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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 97 项
建仓 16
增持 41
减持 33
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB STRATEGIC TR
+$14.7M
2,644,572
+2%
增持
VTV
VANGUARD INDEX FDS
+$12.1M
683,529
+4%
增持
ATFV
THE ALGER ETF TRUST
+$7.1M
1,058,318
+25%
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
VUG
VANGUARD INDEX FDS
+$4.9M
251,790
+4%
增持
VB
VANGUARD INDEX FDS
+$4.0M
136,449
+4%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.8M
849,835
+11%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.7M
1,199,065
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
300,208
+5%
建仓
SLVP
ISHARES INC
+$950.7K
20,150
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$946.9K
211,822
+4%
清仓
—
FERRARI N V
-$639.3K
0
-100%
减持
TSLA
TESLA INC
-$504.4K
14,308
-5%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$503.6K
6,662
清仓
APO
APOLLO GLOBAL MGMT INC
-$484.8K
0
-100%
减持
GLD
SPDR GOLD TR
-$473.5K
737
-68%
清仓
COIN
COINBASE GLOBAL INC
-$410.9K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$387.1K
88,934
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$371.2K
15,457
-33%
建仓
MUB
ISHARES TR
+$366.2K
3,403
增持
AG
FIRST MAJESTIC SILVER CORP
+$351.6K
23,061
+20%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$336.8K
18,918
+3%
建仓
HYMC
HYCROFT MINING HOLDING CORP
+$332.5K
6,564
减持
EQL
ALPS ETF TR
-$330.5K
9,471
-44%
减持
VYMI
VANGUARD WHITEHALL FDS
+$326.6K
39,426
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$310.0K
26,288
+7%
增持
MSTR
STRATEGY INC
-$309.5K
1,806
+1%
建仓
SLV
ISHARES SILVER TR
+$306.3K
3,297
建仓
ITA
ISHARES TR
+$282.0K
1,200
建仓
GOOGL
ALPHABET INC
+$273.6K
834
减持
AAPL
APPLE INC
-$261.1K
23,733
-1%
建仓
PAAS
PAN AMERN SILVER CORP
+$247.3K
3,834
建仓
CDE
COEUR MNG INC
+$243.4K
9,322
清仓
UAL
UNITED AIRLS HLDGS INC
-$235.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$222.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$218.4K
370
减持
ABBV
ABBVIE INC
-$218.2K
1,117
-41%
增持
MSFT
MICROSOFT CORP
-$210.3K
3,952
+0%
建仓
SHLD
GLOBAL X FDS
+$209.3K
2,721
建仓
AVGO
BROADCOM INC
+$206.5K
645
建仓
PTL
NORTHERN LTS FD TR IV
+$203.0K
790
清仓
NFLX
NETFLIX INC
-$201.4K
0
-100%
建仓
C
CITIGROUP INC
+$201.2K
1,772
增持
AMZN
AMAZON COM INC
+$149.6K
6,976
+1%
增持
ORCL
ORACLE CORP
-$149.3K
1,550
+6%
建仓
IBIO
IBIO INC
+$141.8K
63,000
减持
GOOG
ALPHABET INC
+$133.5K
1,648
-1%
增持
RSPE
INVESCO EXCH TRADED FD TR II
+$133.2K
59,013
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$130.3K
4,463
-37%
减持
HL
HECLA MNG CO
+$128.4K
8,914
-30%
减持
LLY
ELI LILLY & CO
+$115.8K
512
-1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$104.5K
12,012
+12%
减持
FSK
FS KKR CAP CORP
-$103.3K
12,211
-35%
减持
NVDA
NVIDIA CORPORATION
-$100.9K
10,809
-5%
减持
PG
PROCTER AND GAMBLE CO
-$98.5K
2,209
-21%
增持
LUV
SOUTHWEST AIRLS CO
+$96.1K
9,602
+1%
减持
USAS
AMERICAS GOLD AND SILVER COR
+$93.7K
17,467
-2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$88.8K
3,904
-0%
增持
IVV
ISHARES TR
+$88.5K
594
+24%
建仓
VZLA
VIZSLA SILVER CORP
+$88.2K
13,270
清仓
PLG
PLATINUM GROUP METALS LTD
-$84.8K
0
-100%
增持
V
VISA INC
-$77.2K
5,068
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$73.4K
3,062
-4%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$71.3K
4,743
+22%
减持
EXK
ENDEAVOUR SILVER CORP
+$67.8K
13,462
-15%
增持
META
META PLATFORMS INC
+$57.5K
701
+25%
增持
COST
COSTCO WHSL CORP NEW
+$56.0K
591
+3%
增持
QQQ
INVESCO QQQ TR
+$53.3K
1,115
+4%
减持
—
EXXON MOBIL CORP
+$52.8K
2,468
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$51.0K
2,480
+129%
增持
IVE
ISHARES TR
+$49.7K
1,487
+13%
增持
SPYV
SPDR SERIES TRUST
+$48.8K
4,514
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.2K
3,281
+1%
增持
CVX
CHEVRON CORP NEW
+$39.9K
2,393
+3%
增持
VTI
VANGUARD INDEX FDS
+$36.4K
1,435
+5%
增持
SHE
SPDR SERIES TRUST
+$36.1K
3,667
+1%
减持
MA
MASTERCARD INCORPORATED
-$35.3K
535
-3%
减持
SHOP
SHOPIFY INC
-$34.8K
2,623
-1%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$33.4K
7,004
+4%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$30.5K
1,942
-17%
减持
VOO
VANGUARD INDEX FDS
-$29.6K
1,088
-7%
增持
IXN
ISHARES TR
+$26.8K
4,641
+3%
减持
ASM
AVINO SILVER & GOLD MINES LT
+$25.2K
11,308
-24%
减持
JPM
JPMORGAN CHASE & CO.
-$24.0K
969
-4%
增持
ET
ENERGY TRANSFER L P
+$21.5K
12,007
+5%
减持
AOR
ISHARES TR
-$19.5K
7,818
-6%
增持
VGT
VANGUARD WORLD FD
+$17.9K
291
+8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.1K
1,913
-0%
减持
AOA
ISHARES TR
+$16.7K
7,422
-1%
减持
NEE
NEXTERA ENERGY INC
+$16.0K
3,099
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$15.5K
6,964
+1%
减持
PFE
PFIZER INC
-$13.1K
8,234
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$11.5K
1,053
-5%
增持
IVW
ISHARES TR
+$10.9K
3,290
+1%
增持
BAC
BANK AMERICA CORP
+$9.2K
6,098
+1%
增持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$7.2K
63,833
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.1K
670
-12%
减持
ULCC
FRONTIER GROUP HLDGS INC
+$1.6K
120,677
-20%
