Milestone Asset Management Group, LLC
AVON CT · SEC CIK 0002063452
$1.71亿2026Q1 申报市值
126持仓数
33.2%前十大占比 · 第一大 4.6%
4 / 5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
RTX 加仓+$41.96万
EWY 新建仓+$41.24万
VOO 加仓+$34.96万
MGK 加仓+$31.49万
MGV 加仓+$28.12万
2026Q1 卖出最多 按季末市值估算
FIDELITY ETHEREU 清仓-$24.09万
CI 清仓-$23.85万
IGM 清仓-$22.63万
XLF 清仓-$21.19万
CEG 清仓-$20.10万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $158.19万 | 0.92% | 51,560 | -843 | -1.6% | -$2.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.59万 | 0.93% | 3,309 | -53 | -1.6% | -$2.54万 | 减仓 |
| IEFA | ISHARES TR | $180.69万 | 1.06% | 19,960 | -600 | -2.9% | -$5.43万 | 减仓 |
| AMZN | AMAZON COM INC | $191.13万 | 1.12% | 9,177 | -169 | -1.8% | -$3.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $210.31万 | 1.23% | 32,820 | 49 | 0.1% | $3,140 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $216.59万 | 1.27% | 28,840 | 1,237 | 4.5% | $9.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $231.96万 | 1.36% | 12,086 | 512 | 4.4% | $9.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $234.77万 | 1.37% | 7,318 | -83 | -1.1% | -$2.66万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $242.14万 | 1.42% | 25,694 | 1,766 | 7.4% | $16.64万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $245.08万 | 1.43% | 44,927 | -34 | -0.1% | -$1,855 | 减仓 |
| META | META PLATFORMS INC | $245.11万 | 1.43% | 4,284 | -286 | -6.3% | -$16.36万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $260.00万 | 1.52% | 8,602 | 94 | 1.1% | $2.84万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $276.94万 | 1.62% | 25,069 | 1,104 | 4.6% | $12.20万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $296.70万 | 1.73% | 34,972 | 2,346 | 7.2% | $19.90万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $314.92万 | 1.84% | 69,796 | 3,486 | 5.3% | $15.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $319.37万 | 1.87% | 8,628 | 99 | 1.2% | $3.66万 | 加仓 |
| USMV | ISHARES TR | $331.42万 | 1.94% | 35,737 | 1,052 | 3.0% | $9.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $333.28万 | 1.95% | 19,110 | -35 | -0.2% | -$6,104 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $362.96万 | 2.12% | 61,488 | 2,412 | 4.1% | $14.24万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $367.45万 | 2.15% | 143,312 | 2,042 | 1.4% | $5.24万 | 加仓 |
| GOOGL | ALPHABET INC | $390.69万 | 2.28% | 13,587 | -102 | -0.7% | -$2.93万 | 减仓 |
| DGRO | ISHARES TR | $397.15万 | 2.32% | 56,590 | -2,437 | -4.1% | -$17.10万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $407.54万 | 2.38% | 41,624 | 1,020 | 2.5% | $9.99万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $451.65万 | 2.64% | 155,047 | 218 | 0.1% | $6,350 | 加仓 |
| SPYV | SPDR SERIES TRUST | $453.85万 | 2.65% | 80,214 | 278 | 0.3% | $1.57万 | 加仓 |
| MGV | VANGUARD WORLD FD | $481.19万 | 2.81% | 33,197 | 1,940 | 6.2% | $28.12万 | 加仓 |
| IVV | ISHARES TR | $515.06万 | 3.01% | 7,885 | 23 | 0.3% | $1.50万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $523.07万 | 3.06% | 283,504 | 5,269 | 1.9% | $9.72万 | 加仓 |
| MGK | VANGUARD WORLD FD | $541.83万 | 3.17% | 14,746 | 857 | 6.2% | $31.49万 | 加仓 |
| AAPL | APPLE INC | $568.04万 | 3.32% | 22,382 | -126 | -0.6% | -$3.20万 | 减仓 |
| RTX | RTX CORPORATION | $620.86万 | 3.63% | 32,186 | 2,175 | 7.2% | $41.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $739.25万 | 4.32% | 12,371 | 585 | 5.0% | $34.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $783.42万 | 4.58% | 13,573 | -72 | -0.5% | -$4.16万 | 减仓 |