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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 87 项
建仓 16
增持 39
减持 27
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
FNDF
SCHWAB STRATEGIC TR
+$112.8M
2,604,649
减持
VEA
VANGUARD TAX-MANAGED FDS
-$81.1M
22,991
-98%
减持
EQL
ALPS ETF TR
-$40.2M
16,989
-98%
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。
建仓
ATFV
THE ALGER ETF TRUST
+$30.0M
843,657
建仓
SCHE
SCHWAB STRATEGIC TR
+$25.6M
762,515
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$8.2M
7,038
-96%
减持
VUG
VANGUARD INDEX FDS
-$7.3M
242,420
-15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.0M
285,040
+22%
减持
VTV
VANGUARD INDEX FDS
-$2.6M
658,072
-6%
增持
TSLA
TESLA INC
+$2.6M
15,082
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.1M
203,638
+15%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.0M
1,145,507
+4%
减持
AAPL
APPLE INC
+$1.1M
24,067
-1%
建仓
SPY
SPDR S&P 500 ETF TR
+$737.1K
1,103
增持
VYMI
VANGUARD WHITEHALL FDS
+$695.0K
39,643
+19%
建仓
—
FERRARI N V
+$639.3K
1,304
增持
GLD
SPDR GOLD TR
+$604.1K
2,278
+238%
增持
NVDA
NVIDIA CORPORATION
+$499.0K
11,373
+7%
建仓
APO
APOLLO GLOBAL MGMT INC
+$484.8K
3,730
建仓
ABBV
ABBVIE INC
+$463.0K
1,895
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$364.3K
2,342
-60%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$357.8K
3,877
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$283.5K
17,958
-0%
增持
QQQ
INVESCO QQQ TR
+$283.5K
1,068
+62%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$271.8K
24,615
+7%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$262.9K
10,758
+54%
建仓
UAL
UNITED AIRLS HLDGS INC
+$235.0K
2,523
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$222.0K
444
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$219.2K
760
建仓
IWF
ISHARES TR
+$215.8K
458
清仓
ABT
ABBOTT LABS
-$209.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$206.1K
3,241
+13%
建仓
VGT
VANGUARD WORLD FD
+$202.1K
269
建仓
ET
ENERGY TRANSFER L P
+$194.5K
11,447
减持
VB
VANGUARD INDEX FDS
-$179.6K
131,207
-7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$178.1K
3,205
+1%
增持
MSFT
MICROSOFT CORP
+$170.4K
3,948
+3%
增持
CVX
CHEVRON CORP NEW
+$156.6K
2,323
+67%
增持
MSTR
STRATEGY INC
+$140.4K
1,785
+44%
减持
IVV
ISHARES TR
-$132.9K
480
-35%
清仓
SPFF
GLOBAL X FDS
-$114.1K
0
-100%
清仓
APLD
APPLIED DIGITAL CORP
-$113.9K
0
-100%
增持
FSK
FS KKR CAP CORP
-$112.6K
18,891
+1%
增持
SHOP
SHOPIFY INC
+$111.1K
2,651
+5%
清仓
CDE
COEUR MNG INC
-$95.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$94.7K
1,176
+6%
减持
GOOG
ALPHABET INC
+$89.3K
1,661
-8%
增持
HL
HECLA MNG CO
+$84.1K
12,653
+6%
减持
V
VISA INC
-$83.3K
4,975
-2%
减持
ORCL
ORACLE CORP
+$80.5K
1,467
-6%
建仓
ASM
AVINO SILVER & GOLD MINES LT
+$80.5K
14,906
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$75.8K
18,296
+4%
增持
RSPE
INVESCO EXCH TRADED FD TR II
+$74.6K
58,145
+1%
建仓
USAS
AMERICAS GOLD AND SILVER COR
+$68.6K
17,900
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$60.6K
81,561
+1%
增持
IVW
ISHARES TR
+$58.6K
3,263
+6%
增持
PG
PROCTER AND GAMBLE CO
+$55.0K
2,808
+21%
增持
META
META PLATFORMS INC
+$47.2K
563
+14%
减持
NFLX
NETFLIX INC
-$45.7K
172
-10%
增持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$36.8K
63,392
+1%
减持
AG
FIRST MAJESTIC SILVER CORP
+$36.6K
19,171
-19%
减持
XLK
SELECT SECTOR SPDR TR
+$34.2K
1,085
-1%
增持
IVE
ISHARES TR
+$30.8K
1,314
+7%
减持
AOA
ISHARES TR
+$29.3K
7,504
-1%
减持
VTI
VANGUARD INDEX FDS
+$27.0K
1,373
-2%
增持
MA
MASTERCARD INCORPORATED
+$26.0K
550
+7%
增持
COST
COSTCO WHSL CORP NEW
-$25.9K
572
+3%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$25.5K
6,729
+4%
增持
NEE
NEXTERA ENERGY INC
+$25.5K
3,137
+4%
减持
EXK
ENDEAVOUR SILVER CORP
+$25.5K
15,772
-18%
减持
ULCC
FRONTIER GROUP HLDGS INC
+$25.3K
150,716
-3%
增持
PFE
PFIZER INC
+$24.2K
8,242
+3%
减持
IXN
ISHARES TR
+$23.4K
4,517
-8%
增持
BAC
BANK AMERICA CORP
+$19.9K
6,042
+2%
清仓
—
MICROALGO INC
-$19.7K
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$19.6K
1,187
+2%
增持
SHE
SPDR SERIES TRUST
+$19.4K
3,625
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.7K
1,914
+2%
减持
LLY
ELI LILLY & CO
+$16.6K
519
-2%
增持
AMZN
AMAZON COM INC
+$13.2K
6,884
+1%
增持
LUV
SOUTHWEST AIRLS CO
-$10.3K
9,501
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$9.4K
1,005
-4%
减持
AOR
ISHARES TR
-$9.0K
8,337
-6%
减持
PLG
PLATINUM GROUP METALS LTD
+$6.0K
32,000
-39%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.2K
6,889
+1%
减持
—
EXXON MOBIL CORP
+$2.1K
2,503
-2%
减持
SPYV
SPDR SERIES TRUST
-$1.4K
3,853
-5%
