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Mount Yale Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mount Yale Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001744349
持仓数
1,095
前50大市值合计
$2.02B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 39
增持 63
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
—
EXXON MOBIL CORP
-$7.6M
36,767
-76%
减持
—
LAM RESEARCH CORP
-$7.2M
2,568
-81%
增持
INTC
INTEL CORP
+$6.3M
139,055
+579%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
20,087
+274%
建仓
DOW
DOW INC
+$3.3M
57,589
增持
—
ATLASSIAN CORP PLC
+$3.2M
12,430
+89%
增持
DIS
DISNEY WALT CO
+$2.3M
29,619
+91%
建仓
HTGC
HERCULES CAPITAL INC
+$2.2M
132,901
增持
WFC
WELLS FARGO CO NEW
+$2.1M
55,499
+450%
建仓
—
DIAMOND HILL INVT GROUP INC
+$2.1M
11,736
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.0M
48,882
+493%
增持
—
ICON PLC
+$2.0M
12,951
+89%
增持
ESGU
ISHARES TR
+$1.8M
79,527
+30%
减持
PGR
PROGRESSIVE CORP
-$1.8M
42,306
-26%
减持
AAPL
APPLE INC
-$1.8M
943,928
-4%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
46,875
+27%
增持
TIP
ISHARES TR
+$1.5M
14,204
+581%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
55,470
+30%
增持
MSFT
MICROSOFT CORP
+$1.4M
39,795
+10%
减持
PYPL
PAYPAL HLDGS INC
-$1.4M
19,376
-12%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
53,487
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
10,948
+45%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
7,747
+74%
清仓
FTNT
FORTINET INC
-$1.2M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.2M
14,848
+195%
减持
META
FACEBOOK INC
-$1.2M
22,301
-12%
增持
TSLA
TESLA INC
+$1.1M
2,900
+73%
减持
GOOGL
ALPHABET INC
+$1.1M
6,131
-2%
减持
—
CITRIX SYS INC
-$1.1M
5,193
-63%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
168,539
+2%
建仓
SPSC
SPS COMM INC
+$1.1M
6,607
建仓
NEE
NEXTERA ENERGY INC
+$1.1M
13,555
减持
AMAT
APPLIED MATLS INC
-$1.0M
22,579
-18%
清仓
RIO
RIO TINTO PLC
-$1.0M
0
-100%
增持
CSCO
CISCO SYS INC
+$922.0K
164,640
+9%
增持
IXN
ISHARES TR
+$891.0K
29,453
+1178%
增持
EFG
ISHARES TR
+$879.0K
33,581
+34%
建仓
TRP
TC ENERGY CORP
+$848.0K
17,638
清仓
PINS
PINTEREST INC
-$842.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$838.0K
58,999
-5%
减持
TMUS
T-MOBILE US INC
-$820.0K
17,085
-18%
清仓
MTUM
ISHARES TR
-$815.0K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$797.0K
30,731
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$791.0K
412
-73%
增持
SE
SEA LTD
+$788.0K
4,198
+109%
减持
DWX
SPDR INDEX SHS FDS
-$786.0K
64,991
-21%
增持
JNJ
JOHNSON & JOHNSON
+$773.0K
22,605
+29%
增持
CVS
CVS HEALTH CORP
+$761.0K
110,732
+7%
减持
SBUX
STARBUCKS CORP
-$739.0K
21,421
-23%
清仓
—
BOWL AMER INC
-$708.0K
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
-$706.0K
14,079
+0%
减持
ESGE
ISHARES INC
-$704.0K
38,707
-24%
减持
—
CANADIAN PAC RY LTD
-$700.0K
55,443
-1%
增持
LOW
LOWES COS INC
+$695.0K
4,642
+265%
增持
MSI
MOTOROLA SOLUTIONS INC
+$691.0K
10,609
+30%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$690.0K
6,706
减持
—
ASML HOLDING N V
-$688.0K
9,270
-16%
增持
CTRA
CABOT OIL & GAS CORP
+$682.0K
71,540
+43%
增持
MTCH
MATCH GROUP INC NEW
+$674.0K
12,843
+54%
建仓
EIX
EDISON INTL
+$666.0K
12,010
减持
HII
HUNTINGTON INGALLS INDS INC
-$663.0K
33,482
-1%
增持
KO
COCA COLA CO
+$662.0K
38,074
+54%
减持
ELV
ANTHEM INC
-$649.0K
3,453
-32%
建仓
LMT
LOCKHEED MARTIN CORP
+$645.0K
1,870
增持
BWA
BORGWARNER INC
-$643.0K
125,022
+0%
增持
QSR
RESTAURANT BRANDS INTL INC
+$630.0K
22,265
+96%
建仓
SNY
SANOFI
+$627.0K
12,999
建仓
LLY
LILLY ELI & CO
+$625.0K
2,707
减持
—
LYONDELLBASELL INDUSTRIES N
-$621.0K
60,008
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$615.0K
6,628
-12%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$612.0K
2,306
建仓
—
UNILEVER PLC
+$612.0K
11,280
减持
IGSB
ISHARES TR
-$601.0K
18,342
-37%
清仓
DKS
DICKS SPORTING GOODS INC
-$595.0K
0
-100%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$586.0K
88,826
+2%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$585.0K
16,556
+197%
增持
MMM
3M CO
+$579.0K
6,496
+130%
建仓
—
JUNIPER NETWORKS INC
+$577.0K
20,980
建仓
MDLZ
MONDELEZ INTL INC
+$576.0K
9,906
增持
ROKU
ROKU INC
+$559.0K
4,144
+157%
增持
CMCSA
COMCAST CORP NEW
+$553.0K
138,889
+10%
减持
—
NXP SEMICONDUCTORS N V
-$552.0K
1,566
-62%
增持
TGT
TARGET CORP
+$552.0K
6,012
+77%
增持
IJR
ISHARES TR
+$546.0K
40,443
+18%
建仓
—
TOTALENERGIES SE
+$537.0K
11,200
增持
XLF
SELECT SECTOR SPDR TR
+$530.0K
93,167
+15%
增持
TSN
TYSON FOODS INC
+$529.0K
99,666
+0%
增持
MRK
MERCK & CO INC
+$524.0K
28,279
+37%
建仓
RPM
RPM INTL INC
+$522.0K
6,717
建仓
HAS
HASBRO INC
+$516.0K
5,778
建仓
UPST
UPSTART HLDGS INC
+$512.0K
1,619
增持
SNAP
SNAP INC
+$509.0K
13,485
+89%
增持
CAJPY
CANON INC
+$508.0K
50,828
+57%
减持
DASH
DOORDASH INC
-$500.0K
1,449
-68%
减持
EXPE
EXPEDIA GROUP INC
-$492.0K
2,375
-56%
减持
V
VISA INC
-$489.0K
20,655
-5%
减持
MLCO
MELCO RESORTS AND ENTMNT LTD
-$484.0K
74,965
-1%
清仓
CME
CME GROUP INC
-$478.0K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$478.0K
11,675
+36%
建仓
DXLG
DESTINATION XL GROUP INC
+$477.0K
78,000
建仓
—
CATALENT INC
+$476.0K
3,577
建仓
BTI
BRITISH AMERN TOB PLC
+$475.0K
13,466
增持
TJX
TJX COS INC NEW
+$475.0K
42,010
+23%
建仓
SNA
SNAP ON INC
+$466.0K
2,232
建仓
—
ALKERMES PLC
+$460.0K
14,900
减持
VYM
VANGUARD WHITEHALL FDS
-$453.0K
57,893
-6%
减持
—
AON PLC
+$449.0K
12,640
-5%
建仓
PM
PHILIP MORRIS INTL INC
+$442.0K
4,667
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$441.0K
62,913
减持
GOOG
ALPHABET INC
+$436.0K
4,001
-2%
减持
—
CHUBB LIMITED
+$436.0K
45,834
-3%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$431.0K
3,220
增持
NSC
NORFOLK SOUTHN CORP
-$424.0K
20,696
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$422.0K
35,638
+7%
建仓
ING
ING GROEP N.V.
+$415.0K
28,672
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$413.0K
21,222
+42%
建仓
—
BHP GROUP PLC
+$410.0K
8,085
增持
IJH
ISHARES TR
+$410.0K
13,931
+15%
增持
IUSB
ISHARES TR
+$408.0K
54,277
+17%
增持
—
ACCENTURE PLC IRELAND
+$404.0K
15,453
+0%
建仓
IVE
ISHARES TR
+$404.0K
2,781
减持
FE
FIRSTENERGY CORP
-$401.0K
163,577
-2%
建仓
CLX
CLOROX CO DEL
+$398.0K
2,402
建仓
BILL
BILL COM HLDGS INC
+$398.0K
1,490
增持
HON
HONEYWELL INTL INC
+$389.0K
7,718
+36%
建仓
IJJ
ISHARES TR
+$384.0K
3,722
增持
—
MEDTRONIC PLC
+$379.0K
18,526
+18%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$379.0K
15,303
-1%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$373.0K
2,520
+98%
减持
USFD
US FOODS HLDG CORP
-$372.0K
15,289
-35%
增持
XLE
SELECT SECTOR SPDR TR
+$369.0K
22,733
+50%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$366.0K
22,327
减持
FISV
FISERV INC
-$361.0K
27,102
-12%
减持
—
ALCON AG
+$354.0K
39,879
-2%
增持
EFV
ISHARES TR
+$354.0K
76,390
+12%
清仓
MMS
MAXIMUS INC
-$338.0K
0
-100%
建仓
CNI
CANADIAN NATL RY CO
+$334.0K
2,890
减持
PAYC
PAYCOM SOFTWARE INC
+$311.0K
2,516
-2%
建仓
IX
ORIX CORP
+$308.0K
3,263
建仓
—
AXALTA COATING SYS LTD
+$303.0K
10,373
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$301.0K
4,941
增持
USB
US BANCORP DEL
+$296.0K
8,809
+120%
增持
—
EATON CORP PLC
+$296.0K
8,020
+32%
清仓
—
CALUMET SPECIALTY PRODS PART
-$295.0K
0
-100%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$293.0K
23,160
-61%
增持
GPN
GLOBAL PMTS INC
+$292.0K
7,985
+55%
减持
BA
BOEING CO
-$292.0K
1,606
-40%
增持
XLV
SELECT SECTOR SPDR TR
+$292.0K
16,735
+15%
增持
GMAB
GENMAB A/S
+$290.0K
42,187
+11%
增持
EOG
EOG RES INC
+$290.0K
14,939
+37%
