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Sage Mountain Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sage Mountain Advisors LLC
报告期 2026-03-31 · CIK 0001832274
持仓数
281
前50大市值合计
$1.30B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 33
增持 74
减持 22
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$10.2M
1,424,521
+16%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$8.1M
1,296,586
+8%
减持
QUAL
ISHARES TR
+$4.8M
523,505
-1%
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
VTI
VANGUARD INDEX FDS
+$4.7M
270,554
+1%
增持
AAPL
APPLE INC
+$3.8M
108,172
+4%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
94,473
+2%
减持
CPRT
COPART INC
+$3.2M
199,941
-0%
增持
GBDC
GOLUB CAP BDC INC
+$2.6M
1,977,913
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.4M
34,317
+19852%
减持
MSFT
MICROSOFT CORP
+$2.3M
43,232
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.7M
12,847
+345%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
158,538
+24%
增持
AVGO
BROADCOM INC
+$1.5M
6,248
+1%
增持
IQLT
ISHARES TR
+$1.4M
718,985
+5%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
17,198
+124%
减持
QUS
SPDR SER TR
+$1.3M
193,507
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
8,071
+5%
增持
AMZN
AMAZON COM INC
+$1.3M
37,164
+8%
建仓
LGLV
SPDR SER TR
+$1.2M
8,756
增持
VBR
VANGUARD INDEX FDS
+$1.2M
9,788
+241%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.1M
15,745
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$935.5K
9
+13%
建仓
SCHG
SCHWAB STRATEGIC TR
+$876.9K
11,700
建仓
VBK
VANGUARD INDEX FDS
+$859.5K
3,741
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$775.2K
112,744
-9%
减持
TSLA
TESLA INC
+$774.1K
16,152
-3%
增持
META
META PLATFORMS INC
+$732.2K
7,670
+11%
增持
JPM
JPMORGAN CHASE & CO
+$707.5K
41,929
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$689.2K
11,201
+10%
增持
FTNT
FORTINET INC
+$616.5K
66,487
+0%
增持
IVV
ISHARES TR
+$600.0K
3,616
+47%
增持
SCHX
SCHWAB STRATEGIC TR
+$585.5K
82,549
+7%
增持
HD
HOME DEPOT INC
+$576.2K
7,710
+25%
增持
GOOGL
ALPHABET INC
+$556.2K
28,539
+4%
增持
GOOG
ALPHABET INC
+$519.3K
25,405
+3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$519.2K
163,564
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$500.5K
14,117
+17770%
减持
LLY
LILLY ELI & CO
+$465.3K
3,963
-2%
增持
VXUS
VANGUARD STAR FDS
+$436.9K
198,801
+2%
清仓
—
PONO CAP THREE INC
-$431.0K
0
-100%
建仓
—
BATTERY FUTURE ACQUISITION C
+$424.0K
40,000
清仓
—
SILVERBOX CORP III
-$399.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
+$382.1K
51,373
-1%
建仓
—
PONO CAP THREE INC
+$379.2K
36,530
增持
EFA
ISHARES TR
+$375.5K
30,690
+19%
建仓
—
SILVERBOX CORP III
+$365.4K
36,138
清仓
—
ZIMMER ENERGY TRANSITION ACQ
-$346.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$318.1K
1,918
+33%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$312.2K
10,583
-3%
减持
OKLO
ALTC ACQUISITION CORP
-$306.6K
22,338
-58%
建仓
MCK
MCKESSON CORP
+$282.5K
661
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$280.2K
131
建仓
USMV
ISHARES TR
+$279.7K
3,763
清仓
PCG
PG&E CORP
-$258.9K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$254.2K
2,323
+2%
增持
QQQ
INVESCO QQQ TR
+$248.5K
1,737
+42%
建仓
VMC
VULCAN MATLS CO
+$246.4K
1,093
建仓
AYI
ACUITY BRANDS INC
+$246.3K
1,510
增持
MRK
MERCK & CO INC
+$245.4K
18,264
+4%
建仓
—
INFLECTION PT ACQUISITN CRP
+$242.9K
24,000
增持
JNJ
JOHNSON & JOHNSON
+$231.7K
11,551
+7%
建仓
MDLZ
MONDELEZ INTL INC
+$229.1K
3,141
清仓
BHP
BHP GROUP LTD
-$227.0K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$226.2K
253
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$225.9K
1,998
建仓
AACT
ARES ACQUISITION CORP II
+$222.8K
21,940
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$222.7K
3,877
建仓
ECL
ECOLAB INC
+$222.0K
1,189
清仓
—
APTIV PLC
-$220.8K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$217.8K
619
减持
IWF
ISHARES TR
+$217.1K
10,077
-4%
清仓
PYPL
PAYPAL HLDGS INC
-$216.7K
0
-100%
建仓
CSX
CSX CORP
+$215.8K
6,328
建仓
WELL
WELLTOWER INC
+$215.0K
2,658
清仓
MSCI
MSCI INC
-$214.4K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$213.5K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$213.2K
0
-100%
建仓
—
ICON PLC
+$208.7K
834
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$208.3K
888
增持
DAL
DELTA AIR LINES INC DEL
+$207.5K
15,904
+1%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$206.0K
3,809
清仓
OXY
OCCIDENTAL PETE CORP
-$205.0K
0
-100%
建仓
—
ALCHEMY INVTS ACQUISITN CORP
+$202.8K
19,800
建仓
SHW
SHERWIN WILLIAMS CO
+$202.1K
761
清仓
—
MARATHON OIL CORP
-$201.3K
0
-100%
增持
HEFA
ISHARES TR
+$194.4K
53,085
+8%
清仓
ILMN
ILLUMINA INC
-$193.7K
0
-100%
增持
ORCL
ORACLE CORP
+$192.9K
5,628
+10%
清仓
—
JUPITER ACQUISITION CORP
-$191.9K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$190.7K
3,129
+15%
减持
T
AT&T INC
-$182.5K
15,178
-31%
增持
NFLX
NETFLIX INC
+$180.6K
1,799
+2%
增持
—
EATON CORP PLC
+$171.6K
3,025
+19%
增持
ABBV
ABBVIE INC
-$166.4K
8,207
+3%
增持
AMP
AMERIPRISE FINL INC
+$160.5K
1,440
+39%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$154.1K
12,692
+23%
增持
AMD
ADVANCED MICRO DEVICES INC
+$153.3K
5,265
+16%
增持
IJR
ISHARES TR
+$148.1K
32,681
+2%
建仓
—
UTA ACQUISITION CORPORATION
+$146.0K
13,838
增持
WMT
WALMART INC
+$145.2K
7,890
+6%
清仓
—
LOGISTICS INNOVTN TECHNLGS C
-$144.7K
0
-100%
增持
MCD
MCDONALDS CORP
+$139.9K
2,549
+15%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$136.2K
0
-100%
建仓
—
ESH ACQUISITION CORP
+$135.9K
13,400
增持
PG
PROCTER AND GAMBLE CO
+$135.0K
10,981
+7%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$131.0K
0
-100%
建仓
—
GOLDEN STAR ACQUISITION CORP
+$125.7K
12,070
增持
UNH
UNITEDHEALTH GROUP INC
+$121.4K
3,049
+7%
清仓
—
TARGET GLOBAL ACQUISI I CORP
-$120.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$119.8K
32,265
-1%
增持
KO
COCA COLA CO
+$115.4K
16,235
+17%
减持
SPY
SPDR S&P 500 ETF TR
+$113.5K
6,974
-4%
增持
MA
MASTERCARD INCORPORATED
+$112.8K
2,960
+2%
增持
V
VISA INC
+$112.6K
9,274
+0%
增持
CMCSA
COMCAST CORP NEW
+$112.3K
18,752
+7%
清仓
—
ST ENERGY TRANSITION I LTD
-$106.5K
0
-100%
增持
CVS
CVS HEALTH CORP
-$106.2K
27,242
+2%
减持
PFLT
PENNANTPARK FLOATING RATE CA
-$105.7K
10,000
-50%
建仓
—
INFINITE ACQUISITION CORP
+$105.7K
10,000
清仓
—
TRINE II ACQUISITION CORP
-$105.0K
0
-100%
增持
ABT
ABBOTT LABS
+$99.6K
8,773
+4%
减持
ISRG
INTUITIVE SURGICAL INC
+$98.3K
1,163
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$95.5K
1,590
+27%
减持
ADSK
AUTODESK INC
-$93.3K
1,192
-26%
增持
NOW
SERVICENOW INC
+$92.3K
815
+4%
增持
INTC
INTEL CORP
+$90.9K
13,010
+24%
增持
AXP
AMERICAN EXPRESS CO
+$90.0K
2,333
+22%
减持
BIL
SPDR SER TR
-$88.8K
15,647
-6%
建仓
—
AURA FAT PROJS ACQUISITION C
+$84.6K
8,000
减持
TGT
TARGET CORP
-$82.3K
1,924
-5%
增持
DHR
DANAHER CORPORATION
+$79.3K
2,249
+23%
增持
PFE
PFIZER INC
-$76.3K
25,874
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$75.3K
1,273
-1%
增持
AMAT
APPLIED MATLS INC
+$74.3K
2,772
+4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$74.2K
323
+17%
减持
IXUS
ISHARES TR
-$73.8K
7,775
-14%
增持
TMUS
T-MOBILE US INC
+$73.3K
2,356
+34%
清仓
—
ST ENERGY TRANSITION I LTD
-$72.7K
0
-100%
增持
INTU
INTUIT
+$71.1K
702
+25%
增持
CRM
SALESFORCE INC
+$69.9K
2,398
+10%
增持
MRSH
MARSH & MCLENNAN COS INC
+$68.7K
2,501
+4%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$68.6K
1,240
增持
SCHV
SCHWAB STRATEGIC TR
+$67.1K
1,035
+2857%
增持
WM
WASTE MGMT INC DEL
+$66.2K
1,702
+21%
增持
LOW
LOWES COS INC
+$64.0K
1,951
+4%
增持
AZO
AUTOZONE INC
+$62.3K
164
+16%
增持
HON
HONEYWELL INTL INC
+$62.1K
3,602
+0%
减持
DIS
DISNEY WALT CO
-$61.2K
3,551
-6%
增持
—
LAM RESEARCH CORP
+$59.5K
443
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$59.5K
9,565
+15%
