SGL Investment Advisors, Inc.
MISSOULA MT · SEC CIK 0002043186
$2.66亿2026Q1 申报市值
126持仓数
31.2%前十大占比 · 第一大 4.2%
1 / 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
SCHF 加仓+$846.79万
TXN 加仓+$394.65万
YELP 加仓+$201.40万
VCIT 加仓+$137.83万
SPY 加仓+$99.51万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$334.25万
SSNC 减仓-$296.84万
AAPL 减仓-$194.72万
TRV 减仓-$150.73万
SUMMIT HOTEL PPT 清仓-$127.60万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -1,295,000 | -100.0% | -$127.60万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,093 | -100.0% | -$25.53万 | 清仓 |
| MCK | MCKESSON CORP | $21.90万 | 0.08% | 302 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $21.95万 | 0.08% | 2,399 | 54 | 2.3% | $4,940 | 加仓 |
| INTU | INTUIT | $22.02万 | 0.08% | 560 | 25 | 4.7% | $9,832 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $22.60万 | 0.08% | 758 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON BDC INC | $23.07万 | 0.09% | 15,799 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $24.60万 | 0.09% | 5,105 | 5,105 | — | $24.60万 | 新建仓 |
| ALL | ALLSTATE CORP | $25.72万 | 0.10% | 1,203 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $26.45万 | 0.10% | 3,946 | -44,278 | -91.8% | -$296.84万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.50万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.62万 | 0.10% | 731 | 0 | 0.0% | — | 重新持有 |
| WM | WASTE MGMT INC DEL | $26.79万 | 0.10% | 1,251 | 171 | 15.8% | $3.66万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.85万 | 0.10% | 1,460 | 26 | 1.8% | $4,782 | 加仓 |
| SPGI | S&P GLOBAL INC | $28.16万 | 0.11% | 669 | 15 | 2.3% | $6,315 | 加仓 |
| DHR | DANAHER CORP DEL | $28.76万 | 0.11% | 1,727 | 31 | 1.8% | $5,162 | 加仓 |
| TLT | ISHARES TR | $30.08万 | 0.11% | 3,516 | 646 | 22.5% | $5.53万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.51万 | 0.11% | 674 | -32 | -4.5% | -$1.45万 | 减仓 |
| NUBD | NUSHARES ETF TR | $32.36万 | 0.12% | 14,627 | 2,025 | 16.1% | $4.48万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $33.11万 | 0.12% | 4,348 | 63 | 1.5% | $4,797 | 加仓 |
| GILD | GILEAD SCIENCES INC | $34.58万 | 0.13% | 2,590 | 208 | 8.7% | $2.78万 | 加仓 |
| T | AT&T INC | $34.95万 | 0.13% | 14,054 | 348 | 2.5% | $8,655 | 加仓 |
| PEP | PEPSICO INC | $36.57万 | 0.14% | 2,447 | 466 | 23.5% | $6.96万 | 加仓 |
| PFE | PFIZER INC | $38.02万 | 0.14% | 14,731 | 186 | 1.3% | $4,801 | 加仓 |
| APP | APPLOVIN CORP | $38.27万 | 0.14% | 800 | -101 | -11.2% | -$4.83万 | 减仓 |
| LIN | LINDE PLC | $38.59万 | 0.14% | 765 | 59 | 8.4% | $2.98万 | 加仓 |
| BAC | BANK AMERICA CORP | $40.99万 | 0.15% | 8,109 | -729 | -8.2% | -$3.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.14万 | 0.16% | 4,443 | -55 | -1.2% | -$5,216 | 减仓 |
| GE | GE AEROSPACE | $42.38万 | 0.16% | 1,409 | 15 | 1.1% | $4,512 | 加仓 |
| SUSB | ISHARES TR | $42.84万 | 0.16% | 17,148 | 1,922 | 12.6% | $4.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.32万 | 0.16% | 2,379 | 104 | 4.6% | $1.89万 | 加仓 |
| RTX | RTX CORPORATION | $43.60万 | 0.16% | 2,441 | 84 | 3.6% | $1.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.74万 | 0.17% | 9,472 | 1,391 | 17.2% | $6.57万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.75万 | 0.17% | 3,269 | 102 | 3.2% | $1.40万 | 加仓 |
| CRM | SALESFORCE INC | $49.84万 | 0.19% | 2,808 | -64 | -2.2% | -$1.14万 | 减仓 |
| NFLX | NETFLIX INC. | $50.02万 | 0.19% | 5,854 | -195 | -3.2% | -$1.67万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $50.39万 | 0.19% | 6,104 | 85 | 1.4% | $7,018 | 加仓 |
| C | CITIGROUP INC | $50.44万 | 0.19% | 4,008 | 244 | 6.5% | $3.07万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $52.00万 | 0.20% | 24,097 | 4,217 | 21.2% | $9.10万 | 加仓 |
| QCOM | QUALCOMM INC | $52.78万 | 0.20% | 2,222 | 38 | 1.7% | $9,026 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $54.19万 | 0.20% | 2,560 | 798 | 45.3% | $16.89万 | 加仓 |
| — | EXXON MOBIL CORP | $54.80万 | 0.21% | 3,661 | -470 | -11.4% | -$7.04万 | 减仓 |
| UL | UNILEVER PLC | $57.28万 | 0.21% | 10,007 | -5 | -0.0% | -$286 | 减仓 |
| — | AMPLIFY ETF TR | $58.72万 | 0.22% | 7,912 | 645 | 8.9% | $4.79万 | 加仓 |
| BLK | BLACKROCK INC | $58.82万 | 0.22% | 544 | -6 | -1.1% | -$6,488 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $61.59万 | 0.23% | 12,890 | 2,193 | 20.5% | $10.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $63.86万 | 0.24% | 2,157 | -131 | -5.7% | -$3.88万 | 减仓 |
| TSLA | TESLA INC | $66.53万 | 0.25% | 1,495 | -28 | -1.8% | -$1.25万 | 减仓 |
| CAT | CATERPILLAR INC | $66.54万 | 0.25% | 718 | -34 | -4.5% | -$3.15万 | 减仓 |
| DIS | DISNEY WALT CO | $68.23万 | 0.26% | 6,515 | 262 | 4.2% | $2.74万 | 加仓 |
| MCD | MCDONALDS CORP | $68.36万 | 0.26% | 2,489 | -21 | -0.8% | -$5,768 | 减仓 |
| ABBV | ABBVIE INC | $71.46万 | 0.27% | 3,524 | -354 | -9.1% | -$7.18万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $71.77万 | 0.27% | 28,672 | -647 | -2.2% | -$1.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $71.77万 | 0.27% | 9,754 | 290 | 3.1% | $2.13万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $72.42万 | 0.27% | 22,031 | 5,990 | 37.3% | $19.69万 | 加仓 |
| V | VISA INC | $73.35万 | 0.28% | 2,265 | 24 | 1.1% | $7,773 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $74.08万 | 0.28% | 2,372 | 5 | 0.2% | $1,562 | 加仓 |
| PG | PROCTER & GAMBLE CO | $76.58万 | 0.29% | 5,342 | -51 | -0.9% | -$7,311 | 减仓 |
| VOT | VANGUARD INDEX FDS | $77.07万 | 0.29% | 2,655 | 319 | 13.7% | $9.26万 | 加仓 |
| LLY | ELI LILLY & CO | $77.17万 | 0.29% | 798 | 14 | 1.8% | $1.35万 | 加仓 |
| ORCL | ORACLE CORP | $81.28万 | 0.31% | 4,193 | 65 | 1.6% | $1.26万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $84.64万 | 0.32% | 4,236 | -91 | -2.1% | -$1.82万 | 减仓 |
| MS | MORGAN STANLEY | $88.23万 | 0.33% | 4,617 | -91 | -1.9% | -$1.74万 | 减仓 |
| MRK | MERCK & CO INC | $88.42万 | 0.33% | 7,946 | 20 | 0.3% | $2,226 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $89.19万 | 0.33% | 944 | -53 | -5.3% | -$5.01万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.54万 | 0.34% | 2,355 | -23 | -1.0% | -$8,842 | 减仓 |
| TMUS | T-MOBILE US INC | $91.11万 | 0.34% | 4,774 | -25 | -0.5% | -$4,771 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $94.44万 | 0.35% | 15,638 | 1,805 | 13.0% | $10.90万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $94.57万 | 0.35% | 5,813 | 618 | 11.9% | $10.05万 | 加仓 |
| KO | COCA COLA CO | $97.77万 | 0.37% | 12,430 | -60 | -0.5% | -$4,719 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $100.28万 | 0.38% | 1,003 | 30 | 3.1% | $3.00万 | 加仓 |
| NUDM | NUSHARES ETF TR | $104.62万 | 0.39% | 26,906 | 2,915 | 12.2% | $11.33万 | 加仓 |
| AMGN | AMGEN INC | $105.96万 | 0.40% | 3,215 | -25 | -0.8% | -$8,240 | 减仓 |
| NUSC | NUSHARES ETF TR | $112.10万 | 0.42% | 22,845 | 2,220 | 10.8% | $10.89万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $112.99万 | 0.42% | 1,240,000 | -55,000 | -4.2% | -$5.01万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $113.09万 | 0.42% | 42,119 | 11,846 | 39.1% | $31.81万 | 加仓 |
| AVGO | BROADCOM INC | $114.78万 | 0.43% | 2,679 | -79 | -2.9% | -$3.38万 | 减仓 |
| CSCO | CISCO SYS INC | $117.73万 | 0.44% | 11,926 | 34 | 0.3% | $3,357 | 加仓 |
| — | FLEXSHARES TR | $118.30万 | 0.44% | 6,945 | 756 | 12.2% | $12.88万 | 加仓 |
| ISCV | ISHARES TR | $118.53万 | 0.44% | 15,951 | 2,137 | 15.5% | $15.88万 | 加仓 |
| INTC | INTEL CORP | $120.25万 | 0.45% | 9,290 | -335 | -3.5% | -$4.34万 | 减仓 |
| IJH | ISHARES TR | $131.17万 | 0.49% | 17,776 | 2,312 | 15.0% | $17.06万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $132.04万 | 0.50% | 1,375,000 | -15,000 | -1.1% | -$1.44万 | 减仓 |
| EFG | ISHARES TR | $153.66万 | 0.58% | 12,646 | 1,700 | 15.5% | $20.66万 | 加仓 |
| AMZN | AMAZON COM INC | $165.81万 | 0.62% | 6,164 | -380 | -5.8% | -$10.22万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $178.36万 | 0.67% | 58,961 | -736 | -1.2% | -$2.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $185.12万 | 0.69% | 4,173 | -199 | -4.6% | -$8.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $186.27万 | 0.70% | 4,060 | -117 | -2.8% | -$5.37万 | 减仓 |
| JNK | SPDR SERIES TRUST | $200.65万 | 0.75% | 20,832 | 5,580 | 36.6% | $53.75万 | 加仓 |
| RMD | RESMED INC | $223.55万 | 0.84% | 11,247 | -79 | -0.7% | -$1.57万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $227.38万 | 0.85% | 2,859 | -118 | -4.0% | -$9.38万 | 减仓 |
| STE | STERIS PLC | $238.12万 | 0.89% | 11,797 | -118 | -1.0% | -$2.38万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $256.66万 | 0.96% | 108,984 | 11,697 | 12.0% | $27.55万 | 加仓 |
| OMC | OMNICOM GROUP INC | $293.88万 | 1.10% | 39,106 | 312 | 0.8% | $2.34万 | 加仓 |
| GOOGL | ALPHABET INC | $294.06万 | 1.10% | 7,566 | -79 | -1.0% | -$3.07万 | 减仓 |
| IWO | ISHARES TR | $295.68万 | 1.11% | 7,931 | 703 | 9.7% | $26.21万 | 加仓 |
| NULG | NUSHARES ETF TR | $300.31万 | 1.13% | 27,503 | 2,513 | 10.1% | $27.44万 | 加仓 |
| KR | KROGER CO | $332.71万 | 1.25% | 51,344 | -630 | -1.2% | -$4.08万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $345.73万 | 1.30% | 39,364 | -774 | -1.9% | -$6.80万 | 减仓 |
| ADBE | ADOBE INC | $366.99万 | 1.38% | 14,909 | -352 | -2.3% | -$8.66万 | 减仓 |