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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 26
增持 55
减持 53
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$28.0M
1,019,540
+4%
增持
IVV
ISHARES TR
+$17.2M
105,775
+36%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$11.3M
247,577
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
—
DISCOVER FINL SVCS
+$8.2M
79,830
+822%
增持
NEE
NEXTERA ENERGY INC
+$7.6M
137,985
+920%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$6.8M
5,978
-94%
建仓
—
RTX CORPORATION
+$6.5M
77,815
减持
JPM
JPMORGAN CHASE & CO
-$6.3M
15,301
-75%
清仓
SWK
STANLEY BLACK & DECKER INC
-$6.0M
0
-100%
增持
ORCL
ORACLE CORP
+$5.9M
67,412
+515%
清仓
FE
FIRSTENERGY CORP
-$5.8M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$5.8M
0
-100%
减持
PFE
PFIZER INC
-$5.8M
17,603
-91%
建仓
ACWX
ISHARES TR
+$5.8M
114,202
增持
BWA
BORGWARNER INC
+$5.8M
168,331
+2561%
建仓
—
EVEREST GROUP LTD
+$5.7M
16,110
建仓
IWD
ISHARES TR
+$4.8M
29,002
增持
IEMG
ISHARES INC
+$4.7M
134,061
+207%
清仓
AAP
ADVANCE AUTO PARTS INC
-$4.0M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.0M
171,226
+106%
增持
MBB
ISHARES TR
+$3.0M
51,480
+152%
减持
TSN
TYSON FOODS INC
-$3.0M
73,103
-47%
增持
IJR
ISHARES TR
+$2.9M
64,181
+50%
建仓
IJK
ISHARES TR
+$2.8M
35,610
增持
MUB
ISHARES TR
+$2.7M
32,692
+321%
增持
MSFT
MICROSOFT CORP
+$2.6M
38,137
+3%
增持
IVW
ISHARES TR
+$2.4M
49,505
+166%
增持
MELI
MERCADOLIBRE INC
+$2.4M
3,304
+51%
减持
HAL
HALLIBURTON CO
-$2.4M
122,682
-27%
减持
SHW
SHERWIN WILLIAMS CO
+$2.3M
41,511
-0%
增持
IEFA
ISHARES TR
+$2.1M
52,252
+118%
减持
CSCO
CISCO SYS INC
-$2.1M
148,569
-17%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
57,385
+3%
减持
GLW
CORNING INC
-$1.8M
125,275
-32%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
33,314
减持
FOXA
FOX CORP
-$1.7M
155,959
-23%
增持
CNQ
CANADIAN NAT RES LTD
+$1.7M
33,781
+295%
建仓
OEF
ISHARES TR
+$1.6M
7,094
增持
—
UBS GROUP AG
+$1.6M
69,896
+195%
增持
EFV
ISHARES TR
+$1.5M
125,717
+23%
减持
CVS
CVS HEALTH CORP
-$1.5M
84,440
-28%
增持
EFA
ISHARES TR
+$1.4M
53,316
+43%
增持
AMZN
AMAZON COM INC
+$1.4M
47,065
+4%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.3M
20,350
+222%
减持
—
ASTRAZENECA PLC
-$1.3M
37,282
-34%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.3M
934
-57%
减持
EFG
ISHARES TR
-$1.3M
45,196
-31%
增持
TSLA
TESLA INC
+$1.3M
13,250
+64%
建仓
—
JUNIPER NETWORKS INC
+$1.2M
42,099
减持
TCBK
TRICO BANCSHARES
+$1.2M
121,093
-2%
建仓
FTNT
FORTINET INC
+$1.2M
21,134
建仓
HCA
HCA HEALTHCARE INC
+$1.2M
4,549
减持
SPG
SIMON PPTY GROUP INC NEW
+$1.2M
51,079
-9%
减持
—
EXXON MOBIL CORP
-$1.2M
52,331
-4%
增持
TEAM
ATLASSIAN CORPORATION
+$1.2M
17,346
+19%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.2M
1,618
-79%
清仓
GEN
GEN DIGITAL INC
-$1.1M
0
-100%
减持
CRM
SALESFORCE INC
-$1.1M
790
-87%
减持
GD
GENERAL DYNAMICS CORP
-$1.0M
3,309
-61%
增持
ABT
ABBOTT LABS
+$1.0M
31,685
+24%
建仓
EMXC
ISHARES INC
+$1.0M
18,163
增持
QUAL
ISHARES TR
+$1.0M
41,602
+7%
增持
VYM
VANGUARD WHITEHALL FDS
+$967.4K
66,790
+6%
增持
XLY
SELECT SECTOR SPDR TR
+$953.8K
26,217
+13%
减持
HMC
HONDA MOTOR LTD
-$953.5K
22,692
-54%
增持
AVGO
BROADCOM INC
+$885.7K
2,330
+13%
增持
NVO
NOVO-NORDISK A S
+$866.1K
61,767
+2%
减持
DG
DOLLAR GEN CORP NEW
-$862.0K
24,855
-38%
减持
—
ASML HOLDING N V
+$858.5K
5,540
-2%
增持
SAP
SAP SE
+$848.7K
12,773
+47%
清仓
RTX
RTX CORPORATION
-$845.1K
0
-100%
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$832.3K
3,995
增持
SCHW
SCHWAB CHARLES CORP
+$804.5K
29,408
+32%
增持
—
ACCENTURE PLC IRELAND
+$802.0K
15,616
+3%
增持
IWF
ISHARES TR
+$795.8K
6,532
+47%
清仓
IEX
IDEX CORP
-$766.2K
0
-100%
清仓
ABG
ASBURY AUTOMOTIVE GROUP INC
-$763.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$738.5K
11,162
+4%
增持
IYW
ISHARES TR
+$736.8K
18,383
+27%
增持
XLF
SELECT SECTOR SPDR TR
+$733.4K
142,431
+2%
建仓
IXC
ISHARES TR
+$722.6K
18,477
减持
MO
ALTRIA GROUP INC
-$720.5K
14,461
-53%
减持
META
META PLATFORMS INC
+$703.7K
15,398
-3%
减持
NSC
NORFOLK SOUTHN CORP
+$701.4K
20,171
-2%
减持
EPAM
EPAM SYS INC
-$693.6K
2,169
-59%
减持
—
CHUBB LIMITED
-$690.6K
3,502
-51%
清仓
CHH
CHOICE HOTELS INTL INC
-$689.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$686.6K
103,103
-2%
减持
ARKK
ARK ETF TR
+$686.4K
68,569
-6%
减持
MSI
MOTOROLA SOLUTIONS INC
-$670.6K
5,830
-36%
减持
AFL
AFLAC INC
-$665.5K
7,590
-55%
减持
EOG
EOG RES INC
-$664.8K
7,738
-39%
减持
—
FERGUSON PLC NEW
+$658.1K
25,569
-2%
建仓
—
FABRINET
+$658.0K
3,457
减持
URI
UNITED RENTALS INC
+$628.5K
5,150
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$627.5K
10,192
建仓
RELX
RELX PLC
+$627.1K
15,811
建仓
VVV
VALVOLINE INC
+$626.6K
16,674
增持
XLI
SELECT SECTOR SPDR TR
+$624.3K
35,042
+5%
减持
CMCSA
COMCAST CORP NEW
-$618.2K
189,414
-6%
清仓
CIEN
CIENA CORP
-$607.8K
0
-100%
减持
SNY
SANOFI
-$599.5K
28,901
-24%
建仓
UGP
ULTRAPAR PARTICIPACOES SA
+$586.1K
108,137
增持
NTRA
NATERA INC
+$584.5K
21,194
+26%
建仓
—
CENCORA INC
+$569.3K
2,772
增持
CUBE
CUBESMART
+$567.5K
33,168
+30%
建仓
HEI/A
HEICO CORP NEW
+$565.3K
3,969
增持
—
SPOTIFY TECHNOLOGY S A
+$560.7K
13,717
+5%
减持
BP
BP PLC
-$560.3K
21,554
-37%
减持
—
CHAMPIONX CORPORATION
-$557.0K
15,491
-45%
减持
C
CITIGROUP INC
+$556.6K
129,172
-13%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$551.7K
6,026
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$547.8K
24,230
-0%
增持
IXN
ISHARES TR
+$541.9K
18,645
+48%
增持
LLY
ELI LILLY & CO
+$537.7K
4,130
+19%
减持
—
AON PLC
-$536.1K
13,747
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$532.4K
9,432
+13%
减持
—
ICON PLC
+$525.2K
16,625
-2%
减持
EMN
EASTMAN CHEM CO
+$512.4K
71,550
-7%
清仓
COR
CENCORA INC
-$509.1K
0
-100%
清仓
—
PIONEER NAT RES CO
-$505.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$501.2K
23,105
-30%
清仓
DKNG
DRAFTKINGS INC NEW
-$493.9K
0
-100%
增持
AMGN
AMGEN INC
+$479.5K
5,385
+35%
减持
PAYC
PAYCOM SOFTWARE INC
-$478.9K
2,078
-41%
建仓
—
JAMES HARDIE INDS PLC
+$476.8K
12,329
减持
—
ROYAL CARIBBEAN GROUP
+$465.5K
13,784
-4%
增持
IUSB
ISHARES TR
+$463.5K
116,749
+4%
增持
BA
BOEING CO
+$454.7K
3,910
+33%
增持
DIS
DISNEY WALT CO
+$454.5K
33,776
+5%
减持
IWM
ISHARES TR
+$453.1K
20,796
-1%
增持
PSX
PHILLIPS 66
+$452.3K
5,731
+122%
增持
ESGU
ISHARES TR
+$451.9K
34,930
+2%
清仓
RDY
DR REDDYS LABS LTD
-$448.1K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$442.1K
3,192
减持
GS
GOLDMAN SACHS GROUP INC
+$438.1K
8,396
-3%
减持
—
FERRARI N V
+$435.7K
12,438
-3%
建仓
BRO
BROWN & BROWN INC
+$409.4K
5,757
减持
BJ
BJS WHSL CLUB HLDGS INC
-$397.1K
4,077
-56%
建仓
SKM
SK TELECOM LTD
+$396.6K
18,531
建仓
VRSN
VERISIGN INC
+$395.9K
1,922
增持
NOW
SERVICENOW INC
+$395.6K
1,147
+55%
清仓
—
MASONITE INTL CORP
-$389.9K
0
-100%
增持
IWP
ISHARES TR
+$379.3K
5,730
+139%
增持
PINS
PINTEREST INC
+$379.3K
19,079
+58%
减持
ASX
ASE TECHNOLOGY HLDG CO LTD
-$374.9K
16,203
-77%
减持
GLD
SPDR GOLD TR
+$372.5K
19,917
-1%
清仓
MBLY
MOBILEYE GLOBAL INC
-$371.4K
0
-100%
减持
HD
HOME DEPOT INC
+$370.2K
8,400
-0%
增持
APD
AIR PRODS & CHEMS INC
+$369.3K
5,549
+37%
