13FBOX
Milestone Asset Management Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Milestone Asset Management Group, LLC

No.7166 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.99亿
环比变动 Q1 2026
+$2,753.1万+16.1%
持仓股票数
133
新买入
8
加仓
62
减仓
47
清仓
1
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺QQQ信托VOO
5.08%4.58%$1,008.1万1.4万股$783.4万1.4万股+117股+0.86%加仓
V先锋领航指数基金VOO
4.58%4.32%$910.2万1.3万股$739.2万1.2万股+881股+7.12%加仓
GGALAXY DIGITALGLXY
3.92%3.06%$778.0万28.5万股$523.1万28.4万股+1,049股+0.37%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
3.33%3.17%$661.4万7.5万股$541.8万1.5万股+6.0万股+410.18%加仓
苹果AAPL
3.26%3.32%$646.6万2.2万股$568.0万2.2万股-37股-0.17%减仓
雷神技术RTX
3%3.63%$596.4万3.1万股$620.9万3.2万股-751股-2.33%减仓
IiShares安硕信托IVV
2.97%3.01%$589.8万7,876股$515.1万7,885股-9股-0.11%减仓
V先锋领航全球基金MGV
2.81%2.81%$557.9万3.4万股$481.2万3.3万股+935股+2.82%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.64%2.64%$524.1万15.5万股$451.7万15.5万股-174股-0.11%减仓
SSPDR道富系列信托SPYG
2.53%2.38%$501.7万4.2万股$407.5万4.2万股+540股+1.30%加仓
S道富SPYV
2.49%2.65%$493.4万8.1万股$453.9万8.0万股+956股+1.19%加仓
谷歌AGOOGL
2.45%2.28%$487.0万1.4万股$390.7万1.4万股+39股+0.29%加仓
IiShares安硕信托DGRO
2.17%2.32%$430.3万5.7万股$397.1万5.7万股+190股+0.34%加仓
S嘉信·USSCHX
2.06%2.15%$409.3万13.9万股$367.5万14.3万股-4,234股-2.95%减仓
DDimensional维度ETF信托DFAU
1.99%1.84%$394.3万7.6万股$314.9万7.0万股+6,481股+9.29%加仓
英伟达NVDA
1.86%1.95%$370.3万1.9万股$333.3万1.9万股-605股-3.17%减仓
IiShares安硕信托USMV
1.71%1.94%$340.3万3.5万股$331.4万3.6万股-455股-1.27%减仓
AAvantis·U SAVUV
1.66%1.62%$328.9万2.6万股$276.9万2.5万股+1,298股+5.18%加仓
AVANTIS INTLNGG
1.65%1.73%$328.2万3.7万股$296.7万3.5万股+1,824股+5.22%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
1.61%2.12%$319.3万6.3万股$363.0万6.1万股+1,057股+1.72%加仓
V先锋领航指数基金VBK
1.61%1.52%$318.7万8,716股$260.0万8,602股+114股+1.33%加仓
微软MSFT
1.59%1.87%$314.9万8,441股$319.4万8,628股-187股-2.17%减仓
G通用动力VTI
1.36%1.37%$270.9万7,322股$234.8万7,318股+4股+0.05%加仓
V先锋领航白厅基金VYMI
1.35%1.42%$268.1万2.7万股$242.1万2.6万股+1,607股+6.25%加仓
I景顺交易所交易基金信托XLG
1.34%1.43%$265.8万4.3万股$245.1万4.5万股-1,513股-3.37%减仓
I景顺交易所交易基金信托RSP
1.28%1.36%$253.6万1.2万股$232.0万1.2万股-167股-1.38%减仓
V先锋领航国际股票指数基金VEU
1.24%1.27%$245.7万2.9万股$216.6万2.9万股+495股+1.72%加仓
Meta平台META
1.23%1.43%$243.7万4,326股$245.1万4,284股+42股+0.98%加仓
V先锋领航·FTSEVEA
1.17%1.23%$231.8万3.3万股$210.3万3.3万股-280股-0.85%减仓
亚马逊AMZN
1.1%1.12%$219.3万9,200股$191.1万9,177股+23股+0.25%加仓
IiShares安硕信托IEFA
0.98%1.06%$194.9万2.0万股$180.7万2.0万股+222股+1.11%加仓
S嘉信·USSCHA
0.84%0.82%$166.6万4.6万股$139.8万4.8万股-1,970股-4.10%减仓
伯克希尔哈撒韦BRK.B
0.83%0.93%$165.3万3,304股$158.6万3,309股-5股-0.15%减仓
S嘉信策略信托SCHD
0.78%0.92%$155.6万4.9万股$158.2万5.2万股-2,495股-4.84%减仓
AAlphabet Inc Class CGOOG
0.77%0.71%$152.7万4,321股$122.0万4,254股+67股+1.57%加仓
EETF机会信托TSPY
0.75%0.8%$149.4万5.9万股$136.8万5.9万股-94股-0.16%减仓
特斯拉TSLA
0.73%0.75%$144.8万3,443股$128.2万3,449股-6股-0.17%减仓
IiShares安硕信托ITOT
0.67%0.68%$133.1万8,132股$115.5万8,164股-32股-0.39%减仓
J摩根大通交易所交易基金JEPI
0.64%0.73%$127.1万2.3万股$124.5万2.2万股+533股+2.43%加仓
B贝莱德ETF信托BMN
0.64%0.71%$126.2万4.9万股$121.4万4.9万股-645股-1.31%减仓
好市多COST
0.6%0.75%$119.0万1,273股$127.7万1,281股-8股-0.62%减仓
IiShares安硕信托IVW
0.6%0.57%$118.6万8,621股$96.8万8,555股+66股+0.77%加仓
S道富MDYG
0.58%0.58%$115.9万1.0万股$98.8万1.0万股+37股+0.36%加仓
IiShares安硕·S&PIVE
0.58%0.62%$115.8万5,101股$105.7万5,005股+96股+1.92%加仓
SSPDR标普500 ETFSPY
0.58%0.59%$115.7万1,549股$100.8万1,550股-1股-0.06%减仓
B贝莱德ETF信托BDYN
0.57%0.59%$113.5万4.1万股$101.1万4.2万股-685股-1.65%减仓
S道富MDYV
0.56%0.58%$111.6万1.2万股$99.7万1.2万股+51股+0.44%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.55%0.62%$108.2万6,822股$106.1万7,237股-415股-5.73%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.54%0.54%$107.8万1.3万股$93.1万1.3万股+18股+0.14%加仓
IiShares安硕信托IXN
0.5%0.4%$99.9万6,915股$69.1万6,912股+3股+0.04%加仓

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