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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $1,282.09万 | 0.79% | 42,317 | 131 | 0.3% | $3.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,302.90万 | 0.80% | 151,254 | 2,814 | 1.9% | $24.24万 | 加仓 |
| AVGO | BROADCOM INC | $1,303.62万 | 0.80% | 34,510 | 1,539 | 4.7% | $58.14万 | 加仓 |
| ITOT | ISHARES TR | $1,314.72万 | 0.81% | 80,034 | 385 | 0.5% | $6.32万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,338.34万 | 0.82% | 44,152 | 141 | 0.3% | $4.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,394.00万 | 0.86% | 18,667 | -316 | -1.7% | -$23.60万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,441.87万 | 0.89% | 160,030 | 8,187 | 5.4% | $73.76万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,809.28万 | 1.11% | 211,636 | 4,883 | 2.4% | $41.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,840.80万 | 1.13% | 154,016 | 200 | 0.1% | $2.39万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,838.21万 | 1.75% | 556,512 | 9,946 | 1.8% | $50.72万 | 加仓 |
| QUS | SPDR SERIES TRUST | $3,105.56万 | 1.91% | 166,196 | -1,826 | -1.1% | -$34.12万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $3,222.78万 | 1.98% | 716,333 | 103,987 | 17.0% | $467.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,431.77万 | 2.73% | 622,002 | 60,316 | 10.7% | $429.75万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,582.48万 | 2.82% | 776,955 | 63,119 | 8.8% | $372.28万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $4,931.96万 | 3.03% | 3,829,164 | 72,893 | 1.9% | $93.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,084.18万 | 3.13% | 74,026 | -7,720 | -9.4% | -$530.22万 | 减仓 |
| IQLT | ISHARES TR | $8,457.29万 | 5.20% | 1,706,820 | 79,088 | 4.9% | $391.88万 | 加仓 |
| QUAL | ISHARES TR | $1.26亿 | 7.77% | 575,644 | -1,958 | -0.3% | -$42.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.60亿 | 9.84% | 432,445 | 14,331 | 3.4% | $530.30万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2.10亿 | 12.94% | 2,910,657 | -56,420 | -1.9% | -$407.80万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2.83亿 | 17.38% | 5,596,571 | 425,806 | 8.2% | $2,149.89万 | 加仓 |