SageGuard Financial Group, LLC
GOODLETTSVILLE TN · SEC CIK 0001861378
$7.12亿2026Q2 申报市值
211持仓数
30.5%前十大占比 · 第一大 5.7%
27 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TTEQ 新建仓+$625.23万
FBND 加仓+$519.98万
HYFI 加仓+$515.15万
SYFI 新建仓+$432.20万
FENY 加仓+$381.63万
2026Q2 卖出最多 按季末市值估算
PGR 减仓-$440.39万
XLK 减仓-$407.65万
IEF 减仓-$378.03万
GLD 减仓-$374.23万
LMT 减仓-$365.99万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,047.61万 | 5.69% | 139,881 | -2,881 | -2.0% | -$83.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,400.19万 | 3.37% | 119,956 | -7,608 | -6.0% | -$152.23万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,340.74万 | 3.29% | 380,856 | 28,389 | 8.1% | $174.48万 | 加仓 |
| WMT | WALMART INC | $2,263.19万 | 3.18% | 199,823 | 4,785 | 2.5% | $54.19万 | 加仓 |
| AMZN | AMAZON COM INC | $2,147.56万 | 3.02% | 90,105 | -3,501 | -3.7% | -$83.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,871.03万 | 2.63% | 37,392 | 80 | 0.2% | $4.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,850.85万 | 2.60% | 25,134 | -2 | -0.0% | -$1,473 | 减仓 |
| MSFT | MICROSOFT CORP | $1,603.19万 | 2.25% | 42,979 | -7,274 | -14.5% | -$271.33万 | 减仓 |
| CAT | CATERPILLAR INC | $1,585.18万 | 2.23% | 14,886 | -421 | -2.8% | -$44.83万 | 减仓 |
| KO | COCA COLA CO | $1,568.25万 | 2.20% | 192,968 | -18,533 | -8.8% | -$150.62万 | 减仓 |
| GE | GE AEROSPACE | $1,522.63万 | 2.14% | 40,741 | 495 | 1.2% | $18.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,322.07万 | 1.86% | 14,133 | -1,213 | -7.9% | -$113.47万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,227.05万 | 1.72% | 335,902 | -46,042 | -12.1% | -$168.19万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,198.49万 | 1.68% | 94,682 | -2,391 | -2.5% | -$30.27万 | 减仓 |
| META | META PLATFORMS INC | $974.08万 | 1.37% | 17,293 | 2,404 | 16.1% | $135.41万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $973.28万 | 1.37% | 172,323 | -51,907 | -23.1% | -$293.17万 | 减仓 |
| — | EXXON MOBIL CORP | $966.82万 | 1.36% | 70,716 | 3,160 | 4.7% | $43.20万 | 加仓 |
| GLD | SPDR GOLD TR | $951.36万 | 1.34% | 25,826 | -10,159 | -28.2% | -$374.23万 | 减仓 |
| MCD | MCDONALDS CORP | $949.12万 | 1.33% | 35,112 | -1,044 | -2.9% | -$28.22万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $902.84万 | 1.27% | 108,685 | -6,557 | -5.7% | -$54.47万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $865.91万 | 1.22% | 415,207 | 115,164 | 38.4% | $240.17万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $827.39万 | 1.16% | 279,901 | 129,105 | 85.6% | $381.63万 | 加仓 |
| GOOG | ALPHABET INC | $808.76万 | 1.14% | 22,890 | -1,148 | -4.8% | -$40.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $786.68万 | 1.11% | 27,975 | -1,890 | -6.3% | -$53.15万 | 减仓 |
| PGR | PROGRESSIVE CORP | $769.07万 | 1.08% | 35,206 | -20,160 | -36.4% | -$440.39万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $765.59万 | 1.08% | 142,808 | -25,433 | -15.1% | -$136.35万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $743.06万 | 1.04% | 128,930 | 17,056 | 15.2% | $98.30万 | 加仓 |
| ISPY | PROSHARES TR | $733.13万 | 1.03% | 152,134 | 39,011 | 34.5% | $187.99万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $729.73万 | 1.03% | 31,802 | -5,715 | -15.2% | -$131.14万 | 减仓 |
| SPYI | NEOS ETF TRUST | $727.32万 | 1.02% | 136,997 | 5,805 | 4.4% | $30.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $704.61万 | 0.99% | 93,314 | 14,114 | 17.8% | $106.57万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $697.15万 | 0.98% | 77,590 | 33,738 | 76.9% | $303.14万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $683.19万 | 0.96% | 51,272 | 25,196 | 96.6% | $335.73万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $661.57万 | 0.93% | 12,986 | -7,184 | -35.6% | -$365.99万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $659.94万 | 0.93% | 176,737 | 137,961 | 355.8% | $515.15万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $645.04万 | 0.91% | 36,515 | -7,071 | -16.2% | -$124.91万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $635.87万 | 0.89% | 33,161 | 16,470 | 98.7% | $315.81万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $625.23万 | 0.88% | 140,186 | 140,186 | — | $625.23万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $623.44万 | 0.88% | 68,002 | -34,828 | -33.9% | -$319.30万 | 减仓 |
| VGT | VANGUARD WORLD FD | $611.34万 | 0.86% | 51,149 | -11,763 | -18.7% | -$140.59万 | 减仓 |
| ET | ENERGY TRANSFER L P | $600.41万 | 0.84% | 314,021 | -10,180 | -3.1% | -$19.46万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $579.64万 | 0.81% | 23,338 | -710 | -3.0% | -$17.63万 | 减仓 |
| GEV | GE VERNOVA INC | $579.51万 | 0.81% | 4,933 | 479 | 10.8% | $56.27万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $546.23万 | 0.77% | 120,078 | 114,306 | 1,980.4% | $519.98万 | 加仓 |
| LLY | ELI LILLY & CO | $544.06万 | 0.76% | 4,536 | 1,042 | 29.8% | $124.98万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $515.87万 | 0.72% | 86,366 | 2,518 | 3.0% | $15.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $492.90万 | 0.69% | 25,872 | -21,397 | -45.3% | -$407.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $489.47万 | 0.69% | 14,953 | 1,780 | 13.5% | $58.27万 | 加仓 |
| ABBV | ABBVIE INC | $487.86万 | 0.69% | 19,387 | 688 | 3.7% | $17.31万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $475.81万 | 0.67% | 85,332 | 17,011 | 24.9% | $94.85万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $474.81万 | 0.67% | 89,000 | 18,927 | 27.0% | $100.98万 | 加仓 |
| — | PROSHARES TR | $470.20万 | 0.66% | 100,129 | 22,922 | 29.7% | $107.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $462.72万 | 0.65% | 24,981 | 2,172 | 9.5% | $40.23万 | 加仓 |
| IQQQ | PROSHARES TR | $451.45万 | 0.63% | 88,867 | 19,426 | 28.0% | $98.69万 | 加仓 |
| WM | WASTE MGMT INC DEL | $445.16万 | 0.63% | 19,973 | -1,353 | -6.3% | -$30.16万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $439.39万 | 0.62% | 11,270 | 1,424 | 14.5% | $55.52万 | 加仓 |
| SLV | ISHARES SILVER TR | $436.19万 | 0.61% | 81,577 | 29,806 | 57.6% | $159.37万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $432.20万 | 0.61% | 121,014 | 121,014 | — | $432.20万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $409.72万 | 0.58% | 7,053 | -213 | -2.9% | -$12.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $405.60万 | 0.57% | 8,493 | 1,574 | 22.7% | $75.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $404.30万 | 0.57% | 24,390 | -1,550 | -6.0% | -$25.69万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $402.99万 | 0.57% | 208,695 | 51,523 | 32.8% | $99.49万 | 加仓 |
| T | AT&T INC | $396.97万 | 0.56% | 191,773 | -14,540 | -7.0% | -$30.10万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $396.49万 | 0.56% | 207,445 | 53,917 | 35.1% | $103.05万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $369.93万 | 0.52% | 84,362 | 70,983 | 530.6% | $311.26万 | 加仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $348.01万 | 0.49% | 156,760 | 61,949 | 65.3% | $137.53万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $320.79万 | 0.45% | 101,162 | -11,163 | -9.9% | -$35.40万 | 减仓 |
| AVGO | BROADCOM INC | $315.54万 | 0.44% | 8,353 | 1,388 | 19.9% | $52.43万 | 加仓 |
| IUSB | ISHARES TR | $307.25万 | 0.43% | 66,577 | -75,234 | -53.1% | -$347.20万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $305.37万 | 0.43% | 146,882 | 146,882 | — | $305.37万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $305.15万 | 0.43% | 19,233 | -1,051 | -5.2% | -$16.68万 | 减仓 |
| CB | CHUBB LIMITED | $276.99万 | 0.39% | 8,129 | 8,129 | — | $276.99万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $264.55万 | 0.37% | 3,852 | -667 | -14.8% | -$45.81万 | 减仓 |
| IEF | ISHARES TR | $262.31万 | 0.37% | 27,738 | -39,974 | -59.0% | -$378.03万 | 减仓 |
| IGOV | ISHARES TR | $261.17万 | 0.37% | 63,654 | 63,654 | — | $261.17万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $248.06万 | 0.35% | 12,364 | 3,494 | 39.4% | $70.10万 | 加仓 |
| TSLA | TESLA INC | $244.54万 | 0.34% | 5,814 | 1,143 | 24.5% | $48.07万 | 加仓 |
| — | T ROWE PRICE EXCHANGE-TRADED | $242.57万 | 0.34% | 74,915 | 74,915 | — | $242.57万 | 新建仓 |
| NFLX | NETFLIX INC. | $233.91万 | 0.33% | 32,760 | 12,924 | 65.2% | $92.28万 | 加仓 |
| OKE | ONEOK INC NEW | $228.55万 | 0.32% | 26,288 | -2,463 | -8.6% | -$21.41万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $228.22万 | 0.32% | 4,481 | 32 | 0.7% | $1.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.32% | 3 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $218.18万 | 0.31% | 73,892 | -120,384 | -62.0% | -$355.46万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $204.59万 | 0.29% | 79,037 | -17,631 | -18.2% | -$45.64万 | 减仓 |
| — | T ROWE PRICE EXCHANGE-TRADED | $200.21万 | 0.28% | 66,998 | 41,346 | 161.2% | $123.55万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $194.63万 | 0.27% | 44,477 | 133 | 0.3% | $5,820 | 加仓 |
| VTI | VANGUARD INDEX FDS | $186.04万 | 0.26% | 5,028 | -17 | -0.3% | -$6,290 | 减仓 |
| CR | CRANE COMPANY | $178.66万 | 0.25% | 8,009 | -1,348 | -14.4% | -$30.07万 | 减仓 |
| MRK | MERCK & CO INC | $167.84万 | 0.24% | 13,061 | -949 | -6.8% | -$12.20万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $167.73万 | 0.24% | 32,620 | 2,003 | 6.5% | $10.30万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $158.40万 | 0.22% | 3,225 | 3,225 | — | $158.40万 | 新建仓 |
| QYLD | GLOBAL X FDS | $153.75万 | 0.22% | 83,425 | -34,642 | -29.3% | -$63.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $152.06万 | 0.21% | 4,496 | -90 | -2.0% | -$3.04万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $149.40万 | 0.21% | 31,333 | -4,277 | -12.0% | -$20.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $138.83万 | 0.20% | 16,117 | -18,965 | -54.1% | -$163.36万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $134.61万 | 0.19% | 2,710 | -1,868 | -40.8% | -$92.79万 | 减仓 |
| HD | HOME DEPOT INC | $130.46万 | 0.18% | 3,699 | 64 | 1.8% | $2.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $122.74万 | 0.17% | 4,833 | 6 | 0.1% | $1,524 | 加仓 |
| GOOGL | ALPHABET INC | $104.81万 | 0.15% | 2,933 | 7 | 0.2% | $2,501 | 加仓 |
| MPC | MARATHON PETE CORP | $101.81万 | 0.14% | 3,982 | -257 | -6.1% | -$6.57万 | 减仓 |