Sage Investment Counsel LLC
Franklin TN · SEC CIK 0002055178
$9,014.43万2026Q1 申报市值
127持仓数
31.6%前十大占比 · 第一大 7.2%
8 / 4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
PNFP 新建仓+$645.47万
V 加仓+$57.85万
UBER 加仓+$45.96万
WHR 加仓+$39.78万
SLM 加仓+$28.03万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$718.40万
JANUS HENDERSON 减仓-$79.51万
RTX 减仓-$43.30万
DG 减仓-$26.78万
STT 清仓-$21.93万
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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC | $91.58万 | 1.02% | 6,106 | 351 | 6.1% | $5.26万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $99.59万 | 1.10% | 26,318 | 386 | 1.5% | $1.46万 | 加仓 |
| O | REALTY INCOME CORP | $101.63万 | 1.13% | 16,612 | 10 | 0.1% | $612 | 加仓 |
| VOO | VANGUARD INDEX FDS | $104.33万 | 1.16% | 1,746 | 5 | 0.3% | $2,988 | 加仓 |
| EUSA | ISHARES INC | $109.25万 | 1.21% | 10,735 | 425 | 4.1% | $4.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $117.58万 | 1.30% | 3,176 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $118.80万 | 1.32% | 3,703 | -1 | -0.0% | -$321 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $124.59万 | 1.38% | 21,555 | -1,479 | -6.4% | -$8.55万 | 减仓 |
| — | EXXON MOBIL CORP | $125.16万 | 1.39% | 7,377 | -640 | -8.0% | -$10.86万 | 减仓 |
| LEN | LENNAR CORP | $125.16万 | 1.39% | 14,413 | 1,384 | 10.6% | $12.02万 | 加仓 |
| SLM | SLM CORP | $125.34万 | 1.39% | 58,542 | 13,090 | 28.8% | $28.03万 | 加仓 |
| DG | DOLLAR GEN CORP | $135.17万 | 1.50% | 11,385 | -2,256 | -16.5% | -$26.78万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $136.54万 | 1.51% | 37,803 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $139.08万 | 1.54% | 6,678 | 964 | 16.9% | $20.08万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $141.87万 | 1.57% | 10,257 | -108 | -1.0% | -$1.49万 | 减仓 |
| CAT | CATERPILLAR INC | $142.12万 | 1.58% | 2,006 | -55 | -2.7% | -$3.90万 | 减仓 |
| ENB | ENBRIDGE INC | $144.92万 | 1.61% | 26,767 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $152.58万 | 1.69% | 9,044 | -57 | -0.6% | -$9,616 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $157.14万 | 1.74% | 5,342 | -100 | -1.8% | -$2.94万 | 减仓 |
| BAC | BANK AMERICA CORP | $157.38万 | 1.75% | 32,282 | 2,001 | 6.6% | $9.75万 | 加仓 |
| TFSL | TFS FINL CORP | $164.27万 | 1.82% | 116,921 | 93 | 0.1% | $1,307 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $167.56万 | 1.86% | 22,285 | 1,082 | 5.1% | $8.14万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $171.83万 | 1.91% | 27,163 | 1,457 | 5.7% | $9.22万 | 加仓 |
| CB | CHUBB LTD SWITZ | $174.65万 | 1.94% | 5,358 | 100 | 1.9% | $3.26万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $182.28万 | 2.02% | 25,341 | 6,389 | 33.7% | $45.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.58万 | 2.28% | 4,290 | -80 | -1.8% | -$3.83万 | 减仓 |
| V | VISA INC | $212.99万 | 2.36% | 7,047 | 1,914 | 37.3% | $57.85万 | 加仓 |
| BN | BROOKFIELD CORP | $224.24万 | 2.49% | 55,408 | 1,490 | 2.8% | $6.03万 | 加仓 |
| ET | ENERGY TRANSFER L P | $260.18万 | 2.89% | 134,809 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 3.19% | 4 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $487.95万 | 5.41% | 19,227 | -97 | -0.5% | -$2.46万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $645.47万 | 7.16% | 74,933 | 74,933 | — | $645.47万 | 新建仓 |