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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $2.83亿 | 17.38% | 5,596,571 | 425,806 | 8.2% | $2,149.89万 | 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 |
| VTI | VANGUARD INDEX FDS | $1.60亿 | 9.84% | 432,445 | 14,331 | 3.4% | $530.30万 | 加仓 |
| QUAL | ISHARES TR | $1.26亿 | 7.77% | 575,644 | -1,958 | -0.3% | -$42.96万 | 减仓 |
| IQLT | ISHARES TR | $8,457.29万 | 5.20% | 1,706,820 | 79,088 | 4.9% | $391.88万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,084.18万 | 3.13% | 74,026 | -7,720 | -9.4% | -$530.22万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $4,931.96万 | 3.03% | 3,829,164 | 72,893 | 1.9% | $93.89万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,582.48万 | 2.82% | 776,955 | 63,119 | 8.8% | $372.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,431.77万 | 2.73% | 622,002 | 60,316 | 10.7% | $429.75万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $3,222.78万 | 1.98% | 716,333 | 103,987 | 17.0% | $467.84万 | 加仓 |
| QUS | SPDR SERIES TRUST | $3,105.56万 | 1.91% | 166,196 | -1,826 | -1.1% | -$34.12万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,838.21万 | 1.75% | 556,512 | 9,946 | 1.8% | $50.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,840.80万 | 1.13% | 154,016 | 200 | 0.1% | $2.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,809.28万 | 1.11% | 211,636 | 4,883 | 2.4% | $41.74万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,441.87万 | 0.89% | 160,030 | 8,187 | 5.4% | $73.76万 | 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 |
| VB | VANGUARD INDEX FDS | $1,338.34万 | 0.82% | 44,152 | 141 | 0.3% | $4.27万 | 加仓 |
| ITOT | ISHARES TR | $1,314.72万 | 0.81% | 80,034 | 385 | 0.5% | $6.32万 | 加仓 |
| AVGO | BROADCOM INC | $1,303.62万 | 0.80% | 34,510 | 1,539 | 4.7% | $58.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,302.90万 | 0.80% | 151,254 | 2,814 | 1.9% | $24.24万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,282.09万 | 0.79% | 42,317 | 131 | 0.3% | $3.97万 | 加仓 |
| AAPL | APPLE INC | $1,094.64万 | 0.67% | 37,830 | 4,968 | 15.1% | $143.75万 | 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 |
| JPM | JPMORGAN CHASE & CO | $990.09万 | 0.61% | 30,247 | 522 | 1.8% | $17.09万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $951.00万 | 0.58% | 163,403 | 6,080 | 3.9% | $35.39万 | 加仓 |
| TSLA | TESLA INC | $949.76万 | 0.58% | 22,581 | 707 | 3.2% | $29.74万 | 加仓 |
| IVV | ISHARES TR | $937.91万 | 0.58% | 12,524 | 725 | 6.1% | $54.29万 | 加仓 |
| IWF | ISHARES TR | $822.50万 | 0.51% | 66,240 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $798.71万 | 0.49% | 10,846 | 31 | 0.3% | $2.28万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $792.64万 | 0.49% | 155,404 | 29,164 | 23.1% | $148.75万 | 加仓 |
| IWB | ISHARES TR | $783.62万 | 0.48% | 19,136 | -71 | -0.4% | -$2.91万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $735.28万 | 0.45% | 249,841 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $674.53万 | 0.41% | 133,358 | -37,034 | -21.7% | -$187.32万 | 减仓 |
| FTNT | FORTINET INC | $653.30万 | 0.40% | 42,527 | 227 | 0.5% | $3.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $652.46万 | 0.40% | 29,939 | 402 | 1.4% | $8.76万 | 加仓 |
| SMH | VANECK ETF TRUST | $638.77万 | 0.39% | 9,739 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $638.51万 | 0.39% | 226,504 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $637.34万 | 0.39% | 104,090 | -1,774 | -1.7% | -$10.86万 | 减仓 |
| GOOGL | ALPHABET INC | $592.79万 | 0.36% | 16,663 | 8,686 | 108.9% | $309.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $506.00万 | 0.31% | 62,803 | 3 | 0.0% | $242 | 加仓 |
| IJR | ISHARES TR | $505.33万 | 0.31% | 34,072 | 587 | 1.8% | $8.71万 | 加仓 |
| AMZN | AMAZON COM INC | $500.78万 | 0.31% | 21,011 | 3,132 | 17.5% | $74.65万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $485.65万 | 0.30% | 50,581 | 1,019 | 2.1% | $9.78万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $479.30万 | 0.29% | 37,501 | -602 | -1.6% | -$7.69万 | 减仓 |
| IEFA | ISHARES TR | $479.12万 | 0.29% | 49,608 | 2,131 | 4.5% | $20.58万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $477.98万 | 0.29% | 353,274 | -64,788 | -15.5% | -$87.66万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $434.83万 | 0.27% | 51,920 | 17 | 0.0% | $1,424 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $421.11万 | 0.26% | 106,502 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $406.52万 | 0.25% | 38,239 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $393.51万 | 0.24% | 78,922 | 46,719 | 145.1% | $232.94万 | 加仓 |
| SGOV | ISHARES TR | $391.38万 | 0.24% | 38,878 | 2,123 | 5.8% | $21.37万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $344.01万 | 0.21% | 18,958 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $339.80万 | 0.21% | 6,033 | 742 | 14.0% | $41.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $338.88万 | 0.21% | 16,937 | 7,574 | 80.9% | $151.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $330.90万 | 0.20% | 8,871 | 2,850 | 47.3% | $106.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $305.09万 | 0.19% | 6,097 | 480 | 8.5% | $24.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $286.22万 | 0.18% | 64,523 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $283.53万 | 0.17% | 5,937 | 1,889 | 46.7% | $90.21万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $272.19万 | 0.17% | 80,435 | -5,618 | -6.5% | -$19.01万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $262.06万 | 0.16% | 10,785 | -1 | -0.0% | -$243 | 减仓 |
| IAU | ISHARES GOLD TR | $251.47万 | 0.15% | 33,303 | 550 | 1.7% | $4.15万 | 加仓 |
| VV | VANGUARD INDEX FDS | $247.41万 | 0.15% | 7,194 | 2 | 0.0% | $688 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $238.78万 | 0.15% | 44,203 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $237.69万 | 0.15% | 47,171 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.14% | 3 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $216.34万 | 0.13% | 45,104 | 10,288 | 29.5% | $49.35万 | 加仓 |
| EFA | ISHARES TR | $213.13万 | 0.13% | 20,517 | -970 | -4.5% | -$10.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $208.57万 | 0.13% | 53,769 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $200.56万 | 0.12% | 5,484 | -234 | -4.1% | -$8.56万 | 减仓 |
| IWD | ISHARES TR | $199.98万 | 0.12% | 8,249 | -72 | -0.9% | -$1.75万 | 减仓 |
| ESGU | ISHARES TR | $187.83万 | 0.12% | 11,476 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $185.91万 | 0.11% | 1,550 | 464 | 42.7% | $55.65万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $185.01万 | 0.11% | 20,591 | -7,721 | -27.3% | -$69.37万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $185.00万 | 0.11% | 61,320 | 61,320 | — | $185.00万 | 新建仓 |
| IDEV | ISHARES TR | $184.13万 | 0.11% | 20,686 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $183.19万 | 0.11% | 257,283 | 257,283 | — | $183.19万 | 新建仓 |
| INTF | ISHARES TR | $174.63万 | 0.11% | 42,634 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $162.79万 | 0.10% | 14,756 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $155.85万 | 0.10% | 7,530 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $152.84万 | 0.09% | 4,455 | 1,265 | 39.7% | $43.40万 | 加仓 |
| IVW | ISHARES TR | $150.58万 | 0.09% | 10,949 | -959 | -8.1% | -$13.19万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $145.93万 | 0.09% | 19,283 | -2,485 | -11.4% | -$18.81万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $140.90万 | 0.09% | 42,325 | 7,786 | 22.5% | $25.92万 | 加仓 |
| SDY | SPDR SERIES TRUST | $136.74万 | 0.08% | 8,985 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $130.69万 | 0.08% | 11,539 | 2,045 | 21.5% | $23.16万 | 加仓 |
| IWV | ISHARES TR | $130.19万 | 0.08% | 3,053 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $122.75万 | 0.08% | 7,820 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $122.52万 | 0.08% | 1,151 | 672 | 140.3% | $71.53万 | 加仓 |
| AGG | ISHARES TR | $122.00万 | 0.08% | 12,326 | 1 | 0.0% | $99 | 加仓 |
| MRK | MERCK & CO INC | $116.91万 | 0.07% | 9,098 | 880 | 10.7% | $11.31万 | 加仓 |
| PTLC | PACER FDS TR | $113.70万 | 0.07% | 19,516 | 19,516 | — | $113.70万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $113.01万 | 0.07% | 4,776 | 352 | 8.0% | $8.33万 | 加仓 |
| SMMV | ISHARES TR | $110.30万 | 0.07% | 23,957 | -9,123 | -27.6% | -$42.00万 | 减仓 |
| GLD | SPDR GOLD TR | $110.29万 | 0.07% | 2,994 | 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 |
| AGNC | AGNC INVT CORP | $103.23万 | 0.06% | 94,702 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $102.94万 | 0.06% | 10,672 | -80 | -0.7% | -$7,717 | 减仓 |
| PAVE | GLOBAL X FDS | $98.94万 | 0.06% | 16,793 | 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 |
| XVV | ISHARES TR | $98.74万 | 0.06% | 17,386 | 0 | 0.0% | — | 不变 |