SAGESPRING WEALTH PARTNERS, LLC
FRANKLIN TN · SEC CIK 0002056425
$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
26Q126Q2
前十大持仓 占组合比例
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 | 8,492 | 17.4% | $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 | 189 | 5.2% | $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 | 1,389 | 20.4% | $8.92万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $52.23万 | 0.01% | 689 | 36 | 5.5% | $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 | 245 | 3.7% | $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 | 3 | 0.3% | $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 | 498 | 8.0% | $3.77万 | 加仓 |
| SHLD | GLOBAL X FDS | $51.05万 | 0.01% | 8,550 | 3,407 | 66.2% | $20.34万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $50.99万 | 0.01% | 2,040 | 231 | 12.8% | $5.77万 | 加仓 |
| DTE | DTE ENERGY CO | $50.97万 | 0.01% | 3,345 | 123 | 3.8% | $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 | 47 | 5.1% | $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 | 152 | 2.6% | $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 | 2,270 | 14.2% | $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 | 206 | 3.0% | $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 | 83 | 5.1% | $2.40万 | 加仓 |
| TWLO | TWILIO INC | $49.44万 | 0.01% | 2,396 | 131 | 5.8% | $2.70万 | 加仓 |
| MSCI | MSCI INC | $49.22万 | 0.01% | 879 | 118 | 15.5% | $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 | 310 | 5.5% | $2.55万 | 加仓 |
| RKLB | ROCKET LAB CORP | $48.33万 | 0.01% | 4,755 | 274 | 6.1% | $2.79万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $48.31万 | 0.01% | 18,840 | 8,394 | 80.4% | $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 | 374 | 44.7% | $14.85万 | 重新持有 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $47.67万 | 0.01% | 6,595 | 406 | 6.6% | $2.93万 | 加仓 |
| KHC | KRAFT HEINZ CO | $47.52万 | 0.01% | 20,117 | 9,936 | 97.6% | $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 | 27 | 0.9% | $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 | 144 | 6.8% | $2.95万 | 加仓 |
| MFC | MANULIFE FINL CORP | $46.19万 | 0.01% | 11,401 | 97 | 0.9% | $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 | 627 | 22.3% | $8.33万 | 加仓 |
| SNA | SNAP ON INC | $45.73万 | 0.01% | 1,136 | 44 | 4.0% | $1.77万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $45.51万 | 0.01% | 5,627 | 23 | 0.4% | $1,860 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $45.43万 | 0.01% | 11,500 | 400 | 3.6% | $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 | 1,211 | 12.5% | $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 | 423 | 15.7% | $5.94万 | 加仓 |
| IGIB | ISHARES TR | $43.30万 | 0.01% | 8,143 | 146 | 1.8% | $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 | 197 | 4.2% | $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 | 795 | 21.8% | $7.52万 | 加仓 |
| BIIB | BIOGEN INC | $41.86万 | 0.01% | 1,937 | 24 | 1.3% | $5,186 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.83万 | 0.01% | 5,154 | 873 | 20.4% | $7.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.65万 | 0.01% | 11,614 | 0 | 0.0% | — | 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 | 299 | 13.1% | $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 | 1,092 | 26.4% | $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 | 3,623 | 5.6% | $2.11万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $39.64万 | 0.01% | 5,196 | 193 | 3.9% | $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 | 253 | 17.3% | $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 | 550 | 11.3% | $3.97万 | 加仓 |
| DB | DEUTSCHE BK AG | $38.93万 | 0.01% | 11,530 | 22 | 0.2% | $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 | 3,313 | 29.2% | $8.80万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $38.86万 | 0.01% | 2,063 | 291 | 16.4% | $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 | 18 | 1.8% | $6,780 | 加仓 |
| R | RYDER SYS INC | $37.99万 | 0.01% | 1,440 | 198 | 15.9% | $5.22万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $37.90万 | 0.01% | 7,060 | 701 | 11.0% | $3.76万 | 加仓 |
| EVR | EVERCORE INC | $37.71万 | 0.01% | 1,105 | 153 | 16.1% | $5.22万 | 加仓 |