Sage Mountain Advisors LLC
ATLANTA GA · SEC CIK 0001832274
$14.29亿2026Q1 申报市值
281持仓数
67.6%前十大占比 · 第一大 18.2%
12 / 272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
JAAA 加仓+$767.99万
JMBS 加仓+$652.67万
IQLT 加仓+$580.51万
GBDC 加仓+$500.50万
VGIT 加仓+$441.17万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$3,135.43万
AAPL 减仓-$2,972.67万
MSFT 减仓-$2,286.08万
AMZN 减仓-$1,471.95万
GOOGL 减仓-$1,412.59万
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 |
|---|---|---|---|---|---|---|---|---|
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -143,337 | -100.0% | -$1,201.88万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -11,241 | -100.0% | -$386.81万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -16,457 | -100.0% | -$376.02万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -36,204 | -100.0% | -$345.42万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -8,289 | -100.0% | -$273.63万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -8,762 | -100.0% | -$259.55万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -18,074 | -100.0% | -$259.01万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -10,651 | -100.0% | -$228.09万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -23,217 | -100.0% | -$216.38万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -18,045 | -100.0% | -$210.57万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -12,519 | -100.0% | -$200.80万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -15,302 | -100.0% | -$191.72万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -1,689 | -100.0% | -$180.81万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -3,108 | -100.0% | -$180.06万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -22,003 | -100.0% | -$176.64万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -10,982 | -100.0% | -$157.61万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -5,692 | -100.0% | -$152.70万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -1,220 | -100.0% | -$148.26万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -2,526 | -100.0% | -$143.08万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -7,931 | -100.0% | -$140.80万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,155 | -100.0% | -$136.57万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -3,184 | -100.0% | -$135.74万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -51,223 | -100.0% | -$127.24万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -2,299 | -100.0% | -$120.16万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -6,518 | -100.0% | -$113.08万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -24,113 | -100.0% | -$112.87万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -2,131 | -100.0% | -$108.79万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -8,797 | -100.0% | -$107.98万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,625 | -100.0% | -$107.64万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -199 | -100.0% | -$106.64万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -10,243 | -100.0% | -$102.33万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -8,953 | -100.0% | -$101.86万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -16,691 | -100.0% | -$100.33万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -4,388 | -100.0% | -$99.92万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | -3,169 | -100.0% | -$98.91万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -1,205 | -100.0% | -$98.82万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -4,248 | -100.0% | -$98.25万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,897 | -100.0% | -$97.21万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -9,685 | -100.0% | -$96.70万 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$95.80万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,057 | -100.0% | -$95.78万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -10,965 | -100.0% | -$95.61万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2,678 | -100.0% | -$94.60万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,396 | -100.0% | -$94.07万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,007 | -100.0% | -$92.02万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,997 | -100.0% | -$90.52万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -7,608 | -100.0% | -$88.32万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -4,733 | -100.0% | -$87.84万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -10,377 | -100.0% | -$87.39万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -6,328 | -100.0% | -$85.88万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -11,123 | -100.0% | -$85.28万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -9,006 | -100.0% | -$84.30万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -4,436 | -100.0% | -$82.30万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -3,703 | -100.0% | -$80.40万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -19,634 | -100.0% | -$79.97万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -3,913 | -100.0% | -$79.45万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -3,455 | -100.0% | -$79.09万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -1,635 | -100.0% | -$79.06万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -6,000 | -100.0% | -$76.60万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,949 | -100.0% | -$75.85万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -7,682 | -100.0% | -$75.09万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -1,309 | -100.0% | -$74.65万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,569 | -100.0% | -$73.24万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -4,237 | -100.0% | -$72.99万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -3,915 | -100.0% | -$72.46万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -9,056 | -100.0% | -$71.56万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -3,944 | -100.0% | -$69.24万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -2,811 | -100.0% | -$69.23万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,677 | -100.0% | -$68.85万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -8,561 | -100.0% | -$67.94万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -7,448 | -100.0% | -$67.93万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -766 | -100.0% | -$67.32万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -2,464 | -100.0% | -$66.82万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6,999 | -100.0% | -$66.74万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -7,179 | -100.0% | -$66.36万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -7,729 | -100.0% | -$66.12万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -8,046 | -100.0% | -$65.43万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,223 | -100.0% | -$65.27万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -2,942 | -100.0% | -$64.63万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -25,944 | -100.0% | -$64.60万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -2,217 | -100.0% | -$64.00万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -1,782 | -100.0% | -$62.47万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -2,991 | -100.0% | -$61.47万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -5,176 | -100.0% | -$60.67万 | 清仓 |