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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 31
增持 57
减持 38
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$25.1M
1,910,529
+34%
增持
GBDC
GOLUB CAP BDC INC
+$3.6M
2,066,311
+4%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.2M
1,401,323
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。
+8%
减持
AAPL
APPLE INC
-$2.8M
106,357
-2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.8M
64,887
-42%
减持
VOO
VANGUARD INDEX FDS
-$2.7M
91,126
-4%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
269,829
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
12,442
+78%
增持
IQLT
ISHARES TR
+$2.2M
826,255
+15%
增持
QUAL
ISHARES TR
+$1.7M
548,838
+5%
减持
FTNT
FORTINET INC
-$1.1M
66,094
-1%
增持
CPRT
COPART INC
-$1.0M
399,937
+100%
减持
VB
VANGUARD INDEX FDS
-$836.0K
49,619
-3%
增持
GOOGL
ALPHABET INC
+$733.2K
31,708
+11%
增持
USMV
ISHARES TR
+$675.0K
13,190
+251%
减持
QEFA
SPDR INDEX SHS FDS
-$659.0K
65,745
-9%
建仓
PSQH
PSQ HOLDINGS INC
+$657.2K
72,376
减持
QUS
SPDR SER TR
-$607.2K
192,131
-1%
建仓
JBBB
JANUS DETROIT STR TR
+$606.6K
12,771
清仓
ACWV
ISHARES INC
-$586.8K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$580.6K
197,461
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$575.3K
12,546
+12%
减持
SDY
SPDR SER TR
-$570.6K
9,853
-29%
建仓
OKE
ONEOK INC NEW
+$536.8K
8,463
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$514.9K
0
-100%
清仓
MINT
PIMCO ETF TR
-$498.6K
0
-100%
建仓
HYD
VANECK ETF TRUST
+$456.6K
9,306
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$453.3K
83,222
-5%
减持
BIL
SPDR SER TR
-$439.2K
10,863
-31%
增持
NVDA
NVIDIA CORPORATION
+$424.2K
8,824
+9%
增持
TSLA
TESLA INC
+$412.0K
18,544
+15%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$406.6K
156,779
-4%
增持
CVX
CHEVRON CORP NEW
+$400.5K
8,340
+30%
建仓
AIG
AMERICAN INTL GROUP INC
+$394.3K
6,507
建仓
CI
THE CIGNA GROUP
+$387.3K
1,354
增持
LLY
ELI LILLY & CO
+$380.8K
4,169
+5%
增持
GOOG
ALPHABET INC
+$379.5K
26,187
+3%
增持
MSFT
MICROSOFT CORP
-$371.9K
45,448
+5%
增持
—
EXXON MOBIL CORP
+$360.1K
32,493
+1%
建仓
EOG
EOG RES INC
+$335.8K
2,649
减持
IWB
ISHARES TR
-$333.2K
17,833
-4%
减持
ITOT
ISHARES TR
-$328.5K
22,349
-10%
减持
UPS
UNITED PARCEL SERVICE INC
-$325.5K
12,686
-1%
增持
BAC
BANK AMERICA CORP
-$314.3K
249,831
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$313.4K
3,528
+16%
增持
META
META PLATFORMS INC
+$281.9K
8,271
+8%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$281.4K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$278.0K
1,225
清仓
—
AFTERNEXT HEALTHTECH ACQUISI
-$277.6K
0
-100%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$272.7K
3,226
增持
AMZN
AMAZON COM INC
+$271.0K
40,243
+8%
建仓
MSCI
MSCI INC
+$267.8K
522
清仓
—
WAVERLEY CAPITAL ACQUIS CORP
-$259.3K
0
-100%
减持
IJR
ISHARES TR
-$254.0K
31,831
-3%
清仓
TGT
TARGET CORP
-$253.8K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$249.4K
3,844
建仓
PSX
PHILLIPS 66
+$234.8K
1,954
建仓
KVUE
KENVUE INC
+$234.5K
11,677
清仓
SYY
SYSCO CORP
-$233.1K
0
-100%
清仓
OKLO
ALTC ACQUISITION CORP
-$233.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$230.1K
2,235
+17%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$229.7K
2,628
建仓
MU
MICRON TECHNOLOGY INC
+$229.1K
3,367
建仓
—
MARATHON OIL CORP
+$228.7K
8,550
增持
COP
CONOCOPHILLIPS
+$228.6K
5,387
+34%
清仓
EL
LAUDER ESTEE COS INC
-$226.8K
0
-100%
清仓
—
ALPHA PARTNERS TECH MERGR CO
-$225.8K
0
-100%
增持
ADBE
ADOBE INC
+$224.5K
2,668
+15%
建仓
REGN
REGENERON PHARMACEUTICALS
+$223.8K
272
清仓
—
TE CONNECTIVITY LTD
-$223.8K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$219.4K
936
增持
VEA
VANGUARD TAX-MANAGED FDS
-$217.7K
162,479
+2%
建仓
FANG
DIAMONDBACK ENERGY INC
+$213.6K
1,379
建仓
MPC
MARATHON PETE CORP
+$211.4K
1,397
清仓
—
CONYERS PARK III ACQSITN COR
-$211.3K
0
-100%
清仓
—
ICON PLC
-$208.7K
0
-100%
清仓
ANSS
ANSYS INC
-$205.4K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$205.4K
0
-100%
增持
LOW
LOWES COS INC
+$204.6K
3,103
+59%
建仓
SCHW
SCHWAB CHARLES CORP
+$203.9K
3,714
清仓
PGR
PROGRESSIVE CORP
-$200.9K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$200.6K
4,206
增持
IWM
ISHARES TR
+$192.4K
2,450
+91%
增持
ORCL
ORACLE CORP
+$189.5K
8,117
+44%
减持
RTX
RTX CORPORATION
-$185.7K
4,367
-14%
增持
—
ASTRAZENECA PLC
+$181.4K
6,179
+87%
减持
PFE
PFIZER INC
-$180.7K
23,163
-10%
增持
NOW
SERVICENOW INC
+$179.2K
1,140
+40%
建仓
KMI
KINDER MORGAN INC DEL
+$174.3K
10,515
减持
HEFA
ISHARES TR
-$174.0K
48,892
-8%
增持
CSCO
CISCO SYS INC
+$173.1K
29,976
+8%
增持
NOC
NORTHROP GRUMMAN CORP
+$168.8K
986
+69%
减持
HD
HOME DEPOT INC
-$163.3K
7,386
-4%
增持
MA
MASTERCARD INCORPORATED
+$160.6K
3,346
+13%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$159.8K
1,084
减持
IWV
ISHARES TR
-$157.2K
2,328
-19%
增持
AMGN
AMGEN INC
+$153.3K
3,029
+2%
清仓
—
UTA ACQUISITION CORPORATION
-$146.0K
0
-100%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$145.6K
1,890
减持
NEE
NEXTERA ENERGY INC
-$144.7K
7,068
-5%
减持
TXN
TEXAS INSTRS INC
-$136.3K
4,192
-6%
清仓
—
ESH ACQUISITION CORP
-$135.9K
0
-100%
建仓
ESHA
ESH ACQUISITION CORP
+$135.6K
13,400
减持
ABT
ABBOTT LABS
-$135.1K
8,480
-3%
建仓
—
KEEN VISION ACQUISITION CORP
+$133.5K
13,000
增持
SCHX
SCHWAB STRATEGIC TR
-$131.2K
82,844
+0%
清仓
—
GOLDEN STAR ACQUISITION CORP
-$125.7K
0
-100%
建仓
—
GOLDEN STAR ACQUISITION CORP
+$124.1K
12,070
增持
DAL
DELTA AIR LINES INC DEL
-$123.1K
17,107
+8%
增持
AVGO
BROADCOM INC
-$121.4K
6,379
+2%
建仓
FLEE
FRANKLIN TEMPLETON ETF TR
+$120.4K
4,729
增持
—
ACCENTURE PLC IRELAND
+$118.6K
3,530
+13%
建仓
FLCA
FRANKLIN TEMPLETON ETF TR
+$116.2K
3,859
清仓
—
BYNORDIC ACQUISITION CORP
-$114.2K
0
-100%
建仓
HLN
HALEON PLC
+$113.0K
13,568
减持
JNJ
JOHNSON & JOHNSON
-$113.0K
11,550
-0%
增持
CMCSA
COMCAST CORP NEW
+$112.2K
20,103
+7%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$107.2K
105,830
+900%
清仓
—
INFINITE ACQUISITION CORP
-$105.7K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$103.1K
3,206
+159%
减持
ABBV
ABBVIE INC
+$101.5K
8,099
-1%
减持
NKE
NIKE INC
-$101.2K
3,524
-11%
增持
PEP
PEPSICO INC
+$99.6K
5,909
+21%
增持
INTU
INTUIT
+$98.3K
822
+17%
减持
WM
WASTE MGMT INC DEL
-$94.3K
1,317
-23%
减持
DIS
DISNEY WALT CO
-$93.6K
2,757
-22%
减持
HON
HONEYWELL INTL INC
-$92.7K
3,544
-2%
清仓
STPZ
PIMCO ETF TR
-$92.3K
0
-100%
增持
IVW
ISHARES TR
+$90.7K
5,273
+38%
增持
BX
BLACKSTONE INC
+$89.9K
5,619
+2%
增持
ABNB
AIRBNB INC
+$86.9K
6,448
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$86.6K
113
+16%
增持
MCD
MCDONALDS CORP
-$85.7K
2,562
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$84.9K
4,089
-38%
清仓
—
AURA FAT PROJS ACQUISITION C
-$84.6K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$84.4K
18,651
-4%
增持
NVO
NOVO-NORDISK A S
+$83.6K
3,966
+132%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$82.7K
4,547
+93%
增持
V
VISA INC
+$82.6K
9,934
+7%
减持
VBR
VANGUARD INDEX FDS
-$81.8K
9,638
-2%
增持
TJX
TJX COS INC NEW
+$81.1K
3,609
+28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$79.7K
5,897
-11%
增持
CRM
SALESFORCE INC
+$77.6K
2,881
+20%
减持
MS
MORGAN STANLEY
-$77.0K
4,452
-14%
增持
SLB
SCHLUMBERGER LTD
+$77.0K
6,438
+6%
增持
SBUX
STARBUCKS CORP
+$71.9K
8,668
+19%
减持
TMUS
T-MOBILE US INC
-$71.4K
1,827
-22%
增持
VTV
VANGUARD INDEX FDS
+$70.5K
18,229
+6%
减持
SPDW
SPDR INDEX SHS FDS
-$68.5K
41,162
-0%
增持
NFLX
NETFLIX INC
-$68.2K
1,918
+7%
