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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,970.92万 | 9.59% | 528,118 | 2,201 | 0.4% | $16.55万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,977.27万 | 7.19% | 1,022,063 | 7,657 | 0.8% | $22.30万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,586.40万 | 6.25% | 1,008,736 | -10,246 | -1.0% | -$26.27万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,801.11万 | 4.35% | 326,052 | 6,260 | 2.0% | $34.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,788.32万 | 4.32% | 40,942 | -473 | -1.1% | -$20.66万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,338.29万 | 3.23% | 533,182 | -8,262 | -1.5% | -$20.74万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,251.12万 | 3.02% | 274,247 | -1,669 | -0.6% | -$7.61万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,200.56万 | 2.90% | 141,509 | 16,941 | 13.6% | $143.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,191.10万 | 2.88% | 80,425 | 5,058 | 6.7% | $74.91万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,134.32万 | 2.74% | 39,499 | 5,253 | 15.3% | $150.85万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,122.75万 | 2.71% | 238,478 | 185 | 0.1% | $8,710 | 加仓 |
| IVV | ISHARES TR | $1,091.84万 | 2.64% | 16,715 | 630 | 3.9% | $41.15万 | 加仓 |
| SUSB | ISHARES TR | $1,058.70万 | 2.56% | 422,380 | 5,348 | 1.3% | $13.40万 | 加仓 |
| USFR | WISDOMTREE TR | $1,045.97万 | 2.53% | 207,782 | -687 | -0.3% | -$3.46万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,042.24万 | 2.52% | 336,639 | -345 | -0.1% | -$1.07万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $980.06万 | 2.37% | 123,636 | 3,740 | 3.1% | $29.65万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $966.19万 | 2.33% | 346,925 | 13,710 | 4.1% | $38.18万 | 加仓 |
| EMNT | PIMCO ETF TR | $960.72万 | 2.32% | 97,116 | 1,332 | 1.4% | $13.18万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $947.25万 | 2.29% | 390,298 | 23,570 | 6.4% | $57.20万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $637.40万 | 1.54% | 82,586 | 2,040 | 2.5% | $15.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $633.87万 | 1.53% | 256,111 | 18,948 | 8.0% | $46.90万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $607.21万 | 1.47% | 159,792 | 8,383 | 5.5% | $31.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $599.41万 | 1.45% | 195,375 | -15,496 | -7.3% | -$47.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $573.84万 | 1.39% | 43,178 | -1,574 | -3.5% | -$20.92万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $555.17万 | 1.34% | 130,506 | 13,819 | 11.8% | $58.79万 | 加仓 |
| IWY | ISHARES TR | $531.22万 | 1.28% | 21,348 | 149 | 0.7% | $3.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $526.57万 | 1.27% | 27,437 | 313 | 1.2% | $6.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $479.26万 | 1.16% | 14,939 | 183 | 1.2% | $5.87万 | 加仓 |
| USMV | ISHARES TR | $453.85万 | 1.10% | 48,938 | 244 | 0.5% | $2.26万 | 加仓 |
| IGM | ISHARES TR | $429.88万 | 1.04% | 36,273 | 155 | 0.4% | $1.84万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $427.80万 | 1.03% | 90,443 | -5,273 | -5.5% | -$24.94万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $389.36万 | 0.94% | 19,845 | -44 | -0.2% | -$8,633 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $364.39万 | 0.88% | 145,554 | 1,983 | 1.4% | $4.96万 | 加仓 |
| IQLT | ISHARES TR | $351.46万 | 0.85% | 76,025 | -4,938 | -6.1% | -$22.83万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $339.38万 | 0.82% | 46,402 | -216 | -0.5% | -$1.58万 | 减仓 |
| SMMU | PIMCO ETF TR | $332.13万 | 0.80% | 65,834 | 22,038 | 50.3% | $111.18万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $325.97万 | 0.79% | 61,469 | 655 | 1.1% | $3.47万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $254.40万 | 0.61% | 27,504 | -183 | -0.7% | -$1.69万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $237.10万 | 0.57% | 22,937 | -2,641 | -10.3% | -$27.30万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $226.19万 | 0.55% | 21,017 | -2,372 | -10.1% | -$25.53万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $214.98万 | 0.52% | 27,879 | 10,720 | 62.5% | $82.66万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $203.42万 | 0.49% | 40,586 | 8,992 | 28.5% | $45.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $180.57万 | 0.44% | 28,179 | 1,515 | 5.7% | $9.71万 | 加仓 |
| SUSA | ISHARES TR | $173.68万 | 0.42% | 13,147 | 34 | 0.3% | $4,492 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $160.19万 | 0.39% | 26,645 | -1,047 | -3.8% | -$6.29万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $158.11万 | 0.38% | 54,372 | -327 | -0.6% | -$9,509 | 减仓 |
| LGLV | SPDR SERIES TRUST | $141.02万 | 0.34% | 7,918 | -280 | -3.4% | -$4.99万 | 减仓 |
| IJR | ISHARES TR | $131.61万 | 0.32% | 10,587 | -761 | -6.7% | -$9.46万 | 减仓 |
| IBB | ISHARES TR | $123.89万 | 0.30% | 7,337 | 150 | 2.1% | $2.53万 | 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 |
| NULV | NUSHARES ETF TR | $90.58万 | 0.22% | 19,908 | 7,774 | 64.1% | $35.37万 | 加仓 |
| EFG | ISHARES TR | $90.37万 | 0.22% | 8,114 | 85 | 1.1% | $9,466 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $83.03万 | 0.20% | 30,527 | -2,217 | -6.8% | -$6.03万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $81.27万 | 0.20% | 7,239 | 206 | 2.9% | $2.31万 | 加仓 |
| AIQ | GLOBAL X FDS | $77.47万 | 0.19% | 16,600 | 2,375 | 16.7% | $11.08万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $72.76万 | 0.18% | 28,370 | 28,370 | — | $72.76万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $66.81万 | 0.16% | 21,904 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $66.10万 | 0.16% | 13,388 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $59.48万 | 0.14% | 2,271 | 8 | 0.4% | $2,095 | 加仓 |
| EUSB | ISHARES TR | $57.08万 | 0.14% | 13,122 | -148 | -1.1% | -$6,438 | 减仓 |
| DSI | ISHARES TR | $56.89万 | 0.14% | 4,694 | 224 | 5.0% | $2.71万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $54.48万 | 0.13% | 10,898 | 295 | 2.8% | $1.47万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $53.76万 | 0.13% | 8,412 | 372 | 4.6% | $2.38万 | 加仓 |
| ESGD | ISHARES TR | $51.63万 | 0.12% | 5,400 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $49.20万 | 0.12% | 18,069 | -832 | -4.4% | -$2.27万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $48.45万 | 0.12% | 3,305 | 2,300 | 228.9% | $33.72万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.04万 | 0.11% | 1,828 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $46.07万 | 0.11% | 4,825 | -450 | -8.5% | -$4.30万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $44.42万 | 0.11% | 5,907 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $38.68万 | 0.09% | 1,935 | -122 | -5.9% | -$2.44万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $37.16万 | 0.09% | 7,382 | 159 | 2.2% | $8,004 | 加仓 |
| ESGU | ISHARES TR | $36.71万 | 0.09% | 2,596 | 1 | 0.0% | $141 | 加仓 |
| VXF | VANGUARD INDEX FDS | $36.18万 | 0.09% | 1,758 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $34.46万 | 0.08% | 1,350 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $32.27万 | 0.08% | 4,116 | 510 | 14.1% | $4.00万 | 加仓 |
| USXF | ISHARES TR | $31.70万 | 0.08% | 5,743 | -9 | -0.2% | -$497 | 减仓 |
| EFV | ISHARES TR | $31.58万 | 0.08% | 4,247 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $29.68万 | 0.07% | 1,366 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.93万 | 0.07% | 1,252 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $26.75万 | 0.06% | 1,763 | -20 | -1.1% | -$3,035 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $25.70万 | 0.06% | 5,253 | -160 | -3.0% | -$7,829 | 减仓 |
| — | PIMCO EQUITY SER | $24.78万 | 0.06% | 5,956 | 3 | 0.1% | $125 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $23.72万 | 0.06% | 9,522 | 5,182 | 119.4% | $12.91万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $23.13万 | 0.06% | 3,224 | -67 | -2.0% | -$4,806 | 减仓 |
| — | ISHARES TR | $22.11万 | 0.05% | 4,775 | -217 | -4.3% | -$1.00万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $21.91万 | 0.05% | 4,805 | 2,454 | 104.4% | $11.19万 | 加仓 |
| — | TCW ETF TRUST | $19.39万 | 0.05% | 7,051 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $19.18万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $19.01万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $17.78万 | 0.04% | 2,830 | -160 | -5.4% | -$1.01万 | 减仓 |
| MUNI | PIMCO ETF TR | $17.64万 | 0.04% | 3,380 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $17.61万 | 0.04% | 2,335 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $16.92万 | 0.04% | 1,321 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $14.35万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $13.60万 | 0.03% | 1,495 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $13.26万 | 0.03% | 311 | 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 |
| IVW | ISHARES TR | $12.17万 | 0.03% | 1,076 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $11.73万 | 0.03% | 388 | 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 |