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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $124.10万 | 0.23% | 5,873 | 5,873 | — | $124.10万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $122.90万 | 0.23% | 20,735 | 2,209 | 11.9% | $13.09万 | 加仓 |
| FLOT | ISHARES TR | $118.42万 | 0.22% | 23,242 | -343,989 | -93.7% | -$1,752.68万 | 减仓 |
| AOR | ISHARES TR | $115.08万 | 0.21% | 17,883 | -149 | -0.8% | -$9,588 | 减仓 |
| GILD | GILEAD SCIENCES INC | $113.81万 | 0.21% | 8,166 | -40,404 | -83.2% | -$563.11万 | 减仓 |
| CIEN | CIENA CORP | $113.48万 | 0.21% | 2,923 | -277 | -8.7% | -$10.75万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $111.12万 | 0.20% | 12,034 | 908 | 8.2% | $8.38万 | 加仓 |
| MRK | MERCK & CO INC | $111.01万 | 0.20% | 9,228 | 4,521 | 96.0% | $54.39万 | 加仓 |
| ITOT | ISHARES TR | $111.00万 | 0.20% | 7,793 | -227 | -2.8% | -$3.23万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $109.55万 | 0.20% | 20,685 | 4,813 | 30.3% | $25.49万 | 加仓 |
| COR | CENCORA INC | $107.28万 | 0.20% | 3,415 | -46 | -1.3% | -$1.45万 | 重新持有 |
| FLTR | VANECK ETF TRUST | $107.19万 | 0.20% | 42,069 | 3,088 | 7.9% | $7.87万 | 加仓 |
| PFE | PFIZER INC | $107.19万 | 0.20% | 38,171 | -16,592 | -30.3% | -$46.59万 | 减仓 |
| MZTI | MARZETTI COMPANY | $102.95万 | 0.19% | 7,442 | 7,442 | — | $102.95万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $102.74万 | 0.19% | 3,798 | -13,152 | -77.6% | -$355.77万 | 减仓 |
| IBND | SPDR SERIES TRUST | $100.57万 | 0.19% | 32,357 | -1,250 | -3.7% | -$3.89万 | 重新持有 |
| GPIX | GOLDMAN SACHS ETF TR | $100.37万 | 0.19% | 20,057 | 8,808 | 78.3% | $44.08万 | 加仓 |
| EFA | ISHARES TR | $100.31万 | 0.18% | 10,327 | 127 | 1.2% | $1.23万 | 加仓 |
| UI | UBIQUITI INC | $99.66万 | 0.18% | 1,261 | 490 | 63.6% | $38.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $98.98万 | 0.18% | 1,521 | 10 | 0.7% | $6,507 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $96.78万 | 0.18% | 28,862 | -19,713 | -40.6% | -$66.10万 | 减仓 |
| IVE | ISHARES TR | $96.75万 | 0.18% | 4,582 | 4,582 | — | $96.75万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $95.11万 | 0.18% | 24,174 | -1,680 | -6.5% | -$6.61万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $93.99万 | 0.17% | 2,782 | 1,848 | 197.9% | $62.44万 | 加仓 |
| WM | WASTE MGMT INC DEL | $93.26万 | 0.17% | 4,058 | -1,482 | -26.8% | -$34.06万 | 减仓 |
| META | META PLATFORMS INC | $93.26万 | 0.17% | 1,630 | -556 | -25.4% | -$31.81万 | 减仓 |
| AGG | ISHARES TR | $89.36万 | 0.16% | 9,001 | 4,476 | 98.9% | $44.44万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $88.19万 | 0.16% | 1,975 | -1,164 | -37.1% | -$51.98万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $83.84万 | 0.15% | 11,220 | -345 | -3.0% | -$2.58万 | 减仓 |
| IGLB | ISHARES TR | $83.76万 | 0.15% | 16,876 | -467 | -2.7% | -$2.32万 | 减仓 |
| CORP | PIMCO ETF TR | $83.52万 | 0.15% | 8,628 | -1,361 | -13.6% | -$13.18万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $81.60万 | 0.15% | 32,904 | 3,608 | 12.3% | $8.95万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $81.30万 | 0.15% | 36,587 | -795 | -2.1% | -$1.77万 | 减仓 |
| GE | GE AEROSPACE | $80.85万 | 0.15% | 2,849 | -4 | -0.1% | -$1,135 | 减仓 |
| AMGN | AMGEN INC | $80.58万 | 0.15% | 2,290 | -793 | -25.7% | -$27.90万 | 减仓 |
| — | PIMCO STRATEGIC INCOME FD | $78.89万 | 0.15% | 147,191 | -25,326 | -14.7% | -$13.57万 | 减仓 |
| XBIL | RBB FD INC | $74.53万 | 0.14% | 14,896 | -1,633 | -9.9% | -$8.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.13% | 1 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $71.43万 | 0.13% | 4,872 | -1,673 | -25.6% | -$24.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $71.20万 | 0.13% | 5,357 | -2,771 | -34.1% | -$36.83万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $70.47万 | 0.13% | 14,274 | -312 | -2.1% | -$1.54万 | 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 |
| IONQ | IONQ INC | $69.80万 | 0.13% | 24,211 | -87 | -0.4% | -$2,508 | 减仓 |
| CLOI | VANECK ETF TRUST | $69.78万 | 0.13% | 13,240 | -6,273 | -32.1% | -$33.06万 | 减仓 |
| NOW | SERVICENOW INC | $68.72万 | 0.13% | 6,573 | 2,028 | 44.6% | $21.20万 | 加仓 |
| BIL | SPDR SERIES TRUST | $68.60万 | 0.13% | 7,485 | -573 | -7.1% | -$5.25万 | 减仓 |
| RTX | RTX CORPORATION | $65.11万 | 0.12% | 3,375 | -28,321 | -89.4% | -$546.38万 | 减仓 |
| GEV | GE VERNOVA INC | $64.80万 | 0.12% | 742 | 5 | 0.7% | $4,367 | 加仓 |
| GOOG | ALPHABET INC | $64.51万 | 0.12% | 2,249 | -17,175 | -88.4% | -$492.68万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $64.50万 | 0.12% | 14,796 | 27 | 0.2% | $1,177 | 重新持有 |
| WDAY | WORKDAY INC | $62.65万 | 0.12% | 4,822 | 4,822 | — | $62.65万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $61.93万 | 0.11% | 16,898 | -8,666 | -33.9% | -$31.76万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $61.79万 | 0.11% | 12,873 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $61.67万 | 0.11% | 37,127 | -2,520 | -6.4% | -$4.19万 | 减仓 |
| PMBS | PIMCO ETF TR | $61.26万 | 0.11% | 12,350 | 2,616 | 26.9% | $12.98万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $60.74万 | 0.11% | 5,573 | 151 | 2.8% | $1.65万 | 加仓 |
| AVGO | BROADCOM INC | $60.69万 | 0.11% | 1,960 | -12,056 | -86.0% | -$373.31万 | 减仓 |
| USMV | ISHARES TR | $60.29万 | 0.11% | 6,500 | 993 | 18.0% | $9.21万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $59.85万 | 0.11% | 19,507 | 7,576 | 63.5% | $23.24万 | 重新持有 |
| PAUG | INNOVATOR ETFS TRUST | $59.44万 | 0.11% | 13,914 | -674 | -4.6% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $59.29万 | 0.11% | 2,847 | 1,142 | 67.0% | $23.78万 | 加仓 |
| WTPI | WISDOMTREE TR | $56.08万 | 0.10% | 17,574 | 17,574 | — | $56.08万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $53.83万 | 0.10% | 5,434 | -3,840 | -41.4% | -$38.04万 | 减仓 |
| IWM | ISHARES TR | $52.45万 | 0.10% | 2,115 | -1,296 | -38.0% | -$32.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.65万 | 0.10% | 14,030 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $51.35万 | 0.09% | 12,858 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $50.01万 | 0.09% | 2,549 | 308 | 13.7% | $6.04万 | 加仓 |
| TJX | TJX COS INC NEW | $49.51万 | 0.09% | 3,100 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $45.95万 | 0.08% | 9,076 | -72,198 | -88.8% | -$365.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.36万 | 0.08% | 1,038 | 154 | 17.4% | $6.73万 | 加仓 |
| ITA | ISHARES TR | $45.01万 | 0.08% | 2,057 | -1,543 | -42.9% | -$33.76万 | 减仓 |
| HACK | AMPLIFY ETF TR | $44.60万 | 0.08% | 5,940 | -7,283 | -55.1% | -$54.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.37万 | 0.08% | 1,312 | 386 | 41.7% | $13.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.28万 | 0.08% | 13,270 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $42.69万 | 0.08% | 6,316 | -1,674 | -21.0% | -$11.31万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $42.61万 | 0.08% | 10,615 | 2,610 | 32.6% | $10.48万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.33万 | 0.08% | 15,312 | 5,040 | 49.1% | $13.93万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $40.03万 | 0.07% | 3,374 | -2 | -0.1% | -$237 | 减仓 |
| CRWV | COREWEAVE INC | $39.76万 | 0.07% | 5,132 | -2,915 | -36.2% | -$22.58万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.40万 | 0.07% | 6,431 | -5,013 | -43.8% | -$30.71万 | 减仓 |
| GOOGL | ALPHABET INC | $38.92万 | 0.07% | 1,353 | 317 | 30.6% | $9.12万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $38.32万 | 0.07% | 5,006 | 374 | 8.1% | $2.86万 | 加仓 |
| MAGS | LISTED FDS TR | $38.10万 | 0.07% | 6,575 | -4,878 | -42.6% | -$28.27万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $37.56万 | 0.07% | 9,436 | -705 | -7.0% | -$2.81万 | 减仓 |
| PHYL | PGIM ETF TR | $37.51万 | 0.07% | 10,831 | -571 | -5.0% | -$1.98万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $37.35万 | 0.07% | 8,139 | 712 | 9.6% | $3.27万 | 加仓 |
| DGRO | ISHARES TR | $36.67万 | 0.07% | 5,225 | 5,225 | — | $36.67万 | 新建仓 |
| GLW | CORNING INC | $36.67万 | 0.07% | 2,696 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $35.07万 | 0.06% | 1,773 | -1,524 | -46.2% | -$30.14万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $35.06万 | 0.06% | 7,686 | 2,524 | 48.9% | $11.51万 | 加仓 |
| AOA | ISHARES TR | $34.55万 | 0.06% | 3,904 | 182 | 4.9% | $1.61万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $33.57万 | 0.06% | 4,095 | -9 | -0.2% | -$738 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $33.23万 | 0.06% | 6,016 | 6,016 | — | $33.23万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $32.53万 | 0.06% | 1,013 | 249 | 32.6% | $8.00万 | 加仓 |
| QYLD | GLOBAL X FDS | $32.51万 | 0.06% | 18,958 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $32.47万 | 0.06% | 3,758 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $32.36万 | 0.06% | 20,440 | -584 | -2.8% | -$9,245 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $32.00万 | 0.06% | 1,538 | -17,321 | -91.8% | -$360.43万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.69万 | 0.06% | 9,702 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $30.97万 | 0.06% | 6,257 | 6,257 | — | $30.97万 | 新建仓 |