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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 132
减持 2
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$172.9M
2,154,190
+111%
建仓
SPYV
SPDR PORTFOLIO SP 500 VALUE ETF
+$137.0M
2,733,864
建仓
SPYG
SPDR PORTFOLIO SP 500 GROWTH ETF
+$82.1M
1,122,310
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。
建仓
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
+$59.6M
408,930
建仓
COWZ
PACER US CASH COWS 100 ETF
+$57.9M
996,966
增持
IVV
ISHARES TR
+$25.9M
145,422
+37%
增持
MSFT
MICROSOFT CORP
+$25.0M
93,482
+145%
增持
GOOGL
ALPHABET INC
+$24.7M
259,156
+151%
增持
AMZN
AMAZON COM INC
+$21.7M
160,138
+240%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.9M
58,138
+217%
增持
GOOG
ALPHABET INC
+$17.3M
210,276
+101%
建仓
RTX
RTX CORPORATION
+$14.3M
146,262
增持
XLK
SELECT SECTOR SPDR TR
+$13.8M
119,100
+108%
增持
SHW
SHERWIN WILLIAMS CO
+$12.2M
72,324
+74%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$12.1M
513,842
+108%
增持
JPM
JPMORGAN CHASE CO
+$11.9M
72,246
+372%
增持
NVDA
NVIDIA CORPORATION
+$11.5M
16,802
+123%
增持
UNH
UNITEDHEALTH GROUP INC
+$11.3M
32,148
+269%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$10.9M
50,130
增持
BMY
BRISTOL MYERS SQUIBB CO
+$10.8M
360,928
+111%
增持
CVS
CVS HEALTH CORP
+$10.7M
218,076
+158%
增持
DG
DOLLAR GEN CORP NEW
+$10.2M
87,274
+251%
建仓
DYNF
BLACKROCK ETF TRUST
+$9.8M
220,956
增持
ORCL
ORACLE CORP
+$9.8M
134,384
+99%
增持
NVO
NOVO NORDISK A S
+$9.7M
125,236
+103%
增持
NEE
NEXTERA ENERGY INC
+$9.6M
282,134
+104%
增持
XLF
SELECT SECTOR SPDR TR
+$9.5M
352,848
+148%
增持
META
META PLATFORMS INC
+$9.0M
29,788
+93%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.8M
134,418
+101%
增持
DIS
DISNEY WALT CO
+$8.5M
94,132
+179%
增持
TSN
TYSON FOODS INC
+$8.5M
210,868
+188%
增持
GLW
CORNING INC
+$8.4M
369,954
+195%
增持
C
CITIGROUP INC
+$8.3M
236,858
+83%
增持
PG
PROCTER AND GAMBLE CO
+$7.9M
88,032
+102%
增持
HAL
HALLIBURTON CO
+$7.8M
311,106
+154%
增持
CMCSA
COMCAST CORP NEW
+$7.7M
368,260
+94%
增持
EMN
EASTMAN CHEM CO
+$7.4M
138,058
+93%
增持
—
EXXON MOBIL CORP
+$7.3M
107,944
+106%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$7.3M
0
-100%
增持
IUSB
ISHARES TR
+$7.2M
275,138
+136%
增持
CSCO
CISCO SYS INC
+$7.1M
293,178
+97%
增持
QUAL
ISHARES TR
+$7.1M
80,228
+93%
增持
FOXA
FOX CORP
+$7.0M
371,134
+138%
增持
—
DISCOVER FINL SVCS
+$6.9M
120,752
+51%
增持
—
EVEREST GROUP LTD
+$6.7M
31,308
+94%
增持
BBY
BEST BUY INC
+$6.7M
153,094
+105%
清仓
—
RTX CORPORATION
-$6.5M
0
-100%
减持
IEMG
ISHARES INC
-$6.5M
48,164
-64%
增持
IVE
ISHARES TR
+$6.4M
35,976
+1717%
增持
PGR
PROGRESSIVE CORP
+$6.1M
49,406
+92%
增持
BWA
BORGWARNER INC
+$6.1M
348,786
+107%
增持
—
FERRARI N V
+$6.0M
23,512
+89%
增持
—
ASML HOLDING N V
+$6.0M
10,494
+89%
增持
HD
HOME DEPOT INC
+$5.9M
23,074
+175%
增持
—
ICON PLC
+$5.9M
31,554
+90%
增持
EFG
ISHARES TR
+$5.8M
98,346
+118%
清仓
ACWX
ISHARES TR
-$5.8M
0
-100%
增持
RJF
RAYMOND JAMES FINL INC
+$5.7M
59,134
+253%
增持
QQQ
INVESCO QQQ TR
+$5.6M
23,000
+106%
增持
XLV
SELECT SECTOR SPDR TR
+$5.6M
68,260
+109%
增持
HSY
HERSHEY CO
+$5.6M
29,948
+2029%
增持
—
FERGUSON PLC NEW
+$5.6M
48,014
+88%
增持
XLY
SELECT SECTOR SPDR TR
+$5.5M
55,620
+112%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$5.4M
107,808
+94%
增持
NSC
NORFOLK SOUTHN CORP
+$5.3M
39,498
+96%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.2M
47,910
+98%
增持
XLI
SELECT SECTOR SPDR TR
+$5.2M
72,880
+108%
增持
IJH
ISHARES TR
+$5.2M
159,548
+877%
增持
—
ACCENTURE PLC IRELAND
+$5.1M
30,528
+95%
增持
—
AON PLC
+$5.1M
27,124
+97%
增持
ABBV
ABBVIE INC
+$5.0M
46,992
+105%
增持
NVR
NVR INC
+$4.9M
1,072
+100%
增持
CVX
CHEVRON CORP NEW
+$4.8M
40,878
+279%
建仓
NU
NU HLDGS LTD
+$4.8M
400,776
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$4.8M
101,732
+91%
增持
GLD
SPDR GOLD SHARES
+$4.6M
40,810
+105%
增持
IWM
ISHARES TR
+$4.5M
41,088
+98%
增持
SOXX
ISHARES TR
+$4.5M
35,980
+464%
增持
LLY
ELI LILLY CO
+$4.5M
8,816
+113%
增持
—
SPOTIFY TECHNOLOGY S A
+$4.4M
26,462
+93%
增持
IVW
ISHARES TR
+$4.4M
96,104
+94%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.4M
108,564
+226%
减持
IWD
ISHARES TR
-$4.3M
2,576
-91%
增持
V
VISA INC
+$4.2M
28,100
+100%
增持
—
ASTRAZENECA PLC
+$4.0M
95,908
+157%
增持
ABT
ABBOTT LABS
+$4.0M
65,614
+107%
增持
XLC
SELECT SECTOR SPDR TR
+$3.9M
84,146
+106%
建仓
DAL
DELTA AIR LINES INCORPORATED DEL COM NEW
+$3.9M
80,430
增持
GS
GOLDMAN SACHS GROUP INC
+$3.8M
16,798
+100%
增持
MRK
MERCK CO INC
+$3.7M
47,072
+104%
增持
AVGO
BROADCOM INC
+$3.7M
4,744
+104%
增持
JNJ
JOHNSON JOHNSON
+$3.7M
44,102
+110%
增持
TCBK
TRICO BANCSHARES
+$3.6M
239,640
+98%
增持
IYW
ISHARES TR
+$3.6M
43,276
+135%
增持
KDP
KEURIG DR PEPPER INC
+$3.6M
146,194
+427%
增持
URI
UNITED RENTALS INC
+$3.5M
8,932
+73%
增持
PEP
PEPSICO INC
+$3.4M
35,746
+115%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$3.4M
41,818
+93%
增持
NFLX
NETFLIX INC
+$3.4M
8,174
+148%
增持
IJR
ISHARES TR
+$3.3M
92,800
+45%
增持
IBN
ICICI BANK LIMITED
+$3.2M
231,112
+91%
增持
MU
MICRON TECHNOLOGY INC
+$3.2M
35,096
+221%
增持
AVY
AVERY DENNISON CORP
+$3.1M
24,754
+110%
增持
SLB
SCHLUMBERGER LTD
+$3.1M
74,518
+312%
增持
ITOT
ISHARES TR
+$3.1M
50,012
+100%
增持
ARKK
ARK ETF TR
+$3.1M
134,126
+96%
增持
—
ARCH CAP GROUP LTD
+$3.1M
58,478
+88%
增持
PYPL
PAYPAL HLDGS INC
+$3.1M
67,080
+190%
增持
TGT
TARGET CORP
+$3.1M
20,374
+441%
增持
DGRO
ISHARES TR
+$3.0M
107,496
+80%
建仓
—
MONDAY COM LTD
+$3.0M
13,356
增持
EMXC
ISHARES INC
+$2.9M
67,816
+273%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$2.9M
30,930
+672%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
36,408
+82%
建仓
HEFA
ISHARES TR
+$2.9M
82,234
增持
—
LINDE PLC
+$2.9M
11,572
+89%
增持
HTGC
HERCULES CAPITAL INC
+$2.9M
280,180
+102%
清仓
IJK
ISHARES TR
-$2.8M
0
-100%
增持
—
STERIS PLC
+$2.8M
25,810
+89%
增持
CNQ
CANADIAN NAT RES LTD
+$2.8M
65,136
+93%
增持
—
UBS GROUP AG
+$2.7M
158,538
+127%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.6M
22,360
+137%
增持
SNY
SANOFI
+$2.6M
83,414
+189%
增持
MELI
MERCADOLIBRE INC
+$2.6M
5,156
+56%
增持
SCHW
SCHWAB CHARLES CORP
+$2.6M
63,594
+116%
增持
TMUS
T MOBILE US INC
+$2.6M
30,980
+100%
增持
XLP
SELECT SECTOR SPDR TR
+$2.5M
60,590
+110%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$2.5M
44,378
+172%
增持
WFC
WELLS FARGO CO NEW
+$2.5M
80,818
+84%
增持
CPRT
COPART INC
+$2.5M
80,430
+84%
增持
WCN
WASTE CONNECTIONS INC
+$2.5M
26,630
+88%
增持
TEAM
ATLASSIAN CORPORATION
+$2.5M
33,740
+95%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$2.5M
47,838
+135%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$2.3M
42,744
+102%
增持
MO
ALTRIA GROUP INC
+$2.3M
67,238
+365%
增持
SPY
SPDR SP 500 ETF
+$2.3M
7,686
+118%
增持
MA
MASTERCARD INCORPORATED
+$2.3M
8,434
+104%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.3M
11,966
+99%
增持
ELV
ELEVANCE HEALTH INC
+$2.3M
7,660
+114%
增持
AMP
AMERIPRISE FINL INC
+$2.3M
8,920
+108%
建仓
COR
CENCORA INC
+$2.2M
9,140
增持
CBOE
CBOE GLOBAL MKTS INC
+$2.2M
24,720
+89%
增持
ADI
ANALOG DEVICES INC
+$2.2M
21,910
+102%
增持
SBUX
STARBUCKS CORP
+$2.2M
39,020
+169%
增持
DECK
DECKERS OUTDOOR CORP
+$2.2M
3,770
+83%
增持
—
TOTALENERGIES SE
+$2.1M
52,390
+138%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.1M
14,890
+117%
增持
EFA
ISHARES TR
+$2.1M
76,034
+43%
增持
—
THOMSON REUTERS CORP
+$2.1M
26,182
+89%
增持
EPAM
EPAM SYS INC
+$2.0M
9,650
+345%
