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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $2.60亿 | 18.23% | 5,170,765 | 152,469 | 3.0% | $767.99万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.82亿 | 12.73% | 2,967,077 | 27,525 | 0.9% | $168.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.34亿 | 9.39% | 418,114 | 1,047 | 0.3% | $33.59万 | 加仓 |
| QUAL | ISHARES TR | $1.11亿 | 7.75% | 577,602 | 15,612 | 2.8% | $299.45万 | 加仓 |
| IQLT | ISHARES TR | $7,525.01万 | 5.27% | 1,627,732 | 125,570 | 8.4% | $580.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,884.74万 | 3.42% | 81,746 | -1,090 | -1.3% | -$65.13万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $4,755.44万 | 3.33% | 3,756,271 | 395,339 | 11.8% | $500.50万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,250.90万 | 2.97% | 713,836 | 74,084 | 11.6% | $441.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,599.28万 | 2.52% | 561,686 | 49,656 | 9.7% | $318.20万 | 加仓 |
| QUS | SPDR SERIES TRUST | $2,883.93万 | 2.02% | 168,022 | -1,776 | -1.0% | -$30.48万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,786.39万 | 1.95% | 546,566 | -43,434 | -7.4% | -$221.43万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,766.58万 | 1.94% | 612,346 | 144,459 | 30.9% | $652.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,594.27万 | 1.12% | 206,753 | 2,571 | 1.3% | $19.82万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,341.51万 | 0.94% | 19,227 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,234.52万 | 0.86% | 18,983 | 136 | 0.7% | $8.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,152.73万 | 0.81% | 44,011 | -7,299 | -14.2% | -$191.17万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,141.70万 | 0.80% | 151,843 | 34 | 0.0% | $2,556 | 加仓 |
| ITOT | ISHARES TR | $1,134.44万 | 0.79% | 79,649 | 21,978 | 38.1% | $313.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,080.62万 | 0.76% | 24,740 | -814 | -3.2% | -$35.55万 | 减仓 |
| AVGO | BROADCOM INC | $1,020.49万 | 0.71% | 32,971 | -43,496 | -56.9% | -$1,346.24万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,002.41万 | 0.70% | 42,186 | 15 | 0.0% | $3,564 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $920.97万 | 0.64% | 157,323 | 38,005 | 31.9% | $222.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $874.40万 | 0.61% | 29,725 | -22,168 | -42.7% | -$652.10万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $850.09万 | 0.59% | 170,392 | -11,923 | -6.5% | -$59.48万 | 减仓 |
| AAPL | APPLE INC | $834.00万 | 0.58% | 32,862 | -117,132 | -78.1% | -$2,972.67万 | 减仓 |
| TSLA | TESLA INC | $813.17万 | 0.57% | 21,874 | -20,421 | -48.3% | -$759.16万 | 减仓 |
| IVV | ISHARES TR | $770.72万 | 0.54% | 11,799 | -190 | -1.6% | -$12.41万 | 减仓 |
| CPRT | COPART INC | $751.99万 | 0.53% | 226,504 | -58,390 | -20.5% | -$193.85万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $726.25万 | 0.51% | 120,800 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $706.12万 | 0.49% | 16,560 | 4,006 | 31.9% | $170.82万 | 加仓 |
| IWB | ISHARES TR | $684.84万 | 0.48% | 19,207 | 1,440 | 8.1% | $51.34万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $644.26万 | 0.45% | 126,240 | -132 | -0.1% | -$6,737 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $640.59万 | 0.45% | 249,841 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $624.23万 | 0.44% | 10,815 | -1,128 | -9.4% | -$65.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $579.52万 | 0.41% | 29,537 | 9,523 | 47.6% | $186.84万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $577.49万 | 0.40% | 105,864 | -1,819 | -1.7% | -$9.92万 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $573.58万 | 0.40% | 418,062 | -380,054 | -47.6% | -$521.43万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $462.26万 | 0.32% | 49,562 | -559 | -1.1% | -$5.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $450.88万 | 0.32% | 15,700 | -7,189 | -31.4% | -$206.46万 | 减仓 |
| IEFA | ISHARES TR | $429.81万 | 0.30% | 47,477 | 5,412 | 12.9% | $48.99万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $417.95万 | 0.29% | 38,103 | 5 | 0.0% | $548 | 加仓 |
| IJR | ISHARES TR | $416.26万 | 0.29% | 33,485 | -39 | -0.1% | -$4,848 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $389.79万 | 0.27% | 51,903 | 5 | 0.0% | $376 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $380.32万 | 0.27% | 106,502 | 106,502 | — | $380.32万 | 新建仓 |
| SMH | VANECK ETF TRUST | $373.39万 | 0.26% | 9,739 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $372.37万 | 0.26% | 17,879 | -70,675 | -79.8% | -$1,471.95万 | 减仓 |
| SGOV | ISHARES TR | $369.98万 | 0.26% | 36,755 | 2,535 | 7.4% | $25.52万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $358.45万 | 0.25% | 38,239 | -224 | -0.6% | -$2.10万 | 减仓 |
| GLDM | WORLD GOLD TR | $346.81万 | 0.24% | 37,416 | 11,223 | 42.8% | $104.03万 | 加仓 |
| FTNT | FORTINET INC | $345.68万 | 0.24% | 42,300 | -26,071 | -38.1% | -$213.05万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $337.64万 | 0.24% | 18,958 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $302.71万 | 0.21% | 5,291 | -14,522 | -73.3% | -$830.85万 | 减仓 |
| IAU | ISHARES GOLD TR | $288.75万 | 0.20% | 32,753 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $269.17万 | 0.19% | 5,617 | -13,157 | -70.1% | -$630.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $250.74万 | 0.18% | 64,523 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $250.67万 | 0.18% | 86,053 | 5 | 0.0% | $146 | 加仓 |
| VBR | VANGUARD INDEX FDS | $234.32万 | 0.16% | 10,786 | -11 | -0.1% | -$2,390 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $233.30万 | 0.16% | 44,203 | 40,874 | 1,227.8% | $215.73万 | 加仓 |
| GOOGL | ALPHABET INC | $229.38万 | 0.16% | 7,977 | -49,124 | -86.0% | -$1,412.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $222.87万 | 0.16% | 6,021 | -61,759 | -91.1% | -$2,286.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.15% | 3 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $215.34万 | 0.15% | 47,171 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $214.95万 | 0.15% | 7,192 | 1 | 0.0% | $299 | 加仓 |
| EFA | ISHARES TR | $208.70万 | 0.15% | 21,487 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC BDC INC | $201.35万 | 0.14% | 215,576 | -52,512 | -19.6% | -$49.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $188.41万 | 0.13% | 53,769 | 53,769 | — | $188.41万 | 新建仓 |
| IWD | ISHARES TR | $177.79万 | 0.12% | 8,321 | 1,026 | 14.1% | $21.92万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $177.46万 | 0.12% | 28,312 | -3,200 | -10.2% | -$20.06万 | 减仓 |
| IDEV | ISHARES TR | $172.87万 | 0.12% | 20,686 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $172.83万 | 0.12% | 5,718 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $166.52万 | 0.12% | 34,816 | 29,566 | 563.2% | $141.41万 | 加仓 |
| INTF | ISHARES TR | $166.10万 | 0.12% | 42,634 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $164.67万 | 0.12% | 21,768 | 497 | 2.3% | $3.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $163.30万 | 0.11% | 9,363 | -179,778 | -95.0% | -$3,135.43万 | 减仓 |
| ESGU | ISHARES TR | $162.29万 | 0.11% | 11,476 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $160.56万 | 0.11% | 32,203 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $150.72万 | 0.11% | 5,254 | -35,888 | -87.2% | -$1,029.48万 | 减仓 |
| SMMV | ISHARES TR | $144.29万 | 0.10% | 33,080 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $143.47万 | 0.10% | 14,756 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.80万 | 0.10% | 4,048 | -4,424 | -52.2% | -$149.51万 | 减仓 |
| IVW | ISHARES TR | $134.69万 | 0.09% | 11,908 | 1,645 | 16.0% | $18.61万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $132.70万 | 0.09% | 34,539 | 251 | 0.7% | $9,644 | 加仓 |
| SDY | SPDR SERIES TRUST | $131.13万 | 0.09% | 8,985 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $129.02万 | 0.09% | 65,229 | 36,626 | 128.0% | $72.45万 | 加仓 |
| GLD | SPDR GOLD TR | $128.83万 | 0.09% | 2,994 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $122.35万 | 0.09% | 12,325 | 648 | 5.5% | $6.43万 | 加仓 |
| RY | ROYAL BK CDA | $121.82万 | 0.09% | 7,530 | -272 | -3.5% | -$4.40万 | 减仓 |
| WMT | WALMART INC | $117.99万 | 0.08% | 9,494 | -31,842 | -77.0% | -$395.73万 | 减仓 |
| IWV | ISHARES TR | $113.18万 | 0.08% | 3,053 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC REAL ESTATE | $111.76万 | 0.08% | 98,730 | -22,670 | -18.7% | -$25.66万 | 减仓 |
| ACWI | ISHARES TR | $108.21万 | 0.08% | 7,820 | 27 | 0.3% | $3,736 | 加仓 |
| LLY | ELI LILLY & CO | $99.89万 | 0.07% | 1,086 | -6,046 | -84.8% | -$556.09万 | 减仓 |
| USMV | ISHARES TR | $99.71万 | 0.07% | 10,752 | 880 | 8.9% | $8.16万 | 加仓 |
| MRK | MERCK & CO INC | $98.85万 | 0.07% | 8,218 | -20,868 | -71.7% | -$251.02万 | 减仓 |
| MSTR | STRATEGY INC | $97.18万 | 0.07% | 7,787 | 1,802 | 30.1% | $22.49万 | 加仓 |
| V | VISA INC | $96.41万 | 0.07% | 3,190 | -13,359 | -80.7% | -$403.75万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $95.14万 | 0.07% | 4,424 | -6,653 | -60.1% | -$143.08万 | 减仓 |
| AGNC | AGNC INVT CORP | $94.99万 | 0.07% | 94,702 | -474 | -0.5% | -$4,754 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $92.41万 | 0.06% | 12,635 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $91.83万 | 0.06% | 3,703 | -190 | -4.9% | -$4.71万 | 减仓 |