MILESTONE ASSET MANAGEMENT, LLC
PITTSBURGH PA · SEC CIK 0001964722
$6.36亿2026Q2 申报市值
262持仓数
28.0%前十大占比 · 第一大 6.0%
58 / 34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
SPY 加仓+$1,267.14万
GOVT 新建仓+$846.93万
SYSB 新建仓+$830.75万
IVV 加仓+$819.47万
FLRN 加仓+$725.49万
2026Q2 卖出最多 按季末市值估算
PULS 减仓-$2,012.40万
AMAT 减仓-$823.22万
SGOV 减仓-$787.09万
IUSB 清仓-$605.41万
IEF 减仓-$596.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -131,069 | -100.0% | -$605.41万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -118,899 | -100.0% | -$594.97万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -62,027 | -100.0% | -$446.16万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -47,003 | -100.0% | -$407.47万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -15,750 | -100.0% | -$302.11万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -39,497 | -100.0% | -$301.56万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -31,697 | -100.0% | -$235.67万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -8,443 | -100.0% | -$143.25万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -18,489 | -100.0% | -$142.61万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -15,175 | -100.0% | -$142.58万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -20,735 | -100.0% | -$122.90万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -2,923 | -100.0% | -$113.48万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -3,415 | -100.0% | -$107.28万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -7,442 | -100.0% | -$102.95万 | 清仓 |
| IBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -32,357 | -100.0% | -$100.57万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -20,057 | -100.0% | -$100.37万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -4,582 | -100.0% | -$96.75万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,220 | -100.0% | -$83.84万 | 清仓 |
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -16,876 | -100.0% | -$83.76万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -32,904 | -100.0% | -$81.60万 | 清仓 |
| SPLB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -36,587 | -100.0% | -$81.30万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -14,796 | -100.0% | -$64.50万 | 清仓 |
| WTPI | WISDOMTREE TR | $0 | 0.00% | 0 | -17,574 | -100.0% | -$56.08万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -10,615 | -100.0% | -$42.61万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -5,225 | -100.0% | -$36.67万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,016 | -100.0% | -$33.23万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -20,440 | -100.0% | -$32.36万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -3,272 | -100.0% | -$28.75万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -2,700 | -100.0% | -$26.47万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,687 | -100.0% | -$26.24万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,868 | -100.0% | -$23.31万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,540 | -100.0% | -$22.47万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,140 | -100.0% | -$20.79万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -20,675 | -100.0% | -$7.30万 | 清仓 |
| PLUG | PLUG PWR INC 看涨期权 | $1,355 | 0.00% | 500 | 500 | — | $1,355 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看涨期权 | $1.71万 | 0.00% | 100 | 100 | — | $1.71万 | 新建仓 |
| ACH | ACCENDRA HEALTH INC | $4.10万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $7.22万 | 0.01% | 26,658 | -2,426 | -8.3% | -$6,574 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $7.33万 | 0.01% | 19,443 | -279 | -1.4% | -$1,052 | 减仓 |
| IHS | IHS HOLDING LIMITED | $17.30万 | 0.03% | 21,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.56万 | 0.03% | 6,119 | -614 | -9.1% | -$2.06万 | 减仓 |
| XBI | SPDR SERIES TRUST | $21.00万 | 0.03% | 1,327 | 1,327 | — | $21.00万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $21.35万 | 0.03% | 4,031 | -9,209 | -69.6% | -$48.77万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $21.36万 | 0.03% | 1,250 | 1,250 | — | $21.36万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $21.43万 | 0.03% | 797 | 797 | — | $21.43万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.44万 | 0.03% | 838 | 3 | 0.4% | $767 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $21.63万 | 0.03% | 10,405 | 10,405 | — | $21.63万 | 新建仓 |
| IEMG | ISHARES INC | $22.02万 | 0.03% | 2,657 | 2,657 | — | $22.02万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $22.66万 | 0.04% | 17,025 | 6,744 | 65.6% | $8.98万 | 加仓 |
| MTZ | MASTEC INC | $22.92万 | 0.04% | 551 | 551 | — | $22.92万 | 新建仓 |
| ARKG | ARK ETF TR | $23.49万 | 0.04% | 5,585 | 5,585 | — | $23.49万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.63万 | 0.04% | 693 | 693 | — | $23.63万 | 新建仓 |
| UMAR | INNOVATOR ETFS TRUST | $23.68万 | 0.04% | 5,606 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $23.83万 | 0.04% | 675 | -2 | -0.3% | -$706 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $24.17万 | 0.04% | 27,492 | 27,492 | — | $24.17万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.49万 | 0.04% | 1,150 | -112 | -8.9% | -$2.39万 | 重新持有 |
| UBSI | UNITED BANKSHARES INC WEST V | $24.53万 | 0.04% | 5,353 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $24.71万 | 0.04% | 5,738 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $25.90万 | 0.04% | 3,758 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $26.07万 | 0.04% | 2,756 | -63,011 | -95.8% | -$596.02万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $26.43万 | 0.04% | 2,691 | 2,691 | — | $26.43万 | 新建仓 |
| DTCR | GLOBAL X FDS | $26.87万 | 0.04% | 8,847 | 14 | 0.2% | $425 | 加仓 |
| IYW | ISHARES TR | $26.89万 | 0.04% | 1,066 | 0 | 0.0% | — | 重新持有 |
| UFEB | INNOVATOR ETFS TRUST | $26.91万 | 0.04% | 6,962 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $26.91万 | 0.04% | 5,294 | 33 | 0.6% | $1,678 | 加仓 |
| IYR | ISHARES TR | $27.75万 | 0.04% | 2,713 | 5 | 0.2% | $511 | 加仓 |
| IBTJ | ISHARES TR | $27.79万 | 0.04% | 12,835 | 12,835 | — | $27.79万 | 新建仓 |
| IBTI | ISHARES TR | $27.83万 | 0.04% | 12,570 | 12,570 | — | $27.83万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $27.91万 | 0.04% | 5,379 | -15,306 | -74.0% | -$79.41万 | 减仓 |
| MUNI | PIMCO ETF TR | $28.26万 | 0.04% | 5,372 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $28.40万 | 0.04% | 720 | 720 | — | $28.40万 | 新建仓 |
| IBTH | ISHARES TR | $28.66万 | 0.05% | 12,812 | 3,609 | 39.2% | $8.07万 | 加仓 |
| PFE | PFIZER INC | $28.72万 | 0.05% | 11,924 | -26,247 | -68.8% | -$63.21万 | 减仓 |
| XYLD | GLOBAL X FDS | $29.05万 | 0.05% | 7,121 | 7,121 | — | $29.05万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $29.07万 | 0.05% | 2,432 | 2,432 | — | $29.07万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.71万 | 0.05% | 9,836 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.90万 | 0.05% | 9,166 | -536 | -5.5% | -$1.81万 | 减仓 |
| BA | BOEING CO | $31.00万 | 0.05% | 1,432 | -45 | -3.0% | -$9,741 | 减仓 |
| IEFA | ISHARES TR | $33.12万 | 0.05% | 3,428 | 3,428 | — | $33.12万 | 新建仓 |
| PULS | PGIM ETF TR | $33.42万 | 0.05% | 6,745 | -406,111 | -98.4% | -$2,012.40万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $33.57万 | 0.05% | 400 | 400 | — | $33.57万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.73万 | 0.05% | 681 | 2 | 0.3% | $991 | 加仓 |
| — | CARIBOU BIOSCIENCES INC | $35.22万 | 0.06% | 200,085 | 38,009 | 23.5% | $6.69万 | 加仓 |
| GOOGL | ALPHABET INC | $35.79万 | 0.06% | 1,001 | -352 | -26.0% | -$12.59万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $36.37万 | 0.06% | 2,199 | 173 | 8.5% | $2.86万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $36.71万 | 0.06% | 17,441 | 17,441 | — | $36.71万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $36.81万 | 0.06% | 4,431 | 336 | 8.2% | $2.79万 | 加仓 |
| PRME | PRIME MEDICINE INC | $36.91万 | 0.06% | 100,035 | 100,035 | — | $36.91万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $37.00万 | 0.06% | 999 | -14 | -1.4% | -$5,186 | 减仓 |
| AOA | ISHARES TR | $37.62万 | 0.06% | 3,854 | -50 | -1.3% | -$4,880 | 减仓 |
| PHYL | PGIM ETF TR | $37.78万 | 0.06% | 10,831 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $37.87万 | 0.06% | 1,538 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $39.00万 | 0.06% | 904 | 904 | — | $39.00万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $39.13万 | 0.06% | 8,630 | 491 | 6.0% | $2.23万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $39.59万 | 0.06% | 37,173 | 37,173 | — | $39.59万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $40.48万 | 0.06% | 2,303 | 530 | 29.9% | $9.32万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $41.07万 | 0.06% | 8,077 | 8,077 | — | $41.07万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $41.66万 | 0.07% | 4,740 | -266 | -5.3% | -$2.34万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $42.19万 | 0.07% | 9,998 | 562 | 6.0% | $2.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.45万 | 0.07% | 15,312 | 0 | 0.0% | — | 不变 |