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Milestones Private Investment Advisors LLC · 13F 持仓分析
期权收益计算器 机构排行

Milestones Private Investment Advisors LLC

No.8698 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.26亿
环比变动 Q1 2026
+$1,208.4万+10.6%
持仓股票数
77
新买入
4
加仓
23
减仓
23
清仓
5
持股不变
27
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
F第一信托交易所交易基金RDVY
7.58%1.73%$951.4万11.7万股$196.8万2.9万股+8.9万股+307.24%加仓
SSPDR道富系列信托SPYG
7.37%2.19%$926.1万7.8万股$248.5万2.5万股+5.2万股+206.63%加仓
I景顺·NASDAQ 100 ETFQQQM
7.09%4.74%$889.9万2.9万股$538.4万2.3万股+6,712股+29.62%加仓
S道富SPYV
6.69%1.93%$840.4万13.8万股$218.6万3.9万股+10.0万股+257.87%加仓
IiShares安硕信托GARP
6.52%3.41%$819.4万9.9万股$387.5万6.1万股+3.9万股+63.87%加仓
S嘉信策略信托SCHD
5.38%2.64%$675.4万21.3万股$299.8万9.8万股+11.5万股+118.00%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
5.08%3.34%$637.5万13.1万股$379.1万7.5万股+5.6万股+75.57%加仓
VanEck ETF信托SMH
4.48%5.26%$562.4万8,574股$596.9万1.6万股-6,995股-44.93%减仓
IiShares安硕信托TLT
3.41%3.78%$428.3万5.0万股$428.9万4.9万股+86股+0.17%加仓
F第一信托交易所交易基金IIIFPE
2.09%2.28%$262.3万14.7万股$258.9万14.6万股+818股+0.56%加仓
I景顺自营指数基金BSCS
2.04%2.28%$255.9万12.6万股$258.5万12.7万股-926股-0.73%减仓
I景顺自营指数基金BSCR
2.03%2.26%$254.4万13.0万股$257.1万13.1万股-1,307股-1.00%减仓
I景顺自营指数基金BSCU
2.02%2.27%$253.8万15.2万股$257.1万15.4万股-1,292股-0.84%减仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
2.02%2.26%$253.3万13.6万股$256.3万13.7万股-987股-0.72%减仓
I景顺自营指数基金BSJU
1.87%2.07%$235.2万9.1万股$235.1万9.2万股-750股-0.82%减仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
1.78%$223.4万8.3万股$00股+8.3万股新买入
F第一信托交易所交易基金VIDEED
1.68%1.83%$211.0万9.9万股$207.9万9.7万股+1,191股+1.22%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.39%1.43%$174.2万2.1万股$162.9万2.0万股+1,488股+7.54%加仓
DDOUBLELINE MORTGAGE ETFDMBS
1.28%1.43%$161.3万3.3万股$162.4万3.3万股-26股-0.08%减仓
WWORLD GOLD TRGLD
1.23%2.83%$155.1万2.0万股$321.1万3.5万股-1.5万股-43.65%减仓
IiShares安硕信托TIP
1.17%1.14%$147.3万1.3万股$129.9万1.2万股+1,690股+14.36%加仓
F第一信托交易所交易基金FCVT
1.16%1.07%$146.1万2.7万股$121.9万2.8万股-419股-1.52%减仓
应用材料AMAT
1.15%0.6%$144.6万2,000股$68.4万2,000股00.00%持仓不变
SSPDR黄金信托GLD
1.13%1.46%$141.8万3,849股$165.7万3,850股-1股-0.03%减仓
SSPDR标普500 ETFSPY
1.08%1.04%$135.8万1,819股$118.3万1,819股00.00%持仓不变
苹果AAPL
1.06%1.02%$132.6万4,584股$116.3万4,583股+1股+0.02%加仓
V先锋领航指数基金VOO
0.97%0.84%$121.8万1,654股$95.4万1,653股+1股+0.06%加仓
微软MSFT
0.9%0.99%$113.2万3,034股$112.3万3,034股00.00%持仓不变
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.84%2.52%$105.1万6,624股$285.6万1.9万股-1.3万股-66.00%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.79%0.83%$99.6万3.4万股$94.0万3.7万股-3,077股-8.21%减仓
F第一信托交易所交易基金IIIFMB
0.78%0.85%$98.4万1.9万股$97.0万1.9万股00.00%持仓不变
IiShares安硕·S&PIVE
0.7%0.72%$88.0万3,875股$81.8万3,875股00.00%持仓不变
IiShares安硕信托IEI
0.69%0.79%$86.4万7,190股$89.4万7,478股-288股-3.85%减仓
IiShares安硕信托IVV
0.68%0.67%$85.0万1,135股$75.7万1,159股-24股-2.07%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.67%0.66%$84.1万1,609股$74.5万1,609股00.00%持仓不变
IiShares安硕信托USMV
0.62%0.7%$78.2万8,105股$79.8万8,610股-505股-5.87%减仓
MMORGAN STANLEY ETF TRUSTMSOL
0.61%0.67%$76.5万1.5万股$76.3万1.5万股00.00%持仓不变
F第一信托·USTFMHI
0.61%0.66%$76.2万1.6万股$75.0万1.6万股-60股-0.38%减仓
康宁GLW
0.6%0.35%$75.6万2,959股$39.9万2,934股+25股+0.85%加仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.6%0.65%$75.1万3.0万股$74.0万3.0万股00.00%持仓不变
PPIMCO太平洋投资管理ETFHYS
0.59%0.61%$73.6万7,874股$69.2万7,421股+453股+6.10%加仓
V先锋领航全球基金VGT
0.49%0.4%$61.0万5,104股$44.9万643股+4,461股+693.78%加仓
FFIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUALFXU
0.44%5.34%$55.0万1.1万股$606.3万12.2万股-11.1万股-90.88%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.43%0.48%$53.6万2.3万股$54.4万2.3万股-263股-1.12%减仓
IiShares安硕信托IJK
0.41%0.41%$51.7万4,396股$46.8万4,656股-260股-5.58%减仓
史赛克SYK
0.39%0.45%$48.6万1,544股$50.7万1,544股00.00%持仓不变
TRAVELERS COSTRV
0.35%0.35%$44.6万1,350股$39.4万1,350股00.00%持仓不变
I景顺·ACTIVELY MANAGED EXCGSY
0.35%0.39%$44.5万8,868股$44.4万8,868股00.00%持仓不变
PPRINCIPAL ACTIVE HIGH YIELD ETFYLD
0.34%0.35%$42.6万2.2万股$40.2万2.1万股+1,091股+5.14%加仓
SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ
0.31%0.35%$39.4万1.3万股$39.6万1.3万股00.00%持仓不变

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