Milestones Private Investment Advisors LLC
FAIRPORT NY · SEC CIK 0001726041
$1.26亿2026Q2 申报市值
77持仓数
55.7%前十大占比 · 第一大 7.6%
2 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RDVY 加仓+$717.76万
SPYG 加仓+$624.05万
SPYV 加仓+$605.55万
SCHD 加仓+$365.59万
GARP 加仓+$319.37万
2026Q2 卖出最多 按季末市值估算
FXU 减仓-$548.25万
SMH 减仓-$458.80万
XLE 清仓-$442.76万
XLK 清仓-$378.75万
FIRST TR EXCHANG 清仓-$370.18万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -72,276 | -100.0% | -$442.76万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -28,499 | -100.0% | -$378.75万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -58,095 | -100.0% | -$370.18万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -17,394 | -100.0% | -$207.61万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -25,604 | -100.0% | -$173.06万 | 清仓 |
| IJR | ISHARES TR | $20.26万 | 0.16% | 1,366 | -464 | -25.4% | -$6.88万 | 重新持有 |
| ORCL | ORACLE CORP | $20.37万 | 0.16% | 1,390 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $20.77万 | 0.17% | 1,406 | -1,125 | -44.4% | -$16.62万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $22.82万 | 0.18% | 2,600 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $23.06万 | 0.18% | 1,410 | 1,410 | — | $23.06万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $24.03万 | 0.19% | 1,201 | 2 | 0.2% | $400 | 加仓 |
| COP | CONOCOPHILLIPS | $24.11万 | 0.19% | 2,319 | 0 | 0.0% | — | 不变 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $24.15万 | 0.19% | 11,660 | 92 | 0.8% | $1,905 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $24.51万 | 0.20% | 12,999 | 460 | 3.7% | $8,673 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $24.61万 | 0.20% | 8,424 | 413 | 5.2% | $1.21万 | 加仓 |
| GOOGL | ALPHABET INC | $24.91万 | 0.20% | 697 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $25.66万 | 0.20% | 2,783 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $26.68万 | 0.21% | 2,790 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.18万 | 0.22% | 2,400 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.07万 | 0.22% | 796 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $28.41万 | 0.23% | 868 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $30.33万 | 0.24% | 2,586 | -30,541 | -92.2% | -$358.18万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.34万 | 0.24% | 1,079 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $30.62万 | 0.24% | 2,850 | -550 | -16.2% | -$5.91万 | 减仓 |
| IYH | ISHARES TR | $31.35万 | 0.25% | 4,679 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $32.76万 | 0.26% | 2,525 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $32.91万 | 0.26% | 1,381 | -40 | -2.8% | -$9,534 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $36.26万 | 0.29% | 22,129 | -825 | -3.6% | -$1.35万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $36.43万 | 0.29% | 7,317 | 249 | 3.5% | $1.24万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $36.53万 | 0.29% | 4,814 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $37.53万 | 0.30% | 3,195 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $37.96万 | 0.30% | 7,878 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $39.40万 | 0.31% | 12,588 | 0 | 0.0% | — | 不变 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $42.58万 | 0.34% | 22,314 | 1,091 | 5.1% | $2.08万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $44.47万 | 0.35% | 8,868 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $44.57万 | 0.35% | 1,350 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $48.61万 | 0.39% | 1,544 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $51.65万 | 0.41% | 4,396 | -260 | -5.6% | -$3.06万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $53.61万 | 0.43% | 23,176 | -263 | -1.1% | -$6,083 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $55.03万 | 0.44% | 11,154 | -111,116 | -90.9% | -$548.25万 | 减仓 |
| VGT | VANGUARD WORLD FD | $61.00万 | 0.49% | 5,104 | -40 | -0.8% | -$4,781 | 减仓 |
| HYS | PIMCO ETF TR | $73.64万 | 0.59% | 7,874 | 453 | 6.1% | $4.24万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $75.15万 | 0.60% | 29,856 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $75.58万 | 0.60% | 2,959 | 25 | 0.9% | $6,386 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $76.20万 | 0.61% | 15,714 | -60 | -0.4% | -$2,909 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $76.53万 | 0.61% | 15,212 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $78.18万 | 0.62% | 8,105 | -505 | -5.9% | -$4.87万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $84.05万 | 0.67% | 1,609 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $85.00万 | 0.68% | 1,135 | -24 | -2.1% | -$1.80万 | 减仓 |
| ACWV | ISHARES INC | $86.45万 | 0.69% | 7,190 | -288 | -3.9% | -$3.46万 | 减仓 |
| IVE | ISHARES TR | $87.99万 | 0.70% | 3,875 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $98.40万 | 0.78% | 19,156 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $99.59万 | 0.79% | 34,389 | -3,077 | -8.2% | -$8.91万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $105.10万 | 0.84% | 6,624 | -12,856 | -66.0% | -$203.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $113.18万 | 0.90% | 3,034 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $121.80万 | 0.97% | 1,654 | 1 | 0.1% | $736 | 加仓 |
| AAPL | APPLE INC | $132.63万 | 1.06% | 4,584 | 1 | 0.0% | $289 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.84万 | 1.08% | 1,819 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $141.79万 | 1.13% | 3,849 | -1 | -0.0% | -$368 | 减仓 |
| AMAT | APPLIED MATLS INC | $144.60万 | 1.15% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $146.07万 | 1.16% | 27,164 | -419 | -1.5% | -$2.25万 | 减仓 |
| TIP | ISHARES TR | $147.31万 | 1.17% | 13,462 | 1,690 | 14.4% | $18.49万 | 加仓 |
| GLDM | WORLD GOLD TR | $155.05万 | 1.23% | 19,523 | -15,121 | -43.6% | -$120.09万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $161.31万 | 1.28% | 32,861 | -26 | -0.1% | -$1,276 | 减仓 |
| SHY | ISHARES TR | $174.17万 | 1.39% | 21,212 | 1,488 | 7.5% | $12.22万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $210.97万 | 1.68% | 98,676 | 1,191 | 1.2% | $2.55万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $223.40万 | 1.78% | 82,589 | 82,589 | — | $223.40万 | 新建仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $235.18万 | 1.87% | 91,115 | -750 | -0.8% | -$1.94万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $253.34万 | 2.02% | 136,386 | -987 | -0.7% | -$1.83万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $253.83万 | 2.02% | 152,495 | -1,292 | -0.8% | -$2.15万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $254.39万 | 2.03% | 129,693 | -1,307 | -1.0% | -$2.56万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $255.88万 | 2.04% | 125,646 | -926 | -0.7% | -$1.89万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $262.27万 | 2.09% | 146,684 | 818 | 0.6% | $1.46万 | 加仓 |
| TLT | ISHARES TR | $428.35万 | 3.41% | 49,566 | 86 | 0.2% | $7,432 | 加仓 |
| SMH | VANECK ETF TRUST | $562.36万 | 4.48% | 8,574 | -6,995 | -44.9% | -$458.80万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $637.49万 | 5.08% | 131,010 | 56,389 | 75.6% | $274.39万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $675.41万 | 5.38% | 212,996 | 115,291 | 118.0% | $365.59万 | 加仓 |
| GARP | ISHARES TR | $819.38万 | 6.52% | 99,259 | 38,688 | 63.9% | $319.37万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $840.38万 | 6.69% | 138,243 | 99,614 | 257.9% | $605.55万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $889.85万 | 7.09% | 29,371 | 6,712 | 29.6% | $203.35万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $926.06万 | 7.37% | 77,827 | 52,446 | 206.6% | $624.05万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $951.38万 | 7.58% | 117,367 | 88,547 | 307.2% | $717.76万 | 加仓 |