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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -20,533 | -100.0% | -$121.72万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,753 | -100.0% | -$116.14万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -3,124 | -100.0% | -$102.25万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -8,955 | -100.0% | -$93.16万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -8,170 | -100.0% | -$91.65万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,556 | -100.0% | -$85.68万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -14,189 | -100.0% | -$75.71万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -23,771 | -100.0% | -$71.48万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -4,740 | -100.0% | -$67.94万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -954 | -100.0% | -$62.98万 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,790 | -100.0% | -$52.48万 | 清仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -7,312 | -100.0% | -$50.68万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -850 | -100.0% | -$48.69万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -3,346 | -100.0% | -$46.16万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -15,491 | -100.0% | -$44.12万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,982 | -100.0% | -$41.02万 | 清仓 |
| UFOX | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -5,768 | -100.0% | -$36.82万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,164 | -100.0% | -$36.53万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -14,037 | -100.0% | -$34.87万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,337 | -100.0% | -$33.69万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -3,159 | -100.0% | -$33.25万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,291 | -100.0% | -$29.50万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -956 | -100.0% | -$29.45万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -6,096 | -100.0% | -$29.13万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,925 | -100.0% | -$27.09万 | 清仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $0 | 0.00% | 0 | -11,311 | -100.0% | -$26.76万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,625 | -100.0% | -$26.22万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,252 | -100.0% | -$25.61万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -1,637 | -100.0% | -$24.95万 | 清仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,033 | -100.0% | -$24.11万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,906 | -100.0% | -$23.63万 | 清仓 |
| IMCG | ISHARES TR | $0 | 0.00% | 0 | -2,884 | -100.0% | -$23.03万 | 清仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,766 | -100.0% | -$22.45万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,822 | -100.0% | -$21.92万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,873 | -100.0% | -$21.21万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,533 | -100.0% | -$20.80万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,909 | -100.0% | -$20.48万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,768 | -100.0% | -$20.35万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,255 | -100.0% | -$20.07万 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | -13,839 | -100.0% | -$4.53万 | 清仓 |
| GOOGL | ALPHABET INC | $20.04万 | 0.18% | 697 | -1,298 | -65.1% | -$37.33万 | 减仓 |
| ORCL | ORACLE CORP | $20.45万 | 0.18% | 1,390 | -2,015 | -59.2% | -$29.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $20.92万 | 0.18% | 1,199 | -6,235 | -83.9% | -$108.78万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $23.02万 | 0.20% | 8,011 | 1,072 | 15.4% | $3.08万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $23.75万 | 0.21% | 12,539 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $24.00万 | 0.21% | 11,568 | 63 | 0.5% | $1,307 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.15万 | 0.21% | 2,600 | -4,163 | -61.6% | -$38.67万 | 减仓 |
| DGRW | WISDOMTREE TR | $24.51万 | 0.22% | 2,790 | -6,466 | -69.9% | -$56.80万 | 减仓 |
| CSCO | CISCO SYS INC | $24.79万 | 0.22% | 3,195 | -3,399 | -51.5% | -$26.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.53万 | 0.22% | 868 | -1,963 | -69.3% | -$57.74万 | 减仓 |
| BOND | PIMCO ETF TR | $25.68万 | 0.23% | 2,783 | -2,708 | -49.3% | -$24.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.15万 | 0.23% | 1,079 | -980 | -47.6% | -$23.75万 | 减仓 |
| HD | HOME DEPOT INC | $26.18万 | 0.23% | 796 | -27 | -3.3% | -$8,880 | 减仓 |
| IYH | ISHARES TR | $28.84万 | 0.25% | 4,679 | -250 | -5.1% | -$1.54万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $29.09万 | 0.26% | 4,814 | -975 | -16.8% | -$5.89万 | 减仓 |
| AMZN | AMAZON COM INC | $29.60万 | 0.26% | 1,421 | -762 | -34.9% | -$15.87万 | 减仓 |
| WMT | WALMART INC | $29.83万 | 0.26% | 2,400 | -4,499 | -65.2% | -$55.91万 | 减仓 |
| COP | CONOCOPHILLIPS | $30.61万 | 0.27% | 2,319 | -103 | -4.3% | -$1.36万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $34.48万 | 0.30% | 3,400 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $35.21万 | 0.31% | 7,068 | 607 | 9.4% | $3.02万 | 加仓 |
| EOG | EOG RES INC | $36.50万 | 0.32% | 2,525 | -10 | -0.4% | -$1,446 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $37.05万 | 0.33% | 7,878 | -2,084 | -20.9% | -$9.80万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $37.78万 | 0.33% | 22,954 | -3,126 | -12.0% | -$5.15万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $39.38万 | 0.35% | 1,350 | -90 | -6.2% | -$2.63万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $39.56万 | 0.35% | 12,588 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $39.89万 | 0.35% | 2,934 | -2,132 | -42.1% | -$28.99万 | 减仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $40.24万 | 0.35% | 21,223 | 2,558 | 13.7% | $4.85万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $44.45万 | 0.39% | 8,868 | -886 | -9.1% | -$4.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $44.86万 | 0.40% | 643 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $46.85万 | 0.41% | 4,656 | -3,155 | -40.4% | -$31.75万 | 减仓 |
| SYK | STRYKER CORPORATION | $50.73万 | 0.45% | 1,544 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $54.43万 | 0.48% | 23,439 | -23,492 | -50.1% | -$54.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $68.36万 | 0.60% | 2,000 | -6 | -0.3% | -$2,051 | 减仓 |
| HYS | PIMCO ETF TR | $69.22万 | 0.61% | 7,421 | 942 | 14.5% | $8.79万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $74.01万 | 0.65% | 29,856 | 138 | 0.5% | $3,421 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $74.53万 | 0.66% | 1,609 | -4 | -0.2% | -$1,853 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $74.99万 | 0.66% | 15,774 | 23 | 0.1% | $1,093 | 加仓 |
| IVV | ISHARES TR | $75.71万 | 0.67% | 1,159 | -339 | -22.6% | -$22.14万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $76.35万 | 0.67% | 15,212 | 54 | 0.4% | $2,710 | 加仓 |
| USMV | ISHARES TR | $79.85万 | 0.70% | 8,610 | -7,772 | -47.4% | -$72.08万 | 减仓 |
| IVE | ISHARES TR | $81.82万 | 0.72% | 3,875 | -120 | -3.0% | -$2.53万 | 减仓 |
| ACWV | ISHARES INC | $89.37万 | 0.79% | 7,478 | -6,083 | -44.9% | -$72.70万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $94.04万 | 0.83% | 37,466 | -116,720 | -75.7% | -$292.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $95.41万 | 0.84% | 1,653 | -503 | -23.3% | -$29.03万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $97.04万 | 0.85% | 19,156 | 69 | 0.4% | $3,496 | 加仓 |
| MSFT | MICROSOFT CORP | $112.31万 | 0.99% | 3,034 | -3,050 | -50.1% | -$112.91万 | 减仓 |
| AAPL | APPLE INC | $116.32万 | 1.02% | 4,583 | -9,337 | -67.1% | -$236.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.30万 | 1.04% | 1,819 | -94 | -4.9% | -$6.11万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $121.85万 | 1.07% | 27,583 | 3,255 | 13.4% | $14.38万 | 加仓 |
| TIP | ISHARES TR | $129.92万 | 1.14% | 11,772 | -437 | -3.6% | -$4.82万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $162.40万 | 1.43% | 32,887 | 718 | 2.2% | $3.55万 | 加仓 |
| SHY | ISHARES TR | $162.86万 | 1.43% | 19,724 | 602 | 3.1% | $4.97万 | 加仓 |
| GLD | SPDR GOLD TR | $165.66万 | 1.46% | 3,850 | -1,701 | -30.6% | -$73.19万 | 减仓 |
| ARKK | ARK ETF TR | $173.06万 | 1.52% | 25,604 | -90 | -0.4% | -$6,083 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $196.78万 | 1.73% | 28,820 | 555 | 2.0% | $3.79万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $207.61万 | 1.83% | 17,394 | 326 | 1.9% | $3.89万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $207.94万 | 1.83% | 97,485 | 4,213 | 4.5% | $8.99万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $218.56万 | 1.93% | 38,629 | 3,004 | 8.4% | $17.00万 | 加仓 |