13F 机构持仓

SAGESPRING WEALTH PARTNERS, LLC

FRANKLIN TN · SEC CIK 0002056425

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.6%
JAVA 6.2%
FBCG 5.2%
VOO 5.1%
BAI 4.5%
IVV 4.1%
PWRD 3.8%
BINC 2.7%
ABFL 2.5%
EFV 2.2%

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
LNG CHENIERE ENERGY INC $41.44万0.01%1,460 38936.3% $11.04万 加仓
NKE NIKE INC $41.44万0.01%7,846 -3,386-30.1% -$17.89万 减仓
RSG REPUBLIC SVCS INC $41.61万0.01%1,900 22513.4% $4.93万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $41.91万0.01%6,249 3836.5% $2.57万 加仓
SU SUNCOR ENERGY INC NEW $42.04万0.01%6,359 -225-3.4% -$1.49万 减仓
PMAR INNOVATOR ETFS TRUST $42.13万0.01%9,442 00.0% — 不变
SPGP INVESCO EXCHANGE TRADED FD T $42.38万0.01%3,938 -342-8.0% -$3.68万 减仓
IGIB ISHARES TR $42.56万0.01%7,997 -162-2.0% -$8,621 减仓
HBAN HUNTINGTON BANCSHARES INC $42.66万0.01%27,257 2,0408.1% $3.19万 加仓
ESGD ISHARES TR $42.81万0.01%4,477 -295-6.2% -$2.82万 减仓
— ELECTRONIC ARTS INC $43.05万0.01%2,112 1296.5% $2.63万 加仓
FOXA FOX CORP $43.15万0.01%7,389 5447.9% $3.18万 加仓
TDG TRANSDIGM GROUP INC $43.31万0.01%374 -87-18.9% -$10.08万 减仓
DMXF ISHARES TR $43.51万0.01%5,767 5,767— $43.51万 新建仓
CGMS CAPITAL GRP FIXED INCM ETF T $43.59万0.01%16,006 3,22425.2% $8.78万 加仓
SUSC ISHARES TR $43.68万0.01%18,880 5913.2% $1.37万 加仓
OUNZ VANECK MERK GOLD ETF $43.97万0.01%9,759 -24-0.2% -$1,081 减仓
GRMN GARMIN LTD $44.20万0.01%1,905 54239.8% $12.58万 加仓
DFUS DIMENSIONAL ETF TRUST $44.23万0.01%6,238 1853.1% $1.31万 加仓
VONG VANGUARD SCOTTSDALE FDS $44.25万0.01%4,034 1,97896.2% $21.70万 加仓
IBIT ISHARES BITCOIN TRUST ETF $44.48万0.01%11,578 1,77718.1% $6.83万 加仓
PNOV INNOVATOR ETFS TRUST $44.49万0.01%10,887 00.0% — 不变
CW CURTISS WRIGHT CORP $44.49万0.01%653 6811.6% $4.63万 加仓
BALL BALL CORP $44.73万0.01%7,567 -1,581-17.3% -$9.34万 减仓
— ISHARES TR $44.80万0.01%16,859 16,859— $44.80万 新建仓
NTRS NORTHERN TR CORP $44.85万0.01%3,213 2729.2% $3.80万 加仓
INSM INSMED INC $45.21万0.01%2,765 -398-12.6% -$6.51万 减仓
WRB BERKLEY W R CORP $45.31万0.01%6,836 -406-5.6% -$2.69万 减仓
JBL JABIL INC $45.39万0.01%1,709 35826.5% $9.51万 加仓
EAGG ISHARES TR $45.48万0.01%9,565 1,14913.7% $5.46万 加仓
PYPL PAYPAL HLDGS INC $45.62万0.01%10,086 1,45416.8% $6.58万 加仓
ROK ROCKWELL AUTOMATION INC $45.64万0.01%1,272 231.8% $8,252 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $45.69万0.01%5,070 76317.7% $6.88万 加仓
XLF SELECT SECTOR SPDR TR $45.82万0.01%9,281 -5,393-36.8% -$26.62万 减仓
NVO NOVO-NORDISK A S $45.84万0.01%12,473 -2,693-17.8% -$9.90万 减仓
DDOG DATADOG INC $45.88万0.01%3,886 1965.3% $2.31万 加仓
VXF VANGUARD INDEX FDS $45.94万0.01%2,232 80.4% $1,647 加仓
MTB M & T BK CORP $46.16万0.01%2,233 41723.0% $8.62万 加仓
PSA PUBLIC STORAGE OPER CO $46.32万0.01%1,710 41632.1% $11.27万 加仓
PAPR INNOVATOR ETFS TRUST $46.58万0.01%11,702 -60-0.5% -$2,388 减仓
SYF SYNCHRONY FINANCIAL $46.66万0.01%6,859 -264-3.7% -$1.80万 减仓
DASH DOORDASH INC $46.76万0.01%3,114 -389-11.1% -$5.84万 减仓
CAH CARDINAL HEALTH INC $46.79万0.01%2,214 45926.2% $9.70万 加仓
SHV ISHARES TR $47.10万0.01%4,266 -3,494-45.0% -$38.57万 减仓
DTE DTE ENERGY CO $47.11万0.01%3,222 371.2% $5,410 加仓
NDAQ NASDAQ INC $47.46万0.01%5,590 1,02822.5% $8.73万 加仓
SNOW SNOWFLAKE INC $47.58万0.01%3,155 -182-5.5% -$2.74万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $47.73万0.01%3,759 00.0% — 不变
CWB SPDR SERIES TRUST $48.31万0.01%5,279 -86-1.6% -$7,871 减仓
PHM PULTE GROUP INC $48.40万0.01%4,116 501.2% $5,880 加仓
PSEP INNOVATOR ETFS TRUST $48.55万0.01%11,274 -4,649-29.2% -$20.02万 减仓
DVN DEVON ENERGY CORP NEW $48.75万0.01%9,688 3,79664.4% $19.10万 加仓
VWO VANGUARD INTL EQUITY INDEX F $48.77万0.01%9,024 3,86775.0% $20.90万 加仓
FIX COMFORT SYS USA INC $49.18万0.01%357 113.2% $1.52万 加仓
ET ENERGY TRANSFER L P $49.34万0.01%25,564 6422.6% $1.24万 加仓
RMD RESMED INC $49.45万0.01%2,203 -66-2.9% -$1.48万 减仓
USFD US FOODS HLDG CORP $49.97万0.01%5,419 56211.6% $5.18万 加仓
SYY SYSCO CORP $50.01万0.01%7,011 330.5% $2,354 加仓
VBIL VANGUARD INSTL INDEX FD $50.07万0.01%6,619 6,619— $50.07万 新建仓
VBR VANGUARD INDEX FDS $50.25万0.01%2,313 42922.8% $9.32万 加仓
CFG CITIZENS FINL GROUP INC $50.64万0.01%8,444 1,06814.5% $6.40万 加仓
CCI CROWN CASTLE INC $50.82万0.01%6,250 611.0% $4,960 加仓
EVUS ISHARES TR $50.94万0.01%16,003 -1,719-9.7% -$5.47万 减仓
SAP SAP SE $51.14万0.01%2,987 -80-2.6% -$1.37万 减仓
FITB FIFTH THIRD BANCORP $51.36万0.01%11,054 3,66949.7% $17.05万 加仓
IDXX IDEXX LABS INC $51.47万0.01%916 -93-9.2% -$5.23万 减仓
VLUE ISHARES TR $51.81万0.01%3,644 2,051128.8% $29.16万 加仓
VMC VULCAN MATLS CO $51.99万0.01%1,909 -63-3.2% -$1.72万 减仓
APO APOLLO GLOBAL MGMT INC $52.26万0.01%4,691 -307-6.1% -$3.42万 减仓
ING ING GROEP N.V. $52.28万0.01%20,068 2,05411.4% $5.35万 加仓
BCS BARCLAYS PLC $52.33万0.01%24,731 -853-3.3% -$1.80万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $52.48万0.01%19,985 3,42120.7% $8.98万 加仓
— BLACKROCK ETF TRUST II $52.48万0.01%16,380 16,380— $52.48万 新建仓
DXCM DEXCOM INC $53.10万0.01%8,455 -1,853-18.0% -$11.64万 减仓
AJG GALLAGHER ARTHUR J & CO $53.22万0.01%2,457 43221.3% $9.36万 加仓
TRGP TARGA RES CORP $53.32万0.01%2,126 28915.7% $7.25万 加仓
UMAR INNOVATOR ETFS TRUST $53.61万0.01%13,489 1,53512.8% $6.10万 加仓
IJK ISHARES TR $54.03万0.01%5,370 30.1% $302 加仓
CNQ CANADIAN NAT RES LTD MED TER $54.09万0.01%11,100 -473-4.1% -$2.30万 减仓
TSCO TRACTOR SUPPLY CO $54.18万0.01%11,961 -2,286-16.0% -$10.36万 减仓
MLM MARTIN MARIETTA MATLS INC $54.56万0.01%927 202.2% $1.18万 加仓
AU ANGLOGOLD ASHANTI PLC $54.56万0.01%5,604 59111.8% $5.75万 加仓
MET METLIFE INC $54.98万0.01%7,774 1071.4% $7,567 加仓
GSK GSK PLC $55.34万0.01%10,028 -1,002-9.1% -$5.53万 减仓
CTAS CINTAS CORP $55.51万0.01%3,282 200.6% $3,382 加仓
HAL HALLIBURTON CO $55.70万0.01%14,285 4,73549.6% $18.46万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $55.71万0.01%12,061 3,88547.5% $17.94万 加仓
SIVR ABRDN SILVER ETF TRUST $56.03万0.01%7,824 5968.2% $4.27万 加仓
CARR CARRIER GLOBAL CORPORATION $56.44万0.01%10,022 6016.4% $3.38万 加仓
UL UNILEVER PLC $56.61万0.01%9,937 -743-7.0% -$4.23万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $56.97万0.01%2,915 1,22072.0% $23.84万 加仓
IGSB ISHARES TR $56.99万0.01%10,844 2,18325.2% $11.47万 加仓
NBSD NEUBERGER BERMAN ETF TRUST $57.59万0.01%11,357 1281.1% $6,491 加仓
SCHO SCHWAB STRATEGIC TR $57.63万0.01%23,744 1530.6% $3,713 加仓
FERG FERGUSON ENTERPRISES INC $57.80万0.01%2,478 401.6% $9,331 加仓
DOV DOVER CORP $58.05万0.01%2,785 2078.0% $4.31万 加仓
MOAT VANECK ETF TRUST $58.21万0.01%6,020 2,42367.4% $23.43万 加仓
URTH ISHARES INC $58.34万0.01%3,241 -187-5.5% -$3.37万 减仓
SMFG SUMITOMO MITSUI FIN GRP INC $58.63万0.01%29,685 1,2274.3% $2.42万 加仓
UBS UBS GROUP AG $58.76万0.01%15,040 -853-5.4% -$3.33万 减仓