Milestone Investment Advisors LLC
MIDDLETON WI · SEC CIK 0001967018
$4.14亿2026Q1 申报市值
139持仓数
46.5%前十大占比 · 第一大 9.6%
9 / 3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
VO 加仓+$150.85万
AVDE 加仓+$143.73万
SMMU 加仓+$111.18万
VXUS 加仓+$82.66万
VYM 加仓+$74.91万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$47.54万
XMHQ 减仓-$27.30万
SCHX 减仓-$26.27万
SPGP 减仓-$25.53万
JSCP 减仓-$24.94万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -100 | -100.0% | -$6.14万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -224 | -100.0% | -$1.40万 | 清仓 |
| OMFS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -135 | -100.0% | -$6,004 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $2,561 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA ETF TR | $3,169 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,958 | 0.00% | 103 | -86 | -45.5% | -$3,305 | 减仓 |
| GDX | VANECK ETF TRUST | $4,497 | 0.00% | 49 | 49 | — | $4,497 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $4,827 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $5,008 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $5,062 | 0.00% | 57 | 7 | 14.0% | $622 | 加仓 |
| XJH | ISHARES TR | $5,445 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $6,513 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $7,720 | 0.00% | 400 | 400 | — | $7,720 | 新建仓 |
| IVES | WEDBUSH SER TR | $9,504 | 0.00% | 335 | 335 | — | $9,504 | 新建仓 |
| GRNY | TIDAL TRUST I | $1.01万 | 0.00% | 425 | 425 | — | $1.01万 | 新建仓 |
| IWD | ISHARES TR | $1.28万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $1.37万 | 0.00% | 291 | 291 | — | $1.37万 | 新建仓 |
| GLD | SPDR GOLD TR | $1.38万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.39万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.44万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LCTD | BLACKROCK ETF TRUST | $1.53万 | 0.00% | 276 | -25 | -8.3% | -$1,383 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.03万 | 0.00% | 34 | -3 | -8.1% | -$1,793 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $2.34万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $3.13万 | 0.01% | 620 | 620 | — | $3.13万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $3.45万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.54万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $3.57万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $3.82万 | 0.01% | 518 | 518 | — | $3.82万 | 新建仓 |
| — | NUSHARES ETF TR | $3.90万 | 0.01% | 1,166 | 1,166 | — | $3.90万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $4.16万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $5.46万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $6.02万 | 0.01% | 1,313 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $6.12万 | 0.01% | 608 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $6.45万 | 0.02% | 1,431 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $6.56万 | 0.02% | 2,072 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $6.94万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $8.86万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $8.93万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9.45万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $10.49万 | 0.03% | 3,257 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.70万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $10.91万 | 0.03% | 940 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.25万 | 0.03% | 173 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $11.73万 | 0.03% | 388 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $12.17万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $12.77万 | 0.03% | 2,025 | 1,008 | 99.1% | $6.36万 | 加仓 |
| IWF | ISHARES TR | $13.26万 | 0.03% | 311 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $13.60万 | 0.03% | 1,495 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $14.35万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $16.92万 | 0.04% | 1,321 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $17.61万 | 0.04% | 2,335 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $17.64万 | 0.04% | 3,380 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $17.78万 | 0.04% | 2,830 | -160 | -5.4% | -$1.01万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $19.01万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $19.18万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TCW ETF TRUST | $19.39万 | 0.05% | 7,051 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $21.91万 | 0.05% | 4,805 | 2,454 | 104.4% | $11.19万 | 加仓 |
| — | ISHARES TR | $22.11万 | 0.05% | 4,775 | -217 | -4.3% | -$1.00万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $23.13万 | 0.06% | 3,224 | -67 | -2.0% | -$4,806 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $23.72万 | 0.06% | 9,522 | 5,182 | 119.4% | $12.91万 | 加仓 |
| — | PIMCO EQUITY SER | $24.78万 | 0.06% | 5,956 | 3 | 0.1% | $125 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $25.70万 | 0.06% | 5,253 | -160 | -3.0% | -$7,829 | 减仓 |
| — | FLEXSHARES TR | $26.75万 | 0.06% | 1,763 | -20 | -1.1% | -$3,035 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.93万 | 0.07% | 1,252 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $29.68万 | 0.07% | 1,366 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $31.58万 | 0.08% | 4,247 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $31.70万 | 0.08% | 5,743 | -9 | -0.2% | -$497 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $32.27万 | 0.08% | 4,116 | 510 | 14.1% | $4.00万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $34.46万 | 0.08% | 1,350 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $36.18万 | 0.09% | 1,758 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $36.71万 | 0.09% | 2,596 | 1 | 0.0% | $141 | 加仓 |
| MEAR | ISHARES U S ETF TR | $37.16万 | 0.09% | 7,382 | 159 | 2.2% | $8,004 | 加仓 |
| — | FLEXSHARES TR | $38.68万 | 0.09% | 1,935 | -122 | -5.9% | -$2.44万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $44.42万 | 0.11% | 5,907 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $46.07万 | 0.11% | 4,825 | -450 | -8.5% | -$4.30万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $47.04万 | 0.11% | 1,828 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $48.45万 | 0.12% | 3,305 | 2,300 | 228.9% | $33.72万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $49.20万 | 0.12% | 18,069 | -832 | -4.4% | -$2.27万 | 减仓 |
| ESGD | ISHARES TR | $51.63万 | 0.12% | 5,400 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $53.76万 | 0.13% | 8,412 | 372 | 4.6% | $2.38万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $54.48万 | 0.13% | 10,898 | 295 | 2.8% | $1.47万 | 加仓 |
| DSI | ISHARES TR | $56.89万 | 0.14% | 4,694 | 224 | 5.0% | $2.71万 | 加仓 |
| EUSB | ISHARES TR | $57.08万 | 0.14% | 13,122 | -148 | -1.1% | -$6,438 | 减仓 |
| VB | VANGUARD INDEX FDS | $59.48万 | 0.14% | 2,271 | 8 | 0.4% | $2,095 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $66.10万 | 0.16% | 13,388 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $66.81万 | 0.16% | 21,904 | 0 | 0.0% | — | 不变 |
| — | IMPAX FUNDS SERIES TRUST I | $72.76万 | 0.18% | 28,370 | 28,370 | — | $72.76万 | 新建仓 |
| AIQ | GLOBAL X FDS | $77.47万 | 0.19% | 16,600 | 2,375 | 16.7% | $11.08万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $81.27万 | 0.20% | 7,239 | 206 | 2.9% | $2.31万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $83.03万 | 0.20% | 30,527 | -2,217 | -6.8% | -$6.03万 | 减仓 |
| EFG | ISHARES TR | $90.37万 | 0.22% | 8,114 | 85 | 1.1% | $9,466 | 加仓 |
| NULV | NUSHARES ETF TR | $90.58万 | 0.22% | 19,908 | 7,774 | 64.1% | $35.37万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $122.38万 | 0.30% | 45,075 | 25,399 | 129.1% | $68.96万 | 加仓 |
| IBB | ISHARES TR | $123.89万 | 0.30% | 7,337 | 150 | 2.1% | $2.53万 | 加仓 |
| IJR | ISHARES TR | $131.61万 | 0.32% | 10,587 | -761 | -6.7% | -$9.46万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $141.02万 | 0.34% | 7,918 | -280 | -3.4% | -$4.99万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $158.11万 | 0.38% | 54,372 | -327 | -0.6% | -$9,509 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $160.19万 | 0.39% | 26,645 | -1,047 | -3.8% | -$6.29万 | 减仓 |
| SUSA | ISHARES TR | $173.68万 | 0.42% | 13,147 | 34 | 0.3% | $4,492 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $180.57万 | 0.44% | 28,179 | 1,515 | 5.7% | $9.71万 | 加仓 |