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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $0 | 0.00% | 0 | -23,903 | -100.0% | -$385.64万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -37,432 | -100.0% | -$199.77万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -7,149 | -100.0% | -$178.95万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -3,137 | -100.0% | -$176.19万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -20,773 | -100.0% | -$121.27万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -45,942 | -100.0% | -$111.41万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -10,867 | -100.0% | -$109.64万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -10,562 | -100.0% | -$104.62万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -10,034 | -100.0% | -$102.02万 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -56,075 | -100.0% | -$99.81万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -12,241 | -100.0% | -$85.10万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -8,330 | -100.0% | -$69.14万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -10,298 | -100.0% | -$66.34万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -17,770 | -100.0% | -$61.65万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -467 | -100.0% | -$56.75万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -14,094 | -100.0% | -$41.25万 | 清仓 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | -10,865 | -100.0% | -$38.04万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -3,036 | -100.0% | -$34.34万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,242 | -100.0% | -$22.83万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -250 | -100.0% | -$21.98万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -609 | -100.0% | -$20.89万 | 清仓 |
| BB | BLACKBERRY LTD | $0 | 0.00% | 0 | -12,133 | -100.0% | -$4.60万 | 清仓 |
| ACH | ACCENDRA HEALTH INC | $2.74万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $6.57万 | 0.01% | 29,084 | 29,084 | — | $6.57万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $7.22万 | 0.01% | 19,722 | -53,985 | -73.2% | -$19.76万 | 重新持有 |
| DNN | DENISON MINES CORP | $7.30万 | 0.01% | 20,675 | 20,675 | — | $7.30万 | 新建仓 |
| IHS | IHS HOLDING LIMITED | $17.28万 | 0.03% | 21,000 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $20.34万 | 0.04% | 10,281 | 2,096 | 25.6% | $4.15万 | 加仓 |
| MPC | MARATHON PETE CORP | $20.39万 | 0.04% | 835 | 835 | — | $20.39万 | 新建仓 |
| TSLL | DIREXION SHARES ETF TRUST | $20.47万 | 0.04% | 16,850 | 16,850 | — | $20.47万 | 新建仓 |
| IBTH | ISHARES TR | $20.64万 | 0.04% | 9,203 | 9,203 | — | $20.64万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.79万 | 0.04% | 8,140 | 41 | 0.5% | $1,047 | 加仓 |
| DTCR | GLOBAL X FDS | $21.16万 | 0.04% | 8,833 | 8,833 | — | $21.16万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $21.74万 | 0.04% | 2,026 | 2,026 | — | $21.74万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.90万 | 0.04% | 6,733 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $22.17万 | 0.04% | 5,353 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $22.28万 | 0.04% | 5,606 | -99 | -1.7% | -$3,934 | 减仓 |
| HD | HOME DEPOT INC | $22.29万 | 0.04% | 677 | 145 | 27.3% | $4.77万 | 重新持有 |
| VIGI | VANGUARD WHITEHALL FDS | $22.47万 | 0.04% | 2,540 | 2,540 | — | $22.47万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $23.01万 | 0.04% | 5,738 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $23.01万 | 0.04% | 5,130 | 5,130 | — | $23.01万 | 新建仓 |
| SSO | PROSHARES TR | $23.19万 | 0.04% | 4,470 | -795 | -15.1% | -$4.12万 | 减仓 |
| MSTR | STRATEGY INC | $23.31万 | 0.04% | 1,868 | 267 | 16.7% | $3.33万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $24.38万 | 0.04% | 679 | 3 | 0.4% | $1,077 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $25.27万 | 0.05% | 6,962 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $25.41万 | 0.05% | 400 | 400 | — | $25.41万 | 新建仓 |
| IYR | ISHARES TR | $25.62万 | 0.05% | 2,708 | -81 | -2.9% | -$7,662 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $26.24万 | 0.05% | 1,687 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $26.29万 | 0.05% | 5,261 | 2,326 | 79.3% | $11.62万 | 重新持有 |
| VAL | VALARIS LTD | $26.47万 | 0.05% | 2,700 | 2,700 | — | $26.47万 | 新建仓 |
| MUNI | PIMCO ETF TR | $28.04万 | 0.05% | 5,372 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.09万 | 0.05% | 1,306 | 158 | 13.8% | $3.40万 | 加仓 |
| DGRW | WISDOMTREE TR | $28.75万 | 0.05% | 3,272 | 3,272 | — | $28.75万 | 新建仓 |
| ASML | ASML HLDG NV | $29.19万 | 0.05% | 221 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $29.40万 | 0.05% | 1,477 | 4 | 0.3% | $796 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.82万 | 0.05% | 9,836 | 1,778 | 22.1% | $5.39万 | 加仓 |
| — | CARIBOU BIOSCIENCES INC | $30.79万 | 0.06% | 162,076 | -69,723 | -30.1% | -$13.25万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $30.97万 | 0.06% | 6,257 | 6,257 | — | $30.97万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.69万 | 0.06% | 9,702 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.00万 | 0.06% | 1,538 | -17,321 | -91.8% | -$360.43万 | 重新持有 |
| — | ISHARES ETHEREUM TR | $32.36万 | 0.06% | 20,440 | -584 | -2.8% | -$9,245 | 减仓 |
| STN | STANTEC INC | $32.47万 | 0.06% | 3,758 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $32.51万 | 0.06% | 18,958 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $32.53万 | 0.06% | 1,013 | 249 | 32.6% | $8.00万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $33.23万 | 0.06% | 6,016 | 6,016 | — | $33.23万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $33.57万 | 0.06% | 4,095 | -9 | -0.2% | -$738 | 减仓 |
| AOA | ISHARES TR | $34.55万 | 0.06% | 3,904 | 182 | 4.9% | $1.61万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $35.06万 | 0.06% | 7,686 | 2,524 | 48.9% | $11.51万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $35.07万 | 0.06% | 1,773 | -1,524 | -46.2% | -$30.14万 | 减仓 |
| GLW | CORNING INC | $36.67万 | 0.07% | 2,696 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $36.67万 | 0.07% | 5,225 | 5,225 | — | $36.67万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $37.35万 | 0.07% | 8,139 | 712 | 9.6% | $3.27万 | 加仓 |
| PHYL | PGIM ETF TR | $37.51万 | 0.07% | 10,831 | -571 | -5.0% | -$1.98万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $37.56万 | 0.07% | 9,436 | -705 | -7.0% | -$2.81万 | 减仓 |
| MAGS | LISTED FDS TR | $38.10万 | 0.07% | 6,575 | -4,878 | -42.6% | -$28.27万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $38.32万 | 0.07% | 5,006 | 374 | 8.1% | $2.86万 | 加仓 |
| GOOGL | ALPHABET INC | $38.92万 | 0.07% | 1,353 | 317 | 30.6% | $9.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $39.40万 | 0.07% | 6,431 | -5,013 | -43.8% | -$30.71万 | 减仓 |
| CRWV | COREWEAVE INC | $39.76万 | 0.07% | 5,132 | -2,915 | -36.2% | -$22.58万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $40.03万 | 0.07% | 3,374 | -2 | -0.1% | -$237 | 减仓 |
| — | INNOVATOR ETFS TRUST | $42.33万 | 0.08% | 15,312 | 5,040 | 49.1% | $13.93万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $42.61万 | 0.08% | 10,615 | 2,610 | 32.6% | $10.48万 | 加仓 |
| ARKK | ARK ETF TR | $42.69万 | 0.08% | 6,316 | -1,674 | -21.0% | -$11.31万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.28万 | 0.08% | 13,270 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.37万 | 0.08% | 1,312 | 386 | 41.7% | $13.05万 | 加仓 |
| HACK | AMPLIFY ETF TR | $44.60万 | 0.08% | 5,940 | -7,283 | -55.1% | -$54.69万 | 减仓 |
| ITA | ISHARES TR | $45.01万 | 0.08% | 2,057 | -1,543 | -42.9% | -$33.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.36万 | 0.08% | 1,038 | 154 | 17.4% | $6.73万 | 加仓 |
| TFLO | ISHARES TR | $45.95万 | 0.08% | 9,076 | -72,198 | -88.8% | -$365.54万 | 减仓 |
| TJX | TJX COS INC NEW | $49.51万 | 0.09% | 3,100 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $50.01万 | 0.09% | 2,549 | 308 | 13.7% | $6.04万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $51.35万 | 0.09% | 12,858 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $51.65万 | 0.10% | 14,030 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $52.45万 | 0.10% | 2,115 | -1,296 | -38.0% | -$32.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $53.83万 | 0.10% | 5,434 | -3,840 | -41.4% | -$38.04万 | 减仓 |
| WTPI | WISDOMTREE TR | $56.08万 | 0.10% | 17,574 | 17,574 | — | $56.08万 | 新建仓 |
| AMZN | AMAZON COM INC | $59.29万 | 0.11% | 2,847 | 1,142 | 67.0% | $23.78万 | 加仓 |