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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -5,205,000 | -100.0% | -$2.49亿 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -1,432,000 | -100.0% | -$7,161.43万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,118 | -100.0% | -$186.02万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -17,105 | -100.0% | -$163.20万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -10,690 | -100.0% | -$105.29万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -6,039 | -100.0% | -$48.93万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -19,324 | -100.0% | -$40.44万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,408 | -100.0% | -$40.02万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -22,923 | -100.0% | -$34.98万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -2,199 | -100.0% | -$29.95万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -4,733 | -100.0% | -$28.58万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,293 | -100.0% | -$28.19万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -164 | -100.0% | -$27.73万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,662 | -100.0% | -$27.72万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,666 | -100.0% | -$27.71万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -2,340 | -100.0% | -$26.30万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,551 | -100.0% | -$26.22万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,171 | -100.0% | -$26.14万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,219 | -100.0% | -$25.65万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -5,379 | -100.0% | -$25.16万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -2,391 | -100.0% | -$24.86万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -1,261 | -100.0% | -$24.39万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,601 | -100.0% | -$24.06万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,497 | -100.0% | -$23.86万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,690 | -100.0% | -$23.01万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | -3,527 | -100.0% | -$22.93万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -541 | -100.0% | -$22.57万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RFV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,746 | -100.0% | -$22.32万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -4,088 | -100.0% | -$22.32万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -7,559 | -100.0% | -$22.09万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -3,031 | -100.0% | -$21.88万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,201 | -100.0% | -$21.84万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,133 | -100.0% | -$21.64万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,339 | -100.0% | -$21.64万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$21.41万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -2,556 | -100.0% | -$21.34万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -949 | -100.0% | -$21.18万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -8,086 | -100.0% | -$21.12万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -8,915 | -100.0% | -$21.03万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,982 | -100.0% | -$21.00万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$20.91万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -1,956 | -100.0% | -$20.41万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -3,435 | -100.0% | -$20.31万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -2,386 | -100.0% | -$20.16万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -2,174 | -100.0% | -$20.06万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -2,325 | -100.0% | -$20.05万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -10,280 | -100.0% | -$17.58万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,359 | -100.0% | -$14.01万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GABELLI EQUITY TR INC | $96 | 0.00% | 13,680 | 13,680 | — | $96 | 新建仓 |
| — | NAKAMOTO INC | $1.74万 | 0.00% | 78,915 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $3.15万 | 0.00% | 12,466 | 12,466 | — | $3.15万 | 新建仓 |
| BBD | BANCO BRADESCO S A | $6.62万 | 0.00% | 18,144 | 687 | 3.9% | $2,508 | 加仓 |
| ADT | ADT INC DEL | $7.17万 | 0.00% | 10,917 | 10,917 | — | $7.17万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $7.70万 | 0.00% | 13,757 | 91 | 0.7% | $510 | 加仓 |
| — | AIRO GROUP HLDGS INC | $7.82万 | 0.00% | 10,289 | -27 | -0.3% | -$205 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.24万 | 0.00% | 10,931 | 10,931 | — | $8.24万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $10.00万 | 0.00% | 11,390 | -2,865 | -20.1% | -$2.52万 | 减仓 |
| ALTO | ALTO INGREDIENTS INC | $12.10万 | 0.00% | 25,000 | -100 | -0.4% | -$484 | 减仓 |
| HLN | HALEON PLC | $14.94万 | 0.00% | 14,922 | 1,861 | 14.2% | $1.86万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $18.82万 | 0.00% | 11,851 | -7,448 | -38.6% | -$11.83万 | 减仓 |
| KVUE | KENVUE INC | $20.05万 | 0.00% | 11,632 | 11,632 | — | $20.05万 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $20.21万 | 0.00% | 4,286 | 4,286 | — | $20.21万 | 新建仓 |
| — | PGIM ROCK ETF TR | $20.25万 | 0.00% | 6,742 | 6,742 | — | $20.25万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.40万 | 0.00% | 5,249 | 5,249 | — | $20.40万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $20.40万 | 0.00% | 11,016 | -5,093 | -31.6% | -$9.43万 | 重新持有 |
| PBA | PEMBINA PIPELINE CORP | $20.54万 | 0.00% | 4,589 | 4,589 | — | $20.54万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $20.64万 | 0.00% | 2,465 | 2,465 | — | $20.64万 | 新建仓 |
| RBC | RBC BEARINGS INC | $20.75万 | 0.00% | 382 | 382 | — | $20.75万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.87万 | 0.00% | 3,535 | 422 | 13.6% | $2.49万 | 加仓 |
| KEY | KEYCORP | $21.08万 | 0.00% | 10,516 | -338 | -3.1% | -$6,777 | 减仓 |
| ROL | ROLLINS INC | $21.09万 | 0.00% | 3,949 | -827 | -17.3% | -$4.42万 | 减仓 |
| CPAY | CORPAY INC | $21.10万 | 0.00% | 725 | 725 | — | $21.10万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.14万 | 0.00% | 518 | -47 | -8.3% | -$1.92万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $21.35万 | 0.00% | 1,686 | -696 | -29.2% | -$8.82万 | 减仓 |
| FYX | FIRST TR SML CP CORE ALPHA F | $21.41万 | 0.00% | 1,794 | 3 | 0.2% | $358 | 加仓 |
| BPOP | POPULAR INC | $21.43万 | 0.00% | 1,597 | 1,597 | — | $21.43万 | 新建仓 |
| ILMN | ILLUMINA INC | $21.60万 | 0.00% | 1,752 | -356 | -16.9% | -$4.39万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $21.61万 | 0.00% | 1,143 | -268 | -19.0% | -$5.07万 | 减仓 |
| IJS | ISHARES TR | $21.67万 | 0.00% | 1,830 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $21.91万 | 0.00% | 577 | -376 | -39.5% | -$14.28万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $22.11万 | 0.00% | 2,728 | -5 | -0.2% | -$405 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $22.11万 | 0.00% | 4,668 | 4,668 | — | $22.11万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $22.12万 | 0.00% | 101 | -4 | -3.8% | -$8,761 | 减仓 |
| VTRS | VIATRIS INC | $22.20万 | 0.00% | 16,434 | 806 | 5.2% | $1.09万 | 加仓 |