SAGESPRING WEALTH PARTNERS, LLC
FRANKLIN TN · SEC CIK 0002056425
$54.86亿2026Q1 申报市值
791持仓数
43.0%前十大占比 · 第一大 6.6%
66 / 48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
EMOP 新建仓+$1.18亿
BAI 加仓+$9,144.94万
IYK 新建仓+$6,307.24万
GOVT 加仓+$5,705.30万
EFV 加仓+$5,088.18万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$23.38亿
BND 减仓-$12.86亿
VOO 减仓-$6.22亿
FBND 减仓-$3.43亿
FIDELITY MERRIMA 清仓-$2.49亿
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 |
|---|---|---|---|---|---|---|---|---|
| MEAR | ISHARES U S ETF TR | $30.19万 | 0.01% | 5,997 | 5,997 | — | $30.19万 | 新建仓 |
| FBK | FB FINL CORP | $30.25万 | 0.01% | 5,825 | -3 | -0.1% | -$156 | 减仓 |
| EQT | EQT CORP | $30.39万 | 0.01% | 4,775 | 545 | 12.9% | $3.47万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $30.55万 | 0.01% | 2,245 | -441 | -16.4% | -$6.00万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $30.59万 | 0.01% | 3,171 | -67 | -2.1% | -$6,463 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.59万 | 0.01% | 12,849 | 592 | 4.8% | $1.41万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $30.68万 | 0.01% | 6,453 | -8,734 | -57.5% | -$41.52万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $30.80万 | 0.01% | 4,085 | 18 | 0.4% | $1,357 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $30.92万 | 0.01% | 2,138 | -23 | -1.1% | -$3,326 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $30.95万 | 0.01% | 4,712 | -2,658 | -36.1% | -$17.46万 | 减仓 |
| VICI | VICI PPTYS INC | $30.96万 | 0.01% | 11,333 | -2,099 | -15.6% | -$5.73万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.06万 | 0.01% | 9,332 | -588 | -5.9% | -$1.96万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $31.10万 | 0.01% | 1,639 | -198 | -10.8% | -$3.76万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $31.29万 | 0.01% | 11,235 | 194 | 1.8% | $5,403 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $31.51万 | 0.01% | 4,553 | -165 | -3.5% | -$1.14万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $31.79万 | 0.01% | 37,935 | 6,773 | 21.7% | $5.68万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $32.04万 | 0.01% | 7,685 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $32.09万 | 0.01% | 2,470 | 418 | 20.4% | $5.43万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $32.11万 | 0.01% | 2,817 | -272 | -8.8% | -$3.10万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $32.17万 | 0.01% | 3,269 | 9 | 0.3% | $886 | 加仓 |
| AOM | ISHARES TR | $32.20万 | 0.01% | 6,797 | -53 | -0.8% | -$2,511 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.36万 | 0.01% | 13,075 | 13,075 | — | $32.36万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $32.39万 | 0.01% | 20,157 | 20,157 | — | $32.39万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $32.53万 | 0.01% | 4,694 | 425 | 10.0% | $2.95万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $32.58万 | 0.01% | 64,772 | -4,162 | -6.0% | -$2.09万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $32.64万 | 0.01% | 2,099 | -52 | -2.4% | -$8,085 | 减仓 |
| CF | CF INDUSTRIES HOLD | $32.66万 | 0.01% | 2,515 | -298 | -10.6% | -$3.87万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $32.71万 | 0.01% | 626 | 177 | 39.4% | $9.25万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $32.73万 | 0.01% | 1,118 | -223 | -16.6% | -$6.53万 | 减仓 |
| TLTD | FLEXSHARES TR | $32.74万 | 0.01% | 3,483 | 124 | 3.7% | $1.17万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $32.81万 | 0.01% | 14,686 | 2,492 | 20.4% | $5.57万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $32.82万 | 0.01% | 2,425 | 297 | 14.0% | $4.02万 | 加仓 |
| IVE | ISHARES TR | $32.92万 | 0.01% | 1,559 | -459 | -22.7% | -$9.69万 | 减仓 |
| STIP | ISHARES TR | $32.98万 | 0.01% | 3,189 | -7,415 | -69.9% | -$76.69万 | 减仓 |
| CVNA | CARVANA CO | $33.01万 | 0.01% | 1,050 | -233 | -18.2% | -$7.33万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $33.11万 | 0.01% | 10,748 | 10,748 | — | $33.11万 | 新建仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $33.13万 | 0.01% | 7,045 | -39 | -0.6% | -$1,834 | 减仓 |
| GNMA | ISHARES TR | $33.22万 | 0.01% | 7,493 | 47 | 0.6% | $2,084 | 加仓 |
| ARM | ARM HOLDINGS PLC | $33.34万 | 0.01% | 2,204 | -50 | -2.2% | -$7,564 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $33.51万 | 0.01% | 11,787 | 11,787 | — | $33.51万 | 新建仓 |
| TRP | TC ENERGY CORP | $33.51万 | 0.01% | 5,353 | -141 | -2.6% | -$8,827 | 减仓 |
| ATO | ATMOS ENERGY CORP | $33.56万 | 0.01% | 1,817 | -478 | -20.8% | -$8.83万 | 减仓 |
| NRG | NRG ENERGY INC | $33.58万 | 0.01% | 2,298 | -141 | -5.8% | -$2.06万 | 减仓 |
| ES | EVERSOURCE ENERGY | $33.59万 | 0.01% | 4,848 | 256 | 5.6% | $1.77万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $33.72万 | 0.01% | 1,931 | -208 | -9.7% | -$3.63万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $33.94万 | 0.01% | 6,365 | 675 | 11.9% | $3.60万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $34.08万 | 0.01% | 7,388 | 981 | 15.3% | $4.53万 | 加仓 |
| DB | DEUTSCHE BK AG | $34.27万 | 0.01% | 11,508 | -1,256 | -9.8% | -$3.74万 | 减仓 |
| LQD | ISHARES TR | $34.30万 | 0.01% | 3,147 | 1,314 | 71.7% | $14.32万 | 加仓 |
| VST | VISTRA CORP | $34.34万 | 0.01% | 2,284 | -499 | -17.9% | -$7.50万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.49万 | 0.01% | 1,628 | 25 | 1.6% | $5,296 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.65万 | 0.01% | 4,281 | -612 | -12.5% | -$4.95万 | 减仓 |
| EFX | EQUIFAX INC | $34.78万 | 0.01% | 1,931 | -1,054 | -35.3% | -$18.98万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $34.92万 | 0.01% | 1,678 | -172 | -9.3% | -$3.58万 | 减仓 |
| CM | CANADIAN IMPERIAL BK COMM | $34.99万 | 0.01% | 3,692 | 424 | 13.0% | $4.02万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $35.00万 | 0.01% | 1,163 | -24 | -2.0% | -$7,222 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $35.03万 | 0.01% | 579 | 46 | 8.6% | $2.78万 | 加仓 |
| BIIB | BIOGEN INC | $35.07万 | 0.01% | 1,913 | 659 | 52.6% | $12.08万 | 加仓 |
| BN | BROOKFIELD CORP | $35.21万 | 0.01% | 8,701 | -1,121 | -11.4% | -$4.54万 | 减仓 |
| VMI | VALMONT INDS INC | $35.43万 | 0.01% | 887 | -222 | -20.0% | -$8.87万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.44万 | 0.01% | 8,913 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $35.63万 | 0.01% | 3,214 | -183 | -5.4% | -$2.03万 | 减仓 |
| FE | FIRSTENERGY CORP | $35.72万 | 0.01% | 7,051 | 639 | 10.0% | $3.24万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $35.72万 | 0.01% | 1,809 | -578 | -24.2% | -$11.41万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $35.90万 | 0.01% | 5,003 | -58 | -1.1% | -$4,162 | 减仓 |
| IXN | ISHARES TR | $36.04万 | 0.01% | 3,605 | 5 | 0.1% | $500 | 加仓 |
| USIG | ISHARES TR | $36.42万 | 0.01% | 7,109 | 79 | 1.1% | $4,047 | 加仓 |
| SHLD | GLOBAL X FDS | $36.43万 | 0.01% | 5,143 | -664 | -11.4% | -$4.70万 | 减仓 |
| HYDB | ISHARES TR | $36.43万 | 0.01% | 7,832 | 7,832 | — | $36.43万 | 新建仓 |
| SHY | ISHARES TR | $36.77万 | 0.01% | 4,453 | 85 | 1.9% | $7,019 | 加仓 |
| PDD | PDD HOLDINGS INC | $36.84万 | 0.01% | 3,606 | 149 | 4.3% | $1.52万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $36.88万 | 0.01% | 1,505 | 1,505 | — | $36.88万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $37.19万 | 0.01% | 4,039 | -284 | -6.6% | -$2.61万 | 减仓 |
| ORI | OLD REP INTL CORP | $37.25万 | 0.01% | 9,335 | -1,376 | -12.8% | -$5.49万 | 减仓 |
| SIL | GLOBAL X FDS | $37.30万 | 0.01% | 4,141 | 42 | 1.0% | $3,784 | 加仓 |
| RL | RALPH LAUREN CORP | $37.31万 | 0.01% | 1,084 | -103 | -8.7% | -$3.54万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $37.46万 | 0.01% | 6,407 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $37.64万 | 0.01% | 3,686 | 241 | 7.0% | $2.46万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $37.75万 | 0.01% | 2,000 | 427 | 27.1% | $8.06万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.78万 | 0.01% | 1,344 | 52 | 4.0% | $1.46万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $37.86万 | 0.01% | 1,144 | 8 | 0.7% | $2,647 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $37.95万 | 0.01% | 6,189 | 285 | 4.8% | $1.75万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $38.17万 | 0.01% | 3,502 | -266 | -7.1% | -$2.90万 | 减仓 |
| BURL | BURLINGTON STORES INC | $38.39万 | 0.01% | 1,180 | 350 | 42.2% | $11.39万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $38.57万 | 0.01% | 7,917 | 2,313 | 41.3% | $11.27万 | 重新持有 |
| MFG | MIZUHO FINANCIAL GROUP INC | $38.78万 | 0.01% | 48,841 | 4,325 | 9.7% | $3.43万 | 加仓 |
| XYZ | BLOCK INC | $38.91万 | 0.01% | 6,466 | -1,505 | -18.9% | -$9.06万 | 减仓 |
| MFC | MANULIFE FINL CORP | $38.93万 | 0.01% | 11,304 | 380 | 3.5% | $1.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.01万 | 0.01% | 11,614 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $39.18万 | 0.01% | 5,648 | 112 | 2.0% | $7,769 | 加仓 |
| ALLE | ALLEGION PLC | $39.22万 | 0.01% | 2,699 | 6 | 0.2% | $872 | 加仓 |
| SNA | SNAP ON INC | $39.66万 | 0.01% | 1,092 | -81 | -6.9% | -$2.94万 | 减仓 |
| APA | APA CORPORATION | $39.70万 | 0.01% | 9,354 | 9,354 | — | $39.70万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $39.73万 | 0.01% | 2,027 | -161 | -7.4% | -$3.16万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $39.81万 | 0.01% | 6,162 | 519 | 9.2% | $3.35万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $40.12万 | 0.01% | 5,332 | -1,900 | -26.3% | -$14.30万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $40.19万 | 0.01% | 6,551 | -1,493 | -18.6% | -$9.16万 | 减仓 |
| MSCI | MSCI INC | $41.01万 | 0.01% | 761 | 120 | 18.7% | $6.47万 | 加仓 |
| NWG | NATWEST GROUP PLC | $41.04万 | 0.01% | 27,544 | -971 | -3.4% | -$1.45万 | 减仓 |
| PPL | PPL CORP | $41.19万 | 0.01% | 10,783 | -186 | -1.7% | -$7,105 | 减仓 |