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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $12.92万 | 0.03% | 173 | 0 | 0.0% | — | 不变 |
| — | PARNASSUS INCOME FDS | $12.49万 | 0.03% | 3,800 | 3,800 | — | $12.49万 | 新建仓 |
| IWB | ISHARES TR | $12.29万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $11.45万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $11.11万 | 0.02% | 3,257 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $10.82万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $10.77万 | 0.02% | 940 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $9.88万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $7.46万 | 0.02% | 1,431 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $7.32万 | 0.02% | 1,313 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $7.15万 | 0.02% | 608 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $7.12万 | 0.02% | 2,072 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $6.95万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $6.20万 | 0.01% | 562 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.82万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $3.86万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $3.86万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.78万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3.42万 | 0.01% | 612 | 321 | 110.3% | $1.80万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $2.67万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TRUST | $2.50万 | 0.01% | 328 | 328 | — | $2.50万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $2.34万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.67万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LCTD | BLACKROCK ETF TRUST | $1.62万 | 0.00% | 281 | 5 | 1.8% | $288 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.53万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $1.45万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $1.28万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.18万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $1.18万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.02万 | 0.00% | 222 | 222 | — | $1.02万 | 新建仓 |
| HYDB | ISHARES TR | $6,548 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $6,258 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $5,651 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $5,572 | 0.00% | 91 | 91 | — | $5,572 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $4,998 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $4,829 | 0.00% | 50 | 50 | — | $4,829 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,242 | 0.00% | 14 | 14 | — | $4,242 | 新建仓 |
| GDX | VANECK ETF TRUST | $3,698 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,429 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2,951 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $1,323 | 0.00% | 13 | 13 | — | $1,323 | 新建仓 |
| 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 |