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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF OPPORTUNITIES TRUST | $37.00万 | 0.19% | 13,028 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $36.51万 | 0.18% | 12,020 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $35.16万 | 0.18% | 4,351 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $34.96万 | 0.18% | 8,257 | -93 | -1.1% | -$3,937 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $34.36万 | 0.17% | 5,884 | -41 | -0.7% | -$2,394 | 减仓 |
| SPMD | SPDR SERIES TRUST | $33.65万 | 0.17% | 4,981 | -195 | -3.8% | -$1.32万 | 减仓 |
| HD | HOME DEPOT INC | $33.17万 | 0.17% | 940 | 4 | 0.4% | $1,411 | 加仓 |
| ITA | ISHARES TR | $32.39万 | 0.16% | 1,336 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $29.45万 | 0.15% | 5,106 | -672 | -11.6% | -$3.88万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $28.80万 | 0.15% | 5,694 | 51 | 0.9% | $2,579 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.31万 | 0.14% | 403 | 16 | 4.1% | $1.12万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $27.86万 | 0.14% | 1,504 | -25 | -1.6% | -$4,630 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $27.11万 | 0.14% | 7,360 | -1,041 | -12.4% | -$3.84万 | 减仓 |
| SUSL | ISHARES TR | $26.81万 | 0.14% | 2,019 | -82 | -3.9% | -$1.09万 | 减仓 |
| SNDK | SANDISK CORP | $26.38万 | 0.13% | 116 | 116 | — | $26.38万 | 新建仓 |
| V | VISA INC | $26.16万 | 0.13% | 762 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $24.56万 | 0.12% | 1,621 | 3 | 0.2% | $455 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.39万 | 0.12% | 739 | 3 | 0.4% | $990 | 加仓 |
| EEMV | ISHARES INC | $23.85万 | 0.12% | 3,169 | 13 | 0.4% | $979 | 加仓 |
| WMT | WALMART INC | $23.65万 | 0.12% | 2,088 | -9 | -0.4% | -$1,019 | 减仓 |
| IJH | ISHARES TR | $23.64万 | 0.12% | 3,066 | 4 | 0.1% | $308 | 加仓 |
| LLY | ELI LILLY & CO | $23.36万 | 0.12% | 195 | 5 | 2.6% | $5,991 | 重新持有 |
| ES | EVERSOURCE ENERGY | $22.84万 | 0.12% | 3,161 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $22.54万 | 0.11% | 3,102 | -206 | -6.2% | -$1.50万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $22.36万 | 0.11% | 350 | 350 | — | $22.36万 | 新建仓 |
| IJS | ISHARES TR | $22.16万 | 0.11% | 1,621 | 1,621 | — | $22.16万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.81万 | 0.11% | 693 | -64 | -8.5% | -$2.01万 | 减仓 |
| VV | VANGUARD INDEX FDS | $21.66万 | 0.11% | 630 | 630 | — | $21.66万 | 新建仓 |
| IYE | ISHARES TR | $20.98万 | 0.11% | 3,708 | 3 | 0.1% | $170 | 加仓 |
| — | ISHARES TR | $20.81万 | 0.10% | 2,449 | 5 | 0.2% | $425 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $20.56万 | 0.10% | 3,871 | 21 | 0.5% | $1,115 | 加仓 |
| MA | MASTERCARD INCORPORATED | $20.24万 | 0.10% | 394 | 1 | 0.3% | $514 | 重新持有 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $18.67万 | 0.09% | 12,840 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$24.48万 | 清仓 |