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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 120 项
建仓 5
增持 48
减持 33
清仓 34
方向
标的
Δ市值
现股数(环比)
建仓
IWR
ISHARES TR
+$8.0M
105,435
增持
IJR
ISHARES TR
+$7.8M
94,023
+445%
建仓
COMT
ISHARES U S ETF TR
+$4.6M
115,387
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
+$3.2M
79,276
+42%
清仓
FOXF
FOX FACTORY HLDG CORP
-$1.3M
0
-100%
清仓
—
GLOBANT S A
-$1.3M
0
-100%
清仓
WING
WINGSTOP INC
-$1.3M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$1.3M
0
-100%
清仓
DAVA
ENDAVA PLC
-$1.2M
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$1.2M
0
-100%
清仓
TRUP
TRUPANION INC
-$1.1M
0
-100%
清仓
GOOGL
ALPHABET INC
-$1.1M
0
-100%
清仓
PPL
PPL CORP
-$1.1M
0
-100%
清仓
RVLV
REVOLVE GROUP INC
-$1.1M
0
-100%
清仓
EXPO
EXPONENT INC
-$1.0M
0
-100%
清仓
GSHD
GOOSEHEAD INS INC
-$985.0K
0
-100%
清仓
ULCC
FRONTIER GROUP HLDGS INC
-$951.0K
0
-100%
减持
VLUE
ISHARES TR
-$950.0K
11,211
-40%
清仓
PGNY
PROGYNY INC
-$927.0K
0
-100%
清仓
HLI
HOULIHAN LOKEY INC
-$926.0K
0
-100%
增持
EFG
ISHARES TR
-$911.0K
148,517
+7%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$895.0K
0
-100%
清仓
YETI
YETI HLDGS INC
-$867.0K
0
-100%
清仓
BL
BLACKLINE INC
-$854.0K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$804.0K
0
-100%
清仓
QLYS
QUALYS INC
-$778.0K
0
-100%
清仓
—
DUCK CREEK TECHNOLOGIES INC
-$760.0K
0
-100%
清仓
ALRM
ALARM COM HLDGS INC
-$751.0K
0
-100%
清仓
APPF
APPFOLIO INC
-$749.0K
0
-100%
增持
V
VISA INC
+$713.0K
16,191
+26%
减持
NTRS
NORTHERN TR CORP
-$693.0K
9,310
-30%
清仓
—
OLO INC
-$682.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$623.0K
13,769
+6%
清仓
—
ALTAIR ENGR INC
-$619.0K
0
-100%
增持
EFV
ISHARES TR
-$608.0K
454,772
+3%
增持
ESGU
ISHARES TR
-$602.0K
93,639
+1%
清仓
—
HELEN OF TROY LTD
-$600.0K
0
-100%
建仓
C
CITIGROUP INC
+$594.0K
11,759
清仓
CMRC
BIGCOMMERCE HLDGS INC
-$569.0K
0
-100%
清仓
WRBY
WARBY PARKER INC
-$538.0K
0
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$534.0K
0
-100%
增持
NFLX
NETFLIX INC
+$533.0K
5,559
+114%
增持
—
EXXON MOBIL CORP
+$533.0K
27,230
+11%
减持
CSCO
CISCO SYS INC
-$505.0K
30,178
-10%
减持
IXN
ISHARES TR
-$490.0K
20,691
-20%
增持
ABNB
AIRBNB INC
+$490.0K
12,864
+38%
清仓
MBUU
MALIBU BOATS INC
-$486.0K
0
-100%
增持
FHN
FIRST HORIZON CORPORATION
+$476.0K
68,598
+11%
减持
—
ACCENTURE PLC IRELAND
-$475.0K
5,599
-9%
减持
ZTS
ZOETIS INC
-$456.0K
9,116
-12%
减持
IXG
ISHARES TR
-$440.0K
9,856
-31%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$436.0K
5,742
+4%
增持
DOCU
DOCUSIGN INC
+$424.0K
6,640
+276%
增持
CRM
SALESFORCE COM INC
-$408.0K
10,681
+0%
增持
META
FACEBOOK INC
-$408.0K
13,416
+35%
减持
GILD
GILEAD SCIENCES INC
-$389.0K
24,153
-7%
增持
DLR
DIGITAL RLTY TR INC
+$355.0K
8,507
+53%
减持
PFE
PFIZER INC
-$353.0K
43,276
-9%
减持
LMT
LOCKHEED MARTIN CORP
+$351.0K
3,698
-1%
建仓
AOA
ISHARES TR
+$343.0K
5,107
增持
T
AT&T INC
-$332.0K
55,124
+3%
增持
MA
MASTERCARD INCORPORATED
+$323.0K
8,379
+19%
建仓
—
DISCOVERY INC
+$320.0K
13,088
减持
IVV
ISHARES TR
-$319.0K
782
-44%
清仓
COIN
COINBASE GLOBAL INC
-$314.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$283.0K
3,786
+1%
增持
GD
GENERAL DYNAMICS CORP
+$270.0K
7,669
+2%
减持
MSCI
MSCI INC
-$256.0K
1,070
-24%
减持
IT
GARTNER INC
-$248.0K
4,282
-14%
减持
NOW
SERVICENOW INC
-$242.0K
3,237
-1%
增持
ENB
ENBRIDGE INC
+$233.0K
42,280
+2%
清仓
SCHC
SCHWAB STRATEGIC TR
-$232.0K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$232.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$222.0K
12,866
+4%
清仓
SPDW
SPDR INDEX SHS FDS
-$217.0K
0
-100%
增持
TSLA
TESLA INC
+$209.0K
897
+44%
增持
ESGE
ISHARES INC
+$200.0K
247,371
+16%
增持
AAPL
APPLE INC
-$195.0K
24,584
+1%
增持
ALGN
ALIGN TECHNOLOGY INC
-$194.0K
1,709
+7%
增持
USB
US BANCORP DEL
-$193.0K
35,542
+9%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$181.0K
32,272
+9%
增持
RIO
RIO TINTO PLC
+$180.0K
18,025
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$175.0K
7,883
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$154.0K
7,374
-0%
增持
GOOG
ALPHABET INC
-$149.0K
1,414
+4%
减持
USMV
ISHARES TR
-$133.0K
11,829
-12%
增持
ILMN
ILLUMINA INC
-$118.0K
2,634
+7%
减持
—
INTERPUBLIC GROUP COS INC
-$117.0K
27,618
-3%
增持
ISRG
INTUITIVE SURGICAL INC
-$114.0K
3,596
+6%
增持
KO
COCA COLA CO
+$114.0K
31,329
+0%
减持
EMR
EMERSON ELEC CO
-$97.0K
16,328
-3%
增持
ABT
ABBOTT LABS
-$87.0K
22,822
+10%
增持
NKE
NIKE INC
-$86.0K
7,806
+10%
减持
MCD
MCDONALDS CORP
-$86.0K
6,718
-0%
减持
PG
PROCTER AND GAMBLE CO
-$79.0K
12,049
-4%
减持
DUK
DUKE ENERGY CORP NEW
+$78.0K
14,966
-5%
增持
PRU
PRUDENTIAL FINL INC
+$75.0K
16,224
+3%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$71.0K
10,313
-8%
减持
SO
SOUTHERN CO
+$58.0K
21,709
-6%
减持
MRK
MERCK & CO. INC
+$55.0K
20,693
-3%
增持
COST
COSTCO WHSL CORP NEW
+$54.0K
528
+8%
减持
JNJ
JOHNSON & JOHNSON
+$51.0K
8,514
-2%
增持
BAC
BK OF AMERICA CORP
-$49.0K
5,120
+0%
增持
PSX
PHILLIPS 66
+$49.0K
15,428
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$48.0K
13,345
+2%
减持
GIS
GENERAL MLS INC
-$48.0K
23,955
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.0K
32,286
+2%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$34.0K
3,460
-2%
减持
WPC
WP CAREY INC
-$34.0K
19,242
-5%
减持
IYE
ISHARES TR
-$28.0K
29,959
-19%
减持
PM
PHILIP MORRIS INTL INC
-$28.0K
14,707
-2%
增持
PYPL
PAYPAL HLDGS INC
+$24.0K
10,941
+78%
增持
ADSK
AUTODESK INC
-$17.0K
8,617
+35%
增持
AMZN
AMAZON COM INC
-$16.0K
1,495
+9%
增持
FSK
FS KKR CAP CORP
+$15.0K
22,767
+1%
减持
MO
ALTRIA GROUP INC
-$6.0K
21,848
-10%
增持
AOR
ISHARES TR
-$6.0K
12,286
+7%
增持
LUV
SOUTHWEST AIRLS CO
-$3.0K
4,693
+6%
增持
HPQ
HP INC
-$2.0K
57,759
+3%
减持
ICLN
ISHARES TR
+$1.0K
11,432
-6%
