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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 98 项
建仓 7
增持 35
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$12.0M
47,252
-72%
增持
VO
VANGUARD INDEX FDS
+$7.8M
34,012
+831%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.2M
1,112,163
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%
减持
VUG
VANGUARD INDEX FDS
-$3.1M
45,091
-6%
增持
FESM
FIDELITY COVINGTON TRUST
+$3.0M
127,660
+452%
增持
EMNT
PIMCO ETF TR
+$3.0M
68,247
+78%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.9M
245,982
+93%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.1M
1,080,638
-3%
增持
USFR
WISDOMTREE TR
+$1.7M
154,661
+28%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.6M
91,798
+24%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.4M
544,993
-3%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.3M
375,126
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
80,576
+12%
减持
IWY
ISHARES TR
-$1.1M
25,160
-8%
减持
IQLT
ISHARES TR
-$1.1M
88,326
-28%
减持
SCHB
SCHWAB STRATEGIC TR
-$956.9K
585,229
-2%
减持
VTI
VANGUARD INDEX FDS
-$892.9K
13,890
-15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$889.6K
93,008
+35%
增持
FBND
FIDELITY MERRIMACK STR TR
+$786.3K
239,302
+6%
增持
FDVV
FIDELITY COVINGTON TRUST
+$768.4K
309,922
+6%
减持
XLK
SELECT SECTOR SPDR TR
-$742.1K
23,987
-2%
减持
IGM
ISHARES TR
-$719.7K
33,050
-9%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$636.5K
15,924
清仓
ICLN
ISHARES TR
-$634.9K
0
-100%
减持
IJR
ISHARES TR
-$538.5K
15,488
-17%
增持
SMMU
PIMCO ETF TR
+$468.2K
23,960
+64%
增持
SUSB
ISHARES TR
+$456.7K
328,540
+5%
减持
FNDX
SCHWAB STRATEGIC TR
-$414.5K
329,416
-5%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$405.1K
28,702
-8%
增持
IVV
ISHARES TR
-$379.5K
19,711
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$342.6K
230,364
+1%
增持
USMV
ISHARES TR
+$338.8K
48,750
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$323.4K
101,604
+3%
减持
EFG
ISHARES TR
-$319.3K
8,034
-31%
减持
FNDB
SCHWAB STRATEGIC TR
-$315.2K
38,699
-25%
增持
SCHD
SCHWAB STRATEGIC TR
+$283.6K
256,149
+2%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$282.1K
130,133
+10%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$282.0K
92,681
-7%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$259.5K
41,031
-9%
减持
JUST
GOLDMAN SACHS ETF TR
-$249.9K
24,661
-7%
减持
SPYX
SPDR SER TR
-$244.9K
68,365
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$199.4K
46,778
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$176.4K
71,023
+1%
减持
SUSA
ISHARES TR
-$166.4K
14,361
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$166.0K
64,282
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$148.3K
12,852
+30%
增持
IBB
ISHARES TR
+$125.3K
8,102
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$117.7K
21,417
+5%
建仓
IWF
ISHARES TR
+$112.3K
311
清仓
BND
VANGUARD BD INDEX FDS
-$106.9K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$101.7K
15,254
+6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$101.7K
28,863
-1%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$93.8K
0
-100%
减持
AIQ
GLOBAL X FDS
-$84.5K
21,768
-4%
清仓
VFVA
VANGUARD WELLINGTON FD
-$82.3K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$73.4K
1,939
-12%
增持
ESGD
ISHARES TR
+$68.6K
5,398
+10%
增持
BSV
VANGUARD BD INDEX FDS
+$68.5K
6,008
+16%
增持
IWO
ISHARES TR
+$66.4K
457
+161%
减持
ESGV
VANGUARD WORLD FD
-$64.4K
7,149
-2%
减持
LGLV
SPDR SER TR
-$62.4K
9,398
-9%
增持
EUSB
ISHARES TR
+$50.3K
9,475
+12%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$48.8K
0
-100%
建仓
IWR
ISHARES TR
+$47.8K
562
减持
GRW
TCW ETF TRUST
-$45.7K
7,033
-17%
增持
VSGX
VANGUARD WORLD FD
+$45.2K
2,658
+35%
建仓
IWD
ISHARES TR
+$41.0K
218
建仓
IEMG
ISHARES INC
+$39.7K
735
减持
USXF
ISHARES TR
-$39.1K
6,382
-6%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$38.5K
25,853
-5%
减持
FNDF
SCHWAB STRATEGIC TR
-$36.0K
5,724
-22%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$29.5K
1,297
-35%
减持
VOT
VANGUARD INDEX FDS
-$28.9K
2,145
-2%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$25.8K
3,337
-27%
清仓
QQQ
INVESCO QQQ TR
-$25.6K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$25.0K
165,100
-6%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$24.8K
213
减持
DSI
ISHARES TR
-$24.2K
3,055
-0%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$23.7K
98,359
+4%
清仓
—
ASML HOLDING N V
-$23.6K
0
-100%
增持
ESGU
ISHARES TR
-$19.7K
2,881
+0%
增持
NULV
NUSHARES ETF TR
+$14.2K
2,354
+14%
清仓
MOAT
VANECK ETF TRUST
-$13.4K
0
-100%
建仓
IEF
ISHARES TR
+$12.9K
135
减持
NUSC
NUSHARES ETF TR
-$12.6K
3,276
-1%
减持
EFV
ISHARES TR
+$8.1K
4,873
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$7.7K
173
+14%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$5.5K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$4.6K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$4.0K
19,919
-2%
减持
RAFE
PIMCO EQUITY SER
-$3.7K
5,925
-2%
清仓
—
CAMBRIA ETF TR
-$3.2K
0
-100%
增持
EFIV
SPDR SER TR
-$2.3K
815
+0%
增持
CNRG
SPDR SER TR
-$1.8K
178
+1%
减持
VCEB
VANGUARD WORLD FD
+$1.5K
2,370
-0%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$1.2K
318
-7%
增持
AOA
ISHARES TR
+$532
32
+28%
减持
HYXF
ISHARES TR
+$435
5,389
-0%
