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Milestone Investment Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Milestone Investment Advisors LLC
报告期 2026-03-31 · CIK 0001967018
持仓数
139
前50大市值合计
$393.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 107
增持 31
减持 10
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
XLF
SELECT SECTOR SPDR TR
-$6.7M
12,102
-94%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$6.1M
237,409
-51%
减持
USFR
WISDOMTREE TR
-$6.0M
352,661
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。
-25%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$4.7M
213,766
+76%
建仓
MSFT
MICROSOFT CORP
+$3.5M
12,171
增持
SCHG
SCHWAB STRATEGIC TR
+$3.3M
285,140
+3%
建仓
AAPL
APPLE INC
+$2.9M
17,443
增持
IQLT
ISHARES TR
+$2.7M
109,307
+204%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
96,366
+7%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
37,039
+14%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
454,842
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.4M
304,677
+3%
增持
IWY
ISHARES TR
+$1.3M
55,995
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$923.3K
36,315
-1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$837.3K
3,761
建仓
CVX
CHEVRON CORP NEW
+$733.4K
4,495
增持
SCHB
SCHWAB STRATEGIC TR
+$695.7K
224,030
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$650.5K
84,334
+17%
建仓
PEP
PEPSICO INC
+$635.5K
3,486
建仓
—
EXXON MOBIL CORP
+$595.6K
5,431
建仓
COST
COSTCO WHSL CORP NEW
+$572.9K
1,153
建仓
MRK
MERCK & CO INC
+$565.4K
5,314
建仓
JNJ
JOHNSON & JOHNSON
+$539.4K
3,480
建仓
MCD
MCDONALDS CORP
+$521.8K
1,866
建仓
WEC
WEC ENERGY GROUP INC
+$513.6K
5,418
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$512.9K
1,661
建仓
SCHR
SCHWAB STRATEGIC TR
+$490.0K
9,717
建仓
GOOG
ALPHABET INC
+$482.6K
4,640
增持
ICLN
ISHARES TR
+$480.9K
150,796
+20%
增持
VXUS
VANGUARD STAR FDS
+$455.8K
102,464
+2%
增持
IVV
ISHARES TR
+$454.8K
9,118
+6%
建仓
—
ACCENTURE PLC IRELAND
+$449.3K
1,572
建仓
JPM
JPMORGAN CHASE & CO
+$431.1K
3,308
建仓
V
VISA INC
+$422.7K
1,875
建仓
BDX
BECTON DICKINSON & CO
+$421.6K
1,703
建仓
USB
US BANCORP DEL
+$407.6K
11,307
减持
VXF
VANGUARD INDEX FDS
-$402.3K
9,123
-28%
建仓
SYK
STRYKER CORPORATION
+$401.9K
1,408
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$397.7K
40,883
+9%
增持
SCHF
SCHWAB STRATEGIC TR
+$395.7K
99,639
+4%
建仓
UNH
UNITEDHEALTH GROUP INC
+$383.3K
811
建仓
DIS
DISNEY WALT CO
+$377.2K
3,767
建仓
ITW
ILLINOIS TOOL WKS INC
+$371.5K
1,526
建仓
TSLA
TESLA INC
+$324.3K
1,563
增持
IGM
ISHARES TR
+$309.0K
4,731
+2%
建仓
T
AT&T INC
+$301.7K
15,671
建仓
ROK
ROCKWELL AUTOMATION INC
+$292.3K
996
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$282.9K
101,275
+2%
建仓
—
KELLOGG CO
+$282.7K
4,222
建仓
TJX
TJX COS INC NEW
+$281.4K
3,591
建仓
NKE
NIKE INC
+$280.2K
2,285
建仓
NMIH
NMI HLDGS INC
+$280.1K
12,544
建仓
PG
PROCTER AND GAMBLE CO
+$263.5K
1,772
建仓
MGEE
MGE ENERGY INC
+$254.7K
3,279
建仓
GOOGL
ALPHABET INC
+$253.1K
2,440
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$243.5K
28,920
-35%
建仓
AMT
AMERICAN TOWER CORP NEW
+$243.0K
1,189
建仓
WAT
WATERS CORP
+$240.0K
775
建仓
AMZN
AMAZON COM INC
+$233.4K
2,260
建仓
WFC
WELLS FARGO CO NEW
+$232.6K
6,223
建仓
GWW
GRAINGER W W INC
+$223.9K
325
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$215.9K
31,947
+2%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$215.7K
0
-100%
建仓
INTU
INTUIT
+$207.3K
465
建仓
VZ
VERIZON COMMUNICATIONS INC
+$203.5K
5,233
建仓
UPS
UNITED PARCEL SERVICE INC
+$200.6K
1,034
增持
EFG
ISHARES TR
+$197.9K
11,392
+10%
建仓
CSCO
CISCO SYS INC
+$193.7K
3,706
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$192.5K
334
建仓
LOW
LOWES COS INC
+$191.4K
957
建仓
DCI
DONALDSON INC
+$190.1K
2,910
建仓
AMGN
AMGEN INC
+$188.6K
780
建仓
—
MEDTRONIC PLC
+$188.4K
2,337
增持
VYM
VANGUARD WHITEHALL FDS
-$188.0K
114,689
+1%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$183.1K
475
建仓
MRSH
MARSH & MCLENNAN COS INC
+$171.7K
1,031
建仓
LNT
ALLIANT ENERGY CORP
+$163.1K
3,055
减持
VEA
VANGUARD TAX-MANAGED FDS
-$158.2K
10,996
-30%
建仓
ATR
APTARGROUP INC
+$157.9K
1,336
建仓
GIS
GENERAL MLS INC
+$153.4K
1,795
建仓
DHR
DANAHER CORPORATION
+$153.2K
608
建仓
—
ARCH CAP GROUP LTD
+$152.3K
2,244
减持
SCHM
SCHWAB STRATEGIC TR
+$150.2K
191,558
-2%
建仓
ABBV
ABBVIE INC
+$147.7K
927
清仓
VFH
VANGUARD WORLD FDS
-$146.2K
0
-100%
增持
JOET
VIRTUS ETF TR II
+$145.3K
78,908
+4%
建仓
OTTR
OTTER TAIL CORP
+$144.8K
2,003
建仓
SHW
SHERWIN WILLIAMS CO
+$141.2K
628
建仓
—
PACWEST BANCORP DEL
+$141.1K
14,500
增持
SCHD
SCHWAB STRATEGIC TR
-$135.7K
446,735
+3%
增持
LGLV
SPDR SER TR
+$135.4K
10,957
+9%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$132.2K
2,000
建仓
CL
COLGATE PALMOLIVE CO
+$132.1K
1,758
增持
SPYX
SPDR SER TR
+$124.5K
74,876
+196%
建仓
UNP
UNION PAC CORP
+$122.8K
610
建仓
COP
CONOCOPHILLIPS
+$117.9K
1,188
建仓
—
LAM RESEARCH CORP
+$117.2K
221
建仓
HD
HOME DEPOT INC
+$116.9K
396
建仓
ABT
ABBOTT LABS
+$116.8K
1,153
建仓
CINF
CINCINNATI FINL CORP
+$109.3K
975
建仓
BMO
BANK MONTREAL QUE
+$107.2K
1,203
增持
JUST
GOLDMAN SACHS ETF TR
+$106.2K
15,391
+7%
建仓
CMCSA
COMCAST CORP NEW
+$105.8K
2,792
建仓
ADI
ANALOG DEVICES INC
+$104.7K
531
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$101.9K
285
建仓
AXP
AMERICAN EXPRESS CO
+$99.0K
600
建仓
FISV
FISERV INC
+$98.6K
872
减持
NULV
NUSHARES ETF TR
-$98.3K
3,403
-46%
建仓
NEM
NEWMONT CORP
+$98.0K
2,000
增持
IJR
ISHARES TR
+$97.8K
26,398
+2%
增持
VO
VANGUARD INDEX FDS
+$97.7K
2,505
+19%
建仓
DLTR
DOLLAR TREE INC
+$95.7K
667
建仓
HON
HONEYWELL INTL INC
+$95.6K
500
建仓
EW
EDWARDS LIFESCIENCES CORP
+$94.6K
1,143
建仓
TROW
PRICE T ROWE GROUP INC
+$93.1K
825
建仓
PCAR
PACCAR INC
+$92.7K
1,267
建仓
DG
DOLLAR GEN CORP NEW
+$92.4K
439
建仓
FAST
FASTENAL CO
+$89.1K
1,651
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$87.9K
1,268
建仓
CBT
CABOT CORP
+$87.4K
1,141
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$87.2K
57
建仓
ISRG
INTUITIVE SURGICAL INC
+$87.1K
341
建仓
—
ALCON AG
+$86.9K
1,232
建仓
—
COOPER COS INC
+$85.9K
230
减持
SUSB
ISHARES TR
+$85.5K
403,796
-0%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$83.3K
568
增持
HYXF
ISHARES TR
+$82.3K
4,820
+58%
建仓
CMS
CMS ENERGY CORP
+$78.4K
1,278
建仓
META
META PLATFORMS INC
+$75.9K
358
建仓
J
JACOBS SOLUTIONS INC
+$75.3K
641
增持
SCHA
SCHWAB STRATEGIC TR
+$73.8K
29,100
+3%
建仓
PH
PARKER-HANNIFIN CORP
+$72.9K
217
建仓
BP
BP PLC
+$72.5K
1,911
建仓
CSX
CSX CORP
+$71.5K
2,388
建仓
CPRT
COPART INC
+$70.7K
940
建仓
—
LINDE PLC
+$70.0K
197
建仓
—
ASTRAZENECA PLC
+$69.4K
1,000
建仓
NTRS
NORTHERN TR CORP
+$68.7K
780
建仓
MMM
3M CO
+$67.5K
642
建仓
PPG
PPG INDS INC
+$66.8K
500
建仓
ROST
ROSS STORES INC
+$66.3K
625
增持
ESGG
FLEXSHARES TR
+$66.1K
1,675
+31%
建仓
GPC
GENUINE PARTS CO
+$64.6K
386
建仓
PGR
PROGRESSIVE CORP
+$64.4K
450
建仓
RGEN
REPLIGEN CORP
+$64.3K
382
增持
BSV
VANGUARD BD INDEX FDS
+$64.0K
3,732
+27%
建仓
—
SEALED AIR CORP NEW
+$63.7K
1,388
建仓
—
TE CONNECTIVITY LTD
+$62.8K
479
建仓
FOCL
EDAP TMS S A
+$61.9K
5,588
建仓
A
AGILENT TECHNOLOGIES INC
+$60.9K
440
