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 |
|---|---|---|---|---|---|---|---|---|
| PNFP | PINNACLE FINL PARTNERS INC | $645.47万 | 7.16% | 74,933 | 74,933 | — | $645.47万 | 新建仓 |
| AAPL | APPLE INC | $487.95万 | 5.41% | 19,227 | -97 | -0.5% | -$2.46万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 3.19% | 4 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $260.18万 | 2.89% | 134,809 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $224.24万 | 2.49% | 55,408 | 1,490 | 2.8% | $6.03万 | 加仓 |
| V | VISA INC | $212.99万 | 2.36% | 7,047 | 1,914 | 37.3% | $57.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.58万 | 2.28% | 4,290 | -80 | -1.8% | -$3.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $182.28万 | 2.02% | 25,341 | 6,389 | 33.7% | $45.96万 | 加仓 |
| CB | CHUBB LTD SWITZ | $174.65万 | 1.94% | 5,358 | 100 | 1.9% | $3.26万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $171.83万 | 1.91% | 27,163 | 1,457 | 5.7% | $9.22万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $167.56万 | 1.86% | 22,285 | 1,082 | 5.1% | $8.14万 | 加仓 |
| TFSL | TFS FINL CORP | $164.27万 | 1.82% | 116,921 | 93 | 0.1% | $1,307 | 加仓 |
| BAC | BANK AMERICA CORP | $157.38万 | 1.75% | 32,282 | 2,001 | 6.6% | $9.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $157.14万 | 1.74% | 5,342 | -100 | -1.8% | -$2.94万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $152.58万 | 1.69% | 9,044 | -57 | -0.6% | -$9,616 | 减仓 |
| ENB | ENBRIDGE INC | $144.92万 | 1.61% | 26,767 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $142.12万 | 1.58% | 2,006 | -55 | -2.7% | -$3.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $141.87万 | 1.57% | 10,257 | -108 | -1.0% | -$1.49万 | 减仓 |
| AMZN | AMAZON COM INC | $139.08万 | 1.54% | 6,678 | 964 | 16.9% | $20.08万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $136.54万 | 1.51% | 37,803 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $135.17万 | 1.50% | 11,385 | -2,256 | -16.5% | -$26.78万 | 减仓 |
| SLM | SLM CORP | $125.34万 | 1.39% | 58,542 | 13,090 | 28.8% | $28.03万 | 加仓 |
| LEN | LENNAR CORP | $125.16万 | 1.39% | 14,413 | 1,384 | 10.6% | $12.02万 | 加仓 |
| — | EXXON MOBIL CORP | $125.16万 | 1.39% | 7,377 | -640 | -8.0% | -$10.86万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $124.59万 | 1.38% | 21,555 | -1,479 | -6.4% | -$8.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $118.80万 | 1.32% | 3,703 | -1 | -0.0% | -$321 | 减仓 |
| MSFT | MICROSOFT CORP | $117.58万 | 1.30% | 3,176 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $109.25万 | 1.21% | 10,735 | 425 | 4.1% | $4.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $104.33万 | 1.16% | 1,746 | 5 | 0.3% | $2,988 | 加仓 |
| O | REALTY INCOME CORP | $101.63万 | 1.13% | 16,612 | 10 | 0.1% | $612 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $99.59万 | 1.10% | 26,318 | 386 | 1.5% | $1.46万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $91.58万 | 1.02% | 6,106 | 351 | 6.1% | $5.26万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $80.31万 | 0.89% | 7,000 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $75.80万 | 0.84% | 10,145 | 805 | 8.6% | $6.01万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $71.56万 | 0.79% | 21,925 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $70.25万 | 0.78% | 3,234 | 451 | 16.2% | $9.80万 | 加仓 |
| AZO | AUTOZONE INC | $69.24万 | 0.77% | 205 | 0 | 0.0% | — | 不变 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $67.64万 | 0.75% | 2,740 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $67.25万 | 0.75% | 13,800 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $65.81万 | 0.73% | 12,304 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $62.65万 | 0.69% | 12,045 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $60.48万 | 0.67% | 1,839 | -15 | -0.8% | -$4,933 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $59.93万 | 0.66% | 6,756 | 107 | 1.6% | $9,491 | 加仓 |
| VXUS | VANGUARD STAR FDS | $57.70万 | 0.64% | 7,483 | 285 | 4.0% | $2.20万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $56.85万 | 0.63% | 8,600 | 200 | 2.4% | $1.32万 | 加仓 |
| FDX | FEDEX CORP | $55.21万 | 0.61% | 1,550 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $54.85万 | 0.61% | 10,172 | 7,377 | 263.9% | $39.78万 | 加仓 |
| DVA | DAVITA INC | $54.64万 | 0.61% | 3,555 | -480 | -11.9% | -$7.38万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $54.52万 | 0.60% | 41,400 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $48.99万 | 0.54% | 5,920 | 525 | 9.7% | $4.34万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $48.82万 | 0.54% | 7,511 | -2,811 | -27.2% | -$18.27万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $48.79万 | 0.54% | 8,300 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $48.33万 | 0.54% | 165,500 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $47.01万 | 0.52% | 25,577 | 800 | 3.2% | $1.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.86万 | 0.51% | 14,948 | 2,623 | 21.3% | $8.05万 | 加仓 |
| CSCO | CISCO SYS INC | $45.73万 | 0.51% | 5,894 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.34万 | 0.50% | 8,389 | 69 | 0.8% | $3,729 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $44.54万 | 0.49% | 18,801 | 2,002 | 11.9% | $4.74万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.51万 | 0.49% | 2,440 | -160 | -6.2% | -$2.92万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $44.50万 | 0.49% | 96,540 | 28,780 | 42.5% | $13.27万 | 加仓 |
| LOW | LOWES COS INC | $44.45万 | 0.49% | 1,881 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $44.27万 | 0.49% | 46,700 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $43.94万 | 0.49% | 200 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $42.92万 | 0.48% | 25,262 | -497 | -1.9% | -$8,444 | 减仓 |
| META | META PLATFORMS INC | $42.44万 | 0.47% | 742 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $41.17万 | 0.46% | 8,015 | -15,478 | -65.9% | -$79.51万 | 减仓 |
| MTB | M & T BK CORP | $37.99万 | 0.42% | 1,838 | 1 | 0.1% | $207 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.63万 | 0.41% | 1,867 | 237 | 14.5% | $4.65万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $36.09万 | 0.40% | 3,700 | 200 | 5.7% | $1.95万 | 加仓 |
| WMT | WALMART INC | $35.77万 | 0.40% | 2,878 | -120 | -4.0% | -$1.49万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.75万 | 0.39% | 575 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $33.31万 | 0.37% | 2,990 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $32.66万 | 0.36% | 5,200 | 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 |
| RF | REGIONS FINANCIAL CORP NEW | $32.51万 | 0.36% | 12,446 | 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 |
| UNP | UNION PAC CORP | $31.98万 | 0.35% | 1,318 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $31.80万 | 0.35% | 1,106 | -45 | -3.9% | -$1.29万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $31.74万 | 0.35% | 635 | 0 | 0.0% | — | 不变 |
| CAAP | CORPORACION AMER ARPTS S A | $31.36万 | 0.35% | 12,400 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $31.12万 | 0.35% | 1,784 | 100 | 5.9% | $1.74万 | 加仓 |
| — | VANGUARD MUN BD FDS | $30.75万 | 0.34% | 3,000 | 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 |
| AVGO | BROADCOM INC | $30.64万 | 0.34% | 990 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $30.20万 | 0.34% | 6,570 | -444 | -6.3% | -$2.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.06万 | 0.32% | 1,404 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $28.92万 | 0.32% | 9,929 | 377 | 3.9% | $1.10万 | 加仓 |
| RTX | RTX CORPORATION | $28.47万 | 0.32% | 1,476 | -2,245 | -60.3% | -$43.30万 | 减仓 |
| LADR | LADDER CAP CORP | $28.28万 | 0.31% | 28,948 | 3,000 | 11.6% | $2.93万 | 加仓 |
| DEO | DIAGEO PLC | $27.55万 | 0.31% | 3,700 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $27.17万 | 0.30% | 3,600 | 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 |
| CW | CURTISS WRIGHT CORP | $26.70万 | 0.30% | 392 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.84万 | 0.29% | 2,681 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $25.48万 | 0.28% | 3,500 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $25.33万 | 0.28% | 13,700 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $25.20万 | 0.28% | 532 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $25.10万 | 0.28% | 5,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $23.85万 | 0.26% | 831 | -80 | -8.8% | -$2.30万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $23.58万 | 0.26% | 7,449 | 14 | 0.2% | $443 | 加仓 |