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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 22
增持 64
减持 41
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$36.4M
947,859
+3%
清仓
ACWX
ISHARES TR
-$11.1M
0
-100%
清仓
IVW
ISHARES TR
-$7.3M
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。
减持
MUB
ISHARES TR
-$7.0M
6,180
-91%
清仓
BWA
BORGWARNER INC
-$6.6M
0
-100%
减持
MBB
ISHARES TR
-$6.6M
22,391
-76%
减持
IVV
ISHARES TR
-$6.2M
65,050
-24%
减持
IWF
ISHARES TR
-$6.2M
4,186
-88%
建仓
CE
CELANESE CORP DEL
+$6.2M
56,913
清仓
—
LYONDELLBASELL INDUSTRIES N
-$5.9M
0
-100%
减持
ITOT
ISHARES TR
-$5.7M
22,664
-75%
清仓
SCZ
ISHARES TR
-$5.6M
0
-100%
增持
QUAL
ISHARES TR
+$5.5M
46,467
+2030%
减持
IEFA
ISHARES TR
-$5.4M
16,713
-84%
增持
FIS
FIDELITY NATL INFORMATION SV
+$5.3M
102,073
+3147%
减持
IWD
ISHARES TR
-$4.7M
1,409
-96%
增持
INTC
INTEL CORP
+$4.5M
266,332
+69%
减持
SPY
SPDR S&P 500 ETF TR
-$4.3M
3,258
-78%
增持
EFG
ISHARES TR
+$4.2M
71,090
+145%
减持
IEMG
ISHARES INC
-$4.0M
58,479
-60%
清仓
IJK
ISHARES TR
-$3.9M
0
-100%
清仓
DGRO
ISHARES TR
-$3.9M
0
-100%
减持
IJR
ISHARES TR
-$3.3M
40,112
-47%
减持
EFV
ISHARES TR
-$2.9M
65,336
-51%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.8M
105,715
+68%
减持
ESGU
ISHARES TR
-$2.8M
42,480
-46%
减持
EFA
ISHARES TR
-$2.5M
37,304
-53%
清仓
EEMV
ISHARES INC
-$2.3M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.3M
43,032
+68%
增持
C
CITIGROUP INC
+$2.2M
129,945
+52%
增持
TEAM
ATLASSIAN CORPORATION
+$2.0M
14,928
+259%
建仓
—
LINDE PLC
+$2.0M
5,541
增持
—
FERGUSON PLC NEW
+$1.9M
23,905
+138%
增持
CVS
CVS HEALTH CORP
-$1.9M
102,971
+1%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.8M
0
-100%
减持
IWM
ISHARES TR
-$1.8M
24,393
-31%
清仓
VTI
VANGUARD INDEX FDS
-$1.8M
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.8M
75,018
+32%
增持
CMCSA
COMCAST CORP NEW
+$1.8M
215,371
+18%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$1.8M
0
-100%
建仓
SHV
ISHARES TR
+$1.7M
15,695
增持
GOOG
ALPHABET INC
+$1.7M
93,248
+4%
减持
DXLG
DESTINATION XL GROUP INC
-$1.7M
75,001
-76%
增持
PYPL
PAYPAL HLDGS INC
+$1.6M
34,364
+154%
减持
GOOGL
ALPHABET INC
+$1.6M
127,315
-3%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
7,702
+105%
增持
CSCO
CISCO SYS INC
+$1.6M
209,311
+6%
清仓
—
LINDE PLC
-$1.5M
0
-100%
建仓
—
ARCH CAP GROUP LTD
+$1.5M
21,461
建仓
AMP
AMERIPRISE FINL INC
+$1.3M
4,386
清仓
HCA
HCA HEALTHCARE INC
-$1.3M
0
-100%
增持
—
DISCOVER FINL SVCS
+$1.3M
69,121
+22%
增持
META
META PLATFORMS INC
+$1.3M
11,464
+20%
增持
KR
KROGER CO
+$1.3M
45,594
+107%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$1.3M
14,538
+190%
减持
SBUX
STARBUCKS CORP
-$1.2M
4,799
-72%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$1.2M
0
-100%
增持
DIS
DISNEY WALT CO
+$1.2M
36,806
+28%
减持
TJX
TJX COS INC NEW
-$1.2M
19,233
-43%
建仓
CUBE
CUBESMART
+$1.2M
25,460
增持
DWX
SPDR INDEX SHS FDS
+$1.2M
63,805
+103%
减持
MSFT
MICROSOFT CORP
+$1.2M
38,050
-7%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.1M
12,747
+242%
增持
IBN
ICICI BANK LIMITED
+$1.1M
124,894
+74%
增持
GEN
GEN DIGITAL INC
+$1.1M
81,630
+521%
清仓
PFF
ISHARES TR
-$1.1M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
16,063
+210%
增持
—
CRH PLC
+$1.1M
29,402
+199%
增持
BP
BP PLC
+$1.1M
43,476
+175%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.1M
13,808
清仓
—
HORIZON THERAPEUTICS PUB L
-$1.1M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.0M
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$993.0K
0
-100%
建仓
MTCH
MATCH GROUP INC NEW
+$983.1K
25,607
建仓
MOH
MOLINA HEALTHCARE INC
+$980.9K
3,667
减持
SHY
ISHARES TR
-$972.4K
5,860
-67%
增持
EPAM
EPAM SYS INC
+$970.0K
5,648
+158%
增持
PEP
PEPSICO INC
+$967.0K
14,692
+55%
清仓
MTUM
ISHARES TR
-$959.5K
0
-100%
增持
IYW
ISHARES TR
+$955.8K
26,444
+31%
增持
SNY
SANOFI
+$954.0K
48,417
+40%
增持
CME
CME GROUP INC
+$936.0K
7,228
+171%
减持
QSR
RESTAURANT BRANDS INTL INC
-$936.0K
13,282
-53%
减持
—
LAM RESEARCH CORP
-$918.3K
492
-82%
增持
TSLA
TESLA INC
+$909.9K
7,052
+57%
增持
SOXX
ISHARES TR
+$905.6K
7,505
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$895.1K
161,211
+29%
清仓
HYG
ISHARES TR
-$868.2K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$866.5K
11,254
-46%
增持
FOXA
FOX CORP
+$847.9K
211,832
+1%
减持
RMD
RESMED INC
-$840.9K
10,549
-30%
建仓
WMT
WALMART INC
+$837.2K
5,678
清仓
SHYG
ISHARES TR
-$827.3K
0
-100%
增持
EBAY
EBAY INC.
+$809.1K
26,866
+191%
建仓
FND
FLOOR & DECOR HLDGS INC
+$806.0K
8,206
减持
LDOS
LEIDOS HOLDINGS INC
-$791.2K
7,594
-46%
建仓
DRI
DARDEN RESTAURANTS INC
+$785.1K
5,060
增持
TGT
TARGET CORP
+$777.3K
10,149
+67%
清仓
MKC
MCCORMICK & CO INC
-$777.2K
0
-100%
增持
AAP
ADVANCE AUTO PARTS INC
-$759.0K
45,159
+6%
增持
ARKK
ARK ETF TR
+$755.9K
67,530
+7%
增持
QQQ
INVESCO QQQ TR
+$745.6K
12,658
+2%
增持
MELI
MERCADOLIBRE INC
+$744.6K
997
+48%
增持
INTU
INTUIT
+$743.9K
3,624
+62%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$737.8K
2,078
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$725.5K
9,537
减持
AGG
ISHARES TR
-$720.0K
9,001
-46%
增持
NSC
NORFOLK SOUTHN CORP
-$708.8K
20,650
+0%
减持
—
ASML HOLDING N V
+$704.3K
6,115
-3%
减持
SHW
SHERWIN WILLIAMS CO
-$698.1K
43,756
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$694.3K
3,476
建仓
TRMB
TRIMBLE INC
+$692.8K
13,217
建仓
GFL
GFL ENVIRONMENTAL INC
+$687.2K
19,953
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$675.3K
14,404
减持
ED
CONSOLIDATED EDISON INC
-$673.2K
5,511
-56%
清仓
BHP
BHP GROUP LTD
-$672.6K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$672.5K
18,485
+14%
建仓
CTVA
CORTEVA INC
+$669.9K
11,107
减持
CNC
CENTENE CORP DEL
-$669.6K
6,343
-51%
减持
IWP
ISHARES TR
-$668.4K
2,400
-77%
增持
XLC
SELECT SECTOR SPDR TR
+$664.2K
40,264
+16%
增持
KDP
KEURIG DR PEPPER INC
+$658.3K
40,694
+87%
减持
HD
HOME DEPOT INC
-$648.7K
10,247
-12%
增持
—
CHECK POINT SOFTWARE TECH LT
+$641.4K
10,552
+82%
减持
COP
CONOCOPHILLIPS
-$641.0K
5,175
-47%
增持
EEM
ISHARES TR
-$626.4K
43,065
+2%
减持
ING
ING GROEP N.V.
-$623.9K
28,630
-64%
建仓
WDAY
WORKDAY INC
+$619.4K
2,999
增持
SAIA
SAIA INC
+$619.0K
3,109
+187%
建仓
PM
PHILIP MORRIS INTL INC
+$611.4K
6,287
增持
—
ICON PLC
+$602.7K
15,774
+11%
减持
—
FERRARI N V
+$587.3K
13,311
-6%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$586.0K
23,538
-11%
增持
PFE
PFIZER INC
-$572.3K
173,534
+16%
增持
TSN
TYSON FOODS INC
+$563.8K
113,404
+15%
建仓
MU
MICRON TECHNOLOGY INC
+$561.0K
9,297
增持
MAS
MASCO CORP
+$555.1K
18,683
+133%
增持
NFLX
NETFLIX INC
+$548.3K
2,892
+89%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$544.2K
2,965
+52%
减持
NVO
NOVO-NORDISK A S
+$539.7K
27,802
-3%
减持
TIP
ISHARES TR
-$539.1K
17,361
-25%
减持
KO
COCA COLA CO
-$534.9K
9,291
-47%
增持
—
ACTIVISION BLIZZARD INC
+$531.3K
9,468
+160%
增持
NTAP
NETAPP INC
+$529.5K
107,914
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$527.1K
9,435
+54%
增持
ADSK
AUTODESK INC
+$523.9K
4,158
+127%
增持
IXN
ISHARES TR
+$523.2K
15,287
+123%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$521.5K
1,821
-36%
增持
TRP
TC ENERGY CORP
+$515.7K
26,783
+103%
减持
MKL
MARKEL CORP
-$512.8K
796
-31%