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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 7
增持 21
减持 24
清仓 98
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$7.9M
220,562
+304%
减持
USFR
WISDOMTREE TR
-$4.6M
207,612
-30%
清仓
MSFT
MICROSOFT CORP
-$3.9M
0
-100%
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。
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.5M
510,919
+6%
增持
VTI
VANGUARD INDEX FDS
+$3.2M
108,926
+2%
清仓
AAPL
APPLE INC
-$3.0M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.5M
455,308
-0%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
134,559
+15%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.4M
291,210
-2%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.4M
37,526
-57%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$2.4M
132,740
-42%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.3M
361,522
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$2.3M
30,040
+9590%
减持
JOET
VIRTUS ETF TR II
-$2.0M
4,245
-94%
增持
VUG
VANGUARD INDEX FDS
+$2.0M
47,991
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.9M
219,742
-17%
增持
IVV
ISHARES TR
+$1.7M
15,829
+16%
减持
VXUS
VANGUARD STAR FDS
-$1.5M
80,508
-31%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$1.1M
25,917
减持
ICLN
ISHARES TR
-$998.2K
79,067
-48%
减持
SUSB
ISHARES TR
-$985.8K
320,620
-14%
建仓
HYDB
ISHARES TR
+$965.2K
20,892
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$919.3K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$918.6K
210,545
-3%
清仓
CVX
CHEVRON CORP NEW
-$752.7K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$736.2K
48,787
+10%
清仓
COST
COSTCO WHSL CORP NEW
-$651.4K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$644.6K
0
-100%
清仓
—
EXXON MOBIL CORP
-$639.0K
0
-100%
清仓
GOOG
ALPHABET INC
-$611.8K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
+$602.1K
155,807
-5%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$581.8K
0
-100%
清仓
MRK
MERCK & CO INC
-$566.2K
0
-100%
清仓
PEP
PEPSICO INC
-$565.6K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$534.9K
0
-100%
减持
IWY
ISHARES TR
+$534.7K
56,929
-7%
增持
IBB
ISHARES TR
+$517.5K
4,621
+412%
清仓
MCD
MCDONALDS CORP
-$491.6K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$487.6K
19,348
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$481.9K
30,288
-0%
清仓
JPM
JPMORGAN CHASE & CO
-$479.7K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$440.3K
0
-100%
清仓
V
VISA INC
-$431.3K
0
-100%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$424.4K
30,147
+40%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$409.3K
163,627
+3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$408.9K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$405.0K
0
-100%
减持
IGM
ISHARES TR
+$398.9K
6,174
-0%
减持
USMV
ISHARES TR
-$392.4K
49,718
-16%
增持
SPYX
SPDR SER TR
+$381.9K
74,866
+3%
清仓
USB
US BANCORP DEL
-$373.8K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$351.5K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$345.1K
0
-100%
清仓
NMIH
NMI HLDGS INC
-$339.8K
0
-100%
清仓
GOOGL
ALPHABET INC
-$321.9K
0
-100%
清仓
TJX
TJX COS INC NEW
-$319.2K
0
-100%
清仓
DIS
DISNEY WALT CO
-$305.3K
0
-100%
清仓
AMZN
AMAZON COM INC
-$287.3K
0
-100%
清仓
LRGE
LEGG MASON ETF INVT
-$286.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$284.7K
0
-100%
减持
IQLT
ISHARES TR
+$282.0K
154,292
-6%
增持
FNDX
SCHWAB STRATEGIC TR
+$280.8K
37,016
+3%
增持
JUST
GOLDMAN SACHS ETF TR
+$268.0K
23,301
+8%
清仓
PG
PROCTER AND GAMBLE CO
-$267.5K
0
-100%
减持
IJR
ISHARES TR
+$253.8K
21,538
-2%
清仓
—
KELLANOVA
-$251.3K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$246.8K
0
-100%
清仓
INTU
INTUIT
-$237.6K
0
-100%
清仓
MGEE
MGE ENERGY INC
-$225.1K
0
-100%
清仓
GWW
GRAINGER W W INC
-$224.8K
0
-100%
清仓
T
AT&T INC
-$224.3K
0
-100%
清仓
NKE
NIKE INC
-$218.5K
0
-100%
清仓
WAT
WATERS CORP
-$212.5K
0
-100%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$209.9K
4,119
清仓
AMGN
AMGEN INC
-$209.6K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$209.6K
94,632
-6%
增持
FNDB
SCHWAB STRATEGIC TR
+$203.8K
33,528
+0%
清仓
LOW
LOWES COS INC
-$198.9K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$198.1K
6,041
+70%
清仓
AMT
AMERICAN TOWER CORP NEW
-$195.5K
0
-100%
清仓
ADBE
ADOBE INC
-$193.3K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$191.6K
29,570
+2%
清仓
CSCO
CISCO SYS INC
-$187.4K
0
-100%
清仓
—
MEDTRONIC PLC
-$183.1K
0
-100%
清仓
DCI
DONALDSON INC
-$173.6K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$169.2K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$169.1K
0
-100%
清仓
ATR
APTARGROUP INC
-$167.1K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$161.2K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$160.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$159.0K
98,058
-4%
清仓
CMCSA
COMCAST CORP NEW
-$156.2K
0
-100%
清仓
OTTR
OTTER TAIL CORP
-$152.1K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$150.8K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$148.6K
0
-100%
清仓
—
ARCH CAP GROUP LTD
-$148.2K
0
-100%
建仓
QUAL
ISHARES TR
+$147.1K
1,000
清仓
—
LAM RESEARCH CORP
-$138.5K
0
-100%
清仓
ABBV
ABBVIE INC
-$138.2K
0
-100%
清仓
TSLA
TESLA INC
-$132.1K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$131.9K
0
-100%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$128.4K
4,741
建仓
EUSB
ISHARES TR
+$127.6K
2,949
减持
VXF
VANGUARD INDEX FDS
-$125.7K
1,874
-38%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$125.3K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$125.0K
0
-100%
清仓
HD
HOME DEPOT INC
-$119.7K
0
-100%
清仓
UNP
UNION PAC CORP
-$116.1K
0
-100%
清仓
GIS
GENERAL MLS INC
-$114.9K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$113.8K
0
-100%
清仓
ABT
ABBOTT LABS
-$111.7K
0
-100%
清仓
BMO
BANK MONTREAL QUE
-$107.7K
0
-100%
清仓
PCAR
PACCAR INC
-$107.7K
0
-100%
清仓
META
META PLATFORMS INC
-$107.5K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$101.7K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$100.6K
49,595
-3%
清仓
CINF
CINCINNATI FINL CORP
-$99.7K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$99.7K
0
-100%
清仓
FISV
FISERV INC
-$98.5K
0
-100%
清仓
—
ALCON AG
-$94.9K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$94.7K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$93.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$92.4K
0
-100%
清仓
FAST
FASTENAL CO
-$90.2K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$89.5K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$86.5K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$84.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$81.2K
19,421
+0%
清仓
—
COOPER COS INC
-$81.1K
0
-100%
清仓
CPRT
COPART INC
-$81.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$79.2K
0
-100%
清仓
CBT
CABOT CORP
-$79.0K
0
-100%
减持
LGLV
SPDR SER TR
-$78.8K
6,430
-15%
增持
ESGD
ISHARES TR
+$77.4K
6,688
+8%
清仓
NEM
NEWMONT CORP
-$73.9K
0
-100%
清仓
CSX
CSX CORP
-$73.4K
0
-100%
清仓
—
LINDE PLC
-$73.0K
0
-100%
清仓
DLTR
DOLLAR TREE INC
-$71.0K
0
-100%
清仓
ROST
ROSS STORES INC
-$70.6K
0
-100%
建仓
SUSC
ISHARES TR
+$69.8K
3,000
清仓
CMS
CMS ENERGY CORP
-$67.9K
0
-100%
清仓
—
ASTRAZENECA PLC
-$67.7K
0
-100%
清仓
NVS
NOVARTIS AG
-$65.4K
0
-100%
清仓
PPG
PPG INDS INC
-$64.9K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$64.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$63.6K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$63.2K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$62.7K
0
-100%
减持
EMNT
PIMCO ETF TR
-$62.5K
34,645
-2%
清仓
MCK
MCKESSON CORP
-$60.9K
0
-100%
