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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,258.02万 | 4.34% | 24,859 | 1,041 | 4.4% | $52.68万 | 加仓 |
| AAPL | APPLE INC | $1,173.08万 | 4.05% | 38,055 | -569 | -1.5% | -$17.54万 | 减仓 |
| IVW | ISHARES TR | $1,166.83万 | 4.03% | 82,316 | 7,448 | 9.9% | $105.58万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,161.34万 | 4.01% | 413,584 | 22,979 | 5.9% | $64.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $877.71万 | 3.03% | 40,345 | 549 | 1.4% | $11.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $799.73万 | 2.76% | 20,770 | -4,373 | -17.4% | -$168.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $774.59万 | 2.67% | 21,529 | 457 | 2.2% | $16.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $768.67万 | 2.65% | 29,360 | -135 | -0.5% | -$3.53万 | 减仓 |
| 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 |
| CVX | CHEVRON CORPORATION | $699.91万 | 2.41% | 35,909 | 46 | 0.1% | $8,966 | 加仓 |
| MA | MASTERCARD INCORPORATED | $698.84万 | 2.41% | 12,409 | 18 | 0.1% | $1.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $658.86万 | 2.27% | 12,445 | 98 | 0.8% | $5.19万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $648.49万 | 2.24% | 27,290 | -968 | -3.4% | -$23.00万 | 减仓 |
| CMI | CUMMINS INC | $618.44万 | 2.13% | 9,742 | 139 | 1.4% | $8.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $606.47万 | 2.09% | 25,664 | 637 | 2.5% | $15.05万 | 加仓 |
| HD | HOME DEPOT INC | $600.38万 | 2.07% | 17,115 | 599 | 3.6% | $21.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $561.86万 | 1.94% | 20,035 | 1,392 | 7.5% | $39.04万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $551.75万 | 1.90% | 14,689 | 178 | 1.2% | $6.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $546.47万 | 1.89% | 66,231 | 5,365 | 8.8% | $44.27万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $512.73万 | 1.77% | 63,245 | 13,290 | 26.6% | $107.74万 | 加仓 |
| ETN | EATON CORP PLC | $511.26万 | 1.76% | 11,490 | 1,277 | 12.5% | $56.82万 | 加仓 |
| GOOG | ALPHABET INC | $493.76万 | 1.70% | 13,876 | -13 | -0.1% | -$4,626 | 减仓 |
| LRCX | LAM RESEARCH CORP | $482.55万 | 1.66% | 15,749 | 13,592 | 630.1% | $416.46万 | 加仓 |
| META | META PLATFORMS INC | $467.61万 | 1.61% | 7,860 | 30 | 0.4% | $1.78万 | 加仓 |
| WMT | WALMART INC | $439.51万 | 1.52% | 39,012 | -9,524 | -19.6% | -$107.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $435.55万 | 1.50% | 40,332 | 968 | 2.5% | $10.45万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $427.51万 | 1.47% | 46,353 | -872 | -1.8% | -$8.04万 | 减仓 |
| YELP | YELP INC | $410.77万 | 1.42% | 167,319 | 554 | 0.3% | $1.36万 | 加仓 |
| PSA | PUBLIC STORAGE | $409.09万 | 1.41% | 12,560 | -218 | -1.7% | -$7.10万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $389.64万 | 1.34% | 13,449 | 42 | 0.3% | $1.22万 | 加仓 |
| IWO | ISHARES TR | $335.75万 | 1.16% | 8,653 | 722 | 9.1% | $28.02万 | 加仓 |
| OMC | OMNICOM GROUP INC | $326.92万 | 1.13% | 38,620 | -486 | -1.2% | -$4.11万 | 减仓 |
| NULG | NUSHARES ETF TR | $306.49万 | 1.06% | 26,331 | -1,172 | -4.3% | -$13.64万 | 减仓 |
| SLB | SLB LIMITED | $305.92万 | 1.06% | 57,503 | 57,503 | — | $305.92万 | 新建仓 |
| STE | STERIS PLC | $276.73万 | 0.95% | 11,583 | -214 | -1.8% | -$5.11万 | 减仓 |
| KR | KROGER CO | $276.43万 | 0.95% | 48,943 | -2,401 | -4.7% | -$13.56万 | 减仓 |
| JNK | SPDR SERIES TRUST | $246.85万 | 0.85% | 25,808 | 4,976 | 23.9% | $47.60万 | 加仓 |
| RMD | RESMED INC | $229.05万 | 0.79% | 10,409 | -838 | -7.5% | -$18.44万 | 减仓 |
| AMZN | AMAZON COM INC | $189.07万 | 0.65% | 6,799 | 635 | 10.3% | $17.66万 | 加仓 |
| EFG | ISHARES TR | $184.45万 | 0.64% | 14,642 | 1,996 | 15.8% | $25.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $175.22万 | 0.60% | 3,356 | -817 | -19.6% | -$42.66万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $163.02万 | 0.56% | 68,583 | -40,401 | -37.1% | -$96.03万 | 减仓 |
| IJH | ISHARES TR | $156.27万 | 0.54% | 20,153 | 2,377 | 13.4% | $18.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $150.16万 | 0.52% | 1,744 | -1,115 | -39.0% | -$96.00万 | 减仓 |
| ISCV | ISHARES TR | $145.53万 | 0.50% | 17,984 | 2,033 | 12.7% | $16.45万 | 加仓 |
| GOOGL | ALPHABET INC | $141.10万 | 0.49% | 3,946 | -3,620 | -47.8% | -$129.44万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $134.28万 | 0.46% | 51,824 | 9,705 | 23.0% | $25.15万 | 加仓 |
| AMGN | AMGEN INC | $133.21万 | 0.46% | 3,193 | -22 | -0.7% | -$9,178 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $130.21万 | 0.45% | 2,773 | -1,287 | -31.7% | -$60.43万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $128.15万 | 0.44% | 1,325,000 | -50,000 | -3.6% | -$4.84万 | 减仓 |
| — | FLEXSHARES TR | $124.49万 | 0.43% | 6,827 | -118 | -1.7% | -$2.15万 | 减仓 |
| AVGO | BROADCOM INC | $122.28万 | 0.42% | 2,895 | 216 | 8.1% | $9.12万 | 加仓 |
| CSCO | CISCO SYS INC | $121.66万 | 0.42% | 9,926 | -2,000 | -16.8% | -$24.51万 | 减仓 |
| NUSC | NUSHARES ETF TR | $119.06万 | 0.41% | 22,679 | -166 | -0.7% | -$8,715 | 减仓 |
| LLY | ELI LILLY & CO | $113.71万 | 0.39% | 923 | 125 | 15.7% | $15.40万 | 加仓 |
| NUDM | NUSHARES ETF TR | $111.91万 | 0.39% | 27,064 | 158 | 0.6% | $6,533 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $111.23万 | 0.38% | 1,200,000 | -40,000 | -3.2% | -$3.71万 | 减仓 |
| MRK | MERCK & CO INC | $107.32万 | 0.37% | 8,197 | 251 | 3.2% | $3.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $106.36万 | 0.37% | 17,630 | 1,992 | 12.7% | $12.02万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $105.61万 | 0.36% | 6,668 | 855 | 14.7% | $13.54万 | 加仓 |
| MS | MORGAN STANLEY | $103.72万 | 0.36% | 4,817 | 200 | 4.3% | $4.31万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $99.51万 | 0.34% | 28,545 | 6,514 | 29.6% | $22.71万 | 加仓 |
| ABBV | ABBVIE INC | $96.73万 | 0.33% | 3,901 | 377 | 10.7% | $9.35万 | 加仓 |
| V | VISA INC | $94.81万 | 0.33% | 2,624 | 359 | 15.8% | $12.97万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $91.64万 | 0.32% | 3,002 | 347 | 13.1% | $10.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $85.58万 | 0.30% | 5,844 | 502 | 9.4% | $7.35万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.55万 | 0.30% | 4,102 | 4,102 | — | $85.55万 | 新建仓 |
| LIN | LINDE PLC | $85.54万 | 0.30% | 1,737 | 972 | 127.1% | $47.87万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $83.43万 | 0.29% | 1,822 | 1,822 | — | $83.43万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $79.59万 | 0.27% | 4,298 | 62 | 1.5% | $1.15万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $76.86万 | 0.27% | 4,821 | 2,821 | 141.1% | $44.98万 | 加仓 |
| KO | COCA COLA CO | $75.44万 | 0.26% | 8,684 | -3,746 | -30.1% | -$32.54万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $74.46万 | 0.26% | 16,342 | 3,452 | 26.8% | $15.73万 | 加仓 |
| BAC | BANK OF AMER CORP | $74.20万 | 0.26% | 11,619 | 3,510 | 43.3% | $22.41万 | 加仓 |
| NFLX | NETFLIX INC. | $73.52万 | 0.25% | 9,637 | 3,783 | 64.6% | $28.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.11万 | 0.25% | 767 | -236 | -23.5% | -$22.49万 | 减仓 |
| INTC | INTEL CORP | $69.80万 | 0.24% | 7,157 | -2,133 | -23.0% | -$20.80万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $69.70万 | 0.24% | 1,590 | 1,590 | — | $69.70万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.36万 | 0.24% | 2,498 | -62 | -2.4% | -$1.70万 | 减仓 |
| GE | GE AEROSPACE | $65.75万 | 0.23% | 1,793 | 384 | 27.3% | $14.08万 | 加仓 |
| — | EXXON MOBIL CORP | $64.49万 | 0.22% | 4,036 | 375 | 10.2% | $5.99万 | 加仓 |
| UL | UNILEVER PLC | $63.92万 | 0.22% | 10,169 | 162 | 1.6% | $1.02万 | 加仓 |
| — | AMPLIFY ETF TR | $63.53万 | 0.22% | 7,710 | -202 | -2.6% | -$1.66万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.52万 | 0.22% | 614 | -330 | -35.0% | -$34.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $63.38万 | 0.22% | 3,617 | 348 | 10.6% | $6.10万 | 加仓 |
| BLK | BLACKROCK INC | $61.32万 | 0.21% | 542 | -2 | -0.4% | -$2,263 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.58万 | 0.21% | 1,482 | -873 | -37.1% | -$35.68万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $60.43万 | 0.21% | 28,615 | 4,518 | 18.7% | $9.54万 | 加仓 |
| TSLA | TESLA INC | $59.13万 | 0.20% | 1,787 | 292 | 19.5% | $9.66万 | 加仓 |
| RTX | RTX CORPORATION | $58.25万 | 0.20% | 2,599 | 158 | 6.5% | $3.54万 | 加仓 |
| CAT | CATERPILLAR INC | $55.62万 | 0.19% | 664 | -54 | -7.5% | -$4.52万 | 减仓 |
| ORCL | ORACLE CORP | $55.37万 | 0.19% | 3,666 | -527 | -12.6% | -$7.96万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $54.64万 | 0.19% | 1,043 | 1,043 | — | $54.64万 | 新建仓 |
| WFC | WELLS FARGO & CO | $54.38万 | 0.19% | 6,214 | -3,540 | -36.3% | -$30.98万 | 减仓 |
| GEV | GE VERNOVA INC | $53.01万 | 0.18% | 535 | 535 | — | $53.01万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $50.07万 | 0.17% | 2,352 | 2,352 | — | $50.07万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $48.84万 | 0.17% | 2,626 | 247 | 10.4% | $4.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.72万 | 0.15% | 9,508 | 36 | 0.4% | $1,693 | 加仓 |
| SUSB | ISHARES TR | $43.89万 | 0.15% | 17,684 | 536 | 3.1% | $1.33万 | 加仓 |
| LOW | LOWES COS INC | $43.19万 | 0.15% | 1,973 | 1,973 | — | $43.19万 | 新建仓 |