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
RBC RBC BEARINGS INC $21.83万0.00%339 -43-11.3% -$2.77万 减仓
INSM INSMED INC $21.66万0.00%2,031 -734-26.5% -$7.83万 减仓
PCTY PAYLOCITY HLDG CORP $21.62万0.00%2,068 -176-7.8% -$1.84万 减仓
— PGIM ROCK ETF TR $21.52万0.00%6,742 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $21.37万0.00%1,141 1,141— $21.37万 新建仓
UMC UNITED MICROELECTRONICS CORP $21.33万0.00%7,841 7,841— $21.33万 新建仓
PBR PETROLEO BRASILEIRO S A $21.32万0.00%13,191 -766-5.5% -$1.24万 减仓
PBA PEMBINA PIPELINE CORP $21.25万0.00%4,594 50.1% $231 加仓
MLI MUELLER INDS INC $21.24万0.00%1,727 -219-11.3% -$2.69万 重新持有
SNY SANOFI SA $21.20万0.00%4,970 1593.3% $6,783 加仓
ALLY ALLY FINL INC $21.19万0.00%4,611 4,611— $21.19万 新建仓
PFGC PERFORMANCE FOOD GROUP CO $21.08万0.00%1,886 1,886— $21.08万 新建仓
MKL MARKEL GROUP INC $20.94万0.00%107 -23-17.7% -$4.50万 减仓
STXF EA SERIES TRUST $20.91万0.00%4,329 4,329— $20.91万 新建仓
DJAN FIRST TR EXCHNG TRADED FD VI $20.85万0.00%4,580 4,580— $20.85万 新建仓
VBR VANGUARD INDEX FDS $20.84万0.00%858 -1,455-62.9% -$35.34万 减仓
ZM ZOOM COMMUNICATIONS INC $20.80万0.00%2,410 2,410— $20.80万 新建仓
YETI YETI HLDGS INC $20.71万0.00%4,178 4,178— $20.71万 新建仓
BWA BORGWARNER INC $20.70万0.00%3,117 3,117— $20.70万 新建仓
GSLC GOLDMAN SACHS ETF TR $20.53万0.00%1,447 1,447— $20.53万 新建仓
L LOEWS CORP $20.51万0.00%1,811 1,811— $20.51万 新建仓
BNDX VANGUARD CHARLOTTE FDS $20.37万0.00%4,207 -28,600,181-100.0% -$13.85亿 重新持有
VOOV VANGUARD ADMIRAL FDS INC $20.37万0.00%929 -88-8.7% -$1.93万 重新持有
B BARRICK MNG CORP $20.35万0.00%5,540 78716.6% $2.89万 重新持有
LRGF ISHARES TR $20.33万0.00%2,688 2,688— $20.33万 新建仓
JPSE J P MORGAN EXCHANGE TRADED F $20.27万0.00%3,370 3,370— $20.27万 新建仓
MIDD MIDDLEBY CORP $20.25万0.00%1,177 1,177— $20.25万 新建仓
FIVE FIVE BELOW INC $20.24万0.00%1,126 -70-5.9% -$1.26万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $20.17万0.00%1,789 -268-13.0% -$3.02万 减仓
SOFI SOFI TECHNOLOGIES INC $19.59万0.00%10,926 -925-7.8% -$1.66万 减仓
PCG PG&E CORP $18.71万0.00%11,123 11,123— $18.71万 新建仓
— Z SQUARED INC $16.62万0.00%15,708 15,708— $16.62万 新建仓
— LEGGETT & PLATT INC $15.74万0.00%13,438 13,438— $15.74万 新建仓
CAG CONAGRA BRANDS INC $15.34万0.00%11,396 11,396— $15.34万 新建仓
ALTO ALTO INGREDIENTS INC $14.25万0.00%25,000 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $13.71万0.00%10,538 10,538— $13.71万 新建仓
HLN HALEON PLC $13.56万0.00%14,537 -385-2.6% -$3,592 减仓
FLO FLOWERS FOODS INC $12.59万0.00%15,935 15,935— $12.59万 新建仓
ETW EATON VANCE TAX-MANAGED GLOB $11.21万0.00%11,633 2432.1% $2,342 加仓
OBDC BLUE OWL CAPITAL CORPORATION $11.05万0.00%10,162 900.9% $978 重新持有
ADT ADT INC DEL $8.98万0.00%13,817 2,90026.6% $1.89万 加仓
GAB GABELLI EQUITY TR INC $7.84万0.00%13,852 950.7% $538 加仓
— AIRO GROUP HLDGS INC $7.65万0.00%10,351 620.6% $458 加仓
BBD BANCO BRADESCO S A $5.28万0.00%15,222 -2,922-16.1% -$1.01万 减仓
CLVT CLARIVATE PLC $3.74万0.00%17,314 4,84838.9% $1.05万 加仓
— GT BIOPHARMA INC $9,7940.00%20,000 20,000— $9,794 新建仓
— EXXON MOBIL CORP $00.00%0 -68,101-100.0% -$1,155.41万 清仓
CCL CARNIVAL CORP $00.00%0 -56,190-100.0% -$145.42万 清仓
BBY BEST BUY INC $00.00%0 -12,046-100.0% -$77.33万 清仓
PSEP INNOVATOR ETFS TRUST $00.00%0 -11,274-100.0% -$48.55万 清仓
PAPR INNOVATOR ETFS TRUST $00.00%0 -11,702-100.0% -$46.58万 清仓
FTAI FTAI AVIATION LTD $00.00%0 -1,505-100.0% -$36.88万 清仓
EFX EQUIFAX INC $00.00%0 -1,931-100.0% -$34.78万 清仓
STIP ISHARES TR $00.00%0 -3,189-100.0% -$32.98万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -626-100.0% -$32.71万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -2,099-100.0% -$32.64万 清仓
BJ BJS WHSL CLUB HLDGS INC $00.00%0 -3,269-100.0% -$32.17万 清仓
WDAY WORKDAY INC $00.00%0 -2,470-100.0% -$32.09万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -1,639-100.0% -$31.10万 清仓
HSY HERSHEY CO $00.00%0 -1,447-100.0% -$30.07万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -4,221-100.0% -$30.04万 清仓
DOCU DOCUSIGN INC $00.00%0 -6,047-100.0% -$28.67万 清仓
SLV ISHARES SILVER TR $00.00%0 -4,147-100.0% -$28.26万 清仓
DIA SPDR DOW JONES INDL AVERAGE $00.00%0 -576-100.0% -$26.67万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -5,160-100.0% -$25.17万 清仓
— TIDAL TRUST III $00.00%0 -8,212-100.0% -$25.04万 清仓
FSLY FASTLY INC $00.00%0 -8,517-100.0% -$24.75万 清仓
OZK BANK OZK LITTLE ROCK ARK $00.00%0 -5,171-100.0% -$23.73万 清仓
IHDG WISDOMTREE TR $00.00%0 -4,898-100.0% -$23.58万 清仓
RELX RELX PLC $00.00%0 -6,953-100.0% -$23.05万 清仓
WTM WHITE MTNS INS GROUP LTD $00.00%0 -101-100.0% -$22.12万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -577-100.0% -$21.91万 清仓
VOOG VANGUARD ADMIRAL FDS INC $00.00%0 -3,108-100.0% -$21.14万 清仓
ROL ROLLINS INC $00.00%0 -3,949-100.0% -$21.09万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -3,535-100.0% -$20.87万 清仓
NYT NEW YORK TIMES CO MTN BE $00.00%0 -2,465-100.0% -$20.64万 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -11,016-100.0% -$20.40万 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $00.00%0 -10,931-100.0% -$8.24万 清仓
— NAKAMOTO INC $00.00%0 -78,915-100.0% -$1.74万 清仓
— GABELLI EQUITY TR INC $00.00%0 -13,680-100.0% -$96 清仓