13F 机构持仓

Sage Investment Counsel LLC

Franklin TN · SEC CIK 0002055178

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9,985.65万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PNFP 7.2%
AAPL 5.4%
BRK/A 3.2%
ET 2.9%
BN 2.5%
V 2.4%
BRK/B 2.3%
UBER 2.0%
CB 1.9%
HHH 1.9%

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
FDUS FIDUS INVT CORP $22.77万0.25%13,070 1,0008.3% $1.74万 加仓
ARCC ARES CAPITAL CORP $22.38万0.25%12,420 1,0008.8% $1.80万 加仓
AGX ARGAN INC $21.94万0.24%403 403— $21.94万 新建仓
DEA EASTERLY GOVT PPTYS INC $21.43万0.24%10,000 10,000— $21.43万 新建仓
CLS CELESTICA INC $21.35万0.24%758 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $21.17万0.23%2,865 2,865— $21.17万 新建仓
— BLACKROCK HEALTH SCIENCES TR $20.80万0.23%5,400 00.0% — 不变
ECL ECOLAB INC $20.75万0.23%780 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $20.63万0.23%5,180 5,180— $20.63万 新建仓
IWM ISHARES TR $20.23万0.22%816 816— $20.23万 新建仓
BUR BURFORD CAPITAL LIMITED $19.89万0.22%44,000 2,0004.8% $9,040 加仓
— ETF SER SOLUTIONS $16.03万0.18%17,836 -24,196-57.6% -$21.75万 重新持有
SB SAFE BULKERS INC $15.76万0.17%24,900 -100-0.4% -$633 减仓
— LANDS END INC NEW $15.30万0.17%13,610 -7,665-36.0% -$8.62万 减仓
— AUNA S A $14.88万0.17%27,000 11,00068.8% $6.06万 加仓
OBDC BLUE OWL CAPITAL CORPORATION $14.22万0.16%12,855 1,0008.4% $1.11万 加仓
CMBT CMB.TECH NV $12.65万0.14%10,000 00.0% — 不变
F FORD MTR CO $11.54万0.13%10,000 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $11.14万0.12%10,000 00.0% — 不变
AHRT AH RLTY TR INC $10.89万0.12%19,800 2,00011.2% $1.10万 加仓
SFL SFL CORPORATION LTD $10.79万0.12%10,000 10,000— $10.79万 新建仓
LYG LLOYDS BANKING GROUP PLC $9.41万0.10%18,700 -6,100-24.6% -$3.07万 减仓
FIP FTAI INFRASTRUCTURE INC $7.41万0.08%15,000 00.0% — 不变
UWMC UWM HOLDINGS CORPORATION $6.15万0.07%17,000 17,000— $6.15万 新建仓
AIV APARTMENT INVT & MGMT CO $6.11万0.07%15,000 00.0% — 不变
LAC LITHIUM AMERS CORP NEW $3.95万0.04%10,000 00.0% — 不变
SMRT SMARTRENT INC $2.25万0.02%15,000 00.0% — 不变
— PINNACLE FINL PARTNERS INC $00.00%0 -75,296-100.0% -$718.40万 清仓
SIRI SIRIUSXM HOLDINGS INC $00.00%0 —— — 申报中断
STT STATE STR CORP $00.00%0 -1,700-100.0% -$21.93万 清仓
NU NU HLDGS LTD $00.00%0 -11,000-100.0% -$18.41万 清仓
EC ECOPETROL S A $00.00%0 -11,500-100.0% -$11.52万 清仓