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Sage Investment Counsel LLC · 13F 持仓分析
期权收益计算器 机构排行

Sage Investment Counsel LLC

No.9146 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9,985.6万
环比变动 Q1 2026
+$971.2万+10.8%
持仓股票数
126
新买入
10
加仓
46
减仓
24
清仓
11
持股不变
46
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPINNACLE FINL PARTNERSPNFP
7.57%7.16%$756.0万7.5万股$645.5万7.5万股+3股+0.00%加仓
苹果AAPL
5.55%5.41%$553.9万1.9万股$488.0万1.9万股-85股-0.44%减仓
伯克希尔哈撒韦BRK.A
3%3.19%$299.5万4股$287.3万4股00.00%持仓不变
VisaV
2.76%2.36%$275.4万8,028股$213.0万7,047股+981股+13.92%加仓
EENERGY TRANSFER L PET
2.58%2.89%$257.8万13.5万股$260.2万13.5万股+1股+0.00%加仓
布鲁克菲尔德BN
2.37%2.49%$236.3万5.5万股$224.2万5.5万股+70股+0.13%加仓
伯克希尔哈撒韦BRK.B
2.15%2.28%$214.7万4,290股$205.6万4,290股00.00%持仓不变
卡特彼勒CAT
2.13%1.58%$213.1万2,001股$142.1万2,006股-5股-0.25%减仓
TFS FINLTFSL
2.08%1.82%$207.3万11.7万股$164.3万11.7万股+77股+0.07%加仓
HOWARD HUGHESHHH
2.06%1.91%$205.7万2.9万股$171.8万2.7万股+1,615股+5.95%加仓
I景顺·S&PSPHQ
2.05%1.86%$204.9万2.3万股$167.6万2.2万股+460股+2.06%加仓
微软MSFT
2.03%1.3%$202.3万5,423股$117.6万3,176股+2,247股+70.75%加仓
TD SYNNEXSNX
1.91%1.69%$190.4万7,123股$152.6万9,044股-1,921股-21.24%减仓
优步UBER
1.89%2.02%$188.2万2.6万股$182.3万2.5万股+745股+2.94%加仓
BBANK OF AMERBAC
1.84%1.75%$183.9万3.2万股$157.4万3.2万股-3股-0.01%减仓
CHUBB LIMITEDCB
1.82%1.94%$181.6万5,330股$174.6万5,358股-28股-0.52%减仓
SSLMSLM
1.75%1.39%$175.1万6.8万股$125.3万5.9万股+8,970股+15.32%加仓
摩根大通JPM
1.75%1.74%$174.9万5,342股$157.1万5,342股00.00%持仓不变
V先锋领航国际股票指数基金VT
1.61%1.57%$161.0万1.0万股$141.9万1.0万股+3股+0.03%加仓
亚马逊AMZN
1.59%1.54%$159.3万6,682股$139.1万6,678股+4股+0.06%加仓
DOLLAR GEN NEWDG
1.44%1.5%$143.4万1.2万股$135.2万1.1万股+1,070股+9.40%加仓
RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY
1.4%1.38%$139.5万2.2万股$124.6万2.2万股-6股-0.03%减仓
BROOKFIELD INFRASTRUC LPBIP
1.38%1.51%$137.9万3.8万股$136.5万3.8万股00.00%持仓不变
LENNARLEN
1.38%1.39%$137.6万1.5万股$125.2万1.4万股+795股+5.52%加仓
G通用动力VTI
1.37%1.32%$137.1万3,706股$118.8万3,703股+3股+0.08%加仓
PPERSHING SQUARE INCPS
1.24%$124.1万3.8万股$00股+3.8万股新买入
IiShares安硕EUSA
1.24%1.21%$123.5万1.1万股$109.3万1.1万股+77股+0.72%加仓
安桥ENB
1.24%1.61%$123.4万2.3万股$144.9万2.7万股-4,000股-14.94%减仓
V先锋领航指数基金VOO
1.2%1.16%$120.3万1,752股$104.3万1,746股+6股+0.34%加仓
Meta平台META
1.09%0.47%$108.4万1,925股$42.4万742股+1,183股+159.43%加仓
REALTY INCOME COMO
1.03%1.13%$103.0万1.7万股$101.6万1.7万股+14股+0.08%加仓
埃克森美孚XOM
1.01%1.39%$100.9万7,377股$125.2万7,377股00.00%持仓不变
ENTERPRISE PRODS PARTNERS LEPD
0.97%1.1%$96.9万2.6万股$99.6万2.6万股+54股+0.21%加仓
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
0.81%0.84%$80.4万1.1万股$75.8万1.0万股+545股+5.37%加仓
V先锋领航·SMALLVBR
0.8%0.78%$80.0万3,293股$70.2万3,234股+59股+1.82%加仓
GRUPO AEROPORTUARIO DEL CENTOMAB
0.79%0.89%$79.2万7,000股$80.3万7,000股00.00%持仓不变
达维塔DVA
0.79%0.61%$79.1万3,555股$54.6万3,555股00.00%持仓不变
BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP
0.76%0.79%$76.1万2.2万股$71.6万2.2万股00.00%持仓不变
ONEMAINOMF
0.75%0.73%$75.0万1.2万股$65.8万1.2万股00.00%持仓不变
美国合众银行USB
0.73%0.69%$72.8万1.2万股$62.6万1.2万股+10股+0.08%加仓
GGRUPO AEROPORTUNARIO DEL PACPAC
0.69%0.75%$69.4万2,740股$67.6万2,740股00.00%持仓不变
V先锋领航指数基金VNQ
0.65%0.66%$64.8万6,723股$59.9万6,756股-33股-0.49%减仓
V先锋领航STAR基金VXUS
0.65%0.64%$64.7万7,566股$57.7万7,483股+83股+1.11%加仓
家得宝HD
0.64%0.67%$63.9万1,811股$60.5万1,839股-28股-1.52%减仓
FLAGSTAR BANK NATIONAL ASSOCFLG
0.62%0.6%$61.9万4.1万股$54.5万4.1万股00.00%持仓不变
汽车地带AZO
0.6%0.77%$60.4万189股$69.2万205股-16股-7.80%减仓
思科CSCO
0.6%0.51%$60.0万5,111股$45.7万5,894股-783股-13.28%减仓
CCANADIAN NAT RESCNQ
0.55%0.75%$54.5万1.4万股$67.2万1.4万股00.00%持仓不变
自由港麦克莫兰FCX
0.52%0.54%$52.2万8,300股$48.8万8,300股00.00%持仓不变
AAMBEVABEV
0.52%0.54%$52.0万16.6万股$48.3万16.6万股00.00%持仓不变

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