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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 92 项
建仓 4
增持 36
减持 43
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$20.4M
15,098
-84%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$5.0M
78,163
-55%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.8M
392,319
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。
+29%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$3.5M
523,245
-14%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.3M
83,491
-38%
减持
VXUS
VANGUARD STAR FDS
-$3.2M
10,192
-84%
减持
IWY
ISHARES TR
-$3.0M
28,961
-33%
增持
IVV
ISHARES TR
+$2.4M
18,584
+23%
增持
FDVV
FIDELITY COVINGTON TRUST
+$2.4M
255,002
+13%
增持
BIV
VANGUARD BD INDEX FDS
+$1.4M
54,893
+42%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$881.2K
64,089
+45%
增持
FNDX
SCHWAB STRATEGIC TR
+$868.6K
104,812
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$741.9K
70,286
+1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$726.0K
74,807
+14%
减持
XLK
SELECT SECTOR SPDR TR
-$515.3K
24,653
-8%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$460.5K
9,852
减持
SCHX
SCHWAB STRATEGIC TR
-$449.1K
379,876
-7%
减持
SCHG
SCHWAB STRATEGIC TR
+$414.6K
296,509
-2%
减持
SCHB
SCHWAB STRATEGIC TR
+$408.7K
189,633
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$389.9K
29,669
-1%
增持
VTV
VANGUARD INDEX FDS
+$382.3K
20,236
+3%
增持
USMV
ISHARES TR
+$365.2K
47,842
+0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$316.8K
48,205
-0%
减持
IQLT
ISHARES TR
+$314.4K
132,360
-0%
增持
IBB
ISHARES TR
+$301.3K
6,730
+36%
减持
VUG
VANGUARD INDEX FDS
+$288.6K
47,117
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$258.1K
165,982
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$239.9K
136,906
-4%
减持
USFR
WISDOMTREE TR
-$238.5K
152,564
-3%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$234.2K
162,300
-7%
增持
SMMU
PIMCO ETF TR
+$207.7K
11,077
+57%
增持
VBR
VANGUARD INDEX FDS
+$203.4K
2,241
+66%
增持
MEAR
ISHARES U S ETF TR
+$201.2K
6,992
+133%
增持
SPYX
SPDR SER TR
+$193.1K
70,495
+0%
增持
USXF
ISHARES TR
+$178.5K
6,786
+104%
减持
SCHF
SCHWAB STRATEGIC TR
+$175.2K
93,132
-2%
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$170.0K
123,988
-5%
减持
SUSB
ISHARES TR
+$168.5K
306,955
-0%
减持
IJR
ISHARES TR
+$164.7K
18,835
-1%
减持
IGM
ISHARES TR
-$161.5K
33,428
-6%
增持
ICLN
ISHARES TR
+$143.8K
83,939
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$139.2K
20,915
+7%
增持
VB
VANGUARD INDEX FDS
+$135.4K
2,263
+23%
增持
VFVA
VANGUARD WELLINGTON FD
+$126.5K
4,297
+24%
增持
JUST
GOLDMAN SACHS ETF TR
+$116.6K
26,177
+1%
清仓
JOET
VIRTUS ETF TR II
-$111.2K
0
-100%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$103.2K
92,231
-5%
减持
DWX
SPDR INDEX SHS FDS
-$88.9K
1,249
-69%
减持
LGLV
SPDR SER TR
+$85.8K
5,452
-1%
减持
SUSA
ISHARES TR
+$82.1K
15,007
-2%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$80.8K
23,703
+10%
增持
SCHO
SCHWAB STRATEGIC TR
+$80.8K
43,837
+2%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$79.3K
14,370
-20%
减持
ESGV
VANGUARD WORLD FD
-$67.8K
7,124
-13%
减持
SCHE
SCHWAB STRATEGIC TR
-$67.4K
4,531
-40%
增持
AIQ
GLOBAL X FDS
+$66.8K
22,029
+4%
增持
VSGX
VANGUARD WORLD FD
+$62.8K
1,989
+91%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$62.3K
34,911
-3%
增持
NUSC
NUSHARES ETF TR
+$53.8K
3,300
+48%
减持
VO
VANGUARD INDEX FDS
+$49.0K
2,476
-1%
建仓
FENI
FIDELITY COVINGTON TRUST
+$39.0K
1,289
清仓
EFAV
ISHARES TR
-$38.4K
0
-100%
清仓
—
INVESCO QQQ TR
-$31.6K
0
-100%
建仓
—
ASML HOLDING N V
+$28.3K
34
建仓
QQQ
INVESCO QQQ TR
+$24.4K
50
增持
HYXF
ISHARES TR
+$23.6K
4,039
+9%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$22.2K
21,610
-8%
减持
FNDF
SCHWAB STRATEGIC TR
-$21.5K
7,232
-13%
增持
ESGU
ISHARES TR
+$20.0K
2,877
+0%
减持
VOT
VANGUARD INDEX FDS
+$18.5K
2,202
-2%
增持
VCEB
VANGUARD WORLD FD
+$17.9K
1,102
+28%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$17.2K
9,808
+2%
减持
FNDB
SCHWAB STRATEGIC TR
+$13.7K
17,922
-6%
增持
RAFE
PIMCO EQUITY SER
+$12.0K
6,038
+0%
减持
EMNT
PIMCO ETF TR
-$11.4K
34,622
-1%
减持
BSV
VANGUARD BD INDEX FDS
+$9.9K
5,220
-0%
清仓
IUSV
ISHARES TR
-$8.1K
0
-100%
清仓
EEMV
ISHARES INC
-$5.0K
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$4.5K
0
-100%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$4.2K
3,625
-6%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$3.4K
0
-100%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$3.2K
3,172
-10%
清仓
IJT
ISHARES TR
-$3.1K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$2.2K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.1K
91,814
-3%
增持
HYDB
ISHARES TR
+$2.1K
140
+40%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2K
152
-4%
增持
CNRG
SPDR SER TR
+$1.0K
177
+1%
减持
—
INVESCO EXCH TRADED FD TR II
+$882
342
-6%
增持
AOA
ISHARES TR
+$808
14
+250%
增持
VDC
VANGUARD WORLD FD
+$471
28
+4%
减持
IJK
ISHARES TR
-$231
608
-5%
