Sage Advisors, LLC 13F 持仓 · 最近申报 2025年Q4
Sage Advisors 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 1.51 亿美元。前几大持仓：OBDC（16.99%）、LLY（13.82%）、ARCC（12.82%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OBDC | BLUE OWL CAPITAL CORPORATION | $25.6M | 16.99% | 2.1M | 减持 |
| 2 | LLY | ELI LILLY & CO | $20.8M | 13.82% | 19,397 | 减持 |
| 3 | ARCC | ARES CAPITAL CORP | $19.3M | 12.82% | 955,548 | 减持 |
| 4 | BNL | BROADSTONE NET LEASE INC | $15.0M | 9.93% | 862,316 | 减持 |
| 5 | NLY | ANNALY CAPITAL MANAGEMENT IN | $7.2M | 4.75% | 320,533 | 增持 |
| 6 | AAPL | APPLE INC | $7.1M | 4.74% | 26,291 | 减持 |
| 7 | AMZN | AMAZON COM INC | $6.7M | 4.43% | 28,943 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 3.25% | 9,763 | 减持 |
| 9 | MO | ALTRIA GROUP INC | $4.2M | 2.82% | 73,670 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $3.8M | 2.53% | 20,486 | 增持 |
| 11 | ENB | ENBRIDGE INC | $3.7M | 2.47% | 77,851 | 新建仓 |
| 12 | SPY | SPDR S&P 500 ETF TR | $2.6M | 1.73% | 3,835 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $2.4M | 1.62% | 3,982 | 增持 |
| 14 | HTGC | HERCULES CAPITAL INC | $2.3M | 1.50% | 119,974 | 增持 |
| 15 | DIA | SPDR DOW JONES INDL AVERAGE | $2.2M | 1.48% | 4,631 | 增持 |
| 16 | META | META PLATFORMS INC | $2.0M | 1.31% | 3,001 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $1.8M | 1.22% | 3,808 | 增持 |
| 18 | FSK | FS KKR CAP CORP | $1.8M | 1.18% | 119,967 | 减持 |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $1.6M | 1.04% | 5,313 | 增持 |
| 20 | PWR | QUANTA SVCS INC | $1.3M | 0.83% | 2,974 | 新建仓 |
| 21 | JPM | JPMORGAN CHASE & CO. | $1.0M | 0.68% | 3,161 | 增持 |
| 22 | GOOGL | ALPHABET INC | $888,863 | 0.59% | 2,840 | 增持 |
| 23 | SGOV | ISHARES TR | $778,045 | 0.52% | 7,751 | 新建仓 |
| 24 | IEF | ISHARES TR | $770,018 | 0.51% | 8,008 | 新建仓 |
| 25 | ASTS | AST SPACEMOBILE INC | $697,466 | 0.46% | 9,603 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR