MILESTONE ASSET MANAGEMENT, LLC
PITTSBURGH PA · SEC CIK 0001964722
$5.43亿2026Q1 申报市值
235持仓数
31.9%前十大占比 · 第一大 6.9%
37 / 22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
SGOV 加仓+$2,040.04万
DYNF 新建仓+$672.38万
IVW 新建仓+$632.97万
IEF 加仓+$607.15万
IUSB 新建仓+$605.41万
2026Q1 卖出最多 按季末市值估算
FLOT 减仓-$1,752.68万
QQQ 减仓-$847.88万
VOO 减仓-$725.43万
JPM 减仓-$703.64万
FLRN 减仓-$638.98万
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 |
|---|---|---|---|---|---|---|---|---|
| PAUG | INNOVATOR ETFS TRUST | $59.44万 | 0.11% | 13,914 | -674 | -4.6% | -$2.88万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $59.85万 | 0.11% | 19,507 | 7,576 | 63.5% | $23.24万 | 重新持有 |
| USMV | ISHARES TR | $60.29万 | 0.11% | 6,500 | 993 | 18.0% | $9.21万 | 加仓 |
| AVGO | BROADCOM INC | $60.69万 | 0.11% | 1,960 | -12,056 | -86.0% | -$373.31万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $60.74万 | 0.11% | 5,573 | 151 | 2.8% | $1.65万 | 加仓 |
| PMBS | PIMCO ETF TR | $61.26万 | 0.11% | 12,350 | 2,616 | 26.9% | $12.98万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $61.67万 | 0.11% | 37,127 | -2,520 | -6.4% | -$4.19万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $61.79万 | 0.11% | 12,873 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $61.93万 | 0.11% | 16,898 | -8,666 | -33.9% | -$31.76万 | 减仓 |
| WDAY | WORKDAY INC | $62.65万 | 0.12% | 4,822 | 4,822 | — | $62.65万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $64.50万 | 0.12% | 14,796 | 27 | 0.2% | $1,177 | 重新持有 |
| GOOG | ALPHABET INC | $64.51万 | 0.12% | 2,249 | -17,175 | -88.4% | -$492.68万 | 减仓 |
| GEV | GE VERNOVA INC | $64.80万 | 0.12% | 742 | 5 | 0.7% | $4,367 | 加仓 |
| RTX | RTX CORPORATION | $65.11万 | 0.12% | 3,375 | -28,321 | -89.4% | -$546.38万 | 减仓 |
| BIL | SPDR SERIES TRUST | $68.60万 | 0.13% | 7,485 | -573 | -7.1% | -$5.25万 | 减仓 |
| NOW | SERVICENOW INC | $68.72万 | 0.13% | 6,573 | 2,028 | 44.6% | $21.20万 | 加仓 |
| CLOI | VANECK ETF TRUST | $69.78万 | 0.13% | 13,240 | -6,273 | -32.1% | -$33.06万 | 减仓 |
| IONQ | IONQ INC | $69.80万 | 0.13% | 24,211 | -87 | -0.4% | -$2,508 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $70.15万 | 0.13% | 16,739 | -1,135 | -6.4% | -$4.76万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $70.47万 | 0.13% | 14,274 | -312 | -2.1% | -$1.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $71.20万 | 0.13% | 5,357 | -2,771 | -34.1% | -$36.83万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $71.43万 | 0.13% | 4,872 | -1,673 | -25.6% | -$24.53万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| XBIL | RBB FD INC | $74.53万 | 0.14% | 14,896 | -1,633 | -9.9% | -$8.17万 | 减仓 |
| — | PIMCO STRATEGIC INCOME FD | $78.89万 | 0.15% | 147,191 | -25,326 | -14.7% | -$13.57万 | 减仓 |
| AMGN | AMGEN INC | $80.58万 | 0.15% | 2,290 | -793 | -25.7% | -$27.90万 | 减仓 |
| GE | GE AEROSPACE | $80.85万 | 0.15% | 2,849 | -4 | -0.1% | -$1,135 | 减仓 |
| SPLB | SPDR SERIES TRUST | $81.30万 | 0.15% | 36,587 | -795 | -2.1% | -$1.77万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $81.60万 | 0.15% | 32,904 | 3,608 | 12.3% | $8.95万 | 加仓 |
| CORP | PIMCO ETF TR | $83.52万 | 0.15% | 8,628 | -1,361 | -13.6% | -$13.18万 | 减仓 |
| IGLB | ISHARES TR | $83.76万 | 0.15% | 16,876 | -467 | -2.7% | -$2.32万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $83.84万 | 0.15% | 11,220 | -345 | -3.0% | -$2.58万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $88.19万 | 0.16% | 1,975 | -1,164 | -37.1% | -$51.98万 | 减仓 |
| AGG | ISHARES TR | $89.36万 | 0.16% | 9,001 | 4,476 | 98.9% | $44.44万 | 加仓 |
| META | META PLATFORMS INC | $93.26万 | 0.17% | 1,630 | -556 | -25.4% | -$31.81万 | 减仓 |
| WM | WASTE MGMT INC DEL | $93.26万 | 0.17% | 4,058 | -1,482 | -26.8% | -$34.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $93.99万 | 0.17% | 2,782 | 1,848 | 197.9% | $62.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $95.11万 | 0.18% | 24,174 | -1,680 | -6.5% | -$6.61万 | 减仓 |
| IVE | ISHARES TR | $96.75万 | 0.18% | 4,582 | 4,582 | — | $96.75万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $96.78万 | 0.18% | 28,862 | -19,713 | -40.6% | -$66.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $98.98万 | 0.18% | 1,521 | 10 | 0.7% | $6,507 | 加仓 |
| UI | UBIQUITI INC | $99.66万 | 0.18% | 1,261 | 490 | 63.6% | $38.73万 | 加仓 |
| EFA | ISHARES TR | $100.31万 | 0.18% | 10,327 | 127 | 1.2% | $1.23万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $100.37万 | 0.19% | 20,057 | 8,808 | 78.3% | $44.08万 | 加仓 |
| IBND | SPDR SERIES TRUST | $100.57万 | 0.19% | 32,357 | -1,250 | -3.7% | -$3.89万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $102.74万 | 0.19% | 3,798 | -13,152 | -77.6% | -$355.77万 | 减仓 |
| MZTI | MARZETTI COMPANY | $102.95万 | 0.19% | 7,442 | 7,442 | — | $102.95万 | 新建仓 |
| PFE | PFIZER INC | $107.19万 | 0.20% | 38,171 | -16,592 | -30.3% | -$46.59万 | 减仓 |
| FLTR | VANECK ETF TRUST | $107.19万 | 0.20% | 42,069 | 3,088 | 7.9% | $7.87万 | 加仓 |
| COR | CENCORA INC | $107.28万 | 0.20% | 3,415 | -46 | -1.3% | -$1.45万 | 重新持有 |
| MAIN | MAIN STR CAP CORP | $109.55万 | 0.20% | 20,685 | 4,813 | 30.3% | $25.49万 | 加仓 |
| ITOT | ISHARES TR | $111.00万 | 0.20% | 7,793 | -227 | -2.8% | -$3.23万 | 减仓 |
| MRK | MERCK & CO INC | $111.01万 | 0.20% | 9,228 | 4,521 | 96.0% | $54.39万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $111.12万 | 0.20% | 12,034 | 908 | 8.2% | $8.38万 | 加仓 |
| CIEN | CIENA CORP | $113.48万 | 0.21% | 2,923 | -277 | -8.7% | -$10.75万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $113.81万 | 0.21% | 8,166 | -40,404 | -83.2% | -$563.11万 | 减仓 |
| AOR | ISHARES TR | $115.08万 | 0.21% | 17,883 | -149 | -0.8% | -$9,588 | 减仓 |
| FLOT | ISHARES TR | $118.42万 | 0.22% | 23,242 | -343,989 | -93.7% | -$1,752.68万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $122.90万 | 0.23% | 20,735 | 2,209 | 11.9% | $13.09万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $124.10万 | 0.23% | 5,873 | 5,873 | — | $124.10万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $124.76万 | 0.23% | 14,929 | 3,151 | 26.8% | $26.33万 | 加仓 |
| SMH | VANECK ETF TRUST | $124.89万 | 0.23% | 3,257 | -467 | -12.5% | -$17.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $125.15万 | 0.23% | 4,137 | 1,063 | 34.6% | $32.16万 | 加仓 |
| HYS | PIMCO ETF TR | $130.48万 | 0.24% | 13,989 | 993 | 7.6% | $9.26万 | 加仓 |
| CVX | CHEVRON CORPORATION | $131.56万 | 0.24% | 6,358 | -3,232 | -33.7% | -$66.88万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $135.73万 | 0.25% | 60,058 | 8,953 | 17.5% | $20.23万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $142.58万 | 0.26% | 15,175 | 15,175 | — | $142.58万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $142.61万 | 0.26% | 18,489 | 4,555 | 32.7% | $35.13万 | 加仓 |
| — | EXXON MOBIL CORP | $143.25万 | 0.26% | 8,443 | 337 | 4.2% | $5.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $144.19万 | 0.27% | 3,009 | -1 | -0.0% | -$479 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $144.37万 | 0.27% | 19,033 | -1,139 | -5.6% | -$8.64万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $147.89万 | 0.27% | 3,788 | -9,346 | -71.2% | -$364.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $148.44万 | 0.27% | 2,456 | -1,181 | -32.5% | -$71.38万 | 减仓 |
| AOM | ISHARES TR | $151.36万 | 0.28% | 31,952 | -183 | -0.6% | -$8,669 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $152.10万 | 0.28% | 40,195 | -4,963 | -11.0% | -$18.78万 | 减仓 |
| WMT | WALMART INC | $156.19万 | 0.29% | 12,567 | -49,023 | -79.6% | -$609.29万 | 减仓 |
| CSCO | CISCO SYS INC | $163.86万 | 0.30% | 21,118 | 4,483 | 26.9% | $34.78万 | 加仓 |
| QQQI | NEOS ETF TRUST | $171.76万 | 0.32% | 34,565 | 23,586 | 214.8% | $117.20万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $177.89万 | 0.33% | 5,439 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $182.83万 | 0.34% | 71,558 | 2,212 | 3.2% | $5.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $188.86万 | 0.35% | 6,420 | -23,919 | -78.8% | -$703.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $199.03万 | 0.37% | 8,211 | 497 | 6.4% | $12.05万 | 加仓 |
| PYLD | PIMCO ETF TR | $200.75万 | 0.37% | 76,621 | 3,529 | 4.8% | $9.25万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $203.07万 | 0.37% | 8,795 | -616 | -6.5% | -$14.22万 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $211.17万 | 0.39% | 59,634 | -303 | -0.5% | -$1.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $212.53万 | 0.39% | 55,318 | 29,854 | 117.2% | $114.70万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $217.50万 | 0.40% | 52,971 | 52,971 | — | $217.50万 | 新建仓 |
| DIS | DISNEY WALT CO | $218.51万 | 0.40% | 22,671 | 4,751 | 26.5% | $45.79万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $220.86万 | 0.41% | 44,700 | -619 | -1.4% | -$3.06万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $222.88万 | 0.41% | 18,153 | 3,166 | 21.1% | $38.87万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $223.04万 | 0.41% | 52,480 | -3,372 | -6.0% | -$14.33万 | 减仓 |
| IAU | ISHARES GOLD TR | $226.21万 | 0.42% | 25,659 | 16,693 | 186.2% | $147.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $231.67万 | 0.43% | 11,388 | -21,658 | -65.5% | -$440.59万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $232.68万 | 0.43% | 36,407 | 2,833 | 8.4% | $18.11万 | 加仓 |
| EFV | ISHARES TR | $235.67万 | 0.43% | 31,697 | 31,697 | — | $235.67万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $247.00万 | 0.46% | 9,128 | 819 | 9.9% | $22.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $248.39万 | 0.46% | 49,480 | 44,075 | 815.4% | $221.26万 | 加仓 |
| MO | ALTRIA GROUP INC | $256.86万 | 0.47% | 38,924 | 5,035 | 14.9% | $33.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $258.73万 | 0.48% | 17,687 | -42,864 | -70.8% | -$627.01万 | 减仓 |
| GRNY | TIDAL TRUST I | $262.26万 | 0.48% | 109,870 | -208,064 | -65.4% | -$496.65万 | 减仓 |