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 |
|---|---|---|---|---|---|---|---|---|
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -75,296 | -100.0% | -$718.40万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -1,700 | -100.0% | -$21.93万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -11,000 | -100.0% | -$18.41万 | 清仓 |
| EC | ECOPETROL S A | $0 | 0.00% | 0 | -11,500 | -100.0% | -$11.52万 | 清仓 |
| SMRT | SMARTRENT INC | $2.25万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $3.95万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| AIV | APARTMENT INVT & MGMT CO | $6.11万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $6.15万 | 0.07% | 17,000 | 17,000 | — | $6.15万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $7.41万 | 0.08% | 15,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $9.41万 | 0.10% | 18,700 | -6,100 | -24.6% | -$3.07万 | 减仓 |
| SFL | SFL CORPORATION LTD | $10.79万 | 0.12% | 10,000 | 10,000 | — | $10.79万 | 新建仓 |
| AHRT | AH RLTY TR INC | $10.89万 | 0.12% | 19,800 | 2,000 | 11.2% | $1.10万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $11.14万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $11.54万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $12.65万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $14.22万 | 0.16% | 12,855 | 1,000 | 8.4% | $1.11万 | 加仓 |
| — | AUNA S A | $14.88万 | 0.17% | 27,000 | 11,000 | 68.8% | $6.06万 | 加仓 |
| — | LANDS END INC NEW | $15.30万 | 0.17% | 13,610 | -7,665 | -36.0% | -$8.62万 | 减仓 |
| SB | SAFE BULKERS INC | $15.76万 | 0.17% | 24,900 | -100 | -0.4% | -$633 | 减仓 |
| — | ETF SER SOLUTIONS | $16.03万 | 0.18% | 17,836 | -24,196 | -57.6% | -$21.75万 | 重新持有 |
| BUR | BURFORD CAPITAL LIMITED | $19.89万 | 0.22% | 44,000 | 2,000 | 4.8% | $9,040 | 加仓 |
| IWM | ISHARES TR | $20.23万 | 0.22% | 816 | 816 | — | $20.23万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $20.63万 | 0.23% | 5,180 | 5,180 | — | $20.63万 | 新建仓 |
| ECL | ECOLAB INC | $20.75万 | 0.23% | 780 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES TR | $20.80万 | 0.23% | 5,400 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $21.17万 | 0.23% | 2,865 | 2,865 | — | $21.17万 | 新建仓 |
| CLS | CELESTICA INC | $21.35万 | 0.24% | 758 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $21.43万 | 0.24% | 10,000 | 10,000 | — | $21.43万 | 新建仓 |
| AGX | ARGAN INC | $21.94万 | 0.24% | 403 | 403 | — | $21.94万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $22.38万 | 0.25% | 12,420 | 1,000 | 8.8% | $1.80万 | 加仓 |
| FDUS | FIDUS INVT CORP | $22.77万 | 0.25% | 13,070 | 1,000 | 8.3% | $1.74万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $23.58万 | 0.26% | 7,449 | 14 | 0.2% | $443 | 加仓 |
| GOOG | ALPHABET INC | $23.85万 | 0.26% | 831 | -80 | -8.8% | -$2.30万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.10万 | 0.28% | 5,000 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $25.20万 | 0.28% | 532 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $25.33万 | 0.28% | 13,700 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $25.48万 | 0.28% | 3,500 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.84万 | 0.29% | 2,681 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $26.70万 | 0.30% | 392 | 0 | 0.0% | — | 不变 |
| — | GRUPO AVAL ACCIONES Y VALORE | $26.82万 | 0.30% | 60,955 | 26,955 | 79.3% | $11.86万 | 加仓 |
| NTR | NUTRIEN LTD | $27.17万 | 0.30% | 3,600 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $27.55万 | 0.31% | 3,700 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $28.28万 | 0.31% | 28,948 | 3,000 | 11.6% | $2.93万 | 加仓 |
| RTX | RTX CORPORATION | $28.47万 | 0.32% | 1,476 | -2,245 | -60.3% | -$43.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.92万 | 0.32% | 9,929 | 377 | 3.9% | $1.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.06万 | 0.32% | 1,404 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $30.20万 | 0.34% | 6,570 | -444 | -6.3% | -$2.04万 | 减仓 |
| AVGO | BROADCOM INC | $30.64万 | 0.34% | 990 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $30.67万 | 0.34% | 4,068 | -1,484 | -26.7% | -$11.19万 | 减仓 |
| — | VANGUARD MUN BD FDS | $30.75万 | 0.34% | 3,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $31.12万 | 0.35% | 1,784 | 100 | 5.9% | $1.74万 | 加仓 |
| CAAP | CORPORACION AMER ARPTS S A | $31.36万 | 0.35% | 12,400 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $31.74万 | 0.35% | 635 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $31.80万 | 0.35% | 1,106 | -45 | -3.9% | -$1.29万 | 减仓 |
| UNP | UNION PAC CORP | $31.98万 | 0.35% | 1,318 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $32.37万 | 0.36% | 11,847 | 1,000 | 9.2% | $2.73万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $32.51万 | 0.36% | 12,446 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $32.56万 | 0.36% | 2,595 | -764 | -22.7% | -$9.59万 | 减仓 |
| JOE | ST JOE CO | $32.66万 | 0.36% | 5,200 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $33.31万 | 0.37% | 2,990 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $34.75万 | 0.39% | 575 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.77万 | 0.40% | 2,878 | -120 | -4.0% | -$1.49万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $36.09万 | 0.40% | 3,700 | 200 | 5.7% | $1.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.63万 | 0.41% | 1,867 | 237 | 14.5% | $4.65万 | 加仓 |
| MTB | M & T BK CORP | $37.99万 | 0.42% | 1,838 | 1 | 0.1% | $207 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $41.17万 | 0.46% | 8,015 | -15,478 | -65.9% | -$79.51万 | 减仓 |
| META | META PLATFORMS INC | $42.44万 | 0.47% | 742 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $42.92万 | 0.48% | 25,262 | -497 | -1.9% | -$8,444 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $43.94万 | 0.49% | 200 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $44.27万 | 0.49% | 46,700 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $44.45万 | 0.49% | 1,881 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $44.50万 | 0.49% | 96,540 | 28,780 | 42.5% | $13.27万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.51万 | 0.49% | 2,440 | -160 | -6.2% | -$2.92万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $44.54万 | 0.49% | 18,801 | 2,002 | 11.9% | $4.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.34万 | 0.50% | 8,389 | 69 | 0.8% | $3,729 | 加仓 |
| CSCO | CISCO SYS INC | $45.73万 | 0.51% | 5,894 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $45.86万 | 0.51% | 14,948 | 2,623 | 21.3% | $8.05万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $47.01万 | 0.52% | 25,577 | 800 | 3.2% | $1.47万 | 加仓 |
| ABEV | AMBEV SA | $48.33万 | 0.54% | 165,500 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $48.79万 | 0.54% | 8,300 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $48.82万 | 0.54% | 7,511 | -2,811 | -27.2% | -$18.27万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $48.99万 | 0.54% | 5,920 | 525 | 9.7% | $4.34万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $54.52万 | 0.60% | 41,400 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $54.64万 | 0.61% | 3,555 | -480 | -11.9% | -$7.38万 | 减仓 |
| WHR | WHIRLPOOL CORP | $54.85万 | 0.61% | 10,172 | 7,377 | 263.9% | $39.78万 | 加仓 |
| FDX | FEDEX CORP | $55.21万 | 0.61% | 1,550 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $56.85万 | 0.63% | 8,600 | 200 | 2.4% | $1.32万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $57.70万 | 0.64% | 7,483 | 285 | 4.0% | $2.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $59.93万 | 0.66% | 6,756 | 107 | 1.6% | $9,491 | 加仓 |
| HD | HOME DEPOT INC | $60.48万 | 0.67% | 1,839 | -15 | -0.8% | -$4,933 | 减仓 |
| USB | US BANCORP | $62.65万 | 0.69% | 12,045 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $65.81万 | 0.73% | 12,304 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $67.25万 | 0.75% | 13,800 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $67.64万 | 0.75% | 2,740 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $69.24万 | 0.77% | 205 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $70.25万 | 0.78% | 3,234 | 451 | 16.2% | $9.80万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $71.56万 | 0.79% | 21,925 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $75.80万 | 0.84% | 10,145 | 805 | 8.6% | $6.01万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $80.31万 | 0.89% | 7,000 | 0 | 0.0% | — | 不变 |