Sagace Wealth Management LLC
ST. PETERSBURG FL · SEC CIK 0002027449
$1.59亿2026Q2 申报市值
71持仓数
40.6%前十大占比 · 第一大 6.0%
1 / 1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
SPHQ 加仓+$37.17万
IMCG 新建仓+$25.97万
IAU 加仓+$18.73万
VCIT 加仓+$18.46万
VOO 加仓+$12.16万
2026Q2 卖出最多 按季末市值估算
LMT 清仓-$20.79万
VOT 减仓-$15.22万
BNDX 减仓-$13.79万
SCHH 减仓-$8.24万
PFF 减仓-$7.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $963.24万 | 6.04% | 116,544 | 2,233 | 2.0% | $18.46万 | 加仓 |
| VO | VANGUARD INDEX FDS | $959.38万 | 6.02% | 119,074 | -150 | -0.1% | -$1.21万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $740.12万 | 4.64% | 34,785 | 339 | 1.0% | $7.21万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $636.98万 | 4.00% | 83,048 | -776 | -0.9% | -$5.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $582.90万 | 3.66% | 81,811 | -512 | -0.6% | -$3.65万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $545.61万 | 3.42% | 63,821 | 96 | 0.2% | $8,207 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $540.77万 | 3.39% | 111,660 | -2,848 | -2.5% | -$13.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $532.14万 | 3.34% | 7,748 | 177 | 2.3% | $12.16万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $484.66万 | 3.04% | 15,823 | -497 | -3.0% | -$15.22万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $483.06万 | 3.03% | 182,285 | -2,549 | -1.4% | -$6.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $478.90万 | 3.00% | 15,799 | -34 | -0.2% | -$1.03万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $462.07万 | 2.90% | 61,405 | -1 | -0.0% | -$75 | 减仓 |
| EFG | ISHARES TR | $460.93万 | 2.89% | 37,046 | 769 | 2.1% | $9.57万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $398.36万 | 2.50% | 35,291 | 133 | 0.4% | $1.50万 | 加仓 |
| HYG | ISHARES TR | $396.67万 | 2.49% | 49,602 | 389 | 0.8% | $3.11万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $389.33万 | 2.44% | 33,890 | -162 | -0.5% | -$1.86万 | 减仓 |
| PFF | ISHARES TR | $381.16万 | 2.39% | 125,010 | -2,329 | -1.8% | -$7.10万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $333.75万 | 2.09% | 66,445 | 96 | 0.1% | $4,822 | 加仓 |
| VOE | VANGUARD INDEX FDS | $296.08万 | 1.86% | 14,984 | -53 | -0.4% | -$1.05万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $284.98万 | 1.79% | 15,869 | -37 | -0.2% | -$6,644 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $283.49万 | 1.78% | 119,715 | -3,478 | -2.8% | -$8.24万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $282.58万 | 1.77% | 29,286 | -240 | -0.8% | -$2.32万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $278.08万 | 1.74% | 40,342 | -313 | -0.8% | -$2.16万 | 减仓 |
| IAU | ISHARES GOLD TR | $275.17万 | 1.73% | 36,441 | 2,480 | 7.3% | $18.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $265.20万 | 1.66% | 30,787 | 247 | 0.8% | $2.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $257.30万 | 1.61% | 43,106 | 523 | 1.2% | $3.12万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $253.80万 | 1.59% | 32,114 | 459 | 1.5% | $3.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $239.26万 | 1.50% | 3,249 | -46 | -1.4% | -$3.39万 | 减仓 |
| VAW | VANGUARD WORLD FD | $236.20万 | 1.48% | 10,324 | 281 | 2.8% | $6.43万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $234.67万 | 1.47% | 34,901 | -779 | -2.2% | -$5.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $222.42万 | 1.40% | 10,206 | 71 | 0.7% | $1.55万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $205.38万 | 1.29% | 5,616 | 46 | 0.8% | $1.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $188.69万 | 1.18% | 11,940 | -47 | -0.4% | -$7,427 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $182.82万 | 1.15% | 20,291 | 4,125 | 25.5% | $37.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $173.11万 | 1.09% | 54,593 | 620 | 1.1% | $1.97万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $151.76万 | 0.95% | 19,479 | 257 | 1.3% | $2.00万 | 加仓 |
| AAPL | APPLE INC | $133.63万 | 0.84% | 4,618 | 72 | 1.6% | $2.08万 | 加仓 |
| EFV | ISHARES TR | $128.64万 | 0.81% | 16,805 | 147 | 0.9% | $1.13万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $127.32万 | 0.80% | 4,400 | -2,300 | -34.3% | -$66.55万 | 减仓 |
| IDV | ISHARES TR | $125.29万 | 0.79% | 30,241 | -12 | -0.0% | -$497 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $120.90万 | 0.76% | 30,008 | 156 | 0.5% | $6,285 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $118.49万 | 0.74% | 35,592 | -1,410 | -3.8% | -$4.69万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $113.96万 | 0.71% | 4,690 | -10 | -0.2% | -$2,430 | 减仓 |
| AMZN | AMAZON COM INC | $76.51万 | 0.48% | 3,210 | 80 | 2.6% | $1.91万 | 加仓 |
| AVGO | BROADCOM INC | $52.96万 | 0.33% | 1,402 | -118 | -7.8% | -$4.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.62万 | 0.30% | 1,875 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $47.31万 | 0.30% | 3,380 | -445 | -11.6% | -$6.23万 | 减仓 |
| V | VISA INC | $46.39万 | 0.29% | 1,352 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $43.17万 | 0.27% | 6,046 | -252 | -4.0% | -$1.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.93万 | 0.27% | 858 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $38.95万 | 0.24% | 2,849 | -4 | -0.1% | -$547 | 减仓 |
| IVW | ISHARES TR | $38.38万 | 0.24% | 2,791 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $38.36万 | 0.24% | 681 | -54 | -7.3% | -$3.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.51万 | 0.24% | 1,334 | -194 | -12.7% | -$5.46万 | 减仓 |
| CSCO | CISCO SYS INC | $36.84万 | 0.23% | 3,136 | -485 | -13.4% | -$5.70万 | 减仓 |
| GEV | GE VERNOVA INC | $33.13万 | 0.21% | 282 | -29 | -9.3% | -$3.41万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.93万 | 0.20% | 2,185 | -324 | -12.9% | -$4.73万 | 减仓 |
| ETN | EATON CORP PLC | $31.92万 | 0.20% | 749 | -3 | -0.4% | -$1,278 | 减仓 |
| MSFT | MICROSOFT CORP | $31.74万 | 0.20% | 851 | -100 | -10.5% | -$3.73万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.21万 | 0.20% | 409 | -76 | -15.7% | -$5.80万 | 重新持有 |
| IVE | ISHARES TR | $30.45万 | 0.19% | 1,341 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $30.35万 | 0.19% | 285 | -7 | -2.4% | -$7,454 | 减仓 |
| HD | HOME DEPOT INC | $28.74万 | 0.18% | 815 | -66 | -7.5% | -$2.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.50万 | 0.17% | 1,807 | -306 | -14.5% | -$4.49万 | 减仓 |
| GE | GE AEROSPACE | $26.20万 | 0.16% | 701 | -19 | -2.6% | -$7,101 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $26.02万 | 0.16% | 266 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $25.97万 | 0.16% | 2,642 | 2,642 | — | $25.97万 | 新建仓 |
| NEM | NEWMONT CORP | $24.75万 | 0.16% | 2,650 | -262 | -9.0% | -$2.45万 | 减仓 |
| MMM | 3M CO | $23.15万 | 0.15% | 1,430 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $22.07万 | 0.14% | 2,515 | -4 | -0.2% | -$351 | 减仓 |
| IQLT | ISHARES TR | $20.33万 | 0.13% | 4,102 | -225 | -5.2% | -$1.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -344 | -100.0% | -$20.79万 | 清仓 |