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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 102
增持 25
减持 23
方向
标的
Δ市值
现股数(环比)
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$6.3M
116,761
+199%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.5M
263,173
-17%
建仓
MSFT
MICROSOFT CORP
+$3.9M
12,216
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。
建仓
AAPL
APPLE INC
+$3.0M
17,489
减持
VYM
VANGUARD WHITEHALL FDS
-$2.3M
89,764
-18%
减持
USFR
WISDOMTREE TR
-$2.3M
297,878
-13%
增持
IVV
ISHARES TR
+$1.8M
13,631
+50%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.2M
54,547
+100%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
106,544
+9%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.0M
44,354
+33%
增持
FNDX
SCHWAB STRATEGIC TR
+$959.2K
35,948
+97%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$919.3K
3,821
建仓
CVX
CHEVRON CORP NEW
+$752.7K
4,464
减持
SCHB
SCHWAB STRATEGIC TR
-$745.4K
216,699
-3%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$705.8K
355,053
+2%
减持
SCHM
SCHWAB STRATEGIC TR
-$652.9K
164,499
-1%
建仓
COST
COSTCO WHSL CORP NEW
+$651.4K
1,153
建仓
—
ACCENTURE PLC IRELAND
+$644.6K
2,099
建仓
—
EXXON MOBIL CORP
+$639.0K
5,435
建仓
GOOG
ALPHABET INC
+$611.8K
4,640
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$581.8K
1,661
减持
XLK
SELECT SECTOR SPDR TR
-$579.7K
35,128
-4%
增持
ICLN
ISHARES TR
-$574.8K
152,482
+0%
建仓
MRK
MERCK & CO INC
+$566.2K
5,499
建仓
PEP
PEPSICO INC
+$565.6K
3,338
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$545.5K
481,621
+3%
增持
SCHX
SCHWAB STRATEGIC TR
-$536.1K
457,339
+1%
建仓
JNJ
JOHNSON & JOHNSON
+$534.9K
3,435
建仓
MCD
MCDONALDS CORP
+$491.6K
1,866
建仓
JPM
JPMORGAN CHASE & CO
+$479.7K
3,308
建仓
BDX
BECTON DICKINSON & CO
+$440.3K
1,703
建仓
V
VISA INC
+$431.3K
1,875
增持
VUG
VANGUARD INDEX FDS
-$418.0K
47,587
+1%
建仓
UNH
UNITEDHEALTH GROUP INC
+$408.9K
811
建仓
WEC
WEC ENERGY GROUP INC
+$405.0K
5,028
减持
SCHO
SCHWAB STRATEGIC TR
-$376.8K
88,284
-8%
建仓
USB
US BANCORP DEL
+$373.8K
11,307
增持
SCHG
SCHWAB STRATEGIC TR
-$351.9K
298,661
+1%
建仓
ITW
ILLINOIS TOOL WKS INC
+$351.5K
1,526
建仓
SYK
STRYKER CORPORATION
+$345.1K
1,263
建仓
NMIH
NMI HLDGS INC
+$339.8K
12,544
增持
VEA
VANGUARD TAX-MANAGED FDS
+$339.4K
19,420
+76%
减持
SUSB
ISHARES TR
-$324.5K
371,670
-3%
建仓
GOOGL
ALPHABET INC
+$321.9K
2,460
建仓
TJX
TJX COS INC NEW
+$319.2K
3,591
建仓
DIS
DISNEY WALT CO
+$305.3K
3,767
增持
EMNT
PIMCO ETF TR
+$303.8K
35,213
+9%
增持
IWY
ISHARES TR
+$289.1K
61,369
+6%
建仓
AMZN
AMAZON COM INC
+$287.3K
2,260
建仓
ROK
ROCKWELL AUTOMATION INC
+$284.7K
996
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$281.0K
51,148
-2%
建仓
PG
PROCTER AND GAMBLE CO
+$267.5K
1,834
增持
VXUS
VANGUARD STAR FDS
-$267.1K
115,982
+0%
减持
IJR
ISHARES TR
-$263.3K
22,026
-6%
建仓
—
KELLANOVA
+$251.3K
4,222
建仓
WFC
WELLS FARGO CO NEW
+$246.8K
6,040
建仓
INTU
INTUIT
+$237.6K
465
减持
SPYX
SPDR SER TR
-$232.7K
72,664
-5%
建仓
MGEE
MGE ENERGY INC
+$225.1K
3,285
建仓
GWW
GRAINGER W W INC
+$224.8K
325
建仓
T
AT&T INC
+$224.3K
14,931
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$224.0K
3,565
-63%
增持
AIQ
GLOBAL X FDS
+$223.8K
8,929
+1419%
建仓
NKE
NIKE INC
+$218.5K
2,285
减持
USMV
ISHARES TR
-$213.8K
59,020
-2%
建仓
WAT
WATERS CORP
+$212.5K
775
建仓
AMGN
AMGEN INC
+$209.6K
780
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$203.8K
30,331
+11%
建仓
LOW
LOWES COS INC
+$198.9K
957
减持
SUSA
ISHARES TR
-$197.4K
18,226
-7%
建仓
AMT
AMERICAN TOWER CORP NEW
+$195.5K
1,189
建仓
ADBE
ADOBE INC
+$193.3K
379
增持
FNDB
SCHWAB STRATEGIC TR
+$190.0K
33,484
+15%
建仓
CSCO
CISCO SYS INC
+$187.4K
3,485
增持
IQLT
ISHARES TR
+$184.2K
164,035
+10%
建仓
—
MEDTRONIC PLC
+$183.1K
2,337
建仓
DCI
DONALDSON INC
+$173.6K
2,910
建仓
MRSH
MARSH & MCLENNAN COS INC
+$169.2K
889
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$169.1K
334
建仓
ATR
APTARGROUP INC
+$167.1K
1,336
减持
JUST
GOLDMAN SACHS ETF TR
-$163.1K
21,615
-8%
建仓
UPS
UNITED PARCEL SERVICE INC
+$161.2K
1,034
建仓
SHW
SHERWIN WILLIAMS CO
+$160.2K
628
减持
VXF
VANGUARD INDEX FDS
-$157.8K
3,027
-24%
建仓
CMCSA
COMCAST CORP NEW
+$156.2K
3,522
减持
SCHY
SCHWAB STRATEGIC TR
-$153.4K
7,333
-45%
建仓
OTTR
OTTER TAIL CORP
+$152.1K
2,003
建仓
DHR
DANAHER CORPORATION
+$150.8K
608
建仓
LNT
ALLIANT ENERGY CORP
+$148.6K
3,066
建仓
—
ARCH CAP GROUP LTD
+$148.2K
1,859
建仓
—
LAM RESEARCH CORP
+$138.5K
221
建仓
ABBV
ABBVIE INC
+$138.2K
927
建仓
TSLA
TESLA INC
+$132.1K
528
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$131.9K
2,000
增持
VTV
VANGUARD INDEX FDS
+$131.8K
17,436
+9%
减持
JOET
VIRTUS ETF TR II
-$127.6K
75,327
-3%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$125.3K
285
建仓
CL
COLGATE PALMOLIVE CO
+$125.0K
1,758
建仓
HD
HOME DEPOT INC
+$119.7K
396
建仓
UNP
UNION PAC CORP
+$116.1K
570
建仓
GIS
GENERAL MLS INC
+$114.9K
1,795
建仓
VZ
VERIZON COMMUNICATIONS INC
+$113.8K
3,511
建仓
ABT
ABBOTT LABS
+$111.7K
1,153
建仓
IBB
ISHARES TR
+$110.3K
902
建仓
BMO
BANK MONTREAL QUE
+$107.7K
1,277
建仓
PCAR
PACCAR INC
+$107.7K
1,267
建仓
META
META PLATFORMS INC
+$107.5K
358
增持
SCHF
SCHWAB STRATEGIC TR
-$106.0K
102,039
+2%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$101.7K
568
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$100.0K
100,216
-1%
建仓
CINF
CINCINNATI FINL CORP
+$99.7K
975
建仓
ISRG
INTUITIVE SURGICAL INC
+$99.7K
341
减持
NULV
NUSHARES ETF TR
-$99.4K
550
-84%
建仓
FISV
FISERV INC
+$98.5K
872
建仓
—
ALCON AG
+$94.9K
1,232
建仓
A
AGILENT TECHNOLOGIES INC
+$94.7K
847
减持
SCHV
SCHWAB STRATEGIC TR
-$93.1K
11,982
-7%
建仓
ADI
ANALOG DEVICES INC
+$93.0K
531
建仓
HON
HONEYWELL INTL INC
+$92.4K
500
建仓
FAST
FASTENAL CO
+$90.2K
1,651
建仓
AXP
AMERICAN EXPRESS CO
+$89.5K
600
建仓
TROW
PRICE T ROWE GROUP INC
+$86.5K
825
建仓
PH
PARKER-HANNIFIN CORP
+$84.5K
217
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$81.3K
159,153
+6%
建仓
—
COOPER COS INC
+$81.1K
255
建仓
CPRT
COPART INC
+$81.0K
1,880
建仓
EW
EDWARDS LIFESCIENCES CORP
+$79.2K
1,143
建仓
CBT
CABOT CORP
+$79.0K
1,141
增持
EFG
ISHARES TR
-$74.0K
11,708
+3%
建仓
NEM
NEWMONT CORP
+$73.9K
2,000
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$73.5K
227,730
-1%
建仓
CSX
CSX CORP
+$73.4K
2,388
建仓
—
LINDE PLC
+$73.0K
196
建仓
DLTR
DOLLAR TREE INC
+$71.0K
667
建仓
ROST
ROSS STORES INC
+$70.6K
625
建仓
CMS
CMS ENERGY CORP
+$67.9K
1,278
建仓
—
ASTRAZENECA PLC
+$67.7K
1,000
建仓
NVS
NOVARTIS AG
+$65.4K
642
建仓
PPG
PPG INDS INC
+$64.9K
500
建仓
MA
MASTERCARD INCORPORATED
+$64.1K
162
建仓
ORCL
ORACLE CORP
+$63.6K
600
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$63.2K
57
增持
FNDF
SCHWAB STRATEGIC TR
+$62.9K
17,247
+15%
建仓
PGR
PROGRESSIVE CORP
+$62.7K
450
减持
HYXF
ISHARES TR
-$61.9K
3,645
-27%
建仓
MCK
MCKESSON CORP
+$60.9K
140
建仓
RGEN
REPLIGEN CORP
+$60.7K
382
建仓
MMM
3M CO
+$60.4K
646
建仓
CVS
CVS HEALTH CORP
+$59.6K
854
建仓
KNSL
KINSALE CAP GROUP INC
+$57.6K
139
