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MILESTONE ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MILESTONE ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001964722
持仓数
235
前50大市值合计
$364.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 42
增持 51
减持 37
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$23.2M
310,757
+437%
增持
XBIL
RBB FD INC
+$22.9M
560,340
+440%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$10.0M
169,392
-63%
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。
减持
BALT
INNOVATOR ETFS TRUST
-$9.9M
87,780
-79%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$9.8M
404,043
减持
—
INVESCO EXCH TRD SLF IDX FD
-$9.0M
744,699
-37%
建仓
BOND
PIMCO ETF TR
+$8.2M
90,371
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.9M
1,381,455
+17%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$6.4M
283,549
+177%
清仓
SPLB
SPDR SER TR
-$6.3M
0
-100%
清仓
IGLB
ISHARES TR
-$6.3M
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$6.3M
0
-100%
清仓
SPBO
SPDR SER TR
-$6.3M
0
-100%
建仓
IUSB
ISHARES TR
+$4.5M
98,805
建仓
TOTL
SSGA ACTIVE ETF TR
+$4.5M
112,470
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$4.4M
166,185
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.5M
54,662
减持
IJS
ISHARES TR
-$2.1M
3,223
-86%
减持
TRV
TRAVELERS COMPANIES INC
-$1.9M
18,490
-25%
减持
IVE
ISHARES TR
-$1.8M
3,228
-75%
清仓
ULTA
ULTA BEAUTY INC
-$1.7M
0
-100%
减持
LQD
ISHARES TR
-$1.7M
42,246
-26%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
9,423
-28%
清仓
DOW
DOW INC
-$1.7M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.6M
10,211
+248%
减持
IJJ
ISHARES TR
-$1.6M
7,757
-63%
清仓
GEN
GEN DIGITAL INC
-$1.5M
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$1.5M
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$1.5M
0
-100%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$1.4M
0
-100%
减持
BUFF
INNOVATOR ETFS TRUST
-$1.4M
43,783
-45%
建仓
CORP
PIMCO ETF TR
+$1.4M
14,712
减持
INTC
INTEL CORP
-$1.4M
7,951
-79%
建仓
MCK
MCKESSON CORP
+$1.4M
2,386
建仓
—
CHECK POINT SOFTWARE TECH LT
+$1.4M
8,225
建仓
CTAS
CINTAS CORP
+$1.3M
1,882
减持
SFLR
INNOVATOR ETFS TRUST
-$1.3M
63,500
-42%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
40,426
+874%
建仓
CAT
CATERPILLAR INC
+$1.1M
3,361
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
17,149
-23%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$1.1M
36,879
减持
MSFT
MICROSOFT CORP
-$1.1M
20,377
-16%
建仓
JNK
SPDR SER TR
+$1.0M
11,118
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.0M
2,332
减持
TLT
ISHARES TR
-$1.0M
2,886
-79%
增持
LMT
LOCKHEED MARTIN CORP
+$984.1K
5,409
+60%
建仓
WAT
WATERS CORP
+$982.3K
3,386
增持
SLV
ISHARES SILVER TR
+$976.7K
82,225
+55%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$930.2K
234,836
+171%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$925.5K
54,142
+179%
增持
PFE
PFIZER INC
+$923.4K
54,051
+155%
建仓
HUBB
HUBBELL INC
+$894.0K
2,446
增持
CLOI
VANECK ETF TRUST
+$877.9K
26,428
+168%
建仓
PYLD
PIMCO ETF TR
+$839.8K
32,755
增持
CORT
CORCEPT THERAPEUTICS INC
+$794.6K
51,599
+47%
建仓
EQNR
EQUINOR ASA
+$794.1K
27,805
建仓
NVO
NOVO-NORDISK A S
+$788.4K
5,523
增持
JPM
JPMORGAN CHASE & CO.
+$775.2K
7,868
+93%
增持
SSO
PROSHARES TR
+$749.4K
63,217
+10%
建仓
HYS
PIMCO ETF TR
+$686.0K
7,400
减持
DELL
DELL TECHNOLOGIES INC
-$644.7K
8,444
-47%
增持
AMD
ADVANCED MICRO DEVICES INC
+$644.4K
5,882
+243%
减持
EL
LAUDER ESTEE COS INC
-$642.7K
11,856
-4%
增持
MINT
PIMCO ETF TR
+$642.1K
31,019
+26%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$641.9K
2,613
+133%
增持
GILD
GILEAD SCIENCES INC
+$623.4K
22,177
+81%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$613.1K
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$594.8K
0
-100%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$583.6K
52,882
+340%
增持
VALE
VALE S A
+$582.7K
68,413
+359%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$563.7K
5,034
+89%
建仓
MZTI
LANCASTER COLONY CORP
+$546.5K
2,892
增持
COR
CENCORA INC
+$536.0K
3,327
+278%
增持
ED
CONSOLIDATED EDISON INC
+$535.3K
10,665
+131%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$534.7K
118,515
+13%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$530.6K
114,236
+12%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$513.3K
121,536
+28%
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$512.3K
118,669
+12%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$505.8K
69,622
+12%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$491.6K
9,595
增持
IEF
ISHARES TR
+$486.4K
8,533
+158%
建仓
RTX
RTX CORPORATION
+$477.5K
4,755
增持
INDA
ISHARES TR
+$475.0K
34,188
+23%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$468.7K
14,040
减持
KMB
KIMBERLY-CLARK CORP
-$460.9K
10,683
-29%
增持
ABBV
ABBVIE INC
+$460.0K
5,434
+110%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$457.9K
7,995
建仓
ICVT
ISHARES TR
+$456.4K
5,805
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$450.2K
7,467
增持
CTRE
CARETRUST REIT INC
+$432.5K
27,813
+155%
减持
PG
PROCTER AND GAMBLE CO
-$425.2K
8,628
-24%
减持
XLV
SELECT SECTOR SPDR TR
-$422.8K
5,804
-32%
减持
MPWR
MONOLITHIC PWR SYS INC
-$415.8K
1,635
-37%
减持
UGA
UNITED STS GASOLINE FD LP
-$414.7K
10,396
-34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$397.8K
14,793
+31%
建仓
TIPZ
PIMCO ETF TR
+$382.2K
7,273
建仓
LDUR
PIMCO ETF TR
+$377.5K
3,988
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$361.4K
7,855
-1%
减持
HII
HUNTINGTON INGALLS INDS INC
-$360.6K
4,378
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$359.3K
72,664
+12%
清仓
EMXC
ISHARES INC
-$355.2K
0
-100%
增持
SHV
ISHARES TR
+$353.9K
23,535
+16%
减持
GD
GENERAL DYNAMICS CORP
-$353.8K
3,717
-27%
增持
TSLA
TESLA INC
+$324.9K
4,528
+39%
建仓
VO
VANGUARD INDEX FDS
+$319.1K
1,318
建仓
IJH
ISHARES TR
+$314.5K
5,374
增持
BDGS
EA SERIES TRUST
+$313.0K
52,215
+23%
增持
WM
WASTE MGMT INC DEL
+$305.2K
3,315
+76%
增持
CSCO
CISCO SYS INC
+$302.3K
35,645
+28%
建仓
IHDG
WISDOMTREE TR
+$298.5K
6,547
清仓
TLH
ISHARES TR
-$280.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$270.9K
854
+38%
减持
—
ARISTA NETWORKS INC
-$269.5K
4,676
-29%
建仓
XLF
SELECT SECTOR SPDR TR
+$257.1K
6,255
增持
PTNQ
PACER FDS TR
+$251.8K
7,178
+86%
建仓
DEO
DIAGEO PLC
+$250.9K
1,990
建仓
IYR
ISHARES TR
+$248.7K
2,834
建仓
IONQ
IONQ INC
+$247.8K
35,252
建仓
XLB
SELECT SECTOR SPDR TR
+$245.1K
2,775
清仓
MCD
MCDONALDS CORP
-$241.3K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$239.9K
1,315
建仓
KMX
CARMAX INC
+$238.9K
3,258
建仓
HD
HOME DEPOT INC
+$235.2K
683
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$235.0K
12,066
-1%
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$233.4K
142,310
清仓
GBIL
GOLDMAN SACHS ETF TR
-$232.9K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$229.1K
816
+119%
减持
CRM
SALESFORCE INC
-$227.2K
3,063
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$225.5K
2,049
+42%
清仓
STLD
STEEL DYNAMICS INC
-$222.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$219.1K
0
-100%
清仓
—
ETF SER SOLUTIONS
-$209.5K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$209.2K
3,070
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$204.7K
71,429
+13%
减持
XLE
SELECT SECTOR SPDR TR
-$184.7K
7,643
-18%
减持
UDEC
INNOVATOR ETFS TRUST
-$179.7K
97,110
-8%
减持
AAPL
APPLE INC
-$167.8K
36,215
-20%
减持
AMGN
AMGEN INC
-$165.9K
893
-43%
减持
ITA
ISHARES TR
-$165.8K
5,076
-20%
增持
WMT
WALMART INC
+$165.0K
10,848
+15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$163.9K
12,704
+41%
减持
PDEC
INNOVATOR ETFS TRUST
-$160.4K
66,706
-8%
减持
ARKK
ARK ETF TR
-$146.7K
5,031
-31%
增持
DIS
DISNEY WALT CO
-$140.7K
7,601
+4%
增持
AMZN
AMAZON COM INC
+$134.6K
3,846
+14%
减持
SPY
SPDR S&P 500 ETF TR
-$128.4K
23,521
-5%
增持
EPP
ISHARES INC
+$123.7K
27,517
+11%
清仓
RKLB
ROCKET LAB USA INC
-$122.7K
0
-100%
减持
META
META PLATFORMS INC
-$114.7K
1,918
-14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$109.6K
2,629
+3%
