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 |
|---|---|---|---|---|---|---|---|---|
| — | RBB FD INC | $0 | 0.00% | 0 | -22,987 | -100.0% | -$64.95万 | 清仓 |
| WRLD | WORLD ACCEP CORPORATION | $0 | 0.00% | 0 | -3,764 | -100.0% | -$50.83万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,360 | -100.0% | -$34.72万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,774 | -100.0% | -$26.64万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,348 | -100.0% | -$25.02万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,697 | -100.0% | -$22.40万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -599 | -100.0% | -$21.34万 | 清仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,222 | -100.0% | -$21.19万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -62 | -100.0% | -$20.94万 | 清仓 |
| — | GLADSTONE CAP CORP | $0 | 0.00% | 0 | -12,038 | -100.0% | -$20.89万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -2,511 | -100.0% | -$20.23万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -15,093 | -100.0% | -$15.36万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -10,158 | -100.0% | -$9.63万 | 清仓 |
| NUVB | NUVATION BIO INC | $8.34万 | 0.01% | 14,683 | -5,181 | -26.1% | -$2.94万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $15.60万 | 0.02% | 13,392 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $16.27万 | 0.02% | 10,317 | 8 | 0.1% | $126 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.21万 | 0.03% | 1,279 | 1,279 | — | $20.21万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $20.42万 | 0.03% | 2,324 | -544 | -19.0% | -$4.78万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $20.43万 | 0.03% | 1,343 | 1,343 | — | $20.43万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $20.56万 | 0.03% | 4,940 | 4,940 | — | $20.56万 | 新建仓 |
| PWRD | TCW ETF TRUST | $20.71万 | 0.03% | 1,684 | 1,684 | — | $20.71万 | 新建仓 |
| PFE | PFIZER INC | $21.33万 | 0.03% | 8,858 | -919 | -9.4% | -$2.21万 | 减仓 |
| IEFA | ISHARES TR | $21.47万 | 0.03% | 2,223 | -1,400 | -38.6% | -$13.52万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.51万 | 0.03% | 1,266 | 1,266 | — | $21.51万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $21.68万 | 0.03% | 9,122 | -568 | -5.9% | -$1.35万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $21.75万 | 0.03% | 27,604 | 542 | 2.0% | $4,271 | 加仓 |
| MA | MASTERCARD INCORPORATED | $21.75万 | 0.03% | 424 | -157 | -27.0% | -$8.06万 | 减仓 |
| AGG | ISHARES TR | $21.83万 | 0.03% | 2,205 | -78 | -3.4% | -$7,722 | 减仓 |
| VTV | VANGUARD INDEX FDS | $22.78万 | 0.03% | 1,045 | 1,045 | — | $22.78万 | 新建仓 |
| TER | TERADYNE INC | $22.84万 | 0.03% | 472 | 472 | — | $22.84万 | 新建仓 |
| ASML | ASML HLDG NV | $23.28万 | 0.03% | 117 | 117 | — | $23.28万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $23.41万 | 0.03% | 9,172 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $23.42万 | 0.03% | 313 | -262 | -45.6% | -$19.61万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $23.50万 | 0.03% | 840 | -78 | -8.5% | -$2.18万 | 减仓 |
| HAL | HALLIBURTON CO | $23.88万 | 0.03% | 7,034 | 739 | 11.7% | $2.51万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.10万 | 0.03% | 7,061 | -133 | -1.8% | -$4,539 | 减仓 |
| AFL | AFLAC INC | $24.30万 | 0.03% | 2,073 | 5 | 0.2% | $586 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $24.65万 | 0.03% | 3,119 | 202 | 6.9% | $1.60万 | 加仓 |
| BAC | BANK OF AMER CORP | $24.68万 | 0.03% | 4,332 | 125 | 3.0% | $7,122 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.85万 | 0.03% | 855 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $25.24万 | 0.04% | 3,321 | -43 | -1.3% | -$3,268 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.48万 | 0.04% | 8,656 | 22 | 0.3% | $647 | 加仓 |
| SPYG | SPDR SERIES TRUST | $25.67万 | 0.04% | 2,157 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.10万 | 0.04% | 11,673 | 113 | 1.0% | $2,527 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.57万 | 0.04% | 208 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $26.62万 | 0.04% | 773 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.08万 | 0.04% | 3,511 | 3,511 | — | $27.08万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $27.43万 | 0.04% | 7,294 | 71 | 1.0% | $2,670 | 加仓 |
| ARCC | ARES CAPITAL CORP | $28.12万 | 0.04% | 15,176 | -1,170 | -7.2% | -$2.17万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.39万 | 0.04% | 953 | 953 | — | $28.39万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $28.64万 | 0.04% | 958 | -329 | -25.6% | -$9.84万 | 减仓 |
| MCK | MCKESSON CORP | $29.17万 | 0.04% | 386 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $29.82万 | 0.04% | 532 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $29.83万 | 0.04% | 295 | 10 | 3.5% | $1.01万 | 加仓 |
| COPX | GLOBAL X FDS | $30.53万 | 0.04% | 3,966 | 3,966 | — | $30.53万 | 新建仓 |
| DTE | DTE ENERGY CO | $31.60万 | 0.04% | 2,074 | 2 | 0.1% | $305 | 加仓 |
| SYY | SYSCO CORP | $31.64万 | 0.04% | 3,785 | -659 | -14.8% | -$5.51万 | 减仓 |
| SO | SOUTHERN CO | $32.04万 | 0.05% | 3,347 | 27 | 0.8% | $2,585 | 加仓 |
| F | FORD MTR CO | $32.72万 | 0.05% | 23,537 | -314 | -1.3% | -$4,365 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.93万 | 0.05% | 4,762 | -38 | -0.8% | -$2,708 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $34.18万 | 0.05% | 11,659 | -2,691 | -18.8% | -$7.89万 | 减仓 |
| ETR | ENTERGY CORP NEW | $35.37万 | 0.05% | 3,079 | -116 | -3.6% | -$1.33万 | 减仓 |
| BA | BOEING CO | $35.91万 | 0.05% | 1,659 | -6 | -0.4% | -$1,299 | 减仓 |
| XEL | XCEL ENERGY INC | $36.30万 | 0.05% | 4,520 | 6 | 0.1% | $482 | 加仓 |
| SOXX | ISHARES TR | $36.33万 | 0.05% | 567 | 567 | — | $36.33万 | 新建仓 |
| LOW | LOWES COS INC | $36.83万 | 0.05% | 1,671 | -207 | -11.0% | -$4.56万 | 减仓 |
| NLR | VANECK ETF TRUST | $37.92万 | 0.05% | 3,269 | 476 | 17.0% | $5.52万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $38.83万 | 0.05% | 2,179 | -71 | -3.2% | -$1.27万 | 减仓 |
| LPG | DORIAN LPG LTD | $38.86万 | 0.05% | 11,174 | -111 | -1.0% | -$3,861 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.31万 | 0.06% | 784 | 21 | 2.8% | $1.05万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $39.51万 | 0.06% | 15,765 | 2,511 | 18.9% | $6.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $39.52万 | 0.06% | 404 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $41.00万 | 0.06% | 7,383 | -3,750 | -33.7% | -$20.82万 | 减仓 |
| ENB | ENBRIDGE INC | $41.75万 | 0.06% | 7,701 | 1,145 | 17.5% | $6.21万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $41.76万 | 0.06% | 6,849 | 1,024 | 17.6% | $6.24万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $43.37万 | 0.06% | 9,002 | -1,305 | -12.7% | -$6.29万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $43.90万 | 0.06% | 17,387 | 51 | 0.3% | $1,288 | 加仓 |
| PG | PROCTER & GAMBLE CO | $44.29万 | 0.06% | 3,020 | 6 | 0.2% | $880 | 加仓 |
| VOX | VANGUARD WORLD FD | $44.32万 | 0.06% | 2,409 | -622 | -20.5% | -$11.44万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.75万 | 0.06% | 10,077 | -220 | -2.1% | -$9,769 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $44.82万 | 0.06% | 13,246 | 181 | 1.4% | $6,125 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $45.41万 | 0.06% | 10,602 | -244 | -2.2% | -$1.05万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $45.57万 | 0.06% | 4,259 | 15 | 0.4% | $1,605 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.64万 | 0.06% | 10,272 | -211 | -2.0% | -$9,375 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.71万 | 0.06% | 10,696 | -99 | -0.9% | -$4,231 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $48.67万 | 0.07% | 422 | 422 | — | $48.67万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.60万 | 0.07% | 11,716 | 1,262 | 12.1% | $5.34万 | 加仓 |
| AMCR | AMCOR PLC | $52.89万 | 0.07% | 12,202 | 1,592 | 15.0% | $6.90万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.99万 | 0.07% | 1,275 | -142 | -10.0% | -$5.90万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $54.45万 | 0.08% | 6,243 | -3,855 | -38.2% | -$33.62万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.40万 | 0.08% | 2,341 | 11 | 0.5% | $2,603 | 加仓 |
| NASA | TEMA ETF TRUST | $55.89万 | 0.08% | 18,396 | 18,396 | — | $55.89万 | 新建仓 |
| V | VISA INC | $56.38万 | 0.08% | 1,643 | -140 | -7.9% | -$4.80万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $56.63万 | 0.08% | 5,119 | -575 | -10.1% | -$6.36万 | 减仓 |
| WMB | WILLIAMS COS INC | $56.82万 | 0.08% | 7,643 | -198 | -2.5% | -$1.47万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $57.48万 | 0.08% | 4,227 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $57.63万 | 0.08% | 6,258 | 6,258 | — | $57.63万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $58.81万 | 0.08% | 15,999 | -1,367 | -7.9% | -$5.03万 | 减仓 |
| HSY | HERSHEY CO | $63.85万 | 0.09% | 3,639 | -205 | -5.3% | -$3.60万 | 减仓 |
| DVY | ISHARES TR | $68.17万 | 0.10% | 4,362 | -719 | -14.2% | -$11.24万 | 减仓 |