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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $150.50万 | 0.33% | 10,148 | -439 | -4.1% | -$6.51万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $182.62万 | 0.39% | 26,645 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $194.32万 | 0.42% | 53,784 | -588 | -1.1% | -$2.12万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $200.31万 | 0.43% | 28,114 | -65 | -0.2% | -$4,631 | 减仓 |
| SUSA | ISHARES TR | $201.96万 | 0.44% | 13,089 | -58 | -0.4% | -$8,949 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $242.83万 | 0.52% | 19,857 | -1,160 | -5.5% | -$14.19万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $257.38万 | 0.56% | 30,106 | 2,227 | 8.0% | $19.04万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $281.36万 | 0.61% | 24,926 | 1,989 | 8.7% | $22.45万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $303.93万 | 0.66% | 28,486 | 982 | 3.6% | $10.48万 | 加仓 |
| SMMU | PIMCO ETF TR | $333.30万 | 0.72% | 66,000 | 166 | 0.3% | $8,383 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $336.08万 | 0.73% | 54,110 | 13,524 | 33.3% | $84.00万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $347.33万 | 0.75% | 46,372 | -30 | -0.1% | -$2,247 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $354.57万 | 0.77% | 141,432 | -4,122 | -2.8% | -$10.33万 | 减仓 |
| IQLT | ISHARES TR | $370.10万 | 0.80% | 74,692 | -1,333 | -1.8% | -$6.61万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $374.86万 | 0.81% | 61,352 | -117 | -0.2% | -$7,149 | 减仓 |
| VTV | VANGUARD INDEX FDS | $433.94万 | 0.94% | 19,912 | 67 | 0.3% | $1.46万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $437.35万 | 0.95% | 92,768 | 2,325 | 2.6% | $10.96万 | 加仓 |
| USMV | ISHARES TR | $448.02万 | 0.97% | 46,446 | -2,492 | -5.1% | -$24.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $553.89万 | 1.20% | 14,968 | 29 | 0.2% | $1.07万 | 加仓 |
| IGM | ISHARES TR | $572.53万 | 1.24% | 35,000 | -1,273 | -3.5% | -$20.82万 | 减仓 |
| IWY | ISHARES TR | $580.19万 | 1.25% | 19,964 | -1,384 | -6.5% | -$40.22万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $582.61万 | 1.26% | 27,382 | -55 | -0.2% | -$1.17万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $595.12万 | 1.29% | 187,677 | -7,698 | -3.9% | -$24.41万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $616.11万 | 1.33% | 80,327 | -2,259 | -2.7% | -$17.33万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $668.73万 | 1.45% | 135,701 | 5,195 | 4.0% | $25.60万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $727.92万 | 1.57% | 262,788 | 6,677 | 2.6% | $18.50万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $818.40万 | 1.77% | 42,956 | -222 | -0.5% | -$4.23万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $819.50万 | 1.77% | 169,703 | 9,911 | 6.2% | $47.86万 | 加仓 |
| EMNT | PIMCO ETF TR | $959.03万 | 2.07% | 96,932 | -184 | -0.2% | -$1.82万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $970.94万 | 2.10% | 206,848 | -31,630 | -13.3% | -$148.47万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $983.81万 | 2.13% | 407,543 | 17,245 | 4.4% | $41.63万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,018.23万 | 2.20% | 128,841 | 5,205 | 4.2% | $41.14万 | 加仓 |
| SUSB | ISHARES TR | $1,035.59万 | 2.24% | 414,403 | -7,977 | -1.9% | -$19.93万 | 减仓 |
| USFR | WISDOMTREE TR | $1,051.24万 | 2.27% | 208,786 | 1,004 | 0.5% | $5.06万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,096.99万 | 2.37% | 352,730 | 5,805 | 1.7% | $18.05万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,225.09万 | 2.65% | 332,273 | -4,366 | -1.3% | -$16.10万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,249.12万 | 2.70% | 79,043 | -1,382 | -1.7% | -$21.84万 | 减仓 |
| IVV | ISHARES TR | $1,254.77万 | 2.71% | 16,755 | 40 | 0.2% | $3.00万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,292.48万 | 2.79% | 144,897 | 3,388 | 2.4% | $30.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,320.64万 | 2.85% | 290,314 | 16,067 | 5.9% | $73.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,354.27万 | 2.93% | 168,086 | 10,090 | 6.4% | $81.30万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,554.74万 | 3.36% | 536,856 | 3,674 | 0.7% | $10.64万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,956.41万 | 4.23% | 324,499 | -1,553 | -0.5% | -$9.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,112.25万 | 4.56% | 245,212 | -440 | -0.2% | -$3.79万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,947.61万 | 6.37% | 1,001,568 | -7,168 | -0.7% | -$21.10万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,396.97万 | 7.34% | 1,003,833 | -18,230 | -1.8% | -$61.69万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,811.28万 | 10.40% | 533,994 | 5,876 | 1.1% | $52.94万 | 加仓 |