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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 33
增持 51
减持 25
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
TFLO
ISHARES TR
-$21.3M
81,274
-84%
增持
FLOT
ISHARES TR
+$17.8M
367,231
+2121%
建仓
SGOV
ISHARES TR
+$16.8M
167,373
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
GRNY
TIDAL TRUST I
-$13.0M
317,934
-62%
减持
SPY
SPDR S&P 500 ETF TR
-$12.4M
1,511
-93%
减持
MSTB
ETF SER SOLUTIONS
-$11.4M
322,308
-47%
减持
FLRN
SPDR SERIES TRUST
-$10.6M
768,929
-31%
增持
AAPL
APPLE INC
+$10.2M
78,787
+78%
减持
VOO
VANGUARD INDEX FDS
-$10.1M
16,987
-50%
减持
QQQ
INVESCO QQQ TR
-$7.8M
20,548
-40%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$7.4M
60,551
+229%
增持
MSFT
MICROSOFT CORP
+$6.8M
23,097
+174%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$6.5M
0
-100%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.7M
292,467
增持
GOOG
ALPHABET INC
+$5.6M
19,424
+879%
增持
WMT
WALMART INC
+$5.6M
61,590
+398%
增持
RTX
RTX CORPORATION
+$5.3M
31,696
+846%
增持
AMD
ADVANCED MICRO DEVICES INC
+$5.0M
33,046
+160%
清仓
—
CARNIVAL CORP
-$4.6M
0
-100%
减持
META
META PLATFORMS INC
-$4.6M
2,186
-73%
增持
AVGO
BROADCOM INC
+$4.5M
14,016
+1078%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.4M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.4M
13,134
+262%
增持
ABBV
ABBVIE INC
+$4.3M
26,001
+276%
清仓
STT
STATE STR CORP
-$4.0M
0
-100%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$3.9M
168,676
增持
JPM
JPMORGAN CHASE & CO.
+$3.9M
30,339
+62%
增持
GILD
GILEAD SCIENCES INC
+$3.9M
48,570
+155%
清仓
PNC
PNC FINL SVCS GROUP INC
-$3.8M
0
-100%
减持
PULS
PGIM ETF TR
-$3.7M
444,913
-14%
减持
SSO
PROSHARES TR
-$3.3M
5,265
-84%
建仓
WDC
WESTERN DIGITAL CORP
+$2.9M
16,950
建仓
LRCX
LAM RESEARCH CORP
+$2.7M
16,046
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.3M
41,725
增持
ADBE
ADOBE INC
+$2.1M
7,478
+426%
清仓
SHOP
SHOPIFY INC
-$2.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
86,544
+15%
清仓
EXPE
EXPEDIA GROUP INC
-$2.0M
0
-100%
建仓
MPLX
MPLX LP
+$2.0M
37,432
建仓
MO
ALTRIA GROUP INC
+$2.0M
33,889
清仓
SNEX
STONEX GROUP INC
-$1.9M
0
-100%
建仓
MEDP
MEDPACE HLDGS INC
+$1.8M
3,137
减持
V
VISA INC
-$1.8M
8,065
-40%
清仓
CL
COLGATE PALMOLIVE CO
-$1.7M
0
-100%
清仓
JBL
JABIL INC
-$1.7M
0
-100%
减持
EXEL
EXELIXIS INC
-$1.7M
31,677
-57%
减持
VST
VISTRA CORP
-$1.6M
23,903
-15%
减持
CRM
SALESFORCE INC
-$1.6M
2,749
-72%
建仓
PCRX
PACIRA BIOSCIENCES INC
+$1.3M
51,105
建仓
PYPL
PAYPAL HLDGS INC
+$1.2M
20,773
清仓
MOH
MOLINA HEALTHCARE INC
-$1.2M
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$1.2M
8,304
建仓
KHC
KRAFT HEINZ CO
+$1.1M
45,942
清仓
CW
CURTISS WRIGHT CORP
-$1.1M
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$1.1M
10,867
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
1,015,060
+1%
清仓
IBND
SPDR SERIES TRUST
-$1.1M
0
-100%
清仓
COR
CENCORA INC
-$1.1M
0
-100%
建仓
TLT
ISHARES TR
+$1.0M
12,022
建仓
POST
POST HLDGS INC
+$1.0M
10,562
建仓
TLH
ISHARES TR
+$1.0M
10,034
清仓
KO
COCA COLA CO
-$1.0M
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.0M
6,545
清仓
LQD
ISHARES TR
-$892.7K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$877.2K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$851.0K
12,241
建仓
SPLB
SPDR SERIES TRUST
+$844.1K
37,382
清仓
BIZD
VANECK ETF TRUST
-$765.6K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$753.6K
1
-50%
建仓
CIEN
CIENA CORP
+$748.4K
3,200
建仓
HYMB
SPDR SERIES TRUST
+$730.6K
29,296
增持
SCHG
SCHWAB STRATEGIC TR
+$697.9K
116,718
+20%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$691.4K
8,330
增持
MINT
PIMCO ETF TR
+$676.3K
41,424
+20%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$656.0K
0
-100%
减持
BB
BLACKBERRY LTD
-$643.8K
12,133
-91%
清仓
AMAT
APPLIED MATLS INC
-$623.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$616.7K
17,920
-23%
建仓
NFLX
NETFLIX INC
+$613.8K
6,546
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$594.7K
39,647
增持
LNTH
LANTHEUS HLDGS INC
+$580.3K
20,172
+36%
增持
TSLA
TESLA INC
+$561.9K
8,139
+17%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$555.0K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$497.5K
33,574
+26%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$490.6K
25,464
+114%
增持
CAT
CATERPILLAR INC
+$480.3K
3,090
+14%
清仓
ENFR
ALPS ETF TR
-$477.5K
0
-100%
建仓
ETHA
ISHARES ETHEREUM TR
+$471.6K
21,024
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$453.9K
131,378
+5%
清仓
—
GRAB HOLDINGS LIMITED
-$443.7K
0
-100%
增持
LLY
ELI LILLY & CO
+$438.8K
757
+54%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$437.8K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$435.3K
0
-100%
清仓
IJR
ISHARES TR
-$433.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$423.8K
2,043
+41%
清仓
ED
CONSOLIDATED EDISON INC
-$420.0K
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$419.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$413.4K
3,139
+22%
清仓
IT
GARTNER INC
-$411.1K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$402.7K
126,512
+6%
减持
VUG
VANGUARD INDEX FDS
-$402.3K
884
-49%
增持
SPYI
NEOS ETF TRUST
+$397.4K
42,558
+21%
建仓
BNY
BANK NEW YORK MELLON CORP
+$391.9K
3,376
清仓
IWC
ISHARES TR
-$378.9K
0
-100%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$375.4K
124,426
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$374.3K
8,309
+21%
清仓
SPSM
SPDR SERIES TRUST
-$368.6K
0
-100%
增持
SFM
SPROUTS FMRS MKT INC
+$361.0K
13,934
+102%
增持
CVX
CHEVRON CORP NEW
+$359.3K
9,590
+35%
建仓
STN
STANTEC INC
+$354.6K
3,758
建仓
HOOD
ROBINHOOD MKTS INC
+$343.4K
3,036
增持
SHV
ISHARES TR
+$340.1K
32,565
+11%
增持
KMI
KINDER MORGAN INC DEL
+$339.7K
48,575
+38%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$337.9K
95,855
+8%
清仓
SGOL
ETFS GOLD TR
-$337.5K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$337.1K
121,285
+4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$332.8K
45,158
-21%
清仓
SCHD
SCHWAB STRATEGIC TR
-$325.7K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$323.2K
14,987
-5%
增持
SMH
VANECK ETF TRUST
+$319.2K
3,724
+19%
建仓
XLP
SELECT SECTOR SPDR TR
+$318.8K
4,104
减持
VTV
VANGUARD INDEX FDS
-$318.3K
2,241
-44%
建仓
XLU
SELECT SECTOR SPDR TR
+$317.1K
7,427
减持
UI
UBIQUITI INC
-$315.9K
771
-31%
增持
SLV
ISHARES SILVER TR
+$308.2K
10,298
+23%
减持
MRVL
MARVELL TECHNOLOGY INC
-$302.9K
9,274
-29%
增持
LMT
LOCKHEED MARTIN CORP
+$292.8K
3,637
+24%
清仓
COWZ
PACER FDS TR
-$291.7K
0
-100%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$285.4K
134,654
+4%
增持
IONQ
IONQ INC
+$284.2K
24,298
+85%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$281.6K
18,526
+34%
减持
MAIN
MAIN STR CAP CORP
-$277.5K
15,872
-18%
清仓
XYLD
GLOBAL X FDS
-$277.5K
0
-100%
增持
ITA
ISHARES TR
+$271.6K
3,600
+50%
增持
MSTR
STRATEGY INC
-$271.0K
1,601
+0%
清仓
IYR
ISHARES TR
-$270.8K
0
-100%
增持
MAGS
LISTED FDS TR
+$267.8K
11,453
+52%
建仓
MU
MICRON TECHNOLOGY INC
+$266.8K
934
增持
PFE
PFIZER INC
+$264.0K
54,763
+27%
清仓
XLB
SELECT SECTOR SPDR TR
-$263.1K
0
-100%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$242.8K
136,619
+2%
增持
CTRE
CARETRUST REIT INC
+$241.0K
25,564
+30%
减持
GLD
SPDR GOLD TR
-$237.8K
5,395
-19%
增持
WM
WASTE MGMT INC DEL
+$236.7K
5,540
+25%
增持
AMGN
AMGEN INC
+$222.9K
3,083
+11%
清仓
T
AT&T INC
-$221.9K
0
-100%
清仓
IEFA
ISHARES TR
-$220.0K
0
-100%
建仓
OCTM
FIRST TR EXCHNG TRADED FD VI
+$219.9K
6,733
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$219.5K
0
-100%
清仓
UNP
UNION PAC CORP
-$218.2K
0
-100%
