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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 88 项
建仓 8
增持 43
减持 37
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
116,687
+37%
减持
EMNT
PIMCO ETF TR
-$1.5M
95,784
-13%
增持
IVV
ISHARES TR
+$1.1M
16,085
+9%
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
AVDE
AMERICAN CENTY ETF TR
+$1.1M
124,568
+7%
增持
SUSB
ISHARES TR
+$839.8K
417,032
+9%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$764.8K
525,917
-0%
增持
USFR
WISDOMTREE TR
+$681.5K
208,469
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$552.6K
275,916
+5%
减持
SCHX
SCHWAB STRATEGIC TR
+$550.5K
1,018,982
-0%
建仓
ILCG
ISHARES TR
+$548.8K
5,275
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$493.5K
119,896
+6%
建仓
XNTK
SPDR SERIES TRUST
+$375.1K
1,350
增持
SCHF
SCHWAB STRATEGIC TR
+$344.2K
237,163
+3%
减持
IWY
ISHARES TR
-$308.4K
21,199
-6%
减持
SCHB
SCHWAB STRATEGIC TR
-$306.6K
541,444
-4%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$281.8K
8,040
+107%
减持
FNDX
SCHWAB STRATEGIC TR
+$279.7K
333,215
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$262.3K
80,546
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$259.6K
1,252
+1639%
增持
SMMU
PIMCO ETF TR
+$254.3K
43,796
+13%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$242.2K
25,578
-6%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$237.2K
23,389
-8%
增持
SCHO
SCHWAB STRATEGIC TR
+$232.7K
366,728
+3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$231.7K
238,293
+3%
增持
JUST
GOLDMAN SACHS ETF TR
+$226.2K
27,687
+6%
增持
VTI
VANGUARD INDEX FDS
+$224.1K
14,756
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$221.5K
13,388
+41%
增持
FESM
FIDELITY COVINGTON TRUST
+$217.1K
151,409
+1%
增持
DSI
ISHARES TR
+$191.8K
4,470
+47%
增持
IBB
ISHARES TR
+$176.1K
7,187
+0%
减持
VO
VANGUARD INDEX FDS
-$170.1K
34,246
-0%
增持
MUNI
PIMCO ETF TR
+$169.6K
3,380
+2231%
减持
SCHD
SCHWAB STRATEGIC TR
-$157.8K
210,871
-3%
增持
IQLT
ISHARES TR
+$156.6K
80,963
+2%
增持
VXUS
VANGUARD STAR FDS
+$145.5K
17,159
+10%
增持
EUSB
ISHARES TR
+$130.7K
13,270
+29%
减持
VYM
VANGUARD WHITEHALL FDS
+$129.0K
75,367
-1%
增持
IGM
ISHARES TR
+$117.6K
36,118
+0%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$105.7K
18,901
-16%
减持
FDVV
FIDELITY COVINGTON TRUST
+$105.4K
319,792
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$103.3K
44,752
+99%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$103.1K
3,257
建仓
IDU
ISHARES TR
+$101.9K
940
增持
VTV
VANGUARD INDEX FDS
+$97.0K
19,889
+0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$96.7K
46,618
-0%
减持
SPYX
SPDR SERIES TRUST
-$91.8K
60,814
-5%
增持
FBCG
FIDELITY COVINGTON TRUST
+$91.2K
31,594
+3%
减持
SCHR
SCHWAB STRATEGIC TR
-$88.9K
4,340
-45%
建仓
IWM
ISHARES TR
+$88.6K
360
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$88.3K
10,603
-14%
减持
LGLV
SPDR SERIES TRUST
-$87.9K
8,198
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$86.8K
26,664
+1%
增持
SUSA
ISHARES TR
+$81.5K
13,113
+2%
建仓
QQQ
INVESCO QQQ TR
+$61.4K
100
减持
VOT
VANGUARD INDEX FDS
-$60.6K
1,828
-6%
减持
SCHM
SCHWAB STRATEGIC TR
+$59.5K
336,984
-1%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$51.7K
19,676
+10%
减持
USMV
ISHARES TR
-$49.7K
48,694
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$44.4K
1,014,406
-2%
减持
VUG
VANGUARD INDEX FDS
+$27.6K
41,415
-2%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$27.4K
143,571
+1%
减持
FNDB
SCHWAB STRATEGIC TR
-$27.4K
32,744
-6%
减持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$23.3K
2,072
-33%
增持
NULV
NUSHARES ETF TR
+$22.1K
12,134
+1%
减持
AIQ
GLOBAL X FDS
+$20.8K
14,225
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$17.6K
3,606
+7%
增持
ESGG
FLEXSHARES TR
+$16.3K
2,057
+0%
增持
VSGX
VANGUARD WORLD FD
+$15.5K
3,291
+4%
增持
EFIV
SPDR SERIES TRUST
+$15.1K
1,017
+24%
增持
SCHV
SCHWAB STRATEGIC TR
+$14.4K
21,904
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$13.5K
27,124
-1%
减持
IJR
ISHARES TR
-$13.0K
11,348
-2%
增持
ESGD
ISHARES TR
+$11.5K
5,400
+0%
减持
ESGV
VANGUARD WORLD FD
+$9.6K
7,033
-1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$9.4K
189
增持
RAFE
PIMCO EQUITY SER
+$8.6K
5,953
+0%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$7.8K
95,716
+0%
减持
ESGU
ISHARES TR
+$6.5K
2,595
-1%
减持
EFV
ISHARES TR
+$5.7K
4,247
-3%
建仓
EUAD
SPINNAKER ETF SERIES
+$5.0K
118
减持
HYXF
ISHARES TR
-$4.2K
4,992
-1%
减持
DMXF
ISHARES TR
-$2.6K
2,335
-1%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$2.3K
224
-13%
减持
VCEB
VANGUARD WORLD FD
-$2.2K
2,990
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.8K
54,699
-2%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.1K
5,413
-5%
增持
AOA
ISHARES TR
+$826
50
+19%
增持
LCTD
BLACKROCK ETF TRUST
+$701
301
+2%
