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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 27
增持 48
减持 62
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$8.5M
6,319
-94%
增持
AAPL
APPLE INC
-$7.1M
982,838
+9%
减持
—
DISCOVER FINL SVCS
-$6.6M
8,663
-86%
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
CE
CELANESE CORP DEL
-$6.5M
0
-100%
增持
HAL
HALLIBURTON CO
+$6.3M
168,164
+1000%
减持
PSX
PHILLIPS 66
-$6.3M
2,586
-96%
建仓
EMN
EASTMAN CHEM CO
+$5.9M
77,088
增持
SWKS
SKYWORKS SOLUTIONS INC
+$4.6M
61,170
+377%
增持
DG
DOLLAR GEN CORP NEW
+$3.9M
40,085
+1648%
增持
IVV
ISHARES TR
+$3.1M
77,594
+14%
增持
XLK
SELECT SECTOR SPDR TR
+$2.1M
55,671
+38%
增持
GOOG
ALPHABET INC
+$1.8M
110,032
+5%
减持
RMD
RESMED INC
-$1.8M
3,445
-67%
增持
EFV
ISHARES TR
+$1.7M
102,554
+49%
增持
MELI
MERCADOLIBRE INC
+$1.5M
2,189
+110%
减持
QUAL
ISHARES TR
-$1.5M
38,859
-21%
减持
IYW
ISHARES TR
-$1.4M
14,484
-47%
建仓
TFLO
ISHARES TR
+$1.4M
28,218
减持
AMAT
APPLIED MATLS INC
-$1.4M
3,554
-73%
减持
EFG
ISHARES TR
-$1.4M
65,555
-11%
清仓
DAL
DELTA AIR LINES INC DEL
-$1.4M
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
8,578
+211%
建仓
IVW
ISHARES TR
+$1.3M
18,600
减持
BBY
BEST BUY INC
-$1.2M
84,492
-2%
减持
CDW
CDW CORP
-$1.2M
3,995
-63%
减持
GOVT
ISHARES TR
-$1.2M
25,494
-66%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
21,655
-20%
增持
—
NXP SEMICONDUCTORS N V
+$1.1M
6,874
+474%
减持
XLF
SELECT SECTOR SPDR TR
-$1.1M
139,343
-18%
减持
IEMG
ISHARES INC
-$1.1M
43,731
-32%
增持
SBUX
STARBUCKS CORP
+$1.1M
17,067
+242%
减持
SWK
STANLEY BLACK & DECKER INC
-$1.0M
72,078
-4%
建仓
FSLR
FIRST SOLAR INC
+$1.0M
6,211
减持
ESGU
ISHARES TR
-$997.9K
34,213
-21%
增持
META
META PLATFORMS INC
+$971.7K
15,811
+20%
建仓
TLT
ISHARES TR
+$958.9K
10,811
增持
HMC
HONDA MOTOR LTD
+$940.6K
49,196
+109%
减持
—
ASML HOLDING N V
-$920.2K
5,665
-4%
增持
CRM
SALESFORCE INC
+$902.2K
6,243
+263%
增持
SHEL
SHELL PLC
+$860.8K
28,401
+77%
建仓
—
NVENT ELECTRIC PLC
+$832.7K
15,715
建仓
CR
CRANE COMPANY
+$827.8K
9,318
减持
FE
FIRSTENERGY CORP
-$826.2K
171,030
-0%
清仓
FND
FLOOR & DECOR HLDGS INC
-$825.4K
0
-100%
增持
GLW
CORNING INC
-$793.5K
182,903
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$784.3K
56,427
-5%
清仓
—
ACTIVISION BLIZZARD INC
-$777.9K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$770.1K
4,344
-66%
建仓
MS
MORGAN STANLEY
+$768.4K
9,409
增持
MSFT
MICROSOFT CORP
-$767.9K
37,189
+1%
减持
GOOGL
ALPHABET INC
+$766.2K
104,813
-3%
清仓
—
CRH PLC
-$757.1K
0
-100%
增持
—
ICON PLC
+$722.3K
16,978
+23%
增持
—
CHAMPIONX CORPORATION
+$714.0K
28,341
+198%
减持
IUSB
ISHARES TR
-$705.6K
112,435
-9%
减持
QQQ
INVESCO QQQ TR
-$696.2K
10,697
-13%
减持
TDG
TRANSDIGM GROUP INC
-$692.9K
961
-43%
增持
IJH
ISHARES TR
+$691.0K
18,782
+23%
建仓
—
CRH PLC
+$661.2K
12,081
减持
FOXA
FOX CORP
-$645.5K
203,064
-1%
增持
ABBV
ABBVIE INC
+$639.5K
23,210
+11%
减持
DOW
DOW INC
-$623.8K
22,330
-33%
建仓
—
PERFICIENT INC
+$604.2K
10,443
增持
CME
CME GROUP INC
+$598.2K
11,772
+24%
减持
—
ASTRAZENECA PLC
-$595.9K
56,511
-9%
增持
—
EXXON MOBIL CORP
+$582.0K
54,617
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$574.6K
11,886
-54%
减持
XLV
SELECT SECTOR SPDR TR
-$574.3K
36,114
-8%
清仓
—
LIBERTY MEDIA CORP DEL
-$573.8K
0
-100%
建仓
BA
BOEING CO
+$564.5K
2,945
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$557.5K
83,115
-1%
减持
TRP
TC ENERGY CORP
-$553.5K
19,318
-36%
建仓
SM
SM ENERGY CO
+$551.0K
13,896
减持
MBB
ISHARES TR
-$540.2K
20,417
-19%
增持
AAP
ADVANCE AUTO PARTS INC
-$540.2K
72,352
+11%
减持
SHW
SHERWIN WILLIAMS CO
-$536.7K
41,577
-1%
减持
JPM
JPMORGAN CHASE & CO
-$530.1K
61,630
-5%
增持
—
ACCENTURE PLC IRELAND
+$522.6K
15,232
+13%
增持
—
ARCH CAP GROUP LTD
+$516.1K
31,923
+18%
减持
GSK
GSK PLC
-$515.3K
12,018
-55%
建仓
LQD
ISHARES TR
+$514.6K
5,044
清仓
TLH
ISHARES TR
-$506.1K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$505.3K
0
-100%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$501.1K
4,661
-58%
减持
WSM
WILLIAMS SONOMA INC
-$496.4K
2,183
-67%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$479.8K
7,702
增持
NVS
NOVARTIS AG
+$479.2K
23,539
+24%
减持
EBAY
EBAY INC.
-$474.2K
16,539
-39%
减持
—
FERRARI N V
-$465.4K
12,769
-2%
建仓
EQNR
EQUINOR ASA
+$458.4K
13,980
减持
XLP
SELECT SECTOR SPDR TR
-$453.8K
27,957
-13%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$452.8K
2,192
-0%
建仓
RDY
DR REDDYS LABS LTD
+$448.1K
6,701
减持
TEAM
ATLASSIAN CORPORATION
+$442.1K
14,632
-2%
减持
—
EATON CORP PLC
-$438.7K
5,758
-31%
增持
NVDA
NVIDIA CORPORATION
+$437.4K
8,057
+11%
减持
VYM
VANGUARD WHITEHALL FDS
-$436.0K
62,799
-4%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$435.2K
70,128
-43%
增持
PM
PHILIP MORRIS INTL INC
+$433.8K
16,561
+47%
增持
CPRT
COPART INC
-$428.4K
46,174
+74%
减持
—
AON PLC
-$425.8K
13,993
-3%
减持
GEN
GEN DIGITAL INC
-$425.3K
63,522
-24%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$418.5K
20,424
-6%
增持
TSLA
TESLA INC
+$408.7K
8,066
+31%
增持
ABT
ABBOTT LABS
+$408.2K
25,502
+35%
减持
CMCSA
COMCAST CORP NEW
+$402.7K
201,263
-2%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$398.7K
2,811
+54%
减持
NFLX
NETFLIX INC
-$397.4K
3,385
-11%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$392.4K
3,814
增持
XLE
SELECT SECTOR SPDR TR
+$384.2K
32,041
+4%
建仓
AXP
AMERICAN EXPRESS CO
+$383.3K
2,569
增持
ADBE
ADOBE INC
+$368.3K
3,861
+18%
建仓
—
KELLANOVA
+$367.3K
6,173
减持
MLM
MARTIN MARIETTA MATLS INC
-$365.8K
1,607
-28%
减持
USMV
ISHARES TR
-$363.7K
31,661
-11%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$357.2K
393
减持
DKNG
DRAFTKINGS INC NEW
-$348.9K
16,778
-47%
建仓
NTES
NETEASE INC
+$342.5K
3,419
减持
ARKK
ARK ETF TR
-$339.2K
73,218
-0%
增持
TMDX
TRANSMEDICS GROUP INC
-$332.0K
11,699
+1%
清仓
ESML
ISHARES TR
-$329.4K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$327.9K
745
建仓
PINS
PINTEREST INC
+$327.4K
12,112
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$318.3K
4,124
减持
SOXX
ISHARES TR
-$315.9K
7,059
-2%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$309.8K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$309.2K
23,195
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
-$293.2K
8,344
-17%
清仓
KEX
KIRBY CORP
-$292.3K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$291.2K
13,206
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$289.1K
15,554
+58%
增持
LCTU
BLACKROCK ETF TRUST
+$287.5K
21,268
+46%
建仓
BURL
BURLINGTON STORES INC
+$282.5K
2,088
增持
PGR
PROGRESSIVE CORP
+$281.0K
31,667
+1%
减持
PAYC
PAYCOM SOFTWARE INC
-$279.1K
3,504
-5%
减持
MSI
MOTOROLA SOLUTIONS INC
-$260.3K
9,168
-2%
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$259.4K
2,584
减持
XLU
SELECT SECTOR SPDR TR
-$255.7K
14,213
-15%
减持
MKL
MARKEL GROUP INC
-$255.5K
392
-35%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$254.4K
55,932
+16%
增持
PFE
PFIZER INC
-$253.9K
191,013
+6%
减持
PEP
PEPSICO INC
-$252.2K
14,765
-1%
增持
WCN
WASTE CONNECTIONS INC
+$248.1K
14,584
+22%
增持
DIS
DISNEY WALT CO
-$246.9K
32,019
+1%
增持
MRK
MERCK & CO INC
-$246.5K
22,831
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$245.1K
8,918
+1%
清仓
LW
LAMB WESTON HLDGS INC
-$244.0K
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$238.4K
0
-100%
建仓
GKOS
GLAUKOS CORP
+$237.6K
3,158
增持
PG
PROCTER AND GAMBLE CO
-$237.4K
41,930
+0%
