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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $286.93万 | 0.04% | 27,622 | 5,781 | 26.5% | $60.05万 | 加仓 |
| HYG | ISHARES TR | $288.31万 | 0.04% | 36,052 | 1,792 | 5.2% | $14.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $290.13万 | 0.04% | 3,802 | 479 | 14.4% | $36.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $290.71万 | 0.04% | 8,525 | 1,704 | 25.0% | $58.11万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $291.20万 | 0.04% | 9,776 | 1,127 | 13.0% | $33.57万 | 加仓 |
| SMMV | ISHARES TR | $296.42万 | 0.05% | 64,384 | -1,922 | -2.9% | -$8.85万 | 减仓 |
| VGT | VANGUARD WORLD FDS | $299.56万 | 0.05% | 25,064 | 1,576 | 6.7% | $18.84万 | 加仓 |
| USHY | ISHARES TR | $301.90万 | 0.05% | 81,550 | -7,204 | -8.1% | -$26.67万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $303.36万 | 0.05% | 59,482 | -14,445 | -19.5% | -$73.67万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $305.96万 | 0.05% | 48,651 | 27,735 | 132.6% | $174.42万 | 加仓 |
| DE | DEERE & CO | $323.00万 | 0.05% | 5,092 | 35 | 0.7% | $2.22万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $329.20万 | 0.05% | 22,531 | -364 | -1.6% | -$5.32万 | 减仓 |
| LIN | LINDE PLC | $331.57万 | 0.05% | 6,389 | 144 | 2.3% | $7.47万 | 加仓 |
| NFLX | NETFLIX INC | $333.91万 | 0.05% | 46,766 | -8,448 | -15.3% | -$60.32万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $337.66万 | 0.05% | 11,145 | 2,898 | 35.1% | $87.80万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $338.55万 | 0.05% | 10,762 | 1,320 | 14.0% | $41.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $341.70万 | 0.05% | 29,288 | -479 | -1.6% | -$5.59万 | 减仓 |
| SNDK | SANDISK CORP | $344.47万 | 0.05% | 1,515 | 354 | 30.5% | $80.49万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $352.37万 | 0.05% | 7,174 | -303 | -4.1% | -$14.88万 | 减仓 |
| FDX | FEDEX CORP | $361.97万 | 0.06% | 11,560 | 2,117 | 22.4% | $66.29万 | 加仓 |
| ORCL | ORACLE CORP | $363.80万 | 0.06% | 24,824 | 2,868 | 13.1% | $42.03万 | 加仓 |
| APH | AMPHENOL CORP NEW | $365.30万 | 0.06% | 20,718 | -461 | -2.2% | -$8.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $368.54万 | 0.06% | 42,784 | 3,346 | 8.5% | $28.82万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $368.97万 | 0.06% | 108,936 | 8,052 | 8.0% | $27.27万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $369.70万 | 0.06% | 42,408 | 546 | 1.3% | $4.76万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $370.05万 | 0.06% | 66,591 | 6,062 | 10.0% | $33.69万 | 加仓 |
| CB | CHUBB LIMITED | $388.53万 | 0.06% | 11,402 | -400 | -3.4% | -$13.63万 | 减仓 |
| CMI | CUMMINS INC | $391.44万 | 0.06% | 5,488 | 197 | 3.7% | $14.05万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $393.77万 | 0.06% | 47,649 | -2,953 | -5.8% | -$24.40万 | 减仓 |
| GLW | CORNING INC | $394.67万 | 0.06% | 15,451 | -428 | -2.7% | -$10.93万 | 减仓 |
| ASML | ASML HOLDING N V | $398.28万 | 0.06% | 2,002 | 31 | 1.6% | $6.17万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $398.40万 | 0.06% | 10,218 | -472 | -4.4% | -$18.40万 | 减仓 |
| UNP | UNION PAC CORP | $399.33万 | 0.06% | 14,681 | -115 | -0.8% | -$3.13万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $401.50万 | 0.06% | 25,581 | 1,093 | 4.5% | $17.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $402.95万 | 0.06% | 43,971 | 11,037 | 33.5% | $101.14万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $406.37万 | 0.06% | 9,785 | -251 | -2.5% | -$10.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $409.12万 | 0.06% | 17,290 | -310 | -1.8% | -$7.34万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $409.98万 | 0.06% | 5,829 | -27 | -0.5% | -$1.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $412.88万 | 0.06% | 47,041 | 1,428 | 3.1% | $12.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $426.61万 | 0.07% | 100,757 | 5,744 | 6.0% | $24.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $436.33万 | 0.07% | 105,026 | -3,006 | -2.8% | -$12.49万 | 减仓 |
| TXN | TEXAS INSTRS INC | $438.34万 | 0.07% | 14,706 | 1,537 | 11.7% | $45.81万 | 加仓 |
| IWM | ISHARES TR | $438.56万 | 0.07% | 14,597 | -18 | -0.1% | -$5,408 | 减仓 |
| SDY | SPDR SER TR | $443.52万 | 0.07% | 29,145 | -911 | -3.0% | -$13.86万 | 减仓 |
| C | CITIGROUP INC | $444.94万 | 0.07% | 31,790 | 669 | 2.1% | $9.36万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $470.27万 | 0.07% | 37,152 | 1,558 | 4.4% | $19.72万 | 加仓 |
| TLT | ISHARES TR | $472.76万 | 0.07% | 54,705 | -21,315 | -28.0% | -$184.20万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $482.10万 | 0.07% | 52,428 | 558 | 1.1% | $5.13万 | 加仓 |
| MS | MORGAN STANLEY | $485.61万 | 0.07% | 23,231 | 851 | 3.8% | $17.79万 | 加仓 |
| ESGU | ISHARES TR | $501.33万 | 0.08% | 30,631 | -6 | -0.0% | -$982 | 减仓 |
| IVLU | ISHARES TR | $501.80万 | 0.08% | 119,991 | 9,099 | 8.2% | $38.05万 | 加仓 |
| SO | SOUTHERN CO | $502.54万 | 0.08% | 52,506 | 1,770 | 3.5% | $16.94万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $521.67万 | 0.08% | 35,575 | 2,881 | 8.8% | $42.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $524.42万 | 0.08% | 10,211 | -458 | -4.3% | -$23.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $529.07万 | 0.08% | 12,729 | 3,272 | 34.6% | $136.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $533.31万 | 0.08% | 222,976 | -10,718 | -4.6% | -$25.64万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $539.25万 | 0.08% | 109,425 | 4,198 | 4.0% | $20.69万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $542.95万 | 0.08% | 128,267 | 387 | 0.3% | $1.64万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $546.35万 | 0.08% | 161,452 | 135,224 | 515.6% | $457.60万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $549.79万 | 0.08% | 14,711 | -298 | -2.0% | -$11.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $573.75万 | 0.09% | 79,743 | 3,195 | 4.2% | $22.99万 | 加仓 |
| MCD | MCDONALDS CORP | $588.91万 | 0.09% | 21,786 | -2,679 | -11.0% | -$72.42万 | 减仓 |
| KLAC | KLA CORP | $594.53万 | 0.09% | 19,705 | -535 | -2.6% | -$16.14万 | 减仓 |
| INTF | ISHARES TR | $609.95万 | 0.09% | 148,915 | -5,455 | -3.5% | -$22.34万 | 减仓 |
| ADI | ANALOG DEVICES INC | $623.47万 | 0.10% | 15,698 | 274 | 1.8% | $10.88万 | 加仓 |
| CME | CME GROUP INC | $655.93万 | 0.10% | 29,703 | 4,722 | 18.9% | $104.28万 | 加仓 |
| BAC | BANK AMERICA CORP | $658.27万 | 0.10% | 115,526 | 3,973 | 3.6% | $22.64万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $659.02万 | 0.10% | 173,608 | 9,543 | 5.8% | $36.23万 | 加仓 |
| AMGN | AMGEN INC | $661.08万 | 0.10% | 18,256 | 246 | 1.4% | $8.91万 | 加仓 |
| GEV | GE VERNOVA INC | $666.96万 | 0.10% | 5,677 | -84 | -1.5% | -$9.87万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $672.35万 | 0.10% | 15,516 | 631 | 4.2% | $27.34万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $681.16万 | 0.10% | 97,136 | -4,918 | -4.8% | -$34.49万 | 减仓 |
| VB | VANGUARD INDEX FDS | $698.11万 | 0.11% | 23,031 | 14,879 | 182.5% | $451.01万 | 加仓 |
| INTC | INTEL CORP | $708.20万 | 0.11% | 50,719 | 15,330 | 43.3% | $214.05万 | 加仓 |
| MPC | MARATHON PETE CORP | $712.29万 | 0.11% | 27,860 | 567 | 2.1% | $14.50万 | 加仓 |
| CSCO | CISCO SYS INC | $727.89万 | 0.11% | 61,969 | 2,154 | 3.6% | $25.30万 | 加仓 |
| IEF | ISHARES TR | $741.30万 | 0.11% | 78,387 | 26,369 | 50.7% | $249.37万 | 加仓 |
| KO | COCA COLA CO | $742.59万 | 0.11% | 91,373 | 16,241 | 21.6% | $131.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $762.89万 | 0.12% | 22,554 | 33 | 0.1% | $1.12万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $776.44万 | 0.12% | 8,300 | -47 | -0.6% | -$4.40万 | 减仓 |
| BOND | PIMCO ETF TR | $782.02万 | 0.12% | 84,809 | -15,575 | -15.5% | -$143.62万 | 减仓 |
| EFG | ISHARES TR | $784.66万 | 0.12% | 63,066 | -327 | -0.5% | -$4.07万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $789.58万 | 0.12% | 41,616 | -8,570 | -17.1% | -$162.60万 | 减仓 |
| IUSB | ISHARES TR | $793.75万 | 0.12% | 171,994 | -80,177 | -31.8% | -$370.02万 | 减仓 |
| FEOE | RBB FUND TRUST | $812.23万 | 0.12% | 152,104 | 7,760 | 5.4% | $41.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $812.96万 | 0.12% | 28,910 | -838 | -2.8% | -$23.57万 | 减仓 |
| AMAT | APPLIED MATLS INC | $813.82万 | 0.13% | 11,256 | 346 | 3.2% | $25.02万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $821.93万 | 0.13% | 83,369 | 7,360 | 9.7% | $72.56万 | 加仓 |
| ETN | EATON CORP PLC | $830.04万 | 0.13% | 19,479 | 61 | 0.3% | $2.60万 | 加仓 |
| TJX | TJX COS INC NEW | $837.61万 | 0.13% | 55,288 | 48 | 0.1% | $7,272 | 加仓 |
| CVX | CHEVRON CORP NEW | $842.75万 | 0.13% | 50,841 | 1,912 | 3.9% | $31.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $847.39万 | 0.13% | 22,900 | 2,727 | 13.5% | $100.91万 | 加仓 |
| MUNI | PIMCO ETF TR | $856.67万 | 0.13% | 162,865 | -18,978 | -10.4% | -$99.82万 | 减仓 |
| MRK | MERCK & CO INC | $866.95万 | 0.13% | 67,467 | 1,152 | 1.7% | $14.80万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $887.76万 | 0.14% | 194,258 | -504 | -0.3% | -$2.30万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $897.87万 | 0.14% | 110,357 | -4,175 | -3.6% | -$33.97万 | 减仓 |
| XOM | EXXON MOBIL CORP | $923.90万 | 0.14% | 67,576 | 67,576 | — | $923.90万 | 新建仓 |
| — | PGIM ETF TR | $961.96万 | 0.15% | 228,331 | 15,085 | 7.1% | $63.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $976.57万 | 0.15% | 53,981 | 1,295 | 2.5% | $23.43万 | 加仓 |
| ABBV | ABBVIE INC | $982.35万 | 0.15% | 39,038 | 1,172 | 3.1% | $29.49万 | 加仓 |