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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $73.99万 | 0.01% | 1,859 | -187 | -9.1% | -$7.44万 | 减仓 |
| SNDK | SANDISK CORP | $73.76万 | 0.01% | 1,161 | 1,161 | — | $73.76万 | 新建仓 |
| BP | BP PLC | $73.50万 | 0.01% | 15,638 | 2,609 | 20.0% | $12.26万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $72.85万 | 0.01% | 2,831 | -126 | -4.3% | -$3.24万 | 减仓 |
| COR | CENCORA INC | $72.30万 | 0.01% | 2,301 | -39 | -1.7% | -$1.23万 | 减仓 |
| CI | THE CIGNA GROUP | $72.13万 | 0.01% | 2,704 | -120 | -4.2% | -$3.20万 | 减仓 |
| DHI | D R HORTON INC | $71.35万 | 0.01% | 5,199 | 493 | 10.5% | $6.77万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $71.22万 | 0.01% | 2,013 | 1,385 | 220.5% | $49.00万 | 加仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $70.73万 | 0.01% | 10,359 | -665 | -6.0% | -$4.54万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $70.63万 | 0.01% | 8,200 | 8,200 | — | $70.63万 | 新建仓 |
| KKR | KKR & CO INC | $70.63万 | 0.01% | 7,635 | 317 | 4.3% | $2.93万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $69.97万 | 0.01% | 31,774 | 31,774 | — | $69.97万 | 新建仓 |
| URI | UNITED RENTALS INC | $69.96万 | 0.01% | 960 | -32 | -3.2% | -$2.33万 | 减仓 |
| SRE | SEMPRA | $69.95万 | 0.01% | 7,199 | 198 | 2.8% | $1.92万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $69.87万 | 0.01% | 19,632 | -2,256 | -10.3% | -$8.03万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $69.80万 | 0.01% | 7,480 | 914 | 13.9% | $8.53万 | 加仓 |
| AON | AON PLC | $69.14万 | 0.01% | 2,142 | 358 | 20.1% | $11.56万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $69.07万 | 0.01% | 3,504 | 37 | 1.1% | $7,294 | 加仓 |
| ESGE | ISHARES INC | $68.98万 | 0.01% | 15,170 | -1,508 | -9.0% | -$6.86万 | 减仓 |
| NUE | NUCOR CORP | $68.47万 | 0.01% | 4,049 | 318 | 8.5% | $5.38万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $68.45万 | 0.01% | 3,275 | -174 | -5.0% | -$3.64万 | 减仓 |
| MELI | MERCADOLIBRE INC | $68.19万 | 0.01% | 394 | -107 | -21.4% | -$18.52万 | 减仓 |
| AZO | AUTOZONE INC | $67.89万 | 0.01% | 201 | -18 | -8.2% | -$6.08万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $67.71万 | 0.01% | 21,449 | 980 | 4.8% | $3.09万 | 加仓 |
| AME | AMETEK INC | $67.41万 | 0.01% | 3,145 | 432 | 15.9% | $9.26万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $67.29万 | 0.01% | 11,674 | 2,064 | 21.5% | $11.90万 | 加仓 |
| STT | STATE STR CORP | $66.81万 | 0.01% | 5,279 | 1,329 | 33.6% | $16.82万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $66.64万 | 0.01% | 4,545 | -259 | -5.4% | -$3.80万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $66.23万 | 0.01% | 20,691 | -1,305 | -5.9% | -$4.18万 | 减仓 |
| OKE | ONEOK INC NEW | $65.98万 | 0.01% | 7,299 | 707 | 10.7% | $6.39万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $65.77万 | 0.01% | 8,134 | 70 | 0.9% | $5,660 | 加仓 |
| SONY | SONY GROUP CORP | $65.76万 | 0.01% | 31,766 | -12,662 | -28.5% | -$26.21万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $65.58万 | 0.01% | 11,812 | 6,527 | 123.5% | $36.24万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $65.09万 | 0.01% | 22,070 | -1,282 | -5.5% | -$3.78万 | 减仓 |
| IHI | ISHARES TR | $64.89万 | 0.01% | 12,163 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $64.00万 | 0.01% | 4,725 | -170 | -3.5% | -$2.30万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $63.88万 | 0.01% | 2,767 | 352 | 14.6% | $8.13万 | 加仓 |
| XEL | XCEL ENERGY INC | $63.23万 | 0.01% | 7,959 | -403 | -4.8% | -$3.20万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $62.98万 | 0.01% | 33,681 | 438 | 1.3% | $8,191 | 加仓 |
| TER | TERADYNE INC | $62.08万 | 0.01% | 2,094 | 149 | 7.7% | $4.42万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $61.90万 | 0.01% | 566 | 59 | 11.6% | $6.45万 | 加仓 |
| EXC | EXELON CORP | $61.84万 | 0.01% | 12,616 | -31 | -0.2% | -$1,520 | 减仓 |
| CASY | CASEYS GEN STORES INC | $61.47万 | 0.01% | 845 | -107 | -11.2% | -$7.78万 | 减仓 |
| IXG | ISHARES TR | $61.12万 | 0.01% | 5,361 | 5,361 | — | $61.12万 | 新建仓 |
| IGRO | ISHARES TR | $61.11万 | 0.01% | 7,295 | 7,295 | — | $61.11万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $61.07万 | 0.01% | 3,389 | 1,054 | 45.1% | $18.99万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $60.97万 | 0.01% | 4,509 | 502 | 12.5% | $6.79万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $60.83万 | 0.01% | 1,369 | 73 | 5.6% | $3.24万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $60.50万 | 0.01% | 3,318 | -585 | -15.0% | -$10.67万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $60.49万 | 0.01% | 38,628 | 6,053 | 18.6% | $9.48万 | 加仓 |
| CRH | CRH PLC | $59.58万 | 0.01% | 5,668 | -324 | -5.4% | -$3.41万 | 减仓 |
| SUB | ISHARES TR | $59.55万 | 0.01% | 5,591 | -13,819 | -71.2% | -$147.18万 | 减仓 |
| NGG | NATIONAL GRID PLC | $59.32万 | 0.01% | 7,012 | -118 | -1.7% | -$9,983 | 减仓 |
| CIEN | CIENA CORP | $59.32万 | 0.01% | 1,528 | 580 | 61.2% | $22.52万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $59.08万 | 0.01% | 6,048 | -863 | -12.5% | -$8.43万 | 减仓 |
| UBS | UBS GROUP AG | $58.76万 | 0.01% | 15,040 | -853 | -5.4% | -$3.33万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $58.63万 | 0.01% | 29,685 | 1,227 | 4.3% | $2.42万 | 加仓 |
| URTH | ISHARES INC | $58.34万 | 0.01% | 3,241 | -187 | -5.5% | -$3.37万 | 减仓 |
| MOAT | VANECK ETF TRUST | $58.21万 | 0.01% | 6,020 | 2,423 | 67.4% | $23.43万 | 加仓 |
| DOV | DOVER CORP | $58.05万 | 0.01% | 2,785 | 207 | 8.0% | $4.31万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $57.80万 | 0.01% | 2,478 | 40 | 1.6% | $9,331 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $57.63万 | 0.01% | 23,744 | 153 | 0.6% | $3,713 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $57.59万 | 0.01% | 11,357 | 128 | 1.1% | $6,491 | 加仓 |
| IGSB | ISHARES TR | $56.99万 | 0.01% | 10,844 | 2,183 | 25.2% | $11.47万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $56.97万 | 0.01% | 2,915 | 1,220 | 72.0% | $23.84万 | 加仓 |
| UL | UNILEVER PLC | $56.61万 | 0.01% | 9,937 | -743 | -7.0% | -$4.23万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $56.44万 | 0.01% | 10,022 | 601 | 6.4% | $3.38万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $56.03万 | 0.01% | 7,824 | 596 | 8.2% | $4.27万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $55.71万 | 0.01% | 12,061 | 3,885 | 47.5% | $17.94万 | 加仓 |
| HAL | HALLIBURTON CO | $55.70万 | 0.01% | 14,285 | 4,735 | 49.6% | $18.46万 | 加仓 |
| CTAS | CINTAS CORP | $55.51万 | 0.01% | 3,282 | 20 | 0.6% | $3,382 | 加仓 |
| GSK | GSK PLC | $55.34万 | 0.01% | 10,028 | -1,002 | -9.1% | -$5.53万 | 减仓 |
| MET | METLIFE INC | $54.98万 | 0.01% | 7,774 | 107 | 1.4% | $7,567 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $54.56万 | 0.01% | 5,604 | 591 | 11.8% | $5.75万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $54.56万 | 0.01% | 927 | 20 | 2.2% | $1.18万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $54.18万 | 0.01% | 11,961 | -2,286 | -16.0% | -$10.36万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $54.09万 | 0.01% | 11,100 | -473 | -4.1% | -$2.30万 | 减仓 |
| IJK | ISHARES TR | $54.03万 | 0.01% | 5,370 | 3 | 0.1% | $302 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $53.61万 | 0.01% | 13,489 | 1,535 | 12.8% | $6.10万 | 加仓 |
| TRGP | TARGA RES CORP | $53.32万 | 0.01% | 2,126 | 289 | 15.7% | $7.25万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $53.22万 | 0.01% | 2,457 | 432 | 21.3% | $9.36万 | 加仓 |
| DXCM | DEXCOM INC | $53.10万 | 0.01% | 8,455 | -1,853 | -18.0% | -$11.64万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $52.48万 | 0.01% | 16,380 | 16,380 | — | $52.48万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $52.48万 | 0.01% | 19,985 | 3,421 | 20.7% | $8.98万 | 加仓 |
| BCS | BARCLAYS PLC | $52.33万 | 0.01% | 24,731 | -853 | -3.3% | -$1.80万 | 减仓 |
| ING | ING GROEP N.V. | $52.28万 | 0.01% | 20,068 | 2,054 | 11.4% | $5.35万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $52.26万 | 0.01% | 4,691 | -307 | -6.1% | -$3.42万 | 减仓 |
| VMC | VULCAN MATLS CO | $51.99万 | 0.01% | 1,909 | -63 | -3.2% | -$1.72万 | 减仓 |
| VLUE | ISHARES TR | $51.81万 | 0.01% | 3,644 | 2,051 | 128.8% | $29.16万 | 加仓 |
| IDXX | IDEXX LABS INC | $51.47万 | 0.01% | 916 | -93 | -9.2% | -$5.23万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $51.36万 | 0.01% | 11,054 | 3,669 | 49.7% | $17.05万 | 加仓 |
| SAP | SAP SE | $51.14万 | 0.01% | 2,987 | -80 | -2.6% | -$1.37万 | 减仓 |
| EVUS | ISHARES TR | $50.94万 | 0.01% | 16,003 | -1,719 | -9.7% | -$5.47万 | 减仓 |
| CCI | CROWN CASTLE INC | $50.82万 | 0.01% | 6,250 | 61 | 1.0% | $4,960 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $50.64万 | 0.01% | 8,444 | 1,068 | 14.5% | $6.40万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $50.25万 | 0.01% | 2,313 | 429 | 22.8% | $9.32万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $50.07万 | 0.01% | 6,619 | 6,619 | — | $50.07万 | 新建仓 |
| SYY | SYSCO CORP | $50.01万 | 0.01% | 7,011 | 33 | 0.5% | $2,354 | 加仓 |
| USFD | US FOODS HLDG CORP | $49.97万 | 0.01% | 5,419 | 562 | 11.6% | $5.18万 | 加仓 |
| RMD | RESMED INC | $49.45万 | 0.01% | 2,203 | -66 | -2.9% | -$1.48万 | 减仓 |