Milestone Asset Management Group, LLC 13F 持仓 · 2026年Q2
Milestone Asset Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 1.99 亿美元。前几大持仓：QQQ（5.08%）、VOO（4.58%）、GLXY（3.92%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $10.1M | 5.08% | 13,690 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $9.1M | 4.58% | 13,252 | 增持 |
| 3 | GLXY | GALAXY DIGITAL INC. | $7.8M | 3.92% | 284,553 | 增持 |
| 4 | MGK | VANGUARD WORLD FD | $6.6M | 3.33% | 75,231 | 增持 |
| 5 | AAPL | APPLE INC | $6.5M | 3.26% | 22,345 | 减持 |
| 6 | RTX | RTX CORPORATION | $6.0M | 3.00% | 31,435 | 减持 |
| 7 | IVV | ISHARES TR | $5.9M | 2.97% | 7,876 | 减持 |
| 8 | MGV | VANGUARD WORLD FD | $5.6M | 2.81% | 34,132 | 增持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $5.2M | 2.64% | 154,873 | 减持 |
| 10 | SPYG | SPDR SERIES TRUST | $5.0M | 2.53% | 42,164 | 增持 |
| 11 | SPYV | SPDR SERIES TRUST | $4.9M | 2.49% | 81,170 | 增持 |
| 12 | GOOGL | ALPHABET INC | $4.9M | 2.45% | 13,626 | 增持 |
| 13 | DGRO | ISHARES TR | $4.3M | 2.17% | 56,780 | 增持 |
| 14 | SCHX | SCHWAB STRATEGIC TR | $4.1M | 2.06% | 139,078 | 减持 |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $3.9M | 1.99% | 76,277 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $3.7M | 1.86% | 18,505 | 减持 |
| 17 | USMV | ISHARES TR | $3.4M | 1.71% | 35,282 | 减持 |
| 18 | AVUV | AMERICAN CENTY ETF TR | $3.3M | 1.66% | 26,367 | 增持 |
| 19 | AVDE | AMERICAN CENTY ETF TR | $3.3M | 1.65% | 36,796 | 增持 |
| 20 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.2M | 1.61% | 62,545 | 增持 |
| 21 | VBK | VANGUARD INDEX FDS | $3.2M | 1.61% | 8,716 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $3.1M | 1.59% | 8,441 | 减持 |
| 23 | VTI | VANGUARD INDEX FDS | $2.7M | 1.36% | 7,322 | 增持 |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $2.7M | 1.35% | 27,301 | 增持 |
| 25 | XLG | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.34% | 43,414 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR