Milestone Asset Management, LLC 13F 持仓 · 2026年Q2
Milestone Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 259 只证券，申报市值合计 6.36 亿美元。前几大持仓：BUFR（5.98%）、SGOV（4.62%）、FLRN（3.86%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $38.0M | 5.98% | 1.0M | 减持 |
| 2 | SGOV | ISHARES TR | $29.4M | 4.62% | 291,854 | 减持 |
| 3 | FLRN | SPDR SERIES TRUST | $24.6M | 3.86% | 796,500 | 增持 |
| 4 | AAPL | APPLE INC | $19.1M | 3.01% | 66,053 | 减持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $14.3M | 2.25% | 19,189 | 增持 |
| 6 | IVV | ISHARES TR | $14.0M | 2.21% | 18,751 | 增持 |
| 7 | BUFD | FIRST TR EXCHNG TRADED FD VI | $11.8M | 1.85% | 395,577 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $10.7M | 1.68% | 53,310 | 增持 |
| 9 | GOVT | ISHARES TR | $8.5M | 1.33% | 371,787 | 新建仓 |
| 10 | SYSB | ISHARES TR | $8.3M | 1.31% | 93,640 | 新建仓 |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | $8.2M | 1.29% | 141,848 | 增持 |
| 12 | MSTB | ETF SER SOLUTIONS | $8.0M | 1.26% | 186,273 | 增持 |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | $7.8M | 1.23% | 127,319 | 增持 |
| 14 | DYNF | BLACKROCK ETF TRUST | $7.7M | 1.21% | 113,015 | 减持 |
| 15 | LLY | ELI LILLY & CO | $7.7M | 1.21% | 6,415 | 增持 |
| 16 | IVW | ISHARES TR | $7.4M | 1.16% | 53,823 | 减持 |
| 17 | GGOV | BLACKROCK ETF TRUST II | $7.1M | 1.12% | 141,035 | 新建仓 |
| 18 | BINC | BLACKROCK ETF TRUST II | $6.9M | 1.09% | 132,518 | 新建仓 |
| 19 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $7.0M | 1.09% | 356,227 | 增持 |
| 20 | SPYV | SPDR SERIES TRUST | $6.7M | 1.05% | 110,087 | 增持 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.6M | 1.03% | 7,030 | 增持 |
| 22 | AMGN | AMGEN INC | $6.5M | 1.02% | 17,878 | 增持 |
| 23 | GMAY | FIRST TR EXCHNG TRADED FD VI | $6.4M | 1.01% | 149,502 | 增持 |
| 24 | CAT | CATERPILLAR INC | $6.3M | 0.99% | 5,933 | 减持 |
| 25 | ACWX | ISHARES TR | $6.2M | 0.98% | 81,600 | 增持 |
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