SAGE PRIVATE WEALTH GROUP, LLC
OAKBROOK TERRACE IL · SEC CIK 0001845635
$1.99亿2026Q1 申报市值
97持仓数
74.3%前十大占比 · 第一大 11.0%
9 / 2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
CGDV 新建仓+$1,792.00万
NVDA 加仓+$531.40万
FDT 加仓+$321.03万
NLR 加仓+$110.97万
AMZN 加仓+$54.65万
2026Q1 卖出最多 按季末市值估算
DGRW 清仓-$1,946.16万
DBEF 减仓-$273.08万
GLDM 减仓-$76.56万
MLPX 减仓-$52.62万
MDT 清仓-$38.89万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AIRR | First Trust - American Industrial Renaissance ETF | $2,186.19万 | 11.00% | 197,355 | -671 | -0.3% | -$7.43万 | 减仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $1,877.38万 | 9.45% | 215,975 | 36,932 | 20.6% | $321.03万 | 加仓 |
| CGDV | Capital Group Dividend Value ETF | $1,792.00万 | 9.02% | 421,281 | 421,281 | — | $1,792.00万 | 新建仓 |
| IAU | iShares Gold Trust | $1,648.47万 | 8.30% | 186,995 | 649 | 0.3% | $5.72万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1,636.66万 | 8.24% | 685,715 | -1,505 | -0.2% | -$3.59万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $1,535.04万 | 7.73% | 165,617 | -8,260 | -4.8% | -$76.56万 | 减仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $1,493.84万 | 7.52% | 495,467 | 1,396 | 0.3% | $4.21万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,263.17万 | 6.36% | 94,845 | 8,332 | 9.6% | $110.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $901.06万 | 4.54% | 51,666 | 30,470 | 143.8% | $531.40万 | 加仓 |
| AAPL | APPLE INC COM | $421.19万 | 2.12% | 16,596 | 1,348 | 8.8% | $34.21万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $298.60万 | 1.50% | 8,067 | 923 | 12.9% | $34.16万 | 加仓 |
| AMZN | AMAZON COM INC COM | $180.28万 | 0.91% | 8,656 | 2,624 | 43.5% | $54.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $132.99万 | 0.67% | 4,521 | 359 | 8.6% | $10.56万 | 加仓 |
| GLD | SPDR GOLD SHARES | $132.10万 | 0.66% | 3,070 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $125.36万 | 0.63% | 1,363 | 113 | 9.0% | $10.39万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $120.84万 | 0.61% | 4,213 | -515 | -10.9% | -$14.77万 | 减仓 |
| AVGO | BROADCOM INC COM | $114.30万 | 0.58% | 3,693 | 57 | 1.6% | $1.76万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $113.17万 | 0.57% | 22,909 | -55,281 | -70.7% | -$273.08万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $104.33万 | 0.53% | 2,404 | -75 | -3.0% | -$3.25万 | 减仓 |
| CME | CME GROUP INC COM | $100.48万 | 0.51% | 3,402 | -37 | -1.1% | -$1.09万 | 减仓 |
| MLPX | Global X MLP & Energy Infrastructure ETF | $97.29万 | 0.49% | 13,159 | -7,117 | -35.1% | -$52.62万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $97.06万 | 0.49% | 3,375 | -965 | -22.2% | -$27.75万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $96.54万 | 0.49% | 2,264 | 305 | 15.6% | $13.01万 | 加仓 |
| ABBV | ABBVIE INC COM | $91.47万 | 0.46% | 4,206 | 72 | 1.7% | $1.57万 | 加仓 |
| WMT | WALMART INC COM | $90.92万 | 0.46% | 7,316 | -341 | -4.5% | -$4.24万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $90.52万 | 0.46% | 2,845 | -181 | -6.0% | -$5.76万 | 减仓 |
| INCY | INCYTE CORP COM | $89.72万 | 0.45% | 9,532 | -144 | -1.5% | -$1.36万 | 减仓 |
| TJX | TJX COS INC NEW COM | $89.69万 | 0.45% | 5,616 | 71 | 1.3% | $1.13万 | 加仓 |
| V | Visa Inc Common A | $80.63万 | 0.41% | 2,668 | 7 | 0.3% | $2,116 | 加仓 |
| ILMN | ILLUMINA INC COM | $78.47万 | 0.39% | 6,366 | -533 | -7.7% | -$6.57万 | 减仓 |
| ETN | EATON CORP PLC SHS | $76.64万 | 0.39% | 2,143 | 87 | 4.2% | $3.11万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $74.15万 | 0.37% | 25,827 | 2,859 | 12.4% | $8.21万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $71.80万 | 0.36% | 2,940 | -352 | -10.7% | -$8.60万 | 减仓 |
| INTC | INTEL CORP COM | $69.64万 | 0.35% | 15,780 | -3,585 | -18.5% | -$15.82万 | 减仓 |
| HD | HOME DEPOT INC COM | $69.07万 | 0.35% | 2,100 | 295 | 16.3% | $9.70万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $68.64万 | 0.35% | 1,925 | -248 | -11.4% | -$8.84万 | 减仓 |
| CSCO | CISCO SYS INC COM | $63.05万 | 0.32% | 8,127 | -19 | -0.2% | -$1,474 | 减仓 |
| AIQ | Global X Artificial Intelligence & Technology ETF | $62.70万 | 0.32% | 13,434 | 1,570 | 13.2% | $7.33万 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $62.34万 | 0.31% | 2,873 | 653 | 29.4% | $14.17万 | 加仓 |
| CRM | SALESFORCE INC COM | $61.65万 | 0.31% | 3,303 | 583 | 21.4% | $10.88万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $59.66万 | 0.30% | 1,830 | -59 | -3.1% | -$1.92万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $58.57万 | 0.29% | 2,016 | 380 | 23.2% | $11.04万 | 加仓 |
| AFL | AFLAC INC COM | $58.36万 | 0.29% | 5,320 | 339 | 6.8% | $3.72万 | 加仓 |
| TGT | TARGET CORP COM | $57.33万 | 0.29% | 4,730 | -325 | -6.4% | -$3.94万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $56.15万 | 0.28% | 1,347 | 261 | 24.0% | $10.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $55.48万 | 0.28% | 2,270 | -113 | -4.7% | -$2.76万 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $54.46万 | 0.27% | 2,761 | -16 | -0.6% | -$3,156 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $54.25万 | 0.27% | 1,793 | -32 | -1.8% | -$9,681 | 减仓 |
| QCOM | QUALCOMM INC COM | $50.03万 | 0.25% | 3,885 | 637 | 19.6% | $8.20万 | 加仓 |
| STE | STERIS PLC SHS USD | $49.72万 | 0.25% | 2,248 | 326 | 17.0% | $7.21万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $49.58万 | 0.25% | 2,501 | 443 | 21.5% | $8.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $48.82万 | 0.25% | 1,804 | 50 | 2.9% | $1.35万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $46.24万 | 0.23% | 6,382 | -450 | -6.6% | -$3.26万 | 减仓 |
| INTU | INTUIT COM | $46.06万 | 0.23% | 1,065 | 263 | 32.8% | $11.37万 | 加仓 |
| TSLA | TESLA INC COM | $45.73万 | 0.23% | 1,230 | 34 | 2.8% | $1.26万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $44.74万 | 0.23% | 9,537 | 3,624 | 61.3% | $17.00万 | 加仓 |
| O | REALTY INCOME CORP COM | $44.23万 | 0.22% | 7,230 | -614 | -7.8% | -$3.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $43.32万 | 0.22% | 8,630 | -41 | -0.5% | -$2,058 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $42.11万 | 0.21% | 2,148 | 41 | 1.9% | $8,037 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $41.76万 | 0.21% | 2,053 | 435 | 26.9% | $8.85万 | 加仓 |
| BBY | BEST BUY INC COM | $41.39万 | 0.21% | 6,447 | 2,381 | 58.6% | $15.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $41.22万 | 0.21% | 825 | -101 | -10.9% | -$5.05万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $40.97万 | 0.21% | 627 | -172 | -21.5% | -$11.24万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $40.50万 | 0.20% | 12,651 | 4,077 | 47.6% | $13.05万 | 加仓 |
| META | META PLATFORMS INC CL A | $39.16万 | 0.20% | 684 | 125 | 22.4% | $7.16万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $38.85万 | 0.20% | 2,967 | -61 | -2.0% | -$7,988 | 减仓 |
| MO | ALTRIA GROUP INC COM | $38.25万 | 0.19% | 5,796 | 8 | 0.1% | $528 | 加仓 |
| MCD | MCDONALDS CORP COM | $37.51万 | 0.19% | 1,207 | -13 | -1.1% | -$4,040 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $36.63万 | 0.18% | 6,356 | 58 | 0.9% | $3,343 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $35.97万 | 0.18% | 1,814 | 13 | 0.7% | $2,578 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $35.22万 | 0.18% | 3,652 | -1,105 | -23.2% | -$10.66万 | 减仓 |
| UNP | UNION PAC CORP COM | $35.21万 | 0.18% | 1,451 | 244 | 20.2% | $5.92万 | 加仓 |
| CMI | CUMMINS INC COM | $34.40万 | 0.17% | 639 | -158 | -19.8% | -$8.51万 | 减仓 |
| NFLX | NETFLIX INC. COM | $33.87万 | 0.17% | 3,523 | 437 | 14.2% | $4.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $31.46万 | 0.16% | 316 | 10 | 3.3% | $9,955 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $29.91万 | 0.15% | 3,695 | 821 | 28.6% | $6.65万 | 加仓 |
| UAA | UNDER ARMOUR INC CL A | $29.75万 | 0.15% | 50,342 | -5,144 | -9.3% | -$3.04万 | 减仓 |
| PEP | PEPSICO INC COM | $29.64万 | 0.15% | 1,909 | -63 | -3.2% | -$9,781 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $29.22万 | 0.15% | 3,649 | 3,649 | — | $29.22万 | 新建仓 |
| SAM | BOSTON BEER INC CL A | $28.50万 | 0.14% | 1,237 | -63 | -4.8% | -$1.45万 | 减仓 |
| CAT | CATERPILLAR INC COM | $28.34万 | 0.14% | 400 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $26.43万 | 0.13% | 2,846 | -213 | -7.0% | -$1.98万 | 减仓 |
| ZTS | ZOETIS INC CL A | $26.18万 | 0.13% | 2,215 | 2,215 | — | $26.18万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $26.09万 | 0.13% | 2,704 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $25.06万 | 0.13% | 1,267 | 1,267 | — | $25.06万 | 新建仓 |
| ADSK | AUTODESK INC COM | $24.44万 | 0.12% | 1,021 | 156 | 18.0% | $3.73万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $23.98万 | 0.12% | 1,218 | 1,218 | — | $23.98万 | 新建仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $23.97万 | 0.12% | 4,761 | 92 | 2.0% | $4,631 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $23.37万 | 0.12% | 14,080 | 14,080 | — | $23.37万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $23.01万 | 0.12% | 4,720 | -4,100 | -46.5% | -$19.99万 | 减仓 |
| ADBE | ADOBE INC COM | $22.78万 | 0.11% | 937 | 190 | 25.4% | $4.62万 | 加仓 |
| CSX | CSX CORP COM | $22.53万 | 0.11% | 5,489 | -943 | -14.7% | -$3.87万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $22.17万 | 0.11% | 521 | 521 | — | $22.17万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $21.84万 | 0.11% | 1,321 | 11 | 0.8% | $1,819 | 加仓 |
| ALL | ALLSTATE CORP COM | $21.56万 | 0.11% | 1,040 | 1,040 | — | $21.56万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $19.31万 | 0.10% | 16,787 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $14.15万 | 0.07% | 11,473 | 11,473 | — | $14.15万 | 新建仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -217,611 | -100.0% | -$1,946.16万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -4,049 | -100.0% | -$38.89万 | 清仓 |