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 |
|---|---|---|---|---|---|---|---|---|
| DNOV | FIRST TR EXCHNG TRADED FD VI | $45.27万 | 0.10% | 9,450 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $44.35万 | 0.10% | 2,929 | 22 | 0.8% | $3,331 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $44.23万 | 0.10% | 4,059 | 1 | 0.0% | $109 | 加仓 |
| SBUX | STARBUCKS CORP | $44.21万 | 0.10% | 4,935 | 30 | 0.6% | $2,688 | 加仓 |
| TSLA | TESLA INC | $42.01万 | 0.10% | 1,130 | 43 | 4.0% | $1.60万 | 加仓 |
| EFAV | ISHARES TR | $40.32万 | 0.09% | 4,413 | 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 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.52万 | 0.09% | 12,946 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $38.27万 | 0.09% | 22,369 | 2,178 | 10.8% | $3.73万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $36.23万 | 0.08% | 7,339 | -299 | -3.9% | -$1.48万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $34.34万 | 0.08% | 7,756 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $34.31万 | 0.08% | 19,288 | 1,445 | 8.1% | $2.57万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $33.10万 | 0.08% | 43,899 | 1,706 | 4.0% | $1.29万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $30.87万 | 0.07% | 19,927 | 874 | 4.6% | $1.35万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $30.82万 | 0.07% | 28,460 | 1,387 | 5.1% | $1.50万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $30.51万 | 0.07% | 5,575 | -925 | -14.2% | -$5.06万 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $29.47万 | 0.07% | 74,055 | 4,137 | 5.9% | $1.65万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $28.57万 | 0.07% | 51,482 | 3,523 | 7.3% | $1.96万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $28.52万 | 0.07% | 12,132 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $28.32万 | 0.07% | 3,673 | 403 | 12.3% | $3.11万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.01万 | 0.06% | 2,025 | 2 | 0.1% | $277 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.29万 | 0.06% | 1,340 | -22 | -1.6% | -$4,317 | 减仓 |
| ICF | ISHARES TR | $24.11万 | 0.06% | 3,895 | 74 | 1.9% | $4,580 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $23.68万 | 0.05% | 5,452 | -2 | -0.0% | -$87 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.90万 | 0.05% | 6,839 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $22.27万 | 0.05% | 5,236 | 5,236 | — | $22.27万 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY I | $17.32万 | 0.04% | 46,076 | 4,906 | 11.9% | $1.84万 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $12.55万 | 0.03% | 11,358 | 11,358 | — | $12.55万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.67万 | 0.02% | 20,895 | -815 | -3.8% | -$3,774 | 减仓 |
| 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 |