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 |
|---|---|---|---|---|---|---|---|---|
| FDUS | FIDUS INVT CORP | $22.77万 | 0.25% | 13,070 | 1,000 | 8.3% | $1.74万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $22.38万 | 0.25% | 12,420 | 1,000 | 8.8% | $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 | 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 |
| — | BLACKROCK HEALTH SCIENCES TR | $20.80万 | 0.23% | 5,400 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $20.75万 | 0.23% | 780 | 0 | 0.0% | — | 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 | 2,000 | 4.8% | $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 | 11,000 | 68.8% | $6.06万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $14.22万 | 0.16% | 12,855 | 1,000 | 8.4% | $1.11万 | 加仓 |
| CMBT | CMB.TECH NV | $12.65万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $11.54万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN | $11.14万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $10.89万 | 0.12% | 19,800 | 2,000 | 11.2% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $3.95万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| SMRT | SMARTRENT INC | $2.25万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | 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 |