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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 123
减持 5
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$82.0M
590,038
+137%
增持
GLD
SPDR GOLD TR
+$53.2M
306,968
+54%
增持
IVV
ISHARES TR
+$48.1M
89,076
+503%
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
RDVY
FIRST TR EXCHANGE TRADED FD
+$46.3M
722,842
+1520%
增持
NVDA
NVIDIA CORPORATION
+$45.8M
499,727
+125%
增持
GOOGL
ALPHABET INC
+$45.6M
242,209
+215%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$40.7M
1,039,862
+14172%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$35.6M
495,706
增持
—
EXXON MOBIL CORP
+$33.6M
387,890
+45%
增持
HD
HOME DEPOT INC
+$33.3M
122,947
+489%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$32.0M
232,912
+15798%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$30.5M
83,233
+177%
增持
AMZN
AMAZON COM INC
+$27.2M
302,481
+95%
增持
MSFT
MICROSOFT CORP
+$26.1M
230,977
+88%
增持
VUG
VANGUARD INDEX FDS
+$24.9M
65,117
+789%
增持
QUAL
ISHARES TR
+$24.2M
176,633
+264%
增持
GOOG
ALPHABET INC
+$24.2M
118,345
+281%
增持
AVGO
BROADCOM INC
+$24.0M
165,864
+110%
建仓
VXF
VANGUARD INDEX FDS
+$23.8M
115,749
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$22.7M
434,984
+1192%
建仓
HEFA
ISHARES TR
+$22.3M
524,043
增持
JPM
JPMORGAN CHASE & CO
+$22.3M
171,511
+96%
增持
XLK
SELECT SECTOR SPDR TR
+$19.4M
216,534
+233%
增持
KO
COCA COLA CO
+$18.7M
302,522
+376%
建仓
VYM
VANGUARD WHITEHALL FDS
+$18.5M
124,693
增持
WMT
WALMART INC
+$18.3M
186,399
+322%
增持
VTI
VANGUARD INDEX FDS
+$18.0M
60,216
+1443%
增持
LLY
ELI LILLY & CO
+$16.8M
42,234
+106%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$16.5M
365,184
+4773%
增持
EMXC
ISHARES INC
+$16.1M
336,708
+135%
增持
META
META PLATFORMS INC
+$15.8M
59,269
+117%
建仓
UTES
ETFIS SER TR I
+$15.8M
197,494
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$15.3M
301,126
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$13.8M
52,397
+307%
增持
WDC
WESTERN DIGITAL CORP
+$13.6M
51,393
+2689%
建仓
HEDG
SERIES PORTFOLIOS TR
+$13.4M
463,686
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$12.9M
233,406
+459%
增持
IWF
ISHARES TR
+$11.9M
32,701
+671%
建仓
AVUV
AMERICAN CENTY ETF TR
+$11.3M
102,401
增持
ABBV
ABBVIE INC
+$11.2M
87,277
+158%
增持
TSLA
TESLA INC
+$10.9M
48,502
+205%
增持
XLF
SELECT SECTOR SPDR TR
+$10.9M
286,055
+379%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.8M
36,658
+171%
增持
QQQ
INVESCO QQQ TR
+$10.7M
31,824
+325%
增持
JNJ
JOHNSON & JOHNSON
+$10.6M
94,655
+56%
增持
DIS
DISNEY WALT CO
+$10.4M
123,815
+841%
增持
COST
COSTCO WHOLESALE CORPORATION
+$10.3M
15,598
+158%
建仓
—
ASTRAZENECA PLC
+$8.9M
45,217
增持
BIL
SPDR SERIES TRUST
+$8.8M
302,098
+46%
增持
GS
GOLDMAN SACHS GROUP INC
+$8.6M
15,131
+218%
建仓
IDEV
ISHARES TR
+$8.5M
101,566
增持
MRK
MERCK & CO INC
+$8.2M
116,727
+109%
增持
IJH
ISHARES TR
+$8.2M
428,500
+36%
增持
NFLX
NETFLIX INC.
+$8.1M
123,948
+215%
增持
CVX
CHEVRON CORPORATION
+$8.1M
66,779
+79%
增持
V
VISA INC
+$8.1M
42,059
+221%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$8.1M
164,836
+174%
建仓
AVLV
AMERICAN CENTY ETF TR
+$8.1M
100,112
增持
GOVT
ISHARES TR
+$8.0M
960,565
+58%
建仓
FSCC
FEDERATED HERMES ETF TRUST
+$8.0M
268,441
减持
IQLT
ISHARES TR
-$7.9M
15,496
-92%
增持
PFE
PFIZER INC
+$7.9M
318,584
+642%
增持
IWM
ISHARES TR
+$7.9M
35,276
+1226%
增持
T
AT&T INC
+$7.8M
363,526
+235%
增持
IEF
ISHARES TR
+$7.6M
93,249
+613%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$7.5M
187,009
-44%
增持
APH
AMPHENOL CORP
+$7.4M
70,783
+511%
减持
JMBS
JANUS DETROIT STR TR
-$7.4M
9,668
-94%
增持
SO
SOUTHERN CO
+$7.3M
82,004
+1062%
增持
IVE
ISHARES TR
+$7.3M
61,835
+126%
增持
IJR
ISHARES TR
+$7.1M
228,153
+29%
增持
PH
PARKER-HANNIFIN CORP
+$7.0M
8,805
+747%
增持
HCA
HCA HEALTHCARE INC
+$6.9M
21,202
+218%
增持
BSV
VANGUARD BD INDEX FDS
+$6.9M
343,535
+35%
增持
TJX
TJX COS INC NEW
+$6.7M
51,941
+408%
增持
IVW
ISHARES TR
+$6.6M
103,734
+151%
增持
EFG
ISHARES TR
+$6.5M
63,417
+1274%
增持
USFR
WISDOMTREE TR
+$6.5M
495,884
+35%
增持
—
SPOTIFY TECHNOLOGY S A
+$6.5M
15,897
+658%
增持
CLOA
BLACKROCK ETF TRUST II
+$6.5M
140,420
+806%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$6.4M
405,333
+25%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$6.4M
1,032,176
+1%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$6.3M
410,228
+1057%
增持
—
LINDE PLC
+$6.0M
16,582
+218%
增持
NVS
NOVARTIS AG
+$5.9M
47,517
+393%
增持
—
EATON CORP PLC
+$5.9M
20,039
+412%
增持
IUSB
ISHARES TR
+$5.8M
191,834
+194%
增持
MBB
ISHARES TR
+$5.8M
100,537
+153%
增持
—
ASML HLDG NV
+$5.8M
5,176
+413%
增持
SLV
ISHARES SILVER TR
+$5.7M
112,756
+273%
增持
ADI
ANALOG DEVICES INC
+$5.5M
25,224
+172%
增持
PM
PHILIP MORRIS INTL INC
+$5.4M
44,913
+258%
增持
IEMG
ISHARES INC
+$5.4M
344,818
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.4M
47,207
+118%
增持
NET
CLOUDFLARE INC
+$5.3M
26,990
+2075%
增持
EFV
ISHARES TR
+$5.3M
126,124
+122%
增持
IEFA
ISHARES TR
+$5.3M
368,941
+18%
增持
WELL
WELLTOWER INC
+$5.3M
28,217
+1810%
增持
BLK
BLACKROCK INC
+$5.3M
9,631
+160%
建仓
BALT
INNOVATOR ETFS TRUST
+$5.3M
157,443
增持
RTX
RTX CORPORATION
+$5.2M
56,117
+83%
建仓
EIPX
FIRST TR EXCHANGE-TRADED FD
+$5.2M
161,129
增持
IWD
ISHARES TR
+$5.1M
29,984
+371%
增持
EFA
ISHARES TR
+$5.1M
102,375
+101%
增持
GSID
GOLDMAN SACHS ETF TR
+$5.0M
176,787
+67%
增持
PG
PROCTER & GAMBLE CO
+$5.0M
78,404
+78%
增持
DYNF
BLACKROCK ETF TRUST
+$5.0M
165,059
+118%
增持
SOXX
ISHARES TR
+$5.0M
17,559
+570%
增持
C
CITIGROUP INC
+$5.0M
51,728
+579%
建仓
IUSG
ISHARES TR
+$5.0M
31,986
增持
MRSH
MARSH & MCLENNAN COS INC
+$4.9M
32,836
+641%
增持
WFC
WELLS FARGO & CO
+$4.9M
79,206
+408%
增持
ROST
ROSS STORES INC
+$4.8M
26,095
+459%
建仓
DFH
DREAM FINDERS HOMES INC
+$4.8M
344,796
增持
HWM
HOWMET AEROSPACE INC
+$4.8M
23,486
+667%
增持
XLI
SELECT SECTOR SPDR TR
+$4.7M
49,442
+132%
增持
VGT
VANGUARD WORLD FD
+$4.7M
11,372
+163%
增持
XLY
SELECT SECTOR SPDR TR
+$4.7M
84,710
+122%
建仓
—
NXP SEMICONDUCTORS N V
+$4.6M
23,454
增持
—
JOHNSON CONTROLS INTERNATION
+$4.6M
39,052
+774%
建仓
SIL
GLOBAL X FDS
+$4.6M
50,978
增持
GDX
VANECK ETF TRUST
+$4.6M
103,985
+79%
减持
SPTI
SPDR SERIES TRUST
-$4.5M
8,598
-95%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.5M
1,064,646
+23%
减持
TFLO
ISHARES TR
-$4.4M
114,522
-44%
增持
—
NEBIUS GROUP N.V.
+$4.4M
44,546
+1521%
增持
MU
MICRON TECHNOLOGY INC
+$4.3M
35,511
+32%
建仓
ARKK
ARK ETF TR
+$4.3M
64,159
增持
DGRO
ISHARES TR
+$4.3M
65,276
+1485%
增持
XLE
SELECT SECTOR SPDR TR
+$4.3M
97,642
+155%
增持
HON
HONEYWELL INTL INC
+$4.3M
29,811
+135%
增持
ETR
ENTERGY CORP NEW
+$4.3M
43,744
+515%
增持
SPAB
SPDR SERIES TRUST
+$4.3M
956,842
+22%
增持
AXP
AMERICAN EXPRESS CO
+$4.2M
19,944
+303%
增持
XLV
SELECT SECTOR SPDR TR
+$4.2M
33,056
+658%
增持
CMI
CUMMINS INC
+$4.1M
8,820
+638%
增持
XLC
SELECT SECTOR SPDR TR
+$4.1M
62,019
+166%
增持
CSCO
CISCO SYS INC
+$4.1M
133,940
+64%
增持
TMUS
T-MOBILE US INC
+$4.1M
24,058
+397%
建仓
IUSV
ISHARES TR
+$4.0M
38,976
增持
AMGN
AMGEN INC
+$3.9M
21,443
+92%
增持
UNP
UNION PAC CORP
+$3.9M
27,899
+124%
增持
TGT
TARGET CORP
+$3.9M
35,127
+774%
增持
WMB
WILLIAMS COS INC
+$3.9M
122,622
+46%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$3.8M
40,181
增持
COP
CONOCOPHILLIPS
+$3.8M
43,252
+107%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.8M
10,394
+784%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.7M
41,297
+95%
清仓
SPTS
SPDR SERIES TRUST
-$3.7M
0
-100%
增持
LOW
LOWES COS INC
+$3.7M
24,146
+188%
