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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $156.27万 | 0.54% | 20,153 | 2,377 | 13.4% | $18.43万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $163.02万 | 0.56% | 68,583 | -40,401 | -37.1% | -$96.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $175.22万 | 0.60% | 3,356 | -817 | -19.6% | -$42.66万 | 减仓 |
| EFG | ISHARES TR | $184.45万 | 0.64% | 14,642 | 1,996 | 15.8% | $25.14万 | 加仓 |
| AMZN | AMAZON COM INC | $189.07万 | 0.65% | 6,799 | 635 | 10.3% | $17.66万 | 加仓 |
| RMD | RESMED INC | $229.05万 | 0.79% | 10,409 | -838 | -7.5% | -$18.44万 | 减仓 |
| JNK | SPDR SERIES TRUST | $246.85万 | 0.85% | 25,808 | 4,976 | 23.9% | $47.60万 | 加仓 |
| KR | KROGER CO | $276.43万 | 0.95% | 48,943 | -2,401 | -4.7% | -$13.56万 | 减仓 |
| STE | STERIS PLC | $276.73万 | 0.95% | 11,583 | -214 | -1.8% | -$5.11万 | 减仓 |
| SLB | SLB LIMITED | $305.92万 | 1.06% | 57,503 | 57,503 | — | $305.92万 | 新建仓 |
| NULG | NUSHARES ETF TR | $306.49万 | 1.06% | 26,331 | -1,172 | -4.3% | -$13.64万 | 减仓 |
| OMC | OMNICOM GROUP INC | $326.92万 | 1.13% | 38,620 | -486 | -1.2% | -$4.11万 | 减仓 |
| IWO | ISHARES TR | $335.75万 | 1.16% | 8,653 | 722 | 9.1% | $28.02万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $389.64万 | 1.34% | 13,449 | 42 | 0.3% | $1.22万 | 加仓 |
| PSA | PUBLIC STORAGE | $409.09万 | 1.41% | 12,560 | -218 | -1.7% | -$7.10万 | 减仓 |
| YELP | YELP INC | $410.77万 | 1.42% | 167,319 | 554 | 0.3% | $1.36万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $427.51万 | 1.47% | 46,353 | -872 | -1.8% | -$8.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $435.55万 | 1.50% | 40,332 | 968 | 2.5% | $10.45万 | 加仓 |
| WMT | WALMART INC | $439.51万 | 1.52% | 39,012 | -9,524 | -19.6% | -$107.30万 | 减仓 |
| META | META PLATFORMS INC | $467.61万 | 1.61% | 7,860 | 30 | 0.4% | $1.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $482.55万 | 1.66% | 15,749 | 13,592 | 630.1% | $416.46万 | 加仓 |
| GOOG | ALPHABET INC | $493.76万 | 1.70% | 13,876 | -13 | -0.1% | -$4,626 | 减仓 |
| ETN | EATON CORP PLC | $511.26万 | 1.76% | 11,490 | 1,277 | 12.5% | $56.82万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $512.73万 | 1.77% | 63,245 | 13,290 | 26.6% | $107.74万 | 加仓 |
| IAU | ISHARES GOLD TR | $546.47万 | 1.89% | 66,231 | 5,365 | 8.8% | $44.27万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $551.75万 | 1.90% | 14,689 | 178 | 1.2% | $6.69万 | 加仓 |
| TXN | TEXAS INSTRS INC | $561.86万 | 1.94% | 20,035 | 1,392 | 7.5% | $39.04万 | 加仓 |
| HD | HOME DEPOT INC | $600.38万 | 2.07% | 17,115 | 599 | 3.6% | $21.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $606.47万 | 2.09% | 25,664 | 637 | 2.5% | $15.05万 | 加仓 |
| CMI | CUMMINS INC | $618.44万 | 2.13% | 9,742 | 139 | 1.4% | $8.82万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $648.49万 | 2.24% | 27,290 | -968 | -3.4% | -$23.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $658.86万 | 2.27% | 12,445 | 98 | 0.8% | $5.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $698.84万 | 2.41% | 12,409 | 18 | 0.1% | $1.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $699.91万 | 2.41% | 35,909 | 46 | 0.1% | $8,966 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $715.52万 | 2.47% | 9,256 | 1,118 | 13.7% | $86.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $768.67万 | 2.65% | 29,360 | -135 | -0.5% | -$3.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $774.59万 | 2.67% | 21,529 | 457 | 2.2% | $16.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $799.73万 | 2.76% | 20,770 | -4,373 | -17.4% | -$168.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $877.71万 | 3.03% | 40,345 | 549 | 1.4% | $11.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,161.34万 | 4.01% | 413,584 | 22,979 | 5.9% | $64.53万 | 加仓 |
| IVW | ISHARES TR | $1,166.83万 | 4.03% | 82,316 | 7,448 | 9.9% | $105.58万 | 加仓 |
| AAPL | APPLE INC | $1,173.08万 | 4.05% | 38,055 | -569 | -1.5% | -$17.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,258.02万 | 4.34% | 24,859 | 1,041 | 4.4% | $52.68万 | 加仓 |