Millstone Evans Group, LLC 13F 持仓 · 2026年Q2

Millstone Evans Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 877 只证券，申报市值合计 1.85 亿美元。前几大持仓：NVDA（8.67%）、AAPL（8.25%）、BLDX（5.68%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。

排名	代码	公司	市值	占组合	股数	变动
1	NVDA	NVIDIA CORPORATION	$16.0M	8.67%	80,112	增持
2	AAPL	APPLE INCORPORATED	$15.2M	8.25%	52,690	减持
3	BLDX	IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF	$10.5M	5.68%	403,194	新建仓
4	MSFT	MICROSOFT CORPORATION	$6.5M	3.50%	17,326	增持
5	BRKB	BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	$5.3M	2.87%	10,611	减持
6	GOOG	ALPHABET INCORPORATED CAP STK CLASS C	$3.9M	2.12%	11,065	减持
7	JPM	JPMORGAN CHASE & COMPANY	$3.7M	1.99%	11,258	减持
8	IMCV	ISHARES TR MRGSTR MD CP VAL	$3.4M	1.82%	36,762	减持
9	IWS	ISHARES TR RUS MDCP VAL ETF	$3.3M	1.76%	19,763	减持
10	ORCL	ORACLE CORPORATION	$3.1M	1.65%	20,872	减持
11	GOOGL	ALPHABET INCORPORATED CAP STK CLASS A	$2.9M	1.57%	8,141	减持
12	RJF	RAYMOND JAMES FINL INCORPORATED	$2.9M	1.57%	19,055	减持
13	JNJ	JOHNSON & JOHNSON	$2.4M	1.32%	9,613	减持
14	AMZN	AMAZON COM INCORPORATED	$2.2M	1.20%	9,320	减持
15	LECO	LINCOLN ELEC HLDGS INCORPORATED	$2.1M	1.14%	7,911	减持
16	VOO	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	$2.0M	1.06%	2,865	减持
17	EMLP	FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	$1.9M	1.02%	43,478	减持
18	PWRD	TCW TRANSFORM SYSTEMS ETF	$1.8M	0.98%	14,734	增持
19	IBM	INTERNATIONAL BUSINESS MACHINES	$1.8M	0.97%	6,407	减持
20	LLY	ELI LILLY & COMPANY	$1.7M	0.90%	1,385	增持
21	MDY	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	$1.6M	0.84%	2,218	减持
22	SPY	STATE STREET SPDR S&P 500 ETF TRUST	$1.5M	0.80%	1,975	增持
23	VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	$1.5M	0.80%	15,100	减持
24	GLW	CORNING INCORPORATED	$1.4M	0.75%	5,405	增持
25	MRK	MERCK & COMPANY INCORPORATED	$1.4M	0.73%	10,569	减持

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