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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 30
增持 33
减持 49
清仓 38
方向
标的
Δ市值
现股数(环比)
增持
LQDH
ISHARES U S ETF TR
+$35.2M
412,838
+1228%
增持
FLTR
VANECK ETF TRUST
+$29.5M
1,243,495
+1321%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$23.5M
1,292,652
+376%
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。
增持
FLRN
SPDR SER TR
+$23.4M
839,993
+955%
减持
BIL
SPDR SER TR
-$16.1M
11,932
-94%
减持
XBIL
RBB FD INC
-$14.3M
15,868
-95%
增持
PULS
PGIM ETF TR
+$10.6M
236,211
+959%
减持
DIS
DISNEY WALT CO
-$7.6M
30,983
-68%
减持
AAPL
APPLE INC
-$7.4M
34,287
-43%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$7.2M
0
-100%
清仓
LQD
ISHARES TR
-$7.2M
0
-100%
清仓
QLTA
ISHARES TR
-$7.2M
0
-100%
清仓
SPLB
SPDR SER TR
-$7.1M
0
-100%
清仓
IGLB
ISHARES TR
-$6.9M
0
-100%
减持
NKE
NIKE INC
-$6.7M
25,590
-77%
增持
JNK
SPDR SER TR
+$5.0M
72,820
+260%
建仓
PM
PHILIP MORRIS INTL INC
+$5.0M
31,405
减持
TRV
TRAVELERS COMPANIES INC
-$4.8M
6,617
-76%
增持
GILD
GILEAD SCIENCES INC
+$4.7M
60,343
+171%
减持
LRCX
LAM RESEARCH CORP
-$4.6M
13,233
-83%
增持
GLD
SPDR GOLD TR
+$4.5M
25,183
+120%
减持
MPWR
MONOLITHIC PWR SYS INC
-$3.9M
681
-91%
增持
HYS
PIMCO ETF TR
+$3.6M
42,589
+913%
建仓
SCHG
SCHWAB STRATEGIC TR
+$3.5M
138,839
减持
NVDA
NVIDIA CORPORATION
-$3.4M
54,236
-21%
减持
ANET
ARISTA NETWORKS INC
-$3.3M
17,970
-58%
建仓
MMM
3M CO
+$3.2M
21,844
减持
TXN
TEXAS INSTRS INC
-$3.1M
2,875
-85%
减持
AXP
AMERICAN EXPRESS CO
-$3.1M
15,826
-36%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$3.0M
311,483
-26%
增持
WMT
WALMART INC
+$2.9M
54,659
+157%
增持
JPM
JPMORGAN CHASE & CO.
+$2.8M
18,779
+153%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$2.8M
46,231
清仓
SLV
ISHARES SILVER TR
-$2.7M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.6M
1,013,320
-6%
建仓
XLU
SELECT SECTOR SPDR TR
+$2.5M
32,023
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$2.5M
8,199
增持
MA
MASTERCARD INCORPORATED
+$2.5M
5,351
+519%
建仓
IAU
ISHARES GOLD TR
+$2.4M
40,745
清仓
UGA
UNITED STS GASOLINE FD LP
-$2.0M
0
-100%
清仓
TLT
ISHARES TR
-$1.9M
0
-100%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$1.8M
117,867
清仓
EPP
ISHARES INC
-$1.8M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
2,296
-82%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.8M
54,006
+102%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
4,596
-65%
清仓
ILF
ISHARES TR
-$1.8M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
17,691
-72%
建仓
ANGL
VANECK ETF TRUST
+$1.7M
59,566
减持
GWW
GRAINGER W W INC
-$1.7M
390
-80%
建仓
FALN
ISHARES TR
+$1.7M
64,009
清仓
FTNT
FORTINET INC
-$1.7M
0
-100%
清仓
CDW
CDW CORP
-$1.7M
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.6M
2,495
-78%
减持
CTAS
CINTAS CORP
-$1.6M
2,272
-80%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.6M
25,743
-72%
清仓
KLAC
KLA CORP
-$1.6M
0
-100%
清仓
ACI
ALBERTSONS COS INC
-$1.5M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
14,079
-64%
减持
CVX
CHEVRON CORP NEW
-$1.4M
13,584
-46%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.4M
9,511
减持
SSO
PROSHARES TR
-$1.4M
35,294
-24%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.4M
16,754
减持
CAT
CATERPILLAR INC
-$1.3M
1,369
-72%
清仓
NVS
NOVARTIS AG
-$1.3M
0
-100%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
32,164
减持
HPQ
HP INC
-$1.3M
20,018
-65%
清仓
TDG
TRANSDIGM GROUP INC
-$1.3M
0
-100%
减持
QCOM
QUALCOMM INC
-$1.2M
4,291
-65%
减持
IJR
ISHARES TR
-$1.2M
4,009
-72%
减持
AMAT
APPLIED MATLS INC
-$1.2M
3,687
-66%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$1.1M
39,970
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
20,810
-4%
建仓
CLX
CLOROX CO DEL
+$1.0M
6,891
清仓
KHC
KRAFT HEINZ CO
-$1.0M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$986.3K
39,222
+96%
清仓
MZTI
LANCASTER COLONY CORP
-$963.4K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$941.0K
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$916.0K
2
+100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$910.8K
5,380
+87%
减持
COR
CENCORA INC
-$910.2K
1,139
-79%
清仓
IJS
ISHARES TR
-$900.8K
0
-100%
增持
META
META PLATFORMS INC
+$894.1K
3,515
+82%
增持
XLB
SELECT SECTOR SPDR TR
+$865.0K
14,880
+202%
增持
IYR
ISHARES TR
+$855.3K
13,470
+189%
清仓
IVE
ISHARES TR
-$842.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$813.1K
2,118
-70%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$808.8K
2,201
-81%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$803.2K
684
-76%
增持
COST
COSTCO WHSL CORP NEW
+$794.6K
1,775
+84%
减持
CRM
SALESFORCE INC
-$787.1K
1,952
-50%
减持
EXEL
EXELIXIS INC
-$778.5K
8,476
-74%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$776.5K
5,912
建仓
MSTR
MICROSTRATEGY INC
+$767.4K
2,662
清仓
MSA
MSA SAFETY INC
-$759.2K
0
-100%
清仓
PPG
PPG INDS INC
-$703.9K
0
-100%
增持
AOM
ISHARES TR
+$628.4K
34,243
+70%
清仓
PTNQ
PACER FDS TR
-$614.0K
0
-100%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$593.0K
0
-100%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$567.7K
27,231
-46%
建仓
EMR
EMERSON ELEC CO
+$566.3K
5,165
增持
PYLD
PIMCO ETF TR
+$538.0K
62,215
+46%
增持
KMI
KINDER MORGAN INC DEL
+$529.3K
49,500
+54%
减持
AVGO
BROADCOM INC
-$528.2K
8,125
-0%
减持
V
VISA INC
-$526.4K
4,960
-31%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$509.2K
0
-100%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$484.3K
0
-100%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$477.2K
0
-100%
建仓
GLW
CORNING INC
+$474.6K
10,367
建仓
AGG
ISHARES TR
+$465.0K
4,700
减持
FBND
FIDELITY MERRIMACK STR TR
-$458.3K
6,829
-60%
增持
QQQ
INVESCO QQQ TR
+$453.1K
5,880
+30%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$450.2K
6,103
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$442.7K
9,457
增持
AMD
ADVANCED MICRO DEVICES INC
+$441.9K
15,654
+62%
清仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$425.7K
0
-100%
清仓
WCLD
WISDOMTREE TR
-$419.9K
0
-100%
增持
IWM
ISHARES TR
+$395.7K
5,985
+66%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$391.1K
90,134
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$378.6K
34,393
+36%
清仓
LDUR
PIMCO ETF TR
-$377.4K
0
-100%
增持
ABBV
ABBVIE INC
+$369.7K
8,273
+8%
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$364.8K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$361.3K
294,148
-6%
增持
SGOL
ETFS GOLD TR
+$347.7K
42,405
+16%
减持
XLK
SELECT SECTOR SPDR TR
-$337.5K
1,903
-39%
清仓
CALF
PACER FDS TR
-$333.5K
0
-100%
减持
UDEC
INNOVATOR ETFS TRUST
-$328.6K
88,554
-8%
建仓
TFLO
ISHARES TR
+$323.4K
6,383
建仓
JAAA
JANUS DETROIT STR TR
+$319.4K
6,299
减持
MINT
PIMCO ETF TR
-$318.3K
32,428
-9%
建仓
SPYM
SPDR SER TR
+$314.7K
4,785
清仓
IBND
SPDR SER TR
-$310.1K
0
-100%
清仓
IHDG
WISDOMTREE TR
-$307.0K
0
-100%
增持
BB
BLACKBERRY LTD
+$304.7K
228,658
+55%
清仓
MRK
MERCK & CO INC
-$301.7K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$299.8K
1,545
减持
MSTB
ETF SER SOLUTIONS
-$295.9K
142,047
-2%
建仓
MCK
MCKESSON CORP
+$292.8K
435
清仓
INDA
ISHARES TR
-$283.2K
0
-100%
减持
IWC
ISHARES TR
-$277.0K
3,142
-35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$264.1K
2,759
+4%
建仓
AOA
ISHARES TR
+$259.8K
3,396
建仓
SFM
SPROUTS FMRS MKT INC
+$257.4K
1,686
减持
DEO
DIAGEO PLC
-$252.5K
9,534
-3%
减持
SPSM
SPDR SER TR
-$250.8K
8,898
-35%
建仓
NOBL
PROSHARES TR
+$242.5K
2,372
减持
LMT
LOCKHEED MARTIN CORP
-$242.4K
3,845
-5%
增持
CORP
PIMCO ETF TR
+$231.4K
16,586
+15%
