Sagace Wealth Management LLC
ST. PETERSBURG FL · SEC CIK 0002027449
$1.49亿2026Q1 申报市值
70持仓数
40.8%前十大占比 · 第一大 6.3%
9 / 5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
BNDX 新建仓+$550.21万
VWOB 新建仓+$234.38万
SCHD 新建仓+$165.59万
IDV 新建仓+$128.76万
TDIV 加仓+$44.33万
2026Q1 卖出最多 按季末市值估算
VCLT 减仓-$260.25万
BLV 减仓-$177.69万
VIG 清仓-$156.07万
EFV 减仓-$128.56万
SRLN 减仓-$59.79万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -7,101 | -100.0% | -$156.07万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,106 | -100.0% | -$25.38万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -830 | -100.0% | -$24.57万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,833 | -100.0% | -$22.50万 | 清仓 |
| — | CANAAN INC | $0 | 0.00% | 0 | -15,665 | -100.0% | -$1.08万 | 清仓 |
| IQLT | ISHARES TR | $20.00万 | 0.13% | 4,327 | -2,152 | -33.2% | -$9.95万 | 减仓 |
| GE | GE AEROSPACE | $20.43万 | 0.14% | 720 | -36 | -4.8% | -$1.02万 | 减仓 |
| CAT | CATERPILLAR INC | $20.69万 | 0.14% | 292 | -121 | -29.3% | -$8.57万 | 减仓 |
| MMM | 3M CO | $20.77万 | 0.14% | 1,430 | -183 | -11.3% | -$2.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $20.79万 | 0.14% | 344 | 344 | — | $20.79万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $23.40万 | 0.16% | 2,519 | 2,519 | — | $23.40万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $23.81万 | 0.16% | 266 | 5 | 1.9% | $4,476 | 加仓 |
| ETN | EATON CORP PLC | $26.90万 | 0.18% | 752 | 752 | — | $26.90万 | 新建仓 |
| GEV | GE VERNOVA INC | $27.15万 | 0.18% | 311 | -11 | -3.4% | -$9,602 | 减仓 |
| CSCO | CISCO SYS INC | $28.10万 | 0.19% | 3,621 | -753 | -17.2% | -$5.84万 | 减仓 |
| IVE | ISHARES TR | $28.32万 | 0.19% | 1,341 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.98万 | 0.19% | 881 | -18 | -2.0% | -$5,920 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.52万 | 0.20% | 2,113 | -48 | -2.2% | -$6,933 | 减仓 |
| NEM | NEWMONT CORP | $31.52万 | 0.21% | 2,912 | 2,912 | — | $31.52万 | 新建仓 |
| IVW | ISHARES TR | $31.57万 | 0.21% | 2,791 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.86万 | 0.22% | 2,509 | 2,509 | — | $32.86万 | 新建仓 |
| MSFT | MICROSOFT CORP | $35.20万 | 0.24% | 951 | -63 | -6.2% | -$2.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.04万 | 0.25% | 1,528 | 49 | 3.3% | $1.19万 | 加仓 |
| V | VISA INC | $40.86万 | 0.27% | 1,352 | 39 | 3.0% | $1.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.12万 | 0.28% | 858 | 62 | 7.8% | $2.97万 | 加仓 |
| META | META PLATFORMS INC | $42.05万 | 0.28% | 735 | -120 | -14.0% | -$6.87万 | 减仓 |
| C | CITIGROUP INC | $43.38万 | 0.29% | 3,825 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $45.83万 | 0.31% | 1,875 | -547 | -22.6% | -$13.37万 | 减仓 |
| AVGO | BROADCOM INC | $47.05万 | 0.32% | 1,520 | -173 | -10.2% | -$5.35万 | 减仓 |
| — | EXXON MOBIL CORP | $48.40万 | 0.32% | 2,853 | -608 | -17.6% | -$10.32万 | 减仓 |
| NFLX | NETFLIX INC. | $60.56万 | 0.41% | 6,298 | 1,318 | 26.5% | $12.67万 | 加仓 |
| AMZN | AMAZON COM INC | $65.19万 | 0.44% | 3,130 | -66 | -2.1% | -$1.37万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $102.11万 | 0.68% | 4,700 | 17 | 0.4% | $3,693 | 加仓 |
| AAPL | APPLE INC | $115.37万 | 0.77% | 4,546 | -415 | -8.4% | -$10.53万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $119.83万 | 0.80% | 29,852 | -14,895 | -33.3% | -$59.79万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $121.55万 | 0.81% | 16,166 | -398 | -2.4% | -$2.99万 | 减仓 |
| EFV | ISHARES TR | $123.85万 | 0.83% | 16,658 | -17,291 | -50.9% | -$128.56万 | 减仓 |
| IDV | ISHARES TR | $128.76万 | 0.86% | 30,253 | 30,253 | — | $128.76万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $142.16万 | 0.95% | 37,002 | -2,862 | -7.2% | -$11.00万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $150.72万 | 1.01% | 19,222 | -1,189 | -5.8% | -$9.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $165.59万 | 1.11% | 53,973 | 53,973 | — | $165.59万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $168.35万 | 1.13% | 5,570 | -6 | -0.1% | -$1,814 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $170.04万 | 1.14% | 6,700 | 1,000 | 17.5% | $25.38万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $177.53万 | 1.19% | 11,987 | -190 | -1.6% | -$2.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $190.18万 | 1.27% | 3,295 | -20 | -0.6% | -$1.15万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $198.85万 | 1.33% | 10,135 | -1,115 | -9.9% | -$21.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $222.33万 | 1.49% | 5,090 | -1,194 | -19.0% | -$52.15万 | 减仓 |
| VAW | VANGUARD WORLD FD | $226.31万 | 1.52% | 10,043 | 125 | 1.3% | $2.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $230.16万 | 1.54% | 42,583 | -481 | -1.1% | -$2.60万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $234.38万 | 1.57% | 35,680 | 35,680 | — | $234.38万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $237.92万 | 1.59% | 29,526 | 583 | 2.0% | $4.70万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $250.93万 | 1.68% | 31,655 | 3,440 | 12.2% | $27.27万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $264.74万 | 1.77% | 123,193 | -1,093 | -0.9% | -$2.35万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $277.10万 | 1.86% | 15,037 | -313 | -2.0% | -$5.77万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $279.63万 | 1.87% | 40,655 | -25,835 | -38.9% | -$177.69万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $286.64万 | 1.92% | 15,906 | 190 | 1.2% | $3.42万 | 加仓 |
| IAU | ISHARES GOLD TR | $299.40万 | 2.01% | 33,961 | -1,412 | -4.0% | -$12.45万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $318.93万 | 2.14% | 34,052 | 4,733 | 16.1% | $44.33万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $331.41万 | 2.22% | 66,349 | 1,056 | 1.6% | $5.27万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $363.43万 | 2.44% | 35,158 | -565 | -1.6% | -$5.84万 | 减仓 |
| PFF | ISHARES TR | $386.09万 | 2.59% | 127,339 | -16,999 | -11.8% | -$51.54万 | 减仓 |
| HYG | ISHARES TR | $391.54万 | 2.62% | 49,213 | 721 | 1.5% | $5.74万 | 加仓 |
| EFG | ISHARES TR | $404.02万 | 2.71% | 36,277 | 1,005 | 2.8% | $11.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $414.70万 | 2.78% | 15,833 | -111 | -0.7% | -$2.91万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $420.00万 | 2.82% | 16,320 | 295 | 1.8% | $7.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $452.41万 | 3.03% | 7,571 | -105 | -1.4% | -$6.27万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $458.83万 | 3.08% | 61,406 | -34,830 | -36.2% | -$260.25万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $491.38万 | 3.29% | 63,725 | -386 | -0.6% | -$2.98万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $491.84万 | 3.30% | 184,834 | 2,719 | 1.5% | $7.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $527.53万 | 3.54% | 82,323 | -2,514 | -3.0% | -$16.11万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $550.21万 | 3.69% | 114,508 | 114,508 | — | $550.21万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $646.95万 | 4.34% | 83,824 | 929 | 1.1% | $7.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $661.09万 | 4.43% | 34,446 | -1,002 | -2.8% | -$19.23万 | 减仓 |
| VO | VANGUARD INDEX FDS | $855.97万 | 5.74% | 29,806 | -60 | -0.2% | -$1.72万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $945.92万 | 6.34% | 114,311 | -5,354 | -4.5% | -$44.30万 | 减仓 |