13FBOX
Sage Investment Advisers LLC · 13F 持仓分析
期权收益计算器 机构排行

Sage Investment Advisers LLC

No.8172 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.49亿
环比变动 Q1 2026
+$1,362.8万+10.1%
持仓股票数
98
新买入
11
加仓
36
减仓
40
清仓
2
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
14.32%13.31%$2,128.7万3.1万股$1,797.7万3.0万股+1,146股+3.84%加仓
IiShares黄金信托IAU
4.81%5.36%$715.3万9.5万股$723.8万8.1万股+1.4万股+17.38%加仓
V先锋领航STAR基金VXUS
3.97%3.59%$590.4万6.9万股$484.7万6.2万股+6,928股+11.15%加仓
VisaV
3.64%3.56%$541.7万1.6万股$480.1万1.6万股-296股-1.84%减仓
V先锋领航债券指数基金BSV
3.48%2.87%$517.9万6.6万股$387.2万5.0万股+1.7万股+34.16%加仓
V先锋领航·TOTALBND
2.82%3.03%$420.0万5.7万股$409.7万5.6万股+1,401股+2.51%加仓
IiShares安硕·S&PIVE
2.79%2.75%$414.3万1.8万股$371.1万1.8万股+699股+3.98%加仓
摩根大通JPM
2.67%2.65%$397.5万1.2万股$357.4万1.2万股+43股+0.36%加仓
雪佛龙CVX
2.57%3.54%$382.7万2.3万股$478.5万2.4万股-1,151股-4.75%减仓
IIBMIBM
2.54%2.44%$377.4万1.3万股$329.0万1.4万股-114股-0.84%减仓
I景顺QQQ信托VOO
2.5%2.45%$371.6万5,046股$330.7万5,659股-613股-10.83%减仓
SSPDR黄金信托GLD
2.31%2.9%$343.8万9,334股$391.1万8,933股+401股+4.49%加仓
IiShares安硕信托LQD
2.28%2.92%$338.6万3.1万股$394.9万3.6万股-5,291股-14.56%减仓
IiShares安硕信托IVW
2.25%2.3%$334.7万2.4万股$310.4万2.7万股-2,749股-10.15%减仓
S嘉信策略信托SCHD
2.23%2.39%$331.0万10.4万股$322.2万10.6万股-1,235股-1.17%减仓
AAlphabet Inc Class CGOOG
2.12%1.98%$315.1万8,917股$267.0万9,053股-136股-1.50%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.92%1.89%$285.6万1.2万股$254.8万1.2万股+254股+2.15%加仓
苹果AAPL
1.76%1.72%$261.6万9,040股$231.8万9,067股-27股-0.30%减仓
SSPDR道富系列信托SJNK
1.6%1.36%$237.5万9.5万股$183.9万7.4万股+2.1万股+28.36%加仓
马丁玛丽埃塔MLM
1.58%1.81%$235.6万4,085股$244.7万4,085股00.00%持仓不变
IiShares安硕·DOW JONES U.S. ETFIYY
1.48%1.43%$220.7万1.2万股$193.0万1.2万股+16股+0.13%加仓
洛克希德马丁LMT
1.44%1.3%$214.2万4,205股$175.4万2,840股+1,365股+48.06%加仓
谷歌AGOOGL
1.27%1.12%$189.0万5,288股$151.6万5,096股+192股+3.77%加仓
CHURCHILL DOWNSCHDN
1.2%1.33%$177.8万2.0万股$179.9万2.0万股-350股-1.73%减仓
波音BA
1.17%1.28%$174.2万8,049股$173.0万8,344股-295股-3.54%减仓
IiShares安硕信托PFF
1.14%0.77%$169.5万5.6万股$104.5万3.4万股+2.1万股+61.63%加仓
WASTE MGMT DELWM
1.03%1.17%$152.4万6,839股$158.5万6,863股-24股-0.35%减仓
V先锋领航白厅基金VYM
1.01%1.08%$150.8万9,541股$146.2万9,884股-343股-3.47%减仓
迪尔DE
0.93%0.93%$138.9万2,190股$125.0万2,190股00.00%持仓不变
SSPDR标普500 ETFSPY
0.91%0.88%$136.0万1,821股$119.2万1,819股+2股+0.11%加仓
强生JNJ
0.86%0.91%$128.2万5,046股$123.0万5,038股+8股+0.16%加仓
派克汉尼汾PH
0.86%0.81%$127.7万1,306股$109.1万1,185股+121股+10.21%加仓
微软MSFT
0.84%0.89%$125.2万3,357股$120.2万3,254股+103股+3.17%加仓
G通用动力VTI
0.81%0.83%$120.2万3,249股$112.1万3,469股-220股-6.34%减仓
联合太平洋铁路UNP
0.8%0.78%$119.4万4,390股$104.8万4,310股+80股+1.86%加仓
伊顿ETN
0.79%$118.0万2,770股$00股+2,770股新买入
联邦快递FDX
0.77%1.05%$114.6万3,660股$142.3万3,960股-300股-7.58%减仓
IiShares安硕信托EMB
0.76%0.3%$113.5万1.2万股$40.9万4,354股+7,411股+170.21%加仓
CSX铁路CSX
0.68%0.7%$100.6万2.1万股$94.8万2.3万股-1,697股-7.42%减仓
SPROTT INC COM NEWSII
0.66%0.95%$97.5万8,675股$128.8万8,775股-100股-1.14%减仓
伯克希尔哈撒韦BRK.B
0.64%0.67%$95.7万1,913股$90.2万1,885股+28股+1.49%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.59%0.92%$87.8万3.6万股$123.6万5.1万股-1.5万股-28.79%减仓
EESPEY MFG &ELECTRONICS CORPESP
0.55%0.61%$82.5万1.2万股$82.3万1.4万股-2,196股-15.21%减仓
英伟达NVDA
0.52%0.54%$77.1万3,854股$72.3万4,112股-258股-6.27%减仓
家得宝HD
0.48%0.35%$70.7万2,006股$47.1万1,431股+575股+40.18%加仓
CARRIER GLOBALCARR
0.47%0.4%$70.4万9,600股$54.1万9,500股+100股+1.05%加仓
NORFOLK SOUTHN COMNSC
0.46%0.48%$68.7万2,185股$64.1万2,235股-50股-2.24%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.46%0.4%$68.3万7,775股$54.1万1,455股+6,320股+434.36%加仓
麦当劳MCD
0.46%0.21%$67.7万2,504股$27.7万902股+1,602股+177.61%加仓
C花旗集团C
0.41%0.37%$60.4万4,318股$49.8万4,318股00.00%持仓不变

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