Mountain Capital Investment Advisors Inc.
WESTMINSTER CO · SEC CIK 0001714506
$7.02亿2026Q2 申报市值
95持仓数
91.0%前十大占比 · 第一大 21.9%
15 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HTRB 加仓+$294.94万
CVLC 新建仓+$191.67万
CVIE 新建仓+$189.77万
VTV 加仓+$185.41万
ESGU 新建仓+$150.72万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$6.86亿
ATFV 减仓-$194.31万
VGT 减仓-$193.56万
INVESCO EXCH TRA 清仓-$156.93万
JEPQ 减仓-$71.55万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $1.54亿 | 21.95% | 2,921,147 | 12,257 | 0.4% | $64.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.38亿 | 19.62% | 632,277 | 8,508 | 1.4% | $185.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.25亿 | 17.84% | 1,454,679 | -7,959,999 | -84.5% | -$6.86亿 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $5,236.07万 | 7.46% | 1,444,034 | 12,720 | 0.9% | $46.12万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $4,462.35万 | 6.35% | 1,322,766 | 87,428 | 7.1% | $294.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,431.19万 | 6.31% | 146,186 | 2,493 | 1.7% | $75.57万 | 加仓 |
| ATFV | THE ALGER ETF TRUST | $4,349.96万 | 6.19% | 1,050,207 | -46,913 | -4.3% | -$194.31万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,555.47万 | 2.22% | 275,402 | 1,556 | 0.6% | $8.79万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,149.43万 | 1.64% | 187,021 | -11,642 | -5.9% | -$71.55万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,027.43万 | 1.46% | 104,627 | -2,230 | -2.1% | -$21.90万 | 减仓 |
| TSLA | TESLA INC | $720.47万 | 1.03% | 17,130 | -302 | -1.7% | -$12.70万 | 减仓 |
| AAPL | APPLE INC | $657.73万 | 0.94% | 22,730 | -696 | -3.0% | -$20.14万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $576.76万 | 0.82% | 114,051 | 17,496 | 18.1% | $88.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $256.61万 | 0.37% | 12,825 | 883 | 7.4% | $17.67万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $191.67万 | 0.27% | 20,289 | 20,289 | — | $191.67万 | 新建仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $189.77万 | 0.27% | 22,323 | 22,323 | — | $189.77万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $161.04万 | 0.23% | 3,218 | -16 | -0.5% | -$8,007 | 减仓 |
| MSFT | MICROSOFT CORP | $157.37万 | 0.22% | 4,219 | 224 | 5.6% | $8.36万 | 加仓 |
| AMZN | AMAZON COM INC | $157.17万 | 0.22% | 6,595 | -303 | -4.4% | -$7.22万 | 减仓 |
| V | VISA INC | $154.45万 | 0.22% | 4,502 | -109 | -2.4% | -$3.74万 | 减仓 |
| ESGU | ISHARES TR | $150.72万 | 0.21% | 42,927 | 42,927 | — | $150.72万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $105.30万 | 0.15% | 1,533 | 76 | 5.2% | $5.22万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $104.98万 | 0.15% | 64,483 | -170 | -0.3% | -$2,768 | 减仓 |
| SLVP | ISHARES INC | $102.55万 | 0.15% | 33,262 | 504 | 1.5% | $1.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $97.37万 | 0.14% | 1,322 | -5 | -0.4% | -$3,683 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $86.64万 | 0.12% | 109,529 | -31,006 | -22.1% | -$24.53万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $76.72万 | 0.11% | 23,046 | 30 | 0.1% | $999 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $75.65万 | 0.11% | 11,194 | 4 | 0.0% | $270 | 加仓 |
| AOA | ISHARES TR | $75.09万 | 0.11% | 7,693 | -349 | -4.3% | -$3.41万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $71.91万 | 0.10% | 1,943 | 163 | 9.2% | $6.03万 | 加仓 |
| ESGE | ISHARES INC | $65.47万 | 0.09% | 11,971 | 11,971 | — | $65.47万 | 新建仓 |
| IVV | ISHARES TR | $62.62万 | 0.09% | 836 | 154 | 22.6% | $11.53万 | 加仓 |
| BIL | SPDR SERIES TRUST | $58.48万 | 0.08% | 6,381 | 275 | 4.5% | $2.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.78万 | 0.08% | 774 | 47 | 6.5% | $3.51万 | 加仓 |
| GOOGL | ALPHABET INC | $57.20万 | 0.08% | 1,601 | 227 | 16.5% | $8.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.64万 | 0.08% | 7,669 | 456 | 6.3% | $3.25万 | 加仓 |
| AOR | ISHARES TR | $54.50万 | 0.08% | 7,842 | -105 | -1.3% | -$7,298 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $50.07万 | 0.07% | 4,488 | -477 | -9.6% | -$5.32万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $49.64万 | 0.07% | 6,559 | -57 | -0.9% | -$4,314 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $49.49万 | 0.07% | 8,905 | 8,905 | — | $49.49万 | 新建仓 |
| STIP | ISHARES TR | $47.16万 | 0.07% | 4,616 | 243 | 5.6% | $2.48万 | 加仓 |
| IVW | ISHARES TR | $46.67万 | 0.07% | 3,393 | 33 | 1.0% | $4,539 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.09万 | 0.06% | 2,314 | -352 | -13.2% | -$6.71万 | 减仓 |
| GLD | SPDR GOLD TR | $44.06万 | 0.06% | 1,196 | -114 | -8.7% | -$4.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.88万 | 0.06% | 458 | -22 | -4.6% | -$2.06万 | 减仓 |
| GOOG | ALPHABET INC | $41.71万 | 0.06% | 1,180 | -56 | -4.5% | -$1.98万 | 减仓 |
| LLY | ELI LILLY & CO | $41.37万 | 0.06% | 345 | 15 | 4.5% | $1.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.64万 | 0.06% | 3,483 | 308 | 9.7% | $3.59万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $40.58万 | 0.06% | 21,504 | 248 | 1.2% | $4,680 | 加仓 |
| WMT | WALMART INC | $39.43万 | 0.06% | 3,482 | 25 | 0.7% | $2,831 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.40万 | 0.06% | 2,377 | -7 | -0.3% | -$1,160 | 减仓 |
| — | EXXON MOBIL CORP | $37.71万 | 0.05% | 2,758 | 119 | 4.5% | $1.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $37.24万 | 0.05% | 4,357 | 457 | 11.7% | $3.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.50万 | 0.05% | 1,715 | -24 | -1.4% | -$5,107 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $35.97万 | 0.05% | 6,065 | 6,065 | — | $35.97万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.73万 | 0.05% | 748 | -133 | -15.1% | -$6.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.65万 | 0.05% | 454 | -48 | -9.6% | -$3.66万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.16万 | 0.05% | 1,941 | 1,941 | — | $33.16万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $32.91万 | 0.05% | 14,066 | 1,250 | 9.8% | $2.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $32.78万 | 0.05% | 2,235 | 14 | 0.6% | $2,053 | 加仓 |
| BAC | BANK OF AMER CORP | $32.02万 | 0.05% | 5,620 | -486 | -8.0% | -$2.77万 | 减仓 |
| ITA | ISHARES TR | $31.48万 | 0.04% | 1,298 | -97 | -7.0% | -$2.35万 | 减仓 |
| META | META PLATFORMS INC | $31.30万 | 0.04% | 556 | -79 | -12.4% | -$4.45万 | 减仓 |
| IVE | ISHARES TR | $31.13万 | 0.04% | 1,371 | -82 | -5.6% | -$1.86万 | 减仓 |
| ABBV | ABBVIE INC | $30.55万 | 0.04% | 1,214 | -68 | -5.3% | -$1.71万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $29.40万 | 0.04% | 4,837 | 338 | 7.5% | $2.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.17万 | 0.04% | 2,440 | -16,192 | -86.9% | -$193.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.85万 | 0.04% | 1,762 | 1,762 | — | $27.85万 | 新建仓 |
| CAT | CATERPILLAR INC | $27.03万 | 0.04% | 254 | 254 | — | $27.03万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $26.95万 | 0.04% | 5,284 | 1,295 | 32.5% | $6.60万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.40万 | 0.04% | 7,182 | 148 | 2.1% | $5,440 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $24.61万 | 0.04% | 891 | 891 | — | $24.61万 | 新建仓 |
| MSTR | STRATEGY INC | $23.98万 | 0.03% | 2,759 | 490 | 21.6% | $4.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $23.85万 | 0.03% | 207 | 207 | — | $23.85万 | 新建仓 |
| GEV | GE VERNOVA INC | $23.51万 | 0.03% | 200 | 21 | 11.7% | $2.47万 | 加仓 |
| — | EA SERIES TRUST | $23.45万 | 0.03% | 7,317 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $23.18万 | 0.03% | 117 | 117 | — | $23.18万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $22.91万 | 0.03% | 17,958 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $22.90万 | 0.03% | 6,912 | 6,912 | — | $22.90万 | 新建仓 |
| IWF | ISHARES TR | $22.80万 | 0.03% | 1,836 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $22.35万 | 0.03% | 1,644 | 1,644 | — | $22.35万 | 新建仓 |
| PTL | NORTHERN LTS FD TR IV | $21.80万 | 0.03% | 762 | -29 | -3.7% | -$8,297 | 减仓 |
| IJK | ISHARES TR | $21.49万 | 0.03% | 1,829 | 1,829 | — | $21.49万 | 新建仓 |
| SHOP | SHOPIFY INC | $21.39万 | 0.03% | 1,873 | -256 | -12.0% | -$2.92万 | 减仓 |
| IFRA | ISHARES TR | $21.03万 | 0.03% | 3,336 | 30 | 0.9% | $1,891 | 加仓 |
| SLV | ISHARES SILVER TR | $20.94万 | 0.03% | 3,916 | -897 | -18.6% | -$4.80万 | 减仓 |
| C | CITIGROUP INC | $20.05万 | 0.03% | 1,433 | -322 | -18.3% | -$4.51万 | 减仓 |
| CDE | COEUR MNG INC | $19.79万 | 0.03% | 12,124 | 43 | 0.4% | $702 | 加仓 |
| HL | HECLA MINING COMPANY | $19.18万 | 0.03% | 12,430 | 590 | 5.0% | $9,104 | 加仓 |
| FSK | FS KKR CAP CORP | $13.21万 | 0.02% | 12,576 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $11.15万 | 0.02% | 13,462 | 0 | 0.0% | — | 不变 |
| USAS | AMERICAS GOLD AND SILVER COR | $7.77万 | 0.01% | 16,467 | 0 | 0.0% | — | 不变 |
| ASM | AVINO SILVER & GOLD MINES LT | $7.17万 | 0.01% | 11,308 | 0 | 0.0% | — | 不变 |
| HSLV | HIGHLANDER SILVER CORP | $6.07万 | 0.01% | 13,015 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $3.48万 | 0.00% | 11,087 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -50,074 | -100.0% | -$156.93万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,144 | -100.0% | -$49.53万 | 清仓 |
| SHE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,519 | -100.0% | -$35.68万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -965 | -100.0% | -$30.09万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,290 | -100.0% | -$24.92万 | 清仓 |