 | HON | HONEYWELL INTL INC | $291,070 | 0.12% | 1,300 | 新建仓 |
| 18 | HONA | HONEYWELL AEROSPACE INC | $287,404 | 0.12% | 1,300 | 新建仓 |
| 19 | SPCX | SPACE EX TECH SPACEX | $264,150 | 0.11% | 1,546 | 新建仓 |
| 20 | META | META PLATFORMS INC | $225,316 | 0.10% | 400 | 持平 |
| 21 | APA | APA CORP | $166,075 | 0.07% | 5,099 | 持平 |
| 22 | VLO | VALERO ENERGY CORP NEW | $168,245 | 0.07% | 646 | 持平 |
| 23 | AMAT | APPLIED MATLS INC | $144,600 | 0.06% | 200 | 持平 |
| 24 | JPM | JPMORGAN CHASE & CO | $140,752 | 0.06% | 430 | 持平 |
| 25 | LLY | ELI LILLY AND CO | $119,943 | 0.05% | 100 | 持平 |
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