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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $24.22万 | 0.01% | 4,861 | 282 | 6.2% | $1.40万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $23.31万 | 0.01% | 2,652 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $23.22万 | 0.01% | 1,240 | 1,240 | — | $23.22万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $23.02万 | 0.01% | 4,294 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $22.44万 | 0.01% | 3,040 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $22.25万 | 0.01% | 5,153 | 456 | 9.7% | $1.97万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $22.15万 | 0.01% | 1,099 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $22.02万 | 0.01% | 1,363 | 1,363 | — | $22.02万 | 新建仓 |
| APH | AMPHENOL CORP | $21.90万 | 0.01% | 1,242 | -11,797 | -90.5% | -$208.00万 | 重新持有 |
| EMR | EMERSON ELEC CO | $21.55万 | 0.01% | 1,506 | -87 | -5.5% | -$1.24万 | 减仓 |
| SUB | ISHARES TR | $21.29万 | 0.01% | 2,000 | 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 |
| XLK | SELECT SECTOR SPDR TR | $21.11万 | 0.01% | 1,108 | 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 |
| VIOV | VANGUARD ADMIRAL FDS INC | $20.67万 | 0.01% | 1,762 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.62万 | 0.01% | 1,767 | -12,962 | -88.0% | -$151.23万 | 重新持有 |
| ADBE | ADOBE INC | $20.50万 | 0.01% | 1,000 | -50 | -4.8% | -$1.03万 | 减仓 |
| HEZU | ISHARES TR | $20.50万 | 0.01% | 4,087 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $20.46万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.15万 | 0.01% | 2,599 | -5,700 | -68.7% | -$44.20万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $20.12万 | 0.01% | 1,833 | 1,833 | — | $20.12万 | 新建仓 |
| EFG | ISHARES TR | $20.11万 | 0.01% | 1,616 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $19.89万 | 0.01% | 6,868 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $19.85万 | 0.01% | 2,901 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $19.77万 | 0.01% | 1,338 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $18.69万 | 0.01% | 5,370 | -13,384 | -71.4% | -$46.59万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $18.37万 | 0.01% | 4,729 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $17.68万 | 0.01% | 895 | 1 | 0.1% | $197 | 加仓 |
| IJH | ISHARES TR | $16.81万 | 0.01% | 2,180 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $15.41万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $14.94万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $14.57万 | 0.01% | 10,000 | 10,000 | — | $14.57万 | 新建仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $14.08万 | 0.01% | 2,735 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $13.96万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $13.94万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $13.92万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $13.53万 | 0.01% | 10,000 | 10,000 | — | $13.53万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $13.00万 | 0.01% | 764 | 764 | — | $13.00万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $13.00万 | 0.01% | 1,697 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $12.94万 | 0.01% | 1,382 | 1,382 | — | $12.94万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $12.61万 | 0.01% | 1,805 | 5 | 0.3% | $349 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $11.00万 | 0.01% | 1,104 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $10.91万 | 0.01% | 2,020 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $10.73万 | 0.01% | 1,154 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $10.56万 | 0.01% | 1,831 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $10.48万 | 0.01% | 1,856 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $10.40万 | 0.01% | 1,011 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $9.99万 | 0.01% | 1,293 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $9.97万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $9.95万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $9.66万 | 0.01% | 1,496 | 1,496 | — | $9.66万 | 新建仓 |
| — | DYADIC INTL INC DEL | $9.55万 | 0.01% | 106,564 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $9.47万 | 0.01% | 2,060 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $9.37万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $9.19万 | 0.01% | 835 | 275 | 49.1% | $3.03万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $8.70万 | 0.01% | 742 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $8.64万 | 0.01% | 1,243 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $8.52万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $8.45万 | 0.01% | 2,125 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $8.39万 | 0.01% | 870 | 625 | 255.1% | $6.03万 | 加仓 |
| ICLN | ISHARES TR | $7.00万 | 0.00% | 3,414 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $6.62万 | 0.00% | 1,183 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $6.20万 | 0.00% | 27,568 | 7,428 | 36.9% | $1.67万 | 重新持有 |
| SLYV | SPDR SERIES TRUST | $6.16万 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $6.13万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST | $5.35万 | 0.00% | 340 | -112 | -24.8% | -$1.76万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $5.28万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $5.24万 | 0.00% | 1,198 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $5.21万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $5.15万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $4.33万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4.14万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $3.88万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $3.87万 | 0.00% | 1,221 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $3.73万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $3.57万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $3.55万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC | $3.53万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $3.34万 | 0.00% | 1,210 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $2.92万 | 0.00% | 72,376 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $2.29万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $2.19万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.08万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.92万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $1.85万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $1.82万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1.72万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1.62万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.50万 | 0.00% | 483 | 483 | — | $1.50万 | 新建仓 |
| IBB | ISHARES TR | $1.43万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $1.20万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $1.17万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $1.17万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $9,786 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $9,662 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $3,861 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $1,212 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $568 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $225 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $174 | 0.00% | 4 | 0 | 0.0% | — | 不变 |