13F 机构持仓

SAGESPRING WEALTH PARTNERS, LLC

FRANKLIN TN · SEC CIK 0002056425

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$65.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DYNF 6.8%
JAVA 6.3%
FBCG 5.3%
VOO 4.9%
BAI 4.3%
IVV 4.2%
PWRD 3.3%
ABFL 2.6%
BINC 2.5%
EFV 2.4%

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
FLQL FRANKLIN TEMPLETON ETF TR $225.30万0.03%28,782 -2,971-9.4% -$23.26万 减仓
BALT INNOVATOR ETFS TRUST $224.77万0.03%65,588 10,95220.0% $37.53万 加仓
PEP PEPSICO INC $220.50万0.03%16,285 -1,743-9.7% -$23.60万 减仓
VFLO VICTORY PORTFOLIOS II $218.73万0.03%47,810 3,9979.1% $18.29万 加仓
IMCG ISHARES TR $218.01万0.03%22,178 200.1% $1,966 加仓
ANET ARISTA NETWORKS INC $217.94万0.03%12,829 1,19110.2% $20.23万 加仓
SPGI S&P GLOBAL INC $216.30万0.03%5,311 1472.8% $5.99万 加仓
PLD PROLOGIS INC. $216.16万0.03%15,957 1,49610.3% $20.27万 加仓
NXPI NXP SEMICONDUCTORS N V $214.30万0.03%7,625 -210-2.7% -$5.90万 减仓
IWR ISHARES TR $212.36万0.03%19,249 1,3637.6% $15.04万 加仓
APD AIR PRODS & CHEMS INC $206.09万0.03%7,030 350.5% $1.03万 加仓
COWZ PACER FDS TR $204.97万0.03%32,953 -1,574-4.6% -$9.79万 减仓
PNC PNC FINL SVCS GROUP INC $204.47万0.03%8,304 3454.3% $8.49万 加仓
DRI DARDEN RESTAURANTS INC $203.44万0.03%9,875 4214.5% $8.67万 加仓
— PGIM ETF TR $202.44万0.03%39,771 9162.4% $4.66万 加仓
BLK BLACKROCK INC $201.08万0.03%2,091 -113-5.1% -$10.87万 减仓
DELL DELL TECHNOLOGIES INC $200.39万0.03%4,645 -93-2.0% -$4.01万 减仓
LOW LOWES COS INC $199.07万0.03%9,029 -2,157-19.3% -$47.56万 减仓
WMB WILLIAMS COS INC $197.90万0.03%26,621 -414-1.5% -$3.08万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $195.49万0.03%55,475 3,2606.2% $11.49万 加仓
TMO THERMO FISHER SCIENTIFIC INC $192.37万0.03%3,837 -558-12.7% -$27.98万 减仓
SPMO INVESCO EXCH TRADED FD TR II $192.14万0.03%11,895 1,54314.9% $24.92万 加仓
XLK SELECT SECTOR SPDR TR $188.72万0.03%9,906 -474-4.6% -$9.03万 减仓
JVAL J P MORGAN EXCHANGE TRADED F $188.54万0.03%32,152 -415-1.3% -$2.43万 减仓
DIS DISNEY WALT CO $188.54万0.03%19,588 1,80210.1% $17.34万 加仓
ACWX ISHARES TR $188.33万0.03%24,745 4081.7% $3.11万 加仓
ALL ALLSTATE CORP $186.57万0.03%7,841 1502.0% $3.57万 加仓
CVS CVS HEALTH CORP $185.94万0.03%17,974 2,25814.4% $23.36万 加仓
QCOM QUALCOMM INC $185.91万0.03%10,061 -22-0.2% -$4,065 减仓
LCTU BLACKROCK ETF TRUST $183.62万0.03%22,907 -65-0.3% -$5,210 减仓
ETR ENTERGY CORP NEW $183.30万0.03%15,959 7785.1% $8.94万 加仓
UPS UNITED PARCEL SERVICE INC $176.62万0.03%16,430 5173.2% $5.56万 加仓
MAR MARRIOTT INTL INC NEW $173.08万0.03%4,670 2044.6% $7.56万 加仓
ABT ABBOTT LABS $172.21万0.03%18,978 -7,024-27.0% -$63.74万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $171.84万0.03%45,874 24,425113.9% $91.50万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $171.05万0.03%36,106 -23-0.1% -$1,090 减仓
NEM NEWMONT CORP $169.95万0.03%18,196 5433.1% $5.07万 加仓
COF CAPITAL ONE FINL CORP $169.76万0.03%8,462 290.3% $5,818 加仓
VRTX VERTEX PHARMACEUTICALS INC $167.98万0.03%3,382 -252-6.9% -$12.52万 减仓
BKNG BOOKING HOLDINGS INC $167.39万0.03%9,391 1,19114.5% $21.23万 加仓
GD GENERAL DYNAMICS CORP $166.73万0.03%4,707 -31-0.7% -$1.10万 减仓
WELL WELLTOWER INC $166.56万0.03%7,338 4476.5% $10.15万 加仓
AEP AMERICAN ELEC PWR CO INC $166.32万0.03%12,157 -17-0.1% -$2,326 减仓
NVS NOVARTIS AG $165.97万0.03%10,590 -572-5.1% -$8.96万 减仓
ADP AUTOMATIC DATA PROCESSING INC $164.50万0.03%7,345 1,05716.8% $23.67万 加仓
FTNT FORTINET INC $163.73万0.03%10,658 5205.1% $7.99万 加仓
WM WASTE MGMT INC DEL $163.58万0.03%7,339 3985.7% $8.87万 加仓
CDNS CADENCE DESIGN SYSTEM INC $163.49万0.03%4,356 2656.5% $9.95万 加仓
AZN ASTRAZENECA PLC $163.38万0.03%8,616 -1,459-14.5% -$27.67万 减仓
MEAR ISHARES U S ETF TR $162.84万0.03%32,323 26,326439.0% $132.63万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $162.16万0.02%28,712 1,2354.5% $6.98万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $160.96万0.02%48,819 1,5873.4% $5.23万 加仓
BMY BRISTOL-MYERS SQUIBB CO $160.59万0.02%27,871 2,52410.0% $14.54万 加仓
SBUX STARBUCKS CORP $159.70万0.02%15,628 520.3% $5,314 加仓
COP CONOCOPHILLIPS $159.57万0.02%15,350 -340-2.2% -$3.53万 减仓
TAFM AB ACTIVE ETFS INC $159.48万0.02%62,103 30,12394.2% $77.36万 加仓
UBER UBER TECHNOLOGIES INC $159.15万0.02%22,055 -2,263-9.3% -$16.33万 减仓
CCL CARNIVAL CORP LTD $158.68万0.02%55,542 55,542— $158.68万 新建仓
NFLT ETFIS SER TR I $157.00万0.02%68,411 8611.3% $1.98万 加仓
BNY BANK NEW YORK MELLON CORP $156.44万0.02%10,818 1,10311.4% $15.95万 加仓
PHYL PGIM ETF TR $156.15万0.02%44,769 5801.3% $2.02万 加仓
VV VANGUARD INDEX FDS $155.25万0.02%4,514 -249-5.2% -$8.56万 减仓
PDEC INNOVATOR ETFS TRUST $153.72万0.02%33,497 -5,114-13.2% -$23.47万 减仓
RSP INVESCO EXCHANGE TRADED FD T $151.93万0.02%7,140 1,57528.3% $33.51万 加仓
IXUS ISHARES TR $151.66万0.02%15,891 -380-2.3% -$3.63万 减仓
SCHD SCHWAB STRATEGIC TR $150.80万0.02%47,556 2,2014.9% $6.98万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.02%2 -2-50.0% -$149.77万 减仓
NOC NORTHROP GRUMMAN CORP $149.28万0.02%2,931 -149-4.8% -$7.59万 减仓
HWM HOWMET AEROSPACE INC $147.55万0.02%5,488 -116-2.1% -$3.12万 减仓
HLT HILTON WORLDWIDE HLDGS INC $147.37万0.02%4,459 1834.3% $6.05万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $146.37万0.02%36,989 24,928206.7% $98.64万 加仓
IEV ISHARES TR $145.67万0.02%19,996 -736-3.6% -$5.36万 减仓
PFE PFIZER INC $145.28万0.02%60,332 -17,720-22.7% -$42.67万 减仓
EQIX EQUINIX INC $144.18万0.02%1,383 39339.7% $40.97万 加仓
DBEF DBX ETF TR $143.53万0.02%26,274 2,1709.0% $11.85万 加仓
BX BLACKSTONE INC $143.52万0.02%12,197 1,79617.3% $21.13万 加仓
SHW SHERWIN WILLIAMS CO $142.86万0.02%4,149 641.6% $2.20万 加仓
PGR PROGRESSIVE CORP $142.77万0.02%6,536 95017.0% $20.75万 加仓
RY ROYAL BK CDA $141.35万0.02%6,829 380.6% $7,865 加仓
BTI BRITISH AMERN TOB PLC $141.32万0.02%22,882 9174.2% $5.66万 加仓
IGEB ISHARES TR $139.91万0.02%31,016 8172.7% $3.69万 加仓
AOA ISHARES TR $138.21万0.02%14,161 -205-1.4% -$2.00万 减仓
TMUS T-MOBILE US INC $138.14万0.02%8,236 2,88954.0% $48.46万 加仓
HYMB SPDR SERIES TRUST $138.10万0.02%54,284 -2,775-4.9% -$7.06万 减仓
ENB ENBRIDGE INC $137.77万0.02%25,414 -1,310-4.9% -$7.10万 减仓
SFLR INNOVATOR ETFS TRUST $136.84万0.02%35,469 2,6818.2% $10.34万 加仓
SCHW SCHWAB CHARLES CORP $135.92万0.02%14,731 -3,742-20.3% -$34.53万 减仓
BHP BHP BILLITON LIMITED $135.36万0.02%16,247 2941.8% $2.45万 加仓
CL COLGATE PALMOLIVE CO $133.82万0.02%14,597 2,27018.4% $20.81万 加仓
ITW ILLINOIS TOOL WKS INC $133.55万0.02%4,938 -932-15.9% -$25.21万 减仓
DSI ISHARES TR $133.34万0.02%9,364 190.2% $2,705 加仓
GM GENERAL MTRS CO $132.82万0.02%17,231 9155.6% $7.05万 加仓
TFC TRUIST FINL CORP $132.58万0.02%26,612 -1,172-4.2% -$5.84万 减仓
VLO VALERO ENERGY CORP $131.99万0.02%5,068 2184.5% $5.68万 加仓
BND VANGUARD BD INDEX FDS $129.55万0.02%17,648 1,71810.8% $12.61万 加仓
EMR EMERSON ELEC CO $128.78万0.02%8,996 -1,247-12.2% -$17.85万 减仓
URI UNITED RENTALS INC $128.62万0.02%1,135 17518.2% $19.83万 加仓
VBK VANGUARD INDEX FDS $125.43万0.02%3,430 -11-0.3% -$4,023 减仓
TRV TRAVELERS COMPANIES INC $125.11万0.02%3,790 2878.2% $9.47万 加仓
PWR QUANTA SVCS INC $124.93万0.02%1,735 573.4% $4.10万 加仓