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 |
|---|---|---|---|---|---|---|---|---|
| IDU | ISHARES TR | $10.91万 | 0.03% | 940 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.70万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $10.49万 | 0.03% | 3,257 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9.45万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $8.93万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $8.86万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $6.94万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $6.56万 | 0.02% | 2,072 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $6.45万 | 0.02% | 1,431 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $6.12万 | 0.01% | 608 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $6.02万 | 0.01% | 1,313 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $5.46万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.16万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $3.90万 | 0.01% | 1,166 | 1,166 | — | $3.90万 | 新建仓 |
| AVSD | AMERICAN CENTY ETF TR | $3.82万 | 0.01% | 518 | 518 | — | $3.82万 | 新建仓 |
| AOR | ISHARES TR | $3.57万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.54万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $3.45万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $3.13万 | 0.01% | 620 | 620 | — | $3.13万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $2.34万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2.03万 | 0.00% | 34 | -3 | -8.1% | -$1,793 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $1.53万 | 0.00% | 276 | -25 | -8.3% | -$1,383 | 减仓 |
| IWN | ISHARES TR | $1.44万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.39万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.38万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $1.37万 | 0.00% | 291 | 291 | — | $1.37万 | 新建仓 |
| IWD | ISHARES TR | $1.28万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $1.01万 | 0.00% | 425 | 425 | — | $1.01万 | 新建仓 |
| IVES | WEDBUSH SER TR | $9,504 | 0.00% | 335 | 335 | — | $9,504 | 新建仓 |
| ET | ENERGY TRANSFER L P | $7,720 | 0.00% | 400 | 400 | — | $7,720 | 新建仓 |
| HYDB | ISHARES TR | $6,513 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $5,445 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $5,062 | 0.00% | 57 | 7 | 14.0% | $622 | 加仓 |
| — | ARK ETF TR | $5,008 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $4,827 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $4,497 | 0.00% | 49 | 49 | — | $4,497 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,958 | 0.00% | 103 | -86 | -45.5% | -$3,305 | 减仓 |
| — | CAMBRIA ETF TR | $3,169 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2,561 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| 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 |