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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $141.32万 | 0.02% | 22,882 | 917 | 4.2% | $5.66万 | 加仓 |
| RY | ROYAL BK CDA | $141.35万 | 0.02% | 6,829 | 38 | 0.6% | $7,865 | 加仓 |
| PGR | PROGRESSIVE CORP | $142.77万 | 0.02% | 6,536 | 950 | 17.0% | $20.75万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $142.86万 | 0.02% | 4,149 | 64 | 1.6% | $2.20万 | 加仓 |
| BX | BLACKSTONE INC | $143.52万 | 0.02% | 12,197 | 1,796 | 17.3% | $21.13万 | 加仓 |
| DBEF | DBX ETF TR | $143.53万 | 0.02% | 26,274 | 2,170 | 9.0% | $11.85万 | 加仓 |
| EQIX | EQUINIX INC | $144.18万 | 0.02% | 1,383 | 393 | 39.7% | $40.97万 | 加仓 |
| PFE | PFIZER INC | $145.28万 | 0.02% | 60,332 | -17,720 | -22.7% | -$42.67万 | 减仓 |
| IEV | ISHARES TR | $145.67万 | 0.02% | 19,996 | -736 | -3.6% | -$5.36万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $146.37万 | 0.02% | 36,989 | 24,928 | 206.7% | $98.64万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $147.37万 | 0.02% | 4,459 | 183 | 4.3% | $6.05万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $147.55万 | 0.02% | 5,488 | -116 | -2.1% | -$3.12万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $149.28万 | 0.02% | 2,931 | -149 | -4.8% | -$7.59万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.02% | 2 | -2 | -50.0% | -$149.77万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $150.80万 | 0.02% | 47,556 | 2,201 | 4.9% | $6.98万 | 加仓 |
| IXUS | ISHARES TR | $151.66万 | 0.02% | 15,891 | -380 | -2.3% | -$3.63万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $151.93万 | 0.02% | 7,140 | 1,575 | 28.3% | $33.51万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $153.72万 | 0.02% | 33,497 | -5,114 | -13.2% | -$23.47万 | 减仓 |
| VV | VANGUARD INDEX FDS | $155.25万 | 0.02% | 4,514 | -249 | -5.2% | -$8.56万 | 减仓 |
| PHYL | PGIM ETF TR | $156.15万 | 0.02% | 44,769 | 580 | 1.3% | $2.02万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $156.44万 | 0.02% | 10,818 | 1,103 | 11.4% | $15.95万 | 加仓 |
| NFLT | ETFIS SER TR I | $157.00万 | 0.02% | 68,411 | 861 | 1.3% | $1.98万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $158.68万 | 0.02% | 55,542 | 55,542 | — | $158.68万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $159.15万 | 0.02% | 22,055 | -2,263 | -9.3% | -$16.33万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $159.48万 | 0.02% | 62,103 | 30,123 | 94.2% | $77.36万 | 加仓 |
| COP | CONOCOPHILLIPS | $159.57万 | 0.02% | 15,350 | -340 | -2.2% | -$3.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $159.70万 | 0.02% | 15,628 | 52 | 0.3% | $5,314 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $160.59万 | 0.02% | 27,871 | 2,524 | 10.0% | $14.54万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $160.96万 | 0.02% | 48,819 | 1,587 | 3.4% | $5.23万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $162.16万 | 0.02% | 28,712 | 1,235 | 4.5% | $6.98万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $162.84万 | 0.03% | 32,323 | 26,326 | 439.0% | $132.63万 | 加仓 |
| AZN | ASTRAZENECA PLC | $163.38万 | 0.03% | 8,616 | -1,459 | -14.5% | -$27.67万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $163.49万 | 0.03% | 4,356 | 265 | 6.5% | $9.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $163.58万 | 0.03% | 7,339 | 398 | 5.7% | $8.87万 | 加仓 |
| FTNT | FORTINET INC | $163.73万 | 0.03% | 10,658 | 520 | 5.1% | $7.99万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $164.50万 | 0.03% | 7,345 | 1,057 | 16.8% | $23.67万 | 加仓 |
| NVS | NOVARTIS AG | $165.97万 | 0.03% | 10,590 | -572 | -5.1% | -$8.96万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $166.32万 | 0.03% | 12,157 | -17 | -0.1% | -$2,326 | 减仓 |
| WELL | WELLTOWER INC | $166.56万 | 0.03% | 7,338 | 447 | 6.5% | $10.15万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $166.73万 | 0.03% | 4,707 | -31 | -0.7% | -$1.10万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $167.39万 | 0.03% | 9,391 | 1,191 | 14.5% | $21.23万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $167.98万 | 0.03% | 3,382 | -252 | -6.9% | -$12.52万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $169.76万 | 0.03% | 8,462 | 29 | 0.3% | $5,818 | 加仓 |
| NEM | NEWMONT CORP | $169.95万 | 0.03% | 18,196 | 543 | 3.1% | $5.07万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $171.05万 | 0.03% | 36,106 | -23 | -0.1% | -$1,090 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $171.84万 | 0.03% | 45,874 | 24,425 | 113.9% | $91.50万 | 加仓 |
| ABT | ABBOTT LABS | $172.21万 | 0.03% | 18,978 | -7,024 | -27.0% | -$63.74万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $173.08万 | 0.03% | 4,670 | 204 | 4.6% | $7.56万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $176.62万 | 0.03% | 16,430 | 517 | 3.2% | $5.56万 | 加仓 |
| ETR | ENTERGY CORP NEW | $183.30万 | 0.03% | 15,959 | 778 | 5.1% | $8.94万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $183.62万 | 0.03% | 22,907 | -65 | -0.3% | -$5,210 | 减仓 |
| QCOM | QUALCOMM INC | $185.91万 | 0.03% | 10,061 | -22 | -0.2% | -$4,065 | 减仓 |
| CVS | CVS HEALTH CORP | $185.94万 | 0.03% | 17,974 | 2,258 | 14.4% | $23.36万 | 加仓 |
| ALL | ALLSTATE CORP | $186.57万 | 0.03% | 7,841 | 150 | 2.0% | $3.57万 | 加仓 |
| ACWX | ISHARES TR | $188.33万 | 0.03% | 24,745 | 408 | 1.7% | $3.11万 | 加仓 |
| DIS | DISNEY WALT CO | $188.54万 | 0.03% | 19,588 | 1,802 | 10.1% | $17.34万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $188.54万 | 0.03% | 32,152 | -415 | -1.3% | -$2.43万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $188.72万 | 0.03% | 9,906 | -474 | -4.6% | -$9.03万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $192.14万 | 0.03% | 11,895 | 1,543 | 14.9% | $24.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $192.37万 | 0.03% | 3,837 | -558 | -12.7% | -$27.98万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $195.49万 | 0.03% | 55,475 | 3,260 | 6.2% | $11.49万 | 加仓 |
| WMB | WILLIAMS COS INC | $197.90万 | 0.03% | 26,621 | -414 | -1.5% | -$3.08万 | 减仓 |
| LOW | LOWES COS INC | $199.07万 | 0.03% | 9,029 | -2,157 | -19.3% | -$47.56万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $200.39万 | 0.03% | 4,645 | -93 | -2.0% | -$4.01万 | 减仓 |
| BLK | BLACKROCK INC | $201.08万 | 0.03% | 2,091 | -113 | -5.1% | -$10.87万 | 减仓 |
| — | PGIM ETF TR | $202.44万 | 0.03% | 39,771 | 916 | 2.4% | $4.66万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $203.44万 | 0.03% | 9,875 | 421 | 4.5% | $8.67万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $204.47万 | 0.03% | 8,304 | 345 | 4.3% | $8.49万 | 加仓 |
| COWZ | PACER FDS TR | $204.97万 | 0.03% | 32,953 | -1,574 | -4.6% | -$9.79万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $206.09万 | 0.03% | 7,030 | 35 | 0.5% | $1.03万 | 加仓 |
| IWR | ISHARES TR | $212.36万 | 0.03% | 19,249 | 1,363 | 7.6% | $15.04万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $214.30万 | 0.03% | 7,625 | -210 | -2.7% | -$5.90万 | 减仓 |
| PLD | PROLOGIS INC. | $216.16万 | 0.03% | 15,957 | 1,496 | 10.3% | $20.27万 | 加仓 |
| SPGI | S&P GLOBAL INC | $216.30万 | 0.03% | 5,311 | 147 | 2.8% | $5.99万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $217.94万 | 0.03% | 12,829 | 1,191 | 10.2% | $20.23万 | 加仓 |
| IMCG | ISHARES TR | $218.01万 | 0.03% | 22,178 | 20 | 0.1% | $1,966 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $218.73万 | 0.03% | 47,810 | 3,997 | 9.1% | $18.29万 | 加仓 |
| PEP | PEPSICO INC | $220.50万 | 0.03% | 16,285 | -1,743 | -9.7% | -$23.60万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $224.77万 | 0.03% | 65,588 | 10,952 | 20.0% | $37.53万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $225.30万 | 0.03% | 28,782 | -2,971 | -9.4% | -$23.26万 | 减仓 |
| CRM | SALESFORCE INC | $226.51万 | 0.03% | 14,459 | -2,534 | -14.9% | -$39.70万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $229.06万 | 0.04% | 24,089 | 427 | 1.8% | $4.06万 | 加仓 |
| T | AT&T INC | $231.24万 | 0.04% | 111,711 | -13,324 | -10.7% | -$27.58万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $231.60万 | 0.04% | 3,626 | -404 | -10.0% | -$25.80万 | 减仓 |
| BA | BOEING CO | $231.86万 | 0.04% | 10,711 | -256 | -2.3% | -$5.54万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $234.70万 | 0.04% | 14,852 | -248 | -1.6% | -$3.92万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $239.96万 | 0.04% | 2,453 | -132 | -5.1% | -$12.91万 | 减仓 |
| O | REALTY INCOME CORP | $243.13万 | 0.04% | 39,240 | -2,631 | -6.3% | -$16.30万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $244.05万 | 0.04% | 65,063 | 7,726 | 13.5% | $28.98万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $248.22万 | 0.04% | 16,001 | 193 | 1.2% | $2.99万 | 加仓 |
| HDV | ISHARES TR | $250.74万 | 0.04% | 91,477 | -4,363 | -4.6% | -$11.96万 | 减仓 |
| USB | US BANCORP DEL | $250.84万 | 0.04% | 41,529 | 2,961 | 7.7% | $17.88万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $254.72万 | 0.04% | 8,022 | -347 | -4.1% | -$11.02万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $263.22万 | 0.04% | 19,538 | 19,538 | — | $263.22万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $267.41万 | 0.04% | 35,002 | 23,499 | 204.3% | $179.53万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $269.87万 | 0.04% | 2,797 | 326 | 13.2% | $31.45万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $273.53万 | 0.04% | 65,126 | 6,528 | 11.1% | $27.42万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $276.41万 | 0.04% | 21,878 | -2,189 | -9.1% | -$27.66万 | 减仓 |
| QDVO | AMPLIFY ETF TR | $283.00万 | 0.04% | 94,839 | 5,989 | 6.7% | $17.87万 | 加仓 |
| EUSA | ISHARES INC | $283.90万 | 0.04% | 24,862 | 5,888 | 31.0% | $67.24万 | 加仓 |