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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,623.15万 | 5.61% | 142,762 | -2,255 | -1.6% | -$57.23万 | 减仓 |
| WMT | WALMART INC | $2,423.93万 | 3.75% | 195,038 | -10,447 | -5.1% | -$129.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,224.71万 | 3.44% | 127,564 | -13,192 | -9.4% | -$230.07万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,956.90万 | 3.03% | 352,467 | -13,846 | -3.8% | -$76.87万 | 减仓 |
| AMZN | AMAZON COM INC | $1,949.53万 | 3.02% | 93,606 | -3,346 | -3.5% | -$69.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,860.20万 | 2.88% | 50,253 | -3,044 | -5.7% | -$112.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,787.97万 | 2.77% | 37,312 | -2,101 | -5.3% | -$100.68万 | 减仓 |
| KO | COCA COLA CO | $1,608.46万 | 2.49% | 211,501 | -32,769 | -13.4% | -$249.21万 | 减仓 |
| GLD | SPDR GOLD TR | $1,548.40万 | 2.40% | 35,985 | -14,655 | -28.9% | -$630.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,529.15万 | 2.37% | 15,346 | -213 | -1.4% | -$21.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,450.80万 | 2.24% | 25,136 | 796 | 3.3% | $45.94万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,289.82万 | 2.00% | 381,944 | -73,446 | -16.1% | -$248.03万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,271.08万 | 1.97% | 97,073 | 223 | 0.2% | $2.92万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,270.93万 | 1.97% | 224,230 | -74,218 | -24.9% | -$420.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,219.04万 | 1.89% | 20,170 | -8,482 | -29.6% | -$512.64万 | 减仓 |
| — | EXXON MOBIL CORP | $1,146.16万 | 1.77% | 67,556 | 341 | 0.5% | $5.79万 | 加仓 |
| GE | GE AEROSPACE | $1,142.07万 | 1.77% | 40,246 | 1,646 | 4.3% | $46.71万 | 加仓 |
| MCD | MCDONALDS CORP | $1,123.68万 | 1.74% | 36,156 | -310 | -0.9% | -$9.63万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,097.58万 | 1.70% | 55,366 | -2,311 | -4.0% | -$45.81万 | 减仓 |
| CAT | CATERPILLAR INC | $1,084.41万 | 1.68% | 15,307 | -43 | -0.3% | -$3.05万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $944.76万 | 1.46% | 115,242 | -5,751 | -4.8% | -$47.15万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $876.42万 | 1.36% | 102,830 | -44,615 | -30.3% | -$380.25万 | 减仓 |
| META | META PLATFORMS INC | $851.82万 | 1.32% | 14,889 | 1,246 | 9.1% | $71.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $830.61万 | 1.29% | 168,241 | -7,416 | -4.2% | -$36.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $723.90万 | 1.12% | 29,865 | -3,086 | -9.4% | -$74.80万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $722.21万 | 1.12% | 43,586 | -10 | -0.0% | -$1,657 | 减仓 |
| IAU | ISHARES GOLD TR | $698.23万 | 1.08% | 79,200 | 32,418 | 69.3% | $285.80万 | 加仓 |
| GOOG | ALPHABET INC | $689.56万 | 1.07% | 24,038 | -335 | -1.4% | -$9.61万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $675.31万 | 1.04% | 37,517 | -10,830 | -22.4% | -$194.94万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $671.55万 | 1.04% | 24,048 | 656 | 2.8% | $18.32万 | 加仓 |
| IUSB | ISHARES TR | $655.02万 | 1.01% | 141,811 | 84,979 | 149.5% | $392.52万 | 加仓 |
| SPYI | NEOS ETF TRUST | $647.69万 | 1.00% | 131,192 | -23,336 | -15.1% | -$115.21万 | 减仓 |
| IEF | ISHARES TR | $646.24万 | 1.00% | 67,712 | 64,181 | 1,817.6% | $612.54万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $628.89万 | 0.97% | 300,043 | 300,043 | — | $628.89万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $628.20万 | 0.97% | 47,269 | 17,470 | 58.6% | $232.17万 | 加仓 |
| ET | ENERGY TRANSFER L P | $625.71万 | 0.97% | 324,201 | -8,531 | -2.6% | -$16.46万 | 减仓 |
| T | AT&T INC | $598.10万 | 0.93% | 206,313 | 19,513 | 10.4% | $56.57万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $558.00万 | 0.86% | 111,874 | 4,506 | 4.2% | $22.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $548.69万 | 0.85% | 7,864 | 8 | 0.1% | $5,582 | 加仓 |
| CVX | CHEVRON CORPORATION | $536.70万 | 0.83% | 25,940 | 1,513 | 6.2% | $31.30万 | 加仓 |
| — | RBB FD INC | $529.01万 | 0.82% | 194,276 | -110,778 | -36.3% | -$301.65万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $513.01万 | 0.79% | 150,796 | 80,204 | 113.6% | $272.85万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $501.24万 | 0.78% | 83,848 | 83,848 | — | $501.24万 | 新建仓 |
| ISPY | PROSHARES TR | $490.39万 | 0.76% | 113,123 | 74,470 | 192.7% | $322.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $490.06万 | 0.76% | 21,326 | -5,339 | -20.0% | -$122.69万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $465.95万 | 0.72% | 9,846 | 45 | 0.5% | $2.13万 | 加仓 |
| ABBV | ABBVIE INC | $406.69万 | 0.63% | 18,699 | 4,143 | 28.5% | $90.11万 | 加仓 |
| GEV | GE VERNOVA INC | $388.81万 | 0.60% | 4,454 | 1,914 | 75.4% | $167.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $387.50万 | 0.60% | 13,173 | 2,998 | 29.5% | $88.19万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $368.89万 | 0.57% | 22,809 | 12,442 | 120.0% | $201.22万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $360.33万 | 0.56% | 68,321 | -1,553 | -2.2% | -$8.19万 | 减仓 |
| SLV | ISHARES SILVER TR | $352.77万 | 0.55% | 51,771 | 45,046 | 669.8% | $306.94万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $350.33万 | 0.54% | 70,073 | -3,161 | -4.3% | -$15.80万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $344.61万 | 0.53% | 112,325 | -959 | -0.8% | -$2.94万 | 减仓 |
| LLY | ELI LILLY & CO | $321.41万 | 0.50% | 3,494 | 2,236 | 177.7% | $205.69万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $307.74万 | 0.48% | 157,172 | 69,403 | 79.1% | $135.89万 | 加仓 |
| — | PROSHARES TR | $307.13万 | 0.48% | 77,207 | 31,743 | 69.8% | $126.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $303.55万 | 0.47% | 4,449 | 15 | 0.3% | $1.02万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $297.38万 | 0.46% | 20,284 | 1,443 | 7.7% | $21.16万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $295.69万 | 0.46% | 153,528 | 64,884 | 73.2% | $124.97万 | 加仓 |
| IQQQ | PROSHARES TR | $289.51万 | 0.45% | 69,441 | 28,136 | 68.1% | $117.30万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $288.87万 | 0.45% | 26,076 | 26,076 | — | $288.87万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $274.86万 | 0.43% | 43,852 | 30,292 | 223.4% | $189.87万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $273.03万 | 0.42% | 16,691 | 16,691 | — | $273.03万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $270.02万 | 0.42% | 4,519 | -348 | -7.2% | -$20.79万 | 减仓 |
| OKE | ONEOK INC NEW | $259.88万 | 0.40% | 28,751 | -3,301 | -10.3% | -$29.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $255.37万 | 0.40% | 5,847 | -232 | -3.8% | -$10.13万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $239.83万 | 0.37% | 96,668 | -12,961 | -11.8% | -$32.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $233.83万 | 0.36% | 6,919 | 1,790 | 34.9% | $60.49万 | 加仓 |
| AVGO | BROADCOM INC | $215.59万 | 0.33% | 6,965 | 1,766 | 34.0% | $54.66万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.33% | 3 | 0 | 0.0% | — | 不变 |
| TCAL | T ROWE PRICE ETF INC | $211.90万 | 0.33% | 94,811 | 94,811 | — | $211.90万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $204.43万 | 0.32% | 4,578 | -3,525 | -43.5% | -$157.41万 | 减仓 |
| QYLD | GLOBAL X FDS | $202.48万 | 0.31% | 118,067 | -9,401 | -7.4% | -$16.12万 | 减仓 |
| NFLX | NETFLIX INC. | $190.72万 | 0.30% | 19,836 | 12,875 | 185.0% | $123.79万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $182.56万 | 0.28% | 44,344 | -655 | -1.5% | -$2.70万 | 减仓 |
| — | HONEYWELL INTL INC | $180.17万 | 0.28% | 7,971 | 41 | 0.5% | $9,267 | 加仓 |
| TSLA | TESLA INC | $173.64万 | 0.27% | 4,671 | 760 | 19.4% | $28.25万 | 加仓 |
| MRK | MERCK & CO INC | $168.53万 | 0.26% | 14,010 | -270 | -1.9% | -$3.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $161.86万 | 0.25% | 5,045 | 95 | 1.9% | $3.05万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $161.82万 | 0.25% | 8,870 | 810 | 10.0% | $14.78万 | 加仓 |
| CR | CRANE COMPANY | $160.00万 | 0.25% | 9,357 | 3 | 0.0% | $513 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $156.04万 | 0.24% | 35,610 | -2,375 | -6.3% | -$10.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $147.81万 | 0.23% | 7,266 | -128 | -1.7% | -$2.60万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $144.21万 | 0.22% | 38,776 | 38,776 | — | $144.21万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $138.71万 | 0.21% | 4,586 | -129 | -2.7% | -$3.90万 | 减仓 |
| XYLD | GLOBAL X FDS | $122.19万 | 0.19% | 31,228 | -6,368 | -16.9% | -$24.92万 | 减仓 |
| HD | HOME DEPOT INC | $119.55万 | 0.18% | 3,635 | -710 | -16.3% | -$23.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $118.00万 | 0.18% | 4,827 | -98 | -2.0% | -$2.40万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $115.03万 | 0.18% | 30,617 | 30,617 | — | $115.03万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $114.47万 | 0.18% | 58,136 | -498 | -0.8% | -$9,806 | 减仓 |
| MPC | MARATHON PETE CORP | $103.50万 | 0.16% | 4,239 | 1 | 0.0% | $244 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $99.38万 | 0.15% | 10,098 | -6,940 | -40.7% | -$68.30万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $98.95万 | 0.15% | 5,357 | 28 | 0.5% | $5,172 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $98.94万 | 0.15% | 13,436 | -8,344 | -38.3% | -$61.45万 | 减仓 |
| RYLD | GLOBAL X FDS | $92.92万 | 0.14% | 62,157 | -15,108 | -19.6% | -$22.59万 | 减仓 |
| MPLX | MPLX LP | $91.41万 | 0.14% | 16,017 | -662 | -4.0% | -$3.78万 | 减仓 |
| VLO | VALERO ENERGY CORP | $89.31万 | 0.14% | 3,615 | -517 | -12.5% | -$12.77万 | 减仓 |
| BBDC | BARINGS BDC INC | $88.98万 | 0.14% | 108,117 | 905 | 0.8% | $7,448 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $85.58万 | 0.13% | 5,176 | -2,700 | -34.3% | -$44.64万 | 减仓 |