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 |
|---|---|---|---|---|---|---|---|---|
| GNR | SPDR INDEX SHS FDS | $70.78万 | 0.04% | 10,516 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $72.90万 | 0.04% | 11,338 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $73.23万 | 0.05% | 4,634 | 454 | 10.9% | $7.17万 | 加仓 |
| SSO | PROSHARES TR | $73.47万 | 0.05% | 10,904 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $76.07万 | 0.05% | 2,532 | -1,171 | -31.6% | -$35.18万 | 减仓 |
| BX | BLACKSTONE INC | $76.45万 | 0.05% | 6,497 | 411 | 6.8% | $4.84万 | 加仓 |
| QCOM | QUALCOMM INC | $77.11万 | 0.05% | 4,173 | -2,500 | -37.5% | -$46.20万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $79.57万 | 0.05% | 16,805 | -710 | -4.1% | -$3.36万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $79.68万 | 0.05% | 28,767 | 474 | 1.7% | $1.31万 | 加仓 |
| CSCO | CISCO SYS INC | $79.84万 | 0.05% | 6,797 | 257 | 3.9% | $3.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $80.31万 | 0.05% | 8,764 | 2,037 | 30.3% | $18.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.55万 | 0.05% | 3,211 | 278 | 9.5% | $7.06万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $83.19万 | 0.05% | 12,313 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $83.37万 | 0.05% | 1,905 | 81 | 4.4% | $3.54万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $83.66万 | 0.05% | 40,258 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $83.70万 | 0.05% | 1,190 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $84.30万 | 0.05% | 9,697 | 1,910 | 24.5% | $16.60万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $86.82万 | 0.05% | 65,229 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $90.50万 | 0.06% | 11,927 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $91.88万 | 0.06% | 3,217 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $94.64万 | 0.06% | 12,635 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $98.74万 | 0.06% | 17,386 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $98.92万 | 0.06% | 10,562 | -175 | -1.6% | -$1.64万 | 减仓 |
| PAVE | GLOBAL X FDS | $98.94万 | 0.06% | 16,793 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $102.94万 | 0.06% | 10,672 | -80 | -0.7% | -$7,717 | 减仓 |
| AGNC | AGNC INVT CORP | $103.23万 | 0.06% | 94,702 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $110.05万 | 0.07% | 13,857 | -23,559 | -63.0% | -$187.11万 | 减仓 |
| GLD | SPDR GOLD TR | $110.29万 | 0.07% | 2,994 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $110.30万 | 0.07% | 23,957 | -9,123 | -27.6% | -$42.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $113.01万 | 0.07% | 4,776 | 352 | 8.0% | $8.33万 | 加仓 |
| PTLC | PACER FDS TR | $113.70万 | 0.07% | 19,516 | 19,516 | — | $113.70万 | 新建仓 |
| MRK | MERCK & CO INC | $116.91万 | 0.07% | 9,098 | 880 | 10.7% | $11.31万 | 加仓 |
| AGG | ISHARES TR | $122.00万 | 0.08% | 12,326 | 1 | 0.0% | $99 | 加仓 |
| CAT | CATERPILLAR INC | $122.52万 | 0.08% | 1,151 | 672 | 140.3% | $71.53万 | 加仓 |
| ACWI | ISHARES TR | $122.75万 | 0.08% | 7,820 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $130.19万 | 0.08% | 3,053 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $130.69万 | 0.08% | 11,539 | 2,045 | 21.5% | $23.16万 | 加仓 |
| SDY | SPDR SERIES TRUST | $136.74万 | 0.08% | 8,985 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $140.90万 | 0.09% | 42,325 | 7,786 | 22.5% | $25.92万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $145.93万 | 0.09% | 19,283 | -2,485 | -11.4% | -$18.81万 | 减仓 |
| IVW | ISHARES TR | $150.58万 | 0.09% | 10,949 | -959 | -8.1% | -$13.19万 | 减仓 |
| V | VISA INC | $152.84万 | 0.09% | 4,455 | 1,265 | 39.7% | $43.40万 | 加仓 |
| RY | ROYAL BK CDA | $155.85万 | 0.10% | 7,530 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $162.79万 | 0.10% | 14,756 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $174.63万 | 0.11% | 42,634 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $183.19万 | 0.11% | 257,283 | 257,283 | — | $183.19万 | 新建仓 |
| IDEV | ISHARES TR | $184.13万 | 0.11% | 20,686 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $185.00万 | 0.11% | 61,320 | 61,320 | — | $185.00万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $185.01万 | 0.11% | 20,591 | -7,721 | -27.3% | -$69.37万 | 减仓 |
| LLY | ELI LILLY & CO | $185.91万 | 0.11% | 1,550 | 464 | 42.7% | $55.65万 | 加仓 |
| ESGU | ISHARES TR | $187.83万 | 0.12% | 11,476 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $199.98万 | 0.12% | 8,249 | -72 | -0.9% | -$1.75万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $200.56万 | 0.12% | 5,484 | -234 | -4.1% | -$8.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $208.57万 | 0.13% | 53,769 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $213.13万 | 0.13% | 20,517 | -970 | -4.5% | -$10.08万 | 减仓 |
| SHM | SPDR SERIES TRUST | $216.34万 | 0.13% | 45,104 | 10,288 | 29.5% | $49.35万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.14% | 3 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $237.69万 | 0.15% | 47,171 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $238.78万 | 0.15% | 44,203 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $247.41万 | 0.15% | 7,194 | 2 | 0.0% | $688 | 加仓 |
| IAU | ISHARES GOLD TR | $251.47万 | 0.15% | 33,303 | 550 | 1.7% | $4.15万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $262.06万 | 0.16% | 10,785 | -1 | -0.0% | -$243 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $272.19万 | 0.17% | 80,435 | -5,618 | -6.5% | -$19.01万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $283.53万 | 0.17% | 5,937 | 1,889 | 46.7% | $90.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $286.22万 | 0.18% | 64,523 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $305.09万 | 0.19% | 6,097 | 480 | 8.5% | $24.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $330.90万 | 0.20% | 8,871 | 2,850 | 47.3% | $106.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $338.88万 | 0.21% | 16,937 | 7,574 | 80.9% | $151.54万 | 加仓 |
| META | META PLATFORMS INC | $339.80万 | 0.21% | 6,033 | 742 | 14.0% | $41.79万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $344.01万 | 0.21% | 18,958 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $391.38万 | 0.24% | 38,878 | 2,123 | 5.8% | $21.37万 | 加仓 |
| TBIL | RBB FD INC | $393.51万 | 0.24% | 78,922 | 46,719 | 145.1% | $232.94万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $406.52万 | 0.25% | 38,239 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $421.11万 | 0.26% | 106,502 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $434.83万 | 0.27% | 51,920 | 17 | 0.0% | $1,424 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $477.98万 | 0.29% | 353,274 | -64,788 | -15.5% | -$87.66万 | 减仓 |
| IEFA | ISHARES TR | $479.12万 | 0.29% | 49,608 | 2,131 | 4.5% | $20.58万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $479.30万 | 0.29% | 37,501 | -602 | -1.6% | -$7.69万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $485.65万 | 0.30% | 50,581 | 1,019 | 2.1% | $9.78万 | 加仓 |
| AMZN | AMAZON COM INC | $500.78万 | 0.31% | 21,011 | 3,132 | 17.5% | $74.65万 | 加仓 |
| IJR | ISHARES TR | $505.33万 | 0.31% | 34,072 | 587 | 1.8% | $8.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $506.00万 | 0.31% | 62,803 | 3 | 0.0% | $242 | 加仓 |
| GOOGL | ALPHABET INC | $592.79万 | 0.36% | 16,663 | 8,686 | 108.9% | $309.01万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $637.34万 | 0.39% | 104,090 | -1,774 | -1.7% | -$10.86万 | 减仓 |
| CPRT | COPART INC | $638.51万 | 0.39% | 226,504 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $638.77万 | 0.39% | 9,739 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $652.46万 | 0.40% | 29,939 | 402 | 1.4% | $8.76万 | 加仓 |
| FTNT | FORTINET INC | $653.30万 | 0.40% | 42,527 | 227 | 0.5% | $3.49万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $674.53万 | 0.41% | 133,358 | -37,034 | -21.7% | -$187.32万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $735.28万 | 0.45% | 249,841 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $783.62万 | 0.48% | 19,136 | -71 | -0.4% | -$2.91万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $792.64万 | 0.49% | 155,404 | 29,164 | 23.1% | $148.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $798.71万 | 0.49% | 10,846 | 31 | 0.3% | $2.28万 | 加仓 |
| IWF | ISHARES TR | $822.50万 | 0.51% | 66,240 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $937.91万 | 0.58% | 12,524 | 725 | 6.1% | $54.29万 | 加仓 |
| TSLA | TESLA INC | $949.76万 | 0.58% | 22,581 | 707 | 3.2% | $29.74万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $951.00万 | 0.58% | 163,403 | 6,080 | 3.9% | $35.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $990.09万 | 0.61% | 30,247 | 522 | 1.8% | $17.09万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,040.66万 | 0.64% | 151,832 | 31,032 | 25.7% | $212.69万 | 加仓 |
| AAPL | APPLE INC | $1,094.64万 | 0.67% | 37,830 | 4,968 | 15.1% | $143.75万 | 加仓 |