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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $43.13万 | 0.15% | 5,528 | 1,180 | 27.1% | $9.21万 | 加仓 |
| T | AT&T INC | $43.00万 | 0.15% | 17,880 | 3,826 | 27.2% | $9.20万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $42.76万 | 0.15% | 1,953 | 493 | 33.8% | $10.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $42.55万 | 0.15% | 3,917 | -2,187 | -35.8% | -$23.76万 | 减仓 |
| PFE | PFIZER INC | $40.51万 | 0.14% | 14,975 | 244 | 1.7% | $6,600 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.24万 | 0.14% | 6,206 | 6,206 | — | $40.24万 | 新建仓 |
| MDT | MEDTRONIC PLC | $39.94万 | 0.14% | 4,467 | 4,467 | — | $39.94万 | 新建仓 |
| NOW | SERVICENOW INC | $39.48万 | 0.14% | 3,098 | 699 | 29.1% | $8.91万 | 加仓 |
| DE | DEERE & CO | $39.12万 | 0.13% | 642 | 642 | — | $39.12万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $38.95万 | 0.13% | 4,599 | 156 | 3.5% | $1.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $38.77万 | 0.13% | 484 | 484 | — | $38.77万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $37.60万 | 0.13% | 915 | 246 | 36.8% | $10.11万 | 加仓 |
| KLAC | KLA CORP | $37.28万 | 0.13% | 1,934 | 1,934 | — | $37.28万 | 新建仓 |
| CRM | SALESFORCE INC | $37.09万 | 0.13% | 1,878 | -930 | -33.1% | -$18.37万 | 减仓 |
| TMUS | T-MOBILE US INC | $36.58万 | 0.13% | 2,053 | -2,721 | -57.0% | -$48.49万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $36.38万 | 0.13% | 2,734 | 144 | 5.6% | $1.92万 | 加仓 |
| QCOM | QUALCOMM INC | $36.33万 | 0.13% | 2,240 | 18 | 0.8% | $2,919 | 加仓 |
| EQIX | EQUINIX INC | $36.00万 | 0.12% | 345 | 345 | — | $36.00万 | 新建仓 |
| FTNT | FORTINET INC | $35.31万 | 0.12% | 2,150 | 2,150 | — | $35.31万 | 新建仓 |
| SO | SOUTHERN CO | $34.97万 | 0.12% | 3,828 | 3,828 | — | $34.97万 | 新建仓 |
| TLT | ISHARES TR | $34.83万 | 0.12% | 4,245 | 729 | 20.7% | $5.98万 | 加仓 |
| NUBD | NUSHARES ETF TR | $33.23万 | 0.11% | 15,276 | 649 | 4.4% | $1.41万 | 加仓 |
| PLD | PROLOGIS INC. | $32.40万 | 0.11% | 2,335 | 2,335 | — | $32.40万 | 新建仓 |
| ALL | ALLSTATE CORP | $31.01万 | 0.11% | 1,150 | -53 | -4.4% | -$1.43万 | 减仓 |
| MCD | MCDONALDS CORP | $29.53万 | 0.10% | 1,079 | -1,410 | -56.6% | -$38.58万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $29.28万 | 0.10% | 3,670 | -276 | -7.0% | -$2.20万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $29.11万 | 0.10% | 758 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $26.57万 | 0.09% | 302 | 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 |
| CDNS | CADENCE DESIGN SYSTEM INC | $24.26万 | 0.08% | 731 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $23.38万 | 0.08% | 5,038 | -67 | -1.3% | -$3,109 | 减仓 |
| 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 |