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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 86 项建仓 1增持 41减持 41清仓 3

方向

标的

Δ市值

现股数(环比)

减持

BSCQ INVESCO EXCH TRD SLF IDX FD

-$2.3M

10,255 -92%

增持

FDL FIRST TR EXCHANGE-TRADED FD

+$1.5M

69,729 +93%

增持

BSJU INVESCO EXCH TRD SLF IDX FD

+$1.4M

90,119 +154%

减持

SCHD SCHWAB STRATEGIC TR

-$804.9K

102,615 -23%

减持

SMH VANECK ETF TRUST

-$726.9K

15,055 -20%

减持

TLT ISHARES TR

-$706.8K

47,983 -12%

减持

ARKK ARK ETF TR

-$531.2K

25,694 -12%

增持

RDVY FIRST TR EXCHANGE TRADED FD

+$522.4K

28,265 +32%

增持

DMBS DOUBLELINE ETF TRUST

+$510.6K

32,169 +47%

增持

DEED FIRST TR EXCHNG TRADED FD VI

+$482.8K

93,272 +30%

增持

XLK SELECT SECTOR SPDR TR

-$461.3K

27,431 +75%

减持

FXU FIRST TR EXCHANGE TRADED FD

-$422.8K

118,378 -6%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$402.1K

0 -100%

增持

GLDM WORLD GOLD TR

+$377.5K

36,806 +2%

增持

FYX FIRST TR EXCHANGE-TRADED ALP

+$326.3K

17,068 +16%

增持

FXG FIRST TR EXCHANGE TRADED FD

+$312.6K

56,639 +14%

增持

XLY SELECT SECTOR SPDR TR

-$308.2K

32,126 +86%

减持

XLV SELECT SECTOR SPDR TR

+$270.2K

20,735 -2%

减持

FPE FIRST TR EXCH TRADED FD III

-$268.9K

141,679 -9%

清仓

TDIV FIRST TR EXCHANGE TRADED FD

-$265.4K

0 -100%

建仓

AGG ISHARES TR

+$262.2K

2,625

减持

FCVT FIRST TR EXCHANGE-TRADED FD

-$246.1K

24,328 -20%

减持

GLD SPDR GOLD TR

+$218.9K

5,551 -0%

减持

AAPL APPLE INC

+$213.4K

13,920 -1%

清仓

ABT ABBOTT LABS

-$207.1K

0 -100%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$196.9K

138,261 +8%

减持

USMV ISHARES TR

-$189.2K

16,382 -10%

增持

BSCU INVESCO EXCH TRD SLF IDX FD

+$184.8K

154,698 +7%

增持

MSFT MICROSOFT CORP

-$176.8K

6,084 +1%

减持

SPYG SPDR SERIES TRUST

-$169.9K

23,553 -8%

减持

GARP ISHARES TR

-$160.4K

58,042 -7%

减持

SCHZ SCHWAB STRATEGIC TR

-$124.7K

46,931 -10%

增持

TIP ISHARES TR

+$123.3K

12,209 +11%

增持

BSCS INVESCO EXCH TRD SLF IDX FD

+$123.0K

129,203 +5%

减持

PAYX PAYCHEX INC

-$119.4K

8,170 -0%

增持

BSCR INVESCO EXCH TRD SLF IDX FD

+$112.6K

134,468 +4%

减持

SPYV SPDR SERIES TRUST

-$110.6K

35,625 -8%

增持

BSCV INVESCO EXCH TRD SLF IDX FD

+$106.6K

26,080 +32%

减持

QQQM INVESCO EXCH TRADED FD TR II

+$100.6K

22,335 -1%

增持

XLG INVESCO EXCHANGE TRADED FD T

+$87.3K

20,533 +5%

减持

SHY ISHARES TR

-$82.6K

19,122 -5%

减持

PG PROCTER AND GAMBLE CO

-$69.6K

4,740 -3%

减持

HYS PIMCO ETF TR

-$58.2K

6,479 -8%

减持

HD HOME DEPOT INC

-$51.5K

823 -0%

增持

T AT&T INC

-$47.1K

14,037 +0%

减持

ACWV ISHARES INC

-$44.9K

13,561 -2%

减持

DGRW WISDOMTREE TR

-$39.7K

9,256 -5%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$36.9K

1,613 +1%

减持

SCHQ SCHWAB STRATEGIC TR

-$36.5K

12,588 -7%

增持

INTU INTUIT

-$33.7K

1,753 +0%

增持

NEE NEXTERA ENERGY INC

+$33.5K

6,763 +0%

减持

YLD PRINCIPAL EXCHANGE TRADED FD

-$33.0K

18,665 -6%

减持

AMZN AMAZON COM INC

-$28.1K

2,183 -10%

增持

ROBO EXCHANGE TRADED CONCEPTS TRU

+$27.9K

7,312 +0%

增持

XLE SELECT SECTOR SPDR TR

-$26.8K

70,524 +98%

增持

NVDA NVIDIA CORPORATION

+$25.5K

7,434 +2%

增持

FIIG FIRST TR EXCHANGE-TRADED FD

+$25.3K

11,505 +12%

减持

JNJ JOHNSON & JOHNSON

+$24.5K

1,982 -5%

减持

FEMB FIRST TR EXCH TRADED FD III

-$24.3K

6,939 -12%

增持

FSIG FIRST TR EXCHANGE-TRADED FD

+$22.7K

12,539 +11%

减持

QQQ INVESCO QQQ TR

+$22.1K

2,156 -1%

减持

LMBS FIRST TR EXCHANGE-TRADED FD

-$21.0K

6,461 -6%

减持

IYH ISHARES TR

+$20.5K

4,929 -4%

增持

VTI VANGUARD INDEX FDS

+$19.3K

2,556 +0%

减持

SPY SPDR S&P 500 ETF TR

-$18.9K

1,913 -4%

减持

SCHB SCHWAB STRATEGIC TR

+$18.4K

154,186 -2%

增持

EVSM MORGAN STANLEY ETF TRUST

+$16.9K

15,158 +2%

增持

GE GE AEROSPACE

+$16.8K

956 +4%

减持

FLMI FRANKLIN TEMPLETON ETF TR

-$15.3K

29,718 -2%

减持

— EXXON MOBIL CORP

+$13.7K

1,822 -0%

减持

GSY INVESCO ACTIVELY MANAGED EXC

-$11.8K

9,754 -2%

增持

CMCSA COMCAST CORP NEW

-$11.8K

7,906 +0%

减持

UFOX ETF SER SOLUTIONS

+$10.8K

5,768 -0%

增持

SCHM SCHWAB STRATEGIC TR

+$10.7K

23,771 +0%

增持

SCHA SCHWAB STRATEGIC TR

+$10.5K

15,491 +0%

增持

FMHI FIRST TR EXCH TRADED FD III

+$10.2K

15,751 +0%

减持

VGT VANGUARD WORLD FD

-$10.0K

643 -3%

减持

XMMO INVESCO EXCHANGE TRADED FD T

-$8.6K

3,790 -4%

增持

IJS ISHARES TR

+$7.3K

2,252 +0%

增持

XLU SELECT SECTOR SPDR TR

-$4.4K

4,768 +100%

增持

XLF SELECT SECTOR SPDR TR

+$4.0K

3,873 +0%

减持

FMB FIRST TR EXCH TRADED FD III

+$2.8K

19,087 -1%

增持

FTSL FIRST TR EXCHANGE-TRADED FD

+$2.7K

4,533 +1%

增持

XLP SELECT SECTOR SPDR TR

-$2.6K

4,337 +0%

增持

COP CONOCOPHILLIPS

-$1.3K

2,422 +0%

增持

BOND PIMCO ETF TR

-$1.1K

5,491 +0%

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。