小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 48
减持 69
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$43.0M
1,365,742
-3%
减持
IVV
ISHARES TR
-$19.0M
111,160
-20%
减持
PGR
PROGRESSIVE CORP
-$10.9M
2,260
-97%
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
EVTR
MORGAN STANLEY ETF TRUST
+$9.8M
530,852
+55%
减持
SPYG
SPDR SER TR
-$9.7M
1,196,122
-1%
减持
CRM
SALESFORCE INC
-$8.8M
7,104
-78%
减持
GOOGL
ALPHABET INC
-$8.7M
219,992
-2%
清仓
—
LAM RESEARCH CORP
-$7.2M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$6.8M
93,242
减持
AVGO
BROADCOM INC
-$6.6M
61,434
-15%
减持
GOOG
ALPHABET INC
-$5.3M
147,508
-1%
减持
EFV
ISHARES TR
-$5.1M
118,632
-48%
减持
AMZN
AMAZON COM INC
-$5.0M
144,406
-2%
减持
NVDA
NVIDIA CORPORATION
-$4.9M
182,886
-1%
增持
IJH
ISHARES TR
+$4.9M
242,058
+63%
减持
MSFT
MICROSOFT CORP
-$4.5M
83,646
-2%
减持
TSLA
TESLA INC
-$4.0M
24,736
-4%
建仓
GDX
VANECK ETF TRUST
+$3.9M
84,410
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
51,194
-1%
减持
DAL
DELTA AIR LINES INC DEL
-$3.8M
77,462
-35%
建仓
SIL
GLOBAL X FDS
+$3.8M
95,264
增持
SE
SEA LTD
+$3.6M
74,334
+30%
减持
RJF
RAYMOND JAMES FINL INC
-$3.4M
17,418
-53%
减持
IEFA
ISHARES TR
-$3.4M
66,186
-45%
减持
EFG
ISHARES TR
-$3.4M
78,348
-32%
增持
—
LINDE PLC
+$3.2M
15,802
+59%
清仓
IJK
ISHARES TR
-$3.1M
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.8M
13,818
-77%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$2.8M
29,612
+63%
减持
IWD
ISHARES TR
-$2.8M
3,116
-83%
增持
SLV
ISHARES SILVER TR
+$2.7M
161,572
+87%
建仓
OEF
ISHARES TR
+$2.7M
9,804
清仓
ACWX
ISHARES TR
-$2.6M
0
-100%
减持
IJR
ISHARES TR
-$2.6M
80,198
-16%
增持
GLD
SPDR GOLD TR
+$2.6M
43,066
+6%
减持
C
CITIGROUP INC
-$2.6M
92,854
-29%
减持
FERG
FERGUSON ENTERPRISES INC
-$2.3M
11,516
-52%
增持
IVE
ISHARES TR
+$2.3M
42,236
+41%
减持
DGRO
ISHARES TR
-$2.3M
105,238
-27%
增持
—
ASTRAZENECA PLC
+$2.2M
110,150
+23%
增持
XLK
SELECT SECTOR SPDR TR
-$2.2M
87,354
+0%
减持
—
SPOTIFY TECHNOLOGY S A
+$2.2M
32,898
-8%
减持
SHW
SHERWIN WILLIAMS CO
-$2.1M
4,792
-57%
减持
TCBK
TRICO BANCSHARES
-$2.1M
19,306
-70%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.0M
59,058
+333%
增持
KO
COCA COLA CO
+$2.0M
53,734
+83%
增持
QCOM
QUALCOMM INC
+$2.0M
54,988
+31%
建仓
TLH
ISHARES TR
+$2.0M
19,422
清仓
HSY
HERSHEY CO
-$2.0M
0
-100%
减持
IVW
ISHARES TR
-$2.0M
103,734
-9%
清仓
ACWI
ISHARES TR
-$1.9M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$1.9M
11,088
-77%
增持
COP
CONOCOPHILLIPS
+$1.8M
36,120
+83%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.8M
74,062
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
44,046
+5%
减持
DECK
DECKERS OUTDOOR CORP
-$1.7M
13,558
-15%
增持
BIDD
BLACKROCK ETF TRUST
+$1.7M
980,304
+2%
增持
CSCO
CISCO SYS INC
+$1.7M
53,734
+93%
减持
MUB
ISHARES TR
-$1.6M
13,762
-52%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.6M
642,268
+5%
增持
BWA
BORGWARNER INC
+$1.6M
193,052
+57%
清仓
—
ARISTA NETWORKS INC
-$1.6M
0
-100%
减持
SPYV
SPDR SER TR
-$1.6M
2,705,968
-1%
减持
ORCL
ORACLE CORP
-$1.6M
34,080
-11%
减持
—
GLOBAL E ONLINE LTD
-$1.6M
17,948
-56%
减持
PYPL
PAYPAL HLDGS INC
-$1.6M
46,086
-14%
减持
ARKK
ARK ETF TR
-$1.6M
131,094
-5%
增持
ELV
ELEVANCE HEALTH INC
+$1.6M
10,550
+28%
建仓
HEFA
ISHARES TR
+$1.5M
42,180
清仓
FDS
FACTSET RESH SYS INC
-$1.5M
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.5M
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$1.5M
38,488
+37%
减持
—
NEBIUS GROUP N.V.
-$1.4M
30,734
-59%
清仓
PTC
PTC INC
-$1.4M
0
-100%
清仓
QLYS
QUALYS INC
-$1.4M
0
-100%
增持
NRG
NRG ENERGY INC
+$1.4M
20,278
+252%
增持
WMT
WALMART INC
+$1.4M
23,486
+217%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$1.4M
32,522
+23%
减持
XLF
SELECT SECTOR SPDR TR
-$1.4M
199,394
-15%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.3M
4,192
-75%
减持
MRSH
MARSH & MCLENNAN COS INC
+$1.3M
46,398
-1%
减持
TEAM
ATLASSIAN CORPORATION
-$1.3M
8,936
-32%
清仓
VVV
VALVOLINE INC
-$1.3M
0
-100%
减持
IWP
ISHARES TR
-$1.3M
4,800
-67%
增持
SCHW
SCHWAB CHARLES CORP
+$1.3M
70,486
+22%
增持
PEP
PEPSICO INC
+$1.2M
40,812
+27%
建仓
HLI
HOULIHAN LOKEY INC
+$1.2M
7,660
减持
DIS
DISNEY WALT CO
-$1.2M
96,318
-0%
减持
PPG
PPG INDS INC
-$1.2M
51,436
-10%
建仓
ALL
ALLSTATE CORP
+$1.2M
5,850
增持
CVX
CHEVRON CORP NEW
+$1.2M
44,394
+3%
减持
ABBV
ABBVIE INC
+$1.2M
54,148
-5%
减持
—
EATON CORP PLC
-$1.2M
2,988
-50%
清仓
TLT
ISHARES TR
-$1.2M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$1.2M
6,240
-19%
建仓
LRN
STRIDE INC
+$1.2M
9,208
增持
—
MEDTRONIC PLC
+$1.2M
30,582
+54%
减持
IXN
ISHARES TR
-$1.2M
32,772
-24%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$1.2M
6,182
建仓
—
GARMIN LTD
+$1.2M
5,326
增持
KDP
KEURIG DR PEPPER INC
+$1.1M
72,810
+74%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.1M
9,818
+97%
增持
HALO
HALOZYME THERAPEUTICS INC
+$1.1M
25,872
+128%
清仓
CCJ
CAMECO CORP
-$1.1M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$1.1M
13,678
增持
MRK
MERCK & CO INC
+$1.1M
118,348
+23%
建仓
—
CYBERARK SOFTWARE LTD
+$1.0M
3,098
增持
XLU
SELECT SECTOR SPDR TR
+$1.0M
28,720
+78%
增持
HOOD
ROBINHOOD MKTS INC
+$1.0M
36,298
+184%
减持
TMUS
T-MOBILE US INC
+$1.0M
27,056
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.0M
10,624
-11%
减持
AMGN
AMGEN INC
-$1.0M
1,488
-74%
减持
GE
GE AEROSPACE
-$1.0M
4,494
-61%
减持
NOW
SERVICENOW INC
-$1.0M
896
-45%
减持
MBB
ISHARES TR
-$1.0M
41,146
-22%
减持
—
UBS GROUP AG
-$1.0M
75,074
-31%
增持
FANG
DIAMONDBACK ENERGY INC
+$995.8K
10,218
+162%
增持
TXRH
TEXAS ROADHOUSE INC
+$994.0K
11,150
+133%
建仓
APO
APOLLO GLOBAL MGMT INC
+$983.2K
7,180
增持
NKE
NIKE INC
+$977.3K
87,218
+45%
减持
NEE
NEXTERA ENERGY INC
-$960.8K
130,754
-8%
增持
AMAT
APPLIED MATLS INC
+$959.0K
40,338
+34%
建仓
MKTX
MARKETAXESS HLDGS INC
+$950.7K
4,394
清仓
SHV
ISHARES TR
-$941.2K
0
-100%
减持
GDDY
GODADDY INC
-$926.3K
7,186
-36%
减持
WTS
WATTS WATER TECHNOLOGIES INC
-$924.8K
2,424
-65%
减持
IWM
ISHARES TR
-$922.7K
43,026
-7%
增持
LLY
ELI LILLY & CO
+$922.1K
8,650
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$894.0K
28,958
+44%
增持
TGT
TARGET CORP
-$886.8K
58,384
+13%
减持
QUS
SPDR SER TR
+$866.6K
481,378
-0%
减持
GFL
GFL ENVIRONMENTAL INC
-$839.3K
85,256
-23%
减持
LDOS
LEIDOS HOLDINGS INC
-$834.0K
6,590
-45%
减持
ADBE
ADOBE INC
-$829.8K
4,058
-24%
减持
—
GLOBANT S A
-$825.8K
6,460
-13%
清仓
IFRA
ISHARES TR
-$817.5K
0
-100%
增持
CME
CME GROUP INC
+$813.9K
20,828
+3%
增持
APP
APPLOVIN CORP
-$811.2K
25,500
+9%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$810.4K
0
-100%
增持
VRT
VERTIV HOLDINGS CO
-$805.5K
23,726
+7%
减持
—
EXXON MOBIL CORP
+$801.6K
104,532
-3%
增持
TLN
TALEN ENERGY CORP
+$795.1K
13,136
+45%
增持
—
UNILEVER PLC
+$795.1K
63,118
+21%
减持
IWF
ISHARES TR
-$787.7K
9,364
-10%
减持
UAL
UNITED AIRLS HLDGS INC
-$787.3K
19,898
-11%
建仓
DDOG
DATADOG INC
+$784.2K
7,904
减持
CMCSA
COMCAST CORP NEW
-$771.0K
234,068
-14%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$769.6K
21,684
增持
MA
MASTERCARD INCORPORATED
+$769.5K
9,462
+13%
减持
META
META PLATFORMS INC
-$760.9K
25,716
-3%
