13F 机构持仓

SAGESPRING WEALTH PARTNERS, LLC

FRANKLIN TN · SEC CIK 0002056425

2026Q22026Q1 更早 9 个季度 🔒
$65.09亿2026Q2 申报市值
846持仓数
42.6%前十大占比 · 第一大 6.8%
73 / 34新建仓 / 清仓
申报市值走势$65.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DYNF 6.8%
JAVA 6.3%
FBCG 5.3%
VOO 4.9%
BAI 4.3%
IVV 4.2%
PWRD 3.3%
ABFL 2.6%
BINC 2.5%
EFV 2.4%

2026Q2 买入最多 按季末市值估算

IWB 加仓+$1.26亿
JAVA 加仓+$3,353.23万
EFV 加仓+$3,324.71万
BRTR 加仓+$2,026.90万
SPY 加仓+$1,824.06万

2026Q2 卖出最多 按季末市值估算

BNDX 重新持有-$13.85亿
BAI 减仓-$1.14亿
PWRD 减仓-$4,526.05万
IYG 减仓-$1,414.28万
EXXON MOBIL CORP 清仓-$1,155.41万

2026Q2 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
WWD WOODWARD INC $30.96万0.00%728 91.3% $3,828 加仓
BPOP POPULAR INC $31.00万0.00%1,888 29118.2% $4.78万 加仓
SHY ISHARES TR $31.05万0.00%3,781 -672-15.1% -$5.52万 减仓
NBSD NEUBERGER BERMAN ETF TRUST $31.23万0.00%6,183 -5,174-45.6% -$26.13万 减仓
MTZ MASTEC INC $31.56万0.00%758 -4-0.5% -$1,665 减仓
LNG CHENIERE ENERGY INC $31.57万0.00%1,321 -139-9.5% -$3.32万 减仓
IDMO INVESCO EXCH TRADED FD TR II $31.62万0.00%5,245 5,245— $31.62万 新建仓
DVY ISHARES TR $31.87万0.00%2,039 904.6% $1.41万 加仓
BURL BURLINGTON STORES INC $31.90万0.00%1,007 -173-14.7% -$5.48万 减仓
VRSN VERISIGN INC $31.92万0.00%1,269 705.8% $1.76万 加仓
KDP KEURIG DR PEPPER INC $32.01万0.00%9,781 1,28215.1% $4.20万 加仓
KMB KIMBERLY-CLARK CORP $32.09万0.00%2,924 -247-7.8% -$2.71万 减仓
IXC ISHARES TR $32.11万0.00%6,536 6,536— $32.11万 新建仓
VTR VENTAS INC $32.13万0.00%3,619 912.6% $8,080 加仓
SCHF SCHWAB STRATEGIC TR $32.18万0.00%11,616 -1,459-11.2% -$4.04万 减仓
LQD ISHARES TR $32.21万0.00%2,953 -194-6.2% -$2.12万 减仓
FBK FB FINL CORP $32.24万0.00%5,825 00.0% — 不变
CCK CROWN HLDGS INC $32.27万0.00%2,886 1264.6% $1.41万 加仓
CLOA BLACKROCK ETF TRUST II $32.30万0.00%6,223 1,24725.1% $6.47万 加仓
XLC SELECT SECTOR SPDR TR $32.32万0.00%3,017 -197-6.1% -$2.11万 减仓
SYLD CAMBRIA ETF TR $32.40万0.00%4,096 110.3% $870 加仓
IWX ISHARES TR $32.45万0.00%3,086 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $32.48万0.00%13,454 -10,290-43.3% -$24.84万 减仓
NVT NVENT ELEC PLC $32.65万0.01%1,925 1,925— $32.65万 新建仓
OHI OMEGA HEALTHCARE INVS INC $32.67万0.01%6,852 1,24322.2% $5.93万 加仓
USIG ISHARES TR $32.77万0.01%6,389 -720-10.1% -$3.69万 减仓
ALGT ALLEGIANT TRAVEL CO $32.87万0.01%2,795 672.5% $7,879 加仓
DLTR DOLLAR TREE INC $32.95万0.01%2,724 69434.2% $8.39万 加仓
ORI OLD REP INTL CORP $33.09万0.01%8,086 -1,249-13.4% -$5.11万 减仓
FOXA FOX CORP $33.19万0.01%6,364 -1,025-13.9% -$5.35万 减仓
— AIM ETF PRODUCTS TRUST $33.23万0.01%9,332 00.0% — 不变
GAM GENERAL AMERN INVS CO INC $33.30万0.01%5,223 -1,184-18.5% -$7.55万 减仓
BE BLOOM ENERGY CORP $33.52万0.01%1,108 1,108— $33.52万 新建仓
PPL PPL CORP $33.55万0.01%9,229 -1,554-14.4% -$5.65万 减仓
ESGD ISHARES TR $33.65万0.01%3,273 -1,204-26.9% -$12.38万 减仓
FVD FIRST TR VALUE LINE DIVID IN $33.80万0.01%7,015 -30-0.4% -$1,445 减仓
GMAR FIRST TR EXCHNG TRADED FD VI $33.85万0.01%7,651 -34-0.4% -$1,504 减仓
BRX BRIXMOR PPTY GROUP INC $33.90万0.01%10,750 1,19612.5% $3.77万 加仓
IWS ISHARES TR $34.03万0.01%2,067 29616.7% $4.87万 加仓
APA APA CORPORATION $34.15万0.01%10,486 1,13212.1% $3.69万 加仓
WCC WESCO INTL INC $34.18万0.01%990 616.6% $2.11万 加仓
CLH CLEAN HARBORS INC $34.27万0.01%1,147 10910.5% $3.26万 加仓
MAS MASCO CORP $34.31万0.01%4,216 50013.5% $4.07万 加仓
FE FIRSTENERGY CORP $34.31万0.01%7,217 1662.4% $7,892 加仓
AOM ISHARES TR $34.32万0.01%6,879 821.2% $4,091 加仓
TLTD FLEXSHARES TR $34.45万0.01%3,513 300.9% $2,942 加仓
HDB HDFC BANK LTD $34.58万0.01%13,387 -5,003-27.2% -$12.92万 重新持有
VALE VALE S A $34.66万0.01%23,048 5,03127.9% $7.57万 加仓
WAT WATERS CORP $34.77万0.01%927 101.1% $3,750 加仓
GL GLOBE LIFE INC $35.02万0.01%1,960 1196.5% $2.13万 加仓
SPEM SPDR INDEX SHS FDS $35.16万0.01%6,791 6,791— $35.16万 新建仓
TRP TC ENERGY CORP $35.34万0.01%5,331 -22-0.4% -$1,458 减仓
TDY TELEDYNE TECHNOLOGIES INC $35.58万0.01%533 -46-7.9% -$3.07万 减仓
BIDD BLACKROCK ETF TRUST $35.63万0.01%11,867 800.7% $2,402 加仓
CRUS CIRRUS LOGIC INC $35.66万0.01%2,401 26312.3% $3.91万 加仓
AEE AMEREN CORP $35.67万0.01%3,156 55421.3% $6.26万 加仓
ROKU ROKU INC $35.94万0.01%2,602 913.6% $1.26万 加仓
BN BROOKFIELD CORP $36.22万0.01%8,503 -198-2.3% -$8,433 减仓
COMP COMPASS INC $36.25万0.01%29,403 29,403— $36.25万 新建仓
FFIV F5 INC $36.29万0.01%872 617.5% $2.54万 加仓
PJAN INNOVATOR ETFS TRUST $36.36万0.01%7,347 -41-0.6% -$2,029 减仓
— FIRST TR EXCHNG TRADED FD VI $36.44万0.01%8,913 00.0% — 不变
ALAB ASTERA LABS INC $36.47万0.01%755 755— $36.47万 新建仓
RMD RESMED INC $36.60万0.01%1,878 -325-14.8% -$6.33万 减仓
NRG NRG ENERGY INC $36.61万0.01%2,506 2089.1% $3.04万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $36.79万0.01%16,505 1,81912.4% $4.05万 加仓
GNMA ISHARES TR $36.92万0.01%8,347 85411.4% $3.78万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $36.96万0.01%19,830 -327-1.6% -$6,095 减仓
PMAY INNOVATOR ETFS TRUST $36.98万0.01%8,954 8,954— $36.98万 新建仓
AIQ GLOBAL X FDS $37.00万0.01%5,640 5,640— $37.00万 新建仓
CVNA CARVANA CO $37.04万0.01%5,628 3787.2% $2.49万 加仓
SFBS SERVISFIRST BANCSHARES INC $37.12万0.01%4,279 1724.2% $1.49万 加仓
TROW PRICE T ROWE GROUP INC $37.20万0.01%3,272 80932.8% $9.20万 重新持有
TM TOYOTA MOTOR CORP $37.22万0.01%2,210 -1,425-39.2% -$24.00万 减仓
RSG REPUBLIC SVCS INC $37.24万0.01%1,748 -152-8.0% -$3.24万 减仓
MOAT VANECK ETF TRUST $37.30万0.01%3,588 -2,432-40.4% -$25.28万 减仓
AIG AMERICAN INTL GROUP INC $37.38万0.01%5,016 -316-5.9% -$2.36万 减仓
BJAN INNOVATOR ETFS TRUST $37.47万0.01%6,365 00.0% — 不变
OUNZ VANECK MERK GOLD ETF $37.56万0.01%9,732 -27-0.3% -$1,042 减仓
HEFA ISHARES TR $37.68万0.01%8,031 1,47422.5% $6.92万 加仓
EVR EVERCORE INC $37.71万0.01%1,105 15316.1% $5.22万 加仓
SU SUNCOR ENERGY INC NEW $37.90万0.01%7,060 70111.0% $3.76万 加仓
R RYDER SYS INC $37.99万0.01%1,440 19815.9% $5.22万 加仓
AYI ACUITY INC $38.46万0.01%1,021 181.8% $6,780 加仓
XLY SELECT SECTOR SPDR TR $38.81万0.01%3,309 -193-5.5% -$2.26万 减仓
GRMN GARMIN LTD $38.85万0.01%1,635 -270-14.2% -$6.42万 减仓
CHRW C H ROBINSON WORLDWIDE IN $38.86万0.01%2,063 29116.4% $5.48万 加仓
VICI VICI PPTYS INC $38.89万0.01%14,646 3,31329.2% $8.80万 加仓
BMO BANK MONTREAL MEDIUM $38.89万0.01%2,201 -224-9.2% -$3.96万 减仓
DB DEUTSCHE BK AG $38.93万0.01%11,530 220.2% $743 加仓
ES EVERSOURCE ENERGY $39.01万0.01%5,398 55011.3% $3.97万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $39.25万0.01%8,329 8,329— $39.25万 新建仓
STLD STEEL DYNAMICS INC $39.32万0.01%1,714 25317.3% $5.80万 加仓
SOXX ISHARES TR $39.49万0.01%616 -133-17.8% -$8.53万 减仓
LNT ALLIANT ENERGY CORP $39.64万0.01%5,196 1933.9% $1.47万 加仓
LYG LLOYDS BANKING GROUP PLC $39.87万0.01%68,395 3,6235.6% $2.11万 加仓
SMH VANECK ETF TRUST $40.01万0.01%610 610— $40.01万 新建仓
SIL GLOBAL X FDS $40.54万0.01%5,233 1,09226.4% $8.46万 加仓
COHR COHERENT CORP $40.59万0.01%1,029 1,029— $40.59万 新建仓
VST VISTRA CORP $40.97万0.01%2,583 29913.1% $4.74万 加仓