申报总市值
US$9132.9万
申报季度: 2026-03-31 · 持股只数: 125
Miller Financial Services LLC在最新一期 13F 报告中披露了 125 项持股，申报期为 2026-03-31，总持股市值约为 US$9132.9万，季度换手率为 27.2%。
加仓 VGLT
+282.4% US$213.1万
减仓 SLV
-56.4% -US$127.5万
减仓 SOFI
+8.6% -US$93.4万
加仓 USTB
+226.8% US$77.6万
加仓 PYPL
+351.7% US$76.3万
加仓 IEF
+22.0% US$96.1万
仅显示前 120 大持股（共 125 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.04% | +0.69% | +21.99% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.35% | +0.17% | +12.04% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.68% | -0.61% | -1.56% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.51% | +0.01% | +7.67% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 3.17% | +2.28% | +282.38% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.98% | -0.39% | +5.73% | |
| 7 | UPS | United Parcel Service-cl B | 股票-工业 | 2.96% | -0.43% | -5.68% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.60% | — | -3.96% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 2.53% | — | -13.48% | |
| 10 | SOFI | Sofi Technologies INC | 股票-金融 | 1.98% | -1.23% | +8.64% | |
| 11 | PEP | Pepsico INC | 股票-非周期性消费 | 1.78% | — | -7.92% | |
| 12 | KMI | Kinder Morgan INC | 股票-能源 | 1.77% | +0.08% | -7.84% | |
| 13 | PYPL | PayPal Holdings, Inc. | 股票-金融 | 1.74% | +1.74% | NEW | |
| 14 | CAG | Conagra Brands INC | 股票-非周期性消费 | 1.73% | — | +8.34% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.62% | — | -0.93% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.46% | — | +9.67% | |
| 17 | NET | Cloudflare INC - Class A | 股票-科技 | 1.41% | — | +0.82% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | -0.35% | -0.36% | |
| 19 | CAVA | Cava Group INC | 股票-周期性消费 | 1.32% | +0.27% | -1.81% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.31% | — | -1.35% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | — | -2.42% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | — | — | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.23% | — | -7.91% | |
| 24 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型股 | 1.23% | — | +11.38% | |
| 25 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.23% | +0.83% | +226.75% | |
| 26 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.19% | -1.58% | -56.38% | |
| 27 | PYPL | Paypal Holdings INC | 股票-金融 | 1.17% | +0.81% | +351.66% | |
| 28 | UBER | Uber Technologies INC | 股票-工业 | 1.16% | -0.29% | -1.42% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.31% | +12.67% | |
| 30 | D | Dominion Energy INC | 股票-公用事业 | 0.97% | — | +2.65% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | — | +0.48% | |
| 32 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.90% | — | -1.09% | |
| 33 | MO | Altria Group INC | 股票-非周期性消费 | 0.86% | — | +3.07% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | — | -2.92% | |
| 35 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.83% | — | +13.24% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.82% | — | — | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | +18.48% | |
| 38 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-其他 | 0.81% | — | -2.98% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | — | -7.36% | |
| 40 | GNRC | Generac Holdings INC | 股票-工业 | 0.79% | +0.19% | -1.61% | |
| 41 | XAGG | Ev Income Opportunities ETF | ETF-其他 | 0.77% | +0.77% | NEW | |
| 42 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.76% | — | +13.60% | |
| 43 | KMAR | Invtr US S Cp Pr Bfr ETF - M | ETF-其他 | 0.75% | +0.75% | NEW | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.75% | — | -16.07% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.73% | +0.24% | +29.36% | |
| 46 | SHOP | Shopify INC - Class A | 股票-科技 | 0.72% | -0.32% | +0.25% | |
| 47 | CHWY | Chewy INC - Class A | 股票-周期性消费 | 0.70% | -0.33% | -10.03% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | — | — | |
| 49 | OLN | Olin CORP | 股票-原材料 | 0.64% | +0.17% | +1.90% | |
| 50 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.62% | — | +0.15% |
Q3 2026表现
+1.9%
近4个季度表现
+13.4%
基于可获取价格的持仓（占申报价值的84%）计算
Miller Financial Services LLC 在 2026-03-31 最显著的持仓异动： 新建仓: PayPal Holdings, Inc. (PYPL); 新建仓: Ev Income Opportunities ETF (XAGG); 新建仓: Invtr US S Cp Pr Bfr ETF - M (KMAR); 新建仓: Boeing Co/the (BA); 新建仓: Servicenow INC (NOW).