Sage Investment Advisers LLC
WAPPINGERS FALLS NY · SEC CIK 0001925418
$1.35亿2026Q1 申报市值
89持仓数
43.8%前十大占比 · 第一大 13.3%
7 / 2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
VXUS 加仓+$111.30万
PH 新建仓+$109.11万
BND 加仓+$45.50万
IVV 新建仓+$45.34万
IEFA 新建仓+$34.62万
2026Q1 卖出最多 按季末市值估算
SCHO 减仓-$100.26万
IBIT 减仓-$32.01万
KTOS 减仓-$31.73万
META 清仓-$31.46万
GDX 清仓-$28.60万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,797.74万 | 13.31% | 29,848 | 514 | 1.8% | $30.96万 | 加仓 |
| IAU | ISHARES GOLD TR | $723.76万 | 5.36% | 80,705 | 2,875 | 3.7% | $25.78万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $484.66万 | 3.59% | 62,128 | 14,267 | 29.8% | $111.30万 | 加仓 |
| V | VISA INC | $480.09万 | 3.56% | 16,083 | -145 | -0.9% | -$4.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $478.51万 | 3.54% | 24,240 | 267 | 1.1% | $5.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $409.73万 | 3.03% | 55,806 | 6,197 | 12.5% | $45.50万 | 加仓 |
| LQD | ISHARES TR | $394.86万 | 2.92% | 36,339 | 2,348 | 6.9% | $25.51万 | 加仓 |
| GLD | SPDR GOLD TR | $391.10万 | 2.90% | 8,933 | -127 | -1.4% | -$5.56万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $387.22万 | 2.87% | 49,543 | 2,301 | 4.9% | $17.98万 | 加仓 |
| IVE | ISHARES TR | $371.07万 | 2.75% | 17,545 | -1,170 | -6.3% | -$24.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $357.41万 | 2.65% | 12,100 | -249 | -2.0% | -$7.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $330.66万 | 2.45% | 5,659 | 151 | 2.7% | $8.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $329.05万 | 2.44% | 13,533 | -313 | -2.3% | -$7.61万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $322.25万 | 2.39% | 105,620 | 3,803 | 3.7% | $11.60万 | 加仓 |
| IVW | ISHARES TR | $310.45万 | 2.30% | 27,087 | -914 | -3.3% | -$10.48万 | 减仓 |
| GOOG | ALPHABET INC | $266.97万 | 1.98% | 9,053 | 510 | 6.0% | $15.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $254.84万 | 1.89% | 11,815 | 702 | 6.3% | $15.14万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $244.66万 | 1.81% | 4,085 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $231.78万 | 1.72% | 9,067 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $193.03万 | 1.43% | 12,091 | 20 | 0.2% | $3,193 | 加仓 |
| SJNK | SPDR SERIES TRUST | $183.91万 | 1.36% | 73,920 | 8,797 | 13.5% | $21.89万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $179.89万 | 1.33% | 20,187 | -148 | -0.7% | -$1.32万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $175.44万 | 1.30% | 2,840 | 11 | 0.4% | $6,795 | 加仓 |
| BA | BOEING CO | $172.99万 | 1.28% | 8,344 | 325 | 4.1% | $6.74万 | 加仓 |
| WM | WASTE MGMT INC DEL | $158.54万 | 1.17% | 6,863 | -209 | -3.0% | -$4.83万 | 减仓 |
| GOOGL | ALPHABET INC | $151.56万 | 1.12% | 5,096 | -619 | -10.8% | -$18.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $146.23万 | 1.08% | 9,884 | 213 | 2.2% | $3.15万 | 加仓 |
| FDX | FEDEX CORP | $142.29万 | 1.05% | 3,960 | -400 | -9.2% | -$14.37万 | 减仓 |
| SII | SPROTT INC | $128.79万 | 0.95% | 8,775 | 300 | 3.5% | $4.40万 | 加仓 |
| DE | DEERE & CO | $124.98万 | 0.93% | 2,190 | -140 | -6.0% | -$7.99万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $123.61万 | 0.92% | 51,077 | -41,429 | -44.8% | -$100.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $123.00万 | 0.91% | 5,038 | -43 | -0.8% | -$1.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.19万 | 0.89% | 3,254 | 267 | 8.9% | $9.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $119.18万 | 0.88% | 1,819 | 2 | 0.1% | $1,310 | 加仓 |
| VTI | VANGUARD INDEX FDS | $112.12万 | 0.83% | 3,469 | 110 | 3.3% | $3.56万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $109.11万 | 0.81% | 1,185 | 1,185 | — | $109.11万 | 新建仓 |
| UNP | UNION PAC CORP | $104.78万 | 0.78% | 4,310 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $104.50万 | 0.77% | 34,396 | 5,818 | 20.4% | $17.68万 | 加仓 |
| CSX | CSX CORP | $94.76万 | 0.70% | 22,867 | -1,194 | -5.0% | -$4.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.20万 | 0.67% | 1,885 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $88.19万 | 0.65% | 14,956 | -882 | -5.6% | -$5.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $84.50万 | 0.63% | 4,020 | -1,250 | -23.7% | -$26.28万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $82.46万 | 0.61% | 5,582 | 198 | 3.7% | $2.93万 | 加仓 |
| — | ESPEY MFG & ELECTRS CORP | $82.33万 | 0.61% | 14,440 | 6 | 0.0% | $342 | 加仓 |
| NVDA | NVIDIA CORPORATION | $72.27万 | 0.54% | 4,112 | 79 | 2.0% | $1.39万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $64.53万 | 0.48% | 12,385 | 3,280 | 36.0% | $17.09万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $64.14万 | 0.48% | 2,235 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $63.13万 | 0.47% | 9,325 | -4,687 | -33.4% | -$31.73万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $55.06万 | 0.41% | 14,250 | -8,285 | -36.8% | -$32.01万 | 减仓 |
| MGK | VANGUARD WORLD FD | $54.07万 | 0.40% | 1,455 | -199 | -12.0% | -$7.40万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $54.05万 | 0.40% | 9,500 | -800 | -7.8% | -$4.55万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $52.52万 | 0.39% | 9,900 | -600 | -5.7% | -$3.18万 | 减仓 |
| RTX | RTX CORPORATION | $52.15万 | 0.39% | 2,678 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $50.43万 | 0.37% | 3,500 | 140 | 4.2% | $2.02万 | 加仓 |
| C | CITIGROUP INC | $49.78万 | 0.37% | 4,318 | -902 | -17.3% | -$10.40万 | 减仓 |
| SLV | ISHARES SILVER TR | $49.03万 | 0.36% | 7,196 | 466 | 6.9% | $3.18万 | 加仓 |
| PEP | PEPSICO INC | $48.44万 | 0.36% | 3,132 | 24 | 0.8% | $3,712 | 加仓 |
| HD | HOME DEPOT INC | $47.15万 | 0.35% | 1,431 | 1 | 0.1% | $329 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $47.03万 | 0.35% | 2,500 | 5 | 0.2% | $941 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $46.08万 | 0.34% | 5,176 | 181 | 3.6% | $1.61万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.79万 | 0.34% | 9,272 | -175 | -1.9% | -$8,643 | 减仓 |
| IVV | ISHARES TR | $45.34万 | 0.34% | 689 | 689 | — | $45.34万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $44.60万 | 0.33% | 3,687 | 10 | 0.3% | $1,210 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.45万 | 0.32% | 2,966 | -1,319 | -30.8% | -$19.32万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $42.74万 | 0.32% | 10,080 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $42.52万 | 0.31% | 6,872 | 640 | 10.3% | $3.96万 | 加仓 |
| AMZN | AMAZON COM INC | $41.29万 | 0.31% | 1,961 | 280 | 16.7% | $5.90万 | 加仓 |
| EMB | ISHARES TR | $40.87万 | 0.30% | 4,354 | 1,316 | 43.3% | $12.35万 | 加仓 |
| IEFA | ISHARES TR | $34.62万 | 0.26% | 3,767 | 3,767 | — | $34.62万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.28万 | 0.25% | 11,679 | 52 | 0.4% | $1,526 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.70万 | 0.25% | 1,230 | -389 | -24.0% | -$10.66万 | 减仓 |
| WMT | WALMART INC | $31.96万 | 0.24% | 2,562 | -99 | -3.7% | -$1.23万 | 减仓 |
| PFE | PFIZER INC | $31.75万 | 0.24% | 11,119 | 50 | 0.5% | $1,428 | 加仓 |
| TSLA | TESLA INC | $30.84万 | 0.23% | 809 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.48万 | 0.22% | 10,412 | 66 | 0.6% | $1,868 | 加仓 |
| AIQ | GLOBAL X FDS | $28.92万 | 0.21% | 6,109 | 1,691 | 38.3% | $8.01万 | 加仓 |
| — | EXXON MOBIL CORP | $28.70万 | 0.21% | 1,785 | 76 | 4.4% | $1.22万 | 加仓 |
| MCD | MCDONALDS CORP | $27.71万 | 0.21% | 902 | 2 | 0.2% | $614 | 加仓 |
| BAC | BANK AMERICA CORP | $27.50万 | 0.20% | 5,581 | 1 | 0.0% | $49 | 加仓 |
| MO | ALTRIA GROUP INC | $27.04万 | 0.20% | 4,130 | 215 | 5.5% | $1.41万 | 加仓 |
| NOBL | PROSHARES TR | $26.10万 | 0.19% | 2,463 | -242 | -8.9% | -$2.56万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $25.91万 | 0.19% | 2,531 | 2,531 | — | $25.91万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $24.68万 | 0.18% | 1,255 | 1,255 | — | $24.68万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.78万 | 0.16% | 2,795 | 7 | 0.3% | $545 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $21.29万 | 0.16% | 14,190 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $20.54万 | 0.15% | 900 | 900 | — | $20.54万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $11.26万 | 0.08% | 12,000 | 12,000 | — | $11.26万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.85万 | 0.03% | 26,000 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $1.98万 | 0.01% | 11,200 | -1,200 | -9.7% | -$2,124 | 减仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -477 | -100.0% | -$31.46万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,334 | -100.0% | -$28.60万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |