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 |
|---|---|---|---|---|---|---|---|---|
| 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 |