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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $311.59万 | 0.06% | 7,477 | -1,236 | -14.2% | -$51.51万 | 减仓 |
| MDT | MEDTRONIC PLC | $314.77万 | 0.06% | 36,327 | 4,410 | 13.8% | $38.21万 | 加仓 |
| CRM | SALESFORCE INC | $317.21万 | 0.06% | 16,993 | 128 | 0.8% | $2.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $318.04万 | 0.06% | 14,885 | 1,099 | 8.0% | $23.48万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $320.87万 | 0.06% | 15,808 | 2,481 | 18.6% | $50.36万 | 加仓 |
| ORCL | ORACLE CORP | $323.00万 | 0.06% | 21,956 | 1,122 | 5.4% | $16.51万 | 加仓 |
| USHY | ISHARES TR | $326.97万 | 0.06% | 88,754 | -5,559 | -5.9% | -$20.48万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $327.47万 | 0.06% | 100,884 | -1,351 | -1.3% | -$4.39万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $335.42万 | 0.06% | 24,067 | 1,122 | 4.9% | $15.64万 | 加仓 |
| FDX | FEDEX CORP | $336.36万 | 0.06% | 9,443 | 6,064 | 179.5% | $216.00万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $338.71万 | 0.06% | 24,488 | 2,906 | 13.5% | $40.20万 | 加仓 |
| C | CITIGROUP INC | $352.94万 | 0.06% | 31,121 | 1,799 | 6.1% | $20.40万 | 加仓 |
| UNP | UNION PAC CORP | $358.98万 | 0.07% | 14,796 | 1,979 | 15.4% | $48.01万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $361.20万 | 0.07% | 5,856 | -733 | -11.1% | -$45.21万 | 减仓 |
| IWM | ISHARES TR | $362.46万 | 0.07% | 14,615 | 368 | 2.6% | $9.13万 | 加仓 |
| T | AT&T INC | $362.48万 | 0.07% | 125,035 | 6,801 | 5.8% | $19.72万 | 加仓 |
| MS | MORGAN STANLEY | $368.30万 | 0.07% | 22,380 | 886 | 4.1% | $14.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $372.88万 | 0.07% | 10,910 | 1,493 | 15.9% | $51.03万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $376.88万 | 0.07% | 73,927 | 19,325 | 35.4% | $98.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $378.51万 | 0.07% | 17,600 | -1,239 | -6.6% | -$26.65万 | 减仓 |
| CB | CHUBB LIMITED | $384.66万 | 0.07% | 11,802 | 7 | 0.1% | $2,281 | 加仓 |
| WFC | WELLS FARGO CO NEW | $402.84万 | 0.07% | 50,602 | 6,317 | 14.3% | $50.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $417.30万 | 0.08% | 108,032 | -11,339 | -9.5% | -$43.80万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $423.66万 | 0.08% | 45,613 | 3,452 | 8.2% | $32.06万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $425.92万 | 0.08% | 15,009 | 301 | 2.0% | $8.54万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $426.73万 | 0.08% | 127,880 | -72,958 | -36.3% | -$243.46万 | 减仓 |
| ESGU | ISHARES TR | $433.27万 | 0.08% | 30,637 | 337 | 1.1% | $4.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $435.44万 | 0.08% | 29,767 | 526 | 1.8% | $7.69万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $435.55万 | 0.08% | 10,036 | -575 | -5.4% | -$24.95万 | 减仓 |
| SDY | SPDR SER TR | $438.64万 | 0.08% | 30,056 | 38 | 0.1% | $5,546 | 加仓 |
| IVLU | ISHARES TR | $440.02万 | 0.08% | 110,892 | 1,884 | 1.7% | $7.48万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $444.21万 | 0.08% | 51,870 | -152,052 | -74.6% | -$1,302.16万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $447.64万 | 0.08% | 105,227 | 3,321 | 3.3% | $14.13万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $454.63万 | 0.08% | 6,991 | -136,163 | -95.1% | -$8,854.84万 | 减仓 |
| CSCO | CISCO SYS INC | $464.10万 | 0.08% | 59,815 | 730 | 1.2% | $5.66万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $466.07万 | 0.08% | 35,594 | 845 | 2.4% | $11.06万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $472.23万 | 0.09% | 32,694 | -6,086 | -15.7% | -$87.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $474.85万 | 0.09% | 14,055 | 1,552 | 12.4% | $52.43万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $476.97万 | 0.09% | 95,013 | 8,929 | 10.4% | $44.82万 | 加仓 |
| SO | SOUTHERN CO | $489.70万 | 0.09% | 50,736 | 44 | 0.1% | $4,247 | 加仓 |
| ADI | ANALOG DEVICES INC | $490.71万 | 0.09% | 15,424 | 1,431 | 10.2% | $45.53万 | 加仓 |
| IEF | ISHARES TR | $496.46万 | 0.09% | 52,018 | 8,375 | 19.2% | $79.93万 | 加仓 |
| GEV | GE VERNOVA INC | $502.85万 | 0.09% | 5,761 | 22 | 0.4% | $1.92万 | 加仓 |
| MO | ALTRIA GROUP INC | $505.14万 | 0.09% | 76,548 | 3,451 | 4.7% | $22.77万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $505.91万 | 0.09% | 10,690 | 163 | 1.5% | $7.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $509.90万 | 0.09% | 25,065 | -216 | -0.9% | -$4.39万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $513.90万 | 0.09% | 233,694 | -7,698 | -3.2% | -$16.93万 | 减仓 |
| NFLX | NETFLIX INC | $530.88万 | 0.10% | 55,214 | 4,841 | 9.6% | $46.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $533.10万 | 0.10% | 10,669 | -132 | -1.2% | -$6.60万 | 减仓 |
| BAC | BANK AMERICA CORP | $543.82万 | 0.10% | 111,553 | -4,970 | -4.3% | -$24.23万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $564.55万 | 0.10% | 164,065 | 25,241 | 18.2% | $86.85万 | 加仓 |
| KO | COCA COLA CO | $571.38万 | 0.10% | 75,132 | -834 | -1.1% | -$6.34万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $585.02万 | 0.11% | 102,054 | 102,054 | — | $585.02万 | 新建仓 |
| INTF | ISHARES TR | $601.42万 | 0.11% | 154,370 | -34,450 | -18.2% | -$134.22万 | 减仓 |
| AMGN | AMGEN INC | $633.67万 | 0.12% | 18,010 | 2,285 | 14.5% | $80.40万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $642.43万 | 0.12% | 76,009 | 73,117 | 2,528.3% | $617.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $647.17万 | 0.12% | 20,173 | -37,589 | -65.1% | -$1,205.88万 | 减仓 |
| TLT | ISHARES TR | $659.02万 | 0.12% | 76,020 | -5,281 | -6.5% | -$45.78万 | 减仓 |
| MPC | MARATHON PETE CORP | $666.45万 | 0.12% | 27,293 | -3,952 | -12.6% | -$96.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $681.21万 | 0.12% | 22,521 | 165 | 0.7% | $4.99万 | 加仓 |
| ETN | EATON CORP PLC | $694.54万 | 0.13% | 19,418 | -116 | -0.6% | -$4.15万 | 减仓 |
| EFG | ISHARES TR | $706.01万 | 0.13% | 63,393 | -198,795 | -75.8% | -$2,213.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $721.06万 | 0.13% | 29,748 | -341 | -1.1% | -$8.27万 | 减仓 |
| FEOE | RBB FUND TRUST | $728.36万 | 0.13% | 144,344 | -162,235 | -52.9% | -$818.64万 | 减仓 |
| CME | CME GROUP INC | $737.82万 | 0.13% | 24,981 | -3,986 | -13.8% | -$117.73万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $753.19万 | 0.14% | 22,287 | 1,516 | 7.3% | $51.23万 | 加仓 |
| MCD | MCDONALDS CORP | $760.34万 | 0.14% | 24,465 | 840 | 3.6% | $26.11万 | 加仓 |
| MRK | MERCK & CO INC | $797.70万 | 0.15% | 66,315 | -160 | -0.2% | -$1.92万 | 减仓 |
| ABBV | ABBVIE INC | $823.54万 | 0.15% | 37,866 | -695 | -1.8% | -$15.12万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $831.50万 | 0.15% | 114,532 | -4,958 | -4.1% | -$35.99万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $831.73万 | 0.15% | 8,347 | 1,128 | 15.6% | $112.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $860.74万 | 0.16% | 134,323 | 14,499 | 12.1% | $92.91万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $866.41万 | 0.16% | 215,577 | -422,467 | -66.2% | -$1,697.90万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $867.64万 | 0.16% | 284,473 | 160,897 | 130.2% | $490.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $871.12万 | 0.16% | 52,686 | -329 | -0.6% | -$5.44万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $873.51万 | 0.16% | 194,762 | -87,529 | -31.0% | -$392.57万 | 减仓 |
| TJX | TJX COS INC NEW | $882.18万 | 0.16% | 55,240 | 1,542 | 2.9% | $24.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $883.42万 | 0.16% | 10,442 | 352 | 3.5% | $29.78万 | 加仓 |
| — | PGIM ETF TR | $902.68万 | 0.16% | 213,246 | 213,246 | — | $902.68万 | 新建仓 |
| BOND | PIMCO ETF TR | $926.34万 | 0.17% | 100,384 | 11,062 | 12.4% | $102.08万 | 加仓 |
| MUNI | PIMCO ETF TR | $949.04万 | 0.17% | 181,843 | -116,162 | -39.0% | -$606.25万 | 减仓 |
| LLY | LILLY ELI & CO | $949.58万 | 0.17% | 10,324 | 471 | 4.8% | $43.32万 | 加仓 |
| ICLN | ISHARES TR | $963.71万 | 0.18% | 526,903 | 21,326 | 4.2% | $39.01万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $968.09万 | 0.18% | 50,186 | 86 | 0.2% | $1.66万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $984.48万 | 0.18% | 390,975 | 47,390 | 13.8% | $119.33万 | 加仓 |
| DGRO | ISHARES TR | $988.55万 | 0.18% | 140,859 | 9,441 | 7.2% | $66.26万 | 加仓 |
| CVX | CHEVRON CORP NEW | $1,012.33万 | 0.18% | 48,929 | 6,598 | 15.6% | $136.51万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,076.11万 | 0.20% | 280,091 | 68,105 | 32.1% | $261.66万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,082.56万 | 0.20% | 229,940 | 222,993 | 3,209.9% | $1,049.85万 | 重新持有 |
| IDEV | ISHARES TR | $1,105.95万 | 0.20% | 132,338 | -4,705 | -3.4% | -$39.32万 | 减仓 |
| — | EXXON MOBIL CORP | $1,155.41万 | 0.21% | 68,101 | 2,008 | 3.0% | $34.07万 | 加仓 |
| IUSB | ISHARES TR | $1,164.78万 | 0.21% | 252,171 | 119,571 | 90.2% | $552.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,165.14万 | 0.21% | 47,666 | 2,444 | 5.4% | $59.74万 | 加仓 |
| V | VISA INC | $1,165.92万 | 0.21% | 38,576 | -1,298 | -3.3% | -$39.23万 | 减仓 |
| IWD | ISHARES TR | $1,195.96万 | 0.22% | 55,972 | -79 | -0.1% | -$1.69万 | 减仓 |
| IGM | ISHARES TR | $1,223.39万 | 0.22% | 103,231 | -8,034 | -7.2% | -$95.21万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,238.38万 | 0.23% | 247,726 | 26,388 | 11.9% | $131.91万 | 加仓 |
| OEF | ISHARES TR | $1,254.04万 | 0.23% | 39,426 | -233,629 | -85.6% | -$7,431.13万 | 减仓 |
| HD | HOME DEPOT INC | $1,278.07万 | 0.23% | 38,860 | -1,155 | -2.9% | -$37.99万 | 减仓 |
| CAT | CATERPILLAR INC | $1,292.94万 | 0.24% | 18,250 | -1,511 | -7.6% | -$107.05万 | 减仓 |