MC

Millennium Capital Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.6亿

申报季度: 2026-03-31 · 持股只数: 133

Millennium Capital Advisors, LLC在最新一期 13F 报告中披露了 133 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 15.0%。

机构性格雪花图

集中度
15.74
持仓稳定性
15
动能／逆势
100
行业集中度
61.79
多样化
100
仓位均衡度
79.35

近期动向

  • 加仓 WMT

    -0.5%　US$92.0万

  • 减仓 MSFT

    +0.0%　-US$151.7万

  • 加仓 GEV

    -0.3%　US$77.1万

  • 减仓 AAPL

    -0.3%　-US$176.2万

  • 减仓 META

    -0.7%　-US$97.7万

  • 加仓 ET

    +0.7%　US$41.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技14.47%-0.44%-0.34%
2NVDANvidia CORP股票-科技7.30%-0.21%-0.36%
3WMTWalmart INC股票-非周期性消费5.71%+0.78%-0.49%
4METAMeta Platforms Inc-class A股票-通信服务3.72%-0.42%-0.69%
5AMZNAmazon.com INC股票-周期性消费3.72%-0.21%+0.40%
6MSFTMicrosoft CORP股票-科技3.05%-0.77%+0.03%
7AVGOBroadcom INC股票-科技2.57%-0.19%-0.34%
8GOOGLAlphabet Inc-cl A股票-通信服务2.28%-0.10%+0.01%
9JAAAJanus Henderson Aaa Clo ETFETF-其他2.13%-0.10%-8.10%
10LLYEli Lilly & Co股票-医疗保健2.08%-0.24%+0.03%
11GEVGE Vernova INC股票-工业1.91%+0.54%-0.34%
12ETEnergy Transfer LP股票-能源1.69%+0.32%+0.74%
13SCHDSchwab US Dvd Equity ETFETF-其他1.63%+0.21%-2.15%
14GEGeneral Electric股票-工业1.59%-0.06%-0.03%
15ABBVAbbvie INC股票-医疗保健1.59%—-0.13%
16SCHGSchwab US Large-cap GrowthETF-其他1.48%-0.12%-0.74%
17DVYIshares Select Dividend ETFETF-其他1.32%—+0.06%
18URIUnited Rentals INC股票-工业1.10%-0.07%—
19XOMExxon Mobil CORP股票-能源1.02%+0.27%-7.60%
20VVisa Inc-class A Shares股票-金融0.98%-0.13%-1.83%
21RTXRtx CORP股票-工业0.97%—-0.12%
22SCHXSchwab US Large-cap ETFETF-其他0.94%—-2.76%
23HDHome Depot INC股票-周期性消费0.94%—-4.80%
24PLTRPalantir Technologies Inc-a股票-科技0.94%-0.20%-4.58%
25HOMBHome Bancshares INC股票-金融0.85%—-1.26%
26BACBank Of America CORP股票-金融0.81%-0.09%-2.50%
27QQQInvesco Qqq Trust Series 1ETF-科技型0.79%-0.19%-18.40%
28JEPIJpmorgan Equity Premium IncoETF-其他0.78%—+1.28%
29MUSAMurphy USA INC股票-周期性消费0.78%+0.17%—
30PFEPfizer INC股票-医疗保健0.77%+0.13%+2.63%
31SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.77%—+0.59%
32FDXFedex CORP股票-工业0.72%+0.16%+0.03%
33JBHTHunt (jb) Transprt Svcs INC股票-工业0.67%—+0.02%
34JEPQJPM Nasdaq Equity PremiumETF-科技型0.67%—+0.39%
35JPMJpmorgan Chase & Co股票-金融0.63%——
36BABoeing Co/the股票-工业0.63%—+10.81%
37VIGVanguard Dividend Apprec ETFETF-其他0.60%——
38PHYSSprott Physical Gold Trust股票-其他0.59%——
39UPSUnited Parcel Service-cl B股票-工业0.58%—+3.66%
40VOOVanguard S&p 500 ETFETF-大型股与成长0.56%—+0.26%
41CVXChevron CORP股票-能源0.55%+0.25%+30.24%
42TAt&t INC股票-通信服务0.55%—-2.61%
43TSMTaiwan Semiconductor-sp Adr股票-科技0.53%——
44NXPINXP Semiconductors N.V.股票-科技0.49%—-0.12%
45SLIStandard Lithium LTD股票-其他0.48%-0.14%-4.13%
46SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.48%—-3.57%
47JNJJohnson & Johnson股票-医疗保健0.47%—+0.03%
48BRK-BBerkshire Hathaway Inc-cl B股票-其他0.47%—+14.27%
49VTIVanguard Total Stock Mkt ETFETF-其他0.46%—+0.30%
50SNTHMrp Synthequity ETFETF-其他0.46%—+10.17%
1–50 of 133

本季持股变动

Millennium Capital Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Drxn Dly S&p Bt Bl 3x Etf-ui (LABU); 清仓: Dirxn Dly Gm Indx B2x Etf-ui (NUGT); 清仓: Dirx Dly Rgnl Bnk B3x Etf-ui (DPST); 新建仓: Conocophillips (COP); 新建仓: Vistra CORP (VST).

Millennium Capital Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1WMTWalmart INC+0.8%-0.49%减仓
2GEVGE Vernova INC+0.5%-0.34%减仓
3ETEnergy Transfer LP+0.3%+0.74%加仓
4XOMExxon Mobil CORP+0.3%-7.60%减仓
5CVXChevron CORP+0.3%+30.24%加仓
6SCHDSchwab US Dvd Equity ETF+0.2%-2.15%减仓
7MUSAMurphy USA INC+0.2%—不变
8VRTVertiv Holdings Co-a+0.2%+4.15%加仓
9FDXFedex CORP+0.2%+0.03%加仓
10PFEPfizer INC+0.1%+2.63%加仓
11GNRCGenerac Holdings INC+0.1%+3.62%加仓
12GEGeneral Electric-0.1%-0.03%减仓
13URIUnited Rentals INC-0.1%—不变
14BACBank Of America CORP-0.1%-2.50%减仓
15DISWalt Disney Co/the-0.1%-9.90%减仓
16GOOGLAlphabet Inc-cl A-0.1%+0.01%加仓
17JAAAJanus Henderson Aaa Clo ETF-0.1%-8.10%减仓
18APPApplovin Corp-class A-0.1%—不变
19KKRKkr & Co INC-0.1%-28.53%减仓
20SCHGSchwab US Large-cap Growth-0.1%-0.74%减仓
21BXBlackstone INC-0.1%-36.61%减仓
22VVisa Inc-class A Shares-0.1%-1.83%减仓
23SLIStandard Lithium LTD-0.1%-4.13%减仓
24AVGOBroadcom INC-0.2%-0.34%减仓
25QQQInvesco Qqq Trust Series 1-0.2%-18.40%减仓
26PLTRPalantir Technologies Inc-a-0.2%-4.58%减仓
27NVDANvidia CORP-0.2%-0.36%减仓
28AMZNAmazon.com INC-0.2%+0.40%加仓
29LLYEli Lilly & Co-0.2%+0.03%加仓
30METAMeta Platforms Inc-class A-0.4%-0.69%减仓
31AAPLApple INC-0.4%-0.34%减仓
32MSFTMicrosoft CORP-0.8%+0.03%加仓
33LABUDrxn Dly S&p Bt Bl 3x Etf-ui—EXIT清仓
34NUGTDirxn Dly Gm Indx B2x Etf-ui—EXIT清仓
35DPSTDirx Dly Rgnl Bnk B3x Etf-ui—EXIT清仓
36COPConocophillips—NEW新建仓
37VSTVistra CORP—NEW新建仓
38GLWCorning INC—NEW新建仓
39BMYBristol-myers Squibb Co—NEW新建仓
40LNGCheniere Energy INC—NEW新建仓
41FCXFreeport-mcmoran INC—NEW新建仓
42GILDGilead Sciences INC—NEW新建仓
43HOODRobinhood Markets INC - A—EXIT清仓
44PEPPepsico INC—NEW新建仓
45RFRegions Financial CORP—EXIT清仓
46SDYSs Spdr S&p Dividend ETF—NEW新建仓
47PFFIshares Preferred & Income S—EXIT清仓
48PSXPhillips 66—NEW新建仓
49SOSouthern Co/the—NEW新建仓
50GOOGAlphabet Inc-cl C—EXIT清仓

FAQ

Millennium Capital Advisors, LLC 是什么机构？属于哪种投资人类型？
Millennium Capital Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 133 个已申报仓位之中。
Millennium Capital Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Millennium Capital Advisors, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2351.5万 (14.5%) 2. Nvidia CORP (NVDA) — US$1186.3万 (7.3%) 3. Walmart INC (WMT) — US$928.4万 (5.7%) 4. Meta Platforms Inc-class A (META) — US$604.5万 (3.7%) 5. Amazon.com INC (AMZN) — US$604.1万 (3.7%)
Millennium Capital Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Millennium Capital Advisors, LLC 共进行了 47 项显著调整：新建仓 11 个仓位、加仓 10 个既有持股、减仓 19 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：清仓: Drxn Dly S&p Bt Bl 3x Etf-ui (LABU); 清仓: Dirxn Dly Gm Indx B2x Etf-ui (NUGT); 清仓: Dirx Dly Rgnl Bnk B3x Etf-ui (DPST); 新建仓: Conocophillips (COP); 新建仓: Vistra CORP (VST)
Millennium Capital Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Millennium Capital Advisors, LLC 的主要板块分布如下： • Information Technology: 39.0% • Industrials: 12.4% • Financials: 9.2% • Communication Services: 8.9% • Consumer Staples: 8.3% • Consumer Discretionary: 7.8%