Milestones Private Investment Advisors LLC

报告期 2026-03-31 · CIK 0001726041

持仓数

前50大市值合计

$105.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2

25Q3 调仓2025-06-30 → 2025-09-30 · 共 78 项建仓 3增持 52减持 23

方向

标的

Δ市值

现股数(环比)

减持

SMH VANECK ETF TRUST

+$883.6K

18,840 -0%

增持

GLD SPDR GOLD TR

+$664.8K

5,573 +29%

减持

AAPL APPLE INC

+$650.2K

14,024 -1%

增持

GLDM WORLD GOLD TR

+$547.9K

36,163 +7%

增持

ARKK ARK ETF TR

+$472.7K

29,057 +0%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$465.9K

22,452 +0%

减持

XLK SELECT SECTOR SPDR TR

+$445.2K

15,648 -0%

增持

SCHB SCHWAB STRATEGIC TR

+$406.9K

156,588 +3%

减持

XLY SELECT SECTOR SPDR TR

+$385.2K

17,294 -0%

减持

FXU FIRST TR EXCHANGE TRADED FD

+$363.7K

126,535 -0%

增持

GARP ISHARES TR

+$348.1K

62,661 +0%

增持

SPYG SPDR SERIES TRUST

+$247.2K

25,672 +0%

减持

PAYX PAYCHEX INC

-$234.0K

8,172 -6%

增持

BSCU INVESCO EXCH TRD SLF IDX FD

+$209.1K

143,946 +9%

建仓

XLF SELECT SECTOR SPDR TR

+$208.1K

3,863

建仓

XLU SELECT SECTOR SPDR TR

+$207.9K

2,384

建仓

— EXXON MOBIL CORP

+$205.5K

1,823

减持

NVDA NVIDIA CORPORATION

+$199.2K

7,294 -1%

增持

BSCR INVESCO EXCH TRD SLF IDX FD

+$195.7K

128,959 +8%

增持

BSCQ INVESCO EXCH TRD SLF IDX FD

+$195.2K

129,599 +8%

增持

XLE SELECT SECTOR SPDR TR

+$191.4K

35,594 +1%

增持

INTU INTUIT

-$181.4K

1,750 +0%

增持

XLG INVESCO EXCHANGE TRADED FD T

+$181.1K

19,644 +8%

增持

FYX FIRST TR EXCHANGE-TRADED ALP

+$179.4K

14,725 +0%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$178.4K

127,979 +7%

增持

BSCS INVESCO EXCH TRD SLF IDX FD

+$176.2K

123,413 +7%

增持

TLT ISHARES TR

+$147.4K

54,705 +2%

增持

RDVY FIRST TR EXCHANGE TRADED FD

+$145.2K

21,427 +4%

增持

SCHD SCHWAB STRATEGIC TR

+$141.0K

132,586 +1%

增持

SPYV SPDR SERIES TRUST

+$136.3K

38,577 +1%

减持

GOOGL ALPHABET INC

+$129.9K

1,995 -1%

增持

BSCV INVESCO EXCH TRD SLF IDX FD

+$123.4K

19,713 +59%

减持

MSFT MICROSOFT CORP

+$113.1K

6,022 -0%

减持

SPY SPDR S&P 500 ETF TR

-$110.6K

1,987 -14%

增持

XLV SELECT SECTOR SPDR TR

+$108.8K

21,122 +1%

增持

— INVESCO EXCH TRD SLF IDX FD

+$107.5K

19,433 +36%

增持

FMB FIRST TR EXCH TRADED FD III

+$104.8K

19,195 +10%

增持

FLMI FRANKLIN TEMPLETON ETF TR

+$104.6K

30,456 +14%

增持

FMHI FIRST TR EXCH TRADED FD III

+$103.2K

15,677 +14%

增持

EVSM MORGAN STANLEY ETF TRUST

+$97.0K

14,804 +14%

增持

FPE FIRST TR EXCH TRADED FD III

+$85.5K

156,267 +1%

减持

GOOG ALPHABET INC

+$69.9K

1,164 -3%

增持

VGT VANGUARD WORLD FD

+$68.1K

662 +3%

增持

FDL FIRST TR EXCHANGE-TRADED FD

+$64.5K

36,148 +1%

增持

VTI VANGUARD INDEX FDS

+$64.4K

2,552 +0%

增持

SCHZ SCHWAB STRATEGIC TR

+$61.0K

52,044 +4%

增持

SCHA SCHWAB STRATEGIC TR

+$58.0K

15,438 +5%

增持

DGRW WISDOMTREE TR

+$51.8K

9,751 +0%

增持

UFOX ETF SER SOLUTIONS

+$51.8K

5,795 +0%

减持

FCVT FIRST TR EXCHANGE-TRADED FD

+$47.0K

30,234 -6%

增持

AMZN AMAZON COM INC

+$44.3K

2,423 +9%

增持

ACWV ISHARES INC

+$42.3K

13,804 +1%

增持

NEE NEXTERA ENERGY INC

+$42.1K

6,749 +0%

增持

DMBS DOUBLELINE ETF TRUST

+$40.1K

21,876 +3%

减持

SCHM SCHWAB STRATEGIC TR

+$36.5K

23,756 -0%

增持

HD HOME DEPOT INC

+$33.7K

826 +1%

增持

PAVE GLOBAL X FDS

+$32.1K

6,096 +3%

增持

DEED FIRST TR EXCHNG TRADED FD VI

+$30.0K

71,649 +1%

增持

BSJU INVESCO EXCH TRD SLF IDX FD

+$29.9K

35,459 +3%

减持

HYS PIMCO ETF TR

-$28.5K

7,029 -5%

增持

PG PROCTER AND GAMBLE CO

-$25.9K

4,874 +0%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$25.8K

2,059 +0%

增持

IJS ISHARES TR

+$25.2K

2,250 +0%

增持

USMV ISHARES TR

+$23.9K

18,202 +0%

减持

TDIV FIRST TR EXCHANGE TRADED FD

+$21.8K

2,692 -0%

减持

SHY ISHARES TR

-$21.5K

20,085 -1%

增持

TIP ISHARES TR

+$17.7K

10,956 +0%

减持

YLD PRINCIPAL EXCHANGE TRADED FD

-$15.3K

19,934 -4%

增持

FXG FIRST TR EXCHANGE TRADED FD

-$14.3K

49,852 +1%

减持

T AT&T INC

-$14.3K

14,015 -1%

减持

META META PLATFORMS INC

-$12.4K

954 -1%

增持

XLP SELECT SECTOR SPDR TR

-$10.9K

4,332 +0%

增持

BOND PIMCO ETF TR

+$6.8K

5,487 +0%

减持

LMBS FIRST TR EXCHANGE-TRADED FD

-$6.6K

6,908 -3%

减持

GSY INVESCO ACTIVELY MANAGED EXC

-$6.3K

9,993 -1%

减持

FEMB FIRST TR EXCH TRADED FD III

-$6.1K

7,876 -4%

增持

FIIG FIRST TR EXCHANGE-TRADED FD

+$3.4K

10,297 +0%

减持

SCHQ SCHWAB STRATEGIC TR

+$1.9K

13,480 -1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。