小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 50
增持 75
减持 22
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
HYD
VANECK ETF TRUST
-$18.6M
28,099
-93%
增持
QUAL
ISHARES TR
+$13.3M
577,699
+4%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.7M
1,542,902
+4%
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
JAAA
JANUS DETROIT STR TR
+$8.1M
2,563,460
+6%
增持
VTI
VANGUARD INDEX FDS
+$7.3M
285,499
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.1M
381,226
+40%
减持
VOO
VANGUARD INDEX FDS
+$3.9M
90,565
-0%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
8,878
+7%
减持
AAPL
APPLE INC
-$3.2M
94,063
-6%
增持
MSFT
MICROSOFT CORP
+$2.8M
44,507
+5%
减持
QUS
SPDR SER TR
+$2.6M
191,551
-0%
增持
CPRT
COPART INC
+$2.6M
285,428
+0%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$2.5M
72,451
+221%
建仓
TBIL
RBB FD INC
+$2.3M
46,125
减持
IQLT
ISHARES TR
+$1.7M
875,689
-0%
增持
AMZN
AMAZON COM INC
+$1.6M
42,571
+6%
增持
AVGO
BROADCOM INC
+$1.6M
6,675
+2%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
42,994
+2%
减持
TSLA
TESLA INC
-$1.3M
17,314
-2%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
17,723
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
13,441
+8%
增持
BAC
BANK AMERICA CORP
+$1.2M
256,422
+1%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
13,565
+6856%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
14,351
+6423%
减持
META
META PLATFORMS INC
+$1.1M
8,507
-0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$988.6K
149,085
+1%
增持
—
EXXON MOBIL CORP
+$962.8K
35,702
+12%
减持
GBDC
GOLUB CAP BDC INC
+$935.3K
2,029,070
-7%
增持
MRK
MERCK & CO INC
+$808.0K
23,677
+11%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$806.6K
49,277
-22%
增持
SCHG
SCHWAB STRATEGIC TR
+$802.2K
21,581
+49%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$788.4K
27,017
增持
VXUS
VANGUARD STAR FDS
+$782.7K
216,003
+2%
减持
LLY
ELI LILLY & CO
+$714.1K
4,244
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$679.1K
6,202
+10237%
增持
SPY
SPDR S&P 500 ETF TR
+$621.8K
12,610
+0%
增持
GOOGL
ALPHABET INC
+$609.2K
34,095
+5%
减持
FTNT
FORTINET INC
+$594.8K
66,174
-1%
增持
VBK
VANGUARD INDEX FDS
+$592.1K
5,740
+53%
增持
SCHX
SCHWAB STRATEGIC TR
+$480.5K
83,031
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$480.3K
8,388
+539%
增持
BX
BLACKSTONE INC
+$476.2K
9,544
+61%
建仓
HTGC
HERCULES CAPITAL INC
+$469.7K
25,458
减持
VB
VANGUARD INDEX FDS
+$464.7K
47,616
-3%
增持
AGG
ISHARES TR
+$454.9K
5,858
+389%
建仓
—
SUPER MICRO COMPUTER INC
+$451.5K
447
增持
VTV
VANGUARD INDEX FDS
+$424.3K
19,236
+6%
建仓
DOW
DOW INC
+$417.0K
7,199
增持
HD
HOME DEPOT INC
+$415.1K
6,687
+8%
增持
V
VISA INC
+$402.3K
11,444
+7%
增持
SCHV
SCHWAB STRATEGIC TR
+$401.6K
6,241
+503%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$399.7K
25,990
增持
—
EATON CORP PLC
+$398.2K
3,768
+16%
增持
CAT
CATERPILLAR INC
+$390.4K
2,333
+49%
增持
VUG
VANGUARD INDEX FDS
+$380.4K
10,875
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$376.8K
4,676
+48%
增持
CVX
CHEVRON CORP NEW
+$373.5K
10,640
+22%
建仓
—
UNILEVER PLC
+$362.6K
7,225
建仓
EMR
EMERSON ELEC CO
+$359.4K
3,169
增持
ABBV
ABBVIE INC
+$358.6K
9,486
+7%
建仓
MAIN
MAIN STR CAP CORP
+$357.0K
7,545
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$354.1K
5,826
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$341.5K
5,503
建仓
GM
GENERAL MTRS CO
+$335.2K
7,391
建仓
AYI
ACUITY BRANDS INC
+$327.6K
1,219
增持
VYM
VANGUARD WHITEHALL FDS
+$326.6K
4,886
+106%
增持
COST
COSTCO WHSL CORP NEW
+$326.2K
2,031
+15%
增持
TGT
TARGET CORP
+$319.2K
2,966
+105%
增持
ABNB
AIRBNB INC
+$301.6K
7,262
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$300.0K
12,547
+109%
建仓
MMM
3M CO
+$284.2K
2,679
减持
VBR
VANGUARD INDEX FDS
-$277.5K
11,456
-17%
增持
CRM
SALESFORCE INC
+$277.1K
3,431
+19%
建仓
GD
GENERAL DYNAMICS CORP
+$274.0K
970
建仓
GLD
SPDR GOLD TR
+$270.7K
1,316
增持
T
AT&T INC
+$270.4K
32,675
+80%
增持
SPYV
SPDR SER TR
+$270.4K
9,878
+105%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$269.7K
4,974
增持
XSLV
INVESCO EXCH TRADED FD TR II
+$266.2K
6,750
+826%
增持
DIS
DISNEY WALT CO
+$265.8K
5,050
+29%
增持
MA
MASTERCARD INCORPORATED
+$263.4K
3,684
+4%
减持
ADBE
ADOBE INC
-$260.5K
2,501
-2%
增持
ITOT
ISHARES TR
+$256.5K
25,360
+0%
建仓
UBER
UBER TECHNOLOGIES INC
+$254.5K
3,305
增持
SPDW
SPDR INDEX SHS FDS
+$253.9K
46,145
+12%
建仓
MO
ALTRIA GROUP INC
+$250.8K
5,750
增持
NFLX
NETFLIX INC
+$249.3K
2,005
+1%
建仓
COF
CAPITAL ONE FINL CORP
+$248.9K
1,672
建仓
FDX
FEDEX CORP
+$245.1K
846
建仓
PRU
PRUDENTIAL FINL INC
+$241.8K
2,060
建仓
CEG
CONSTELLATION ENERGY CORP
+$240.7K
1,302
建仓
ETR
ENTERGY CORP NEW
+$240.6K
2,277
建仓
TRV
TRAVELERS COMPANIES INC
+$240.0K
1,043
建仓
STZ
CONSTELLATION BRANDS INC
+$236.4K
870
建仓
MSI
MOTOROLA SOLUTIONS INC
+$236.1K
665
增持
LOW
LOWES COS INC
+$232.9K
3,870
+14%
增持
XLE
SELECT SECTOR SPDR TR
+$232.8K
5,680
+57%
增持
AMD
ADVANCED MICRO DEVICES INC
+$231.6K
6,195
+3%
建仓
TDW
TIDEWATER INC NEW
+$231.5K
2,516
建仓
MLM
MARTIN MARIETTA MATLS INC
+$231.5K
377
建仓
PCAR
PACCAR INC
+$229.1K
1,849
建仓
GIS
GENERAL MLS INC
+$227.7K
3,254
建仓
FCX
FREEPORT-MCMORAN INC
+$225.6K
4,797
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$225.0K
3,796
建仓
—
DUPONT DE NEMOURS INC
+$223.6K
2,916
增持
WMT
WALMART INC
+$223.1K
26,495
+205%
建仓
CAH
CARDINAL HEALTH INC
+$222.2K
1,986
建仓
—
ADVISOR MANAGED PORTFOLIOS
+$220.3K
5,548
清仓
ANSS
ANSYS INC
-$219.9K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$217.4K
1,448
+23%
清仓
—
TE CONNECTIVITY LTD
-$214.1K
0
-100%
建仓
ARCC
ARES CAPITAL CORP
+$212.6K
10,213
增持
ORCL
ORACLE CORP
+$211.7K
8,637
+4%
建仓
DEO
DIAGEO PLC
+$211.5K
1,422
建仓
CMI
CUMMINS INC
+$211.3K
717
建仓
TM
TOYOTA MOTOR CORP
+$210.2K
835
建仓
C
CITIGROUP INC
+$210.0K
3,320
增持
AMGN
AMGEN INC
+$208.1K
4,011
+24%
建仓
—
ARISTA NETWORKS INC
+$205.3K
708
建仓
—
TRANE TECHNOLOGIES PLC
+$203.8K
679
清仓
—
TRUST FOR ADVISED PORTFOLIOS
-$203.4K
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$203.2K
153
建仓
SYY
SYSCO CORP
+$202.9K
2,499
增持
WFC
WELLS FARGO CO NEW
+$202.5K
11,484
+22%
建仓
STT
STATE STR CORP
+$202.0K
2,613
增持
AMAT
APPLIED MATLS INC
+$199.2K
3,484
+9%
增持
SHW
SHERWIN WILLIAMS CO
+$199.1K
1,280
+63%
增持
KMB
KIMBERLY-CLARK CORP
+$196.7K
3,947
+53%
减持
UNH
UNITEDHEALTH GROUP INC
-$194.4K
3,781
-4%
减持
IEMG
ISHARES INC
-$193.9K
8,206
-33%
建仓
SPYM
SPDR SER TR
+$192.0K
3,120
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$191.9K
8
-11%
增持
—
LINDE PLC
+$189.2K
2,062
+10%
减持
QEFA
SPDR INDEX SHS FDS
+$179.2K
62,445
-0%
建仓
SPAB
SPDR SER TR
+$176.1K
6,967
减持
EFA
ISHARES TR
+$174.1K
39,775
-0%
增持
GE
GENERAL ELECTRIC CO
+$172.8K
3,580
+0%
减持
PG
PROCTER AND GAMBLE CO
+$172.6K
11,528
-1%
减持
BIL
SPDR SER TR
-$162.3K
59,242
-3%
增持
RTX
RTX CORPORATION
+$157.7K
4,832
+30%
增持
EFAV
ISHARES TR
+$154.9K
5,854
+56%
减持
IJR
ISHARES TR
-$151.2K
29,884
-6%
增持
CI
THE CIGNA GROUP
+$149.7K
1,541
+13%
增持
NVO
NOVO-NORDISK A S
+$147.8K
4,509
+8%
增持
DAL
DELTA AIR LINES INC DEL
+$147.8K
17,476
+2%
增持
ITW
ILLINOIS TOOL WKS INC
+$147.7K
1,956
+36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$147.6K
3,179
+138%
增持
SPMD
SPDR SER TR
+$146.2K
13,792
+14%
增持
MU
MICRON TECHNOLOGY INC
+$145.5K
3,695
+9%
建仓
PSEC
PROSPECT CAP CORP
+$143.2K
25,948
