Sage Investment Advisers LLC
WAPPINGERS FALLS NY · SEC CIK 0001925418
$1.49亿2026Q2 申报市值
98持仓数
43.6%前十大占比 · 第一大 14.3%
9 / 2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
BSV 加仓+$131.86万
ETN 新建仓+$118.04万
IAU 加仓+$105.93万
VOO 加仓+$78.71万
EMB 加仓+$71.47万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$176.89万
LQD 减仓-$57.71万
QQQ 减仓-$45.14万
IVW 减仓-$37.81万
SCHO 减仓-$35.50万
2026Q2 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 | $2,128.72万 | 14.32% | 30,994 | 1,146 | 3.8% | $78.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $715.34万 | 4.81% | 94,734 | 14,029 | 17.4% | $105.93万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $590.36万 | 3.97% | 69,056 | 6,928 | 11.2% | $59.23万 | 加仓 |
| V | VISA INC | $541.65万 | 3.64% | 15,787 | -296 | -1.8% | -$10.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $517.85万 | 3.48% | 66,468 | 16,925 | 34.2% | $131.86万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $419.95万 | 2.82% | 57,207 | 1,401 | 2.5% | $10.28万 | 加仓 |
| IVE | ISHARES TR | $414.26万 | 2.79% | 18,244 | 699 | 4.0% | $15.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $397.47万 | 2.67% | 12,143 | 43 | 0.4% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $382.73万 | 2.57% | 23,089 | -1,151 | -4.7% | -$19.08万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $377.36万 | 2.54% | 13,419 | -114 | -0.8% | -$3.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $371.58万 | 2.50% | 5,046 | -613 | -10.8% | -$45.14万 | 减仓 |
| GLD | SPDR GOLD TR | $343.85万 | 2.31% | 9,334 | 401 | 4.5% | $14.77万 | 加仓 |
| LQD | ISHARES TR | $338.64万 | 2.28% | 31,048 | -5,291 | -14.6% | -$57.71万 | 减仓 |
| IVW | ISHARES TR | $334.72万 | 2.25% | 24,338 | -2,749 | -10.1% | -$37.81万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $331.01万 | 2.23% | 104,385 | -1,235 | -1.2% | -$3.92万 | 减仓 |
| GOOG | ALPHABET INC | $315.07万 | 2.12% | 8,917 | -136 | -1.5% | -$4.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $285.57万 | 1.92% | 12,069 | 254 | 2.1% | $6.01万 | 加仓 |
| AAPL | APPLE INC | $261.57万 | 1.76% | 9,040 | -27 | -0.3% | -$7,813 | 减仓 |
| SJNK | SPDR SERIES TRUST | $237.49万 | 1.60% | 94,883 | 20,963 | 28.4% | $52.47万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $235.58万 | 1.58% | 4,085 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $220.70万 | 1.48% | 12,107 | 16 | 0.1% | $2,917 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $214.21万 | 1.44% | 4,205 | 1,365 | 48.1% | $69.54万 | 加仓 |
| GOOGL | ALPHABET INC | $188.99万 | 1.27% | 5,288 | 192 | 3.8% | $6.86万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $177.82万 | 1.20% | 19,837 | -350 | -1.7% | -$3.14万 | 减仓 |
| BA | BOEING CO | $174.24万 | 1.17% | 8,049 | -295 | -3.5% | -$6.39万 | 减仓 |
| PFF | ISHARES TR | $169.51万 | 1.14% | 55,595 | 21,199 | 61.6% | $64.64万 | 加仓 |
| WM | WASTE MGMT INC DEL | $152.43万 | 1.03% | 6,839 | -24 | -0.3% | -$5,349 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $150.77万 | 1.01% | 9,541 | -343 | -3.5% | -$5.42万 | 减仓 |
| DE | DEERE & CO | $138.92万 | 0.93% | 2,190 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.97万 | 0.91% | 1,821 | 2 | 0.1% | $1,493 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $128.16万 | 0.86% | 5,046 | 8 | 0.2% | $2,032 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $127.75万 | 0.86% | 1,306 | 121 | 10.2% | $11.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $125.24万 | 0.84% | 3,357 | 103 | 3.2% | $3.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $120.22万 | 0.81% | 3,249 | -220 | -6.3% | -$8.14万 | 减仓 |
| UNP | UNION PAC CORP | $119.41万 | 0.80% | 4,390 | 80 | 1.9% | $2.18万 | 加仓 |
| ETN | EATON CORP PLC | $118.04万 | 0.79% | 2,770 | 2,770 | — | $118.04万 | 新建仓 |
| FDX | FEDEX CORP | $114.61万 | 0.77% | 3,660 | -300 | -7.6% | -$9.39万 | 减仓 |
| EMB | ISHARES TR | $113.47万 | 0.76% | 11,765 | 7,411 | 170.2% | $71.47万 | 加仓 |
| CSX | CSX CORP | $100.62万 | 0.68% | 21,170 | -1,697 | -7.4% | -$8.07万 | 减仓 |
| SII | SPROTT INC | $97.46万 | 0.66% | 8,675 | -100 | -1.1% | -$1.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.72万 | 0.64% | 1,913 | 28 | 1.5% | $1.40万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $87.80万 | 0.59% | 36,371 | -14,706 | -28.8% | -$35.50万 | 减仓 |
| — | ESPEY MFG & ELECTRS CORP | $82.47万 | 0.55% | 12,244 | -2,196 | -15.2% | -$14.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $77.12万 | 0.52% | 3,854 | -258 | -6.3% | -$5.16万 | 减仓 |
| HD | HOME DEPOT INC | $70.73万 | 0.48% | 2,006 | 575 | 40.2% | $20.27万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $70.42万 | 0.47% | 9,600 | 100 | 1.1% | $7,335 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $68.74万 | 0.46% | 2,185 | -50 | -2.2% | -$1.57万 | 减仓 |
| MGK | VANGUARD WORLD FD | $68.35万 | 0.46% | 7,775 | 500 | 6.9% | $4.40万 | 加仓 |
| MCD | MCDONALDS CORP | $67.68万 | 0.46% | 2,504 | 1,602 | 177.6% | $43.30万 | 加仓 |
| C | CITIGROUP INC | $60.44万 | 0.41% | 4,318 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $58.77万 | 0.40% | 4,008 | 508 | 14.5% | $7.45万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $56.74万 | 0.38% | 3,576 | -2,006 | -35.9% | -$31.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.64万 | 0.38% | 975 | -3,045 | -75.7% | -$176.89万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $56.02万 | 0.38% | 2,505 | 5 | 0.2% | $1,118 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $52.80万 | 0.36% | 3,651 | -36 | -1.0% | -$5,206 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $52.32万 | 0.35% | 10,080 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $51.60万 | 0.35% | 689 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $50.82万 | 0.34% | 2,679 | 1 | 0.0% | $190 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $49.79万 | 0.33% | 5,163 | -13 | -0.3% | -$1,254 | 减仓 |
| SLV | ISHARES SILVER TR | $48.88万 | 0.33% | 9,141 | 1,945 | 27.0% | $10.40万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $48.16万 | 0.32% | 9,068 | -5,888 | -39.4% | -$31.27万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.44万 | 0.32% | 14,250 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $45.76万 | 0.31% | 1,920 | -41 | -2.1% | -$9,772 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $45.06万 | 0.30% | 9,900 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $42.04万 | 0.28% | 3,105 | -27 | -0.9% | -$3,655 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $41.87万 | 0.28% | 11,589 | -90 | -0.8% | -$3,252 | 减仓 |
| O | REALTY INCOME CORP | $41.85万 | 0.28% | 6,754 | -118 | -1.7% | -$7,312 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.08万 | 0.27% | 9,467 | 195 | 2.1% | $8,256 | 加仓 |
| HUBB | HUBBELL INC | $38.35万 | 0.26% | 733 | 733 | — | $38.35万 | 新建仓 |
| AIQ | GLOBAL X FDS | $37.13万 | 0.25% | 5,659 | -450 | -7.4% | -$2.95万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $36.74万 | 0.25% | 4,049 | 1,518 | 60.0% | $13.78万 | 加仓 |
| IEFA | ISHARES TR | $35.42万 | 0.24% | 3,667 | -100 | -2.7% | -$9,658 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $34.44万 | 0.23% | 6,556 | -5,829 | -47.1% | -$30.63万 | 减仓 |
| TSLA | TESLA INC | $33.19万 | 0.22% | 789 | -20 | -2.5% | -$8,412 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.38万 | 0.22% | 779 | -451 | -36.7% | -$18.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $31.84万 | 0.21% | 5,587 | 6 | 0.1% | $342 | 加仓 |
| NKE | NIKE INC | $31.04万 | 0.21% | 7,562 | 7,562 | — | $31.04万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $30.02万 | 0.20% | 6,020 | -3,305 | -35.4% | -$16.48万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $29.88万 | 0.20% | 13,990 | -200 | -1.4% | -$4,272 | 减仓 |
| MO | ALTRIA GROUP INC | $29.07万 | 0.20% | 4,041 | -89 | -2.2% | -$6,403 | 减仓 |
| WMT | WALMART INC | $29.04万 | 0.20% | 2,564 | 2 | 0.1% | $226 | 加仓 |
| PFE | PFIZER INC | $28.08万 | 0.19% | 11,661 | 542 | 4.9% | $1.31万 | 加仓 |
| GIS | GENERAL MILLS INC | $27.86万 | 0.19% | 8,007 | 8,007 | — | $27.86万 | 新建仓 |
| NOBL | PROSHARES TR | $27.76万 | 0.19% | 4,943 | 17 | 0.3% | $955 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $27.63万 | 0.19% | 1,830 | 1,830 | — | $27.63万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $27.35万 | 0.18% | 1,255 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $26.86万 | 0.18% | 2,928 | 2,928 | — | $26.86万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $26.64万 | 0.18% | 880 | 880 | — | $26.64万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.14万 | 0.18% | 2,226 | -569 | -20.4% | -$6.68万 | 减仓 |
| — | EXXON MOBIL CORP | $25.38万 | 0.17% | 1,856 | 71 | 4.0% | $9,709 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $25.24万 | 0.17% | 740 | -946 | -56.1% | -$32.26万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $24.41万 | 0.16% | 1,604 | 1,604 | — | $24.41万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.17万 | 0.15% | 1,900 | -1,066 | -35.9% | -$12.44万 | 减仓 |
| OEF | ISHARES TR | $21.95万 | 0.15% | 600 | 0 | 0.0% | — | 重新持有 |
| NFLX | NETFLIX INC. | $20.46万 | 0.14% | 2,865 | 2,865 | — | $20.46万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $7.56万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.99万 | 0.03% | 26,000 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $2.14万 | 0.01% | 11,200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,412 | -100.0% | -$29.48万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -900 | -100.0% | -$20.54万 | 清仓 |