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Miller Financial Services LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Miller Financial Services LLC

报告期 2026-03-31 · CIK 0002022893

持仓数

120

前50大市值合计

$69.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IEF ISHARES TR

7-10 YR TRSY BD

$5.5M

57,845

7.9%

TLT ISHARES TR

20 YR TR BD ETF

$4.0M

45,848

5.7%

AAPL APPLE INC

COM

$3.4M

13,241

4.8%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$3.2M

54,687

4.6%

VGLT VANGUARD SCOTTSDALE FDS

LONG TERM TREAS

$2.9M

52,290

4.1%

AMZN AMAZON COM INC

COM

$2.7M

13,064

3.9%

UPS UNITED PARCEL SVCS INC

CL B

$2.7M

27,444

3.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.4M

9,557

3.4%

— EATON CORP PLC

SHS

$2.3M

6,458

3.3%

SOFI SOFI TECHNOLOGIES INC

COM

$1.8M

113,683

2.6%

PEP PEPSICO INC

COM

$1.6M

10,476

2.3%

KMI KINDER MORGAN INC DEL

COM

$1.6M

48,268

2.3%

— PAYPAL HLDGS INC

CALL · 认沽

$1.6M

35,200

2.3%

CAG CONAGRA BRANDS INC

COM

$1.6M

100,317

2.3%

AGG ISHARES TR

CORE US AGGBD ET

$1.5M

14,900

2.1%

CRWD CROWDSTRIKE HLDGS INC

CL A

$1.3M

3,415

1.9%

NET CLOUDFLARE INC

CL A COM

$1.3M

6,234

1.8%

V VISA INC

COM CL A

$1.3M

4,184

1.8%

CAVA CAVA GROUP INC

COM

$1.2M

14,932

1.7%

BMY BRISTOL-MYERS SQUIBB CO

COM

$1.2M

19,711

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$1.2M

4,029

1.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.1M

2,353

1.6%

VZ VERIZON COMMUNICATIONS INC

COM

$1.1M

22,421

1.6%

KJAN INNOVATOR ETFS TRUST

US SML CP PWR B

$1.1M

26,910

1.6%

USTB VICTORY PORTFOLIOS II

SHORT TRM BD ETF

$1.1M

22,170

1.6%

SLV ISHARES SILVER TR

ISHARES

$1.1M

15,899

1.5%

PYPL PAYPAL HLDGS INC

COM

$1.1M

23,613

1.5%

UBER UBER TECHNOLOGIES INC

COM

$1.1M

14,782

1.5%

MSFT MICROSOFT CORP

COM

$970.9K

2,623

1.4%

D DOMINION ENERGY INC

COM

$886.6K

14,341

1.3%

COST COSTCO WHOLESALE CORPORATION

COM

$837.7K

841

1.2%

KAPR INNOVATOR ETFS TRUST

US SML CP PWR ET

$818.9K

22,590

1.2%

MO ALTRIA GROUP INC

COM

$789.8K

11,969

1.1%

GOOG ALPHABET INC

CAP STK CL C

$762.8K

2,659

1.1%

EVTR MORGAN STANLEY ETF TRUST

EATON VANCE TOTA

$762.0K

15,014

1.1%

MA MASTERCARD INCORPORATED

CL A

$752.5K

1,506

1.1%

HD HOME DEPOT INC

COM

$748.6K

2,276

1.1%

KAUG INNOVATOR ETFS TRUST

US SMALL CAP PWR

$742.2K

27,685

1.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$728.4K

1,120

1.0%

GNRC GENERAC HLDGS INC

COM

$717.4K

3,673

1.0%

XAGG MORGAN STANLEY ETF TRUST

EATON VANCE INCO

$701.0K

14,115

1.0%

MELI MERCADOLIBRE INC

COM

$693.3K

401

1.0%

KMAR INNOVATOR ETFS TRUST

US SMALL CAP PWR

$686.5K

23,600

1.0%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$684.1K

7,455

1.0%

CAT CATERPILLAR INC

COM

$668.0K

943

1.0%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$653.7K

5,511

0.9%

CHWY CHEWY INC

CL A

$639.2K

23,674

0.9%

ABT ABBOTT LABORATORIES

COM

$615.9K

5,998

0.9%

OLN OLIN CORP

COM PAR $1

$585.3K

19,688

0.8%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$566.1K

12,409

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

IEF7.9%TLT5.7%AAPL4.8%VGSH4.6%VGLT4.1%AMZN3.9%