Milestone Investment Advisors LLC
MIDDLETON WI · SEC CIK 0001967018
$4.63亿2026Q2 申报市值
141持仓数
47.5%前十大占比 · 第一大 10.4%
8 / 6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
FBCG 加仓+$84.00万
VO 加仓+$81.30万
FBND 加仓+$73.09万
SPHQ 加仓+$52.94万
FESM 加仓+$47.86万
2026Q2 卖出最多 按季末市值估算
JCPB 减仓-$148.47万
SCHG 减仓-$61.69万
LRGE 清仓-$44.42万
IWY 减仓-$40.22万
SCHD 减仓-$24.41万
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 |
|---|---|---|---|---|---|---|---|---|
| LRGE | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -5,907 | -100.0% | -$44.42万 | 清仓 |
| — | TCW ETF TRUST | $0 | 0.00% | 0 | -7,051 | -100.0% | -$19.39万 | 清仓 |
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | -1,166 | -100.0% | -$3.90万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -400 | -100.0% | -$7,720 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -57 | -100.0% | -$5,062 | 清仓 |
| — | CAMBRIA ETF TR | $0 | 0.00% | 0 | -620 | -100.0% | -$3,169 | 清仓 |
| WTV | WISDOMTREE TR | $1,323 | 0.00% | 13 | 13 | — | $1,323 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $2,951 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,429 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $3,698 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,242 | 0.00% | 14 | 14 | — | $4,242 | 新建仓 |
| IEFA | ISHARES TR | $4,829 | 0.00% | 50 | 50 | — | $4,829 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $4,998 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $5,572 | 0.00% | 91 | 91 | — | $5,572 | 新建仓 |
| — | ARK ETF TR | $5,651 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $6,258 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $6,548 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.02万 | 0.00% | 222 | 222 | — | $1.02万 | 新建仓 |
| GRNY | TIDAL TRUST I | $1.18万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.18万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $1.28万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $1.45万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.53万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| LCTD | BLACKROCK ETF TRUST | $1.62万 | 0.00% | 281 | 5 | 1.8% | $288 | 加仓 |
| IWN | ISHARES TR | $1.67万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2.34万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TRUST | $2.50万 | 0.01% | 328 | 328 | — | $2.50万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $2.67万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3.42万 | 0.01% | 612 | 321 | 110.3% | $1.80万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.78万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $3.86万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $3.86万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.82万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $6.20万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $6.95万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $7.12万 | 0.02% | 2,072 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $7.15万 | 0.02% | 608 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $7.32万 | 0.02% | 1,313 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $7.46万 | 0.02% | 1,431 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $9.88万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $10.77万 | 0.02% | 940 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $10.82万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $11.11万 | 0.02% | 3,257 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $11.45万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $12.29万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $12.49万 | 0.03% | 3,800 | 3,800 | — | $12.49万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $12.92万 | 0.03% | 173 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $14.11万 | 0.03% | 1,767 | 1,249 | 241.1% | $9.97万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $14.19万 | 0.03% | 388 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $14.24万 | 0.03% | 2,666 | 2,046 | 330.0% | $10.93万 | 加仓 |
| IVW | ISHARES TR | $14.80万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $15.83万 | 0.03% | 1,275 | 31 | 2.5% | $3,849 | 加仓 |
| EFIV | SPDR SERIES TRUST | $16.04万 | 0.03% | 2,200 | 175 | 8.6% | $1.28万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $17.56万 | 0.04% | 2,798 | -32 | -1.1% | -$2,008 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $17.70万 | 0.04% | 5,370 | 5,370 | — | $17.70万 | 新建仓 |
| MUNI | PIMCO ETF TR | $17.78万 | 0.04% | 3,380 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $18.02万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $19.34万 | 0.04% | 1,321 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $19.71万 | 0.04% | 2,330 | -5 | -0.2% | -$423 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $21.61万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $21.84万 | 0.05% | 4,676 | -99 | -2.1% | -$4,625 | 减仓 |
| QUAL | ISHARES TR | $21.94万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $22.08万 | 0.05% | 4,805 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $23.23万 | 0.05% | 9,421 | -101 | -1.1% | -$2,491 | 减仓 |
| VSGX | VANGUARD WORLD FD | $26.51万 | 0.06% | 3,220 | -4 | -0.1% | -$329 | 减仓 |
| NULG | NUSHARES ETF TR | $27.67万 | 0.06% | 2,364 | 869 | 58.1% | $10.17万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $27.71万 | 0.06% | 5,253 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.08万 | 0.06% | 1,229 | -23 | -1.8% | -$5,442 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $30.29万 | 0.07% | 3,887 | -229 | -5.6% | -$1.78万 | 减仓 |
| — | FLEXSHARES TR | $30.64万 | 0.07% | 1,743 | -20 | -1.1% | -$3,516 | 减仓 |
| EFV | ISHARES TR | $32.51万 | 0.07% | 4,247 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $33.19万 | 0.07% | 1,366 | 0 | 0.0% | — | 不变 |
| — | PIMCO EQUITY SER | $33.28万 | 0.07% | 6,954 | 998 | 16.8% | $4.78万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $37.19万 | 0.08% | 7,382 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $39.84万 | 0.09% | 5,737 | -6 | -0.1% | -$417 | 减仓 |
| ESGU | ISHARES TR | $42.50万 | 0.09% | 2,597 | 1 | 0.0% | $164 | 加仓 |
| VXF | VANGUARD INDEX FDS | $43.28万 | 0.09% | 1,758 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $44.06万 | 0.10% | 1,890 | -45 | -2.3% | -$1.05万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $44.19万 | 0.10% | 2,785 | -520 | -15.7% | -$8.25万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $51.33万 | 0.11% | 18,780 | 711 | 3.9% | $1.94万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $52.74万 | 0.11% | 1,350 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $54.46万 | 0.12% | 1,778 | -50 | -2.7% | -$1.53万 | 减仓 |
| ESGD | ISHARES TR | $54.96万 | 0.12% | 5,346 | -54 | -1.0% | -$5,552 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $55.20万 | 0.12% | 10,898 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $56.46万 | 0.12% | 4,825 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $56.75万 | 0.12% | 13,060 | -62 | -0.5% | -$2,694 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $58.84万 | 0.13% | 8,707 | 295 | 3.5% | $1.99万 | 加仓 |
| VB | VANGUARD INDEX FDS | $69.05万 | 0.15% | 2,278 | 7 | 0.3% | $2,122 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $71.77万 | 0.16% | 13,388 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $74.57万 | 0.16% | 5,237 | 543 | 11.6% | $7.73万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $74.65万 | 0.16% | 28,648 | 278 | 1.0% | $7,244 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $76.87万 | 0.17% | 22,084 | 180 | 0.8% | $6,266 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $92.30万 | 0.20% | 30,303 | -224 | -0.7% | -$6,823 | 减仓 |
| NULV | NUSHARES ETF TR | $94.13万 | 0.20% | 18,830 | -1,078 | -5.4% | -$5.39万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $95.24万 | 0.21% | 7,202 | -37 | -0.5% | -$4,893 | 减仓 |
| EFG | ISHARES TR | $100.95万 | 0.22% | 8,114 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $101.28万 | 0.22% | 15,436 | -1,164 | -7.0% | -$7.64万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $121.60万 | 0.26% | 6,701 | -1,217 | -15.4% | -$22.08万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $123.82万 | 0.27% | 45,075 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $148.10万 | 0.32% | 7,787 | 450 | 6.1% | $8.56万 | 加仓 |