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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | $3.65亿 | 6.65% | 6,268,470 | -201,623 | -3.1% | -$1,173.04万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3.42亿 | 6.23% | 4,765,340 | 565,593 | 13.5% | $4,058.13万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2.83亿 | 5.15% | 5,642,044 | -1,526,025 | -21.3% | -$7,648.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.80亿 | 5.11% | 468,814 | -1,040,728 | -68.9% | -$6.22亿 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2.45亿 | 4.47% | 7,445,617 | 2,775,398 | 59.4% | $9,144.94万 | 加仓 |
| IVV | ISHARES TR | $2.27亿 | 4.13% | 347,015 | -5,176 | -1.5% | -$338.10万 | 减仓 |
| PWRD | TCW ETF TRUST | $2.06亿 | 3.76% | 2,107,222 | -245,147 | -10.4% | -$2,396.70万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1.49亿 | 2.71% | 2,862,506 | -3,683 | -0.1% | -$19.13万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $1.38亿 | 2.51% | 1,936,319 | -2,380,758 | -55.1% | -$1.69亿 | 减仓 |
| EFV | ISHARES TR | $1.22亿 | 2.23% | 1,646,319 | 684,355 | 71.1% | $5,088.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.22亿 | 2.22% | 2,671,846 | -7,509,343 | -73.8% | -$3.43亿 | 减仓 |
| IEFA | ISHARES TR | $1.18亿 | 2.16% | 1,308,185 | -86,484 | -6.2% | -$782.94万 | 减仓 |
| EMOP | AB ACTIVE ETFS INC | $1.18亿 | 2.16% | 2,702,590 | 2,702,590 | — | $1.18亿 | 新建仓 |
| BRTR | BLACKROCK ETF TRUST II | $9,840.48万 | 1.79% | 1,960,645 | -391,620 | -16.6% | -$1,965.54万 | 减仓 |
| AGG | ISHARES TR | $9,228.90万 | 1.68% | 929,676 | -23,553,743 | -96.2% | -$23.38亿 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $8,403.64万 | 1.53% | 1,109,538 | -523,283 | -32.0% | -$3,963.35万 | 减仓 |
| EMGF | ISHARES INC | $8,354.09万 | 1.52% | 1,382,441 | 191,408 | 16.1% | $1,156.68万 | 加仓 |
| IYG | ISHARES TR | $7,423.31万 | 1.35% | 896,103 | 319,680 | 55.5% | $2,648.23万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $7,112.94万 | 1.30% | 1,287,643 | 630,530 | 96.0% | $3,483.05万 | 加仓 |
| IYK | ISHARES TR | $6,307.24万 | 1.15% | 900,649 | 900,649 | — | $6,307.24万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $6,157.81万 | 1.12% | 106,688 | 4,445 | 4.3% | $256.56万 | 加仓 |
| AAPL | APPLE INC | $6,027.76万 | 1.10% | 237,510 | 4,284 | 1.8% | $108.72万 | 加仓 |
| IEI | ISHARES TR | $5,779.61万 | 1.05% | 487,319 | 18,689 | 4.0% | $221.65万 | 加仓 |
| GOVT | ISHARES TR | $5,761.23万 | 1.05% | 2,514,722 | 2,490,308 | 10,200.3% | $5,705.30万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $5,666.62万 | 1.03% | 1,814,543 | 863,956 | 90.9% | $2,698.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,377.96万 | 0.98% | 308,369 | 1,419 | 0.5% | $24.75万 | 加仓 |
| TLH | ISHARES TR | $5,265.37万 | 0.96% | 522,773 | 116,612 | 28.7% | $1,174.52万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $4,474.15万 | 0.82% | 1,871,246 | 688,687 | 58.2% | $1,646.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,418.16万 | 0.81% | 119,355 | 2,893 | 2.5% | $107.09万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,489.29万 | 0.64% | 395,791 | -183,614 | -31.7% | -$1,618.74万 | 减仓 |
| IEMG | ISHARES INC | $3,390.66万 | 0.62% | 486,116 | -1,926,468 | -79.9% | -$1.34亿 | 减仓 |
| IVW | ISHARES TR | $3,263.76万 | 0.59% | 288,548 | -21,348 | -6.9% | -$241.47万 | 减仓 |
| ITA | ISHARES TR | $3,205.55万 | 0.58% | 146,539 | 44,652 | 43.8% | $976.76万 | 加仓 |
| AMZN | AMAZON COM INC | $2,893.06万 | 0.53% | 138,909 | -64,091 | -31.6% | -$1,334.82万 | 减仓 |
| AVGO | BROADCOM INC | $2,768.69万 | 0.50% | 89,454 | 3,036 | 3.5% | $93.97万 | 加仓 |
| IJH | ISHARES TR | $2,468.87万 | 0.45% | 365,596 | -16,847 | -4.4% | -$113.77万 | 减仓 |
| GOOGL | ALPHABET INC | $2,325.35万 | 0.42% | 80,865 | 652 | 0.8% | $18.75万 | 加仓 |
| MUB | ISHARES TR | $2,270.35万 | 0.41% | 213,882 | -30,972 | -12.6% | -$328.77万 | 减仓 |
| USMV | ISHARES TR | $2,255.19万 | 0.41% | 243,173 | -18,503 | -7.1% | -$171.60万 | 减仓 |
| WMT | WALMART INC | $2,227.60万 | 0.41% | 179,240 | 7,987 | 4.7% | $99.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,179.64万 | 0.40% | 74,097 | -2,428 | -3.2% | -$71.42万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,114.08万 | 0.39% | 423,749 | 179,889 | 73.8% | $897.47万 | 加仓 |
| ITOT | ISHARES TR | $2,000.28万 | 0.36% | 140,440 | 40,553 | 40.6% | $577.59万 | 加仓 |
| IYW | ISHARES TR | $1,882.68万 | 0.34% | 103,774 | -598,484 | -85.2% | -$1.09亿 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,852.17万 | 0.34% | 344,461 | -203,956 | -37.2% | -$1,096.67万 | 减仓 |
| META | META PLATFORMS INC | $1,750.98万 | 0.32% | 30,605 | -4,578 | -13.0% | -$261.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,731.01万 | 0.32% | 60,276 | -3,139 | -4.9% | -$90.15万 | 减仓 |
| IWF | ISHARES TR | $1,716.06万 | 0.31% | 40,245 | -101 | -0.3% | -$4.31万 | 减仓 |
| GOOG | ALPHABET INC | $1,630.54万 | 0.30% | 56,841 | 2,913 | 5.4% | $83.56万 | 加仓 |
| MTUM | ISHARES TR | $1,588.05万 | 0.29% | 66,172 | -2,645 | -3.8% | -$63.48万 | 减仓 |
| IJR | ISHARES TR | $1,506.95万 | 0.27% | 121,225 | -15,988 | -11.7% | -$198.75万 | 减仓 |
| TSLA | TESLA INC | $1,403.50万 | 0.26% | 37,754 | -909 | -2.4% | -$33.79万 | 减仓 |
| QUAL | ISHARES TR | $1,383.91万 | 0.25% | 72,150 | -153,598 | -68.0% | -$2,946.16万 | 减仓 |
| SMMU | PIMCO ETF TR | $1,344.73万 | 0.25% | 266,548 | -206,349 | -43.6% | -$1,041.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,312.13万 | 0.24% | 27,382 | -282 | -1.0% | -$13.51万 | 减仓 |
| CAT | CATERPILLAR INC | $1,292.94万 | 0.24% | 18,250 | -1,511 | -7.6% | -$107.05万 | 减仓 |
| HD | HOME DEPOT INC | $1,278.07万 | 0.23% | 38,860 | -1,155 | -2.9% | -$37.99万 | 减仓 |
| OEF | ISHARES TR | $1,254.04万 | 0.23% | 39,426 | -233,629 | -85.6% | -$7,431.13万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,238.38万 | 0.23% | 247,726 | 26,388 | 11.9% | $131.91万 | 加仓 |
| IGM | ISHARES TR | $1,223.39万 | 0.22% | 103,231 | -8,034 | -7.2% | -$95.21万 | 减仓 |
| IWD | ISHARES TR | $1,195.96万 | 0.22% | 55,972 | -79 | -0.1% | -$1.69万 | 减仓 |
| V | VISA INC | $1,165.92万 | 0.21% | 38,576 | -1,298 | -3.3% | -$39.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,165.14万 | 0.21% | 47,666 | 2,444 | 5.4% | $59.74万 | 加仓 |
| IUSB | ISHARES TR | $1,164.78万 | 0.21% | 252,171 | 119,571 | 90.2% | $552.30万 | 加仓 |
| — | EXXON MOBIL CORP | $1,155.41万 | 0.21% | 68,101 | 2,008 | 3.0% | $34.07万 | 加仓 |
| IDEV | ISHARES TR | $1,105.95万 | 0.20% | 132,338 | -4,705 | -3.4% | -$39.32万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,082.56万 | 0.20% | 229,940 | 222,993 | 3,209.9% | $1,049.85万 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,076.11万 | 0.20% | 280,091 | 68,105 | 32.1% | $261.66万 | 加仓 |
| CVX | CHEVRON CORP NEW | $1,012.33万 | 0.18% | 48,929 | 6,598 | 15.6% | $136.51万 | 加仓 |
| DGRO | ISHARES TR | $988.55万 | 0.18% | 140,859 | 9,441 | 7.2% | $66.26万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $984.48万 | 0.18% | 390,975 | 47,390 | 13.8% | $119.33万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $968.09万 | 0.18% | 50,186 | 86 | 0.2% | $1.66万 | 加仓 |
| ICLN | ISHARES TR | $963.71万 | 0.18% | 526,903 | 21,326 | 4.2% | $39.01万 | 加仓 |
| LLY | LILLY ELI & CO | $949.58万 | 0.17% | 10,324 | 471 | 4.8% | $43.32万 | 加仓 |
| MUNI | PIMCO ETF TR | $949.04万 | 0.17% | 181,843 | -116,162 | -39.0% | -$606.25万 | 减仓 |
| BOND | PIMCO ETF TR | $926.34万 | 0.17% | 100,384 | 11,062 | 12.4% | $102.08万 | 加仓 |
| — | PGIM ETF TR | $902.68万 | 0.16% | 213,246 | 213,246 | — | $902.68万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $883.42万 | 0.16% | 10,442 | 352 | 3.5% | $29.78万 | 加仓 |
| TJX | TJX COS INC NEW | $882.18万 | 0.16% | 55,240 | 1,542 | 2.9% | $24.63万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $873.51万 | 0.16% | 194,762 | -87,529 | -31.0% | -$392.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $871.12万 | 0.16% | 52,686 | -329 | -0.6% | -$5.44万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $867.64万 | 0.16% | 284,473 | 160,897 | 130.2% | $490.74万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $866.41万 | 0.16% | 215,577 | -422,467 | -66.2% | -$1,697.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $860.74万 | 0.16% | 134,323 | 14,499 | 12.1% | $92.91万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $831.73万 | 0.15% | 8,347 | 1,128 | 15.6% | $112.40万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $831.50万 | 0.15% | 114,532 | -4,958 | -4.1% | -$35.99万 | 减仓 |
| ABBV | ABBVIE INC | $823.54万 | 0.15% | 37,866 | -695 | -1.8% | -$15.12万 | 减仓 |
| MRK | MERCK & CO INC | $797.70万 | 0.15% | 66,315 | -160 | -0.2% | -$1.92万 | 减仓 |
| MCD | MCDONALDS CORP | $760.34万 | 0.14% | 24,465 | 840 | 3.6% | $26.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $753.19万 | 0.14% | 22,287 | 1,516 | 7.3% | $51.23万 | 加仓 |
| CME | CME GROUP INC | $737.82万 | 0.13% | 24,981 | -3,986 | -13.8% | -$117.73万 | 减仓 |
| FEOE | RBB FUND TRUST | $728.36万 | 0.13% | 144,344 | -162,235 | -52.9% | -$818.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $721.06万 | 0.13% | 29,748 | -341 | -1.1% | -$8.27万 | 减仓 |
| EFG | ISHARES TR | $706.01万 | 0.13% | 63,393 | -198,795 | -75.8% | -$2,213.99万 | 减仓 |
| ETN | EATON CORP PLC | $694.54万 | 0.13% | 19,418 | -116 | -0.6% | -$4.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $681.21万 | 0.12% | 22,521 | 165 | 0.7% | $4.99万 | 加仓 |
| MPC | MARATHON PETE CORP | $666.45万 | 0.12% | 27,293 | -3,952 | -12.6% | -$96.50万 | 减仓 |
| TLT | ISHARES TR | $659.02万 | 0.12% | 76,020 | -5,281 | -6.5% | -$45.78万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $647.17万 | 0.12% | 20,173 | -37,589 | -65.1% | -$1,205.88万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $642.43万 | 0.12% | 76,009 | 73,117 | 2,528.3% | $617.98万 | 加仓 |