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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 29
增持 22
减持 72
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$255.8M
119,784
-91%
清仓
SPYV
SPDR SERIES TRUST
-$85.4M
0
-100%
清仓
QUS
SPDR SERIES TRUST
-$77.7M
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
SPYG
SPDR SERIES TRUST
-$68.4M
0
-100%
清仓
PVAL
PUTNAM ETF TRUST
-$60.5M
0
-100%
减持
COWZ
PACER FDS TR
-$60.5M
10,784
-99%
减持
IVV
ISHARES TR
-$56.7M
5,317
-95%
增持
VOO
VANGUARD INDEX FDS
+$53.3M
89,373
+3167%
清仓
GARP
ISHARES TR
-$49.4M
0
-100%
清仓
FEGE
RBB FUND TRUST
-$28.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$24.9M
51,806
-76%
减持
—
SPOTIFY TECHNOLOGY S A
-$23.1M
972
-97%
建仓
LMBS
FIRST TR EXCHANGETRADED FD
+$22.4M
449,405
减持
GOOG
ALPHABET INC
-$22.2M
18,662
-88%
增持
IEFA
ISHARES TR
+$20.3M
288,479
+394%
增持
GLD
SPDR GOLD TR
+$19.6M
92,377
+113%
建仓
SPAB
SPDR SERIES TRUST
+$18.2M
704,237
建仓
SCHZ
SCHWAB STRATEGIC TR
+$18.2M
775,096
减持
AMZN
AMAZON COM INC
-$17.3M
80,605
-50%
减持
XLK
SELECT SECTOR SPDR TR
-$16.9M
19,847
-78%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$16.7M
199,045
增持
EXR
EXTRA SPACE STORAGE INC
+$15.8M
112,710
+22175%
建仓
BOND
PIMCO ETF TR
+$15.8M
169,176
减持
VYM
VANGUARD WHITEHALL FDS
-$15.0M
15,318
-88%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.7M
20,418
-59%
清仓
IUSB
ISHARES TR
-$12.4M
0
-100%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$12.2M
357,465
-42%
建仓
SPTL
SPDR SERIES TRUST
+$12.0M
443,762
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.8M
16,190
-78%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$11.5M
201,691
+672203%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$11.2M
251,638
增持
AGG
ISHARES TR
+$11.2M
120,762
+1173%
减持
EVTR
MORGAN STANLEY ETF TRUST
-$10.9M
296,471
-43%
减持
EFV
ISHARES TR
-$10.9M
5,621
-97%
减持
SE
SEA LTD
-$10.9M
1,546
-98%
增持
VO
VANGUARD INDEX FDS
+$10.2M
35,056
+5310%
建仓
HYLS
FIRST TR EXCHANGETRADED FD
+$10.0M
237,801
减持
UNH
UNITEDHEALTH GROUP INC
-$9.9M
5,480
-86%
减持
IVW
ISHARES TR
-$9.7M
5,909
-94%
清仓
IVE
ISHARES TR
-$9.6M
0
-100%
清仓
DYNF
BLACKROCK ETF TRUST
-$9.6M
0
-100%
减持
DIS
DISNEY WALT CO
-$9.2M
42,064
-63%
减持
SAP
SAP SE
-$9.0M
8,004
-78%
减持
EMXC
ISHARES INC
-$8.8M
206,503
-43%
减持
QUAL
ISHARES TR
-$8.8M
21,210
-70%
减持
NSC
NORFOLK SOUTHN CORP
-$8.7M
3,648
-90%
增持
LLY
ELI LILLY CO
+$8.6M
18,189
+168%
减持
—
NXP SEMICONDUCTORS N V
-$8.6M
1,228
-97%
减持
QQQ
INVESCO QQQ TR
-$8.5M
8,040
-67%
减持
PM
PHILIP MORRIS INTL INC
-$8.4M
10,731
-81%
建仓
FSCC
FEDERATED HERMES ETF TRUST
+$8.4M
284,157
减持
NOC
NORTHROP GRUMMAN CORP
-$8.4M
781
-96%
增持
AVGO
BROADCOM INC
+$8.3M
76,398
+24%
减持
IWM
ISHARES TR
-$8.2M
4,605
-90%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$8.0M
612,351
减持
EFG
ISHARES TR
-$8.0M
4,137
-95%
清仓
NVR
NVR INC
-$7.9M
0
-100%
减持
—
EVEREST GROUP LTD
-$7.8M
1,192
-95%
减持
—
ACCENTURE PLC IRELAND
-$7.7M
6,244
-80%
建仓
JMBS
JANUS DETROIT STR TR
+$7.7M
168,653
清仓
—
PARAMOUNT GLOBAL
-$7.3M
0
-100%
减持
APP
APPLOVIN CORP
-$7.1M
1,346
-94%
减持
PG
PROCTER AND GAMBLE CO
-$6.9M
47,378
-47%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$6.8M
0
-100%
减持
MRK
MERCK CO INC
-$6.7M
39,722
-69%
建仓
SPSB
SPDR SERIES TRUST
+$6.6M
216,768
减持
AMAT
APPLIED MATLS INC
-$6.6M
4,583
-89%
减持
C
CITIGROUP INC
-$6.5M
8,991
-90%
减持
TGT
TARGET CORP
-$6.4M
3,641
-95%
减持
XLF
SELECT SECTOR SPDR TR
-$6.3M
64,399
-66%
建仓
DXJ
WISDOMTREE TR
+$6.3M
49,297
清仓
BWA
BORGWARNER INC
-$6.3M
0
-100%
减持
ARKK
ARK ETF TR
-$6.3M
58,940
-64%
清仓
VST
VISTRA CORP
-$6.2M
0
-100%
增持
OWL
BLUE OWL CAPITAL INC
+$6.1M
374,236
+2578%
清仓
SLB
SCHLUMBERGER LTD
-$6.0M
0
-100%
减持
—
AON PLC
-$6.0M
1,661
-91%
减持
NFLX
NETFLIX INC
-$6.0M
2,270
-66%
建仓
IMCG
ISHARES TR
+$6.0M
72,227
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$5.9M
0
-100%
减持
TMUS
TMOBILE US INC
-$5.8M
3,089
-89%
建仓
IQLT
ISHARES TR
+$5.8M
130,561
减持
—
ASML HOLDING N V
-$5.6M
581
-92%
减持
MRSH
MARSH MCLENNAN COS INC
-$5.6M
26,010
-48%
建仓
FTCS
FIRST TR EXCHANGETRADED FD
+$5.6M
59,624
减持
PPG
PPG INDS INC
-$5.6M
2,165
-96%
减持
TSN
TYSON FOODS INC
-$5.6M
4,287
-96%
减持
SOXX
ISHARES TR
-$5.5M
21,226
-55%
减持
NKE
NIKE INC
-$5.4M
12,411
-86%
增持
VTV
VANGUARD INDEX FDS
+$5.2M
31,187
+815%
减持
QCOM
QUALCOMM INC
-$5.2M
18,695
-64%
减持
CMCSA
COMCAST CORP NEW
-$5.2M
93,332
-59%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$5.2M
65,808
减持
EFA
ISHARES TR
-$5.1M
19,327
-75%
清仓
ITOT
ISHARES TR
-$5.1M
0
-100%
建仓
DIVO
AMPLIFY ETF TR
+$5.1M
113,989
清仓
TLN
TALEN ENERGY CORP
-$5.0M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$5.0M
24,323
+4094%
减持
MELI
MERCADOLIBRE INC
-$4.9M
104
-95%
建仓
FVD
FIRST TR EXCHANGETRADED FD
+$4.8M
103,881
减持
OEF
ISHARES TR
-$4.8M
1,811
-90%
清仓
SIL
GLOBAL X FDS
-$4.7M
0
-100%
增持
ORCL
ORACLE CORP
+$4.7M
33,776
+53%
建仓
SPTI
SPDR SERIES TRUST
+$4.7M
161,961
减持
XLY
SELECT SECTOR SPDR TR
-$4.6M
5,437
-80%
减持
SLV
ISHARES SILVER TR
-$4.5M
20,164
-88%
减持
BKNG
BOOKING HOLDINGS INC
-$4.5M
77
-91%
清仓
THRO
BLACKROCK ETF TRUST
-$4.5M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$4.5M
17,118
-74%
增持
CVX
CHEVRON CORP NEW
+$4.5M
59,565
+79%
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.5M
20,876
+2262%
减持
META
META PLATFORMS INC
-$4.5M
18,760
-25%
增持
BLK
BLACKROCK INC
+$4.4M
4,032
+1262%
减持
XLC
SELECT SECTOR SPDR TR
-$4.4M
22,718
-65%
减持
TSLA
TESLA INC
-$4.3M
10,487
-63%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$4.2M
2,361
-78%
增持
VEA
VANGUARD TAXMANAGED FDS
+$4.1M
70,368
+4104%
清仓
CPNG
COUPANG INC
-$4.1M
0
-100%
建仓
GSID
GOLDMAN SACHS ETF TR
+$4.0M
60,196
减持
FERG
FERGUSON ENTERPRISES INC
-$4.0M
2,131
-90%
减持
APH
AMPHENOL CORP NEW
-$4.0M
8,976
-82%
增持
IEMG
ISHARES INC
+$3.9M
173,495
+39%
清仓
—
NEBIUS GROUP N.V.
-$3.9M
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$3.9M
28,143
增持
MCD
MCDONALDS CORP
+$3.9M
23,100
+118%
减持
—
LINDE PLC
-$3.9M
7,273
-53%
减持
IYW
ISHARES TR
-$3.8M
2,565
-90%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$3.8M
66,322
减持
URI
UNITED RENTALS INC
-$3.8M
398
-93%
增持
RTX
RTX CORPORATION
+$3.8M
24,070
+1518%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$3.8M
208,819
清仓
IBN
ICICI BANK LIMITED
-$3.8M
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$3.8M
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$3.7M
8,407
-81%
建仓
SPTS
SPDR SERIES TRUST
+$3.7M
124,759
减持
—
EXXON MOBIL CORP
-$3.6M
69,216
-35%
减持
XLV
SELECT SECTOR SPDR TR
-$3.6M
19,623
-58%
减持
XLI
SELECT SECTOR SPDR TR
-$3.6M
10,877
-69%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$3.6M
32,097
减持
NVO
NOVONORDISK A S
-$3.5M
15,265
-76%
减持
—
ASTRAZENECA PLC
-$3.5M
36,225
-60%
增持
KMI
KINDER MORGAN INC DEL
+$3.5M
129,237
+1916%
建仓
EOI
EATON VANCE ENHANCED EQUITY
+$3.5M
164,532
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$3.4M
229,296
建仓
BGB
BLACKSTONE STRATEGIC CRED 20
+$3.4M
277,023
清仓
—
MONDAY COM LTD
-$3.4M
0
-100%
增持
NOBL
PROSHARES TR
+$3.4M
33,212
+4658%
减持
DAL
DELTA AIR LINES INC DEL
-$3.3M
14,865
-82%
清仓
—
ARCH CAP GROUP LTD
-$3.3M
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$3.3M
0
-100%
