小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 40
增持 56
减持 21
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$6.8M
309,957
+162%
建仓
NKE
NIKE INC
+$6.3M
71,164
增持
DIS
DISNEY WALT CO
+$5.7M
67,077
+782%
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
MSFT
MICROSOFT CORP
-$5.4M
8,727
-57%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$4.9M
368,676
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$4.9M
410,339
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$4.9M
373,419
清仓
LQD
ISHARES TR
-$4.5M
0
-100%
清仓
IUSB
ISHARES TR
-$4.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.4M
681
-93%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$4.4M
0
-100%
增持
AAPL
APPLE INC
+$3.4M
47,165
+30%
增持
BIL
SPDR SER TR
+$3.1M
344,061
+11%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.3M
1,260,706
-9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
110,529
+59%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
58,719
+45%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.0M
10,100
-82%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$2.0M
19,004
增持
AXP
AMERICAN EXPRESS CO
+$1.9M
21,539
+26%
增持
BOND
PIMCO ETF TR
+$1.8M
106,516
+18%
增持
XBIL
RBB FD INC
+$1.8M
595,699
+6%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
40,529
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
663,096
-11%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$1.7M
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$1.6M
15,309
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.6M
412,337
-14%
增持
—
ARISTA NETWORKS INC
+$1.6M
8,353
+79%
建仓
CHE
CHEMED CORP NEW
+$1.5M
2,518
建仓
QCOM
QUALCOMM INC
+$1.5M
8,754
建仓
HPQ
HP INC
+$1.5M
40,613
建仓
GWW
GRAINGER W W INC
+$1.4M
1,382
清仓
PG
PROCTER AND GAMBLE CO
-$1.4M
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.4M
68,172
清仓
MCK
MCKESSON CORP
-$1.4M
0
-100%
建仓
AVGO
BROADCOM INC
+$1.4M
8,055
建仓
VYMI
VANGUARD WHITEHALL FDS
+$1.4M
18,415
建仓
NTAP
NETAPP INC
+$1.3M
10,245
建仓
AMAT
APPLIED MATLS INC
+$1.3M
6,248
清仓
EL
LAUDER ESTEE COS INC
-$1.3M
0
-100%
建仓
CDW
CDW CORP
+$1.2M
5,399
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$1.2M
307,496
+8%
建仓
TLH
ISHARES TR
+$1.2M
10,576
清仓
TBUX
T ROWE PRICE ETF INC
-$1.2M
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$1.1M
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$1.1M
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$1.1M
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$1.1M
0
-100%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$1.1M
0
-100%
增持
GE
GE AEROSPACE
+$1.1M
7,334
+271%
减持
—
CHECK POINT SOFTWARE TECH LT
-$1.0M
1,621
-80%
建仓
VST
VISTRA CORP
+$1.0M
8,774
清仓
NOC
NORTHROP GRUMMAN CORP
-$1.0M
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$982.4K
8,092
清仓
WAT
WATERS CORP
-$982.3K
0
-100%
建仓
IJK
ISHARES TR
+$973.2K
10,586
增持
TSLA
TESLA INC
+$948.8K
7,051
+56%
减持
SPY
SPDR S&P 500 ETF TR
+$910.9K
23,045
-2%
清仓
HUBB
HUBBELL INC
-$894.0K
0
-100%
增持
GJAN
FIRST TR EXCHNG TRADED FD VI
+$892.8K
188,700
+11%
减持
SSO
PROSHARES TR
-$889.0K
48,051
-24%
清仓
IJJ
ISHARES TR
-$880.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$846.9K
3,651
+78%
建仓
FANG
DIAMONDBACK ENERGY INC
+$821.4K
4,764
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$820.5K
425,192
+5%
清仓
IEF
ISHARES TR
-$799.2K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$797.6K
4,772
-55%
清仓
EQNR
EQUINOR ASA
-$794.1K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$788.4K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$773.4K
57,657
+6%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$766.3K
0
-100%
清仓
VALE
VALE S A
-$764.2K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$758.5K
2,098
+157%
减持
BDGS
EA SERIES TRUST
-$746.8K
23,969
-54%
建仓
—
SUPER MICRO COMPUTER INC
+$742.4K
1,783
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$736.2K
10,537
+50%
减持
CSCO
CISCO SYS INC
-$711.7K
18,448
-48%
建仓
SFM
SPROUTS FMRS MKT INC
+$708.9K
6,421
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$696.4K
80,910
+11%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$696.3K
79,018
+11%
增持
BKNG
BOOKING HOLDINGS INC
+$694.9K
257
+162%
建仓
XLK
SELECT SECTOR SPDR TR
+$688.4K
3,049
建仓
TMUS
T-MOBILE US INC
+$683.9K
3,314
增持
TRV
TRAVELERS COMPANIES INC
+$664.7K
18,898
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$663.5K
8,571
-42%
增持
IJS
ISHARES TR
+$663.0K
9,070
+181%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$658.3K
1,837
建仓
MRK
MERCK & CO INC
+$642.9K
5,661
清仓
IVE
ISHARES TR
-$587.5K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$559.3K
0
-100%
增持
BALT
INNOVATOR ETFS TRUST
+$557.1K
103,572
+18%
清仓
MZTI
LANCASTER COLONY CORP
-$546.5K
0
-100%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$544.1K
260,398
+11%
增持
UGA
UNITED STS GASOLINE FD LP
+$534.0K
21,166
+104%
减持
COR
CENCORA INC
-$517.7K
1,030
-69%
减持
ED
CONSOLIDATED EDISON INC
-$496.2K
4,393
-59%
建仓
PHYL
PGIM ETF TR
+$453.5K
12,668
建仓
IJR
ISHARES TR
+$451.3K
3,858
增持
TOTL
SSGA ACTIVE ETF TR
+$416.8K
117,973
+5%
增持
GLD
SPDR GOLD TR
+$414.5K
10,738
+5%
建仓
SPSM
SPDR SER TR
+$410.1K
9,010
建仓
IWC
ISHARES TR
+$403.2K
3,269
建仓
GOOG
ALPHABET INC
+$396.2K
2,370
增持
TXN
TEXAS INSTRS INC
+$370.0K
12,541
+10%
建仓
WCLD
WISDOMTREE TR
+$337.8K
10,568
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$320.9K
119,618
+5%
清仓
VO
VANGUARD INDEX FDS
-$319.1K
0
-100%
清仓
IJH
ISHARES TR
-$314.5K
0
-100%
增持
PYLD
PIMCO ETF TR
+$313.7K
43,284
+32%
增持
SLV
ISHARES SILVER TR
+$300.9K
87,492
+6%
增持
MINT
PIMCO ETF TR
+$289.3K
33,880
+9%
清仓
AGG
ISHARES TR
-$286.8K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$283.7K
14,764
-33%
增持
ABBV
ABBVIE INC
+$279.7K
6,136
+13%
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$279.2K
124,307
+5%
增持
EPP
ISHARES INC
+$275.6K
29,870
+9%
减持
HYS
PIMCO ETF TR
-$272.8K
4,326
-42%
增持
CTAS
CINTAS CORP
+$270.9K
7,717
+310%
增持
MPWR
MONOLITHIC PWR SYS INC
+$259.6K
1,734
+6%
增持
DELL
DELL TECHNOLOGIES INC
+$254.2K
11,968
+42%
增持
CTRE
CARETRUST REIT INC
+$253.6K
30,839
+11%
增持
CAT
CATERPILLAR INC
+$250.9K
3,504
+4%
增持
ILF
ISHARES TR
+$249.0K
53,280
+17%
清仓
INTC
INTEL CORP
-$246.2K
0
-100%
增持
SHV
ISHARES TR
+$242.0K
25,695
+9%
增持
PFE
PFIZER INC
+$239.4K
60,531
+12%
增持
AOR
ISHARES TR
+$238.5K
13,154
+37%
增持
INDA
ISHARES TR
+$232.4K
36,553
+7%
减持
MSTB
ETF SER SOLUTIONS
+$227.2K
146,779
-0%
清仓
UJAN
INNOVATOR ETFS TRUST
-$226.4K
0
-100%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$225.0K
4,450
增持
WMT
WALMART INC
+$218.2K
11,798
+9%
建仓
VICI
VICI PPTYS INC
+$212.1K
6,366
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$211.2K
106,749
-12%
清仓
ADBE
ADOBE INC
-$210.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$209.2K
0
-100%
清仓
PEP
PEPSICO INC
-$205.6K
0
-100%
建仓
USHY
ISHARES TR
+$205.5K
5,457
建仓
EFA
ISHARES TR
+$203.5K
2,433
建仓
HYG
ISHARES TR
+$202.1K
2,517
建仓
SAIC
SCIENCE APPLICATIONS INTL CO
+$201.5K
1,447
增持
JPM
JPMORGAN CHASE & CO.
+$197.3K
8,483
+8%
增持
BUFF
INNOVATOR ETFS TRUST
+$195.8K
46,981
+7%
增持
CLOI
VANECK ETF TRUST
+$194.8K
30,050
+14%
增持
—
LAM RESEARCH CORP
+$186.6K
2,820
+42%
增持
RTX
RTX CORPORATION
+$164.8K
5,300
+11%
减持
ITOT
ISHARES TR
-$163.5K
8,516
-18%
增持
SFLR
INNOVATOR ETFS TRUST
+$155.6K
66,556
+5%
增持
SBUX
STARBUCKS CORP
+$150.5K
4,429
+23%
增持
AMD
ADVANCED MICRO DEVICES INC
+$141.0K
6,674
+13%
减持
LMT
LOCKHEED MARTIN CORP
+$137.9K
4,558
-16%
