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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 60
减持 62
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
EFG
ISHARES TR
-$6.4M
23,203
-70%
建仓
GILD
GILEAD SCIENCES INC
+$6.3M
105,999
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.3M
76,594
-56%
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
SHW
SHERWIN WILLIAMS CO
-$4.6M
44,428
-0%
减持
AAPL
APPLE INC
-$4.0M
888,927
-1%
减持
IVE
ISHARES TR
-$3.4M
2,781
-89%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.2M
37,864
-37%
清仓
IVW
ISHARES TR
-$2.8M
0
-100%
增持
ITOT
ISHARES TR
+$2.7M
31,615
+653%
减持
EFA
ISHARES TR
-$2.6M
34,307
-48%
建仓
NVO
NOVO-NORDISK A S
+$2.4M
21,604
减持
EPAM
EPAM SYS INC
-$2.4M
3,995
-25%
增持
META
META PLATFORMS INC
-$2.1M
23,872
+8%
增持
PSX
PHILLIPS 66
+$2.0M
84,412
+16%
建仓
—
FERGUSON PLC NEW
+$2.0M
14,836
减持
IWM
ISHARES TR
-$1.8M
28,116
-17%
增持
SHOP
SHOPIFY INC
-$1.8M
3,321
+14%
减持
SPG
SIMON PPTY GROUP INC NEW
-$1.7M
48,238
-4%
减持
HD
HOME DEPOT INC
-$1.6M
11,142
-6%
减持
IJR
ISHARES TR
-$1.4M
43,917
-18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
21,581
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
70,399
+20%
减持
—
ASML HOLDING N V
-$1.3M
8,787
-2%
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.3M
28,667
清仓
IJK
ISHARES TR
-$1.3M
0
-100%
清仓
CTAS
CINTAS CORP
-$1.2M
0
-100%
减持
IEFA
ISHARES TR
-$1.2M
12,816
-55%
减持
—
ACCENTURE PLC IRELAND
-$1.2M
14,930
-1%
减持
AMAT
APPLIED MATLS INC
-$1.2M
17,608
-21%
增持
—
SPOTIFY TECHNOLOGY S A
-$1.2M
14,070
+0%
增持
T
AT&T INC
+$1.1M
247,459
+29%
减持
QCOM
QUALCOMM INC
-$1.1M
13,054
-23%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.1M
15,979
+260%
减持
CVS
CVS HEALTH CORP
-$1.1M
101,810
-8%
增持
—
AON PLC
+$1.1M
14,848
+19%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.1M
2,677
-4%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.0M
64,130
+7%
增持
MSFT
MICROSOFT CORP
-$1.0M
40,429
+1%
增持
INTC
INTEL CORP
+$1.0M
144,490
+21%
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
25,691
+44%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$991.0K
6,003
-36%
增持
FE
FIRSTENERGY CORP
+$974.0K
165,593
+4%
清仓
IXG
ISHARES TR
-$953.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$947.0K
12,285
-40%
清仓
PFF
ISHARES TR
-$940.0K
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$928.0K
5,445
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$926.0K
4,902
-12%
减持
—
ATLASSIAN CORP PLC
-$897.0K
9,645
-1%
减持
—
ICON PLC
-$866.0K
12,750
-0%
增持
ADSK
AUTODESK INC
+$862.0K
6,768
+223%
减持
ABBV
ABBVIE INC
+$848.0K
32,595
-1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$847.0K
7,783
清仓
COST
COSTCO WHSL CORP NEW
-$836.0K
0
-100%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$814.0K
8,682
增持
XLK
SELECT SECTOR SPDR TR
+$812.0K
45,341
+23%
减持
EEM
ISHARES TR
-$780.0K
26,357
-36%
减持
WFC
WELLS FARGO CO NEW
-$780.0K
48,089
-26%
减持
—
EXXON MOBIL CORP
+$768.0K
37,028
-1%
减持
QQQ
INVESCO QQQ TR
-$767.0K
12,608
-6%
增持
IVV
ISHARES TR
-$756.0K
50,390
+2%
建仓
AGG
ISHARES TR
+$755.0K
7,054
增持
HII
HUNTINGTON INGALLS INDS INC
+$747.0K
35,125
+5%
建仓
BHP
BHP GROUP LTD
+$731.0K
9,467
建仓
E
ENI S P A
+$693.0K
23,700
减持
VLUE
ISHARES TR
-$692.0K
7,887
-43%
减持
CRM
SALESFORCE COM INC
-$691.0K
2,271
-51%
建仓
PAYX
PAYCHEX INC
+$688.0K
5,041
清仓
SHY
ISHARES TR
-$663.0K
0
-100%
减持
—
FERRARI N V
-$657.0K
14,583
-2%
增持
MRK
MERCK & CO INC
+$636.0K
33,180
+22%
增持
XLE
SELECT SECTOR SPDR TR
+$626.0K
29,358
+1%
增持
JPM
JPMORGAN CHASE & CO
-$626.0K
56,975
+7%
减持
SPY
SPDR S&P 500 ETF TR
-$611.0K
3,829
-22%
减持
ZTS
ZOETIS INC
-$610.0K
7,566
-9%
增持
CMI
CUMMINS INC
+$607.0K
9,355
+56%
增持
LDOS
LEIDOS HOLDINGS INC
+$596.0K
13,844
+37%
增持
SPSC
SPS COMM INC
+$592.0K
6,957
+209%
减持
RVTY
PERKINELMER INC
-$592.0K
6,805
-23%
减持
—
EATON CORP PLC
-$586.0K
11,356
-15%
建仓
EQNR
EQUINOR ASA
+$563.0K
15,011
减持
—
STERIS PLC
-$551.0K
22,053
-9%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$550.0K
4,831
+273%
减持
EOG
EOG RES INC
-$539.0K
6,159
-57%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$537.0K
3,311
-11%
减持
CAJPY
CANON INC
-$531.0K
32,799
-40%
减持
GS
GOLDMAN SACHS GROUP INC
-$525.0K
7,571
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$508.0K
54,447
-8%
增持
ESGU
ISHARES TR
+$504.0K
90,478
+13%
增持
SNY
SANOFI
+$496.0K
26,020
+55%
减持
SE
SEA LTD
-$491.0K
3,035
-21%
增持
CMCSA
COMCAST CORP NEW
+$490.0K
165,589
+15%
清仓
IGSB
ISHARES TR
-$489.0K
0
-100%
增持
ABT
ABBOTT LABS
-$487.0K
23,388
+1%
减持
ORCL
ORACLE CORP
-$484.0K
78,864
-2%
增持
—
TOTALENERGIES SE
+$483.0K
21,482
+76%
增持
DXLG
DESTINATION XL GROUP INC
-$483.0K
605,873
+0%
减持
RMD
RESMED INC
-$483.0K
19,329
-3%
增持
IUSB
ISHARES TR
+$471.0K
72,343
+23%
增持
HTGC
HERCULES CAPITAL INC
+$468.0K
160,886
+9%
增持
ESGE
ISHARES INC
+$465.0K
47,355
+48%
减持
POOL
POOL CORP
-$464.0K
2,110
-12%
增持
GPN
GLOBAL PMTS INC
+$464.0K
10,117
+49%
增持
TMUS
T-MOBILE US INC
+$463.0K
17,344
+14%
减持
APH
AMPHENOL CORP NEW
-$460.0K
22,260
-9%
增持
TSN
TYSON FOODS INC
+$456.0K
100,244
+2%
增持
JNJ
JOHNSON & JOHNSON
+$455.0K
25,467
+7%
增持
BBY
BEST BUY INC
+$454.0K
63,531
+21%
建仓
DSI
ISHARES TR
+$454.0K
5,240
减持
SPGI
S&P GLOBAL INC
-$451.0K
6,312
-2%
建仓
XPO
XPO LOGISTICS INC
+$447.0K
6,136
减持
GM
GENERAL MTRS CO
-$446.0K
13,128
-25%
增持
TJX
TJX COS INC NEW
-$441.0K
39,879
+6%
建仓
UPST
UPSTART HLDGS INC
+$437.0K
4,010
减持
—
APTIV PLC
-$437.0K
8,570
-3%
增持
WMB
WILLIAMS COS INC
+$436.0K
39,489
+16%
增持
ABNB
AIRBNB INC
+$434.0K
4,108
+152%
增持
MRSH
MARSH & MCLENNAN COS INC
+$433.0K
10,507
+34%
增持
LMT
LOCKHEED MARTIN CORP
+$433.0K
3,061
+19%
增持
TRP
TC ENERGY CORP
+$422.0K
23,410
+21%
减持
—
CANADIAN PAC RY LTD
+$416.0K
52,308
-4%
增持
SAIA
SAIA INC
+$416.0K
3,091
+208%
清仓
IJJ
ISHARES TR
-$412.0K
0
-100%
增持
C
CITIGROUP INC
-$409.0K
107,037
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$405.0K
11,655
+6%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$401.0K
2,536
-28%
增持
ROKU
ROKU INC
-$398.0K
14,777
+50%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$397.0K
12,978
-2%
清仓
FMC
FMC CORP
-$396.0K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$395.0K
28,013
+15%
增持
—
PIONEER NAT RES CO
+$393.0K
3,593
+29%
增持
FND
FLOOR & DECOR HLDGS INC
-$386.0K
9,067
+5%
增持
—
LAM RESEARCH CORP
-$379.0K
2,445
+4%
减持
CPRT
COPART INC
-$376.0K
13,271
-1%
减持
FUL
FULLER H B CO
-$368.0K
5,754
-38%
增持
IYE
ISHARES TR
+$360.0K
30,359
+4%
减持
MSI
MOTOROLA SOLUTIONS INC
-$358.0K
10,778
-1%
建仓
—
ACTIVISION BLIZZARD INC
+$357.0K
4,459
减持
DIOD
DIODES INC
-$355.0K
11,306
-7%
减持
FALN
ISHARES TR
-$354.0K
28,845
-25%
减持
COP
CONOCOPHILLIPS
+$351.0K
12,852
-1%
减持
—
ALCON AG
-$350.0K
39,054
-1%
增持
ETSY
ETSY INC
-$348.0K
6,140
+21%
清仓
—
AZEK CO INC
-$347.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$346.0K
186,377
+10%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
-$344.0K
8,124
+1%
建仓
TLH
ISHARES TR
+$343.0K
2,551
增持
SBUX
STARBUCKS CORP
-$343.0K
16,608
+5%
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$342.0K
8,516
-7%
减持
IWP
ISHARES TR
-$335.0K
2,295
-53%
清仓
—
SUMMIT MATLS INC
-$333.0K
0
-100%
