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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $49.34万 | 0.01% | 25,564 | 642 | 2.6% | $1.24万 | 加仓 |
| FIX | COMFORT SYS USA INC | $49.18万 | 0.01% | 357 | 11 | 3.2% | $1.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.77万 | 0.01% | 9,024 | 3,867 | 75.0% | $20.90万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $48.75万 | 0.01% | 9,688 | 3,796 | 64.4% | $19.10万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $48.55万 | 0.01% | 11,274 | -4,649 | -29.2% | -$20.02万 | 减仓 |
| PHM | PULTE GROUP INC | $48.40万 | 0.01% | 4,116 | 50 | 1.2% | $5,880 | 加仓 |
| CWB | SPDR SERIES TRUST | $48.31万 | 0.01% | 5,279 | -86 | -1.6% | -$7,871 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $47.73万 | 0.01% | 3,759 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $47.58万 | 0.01% | 3,155 | -182 | -5.5% | -$2.74万 | 减仓 |
| NDAQ | NASDAQ INC | $47.46万 | 0.01% | 5,590 | 1,028 | 22.5% | $8.73万 | 加仓 |
| DTE | DTE ENERGY CO | $47.11万 | 0.01% | 3,222 | 37 | 1.2% | $5,410 | 加仓 |
| SHV | ISHARES TR | $47.10万 | 0.01% | 4,266 | -3,494 | -45.0% | -$38.57万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $46.79万 | 0.01% | 2,214 | 459 | 26.2% | $9.70万 | 加仓 |
| DASH | DOORDASH INC | $46.76万 | 0.01% | 3,114 | -389 | -11.1% | -$5.84万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $46.66万 | 0.01% | 6,859 | -264 | -3.7% | -$1.80万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $46.58万 | 0.01% | 11,702 | -60 | -0.5% | -$2,388 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $46.32万 | 0.01% | 1,710 | 416 | 32.1% | $11.27万 | 加仓 |
| MTB | M & T BK CORP | $46.16万 | 0.01% | 2,233 | 417 | 23.0% | $8.62万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $45.94万 | 0.01% | 2,232 | 8 | 0.4% | $1,647 | 加仓 |
| DDOG | DATADOG INC | $45.88万 | 0.01% | 3,886 | 196 | 5.3% | $2.31万 | 加仓 |
| NVO | NOVO-NORDISK A S | $45.84万 | 0.01% | 12,473 | -2,693 | -17.8% | -$9.90万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $45.82万 | 0.01% | 9,281 | -5,393 | -36.8% | -$26.62万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $45.69万 | 0.01% | 5,070 | 763 | 17.7% | $6.88万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $45.64万 | 0.01% | 1,272 | 23 | 1.8% | $8,252 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $45.62万 | 0.01% | 10,086 | 1,454 | 16.8% | $6.58万 | 加仓 |
| EAGG | ISHARES TR | $45.48万 | 0.01% | 9,565 | 1,149 | 13.7% | $5.46万 | 加仓 |
| JBL | JABIL INC | $45.39万 | 0.01% | 1,709 | 358 | 26.5% | $9.51万 | 加仓 |
| WRB | BERKLEY W R CORP | $45.31万 | 0.01% | 6,836 | -406 | -5.6% | -$2.69万 | 减仓 |
| INSM | INSMED INC | $45.21万 | 0.01% | 2,765 | -398 | -12.6% | -$6.51万 | 减仓 |
| NTRS | NORTHERN TR CORP | $44.85万 | 0.01% | 3,213 | 272 | 9.2% | $3.80万 | 加仓 |
| — | ISHARES TR | $44.80万 | 0.01% | 16,859 | 16,859 | — | $44.80万 | 新建仓 |
| BALL | BALL CORP | $44.73万 | 0.01% | 7,567 | -1,581 | -17.3% | -$9.34万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $44.49万 | 0.01% | 653 | 68 | 11.6% | $4.63万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $44.49万 | 0.01% | 10,887 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.48万 | 0.01% | 11,578 | 1,777 | 18.1% | $6.83万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $44.25万 | 0.01% | 4,034 | 1,978 | 96.2% | $21.70万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $44.23万 | 0.01% | 6,238 | 185 | 3.1% | $1.31万 | 加仓 |
| GRMN | GARMIN LTD | $44.20万 | 0.01% | 1,905 | 542 | 39.8% | $12.58万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $43.97万 | 0.01% | 9,759 | -24 | -0.2% | -$1,081 | 减仓 |
| SUSC | ISHARES TR | $43.68万 | 0.01% | 18,880 | 591 | 3.2% | $1.37万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $43.59万 | 0.01% | 16,006 | 3,224 | 25.2% | $8.78万 | 加仓 |
| DMXF | ISHARES TR | $43.51万 | 0.01% | 5,767 | 5,767 | — | $43.51万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $43.31万 | 0.01% | 374 | -87 | -18.9% | -$10.08万 | 减仓 |
| FOXA | FOX CORP | $43.15万 | 0.01% | 7,389 | 544 | 7.9% | $3.18万 | 加仓 |
| — | ELECTRONIC ARTS INC | $43.05万 | 0.01% | 2,112 | 129 | 6.5% | $2.63万 | 加仓 |
| ESGD | ISHARES TR | $42.81万 | 0.01% | 4,477 | -295 | -6.2% | -$2.82万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $42.66万 | 0.01% | 27,257 | 2,040 | 8.1% | $3.19万 | 加仓 |
| IGIB | ISHARES TR | $42.56万 | 0.01% | 7,997 | -162 | -2.0% | -$8,621 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $42.38万 | 0.01% | 3,938 | -342 | -8.0% | -$3.68万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $42.13万 | 0.01% | 9,442 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $42.04万 | 0.01% | 6,359 | -225 | -3.4% | -$1.49万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $41.91万 | 0.01% | 6,249 | 383 | 6.5% | $2.57万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $41.61万 | 0.01% | 1,900 | 225 | 13.4% | $4.93万 | 加仓 |
| NKE | NIKE INC | $41.44万 | 0.01% | 7,846 | -3,386 | -30.1% | -$17.89万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $41.44万 | 0.01% | 1,460 | 389 | 36.3% | $11.04万 | 加仓 |
| PPL | PPL CORP | $41.19万 | 0.01% | 10,783 | -186 | -1.7% | -$7,105 | 减仓 |
| NWG | NATWEST GROUP PLC | $41.04万 | 0.01% | 27,544 | -971 | -3.4% | -$1.45万 | 减仓 |
| MSCI | MSCI INC | $41.01万 | 0.01% | 761 | 120 | 18.7% | $6.47万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $40.19万 | 0.01% | 6,551 | -1,493 | -18.6% | -$9.16万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $40.12万 | 0.01% | 5,332 | -1,900 | -26.3% | -$14.30万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $39.81万 | 0.01% | 6,162 | 519 | 9.2% | $3.35万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $39.73万 | 0.01% | 2,027 | -161 | -7.4% | -$3.16万 | 减仓 |
| APA | APA CORPORATION | $39.70万 | 0.01% | 9,354 | 9,354 | — | $39.70万 | 新建仓 |
| SNA | SNAP ON INC | $39.66万 | 0.01% | 1,092 | -81 | -6.9% | -$2.94万 | 减仓 |
| ALLE | ALLEGION PLC | $39.22万 | 0.01% | 2,699 | 6 | 0.2% | $872 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $39.18万 | 0.01% | 5,648 | 112 | 2.0% | $7,769 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.01万 | 0.01% | 11,614 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $38.93万 | 0.01% | 11,304 | 380 | 3.5% | $1.31万 | 加仓 |
| XYZ | BLOCK INC | $38.91万 | 0.01% | 6,466 | -1,505 | -18.9% | -$9.06万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $38.78万 | 0.01% | 48,841 | 4,325 | 9.7% | $3.43万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $38.57万 | 0.01% | 7,917 | 2,313 | 41.3% | $11.27万 | 重新持有 |
| BURL | BURLINGTON STORES INC | $38.39万 | 0.01% | 1,180 | 350 | 42.2% | $11.39万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $38.17万 | 0.01% | 3,502 | -266 | -7.1% | -$2.90万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $37.95万 | 0.01% | 6,189 | 285 | 4.8% | $1.75万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $37.86万 | 0.01% | 1,144 | 8 | 0.7% | $2,647 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.78万 | 0.01% | 1,344 | 52 | 4.0% | $1.46万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $37.75万 | 0.01% | 2,000 | 427 | 27.1% | $8.06万 | 加仓 |
| IRM | IRON MTN INC DEL | $37.64万 | 0.01% | 3,686 | 241 | 7.0% | $2.46万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $37.46万 | 0.01% | 6,407 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $37.31万 | 0.01% | 1,084 | -103 | -8.7% | -$3.54万 | 减仓 |
| SIL | GLOBAL X FDS | $37.30万 | 0.01% | 4,141 | 42 | 1.0% | $3,784 | 加仓 |
| ORI | OLD REP INTL CORP | $37.25万 | 0.01% | 9,335 | -1,376 | -12.8% | -$5.49万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $37.19万 | 0.01% | 4,039 | -284 | -6.6% | -$2.61万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $36.88万 | 0.01% | 1,505 | 1,505 | — | $36.88万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $36.84万 | 0.01% | 3,606 | 149 | 4.3% | $1.52万 | 加仓 |
| SHY | ISHARES TR | $36.77万 | 0.01% | 4,453 | 85 | 1.9% | $7,019 | 加仓 |
| HYDB | ISHARES TR | $36.43万 | 0.01% | 7,832 | 7,832 | — | $36.43万 | 新建仓 |
| SHLD | GLOBAL X FDS | $36.43万 | 0.01% | 5,143 | -664 | -11.4% | -$4.70万 | 减仓 |
| USIG | ISHARES TR | $36.42万 | 0.01% | 7,109 | 79 | 1.1% | $4,047 | 加仓 |
| IXN | ISHARES TR | $36.04万 | 0.01% | 3,605 | 5 | 0.1% | $500 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $35.90万 | 0.01% | 5,003 | -58 | -1.1% | -$4,162 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $35.72万 | 0.01% | 1,809 | -578 | -24.2% | -$11.41万 | 减仓 |
| FE | FIRSTENERGY CORP | $35.72万 | 0.01% | 7,051 | 639 | 10.0% | $3.24万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $35.63万 | 0.01% | 3,214 | -183 | -5.4% | -$2.03万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.44万 | 0.01% | 8,913 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $35.43万 | 0.01% | 887 | -222 | -20.0% | -$8.87万 | 减仓 |
| BN | BROOKFIELD CORP | $35.21万 | 0.01% | 8,701 | -1,121 | -11.4% | -$4.54万 | 减仓 |
| BIIB | BIOGEN INC | $35.07万 | 0.01% | 1,913 | 659 | 52.6% | $12.08万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $35.03万 | 0.01% | 579 | 46 | 8.6% | $2.78万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $35.00万 | 0.01% | 1,163 | -24 | -2.0% | -$7,222 | 减仓 |