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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 18
增持 50
减持 61
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$35.3M
876,825
-1%
清仓
FE
FIRSTENERGY CORP
-$7.6M
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$7.0M
0
-100%
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
MRK
MERCK & CO INC
+$6.2M
98,256
+196%
增持
SWK
STANLEY BLACK & DECKER INC
+$6.0M
61,636
+1879%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.9M
22,978
-67%
建仓
AES
AES CORP
+$5.7M
270,124
增持
GOOGL
ALPHABET INC
-$3.8M
6,306
+0%
减持
GOOG
ALPHABET INC
-$2.9M
4,218
-3%
增持
EFG
ISHARES TR
+$2.2M
55,382
+139%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
19,906
-8%
增持
AMZN
AMAZON COM INC
-$2.0M
36,860
+1943%
减持
—
ASML HOLDING N V
-$1.9M
8,299
-6%
减持
ESGU
ISHARES TR
-$1.7M
89,370
-1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.7M
93,399
+5%
减持
CTRA
COTERRA ENERGY INC
-$1.6M
21,131
-74%
增持
MSFT
MICROSOFT CORP
-$1.6M
42,426
+5%
增持
SHOP
SHOPIFY INC
-$1.5M
24,147
+627%
增持
CSCO
CISCO SYS INC
-$1.5M
209,495
+12%
增持
DIS
DISNEY WALT CO
-$1.4M
39,475
+5%
减持
IWM
ISHARES TR
-$1.4M
25,794
-8%
增持
META
META PLATFORMS INC
-$1.4M
24,397
+2%
建仓
EEMV
ISHARES INC
+$1.4M
24,756
减持
—
ATLASSIAN CORP PLC
-$1.3M
7,958
-17%
增持
XLK
SELECT SECTOR SPDR TR
-$1.3M
46,795
+3%
减持
—
DISCOVER FINL SVCS
-$1.3M
65,178
-3%
减持
NVDA
NVIDIA CORPORATION
-$1.3M
3,007
-52%
建仓
HDV
ISHARES TR
+$1.2M
11,966
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.2M
33,845
-11%
减持
SHW
SHERWIN WILLIAMS CO
-$1.2M
44,290
-0%
增持
PYPL
PAYPAL HLDGS INC
-$1.1M
29,250
+7%
减持
PSX
PHILLIPS 66
-$1.1M
75,776
-10%
建仓
KMX
CARMAX INC
+$1.1M
11,750
减持
IBN
ICICI BANK LIMITED
-$1.0M
16,078
-76%
减持
ESGE
ISHARES INC
-$1.0M
22,819
-52%
减持
—
ASTRAZENECA PLC
-$992.0K
12,559
-54%
减持
IJR
ISHARES TR
-$991.0K
40,547
-8%
增持
QQQ
INVESCO QQQ TR
-$979.0K
12,816
+2%
减持
—
STERIS PLC
-$961.0K
21,203
-4%
减持
LULU
LULULEMON ATHLETICA INC
-$952.0K
8,575
-5%
减持
—
AON PLC
-$933.0K
14,468
-3%
减持
CMI
CUMMINS INC
-$899.0K
5,272
-44%
建仓
IJS
ISHARES TR
+$868.0K
9,752
减持
TGT
TARGET CORP
-$855.0K
4,045
-40%
增持
MCK
MCKESSON CORP
+$847.0K
3,681
+219%
减持
QSR
RESTAURANT BRANDS INTL INC
-$843.0K
11,287
-53%
增持
SPG
SIMON PPTY GROUP INC NEW
-$828.0K
58,130
+21%
清仓
VLUE
ISHARES TR
-$825.0K
0
-100%
增持
—
BLACKROCK INC
+$801.0K
1,734
+419%
增持
NVO
NOVO-NORDISK A S
+$796.0K
28,674
+33%
增持
TSLA
TESLA INC
-$786.0K
2,525
+9%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$781.0K
8,696
-33%
减持
GMAB
GENMAB A/S
-$775.0K
12,830
-61%
减持
—
CANADIAN PAC RY LTD
-$771.0K
50,767
-3%
减持
RMD
RESMED INC
-$761.0K
18,732
-3%
增持
—
LYONDELLBASELL INDUSTRIES N
-$752.0K
66,800
+4%
建仓
APD
AIR PRODS & CHEMS INC
+$746.0K
3,103
减持
BKNG
BOOKING HOLDINGS INC
-$731.0K
1,044
-4%
增持
EEM
ISHARES TR
+$722.0K
47,645
+81%
增持
HTGC
HERCULES CAPITAL INC
-$708.0K
163,042
+1%
清仓
ABNB
AIRBNB INC
-$706.0K
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$705.0K
2,586
-3%
增持
DXLG
DESTINATION XL GROUP INC
-$700.0K
665,873
+10%
减持
—
APTIV PLC
-$696.0K
3,710
-57%
清仓
E
ENI S P A
-$693.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$688.0K
0
-100%
建仓
TRMB
TRIMBLE INC
+$687.0K
11,796
减持
MSI
MOTOROLA SOLUTIONS INC
-$685.0K
9,184
-15%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$676.0K
5,554
增持
NVS
NOVARTIS AG
+$668.0K
24,027
+55%
增持
EQNR
EQUINOR ASA
+$661.0K
35,208
+135%
增持
NVTA
INVITAE CORP
-$652.0K
238,227
+54%
减持
MKL
MARKEL CORP
-$641.0K
1,166
-20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$639.0K
21,237
-36%
增持
—
PIONEER NAT RES CO
+$626.0K
6,834
+90%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$622.0K
4,402
-10%
减持
IXN
ISHARES TR
-$613.0K
14,733
-34%
清仓
—
CERNER CORP
-$608.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
-$606.0K
103,995
+3%
清仓
UBER
UBER TECHNOLOGIES INC
-$600.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$592.0K
29,284
-28%
减持
—
FERRARI N V
-$591.0K
14,108
-3%
减持
RVTY
PERKINELMER INC
-$585.0K
4,232
-38%
减持
IYE
ISHARES TR
-$582.0K
17,327
-43%
减持
SPGI
S&P GLOBAL INC
-$577.0K
5,970
-5%
建仓
HSY
HERSHEY CO
+$575.0K
2,671
建仓
IFRA
ISHARES TR
+$564.0K
16,573
建仓
YUM
YUM BRANDS INC
+$559.0K
4,928
增持
XLY
SELECT SECTOR SPDR TR
-$555.0K
13,012
+3%
清仓
VRSN
VERISIGN INC
-$553.0K
0
-100%
建仓
—
CITRIX SYS INC
+$548.0K
5,644
清仓
—
CATALENT INC
-$547.0K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP
-$533.0K
17,581
+28%
增持
AMAT
APPLIED MATLS INC
-$528.0K
19,713
+12%
减持
QCOM
QUALCOMM INC
-$524.0K
11,513
-12%
减持
PG
PROCTER AND GAMBLE CO
-$515.0K
50,316
-1%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$515.0K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$509.0K
12,686
+9%
增持
INTC
INTEL CORP
-$502.0K
178,001
+23%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$485.0K
6,015
+10%
增持
XLC
SELECT SECTOR SPDR TR
-$483.0K
36,699
+2%
增持
BWA
BORGWARNER INC
-$483.0K
155,749
+7%
清仓
CRM
SALESFORCE COM INC
-$482.0K
0
-100%
增持
SBUX
STARBUCKS CORP
+$473.0K
25,978
+56%
增持
CVS
CVS HEALTH CORP
-$473.0K
106,099
+4%
清仓
U
UNITY SOFTWARE INC
-$472.0K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$472.0K
109,595
+3%
减持
—
FERGUSON PLC NEW
-$471.0K
13,718
-8%
建仓
DDOG
DATADOG INC
+$467.0K
4,902
减持
SRLN
SSGA ACTIVE ETF TR
-$464.0K
19,801
-31%
增持
CMCSA
COMCAST CORP NEW
-$460.0K
185,855
+12%
减持
RJF
RAYMOND JAMES FINL INC
-$454.0K
20,948
-1%
减持
—
ALCON AG
-$452.0K
37,862
-3%
清仓
XPO
XPO LOGISTICS INC
-$447.0K
0
-100%
清仓
TXT
TEXTRON INC
-$441.0K
0
-100%
增持
URI
UNITED RENTALS INC
-$441.0K
4,379
+3%
清仓
UPST
UPSTART HLDGS INC
-$437.0K
0
-100%
减持
FISV
FISERV INC
-$426.0K
26,805
-3%
减持
MU
MICRON TECHNOLOGY INC
-$417.0K
9,767
-20%
增持
MTCH
MATCH GROUP INC NEW
-$414.0K
15,304
+12%
减持
—
CHUBB LIMITED
-$411.0K
9,095
-12%
增持
JPM
JPMORGAN CHASE & CO
-$408.0K
65,346
+15%
减持
MLCO
MELCO RESORTS AND ENTMNT LTD
-$406.0K
29,130
-61%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$403.0K
16,847
+5%
增持
HCA
HCA HEALTHCARE INC
-$401.0K
5,336
+3%
减持
USXF
ISHARES TR
-$394.0K
7,718
-56%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$391.0K
2,880
-13%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$387.0K
96,878
-11%
建仓
SCZ
ISHARES TR
+$379.0K
6,938
减持
INTU
INTUIT
-$377.0K
3,697
-1%
清仓
SE
SEA LTD
-$364.0K
0
-100%
清仓
ESML
ISHARES TR
-$363.0K
0
-100%
增持
EPAM
EPAM SYS INC
+$363.0K
5,252
+31%
减持
APH
AMPHENOL CORP NEW
-$357.0K
20,499
-8%
减持
CAJPY
CANON INC
-$355.0K
19,445
-41%
增持
WFC
WELLS FARGO CO NEW
-$355.0K
50,425
+5%
清仓
SNAP
SNAP INC
-$352.0K
0
-100%
清仓
—
PDC ENERGY INC
-$351.0K
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$348.0K
0
-100%
建仓
NGG
NATIONAL GRID PLC
+$347.0K
5,362
减持
ENTG
ENTEGRIS INC
-$346.0K
8,342
-2%
减持
ADSK
AUTODESK INC
-$345.0K
6,431
-5%
减持
—
EATON CORP PLC
-$344.0K
10,949
-4%
建仓
SMMD
ISHARES TR
+$342.0K
6,624
增持
IVV
ISHARES TR
+$340.0K
61,193
+21%
建仓
DVN
DEVON ENERGY CORP NEW
+$337.0K
6,117
减持
GM
GENERAL MTRS CO
-$334.0K
7,554
-42%
增持
—
ICON PLC
-$334.0K
12,767
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$333.0K
56,824
+4%
建仓
ICVT
ISHARES TR
+$330.0K
4,756
