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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 105 项
建仓 12
增持 39
减持 46
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$8.2M
174,824
-45%
增持
FDVV
FIDELITY COVINGTON TRUST
+$7.7M
225,758
+255%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.1M
609,368
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。
+6%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.6M
65,705
+1567%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.5M
133,621
-22%
减持
VTI
VANGUARD INDEX FDS
-$2.8M
92,209
-13%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.6M
302,218
+1%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$2.6M
17,987
-85%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.6M
305,144
+24%
增持
FNDX
SCHWAB STRATEGIC TR
+$2.1M
99,324
+46%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.0M
164,879
+89%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.4M
44,068
+14788%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.4M
96,705
+44%
减持
VUG
VANGUARD INDEX FDS
+$1.3M
47,595
-1%
减持
USFR
WISDOMTREE TR
-$1.2M
157,033
-13%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.0M
143,076
-4%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$994.5K
173,996
+7%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$861.5K
36,159
-16%
减持
SCHX
SCHWAB STRATEGIC TR
-$846.8K
408,151
-6%
减持
IQLT
ISHARES TR
-$813.1K
132,580
-12%
减持
FNDB
SCHWAB STRATEGIC TR
-$715.3K
19,022
-36%
减持
IWY
ISHARES TR
-$651.8K
43,500
-15%
增持
BIV
VANGUARD BD INDEX FDS
+$644.2K
38,756
+29%
减持
VYM
VANGUARD WHITEHALL FDS
-$636.7K
69,719
-5%
减持
XLK
SELECT SECTOR SPDR TR
+$335.2K
26,879
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$326.0K
194,142
-5%
增持
VFVA
VANGUARD WELLINGTON FD
+$301.9K
3,463
+361%
增持
SCHO
SCHWAB STRATEGIC TR
+$298.1K
42,932
+17%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$260.4K
21,510
+83%
建仓
GRW
TCW ETF TRUST
+$260.3K
7,635
增持
SMMU
PIMCO ETF TR
+$252.0K
7,052
+253%
增持
JUST
GOLDMAN SACHS ETF TR
+$230.4K
25,954
+8%
增持
AIQ
GLOBAL X FDS
+$221.6K
21,107
+35%
减持
IGM
ISHARES TR
+$207.5K
35,718
-3%
减持
SCHR
SCHWAB STRATEGIC TR
-$204.5K
4,455
-48%
清仓
SCHY
SCHWAB STRATEGIC TR
-$177.9K
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$175.2K
9,641
+58%
减持
FNDF
SCHWAB STRATEGIC TR
-$152.4K
8,330
-33%
建仓
MEAR
ISHARES U S ETF TR
+$150.6K
3,003
减持
IJR
ISHARES TR
-$146.9K
19,110
-3%
减持
SUSB
ISHARES TR
-$139.1K
308,471
-2%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$124.9K
3,865
-54%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$100.5K
48,360
-2%
减持
RAFE
PIMCO EQUITY SER
-$92.2K
6,037
-30%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$79.3K
23,469
-7%
减持
XLF
SELECT SECTOR SPDR TR
-$79.2K
9,701
-15%
增持
NULV
NUSHARES ETF TR
+$75.6K
2,060
+3452%
增持
USXF
ISHARES TR
+$67.9K
3,319
+73%
减持
IVV
ISHARES TR
-$62.5K
15,123
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$58.9K
95,118
-0%
减持
SPYX
SPDR SER TR
-$58.3K
70,353
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$55.2K
29,450
-0%
增持
VXUS
VANGUARD STAR FDS
+$53.0K
63,836
+1%
减持
SUSA
ISHARES TR
-$39.1K
15,345
-5%
减持
JOET
VIRTUS ETF TR II
-$34.9K
3,238
-24%
减持
USMV
ISHARES TR
-$34.8K
47,681
-1%
建仓
—
INVESCO QQQ TR
+$31.6K
66
清仓
NUEM
NUSHARES ETF TR
-$30.5K
0
-100%
增持
EFG
ISHARES TR
+$29.8K
12,170
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$28.4K
5,227
-7%
增持
ICLN
ISHARES TR
-$27.5K
81,774
+2%
增持
IBB
ISHARES TR
+$27.4K
4,944
+4%
减持
SCHV
SCHWAB STRATEGIC TR
-$25.8K
10,382
-1%
增持
EMNT
PIMCO ETF TR
+$21.6K
34,836
+1%
清仓
LIT
GLOBAL X FDS
-$20.8K
0
-100%
清仓
GINN
GOLDMAN SACHS ETF TR
-$20.3K
0
-100%
建仓
—
INVESCO EXCH TRADED FD TR II
+$20.0K
362
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$19.3K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$19.2K
2,255
-1%
减持
ESGV
VANGUARD WORLD FD
+$17.5K
8,197
-1%
增持
ESGU
ISHARES TR
+$16.0K
2,875
+1%
增持
VO
VANGUARD INDEX FDS
-$15.4K
2,496
+1%
减持
VXF
VANGUARD INDEX FDS
-$15.2K
1,758
-1%
减持
DSI
ISHARES TR
-$13.7K
3,062
-7%
增持
LGLV
SPDR SER TR
-$13.5K
5,485
+0%
建仓
MOAT
VANECK ETF TRUST
+$12.6K
145
增持
ESGG
FLEXSHARES TR
+$12.0K
2,054
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$9.0K
19,534
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$9.0K
94,390
-0%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$8.6K
3,543
-2%
建仓
IUSV
ISHARES TR
+$8.1K
92
减持
VRIG
POWERSHARES ACTIVELY MANAGED
-$7.6K
130,477
-0%
增持
DWX
SPDR INDEX SHS FDS
+$7.4K
3,976
+8%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$7.2K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$6.7K
330
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$6.5K
158
+4%
减持
AOR
ISHARES TR
-$6.4K
555
-18%
增持
EUSB
ISHARES TR
+$6.4K
3,119
+6%
增持
ESGD
ISHARES TR
-$5.5K
4,889
+0%
减持
HYDB
ISHARES TR
-$5.1K
100
-52%
建仓
SMH
VANECK ETF TRUST
+$5.0K
19
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$3.9K
74
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$3.4K
76
建仓
IJT
ISHARES TR
+$3.1K
24
减持
SCHE
SCHWAB STRATEGIC TR
-$2.7K
7,517
-6%
清仓
IEMG
ISHARES INC
-$2.3K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$2.2K
11
增持
VOO
VANGUARD INDEX FDS
+$2.2K
37
+9%
增持
DMXF
ISHARES TR
-$1.4K
2,363
+0%
清仓
BUZZ
VANECK ETF TRUST
-$1.3K
0
-100%
减持
NULG
NUSHARES ETF TR
+$1.1K
533
-4%
增持
VTV
VANGUARD INDEX FDS
-$724
19,639
+2%
增持
IJK
ISHARES TR
+$645
637
+5%
建仓
AOA
ISHARES TR
+$300
4
增持
VSGX
VANGUARD WORLD FD
-$115
1,040
+0%
