Sage Capital Advisors,llc
SIOUX FALLS SD · SEC CIK 0001714107
$4.31亿2026Q1 申报市值
129持仓数
35.7%前十大占比 · 第一大 8.6%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MOS 新建仓+$919.70万
AMGN 新建仓+$527.54万
VRT 新建仓+$486.93万
AVGO 新建仓+$460.45万
UNP 加仓+$263.93万
2026Q1 卖出最多 按季末市值估算
FDX 减仓-$601.03万
HSY 清仓-$321.26万
GPN 清仓-$214.39万
MSFT 减仓-$141.44万
NVDA 减仓-$137.57万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -17,654 | -100.0% | -$321.26万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -27,699 | -100.0% | -$214.39万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -22,776 | -100.0% | -$132.96万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -3,736 | -100.0% | -$51.16万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,191 | -100.0% | -$37.56万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,891 | -100.0% | -$26.50万 | 清仓 |
| OXLC | OXFORD LANE CAP CORP | $0 | 0.00% | 0 | -15,167 | -100.0% | -$22.20万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.67万 | 0.02% | 20,895 | -815 | -3.8% | -$3,774 | 减仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $12.55万 | 0.03% | 11,358 | 11,358 | — | $12.55万 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY I | $17.32万 | 0.04% | 46,076 | 4,906 | 11.9% | $1.84万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $22.27万 | 0.05% | 5,236 | 5,236 | — | $22.27万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.90万 | 0.05% | 6,839 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $23.68万 | 0.05% | 5,452 | -2 | -0.0% | -$87 | 减仓 |
| ICF | ISHARES TR | $24.11万 | 0.06% | 3,895 | 74 | 1.9% | $4,580 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.29万 | 0.06% | 1,340 | -22 | -1.6% | -$4,317 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.01万 | 0.06% | 2,025 | 2 | 0.1% | $277 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.32万 | 0.07% | 3,673 | 403 | 12.3% | $3.11万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $28.52万 | 0.07% | 12,132 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $28.57万 | 0.07% | 51,482 | 3,523 | 7.3% | $1.96万 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $29.47万 | 0.07% | 74,055 | 4,137 | 5.9% | $1.65万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $30.51万 | 0.07% | 5,575 | -925 | -14.2% | -$5.06万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $30.82万 | 0.07% | 28,460 | 1,387 | 5.1% | $1.50万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $30.87万 | 0.07% | 19,927 | 874 | 4.6% | $1.35万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $33.10万 | 0.08% | 43,899 | 1,706 | 4.0% | $1.29万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $34.31万 | 0.08% | 19,288 | 1,445 | 8.1% | $2.57万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $34.34万 | 0.08% | 7,756 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.23万 | 0.08% | 7,339 | -299 | -3.9% | -$1.48万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $38.27万 | 0.09% | 22,369 | 2,178 | 10.8% | $3.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.52万 | 0.09% | 12,946 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $40.21万 | 0.09% | 18,370 | 756 | 4.3% | $1.65万 | 加仓 |
| EFAV | ISHARES TR | $40.32万 | 0.09% | 4,413 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $42.01万 | 0.10% | 1,130 | 43 | 4.0% | $1.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $44.21万 | 0.10% | 4,935 | 30 | 0.6% | $2,688 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $44.23万 | 0.10% | 4,059 | 1 | 0.0% | $109 | 加仓 |
| DVY | ISHARES TR | $44.35万 | 0.10% | 2,929 | 22 | 0.8% | $3,331 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $45.27万 | 0.10% | 9,450 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.31万 | 0.11% | 6,391 | 45 | 0.7% | $3,261 | 加仓 |
| USMV | ISHARES TR | $47.93万 | 0.11% | 5,168 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $48.75万 | 0.11% | 8,584 | -49 | -0.6% | -$2,783 | 减仓 |
| BAC | BANK AMERICA CORP | $49.24万 | 0.11% | 10,100 | 70 | 0.7% | $3,413 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $49.64万 | 0.12% | 1,112 | 8 | 0.7% | $3,571 | 加仓 |
| XAR | SPDR SERIES TRUST | $50.80万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $51.43万 | 0.12% | 1,748 | 6 | 0.3% | $1,765 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.58万 | 0.12% | 1,585 | 16 | 1.0% | $5,409 | 加仓 |
| MO | ALTRIA GROUP INC | $54.25万 | 0.13% | 8,220 | -690 | -7.7% | -$4.55万 | 减仓 |
| SNA | SNAP ON INC | $54.48万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $54.92万 | 0.13% | 10,559 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $56.04万 | 0.13% | 2,920 | -106 | -3.5% | -$2.03万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $56.95万 | 0.13% | 1,200 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $57.11万 | 0.13% | 9,554 | -3,271 | -25.5% | -$19.55万 | 减仓 |
| EFA | ISHARES TR | $67.44万 | 0.16% | 6,943 | -5 | -0.1% | -$486 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $68.00万 | 0.16% | 12,580 | -134 | -1.1% | -$7,243 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $69.51万 | 0.16% | 1,501 | 6 | 0.4% | $2,778 | 加仓 |
| — | VANGUARD WORLD FD | $69.62万 | 0.16% | 8,553 | 8,553 | — | $69.62万 | 新建仓 |
| V | VISA INC | $69.94万 | 0.16% | 2,314 | 6 | 0.3% | $1,814 | 加仓 |
| VXF | VANGUARD INDEX FDS | $72.59万 | 0.17% | 3,527 | -58 | -1.6% | -$1.19万 | 减仓 |
| — | SIREN ETF TR | $77.69万 | 0.18% | 10,129 | 2 | 0.0% | $153 | 加仓 |
| EWJ | ISHARES INC | $82.38万 | 0.19% | 9,756 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $86.51万 | 0.20% | 12,811 | 29 | 0.2% | $1,958 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $91.25万 | 0.21% | 9,683 | 1,035 | 12.0% | $9.75万 | 加仓 |
| MKL | MARKEL GROUP INC | $95.70万 | 0.22% | 500 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $99.39万 | 0.23% | 2,942 | 43 | 1.5% | $1.45万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $102.53万 | 0.24% | 12,934 | 2 | 0.0% | $159 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $105.82万 | 0.25% | 11,703 | 1 | 0.0% | $90 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.20万 | 0.25% | 5,031 | -386 | -7.1% | -$8.30万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $111.80万 | 0.26% | 22,373 | 34 | 0.2% | $1,699 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $112.43万 | 0.26% | 13,640 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $116.40万 | 0.27% | 2,034 | 19 | 0.9% | $1.09万 | 加仓 |
| IYT | ISHARES TR | $118.96万 | 0.28% | 15,946 | 53 | 0.3% | $3,954 | 加仓 |
| GOOG | ALPHABET INC | $121.00万 | 0.28% | 4,218 | 26 | 0.6% | $7,459 | 加仓 |
| MMM | 3M CO | $124.61万 | 0.29% | 8,580 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $133.41万 | 0.31% | 26,513 | 26,513 | — | $133.41万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $134.11万 | 0.31% | 4,180 | 146 | 3.6% | $4.68万 | 加仓 |
| WRB | BERKLEY W R CORP | $135.99万 | 0.32% | 20,518 | 4 | 0.0% | $265 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $141.56万 | 0.33% | 9,559 | 1,001 | 11.7% | $14.82万 | 加仓 |
| ADBE | ADOBE INC | $146.24万 | 0.34% | 6,016 | 52 | 0.9% | $1.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $153.04万 | 0.35% | 2,652 | 3 | 0.1% | $1,731 | 加仓 |
| IWR | ISHARES TR | $171.36万 | 0.40% | 17,624 | 11 | 0.1% | $1,070 | 加仓 |
| CB | CHUBB LTD SWITZ | $184.64万 | 0.43% | 5,665 | 5,665 | — | $184.64万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $189.97万 | 0.44% | 20,219 | 25 | 0.1% | $2,349 | 加仓 |
| IWM | ISHARES TR | $196.41万 | 0.46% | 7,920 | -1,167 | -12.8% | -$28.94万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $196.96万 | 0.46% | 24,026 | 93 | 0.4% | $7,624 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $211.24万 | 0.49% | 54,573 | -548 | -1.0% | -$2.12万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $217.61万 | 0.50% | 42,023 | -410 | -1.0% | -$2.12万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $229.40万 | 0.53% | 106,499 | -1,087 | -1.0% | -$2.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $235.41万 | 0.55% | 36,737 | -412 | -1.1% | -$2.64万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $237.98万 | 0.55% | 70,411 | -641 | -0.9% | -$2.17万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $241.74万 | 0.56% | 34,019 | 272 | 0.8% | $1.93万 | 加仓 |
| QCOM | QUALCOMM INC | $258.85万 | 0.60% | 20,100 | 2 | 0.0% | $258 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $267.26万 | 0.62% | 5,577 | -30 | -0.5% | -$1.44万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $269.13万 | 0.62% | 61,794 | -457 | -0.7% | -$1.99万 | 减仓 |
| ORCL | ORACLE CORP | $272.48万 | 0.63% | 18,523 | 9 | 0.0% | $1,324 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $277.61万 | 0.64% | 60,495 | 251 | 0.4% | $1.15万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $311.54万 | 0.72% | 78,179 | -263 | -0.3% | -$1.05万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $336.66万 | 0.78% | 66,226 | -5,194 | -7.3% | -$26.40万 | 减仓 |
| ONON | ON HLDG AG | $340.78万 | 0.79% | 100,170 | -259 | -0.3% | -$8,811 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $368.39万 | 0.85% | 18,109 | 1 | 0.0% | $203 | 加仓 |
| VOO | VANGUARD INDEX FDS | $410.57万 | 0.95% | 6,871 | -60 | -0.9% | -$3.59万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $433.42万 | 1.01% | 14,920 | -36 | -0.2% | -$1.05万 | 减仓 |