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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 101 项
建仓 12
增持 45
减持 27
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SCHE
SCHWAB STRATEGIC TR
+$21.7M
1,431,314
+68%
增持
FNDF
SCHWAB STRATEGIC TR
+$20.8M
2,908,890
+10%
增持
VUG
VANGUARD INDEX FDS
+$9.3M
1,569,113
+523%
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。
减持
VTV
VANGUARD INDEX FDS
-$8.1M
623,769
-9%
增持
VYMI
VANGUARD WHITEHALL FDS
+$6.7M
106,857
+171%
增持
VB
VANGUARD INDEX FDS
+$3.3M
143,693
+5%
增持
ATFV
THE ALGER ETF TRUST
+$3.1M
1,097,120
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.0M
273,846
-9%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$908.4K
1,235,338
+3%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$865.9K
198,663
-6%
清仓
AG
FIRST MAJESTIC SILVER CORP
-$586.7K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$559.4K
6,106
增持
NVDA
NVIDIA CORPORATION
+$558.1K
11,942
+10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$525.8K
7,213
-53%
建仓
STIP
ISHARES TR
+$455.3K
4,373
清仓
EQL
ALPS ETF TR
-$453.8K
0
-100%
建仓
WMT
WALMART INC
+$441.1K
3,457
清仓
LUV
SOUTHWEST AIRLS CO
-$402.8K
0
-100%
减持
AAPL
APPLE INC
+$382.1K
23,426
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$373.1K
96,555
+9%
清仓
MUB
ISHARES TR
-$366.2K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$330.2K
23,016
-12%
建仓
VXUS
VANGUARD STAR FDS
+$321.1K
3,900
清仓
MA
MASTERCARD INCORPORATED
-$280.5K
0
-100%
清仓
ORCL
ORACLE CORP
-$274.6K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$272.6K
0
-100%
增持
SLVP
ISHARES INC
+$266.9K
32,758
+63%
增持
VOO
VANGUARD INDEX FDS
+$265.2K
1,457
+34%
清仓
NEE
NEXTERA ENERGY INC
-$262.8K
0
-100%
减持
LLY
ELI LILLY & CO
-$258.2K
330
-36%
减持
IXN
ISHARES TR
-$256.7K
1,991
-57%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$253.4K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$249.2K
5,290
减持
RSPE
INVESCO EXCH TRADED FD TR II
-$248.9K
50,074
-15%
清仓
IVOO
VANGUARD ADMIRAL FDS INC
-$228.8K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$228.2K
502
增持
GLD
SPDR GOLD TR
+$225.6K
1,310
+78%
减持
V
VISA INC
-$225.4K
4,611
-9%
建仓
TCV
EA SERIES TRUST
+$224.5K
7,317
清仓
LMT
LOCKHEED MARTIN CORP
-$218.4K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$216.0K
0
-100%
建仓
T
AT&T INC
+$216.0K
8,463
清仓
PFE
PFIZER INC
-$211.2K
0
-100%
清仓
SHLD
GLOBAL X FDS
-$209.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$207.9K
1,374
+65%
清仓
AVGO
BROADCOM INC
-$206.5K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$205.6K
727
-31%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$203.3K
3,989
建仓
IFRA
ISHARES TR
+$202.6K
3,306
建仓
GEV
GE VERNOVA INC
+$200.6K
179
增持
QQQ
INVESCO QQQ TR
+$184.0K
1,327
+19%
增持
TSLA
TESLA INC
+$176.0K
17,432
+22%
增持
HYMC
HYCROFT MINING HOLDING CORP
+$156.1K
12,816
+95%
增持
MSFT
MICROSOFT CORP
-$144.4K
3,995
+1%
减持
SHE
SPDR SERIES TRUST
-$141.9K
2,519
-31%
清仓
IBIO
IBIO INC
-$141.8K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$138.8K
1,780
+24%
减持
AMZN
AMAZON COM INC
+$132.7K
6,898
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$132.4K
881
+31%
减持
GOOG
ALPHABET INC
-$110.6K
1,236
-25%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
-$110.4K
21,256
+12%
减持
COST
COSTCO WHOLESALE CORPORATION
-$101.8K
480
-19%
减持
SHOP
SHOPIFY INC
-$97.2K
2,129
-19%
增持
ULCC
FRONTIER GROUP HLDGS INC
-$92.7K
140,535
+16%
增持
MSTR
STRATEGY INC
+$89.3K
2,269
+26%
清仓
VZLA
VIZSLA SILVER CORP
-$88.2K
0
-100%
建仓
HSLV
HIGHLANDER SILVER CORP
+$80.6K
13,015
增持
IVV
ISHARES TR
+$79.0K
682
+15%
增持
AOA
ISHARES TR
+$77.7K
8,042
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$68.3K
2,666
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$65.0K
3,175
+4%
减持
USAS
AMERICAS GOLD AND SILVER COR
-$64.9K
16,467
-6%
增持
HL
HECLA MINING COMPANY
-$63.1K
11,840
+33%
增持
—
EXXON MOBIL CORP
+$58.0K
2,639
+7%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$51.7K
11,190
-7%
增持
FSK
FS KKR CAP CORP
-$44.6K
12,576
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$42.4K
3,234
-1%
减持
CVX
CHEVRON CORPORATION
+$41.5K
2,384
-0%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$40.6K
4,965
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$38.8K
7,034
+1%
增持
IVW
ISHARES TR
+$32.0K
3,360
+2%
减持
META
META PLATFORMS INC
-$30.4K
635
-9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$30.1K
1,739
-9%
减持
C
CITIGROUP INC
+$25.5K
1,755
-1%
增持
PHO
INVESCO EXCHANGE TRADED FD T
-$23.3K
7,144
+2%
增持
VGT
VANGUARD WORLD FD
+$23.1K
2,329
+700%
增持
SLV
ISHARES SILVER TR
+$22.5K
4,813
+46%
增持
ITA
ISHARES TR
+$19.4K
1,395
+16%
增持
AOR
ISHARES TR
+$17.4K
7,947
+2%
增持
XFFCX
FLAHERTY & CRUMRIN PFD & INM
-$15.5K
64,653
+1%
增持
PTL
NORTHERN LTS FD TR IV
+$15.5K
791
+0%
增持
CDE
COEUR MNG INC
-$15.3K
12,081
+30%
减持
JPM
JPMORGAN CHASE & CO
+$12.5K
965
-0%
增持
PAAS
PAN AMERN SILVER CORP
-$12.1K
4,258
+11%
增持
ABBV
ABBVIE INC
+$8.3K
1,282
+15%
增持
BAC
BANK AMERICA CORP
+$5.9K
6,106
+0%
增持
IWF
ISHARES TR
+$5.6K
459
+0%
减持
VBIL
VANGUARD INSTL INDEX FD
-$3.2K
6,616
-1%
减持
SPYV
SPDR SERIES TRUST
+$2.6K
4,499
-0%
减持
IVE
ISHARES TR
-$2.1K
1,453
-2%
增持
PG
PROCTER & GAMBLE CO
-$2.1K
2,221
+1%
