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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 27
增持 57
减持 45
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$19.0M
903,958
-5%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$8.6M
100,844
+1658%
减持
INTC
INTEL CORP
-$7.8M
27,229
-90%
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。
清仓
NTAP
NETAPP INC
-$6.9M
0
-100%
建仓
GLW
CORNING INC
+$6.4M
181,694
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$3.9M
48,378
清仓
—
CANADIAN PAC RY LTD
-$3.8M
0
-100%
建仓
DGRO
ISHARES TR
+$3.5M
68,661
增持
IVV
ISHARES TR
+$3.5M
67,827
+4%
增持
GOOG
ALPHABET INC
+$3.0M
105,277
+13%
清仓
—
ALCON AG
-$2.6M
0
-100%
清仓
—
THOMSON REUTERS CORP.
-$2.0M
0
-100%
建仓
—
THOMSON REUTERS CORP.
+$2.0M
14,526
减持
FISV
FISERV INC
-$1.7M
5,138
-75%
减持
MSFT
MICROSOFT CORP
+$1.5M
36,737
-3%
减持
CSCO
CISCO SYS INC
-$1.4M
183,831
-12%
增持
CVX
CHEVRON CORP NEW
+$1.4M
10,404
+715%
减持
DOW
DOW INC
-$1.4M
33,330
-42%
增持
META
META PLATFORMS INC
+$1.3M
13,154
+15%
建仓
MO
ALTRIA GROUP INC
+$1.3M
28,885
减持
SHW
SHERWIN WILLIAMS CO
+$1.3M
41,959
-4%
增持
AMZN
AMAZON COM INC
+$1.3M
44,109
+3%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.3M
22,520
清仓
PHM
PULTE GROUP INC
-$1.3M
0
-100%
建仓
—
SEALED AIR CORP NEW
+$1.2M
29,517
减持
TGT
TARGET CORP
-$1.2M
3,855
-62%
建仓
FFIV
F5 INC
+$1.2M
8,006
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
40,363
+4%
建仓
NDAQ
NASDAQ INC
+$1.2M
23,319
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.1M
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$1.1M
2,221
+65%
清仓
EQNR
EQUINOR ASA
-$1.0M
0
-100%
增持
NVO
NOVO-NORDISK A S
+$1.0M
33,761
+21%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
6,896
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
7,836
+145%
增持
SWK
STANLEY BLACK & DECKER INC
+$993.4K
75,108
+0%
增持
—
FERGUSON PLC NEW
+$952.7K
26,381
+10%
增持
CDW
CDW CORP
+$949.1K
10,769
+104%
减持
NVDA
NVIDIA CORPORATION
+$927.9K
7,251
-6%
减持
ABBV
ABBVIE INC
-$919.8K
20,932
-11%
增持
AAP
ADVANCE AUTO PARTS INC
-$905.0K
65,246
+44%
增持
QUAL
ISHARES TR
+$857.5K
49,103
+6%
减持
DIS
DISNEY WALT CO
-$843.3K
31,833
-14%
建仓
DKNG
DRAFTKINGS INC NEW
+$842.9K
31,723
建仓
FDS
FACTSET RESH SYS INC
+$762.0K
1,902
建仓
—
HOLOGIC INC
+$755.2K
9,327
减持
—
CRH PLC
-$738.5K
13,586
-54%
清仓
ABBNY
ABB LTD
-$723.4K
0
-100%
减持
INTU
INTUIT
-$716.3K
1,963
-46%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$699.2K
21,734
+35%
清仓
PANW
PALO ALTO NETWORKS INC
-$694.3K
0
-100%
清仓
TRMB
TRIMBLE INC
-$692.8K
0
-100%
建仓
BRKR
BRUKER CORP
+$681.9K
9,225
增持
NFLX
NETFLIX INC
+$676.5K
3,804
+32%
减持
MAS
MASCO CORP
-$670.1K
4,510
-76%
增持
XLY
SELECT SECTOR SPDR TR
+$660.5K
20,168
+9%
增持
KLAC
KLA CORP
+$659.3K
2,291
+102%
增持
CVS
CVS HEALTH CORP
+$654.7K
120,158
+17%
清仓
BAC
BANK AMERICA CORP
-$641.0K
0
-100%
减持
—
FERRARI N V
+$632.7K
13,035
-2%
增持
NVS
NOVARTIS AG
+$632.2K
19,012
+36%
减持
PSX
PHILLIPS 66
-$621.1K
68,809
-3%
减持
SNY
SANOFI
-$608.3K
37,599
-22%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$585.8K
0
-100%
增持
TMDX
TRANSMEDICS GROUP INC
+$584.1K
11,580
+126%
减持
MRK
MERCK & CO INC
-$577.7K
22,506
-25%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$576.6K
1,824
-38%
增持
—
ARCH CAP GROUP LTD
+$571.9K
27,100
+26%
增持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$564.8K
123,559
+148%
增持
XLF
SELECT SECTOR SPDR TR
+$556.7K
170,265
+6%
增持
—
EATON CORP PLC
+$546.3K
8,287
+27%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$539.3K
106,933
+1%
减持
—
DISCOVER FINL SVCS
+$536.7K
63,060
-9%
增持
ARKK
ARK ETF TR
+$519.6K
73,489
+9%
增持
IYW
ISHARES TR
+$513.4K
27,258
+3%
减持
PYPL
PAYPAL HLDGS INC
-$496.8K
31,662
-8%
清仓
KT
KT CORP
-$492.9K
0
-100%
增持
PFE
PFIZER INC
-$490.4K
179,655
+4%
增持
PM
PHILIP MORRIS INTL INC
+$488.0K
11,262
+79%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$486.1K
0
-100%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$469.8K
2,365
减持
ADSK
AUTODESK INC
-$468.8K
1,939
-53%
减持
EPAM
EPAM SYS INC
-$467.9K
5,432
-4%
减持
QQQ
INVESCO QQQ TR
+$466.1K
12,259
-3%
增持
CPRT
COPART INC
+$464.8K
26,511
+2%
增持
USMV
ISHARES TR
+$450.6K
35,723
+18%
减持
JPM
JPMORGAN CHASE & CO
+$449.8K
65,097
-6%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$446.3K
1,640
-44%
减持
LLY
LILLY ELI & CO
+$443.4K
3,646
-1%
减持
IWM
ISHARES TR
-$438.5K
20,896
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$436.8K
39,356
+6%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$427.1K
23,377
-1%
减持
—
STERIS PLC
+$422.7K
14,278
-2%
减持
—
CHUBB LIMITED
-$421.1K
6,910
-23%
减持
QSR
RESTAURANT BRANDS INTL INC
-$420.0K
6,085
-54%
增持
SAP
SAP SE
+$419.9K
9,136
+39%
建仓
DELL
DELL TECHNOLOGIES INC
+$419.6K
7,754
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$419.3K
3,574
+35%
建仓
PCVX
VAXCYTE INC
+$407.4K
8,157
增持
IEFA
ISHARES TR
+$403.0K
22,522
+35%
增持
EFG
ISHARES TR
+$399.0K
73,983
+4%
减持
HD
HOME DEPOT INC
-$390.2K
8,479
-17%
清仓
FSLR
FIRST SOLAR INC
-$388.9K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$387.0K
84,152
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$378.4K
29,272
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$378.3K
24,436
+11%
增持
CME
CME GROUP INC
+$374.3K
9,491
+31%
减持
FE
FIRSTENERGY CORP
-$371.0K
171,606
-2%
增持
SHEL
SHELL PLC
+$370.8K
16,027
+55%
增持
ESGU
ISHARES TR
+$368.5K
43,206
+2%
增持
TTD
THE TRADE DESK INC
+$367.3K
13,715
+21%
建仓
CRM
SALESFORCE INC
+$363.8K
1,722
减持
ZTS
ZOETIS INC
-$361.0K
4,043
-36%
增持
XLI
SELECT SECTOR SPDR TR
+$360.7K
32,809
+5%
减持
MGM
MGM RESORTS INTERNATIONAL
-$360.4K
11,837
-40%
减持
CMCSA
COMCAST CORP NEW
+$356.6K
205,086
-5%
减持
CHD
CHURCH & DWIGHT CO INC
-$355.5K
8,065
-39%
增持
GSK
GSK PLC
+$353.0K
26,682
+59%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$352.1K
1,816
-59%
清仓
BALL
BALL CORP
-$351.0K
0
-100%
增持
SHV
ISHARES TR
+$349.7K
18,868
+20%
增持
URI
UNITED RENTALS INC
+$344.3K
5,240
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$343.0K
18,442
-14%
减持
—
AON PLC
+$338.9K
14,376
-2%
建仓
OMC
OMNICOM GROUP INC
+$338.4K
3,557
建仓
MBLY
MOBILEYE GLOBAL INC
+$338.2K
8,803
清仓
JKHY
HENRY JACK & ASSOC INC
-$337.5K
0
-100%
增持
EOG
EOG RES INC
+$334.5K
12,591
+30%
增持
DKS
DICKS SPORTING GOODS INC
+$330.7K
5,238
+105%
减持
—
DIAMOND HILL INVT GROUP INC
-$328.6K
11,164
-18%
减持
MSI
MOTOROLA SOLUTIONS INC
-$328.5K
9,398
-13%
减持
—
MEDTRONIC PLC
-$327.2K
7,640
-38%
建仓
NDSN
NORDSON CORP
+$324.6K
1,308
建仓
IQV
IQVIA HLDGS INC
+$324.6K
1,444
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$323.5K
5,632
减持
SOXX
ISHARES TR
+$322.1K
7,214
-4%
建仓
MMS
MAXIMUS INC
+$312.5K
3,698
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$309.8K
3,814
增持
LAD
LITHIA MTRS INC
+$308.7K
1,868
+65%
增持
IEMG
ISHARES INC
+$308.6K
64,146
+10%
建仓
CAKE
CHEESECAKE FACTORY INC
+$308.5K
8,922
清仓
—
AXALTA COATING SYS LTD
-$305.7K
0
-100%
增持
IJH
ISHARES TR
+$302.7K
15,268
+4%
建仓
VRT
VERTIV HOLDINGS CO
+$302.1K
12,195
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$301.4K
0
-100%
增持
IBN
ICICI BANK LIMITED
+$301.4K
129,837
+4%
清仓
BOOT
BOOT BARN HLDGS INC
-$300.9K
0
-100%
增持
HMC
HONDA MOTOR LTD
+$299.6K
23,568
+51%
增持
FAST
FASTENAL CO
+$297.1K
9,685
+90%
