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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $29.21万 | 0.17% | 1,336 | -3 | -0.2% | -$656 | 减仓 |
| DTCR | GLOBAL X FDS | $28.80万 | 0.17% | 12,020 | 22 | 0.2% | $527 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $28.56万 | 0.17% | 5,643 | 51 | 0.9% | $2,581 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $28.54万 | 0.17% | 8,401 | -222 | -2.6% | -$7,541 | 减仓 |
| SPSM | SPDR SERIES TRUST | $27.92万 | 0.16% | 5,778 | 2 | 0.0% | $97 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.75万 | 0.16% | 821 | 117 | 16.6% | $3.95万 | 加仓 |
| CSCO | CISCO SYS INC | $26.49万 | 0.15% | 3,414 | 69 | 2.1% | $5,353 | 加仓 |
| WMT | WALMART INC | $26.06万 | 0.15% | 2,097 | -17 | -0.8% | -$2,113 | 减仓 |
| TJX | TJX COS INC NEW | $25.84万 | 0.15% | 1,618 | -24 | -1.5% | -$3,833 | 减仓 |
| SYK | STRYKER CORPORATION | $24.87万 | 0.15% | 757 | 2 | 0.3% | $657 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $24.72万 | 0.14% | 1,529 | -10 | -0.6% | -$1,617 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.48万 | 0.14% | 1,674 | 64 | 4.0% | $9,361 | 加仓 |
| IYE | ISHARES TR | $24.00万 | 0.14% | 3,705 | 3,705 | — | $24.00万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.88万 | 0.14% | 387 | 14 | 3.8% | $8,640 | 加仓 |
| SUSL | ISHARES TR | $23.87万 | 0.14% | 2,101 | -148 | -6.6% | -$1.68万 | 减仓 |
| MARA | MARA HOLDINGS INC | $23.82万 | 0.14% | 29,190 | 32 | 0.1% | $261 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.58万 | 0.14% | 3,850 | 3,850 | — | $23.58万 | 新建仓 |
| IYK | ISHARES TR | $23.17万 | 0.14% | 3,308 | -328 | -9.0% | -$2.30万 | 减仓 |
| V | VISA INC | $23.02万 | 0.13% | 762 | 2 | 0.3% | $604 | 加仓 |
| ES | EVERSOURCE ENERGY | $21.90万 | 0.13% | 3,161 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $21.48万 | 0.13% | 736 | -118 | -13.8% | -$3.44万 | 减仓 |
| — | ISHARES TR | $21.10万 | 0.12% | 2,444 | -188 | -7.1% | -$1.62万 | 减仓 |
| IJH | ISHARES TR | $20.68万 | 0.12% | 3,062 | 3,062 | — | $20.68万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.45万 | 0.12% | 1,005 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $20.43万 | 0.12% | 3,156 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $17.71万 | 0.10% | 12,840 | 0 | 0.0% | — | 不变 |
| — | 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 |