CIK: 0002055557
申报总市值
US$1.7亿
申报季度: 2026-03-31 · 持股只数: 205
Mountain Hill Investment Partners Corp.在最新一期 13F 报告中披露了 205 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 72.9%。
Mountain Hill Investment Partners Corp. 目前披露的持仓，Herfindahl 集中度指数为 0.047——换算下来相当于约 21 个等权重仓位，明显低于其实际披露的 205 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.94），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 60%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 DOW
-100.0% -US$583.0万
减仓 XLU
-99.9% -US$576.2万
加仓 AAL
+21413.3% US$688.6万
加仓 MSFT
+2994.4% US$647.3万
减仓 INTC
-100.0% -US$514.4万
加仓 XLE
+420000.0% US$591.8万
仅显示前 200 大持股（共 205 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-其他 | 8.30% | -2.05% | -2.00% | |
| 2 | VST | Vistra CORP | 股票-公用事业 | 6.63% | +1.50% | +67.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.55% | +0.32% | +36.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.93% | -1.83% | -3.03% | |
| 5 | P | Everpure Inc-a | 股票-科技 | 5.91% | +0.83% | +59.92% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 5.45% | -1.10% | +2.79% | |
| 7 | CRM | Salesforce INC | 股票-科技 | 5.26% | +0.75% | +100.15% | |
| 8 | UPS | United Parcel Service-cl B | 股票-工业 | 4.77% | -2.01% | -14.05% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 4.30% | +4.30% | NEW | |
| 10 | CEG | Constellation Energy | 股票-公用事业 | 4.26% | +4.26% | NEW | |
| 11 | AAL | American Airlines Group INC | 股票-工业 | 4.10% | +4.07% | +21413.33% | |
| 12 | AMCR | Amcor plc | 股票-周期性消费 | 4.10% | +4.10% | NEW | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | +3.80% | +2994.41% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.98% | +1.85% | +145.07% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.81% | -1.29% | +0.10% | |
| 16 | GIS | General Mills INC | 股票-非周期性消费 | 3.60% | -1.75% | +1.74% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 3.50% | +3.50% | +420000.00% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.51% | +2.51% | NEW | |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 2.30% | +2.30% | NEW | |
| 20 | CPB | THE Campbell's Company | 股票-非周期性消费 | 1.83% | +1.83% | NEW | |
| 21 | AZ | A2z Cust2mate Solutions CORP | 股票-其他 | 1.47% | +0.32% | +51.24% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | -0.20% | +2.09% | |
| 23 | RYN | Rayonier INC | 股票-房地产 | 1.22% | +0.74% | +223.24% | |
| 24 | BGC | Bgc Group Inc-a | 股票-金融 | 0.56% | -0.74% | -52.09% | |
| 25 | GS | Goldman Sachs Group INC | 股票-金融 | 0.40% | — | — | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | -0.11% | -4.50% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.25% | — | +13.85% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.22% | — | — | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.21% | +0.05% | +110.71% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.19% | — | +31.94% | |
| 31 | PGX | Invesco Preferred ETF | ETF-其他 | 0.15% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.15% | — | -4.74% | |
| 33 | VTRS | Viatris INC | 股票-医疗保健 | 0.11% | — | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.11% | — | — | |
| 35 | NRK | Nuveen Ny Amt-fr Muni INC | 股票-其他 | 0.10% | — | — | |
| 36 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.09% | -0.27% | -73.66% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.09% | — | — | |
| 38 | BN | Brookfield CORP | 股票-金融 | 0.09% | — | — | |
| 39 | NZF | Nuveen Municipal Credit INC | 股票-其他 | 0.08% | — | — | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.08% | — | — | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.08% | — | -3.69% | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.08% | -0.13% | -52.66% | |
| 43 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.08% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.07% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.07% | — | -11.11% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.05% | +0.05% | NEW | |
| 47 | ECL | Ecolab INC | 股票-原材料 | 0.05% | +0.05% | NEW | |
| 48 | UBS | UBS Group AG | 股票-金融 | 0.05% | -0.22% | -75.00% | |
| 49 | CAG | Conagra Brands INC | 股票-非周期性消费 | 0.04% | +0.04% | +46000.00% | |
| 50 | AES | Aes CORP | 股票-公用事业 | 0.04% | — | -37.50% |
Q3 2026表现
+1.5%
近4个季度表现
+26%
基于可获取价格的持仓（占申报价值的85%）计算
Mountain Hill Investment Partners Corp. 在 2026-03-31 最显著的持仓异动： 清仓: Slb LTD (SLB); 新建仓: Ss Spdr Dow Jones Indus Avg (DIA); 新建仓: Constellation Energy (CEG); 清仓: Amcor plc (AMCR); 新建仓: Amcor plc (AMCR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAL | American Airlines Group INC | +4.1% | +21413.33% | 加仓 |
| 2 | MSFT | Microsoft CORP | +3.8% | +2994.41% | 加仓 |
| 3 | XLE | Ss Energy Select Sector | +3.5% | +420000.00% | 加仓 |
| 4 | XLK | Ss Technology Select Sector | +1.9% | +145.07% | 加仓 |
| 5 | VST | Vistra CORP | +1.5% | +67.83% | 加仓 |
| 6 | P | Everpure Inc-a | +0.8% | +59.92% | 加仓 |
| 7 | CRM | Salesforce INC | +0.8% | +100.15% | 加仓 |
| 8 | RYN | Rayonier INC | +0.7% | +223.24% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.3% | +36.01% | 加仓 |
| 10 | AZ | A2z Cust2mate Solutions CORP | +0.3% | +51.24% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.1% | +110.71% | 加仓 |
| 12 | CAG | Conagra Brands INC | 0% | +46000.00% | 加仓 |
| 13 | MRK | Merck & Co. INC. | 0% | -98.20% | 减仓 |
| 14 | ABBV | Abbvie INC | -0.1% | -4.50% | 减仓 |
| 15 | AAPL | Apple INC | -0.1% | -52.66% | 减仓 |
| 16 | VB | Vanguard Small-cap ETF | -0.2% | +2.09% | 加仓 |
| 17 | UBS | UBS Group AG | -0.2% | -75.00% | 减仓 |
| 18 | VOD | Vodafone Group Plc-sp Adr | -0.3% | -73.66% | 减仓 |
| 19 | BGC | Bgc Group Inc-a | -0.7% | -52.09% | 减仓 |
| 20 | PFF | Ishares Preferred & Income S | -1.1% | +2.79% | 加仓 |
| 21 | AMZN | Amazon.com INC | -1.3% | +0.10% | 加仓 |
| 22 | GIS | General Mills INC | -1.8% | +1.74% | 加仓 |
| 23 | IVV | Ishares Core S&p 500 ETF | -1.8% | -3.03% | 减仓 |
| 24 | UPS | United Parcel Service-cl B | -2% | -14.05% | 减仓 |
| 25 | FBND | Fidelity Total Bond ETF | -2.1% | -2.00% | 减仓 |
| 26 | INTC | Intel CORP | -3.7% | -100.00% | 减仓 |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -4.1% | -99.87% | 减仓 |
| 28 | DOW | Dow INC | -4.2% | -100.00% | 减仓 |
| 29 | SLB | Slb LTD | — | EXIT | 清仓 |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建仓 |
| 31 | CEG | Constellation Energy | — | NEW | 新建仓 |
| 32 | AMCR | Amcor plc | — | EXIT | 清仓 |
| 33 | AMCR | Amcor plc | — | NEW | 新建仓 |
| 34 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 35 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | 新建仓 |
| 36 | CPB | THE Campbell's Company | — | NEW | 新建仓 |
| 37 | FANG | Diamondback Energy INC | — | EXIT | 清仓 |
| 38 | GLNG | Golar LNG Limited | — | EXIT | 清仓 |
| 39 | CLX | Clorox Company | — | EXIT | 清仓 |
| 40 | IGV | Ishares Expanded Tech-softwa | — | NEW | 新建仓 |
| 41 | ECL | Ecolab INC | — | NEW | 新建仓 |
| 42 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 43 | JBLU | Jetblue Airways CORP | — | NEW | 新建仓 |
| 44 | AMAT | Applied Materials INC | — | EXIT | 清仓 |
| 45 | PEG | Public Service Enterprise Gp | — | NEW | 新建仓 |
| 46 | OMC | Omnicom Group | — | NEW | 新建仓 |
| 47 | PAYX | Paychex INC | — | NEW | 新建仓 |
| 48 | WH | Wyndham Hotels & Resorts INC | — | NEW | 新建仓 |
| 49 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 50 | VALE | Vale Sa-sp Adr | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-27 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-02 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-11 | 13F-HR | 在 EDGAR 上查看 |
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