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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,130.44万 | 4.24% | 38,624 | -6,653 | -14.7% | -$194.72万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,068.70万 | 4.01% | 390,605 | 309,500 | 381.6% | $846.79万 | 加仓 |
| IVW | ISHARES TR | $1,019.93万 | 3.83% | 74,868 | 7,151 | 10.6% | $97.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $982.87万 | 3.69% | 23,818 | 337 | 1.4% | $13.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $873.28万 | 3.28% | 39,796 | -24 | -0.1% | -$5,267 | 减仓 |
| CMI | CUMMINS INC | $674.76万 | 2.53% | 9,603 | -1,794 | -15.7% | -$126.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $662.53万 | 2.49% | 35,863 | -312 | -0.9% | -$5.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $653.11万 | 2.45% | 29,495 | -1,811 | -5.8% | -$40.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $632.16万 | 2.37% | 21,072 | -489 | -2.3% | -$14.67万 | 减仓 |
| WMT | WALMART INC | $619.27万 | 2.32% | 48,536 | 1,257 | 2.7% | $16.04万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $616.84万 | 2.31% | 12,391 | -10 | -0.1% | -$4,978 | 减仓 |
| 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $592.10万 | 2.22% | 12,347 | 64 | 0.5% | $3.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $559.48万 | 2.10% | 25,027 | 467 | 1.9% | $10.44万 | 加仓 |
| TXN | TEXAS INSTRS INC | $555.11万 | 2.08% | 18,643 | 13,254 | 245.9% | $394.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $542.07万 | 2.03% | 60,866 | 1,834 | 3.1% | $16.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $537.21万 | 2.02% | 25,143 | 234 | 0.9% | $5.00万 | 加仓 |
| GOOG | ALPHABET INC | $537.18万 | 2.02% | 13,889 | -8,642 | -38.4% | -$334.25万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $536.37万 | 2.01% | 28,258 | -241 | -0.8% | -$4.57万 | 减仓 |
| HD | HOME DEPOT INC | $514.30万 | 1.93% | 16,516 | 232 | 1.4% | $7.22万 | 加仓 |
| META | META PLATFORMS INC | $468.91万 | 1.76% | 7,830 | 223 | 2.9% | $13.35万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $431.40万 | 1.62% | 47,225 | 747 | 1.6% | $6.82万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $431.17万 | 1.62% | 14,511 | -5,073 | -25.9% | -$150.73万 | 减仓 |
| ETN | EATON CORP PLC | $427.92万 | 1.61% | 10,213 | -105 | -1.0% | -$4.40万 | 减仓 |
| YELP | YELP INC | $421.58万 | 1.58% | 166,765 | 79,667 | 91.5% | $201.40万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $413.18万 | 1.55% | 49,955 | 16,664 | 50.1% | $137.83万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $405.36万 | 1.52% | 13,407 | 247 | 1.9% | $7.47万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $398.10万 | 1.49% | 12,778 | -496 | -3.7% | -$15.45万 | 减仓 |
| ADBE | ADOBE INC | $366.99万 | 1.38% | 14,909 | -352 | -2.3% | -$8.66万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $345.73万 | 1.30% | 39,364 | -774 | -1.9% | -$6.80万 | 减仓 |
| KR | KROGER CO | $332.71万 | 1.25% | 51,344 | -630 | -1.2% | -$4.08万 | 减仓 |
| NULG | NUSHARES ETF TR | $300.31万 | 1.13% | 27,503 | 2,513 | 10.1% | $27.44万 | 加仓 |
| IWO | ISHARES TR | $295.68万 | 1.11% | 7,931 | 703 | 9.7% | $26.21万 | 加仓 |
| GOOGL | ALPHABET INC | $294.06万 | 1.10% | 7,566 | -79 | -1.0% | -$3.07万 | 减仓 |
| OMC | OMNICOM GROUP INC | $293.88万 | 1.10% | 39,106 | 312 | 0.8% | $2.34万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $256.66万 | 0.96% | 108,984 | 11,697 | 12.0% | $27.55万 | 加仓 |
| STE | STERIS PLC | $238.12万 | 0.89% | 11,797 | -118 | -1.0% | -$2.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $227.38万 | 0.85% | 2,859 | -118 | -4.0% | -$9.38万 | 减仓 |
| RMD | RESMED INC | $223.55万 | 0.84% | 11,247 | -79 | -0.7% | -$1.57万 | 减仓 |
| JNK | SPDR SERIES TRUST | $200.65万 | 0.75% | 20,832 | 5,580 | 36.6% | $53.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $186.27万 | 0.70% | 4,060 | -117 | -2.8% | -$5.37万 | 减仓 |
| AMAT | APPLIED MATLS INC | $185.12万 | 0.69% | 4,173 | -199 | -4.6% | -$8.83万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $178.36万 | 0.67% | 58,961 | -736 | -1.2% | -$2.23万 | 减仓 |
| AMZN | AMAZON COM INC | $165.81万 | 0.62% | 6,164 | -380 | -5.8% | -$10.22万 | 减仓 |
| EFG | ISHARES TR | $153.66万 | 0.58% | 12,646 | 1,700 | 15.5% | $20.66万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $132.04万 | 0.50% | 1,375,000 | -15,000 | -1.1% | -$1.44万 | 减仓 |
| IJH | ISHARES TR | $131.17万 | 0.49% | 17,776 | 2,312 | 15.0% | $17.06万 | 加仓 |
| INTC | INTEL CORP | $120.25万 | 0.45% | 9,290 | -335 | -3.5% | -$4.34万 | 减仓 |
| ISCV | ISHARES TR | $118.53万 | 0.44% | 15,951 | 2,137 | 15.5% | $15.88万 | 加仓 |
| — | FLEXSHARES TR | $118.30万 | 0.44% | 6,945 | 756 | 12.2% | $12.88万 | 加仓 |
| CSCO | CISCO SYS INC | $117.73万 | 0.44% | 11,926 | 34 | 0.3% | $3,357 | 加仓 |
| AVGO | BROADCOM INC | $114.78万 | 0.43% | 2,679 | -79 | -2.9% | -$3.38万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $113.09万 | 0.42% | 42,119 | 11,846 | 39.1% | $31.81万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $112.99万 | 0.42% | 1,240,000 | -55,000 | -4.2% | -$5.01万 | 减仓 |
| NUSC | NUSHARES ETF TR | $112.10万 | 0.42% | 22,845 | 2,220 | 10.8% | $10.89万 | 加仓 |
| AMGN | AMGEN INC | $105.96万 | 0.40% | 3,215 | -25 | -0.8% | -$8,240 | 减仓 |
| NUDM | NUSHARES ETF TR | $104.62万 | 0.39% | 26,906 | 2,915 | 12.2% | $11.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $100.28万 | 0.38% | 1,003 | 30 | 3.1% | $3.00万 | 加仓 |
| KO | COCA COLA CO | $97.77万 | 0.37% | 12,430 | -60 | -0.5% | -$4,719 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $94.57万 | 0.35% | 5,813 | 618 | 11.9% | $10.05万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $94.44万 | 0.35% | 15,638 | 1,805 | 13.0% | $10.90万 | 加仓 |
| TMUS | T-MOBILE US INC | $91.11万 | 0.34% | 4,774 | -25 | -0.5% | -$4,771 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.54万 | 0.34% | 2,355 | -23 | -1.0% | -$8,842 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $89.19万 | 0.33% | 944 | -53 | -5.3% | -$5.01万 | 减仓 |
| MRK | MERCK & CO INC | $88.42万 | 0.33% | 7,946 | 20 | 0.3% | $2,226 | 加仓 |
| MS | MORGAN STANLEY | $88.23万 | 0.33% | 4,617 | -91 | -1.9% | -$1.74万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $84.64万 | 0.32% | 4,236 | -91 | -2.1% | -$1.82万 | 减仓 |
| ORCL | ORACLE CORP | $81.28万 | 0.31% | 4,193 | 65 | 1.6% | $1.26万 | 加仓 |
| LLY | ELI LILLY & CO | $77.17万 | 0.29% | 798 | 14 | 1.8% | $1.35万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $77.07万 | 0.29% | 2,655 | 319 | 13.7% | $9.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $76.58万 | 0.29% | 5,342 | -51 | -0.9% | -$7,311 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $74.08万 | 0.28% | 2,372 | 5 | 0.2% | $1,562 | 加仓 |
| V | VISA INC | $73.35万 | 0.28% | 2,265 | 24 | 1.1% | $7,773 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $72.42万 | 0.27% | 22,031 | 5,990 | 37.3% | $19.69万 | 加仓 |
| WFC | WELLS FARGO & CO | $71.77万 | 0.27% | 9,754 | 290 | 3.1% | $2.13万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $71.77万 | 0.27% | 28,672 | -647 | -2.2% | -$1.62万 | 减仓 |
| ABBV | ABBVIE INC | $71.46万 | 0.27% | 3,524 | -354 | -9.1% | -$7.18万 | 减仓 |
| MCD | MCDONALDS CORP | $68.36万 | 0.26% | 2,489 | -21 | -0.8% | -$5,768 | 减仓 |
| DIS | DISNEY WALT CO | $68.23万 | 0.26% | 6,515 | 262 | 4.2% | $2.74万 | 加仓 |
| CAT | CATERPILLAR INC | $66.54万 | 0.25% | 718 | -34 | -4.5% | -$3.15万 | 减仓 |
| TSLA | TESLA INC | $66.53万 | 0.25% | 1,495 | -28 | -1.8% | -$1.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $63.86万 | 0.24% | 2,157 | -131 | -5.7% | -$3.88万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $61.59万 | 0.23% | 12,890 | 2,193 | 20.5% | $10.48万 | 加仓 |
| BLK | BLACKROCK INC | $58.82万 | 0.22% | 544 | -6 | -1.1% | -$6,488 | 减仓 |
| — | AMPLIFY ETF TR | $58.72万 | 0.22% | 7,912 | 645 | 8.9% | $4.79万 | 加仓 |
| UL | UNILEVER PLC | $57.28万 | 0.21% | 10,007 | -5 | -0.0% | -$286 | 减仓 |
| — | EXXON MOBIL CORP | $54.80万 | 0.21% | 3,661 | -470 | -11.4% | -$7.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $54.19万 | 0.20% | 2,560 | 798 | 45.3% | $16.89万 | 加仓 |
| QCOM | QUALCOMM INC | $52.78万 | 0.20% | 2,222 | 38 | 1.7% | $9,026 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $52.00万 | 0.20% | 24,097 | 4,217 | 21.2% | $9.10万 | 加仓 |
| C | CITIGROUP INC | $50.44万 | 0.19% | 4,008 | 244 | 6.5% | $3.07万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $50.39万 | 0.19% | 6,104 | 85 | 1.4% | $7,018 | 加仓 |
| NFLX | NETFLIX INC. | $50.02万 | 0.19% | 5,854 | -195 | -3.2% | -$1.67万 | 减仓 |
| CRM | SALESFORCE INC | $49.84万 | 0.19% | 2,808 | -64 | -2.2% | -$1.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.75万 | 0.17% | 3,269 | 102 | 3.2% | $1.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.74万 | 0.17% | 9,472 | 1,391 | 17.2% | $6.57万 | 加仓 |
| RTX | RTX CORPORATION | $43.60万 | 0.16% | 2,441 | 84 | 3.6% | $1.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.32万 | 0.16% | 2,379 | 104 | 4.6% | $1.89万 | 加仓 |
| SUSB | ISHARES TR | $42.84万 | 0.16% | 17,148 | 1,922 | 12.6% | $4.80万 | 加仓 |
| GE | GE AEROSPACE | $42.38万 | 0.16% | 1,409 | 15 | 1.1% | $4,512 | 加仓 |