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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $42.14万 | 0.16% | 4,443 | -55 | -1.2% | -$5,216 | 减仓 |
| BAC | BANK AMERICA CORP | $40.99万 | 0.15% | 8,109 | -729 | -8.2% | -$3.69万 | 减仓 |
| LIN | LINDE PLC | $38.59万 | 0.14% | 765 | 59 | 8.4% | $2.98万 | 加仓 |
| APP | APPLOVIN CORP | $38.27万 | 0.14% | 800 | -101 | -11.2% | -$4.83万 | 减仓 |
| PFE | PFIZER INC | $38.02万 | 0.14% | 14,731 | 186 | 1.3% | $4,801 | 加仓 |
| PEP | PEPSICO INC | $36.57万 | 0.14% | 2,447 | 466 | 23.5% | $6.96万 | 加仓 |
| T | AT&T INC | $34.95万 | 0.13% | 14,054 | 348 | 2.5% | $8,655 | 加仓 |
| GILD | GILEAD SCIENCES INC | $34.58万 | 0.13% | 2,590 | 208 | 8.7% | $2.78万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $33.11万 | 0.12% | 4,348 | 63 | 1.5% | $4,797 | 加仓 |
| NUBD | NUSHARES ETF TR | $32.36万 | 0.12% | 14,627 | 2,025 | 16.1% | $4.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.51万 | 0.11% | 674 | -32 | -4.5% | -$1.45万 | 减仓 |
| TLT | ISHARES TR | $30.08万 | 0.11% | 3,516 | 646 | 22.5% | $5.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $28.76万 | 0.11% | 1,727 | 31 | 1.8% | $5,162 | 加仓 |
| SPGI | S&P GLOBAL INC | $28.16万 | 0.11% | 669 | 15 | 2.3% | $6,315 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.85万 | 0.10% | 1,460 | 26 | 1.8% | $4,782 | 加仓 |
| WM | WASTE MGMT INC DEL | $26.79万 | 0.10% | 1,251 | 171 | 15.8% | $3.66万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.62万 | 0.10% | 731 | 0 | 0.0% | — | 重新持有 |
| BNY | BANK NEW YORK MELLON CORP | $26.50万 | 0.10% | 2,000 | 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 |
| ALL | ALLSTATE CORP | $25.72万 | 0.10% | 1,203 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $24.60万 | 0.09% | 5,105 | 5,105 | — | $24.60万 | 新建仓 |
| KBDC | KAYNE ANDERSON BDC INC | $23.07万 | 0.09% | 15,799 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $22.60万 | 0.08% | 758 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $22.02万 | 0.08% | 560 | 25 | 4.7% | $9,832 | 加仓 |
| NOW | SERVICENOW INC | $21.95万 | 0.08% | 2,399 | 54 | 2.3% | $4,940 | 加仓 |
| MCK | MCKESSON CORP | $21.90万 | 0.08% | 302 | 0 | 0.0% | — | 不变 |
| — | 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 |