Milestones Private Investment Advisors LLC
FAIRPORT NY · SEC CIK 0001726041
$1.14亿2026Q1 申报市值
78持仓数
39.6%前十大占比 · 第一大 5.3%
0 / 40新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FDL 加仓+$24.85万
SMH 加仓+$19.71万
FXU 加仓+$19.30万
SPYG 加仓+$17.90万
SPYV 加仓+$17.00万
2026Q1 卖出最多 按季末市值估算
SCHB 减仓-$292.97万
AAPL 减仓-$236.98万
XLG 清仓-$121.72万
INTU 清仓-$116.14万
MSFT 减仓-$112.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BSJU | INVESCO EXCH TRD SLF IDX FD | $235.08万 | 2.07% | 91,865 | 1,746 | 1.9% | $4.47万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $248.51万 | 2.19% | 25,381 | 1,828 | 7.8% | $17.90万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $256.34万 | 2.26% | 137,373 | -888 | -0.6% | -$1.66万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $257.09万 | 2.26% | 131,000 | -3,468 | -2.6% | -$6.81万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $257.12万 | 2.27% | 153,787 | -911 | -0.6% | -$1.52万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $258.50万 | 2.28% | 126,572 | -2,631 | -2.0% | -$5.37万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $258.91万 | 2.28% | 145,866 | 4,187 | 3.0% | $7.43万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $285.60万 | 2.52% | 19,480 | -1,255 | -6.1% | -$18.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $299.76万 | 2.64% | 97,705 | -4,910 | -4.8% | -$15.06万 | 减仓 |
| GLDM | WORLD GOLD TR | $321.12万 | 2.83% | 34,644 | -2,162 | -5.9% | -$20.04万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $361.02万 | 3.18% | 33,127 | 1,001 | 3.1% | $10.91万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $370.18万 | 3.26% | 58,095 | 1,456 | 2.6% | $9.28万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $378.75万 | 3.34% | 28,499 | 1,068 | 3.9% | $14.19万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $379.07万 | 3.34% | 74,621 | 4,892 | 7.0% | $24.85万 | 加仓 |
| GARP | ISHARES TR | $387.47万 | 3.41% | 60,571 | 2,529 | 4.4% | $16.18万 | 加仓 |
| TLT | ISHARES TR | $428.94万 | 3.78% | 49,480 | 1,497 | 3.1% | $12.98万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $442.76万 | 3.90% | 72,276 | 1,752 | 2.5% | $10.73万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $538.42万 | 4.74% | 22,659 | 324 | 1.5% | $7.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $596.92万 | 5.26% | 15,569 | 514 | 3.4% | $19.71万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $606.34万 | 5.34% | 122,270 | 3,892 | 3.3% | $19.30万 | 加仓 |