SGL Investment Advisors, Inc.
MISSOULA MT · SEC CIK 0002043186
$2.90亿2026Q2 申报市值
131持仓数
32.4%前十大占比 · 第一大 4.3%
17 / 12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
LRCX 加仓+$416.46万
SLB 新建仓+$305.92万
VCIT 加仓+$107.74万
IVW 加仓+$105.58万
SPY 加仓+$86.42万
2026Q2 卖出最多 按季末市值估算
ADBE 清仓-$366.99万
TSCO 清仓-$178.36万
PANW 减仓-$168.38万
GOOGL 减仓-$129.44万
WMT 减仓-$107.30万
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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -14,909 | -100.0% | -$366.99万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -58,961 | -100.0% | -$178.36万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -2,372 | -100.0% | -$74.08万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -28,672 | -100.0% | -$71.77万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -6,515 | -100.0% | -$68.23万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -4,008 | -100.0% | -$50.44万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -800 | -100.0% | -$38.27万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,447 | -100.0% | -$36.57万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -674 | -100.0% | -$30.51万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,727 | -100.0% | -$28.76万 | 清仓 |
| KBDC | KAYNE ANDERSON BDC INC | $0 | 0.00% | 0 | -15,799 | -100.0% | -$23.07万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -560 | -100.0% | -$22.02万 | 清仓 |
| XSOE | WISDOMTREE TR | $23.38万 | 0.08% | 5,038 | -67 | -1.3% | -$3,109 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $24.26万 | 0.08% | 731 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $24.47万 | 0.08% | 1,080 | -171 | -13.7% | -$3.87万 | 减仓 |
| MCK | MCKESSON CORP | $26.57万 | 0.09% | 302 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $29.11万 | 0.10% | 758 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $29.28万 | 0.10% | 3,670 | -276 | -7.0% | -$2.20万 | 减仓 |
| MCD | MCDONALDS CORP | $29.53万 | 0.10% | 1,079 | -1,410 | -56.6% | -$38.58万 | 减仓 |
| ALL | ALLSTATE CORP | $31.01万 | 0.11% | 1,150 | -53 | -4.4% | -$1.43万 | 减仓 |
| PLD | PROLOGIS INC. | $32.40万 | 0.11% | 2,335 | 2,335 | — | $32.40万 | 新建仓 |
| NUBD | NUSHARES ETF TR | $33.23万 | 0.11% | 15,276 | 649 | 4.4% | $1.41万 | 加仓 |
| TLT | ISHARES TR | $34.83万 | 0.12% | 4,245 | 729 | 20.7% | $5.98万 | 加仓 |
| SO | SOUTHERN CO | $34.97万 | 0.12% | 3,828 | 3,828 | — | $34.97万 | 新建仓 |
| FTNT | FORTINET INC | $35.31万 | 0.12% | 2,150 | 2,150 | — | $35.31万 | 新建仓 |
| EQIX | EQUINIX INC | $36.00万 | 0.12% | 345 | 345 | — | $36.00万 | 新建仓 |
| QCOM | QUALCOMM INC | $36.33万 | 0.13% | 2,240 | 18 | 0.8% | $2,919 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.38万 | 0.13% | 2,734 | 144 | 5.6% | $1.92万 | 加仓 |
| TMUS | T-MOBILE US INC | $36.58万 | 0.13% | 2,053 | -2,721 | -57.0% | -$48.49万 | 减仓 |
| CRM | SALESFORCE INC | $37.09万 | 0.13% | 1,878 | -930 | -33.1% | -$18.37万 | 减仓 |
| KLAC | KLA CORP | $37.28万 | 0.13% | 1,934 | 1,934 | — | $37.28万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $37.60万 | 0.13% | 915 | 246 | 36.8% | $10.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.77万 | 0.13% | 484 | 484 | — | $38.77万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $38.95万 | 0.13% | 4,599 | 156 | 3.5% | $1.32万 | 加仓 |
| DE | DEERE & CO | $39.12万 | 0.13% | 642 | 642 | — | $39.12万 | 新建仓 |
| NOW | SERVICENOW INC | $39.48万 | 0.14% | 3,098 | 699 | 29.1% | $8.91万 | 加仓 |
| MDT | MEDTRONIC PLC | $39.94万 | 0.14% | 4,467 | 4,467 | — | $39.94万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.24万 | 0.14% | 6,206 | 6,206 | — | $40.24万 | 新建仓 |
| PFE | PFIZER INC | $40.51万 | 0.14% | 14,975 | 244 | 1.7% | $6,600 | 加仓 |
| ABT | ABBOTT LABORATORIES | $42.55万 | 0.15% | 3,917 | -2,187 | -35.8% | -$23.76万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $42.76万 | 0.15% | 1,953 | 493 | 33.8% | $10.80万 | 加仓 |
| T | AT&T INC | $43.00万 | 0.15% | 17,880 | 3,826 | 27.2% | $9.20万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.13万 | 0.15% | 5,528 | 1,180 | 27.1% | $9.21万 | 加仓 |
| LOW | LOWES COS INC | $43.19万 | 0.15% | 1,973 | 1,973 | — | $43.19万 | 新建仓 |
| SUSB | ISHARES TR | $43.89万 | 0.15% | 17,684 | 536 | 3.1% | $1.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.72万 | 0.15% | 9,508 | 36 | 0.4% | $1,693 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $48.84万 | 0.17% | 2,626 | 247 | 10.4% | $4.59万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $50.07万 | 0.17% | 2,352 | 2,352 | — | $50.07万 | 新建仓 |
| GEV | GE VERNOVA INC | $53.01万 | 0.18% | 535 | 535 | — | $53.01万 | 新建仓 |
| WFC | WELLS FARGO & CO | $54.38万 | 0.19% | 6,214 | -3,540 | -36.3% | -$30.98万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $54.64万 | 0.19% | 1,043 | 1,043 | — | $54.64万 | 新建仓 |
| ORCL | ORACLE CORP | $55.37万 | 0.19% | 3,666 | -527 | -12.6% | -$7.96万 | 减仓 |
| CAT | CATERPILLAR INC | $55.62万 | 0.19% | 664 | -54 | -7.5% | -$4.52万 | 减仓 |
| RTX | RTX CORPORATION | $58.25万 | 0.20% | 2,599 | 158 | 6.5% | $3.54万 | 加仓 |
| TSLA | TESLA INC | $59.13万 | 0.20% | 1,787 | 292 | 19.5% | $9.66万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $60.43万 | 0.21% | 28,615 | 4,518 | 18.7% | $9.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.58万 | 0.21% | 1,482 | -873 | -37.1% | -$35.68万 | 减仓 |
| BLK | BLACKROCK INC | $61.32万 | 0.21% | 542 | -2 | -0.4% | -$2,263 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $63.38万 | 0.22% | 3,617 | 348 | 10.6% | $6.10万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.52万 | 0.22% | 614 | -330 | -35.0% | -$34.14万 | 减仓 |
| — | AMPLIFY ETF TR | $63.53万 | 0.22% | 7,710 | -202 | -2.6% | -$1.66万 | 减仓 |
| UL | UNILEVER PLC | $63.92万 | 0.22% | 10,169 | 162 | 1.6% | $1.02万 | 加仓 |
| — | EXXON MOBIL CORP | $64.49万 | 0.22% | 4,036 | 375 | 10.2% | $5.99万 | 加仓 |
| GE | GE AEROSPACE | $65.75万 | 0.23% | 1,793 | 384 | 27.3% | $14.08万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.36万 | 0.24% | 2,498 | -62 | -2.4% | -$1.70万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $69.70万 | 0.24% | 1,590 | 1,590 | — | $69.70万 | 新建仓 |
| INTC | INTEL CORP | $69.80万 | 0.24% | 7,157 | -2,133 | -23.0% | -$20.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.11万 | 0.25% | 767 | -236 | -23.5% | -$22.49万 | 减仓 |
| NFLX | NETFLIX INC. | $73.52万 | 0.25% | 9,637 | 3,783 | 64.6% | $28.86万 | 加仓 |
| BAC | BANK OF AMER CORP | $74.20万 | 0.26% | 11,619 | 3,510 | 43.3% | $22.41万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $74.46万 | 0.26% | 16,342 | 3,452 | 26.8% | $15.73万 | 加仓 |
| KO | COCA COLA CO | $75.44万 | 0.26% | 8,684 | -3,746 | -30.1% | -$32.54万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $76.86万 | 0.27% | 4,821 | 2,821 | 141.1% | $44.98万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $79.59万 | 0.27% | 4,298 | 62 | 1.5% | $1.15万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $83.43万 | 0.29% | 1,822 | 1,822 | — | $83.43万 | 新建仓 |
| LIN | LINDE PLC | $85.54万 | 0.30% | 1,737 | 972 | 127.1% | $47.87万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.55万 | 0.30% | 4,102 | 4,102 | — | $85.55万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $85.58万 | 0.30% | 5,844 | 502 | 9.4% | $7.35万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $91.64万 | 0.32% | 3,002 | 347 | 13.1% | $10.59万 | 加仓 |
| V | VISA INC | $94.81万 | 0.33% | 2,624 | 359 | 15.8% | $12.97万 | 加仓 |
| ABBV | ABBVIE INC | $96.73万 | 0.33% | 3,901 | 377 | 10.7% | $9.35万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $99.51万 | 0.34% | 28,545 | 6,514 | 29.6% | $22.71万 | 加仓 |
| MS | MORGAN STANLEY | $103.72万 | 0.36% | 4,817 | 200 | 4.3% | $4.31万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $105.61万 | 0.36% | 6,668 | 855 | 14.7% | $13.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $106.36万 | 0.37% | 17,630 | 1,992 | 12.7% | $12.02万 | 加仓 |
| MRK | MERCK & CO INC | $107.32万 | 0.37% | 8,197 | 251 | 3.2% | $3.29万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $111.23万 | 0.38% | 1,200,000 | -40,000 | -3.2% | -$3.71万 | 减仓 |
| NUDM | NUSHARES ETF TR | $111.91万 | 0.39% | 27,064 | 158 | 0.6% | $6,533 | 加仓 |
| LLY | ELI LILLY & CO | $113.71万 | 0.39% | 923 | 125 | 15.7% | $15.40万 | 加仓 |
| NUSC | NUSHARES ETF TR | $119.06万 | 0.41% | 22,679 | -166 | -0.7% | -$8,715 | 减仓 |
| CSCO | CISCO SYS INC | $121.66万 | 0.42% | 9,926 | -2,000 | -16.8% | -$24.51万 | 减仓 |
| AVGO | BROADCOM INC | $122.28万 | 0.42% | 2,895 | 216 | 8.1% | $9.12万 | 加仓 |
| — | FLEXSHARES TR | $124.49万 | 0.43% | 6,827 | -118 | -1.7% | -$2.15万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $128.15万 | 0.44% | 1,325,000 | -50,000 | -3.6% | -$4.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $130.21万 | 0.45% | 2,773 | -1,287 | -31.7% | -$60.43万 | 减仓 |
| AMGN | AMGEN INC | $133.21万 | 0.46% | 3,193 | -22 | -0.7% | -$9,178 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $134.28万 | 0.46% | 51,824 | 9,705 | 23.0% | $25.15万 | 加仓 |
| GOOGL | ALPHABET INC | $141.10万 | 0.49% | 3,946 | -3,620 | -47.8% | -$129.44万 | 减仓 |
| ISCV | ISHARES TR | $145.53万 | 0.50% | 17,984 | 2,033 | 12.7% | $16.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $150.16万 | 0.52% | 1,744 | -1,115 | -39.0% | -$96.00万 | 减仓 |