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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 40
减持 64
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
SPYV
SPDR SER TR
-$133.9M
0
-100%
清仓
SPYG
SPDR SER TR
-$92.4M
0
-100%
清仓
QUS
SPDR SER TR
-$63.8M
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。
清仓
COWZ
PACER FDS TR
-$56.1M
0
-100%
增持
EMXC
ISHARES INC
+$18.2M
363,258
+432%
减持
AMZN
AMAZON COM INC
-$15.2M
87,682
-46%
减持
GOOGL
ALPHABET INC
-$14.9M
174,646
-27%
减持
AAPL
APPLE INC
-$14.4M
1,675,828
-10%
减持
SHW
SHERWIN WILLIAMS CO
-$13.5M
21,232
-71%
清仓
GLW
CORNING INC
-$13.2M
0
-100%
清仓
FDX
FEDEX CORP
-$12.3M
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$11.6M
0
-100%
清仓
BBY
BEST BUY INC
-$11.1M
0
-100%
清仓
FOXA
FOX CORP
-$11.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$11.0M
28,590
-52%
减持
MSFT
MICROSOFT CORP
-$10.0M
73,340
-21%
增持
CRM
SALESFORCE INC
+$9.9M
36,380
+18090%
建仓
PPG
PPG INDS INC
+$9.6M
72,414
增持
NKE
NIKE INC
+$9.1M
117,914
+559%
建仓
—
PARAMOUNT GLOBAL
+$9.0M
851,644
增持
HON
HONEYWELL INTL INC
+$8.9M
52,480
+462%
增持
MRK
MERCK & CO INC
+$8.6M
122,226
+189%
减持
JPM
JPMORGAN CHASE & CO.
-$8.1M
30,282
-58%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.0M
109,196
-67%
清仓
—
FERGUSON PLC NEW
-$7.7M
0
-100%
增持
AVGO
BROADCOM INC
+$5.9M
77,748
+1555%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.7M
25,968
-37%
增持
EFV
ISHARES TR
+$5.6M
173,108
+113%
减持
GOOG
ALPHABET INC
-$5.5M
146,928
-10%
建仓
FERG
FERGUSON ENTERPRISES INC
+$5.4M
27,124
建仓
SE
SEA LTD
+$4.6M
49,126
减持
NVDA
NVIDIA CORPORATION
-$3.8M
158,084
-15%
清仓
DAL
DELTA AIR LINES INC DEL
-$3.6M
0
-100%
减持
CBOE
CBOE GLOBAL MKTS INC
-$3.4M
2,644
-89%
清仓
—
THOMSON REUTERS CORP.
-$3.3M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$3.2M
22,042
-46%
减持
SHEL
SHELL PLC
-$3.1M
23,702
-64%
减持
ITOT
ISHARES TR
-$2.7M
24,148
-50%
清仓
FFIV
F5 INC
-$2.7M
0
-100%
增持
PGR
PROGRESSIVE CORP
+$2.6M
48,038
+5%
减持
URI
UNITED RENTALS INC
-$2.6M
3,424
-60%
减持
NVO
NOVO-NORDISK A S
-$2.5M
80,866
-5%
清仓
FTNT
FORTINET INC
-$2.5M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.4M
37,286
+4%
建仓
DOW
DOW INC
+$2.4M
44,382
建仓
LULU
LULULEMON ATHLETICA INC
+$2.4M
8,894
减持
C
CITIGROUP INC
-$2.4M
169,008
-17%
增持
GFL
GFL ENVIRONMENTAL INC
+$2.3M
111,634
+102%
清仓
MTCH
MATCH GROUP INC NEW
-$2.3M
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
-$2.2M
13,820
-45%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.1M
568,482
+7%
增持
IUSB
ISHARES TR
+$2.1M
301,550
+13%
增持
XLK
SELECT SECTOR SPDR TR
+$2.1M
111,328
+9%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.0M
10,862
-34%
减持
DIS
DISNEY WALT CO
-$2.0M
69,586
-20%
建仓
CW
CURTISS WRIGHT CORP
+$1.9M
5,774
减持
—
ASML HOLDING N V
-$1.9M
5,724
-12%
增持
ORCL
ORACLE CORP
+$1.9M
31,266
+28%
清仓
HEFA
ISHARES TR
-$1.8M
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$1.7M
49,542
-28%
增持
AES
AES CORP
+$1.7M
543,000
+4%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$1.7M
29,956
减持
SBUX
STARBUCKS CORP
-$1.7M
19,446
-58%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.7M
16,434
+73%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$1.6M
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.6M
25,914
-60%
增持
USFD
US FOODS HLDG CORP
+$1.6M
46,992
+95%
增持
NWG
NATWEST GROUP PLC
+$1.6M
199,536
+500%
减持
APP
APPLOVIN CORP
+$1.6M
38,620
-8%
增持
GSK
GSK PLC
+$1.5M
69,762
+105%
增持
TSLA
TESLA INC
+$1.5M
31,540
+4%
增持
NVS
NOVARTIS AG
+$1.5M
44,334
+30%
增持
MCD
MCDONALDS CORP
+$1.5M
10,576
+52%
清仓
DRI
DARDEN RESTAURANTS INC
-$1.4M
0
-100%
减持
META
META PLATFORMS INC
+$1.4M
27,712
-3%
减持
—
STERIS PLC
-$1.4M
13,872
-36%
减持
USMV
ISHARES TR
-$1.4M
19,890
-47%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
28,172
减持
TSN
TYSON FOODS INC
-$1.3M
152,280
-16%
减持
MCK
MCKESSON CORP
-$1.3M
3,080
-37%
增持
—
AON PLC
+$1.3M
22,678
+2%
减持
SOXX
ISHARES TR
-$1.3M
34,846
-8%
减持
NSC
NORFOLK SOUTHN CORP
+$1.3M
39,758
-0%
增持
ONTO
ONTO INNOVATION INC
+$1.3M
10,036
+183%
减持
SCHW
SCHWAB CHARLES CORP
-$1.3M
49,286
-19%
减持
NFLX
NETFLIX INC
-$1.3M
6,508
-25%
减持
—
ICON PLC
-$1.3M
24,270
-8%
减持
IEMG
ISHARES INC
-$1.3M
57,100
-33%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
758
-66%
建仓
VGT
VANGUARD WORLD FD
+$1.2M
2,054
建仓
SYY
SYSCO CORP
+$1.2M
15,348
减持
ESGU
ISHARES TR
-$1.2M
12,546
-46%
建仓
ALAB
ASTERA LABS INC
+$1.2M
22,678
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$1.2M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
133,786
-1%
减持
TGT
TARGET CORP
-$1.1M
11,256
-43%
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
62,468
-21%
清仓
CAT
CATERPILLAR INC
-$1.1M
0
-100%
增持
ARKK
ARK ETF TR
+$1.1M
151,548
+9%
减持
—
EVEREST GROUP LTD
-$1.1M
23,616
-13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
41,600
-11%
减持
MELI
MERCADOLIBRE INC
-$1.1M
2,160
-35%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$1.1M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.1M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.0M
0
-100%
增持
DG
DOLLAR GEN CORP NEW
-$1.0M
108,898
+41%
建仓
EQIX
EQUINIX INC
+$1.0M
1,134
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$1.0M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$1.0M
0
-100%
减持
ABBV
ABBVIE INC
+$997.0K
54,076
-4%
减持
—
NXP SEMICONDUCTORS N V
-$967.9K
11,664
-17%
建仓
VOE
VANGUARD INDEX FDS
+$963.4K
5,746
清仓
UPS
UNITED PARCEL SERVICE INC
-$960.8K
0
-100%
增持
CPNG
COUPANG INC
+$943.4K
162,646
+12%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$933.8K
89,960
-2%
清仓
GIS
GENERAL MLS INC
-$918.3K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$914.7K
13,546
-30%
减持
ENTG
ENTEGRIS INC
-$913.7K
9,306
-36%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$913.5K
8,378
-2%
减持
MU
MICRON TECHNOLOGY INC
-$890.8K
30,204
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$889.8K
15,872
+8%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$882.2K
0
-100%
减持
V
VISA INC
-$874.3K
21,284
-17%
减持
WFC
WELLS FARGO CO NEW
-$867.0K
65,964
-15%
增持
BINC
BLACKROCK ETF TRUST II
+$865.5K
40,286
+63%
减持
TDG
TRANSDIGM GROUP INC
-$858.9K
616
-55%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$857.8K
114,228
+6%
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$849.7K
78,324
+165%
增持
VRT
VERTIV HOLDINGS CO
+$842.0K
24,434
+33%
减持
CR
CRANE COMPANY
-$839.6K
9,862
-40%
减持
AVY
AVERY DENNISON CORP
-$837.7K
20,156
-17%
清仓
PR
PERMIAN RESOURCES CORP
-$825.0K
0
-100%
增持
—
EATON CORP PLC
+$824.3K
5,906
+63%
增持
CUBE
CUBESMART
+$824.1K
55,928
+16%
减持
XLF
SELECT SECTOR SPDR TR
-$814.8K
289,826
-15%
减持
BP
BP PLC
-$805.2K
37,620
-32%
清仓
RTX
RTX CORPORATION
-$796.9K
0
-100%
增持
PTC
PTC INC
+$792.8K
7,898
+126%
减持
NTRA
NATERA INC
-$789.8K
15,058
-40%
减持
IYW
ISHARES TR
-$788.2K
33,734
-14%
减持
—
NVENT ELECTRIC PLC
-$788.1K
20,376
-30%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$786.2K
43,458
+6%
增持
MDYV
SPDR SER TR
+$780.4K
18,254
+99%
减持
WSC
WILLSCOT HLDGS CORP
-$779.8K
18,284
-53%
建仓
VTIP
VANGUARD MALVERN FDS
+$767.1K
15,556
增持
VLO
VALERO ENERGY CORP
+$765.9K
16,666
+76%
增持
IWM
ISHARES TR
+$760.3K
42,382
+1%
增持
LOW
LOWES COS INC
+$758.4K
9,710
+14%
减持
IJR
ISHARES TR
+$743.3K
92,200
-2%
建仓
EMR
EMERSON ELEC CO
+$740.4K
6,770
