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ROCKY MOUNTAIN ADVISERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ROCKY MOUNTAIN ADVISERS, LLC
报告期 2026-03-31 · CIK 0001512779
持仓数
278
前50大市值合计
$336.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 93 项
建仓 7
增持 31
减持 31
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
SRHQ
ELEVATION SERIES TRUST
+$97.8M
3,670,755
减持
JPM
JPMORGAN CHASE & CO
+$1.7M
57,440
-0%
增持
VOO
VANGUARD INDEX FDS
+$565.0K
8,430
+15%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
NRG
NRG ENERGY INC
-$502.0K
68,967
-2%
减持
SCHD
SCHWAB STRATEGIC TR
+$441.0K
49,209
-0%
减持
TSLA
TESLA INC
-$377.0K
2,625
-1%
增持
EVR
EVERCORE INC
+$350.0K
11,900
+3%
增持
STEW
SRH TOTAL RETURN FUND INC
+$347.0K
185,644
+0%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$306.0K
408,104
+0%
增持
VIG
VANGUARD GROUP
+$244.0K
12,994
+2%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$235.0K
0
-100%
清仓
GLD
SPDR GOLD TRUST
-$232.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS INC
+$184.0K
11,879
+2%
增持
MSFT
MICROSOFT CORP
+$126.0K
6,422
+6%
清仓
VTEB
VANGUARD MUN BD FDS
-$114.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$85.0K
1,208
+49%
清仓
AFB
ALLIANCEBERNSTEIN NATL MUNI
-$83.0K
0
-100%
清仓
SLV
ISHARES SILVER TRUST
-$70.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$66.0K
4,371
-7%
增持
EBAY
EBAY INC.
+$57.0K
3,321
+51%
增持
META
META PLATFORMS INC
+$55.0K
816
+158%
增持
KO
COCA COLA CO
+$52.0K
6,684
+0%
增持
STAG
STAG INDL INC
+$52.0K
5,900
+20%
增持
AAPL
APPLE INC
-$51.0K
6,230
+0%
清仓
—
EBIX INC
-$50.0K
0
-100%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$46.0K
0
-100%
减持
BSV
VANGUARD BD INDEX FD INC
-$45.0K
11,908
-5%
增持
MMM
3M CO
+$43.0K
4,466
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.0K
3,193
+46%
减持
LLY
LILLY ELI & CO
-$42.0K
267
-38%
减持
CL
COLGATE PALMOLIVE CO
-$40.0K
280
-68%
减持
OMER
OMEROS CORP
-$38.0K
33,505
-8%
增持
IJH
ISHARES TR
+$35.0K
582
+21%
减持
BHR
BRAEMAR HOTELS & RESORTS INC
-$35.0K
3,000
-73%
增持
SCHF
SCHWAB STRATEGIC TR
+$33.0K
7,868
+0%
增持
IJR
ISHARES TR
+$33.0K
2,755
+5%
减持
PFE
PFIZER INC
+$31.0K
6,418
-6%
清仓
NG
NOVAGOLD RES INC
-$28.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$27.0K
0
-100%
增持
BAC
BANK AMER CORP
+$23.0K
1,815
+47%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$23.0K
1,199
-3%
增持
UBER
UBER TECHNOLOGIES INC
+$22.0K
2,000
+100%
清仓
—
G1 THERAPEUTICS INC
-$22.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$20.0K
1,810
+24%
减持
—
EXXON MOBIL CORP
+$16.0K
1,293
-11%
减持
SCHP
SCHWAB STRATEGIC TR
-$16.0K
29,730
-1%
减持
INTC
INTEL CORP
-$16.0K
11,237
-7%
增持
PAYX
PAYCHEX INC
+$15.0K
3,068
+1%
建仓
QUAL
ISHARES TR
+$13.0K
114
减持
T
AT&T INC
+$13.0K
5,991
-5%
清仓
—
BLACKROCK MUNI INCOME TR II
-$13.0K
0
-100%
减持
CFFN
CAPITOL FED FINL INC
-$12.0K
16,250
-12%
清仓
KGC
KINROSS GOLD CORP
-$11.0K
0
-100%
清仓
HMY
HARMONY GOLD MNG LTD
-$10.0K
0
-100%
减持
EXC
EXELON CORP
-$10.0K
340
-50%
减持
GIS
GENERAL MLS INC
+$9.0K
3,250
-6%
减持
CEG
CONSTELLATION ENERGY CORP
-$9.0K
113
-50%
清仓
—
ATLASSIAN CORP PLC
-$9.0K
0
-100%
清仓
—
BORR DRILLING LTD
-$9.0K
0
-100%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$8.0K
210
+110%
减持
DJTWW
DIGITAL WORLD ACQUISITION CO
-$8.0K
125
-94%
减持
EVRG
EVERGY INC
-$8.0K
886
-18%
减持
WFC
WELLS FARGO CO NEW
-$7.0K
42,575
-3%
清仓
CLF
Cleveland-Cliffs Inc
-$7.0K
0
-100%
增持
RIO
RIO TINTO PLC
+$7.0K
115
+667%
减持
—
UNILEVER PLC
-$6.0K
304
-35%
建仓
TEAM
ATLASSIAN CORP PLC
+$6.0K
43
建仓
RXO
RXO INC
+$5.0K
290
清仓
—
BROOKFIELD ASSET MGMT INC
-$5.0K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$5.0K
685
-30%
增持
MS
MORGAN STANLEY
+$5.0K
781
+1%
建仓
BAM
BROOKFIELD ASSET MGMT INC
+$4.0K
127
清仓
—
TSAKOS ENERGY NAVIGATION LTD
-$4.0K
0
-100%
清仓
CTGO
Contango Ore Inc
-$4.0K
0
-100%
增持
CBSH
COMMERCE BANCSHARES INC
+$3.0K
722
+5%
建仓
—
PROSHARES TR
+$3.0K
60
减持
TAP
MOLSON COORS BREWING CO
-$3.0K
55
-53%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.0K
101,512
-6%
增持
VXUS
VANGUARD STAR FD
+$3.0K
400
+1%
清仓
IAG
IAMGOLD CORP
-$3.0K
0
-100%
减持
KR
KROGER CO
+$2.0K
7,260
-1%
清仓
—
TRANSOCEAN LTD
-$2.0K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$2.0K
2,475
+0%
清仓
—
CONNECT BIOPHARMA HLDGS LTD
-$2.0K
0
-100%
建仓
MARA
MARATHON DIGITAL HOLDINGS IN
+$2.0K
625
清仓
—
STORE CAP CORP
-$2.0K
0
-100%
增持
CPRT
COPART INC
+$2.0K
248
+100%
清仓
—
TWITTER INC
-$1.0K
0
-100%
减持
KD
KYNDRYL HLDGS INC
+$1.0K
166
-3%
增持
FDX
FEDEX CORP
+$1.0K
21
+5%
减持
ALL
ALLSTATE CORP
+$0
121
-3%
增持
TECH
BIO-TECHNE CORP
+$0
52
+300%
减持
—
ACTIVISION BLIZZARD INC
+$0
694
-3%