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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 55
增持 44
减持 20
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
—
INVESCO EXCH TRD SLF IDX FD
-$32.2M
190,683
-88%
建仓
GRNY
TIDAL TRUST I
+$20.9M
835,749
增持
MSTB
ETF SER SOLUTIONS
+$19.1M
608,963
+344%
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
PULS
PGIM ETF TR
-$16.9M
517,717
-40%
增持
TFLO
ISHARES TR
+$16.0M
502,992
+170%
增持
VOO
VANGUARD INDEX FDS
+$12.6M
33,832
+136%
增持
SPY
SPDR S&P 500 ETF TR
+$12.5M
20,206
+1234%
增持
QQQ
INVESCO QQQ TR
+$12.5M
33,994
+136%
减持
BIL
SPDR SERIES TRUST
-$9.6M
8,221
-93%
减持
XBIL
RBB FD INC
-$9.2M
15,898
-92%
增持
NVDA
NVIDIA CORPORATION
+$6.1M
75,444
+49%
建仓
—
CARNIVAL CORP
+$4.6M
160,237
清仓
CTAS
CINTAS CORP
-$4.6M
0
-100%
减持
GLD
SPDR GOLD TR
-$4.5M
6,684
-70%
清仓
INTU
INTUIT
-$4.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$4.1M
8,424
-50%
建仓
STT
STATE STR CORP
+$4.0M
34,890
增持
JPM
JPMORGAN CHASE & CO.
+$4.0M
18,685
+180%
减持
GE
GE AEROSPACE
-$3.9M
2,840
-85%
清仓
PWR
QUANTA SVCS INC
-$3.8M
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$3.8M
18,859
减持
AXON
AXON ENTERPRISE INC
-$3.8M
281
-94%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$3.5M
0
-100%
增持
SSO
PROSHARES TR
+$3.4M
32,423
+1062%
增持
AAPL
APPLE INC
+$3.0M
44,203
+10%
增持
EXEL
EXELIXIS INC
+$2.7M
73,792
+828%
建仓
UNH
UNITEDHEALTH GROUP INC
+$2.4M
6,860
增持
V
VISA INC
+$2.1M
13,432
+92%
建仓
SNEX
STONEX GROUP INC
+$1.9M
18,676
建仓
CL
COLGATE PALMOLIVE CO
+$1.7M
21,703
建仓
JBL
JABIL INC
+$1.7M
7,987
增持
FLRN
SPDR SERIES TRUST
+$1.7M
1,110,303
+5%
增持
META
META PLATFORMS INC
+$1.6M
8,247
+38%
增持
CRM
SALESFORCE INC
+$1.6M
9,908
+282%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$1.6M
0
-100%
清仓
SPAB
SPDR SERIES TRUST
-$1.6M
0
-100%
清仓
TBT
PROSHARES TR
-$1.6M
0
-100%
增持
SHOP
SHOPIFY INC
+$1.5M
14,058
+195%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.5M
456,523
+9%
清仓
MBB
ISHARES TR
-$1.5M
0
-100%
增持
VST
VISTRA CORP
+$1.4M
28,095
+34%
清仓
LRCX
LAM RESEARCH CORP
-$1.3M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.2M
3,626
-39%
建仓
MOH
MOLINA HEALTHCARE INC
+$1.2M
6,337
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
116,690
+15%
增持
EXPE
EXPEDIA GROUP INC
+$1.2M
9,411
+96%
清仓
TLT
ISHARES TR
-$1.2M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
119,770
+20%
增持
QUAL
ISHARES TR
+$1.1M
11,012
+101%
清仓
TLH
ISHARES TR
-$1.1M
0
-100%
清仓
NKE
NIKE INC
-$1.1M
0
-100%
建仓
CW
CURTISS WRIGHT CORP
+$1.1M
2,030
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
0
-100%
建仓
EFA
ISHARES TR
+$1.1M
11,305
增持
MTUM
ISHARES TR
+$1.0M
7,440
+105%
建仓
HQY
HEALTHEQUITY INC
+$1.0M
10,925
减持
IEF
ISHARES TR
-$1.0M
2,153
-83%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
97,443
+35%
清仓
MO
ALTRIA GROUP INC
-$971.1K
0
-100%
建仓
LQD
ISHARES TR
+$892.7K
8,008
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$877.0K
11,294
建仓
IGLB
ISHARES TR
+$865.7K
16,796
增持
COR
CENCORA INC
+$863.1K
3,461
+375%
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$861.3K
13,803
清仓
NVO
NOVO-NORDISK A S
-$824.4K
0
-100%
清仓
KR
KROGER CO
-$811.7K
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$803.2K
69,469
+73%
清仓
TMUS
T-MOBILE US INC
-$795.6K
0
-100%
清仓
JD
JD.COM INC
-$780.2K
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$779.6K
2
+100%
增持
DIS
DISNEY WALT CO
+$776.4K
23,192
+53%
建仓
LNTH
LANTHEUS HLDGS INC
+$762.2K
14,860
增持
KO
COCA COLA CO
+$759.8K
15,291
+325%
增持
ANET
ARISTA NETWORKS INC
+$748.5K
15,695
+4%
建仓
UI
UBIQUITI INC
+$742.5K
1,124
减持
AGG
ISHARES TR
-$739.8K
6,494
-54%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$739.6K
18,679
-46%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$656.0K
14,769
增持
SPYI
NEOS ETF TRUST
+$622.7K
35,148
+45%
减持
AMD
ADVANCED MICRO DEVICES INC
-$619.5K
12,703
-33%
清仓
TXN
TEXAS INSTRS INC
-$608.2K
0
-100%
清仓
HPQ
HP INC
-$576.8K
0
-100%
增持
IBND
SPDR SERIES TRUST
+$571.2K
33,607
+113%
增持
MRVL
MARVELL TECHNOLOGY INC
+$567.8K
12,978
+92%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$555.0K
3,173
建仓
KLAC
KLA CORP
+$552.3K
512
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$531.2K
26,658
+39%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$508.0K
9,725
清仓
ZM
ZOOM COMMUNICATIONS INC
-$506.4K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$504.3K
1,738
+131%
建仓
QQQI
NEOS ETF TRUST
+$500.2K
9,229
清仓
MPWR
MONOLITHIC PWR SYS INC
-$488.6K
0
-100%
增持
CAT
CATERPILLAR INC
+$482.2K
2,704
+30%
减持
MSTR
STRATEGY INC
-$472.5K
1,596
-35%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$468.1K
0
-100%
增持
SFM
SPROUTS FMRS MKT INC
+$467.1K
6,885
+302%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$452.4K
9,437
清仓
GDDY
GODADDY INC
-$450.5K
0
-100%
建仓
IJR
ISHARES TR
+$433.3K
3,646
增持
VTV
VANGUARD INDEX FDS
+$421.8K
4,002
+118%
建仓
ED
CONSOLIDATED EDISON INC
+$420.0K
4,178
建仓
JAAA
JANUS DETROIT STR TR
+$419.0K
8,251
减持
CORP
PIMCO ETF TR
-$415.8K
11,931
-27%
建仓
IT
GARTNER INC
+$411.1K
1,564
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$406.2K
0
-100%
增持
ARKK
ARK ETF TR
+$403.4K
8,364
+85%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$402.6K
7,753
清仓
GWW
GRAINGER W W INC
-$402.6K
0
-100%
建仓
IWC
ISHARES TR
+$378.9K
2,541
减持
VZ
VERIZON COMMUNICATIONS INC
-$375.6K
7,365
-54%
建仓
SPSM
SPDR SERIES TRUST
+$368.6K
7,956
建仓
CRWV
COREWEAVE INC
+$364.6K
2,664
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$353.9K
1,639
建仓
PMBS
PIMCO ETF TR
+$334.6K
6,739
减持
GMAY
FIRST TR EXCHNG TRADED FD VI
-$321.2K
133,397
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$316.5K
315,239
+5%
建仓
WCLD
WISDOMTREE TR
+$303.7K
8,635
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$297.7K
88,692
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$281.9K
56,941
+18%
建仓
XYLD
GLOBAL X FDS
+$277.5K
7,067
建仓
IYR
ISHARES TR
+$270.8K
2,789
建仓
XLB
SELECT SECTOR SPDR TR
+$263.1K
2,935
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$259.9K
7,673
+19%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$259.2K
927
建仓
SRLN
SSGA ACTIVE ETF TR
+$253.1K
6,087
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$241.2K
129,530
-9%
增持
MAIN
MAIN STR CAP CORP
+$239.2K
19,437
+15%
建仓
GOOGL
ALPHABET INC
+$237.9K
978
增持
CSCO
CISCO SYS INC
+$234.3K
16,935
+27%
清仓
FICO
FAIR ISAAC CORP
-$224.8K
0
-100%
建仓
T
AT&T INC
+$221.9K
7,859
建仓
IEFA
ISHARES TR
+$220.0K
2,520
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$219.5K
4,439
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$217.6K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$217.4K
273
建仓
HD
HOME DEPOT INC
+$215.6K
532
建仓
ARKF
ARK ETF TR
+$214.8K
3,781
建仓
—
ASML HOLDING N V
+$213.9K
221
建仓
OEF
ISHARES TR
+$211.7K
636
减持
WMT
WALMART INC
-$210.5K
12,376
-19%
建仓
DES
WISDOMTREE TR
+$209.0K
6,206
建仓
IYW
ISHARES TR
+$208.8K
1,066
清仓
XLC
SELECT SECTOR SPDR TR
-$208.7K
0
-100%
建仓
GLW
CORNING INC
+$208.4K
2,541
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$206.0K
0
-100%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$203.5K
1,926
清仓
PEN
PENUMBRA INC
-$202.7K
0
-100%
建仓
CLOA
BLACKROCK ETF TRUST II
+$202.5K
3,896
建仓
BRO
BROWN & BROWN INC
+$201.5K
2,148
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$201.4K
1,203
-49%
