Milestone Asset Management Group, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 126

Milestone Asset Management Group, LLC在最新一期 13F 报告中披露了 126 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 10.0%。

机构性格雪花图

集中度: 7.67
持仓稳定性: 9.99
动能／逆势: 100
行业集中度: 73.02
多样化: 100
仓位均衡度: 88.05

近期动向

加仓 RTX
+7.2%　US$70.5万
减仓 MSFT
+1.2%　-US$93.1万
减仓 GLXY
+1.9%　-US$99.1万
减仓 FBTC
+4.1%　-US$87.4万
加仓 MGV
+6.2%　US$40.0万
减仓 META
-6.3%　-US$56.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	4.58%	-0.15%	-0.53%
2	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	4.32%	—	+4.96%
3	RTX	Rtx CORP	股票-工业	3.63%	+0.52%	+7.25%
4	AAPL	Apple INC	股票-科技	3.32%	-0.14%	-0.56%
5	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	3.17%	-0.07%	+6.17%
6	GLXY	Galaxy Digital Inc-a	股票-其他	3.06%	-0.45%	+1.89%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	3.01%	-0.03%	+0.29%
8	MGV	Vanguard Mega Cap Value ETF	ETF-其他	2.81%	+0.32%	+6.21%
9	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	2.65%	—	+0.35%
10	SCHG	Schwab US Large-cap Growth	ETF-其他	2.64%	-0.21%	+0.14%
11	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	2.38%	-0.07%	+2.51%
12	DGRO	Ishares Core Dividend Growth	ETF-其他	2.32%	+0.01%	-4.13%
13	GOOGL	Alphabet Inc-cl A	股票-通信服务	2.28%	-0.14%	-0.75%
14	SCHX	Schwab US Large-cap ETF	ETF-其他	2.15%	—	+1.45%
15	FBTC	Fidelity Wise Origin Bitcoin	ETF-加密货币	2.12%	-0.42%	+4.08%
16	NVDA	Nvidia CORP	股票-科技	1.95%	-0.07%	-0.18%
17	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.94%	—	+3.03%
18	MSFT	Microsoft CORP	股票-科技	1.87%	-0.46%	+1.16%
19	DFAU	Dimensional US Core Equity M	ETF-其他	1.84%	—	+5.26%
20	AVDE	Avantis International Equity	ETF-其他	1.73%	+0.21%	+7.19%
21	AVUV	Avantis US Small Cap Value	ETF-中小型股	1.62%	+0.24%	+4.61%
22	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	1.52%	—	+1.10%
23	META	Meta Platforms Inc-class A	股票-通信服务	1.43%	-0.27%	-6.26%
24	XLG	Invesco S&p 500 Top 50 ETF	ETF-大型股与成长	1.43%	-0.07%	-0.08%
25	VYMI	Vanguard Int High Dvd Yld In	ETF-其他	1.42%	+0.20%	+7.38%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.37%	-0.03%	-1.12%
27	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.36%	—	+4.42%
28	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	1.27%	+0.12%	+4.48%
29	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.23%	—	+0.15%
30	AMZN	Amazon.com INC	股票-周期性消费	1.12%	-0.10%	-1.81%
31	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.06%	—	-2.92%
32	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.93%	—	-1.58%
33	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.92%	+0.11%	-1.61%
34	SCHA	Schwab US Small-cap ETF	ETF-其他	0.82%	—	-0.52%
35	TSPY	Tappalpha S&p 500 Gr & Di-us	ETF-大型股与成长	0.80%	—	+8.41%
36	TSLA	Tesla INC	股票-周期性消费	0.75%	-0.11%	+1.89%
37	COST	Costco Wholesale CORP	股票-非周期性消费	0.75%	+0.12%	-0.85%
38	JEPI	Jpmorgan Equity Premium Inco	ETF-其他	0.73%	—	+5.76%
39	GOOG	Alphabet Inc-cl C	股票-通信服务	0.71%	-0.07%	-3.80%
40	BDVL	Ishares Dv Equity Active ETF	ETF-其他	0.71%	—	—
41	ESGU	Ishares Esg Aware Msci USA	ETF-其他	0.68%	-0.05%	-6.00%
42	XLV	Ss Health Care Select Sector	ETF-其他	0.62%	—	-0.70%
43	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.62%	—	-0.93%
44	BDYN	Ishares Dyn Act ETF	ETF-其他	0.59%	—	—
45	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.59%	—	-3.06%
46	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-其他	0.58%	—	+1.38%
47	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-其他	0.58%	—	+1.25%
48	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.57%	-0.05%	-3.91%
49	T	At&t INC	股票-通信服务	0.56%	+0.10%	-0.16%
50	DFUS	Dimensional US Eq Mkt ETF	ETF-其他	0.54%	—	+0.34%

1–50 of 126

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	126	US$1.7亿	10	1QQQ 2VOO 3RTX 主要持股2026-03-31 1.QQQ 2.VOO 3.RTX 4.AAPL 5.MGK 6.GLXY 7.IVV 8.MGV 9.SPYV 10.SCHG
2025-12-31	129	US$1.8亿	19	1QQQ 2VOO 3GLXY 主要持股2025-12-31 1.QQQ 2.VOO 3.GLXY 4.AAPL 5.MGK 6.RTX 7.IVV 8.SCHG 9.SPYV 10.FBTC
2025-09-30	114	US$1.6亿	35	1GLXY 2QQQ 3VOO 主要持股2025-09-30 1.GLXY 2.QQQ 3.VOO 4.FBTC 5.AAPL 6.IVV 7.SCHG 8.MGK 9.SPYV 10.MSFT
2025-06-30	102	US$1.4亿	0	1QQQ 2GLXY 3VOO 主要持股2025-06-30 1.QQQ 2.GLXY 3.VOO 4.FBTC 5.IVV 6.SCHG 7.AAPL 8.MGK 9.MSFT 10.SPYV
2025-03-31	95	US$1.1亿	12	1QQQ 2VOO 3AAPL 主要持股2025-03-31 1.QQQ 2.VOO 3.AAPL 4.IVV 5.SCHG 6.FBTC 7.SPYV 8.MGK 9.DGRO 10.RTX
2024-12-31	95	US$1.1亿	0	1QQQ 2AAPL 3VOO 主要持股2024-12-31 1.QQQ 2.AAPL 3.VOO 4.SCHG 5.IVV 6.FBTC 7.MGK 8.SPYV 9.SCHX 10.MSFT

本季持股变动

Milestone Asset Management Group, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Ishares Msci South Korea ETF (EWY); 清仓: Fidelity Ethereum Fund (FETH); 新建仓: Ishares U.s. Energy ETF (IYE); 清仓: THE Cigna Group (CI); 新建仓: Ss Energy Select Sector (XLE).

Milestone Asset Management Group, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	RTX	Rtx CORP	+0.5%	+7.25%	加仓
2	MGV	Vanguard Mega Cap Value ETF	+0.3%	+6.21%	加仓
3	AVUV	Avantis US Small Cap Value	+0.2%	+4.61%	加仓
4	AVDE	Avantis International Equity	+0.2%	+7.19%	加仓
5	VYMI	Vanguard Int High Dvd Yld In	+0.2%	+7.38%	加仓
6	COST	Costco Wholesale CORP	+0.1%	-0.85%	减仓
7	VEU	Vanguard Ftse All-world Ex-u	+0.1%	+4.48%	加仓
8	HDV	Ishares Core High Dividend E	+0.1%	+16.04%	加仓
9	SCHD	Schwab US Dvd Equity ETF	+0.1%	-1.61%	减仓
10	TER	Teradyne INC	+0.1%	+0.93%	加仓
11	T	At&t INC	+0.1%	-0.16%	减仓
12	DON	Wisdomtree US Midcap Dividen	+0.1%	+19.39%	加仓
13	DGRO	Ishares Core Dividend Growth	0%	-4.13%	减仓
14	SCHX	Schwab US Large-cap ETF	—	+1.45%	加仓
15	IVV	Ishares Core S&p 500 ETF	0%	+0.29%	加仓
16	VTI	Vanguard Total Stock Mkt ETF	0%	-1.12%	减仓
17	ESGU	Ishares Esg Aware Msci USA	-0.1%	-6.00%	减仓
18	IVW	Ishares S&p 500 Growth ETF	-0.1%	-3.91%	减仓
19	ORCL	Oracle CORP	-0.1%	+1.67%	加仓
20	MGK	Vanguard Mega Cap Growth ETF	-0.1%	+6.17%	加仓
21	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.1%	+2.51%	加仓
22	NVDA	Nvidia CORP	-0.1%	-0.18%	减仓
23	XLG	Invesco S&p 500 Top 50 ETF	-0.1%	-0.08%	减仓
24	GOOG	Alphabet Inc-cl C	-0.1%	-3.80%	减仓
25	ADP	Automatic Data Processing	-0.1%	-1.14%	减仓
26	FDS	Factset Research Systems INC	-0.1%	-0.56%	减仓
27	BTCO	Invsco Glxy Btcn ETF	-0.1%	-5.29%	减仓
28	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.1%	-30.49%	减仓
29	AMZN	Amazon.com INC	-0.1%	-1.81%	减仓
30	TSLA	Tesla INC	-0.1%	+1.89%	加仓
31	AAPL	Apple INC	-0.1%	-0.56%	减仓
32	GOOGL	Alphabet Inc-cl A	-0.1%	-0.75%	减仓
33	GBTC	Grayscale Bitcoin Trust ETF	-0.1%	—	不变
34	QQQ	Invesco Qqq Trust Series 1	-0.2%	-0.53%	减仓
35	SCHG	Schwab US Large-cap Growth	-0.2%	+0.14%	加仓
36	META	Meta Platforms Inc-class A	-0.3%	-6.26%	减仓
37	FBTC	Fidelity Wise Origin Bitcoin	-0.4%	+4.08%	加仓
38	GLXY	Galaxy Digital Inc-a	-0.5%	+1.89%	加仓
39	MSFT	Microsoft CORP	-0.5%	+1.16%	加仓
40	EWY	Ishares Msci South Korea ETF	—	NEW	新建仓
41	FETH	Fidelity Ethereum Fund	—	EXIT	清仓
42	IYE	Ishares U.s. Energy ETF	—	NEW	新建仓
43	CI	THE Cigna Group	—	EXIT	清仓
44	XLE	Ss Energy Select Sector	—	NEW	新建仓
45	IGM	Ishares Expanded Tech Sector	—	EXIT	清仓
46	MA	Mastercard INC - A	—	EXIT	清仓
47	XLF	Ss Financial Select Sector	—	EXIT	清仓
48	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建仓
49	LLY	Eli Lilly & Co	—	EXIT	清仓
50	CEG	Constellation Energy	—	EXIT	清仓

FAQ

Milestone Asset Management Group, LLC 是什么机构？属于哪种投资人类型？

Milestone Asset Management Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 126 个已申报仓位之中。

Milestone Asset Management Group, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Milestone Asset Management Group, LLC 按市值排列的前几大持股为： 1. Invesco Qqq Trust Series 1 (QQQ) — US$783.4万 (4.6%) 2. Vanguard S&p 500 ETF (VOO) — US$739.2万 (4.3%) 3. Rtx CORP (RTX) — US$620.9万 (3.6%) 4. Apple INC (AAPL) — US$568.0万 (3.3%) 5. Vanguard Mega Cap Growth ETF (MGK) — US$541.8万 (3.2%)

Milestone Asset Management Group, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Milestone Asset Management Group, LLC 共进行了 49 项显著调整：新建仓 4 个仓位、加仓 19 个既有持股、减仓 19 个仓位，并完全清仓 7 个持股。其中幅度最大的异动：新建仓: Ishares Msci South Korea ETF (EWY); 清仓: Fidelity Ethereum Fund (FETH); 新建仓: Ishares U.s. Energy ETF (IYE); 清仓: THE Cigna Group (CI); 新建仓: Ss Energy Select Sector (XLE)

Milestone Asset Management Group, LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Milestone Asset Management Group, LLC 的主要板块分布如下： • Information Technology: 38.3% • Communication Services: 21.3% • Industrials: 18.9% • Consumer Discretionary: 8.9% • Financials: 7.8% • Consumer Staples: 3.6%