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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $633.67万 | 0.12% | 18,010 | 2,285 | 14.5% | $80.40万 | 加仓 |
| INTF | ISHARES TR | $601.42万 | 0.11% | 154,370 | -34,450 | -18.2% | -$134.22万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $585.02万 | 0.11% | 102,054 | 102,054 | — | $585.02万 | 新建仓 |
| KO | COCA COLA CO | $571.38万 | 0.10% | 75,132 | -834 | -1.1% | -$6.34万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $564.55万 | 0.10% | 164,065 | 25,241 | 18.2% | $86.85万 | 加仓 |
| BAC | BANK AMERICA CORP | $543.82万 | 0.10% | 111,553 | -4,970 | -4.3% | -$24.23万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $533.10万 | 0.10% | 10,669 | -132 | -1.2% | -$6.60万 | 减仓 |
| NFLX | NETFLIX INC | $530.88万 | 0.10% | 55,214 | 4,841 | 9.6% | $46.55万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $513.90万 | 0.09% | 233,694 | -7,698 | -3.2% | -$16.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $509.90万 | 0.09% | 25,065 | -216 | -0.9% | -$4.39万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $505.91万 | 0.09% | 10,690 | 163 | 1.5% | $7.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $505.14万 | 0.09% | 76,548 | 3,451 | 4.7% | $22.77万 | 加仓 |
| GEV | GE VERNOVA INC | $502.85万 | 0.09% | 5,761 | 22 | 0.4% | $1.92万 | 加仓 |
| IEF | ISHARES TR | $496.46万 | 0.09% | 52,018 | 8,375 | 19.2% | $79.93万 | 加仓 |
| ADI | ANALOG DEVICES INC | $490.71万 | 0.09% | 15,424 | 1,431 | 10.2% | $45.53万 | 加仓 |
| SO | SOUTHERN CO | $489.70万 | 0.09% | 50,736 | 44 | 0.1% | $4,247 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $476.97万 | 0.09% | 95,013 | 8,929 | 10.4% | $44.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $474.85万 | 0.09% | 14,055 | 1,552 | 12.4% | $52.43万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $472.23万 | 0.09% | 32,694 | -6,086 | -15.7% | -$87.91万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $466.07万 | 0.08% | 35,594 | 845 | 2.4% | $11.06万 | 加仓 |
| CSCO | CISCO SYS INC | $464.10万 | 0.08% | 59,815 | 730 | 1.2% | $5.66万 | 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 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $447.64万 | 0.08% | 105,227 | 3,321 | 3.3% | $14.13万 | 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 |
| IVLU | ISHARES TR | $440.02万 | 0.08% | 110,892 | 1,884 | 1.7% | $7.48万 | 加仓 |
| SDY | SPDR SER TR | $438.64万 | 0.08% | 30,056 | 38 | 0.1% | $5,546 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $435.55万 | 0.08% | 10,036 | -575 | -5.4% | -$24.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $435.44万 | 0.08% | 29,767 | 526 | 1.8% | $7.69万 | 加仓 |
| ESGU | ISHARES TR | $433.27万 | 0.08% | 30,637 | 337 | 1.1% | $4.77万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $426.73万 | 0.08% | 127,880 | -72,958 | -36.3% | -$243.46万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $425.92万 | 0.08% | 15,009 | 301 | 2.0% | $8.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $423.66万 | 0.08% | 45,613 | 3,452 | 8.2% | $32.06万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $417.30万 | 0.08% | 108,032 | -11,339 | -9.5% | -$43.80万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $402.84万 | 0.07% | 50,602 | 6,317 | 14.3% | $50.29万 | 加仓 |
| CB | CHUBB LIMITED | $384.66万 | 0.07% | 11,802 | 7 | 0.1% | $2,281 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $378.51万 | 0.07% | 17,600 | -1,239 | -6.6% | -$26.65万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $376.88万 | 0.07% | 73,927 | 19,325 | 35.4% | $98.52万 | 加仓 |
| AMAT | APPLIED MATLS INC | $372.88万 | 0.07% | 10,910 | 1,493 | 15.9% | $51.03万 | 加仓 |
| MS | MORGAN STANLEY | $368.30万 | 0.07% | 22,380 | 886 | 4.1% | $14.58万 | 加仓 |
| T | AT&T INC | $362.48万 | 0.07% | 125,035 | 6,801 | 5.8% | $19.72万 | 加仓 |
| IWM | ISHARES TR | $362.46万 | 0.07% | 14,615 | 368 | 2.6% | $9.13万 | 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 |
| UNP | UNION PAC CORP | $358.98万 | 0.07% | 14,796 | 1,979 | 15.4% | $48.01万 | 加仓 |
| C | CITIGROUP INC | $352.94万 | 0.06% | 31,121 | 1,799 | 6.1% | $20.40万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $338.71万 | 0.06% | 24,488 | 2,906 | 13.5% | $40.20万 | 加仓 |
| FDX | FEDEX CORP | $336.36万 | 0.06% | 9,443 | 6,064 | 179.5% | $216.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $335.42万 | 0.06% | 24,067 | 1,122 | 4.9% | $15.64万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $327.47万 | 0.06% | 100,884 | -1,351 | -1.3% | -$4.39万 | 减仓 |
| USHY | ISHARES TR | $326.97万 | 0.06% | 88,754 | -5,559 | -5.9% | -$20.48万 | 减仓 |
| ORCL | ORACLE CORP | $323.00万 | 0.06% | 21,956 | 1,122 | 5.4% | $16.51万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $320.87万 | 0.06% | 15,808 | 2,481 | 18.6% | $50.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $318.04万 | 0.06% | 14,885 | 1,099 | 8.0% | $23.48万 | 加仓 |
| CRM | SALESFORCE INC | $317.21万 | 0.06% | 16,993 | 128 | 0.8% | $2.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $314.77万 | 0.06% | 36,327 | 4,410 | 13.8% | $38.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $311.59万 | 0.06% | 7,477 | -1,236 | -14.2% | -$51.51万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $310.79万 | 0.06% | 41,862 | 41,862 | — | $310.79万 | 新建仓 |
| LIN | LINDE PLC | $309.62万 | 0.06% | 6,245 | 1,171 | 23.1% | $58.06万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $302.89万 | 0.06% | 60,529 | -26,669 | -30.6% | -$133.45万 | 减仓 |
| BIL | SPDR SERIES TRUST | $301.80万 | 0.06% | 32,934 | -12,618 | -27.7% | -$115.63万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $299.81万 | 0.05% | 22,895 | 420 | 1.9% | $5.50万 | 加仓 |
| KLAC | KLA CORP | $297.98万 | 0.05% | 2,024 | 247 | 13.9% | $36.36万 | 加仓 |
| SMMV | ISHARES TR | $289.21万 | 0.05% | 66,306 | -4,922 | -6.9% | -$21.47万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.05% | 4 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $287.12万 | 0.05% | 6,573 | 226 | 3.6% | $9.87万 | 加仓 |
| DE | DEERE & CO | $284.85万 | 0.05% | 5,057 | 2 | 0.0% | $1,127 | 加仓 |
| CMI | CUMMINS INC | $284.67万 | 0.05% | 5,291 | 110 | 2.1% | $5.92万 | 加仓 |
| PEP | PEPSICO INC | $279.95万 | 0.05% | 18,028 | 1,444 | 8.7% | $22.42万 | 加仓 |
| HYG | ISHARES TR | $272.57万 | 0.05% | 34,260 | 30,417 | 791.5% | $241.99万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $270.98万 | 0.05% | 9,442 | 4,809 | 103.8% | $138.02万 | 加仓 |
| APH | AMPHENOL CORP NEW | $267.59万 | 0.05% | 21,179 | -151 | -0.7% | -$1.91万 | 减仓 |
| ABT | ABBOTT LABS | $266.96万 | 0.05% | 26,002 | -6,567 | -20.2% | -$67.42万 | 减仓 |
| LOW | LOWES COS INC | $264.29万 | 0.05% | 11,186 | 1,351 | 13.7% | $31.92万 | 加仓 |
| ASML | ASML HOLDING N V | $260.30万 | 0.05% | 1,971 | 247 | 14.3% | $32.62万 | 加仓 |
| HDV | ISHARES TR | $260.14万 | 0.05% | 19,168 | -145 | -0.8% | -$1.97万 | 减仓 |
| O | REALTY INCOME CORP | $256.17万 | 0.05% | 41,871 | 3,004 | 7.7% | $18.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $255.90万 | 0.05% | 9,457 | -1,807 | -16.0% | -$48.90万 | 减仓 |
| TXN | TEXAS INSTRS INC | $255.67万 | 0.05% | 13,169 | 2,339 | 21.6% | $45.41万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $237.15万 | 0.04% | 58,598 | 58,598 | — | $237.15万 | 新建仓 |
| QDVO | AMPLIFY ETF TR | $236.79万 | 0.04% | 88,850 | 88,850 | — | $236.79万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $231.45万 | 0.04% | 2,585 | 214 | 9.0% | $19.16万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $230.30万 | 0.04% | 8,369 | 567 | 7.3% | $15.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $223.63万 | 0.04% | 15,100 | -118 | -0.8% | -$1.75万 | 减仓 |
| SPGI | S&P GLOBAL INC | $219.63万 | 0.04% | 5,164 | -651 | -11.2% | -$27.69万 | 减仓 |
| PFE | PFIZER INC | $219.17万 | 0.04% | 78,052 | 13,443 | 20.8% | $37.75万 | 加仓 |
| BA | BOEING CO | $218.28万 | 0.04% | 10,967 | -216 | -1.9% | -$4.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $216.02万 | 0.04% | 4,395 | -507 | -10.3% | -$24.92万 | 减仓 |
| COWZ | PACER FDS TR | $216.00万 | 0.04% | 34,527 | -5,937 | -14.7% | -$37.14万 | 减仓 |
| GLW | CORNING INC | $215.91万 | 0.04% | 15,879 | -709 | -4.3% | -$9.64万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $215.58万 | 0.04% | 75,090 | 23,505 | 45.6% | $67.48万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $214.78万 | 0.04% | 31,753 | -9 | -0.0% | -$609 | 减仓 |
| VB | VANGUARD INDEX FDS | $213.52万 | 0.04% | 8,152 | 1,014 | 14.2% | $26.56万 | 加仓 |
| EFA | ISHARES TR | $212.14万 | 0.04% | 21,841 | 926 | 4.4% | $8.99万 | 加仓 |
| BLK | BLACKROCK INC | $211.96万 | 0.04% | 2,204 | -281 | -11.3% | -$27.02万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $210.10万 | 0.04% | 3,080 | 31 | 1.0% | $2.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $207.11万 | 0.04% | 15,690 | 3,955 | 33.7% | $52.21万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $205.84万 | 0.04% | 57,337 | 5,910 | 11.5% | $21.22万 | 加仓 |
| VGT | VANGUARD WORLD FDS | $204.88万 | 0.04% | 2,936 | -452 | -13.3% | -$31.54万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $203.18万 | 0.04% | 6,995 | 752 | 12.0% | $21.84万 | 加仓 |
| USB | US BANCORP DEL | $200.59万 | 0.04% | 38,568 | 4,977 | 14.8% | $25.89万 | 加仓 |
| AZN | ASTRAZENECA PLC | $198.70万 | 0.04% | 10,075 | 10,075 | — | $198.70万 | 新建仓 |