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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ETF TR | $198.05万 | 0.04% | 38,855 | 38,855 | — | $198.05万 | 新建仓 |
| WMB | WILLIAMS COS INC | $196.76万 | 0.04% | 27,035 | -556 | -2.0% | -$4.05万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $195.97万 | 0.04% | 8,247 | 658 | 8.7% | $15.64万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $195.19万 | 0.04% | 23,662 | 562 | 2.4% | $4.64万 | 加仓 |
| EUSA | ISHARES INC | $193.10万 | 0.04% | 18,974 | -247,309 | -92.9% | -$2,516.91万 | 减仓 |
| PLD | PROLOGIS INC. | $191.15万 | 0.03% | 14,461 | 2,010 | 16.1% | $26.57万 | 加仓 |
| NEM | NEWMONT CORP | $191.09万 | 0.03% | 17,653 | 1,060 | 6.4% | $11.47万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $185.33万 | 0.03% | 9,454 | -276 | -2.8% | -$5.41万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $182.84万 | 0.03% | 54,636 | 21 | 0.0% | $703 | 加仓 |
| INTU | INTUIT | $175.78万 | 0.03% | 4,065 | -98 | -2.4% | -$4.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $174.92万 | 0.03% | 24,318 | 519 | 2.2% | $3.73万 | 加仓 |
| IMCG | ISHARES TR | $174.54万 | 0.03% | 22,158 | -293 | -1.3% | -$2.31万 | 减仓 |
| IWR | ISHARES TR | $173.91万 | 0.03% | 17,886 | -2,384 | -11.8% | -$23.18万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $173.61万 | 0.03% | 18,473 | 1,209 | 7.0% | $11.36万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $172.98万 | 0.03% | 43,813 | 982 | 2.3% | $3.88万 | 加仓 |
| DIS | DISNEY WALT CO | $171.42万 | 0.03% | 17,786 | 694 | 4.1% | $6.69万 | 加仓 |
| ETR | ENTERGY CORP NEW | $170.58万 | 0.03% | 15,181 | 1,324 | 9.6% | $14.88万 | 加仓 |
| NVS | NOVARTIS AG | $170.50万 | 0.03% | 11,162 | 710 | 6.8% | $10.85万 | 加仓 |
| ACWX | ISHARES TR | $166.64万 | 0.03% | 24,337 | 145 | 0.6% | $9,928 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $165.63万 | 0.03% | 7,959 | 192 | 2.5% | $4.00万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $164.09万 | 0.03% | 38,611 | -469 | -1.2% | -$1.99万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $162.60万 | 0.03% | 4,738 | -202 | -4.1% | -$6.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $162.29万 | 0.03% | 3,634 | 47 | 1.3% | $2.10万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $161.76万 | 0.03% | 3,509 | -42 | -1.2% | -$1.94万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $161.12万 | 0.03% | 22,972 | -1,241 | -5.1% | -$8.70万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $159.98万 | 0.03% | 36,129 | -6 | -0.0% | -$266 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $159.58万 | 0.03% | 12,174 | 412 | 3.5% | $5.40万 | 加仓 |
| WM | WASTE MGMT INC DEL | $159.50万 | 0.03% | 6,941 | 232 | 3.5% | $5.33万 | 加仓 |
| ALL | ALLSTATE CORP | $159.47万 | 0.03% | 7,691 | -87 | -1.1% | -$1.80万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $159.26万 | 0.03% | 52,215 | 3,236 | 6.6% | $9.87万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $159.12万 | 0.03% | 32,567 | 1,015 | 3.2% | $4.96万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $156.55万 | 0.03% | 15,913 | 1,218 | 8.3% | $11.98万 | 加仓 |
| INTC | INTEL CORP | $156.17万 | 0.03% | 35,389 | 5,372 | 17.9% | $23.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $155.74万 | 0.03% | 27,477 | 3,592 | 15.0% | $20.36万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $155.01万 | 0.03% | 9,856 | 510 | 5.5% | $8.02万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $154.25万 | 0.03% | 7,835 | -701 | -8.2% | -$13.80万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $153.85万 | 0.03% | 8,433 | -508 | -5.7% | -$9.27万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $153.73万 | 0.03% | 25,347 | 9,591 | 60.9% | $58.17万 | 加仓 |
| NFLT | ETFIS SER TR I | $153.68万 | 0.03% | 67,550 | 67,550 | — | $153.68万 | 新建仓 |
| PHYL | PGIM ETF TR | $153.03万 | 0.03% | 44,189 | 44,189 | — | $153.03万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $152.80万 | 0.03% | 5,870 | 622 | 11.9% | $16.19万 | 加仓 |
| — | HONEYWELL INTL INC | $152.13万 | 0.03% | 6,731 | 870 | 14.8% | $19.66万 | 加仓 |
| SHEL | SHELL PLC | $151.83万 | 0.03% | 16,326 | 79 | 0.5% | $7,347 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $146.05万 | 0.03% | 4,466 | 343 | 8.3% | $11.22万 | 加仓 |
| CCL | CARNIVAL CORP | $145.42万 | 0.03% | 56,190 | -1,886 | -3.2% | -$4.88万 | 减仓 |
| ENB | ENBRIDGE INC | $144.68万 | 0.03% | 26,724 | 2,023 | 8.2% | $10.95万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $142.90万 | 0.03% | 11,638 | 1,325 | 12.8% | $16.27万 | 加仓 |
| VV | VANGUARD INDEX FDS | $142.33万 | 0.03% | 4,763 | -182 | -3.7% | -$5.44万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $141.51万 | 0.03% | 57,059 | -13,501 | -19.1% | -$33.48万 | 减仓 |
| IXUS | ISHARES TR | $140.97万 | 0.03% | 16,271 | -587 | -3.5% | -$5.09万 | 减仓 |
| IEV | ISHARES TR | $140.85万 | 0.03% | 20,732 | 2,067 | 11.1% | $14.04万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $140.07万 | 0.03% | 7,082 | 304 | 4.5% | $6.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $139.55万 | 0.03% | 15,576 | 1,760 | 12.7% | $15.77万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $139.15万 | 0.03% | 45,355 | 1,437 | 3.3% | $4.41万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $138.67万 | 0.03% | 47,232 | 3,055 | 6.9% | $8.97万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $138.57万 | 0.03% | 15,011 | 48 | 0.3% | $4,431 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $138.03万 | 0.03% | 328 | -8 | -2.4% | -$3.37万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $137.95万 | 0.03% | 10,380 | -1,315 | -11.2% | -$17.48万 | 减仓 |
| WELL | WELLTOWER INC | $136.24万 | 0.02% | 6,891 | -20 | -0.3% | -$3,954 | 减仓 |
| IGEB | ISHARES TR | $136.08万 | 0.02% | 30,199 | -2,756 | -8.4% | -$12.42万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $135.39万 | 0.02% | 3,923 | 231 | 6.3% | $7.97万 | 加仓 |
| EMR | EMERSON ELEC CO | $134.20万 | 0.02% | 10,243 | -201 | -1.9% | -$2.63万 | 减仓 |
| EMB | ISHARES TR | $133.82万 | 0.02% | 14,246 | -151,111 | -91.4% | -$1,419.42万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $132.69万 | 0.02% | 2,195 | 91 | 4.3% | $5.50万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $130.93万 | 0.02% | 4,085 | -847 | -17.2% | -$27.15万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $130.01万 | 0.02% | 4,276 | 442 | 11.5% | $13.44万 | 加仓 |
| QCOM | QUALCOMM INC | $129.85万 | 0.02% | 10,083 | -2,226 | -18.1% | -$28.67万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $129.73万 | 0.02% | 3,323 | 261 | 8.5% | $10.19万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $129.15万 | 0.02% | 5,604 | 378 | 7.2% | $8.71万 | 加仓 |
| NOW | SERVICENOW INC | $128.95万 | 0.02% | 12,334 | 2,802 | 29.4% | $29.29万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $128.43万 | 0.02% | 21,965 | 868 | 4.1% | $5.08万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $127.75万 | 0.02% | 6,288 | -358 | -5.4% | -$7.27万 | 减仓 |
| TFC | TRUIST FINL CORP | $127.72万 | 0.02% | 27,784 | 1,583 | 6.0% | $7.28万 | 加仓 |
| IYF | ISHARES TR | $127.54万 | 0.02% | 10,840 | -815,979 | -98.7% | -$9,600.78万 | 减仓 |
| AOA | ISHARES TR | $127.13万 | 0.02% | 14,366 | -9 | -0.1% | -$796 | 减仓 |
| SYK | STRYKER CORPORATION | $127.08万 | 0.02% | 3,867 | -464 | -10.7% | -$15.25万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $125.21万 | 0.02% | 6,315 | 806 | 14.6% | $15.98万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $122.95万 | 0.02% | 20,916 | 1,163 | 5.9% | $6.84万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $122.59万 | 0.02% | 9,771 | 206 | 2.2% | $2.58万 | 加仓 |
| GM | GENERAL MTRS CO | $121.55万 | 0.02% | 16,316 | 1,607 | 10.9% | $11.97万 | 加仓 |
| VLO | VALERO ENERGY CORP | $119.84万 | 0.02% | 4,850 | -425 | -8.1% | -$10.50万 | 减仓 |
| BX | BLACKSTONE INC | $119.60万 | 0.02% | 10,401 | -1,739 | -14.3% | -$20.00万 | 减仓 |
| DBEF | DBX ETF TR | $119.07万 | 0.02% | 24,104 | 1,103 | 4.8% | $5.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $117.31万 | 0.02% | 15,930 | -17,468,798 | -99.9% | -$12.86亿 | 减仓 |
| PSX | PHILLIPS 66 | $117.18万 | 0.02% | 6,432 | 198 | 3.2% | $3.61万 | 加仓 |
| TTE | TOTALENERGIES SE | $117.11万 | 0.02% | 12,872 | 12,872 | — | $117.11万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $116.10万 | 0.02% | 32,788 | 2,703 | 9.0% | $9.57万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $116.06万 | 0.02% | 10,352 | 235 | 2.3% | $2.63万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $116.04万 | 0.02% | 15,953 | 1,164 | 7.9% | $8.47万 | 加仓 |
| ROST | ROSS STORES INC | $115.86万 | 0.02% | 5,348 | 694 | 14.9% | $15.04万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $115.24万 | 0.02% | 9,715 | 805 | 9.0% | $9.55万 | 加仓 |
| MCK | MCKESSON CORP | $115.09万 | 0.02% | 1,330 | 9 | 0.7% | $7,788 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $113.68万 | 0.02% | 4,091 | -519 | -11.3% | -$14.42万 | 减仓 |
| DSI | ISHARES TR | $113.25万 | 0.02% | 9,345 | -755 | -7.5% | -$9.15万 | 减仓 |
| CVS | CVS HEALTH CORP | $112.87万 | 0.02% | 15,716 | 198 | 1.3% | $1.42万 | 加仓 |
| TMUS | T-MOBILE US INC | $112.31万 | 0.02% | 5,347 | 172 | 3.3% | $3.61万 | 加仓 |
| DG | DOLLAR GEN CORP | $110.92万 | 0.02% | 9,342 | 249 | 2.7% | $2.96万 | 加仓 |
| PGR | PROGRESSIVE CORP | $110.74万 | 0.02% | 5,586 | 236 | 4.4% | $4.68万 | 加仓 |
| RY | ROYAL BK CDA | $109.86万 | 0.02% | 6,791 | 434 | 6.8% | $7.02万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $109.67万 | 0.02% | 14,222 | 10,254 | 258.4% | $79.07万 | 加仓 |