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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 54
增持 73
减持 14
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.4M
1,791,202
+4%
增持
VTI
VANGUARD INDEX FDS
+$10.2M
350,812
+5%
减持
JAAA
JANUS DETROIT STR TR
-$4.0M
3,224,523
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。
-2%
增持
IQLT
ISHARES TR
+$3.7M
964,920
+4%
增持
AAPL
APPLE INC
+$3.4M
112,089
+4%
减持
QUAL
ISHARES TR
+$3.0M
591,247
-2%
增持
TSLA
TESLA INC
+$2.4M
23,424
+25%
减持
VOO
VANGUARD INDEX FDS
+$2.2M
89,187
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
16,193
+21%
减持
QUS
SPDR SER TR
+$1.9M
191,451
-0%
增持
META
META PLATFORMS INC
+$1.8M
12,305
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
390,829
+2%
增持
AVGO
BROADCOM INC
+$1.5M
74,264
+954%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.4M
64,523
+142%
增持
FTNT
FORTINET INC
+$1.2M
68,734
+1%
增持
GBDC
GOLUB CAP BDC INC
+$1.1M
1,807,855
+8%
增持
SMH
VANECK ETF TRUST
+$1.1M
5,184
+546%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$1.0M
47,461
增持
HD
HOME DEPOT INC
+$988.8K
8,473
+19%
减持
VXUS
VANGUARD STAR FDS
+$957.8K
216,457
-0%
增持
ORCL
ORACLE CORP
+$923.1K
13,889
+36%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$857.9K
153,802
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$855.1K
15,174
+1%
减持
VB
VANGUARD INDEX FDS
+$791.7K
46,226
-1%
增持
JNJ
JOHNSON & JOHNSON
+$717.1K
14,497
+30%
建仓
VTEB
VANGUARD MUN BD FDS
+$695.7K
13,609
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$677.9K
1,190
增持
UNH
UNITEDHEALTH GROUP INC
+$650.1K
5,223
+11%
减持
GOOG
ALPHABET INC
-$624.7K
34,345
-1%
增持
QQQ
INVESCO QQQ TR
+$621.0K
11,988
+10%
增持
GOOGL
ALPHABET INC
-$610.5K
39,748
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$594.3K
6,454
+34%
建仓
XVV
ISHARES TR
+$592.2K
13,390
增持
JPM
JPMORGAN CHASE & CO.
+$581.6K
47,191
+2%
增持
—
EATON CORP PLC
+$580.3K
5,691
+37%
增持
CSCO
CISCO SYS INC
+$540.4K
37,487
+22%
增持
ABT
ABBOTT LABS
+$540.2K
14,074
+37%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$532.8K
58,946
-15%
增持
ABBV
ABBVIE INC
+$507.3K
11,764
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$507.1K
1,349
-68%
增持
WMT
WALMART INC
+$494.1K
31,523
+4%
减持
TBIL
RBB FD INC
-$490.5K
36,304
-21%
增持
MSFT
MICROSOFT CORP
+$486.8K
53,576
+6%
增持
CPRT
COPART INC
-$466.1K
284,238
+0%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$457.3K
5,460
减持
BIL
SPDR SER TR
-$443.7K
47,533
-9%
建仓
WCN
WASTE CONNECTIONS INC
+$431.7K
2,414
建仓
ATO
ATMOS ENERGY CORP
+$409.3K
2,951
增持
TXN
TEXAS INSTRS INC
+$393.7K
6,909
+30%
增持
NVDA
NVIDIA CORPORATION
+$390.7K
113,696
+5%
增持
IVW
ISHARES TR
+$387.6K
10,009
+62%
增持
IJR
ISHARES TR
+$376.6K
29,704
+2%
清仓
—
SUPER MICRO COMPUTER INC
-$374.8K
0
-100%
增持
AMP
AMERIPRISE FINL INC
+$372.8K
1,857
+59%
建仓
—
SYNOVUS FINL CORP
+$361.9K
8,139
增持
MCD
MCDONALDS CORP
+$358.9K
3,864
+20%
减持
HYD
VANECK ETF TRUST
-$356.7K
17,936
-29%
增持
—
ACCENTURE PLC IRELAND
+$351.6K
4,363
+11%
增持
UNP
UNION PAC CORP
+$351.5K
3,902
+45%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$350.9K
0
-100%
增持
IVE
ISHARES TR
+$350.2K
2,129
+457%
增持
WMB
WILLIAMS COS INC
+$345.7K
15,913
+78%
增持
UPS
UNITED PARCEL SERVICE INC
+$345.1K
15,384
+20%
增持
MA
MASTERCARD INCORPORATED
+$333.7K
4,302
+6%
建仓
NEM
NEWMONT CORP
+$333.2K
6,233
增持
AGG
ISHARES TR
+$332.3K
9,553
+46%
建仓
GIS
GENERAL MLS INC
+$331.5K
4,489
增持
VV
VANGUARD INDEX FDS
+$329.0K
2,319
+106%
增持
BX
BLACKSTONE INC
+$327.3K
7,555
+13%
清仓
—
TE CONNECTIVITY LTD
-$324.2K
0
-100%
增持
—
BLACKROCK INC
+$319.3K
808
+42%
增持
SCHX
SCHWAB STRATEGIC TR
+$315.8K
83,280
+0%
增持
AMGN
AMGEN INC
+$311.2K
4,708
+22%
建仓
VTR
VENTAS INC
+$310.7K
4,845
增持
V
VISA INC
+$305.2K
13,039
+4%
增持
C
CITIGROUP INC
+$304.6K
9,429
+109%
建仓
—
TE CONNECTIVITY PLC
+$300.5K
1,990
增持
LMT
LOCKHEED MARTIN CORP
+$295.0K
1,466
+22%
增持
TGT
TARGET CORP
+$294.4K
4,218
+72%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$292.5K
12,536
建仓
GBCI
GLACIER BANCORP INC NEW
+$290.5K
6,357
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$290.2K
7,507
+120%
增持
—
EXXON MOBIL CORP
+$288.6K
39,356
+5%
增持
SHEL
SHELL PLC
+$288.5K
12,014
+72%
建仓
SF
STIFEL FINL CORP
+$287.5K
3,062
建仓
MAA
MID-AMER APT CMNTYS INC
+$286.5K
1,803
增持
CVS
CVS HEALTH CORP
+$285.2K
27,067
+13%
增持
LOW
LOWES COS INC
+$282.8K
4,492
+6%
增持
NOW
SERVICENOW INC
+$279.0K
1,384
+14%
增持
IWV
ISHARES TR
+$278.9K
3,053
+31%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$276.4K
5,342
增持
—
JOHNSON CTLS INTL PLC
+$267.2K
7,085
+67%
建仓
CMS
CMS ENERGY CORP
+$266.7K
3,776
建仓
DHI
D R HORTON INC
+$265.8K
1,393
建仓
URI
UNITED RENTALS INC
+$264.0K
326
清仓
FANG
DIAMONDBACK ENERGY INC
-$263.9K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$263.2K
0
-100%
建仓
FAST
FASTENAL CO
+$262.8K
3,680
建仓
AME
AMETEK INC
+$258.9K
1,508
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$257.5K
4,935
建仓
NI
NISOURCE INC
+$256.5K
7,404
建仓
DLR
DIGITAL RLTY TR INC
+$255.2K
1,577
增持
PM
PHILIP MORRIS INTL INC
+$254.8K
6,595
+22%
建仓
PYPL
PAYPAL HLDGS INC
+$254.6K
3,262
建仓
CCI
CROWN CASTLE INC
+$254.1K
2,142
清仓
TDW
TIDEWATER INC NEW
-$251.0K
0
-100%
建仓
ESI
ELEMENT SOLUTIONS INC
+$250.9K
9,238
增持
MRK
MERCK & CO INC
-$249.1K
25,327
+0%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$246.9K
1,415
建仓
BXP
BXP INC
+$246.4K
3,063
建仓
BWA
BORGWARNER INC
+$242.1K
6,671
建仓
ROP
ROPER TECHNOLOGIES INC
+$242.1K
435
增持
KO
COCA COLA CO
+$241.9K
20,793
+6%
减持
REFI
CHICAGO ATLANTIC REAL ESTATE
-$241.5K
116,603
-13%
建仓
CTAS
CINTAS CORP
+$241.1K
1,171
建仓
COLB
COLUMBIA BKG SYS INC
+$238.6K
9,140
建仓
CBRE
CBRE GROUP INC
+$238.6K
1,917
建仓
—
FERRARI N V
+$238.3K
507
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$235.2K
635
建仓
SNY
SANOFI
+$235.0K
4,078
增持
CMCSA
COMCAST CORP NEW
+$233.8K
26,889
+18%
增持
FITB
FIFTH THIRD BANCORP
+$232.3K
32,519
+2%
增持
—
AON PLC
+$231.4K
1,923
+30%
建仓
DTE
DTE ENERGY CO
+$231.4K
1,802
建仓
AVY
AVERY DENNISON CORP
+$230.9K
1,046
减持
INTC
INTEL CORP
-$229.6K
14,208
-22%
增持
DAL
DELTA AIR LINES INC DEL
+$228.2K
21,270
+18%
建仓
WDAY
WORKDAY INC
+$227.8K
932
清仓
STZ
CONSTELLATION BRANDS INC
-$226.9K
0
-100%
建仓
SJM
SMUCKER J M CO
+$226.7K
1,872
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$225.7K
6,083
清仓
PCAR
PACCAR INC
-$225.4K
0
-100%
建仓
CDW
CDW CORP
+$224.5K
992
建仓
IQV
IQVIA HLDGS INC
+$223.0K
941
增持
—
DUPONT DE NEMOURS INC
+$221.3K
5,533
+64%
建仓
CFG
CITIZENS FINL GROUP INC
+$220.1K
5,359
建仓
—
INTERPUBLIC GROUP COS INC
+$220.0K
6,956
增持
USMV
ISHARES TR
+$218.8K
16,753
+7%
建仓
MELI
MERCADOLIBRE INC
+$217.8K
106
建仓
AJG
GALLAGHER ARTHUR J & CO
+$217.2K
772
建仓
EFX
EQUIFAX INC
+$217.2K
739
清仓
OXY
OCCIDENTAL PETE CORP
-$216.9K
0
-100%
增持
SBUX
STARBUCKS CORP
+$215.9K
9,152
+5%
增持
SHW
SHERWIN WILLIAMS CO
+$215.7K
1,333
+36%
增持
EOG
EOG RES INC
+$214.1K
4,274
+73%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$213.9K
106,366
+1%
建仓
KEY
KEYCORP
+$212.7K
12,700
建仓
USB
US BANCORP DEL
+$212.6K
4,649
建仓
PKG
PACKAGING CORP AMER
+$211.7K
983
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$210.9K
716
