13F 机构持仓

SAGESPRING WEALTH PARTNERS, LLC

FRANKLIN TN · SEC CIK 0002056425

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.6%
JAVA 6.2%
FBCG 5.2%
VOO 5.1%
BAI 4.5%
IVV 4.1%
PWRD 3.8%
BINC 2.7%
ABFL 2.5%
EFV 2.2%

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
XLP SELECT SECTOR SPDR TR $26.61万0.00%3,245 -14-0.4% -$1,148 减仓
— INNOVATOR ETFS TRUST $26.59万0.00%10,471 -4,184-28.5% -$10.62万 减仓
STLD STEEL DYNAMICS INC $26.30万0.00%1,461 1229.1% $2.20万 加仓
HAS HASBRO INC $26.17万0.00%2,796 -86-3.0% -$8,050 减仓
— INNOVATOR ETFS TRUST $25.84万0.00%10,084 00.0% — 不变
IWS ISHARES TR $25.81万0.00%1,771 -37-2.0% -$5,391 减仓
CLOA BLACKROCK ETF TRUST II $25.79万0.00%4,976 4,976— $25.79万 新建仓
WWD WOODWARD INC $25.75万0.00%719 111.6% $3,940 加仓
VPL VANGUARD INTL EQUITY INDEX F $25.68万0.00%2,628 150.6% $1,466 加仓
GL GLOBE LIFE INC $25.62万0.00%1,841 221.2% $3,061 加仓
LCTD BLACKROCK ETF TRUST $25.58万0.00%4,626 190.4% $1,050 加仓
WCC WESCO INTL INC $25.43万0.00%929 10813.2% $2.96万 加仓
R RYDER SYS INC $25.42万0.00%1,242 332.7% $6,755 加仓
— DIMENSIONAL ETF TRUST $25.20万0.00%4,035 80.2% $500 加仓
YUMC YUM CHINA HLDGS INC $25.17万0.00%5,160 -19-0.4% -$927 减仓
GPIQ GOLDMAN SACHS ETF TR $25.17万0.00%5,086 5,086— $25.17万 新建仓
RJF RAYMOND JAMES FINL INC $25.11万0.00%1,734 -281-13.9% -$4.07万 减仓
— TIDAL TRUST III $25.04万0.00%8,212 8,212— $25.04万 新建仓
MKL MARKEL GROUP INC $24.87万0.00%130 75.7% $1.34万 加仓
CINF CINCINNATI FINL CORP $24.80万0.00%1,576 573.8% $8,970 加仓
FSLY FASTLY INC $24.75万0.00%8,517 8,517— $24.75万 新建仓
SOXX ISHARES TR $24.62万0.00%749 395.5% $1.28万 加仓
OHI OMEGA HEALTHCARE INVS INC $24.58万0.00%5,609 -464-7.6% -$2.03万 减仓
MTZ MASTEC INC $24.51万0.00%762 762— $24.51万 新建仓
PKG PACKAGING CORP AMER $24.43万0.00%1,151 -81-6.6% -$1.72万 减仓
ESS ESSEX PPTY TR INC $24.36万0.00%1,006 1,006— $24.36万 新建仓
— INNOVATOR ETFS TRUST $24.35万0.00%9,535 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $24.24万0.00%2,244 2,244— $24.24万 新建仓
— INNOVATOR ETFS TRUST $24.11万0.00%12,913 12,913— $24.11万 新建仓
ALSN ALLISON TRANSMISSION HLDGS I $24.07万0.00%2,057 -351-14.6% -$4.11万 减仓
NI NISOURCE INC $23.97万0.00%5,137 -74-1.4% -$3,453 减仓
EGP EASTGROUP PPTYS INC $23.80万0.00%1,286 -181-12.3% -$3.35万 减仓
FHN FIRST HORIZON CORPORATION $23.78万0.00%10,446 -1,724-14.2% -$3.92万 减仓
ROKU ROKU INC $23.75万0.00%2,511 2,511— $23.75万 新建仓
OZK BANK OZK LITTLE ROCK ARK $23.73万0.00%5,171 2465.0% $1.13万 加仓
IHDG WISDOMTREE TR $23.58万0.00%4,898 -1,046-17.6% -$5.04万 减仓
FFIV F5 INC $23.48万0.00%811 202.5% $5,790 重新持有
AXON AXON ENTERPRISE INC $23.23万0.00%547 -305-35.8% -$12.95万 减仓
SNY SANOFI SA $23.18万0.00%4,811 -2,812-36.9% -$13.55万 减仓
DKS DICKS SPORTING GOODS INC $23.17万0.00%1,169 1,169— $23.17万 新建仓
RELX RELX PLC $23.05万0.00%6,953 1,37624.7% $4.56万 加仓
LITE LUMENTUM HLDGS INC $23.03万0.00%328 328— $23.03万 新建仓
— AIM ETF PRODUCTS TRUST $22.94万0.00%6,729 00.0% — 不变
FNOV FIRST TR EXCHNG TRADED FD VI $22.94万0.00%4,296 00.0% — 不变
KHC KRAFT HEINZ CO $22.90万0.00%10,181 1,09312.0% $2.46万 加仓
ZION ZIONS BANCORPORATION NATL AS $22.69万0.00%3,938 -55-1.4% -$3,169 减仓
FISV FISERV INC $22.64万0.00%4,057 -4,070-50.1% -$22.71万 减仓
ON ON SEMICONDUCTOR CORP $22.63万0.00%3,655 3,655— $22.63万 新建仓
KIM KIMCO REALTY CORP $22.62万0.00%10,068 10,068— $22.62万 新建仓
MAS MASCO CORP $22.43万0.00%3,716 -835-18.3% -$5.04万 减仓
KDP KEURIG DR PEPPER INC $22.38万0.00%8,499 -1,414-14.3% -$3.72万 减仓
PJUL INNOVATOR ETFS TRUST $22.34万0.00%4,860 -11-0.2% -$506 减仓
EXPD EXPEDITORS INTL WASH INC $22.32万0.00%1,558 -451-22.4% -$6.46万 减仓
CNC CENTENE CORP DEL $22.29万0.00%6,809 2503.8% $8,185 加仓
DLTR DOLLAR TREE INC $22.23万0.00%2,030 2,030— $22.23万 新建仓
VTRS VIATRIS INC $22.20万0.00%16,434 8065.2% $1.09万 加仓
WTM WHITE MTNS INS GROUP LTD $22.12万0.00%101 -4-3.8% -$8,761 减仓
DFEB FIRST TR EXCHNG TRADED FD VI $22.11万0.00%4,668 4,668— $22.11万 新建仓
ALGT ALLEGIANT TRAVEL CO $22.11万0.00%2,728 -5-0.2% -$405 减仓
HII HUNTINGTON INGALLS INDS INC $21.91万0.00%577 -376-39.5% -$14.28万 减仓
IJS ISHARES TR $21.67万0.00%1,830 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $21.61万0.00%1,143 -268-19.0% -$5.07万 减仓
ILMN ILLUMINA INC $21.60万0.00%1,752 -356-16.9% -$4.39万 减仓
BPOP POPULAR INC $21.43万0.00%1,597 1,597— $21.43万 新建仓
FYX FIRST TR SML CP CORE ALPHA F $21.41万0.00%1,794 30.2% $358 加仓
LAMR LAMAR ADVERTISING CO $21.35万0.00%1,686 -696-29.2% -$8.82万 减仓
VOOG VANGUARD ADMIRAL FDS INC $21.14万0.00%518 -47-8.3% -$1.92万 减仓
CPAY CORPAY INC $21.10万0.00%725 725— $21.10万 新建仓
ROL ROLLINS INC $21.09万0.00%3,949 -827-17.3% -$4.42万 减仓
KEY KEYCORP $21.08万0.00%10,516 -338-3.1% -$6,777 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $20.87万0.00%3,535 42213.6% $2.49万 加仓
RBC RBC BEARINGS INC $20.75万0.00%382 382— $20.75万 新建仓
NYT NEW YORK TIMES CO MTN BE $20.64万0.00%2,465 2,465— $20.64万 新建仓
PBA PEMBINA PIPELINE CORP $20.54万0.00%4,589 4,589— $20.54万 新建仓
TAK TAKEDA PHARMACEUTICAL CO LTD $20.40万0.00%11,016 -5,093-31.6% -$9.43万 重新持有
— DIMENSIONAL ETF TRUST $20.40万0.00%5,249 5,249— $20.40万 新建仓
— PGIM ROCK ETF TR $20.25万0.00%6,742 6,742— $20.25万 新建仓
BIBL NORTHERN LTS FD TR IV $20.21万0.00%4,286 4,286— $20.21万 新建仓
KVUE KENVUE INC $20.05万0.00%11,632 11,632— $20.05万 新建仓
SOFI SOFI TECHNOLOGIES INC $18.82万0.00%11,851 -7,448-38.6% -$11.83万 减仓
HLN HALEON PLC $14.94万0.00%14,922 1,86114.2% $1.86万 加仓
ALTO ALTO INGREDIENTS INC $12.10万0.00%25,000 -100-0.4% -$484 减仓
ETW EATON VANCE TAX-MANAGED GLOB $10.00万0.00%11,390 -2,865-20.1% -$2.52万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $8.24万0.00%10,931 10,931— $8.24万 新建仓
— AIRO GROUP HLDGS INC $7.82万0.00%10,289 -27-0.3% -$205 减仓
GAB GABELLI EQUITY TR INC $7.70万0.00%13,757 910.7% $510 加仓
ADT ADT INC DEL $7.17万0.00%10,917 10,917— $7.17万 新建仓
BBD BANCO BRADESCO S A $6.62万0.00%18,144 6873.9% $2,508 加仓
CLVT CLARIVATE PLC $3.15万0.00%12,466 12,466— $3.15万 新建仓
— NAKAMOTO INC $1.74万0.00%78,915 00.0% — 不变
— GABELLI EQUITY TR INC $960.00%13,680 13,680— $96 新建仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 —— — 申报中断
— FIDELITY MERRIMACK STR TR $00.00%0 -5,205,000-100.0% -$2.49亿 清仓
IAGG ISHARES TR $00.00%0 -1,432,000-100.0% -$7,161.43万 清仓
AZN ASTRAZENECA PLC $00.00%0 -10,118-100.0% -$186.02万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -17,105-100.0% -$163.20万 清仓
ICVT ISHARES TR $00.00%0 -10,690-100.0% -$105.29万 清仓
HDB HDFC BANK LTD $00.00%0 —— — 申报中断
RBLX ROBLOX CORP $00.00%0 -6,039-100.0% -$48.93万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -19,324-100.0% -$40.44万 清仓