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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -8,136 | -100.0% | -$24.09万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -866 | -100.0% | -$23.85万 | 清仓 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -1,752 | -100.0% | -$22.63万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,870 | -100.0% | -$21.19万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -569 | -100.0% | -$20.10万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $17.71万 | 0.10% | 12,840 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $20.43万 | 0.12% | 3,156 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $20.45万 | 0.12% | 1,005 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $20.68万 | 0.12% | 3,062 | 3,062 | — | $20.68万 | 新建仓 |
| — | ISHARES TR | $21.10万 | 0.12% | 2,444 | -188 | -7.1% | -$1.62万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $21.48万 | 0.13% | 736 | -118 | -13.8% | -$3.44万 | 减仓 |
| ES | EVERSOURCE ENERGY | $21.90万 | 0.13% | 3,161 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.02万 | 0.13% | 762 | 2 | 0.3% | $604 | 加仓 |
| IYK | ISHARES TR | $23.17万 | 0.14% | 3,308 | -328 | -9.0% | -$2.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $23.58万 | 0.14% | 3,850 | 3,850 | — | $23.58万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $23.82万 | 0.14% | 29,190 | 32 | 0.1% | $261 | 加仓 |
| SUSL | ISHARES TR | $23.87万 | 0.14% | 2,101 | -148 | -6.6% | -$1.68万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.88万 | 0.14% | 387 | 14 | 3.8% | $8,640 | 加仓 |
| IYE | ISHARES TR | $24.00万 | 0.14% | 3,705 | 3,705 | — | $24.00万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.48万 | 0.14% | 1,674 | 64 | 4.0% | $9,361 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $24.72万 | 0.14% | 1,529 | -10 | -0.6% | -$1,617 | 减仓 |
| SYK | STRYKER CORPORATION | $24.87万 | 0.15% | 757 | 2 | 0.3% | $657 | 加仓 |
| TJX | TJX COS INC NEW | $25.84万 | 0.15% | 1,618 | -24 | -1.5% | -$3,833 | 减仓 |
| WMT | WALMART INC | $26.06万 | 0.15% | 2,097 | -17 | -0.8% | -$2,113 | 减仓 |
| CSCO | CISCO SYS INC | $26.49万 | 0.15% | 3,414 | 69 | 2.1% | $5,353 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.75万 | 0.16% | 821 | 117 | 16.6% | $3.95万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $27.92万 | 0.16% | 5,778 | 2 | 0.0% | $97 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $28.54万 | 0.17% | 8,401 | -222 | -2.6% | -$7,541 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $28.56万 | 0.17% | 5,643 | 51 | 0.9% | $2,581 | 加仓 |
| DTCR | GLOBAL X FDS | $28.80万 | 0.17% | 12,020 | 22 | 0.2% | $527 | 加仓 |
| ITA | ISHARES TR | $29.21万 | 0.17% | 1,336 | -3 | -0.2% | -$656 | 减仓 |
| ARKK | ARK ETF TR | $29.41万 | 0.17% | 4,351 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $30.65万 | 0.18% | 5,176 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $30.65万 | 0.18% | 13,028 | 1,233 | 10.5% | $2.90万 | 加仓 |
| HD | HOME DEPOT INC | $30.77万 | 0.18% | 936 | 5 | 0.5% | $1,644 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $32.39万 | 0.19% | 10,619 | 35 | 0.3% | $1,068 | 加仓 |
| SPYM | SPDR SERIES TRUST | $33.07万 | 0.19% | 4,321 | -1,895 | -30.5% | -$14.50万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $33.33万 | 0.19% | 1,534 | -11 | -0.7% | -$2,390 | 减仓 |
| GEV | GE VERNOVA INC | $33.94万 | 0.20% | 389 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $35.19万 | 0.21% | 6,338 | -174 | -2.7% | -$9,660 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.37万 | 0.21% | 4,972 | 5 | 0.1% | $356 | 加仓 |
| OEF | ISHARES TR | $37.61万 | 0.22% | 1,182 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $38.22万 | 0.22% | 1,347 | 1 | 0.1% | $284 | 加仓 |
| SOXX | ISHARES TR | $38.22万 | 0.22% | 1,163 | 279 | 31.6% | $9.17万 | 加仓 |
| EFG | ISHARES TR | $38.24万 | 0.22% | 3,434 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $38.96万 | 0.23% | 9,167 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY BITCOIN ETF | $39.98万 | 0.23% | 5,925 | -331 | -5.3% | -$2.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.75万 | 0.24% | 1,681 | 13 | 0.8% | $3,152 | 加仓 |
| EWY | ISHARES INC | $41.24万 | 0.24% | 3,353 | 3,353 | — | $41.24万 | 新建仓 |
| ORCL | ORACLE CORP | $41.29万 | 0.24% | 2,807 | 46 | 1.7% | $6,766 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $41.44万 | 0.24% | 5,377 | 7 | 0.1% | $540 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.46万 | 0.24% | 10,670 | 597 | 5.9% | $2.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.91万 | 0.25% | 8,350 | -162 | -1.9% | -$8,132 | 减仓 |
| QUAL | ISHARES TR | $42.36万 | 0.25% | 2,208 | 24 | 1.1% | $4,604 | 加仓 |
| FDS | FACTSET RESH SYS INC | $42.72万 | 0.25% | 1,969 | -11 | -0.6% | -$2,387 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $43.46万 | 0.25% | 5,394 | -140 | -2.5% | -$1.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $43.83万 | 0.26% | 1,282 | 0 | 0.0% | — | 不变 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $45.09万 | 0.26% | 9,379 | 9 | 0.1% | $433 | 加仓 |
| TER | TERADYNE INC | $45.17万 | 0.26% | 1,524 | 14 | 0.9% | $4,149 | 加仓 |
| IEMG | ISHARES INC | $47.76万 | 0.28% | 6,847 | -16 | -0.2% | -$1,116 | 减仓 |
| VDC | VANGUARD WORLD FD | $50.27万 | 0.29% | 2,238 | -69 | -3.0% | -$1.55万 | 减仓 |
| IJR | ISHARES TR | $50.71万 | 0.30% | 4,079 | 306 | 8.1% | $3.80万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $50.78万 | 0.30% | 6,585 | 5 | 0.1% | $386 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.84万 | 0.31% | 2,601 | -30 | -1.1% | -$6,095 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $53.20万 | 0.31% | 3,592 | 164 | 4.8% | $2.43万 | 加仓 |
| ITOT | ISHARES TR | $54.75万 | 0.32% | 3,844 | -107 | -2.7% | -$1.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.81万 | 0.34% | 1,965 | 5 | 0.3% | $1,471 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.38万 | 0.34% | 10,801 | 221 | 2.1% | $1.19万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $60.71万 | 0.35% | 10,782 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $62.58万 | 0.37% | 3,189 | 16 | 0.5% | $3,140 | 加仓 |
| EFV | ISHARES TR | $62.86万 | 0.37% | 8,454 | -27 | -0.3% | -$2,007 | 减仓 |
| IXN | ISHARES TR | $69.09万 | 0.40% | 6,912 | -120 | -1.7% | -$1.20万 | 减仓 |
| AVGO | BROADCOM INC | $69.14万 | 0.40% | 2,234 | -35 | -1.5% | -$1.08万 | 减仓 |
| IWF | ISHARES TR | $72.68万 | 0.42% | 1,705 | 1 | 0.1% | $426 | 加仓 |
| HDV | ISHARES TR | $75.22万 | 0.44% | 5,543 | 766 | 16.0% | $10.40万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $75.55万 | 0.44% | 1,730 | 66 | 4.0% | $2.88万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $78.14万 | 0.46% | 12,586 | 16 | 0.1% | $993 | 加仓 |
| DON | WISDOMTREE TR | $78.92万 | 0.46% | 15,021 | 2,440 | 19.4% | $12.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $80.81万 | 0.47% | 3,401 | 617 | 22.2% | $14.66万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $85.54万 | 0.50% | 16,472 | 2,328 | 16.5% | $12.09万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $91.24万 | 0.53% | 17,294 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $93.15万 | 0.54% | 13,136 | 44 | 0.3% | $3,120 | 加仓 |
| T | AT&T INC | $95.36万 | 0.56% | 32,895 | -52 | -0.2% | -$1,507 | 减仓 |
| IVW | ISHARES TR | $96.77万 | 0.57% | 8,555 | -348 | -3.9% | -$3.94万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $98.84万 | 0.58% | 10,301 | 127 | 1.2% | $1.22万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $99.74万 | 0.58% | 11,714 | 159 | 1.4% | $1.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $100.80万 | 0.59% | 1,550 | -49 | -3.1% | -$3.19万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $101.10万 | 0.59% | 41,589 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $105.69万 | 0.62% | 5,005 | -47 | -0.9% | -$9,925 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $106.11万 | 0.62% | 7,237 | -51 | -0.7% | -$7,477 | 减仓 |
| ESGU | ISHARES TR | $115.45万 | 0.68% | 8,164 | -521 | -6.0% | -$7.37万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $121.38万 | 0.71% | 49,240 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $122.04万 | 0.71% | 4,254 | -168 | -3.8% | -$4.82万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $124.53万 | 0.73% | 21,970 | 1,197 | 5.8% | $6.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $127.67万 | 0.75% | 1,281 | -11 | -0.9% | -$1.10万 | 减仓 |
| TSLA | TESLA INC | $128.20万 | 0.75% | 3,449 | 64 | 1.9% | $2.38万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $136.79万 | 0.80% | 59,091 | 4,584 | 8.4% | $10.61万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $139.83万 | 0.82% | 48,084 | -251 | -0.5% | -$7,299 | 减仓 |