Milestone Asset Management Group, LLC
AVON CT · SEC CIK 0002063452
$1.99亿2026Q2 申报市值
133持仓数
34.1%前十大占比 · 第一大 5.1%
6 / 1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
VOO 加仓+$60.51万
QCOM 新建仓+$53.59万
ARCC 新建仓+$50.84万
DFAU 加仓+$33.50万
SNDK 新建仓+$26.38万
2026Q2 卖出最多 按季末市值估算
PLTR 清仓-$24.48万
RTX 减仓-$14.25万
SCHX 减仓-$12.46万
NVDA 减仓-$12.11万
XLG 减仓-$9.26万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$24.48万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $18.67万 | 0.09% | 12,840 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.24万 | 0.10% | 394 | 1 | 0.3% | $514 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $20.56万 | 0.10% | 3,871 | 21 | 0.5% | $1,115 | 加仓 |
| — | ISHARES TR | $20.81万 | 0.10% | 2,449 | 5 | 0.2% | $425 | 加仓 |
| IYE | ISHARES TR | $20.98万 | 0.11% | 3,708 | 3 | 0.1% | $170 | 加仓 |
| VV | VANGUARD INDEX FDS | $21.66万 | 0.11% | 630 | 630 | — | $21.66万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.81万 | 0.11% | 693 | -64 | -8.5% | -$2.01万 | 减仓 |
| IJS | ISHARES TR | $22.16万 | 0.11% | 1,621 | 1,621 | — | $22.16万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $22.36万 | 0.11% | 350 | 350 | — | $22.36万 | 新建仓 |
| IYK | ISHARES TR | $22.54万 | 0.11% | 3,102 | -206 | -6.2% | -$1.50万 | 减仓 |
| ES | EVERSOURCE ENERGY | $22.84万 | 0.12% | 3,161 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $23.36万 | 0.12% | 195 | 5 | 2.6% | $5,991 | 重新持有 |
| IJH | ISHARES TR | $23.64万 | 0.12% | 3,066 | 4 | 0.1% | $308 | 加仓 |
| WMT | WALMART INC | $23.65万 | 0.12% | 2,088 | -9 | -0.4% | -$1,019 | 减仓 |
| EEMV | ISHARES INC | $23.85万 | 0.12% | 3,169 | 13 | 0.4% | $979 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.39万 | 0.12% | 739 | 3 | 0.4% | $990 | 加仓 |
| TJX | TJX COS INC NEW | $24.56万 | 0.12% | 1,621 | 3 | 0.2% | $455 | 加仓 |
| V | VISA INC | $26.16万 | 0.13% | 762 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $26.38万 | 0.13% | 116 | 116 | — | $26.38万 | 新建仓 |
| SUSL | ISHARES TR | $26.81万 | 0.14% | 2,019 | -82 | -3.9% | -$1.09万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $27.11万 | 0.14% | 7,360 | -1,041 | -12.4% | -$3.84万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $27.86万 | 0.14% | 1,504 | -25 | -1.6% | -$4,630 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.31万 | 0.14% | 403 | 16 | 4.1% | $1.12万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $28.80万 | 0.15% | 5,694 | 51 | 0.9% | $2,579 | 加仓 |
| SPSM | SPDR SERIES TRUST | $29.45万 | 0.15% | 5,106 | -672 | -11.6% | -$3.88万 | 减仓 |
| ITA | ISHARES TR | $32.39万 | 0.16% | 1,336 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.17万 | 0.17% | 940 | 4 | 0.4% | $1,411 | 加仓 |
| SPMD | SPDR SERIES TRUST | $33.65万 | 0.17% | 4,981 | -195 | -3.8% | -$1.32万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $34.36万 | 0.17% | 5,884 | -41 | -0.7% | -$2,394 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.96万 | 0.18% | 8,257 | -93 | -1.1% | -$3,937 | 减仓 |
| ARKK | ARK ETF TR | $35.16万 | 0.18% | 4,351 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $36.51万 | 0.18% | 12,020 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $37.00万 | 0.19% | 13,028 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $37.07万 | 0.19% | 10,648 | 29 | 0.3% | $1,010 | 加仓 |
| SPYM | SPDR SERIES TRUST | $37.62万 | 0.19% | 4,281 | -40 | -0.9% | -$3,515 | 减仓 |
| VBR | VANGUARD INDEX FDS | $37.70万 | 0.19% | 1,552 | 18 | 1.2% | $4,373 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $38.56万 | 0.19% | 5,385 | 8 | 0.1% | $573 | 加仓 |
| CSCO | CISCO SYS INC | $40.10万 | 0.20% | 3,414 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $40.66万 | 0.20% | 29,276 | 86 | 0.3% | $1,195 | 加仓 |
| ORCL | ORACLE CORP | $40.70万 | 0.20% | 2,777 | -30 | -1.1% | -$4,396 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $41.00万 | 0.21% | 4,979 | 7 | 0.1% | $576 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $41.16万 | 0.21% | 6,696 | 358 | 5.6% | $2.20万 | 加仓 |
| EFG | ISHARES TR | $42.92万 | 0.22% | 3,449 | 15 | 0.4% | $1,866 | 加仓 |
| HEFA | ISHARES TR | $43.02万 | 0.22% | 9,167 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $43.26万 | 0.22% | 1,182 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $45.28万 | 0.23% | 1,968 | -1 | -0.1% | -$230 | 减仓 |
| GEV | GE VERNOVA INC | $45.70万 | 0.23% | 389 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $46.07万 | 0.23% | 2,043 | -195 | -8.7% | -$4.40万 | 减仓 |
| QUAL | ISHARES TR | $47.11万 | 0.24% | 2,147 | -61 | -2.8% | -$1.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.28万 | 0.24% | 1,681 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.44万 | 0.24% | 10,920 | 250 | 2.3% | $1.11万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $49.03万 | 0.25% | 9,397 | 18 | 0.2% | $939 | 加仓 |
| GE | GE AEROSPACE | $50.36万 | 0.25% | 1,347 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $50.84万 | 0.26% | 27,438 | 27,438 | — | $50.84万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $53.24万 | 0.27% | 5,518 | 124 | 2.3% | $1.20万 | 加仓 |
| QCOM | QUALCOMM INC | $53.59万 | 0.27% | 2,900 | 2,900 | — | $53.59万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $55.97万 | 0.28% | 6,547 | -38 | -0.6% | -$3,249 | 减仓 |
| IEMG | ISHARES INC | $56.90万 | 0.29% | 6,869 | 22 | 0.3% | $1,822 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $57.06万 | 0.29% | 2,548 | -53 | -2.0% | -$1.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.05万 | 0.30% | 1,034 | 29 | 2.9% | $1.68万 | 加仓 |
| IJR | ISHARES TR | $62.99万 | 0.32% | 4,247 | 168 | 4.1% | $2.49万 | 加仓 |
| ITOT | ISHARES TR | $63.20万 | 0.32% | 3,847 | 3 | 0.1% | $493 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $64.33万 | 0.32% | 1,965 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.07万 | 0.33% | 10,901 | 100 | 0.9% | $5,969 | 加仓 |
| EFV | ISHARES TR | $65.54万 | 0.33% | 8,562 | 108 | 1.3% | $8,268 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.58万 | 0.33% | 4,150 | 558 | 15.5% | $8.82万 | 加仓 |
| EWY | ISHARES INC | $67.44万 | 0.34% | 3,340 | -13 | -0.4% | -$2,625 | 减仓 |
| T | AT&T INC | $67.61万 | 0.34% | 32,662 | -233 | -0.7% | -$4,823 | 减仓 |
| VTV | VANGUARD INDEX FDS | $68.87万 | 0.35% | 3,160 | -29 | -0.9% | -$6,321 | 减仓 |
| TER | TERADYNE INC | $73.71万 | 0.37% | 1,523 | -1 | -0.1% | -$484 | 减仓 |
| SOXX | ISHARES TR | $74.52万 | 0.38% | 1,163 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $76.90万 | 0.39% | 16,894 | -400 | -2.3% | -$1.82万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $79.09万 | 0.40% | 10,782 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $79.19万 | 0.40% | 28,891 | 1,176 | 4.2% | $3.22万 | 加仓 |
| AVGO | BROADCOM INC | $83.15万 | 0.42% | 2,201 | -33 | -1.5% | -$1.25万 | 减仓 |
| IWF | ISHARES TR | $84.68万 | 0.43% | 6,820 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $85.80万 | 0.43% | 9,960 | -420 | -4.0% | -$3.62万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $87.69万 | 0.44% | 12,768 | 182 | 1.4% | $1.25万 | 加仓 |
| DON | WISDOMTREE TR | $88.52万 | 0.45% | 15,662 | 641 | 4.3% | $3.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $89.14万 | 0.45% | 1,233 | -49 | -3.8% | -$3.54万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $90.90万 | 0.46% | 17,367 | 895 | 5.4% | $4.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.55万 | 0.49% | 836 | 15 | 1.8% | $1.73万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $98.81万 | 0.50% | 3,262 | -139 | -4.1% | -$4.21万 | 减仓 |
| IXN | ISHARES TR | $99.91万 | 0.50% | 6,915 | 3 | 0.0% | $433 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $107.79万 | 0.54% | 13,154 | 18 | 0.1% | $1,475 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $108.23万 | 0.55% | 6,822 | -415 | -5.7% | -$6.58万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $111.59万 | 0.56% | 11,765 | 51 | 0.4% | $4,837 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $113.47万 | 0.57% | 40,904 | -685 | -1.6% | -$1.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.67万 | 0.58% | 1,549 | -1 | -0.1% | -$747 | 减仓 |
| IVE | ISHARES TR | $115.83万 | 0.58% | 5,101 | 96 | 1.9% | $2.18万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $115.88万 | 0.58% | 10,338 | 37 | 0.4% | $4,147 | 加仓 |
| IVW | ISHARES TR | $118.57万 | 0.60% | 8,621 | 66 | 0.8% | $9,077 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $119.04万 | 0.60% | 1,273 | -8 | -0.6% | -$7,481 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $126.25万 | 0.64% | 48,595 | -645 | -1.3% | -$1.68万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $127.10万 | 0.64% | 22,503 | 533 | 2.4% | $3.01万 | 加仓 |
| ESGU | ISHARES TR | $133.10万 | 0.67% | 8,132 | -32 | -0.4% | -$5,237 | 减仓 |
| TSLA | TESLA INC | $144.79万 | 0.73% | 3,443 | -6 | -0.2% | -$2,523 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $149.38万 | 0.75% | 58,997 | -94 | -0.2% | -$2,380 | 减仓 |
| GOOG | ALPHABET INC | $152.67万 | 0.77% | 4,321 | 67 | 1.6% | $2.37万 | 加仓 |