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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 92 项
建仓 3
增持 30
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
EMNT
PIMCO ETF TR
+$3.5M
104,009
+52%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.7M
1,047,007
-6%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.3M
339,194
+38%
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。
减持
IVV
ISHARES TR
-$2.0M
14,579
-26%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.8M
532,920
-2%
减持
VUG
VANGUARD INDEX FDS
+$1.8M
42,195
-6%
增持
USFR
WISDOMTREE TR
+$1.7M
188,015
+22%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
1,036,958
-4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.2M
319,085
+3%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.2M
97,802
+7%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.1M
33,327
-29%
增持
IGM
ISHARES TR
+$1.0M
35,913
+9%
减持
SCHB
SCHWAB STRATEGIC TR
+$986.1K
570,127
-3%
增持
FBCG
FIDELITY COVINGTON TRUST
+$814.6K
30,080
+89%
增持
SUSB
ISHARES TR
+$772.9K
356,898
+9%
减持
XLK
SELECT SECTOR SPDR TR
+$755.4K
22,542
-6%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$672.7K
28,848
+696%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$661.0K
109,203
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$636.1K
246,259
-4%
减持
VO
VANGUARD INDEX FDS
+$629.5K
33,684
-1%
增持
FESM
FIDELITY COVINGTON TRUST
+$608.4K
136,663
+7%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$434.9K
30,330
-26%
增持
SMMU
PIMCO ETF TR
+$430.9K
32,477
+36%
增持
BIV
VANGUARD BD INDEX FDS
+$430.1K
75,877
+7%
减持
VTI
VANGUARD INDEX FDS
+$402.9K
13,886
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$370.3K
332,021
+1%
减持
IWY
ISHARES TR
+$361.5K
22,996
-9%
减持
IJR
ISHARES TR
-$344.1K
11,671
-25%
增持
IQLT
ISHARES TR
+$334.6K
88,853
+1%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$271.4K
224,499
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$267.7K
23,792
+11%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$267.5K
140,968
+8%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$254.6K
18,074
+41%
减持
SCHV
SCHWAB STRATEGIC TR
-$249.6K
21,785
-32%
减持
SCHM
SCHWAB STRATEGIC TR
-$222.3K
342,460
-9%
减持
SCHF
SCHWAB STRATEGIC TR
+$221.9K
157,811
-4%
减持
BSV
VANGUARD BD INDEX FDS
-$203.8K
3,386
-44%
增持
FBND
FIDELITY MERRIMACK STR TR
+$164.3K
242,369
+1%
减持
AIQ
GLOBAL X FDS
-$154.1K
14,599
-33%
减持
SPYX
SPDR SERIES TRUST
+$134.3K
64,048
-6%
增持
VXUS
VANGUARD STAR FDS
+$126.2K
15,538
+2%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$111.8K
95,587
-3%
减持
IBB
ISHARES TR
-$109.6K
7,325
-10%
减持
VYM
VANGUARD WHITEHALL FDS
-$97.0K
77,219
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$95.1K
55,772
-13%
减持
VBR
VANGUARD INDEX FDS
-$94.8K
1,366
-30%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$89.8K
46,766
-0%
减持
ESGV
VANGUARD WORLD FD
+$82.6K
7,141
-0%
减持
VBK
VANGUARD INDEX FDS
-$79.1K
388
-48%
减持
VTV
VANGUARD INDEX FDS
+$72.4K
19,878
-0%
减持
SUSA
ISHARES TR
-$72.2K
12,445
-13%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$71.2K
22,976
-11%
减持
LGLV
SPDR SERIES TRUST
-$69.9K
8,967
-5%
减持
NUSC
NUSHARES ETF TR
-$67.3K
1,431
-56%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$64.4K
27,216
-5%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$62.3K
85,518
-8%
减持
EFG
ISHARES TR
+$57.5K
7,687
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$51.6K
1,005
-22%
减持
OMFS
INVESCO EXCH TRD SLF IDX FD
-$43.9K
135
-90%
增持
VCEB
VANGUARD WORLD FD
+$41.7K
3,010
+27%
减持
DSI
ISHARES TR
+$41.5K
3,051
-0%
增持
ESGD
ISHARES TR
+$40.7K
5,399
+0%
清仓
IEMG
ISHARES INC
-$39.7K
0
-100%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$37.8K
91,435
-1%
减持
NULG
NUSHARES ETF TR
-$37.7K
1,495
-34%
增持
ESGG
FLEXSHARES TR
+$36.9K
2,056
+0%
减持
VOT
VANGUARD INDEX FDS
+$29.2K
1,948
-9%
增持
MEAR
ISHARES U S ETF TR
+$20.2K
7,889
+5%
减持
FNDF
SCHWAB STRATEGIC TR
+$20.1K
5,670
-1%
增持
NULV
NUSHARES ETF TR
+$20.0K
2,750
+17%
增持
VSGX
VANGUARD WORLD FD
+$17.4K
2,659
+0%
减持
IWP
ISHARES TR
+$16.9K
1,321
-7%
清仓
IEF
ISHARES TR
-$12.9K
0
-100%
减持
USXF
ISHARES TR
+$12.6K
5,757
-10%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$11.6K
189
增持
RAFE
PIMCO EQUITY SER
+$10.8K
5,927
+0%
清仓
CNRG
SPDR SER TR
-$8.9K
0
-100%
减持
USMV
ISHARES TR
+$8.7K
48,734
-0%
减持
EFV
ISHARES TR
-$8.7K
4,387
-10%
建仓
—
STERIS PLC
+$8.4K
35
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.5K
27,553
-5%
清仓
ARKK
ARK ETF TR
-$7.1K
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$6.2K
0
-100%
减持
FNDB
SCHWAB STRATEGIC TR
+$6.1K
37,386
-3%
减持
HYXF
ISHARES TR
+$5.7K
5,374
-0%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$4.7K
3,137
-6%
增持
EFIV
SPDR SERIES TRUST
+$4.3K
817
+0%
建仓
—
CAMBRIA ETF TR
+$2.8K
620
减持
ESGU
ISHARES TR
+$1.8K
2,609
-9%
减持
EUSB
ISHARES TR
+$1.7K
9,463
-0%
增持
LCTD
BLACKROCK ETF TRUST
+$1.6K
296
+2%
增持
AOA
ISHARES TR
+$315
33
+3%
