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
— BLACKROCK ETF TRUST II $55.72万0.01%16,090 -290-1.8% -$1.00万 减仓
SCI SERVICE CORP INTL $55.70万0.01%7,332 7,332— $55.70万 新建仓
MFG MIZUHO FINANCIAL GROUP INC $54.92万0.01%57,333 8,49217.4% $8.14万 加仓
NTRS NORTHERN TR CORP $54.92万0.01%3,159 -54-1.7% -$9,388 减仓
VXF VANGUARD INDEX FDS $54.89万0.01%2,229 -3-0.1% -$739 减仓
IXN ISHARES TR $54.81万0.01%3,794 1895.2% $2.73万 加仓
IHI ISHARES TR $54.19万0.01%10,968 -1,195-9.8% -$5.90万 减仓
SONY SONY GROUP CORP $54.19万0.01%27,014 -4,752-15.0% -$9.53万 减仓
DXCM DEXCOM INC $53.56万0.01%7,952 -503-5.9% -$3.39万 减仓
CNC CENTENE CORP DEL $52.63万0.01%8,198 1,38920.4% $8.92万 加仓
CW CURTISS WRIGHT CORP $52.23万0.01%689 365.5% $2.73万 加仓
IGSB ISHARES TR $52.18万0.01%9,955 -889-8.2% -$4.66万 减仓
VBIL VANGUARD INSTL INDEX FD $51.95万0.01%6,864 2453.7% $1.85万 加仓
REGN REGENERON PHARMACEUTICALS $51.93万0.01%833 -179-17.7% -$11.16万 减仓
VMI VALMONT INDS INC $51.39万0.01%890 30.3% $1,732 加仓
ADSK AUTODESK INC $51.34万0.01%2,641 -1,885-41.6% -$36.64万 减仓
BP BP PLC $51.12万0.01%13,834 -1,804-11.5% -$6.67万 减仓
CCI CROWN CASTLE INC $51.10万0.01%6,748 4988.0% $3.77万 加仓
SHLD GLOBAL X FDS $51.05万0.01%8,550 3,40766.2% $20.34万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $50.99万0.01%2,040 23112.8% $5.77万 加仓
DTE DTE ENERGY CO $50.97万0.01%3,345 1233.8% $1.87万 加仓
CAH CARDINAL HEALTH INC $50.97万0.01%2,146 -68-3.1% -$1.62万 减仓
IXG ISHARES TR $50.93万0.01%4,091 -1,270-23.7% -$15.81万 减仓
IDXX IDEXX LABS INC $50.70万0.01%963 475.1% $2.47万 加仓
UL UNILEVER PLC $50.12万0.01%8,337 -1,600-16.1% -$9.62万 减仓
DMXF ISHARES TR $50.08万0.01%5,919 1522.6% $1.29万 加仓
MLM MARTIN MARIETTA MATLS INC $50.05万0.01%868 -59-6.4% -$3.40万 减仓
USFD US FOODS HLDG CORP $49.96万0.01%4,886 -533-9.8% -$5.45万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $49.95万0.01%18,276 2,27014.2% $6.20万 加仓
ROP ROPER TECHNOLOGIES INC $49.71万0.01%1,469 -544-27.0% -$18.41万 减仓
WRB BERKLEY W R CORP $49.67万0.01%7,042 2063.0% $1.45万 加仓
GSK GSK PLC $49.61万0.01%9,464 -564-5.6% -$2.96万 减仓
JBHT HUNT J B TRANS SVCS INC $49.52万0.01%1,711 835.1% $2.40万 加仓
TWLO TWILIO INC $49.44万0.01%2,396 1315.8% $2.70万 加仓
MSCI MSCI INC $49.22万0.01%879 11815.5% $6.61万 加仓
KR KROGER CO $49.14万0.01%8,849 -3,716-29.6% -$20.64万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $49.10万0.01%5,958 3105.5% $2.55万 加仓
RKLB ROCKET LAB CORP $48.33万0.01%4,755 2746.1% $2.79万 加仓
FHN FIRST HORIZON CORPORATION $48.31万0.01%18,840 8,39480.4% $21.52万 加仓
PNOV INNOVATOR ETFS TRUST $48.28万0.01%10,886 -1-0.0% -$44 减仓
SHYM BLACKROCK ETF TRUST II $48.26万0.01%21,496 -10,278-32.3% -$23.07万 减仓
HUM HUMANA INC $48.09万0.01%1,211 37444.7% $14.85万 重新持有
JQUA J P MORGAN EXCHANGE TRADED F $47.67万0.01%6,595 4066.6% $2.93万 加仓
KHC KRAFT HEINZ CO $47.52万0.01%20,117 9,93697.6% $23.47万 加仓
NWG NATWEST GROUP PLC $47.13万0.01%26,735 -809-2.9% -$1.43万 减仓
HAL HALLIBURTON CO $47.11万0.01%13,876 -409-2.9% -$1.39万 减仓
DFUS DIMENSIONAL ETF TRUST $46.85万0.01%5,718 -520-8.3% -$4.26万 减仓
SAP SAP SE $46.45万0.01%3,014 270.9% $4,161 加仓
TDG TRANSDIGM GROUP INC $46.34万0.01%348 -26-7.0% -$3.46万 减仓
— ELECTRONIC ARTS INC $46.27万0.01%2,256 1446.8% $2.95万 加仓
MFC MANULIFE FINL CORP $46.19万0.01%11,401 970.9% $3,930 加仓
IYF ISHARES TR $45.85万0.01%3,596 -7,244-66.8% -$92.37万 减仓
SUB ISHARES TR $45.85万0.01%4,306 -1,285-23.0% -$13.68万 减仓
A AGILENT TECHNOLOGIES INC $45.74万0.01%3,444 62722.3% $8.33万 加仓
SNA SNAP ON INC $45.73万0.01%1,136 444.0% $1.77万 加仓
AU ANGLOGOLD ASHANTI PLC $45.51万0.01%5,627 230.4% $1,860 加仓
CNQ CANADIAN NAT RES LTD MED TER $45.43万0.01%11,500 4003.6% $1.58万 加仓
AFRM AFFIRM HLDGS INC $45.35万0.01%5,561 5,561— $45.35万 新建仓
XLF SELECT SECTOR SPDR TR $45.30万0.01%8,450 -831-9.0% -$4.46万 减仓
— ISHARES TR $45.09万0.01%16,492 -367-2.2% -$1.00万 减仓
DVN DEVON ENERGY CORP NEW $45.04万0.01%10,899 1,21112.5% $5.00万 加仓
FTEC FIDELITY COVINGTON TRUST $44.58万0.01%1,561 -117-7.0% -$3.34万 减仓
HBAN HUNTINGTON BANCSHARES INC $44.14万0.01%24,894 -2,363-8.7% -$4.19万 减仓
BALL BALL CORP $44.10万0.01%7,067 -500-6.6% -$3.12万 减仓
SIVR ABRDN SILVER ETF TRUST $43.90万0.01%7,808 -16-0.2% -$899 减仓
ALLE ALLEGION PLC $43.86万0.01%3,122 42315.7% $5.94万 加仓
IGIB ISHARES TR $43.30万0.01%8,143 1461.8% $7,763 加仓
NDAQ NASDAQ INC $43.01万0.01%5,456 -134-2.4% -$1.06万 减仓
BSX BOSTON SCIENTIFIC CORP $42.78万0.01%10,023 -2,895-22.4% -$12.36万 减仓
BNS BANK NOVA SCOTIA B C $42.47万0.01%4,891 1974.2% $1.71万 加仓
RL RALPH LAUREN CORP $42.43万0.01%1,057 -27-2.5% -$1.08万 减仓
CM CANADIAN IMPERIAL BK COMM $42.43万0.01%3,689 -3-0.1% -$345 减仓
SPGP INVESCO EXCHANGE TRADED FD T $42.35万0.01%3,463 -475-12.1% -$5.81万 减仓
PYPL PAYPAL HLDGS INC $42.27万0.01%9,788 -298-3.0% -$1.29万 减仓
ON ON SEMICONDUCTOR CORP $42.07万0.01%4,450 79521.8% $7.52万 加仓
BIIB BIOGEN INC $41.86万0.01%1,937 241.3% $5,186 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $41.83万0.01%5,154 87320.4% $7.09万 加仓
— INNOVATOR ETFS TRUST $41.65万0.01%11,614 00.0% — 不变
IRM IRON MTN INC DEL $41.46万0.01%3,282 -404-11.0% -$5.10万 减仓
DGX QUEST DIAGNOSTICS INC $41.28万0.01%1,947 -80-3.9% -$1.70万 减仓
VST VISTRA CORP $40.97万0.01%2,583 29913.1% $4.74万 加仓
COHR COHERENT CORP $40.59万0.01%1,029 1,029— $40.59万 新建仓
SIL GLOBAL X FDS $40.54万0.01%5,233 1,09226.4% $8.46万 加仓
SMH VANECK ETF TRUST $40.01万0.01%610 610— $40.01万 新建仓
LYG LLOYDS BANKING GROUP PLC $39.87万0.01%68,395 3,6235.6% $2.11万 加仓
LNT ALLIANT ENERGY CORP $39.64万0.01%5,196 1933.9% $1.47万 加仓
SOXX ISHARES TR $39.49万0.01%616 -133-17.8% -$8.53万 减仓
STLD STEEL DYNAMICS INC $39.32万0.01%1,714 25317.3% $5.80万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $39.25万0.01%8,329 8,329— $39.25万 新建仓
ES EVERSOURCE ENERGY $39.01万0.01%5,398 55011.3% $3.97万 加仓
DB DEUTSCHE BK AG $38.93万0.01%11,530 220.2% $743 加仓
BMO BANK MONTREAL MEDIUM $38.89万0.01%2,201 -224-9.2% -$3.96万 减仓
VICI VICI PPTYS INC $38.89万0.01%14,646 3,31329.2% $8.80万 加仓
CHRW C H ROBINSON WORLDWIDE IN $38.86万0.01%2,063 29116.4% $5.48万 加仓
GRMN GARMIN LTD $38.85万0.01%1,635 -270-14.2% -$6.42万 减仓
XLY SELECT SECTOR SPDR TR $38.81万0.01%3,309 -193-5.5% -$2.26万 减仓
AYI ACUITY INC $38.46万0.01%1,021 181.8% $6,780 加仓
R RYDER SYS INC $37.99万0.01%1,440 19815.9% $5.22万 加仓
SU SUNCOR ENERGY INC NEW $37.90万0.01%7,060 70111.0% $3.76万 加仓
EVR EVERCORE INC $37.71万0.01%1,105 15316.1% $5.22万 加仓