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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $155.59万 | 0.78% | 49,065 | -2,495 | -4.8% | -$7.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $165.32万 | 0.83% | 3,304 | -5 | -0.2% | -$2,502 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $166.61万 | 0.84% | 46,114 | -1,970 | -4.1% | -$7.12万 | 减仓 |
| IEFA | ISHARES TR | $194.92万 | 0.98% | 20,182 | 222 | 1.1% | $2.14万 | 加仓 |
| AMZN | AMAZON COM INC | $219.28万 | 1.10% | 9,200 | 23 | 0.3% | $5,482 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $231.85万 | 1.17% | 32,540 | -280 | -0.9% | -$2.00万 | 减仓 |
| META | META PLATFORMS INC | $243.65万 | 1.23% | 4,326 | 42 | 1.0% | $2.37万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $245.68万 | 1.24% | 29,335 | 495 | 1.7% | $4.15万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $253.59万 | 1.28% | 11,919 | -167 | -1.4% | -$3.55万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $265.82万 | 1.34% | 43,414 | -1,513 | -3.4% | -$9.26万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $268.10万 | 1.35% | 27,301 | 1,607 | 6.3% | $15.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $270.93万 | 1.36% | 7,322 | 4 | 0.1% | $1,480 | 加仓 |
| MSFT | MICROSOFT CORP | $314.86万 | 1.59% | 8,441 | -187 | -2.2% | -$6.98万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $318.73万 | 1.61% | 8,716 | 114 | 1.3% | $4.17万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $319.29万 | 1.61% | 62,545 | 1,057 | 1.7% | $5.40万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $328.22万 | 1.65% | 36,796 | 1,824 | 5.2% | $16.27万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $328.95万 | 1.66% | 26,367 | 1,298 | 5.2% | $16.19万 | 加仓 |
| USMV | ISHARES TR | $340.33万 | 1.71% | 35,282 | -455 | -1.3% | -$4.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $370.27万 | 1.86% | 18,505 | -605 | -3.2% | -$12.11万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $394.27万 | 1.99% | 76,277 | 6,481 | 9.3% | $33.50万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $409.31万 | 2.06% | 139,078 | -4,234 | -3.0% | -$12.46万 | 减仓 |
| DGRO | ISHARES TR | $430.33万 | 2.17% | 56,780 | 190 | 0.3% | $1.44万 | 加仓 |
| GOOGL | ALPHABET INC | $486.97万 | 2.45% | 13,626 | 39 | 0.3% | $1.39万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $493.43万 | 2.49% | 81,170 | 956 | 1.2% | $5.81万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $501.71万 | 2.53% | 42,164 | 540 | 1.3% | $6.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $524.09万 | 2.64% | 154,873 | -174 | -0.1% | -$5,888 | 减仓 |
| MGV | VANGUARD WORLD FD | $557.88万 | 2.81% | 34,132 | 935 | 2.8% | $15.28万 | 加仓 |
| IVV | ISHARES TR | $589.81万 | 2.97% | 7,876 | -9 | -0.1% | -$6,740 | 减仓 |
| RTX | RTX CORPORATION | $596.41万 | 3.00% | 31,435 | -751 | -2.3% | -$14.25万 | 减仓 |
| AAPL | APPLE INC | $646.57万 | 3.26% | 22,345 | -37 | -0.2% | -$1.07万 | 减仓 |
| MGK | VANGUARD WORLD FD | $661.36万 | 3.33% | 75,231 | 1,501 | 2.0% | $13.20万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $777.97万 | 3.92% | 284,553 | 1,049 | 0.4% | $2.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $910.17万 | 4.58% | 13,252 | 881 | 7.1% | $60.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,008.11万 | 5.08% | 13,690 | 117 | 0.9% | $8.62万 | 加仓 |