SAGESPRING WEALTH PARTNERS, LLC
FRANKLIN TN · SEC CIK 0002056425
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EXC | EXELON CORP | $59.89万 | 0.01% | 12,847 | 231 | 1.8% | $1.08万 | 加仓 |
| XEL | XCEL ENERGY INC | $59.93万 | 0.01% | 7,464 | -495 | -6.2% | -$3.97万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $60.37万 | 0.01% | 5,601 | 531 | 10.5% | $5.72万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $60.41万 | 0.01% | 7,921 | -213 | -2.6% | -$1.62万 | 减仓 |
| VMC | VULCAN MATLS CO | $60.44万 | 0.01% | 2,049 | 140 | 7.3% | $4.13万 | 加仓 |
| DOV | DOVER CORP | $60.45万 | 0.01% | 2,695 | -90 | -3.2% | -$2.02万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $60.50万 | 0.01% | 12,457 | -24 | -0.2% | -$1,166 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $60.79万 | 0.01% | 23,220 | 3,235 | 16.2% | $8.47万 | 加仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $61.30万 | 0.01% | 38,846 | 218 | 0.6% | $3,440 | 加仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $61.61万 | 0.01% | 3,005 | -1,362 | -31.2% | -$27.92万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $61.70万 | 0.01% | 1,345 | -24 | -1.8% | -$1.10万 | 减仓 |
| AZO | AUTOZONE INC | $62.64万 | 0.01% | 196 | -5 | -2.5% | -$1.60万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $62.65万 | 0.01% | 7,129 | 7,129 | — | $62.65万 | 新建仓 |
| IJK | ISHARES TR | $63.11万 | 0.01% | 5,371 | 1 | 0.0% | $118 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $63.18万 | 0.01% | 29,928 | -3,753 | -11.1% | -$7.92万 | 减仓 |
| CRH | CRH PLC | $63.24万 | 0.01% | 5,910 | 242 | 4.3% | $2.59万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $63.74万 | 0.01% | 5,388 | 697 | 14.9% | $8.25万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $63.84万 | 0.01% | 4,817 | 308 | 6.8% | $4.08万 | 加仓 |
| CBRE | CBRE GROUP INC | $63.86万 | 0.01% | 4,741 | 16 | 0.3% | $2,155 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $64.88万 | 0.01% | 3,613 | 224 | 6.6% | $4.02万 | 加仓 |
| SRE | SEMPRA | $64.97万 | 0.01% | 7,008 | -191 | -2.7% | -$1.77万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $65.65万 | 0.01% | 8,633 | 1,774 | 25.9% | $13.49万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $65.76万 | 0.01% | 15,212 | 15,212 | — | $65.76万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $65.86万 | 0.01% | 2,869 | 412 | 16.8% | $9.46万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $66.24万 | 0.01% | 11,750 | 696 | 6.3% | $3.92万 | 加仓 |
| ING | ING GROEP N.V. | $66.41万 | 0.01% | 21,165 | 1,097 | 5.5% | $3.44万 | 加仓 |
| SNOW | SNOWFLAKE INC | $66.43万 | 0.01% | 2,610 | -545 | -17.3% | -$13.87万 | 减仓 |
| URTH | ISHARES INC | $66.58万 | 0.01% | 3,286 | 45 | 1.4% | $9,118 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $66.62万 | 0.01% | 4,199 | -346 | -7.6% | -$5.49万 | 减仓 |
| ET | ENERGY TRANSFER L P | $67.19万 | 0.01% | 35,143 | 9,579 | 37.5% | $18.32万 | 加仓 |
| BCS | BARCLAYS PLC | $67.33万 | 0.01% | 25,065 | 334 | 1.4% | $8,971 | 加仓 |
| ESGE | ISHARES INC | $67.45万 | 0.01% | 12,334 | -2,836 | -18.7% | -$15.51万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $67.51万 | 0.01% | 3,349 | 74 | 2.3% | $1.49万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $67.70万 | 0.01% | 19,912 | -779 | -3.8% | -$2.65万 | 减仓 |
| STE | STERIS PLC | $67.87万 | 0.01% | 3,223 | -963 | -23.0% | -$20.28万 | 减仓 |
| DASH | DOORDASH INC | $68.43万 | 0.01% | 3,708 | 594 | 19.1% | $10.96万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $68.62万 | 0.01% | 3,104 | 3,104 | — | $68.62万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $68.71万 | 0.01% | 11,585 | 6,499 | 127.8% | $38.54万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $69.94万 | 0.01% | 5,472 | 1,438 | 35.6% | $18.38万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $69.99万 | 0.01% | 1,414 | 142 | 11.2% | $7.03万 | 加仓 |
| HON | HONEYWELL INTL INC | $70.13万 | 0.01% | 3,132 | -3,599 | -53.5% | -$80.58万 | 减仓 |
| MELI | MERCADOLIBRE INC | $70.41万 | 0.01% | 415 | 21 | 5.3% | $3.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.48万 | 0.01% | 11,809 | 2,785 | 30.9% | $16.62万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $70.50万 | 0.01% | 5,666 | -649 | -10.3% | -$8.08万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $71.24万 | 0.01% | 6,601 | 553 | 9.1% | $5.97万 | 加仓 |
| EOG | EOG RES INC | $71.55万 | 0.01% | 5,515 | 339 | 6.5% | $4.40万 | 加仓 |
| JBL | JABIL INC | $72.06万 | 0.01% | 1,869 | 160 | 9.4% | $6.17万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $72.12万 | 0.01% | 3,329 | 414 | 14.2% | $8.97万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $72.50万 | 0.01% | 30,744 | 1,059 | 3.6% | $2.50万 | 加仓 |
| FIX | COMFORT SYS USA INC | $72.68万 | 0.01% | 367 | 10 | 2.8% | $1.98万 | 加仓 |
| KKR | KKR & CO INC | $72.83万 | 0.01% | 7,936 | 301 | 3.9% | $2.76万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $73.64万 | 0.01% | 7,672 | -2,099 | -21.5% | -$20.15万 | 减仓 |
| OKE | ONEOK INC NEW | $73.85万 | 0.01% | 8,495 | 1,196 | 16.4% | $10.40万 | 加仓 |
| AME | AMETEK INC | $74.10万 | 0.01% | 3,063 | -82 | -2.6% | -$1.98万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $74.13万 | 0.01% | 18,036 | -1,596 | -8.1% | -$6.56万 | 减仓 |
| XYZ | BLOCK INC | $74.38万 | 0.01% | 9,787 | 3,321 | 51.4% | $25.24万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $74.50万 | 0.01% | 2,912 | 145 | 5.2% | $3.71万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $74.69万 | 0.01% | 10,183 | 161 | 1.6% | $1.18万 | 加仓 |
| ECL | ECOLAB INC | $74.76万 | 0.01% | 2,683 | -348 | -11.5% | -$9.70万 | 减仓 |
| DHR | DANAHER CORPORATION | $74.86万 | 0.01% | 3,930 | -1,778 | -31.1% | -$33.87万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $74.89万 | 0.01% | 2,353 | 643 | 37.6% | $20.46万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $75.09万 | 0.01% | 21,689 | -381 | -1.7% | -$1.32万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.11万 | 0.01% | 12,221 | 409 | 3.5% | $2.51万 | 加仓 |
| FAST | FASTENAL CO | $75.70万 | 0.01% | 15,761 | -383 | -2.4% | -$1.84万 | 减仓 |
| NVO | NOVO-NORDISK A S | $75.94万 | 0.01% | 15,840 | 3,367 | 27.0% | $16.14万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $76.41万 | 0.01% | 4,585 | -1,601 | -25.9% | -$26.68万 | 减仓 |
| SYY | SYSCO CORP | $78.06万 | 0.01% | 9,339 | 2,328 | 33.2% | $19.46万 | 加仓 |
| CIEN | CIENA CORP | $78.14万 | 0.01% | 1,593 | 65 | 4.3% | $3.19万 | 加仓 |
| FLEX | FLEX LTD | $78.28万 | 0.01% | 4,830 | 326 | 7.2% | $5.28万 | 加仓 |
| RIO | RIO TINTO PLC | $78.77万 | 0.01% | 8,297 | 87 | 1.1% | $8,259 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $79.00万 | 0.01% | 572 | 6 | 1.1% | $8,287 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $79.03万 | 0.01% | 3,390 | 72 | 2.2% | $1.68万 | 加仓 |
| YUM | YUM BRANDS INC | $79.03万 | 0.01% | 4,944 | -455 | -8.4% | -$7.27万 | 减仓 |
| AN | AUTONATION INC | $79.18万 | 0.01% | 4,262 | 39 | 0.9% | $7,245 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $79.33万 | 0.01% | 5,759 | -526 | -8.4% | -$7.25万 | 减仓 |
| INTU | INTUIT | $79.36万 | 0.01% | 3,041 | -1,024 | -25.2% | -$26.72万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $79.71万 | 0.01% | 17,015 | -1,174 | -6.5% | -$5.50万 | 减仓 |
| CPRT | COPART INC | $79.73万 | 0.01% | 28,283 | -16 | -0.1% | -$451 | 减仓 |
| UBS | UBS GROUP AG | $80.01万 | 0.01% | 16,144 | 1,104 | 7.3% | $5.47万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $80.11万 | 0.01% | 15,083 | 388 | 2.6% | $2.06万 | 加仓 |
| GLD | SPDR GOLD TR | $80.15万 | 0.01% | 2,176 | 134 | 6.6% | $4.94万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $80.20万 | 0.01% | 6,868 | 455 | 7.1% | $5.31万 | 加仓 |
| MET | METLIFE INC | $80.29万 | 0.01% | 9,490 | 1,716 | 22.1% | $14.52万 | 加仓 |
| VLUE | ISHARES TR | $80.49万 | 0.01% | 4,028 | 384 | 10.5% | $7.67万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $80.51万 | 0.01% | 2,082 | 964 | 86.2% | $37.28万 | 加仓 |
| SHOP | SHOPIFY INC | $80.76万 | 0.01% | 7,073 | -1,535 | -17.8% | -$17.53万 | 减仓 |
| AON | AON PLC | $80.91万 | 0.01% | 2,439 | 297 | 13.9% | $9.85万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $81.84万 | 0.01% | 9,772 | -841 | -7.9% | -$7.04万 | 减仓 |
| IGRO | ISHARES TR | $81.85万 | 0.01% | 9,308 | 2,013 | 27.6% | $17.70万 | 加仓 |
| CI | THE CIGNA GROUP | $83.32万 | 0.01% | 3,022 | 318 | 11.8% | $8.77万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $83.62万 | 0.01% | 5,525 | -990 | -15.2% | -$14.98万 | 减仓 |
| TPR | TAPESTRY INC | $84.04万 | 0.01% | 5,741 | -160 | -2.7% | -$2.34万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $84.36万 | 0.01% | 8,362 | 162 | 2.0% | $1.63万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $84.46万 | 0.01% | 2,382 | 178 | 8.1% | $6.31万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $85.35万 | 0.01% | 34,058 | -410 | -1.2% | -$1.03万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $85.50万 | 0.01% | 18,391 | 79 | 0.4% | $3,673 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $85.60万 | 0.01% | 14,799 | 3,125 | 26.8% | $18.08万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $86.38万 | 0.01% | 2,820 | -11 | -0.4% | -$3,370 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $86.82万 | 0.01% | 7,848 | 316 | 4.2% | $3.50万 | 加仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $86.90万 | 0.01% | 10,720 | 361 | 3.5% | $2.93万 | 加仓 |