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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 93 项
建仓 9
增持 48
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
-$3.3M
1,022,063
+1%
减持
VUG
VANGUARD INDEX FDS
-$2.3M
40,942
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.8M
141,509
+14%
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
SCHX
SCHWAB STRATEGIC TR
-$1.6M
1,008,736
-1%
增持
VO
VANGUARD INDEX FDS
+$1.4M
39,499
+15%
增持
SMMU
PIMCO ETF TR
+$1.1M
65,834
+50%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
80,425
+7%
增持
VXUS
VANGUARD STAR FDS
+$855.3K
27,879
+62%
减持
SCHB
SCHWAB STRATEGIC TR
-$819.2K
533,182
-2%
建仓
BLDX
IMPAX FUNDS SERIES TRUST I
+$727.6K
28,370
减持
XLK
SELECT SECTOR SPDR TR
-$704.6K
43,178
-4%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$685.1K
45,075
+129%
增持
SCHF
SCHWAB STRATEGIC TR
+$637.3K
256,111
+8%
增持
FNDX
SCHWAB STRATEGIC TR
+$595.1K
346,925
+4%
增持
IWY
ISHARES TR
-$558.6K
21,348
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$535.4K
390,298
+6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$459.5K
130,506
+12%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$401.2K
21,017
-10%
增持
IGM
ISHARES TR
-$366.2K
36,273
+0%
增持
NULV
NUSHARES ETF TR
+$359.2K
19,908
+64%
增持
FESM
FIDELITY COVINGTON TRUST
+$351.9K
159,792
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$329.0K
3,305
+229%
增持
FBCG
FIDELITY COVINGTON TRUST
+$301.6K
40,586
+28%
减持
SCHM
SCHWAB STRATEGIC TR
+$289.2K
336,639
-0%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$274.0K
90,443
-6%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$248.7K
22,937
-10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$241.3K
123,636
+3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$239.1K
528,118
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$209.9K
195,375
-7%
减持
FBND
FIDELITY MERRIMACK STR TR
-$192.0K
274,247
-1%
增持
EMNT
PIMCO ETF TR
+$165.3K
97,116
+1%
减持
IQLT
ISHARES TR
-$165.2K
76,025
-6%
增持
SPYX
SPDR SERIES TRUST
-$157.4K
61,469
+1%
增持
VTI
VANGUARD INDEX FDS
-$154.7K
14,939
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$140.0K
28,179
+6%
减持
JUST
GOLDMAN SACHS ETF TR
-$133.1K
27,504
-1%
增持
SCHR
SCHWAB STRATEGIC TR
+$128.3K
9,522
+119%
增持
FDVV
FIDELITY COVINGTON TRUST
-$117.9K
326,052
+2%
增持
DWX
SPDR INDEX SHS FDS
+$115.8K
4,805
+104%
增持
BIV
VANGUARD BD INDEX FDS
+$101.1K
82,586
+3%
增持
IVV
ISHARES TR
-$98.9K
16,715
+4%
减持
VTV
VANGUARD INDEX FDS
+$95.0K
19,845
-0%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$90.9K
26,645
-4%
增持
SUSA
ISHARES TR
-$90.5K
13,147
+0%
减持
ILCG
ISHARES TR
-$88.1K
4,825
-9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$69.8K
27,437
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$64.4K
46,402
-0%
清仓
QQQ
INVESCO QQQ TR
-$61.4K
0
-100%
增持
SUSB
ISHARES TR
+$61.1K
422,380
+1%
增持
EFIV
SPDR SERIES TRUST
+$60.5K
2,025
+99%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
-$55.6K
238,478
+0%
增持
AIQ
GLOBAL X FDS
+$51.2K
16,600
+17%
减持
IJR
ISHARES TR
-$47.7K
10,587
-7%
增持
USMV
ISHARES TR
-$46.5K
48,938
+1%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$40.3K
145,554
+1%
减持
FNDB
SCHWAB STRATEGIC TR
-$39.7K
30,527
-7%
建仓
—
NUSHARES ETF TR
+$39.0K
1,166
增持
BSV
VANGUARD BD INDEX FDS
+$38.5K
4,116
+14%
建仓
AVSD
AMERICAN CENTY ETF TR
+$38.2K
518
增持
ESGV
VANGUARD WORLD FD
-$37.9K
7,239
+3%
减持
ESGG
FLEXSHARES TR
-$35.4K
1,935
-6%
建仓
FEOE
RBB FUND TRUST
+$31.3K
620
减持
USFR
WISDOMTREE TR
-$30.4K
207,782
-0%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$30.0K
18,069
-4%
减持
LGLV
SPDR SERIES TRUST
-$29.1K
7,918
-3%
增持
IBB
ISHARES TR
+$25.9K
7,337
+2%
减持
SCHA
SCHWAB STRATEGIC TR
+$23.3K
54,372
-1%
增持
ESGU
ISHARES TR
-$19.4K
2,596
+0%
减持
HYXF
ISHARES TR
-$14.8K
4,775
-4%
减持
ESG
FLEXSHARES TR
-$14.6K
1,763
-1%
减持
USXF
ISHARES TR
-$14.2K
5,743
-0%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$14.0K
0
-100%
建仓
ESML
ISHARES TR
+$13.7K
291
减持
VCEB
VANGUARD WORLD FD
-$12.4K
2,830
-5%
减持
FNDF
SCHWAB STRATEGIC TR
+$12.3K
5,253
-3%
减持
EUSB
ISHARES TR
-$11.9K
13,122
-1%
增持
VB
VANGUARD INDEX FDS
+$11.1K
2,271
+0%
增持
EFG
ISHARES TR
-$11.0K
8,114
+1%
建仓
GRNY
TIDAL TRUST I
+$10.1K
425
建仓
IVES
WEDBUSH SER TR
+$9.5K
335
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$9.3K
10,898
+3%
增持
MEAR
ISHARES U S ETF TR
+$8.1K
7,382
+2%
建仓
ET
ENERGY TRANSFER L P
+$7.7K
400
增持
DSI
ISHARES TR
-$7.0K
4,694
+5%
清仓
OMFS
INVESCO EXCH TRD SLF IDX FD
-$6.0K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$5.4K
103
-46%
建仓
GDX
VANECK ETF TRUST
+$4.5K
49
减持
VSGX
VANGUARD WORLD FD
-$4.5K
3,224
-2%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.5K
8,412
+5%
减持
VOO
VANGUARD INDEX FDS
-$2.9K
34
-8%
增持
RAFE
PIMCO EQUITY SER
-$2.1K
5,956
+0%
减持
LCTD
BLACKROCK ETF TRUST
-$1.2K
276
-8%
增持
AOA
ISHARES TR
+$565
57
+14%
