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
GWW GRAINGER W W INC $86.98万0.02%797 13420.2% $14.62万 加仓
RF REGIONS FINANCIAL CORP NEW $87.21万0.02%33,388 7,35828.3% $19.22万 加仓
MNST MONSTER BEVERAGE CORP NEW $87.65万0.02%12,097 -1,459-10.8% -$10.57万 减仓
GLD SPDR GOLD TR $87.88万0.02%2,042 1005.1% $4.30万 加仓
AMT AMERICAN TOWER CORP NEW $87.99万0.02%5,099 1,19530.6% $20.62万 加仓
CSX CSX CORP $89.32万0.02%21,760 1,3646.7% $5.60万 加仓
ABNB AIRBNB INC $89.33万0.02%7,074 3,638105.9% $45.94万 加仓
TGT TARGET CORP $89.49万0.02%7,384 1,70630.0% $20.68万 加仓
XLE SELECT SECTOR SPDR TR $90.02万0.02%14,695 5754.1% $3.52万 加仓
KR KROGER CO $90.92万0.02%12,565 7456.3% $5.39万 加仓
DJUL FIRST TR EXCHNG TRADED FD VI $91.40万0.02%19,554 -14-0.1% -$654 减仓
PAYX PAYCHEX INC $91.55万0.02%9,939 3,07244.7% $28.30万 加仓
IWO ISHARES TR $91.68万0.02%2,922 240.8% $7,530 加仓
EW EDWARDS LIFESCIENCES CORP $92.10万0.02%11,502 9308.8% $7.45万 加仓
PWR QUANTA SVCS INC $92.12万0.02%1,678 764.7% $4.17万 加仓
STE STERIS PLC $92.57万0.02%4,186 -681-14.0% -$15.06万 减仓
SIZE ISHARES TR $92.92万0.02%5,827 00.0% — 不变
IWB ISHARES TR $93.16万0.02%2,613 -228-8.0% -$8.13万 减仓
D DOMINION ENERGY INC $93.53万0.02%15,130 4403.0% $2.72万 加仓
BKR BAKER HUGHES COMPANY $93.64万0.02%15,338 -394-2.5% -$2.41万 减仓
CPRT COPART INC $93.95万0.02%28,299 -1,327-4.5% -$4.41万 减仓
SLB SCHLUMBERGER LTD $94.11万0.02%18,312 2,98119.4% $15.32万 加仓
KMI KINDER MORGAN INC DEL $94.55万0.02%28,198 1,6956.4% $5.68万 加仓
IFRA ISHARES TR $94.90万0.02%16,591 00.0% — 不变
SAN BANCO SANTANDER SA $95.28万0.02%84,465 8,17710.7% $9.22万 加仓
VTV VANGUARD INDEX FDS $95.87万0.02%4,886 3327.3% $6.51万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $96.79万0.02%2,471 41019.9% $16.06万 加仓
EQIX EQUINIX INC $97.02万0.02%990 40468.9% $39.59万 加仓
— WARNER BROS DISCOVERY INC $97.15万0.02%35,380 2,2566.8% $6.20万 加仓
— INNOVATOR ETFS TRUST $98.22万0.02%52,548 52,548— $98.22万 新建仓
DMAR FIRST TR EXCHNG TRADED FD VI $98.46万0.02%23,222 00.0% — 不变
MGK VANGUARD WORLD FD $98.46万0.02%2,680 28211.8% $10.36万 加仓
MMM 3M CO $98.69万0.02%6,795 -556-7.6% -$8.08万 减仓
JKHY HENRY JACK & ASSOC INC $99.33万0.02%6,285 -61-1.0% -$9,641 减仓
— INNOVATOR ETFS TRUST $99.52万0.02%52,567 52,567— $99.52万 新建仓
MBB ISHARES TR $100.79万0.02%10,615 4944.9% $4.69万 加仓
PCAR PACCAR INC $102.11万0.02%8,841 1,10314.3% $12.74万 加仓
SHOP SHOPIFY INC $102.11万0.02%8,608 -1,293-13.1% -$15.34万 减仓
TRV TRAVELERS COMPANIES INC $102.18万0.02%3,503 1313.9% $3.82万 加仓
BDX BECTON DICKINSON & CO $102.43万0.02%6,515 80814.2% $12.70万 加仓
CEG CONSTELLATION ENERGY CORP $102.68万0.02%3,677 1133.2% $3.16万 加仓
— INNOVATOR ETFS TRUST $103.68万0.02%52,099 52,099— $103.68万 新建仓
VBK VANGUARD INDEX FDS $104.01万0.02%3,441 -83-2.4% -$2.51万 减仓
IOO ISHARES TR $104.23万0.02%8,616 -472-5.2% -$5.71万 减仓
CTVA CORTEVA INC $104.53万0.02%12,487 2,03719.5% $17.05万 加仓
IQV IQVIA HLDGS INC $104.71万0.02%6,140 160.3% $2,729 加仓
CL COLGATE PALMOLIVE CO $105.06万0.02%12,327 1,90418.3% $16.23万 加仓
ADBE ADOBE SYSTEMS INCORPORATED $106.16万0.02%4,367 92026.7% $22.37万 加仓
RSP INVESCO EXCHANGE TRADED FD T $106.80万0.02%5,565 -32-0.6% -$6,141 减仓
BDEC INNOVATOR ETFS TRUST $107.19万0.02%22,332 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $107.30万0.02%6,186 1,22024.6% $21.16万 加仓
DHR DANAHER CORPORATION $108.22万0.02%5,708 -1,848-24.5% -$35.04万 减仓
ADSK AUTODESK INC $108.34万0.02%4,526 270.6% $6,463 加仓
WDC WESTERN DIGITAL CORP $109.02万0.02%4,030 55415.9% $14.99万 加仓
PANW PALO ALTO NETWORKS INC $109.36万0.02%6,821 -687-9.2% -$11.01万 减仓
VXUS VANGUARD STAR FDS $109.67万0.02%14,222 10,254258.4% $79.07万 加仓
RY ROYAL BK CDA $109.86万0.02%6,791 4346.8% $7.02万 加仓
PGR PROGRESSIVE CORP $110.74万0.02%5,586 2364.4% $4.68万 加仓
DG DOLLAR GEN CORP $110.92万0.02%9,342 2492.7% $2.96万 加仓
TMUS T-MOBILE US INC $112.31万0.02%5,347 1723.3% $3.61万 加仓
CVS CVS HEALTH CORP $112.87万0.02%15,716 1981.3% $1.42万 加仓
DSI ISHARES TR $113.25万0.02%9,345 -755-7.5% -$9.15万 减仓
CDNS CADENCE DESIGN SYSTEM INC $113.68万0.02%4,091 -519-11.3% -$14.42万 减仓
MCK MCKESSON CORP $115.09万0.02%1,330 90.7% $7,788 加仓
BNY BANK NEW YORK MELLON CORP $115.24万0.02%9,715 8059.0% $9.55万 加仓
ROST ROSS STORES INC $115.86万0.02%5,348 69414.9% $15.04万 加仓
BHP BHP BILLITON LIMITED $116.04万0.02%15,953 1,1647.9% $8.47万 加仓
SPMO INVESCO EXCH TRADED FD TR II $116.06万0.02%10,352 2352.3% $2.63万 加仓
SFLR INNOVATOR ETFS TRUST $116.10万0.02%32,788 2,7039.0% $9.57万 加仓
TTE TOTALENERGIES SE $117.11万0.02%12,872 12,872— $117.11万 新建仓
PSX PHILLIPS 66 $117.18万0.02%6,432 1983.2% $3.61万 加仓
BND VANGUARD BD INDEX FDS $117.31万0.02%15,930 -17,468,798-99.9% -$12.86亿 减仓
DBEF DBX ETF TR $119.07万0.02%24,104 1,1034.8% $5.45万 加仓
BX BLACKSTONE INC $119.60万0.02%10,401 -1,739-14.3% -$20.00万 减仓
VLO VALERO ENERGY CORP $119.84万0.02%4,850 -425-8.1% -$10.50万 减仓
GM GENERAL MTRS CO $121.55万0.02%16,316 1,60710.9% $11.97万 加仓
BABA ALIBABA GROUP HLDG LTD $122.59万0.02%9,771 2062.2% $2.58万 加仓
FCX FREEPORT-MCMORAN INC $122.95万0.02%20,916 1,1635.9% $6.84万 加仓
ACN ACCENTURE PLC IRELAND $125.21万0.02%6,315 80614.6% $15.98万 加仓
SYK STRYKER CORPORATION $127.08万0.02%3,867 -464-10.7% -$15.25万 减仓
AOA ISHARES TR $127.13万0.02%14,366 -9-0.1% -$796 减仓
IYF ISHARES TR $127.54万0.02%10,840 -815,979-98.7% -$9,600.78万 减仓
TFC TRUIST FINL CORP $127.72万0.02%27,784 1,5836.0% $7.28万 加仓
ADP AUTOMATIC DATA PROCESSING INC $127.75万0.02%6,288 -358-5.4% -$7.27万 减仓
BTI BRITISH AMERN TOB PLC $128.43万0.02%21,965 8684.1% $5.08万 加仓
NOW SERVICENOW INC $128.95万0.02%12,334 2,80229.4% $29.29万 加仓
HWM HOWMET AEROSPACE INC $129.15万0.02%5,604 3787.2% $8.71万 加仓
CRWD CROWDSTRIKE HLDGS INC $129.73万0.02%3,323 2618.5% $10.19万 加仓
QCOM QUALCOMM INC $129.85万0.02%10,083 -2,226-18.1% -$28.67万 减仓
HLT HILTON WORLDWIDE HLDGS INC $130.01万0.02%4,276 44211.5% $13.44万 加仓
SHW SHERWIN WILLIAMS CO $130.93万0.02%4,085 -847-17.2% -$27.15万 减仓
LMT LOCKHEED MARTIN CORP $132.69万0.02%2,195 914.3% $5.50万 加仓
EMB ISHARES TR $133.82万0.02%14,246 -151,111-91.4% -$1,419.42万 减仓
EMR EMERSON ELEC CO $134.20万0.02%10,243 -201-1.9% -$2.63万 减仓
LHX L3HARRIS TECHNOLOGIES INC $135.39万0.02%3,923 2316.3% $7.97万 加仓
IGEB ISHARES TR $136.08万0.02%30,199 -2,756-8.4% -$12.42万 减仓
WELL WELLTOWER INC $136.24万0.02%6,891 -20-0.3% -$3,954 减仓
XLK SELECT SECTOR SPDR TR $137.95万0.03%10,380 -1,315-11.2% -$17.48万 减仓
BKNG BOOKING HOLDINGS INC $138.03万0.03%328 -8-2.4% -$3.37万 减仓
ORLY OREILLY AUTOMOTIVE INC $138.57万0.03%15,011 480.3% $4,431 加仓