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Milestones Private Investment Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Milestones Private Investment Advisors LLC

报告期 2026-03-31 · CIK 0001726041

持仓数

78

前50大市值合计

$105.1M

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*

FXU FIRST TR EXCHANGE-TRADED FD

UTILITIES ALPH

$6.1M

122,270

5.8%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$6.0M

15,569

5.7%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$5.4M

22,659

5.1%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$4.4M

72,276

4.2%

TLT ISHARES TR

20 YR TR BD ETF

$4.3M

49,480

4.1%

GARP ISHARES TR

MSCI USA QUALITY

$3.9M

60,571

3.7%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$3.8M

74,621

3.6%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$3.8M

28,499

3.6%

FXG FIRST TR EXCHANGE-TRADED FD

CONSUMR STAPLE

$3.7M

58,095

3.5%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$3.6M

33,127

3.4%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$3.2M

34,644

3.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$3.0M

97,705

2.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$2.9M

19,480

2.7%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$2.6M

145,866

2.5%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$2.6M

126,572

2.5%

BSCU INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP

$2.6M

153,787

2.4%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$2.6M

131,000

2.4%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$2.6M

137,373

2.4%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$2.5M

25,381

2.4%

BSJU INVESCO EXCH TRD SLF IDX FD

BULLETSHS 2030

$2.4M

91,865

2.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$2.2M

38,629

2.1%

DEED FIRST TR EXCHNG TRADED FD VI

SECURITIZED PLUS

$2.1M

97,485

2.0%

FYX FIRST TR EXCHANGE-TRADED ALP

COM SHS

$2.1M

17,394

2.0%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.0M

28,820

1.9%

ARKK ARK ETF TR

INNOVATION ETF

$1.7M

25,604

1.6%

GLD SPDR GOLD TR

GOLD SHS

$1.7M

3,850

1.6%

SHY ISHARES TR

1 3 YR TREAS BD

$1.6M

19,724

1.5%

DMBS DOUBLELINE ETF TRUST

MORTGAGE ETF

$1.6M

32,887

1.5%

TIP ISHARES TR

TIPS BD ETF

$1.3M

11,772

1.2%

FCVT FIRST TR EXCHANGE-TRADED FD

SSI STRG ETF

$1.2M

27,583

1.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.2M

1,819

1.1%

AAPL APPLE INC

COM

$1.2M

4,583

1.1%

MSFT MICROSOFT CORP

COM

$1.1M

3,034

1.1%

FMB FIRST TR EXCH TRADED FD III

MANAGD MUN ETF

$970.4K

19,156

0.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$954.1K

1,653

0.9%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$940.4K

37,466

0.9%

ACWV ISHARES INC

MSCI GBL MIN VOL

$893.7K

7,478

0.9%

IVE ISHARES TR

S&P 500 VAL ETF

$818.2K

3,875

0.8%

USMV ISHARES TR

MSCI USA MIN VOL

$798.5K

8,610

0.8%

EVSM MORGAN STANLEY ETF TRUST

EATON VANCE SHRT

$763.5K

15,212

0.7%

IVV ISHARES TR

CORE S&P500 ETF

$757.1K

1,159

0.7%

FMHI FIRST TR EXCH TRADED FD III

MUNI HI INCM ETF

$749.9K

15,774

0.7%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$745.3K

1,609

0.7%

FLMI FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN

$740.1K

29,856

0.7%

HYS PIMCO ETF TR

0-5 HIGH YIELD

$692.2K

7,421

0.7%

AMAT APPLIED MATLS INC

COM

$683.6K

2,000

0.7%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$544.3K

23,439

0.5%

SYK STRYKER CORPORATION

COM

$507.3K

1,544

0.5%

IJK ISHARES TR

S&P MC 400GR ETF

$468.5K

4,656

0.4%

VGT VANGUARD WORLD FD

INF TECH ETF

$448.6K

643

0.4%

* 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

29%前 6 大占比

FXU5.8%SMH5.7%QQQM5.1%XLE4.2%TLT4.1%GARP3.7%