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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $43.58万 | 0.07% | 3,939 | 3,939 | — | $43.58万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.67万 | 0.07% | 1,845 | 539 | 41.3% | $12.76万 | 加仓 |
| ASML | ASML HLDG NV | $43.77万 | 0.07% | 220 | -1 | -0.5% | -$1,989 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.77万 | 0.07% | 12,750 | -520 | -3.9% | -$1.83万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $46.15万 | 0.07% | 35,470 | -1,657 | -4.5% | -$2.16万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $46.33万 | 0.07% | 725 | -3,073 | -80.9% | -$196.38万 | 减仓 |
| ARKK | ARK ETF TR | $46.37万 | 0.07% | 5,737 | -579 | -9.2% | -$4.68万 | 减仓 |
| TJX | TJX COS INC NEW | $46.97万 | 0.07% | 3,100 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $48.24万 | 0.08% | 9,448 | -13,794 | -59.3% | -$70.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.76万 | 0.08% | 1,020 | -292 | -22.3% | -$13.96万 | 减仓 |
| USMV | ISHARES TR | $48.83万 | 0.08% | 5,062 | -1,438 | -22.1% | -$13.87万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $48.89万 | 0.08% | 10,747 | 3,061 | 39.8% | $13.92万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.97万 | 0.08% | 13,412 | -618 | -4.4% | -$2.35万 | 减仓 |
| QYLD | GLOBAL X FDS | $51.02万 | 0.08% | 27,684 | 8,726 | 46.0% | $16.08万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $51.53万 | 0.08% | 5,719 | 5,719 | — | $51.53万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $52.25万 | 0.08% | 1,138 | 1,138 | — | $52.25万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $52.27万 | 0.08% | 700 | 700 | — | $52.27万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $53.10万 | 0.08% | 12,858 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $53.80万 | 0.08% | 5,871 | -1,614 | -21.6% | -$14.79万 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $57.05万 | 0.09% | 40,293 | 23,443 | 139.1% | $33.20万 | 加仓 |
| TFLO | ISHARES TR | $59.95万 | 0.09% | 11,840 | 2,764 | 30.5% | $13.99万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $60.18万 | 0.09% | 10,145 | 3,888 | 62.1% | $23.06万 | 加仓 |
| MAGS | LISTED FDS TR | $60.58万 | 0.10% | 9,421 | 2,846 | 43.3% | $18.30万 | 加仓 |
| XBIL | RBB FD INC | $60.66万 | 0.10% | 12,132 | -2,764 | -18.6% | -$13.82万 | 减仓 |
| AMZN | AMAZON COM INC | $61.09万 | 0.10% | 2,563 | -284 | -10.0% | -$6.77万 | 减仓 |
| RYLD | GLOBAL X FDS | $61.33万 | 0.10% | 38,353 | 38,353 | — | $61.33万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $62.11万 | 0.10% | 13,608 | -306 | -2.2% | -$1.40万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $62.69万 | 0.10% | 6,532 | 6,532 | — | $62.69万 | 新建仓 |
| PMBS | PIMCO ETF TR | $63.72万 | 0.10% | 12,905 | 555 | 4.5% | $2.74万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $64.30万 | 0.10% | 12,106 | 5,675 | 88.2% | $30.14万 | 加仓 |
| INTC | INTEL CORP | $66.55万 | 0.10% | 4,765 | 4,765 | — | $66.55万 | 新建仓 |
| BDEC | INNOVATOR ETFS TRUST | $67.82万 | 0.11% | 12,748 | -125 | -1.0% | -$6,650 | 减仓 |
| UI | UBIQUITI INC | $68.15万 | 0.11% | 1,276 | 15 | 1.2% | $8,011 | 加仓 |
| ITA | ISHARES TR | $69.17万 | 0.11% | 2,853 | 796 | 38.7% | $19.30万 | 加仓 |
| NFLX | NETFLIX INC. | $70.53万 | 0.11% | 9,878 | -44,901 | -82.0% | -$320.59万 | 减仓 |
| CRM | SALESFORCE INC | $71.16万 | 0.11% | 4,542 | -13,289 | -74.5% | -$208.21万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $71.57万 | 0.11% | 19,469 | -20,726 | -51.6% | -$76.19万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $74.08万 | 0.12% | 4,687 | 4,687 | — | $74.08万 | 新建仓 |
| GLW | CORNING INC | $74.91万 | 0.12% | 2,932 | 236 | 8.8% | $6.03万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $75.36万 | 0.12% | 16,737 | -2 | -0.0% | -$90 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $75.53万 | 0.12% | 3,959 | 171 | 4.5% | $3.26万 | 加仓 |
| AVGO | BROADCOM INC | $76.48万 | 0.12% | 2,024 | 64 | 3.3% | $2.42万 | 加仓 |
| CORP | PIMCO ETF TR | $78.59万 | 0.12% | 8,110 | -518 | -6.0% | -$5.02万 | 减仓 |
| CTRE | CARETRUST REIT INC | $83.42万 | 0.13% | 20,673 | 3,775 | 22.3% | $15.23万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $83.51万 | 0.13% | 5,775 | 2,401 | 71.2% | $34.72万 | 加仓 |
| SNDK | SANDISK CORP | $90.95万 | 0.14% | 400 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $91.06万 | 0.14% | 4,799 | 1,424 | 42.2% | $27.02万 | 加仓 |
| GEV | GE VERNOVA INC | $91.23万 | 0.14% | 776 | 34 | 4.6% | $4.00万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $92.27万 | 0.15% | 3,097 | -2,337 | -43.0% | -$69.63万 | 减仓 |
| GOOG | ALPHABET INC | $92.40万 | 0.15% | 2,615 | 366 | 16.3% | $12.93万 | 加仓 |
| CRWV | COREWEAVE INC | $92.65万 | 0.15% | 9,308 | 4,176 | 81.4% | $41.57万 | 加仓 |
| HACK | AMPLIFY ETF TR | $93.00万 | 0.15% | 8,863 | 2,923 | 49.2% | $30.67万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $95.62万 | 0.15% | 29,910 | 1,048 | 3.6% | $3.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.58万 | 0.15% | 22,948 | -1,226 | -5.1% | -$5.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $97.96万 | 0.15% | 4,495 | 1,946 | 76.3% | $42.41万 | 加仓 |
| IWM | ISHARES TR | $98.45万 | 0.15% | 3,276 | 1,161 | 54.9% | $34.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $98.95万 | 0.16% | 12,648 | 12,648 | — | $98.95万 | 新建仓 |
| META | META PLATFORMS INC | $99.87万 | 0.16% | 1,773 | 143 | 8.8% | $8.06万 | 加仓 |
| GE | GE AEROSPACE | $99.99万 | 0.16% | 2,675 | -174 | -6.1% | -$6.50万 | 减仓 |
| ADBE | ADOBE INC | $102.18万 | 0.16% | 4,984 | -14,119 | -73.9% | -$289.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $103.80万 | 0.16% | 12,050 | 5,822 | 93.5% | $50.15万 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $104.54万 | 0.16% | 191,816 | 44,625 | 30.3% | $24.32万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $104.58万 | 0.16% | 8,917 | 3,344 | 60.0% | $39.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $105.06万 | 0.17% | 6,337 | -21 | -0.3% | -$3,481 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $105.27万 | 0.17% | 28,444 | 28,444 | — | $105.27万 | 新建仓 |
| IONQ | IONQ INC | $105.89万 | 0.17% | 19,882 | -4,329 | -17.9% | -$23.06万 | 减仓 |
| IGV | ISHARES TR | $107.77万 | 0.17% | 11,895 | 11,895 | — | $107.77万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $110.19万 | 0.17% | 24,111 | 18,981 | 370.0% | $86.74万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $110.46万 | 0.17% | 26,298 | 26,298 | — | $110.46万 | 新建仓 |
| AGG | ISHARES TR | $111.47万 | 0.18% | 11,262 | 2,261 | 25.1% | $22.38万 | 加仓 |
| WM | WASTE MGMT INC DEL | $113.80万 | 0.18% | 5,105 | 1,047 | 25.8% | $23.34万 | 加仓 |
| JNK | SPDR SERIES TRUST | $115.06万 | 0.18% | 11,939 | 11,939 | — | $115.06万 | 新建仓 |
| EFA | ISHARES TR | $116.19万 | 0.18% | 11,184 | 857 | 8.3% | $8.90万 | 加仓 |
| WDAY | WORKDAY INC | $117.05万 | 0.18% | 9,561 | 4,739 | 98.3% | $58.01万 | 加仓 |
| NOW | SERVICENOW INC | $117.28万 | 0.18% | 11,813 | 5,240 | 79.7% | $52.02万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $118.30万 | 0.19% | 7,456 | 2,584 | 53.0% | $41.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $119.25万 | 0.19% | 1,736 | -3,113 | -64.2% | -$213.84万 | 减仓 |
| QCOM | QUALCOMM INC | $119.73万 | 0.19% | 6,479 | -14,584 | -69.2% | -$269.52万 | 减仓 |
| FLTR | VANECK ETF TRUST | $120.42万 | 0.19% | 47,021 | 4,952 | 11.8% | $12.68万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $124.99万 | 0.20% | 13,421 | 1,387 | 11.5% | $12.92万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $125.86万 | 0.20% | 23,477 | 9,203 | 64.5% | $49.34万 | 加仓 |
| ITOT | ISHARES TR | $126.38万 | 0.20% | 7,693 | -100 | -1.3% | -$1.64万 | 减仓 |
| JBL | JABIL INC | $128.29万 | 0.20% | 3,328 | 3,328 | — | $128.29万 | 新建仓 |
| AOR | ISHARES TR | $130.12万 | 0.20% | 18,722 | 839 | 4.7% | $5.83万 | 加仓 |
| VVX | V2X INC | $130.64万 | 0.21% | 17,521 | 17,521 | — | $130.64万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $131.19万 | 0.21% | 39,408 | -15,910 | -28.8% | -$52.96万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $131.81万 | 0.21% | 51,957 | -8,101 | -13.5% | -$20.55万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $131.89万 | 0.21% | 18,247 | 18,247 | — | $131.89万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $132.85万 | 0.21% | 10,514 | 2,348 | 28.8% | $29.67万 | 加仓 |
| HQY | HEALTHEQUITY INC | $133.77万 | 0.21% | 14,811 | -118 | -0.8% | -$1.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $134.27万 | 0.21% | 9,156 | 852 | 10.3% | $12.49万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $134.81万 | 0.21% | 2,714 | 739 | 37.4% | $36.71万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $138.30万 | 0.22% | 7,258 | 1,901 | 35.5% | $36.22万 | 加仓 |
| IAU | ISHARES GOLD TR | $138.90万 | 0.22% | 18,395 | -7,264 | -28.3% | -$54.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $140.41万 | 0.22% | 2,756 | 300 | 12.2% | $15.28万 | 加仓 |
| HYS | PIMCO ETF TR | $142.16万 | 0.22% | 15,200 | 1,211 | 8.7% | $11.33万 | 加仓 |
| OVL | LISTED FDS TR | $142.28万 | 0.22% | 25,133 | 25,133 | — | $142.28万 | 新建仓 |
| WMT | WALMART INC | $148.99万 | 0.23% | 13,154 | 587 | 4.7% | $6.65万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.24% | 2 | 1 | 100.0% | $74.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.52万 | 0.24% | 3,008 | -1 | -0.0% | -$500 | 减仓 |