SM

Sage Mountain Advisors LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$14.3亿

申报季度: 2026-03-31 · 持股只数: 281

Sage Mountain Advisors LLC在最新一期 13F 报告中披露了 281 项持股，申报期为 2026-03-31，总持股市值约为 US$14.3亿，季度换手率为 34.3%。

机构性格雪花图

集中度
29.3
持仓稳定性
34.31
动能／逆势
100
行业集中度
90.04
多样化
100
仓位均衡度
55.67

近期动向

  • 加仓 JAAA

    +3.0%　US$662.6万

  • 加仓 JQUA

    +0.9%　-US$378.0万

  • 加仓 VTI

    +0.3%　-US$569.5万

  • 减仓 NVDA

    -95.0%　-US$3364.2万

  • 加仓 IQLT

    +8.4%　US$697.7万

  • 减仓 AAPL

    -78.1%　-US$3243.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JAAAJanus Henderson Aaa Clo ETFETF-其他18.23%+4.77%+3.04%
2JQUAJpmorgan US Quality FactorETF-其他12.73%+2.88%+0.94%
3VTIVanguard Total Stock Mkt ETFETF-其他9.39%+1.97%+0.25%
4QUALIshares Msci USA Quality FacETF-其他7.75%—+2.78%
5IQLTIshares Msci International QETF-其他5.27%+1.65%+8.36%
6VOOVanguard S&p 500 ETFETF-大型股与成长3.42%+0.67%-1.32%
7GBDCGolub Capital Bdc INC股票-金融3.33%—+11.76%
8VGITVanguard Intermediate-term TETF-其他2.97%+0.95%+11.58%
9VEAVanguard Ftse Developed ETFETF-其他2.52%+0.82%+9.70%
10QUSSs Spdr Msci U Stratfact ETFETF-其他2.02%—-1.05%
11JMSTJPM Ultra-short Muni IncomeETF-其他1.95%+0.36%-7.36%
12JMBSJanus Henderson Mortg BackedETF-其他1.94%+0.81%+30.87%
13VXUSVanguard Total Intl StockETF-其他1.12%—+1.26%
14VGTVanguard Info Tech ETFETF-科技型0.94%——
15SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.86%—+0.72%
16VBVanguard Small-cap ETFETF-其他0.81%—-14.23%
17SPHQInvesco S&p 500 Quality ETFETF-大型股与成长0.80%—+0.02%
18ITOTIshares Core S&p Total U.s.ETF-其他0.79%+0.34%+38.11%
19VUGVanguard Growth ETFETF-其他0.76%—-3.19%
20AVGOBroadcom INC股票-科技0.71%-0.69%-56.88%
21QQQMInvesco Nasdaq 100 ETFETF-科技型0.70%—+0.04%
22VGSHVanguard Short-term TreasuryETF-政府公债0.64%+0.27%+31.85%
23JPMJpmorgan Chase & Co股票-金融0.61%-0.28%-42.72%
24VTEBVanguard Tax-exempt Bond ETFETF-其他0.59%—-6.54%
25AAPLApple INC股票-科技0.58%-1.58%-78.09%
26TSLATesla INC股票-周期性消费0.57%-0.44%-48.28%
27IVVIshares Core S&p 500 ETFETF-大型股与成长0.54%—-1.58%
28CPRTCopart INC股票-工业0.53%-0.06%-20.50%
29OMFLInvesco Russell 1000 Dyn M/fETF-其他0.51%——
30IWFIshares Russell 1000 GrowthETF-其他0.49%—+31.91%
31IWBIshares Russell 1000 ETFETF-其他0.48%—+8.10%
32UYLDAngel Oak Ultrashort IncomeETF-其他0.45%—-0.10%
33SCHXSchwab US Large-cap ETFETF-其他0.45%——
34QQQInvesco Qqq Trust Series 1ETF-科技型0.44%—-9.44%
35VTVVanguard Value ETFETF-其他0.41%—+47.58%
36XLGInvesco S&p 500 Top 50 ETFETF-大型股与成长0.40%—-1.69%
37KBDCKayne Anderson Bdc INC股票-其他0.40%-0.21%-47.62%
38QEFAStsr Spd Msc Eaf Stgfs-us InETF-其他0.32%—-1.12%
39VOVanguard Mid-cap ETFETF-其他0.32%—-31.41%
40IEFAIshares Core Msci Eafe ETFETF-其他0.30%—+12.87%
41VONGVanguard Russell 1000 GrowthETF-其他0.29%—+0.01%
42IJRIshares Core S&p Small-cap EETF-中小型股0.29%—-0.12%
43VEUVanguard Ftse All-world Ex-uETF-其他0.27%—+0.01%
44DFLVDim US Large Cap Value ETFETF-大型股与成长0.27%+0.27%NEW
45SMHVaneck Semiconductor ETFETF-其他0.26%——
46AMZNAmazon.com INC股票-周期性消费0.26%-0.82%-79.81%
47SGOVIshares 0-3 Month Treasury BETF-政府公债0.26%—+7.41%
48VONVVanguard Russell 1000 ValueETF-其他0.25%—-0.58%
49GLDMSpdr Gold Minishares TrustETF-避险与商品0.24%—+42.85%
50FTNTFortinet INC股票-科技0.24%—-38.13%
1–50 of 281

本季持股变动

Sage Mountain Advisors LLC 在 2026-03-31 最显著的持仓异动： 清仓: Church & Dwight Co INC (CHD); 清仓: Home Depot INC (HD); 新建仓: Dim US Large Cap Value ETF (DFLV); 清仓: Abbvie INC (ABBV); 清仓: Mastercard INC - A (MA).

Sage Mountain Advisors LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JAAAJanus Henderson Aaa Clo ETF+4.8%+3.04%加仓
2JQUAJpmorgan US Quality Factor+2.9%+0.94%加仓
3VTIVanguard Total Stock Mkt ETF+2%+0.25%加仓
4IQLTIshares Msci International Q+1.7%+8.36%加仓
5VGITVanguard Intermediate-term T+1%+11.58%加仓
6VEAVanguard Ftse Developed ETF+0.8%+9.70%加仓
7JMBSJanus Henderson Mortg Backed+0.8%+30.87%加仓
8VOOVanguard S&p 500 ETF+0.7%-1.32%减仓
9JMSTJPM Ultra-short Muni Income+0.4%-7.36%减仓
10ITOTIshares Core S&p Total U.s.+0.3%+38.11%加仓
11VGSHVanguard Short-term Treasury+0.3%+31.85%加仓
12DFIVDimensional International Va+0.2%+1227.82%加仓
13CPRTCopart INC-0.1%-20.50%减仓
14RSPInvesco S&p 500 Equal Weight-0.1%-82.72%减仓
15CSCOCisco Systems INC-0.1%-85.24%减仓
16ETNEaton Corporation plc-0.1%-92.66%减仓
17NFLXNetflix INC-0.2%-90.62%减仓
18WMTWalmart INC-0.2%-77.03%减仓
19JNJJohnson & Johnson-0.2%-86.34%减仓
20KBDCKayne Anderson Bdc INC-0.2%-47.62%减仓
21VVisa Inc-class A Shares-0.2%-80.72%减仓
22JPMJpmorgan Chase & Co-0.3%-42.72%减仓
23XOMExxon Mobil CORP-0.3%-95.03%减仓
24BRK-BBerkshire Hathaway Inc-cl B-0.3%-70.08%减仓
25LLYEli Lilly & Co-0.3%-84.77%减仓
26BACBank Of America CORP-0.4%-95.41%减仓
27TSLATesla INC-0.4%-48.28%减仓
28METAMeta Platforms Inc-class A-0.5%-73.30%减仓
29GOOGAlphabet Inc-cl C-0.6%-87.23%减仓
30AVGOBroadcom INC-0.7%-56.88%减仓
31GOOGLAlphabet Inc-cl A-0.8%-86.03%减仓
32AMZNAmazon.com INC-0.8%-79.81%减仓
33AAPLApple INC-1.6%-78.09%减仓
34MSFTMicrosoft CORP-1.6%-91.12%减仓
35NVDANvidia CORP-1.8%-95.05%减仓
36CHDChurch & Dwight Co INC—EXIT清仓
37HDHome Depot INC—EXIT清仓
38DFLVDim US Large Cap Value ETF—NEW新建仓
39ABBVAbbvie INC—EXIT清仓
40MAMastercard INC - A—EXIT清仓
41PNFPPinnacle Financial Partners, Inc.—EXIT清仓
42ORCLOracle CORP—EXIT清仓
43UNHUnitedhealth Group INC—EXIT清仓
44PLTRPalantir Technologies Inc-a—EXIT清仓
45IBMIntl Business Machines CORP—EXIT清仓
46PGProcter & Gamble Co/the—EXIT清仓
47MUMicron Technology INC—EXIT清仓
48AMDAdvanced Micro Devices—EXIT清仓
49GEGeneral Electric—EXIT清仓
50WFCWells Fargo & Co—EXIT清仓

FAQ

Sage Mountain Advisors LLC 是什么机构？属于哪种投资人类型？
Sage Mountain Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$14.3亿，分布在 281 个已申报仓位之中。
Sage Mountain Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sage Mountain Advisors LLC 按市值排列的前几大持股为： 1. Janus Henderson Aaa Clo ETF (JAAA) — US$2.6亿 (18.2%) 2. Jpmorgan US Quality Factor (JQUA) — US$1.8亿 (12.7%) 3. Vanguard Total Stock Mkt ETF (VTI) — US$1.3亿 (9.4%) 4. Ishares Msci USA Quality Fac (QUAL) — US$1.1亿 (7.8%) 5. Ishares Msci International Q (IQLT) — US$7525.0万 (5.3%)
Sage Mountain Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sage Mountain Advisors LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 10 个既有持股、减仓 25 个仓位，并完全清仓 14 个持股。 其中幅度最大的异动：清仓: Church & Dwight Co INC (CHD); 清仓: Home Depot INC (HD); 新建仓: Dim US Large Cap Value ETF (DFLV); 清仓: Abbvie INC (ABBV); 清仓: Mastercard INC - A (MA)
Sage Mountain Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sage Mountain Advisors LLC 的主要板块分布如下： • Financials: 47.8% • Information Technology: 22.7% • Consumer Discretionary: 10.5% • Industrials: 7.7% • Communication Services: 5.3% • Health Care: 2.2%