Mountain Capital Investment Advisors Inc.
WESTMINSTER CO · SEC CIK 0001714506
$12.30亿2026Q1 申报市值
88持仓数
95.3%前十大占比 · 第一大 55.7%
11 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$5.75亿
SCHE 加仓+$2,077.63万
FNDF 加仓+$1,346.96万
VYMI 加仓+$657.92万
VB 加仓+$205.42万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$1,215.88万
JEPI 减仓-$150.40万
JEPQ 减仓-$77.69万
AG 清仓-$58.67万
VEA 减仓-$56.11万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -23,061 | -100.0% | -$58.67万 | 清仓 |
| EQL | ALPS ETF TR | $0 | 0.00% | 0 | -9,471 | -100.0% | -$45.38万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -9,602 | -100.0% | -$40.28万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -3,403 | -100.0% | -$36.62万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -535 | -100.0% | -$28.05万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,550 | -100.0% | -$27.46万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,904 | -100.0% | -$27.26万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,099 | -100.0% | -$26.28万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,463 | -100.0% | -$25.34万 | 清仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,942 | -100.0% | -$22.88万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -370 | -100.0% | -$21.84万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -12,007 | -100.0% | -$21.60万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,234 | -100.0% | -$21.12万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -2,721 | -100.0% | -$20.93万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -645 | -100.0% | -$20.65万 | 清仓 |
| — | IBIO INC | $0 | 0.00% | 0 | -63,000 | -100.0% | -$14.18万 | 清仓 |
| VZLA | VIZSLA SILVER CORP | $0 | 0.00% | 0 | -13,270 | -100.0% | -$8.82万 | 清仓 |
| ABEV | AMBEV SA | $3.20万 | 0.00% | 11,087 | 0 | 0.0% | — | 不变 |
| ASM | AVINO SILVER & GOLD MINES LT | $7.67万 | 0.01% | 11,308 | 0 | 0.0% | — | 不变 |
| HSLV | HIGHLANDER SILVER CORP | $8.06万 | 0.01% | 13,015 | 13,015 | — | $8.06万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $9.73万 | 0.01% | 16,467 | -1,000 | -5.7% | -$5,910 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $13.09万 | 0.01% | 13,462 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $13.21万 | 0.01% | 12,576 | 365 | 3.0% | $3,833 | 加仓 |
| GEV | GE VERNOVA INC | $20.06万 | 0.02% | 179 | 179 | — | $20.06万 | 新建仓 |
| IFRA | ISHARES TR | $20.26万 | 0.02% | 3,306 | 3,306 | — | $20.26万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.33万 | 0.02% | 3,989 | 3,989 | — | $20.33万 | 新建仓 |
| T | AT&T INC | $21.60万 | 0.02% | 8,463 | 8,463 | — | $21.60万 | 新建仓 |
| PTL | NORTHERN LTS FD TR IV | $21.84万 | 0.02% | 791 | 1 | 0.1% | $276 | 加仓 |
| IWF | ISHARES TR | $22.02万 | 0.02% | 459 | 1 | 0.2% | $480 | 加仓 |
| HL | HECLA MINING COMPANY | $22.05万 | 0.02% | 11,840 | 2,926 | 32.8% | $5.45万 | 加仓 |
| — | EA SERIES TRUST | $22.45万 | 0.02% | 7,317 | 7,317 | — | $22.45万 | 新建仓 |
| C | CITIGROUP INC | $22.67万 | 0.02% | 1,755 | -17 | -1.0% | -$2,196 | 减仓 |
| CDE | COEUR MNG INC | $22.81万 | 0.02% | 12,081 | 2,759 | 29.6% | $5.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.82万 | 0.02% | 502 | 58 | 13.1% | $2.64万 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP | $23.52万 | 0.02% | 4,258 | 424 | 11.1% | $2.34万 | 加仓 |
| IXN | ISHARES TR | $24.09万 | 0.02% | 1,991 | -2,650 | -57.1% | -$32.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.92万 | 0.02% | 5,290 | 5,290 | — | $24.92万 | 新建仓 |
| ABBV | ABBVIE INC | $25.31万 | 0.02% | 1,282 | 165 | 14.8% | $3.26万 | 加仓 |
| SHOP | SHOPIFY INC | $26.45万 | 0.02% | 2,129 | -494 | -18.8% | -$6.14万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $26.51万 | 0.02% | 4,499 | -15 | -0.3% | -$884 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.89万 | 0.02% | 7,034 | 70 | 1.0% | $2,676 | 加仓 |
| LLY | ELI LILLY & CO | $28.64万 | 0.02% | 330 | -182 | -35.5% | -$15.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $30.09万 | 0.02% | 965 | -4 | -0.4% | -$1,247 | 减仓 |
| ITA | ISHARES TR | $30.14万 | 0.02% | 1,395 | 195 | 16.2% | $4.21万 | 加仓 |
| IVE | ISHARES TR | $31.97万 | 0.03% | 1,453 | -34 | -2.3% | -$7,480 | 减仓 |
| VXUS | VANGUARD STAR FDS | $32.11万 | 0.03% | 3,900 | 3,900 | — | $32.11万 | 新建仓 |
| BAC | BANK AMERICA CORP | $32.13万 | 0.03% | 6,106 | 8 | 0.1% | $421 | 加仓 |
| SLV | ISHARES SILVER TR | $32.89万 | 0.03% | 4,813 | 1,516 | 46.0% | $10.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $32.96万 | 0.03% | 2,221 | 12 | 0.5% | $1,781 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $33.38万 | 0.03% | 17,958 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.10万 | 0.03% | 1,739 | -174 | -9.1% | -$3.51万 | 减仓 |
| SHE | SPDR SERIES TRUST | $35.68万 | 0.03% | 2,519 | -1,148 | -31.3% | -$16.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.68万 | 0.03% | 881 | 211 | 31.5% | $8.55万 | 加仓 |
| MSTR | STRATEGY INC | $38.39万 | 0.03% | 2,269 | 463 | 25.6% | $7.83万 | 加仓 |
| — | EXXON MOBIL CORP | $39.11万 | 0.03% | 2,639 | 171 | 6.9% | $2.53万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.81万 | 0.03% | 2,666 | 186 | 7.5% | $2.99万 | 加仓 |
| GOOG | ALPHABET INC | $43.07万 | 0.04% | 1,236 | -412 | -25.0% | -$14.36万 | 减仓 |
| META | META PLATFORMS INC | $43.12万 | 0.04% | 635 | -66 | -9.4% | -$4.48万 | 减仓 |
| IVW | ISHARES TR | $43.84万 | 0.04% | 3,360 | 70 | 2.1% | $9,134 | 加仓 |
| CVX | CHEVRON CORPORATION | $44.05万 | 0.04% | 2,384 | -9 | -0.4% | -$1,663 | 减仓 |
| WMT | WALMART INC | $44.11万 | 0.04% | 3,457 | 3,457 | — | $44.11万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.43万 | 0.04% | 3,175 | 113 | 3.7% | $1.62万 | 加仓 |
| STIP | ISHARES TR | $45.53万 | 0.04% | 4,373 | 4,373 | — | $45.53万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $46.97万 | 0.04% | 4,965 | 222 | 4.7% | $2.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.89万 | 0.04% | 480 | -111 | -18.8% | -$11.08万 | 减仓 |
| GOOGL | ALPHABET INC | $48.14万 | 0.04% | 1,374 | 540 | 64.7% | $18.92万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $48.85万 | 0.04% | 12,816 | 6,252 | 95.2% | $23.83万 | 加仓 |
| IVV | ISHARES TR | $49.03万 | 0.04% | 682 | 88 | 14.8% | $6.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.10万 | 0.04% | 7,213 | -8,244 | -53.3% | -$56.11万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $49.53万 | 0.04% | 7,144 | 140 | 2.0% | $9,707 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $50.04万 | 0.04% | 6,616 | -46 | -0.7% | -$3,479 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $51.80万 | 0.04% | 21,256 | 2,338 | 12.4% | $5.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $52.00万 | 0.04% | 727 | -326 | -31.0% | -$23.32万 | 减仓 |
| AOR | ISHARES TR | $53.66万 | 0.04% | 7,947 | 129 | 1.7% | $8,710 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $53.97万 | 0.04% | 140,535 | 19,858 | 16.5% | $7.63万 | 加仓 |
| BIL | SPDR SERIES TRUST | $55.94万 | 0.05% | 6,106 | 6,106 | — | $55.94万 | 新建仓 |
| GLD | SPDR GOLD TR | $56.32万 | 0.05% | 1,310 | 573 | 77.7% | $24.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $62.75万 | 0.05% | 1,780 | 345 | 24.0% | $12.16万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $75.30万 | 0.06% | 11,190 | -822 | -6.8% | -$5.53万 | 减仓 |
| AOA | ISHARES TR | $75.81万 | 0.06% | 8,042 | 620 | 8.4% | $5.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $88.16万 | 0.07% | 1,327 | 212 | 19.0% | $14.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $95.82万 | 0.08% | 1,457 | 369 | 33.9% | $24.27万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $100.26万 | 0.08% | 23,016 | -3,272 | -12.4% | -$14.25万 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $104.42万 | 0.08% | 64,653 | 820 | 1.3% | $1.32万 | 加仓 |
| SLVP | ISHARES INC | $121.76万 | 0.10% | 32,758 | 12,608 | 62.6% | $46.86万 | 加仓 |
| V | VISA INC | $142.77万 | 0.12% | 4,611 | -457 | -9.0% | -$14.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $152.92万 | 0.12% | 3,234 | -47 | -1.4% | -$2.22万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $156.93万 | 0.13% | 50,074 | -8,939 | -15.1% | -$28.01万 | 减仓 |
| VGT | VANGUARD WORLD FD | $162.50万 | 0.13% | 2,329 | 2,038 | 700.3% | $142.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $169.72万 | 0.14% | 3,995 | 43 | 1.1% | $1.83万 | 加仓 |
| AMZN | AMAZON COM INC | $180.11万 | 0.15% | 6,898 | -78 | -1.1% | -$2.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $258.67万 | 0.21% | 11,942 | 1,133 | 10.5% | $24.54万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $488.47万 | 0.40% | 96,555 | 7,621 | 8.6% | $38.55万 | 加仓 |
| AAPL | APPLE INC | $626.89万 | 0.51% | 23,426 | -307 | -1.3% | -$8.22万 | 减仓 |
| TSLA | TESLA INC | $660.10万 | 0.54% | 17,432 | 3,124 | 21.8% | $118.30万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,042.60万 | 0.85% | 106,857 | 67,431 | 171.0% | $657.92万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,172.91万 | 0.95% | 198,663 | -13,159 | -6.2% | -$77.69万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,562.29万 | 1.27% | 273,846 | -26,362 | -8.8% | -$150.40万 | 减仓 |
| ATFV | THE ALGER ETF TRUST | $4,022.02万 | 3.27% | 1,097,120 | 38,802 | 3.7% | $142.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,074.69万 | 3.31% | 143,693 | 7,244 | 5.3% | $205.42万 | 加仓 |