SageGuard Financial Group, LLC
GOODLETTSVILLE TN · SEC CIK 0001861378
$6.46亿2026Q1 申报市值
196持仓数
31.7%前十大占比 · 第一大 5.6%
24 / 4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
FTCB 新建仓+$628.89万
IEF 加仓+$612.54万
FTSM 新建仓+$501.24万
IUSB 加仓+$392.52万
ISPY 加仓+$322.83万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$630.59万
LMT 减仓-$512.64万
JEPI 减仓-$420.67万
CL 减仓-$380.25万
RBB FD INC 减仓-$301.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $85.31万 | 0.13% | 18,590 | -476 | -2.5% | -$2.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.61万 | 0.13% | 1,301 | -7 | -0.5% | -$4,553 | 减仓 |
| GOOGL | ALPHABET INC | $84.15万 | 0.13% | 2,926 | 146 | 5.3% | $4.20万 | 加仓 |
| KR | KROGER CO | $80.56万 | 0.12% | 11,133 | -7,478 | -40.2% | -$54.11万 | 减仓 |
| HSY | HERSHEY CO | $79.92万 | 0.12% | 3,844 | -196 | -4.9% | -$4.07万 | 减仓 |
| DVY | ISHARES TR | $76.93万 | 0.12% | 5,081 | -396 | -7.2% | -$6.00万 | 减仓 |
| — | T ROWE PRICE ETF INC | $69.91万 | 0.11% | 25,652 | 25,652 | — | $69.91万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $65.71万 | 0.10% | 17,366 | -483 | -2.7% | -$1.83万 | 减仓 |
| — | RBB FD INC | $64.95万 | 0.10% | 22,987 | -9,377 | -29.0% | -$26.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $64.83万 | 0.10% | 9,824 | -2,571 | -20.7% | -$16.97万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $64.44万 | 0.10% | 5,694 | -711 | -11.1% | -$8.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.16万 | 0.10% | 3,202 | 3 | 0.1% | $582 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $58.99万 | 0.09% | 21,711 | 21,711 | — | $58.99万 | 新建仓 |
| WMB | WILLIAMS COS INC | $57.07万 | 0.09% | 7,841 | -599 | -7.1% | -$4.36万 | 减仓 |
| CMI | CUMMINS INC | $54.66万 | 0.08% | 1,016 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $54.52万 | 0.08% | 3,031 | -18 | -0.6% | -$3,238 | 减仓 |
| V | VISA INC | $53.88万 | 0.08% | 1,783 | 25 | 1.4% | $7,554 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.48万 | 0.08% | 10,454 | 2,026 | 24.0% | $10.17万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION | $50.83万 | 0.08% | 3,764 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.11万 | 0.08% | 2,330 | -160 | -6.4% | -$3.44万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $49.06万 | 0.08% | 13,379 | 13,379 | — | $49.06万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $48.47万 | 0.08% | 10,307 | -382 | -3.6% | -$1.80万 | 减仓 |
| CSCO | CISCO SYS INC | $48.10万 | 0.07% | 6,199 | 7 | 0.1% | $543 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $46.98万 | 0.07% | 17,336 | 17,336 | — | $46.98万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $46.51万 | 0.07% | 6,466 | 6,466 | — | $46.51万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.04万 | 0.07% | 10,483 | -2,264 | -17.8% | -$9.73万 | 减仓 |
| LOW | LOWES COS INC | $44.37万 | 0.07% | 1,878 | -97 | -4.9% | -$2.29万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $43.72万 | 0.07% | 10,846 | -2,295 | -17.5% | -$9.25万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.71万 | 0.07% | 10,795 | -1,409 | -11.5% | -$5.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $43.53万 | 0.07% | 3,014 | -74 | -2.4% | -$1.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.13万 | 0.07% | 10,297 | -2,255 | -18.0% | -$9.44万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $42.76万 | 0.07% | 4,244 | 28 | 0.7% | $2,821 | 加仓 |
| AMCR | AMCOR PLC | $42.18万 | 0.07% | 10,610 | 10,610 | — | $42.18万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $38.92万 | 0.06% | 4,227 | -255 | -5.7% | -$2.35万 | 减仓 |
| LPG | DORIAN LPG LTD | $38.59万 | 0.06% | 11,285 | 653 | 6.1% | $2.23万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $38.54万 | 0.06% | 14,350 | -25,764 | -64.2% | -$69.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.34万 | 0.06% | 1,417 | -100 | -6.6% | -$2.71万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.06万 | 0.06% | 13,065 | -7,798 | -37.4% | -$22.72万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $37.97万 | 0.06% | 90 | -1 | -1.1% | -$4,219 | 减仓 |
| IVV | ISHARES TR | $37.59万 | 0.06% | 575 | -66 | -10.3% | -$4.31万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $37.50万 | 0.06% | 763 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $37.20万 | 0.06% | 2,793 | 2,793 | — | $37.20万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $36.17万 | 0.06% | 404 | 41 | 11.3% | $3.67万 | 加仓 |
| ETR | ENTERGY CORP NEW | $35.90万 | 0.06% | 3,195 | 10 | 0.3% | $1,124 | 加仓 |
| XEL | XCEL ENERGY INC | $35.86万 | 0.06% | 4,514 | 16 | 0.4% | $1,271 | 加仓 |
| ENB | ENBRIDGE INC | $35.49万 | 0.05% | 6,556 | 1,650 | 33.6% | $8.93万 | 加仓 |
| VHT | VANGUARD WORLD FD | $35.04万 | 0.05% | 1,287 | -18 | -1.4% | -$4,901 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $34.86万 | 0.05% | 918 | 4 | 0.4% | $1,519 | 加仓 |
| ORCL | ORACLE CORP | $34.72万 | 0.05% | 2,360 | 2,360 | — | $34.72万 | 新建仓 |
| MCK | MCKESSON CORP | $33.40万 | 0.05% | 386 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.14万 | 0.05% | 1,665 | -389 | -18.9% | -$7.74万 | 减仓 |
| IEFA | ISHARES TR | $32.80万 | 0.05% | 3,623 | 3,623 | — | $32.80万 | 新建仓 |
| SO | SOUTHERN CO | $32.05万 | 0.05% | 3,320 | 216 | 7.0% | $2.08万 | 加仓 |
| SYY | SYSCO CORP | $31.70万 | 0.05% | 4,444 | -339 | -7.1% | -$2.42万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $31.16万 | 0.05% | 5,825 | 1,651 | 39.6% | $8.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.76万 | 0.05% | 4,800 | -639 | -11.7% | -$4.09万 | 减仓 |
| DTE | DTE ENERGY CO | $30.30万 | 0.05% | 2,072 | 1 | 0.0% | $146 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $30.28万 | 0.05% | 4,626 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $29.51万 | 0.05% | 855 | 1 | 0.1% | $345 | 加仓 |
| ARCC | ARES CAPITAL CORP | $29.46万 | 0.05% | 16,346 | -4,056 | -19.9% | -$7.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $29.02万 | 0.04% | 581 | -120 | -17.1% | -$5.99万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $28.71万 | 0.04% | 13,254 | 3,721 | 39.0% | $8.06万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $28.08万 | 0.04% | 7,223 | 99 | 1.4% | $3,848 | 加仓 |
| F | FORD MTR CO | $27.52万 | 0.04% | 23,851 | -926 | -3.7% | -$1.07万 | 减仓 |
| PFE | PFIZER INC | $27.45万 | 0.04% | 9,777 | 199 | 2.1% | $5,588 | 加仓 |
| DASH | DOORDASH INC | $26.64万 | 0.04% | 1,774 | 1,774 | — | $26.64万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $26.33万 | 0.04% | 5,772 | 621 | 12.1% | $2.83万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.23万 | 0.04% | 208 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $25.02万 | 0.04% | 587 | 25 | 4.4% | $1.07万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $24.79万 | 0.04% | 773 | 773 | — | $24.79万 | 新建仓 |
| HAL | HALLIBURTON CO | $24.54万 | 0.04% | 6,295 | 6,295 | — | $24.54万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $24.45万 | 0.04% | 11,560 | 11,560 | — | $24.45万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.09万 | 0.04% | 285 | 3 | 1.1% | $2,536 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.09万 | 0.04% | 7,194 | -1,035 | -12.6% | -$3.47万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $23.50万 | 0.04% | 9,172 | -280 | -3.0% | -$7,174 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.13万 | 0.04% | 2,917 | -2 | -0.1% | -$159 | 减仓 |
| AFL | AFLAC INC | $22.68万 | 0.04% | 2,068 | 5 | 0.2% | $548 | 加仓 |
| AGG | ISHARES TR | $22.66万 | 0.04% | 2,283 | -298 | -11.5% | -$2.96万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $22.59万 | 0.03% | 532 | -2 | -0.4% | -$849 | 减仓 |
| COP | CONOCOPHILLIPS | $22.40万 | 0.03% | 1,697 | 1,697 | — | $22.40万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.14万 | 0.03% | 8,634 | -9,065 | -51.2% | -$23.24万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $21.43万 | 0.03% | 9,690 | -2,423 | -20.0% | -$5.36万 | 减仓 |
| FDX | FEDEX CORP | $21.34万 | 0.03% | 599 | 599 | — | $21.34万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $21.19万 | 0.03% | 5,222 | 5,222 | — | $21.19万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $21.12万 | 0.03% | 2,157 | -52 | -2.4% | -$5,091 | 减仓 |
| AZO | AUTOZONE INC | $20.94万 | 0.03% | 62 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAP CORP | $20.89万 | 0.03% | 12,038 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $20.51万 | 0.03% | 4,207 | -8 | -0.2% | -$390 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $20.41万 | 0.03% | 27,062 | 340 | 1.3% | $2,564 | 加仓 |
| XYZ | BLOCK INC | $20.24万 | 0.03% | 3,364 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $20.23万 | 0.03% | 2,511 | 2,511 | — | $20.23万 | 新建仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $15.99万 | 0.02% | 13,392 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $15.36万 | 0.02% | 15,093 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $15.23万 | 0.02% | 10,309 | -396 | -3.7% | -$5,849 | 减仓 |
| RITM | RITHM CAPITAL CORP | $9.63万 | 0.01% | 10,158 | -4,535 | -30.9% | -$4.30万 | 减仓 |
| NUVB | NUVATION BIO INC | $8.52万 | 0.01% | 19,864 | -430 | -2.1% | -$1,845 | 减仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -12,511 | -100.0% | -$107.08万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -8,781 | -100.0% | -$36.62万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,694 | -100.0% | -$22.49万 | 清仓 |