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 |
|---|---|---|---|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | $59.08万 | 0.01% | 6,048 | -863 | -12.5% | -$8.43万 | 减仓 |
| CIEN | CIENA CORP | $59.32万 | 0.01% | 1,528 | 580 | 61.2% | $22.52万 | 加仓 |
| NGG | NATIONAL GRID PLC | $59.32万 | 0.01% | 7,012 | -118 | -1.7% | -$9,983 | 减仓 |
| SUB | ISHARES TR | $59.55万 | 0.01% | 5,591 | -13,819 | -71.2% | -$147.18万 | 减仓 |
| CRH | CRH PLC | $59.58万 | 0.01% | 5,668 | -324 | -5.4% | -$3.41万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $60.49万 | 0.01% | 38,628 | 6,053 | 18.6% | $9.48万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $60.50万 | 0.01% | 3,318 | -585 | -15.0% | -$10.67万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $60.83万 | 0.01% | 1,369 | 73 | 5.6% | $3.24万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $60.97万 | 0.01% | 4,509 | 502 | 12.5% | $6.79万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $61.07万 | 0.01% | 3,389 | 1,054 | 45.1% | $18.99万 | 加仓 |
| IGRO | ISHARES TR | $61.11万 | 0.01% | 7,295 | 7,295 | — | $61.11万 | 新建仓 |
| IXG | ISHARES TR | $61.12万 | 0.01% | 5,361 | 5,361 | — | $61.12万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $61.47万 | 0.01% | 845 | -107 | -11.2% | -$7.78万 | 减仓 |
| EXC | EXELON CORP | $61.84万 | 0.01% | 12,616 | -31 | -0.2% | -$1,520 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $61.90万 | 0.01% | 566 | 59 | 11.6% | $6.45万 | 加仓 |
| TER | TERADYNE INC | $62.08万 | 0.01% | 2,094 | 149 | 7.7% | $4.42万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $62.98万 | 0.01% | 33,681 | 438 | 1.3% | $8,191 | 加仓 |
| XEL | XCEL ENERGY INC | $63.23万 | 0.01% | 7,959 | -403 | -4.8% | -$3.20万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $63.88万 | 0.01% | 2,767 | 352 | 14.6% | $8.13万 | 加仓 |
| CBRE | CBRE GROUP INC | $64.00万 | 0.01% | 4,725 | -170 | -3.5% | -$2.30万 | 减仓 |
| IHI | ISHARES TR | $64.89万 | 0.01% | 12,163 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $65.09万 | 0.01% | 22,070 | -1,282 | -5.5% | -$3.78万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $65.58万 | 0.01% | 11,812 | 6,527 | 123.5% | $36.24万 | 加仓 |
| SONY | SONY GROUP CORP | $65.76万 | 0.01% | 31,766 | -12,662 | -28.5% | -$26.21万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $65.77万 | 0.01% | 8,134 | 70 | 0.9% | $5,660 | 加仓 |
| OKE | ONEOK INC NEW | $65.98万 | 0.01% | 7,299 | 707 | 10.7% | $6.39万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $66.23万 | 0.01% | 20,691 | -1,305 | -5.9% | -$4.18万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $66.64万 | 0.01% | 4,545 | -259 | -5.4% | -$3.80万 | 减仓 |
| STT | STATE STR CORP | $66.81万 | 0.01% | 5,279 | 1,329 | 33.6% | $16.82万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $67.29万 | 0.01% | 11,674 | 2,064 | 21.5% | $11.90万 | 加仓 |
| AME | AMETEK INC | $67.41万 | 0.01% | 3,145 | 432 | 15.9% | $9.26万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $67.71万 | 0.01% | 21,449 | 980 | 4.8% | $3.09万 | 加仓 |
| AZO | AUTOZONE INC | $67.89万 | 0.01% | 201 | -18 | -8.2% | -$6.08万 | 减仓 |
| MELI | MERCADOLIBRE INC | $68.19万 | 0.01% | 394 | -107 | -21.4% | -$18.52万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $68.45万 | 0.01% | 3,275 | -174 | -5.0% | -$3.64万 | 减仓 |
| NUE | NUCOR CORP | $68.47万 | 0.01% | 4,049 | 318 | 8.5% | $5.38万 | 加仓 |
| ESGE | ISHARES INC | $68.98万 | 0.01% | 15,170 | -1,508 | -9.0% | -$6.86万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $69.07万 | 0.01% | 3,504 | 37 | 1.1% | $7,294 | 加仓 |
| AON | AON PLC | $69.14万 | 0.01% | 2,142 | 358 | 20.1% | $11.56万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $69.80万 | 0.01% | 7,480 | 914 | 13.9% | $8.53万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $69.87万 | 0.01% | 19,632 | -2,256 | -10.3% | -$8.03万 | 减仓 |
| SRE | SEMPRA | $69.95万 | 0.01% | 7,199 | 198 | 2.8% | $1.92万 | 加仓 |
| URI | UNITED RENTALS INC | $69.96万 | 0.01% | 960 | -32 | -3.2% | -$2.33万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $69.97万 | 0.01% | 31,774 | 31,774 | — | $69.97万 | 新建仓 |
| KKR | KKR & CO INC | $70.63万 | 0.01% | 7,635 | 317 | 4.3% | $2.93万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $70.63万 | 0.01% | 8,200 | 8,200 | — | $70.63万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $70.73万 | 0.01% | 10,359 | -665 | -6.0% | -$4.54万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $71.22万 | 0.01% | 2,013 | 1,385 | 220.5% | $49.00万 | 加仓 |
| DHI | D R HORTON INC | $71.35万 | 0.01% | 5,199 | 493 | 10.5% | $6.77万 | 加仓 |
| CI | THE CIGNA GROUP | $72.13万 | 0.01% | 2,704 | -120 | -4.2% | -$3.20万 | 减仓 |
| COR | CENCORA INC | $72.30万 | 0.01% | 2,301 | -39 | -1.7% | -$1.23万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $72.85万 | 0.01% | 2,831 | -126 | -4.3% | -$3.24万 | 减仓 |
| BP | BP PLC | $73.50万 | 0.01% | 15,638 | 2,609 | 20.0% | $12.26万 | 加仓 |
| SNDK | SANDISK CORP | $73.76万 | 0.01% | 1,161 | 1,161 | — | $73.76万 | 新建仓 |
| APP | APPLOVIN CORP | $73.99万 | 0.01% | 1,859 | -187 | -9.1% | -$7.44万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $74.23万 | 0.01% | 2,962 | 169 | 6.1% | $4.24万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $74.24万 | 0.01% | 6,413 | 608 | 10.5% | $7.04万 | 加仓 |
| AFL | AFLAC INC | $74.35万 | 0.01% | 6,777 | -321 | -4.5% | -$3.52万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $74.66万 | 0.01% | 34,468 | 5,598 | 19.4% | $12.13万 | 加仓 |
| EOG | EOG RES INC | $74.83万 | 0.01% | 5,176 | 679 | 15.1% | $9.82万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $74.91万 | 0.01% | 3,635 | 270 | 8.0% | $5.56万 | 加仓 |
| FAST | FASTENAL CO | $74.91万 | 0.01% | 16,144 | 2,032 | 14.4% | $9.43万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $76.40万 | 0.01% | 26,228 | 2,592 | 11.0% | $7.55万 | 加仓 |
| RIO | RIO TINTO PLC | $76.59万 | 0.01% | 8,210 | 939 | 12.9% | $8.76万 | 加仓 |
| BBY | BEST BUY INC | $77.33万 | 0.01% | 12,046 | -317 | -2.6% | -$2.04万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $77.61万 | 0.01% | 11,199 | -793 | -6.6% | -$5.50万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $77.76万 | 0.01% | 4,738 | 727 | 18.1% | $11.93万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $78.06万 | 0.01% | 16,641 | 2,454 | 17.3% | $11.51万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $78.16万 | 0.01% | 1,012 | -58 | -5.4% | -$4.48万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $78.19万 | 0.01% | 8,341 | 4,771 | 133.6% | $44.72万 | 加仓 |
| NET | CLOUDFLARE INC | $78.22万 | 0.01% | 3,791 | 309 | 8.9% | $6.38万 | 加仓 |
| DAL | DELTA AIR LINES INC | $78.55万 | 0.01% | 11,816 | 611 | 5.5% | $4.06万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $79.22万 | 0.01% | 18,189 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.71万 | 0.01% | 10,613 | 947 | 9.8% | $7.11万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $79.98万 | 0.01% | 4,288 | 333 | 8.4% | $6.21万 | 加仓 |
| ECL | ECOLAB INC | $80.64万 | 0.01% | 3,031 | 169 | 5.9% | $4.50万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $80.89万 | 0.01% | 31,980 | 21,759 | 212.9% | $55.04万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $81.05万 | 0.01% | 21,329 | -302,291 | -93.4% | -$1,148.68万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $81.06万 | 0.01% | 12,918 | -606 | -4.5% | -$3.80万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $81.12万 | 0.01% | 12,481 | 2,084 | 20.0% | $13.55万 | 加仓 |
| SNPS | SYNOPSYS INC | $81.17万 | 0.01% | 2,047 | -2 | -0.1% | -$793 | 减仓 |
| EEMV | ISHARES INC | $82.27万 | 0.01% | 12,710 | -78 | -0.6% | -$5,049 | 减仓 |
| AN | AUTONATION INC | $82.45万 | 0.02% | 4,223 | -862 | -17.0% | -$16.83万 | 减仓 |
| ZTS | ZOETIS INC | $82.49万 | 0.02% | 6,979 | 3,939 | 129.6% | $46.56万 | 加仓 |
| F | FORD MTR CO DEL | $82.55万 | 0.02% | 71,531 | 8,677 | 13.8% | $10.01万 | 加仓 |
| FTNT | FORTINET INC | $82.85万 | 0.02% | 10,138 | -2,112 | -17.2% | -$17.26万 | 减仓 |
| TPR | TAPESTRY INC | $83.27万 | 0.02% | 5,901 | 753 | 14.6% | $10.63万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.38万 | 0.02% | 22,036 | -1,120 | -4.8% | -$4.24万 | 减仓 |
| WAB | WABTEC | $83.53万 | 0.02% | 3,342 | 236 | 7.6% | $5.90万 | 加仓 |
| CMF | ISHARES TR | $83.58万 | 0.02% | 14,699 | 1 | 0.0% | $57 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $83.62万 | 0.02% | 11,503 | 1,272 | 12.4% | $9.25万 | 加仓 |
| YUM | YUM BRANDS INC | $83.94万 | 0.02% | 5,399 | 262 | 5.1% | $4.07万 | 加仓 |
| USXF | ISHARES TR | $84.87万 | 0.02% | 15,376 | 325 | 2.2% | $1.79万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $85.07万 | 0.02% | 50,128 | 3,135 | 6.7% | $5.32万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $85.25万 | 0.02% | 7,532 | 718 | 10.5% | $8.13万 | 加仓 |
| MCO | MOODYS CORP | $85.51万 | 0.02% | 1,960 | 151 | 8.3% | $6.59万 | 加仓 |
| PPG | PPG INDS INC | $85.61万 | 0.02% | 8,010 | 552 | 7.4% | $5.90万 | 加仓 |
| EBAY | EBAY INC. | $85.66万 | 0.02% | 9,411 | 1,021 | 12.2% | $9.29万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.67万 | 0.02% | 8,649 | 1,814 | 26.5% | $17.97万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $85.75万 | 0.02% | 3,037 | 394 | 14.9% | $11.12万 | 加仓 |