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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $3,724.81万 | 6.87% | 370,039 | 202,666 | 121.1% | $2,040.04万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,545.47万 | 6.54% | 1,049,887 | 34,827 | 3.4% | $117.61万 | 加仓 |
| PULS | PGIM ETF TR | $2,043.64万 | 3.77% | 412,856 | -32,057 | -7.2% | -$158.68万 | 减仓 |
| AAPL | APPLE INC | $1,928.59万 | 3.55% | 75,991 | -2,796 | -3.5% | -$70.96万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $1,727.78万 | 3.18% | 561,332 | -207,597 | -27.0% | -$638.98万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,238.96万 | 2.28% | 442,487 | -3,393 | -0.8% | -$9.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $900.71万 | 1.66% | 51,645 | -34,899 | -40.3% | -$608.65万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $750.30万 | 1.38% | 123,709 | 81,984 | 196.5% | $497.23万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $742.64万 | 1.37% | 131,024 | 4,512 | 3.6% | $25.57万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $700.97万 | 1.29% | 126,255 | 4,970 | 4.1% | $27.59万 | 加仓 |
| — | ETF SER SOLUTIONS | $696.08万 | 1.28% | 181,745 | -140,563 | -43.6% | -$538.36万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $672.38万 | 1.24% | 115,568 | 115,568 | — | $672.38万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $659.22万 | 1.22% | 337,543 | 45,076 | 15.4% | $88.03万 | 加仓 |
| IVW | ISHARES TR | $632.97万 | 1.17% | 55,960 | 55,960 | — | $632.97万 | 新建仓 |
| IEF | ISHARES TR | $627.69万 | 1.16% | 65,767 | 63,615 | 2,956.1% | $607.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $606.82万 | 1.12% | 6,089 | 4,046 | 198.0% | $403.22万 | 加仓 |
| IUSB | ISHARES TR | $605.41万 | 1.12% | 131,069 | 131,069 | — | $605.41万 | 新建仓 |
| IAGG | ISHARES TR | $594.97万 | 1.10% | 118,899 | 118,899 | — | $594.97万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $592.01万 | 1.09% | 144,180 | 7,561 | 5.5% | $31.05万 | 加仓 |
| ABBV | ABBVIE INC | $571.10万 | 1.05% | 26,258 | 257 | 1.0% | $5.59万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $558.58万 | 1.03% | 144,309 | 9,655 | 7.2% | $37.37万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $545.40万 | 1.01% | 132,733 | 8,307 | 6.7% | $34.13万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $544.04万 | 1.00% | 139,720 | 8,342 | 6.3% | $32.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $541.09万 | 1.00% | 95,633 | 95,633 | — | $541.09万 | 新建仓 |
| NFLX | NETFLIX INC. | $526.70万 | 0.97% | 54,779 | 48,233 | 736.8% | $463.76万 | 加仓 |
| GLD | SPDR GOLD TR | $510.18万 | 0.94% | 11,856 | 6,461 | 119.8% | $278.03万 | 加仓 |
| IVV | ISHARES TR | $510.15万 | 0.94% | 7,809 | 6,731 | 624.4% | $439.73万 | 加仓 |
| CAT | CATERPILLAR INC | $489.63万 | 0.90% | 6,911 | 3,821 | 123.7% | $270.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $486.56万 | 0.90% | 14,235 | 11,188 | 367.2% | $382.41万 | 重新持有 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $481.15万 | 0.89% | 98,779 | 2,924 | 3.1% | $14.24万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $477.67万 | 0.88% | 206,116 | 37,440 | 22.2% | $86.77万 | 加仓 |
| LLY | ELI LILLY & CO | $469.08万 | 0.86% | 5,099 | 4,342 | 573.6% | $399.44万 | 加仓 |
| ADBE | ADOBE INC | $464.36万 | 0.86% | 19,103 | 11,625 | 155.5% | $282.58万 | 加仓 |
| MINT | PIMCO ETF TR | $448.73万 | 0.83% | 44,618 | 3,194 | 7.7% | $32.12万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $446.16万 | 0.82% | 62,027 | 62,027 | — | $446.16万 | 新建仓 |
| ACWX | ISHARES TR | $412.90万 | 0.76% | 60,303 | 60,303 | — | $412.90万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $410.88万 | 0.76% | 127,790 | 127,790 | — | $410.88万 | 新建仓 |
| TLT | ISHARES TR | $407.47万 | 0.75% | 47,003 | 34,981 | 291.0% | $303.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $384.72万 | 0.71% | 132,068 | 15,350 | 13.2% | $44.71万 | 加仓 |
| EXEL | EXELIXIS INC | $378.73万 | 0.70% | 88,303 | 56,626 | 178.8% | $242.87万 | 加仓 |
| SHV | ISHARES TR | $377.66万 | 0.70% | 34,211 | 1,646 | 5.1% | $18.17万 | 加仓 |
| BOND | PIMCO ETF TR | $371.04万 | 0.68% | 40,207 | -81 | -0.2% | -$7,475 | 减仓 |
| MSFT | MICROSOFT CORP | $361.47万 | 0.67% | 9,764 | -13,333 | -57.7% | -$493.60万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $358.21万 | 0.66% | 107,041 | -1,470 | -1.4% | -$4.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $338.19万 | 0.62% | 5,859 | -14,689 | -71.5% | -$847.88万 | 减仓 |
| CRM | SALESFORCE INC | $332.86万 | 0.61% | 17,831 | 15,082 | 548.6% | $281.54万 | 加仓 |
| SPYI | NEOS ETF TRUST | $309.49万 | 0.57% | 62,687 | 20,129 | 47.3% | $99.38万 | 加仓 |
| QUAL | ISHARES TR | $302.11万 | 0.56% | 15,750 | 5,100 | 47.9% | $97.83万 | 加仓 |
| COPX | GLOBAL X FDS | $301.56万 | 0.56% | 39,497 | 39,497 | — | $301.56万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $301.35万 | 0.56% | 14,104 | -1,942 | -12.1% | -$41.49万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $294.01万 | 0.54% | 75,699 | -5,526 | -6.8% | -$21.46万 | 减仓 |
| V | VISA INC | $293.14万 | 0.54% | 9,698 | 1,633 | 20.2% | $49.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $289.80万 | 0.53% | 4,849 | -12,138 | -71.5% | -$725.43万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $286.01万 | 0.53% | 35,494 | 35,494 | — | $286.01万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $284.39万 | 0.52% | 86,310 | 86,310 | — | $284.39万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $281.62万 | 0.52% | 77,753 | 77,753 | — | $281.62万 | 新建仓 |
| TSLA | TESLA INC | $278.14万 | 0.51% | 7,482 | -657 | -8.1% | -$24.42万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $274.01万 | 0.51% | 24,440 | 24,440 | — | $274.01万 | 新建仓 |
| QCOM | QUALCOMM INC | $271.25万 | 0.50% | 21,063 | 17,313 | 461.7% | $222.96万 | 加仓 |
| SHLD | GLOBAL X FDS | $264.20万 | 0.49% | 37,296 | 37,296 | — | $264.20万 | 新建仓 |
| GRNY | TIDAL TRUST I | $262.26万 | 0.48% | 109,870 | -208,064 | -65.4% | -$496.65万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $258.73万 | 0.48% | 17,687 | -42,864 | -70.8% | -$627.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $256.86万 | 0.47% | 38,924 | 5,035 | 14.9% | $33.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $248.39万 | 0.46% | 49,480 | 44,075 | 815.4% | $221.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $247.00万 | 0.46% | 9,128 | 819 | 9.9% | $22.16万 | 加仓 |
| EFV | ISHARES TR | $235.67万 | 0.43% | 31,697 | 31,697 | — | $235.67万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $232.68万 | 0.43% | 36,407 | 2,833 | 8.4% | $18.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $231.67万 | 0.43% | 11,388 | -21,658 | -65.5% | -$440.59万 | 减仓 |
| IAU | ISHARES GOLD TR | $226.21万 | 0.42% | 25,659 | 16,693 | 186.2% | $147.17万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $223.04万 | 0.41% | 52,480 | -3,372 | -6.0% | -$14.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $222.88万 | 0.41% | 18,153 | 3,166 | 21.1% | $38.87万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $220.86万 | 0.41% | 44,700 | -619 | -1.4% | -$3.06万 | 减仓 |
| DIS | DISNEY WALT CO | $218.51万 | 0.40% | 22,671 | 4,751 | 26.5% | $45.79万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $217.50万 | 0.40% | 52,971 | 52,971 | — | $217.50万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $212.53万 | 0.39% | 55,318 | 29,854 | 117.2% | $114.70万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $211.17万 | 0.39% | 59,634 | -303 | -0.5% | -$1.07万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $203.07万 | 0.37% | 8,795 | -616 | -6.5% | -$14.22万 | 重新持有 |
| PYLD | PIMCO ETF TR | $200.75万 | 0.37% | 76,621 | 3,529 | 4.8% | $9.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $199.03万 | 0.37% | 8,211 | 497 | 6.4% | $12.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $188.86万 | 0.35% | 6,420 | -23,919 | -78.8% | -$703.64万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $182.83万 | 0.34% | 71,558 | 2,212 | 3.2% | $5.65万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $177.89万 | 0.33% | 5,439 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $171.76万 | 0.32% | 34,565 | 23,586 | 214.8% | $117.20万 | 加仓 |
| CSCO | CISCO SYS INC | $163.86万 | 0.30% | 21,118 | 4,483 | 26.9% | $34.78万 | 加仓 |
| WMT | WALMART INC | $156.19万 | 0.29% | 12,567 | -49,023 | -79.6% | -$609.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $152.10万 | 0.28% | 40,195 | -4,963 | -11.0% | -$18.78万 | 减仓 |
| AOM | ISHARES TR | $151.36万 | 0.28% | 31,952 | -183 | -0.6% | -$8,669 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $148.44万 | 0.27% | 2,456 | -1,181 | -32.5% | -$71.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $147.89万 | 0.27% | 3,788 | -9,346 | -71.2% | -$364.88万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $144.37万 | 0.27% | 19,033 | -1,139 | -5.6% | -$8.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $144.19万 | 0.27% | 3,009 | -1 | -0.0% | -$479 | 减仓 |
| — | EXXON MOBIL CORP | $143.25万 | 0.26% | 8,443 | 337 | 4.2% | $5.72万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $142.61万 | 0.26% | 18,489 | 4,555 | 32.7% | $35.13万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $142.58万 | 0.26% | 15,175 | 15,175 | — | $142.58万 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $135.73万 | 0.25% | 60,058 | 8,953 | 17.5% | $20.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $131.56万 | 0.24% | 6,358 | -3,232 | -33.7% | -$66.88万 | 减仓 |
| HYS | PIMCO ETF TR | $130.48万 | 0.24% | 13,989 | 993 | 7.6% | $9.26万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $125.15万 | 0.23% | 4,137 | 1,063 | 34.6% | $32.16万 | 加仓 |
| SMH | VANECK ETF TRUST | $124.89万 | 0.23% | 3,257 | -467 | -12.5% | -$17.91万 | 减仓 |
| HQY | HEALTHEQUITY INC | $124.76万 | 0.23% | 14,929 | 3,151 | 26.8% | $26.33万 | 加仓 |