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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,312.13万 | 0.24% | 27,382 | -282 | -1.0% | -$13.51万 | 减仓 |
| SMMU | PIMCO ETF TR | $1,344.73万 | 0.25% | 266,548 | -206,349 | -43.6% | -$1,041.03万 | 减仓 |
| QUAL | ISHARES TR | $1,383.91万 | 0.25% | 72,150 | -153,598 | -68.0% | -$2,946.16万 | 减仓 |
| TSLA | TESLA INC | $1,403.50万 | 0.26% | 37,754 | -909 | -2.4% | -$33.79万 | 减仓 |
| IJR | ISHARES TR | $1,506.95万 | 0.27% | 121,225 | -15,988 | -11.7% | -$198.75万 | 减仓 |
| MTUM | ISHARES TR | $1,588.05万 | 0.29% | 66,172 | -2,645 | -3.8% | -$63.48万 | 减仓 |
| GOOG | ALPHABET INC | $1,630.54万 | 0.30% | 56,841 | 2,913 | 5.4% | $83.56万 | 加仓 |
| IWF | ISHARES TR | $1,716.06万 | 0.31% | 40,245 | -101 | -0.3% | -$4.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,731.01万 | 0.32% | 60,276 | -3,139 | -4.9% | -$90.15万 | 减仓 |
| META | META PLATFORMS INC | $1,750.98万 | 0.32% | 30,605 | -4,578 | -13.0% | -$261.92万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,852.17万 | 0.34% | 344,461 | -203,956 | -37.2% | -$1,096.67万 | 减仓 |
| IYW | ISHARES TR | $1,882.68万 | 0.34% | 103,774 | -598,484 | -85.2% | -$1.09亿 | 减仓 |
| ITOT | ISHARES TR | $2,000.28万 | 0.36% | 140,440 | 40,553 | 40.6% | $577.59万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,114.08万 | 0.39% | 423,749 | 179,889 | 73.8% | $897.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,179.64万 | 0.40% | 74,097 | -2,428 | -3.2% | -$71.42万 | 减仓 |
| WMT | WALMART INC | $2,227.60万 | 0.41% | 179,240 | 7,987 | 4.7% | $99.26万 | 加仓 |
| USMV | ISHARES TR | $2,255.19万 | 0.41% | 243,173 | -18,503 | -7.1% | -$171.60万 | 减仓 |
| MUB | ISHARES TR | $2,270.35万 | 0.41% | 213,882 | -30,972 | -12.6% | -$328.77万 | 减仓 |
| GOOGL | ALPHABET INC | $2,325.35万 | 0.42% | 80,865 | 652 | 0.8% | $18.75万 | 加仓 |
| IJH | ISHARES TR | $2,468.87万 | 0.45% | 365,596 | -16,847 | -4.4% | -$113.77万 | 减仓 |
| AVGO | BROADCOM INC | $2,768.69万 | 0.50% | 89,454 | 3,036 | 3.5% | $93.97万 | 加仓 |
| AMZN | AMAZON COM INC | $2,893.06万 | 0.53% | 138,909 | -64,091 | -31.6% | -$1,334.82万 | 减仓 |
| ITA | ISHARES TR | $3,205.55万 | 0.58% | 146,539 | 44,652 | 43.8% | $976.76万 | 加仓 |
| IVW | ISHARES TR | $3,263.76万 | 0.59% | 288,548 | -21,348 | -6.9% | -$241.47万 | 减仓 |
| IEMG | ISHARES INC | $3,390.66万 | 0.62% | 486,116 | -1,926,468 | -79.9% | -$1.34亿 | 减仓 |
| IAU | ISHARES GOLD TR | $3,489.29万 | 0.64% | 395,791 | -183,614 | -31.7% | -$1,618.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,418.16万 | 0.81% | 119,355 | 2,893 | 2.5% | $107.09万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $4,474.15万 | 0.82% | 1,871,246 | 688,687 | 58.2% | $1,646.65万 | 加仓 |
| TLH | ISHARES TR | $5,265.37万 | 0.96% | 522,773 | 116,612 | 28.7% | $1,174.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,377.96万 | 0.98% | 308,369 | 1,419 | 0.5% | $24.75万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $5,666.62万 | 1.03% | 1,814,543 | 863,956 | 90.9% | $2,698.04万 | 加仓 |
| GOVT | ISHARES TR | $5,761.23万 | 1.05% | 2,514,722 | 2,490,308 | 10,200.3% | $5,705.30万 | 加仓 |
| IEI | ISHARES TR | $5,779.61万 | 1.05% | 487,319 | 18,689 | 4.0% | $221.65万 | 加仓 |
| AAPL | APPLE INC | $6,027.76万 | 1.10% | 237,510 | 4,284 | 1.8% | $108.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,157.81万 | 1.12% | 106,688 | 4,445 | 4.3% | $256.56万 | 加仓 |
| IYK | ISHARES TR | $6,307.24万 | 1.15% | 900,649 | 900,649 | — | $6,307.24万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $7,112.94万 | 1.30% | 1,287,643 | 630,530 | 96.0% | $3,483.05万 | 加仓 |
| IYG | ISHARES TR | $7,423.31万 | 1.35% | 896,103 | 319,680 | 55.5% | $2,648.23万 | 加仓 |
| EMGF | ISHARES INC | $8,354.09万 | 1.52% | 1,382,441 | 191,408 | 16.1% | $1,156.68万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $8,403.64万 | 1.53% | 1,109,538 | -523,283 | -32.0% | -$3,963.35万 | 减仓 |
| AGG | ISHARES TR | $9,228.90万 | 1.68% | 929,676 | -23,553,743 | -96.2% | -$23.38亿 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $9,840.48万 | 1.79% | 1,960,645 | -391,620 | -16.6% | -$1,965.54万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $1.18亿 | 2.16% | 2,702,590 | 2,702,590 | — | $1.18亿 | 新建仓 |
| IEFA | ISHARES TR | $1.18亿 | 2.16% | 1,308,185 | -86,484 | -6.2% | -$782.94万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.22亿 | 2.22% | 2,671,846 | -7,509,343 | -73.8% | -$3.43亿 | 减仓 |
| EFV | ISHARES TR | $1.22亿 | 2.23% | 1,646,319 | 684,355 | 71.1% | $5,088.18万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $1.38亿 | 2.51% | 1,936,319 | -2,380,758 | -55.1% | -$1.69亿 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1.49亿 | 2.71% | 2,862,506 | -3,683 | -0.1% | -$19.13万 | 减仓 |
| PWRD | TCW ETF TRUST | $2.06亿 | 3.76% | 2,107,222 | -245,147 | -10.4% | -$2,396.70万 | 减仓 |
| IVV | ISHARES TR | $2.27亿 | 4.13% | 347,015 | -5,176 | -1.5% | -$338.10万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2.45亿 | 4.47% | 7,445,617 | 2,775,398 | 59.4% | $9,144.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.80亿 | 5.11% | 468,814 | -1,040,728 | -68.9% | -$6.22亿 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2.83亿 | 5.15% | 5,642,044 | -1,526,025 | -21.3% | -$7,648.44万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3.42亿 | 6.23% | 4,765,340 | 565,593 | 13.5% | $4,058.13万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3.65亿 | 6.65% | 6,268,470 | -201,623 | -3.1% | -$1,173.04万 | 减仓 |