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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 23
增持 52
减持 55
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$25.6M
896,398
-5%
减持
MPC
MARATHON PETE CORP
-$6.8M
8,276
-93%
增持
IVV
ISHARES TR
+$6.3M
49,513
+23%
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
—
CHUBB LIMITED
-$5.9M
10,382
-77%
增持
—
DISCOVER FINL SVCS
+$5.9M
64,382
+402%
建仓
PSX
PHILLIPS 66
+$5.3M
72,984
清仓
MELI
MERCADOLIBRE INC
-$5.1M
0
-100%
增持
EFG
ISHARES TR
+$5.1M
78,230
+133%
增持
IVE
ISHARES TR
+$3.4M
24,250
+772%
减持
SHW
SHERWIN WILLIAMS CO
+$3.1M
44,537
-1%
清仓
HDB
HDFC BANK LTD
-$3.0M
0
-100%
增持
DXLG
DESTINATION XL GROUP INC
+$3.0M
605,673
+677%
建仓
IVW
ISHARES TR
+$2.8M
33,563
增持
EFA
ISHARES TR
+$2.4M
65,457
+83%
增持
MSFT
MICROSOFT CORP
+$2.3M
40,159
+1%
增持
IWM
ISHARES TR
+$2.0M
33,850
+35%
减持
CVS
CVS HEALTH CORP
+$2.0M
110,707
-0%
减持
PYPL
PAYPAL HLDGS INC
-$1.9M
16,652
-14%
增持
CSCO
CISCO SYS INC
+$1.8M
169,446
+3%
增持
IJR
ISHARES TR
+$1.7M
53,707
+33%
清仓
ULTA
ULTA BEAUTY INC
-$1.6M
0
-100%
减持
C
CITIGROUP INC
-$1.5M
101,422
-6%
增持
GOOGL
ALPHABET INC
+$1.4M
6,157
+0%
建仓
SOXX
ISHARES TR
+$1.4M
2,514
增持
GOOG
ALPHABET INC
+$1.3M
4,147
+4%
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
20,437
+154%
减持
—
ACCENTURE PLC IRELAND
+$1.3M
15,045
-3%
减持
INTC
INTEL CORP
-$1.3M
119,096
-14%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
47,815
+2%
建仓
IJK
ISHARES TR
+$1.3M
14,791
增持
QQQ
INVESCO QQQ TR
+$1.3M
13,417
+18%
减持
SPG
SIMON PPTY GROUP INC NEW
+$1.2M
50,068
-4%
增持
QCOM
QUALCOMM INC
+$1.2M
17,048
+15%
增持
IEFA
ISHARES TR
+$1.2M
28,382
+125%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.1M
87,090
-2%
减持
—
ATLASSIAN CORP PLC
-$1.1M
9,785
-21%
增持
—
EATON CORP PLC
+$1.1M
13,361
+67%
增持
NVTA
INVITAE CORP
+$1.1M
86,535
+983%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
36,776
+3%
建仓
GM
GENERAL MTRS CO
+$1.0M
17,394
增持
SPY
SPDR S&P 500 ETF TR
+$970.0K
4,927
+54%
增持
ROKU
ROKU INC
+$950.0K
9,857
+138%
建仓
PFF
ISHARES TR
+$940.0K
23,840
增持
NVDA
NVIDIA CORPORATION
+$936.0K
6,772
+33%
减持
—
STERIS PLC
+$909.0K
24,167
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$901.0K
174,383
+3%
增持
EEM
ISHARES TR
+$893.0K
41,041
+92%
减持
ABBV
ABBVIE INC
+$878.0K
32,761
-1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$866.0K
2,796
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$862.0K
19,528
-6%
增持
CHD
CHURCH & DWIGHT CO INC
+$858.0K
16,303
+66%
减持
EA
ELECTRONIC ARTS INC
-$855.0K
3,624
-61%
减持
HD
HOME DEPOT INC
+$845.0K
11,905
-5%
增持
ESGU
ISHARES TR
+$836.0K
80,319
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$836.0K
3,390
增持
USMV
ISHARES TR
+$833.0K
19,465
+93%
清仓
GEN
NORTONLIFELOCK INC
-$821.0K
0
-100%
建仓
—
GLOBANT S A
+$803.0K
2,556
减持
FE
FIRSTENERGY CORP
+$793.0K
159,178
-3%
减持
—
MEDTRONIC PLC
-$763.0K
15,071
-19%
减持
SNAP
SNAP INC
-$751.0K
5,219
-61%
清仓
—
GENIUS SPORTS LIMITED
-$750.0K
0
-100%
减持
SPSC
SPS COMM INC
-$745.0K
2,255
-66%
增持
LLY
LILLY ELI & CO
+$738.0K
4,935
+82%
增持
INTU
INTUIT
+$735.0K
2,362
+62%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$729.0K
20,775
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$701.0K
35,260
-28%
减持
CMI
CUMMINS INC
-$695.0K
6,013
-33%
减持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$691.0K
1,296
-72%
减持
—
FERRARI N V
+$690.0K
14,827
-1%
减持
CNC
CENTENE CORP DEL
-$687.0K
7,438
-64%
增持
CTRA
COTERRA ENERGY INC
+$675.0K
117,466
+64%
减持
T
AT&T INC
-$671.0K
191,623
-4%
建仓
SHY
ISHARES TR
+$663.0K
7,754
减持
TSN
TYSON FOODS INC
+$661.0K
97,858
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$660.0K
106,444
+14%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$657.0K
5,570
-16%
建仓
VRSN
VERISIGN INC
+$641.0K
2,525
增持
AMZN
AMAZON COM INC
+$641.0K
1,735
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$637.0K
59,051
+2%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$626.0K
0
-100%
清仓
AOS
SMITH A O CORP
-$616.0K
0
-100%
清仓
PKX
POSCO
-$604.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$597.0K
22,265
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$594.0K
10,948
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$591.0K
59,666
+1%
建仓
ADSK
AUTODESK INC
+$589.0K
2,096
清仓
TYL
TYLER TECHNOLOGIES INC
-$586.0K
0
-100%
清仓
—
JUNIPER NETWORKS INC
-$577.0K
0
-100%
建仓
CHT
CHUNGHWA TELECOM CO LTD
+$576.0K
13,657
减持
—
ICON PLC
+$574.0K
12,809
-1%
建仓
IWP
ISHARES TR
+$566.0K
4,913
清仓
—
CITRIX SYS INC
-$558.0K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$553.0K
3,001
+266%
建仓
AME
AMETEK INC
+$550.0K
3,739
增持
AMD
ADVANCED MICRO DEVICES INC
+$539.0K
8,544
+27%
增持
WFC
WELLS FARGO CO NEW
+$534.0K
64,821
+17%
清仓
USFD
US FOODS HLDG CORP
-$530.0K
0
-100%
减持
IGSB
ISHARES TR
-$513.0K
9,070
-51%
减持
UNH
UNITEDHEALTH GROUP INC
+$512.0K
9,539
-13%
建仓
—
LISTED FD TR
+$512.0K
20,220
清仓
UPST
UPSTART HLDGS INC
-$512.0K
0
-100%
减持
NTRS
NORTHERN TR CORP
-$512.0K
2,083
-71%
减持
SBUX
STARBUCKS CORP
-$509.0K
15,867
-26%
增持
TIP
ISHARES TR
+$509.0K
17,982
+27%
增持
CMCSA
COMCAST CORP NEW
-$505.0K
144,299
+4%
增持
SPGI
S&P GLOBAL INC
+$503.0K
6,442
+8%
增持
MSI
MOTOROLA SOLUTIONS INC
+$503.0K
10,924
+3%
减持
V
VISA INC
-$495.0K
18,945
-8%
建仓
KDP
KEURIG DR PEPPER INC
+$494.0K
13,404
清仓
AGG
ISHARES TR
-$491.0K
0
-100%
减持
EPAM
EPAM SYS INC
+$490.0K
5,295
-1%
减持
SE
SEA LTD
-$483.0K
3,823
-9%
清仓
TWLO
TWILIO INC
-$478.0K
0
-100%
清仓
HRL
HORMEL FOODS CORP
-$478.0K
0
-100%
建仓
MUB
ISHARES TR
+$472.0K
4,063
建仓
SWK
STANLEY BLACK & DECKER INC
+$472.0K
2,504
减持
ABT
ABBOTT LABS
+$466.0K
23,126
-2%
减持
NVS
NOVARTIS AG
-$462.0K
11,932
-35%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$459.0K
3,540
+40%
增持
FALN
ISHARES TR
+$453.0K
38,539
+65%
增持
—
GLAXOSMITHKLINE PLC
+$452.0K
15,351
+160%
建仓
—
LISTED FD TR
+$447.0K
16,725
增持
XLE
SELECT SECTOR SPDR TR
+$434.0K
29,141
+28%
增持
MMM
3M CO
+$433.0K
8,855
+36%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$426.0K
6,863
-42%
减持
TMUS
T-MOBILE US INC
-$420.0K
15,197
-11%
增持
CIEN
CIENA CORP
+$415.0K
15,935
+1%
清仓
—
BHP GROUP PLC
-$410.0K
0
-100%
建仓
USXF
ISHARES TR
+$410.0K
10,402
清仓
ALGN
ALIGN TECHNOLOGY INC
-$409.0K
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$408.0K
5,345
-1%
增持
JNJ
JOHNSON & JOHNSON
+$408.0K
23,725
+5%
减持
TSLA
TESLA INC
+$398.0K
2,505
-14%
建仓
FMC
FMC CORP
+$396.0K
3,604
清仓
EXPE
EXPEDIA GROUP INC
-$389.0K
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$388.0K
5,980
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$382.0K
24,369
+15%
增持
XLV
SELECT SECTOR SPDR TR
+$380.0K
17,817
+6%
减持
ZTS
ZOETIS INC
+$377.0K
8,347
-2%
减持
GMAB
GENMAB A/S
-$374.0K
37,149
-12%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$365.0K
881
-62%
减持
JPM
JPMORGAN CHASE & CO
-$362.0K
53,001
-1%
减持
MTCH
MATCH GROUP INC NEW
-$358.0K
12,538
-2%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$357.0K
13,805
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$353.0K
15,253
-0%
减持
LAD
LITHIA MTRS INC
-$351.0K
776
-58%
减持
IXG
ISHARES TR
-$342.0K
11,901
-28%
清仓
FIVN
FIVE9 INC
-$340.0K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$338.0K
6,806
-15%
