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 |
|---|---|---|---|---|---|---|---|---|
| PSA | PUBLIC STORAGE OPER CO | $398.10万 | 1.49% | 12,778 | -496 | -3.7% | -$15.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $405.36万 | 1.52% | 13,407 | 247 | 1.9% | $7.47万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $413.18万 | 1.55% | 49,955 | 16,664 | 50.1% | $137.83万 | 加仓 |
| YELP | YELP INC | $421.58万 | 1.58% | 166,765 | 79,667 | 91.5% | $201.40万 | 加仓 |
| ETN | EATON CORP PLC | $427.92万 | 1.61% | 10,213 | -105 | -1.0% | -$4.40万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $431.17万 | 1.62% | 14,511 | -5,073 | -25.9% | -$150.73万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $431.40万 | 1.62% | 47,225 | 747 | 1.6% | $6.82万 | 加仓 |
| META | META PLATFORMS INC | $468.91万 | 1.76% | 7,830 | 223 | 2.9% | $13.35万 | 加仓 |
| HD | HOME DEPOT INC | $514.30万 | 1.93% | 16,516 | 232 | 1.4% | $7.22万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $536.37万 | 2.01% | 28,258 | -241 | -0.8% | -$4.57万 | 减仓 |
| GOOG | ALPHABET INC | $537.18万 | 2.02% | 13,889 | -8,642 | -38.4% | -$334.25万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $537.21万 | 2.02% | 25,143 | 234 | 0.9% | $5.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $542.07万 | 2.03% | 60,866 | 1,834 | 3.1% | $16.33万 | 加仓 |
| TXN | TEXAS INSTRS INC | $555.11万 | 2.08% | 18,643 | 13,254 | 245.9% | $394.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $559.48万 | 2.10% | 25,027 | 467 | 1.9% | $10.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $592.10万 | 2.22% | 12,347 | 64 | 0.5% | $3.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $601.64万 | 2.26% | 8,138 | 1,346 | 19.8% | $99.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $616.84万 | 2.31% | 12,391 | -10 | -0.1% | -$4,978 | 减仓 |
| WMT | WALMART INC | $619.27万 | 2.32% | 48,536 | 1,257 | 2.7% | $16.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $632.16万 | 2.37% | 21,072 | -489 | -2.3% | -$14.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $653.11万 | 2.45% | 29,495 | -1,811 | -5.8% | -$40.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $662.53万 | 2.49% | 35,863 | -312 | -0.9% | -$5.76万 | 减仓 |
| CMI | CUMMINS INC | $674.76万 | 2.53% | 9,603 | -1,794 | -15.7% | -$126.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $873.28万 | 3.28% | 39,796 | -24 | -0.1% | -$5,267 | 减仓 |
| MSFT | MICROSOFT CORP | $982.87万 | 3.69% | 23,818 | 337 | 1.4% | $13.91万 | 加仓 |
| IVW | ISHARES TR | $1,019.93万 | 3.83% | 74,868 | 7,151 | 10.6% | $97.42万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,068.70万 | 4.01% | 390,605 | 309,500 | 381.6% | $846.79万 | 加仓 |
| AAPL | APPLE INC | $1,130.44万 | 4.24% | 38,624 | -6,653 | -14.7% | -$194.72万 | 减仓 |