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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 93 项
建仓 9
增持 22
减持 41
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SRHQ
ELEVATION SERIES TRUST
-$6.8M
4,307,073
-0%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$4.7M
544
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.9M
28,788
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。
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$772.1K
9,673
+0%
增持
SRHR
ELEVATION SERIES TRUST
-$623.1K
878,174
+0%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$616.6K
407,811
+0%
减持
DIS
DISNEY WALT CO
-$608.4K
5,065
-49%
减持
MSFT
MICROSOFT CORP
-$466.6K
5,563
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$431.4K
942,552
-4%
减持
SCHP
SCHWAB STRATEGIC TR
-$417.3K
20,838
-45%
减持
SDY
SPDR SERIES TRUST
-$320.2K
4,460
-36%
增持
SCHB
SCHWAB STRATEGIC TR
-$310.8K
387,784
+2%
增持
FWRG
FIRST WATCH RESTAURANT GROUP
+$296.0K
31,395
+158%
减持
PG
PROCTER AND GAMBLE CO
-$243.5K
2,657
-36%
建仓
DKNG
DRAFTKINGS INC NEW
+$239.9K
7,224
增持
VOO
VANGUARD INDEX FDS
-$214.3K
8,996
+0%
增持
AAPL
APPLE INC
-$191.1K
6,763
+0%
增持
NVDA
NVIDIA CORP
-$147.2K
5,915
+1%
减持
VIG
VANGUARD GROUP
-$146.9K
12,863
-5%
减持
BSV
VANGUARD BD INDEX FD INC
-$146.5K
8,000
-20%
减持
STEW
SRH TOTAL RETURN FUND INC
+$145.9K
186,995
-3%
减持
VYM
VANGUARD WHITEHALL FDS INC
-$127.8K
12,254
-8%
减持
XMLV
INVESCO EXCHNG TRADED FD TR
-$124.1K
4,075
-34%
减持
WMT
WALMART INC
-$115.7K
18,192
-4%
减持
JNJ
JOHNSON & JOHNSON
-$115.3K
1,380
-42%
减持
MMM
3M CO
-$111.3K
1,000
-50%
减持
NRG
NRG ENERGY INC
-$93.4K
8,000
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$92.6K
600
-45%
增持
GOOGL
ALPHABET INC
+$76.0K
3,503
+42%
清仓
YUM
YUM BRANDS INC
-$75.1K
0
-100%
减持
INTC
INTEL CORP
-$69.5K
6,862
-39%
建仓
TOL
TOLL BROTHERS INC
+$68.6K
650
减持
SCHW
SCHWAB CHARLES CORP NEW
-$66.1K
1,855
-35%
减持
CINF
CINCINNATI FINL CORP
-$64.3K
1,866
-21%
减持
STAG
STAG INDL INC
-$61.9K
2,500
-44%
增持
GFL
GFL ENVIRONMENTAL INC
+$55.9K
3,000
+50%
建仓
SHAK
SHAKE SHACK INC
+$44.1K
500
减持
AMZN
AMAZON COM INC
-$35.3K
490
-16%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$31.2K
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC
+$30.5K
3,183
+19%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$30.2K
0
-100%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$28.3K
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$27.9K
0
-100%
增持
COWZ
PACER FDS TR
+$27.3K
1,040
+98%
减持
VZ
VERIZON COMMUNICATIONS INC
-$26.5K
2,515
-28%
建仓
FOUR
SHIFT4 PMTS INC
+$26.1K
320
建仓
IBP
INSTALLED BLDG PRODS INC
+$20.6K
120
清仓
URI
UNITED RENTALS INC
-$20.4K
0
-100%
减持
T
AT&T INC
+$20.2K
4,322
-4%
减持
SFM
SPROUTS FMRS MKT INC
-$19.7K
100
-64%
减持
—
GENPACT LIMITED
-$19.7K
121
-80%
增持
ALSN
ALLISON TRANSMISSION HLDGS
+$18.8K
468
+95%
建仓
DXCM
DEXCOM INC
+$18.8K
275
清仓
BALL
BALL CORP
-$16.5K
0
-100%
减持
IPAR
INTER PARFUMS INC
-$16.3K
475
-11%
减持
OMER
OMEROS CORP
-$15.9K
50
-97%
减持
SOLV
SOLVENTUM CORP
-$15.3K
125
-67%
减持
VTI
VANGUARD INDEX FDS
-$14.6K
741
-2%
清仓
MU
MICRON TECHNOLOGY INC
-$14.3K
0
-100%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$13.9K
744
-57%
减持
—
STELLANTIS N.V
-$13.7K
127
-89%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$11.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$10.1K
5,961
-3%
清仓
WIP
SPDR SERIES TRUST
-$9.4K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$8.7K
7,610
-6%
减持
GRBK
GREEN BRICK PARTNERS INC
-$8.2K
1,710
-10%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$7.8K
2,267
+2%
清仓
BGS
B & G FOODS INC
-$6.9K
0
-100%
增持
MS
MORGAN STANLEY
-$6.7K
801
+1%
增持
MTH
MERITAGE HOMES CORP
-$6.0K
1,000
+100%
增持
GTY
GETTY RLTY CORP NEW
+$6.0K
3,904
+2%
增持
EQBK
EQUITY BANCSHARES INC
-$6.0K
2,079
+0%
清仓
KD
KYNDRYL HLDGS INC
-$5.5K
0
-100%
增持
GPC
GENUINE PARTS CO
+$5.1K
1,513
+1%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$4.5K
0
-100%
建仓
GNTX
GENTEX CORP
+$4.3K
184
建仓
FIVE
FIVE BELOW INC
+$3.9K
52
清仓
UUUU
ENERGY FUELS INC
-$3.2K
0
-100%
减持
EVRG
EVERGY INC
+$3.1K
797
-5%
清仓
—
BORR DRILLING LTD
-$2.4K
0
-100%
清仓
BMY
BRISTOL MYERS SQUIBB CO
-$2.1K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0K
35
-56%
清仓
YOLO
ADVISORSHARES TR
-$1.8K
0
-100%
增持
BA
BOEING CO
-$1.7K
405
+1%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$1.6K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.3K
2,588
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.3K
22
-57%
清仓
—
LIBERTY MEDIA CORP DEL
-$1.0K
0
-100%
减持
EMB
ISHARES TR
-$878
8
-56%
减持
VNQ
VANGUARD INDEX FDS
-$619
125
-7%
清仓
WBD
WARNER BROS DISCOVERY INC
-$433
0
-100%
增持
RLI
RLI CORP
-$275
132
+100%
清仓
—
QURATE RETAIL INC
-$38
0
-100%
