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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 29
增持 62
减持 35
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
HYD
VANECK ETF TRUST
-$12.1M
33,820
-87%
减持
QUAL
ISHARES TR
-$9.3M
558,227
-5%
增持
JAAA
JANUS DETROIT STR TR
+$7.2M
4,196,707
+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
KBDC
KAYNE ANDERSON BDC INC
+$5.4M
541,109
+166%
减持
SPY
SPDR S&P 500 ETF TR
-$5.3M
17,634
-32%
减持
AVGO
BROADCOM INC
-$5.2M
76,785
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.0M
180,836
+89%
增持
IQLT
ISHARES TR
+$4.9M
1,237,347
+4%
减持
VOO
VANGUARD INDEX FDS
-$4.0M
82,564
-4%
减持
TSLA
TESLA INC
-$3.9M
24,585
-3%
减持
AAPL
APPLE INC
-$3.8M
126,480
-1%
减持
MSFT
MICROSOFT CORP
-$3.6M
57,568
-4%
增持
GBDC
GOLUB CAP BDC INC
+$3.5M
2,746,062
+9%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.3M
2,496,255
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.2M
267,815
+22%
增持
JMBS
JANUS DETROIT STR TR
+$3.2M
348,170
+22%
增持
NVDA
NVIDIA CORPORATION
-$3.1M
136,614
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
17,180
+5%
减持
GOOGL
ALPHABET INC
-$1.6M
45,162
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
11,523
+299%
减持
GOOG
ALPHABET INC
-$1.5M
37,178
-3%
增持
IVV
ISHARES TR
+$1.3M
8,145
+44%
增持
AMZN
AMAZON COM INC
-$1.2M
61,889
+4%
减持
HD
HOME DEPOT INC
-$1.1M
9,142
-20%
减持
VB
VANGUARD INDEX FDS
-$962.0K
45,432
-1%
增持
BIL
SPDR SER TR
+$835.3K
51,345
+21%
增持
—
EXXON MOBIL CORP
+$778.0K
43,709
+6%
减持
—
ACCENTURE PLC IRELAND
-$760.1K
4,705
-26%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$656.7K
6
-25%
建仓
ED
CONSOLIDATED EDISON INC
+$650.7K
5,884
增持
JNJ
JOHNSON & JOHNSON
+$614.8K
16,408
+13%
增持
V
VISA INC
+$578.9K
13,716
+3%
减持
IWB
ISHARES TR
-$578.3K
18,012
-5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$554.5K
1,190
-43%
增持
SO
SOUTHERN CO
+$537.1K
9,139
+148%
增持
LLY
ELI LILLY & CO
+$516.8K
5,705
+5%
建仓
CVS
CVS HEALTH CORP
+$491.0K
7,248
增持
ABBV
ABBVIE INC
+$485.2K
14,052
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$484.2K
786
-91%
增持
IWD
ISHARES TR
+$473.6K
4,783
+108%
建仓
DUK
DUKE ENERGY CORP NEW
+$468.9K
3,844
增持
KO
COCA COLA CO
+$464.7K
25,023
+17%
增持
PAYX
PAYCHEX INC
+$426.7K
4,810
+114%
减持
MRK
MERCK & CO INC
-$420.7K
25,601
-6%
减持
ORCL
ORACLE CORP
-$415.9K
13,370
-3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$406.0K
9,852
+191%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$404.2K
424,128
-8%
增持
QQQ
INVESCO QQQ TR
-$398.1K
14,400
+3%
减持
IWP
ISHARES TR
-$393.9K
3,564
-44%
增持
REFI
CHICAGO ATLANTIC REAL ESTATE
+$388.9K
155,408
+26%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$388.0K
2,630
增持
BAC
BANK AMERICA CORP
-$383.2K
180,316
+0%
增持
IJR
ISHARES TR
-$383.1K
40,420
+1%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$379.7K
0
-100%
减持
NOW
SERVICENOW INC
-$374.4K
1,322
-2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$372.7K
141,283
-3%
减持
CRM
SALESFORCE INC
-$367.9K
4,390
-5%
减持
—
EATON CORP PLC
-$365.2K
5,281
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$362.2K
48,980
+1%
增持
IEFA
ISHARES TR
+$356.0K
9,563
+83%
减持
VXUS
VANGUARD STAR FDS
+$353.8K
211,746
-2%
清仓
PAYO
PAYONEER GLOBAL INC
-$348.0K
0
-100%
增持
ABT
ABBOTT LABS
+$335.0K
15,232
+2%
建仓
ROP
ROPER TECHNOLOGIES INC
+$331.9K
563
增持
—
LINDE PLC
+$330.4K
3,049
+17%
建仓
SHM
SPDR SER TR
+$329.8K
6,929
建仓
F
FORD MTR CO
+$328.4K
32,743
增持
PM
PHILIP MORRIS INTL INC
+$326.8K
7,552
+4%
建仓
CSGP
COSTAR GROUP INC
+$324.5K
4,095
增持
AMGN
AMGEN INC
+$323.8K
4,605
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$323.3K
7,021
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
+$322.7K
4,335
+25%
减持
EFA
ISHARES TR
-$318.6K
39,431
-16%
减持
QUS
SPDR SER TR
+$318.2K
191,233
-0%
减持
DAL
DELTA AIR LINES INC DEL
-$317.7K
15,143
-6%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$317.5K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$313.3K
8,424
+69%
增持
GE
GE AEROSPACE
+$311.1K
5,589
+15%
增持
CVX
CHEVRON CORP NEW
+$303.4K
12,102
+2%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$300.7K
2,430
增持
WM
WASTE MGMT INC DEL
+$300.5K
2,507
+81%
增持
T
AT&T INC
+$298.6K
41,005
+8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$288.3K
12,720
+120%
建仓
—
HESS CORP
+$286.8K
1,795
建仓
COR
CENCORA INC
+$281.7K
1,013
清仓
FIS
FIDELITY NATL INFORMATION SV
-$278.6K
0
-100%
清仓
GIS
GENERAL MLS INC
-$278.0K
0
-100%
清仓
ROST
ROSS STORES INC
-$268.8K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$268.0K
0
-100%
增持
RTX
RTX CORPORATION
+$267.7K
8,757
+14%
建仓
—
MEDTRONIC PLC
+$266.1K
2,961
建仓
CCI
CROWN CASTLE INC
+$266.0K
2,552
建仓
HWM
HOWMET AEROSPACE INC
+$263.1K
2,028
增持
INTC
INTEL CORP
+$256.6K
24,514
+64%
建仓
MDLZ
MONDELEZ INTL INC
+$255.9K
3,771
清仓
D
DOMINION ENERGY INC
-$249.4K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$247.6K
5,158
增持
PGR
PROGRESSIVE CORP
+$241.3K
3,583
+11%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$240.7K
0
-100%
建仓
EBAY
EBAY INC.
+$238.1K
3,516
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$237.0K
3,327
+47%
增持
VZ
VERIZON COMMUNICATIONS INC
+$235.4K
18,327
+23%
增持
CSCO
CISCO SYS INC
+$235.4K
41,357
+6%
建仓
PPL
PPL CORP
+$235.4K
6,518
建仓
EXPE
EXPEDIA GROUP INC
+$235.0K
1,398
清仓
MET
METLIFE INC
-$234.5K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$233.0K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$232.5K
0
-100%
减持
OKE
ONEOK INC NEW
-$231.7K
7,253
-23%
清仓
SYF
SYNCHRONY FINANCIAL
-$231.2K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$230.4K
1,589
+27%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$227.7K
858
+4%
增持
ITOT
ISHARES TR
+$225.1K
29,270
+13%
清仓
MAR
MARRIOTT INTL INC NEW
-$224.3K
0
-100%
建仓
DASH
DOORDASH INC
+$222.0K
1,215
建仓
DVN
DEVON ENERGY CORP NEW
+$221.8K
5,930
清仓
PRU
PRUDENTIAL FINL INC
-$218.5K
0
-100%
增持
BX
BLACKSTONE INC
-$218.0K
7,609
+2%
建仓
SONY
SONY GROUP CORP
+$217.2K
8,556
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$215.0K
6,297
增持
CPRT
COPART INC
-$214.1K
286,463
+0%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$213.7K
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$211.4K
2,916
清仓
SJM
SMUCKER J M CO
-$210.2K
0
-100%
建仓
KEY
KEYCORP
+$209.5K
13,101
增持
NEM
NEWMONT CORP
+$209.1K
8,879
+50%
减持
LMT
LOCKHEED MARTIN CORP
-$206.5K
1,151
-22%
清仓
APO
APOLLO GLOBAL MGMT INC
-$206.3K
0
-100%
建仓
URI
UNITED RENTALS INC
+$205.0K
327
清仓
CNC
CENTENE CORP DEL
-$204.7K
0
-100%
清仓
PWR
QUANTA SVCS INC
-$203.9K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$202.9K
979
清仓
AEE
AMEREN CORP
-$202.7K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$201.6K
1,601
-15%
清仓
PNW
PINNACLE WEST CAP CORP
-$201.2K
0
-100%
建仓
WDAY
WORKDAY INC
+$201.1K
861
清仓
LNT
ALLIANT ENERGY CORP
-$200.3K
0
-100%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$200.1K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$196.6K
11,020
-3%
减持
NKE
NIKE INC
-$192.4K
3,240
-38%
增持
VTI
VANGUARD INDEX FDS
-$192.2K
397,465
+5%
增持
GILD
GILEAD SCIENCES INC
+$190.1K
6,735
+10%
增持
WELL
WELLTOWER INC
+$190.0K
4,437
+14%
减持
VBK
VANGUARD INDEX FDS
-$188.1K
5,638
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$181.1K
2,630
+23%
增持
PG
PROCTER AND GAMBLE CO
+$174.3K
16,667
+5%
增持
FTNT
FORTINET INC
+$169.8K
68,946
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$166.5K
1,942
+33%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$162.8K
10,549
增持
AGG
ISHARES TR
+$159.5K
14,654
+10%
