Sage Investment Counsel LLC
Franklin TN · SEC CIK 0002055178
$9,985.65万2026Q2 申报市值
126持仓数
32.2%前十大占比 · 第一大 7.6%
9 / 11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
PS 新建仓+$124.11万
MSFT 加仓+$83.81万
META 加仓+$66.63万
V 加仓+$33.66万
MELI 新建仓+$23.76万
2026Q2 卖出最多 按季末市值估算
STZ 清仓-$91.58万
WHR 清仓-$54.85万
SNX 减仓-$51.36万
HTZ 清仓-$44.50万
JANUS HENDERSON 清仓-$41.17万
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 |
|---|---|---|---|---|---|---|---|---|
| DVA | DAVITA INC | $79.09万 | 0.79% | 3,555 | 0 | 0.0% | — | 不变 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $79.16万 | 0.79% | 7,000 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $80.03万 | 0.80% | 3,293 | 59 | 1.8% | $1.43万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $80.44万 | 0.81% | 10,690 | 545 | 5.4% | $4.10万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $96.94万 | 0.97% | 26,372 | 54 | 0.2% | $1,985 | 加仓 |
| — | EXXON MOBIL CORP | $100.86万 | 1.01% | 7,377 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $103.02万 | 1.03% | 16,626 | 14 | 0.1% | $867 | 加仓 |
| META | META PLATFORMS INC | $108.42万 | 1.09% | 1,925 | 1,183 | 159.4% | $66.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.32万 | 1.20% | 1,752 | 6 | 0.3% | $4,121 | 加仓 |
| ENB | ENBRIDGE INC | $123.42万 | 1.24% | 22,767 | -4,000 | -14.9% | -$21.68万 | 减仓 |
| EUSA | ISHARES INC | $123.46万 | 1.24% | 10,812 | 77 | 0.7% | $8,792 | 加仓 |
| PS | PERSHING SQUARE INC | $124.11万 | 1.24% | 37,770 | 37,770 | — | $124.11万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $137.13万 | 1.37% | 3,706 | 3 | 0.1% | $1,110 | 加仓 |
| LEN | LENNAR CORP | $137.62万 | 1.38% | 15,208 | 795 | 5.5% | $7.19万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $137.94万 | 1.38% | 37,803 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $139.53万 | 1.40% | 21,549 | -6 | -0.0% | -$389 | 减仓 |
| DG | DOLLAR GEN CORP | $143.37万 | 1.44% | 12,455 | 1,070 | 9.4% | $12.32万 | 加仓 |
| AMZN | AMAZON COM INC | $159.26万 | 1.59% | 6,682 | 4 | 0.1% | $953 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $161.03万 | 1.61% | 10,260 | 3 | 0.0% | $471 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $174.86万 | 1.75% | 5,342 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $175.13万 | 1.75% | 67,512 | 8,970 | 15.3% | $23.27万 | 加仓 |
| CB | CHUBB LIMITED | $181.60万 | 1.82% | 5,330 | -28 | -0.5% | -$9,540 | 减仓 |
| BAC | BANK OF AMER CORP | $183.92万 | 1.84% | 32,279 | -3 | -0.0% | -$171 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $188.24万 | 1.89% | 26,086 | 745 | 2.9% | $5.38万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $190.43万 | 1.91% | 7,123 | -1,921 | -21.2% | -$51.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $202.28万 | 2.03% | 5,423 | 2,247 | 70.7% | $83.81万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $204.93万 | 2.05% | 22,745 | 460 | 2.1% | $4.14万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $205.73万 | 2.06% | 28,778 | 1,615 | 5.9% | $11.55万 | 加仓 |
| TFSL | TFS FINL CORP | $207.32万 | 2.08% | 116,998 | 77 | 0.1% | $1,364 | 加仓 |
| CAT | CATERPILLAR INC | $213.11万 | 2.13% | 2,001 | -5 | -0.2% | -$5,325 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $214.67万 | 2.15% | 4,290 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $236.28万 | 2.37% | 55,478 | 70 | 0.1% | $2,981 | 加仓 |
| ET | ENERGY TRANSFER L P | $257.76万 | 2.58% | 134,810 | 1 | 0.0% | $19 | 加仓 |
| V | VISA INC | $275.44万 | 2.76% | 8,028 | 981 | 13.9% | $33.66万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 3.00% | 4 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $553.88万 | 5.55% | 19,142 | -85 | -0.4% | -$2.46万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $755.95万 | 7.57% | 74,936 | 3 | 0.0% | $303 | 加仓 |