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 |
|---|---|---|---|---|---|---|---|---|
| CGMM | CAPITAL GROUP EQUITY ETF TR | $138.67万 | 0.03% | 47,232 | 3,055 | 6.9% | $8.97万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $139.15万 | 0.03% | 45,355 | 1,437 | 3.3% | $4.41万 | 加仓 |
| SBUX | STARBUCKS CORP | $139.55万 | 0.03% | 15,576 | 1,760 | 12.7% | $15.77万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $140.07万 | 0.03% | 7,082 | 304 | 4.5% | $6.01万 | 加仓 |
| IEV | ISHARES TR | $140.85万 | 0.03% | 20,732 | 2,067 | 11.1% | $14.04万 | 加仓 |
| IXUS | ISHARES TR | $140.97万 | 0.03% | 16,271 | -587 | -3.5% | -$5.09万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $141.51万 | 0.03% | 57,059 | -13,501 | -19.1% | -$33.48万 | 减仓 |
| VV | VANGUARD INDEX FDS | $142.33万 | 0.03% | 4,763 | -182 | -3.7% | -$5.44万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $142.90万 | 0.03% | 11,638 | 1,325 | 12.8% | $16.27万 | 加仓 |
| ENB | ENBRIDGE INC | $144.68万 | 0.03% | 26,724 | 2,023 | 8.2% | $10.95万 | 加仓 |
| CCL | CARNIVAL CORP | $145.42万 | 0.03% | 56,190 | -1,886 | -3.2% | -$4.88万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $146.05万 | 0.03% | 4,466 | 343 | 8.3% | $11.22万 | 加仓 |
| SHEL | SHELL PLC | $151.83万 | 0.03% | 16,326 | 79 | 0.5% | $7,347 | 加仓 |
| — | HONEYWELL INTL INC | $152.13万 | 0.03% | 6,731 | 870 | 14.8% | $19.66万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $152.80万 | 0.03% | 5,870 | 622 | 11.9% | $16.19万 | 加仓 |
| PHYL | PGIM ETF TR | $153.03万 | 0.03% | 44,189 | 44,189 | — | $153.03万 | 新建仓 |
| NFLT | ETFIS SER TR I | $153.68万 | 0.03% | 67,550 | 67,550 | — | $153.68万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $153.73万 | 0.03% | 25,347 | 9,591 | 60.9% | $58.17万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $153.85万 | 0.03% | 8,433 | -508 | -5.7% | -$9.27万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $154.25万 | 0.03% | 7,835 | -701 | -8.2% | -$13.80万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $155.01万 | 0.03% | 9,856 | 510 | 5.5% | $8.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $155.74万 | 0.03% | 27,477 | 3,592 | 15.0% | $20.36万 | 加仓 |
| INTC | INTEL CORP | $156.17万 | 0.03% | 35,389 | 5,372 | 17.9% | $23.71万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $156.55万 | 0.03% | 15,913 | 1,218 | 8.3% | $11.98万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $159.12万 | 0.03% | 32,567 | 1,015 | 3.2% | $4.96万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $159.26万 | 0.03% | 52,215 | 3,236 | 6.6% | $9.87万 | 加仓 |
| ALL | ALLSTATE CORP | $159.47万 | 0.03% | 7,691 | -87 | -1.1% | -$1.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $159.50万 | 0.03% | 6,941 | 232 | 3.5% | $5.33万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $159.58万 | 0.03% | 12,174 | 412 | 3.5% | $5.40万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $159.98万 | 0.03% | 36,129 | -6 | -0.0% | -$266 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $161.12万 | 0.03% | 22,972 | -1,241 | -5.1% | -$8.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $161.76万 | 0.03% | 3,509 | -42 | -1.2% | -$1.94万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $162.29万 | 0.03% | 3,634 | 47 | 1.3% | $2.10万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $162.60万 | 0.03% | 4,738 | -202 | -4.1% | -$6.93万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $164.09万 | 0.03% | 38,611 | -469 | -1.2% | -$1.99万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $165.63万 | 0.03% | 7,959 | 192 | 2.5% | $4.00万 | 加仓 |
| ACWX | ISHARES TR | $166.64万 | 0.03% | 24,337 | 145 | 0.6% | $9,928 | 加仓 |
| NVS | NOVARTIS AG | $170.50万 | 0.03% | 11,162 | 710 | 6.8% | $10.85万 | 加仓 |
| ETR | ENTERGY CORP NEW | $170.58万 | 0.03% | 15,181 | 1,324 | 9.6% | $14.88万 | 加仓 |
| DIS | DISNEY WALT CO | $171.42万 | 0.03% | 17,786 | 694 | 4.1% | $6.69万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $172.98万 | 0.03% | 43,813 | 982 | 2.3% | $3.88万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $173.61万 | 0.03% | 18,473 | 1,209 | 7.0% | $11.36万 | 加仓 |
| IWR | ISHARES TR | $173.91万 | 0.03% | 17,886 | -2,384 | -11.8% | -$23.18万 | 减仓 |
| IMCG | ISHARES TR | $174.54万 | 0.03% | 22,158 | -293 | -1.3% | -$2.31万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $174.92万 | 0.03% | 24,318 | 519 | 2.2% | $3.73万 | 加仓 |
| INTU | INTUIT | $175.78万 | 0.03% | 4,065 | -98 | -2.4% | -$4.24万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $182.84万 | 0.03% | 54,636 | 21 | 0.0% | $703 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $185.33万 | 0.03% | 9,454 | -276 | -2.8% | -$5.41万 | 减仓 |
| NEM | NEWMONT CORP | $191.09万 | 0.03% | 17,653 | 1,060 | 6.4% | $11.47万 | 加仓 |
| PLD | PROLOGIS INC. | $191.15万 | 0.03% | 14,461 | 2,010 | 16.1% | $26.57万 | 加仓 |
| EUSA | ISHARES INC | $193.10万 | 0.04% | 18,974 | -247,309 | -92.9% | -$2,516.91万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $195.19万 | 0.04% | 23,662 | 562 | 2.4% | $4.64万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $195.97万 | 0.04% | 8,247 | 658 | 8.7% | $15.64万 | 加仓 |
| WMB | WILLIAMS COS INC | $196.76万 | 0.04% | 27,035 | -556 | -2.0% | -$4.05万 | 减仓 |
| — | PGIM ETF TR | $198.05万 | 0.04% | 38,855 | 38,855 | — | $198.05万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $198.70万 | 0.04% | 10,075 | 10,075 | — | $198.70万 | 新建仓 |
| USB | US BANCORP DEL | $200.59万 | 0.04% | 38,568 | 4,977 | 14.8% | $25.89万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $203.18万 | 0.04% | 6,995 | 752 | 12.0% | $21.84万 | 加仓 |
| VGT | VANGUARD WORLD FDS | $204.88万 | 0.04% | 2,936 | -452 | -13.3% | -$31.54万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $205.84万 | 0.04% | 57,337 | 5,910 | 11.5% | $21.22万 | 加仓 |
| COP | CONOCOPHILLIPS | $207.11万 | 0.04% | 15,690 | 3,955 | 33.7% | $52.21万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $210.10万 | 0.04% | 3,080 | 31 | 1.0% | $2.11万 | 加仓 |
| BLK | BLACKROCK INC | $211.96万 | 0.04% | 2,204 | -281 | -11.3% | -$27.02万 | 减仓 |
| EFA | ISHARES TR | $212.14万 | 0.04% | 21,841 | 926 | 4.4% | $8.99万 | 加仓 |
| VB | VANGUARD INDEX FDS | $213.52万 | 0.04% | 8,152 | 1,014 | 14.2% | $26.56万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $214.78万 | 0.04% | 31,753 | -9 | -0.0% | -$609 | 减仓 |
| CMCSA | COMCAST CORP NEW | $215.58万 | 0.04% | 75,090 | 23,505 | 45.6% | $67.48万 | 加仓 |
| GLW | CORNING INC | $215.91万 | 0.04% | 15,879 | -709 | -4.3% | -$9.64万 | 减仓 |
| COWZ | PACER FDS TR | $216.00万 | 0.04% | 34,527 | -5,937 | -14.7% | -$37.14万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $216.02万 | 0.04% | 4,395 | -507 | -10.3% | -$24.92万 | 减仓 |
| BA | BOEING CO | $218.28万 | 0.04% | 10,967 | -216 | -1.9% | -$4.30万 | 减仓 |
| PFE | PFIZER INC | $219.17万 | 0.04% | 78,052 | 13,443 | 20.8% | $37.75万 | 加仓 |
| SPGI | S&P GLOBAL INC | $219.63万 | 0.04% | 5,164 | -651 | -11.2% | -$27.69万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $223.63万 | 0.04% | 15,100 | -118 | -0.8% | -$1.75万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $230.30万 | 0.04% | 8,369 | 567 | 7.3% | $15.60万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $231.45万 | 0.04% | 2,585 | 214 | 9.0% | $19.16万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $236.79万 | 0.04% | 88,850 | 88,850 | — | $236.79万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $237.15万 | 0.04% | 58,598 | 58,598 | — | $237.15万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $255.67万 | 0.05% | 13,169 | 2,339 | 21.6% | $45.41万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $255.90万 | 0.05% | 9,457 | -1,807 | -16.0% | -$48.90万 | 减仓 |
| O | REALTY INCOME CORP | $256.17万 | 0.05% | 41,871 | 3,004 | 7.7% | $18.38万 | 加仓 |
| HDV | ISHARES TR | $260.14万 | 0.05% | 19,168 | -145 | -0.8% | -$1.97万 | 减仓 |
| ASML | ASML HOLDING N V | $260.30万 | 0.05% | 1,971 | 247 | 14.3% | $32.62万 | 加仓 |
| LOW | LOWES COS INC | $264.29万 | 0.05% | 11,186 | 1,351 | 13.7% | $31.92万 | 加仓 |
| ABT | ABBOTT LABS | $266.96万 | 0.05% | 26,002 | -6,567 | -20.2% | -$67.42万 | 减仓 |
| APH | AMPHENOL CORP NEW | $267.59万 | 0.05% | 21,179 | -151 | -0.7% | -$1.91万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $270.98万 | 0.05% | 9,442 | 4,809 | 103.8% | $138.02万 | 加仓 |
| HYG | ISHARES TR | $272.57万 | 0.05% | 34,260 | 30,417 | 791.5% | $241.99万 | 加仓 |
| PEP | PEPSICO INC | $279.95万 | 0.05% | 18,028 | 1,444 | 8.7% | $22.42万 | 加仓 |
| CMI | CUMMINS INC | $284.67万 | 0.05% | 5,291 | 110 | 2.1% | $5.92万 | 加仓 |
| DE | DEERE & CO | $284.85万 | 0.05% | 5,057 | 2 | 0.0% | $1,127 | 加仓 |
| VUG | VANGUARD INDEX FDS | $287.12万 | 0.05% | 6,573 | 226 | 3.6% | $9.87万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.05% | 4 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $289.21万 | 0.05% | 66,306 | -4,922 | -6.9% | -$21.47万 | 减仓 |
| KLAC | KLA CORP | $297.98万 | 0.05% | 2,024 | 247 | 13.9% | $36.36万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $299.81万 | 0.05% | 22,895 | 420 | 1.9% | $5.50万 | 加仓 |
| BIL | SPDR SERIES TRUST | $301.80万 | 0.06% | 32,934 | -12,618 | -27.7% | -$115.63万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $302.89万 | 0.06% | 60,529 | -26,669 | -30.6% | -$133.45万 | 减仓 |
| LIN | LINDE PLC | $309.62万 | 0.06% | 6,245 | 1,171 | 23.1% | $58.06万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $310.79万 | 0.06% | 41,862 | 41,862 | — | $310.79万 | 新建仓 |