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 |
|---|---|---|---|---|---|---|---|---|
| CM | CANADIAN IMPERIAL BK COMM | $34.99万 | 0.01% | 3,692 | 424 | 13.0% | $4.02万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $34.92万 | 0.01% | 1,678 | -172 | -9.3% | -$3.58万 | 减仓 |
| EFX | EQUIFAX INC | $34.78万 | 0.01% | 1,931 | -1,054 | -35.3% | -$18.98万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.65万 | 0.01% | 4,281 | -612 | -12.5% | -$4.95万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $34.49万 | 0.01% | 1,628 | 25 | 1.6% | $5,296 | 加仓 |
| VST | VISTRA CORP | $34.34万 | 0.01% | 2,284 | -499 | -17.9% | -$7.50万 | 减仓 |
| LQD | ISHARES TR | $34.30万 | 0.01% | 3,147 | 1,314 | 71.7% | $14.32万 | 加仓 |
| DB | DEUTSCHE BK AG | $34.27万 | 0.01% | 11,508 | -1,256 | -9.8% | -$3.74万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $34.08万 | 0.01% | 7,388 | 981 | 15.3% | $4.53万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $33.94万 | 0.01% | 6,365 | 675 | 11.9% | $3.60万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $33.72万 | 0.01% | 1,931 | -208 | -9.7% | -$3.63万 | 减仓 |
| ES | EVERSOURCE ENERGY | $33.59万 | 0.01% | 4,848 | 256 | 5.6% | $1.77万 | 加仓 |
| NRG | NRG ENERGY INC | $33.58万 | 0.01% | 2,298 | -141 | -5.8% | -$2.06万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $33.56万 | 0.01% | 1,817 | -478 | -20.8% | -$8.83万 | 减仓 |
| TRP | TC ENERGY CORP | $33.51万 | 0.01% | 5,353 | -141 | -2.6% | -$8,827 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $33.51万 | 0.01% | 11,787 | 11,787 | — | $33.51万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $33.34万 | 0.01% | 2,204 | -50 | -2.2% | -$7,564 | 减仓 |
| GNMA | ISHARES TR | $33.22万 | 0.01% | 7,493 | 47 | 0.6% | $2,084 | 加仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $33.13万 | 0.01% | 7,045 | -39 | -0.6% | -$1,834 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $33.11万 | 0.01% | 10,748 | 10,748 | — | $33.11万 | 新建仓 |
| CVNA | CARVANA CO | $33.01万 | 0.01% | 1,050 | -233 | -18.2% | -$7.33万 | 减仓 |
| STIP | ISHARES TR | $32.98万 | 0.01% | 3,189 | -7,415 | -69.9% | -$76.69万 | 减仓 |
| IVE | ISHARES TR | $32.92万 | 0.01% | 1,559 | -459 | -22.7% | -$9.69万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $32.82万 | 0.01% | 2,425 | 297 | 14.0% | $4.02万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $32.81万 | 0.01% | 14,686 | 2,492 | 20.4% | $5.57万 | 加仓 |
| TLTD | FLEXSHARES TR | $32.74万 | 0.01% | 3,483 | 124 | 3.7% | $1.17万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $32.73万 | 0.01% | 1,118 | -223 | -16.6% | -$6.53万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $32.71万 | 0.01% | 626 | 177 | 39.4% | $9.25万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $32.66万 | 0.01% | 2,515 | -298 | -10.6% | -$3.87万 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $32.64万 | 0.01% | 2,099 | -52 | -2.4% | -$8,085 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $32.58万 | 0.01% | 64,772 | -4,162 | -6.0% | -$2.09万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $32.53万 | 0.01% | 4,694 | 425 | 10.0% | $2.95万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $32.39万 | 0.01% | 20,157 | 20,157 | — | $32.39万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.36万 | 0.01% | 13,075 | 13,075 | — | $32.36万 | 新建仓 |
| AOM | ISHARES TR | $32.20万 | 0.01% | 6,797 | -53 | -0.8% | -$2,511 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $32.17万 | 0.01% | 3,269 | 9 | 0.3% | $886 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $32.11万 | 0.01% | 2,817 | -272 | -8.8% | -$3.10万 | 减仓 |
| WDAY | WORKDAY INC | $32.09万 | 0.01% | 2,470 | 418 | 20.4% | $5.43万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $32.04万 | 0.01% | 7,685 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $31.79万 | 0.01% | 37,935 | 6,773 | 21.7% | $5.68万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $31.51万 | 0.01% | 4,553 | -165 | -3.5% | -$1.14万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $31.29万 | 0.01% | 11,235 | 194 | 1.8% | $5,403 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $31.10万 | 0.01% | 1,639 | -198 | -10.8% | -$3.76万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.06万 | 0.01% | 9,332 | -588 | -5.9% | -$1.96万 | 减仓 |
| VICI | VICI PPTYS INC | $30.96万 | 0.01% | 11,333 | -2,099 | -15.6% | -$5.73万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $30.95万 | 0.01% | 4,712 | -2,658 | -36.1% | -$17.46万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $30.92万 | 0.01% | 2,138 | -23 | -1.1% | -$3,326 | 减仓 |
| SYLD | CAMBRIA ETF TR | $30.80万 | 0.01% | 4,085 | 18 | 0.4% | $1,357 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $30.68万 | 0.01% | 6,453 | -8,734 | -57.5% | -$41.52万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.59万 | 0.01% | 12,849 | 592 | 4.8% | $1.41万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $30.59万 | 0.01% | 3,171 | -67 | -2.1% | -$6,463 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $30.55万 | 0.01% | 2,245 | -441 | -16.4% | -$6.00万 | 减仓 |
| EQT | EQT CORP | $30.39万 | 0.01% | 4,775 | 545 | 12.9% | $3.47万 | 加仓 |
| FBK | FB FINL CORP | $30.25万 | 0.01% | 5,825 | -3 | -0.1% | -$156 | 减仓 |
| MEAR | ISHARES U S ETF TR | $30.19万 | 0.01% | 5,997 | 5,997 | — | $30.19万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $30.12万 | 0.01% | 6,575 | 1,497 | 29.5% | $6.86万 | 加仓 |
| HSY | HERSHEY CO | $30.07万 | 0.01% | 1,447 | 166 | 13.0% | $3.45万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.04万 | 0.01% | 4,221 | -25 | -0.6% | -$1,779 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $29.91万 | 0.01% | 4,107 | -219 | -5.1% | -$1.59万 | 减仓 |
| VRSN | VERISIGN INC | $29.77万 | 0.01% | 1,199 | 348 | 40.9% | $8.64万 | 加仓 |
| CLH | CLEAN HARBORS INC | $29.76万 | 0.01% | 1,038 | 32 | 3.2% | $9,175 | 加仓 |
| — | FIDELITY ETHEREUM FD | $29.69万 | 0.01% | 14,217 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $29.56万 | 0.01% | 20,704 | 20,704 | — | $29.56万 | 新建仓 |
| ITT | ITT INC | $29.55万 | 0.01% | 1,551 | 213 | 15.9% | $4.06万 | 加仓 |
| DVY | ISHARES TR | $29.51万 | 0.01% | 1,949 | -29 | -1.5% | -$4,392 | 减仓 |
| IR | INGERSOLL RAND INC | $29.50万 | 0.01% | 3,682 | 328 | 9.8% | $2.63万 | 加仓 |
| FLEX | FLEX LTD | $29.48万 | 0.01% | 4,504 | 540 | 13.6% | $3.53万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $29.43万 | 0.01% | 1,772 | 8 | 0.5% | $1,329 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $29.28万 | 0.01% | 6,784 | -857 | -11.2% | -$3.70万 | 减仓 |
| IUSV | ISHARES TR | $29.05万 | 0.01% | 2,841 | -295 | -9.4% | -$3.02万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $28.96万 | 0.01% | 13,957 | 3,716 | 36.3% | $7.71万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $28.91万 | 0.01% | 7,733 | 70 | 0.9% | $2,617 | 加仓 |
| VTR | VENTAS INC | $28.86万 | 0.01% | 3,528 | 262 | 8.0% | $2.14万 | 加仓 |
| RKLB | ROCKET LAB CORP | $28.78万 | 0.01% | 4,481 | 686 | 18.1% | $4.41万 | 加仓 |
| DOCU | DOCUSIGN INC | $28.67万 | 0.01% | 6,047 | 6,047 | — | $28.67万 | 新建仓 |
| VALE | VALE S A | $28.67万 | 0.01% | 18,017 | 2,324 | 14.8% | $3.70万 | 加仓 |
| AEE | AMEREN CORP | $28.60万 | 0.01% | 2,602 | 447 | 20.7% | $4.91万 | 加仓 |
| IWX | ISHARES TR | $28.60万 | 0.01% | 3,086 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $28.50万 | 0.01% | 2,265 | 373 | 19.7% | $4.69万 | 加仓 |
| EVR | EVERCORE INC | $28.42万 | 0.01% | 952 | 3 | 0.3% | $896 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $28.37万 | 0.01% | 6,674 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $28.26万 | 0.01% | 4,147 | 75 | 1.8% | $5,111 | 加仓 |
| ARCC | ARES CAPITAL CORP | $28.25万 | 0.01% | 15,678 | 299 | 1.9% | $5,388 | 加仓 |
| AYI | ACUITY INC | $28.12万 | 0.01% | 1,003 | 399 | 66.1% | $11.19万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $28.00万 | 0.01% | 1,124 | -475 | -29.7% | -$11.83万 | 减仓 |
| FTI | TECHNIPFMC PLC | $27.87万 | 0.01% | 4,032 | 4,032 | — | $27.87万 | 新建仓 |
| HEFA | ISHARES TR | $27.86万 | 0.01% | 6,557 | -1,720 | -20.8% | -$7.31万 | 减仓 |
| CCK | CROWN HLDGS INC | $27.67万 | 0.01% | 2,760 | 305 | 12.4% | $3.06万 | 加仓 |
| E | ENI SPA | $27.61万 | 0.01% | 4,877 | 4,877 | — | $27.61万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $27.56万 | 0.01% | 568 | -68 | -10.7% | -$3.30万 | 减仓 |
| EVRG | EVERGY INC | $27.54万 | 0.01% | 3,362 | 212 | 6.7% | $1.74万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $27.52万 | 0.01% | 9,554 | -1,064 | -10.0% | -$3.06万 | 减仓 |
| IGE | ISHARES TR | $27.42万 | 0.00% | 4,356 | -211 | -4.6% | -$1.33万 | 减仓 |
| IWP | ISHARES TR | $27.39万 | 0.00% | 2,138 | 81 | 3.9% | $1.04万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $27.38万 | 0.00% | 2,090 | -109 | -5.0% | -$1.43万 | 重新持有 |
| FIVE | FIVE BELOW INC | $27.32万 | 0.00% | 1,196 | 1,196 | — | $27.32万 | 新建仓 |
| WAT | WATERS CORP | $27.31万 | 0.00% | 917 | 335 | 57.6% | $9.98万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $27.09万 | 0.00% | 2,291 | -508 | -18.1% | -$6.01万 | 减仓 |
| IAUM | ISHARES GOLD TR | $26.99万 | 0.00% | 5,779 | 482 | 9.1% | $2.25万 | 加仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $26.67万 | 0.00% | 576 | 576 | — | $26.67万 | 新建仓 |