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MILESTONE WEALTH, LLC · 13F 持仓分析
期权收益计算器 机构排行

MILESTONE WEALTH, LLC

No.10220 数据截至 2022Q4
最新持仓市值 (Q4 2022)
$1,455.0万
环比变动 Q3 2022
-$7,849.6万-84.4%
持仓股票数
232
新买入
19
加仓
11
减仓
86
清仓
0
持股不变
116
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Q4 2022 市值Q4 2022 股数上季度市值上季度股数股数变动操作
SSPDR黄金信托GLD
7.31%0.67%$106.4万6,876股$61.9万3,676股+3,200股+87.05%加仓
I景顺·NASDAQ 100 ETFQQQM
4.97%0.81%$72.3万6,576股$75.8万6,576股00.00%持仓不变
IiShares白银信托SLV
4.82%0.46%$70.2万4.0万股$43.0万2.3万股+1.7万股+74.06%加仓
IiShares安硕信托IVW
4.64%1.39%$67.5万1.2万股$128.9万2.1万股-9,688股-45.37%减仓
IiShares安硕信托SHV
3.37%0.66%$49.1万4,464股$61.7万5,600股-1,136股-20.29%减仓
UUS TREASUR NT 0.75 11/24UST NOTE DUE 11/15/24
2.56%$37.2万40.0万股$00股+40.0万股新买入
I景顺·ACTIVELY MANAGED EXCGSY
2.43%1.31%$35.4万7,163股$121.9万2.5万股-1.7万股-70.88%减仓
埃克森美孚XOM
2.24%0.56%$32.6万3,739股$51.9万6,064股-2,325股-38.34%减仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
2.05%0.34%$29.8万5,175股$31.4万5,175股00.00%持仓不变
V先锋领航指数基金VTV
1.95%0.33%$28.4万2,299股$30.3万2,299股00.00%持仓不变
SSPDR道富系列信托SPYD
1.92%0.34%$27.9万7,863股$31.4万7,863股00.00%持仓不变
V先锋领航斯科茨代尔基金VGIT
1.8%0.3%$26.2万4,488股$27.9万4,555股-67股-1.47%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
1.75%0.29%$25.4万2,791股$26.9万2,791股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.72%0.29%$25.0万2,052股$26.6万2,052股00.00%持仓不变
IiShares安硕·S&PIVE
1.71%0.29%$24.9万1,935股$26.6万1,935股00.00%持仓不变
莫德纳MRNA
1.44%0.27%$20.9万1,766股$25.2万1,766股00.00%持仓不变
SSPDR标普500 ETFSPY
1.39%2.04%$20.2万565股$189.8万5,032股-4,467股-88.77%减仓
V先锋领航指数基金VOO
1.3%0.21%$18.9万575股$19.9万575股00.00%持仓不变
TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA
1.27%0.13%$18.5万2.3万股$12.0万1.6万股+7,000股+43.92%加仓
S嘉信·USSCHX
1.25%0.21%$18.2万4,306股$19.2万4,306股00.00%持仓不变
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.15%0.19%$16.7万960股$17.4万960股00.00%持仓不变
英伟达NVDA
1.06%0.21%$15.4万1,270股$19.1万1,258股+12股+0.95%加仓
阿里巴巴BABA
1.04%0.3%$15.1万1,891股$27.5万2,419股-528股-21.83%减仓
GRAYSCALE BITCOIN TRUST ETFGBTC
1.01%0.2%$14.7万1.3万股$18.3万1.5万股-2,308股-15.18%减仓
IiShares安硕·RUSSELLIWB
0.97%0.16%$14.1万716股$14.9万716股00.00%持仓不变
特斯拉TSLA
0.96%0.2%$13.9万1,131股$18.2万685股+446股+65.11%加仓
苹果AAPL
0.95%1.39%$13.8万1,000股$129.6万9,478股-8,478股-89.45%减仓
摩根士丹利MS
0.91%0.16%$13.2万1,665股$14.9万1,965股-300股-15.27%减仓
SSPDR行业精选信托XLK
0.87%0.85%$12.7万1,066股$78.8万6,196股-5,130股-82.80%减仓
BBANK OF AMERBAC
0.84%0.14%$12.2万4,054股$12.6万4,054股00.00%持仓不变
V先锋领航全球基金VDE
0.84%0.18%$12.2万1,201股$17.2万1,725股-524股-30.38%减仓
波音BA
0.83%$12.1万1,000股$00股+1,000股新买入
BlockXYZ
0.82%0.02%$11.9万2,168股$1.8万289股+1,879股+650.17%加仓
谷歌AGOOGL
0.8%0.03%$11.7万1,220股$2.4万251股+969股+386.06%加仓
摩根大通JPM
0.8%0.23%$11.7万1,124股$21.1万1,874股-750股-40.02%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.8%0.13%$11.6万1,872股$12.1万1,872股00.00%持仓不变
I景顺QQQ信托VOO
0.78%0.83%$11.3万422股$77.4万2,761股-2,339股-84.72%减仓
阿斯利康AZN
0.76%0.14%$11.0万2,000股$13.2万2,000股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.7%0.72%$10.2万757股$66.8万4,658股-3,901股-83.75%减仓
iShares安硕·MBSACGL
0.69%0.27%$10.1万1,100股$25.2万2,580股-1,480股-57.36%减仓
SStrategyMSTR
0.67%0.14%$9.7万459股$13.0万790股-331股-41.90%减仓
G高盛·PHYSICAL GOLDAAAU
0.66%0.19%$9.6万5,825股$17.5万9,739股-3,914股-40.19%减仓
GGUIDEWIRE SOFTWAREGWRE
0.63%0.11%$9.2万1,500股$10.6万1,500股00.00%持仓不变
TTWITTER INCTWTR
0.6%$8.8万2,000股$00股+2,000股新买入
雪佛龙CVX
0.55%0.09%$8.0万557股$8.1万557股00.00%持仓不变
IiShares安硕信托DGRO
0.52%0.09%$7.6万1,720股$8.2万1,720股00.00%持仓不变
PProShares信托BITO
0.52%0.12%$7.6万6,325股$11.6万9,990股-3,665股-36.69%减仓
家得宝HD
0.52%0.08%$7.5万270股$7.4万270股00.00%持仓不变
V先锋领航全球基金VGT
0.51%0.08%$7.4万242股$7.9万242股00.00%持仓不变
NNORTHERN GRAPHITE CORPORATIONNGPHF
0.5%0.1%$7.3万20.0万股$9.4万20.0万股00.00%持仓不变

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