Sage Mountain Advisors LLC
ATLANTA GA · SEC CIK 0001832274
$16.26亿2026Q2 申报市值
304持仓数
66.8%前十大占比 · 第一大 17.4%
21 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JAAA 加仓+$2,149.89万
VTI 加仓+$530.30万
JMBS 加仓+$467.84万
VEA 加仓+$429.75万
IQLT 加仓+$391.88万
2026Q2 卖出最多 按季末市值估算
MU 重新持有-$867.22万
VOO 减仓-$530.22万
AMAT 重新持有-$481.01万
LRCX 重新持有-$474.77万
JQUA 减仓-$407.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $20.12万 | 0.01% | 1,833 | 1,833 | — | $20.12万 | 新建仓 |
| SHEL | SHELL PLC | $20.15万 | 0.01% | 2,599 | -5,700 | -68.7% | -$44.20万 | 重新持有 |
| IWN | ISHARES TR | $20.46万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES TR | $20.50万 | 0.01% | 4,087 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $20.50万 | 0.01% | 1,000 | -50 | -4.8% | -$1.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.62万 | 0.01% | 1,767 | -12,962 | -88.0% | -$151.23万 | 重新持有 |
| VIOV | VANGUARD ADMIRAL FDS INC | $20.67万 | 0.01% | 1,762 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.99万 | 0.01% | 1,432 | -13,670 | -90.5% | -$200.33万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $21.11万 | 0.01% | 1,108 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $21.17万 | 0.01% | 1,246 | -6,852 | -84.6% | -$116.40万 | 重新持有 |
| SUB | ISHARES TR | $21.29万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $21.55万 | 0.01% | 1,506 | -87 | -5.5% | -$1.24万 | 减仓 |
| APH | AMPHENOL CORP | $21.90万 | 0.01% | 1,242 | -11,797 | -90.5% | -$208.00万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $22.02万 | 0.01% | 1,363 | 1,363 | — | $22.02万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.15万 | 0.01% | 1,099 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $22.25万 | 0.01% | 5,153 | 456 | 9.7% | $1.97万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $22.44万 | 0.01% | 3,040 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $23.02万 | 0.01% | 4,294 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $23.22万 | 0.01% | 1,240 | 1,240 | — | $23.22万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $23.31万 | 0.01% | 2,652 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $24.22万 | 0.01% | 4,861 | 282 | 6.2% | $1.40万 | 加仓 |
| NUSC | NUSHARES ETF TR | $24.63万 | 0.02% | 4,725 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $24.93万 | 0.02% | 731 | -3,332 | -82.0% | -$113.63万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.53万 | 0.02% | 3,090 | 1,206 | 64.0% | $9.96万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $25.61万 | 0.02% | 4,318 | 4,318 | — | $25.61万 | 新建仓 |
| HYG | ISHARES TR | $25.97万 | 0.02% | 3,247 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $26.19万 | 0.02% | 4,664 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $26.24万 | 0.02% | 3,654 | 3,654 | — | $26.24万 | 新建仓 |
| POOL | POOL CORP | $26.86万 | 0.02% | 1,250 | 1,250 | — | $26.86万 | 新建仓 |
| RTX | RTX CORPORATION | $27.06万 | 0.02% | 1,426 | -9,607 | -87.1% | -$182.27万 | 重新持有 |
| GEV | GE VERNOVA INC | $27.26万 | 0.02% | 232 | -1,848 | -88.8% | -$217.11万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $27.54万 | 0.02% | 5,186 | -4,819 | -48.2% | -$25.59万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.98万 | 0.02% | 5,481 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.25万 | 0.02% | 756 | -6,438 | -89.5% | -$240.61万 | 重新持有 |
| AMGN | AMGEN INC | $28.61万 | 0.02% | 790 | 117 | 17.4% | $4.24万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $28.74万 | 0.02% | 7,067 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $29.52万 | 0.02% | 217 | -151 | -41.0% | -$20.54万 | 减仓 |
| — | CHICAGO ATLANTIC BDC INC | $30.09万 | 0.02% | 30,797 | -184,779 | -85.7% | -$180.53万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $30.13万 | 0.02% | 2,984 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $30.32万 | 0.02% | 1,842 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $30.57万 | 0.02% | 2,763 | -3,797 | -57.9% | -$42.01万 | 重新持有 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $31.85万 | 0.02% | 9,201 | 9,201 | — | $31.85万 | 新建仓 |
| MUB | ISHARES TR | $32.10万 | 0.02% | 2,983 | -1,687 | -36.1% | -$18.16万 | 减仓 |
| ESGE | ISHARES INC | $32.14万 | 0.02% | 5,876 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $32.32万 | 0.02% | 978 | 78 | 8.7% | $2.58万 | 加仓 |
| VOTE | TCW ETF TRUST | $32.54万 | 0.02% | 3,691 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $32.95万 | 0.02% | 641 | -5,580 | -89.7% | -$286.80万 | 重新持有 |
| VIOO | VANGUARD ADMIRAL FDS INC | $33.12万 | 0.02% | 2,408 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $33.19万 | 0.02% | 779 | 91 | 13.2% | $3.88万 | 加仓 |
| — | EXXON MOBIL CORP | $33.59万 | 0.02% | 2,457 | 22 | 0.9% | $3,007 | 加仓 |
| IUSG | ISHARES TR | $33.74万 | 0.02% | 1,794 | 285 | 18.9% | $5.36万 | 加仓 |
| TJX | TJX COS INC NEW | $34.36万 | 0.02% | 2,268 | 906 | 66.5% | $13.73万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $34.61万 | 0.02% | 13,339 | 3,356 | 33.6% | $8.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.79万 | 0.02% | 344 | 21 | 6.5% | $2.12万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $34.96万 | 0.02% | 4,081 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $34.99万 | 0.02% | 6,792 | -2,720 | -28.6% | -$14.01万 | 减仓 |
| IYW | ISHARES TR | $35.61万 | 0.02% | 1,412 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $36.49万 | 0.02% | 1,350 | -3,903 | -74.3% | -$105.50万 | 重新持有 |
| — | CHICAGO ATLANTIC REAL ESTATE | $36.75万 | 0.02% | 34,284 | -64,446 | -65.3% | -$69.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $37.03万 | 0.02% | 6,204 | -268 | -4.1% | -$1.60万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $37.08万 | 0.02% | 14,164 | -312 | -2.2% | -$8,168 | 重新持有 |
| MGK | VANGUARD WORLD FD | $38.06万 | 0.02% | 4,330 | -750 | -14.8% | -$6.59万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $39.65万 | 0.02% | 8,046 | 8,046 | — | $39.65万 | 新建仓 |
| EFV | ISHARES TR | $39.80万 | 0.02% | 5,199 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.69万 | 0.03% | 7,141 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $41.71万 | 0.03% | 4,755 | -1,099 | -18.8% | -$9.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.04万 | 0.03% | 2,536 | 1,111 | 78.0% | $18.42万 | 加仓 |
| KO | COCA COLA CO | $42.06万 | 0.03% | 5,175 | 2,348 | 83.1% | $19.08万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $42.07万 | 0.03% | 3,226 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $43.00万 | 0.03% | 36,169 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $43.01万 | 0.03% | 4,506 | -550 | -10.9% | -$5.25万 | 减仓 |
| MPC | MARATHON PETE CORP | $43.98万 | 0.03% | 1,720 | -591 | -25.6% | -$15.11万 | 重新持有 |
| NFLX | NETFLIX INC. | $44.60万 | 0.03% | 6,246 | 3,119 | 99.7% | $22.27万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $44.90万 | 0.03% | 12,189 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $45.22万 | 0.03% | 5,201 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $45.29万 | 0.03% | 3,052 | 1,227 | 67.2% | $18.21万 | 加仓 |
| ASML | ASML HLDG NV | $45.39万 | 0.03% | 228 | -473 | -67.5% | -$94.16万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $46.57万 | 0.03% | 7,660 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $47.18万 | 0.03% | 4,388 | -2,992 | -40.5% | -$32.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $47.21万 | 0.03% | 653 | -6,653 | -91.1% | -$481.01万 | 重新持有 |
| ESGD | ISHARES TR | $47.26万 | 0.03% | 4,597 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $48.43万 | 0.03% | 7,682 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.94万 | 0.03% | 2,394 | -51 | -2.1% | -$1.09万 | 减仓 |
| — | EDAP TMS S A | $51.80万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $52.18万 | 0.03% | 3,564 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $53.07万 | 0.03% | 3,801 | -2,950 | -43.7% | -$41.19万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $53.59万 | 0.03% | 4,504 | -284 | -5.9% | -$3.38万 | 减仓 |
| IVE | ISHARES TR | $53.63万 | 0.03% | 2,362 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $55.61万 | 0.03% | 174 | 12 | 7.4% | $3.84万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $56.58万 | 0.03% | 11,744 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $57.33万 | 0.04% | 4,722 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $57.75万 | 0.04% | 1,333 | -10,959 | -89.2% | -$474.77万 | 重新持有 |
| SOXX | ISHARES TR | $58.52万 | 0.04% | 913 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $59.56万 | 0.04% | 5,216 | 1,185 | 29.4% | $13.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $59.68万 | 0.04% | 517 | -7,513 | -93.6% | -$867.22万 | 重新持有 |
| IEMG | ISHARES INC | $62.98万 | 0.04% | 7,602 | -10 | -0.1% | -$828 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $65.11万 | 0.04% | 1,925 | 1,208 | 168.5% | $40.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.39万 | 0.04% | 699 | 139 | 24.8% | $13.00万 | 加仓 |
| HEFA | ISHARES TR | $68.19万 | 0.04% | 14,532 | -2,829 | -16.3% | -$13.28万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $70.27万 | 0.04% | 2,854 | 0 | 0.0% | — | 不变 |