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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 36
增持 37
减持 32
清仓 45
方向
标的
Δ市值
现股数(环比)
减持
LQDH
ISHARES U S ETF TR
-$37.4M
7,295
-98%
减持
FLTR
VANECK ETF TRUST
-$31.1M
25,803
-98%
增持
PULS
PGIM ETF TR
+$31.0M
858,521
+263%
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
SPY
SPDR S&P 500 ETF TR
-$10.7M
1,515
-93%
增持
XBIL
RBB FD INC
+$9.2M
200,214
+1162%
增持
BIL
SPDR SERIES TRUST
+$9.2M
112,383
+842%
增持
TFLO
ISHARES TR
+$9.1M
186,290
+2819%
建仓
VOO
VANGUARD INDEX FDS
+$8.1M
14,307
清仓
JNK
SPDR SER TR
-$6.9M
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.8M
1,586,241
+23%
增持
FLRN
SPDR SERIES TRUST
+$6.7M
1,057,565
+26%
增持
QQQ
INVESCO QQQ TR
+$5.2M
14,418
+145%
清仓
PM
PHILIP MORRIS INTL INC
-$5.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$4.8M
16,946
+77%
减持
GILD
GILEAD SCIENCES INC
-$4.6M
19,599
-68%
增持
GE
GE AEROSPACE
+$4.2M
18,633
+534%
建仓
INTU
INTUIT
+$4.1M
5,255
增持
CTAS
CINTAS CORP
+$4.1M
20,616
+807%
建仓
VST
VISTRA CORP
+$4.1M
20,946
建仓
AXON
AXON ENTERPRISE INC
+$4.0M
4,774
建仓
PWR
QUANTA SVCS INC
+$3.8M
10,074
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.7M
1,062,106
+5%
减持
AXP
AMERICAN EXPRESS CO
-$3.4M
2,785
-82%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$3.3M
418,721
+34%
减持
WMT
WALMART INC
-$3.3M
15,196
-72%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$3.3M
0
-100%
清仓
MMM
3M CO
-$3.2M
0
-100%
减持
HYS
PIMCO ETF TR
-$3.0M
9,938
-77%
清仓
MA
MASTERCARD INCORPORATED
-$2.9M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$2.7M
6,662
-65%
减持
SSO
PROSHARES TR
-$2.6M
2,790
-92%
清仓
XLU
SELECT SECTOR SPDR TR
-$2.5M
0
-100%
增持
META
META PLATFORMS INC
+$2.4M
5,977
+70%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
50,577
-7%
减持
IAU
ISHARES GOLD TR
-$2.0M
6,475
-84%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.9M
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$1.8M
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$1.7M
0
-100%
清仓
FALN
ISHARES TR
-$1.7M
0
-100%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$1.6M
13,835
-88%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.6M
34,889
建仓
SCHZ
SCHWAB STRATEGIC TR
+$1.6M
69,406
建仓
SPAB
SPDR SERIES TRUST
+$1.6M
62,925
建仓
TBT
PROSHARES TR
+$1.6M
44,802
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.6M
19,200
-58%
建仓
MBB
ISHARES TR
+$1.5M
15,580
清仓
XLV
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.4M
71,923
-48%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
11,669
-70%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
清仓
IYR
ISHARES TR
-$1.3M
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
建仓
IEF
ISHARES TR
+$1.2M
12,814
减持
DIS
DISNEY WALT CO
-$1.2M
15,153
-51%
建仓
TLT
ISHARES TR
+$1.2M
13,122
清仓
UUP
INVESCO DB US DLR INDEX TR
-$1.1M
0
-100%
建仓
TLH
ISHARES TR
+$1.1M
11,175
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$1.1M
2,548
增持
MAR
MARRIOTT INTL INC NEW
+$1.1M
5,403
+264%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
5,911
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
18,849
+20%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
18,567
减持
AVGO
BROADCOM INC
-$1.1M
1,098
-86%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
11,460
+40%
建仓
HACK
AMPLIFY ETF TR
+$1.0M
11,796
清仓
CLX
CLOROX CO DEL
-$1.0M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$1.0M
8,800
-35%
建仓
QUAL
ISHARES TR
+$1.0M
5,485
清仓
DEO
DIAGEO PLC
-$999.1K
0
-100%
建仓
FLOT
ISHARES TR
+$984.8K
19,303
建仓
MO
ALTRIA GROUP INC
+$971.1K
16,564
增持
AGG
ISHARES TR
+$925.8K
14,020
+198%
建仓
CSCO
CISCO SYS INC
+$924.4K
13,323
减持
SGOL
ETFS GOLD TR
-$920.3K
10,914
-74%
建仓
MTUM
ISHARES TR
+$870.4K
3,622
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$868.1K
1
-50%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$836.6K
101,173
+12%
建仓
NVO
NOVO-NORDISK A S
+$824.4K
11,945
建仓
KR
KROGER CO
+$811.7K
11,316
建仓
EXPE
EXPEDIA GROUP INC
+$811.5K
4,811
建仓
TMUS
T-MOBILE US INC
+$795.6K
3,339
建仓
JD
JD.COM INC
+$780.2K
23,903
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$776.5K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$762.3K
6,463
+41%
增持
V
VISA INC
+$748.8K
7,005
+41%
清仓
ICVT
ISHARES TR
-$730.4K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$707.1K
24,268
-21%
增持
AAPL
APPLE INC
+$657.9K
40,328
+18%
清仓
APD
AIR PRODS & CHEMS INC
-$648.8K
0
-100%
清仓
GOOGL
ALPHABET INC
-$633.2K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$602.0K
4,381
清仓
EMR
EMERSON ELEC CO
-$566.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$559.0K
100,190
+11%
建仓
SHOP
SHOPIFY INC
+$549.8K
4,766
清仓
BKNG
BOOKING HOLDINGS INC
-$544.4K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$536.2K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$530.1K
3,645
+92%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$523.2K
6,760
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$522.6K
12,235
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$515.6K
146,087
+2%
减持
MSTB
ETF SER SOLUTIONS
+$514.8K
137,114
-3%
减持
NKE
NIKE INC
-$514.2K
15,628
-39%
建仓
IBND
SPDR SERIES TRUST
+$514.0K
15,772
清仓
ELV
ELEVANCE HEALTH INC
-$488.4K
0
-100%
减持
AMZN
AMAZON COM INC
-$486.8K
1,492
-65%
清仓
ED
CONSOLIDATED EDISON INC
-$485.9K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$482.0K
0
-100%
增持
SPYI
NEOS ETF TRUST
+$475.0K
24,157
+56%
清仓
GLW
CORNING INC
-$474.6K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$464.9K
1,923
-72%
建仓
GDDY
GODADDY INC
+$450.5K
2,502
清仓
IJR
ISHARES TR
-$419.3K
0
-100%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$417.6K
141,703
+2%
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$416.7K
134,951
+3%
清仓
SBUX
STARBUCKS CORP
-$406.0K
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$400.2K
0
-100%
清仓
TIPZ
PIMCO ETF TR
-$399.9K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$397.2K
0
-100%
减持
LLY
ELI LILLY & CO
-$382.8K
500
-47%
减持
GLD
SPDR GOLD TR
-$377.1K
22,567
-10%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$375.5K
127,237
+2%
增持
PYLD
PIMCO ETF TR
+$375.0K
75,897
+22%
清仓
SPSM
SPDR SER TR
-$362.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$362.6K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$361.1K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$357.2K
0
-100%
增持
CAT
CATERPILLAR INC
+$356.3K
2,081
+52%
清仓
XYLD
GLOBAL X FDS
-$353.2K
0
-100%
清仓
IWC
ISHARES TR
-$348.5K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$347.9K
10,602
减持
VTV
VANGUARD INDEX FDS
-$346.8K
1,836
-53%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$346.7K
40,171
+48%
增持
LRCX
LAM RESEARCH CORP
+$346.5K
13,443
+2%
增持
VPC
ETFIS SER TR I
+$341.8K
47,581
+58%
增持
MAIN
MAIN STR CAP CORP
+$341.6K
16,867
+46%
建仓
VTI
VANGUARD INDEX FDS
+$338.9K
1,114
减持
TSLA
TESLA INC
+$338.1K
9,178
-8%
减持
IWM
ISHARES TR
-$324.9K
4,028
-33%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$324.5K
48,328
+41%
建仓
DECM
FIRST TR EXCHNG TRADED FD VI
+$324.3K
10,285
增持
SMH
VANECK ETF TRUST
+$323.8K
4,090
+6%
清仓
JAAA
JANUS DETROIT STR TR
-$319.4K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$299.8K
0
-100%
建仓
MRK
MERCK & CO INC
+$299.6K
3,784
清仓
MCK
MCKESSON CORP
-$292.8K
0
-100%
清仓
KMX
CARMAX INC
-$291.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$268.5K
751
-53%
减持
KMI
KINDER MORGAN INC DEL
-$260.6K
39,173
-21%
清仓
HD
HOME DEPOT INC
-$255.9K
0
-100%
