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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $153.58万 | 0.24% | 6,465 | 592 | 10.1% | $14.06万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $153.76万 | 0.24% | 13,860 | -5,173 | -27.2% | -$57.39万 | 减仓 |
| TER | TERADYNE INC | $155.17万 | 0.24% | 3,207 | 3,207 | — | $155.17万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $159.41万 | 0.25% | 16,521 | -18,973 | -53.5% | -$183.07万 | 减仓 |
| EXEL | EXELIXIS INC | $159.91万 | 0.25% | 29,389 | -58,914 | -66.7% | -$320.55万 | 减仓 |
| AOM | ISHARES TR | $161.42万 | 0.25% | 32,354 | 402 | 1.3% | $2.01万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $164.80万 | 0.26% | 56,054 | -15,504 | -21.7% | -$45.58万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $165.39万 | 0.26% | 4,889 | 752 | 18.2% | $25.44万 | 加仓 |
| ABBV | ABBVIE INC | $175.57万 | 0.28% | 6,977 | -19,281 | -73.4% | -$485.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $196.41万 | 0.31% | 61,939 | 42,432 | 217.5% | $134.55万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $202.79万 | 0.32% | 5,472 | 33 | 0.6% | $1.22万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $203.33万 | 0.32% | 4,692 | -9,412 | -66.7% | -$407.87万 | 减仓 |
| PYLD | PIMCO ETF TR | $203.53万 | 0.32% | 76,745 | 124 | 0.2% | $3,288 | 加仓 |
| AMAT | APPLIED MATLS INC | $205.99万 | 0.32% | 2,849 | -11,386 | -80.0% | -$823.22万 | 减仓 |
| SMH | VANECK ETF TRUST | $208.46万 | 0.33% | 3,178 | -79 | -2.4% | -$5.18万 | 减仓 |
| GLD | SPDR GOLD TR | $209.85万 | 0.33% | 5,696 | -6,160 | -52.0% | -$226.95万 | 减仓 |
| MRK | MERCK & CO INC | $217.90万 | 0.34% | 16,957 | 7,729 | 83.8% | $99.32万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $226.11万 | 0.36% | 58,608 | -1,026 | -1.7% | -$3.96万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $231.44万 | 0.36% | 43,934 | -766 | -1.7% | -$4.04万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $232.35万 | 0.37% | 50,632 | -1,848 | -3.5% | -$8.48万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $241.43万 | 0.38% | 56,002 | -21,751 | -28.0% | -$93.77万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $248.03万 | 0.39% | 187,543 | 187,543 | — | $248.03万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $262.10万 | 0.41% | 22,465 | 4,778 | 27.0% | $55.75万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $267.50万 | 0.42% | 39,582 | 3,175 | 8.7% | $21.46万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $268.27万 | 0.42% | 63,359 | 13,879 | 28.0% | $58.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $271.95万 | 0.43% | 8,308 | 1,888 | 29.4% | $61.80万 | 加仓 |
| SHLD | GLOBAL X FDS | $273.88万 | 0.43% | 45,868 | 8,572 | 23.0% | $51.18万 | 加仓 |
| FTI | TECHNIPFMC PLC | $279.04万 | 0.44% | 42,087 | 42,087 | — | $279.04万 | 新建仓 |
| CSCO | CISCO SYS INC | $290.01万 | 0.46% | 24,690 | 3,572 | 16.9% | $41.96万 | 加仓 |
| SHOP | SHOPIFY INC | $291.32万 | 0.46% | 25,514 | 25,514 | — | $291.32万 | 新建仓 |
| GRNY | TIDAL TRUST I | $300.68万 | 0.47% | 108,745 | -1,125 | -1.0% | -$3.11万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $303.51万 | 0.48% | 72,820 | -2,879 | -3.8% | -$12.00万 | 减仓 |
| DIS | DISNEY WALT CO | $305.06万 | 0.48% | 31,694 | 9,023 | 39.8% | $86.85万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $307.91万 | 0.48% | 19,740 | 19,740 | — | $307.91万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $308.22万 | 0.48% | 12,045 | 3,250 | 37.0% | $83.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $316.08万 | 0.50% | 11,240 | 3,029 | 36.9% | $85.18万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $317.31万 | 0.50% | 62,995 | 10,024 | 18.9% | $50.49万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $323.26万 | 0.51% | 2,800 | 18 | 0.6% | $2.08万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $334.34万 | 0.53% | 20,696 | -3,744 | -15.3% | -$60.48万 | 减仓 |
| TSLA | TESLA INC | $334.38万 | 0.53% | 7,950 | 468 | 6.3% | $19.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $334.75万 | 0.53% | 19,705 | 1,552 | 8.5% | $26.37万 | 加仓 |
| BOND | PIMCO ETF TR | $360.04万 | 0.57% | 39,045 | -1,162 | -2.9% | -$10.71万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $361.85万 | 0.57% | 105,587 | -1,454 | -1.4% | -$4.98万 | 减仓 |
| ICVT | ISHARES TR | $379.88万 | 0.60% | 31,204 | 31,204 | — | $379.88万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $382.06万 | 0.60% | 136,206 | 136,206 | — | $382.06万 | 新建仓 |
| MSFT | MICROSOFT CORP | $386.87万 | 0.61% | 10,371 | 607 | 6.2% | $22.64万 | 加仓 |
| V | VISA INC | $390.38万 | 0.61% | 11,378 | 1,680 | 17.3% | $57.64万 | 加仓 |
| QQQI | NEOS ETF TRUST | $392.16万 | 0.62% | 69,054 | 34,489 | 99.8% | $195.86万 | 加仓 |
| SHV | ISHARES TR | $402.16万 | 0.63% | 36,443 | 2,232 | 6.5% | $24.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $403.78万 | 0.63% | 6,950 | -4,438 | -39.0% | -$257.84万 | 减仓 |
| ORCL | ORACLE CORP | $405.79万 | 0.64% | 27,689 | 27,689 | — | $405.79万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $413.93万 | 0.65% | 78,515 | -7,795 | -9.0% | -$41.10万 | 减仓 |
| MO | ALTRIA GROUP INC | $426.32万 | 0.67% | 59,252 | 20,328 | 52.2% | $146.26万 | 加仓 |
| STIP | ISHARES TR | $442.36万 | 0.70% | 43,300 | 43,300 | — | $442.36万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $448.87万 | 0.71% | 6,095 | 236 | 4.0% | $17.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $453.48万 | 0.71% | 10,910 | 1,782 | 19.5% | $74.07万 | 加仓 |
| MINT | PIMCO ETF TR | $478.80万 | 0.75% | 47,495 | 2,877 | 6.4% | $29.00万 | 加仓 |
| SSO | PROSHARES TR | $491.18万 | 0.77% | 72,896 | 68,426 | 1,530.8% | $461.06万 | 加仓 |
| SPYI | NEOS ETF TRUST | $493.07万 | 0.78% | 92,873 | 30,186 | 48.2% | $160.26万 | 加仓 |
| PEP | PEPSICO INC | $498.92万 | 0.78% | 36,847 | 36,847 | — | $498.92万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $509.08万 | 0.80% | 221,775 | 15,659 | 7.6% | $35.95万 | 加仓 |
| PWR | QUANTA SVCS INC | $510.51万 | 0.80% | 7,090 | 7,090 | — | $510.51万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $536.10万 | 0.84% | 106,157 | 7,378 | 7.5% | $37.26万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $540.97万 | 0.85% | 16,157 | 16,157 | — | $540.97万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $546.96万 | 0.86% | 149,442 | 21,652 | 16.9% | $79.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $564.79万 | 0.89% | 166,901 | 34,833 | 26.4% | $117.88万 | 加仓 |
| DE | DEERE & CO | $580.86万 | 0.91% | 9,157 | 9,157 | — | $580.86万 | 新建仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $602.90万 | 0.95% | 136,931 | 4,198 | 3.2% | $18.48万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $602.94万 | 0.95% | 144,262 | 4,542 | 3.3% | $18.98万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $605.59万 | 0.95% | 107,221 | -23,803 | -18.2% | -$134.44万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $618.70万 | 0.97% | 149,372 | 5,063 | 3.5% | $20.97万 | 加仓 |
| ACWX | ISHARES TR | $621.07万 | 0.98% | 81,600 | 21,297 | 35.3% | $162.09万 | 加仓 |
| CAT | CATERPILLAR INC | $631.82万 | 0.99% | 5,933 | -978 | -14.2% | -$104.15万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $643.46万 | 1.01% | 149,502 | 5,322 | 3.7% | $22.91万 | 加仓 |
| AMGN | AMGEN INC | $647.47万 | 1.02% | 17,878 | 15,588 | 680.7% | $564.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $657.70万 | 1.03% | 7,030 | 941 | 15.5% | $88.04万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $669.22万 | 1.05% | 110,087 | 14,454 | 15.1% | $87.87万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $693.60万 | 1.09% | 132,518 | 132,518 | — | $693.60万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $695.53万 | 1.09% | 356,227 | 18,684 | 5.5% | $36.48万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $709.26万 | 1.12% | 141,035 | 141,035 | — | $709.26万 | 新建仓 |
| IVW | ISHARES TR | $740.24万 | 1.16% | 53,823 | -2,137 | -3.8% | -$29.39万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $768.62万 | 1.21% | 113,015 | -2,553 | -2.2% | -$17.36万 | 减仓 |
| LLY | ELI LILLY & CO | $769.50万 | 1.21% | 6,415 | 1,316 | 25.8% | $157.86万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $782.51万 | 1.23% | 127,319 | 1,064 | 0.8% | $6.54万 | 加仓 |
| — | ETF SER SOLUTIONS | $798.91万 | 1.26% | 186,273 | 4,528 | 2.5% | $19.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $817.33万 | 1.29% | 141,848 | 18,139 | 14.7% | $104.52万 | 加仓 |
| SYSB | ISHARES TR | $830.75万 | 1.31% | 93,640 | 93,640 | — | $830.75万 | 新建仓 |
| GOVT | ISHARES TR | $846.93万 | 1.33% | 371,787 | 371,787 | — | $846.93万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,066.68万 | 1.68% | 53,310 | 1,665 | 3.2% | $33.32万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,175.65万 | 1.85% | 395,577 | -46,910 | -10.6% | -$139.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,380.73万 | 2.17% | 18,489 | 16,968 | 1,115.6% | $1,267.14万 | 加仓 |
| IVV | ISHARES TR | $1,404.30万 | 2.21% | 18,751 | 10,942 | 140.1% | $819.47万 | 加仓 |
| AAPL | APPLE INC | $1,911.34万 | 3.01% | 66,053 | -9,938 | -13.1% | -$287.57万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $2,457.20万 | 3.86% | 796,500 | 235,168 | 41.9% | $725.49万 | 加仓 |
| SGOV | ISHARES TR | $2,938.11万 | 4.62% | 291,854 | -78,185 | -21.1% | -$787.09万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,801.97万 | 5.98% | 1,040,780 | -9,107 | -0.9% | -$33.27万 | 减仓 |