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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 44
增持 41
减持 41
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$20.4M
370,039
+121%
减持
FLOT
ISHARES TR
-$17.5M
23,242
-94%
减持
QQQ
INVESCO QQQ TR
-$9.2M
5,859
-71%
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
PLTR
PALANTIR TECHNOLOGIES INC
-$8.2M
17,687
-71%
减持
JPM
JPMORGAN CHASE & CO
-$7.9M
6,420
-79%
减持
VOO
VANGUARD INDEX FDS
-$7.8M
4,849
-71%
减持
MSFT
MICROSOFT CORP
-$7.6M
9,764
-58%
减持
NVDA
NVIDIA CORPORATION
-$7.1M
51,645
-40%
建仓
DYNF
BLACKROCK ETF TRUST
+$6.7M
115,568
减持
FLRN
SPDR SERIES TRUST
-$6.4M
561,332
-27%
建仓
IVW
ISHARES TR
+$6.3M
55,960
增持
IEF
ISHARES TR
+$6.1M
65,767
+2956%
建仓
IUSB
ISHARES TR
+$6.1M
131,069
建仓
IAGG
ISHARES TR
+$5.9M
118,899
减持
MSTB
ETF SER SOLUTIONS
-$5.9M
181,745
-44%
减持
GOOG
ALPHABET INC
-$5.5M
2,249
-88%
建仓
SPYV
SPDR SERIES TRUST
+$5.4M
95,633
减持
WMT
WALMART INC
-$5.3M
12,567
-80%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.3M
123,709
+196%
减持
GRNY
TIDAL TRUST I
-$5.2M
109,870
-65%
减持
RTX
RTX CORPORATION
-$5.2M
3,375
-89%
建仓
AMAT
APPLIED MATLS INC
+$4.9M
14,235
减持
GILD
GILEAD SCIENCES INC
-$4.8M
8,166
-83%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.8M
11,388
-66%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$4.7M
3,788
-71%
增持
NFLX
NETFLIX INC.
+$4.7M
54,779
+737%
建仓
UBER
UBER TECHNOLOGIES INC
+$4.5M
62,027
增持
IVV
ISHARES TR
+$4.4M
7,809
+624%
增持
COST
COSTCO WHOLESALE CORPORATION
+$4.3M
6,089
+198%
减持
AVGO
BROADCOM INC
-$4.2M
1,960
-86%
建仓
ACWX
ISHARES TR
+$4.1M
60,303
建仓
CORO
BLACKROCK ETF TRUST
+$4.1M
127,790
增持
LLY
ELI LILLY & CO
+$3.9M
5,099
+574%
清仓
VST
VISTRA CORP
-$3.9M
0
-100%
减持
TFLO
ISHARES TR
-$3.6M
9,076
-89%
增持
CAT
CATERPILLAR INC
+$3.1M
6,911
+124%
增持
TLT
ISHARES TR
+$3.0M
47,003
+291%
建仓
COPX
GLOBAL X FDS
+$3.0M
39,497
增持
GLD
SPDR GOLD TR
+$3.0M
11,856
+120%
建仓
AVEM
AMERICAN CENTY ETF TR
+$2.9M
35,494
建仓
BAI
BLACKROCK ETF TRUST
+$2.8M
86,310
建仓
THRO
BLACKROCK ETF TRUST
+$2.8M
77,753
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.7M
24,440
建仓
SHLD
GLOBAL X FDS
+$2.6M
37,296
增持
CRM
SALESFORCE INC
+$2.6M
17,831
+549%
增持
EXEL
EXELIXIS INC
+$2.4M
88,303
+179%
建仓
EFV
ISHARES TR
+$2.4M
31,697
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.3M
49,480
+815%
建仓
BLCR
BLACKROCK ETF TRUST
+$2.2M
52,971
减持
AAPL
APPLE INC
-$2.1M
75,991
-4%
增持
QCOM
QUALCOMM INC
+$2.1M
21,063
+462%
建仓
EXPE
EXPEDIA GROUP INC
+$2.0M
8,795
增持
ADBE
ADOBE INC
+$2.0M
19,103
+155%
清仓
MPLX
MPLX LP
-$2.0M
0
-100%
减持
WDC
WESTERN DIGITAL CORP
-$1.9M
3,798
-78%
清仓
MTUM
ISHARES TR
-$1.8M
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$1.8M
0
-100%
减持
PULS
PGIM ETF TR
-$1.6M
412,856
-7%
增持
IAU
ISHARES GOLD TR
+$1.5M
25,659
+186%
建仓
NFG
NATIONAL FUEL GAS CO
+$1.4M
15,175
建仓
CAH
CARDINAL HEALTH INC
+$1.2M
5,873
清仓
PYPL
PAYPAL HLDGS INC
-$1.2M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$1.2M
0
-100%
增持
QQQI
NEOS ETF TRUST
+$1.1M
34,565
+215%
清仓
KHC
KRAFT HEINZ CO
-$1.1M
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.1M
0
-100%
建仓
COR
CENCORA INC
+$1.1M
3,415
清仓
POST
POST HLDGS INC
-$1.0M
0
-100%
建仓
MZTI
MARZETTI COMPANY
+$1.0M
7,442
清仓
TLH
ISHARES TR
-$1.0M
0
-100%
建仓
IBND
SPDR SERIES TRUST
+$1.0M
32,357
清仓
VPC
ETFIS SER TR I
-$998.1K
0
-100%
建仓
IVE
ISHARES TR
+$967.5K
4,582
增持
QUAL
ISHARES TR
+$905.8K
15,750
+48%
减持
TSLA
TESLA INC
-$878.8K
7,482
-8%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$867.2K
337,543
+15%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$861.0K
55,318
+117%
增持
SPYI
NEOS ETF TRUST
+$859.3K
62,687
+47%
清仓
BLV
VANGUARD BD INDEX FDS
-$851.0K
0
-100%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$839.8K
206,116
+22%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$691.4K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$678.7K
1,049,887
+3%
增持
MU
MICRON TECHNOLOGY INC
+$673.1K
2,782
+198%
清仓
SLV
ISHARES SILVER TR
-$663.4K
0
-100%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$645.0K
14,796
建仓
WDAY
WORKDAY INC
+$626.5K
4,822
减持
HACK
AMPLIFY ETF TR
-$616.7K
5,940
-55%
清仓
BDGS
EA SERIES TRUST
-$616.5K
0
-100%
增持
MRK
MERCK & CO INC
+$614.6K
9,228
+96%
增持
MO
ALTRIA GROUP INC
+$614.6K
38,924
+15%
建仓
SCHD
SCHWAB STRATEGIC TR
+$598.5K
19,507
增持
UI
UBIQUITI INC
+$569.9K
1,261
+64%
清仓
KLAC
KLA CORP
-$567.5K
0
-100%
建仓
WTPI
WISDOMTREE TR
+$560.8K
17,574
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$541.2K
1,975
-37%
减持
META
META PLATFORMS INC
-$510.5K
1,630
-25%
减持
XLK
SELECT SECTOR SPDR TR
-$458.3K
5,357
-34%
增持
—
EXXON MOBIL CORP
+$456.9K
8,443
+4%
增持
AGG
ISHARES TR
+$441.6K
9,001
+99%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$412.5K
0
-100%
增持
GPIX
GOLDMAN SACHS ETF TR
+$409.7K
20,057
+78%
减持
IONQ
IONQ INC
-$392.2K
24,211
-0%
减持
CIEN
CIENA CORP
+$386.4K
2,923
-9%
清仓
WCLD
WISDOMTREE TR
-$380.4K
0
-100%
减持
MAGS
LISTED FDS TR
-$374.5K
6,575
-43%
减持
KMI
KINDER MORGAN INC DEL
-$367.6K
28,862
-41%
建仓
DGRO
ISHARES TR
+$366.7K
5,225
增持
CSCO
CISCO SYS INC
+$357.2K
21,118
+27%
清仓
HOOD
ROBINHOOD MKTS INC
-$343.4K
0
-100%
减持
CLOI
VANECK ETF TRUST
-$332.8K
13,240
-32%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$332.3K
6,016
增持
MINT
PIMCO ETF TR
+$330.7K
44,618
+8%
减持
ITA
ISHARES TR
-$322.9K
2,057
-43%
建仓
PNC
PNC FINL SVCS GROUP INC
+$320.0K
1,538
增持
SFM
SPROUTS FMRS MKT INC
+$315.9K
18,489
+33%
减持
IWM
ISHARES TR
-$315.1K
2,115
-38%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$309.7K
6,257
减持
CTRE
CARETRUST REIT INC
-$305.1K
16,898
-34%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$299.3K
144,309
+7%
减持
XLV
SELECT SECTOR SPDR TR
-$298.9K
4,872
-26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$294.8K
8,211
+6%
减持
PFE
PFIZER INC
-$291.8K
38,171
-30%
建仓
DGRW
WISDOMTREE TR
+$287.5K
3,272
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$286.6K
132,733
+7%
减持
WM
WASTE MGMT INC DEL
-$284.8K
4,058
-27%
减持
UDEC
INNOVATOR ETFS TRUST
-$279.6K
75,699
-7%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$278.7K
144,180
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$274.9K
2,456
-32%
增持
UNH
UNITEDHEALTH GROUP INC
-$273.1K
9,128
+10%
减持
LRCX
LAM RESEARCH CORP
+$266.7K
14,104
-12%
增持
ANET
ARISTA NETWORKS INC
+$265.1K
18,153
+21%
建仓
—
VALARIS LTD
+$264.7K
2,700
建仓
XLB
SELECT SECTOR SPDR TR
+$262.9K
5,261
建仓
IYR
ISHARES TR
+$256.2K
2,708
建仓
SNDK
SANDISK CORP
+$254.1K
400
减持
MRVL
MARVELL TECHNOLOGY INC
-$249.8K
5,434
-41%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$241.8K
0
-100%
建仓
DIVO
AMPLIFY ETF TR
+$230.1K
5,130
增持
ABBV
ABBVIE INC
-$230.1K
26,258
+1%
清仓
QLD
PROSHARES TR
-$228.3K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$224.7K
2,540
建仓
HD
HOME DEPOT INC
+$222.9K
677
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$222.1K
139,720
+6%
清仓
GS
GOLDMAN SACHS GROUP INC
-$219.8K
0
-100%
建仓
QTUM
ETF SER SOLUTIONS
+$217.4K
2,026
清仓
IYW
ISHARES TR
-$212.9K
0
-100%
建仓
DTCR
GLOBAL X FDS
+$211.6K
8,833
清仓
OEF
ISHARES TR
-$208.9K
0
-100%
建仓
IBTH
ISHARES TR
+$206.4K
9,203
建仓
TSLL
DIREXION SHARES ETF TRUST
+$204.7K
16,850
