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Mountain Capital Investment Advisors, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mountain Capital Investment Advisors, Inc
报告期 2026-03-31 · CIK 0001714506
持仓数
88
前50大市值合计
$664.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 129 项
建仓 8
增持 92
减持 16
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$19.1M
442,045
+452%
增持
EFG
ISHARES TR
+$11.1M
139,194
+300%
减持
SCHF
SCHWAB STRATEGIC TR
-$11.0M
20,591
-93%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$8.8M
55,878
+3591%
减持
IVV
ISHARES TR
-$8.7M
1,409
-93%
增持
ESGE
ISHARES INC
+$6.0M
214,133
+225%
清仓
IUSB
ISHARES TR
-$5.4M
0
-100%
清仓
GOVT
ISHARES TR
-$4.0M
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.9M
7,652
-94%
减持
SCHC
SCHWAB STRATEGIC TR
-$3.7M
5,744
-94%
增持
AMZN
AMAZON COM INC
+$2.3M
1,371
+105%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$1.6M
29,724
清仓
TIP
ISHARES TR
-$1.4M
0
-100%
清仓
IGSB
ISHARES TR
-$1.4M
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$1.3M
0
-100%
增持
PFE
PFIZER INC
+$1.2M
47,398
+32%
建仓
USMV
ISHARES TR
+$1.1M
13,443
清仓
FALN
ISHARES TR
-$978.0K
0
-100%
清仓
COMT
ISHARES U S ETF TR
-$923.0K
0
-100%
增持
HPQ
HP INC
+$918.0K
56,349
+22%
减持
ESGU
ISHARES TR
-$917.0K
92,313
-14%
增持
MA
MASTERCARD INCORPORATED
+$905.0K
7,066
+49%
减持
VLUE
ISHARES TR
-$904.0K
18,535
-37%
增持
ABT
ABBOTT LABS
+$846.0K
20,833
+25%
清仓
MBB
ISHARES TR
-$834.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$804.0K
33,690
+43%
减持
IXN
ISHARES TR
-$779.0K
25,850
-38%
增持
—
ACCENTURE PLC IRELAND
+$734.0K
6,151
+27%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$729.0K
11,159
+39%
增持
PSX
PHILLIPS 66
+$713.0K
14,213
+129%
增持
PG
PROCTER AND GAMBLE CO
+$698.0K
12,615
+37%
增持
ZTS
ZOETIS INC
+$695.0K
10,390
+36%
增持
ULCC
FRONTIER GROUP HLDGS INC
+$678.0K
66,675
+305%
增持
RIO
RIO TINTO PLC
+$673.0K
16,891
+98%
建仓
AOR
ISHARES TR
+$652.0K
11,513
增持
FHN
FIRST HORIZON CORPORATION
+$645.0K
61,889
+113%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$638.0K
13,051
+71%
增持
GILD
GILEAD SCIENCES INC
+$630.0K
26,038
+41%
建仓
CMRC
BIGCOMMERCE HLDGS INC
+$569.0K
16,851
减持
AAPL
APPLE INC
+$556.0K
24,391
-6%
减持
MSFT
MICROSOFT CORP
-$556.0K
12,355
-18%
增持
GIS
GENERAL MLS INC
+$549.0K
25,352
+31%
增持
UPS
UNITED PARCEL SERVICE INC
+$547.0K
7,391
+34%
增持
UNH
UNITEDHEALTH GROUP INC
+$546.0K
3,736
+26%
建仓
WRBY
WARBY PARKER INC
+$538.0K
13,887
增持
WPC
WP CAREY INC
+$508.0K
20,299
+38%
增持
SO
SOUTHERN CO
+$507.0K
23,052
+37%
增持
NTRS
NORTHERN TR CORP
+$502.0K
13,392
+23%
增持
KO
COCA COLA CO
+$501.0K
31,181
+22%
清仓
ETSY
ETSY INC
-$490.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$489.0K
6,750
+31%
增持
DUK
DUKE ENERGY CORP NEW
+$465.0K
15,808
+36%
增持
ADSK
AUTODESK INC
+$462.0K
6,401
+41%
增持
GD
GENERAL DYNAMICS CORP
+$436.0K
7,555
+31%
清仓
SLP
SIMULATIONS PLUS INC
-$428.0K
0
-100%
增持
TRUP
TRUPANION INC
+$422.0K
10,459
+25%
清仓
JPM
JPMORGAN CHASE & CO
-$414.0K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$406.0K
15,732
+23%
增持
PM
PHILIP MORRIS INTL INC
+$406.0K
15,024
+29%
增持
MRK
MERCK & CO INC
+$396.0K
21,275
+28%
减持
IJR
ISHARES TR
-$396.0K
17,256
-18%
增持
—
GLOBANT S A
+$391.0K
4,930
+46%
增持
ENB
ENBRIDGE INC
+$378.0K
41,509
+28%
增持
JNJ
JOHNSON & JOHNSON
+$372.0K
8,645
+26%
增持
GSHD
GOOSEHEAD INS INC
-$372.0K
9,063
+17%
增持
ABNB
AIRBNB INC
+$371.0K
9,315
+32%
增持
DLR
DIGITAL RLTY TR INC
+$362.0K
5,552
+50%
增持
USB
US BANCORP DEL
+$347.0K
32,697
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$343.0K
3,751
+30%
增持
EMR
EMERSON ELEC CO
+$336.0K
16,793
+27%
增持
MO
ALTRIA GROUP INC
+$335.0K
24,171
+31%
增持
KMB
KIMBERLY-CLARK CORP
+$334.0K
8,190
+30%
增持
IT
GARTNER INC
+$327.0K
4,990
+31%
增持
PPL
PPL CORP
+$318.0K
36,922
+33%
增持
VZ
VERIZON COMMUNICATIONS INC
+$311.0K
31,645
+22%
增持
T
AT&T INC
+$307.0K
53,686
+30%
增持
MEDP
MEDPACE HLDGS INC
+$300.0K
5,976
+32%
增持
NOW
SERVICENOW INC
+$299.0K
3,279
+27%
增持
GOOG
ALPHABET INC
+$296.0K
1,364
+8%
清仓
AMT
AMERICAN TOWER CORP NEW
-$294.0K
0
-100%
增持
WING
WINGSTOP INC
+$291.0K
7,806
+25%
清仓
TLH
ISHARES TR
-$291.0K
0
-100%
增持
CRM
SALESFORCE COM INC
+$289.0K
10,629
+31%
增持
FOXF
FOX FACTORY HLDG CORP
+$288.0K
8,291
+20%
增持
QLYS
QUALYS INC
+$283.0K
5,958
+32%
减持
IXG
ISHARES TR
-$269.0K
14,299
-22%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$268.0K
3,545
增持
TSLA
TESLA INC
+$253.0K
625
+19%
建仓
DOCU
DOCUSIGN INC
+$251.0K
1,765
增持
—
INTERPUBLIC GROUP COS INC
+$250.0K
28,370
+30%
增持
HLI
HOULIHAN LOKEY INC
+$244.0K
7,845
+15%
建仓
SPDW
SPDR INDEX SHS FDS
+$217.0K
5,954
减持
GOOGL
ALPHABET INC
-$213.0K
405
-16%
增持
FSK
FS KKR CAP CORP
+$213.0K
22,498
+76%
增持
ISRG
INTUITIVE SURGICAL INC
+$205.0K
3,406
+23%
增持
ILMN
ILLUMINA INC
+$190.0K
2,462
+18%
增持
NKE
NIKE INC
+$179.0K
7,069
+22%
增持
V
VISA INC
+$175.0K
12,893
+15%
减持
META
META PLATFORMS INC
-$165.0K
9,904
-6%
增持
EXPO
EXPONENT INC
+$164.0K
9,943
+31%
减持
CVX
CHEVRON CORP NEW
+$139.0K
12,947
-8%
增持
NFLX
NETFLIX INC
+$139.0K
2,593
+30%
增持
ALRM
ALARM COM HLDGS INC
+$135.0K
9,318
+18%
增持
SBUX
STARBUCKS CORP
+$134.0K
12,072
+20%
增持
RVLV
REVOLVE GROUP INC
-$130.0K
19,841
+11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$119.0K
5,532
+13%
增持
—
ALTAIR ENGR INC
+$105.0K
9,033
+24%
增持
—
HELEN OF TROY LTD
+$99.0K
2,631
+19%
减持
—
EXXON MOBIL CORP
+$98.0K
24,528
-8%
增持
PYPL
PAYPAL HLDGS INC
-$91.0K
6,144
+26%
减持
IYE
ISHARES TR
+$87.0K
37,205
-3%
增持
AMN
AMN HEALTHCARE SVCS INC
+$87.0K
8,325
+24%
增持
DAVA
ENDAVA PLC
-$82.0K
8,807
+7%
增持
YETI
YETI HLDGS INC
+$77.0K
11,562
+24%
增持
ALGN
ALIGN TECHNOLOGY INC
+$74.0K
1,598
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$73.0K
1,405
+6%
增持
APPF
APPFOLIO INC
+$71.0K
6,038
+14%
增持
MSCI
MSCI INC
+$69.0K
1,402
+19%
增持
PCTY
PAYLOCITY HLDG CORP
-$67.0K
2,467
+13%
增持
—
DUCK CREEK TECHNOLOGIES INC
+$49.0K
26,260
+64%
增持
COST
COSTCO WHSL CORP NEW
+$42.0K
488
+4%
增持
LUV
SOUTHWEST AIRLS CO
-$33.0K
4,440
+2%
增持
COIN
COINBASE GLOBAL INC
+$28.0K
1,322
+15%
增持
BAC
BK OF AMERICA CORP
+$25.0K
5,119
+0%
增持
—
OLO INC
-$21.0K
35,550
+43%
增持
PGNY
PROGYNY INC
+$17.0K
19,438
+26%
增持
MBUU
MALIBU BOATS INC
+$15.0K
7,333
+11%
增持
ICLN
ISHARES TR
-$6.0K
12,116
+5%
增持
BL
BLACKLINE INC
+$5.0K
8,644
+20%
