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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $786.68万 | 1.11% | 27,975 | -1,890 | -6.3% | -$53.15万 | 减仓 |
| GOOG | ALPHABET INC | $808.76万 | 1.14% | 22,890 | -1,148 | -4.8% | -$40.56万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $827.39万 | 1.16% | 279,901 | 129,105 | 85.6% | $381.63万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $865.91万 | 1.22% | 415,207 | 115,164 | 38.4% | $240.17万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $902.84万 | 1.27% | 108,685 | -6,557 | -5.7% | -$54.47万 | 减仓 |
| MCD | MCDONALDS CORP | $949.12万 | 1.33% | 35,112 | -1,044 | -2.9% | -$28.22万 | 减仓 |
| GLD | SPDR GOLD TR | $951.36万 | 1.34% | 25,826 | -10,159 | -28.2% | -$374.23万 | 减仓 |
| — | EXXON MOBIL CORP | $966.82万 | 1.36% | 70,716 | 3,160 | 4.7% | $43.20万 | 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 |
| META | META PLATFORMS INC | $974.08万 | 1.37% | 17,293 | 2,404 | 16.1% | $135.41万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1,198.49万 | 1.68% | 94,682 | -2,391 | -2.5% | -$30.27万 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $1,322.07万 | 1.86% | 14,133 | -1,213 | -7.9% | -$113.47万 | 减仓 |
| GE | GE AEROSPACE | $1,522.63万 | 2.14% | 40,741 | 495 | 1.2% | $18.50万 | 加仓 |
| KO | COCA COLA CO | $1,568.25万 | 2.20% | 192,968 | -18,533 | -8.8% | -$150.62万 | 减仓 |
| CAT | CATERPILLAR INC | $1,585.18万 | 2.23% | 14,886 | -421 | -2.8% | -$44.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,603.19万 | 2.25% | 42,979 | -7,274 | -14.5% | -$271.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,850.85万 | 2.60% | 25,134 | -2 | -0.0% | -$1,473 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,871.03万 | 2.63% | 37,392 | 80 | 0.2% | $4.00万 | 加仓 |
| AMZN | AMAZON COM INC | $2,147.56万 | 3.02% | 90,105 | -3,501 | -3.7% | -$83.44万 | 减仓 |
| WMT | WALMART INC | $2,263.19万 | 3.18% | 199,823 | 4,785 | 2.5% | $54.19万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,340.74万 | 3.29% | 380,856 | 28,389 | 8.1% | $174.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,400.19万 | 3.37% | 119,956 | -7,608 | -6.0% | -$152.23万 | 减仓 |
| AAPL | APPLE INC | $4,047.61万 | 5.69% | 139,881 | -2,881 | -2.0% | -$83.36万 | 减仓 |