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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 94 项
建仓 8
增持 42
减持 23
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
HDV
ISHARES TR
+$18.4M
182,506
减持
EFV
ISHARES TR
-$3.5M
447,937
-2%
清仓
META
FACEBOOK INC
-$2.9M
0
-100%
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。
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.5M
0
-100%
减持
IJR
ISHARES TR
-$2.3M
78,775
-16%
清仓
ABNB
AIRBNB INC
-$2.1M
0
-100%
减持
EFG
ISHARES TR
-$2.1M
145,363
-2%
增持
AMZN
AMAZON COM INC
+$1.9M
55,549
+3616%
清仓
NFLX
NETFLIX INC
-$1.9M
0
-100%
清仓
ADSK
AUTODESK INC
-$1.7M
0
-100%
清仓
CSCO
CISCO SYS INC
-$1.6M
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.4M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.4M
0
-100%
清仓
MO
ALTRIA GROUP INC
-$1.2M
0
-100%
清仓
VLUE
ISHARES TR
-$1.2M
0
-100%
建仓
EEMV
ISHARES INC
+$1.1M
19,999
建仓
IJS
ISHARES TR
+$1.1M
12,035
清仓
NTRS
NORTHERN TR CORP
-$1.1M
0
-100%
增持
GOOG
ALPHABET INC
+$1.1M
1,980
+40%
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.0M
0
-100%
建仓
ULCC
FRONTIER GROUP HLDGS INC
+$944.0K
91,086
减持
ESGE
ISHARES INC
-$943.0K
246,966
-0%
清仓
—
INTERPUBLIC GROUP COS INC
-$943.0K
0
-100%
清仓
ILMN
ILLUMINA INC
-$925.0K
0
-100%
减持
ABT
ABBOTT LABS
-$832.0K
17,429
-24%
减持
HPQ
HP INC
-$801.0K
44,205
-23%
建仓
PBA
PEMBINA PIPELINE CORP
+$782.0K
22,100
清仓
IXG
ISHARES TR
-$771.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$700.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$675.0K
0
-100%
建仓
IFRA
ISHARES TR
+$675.0K
19,714
减持
COMT
ISHARES U S ETF TR
-$661.0K
99,481
-14%
增持
T
AT&T INC
+$577.0K
78,439
+42%
增持
C
CITIGROUP INC
+$568.0K
24,752
+110%
清仓
MSCI
MSCI INC
-$520.0K
0
-100%
增持
IWR
ISHARES TR
-$470.0K
113,436
+8%
增持
AAPL
APPLE INC
-$463.0K
24,681
+0%
减持
ZTS
ZOETIS INC
-$384.0K
7,653
-16%
减持
RIO
RIO TINTO PLC
-$383.0K
17,721
-2%
减持
IYE
ISHARES TR
-$379.0K
22,518
-25%
建仓
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$354.0K
20,825
减持
CCI
CROWN CASTLE INTL CORP NEW
-$349.0K
9,750
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$336.0K
91,989
+16%
清仓
—
DISCOVERY INC
-$320.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$307.0K
13,749
-0%
增持
GIS
GENERAL MLS INC
+$289.0K
26,191
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$269.0K
3,434
-9%
增持
GILD
GILEAD SCIENCES INC
+$268.0K
28,105
+16%
减持
IT
GARTNER INC
-$257.0K
3,998
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$256.0K
13,792
+3%
增持
PRU
PRUDENTIAL FINL INC
-$244.0K
17,040
+5%
清仓
BAC
BK OF AMERICA CORP
-$203.0K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$200.0K
0
-100%
增持
NOW
SERVICENOW INC
+$199.0K
3,730
+15%
增持
FHN
FIRST HORIZON CORPORATION
+$196.0K
81,612
+19%
减持
USB
US BANCORP DEL
-$195.0K
35,132
-1%
增持
ESGU
ISHARES TR
+$193.0K
108,437
+16%
增持
TSLA
TESLA INC
-$191.0K
932
+4%
减持
IXN
ISHARES TR
-$186.0K
19,642
-5%
减持
ENB
ENBRIDGE INC
-$183.0K
42,036
-1%
建仓
RXST
RXSIGHT INC
+$174.0K
12,100
增持
KMB
KIMBERLY-CLARK CORP
+$165.0K
8,566
+9%
增持
EMR
EMERSON ELEC CO
-$161.0K
16,812
+3%
增持
MRK
MERCK & CO INC
+$145.0K
20,834
+1%
增持
DLR
DIGITAL RLTY TR INC
-$131.0K
8,621
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$125.0K
3,772
+2%
增持
MCD
MCDONALDS CORP
+$109.0K
7,084
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$101.0K
32,326
+0%
增持
CRM
SALESFORCE INC
+$99.0K
12,379
+16%
减持
PM
PHILIP MORRIS INTL INC
-$97.0K
14,652
-0%
增持
V
VISA INC
+$83.0K
17,555
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$82.0K
1,477
+5%
增持
KO
COCA COLA CO
+$75.0K
32,970
+5%
增持
DUK
DUKE ENERGY CORP NEW
-$75.0K
15,308
+2%
增持
PYPL
PAYPAL HLDGS INC
-$62.0K
15,176
+39%
增持
USMV
ISHARES TR
-$55.0K
12,142
+3%
减持
COST
COSTCO WHSL CORP NEW
-$50.0K
523
-1%
增持
FSK
FS KKR CAP CORP
-$45.0K
23,103
+1%
减持
PFE
PFIZER INC
-$45.0K
42,848
-1%
减持
—
EXXON MOBIL CORP
-$45.0K
26,039
-4%
减持
PSX
PHILLIPS 66
-$44.0K
14,887
-4%
增持
AOA
ISHARES TR
+$41.0K
6,376
+25%
增持
AOR
ISHARES TR
-$37.0K
12,670
+3%
增持
JNJ
JOHNSON & JOHNSON
+$30.0K
8,746
+3%
减持
WPC
WP CAREY INC
-$26.0K
19,069
-1%
增持
PG
PROCTER AND GAMBLE CO
-$23.0K
13,009
+8%
增持
SO
SOUTHERN CO
-$23.0K
22,366
+3%
增持
GD
GENERAL DYNAMICS CORP
-$22.0K
8,369
+9%
增持
IVV
ISHARES TR
-$16.0K
844
+8%
增持
MSFT
MICROSOFT CORP
-$15.0K
13,618
+6%
增持
ICLN
ISHARES TR
-$14.0K
11,458
+0%
增持
—
ACCENTURE PLC IRELAND
+$14.0K
6,608
+18%
增持
NKE
NIKE INC
-$10.0K
8,933
+14%
增持
MA
MASTERCARD INCORPORATED
-$3.0K
8,972
+7%
