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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 49
增持 49
减持 28
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
XBIL
RBB FD INC
-$14.8M
302,048
-49%
减持
BIL
SPDR SER TR
-$14.4M
187,525
-45%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$14.0M
0
-100%
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。
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$9.4M
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$7.2M
317,155
建仓
LQD
ISHARES TR
+$7.2M
67,124
建仓
QLTA
ISHARES TR
+$7.2M
152,967
建仓
SPLB
SPDR SER TR
+$7.1M
318,280
建仓
IGLB
ISHARES TR
+$6.9M
139,151
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$6.4M
312,070
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$6.3M
271,658
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$6.2M
23,991
-87%
减持
GMAY
FIRST TR EXCHNG TRADED FD VI
-$6.0M
140,320
-54%
减持
BOND
PIMCO ETF TR
-$6.0M
45,612
-57%
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$5.8M
140,225
-55%
建仓
LRCX
LAM RESEARCH CORP
+$5.6M
76,885
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$4.9M
1,074,255
-15%
清仓
TOTL
SSGA ACTIVE ETF TR
-$4.9M
0
-100%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$4.8M
14,920
-96%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$4.7M
16,521
-96%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$4.7M
15,033
-96%
建仓
ANET
ARISTA NETWORKS INC
+$4.7M
42,290
增持
DIS
DISNEY WALT CO
+$4.2M
95,784
+43%
增持
AAPL
APPLE INC
+$4.0M
59,931
+27%
清仓
—
ARISTA NETWORKS INC
-$3.2M
0
-100%
建仓
LQDH
ISHARES U S ETF TR
+$2.9M
31,094
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.7M
7,316
+322%
建仓
FLRN
SPDR SER TR
+$2.4M
79,655
清仓
—
LAM RESEARCH CORP
-$2.3M
0
-100%
建仓
FLTR
VANECK ETF TRUST
+$2.2M
87,510
增持
NVDA
NVIDIA CORPORATION
+$2.1M
68,963
+17%
增持
TRV
TRAVELERS COMPANIES INC
+$2.1M
27,168
+44%
增持
NKE
NIKE INC
+$2.1M
110,488
+55%
减持
INDA
ISHARES TR
-$1.9M
5,379
-85%
建仓
FTNT
FORTINET INC
+$1.7M
17,890
增持
TLT
ISHARES TR
+$1.7M
21,938
+834%
清仓
CL
COLGATE PALMOLIVE CO
-$1.6M
0
-100%
建仓
KLAC
KLA CORP
+$1.6M
2,480
建仓
ACI
ALBERTSONS COS INC
+$1.5M
78,461
清仓
CHE
CHEMED CORP NEW
-$1.5M
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
26,709
增持
AXP
AMERICAN EXPRESS CO
+$1.5M
24,642
+14%
增持
V
VISA INC
+$1.5M
7,166
+146%
清仓
DELL
DELL TECHNOLOGIES INC
-$1.4M
0
-100%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$1.4M
50,065
-53%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$1.4M
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.3M
39,639
+109%
建仓
NVS
NOVARTIS AG
+$1.3M
13,701
建仓
TDG
TRANSDIGM GROUP INC
+$1.3M
1,014
清仓
NTAP
NETAPP INC
-$1.3M
0
-100%
增持
IJR
ISHARES TR
+$1.2M
14,359
+272%
建仓
PG
PROCTER AND GAMBLE CO
+$1.2M
7,003
清仓
TLH
ISHARES TR
-$1.2M
0
-100%
建仓
PULS
PGIM ETF TR
+$1.1M
22,315
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$1.1M
11,863
增持
TXN
TEXAS INSTRS INC
+$1.1M
19,425
+55%
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.0M
9,944
清仓
VST
VISTRA CORP
-$1.0M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
13,230
+54%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.0M
89,717
-19%
建仓
KHC
KRAFT HEINZ CO
+$1.0M
32,703
增持
COR
CENCORA INC
+$995.2K
5,461
+430%
减持
RCS
PIMCO STRATEGIC INCOME FD
-$982.5K
133,859
-49%
清仓
PM
PHILIP MORRIS INTL INC
-$982.4K
0
-100%
清仓
CSCO
CISCO SYS INC
-$981.8K
0
-100%
清仓
IJK
ISHARES TR
-$973.2K
0
-100%
增持
WMT
WALMART INC
+$970.8K
21,289
+80%
建仓
MZTI
LANCASTER COLONY CORP
+$963.4K
5,564
增持
DEO
DIAGEO PLC
+$962.4K
9,845
+378%
建仓
ITW
ILLINOIS TOOL WKS INC
+$941.0K
3,711
建仓
SGOL
ETFS GOLD TR
+$916.8K
36,598
建仓
KMI
KINDER MORGAN INC DEL
+$883.0K
32,225
增持
JNK
SPDR SER TR
+$869.2K
20,212
+86%
建仓
SMH
VANECK ETF TRUST
+$854.3K
3,527
建仓
IVE
ISHARES TR
+$842.0K
4,411
减持
GE
GE AEROSPACE
-$839.3K
3,261
-56%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$833.7K
634
-70%
清仓
FANG
DIAMONDBACK ENERGY INC
-$821.4K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$820.0K
22,277
+51%
减持
IONQ
IONQ INC
+$800.2K
27,224
-29%
减持
TSLA
TESLA INC
+$794.7K
6,536
-7%
增持
UGA
UNITED STS GASOLINE FD LP
+$777.3K
31,974
+51%
建仓
MSA
MSA SAFETY INC
+$759.2K
4,580
建仓
NOW
SERVICENOW INC
+$749.5K
707
清仓
—
SUPER MICRO COMPUTER INC
-$742.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$725.2K
4,507
+39%
清仓
XLV
SELECT SECTOR SPDR TR
-$722.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$719.9K
63,517
+57%
清仓
SFM
SPROUTS FMRS MKT INC
-$708.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$706.2K
25,321
+26%
减持
LMT
LOCKHEED MARTIN CORP
-$704.2K
4,033
-12%
建仓
PPG
PPG INDS INC
+$703.9K
5,893
清仓
TMUS
T-MOBILE US INC
-$683.9K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$679.0K
0
-100%
增持
GWW
GRAINGER W W INC
+$668.2K
1,996
+44%
增持
XLY
SELECT SECTOR SPDR TR
+$659.4K
4,316
+180%
增持
XLF
SELECT SECTOR SPDR TR
+$648.0K
20,016
+184%
增持
AMGN
AMGEN INC
+$635.0K
3,738
+255%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$577.3K
92,369
+35%
增持
IWM
ISHARES TR
+$574.2K
3,613
+256%
建仓
BB
BLACKBERRY LTD
+$557.4K
147,448
减持
SPY
SPDR S&P 500 ETF TR
-$545.8K
21,629
-6%
减持
CLOI
VANECK ETF TRUST
-$538.1K
20,007
-33%
建仓
SPYI
NEOS ETF TRUST
+$532.2K
10,473
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$512.7K
11,475
+51%
建仓
JNJ
JOHNSON & JOHNSON
+$511.8K
3,539
增持
AMAT
APPLIED MATLS INC
+$507.2K
10,881
+74%
建仓
ENFR
ALPS ETF TR
+$501.8K
16,109
增持
AVGO
BROADCOM INC
+$499.1K
8,146
+1%
建仓
MAGS
LISTED FD TR
+$492.6K
9,052
增持
CTAS
CINTAS CORP
+$482.9K
11,339
+47%
建仓
XLC
SELECT SECTOR SPDR TR
+$481.2K
4,971
减持
BKNG
BOOKING HOLDINGS INC
-$481.2K
121
-53%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$475.1K
2,659
-27%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$450.9K
0
-100%
增持
CDW
CDW CORP
+$441.2K
9,555
+77%
增持
CRM
SALESFORCE INC
+$431.5K
3,921
+22%
增持
CAT
CATERPILLAR INC
+$428.8K
4,960
+42%
增持
QCOM
QUALCOMM INC
+$410.8K
12,364
+41%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$405.7K
77,658
-2%
增持
HPQ
HP INC
+$396.1K
56,786
+40%
清仓
O
REALTY INCOME CORP
-$392.6K
0
-100%
增持
EXEL
EXELIXIS INC
+$392.1K
32,777
+22%
增持
EPP
ISHARES INC
+$371.6K
41,781
+40%
增持
ILF
ISHARES TR
+$371.5K
83,787
+57%
减持
LLY
ELI LILLY & CO
-$366.8K
945
-24%
建仓
—
GRAB HOLDINGS LIMITED
+$365.9K
77,519
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$364.8K
10,410
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$355.8K
2,874
+56%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$354.1K
33,041
-43%
减持
MRK
MERCK & CO INC
-$341.2K
3,033
-46%
建仓
CALF
PACER FDS TR
+$333.5K
7,577
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$321.6K
12,609
+20%
建仓
SCHD
SCHWAB STRATEGIC TR
+$313.1K
11,460
建仓
IBND
SPDR SER TR
+$310.1K
10,934
增持
BALT
INNOVATOR ETFS TRUST
+$307.0K
111,398
+8%
建仓
COWZ
PACER FDS TR
+$290.3K
5,140
增持
MAIN
MAIN STR CAP CORP
+$280.4K
10,392
+59%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$273.5K
124,283
+4%
减持
PFE
PFIZER INC
-$273.4K
55,725
-8%
建仓
ADBE
ADOBE INC
+$266.4K
599
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$256.4K
129,874
+4%
建仓
GEV
GE VERNOVA INC
+$249.3K
758
增持
SLV
ISHARES SILVER TR
+$236.8K
103,399
+18%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$228.1K
25,369
+30%
增持
IWC
ISHARES TR
+$222.3K
4,797
+47%
建仓
ADSK
AUTODESK INC
+$219.6K
743
建仓
DES
WISDOMTREE TR
+$213.2K
6,206
清仓
VICI
VICI PPTYS INC
-$212.1K
0
-100%
建仓
UNP
UNION PAC CORP
+$209.1K
917
