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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | $4.41亿 | 6.77% | 6,481,606 | 213,136 | 3.4% | $1,449.54万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4.12亿 | 6.33% | 5,187,608 | 422,268 | 8.9% | $3,353.23万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3.42亿 | 5.26% | 5,514,169 | -127,875 | -2.3% | -$794.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3.19亿 | 4.89% | 463,765 | -5,049 | -1.1% | -$346.77万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2.78亿 | 4.28% | 5,280,812 | -2,164,805 | -29.1% | -$1.14亿 | 减仓 |
| IVV | ISHARES TR | $2.70亿 | 4.16% | 361,188 | 14,173 | 4.1% | $1,061.40万 | 加仓 |
| PWRD | TCW ETF TRUST | $2.14亿 | 3.29% | 1,739,131 | -368,091 | -17.5% | -$4,526.05万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $1.70亿 | 2.61% | 1,976,096 | 39,777 | 2.1% | $341.53万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1.65亿 | 2.54% | 3,160,173 | 297,667 | 10.4% | $1,557.99万 | 加仓 |
| EFV | ISHARES TR | $1.59亿 | 2.45% | 2,080,637 | 434,318 | 26.4% | $3,324.71万 | 加仓 |
| EMOP | AB ACTIVE ETFS INC | $1.45亿 | 2.23% | 2,776,357 | 73,767 | 2.7% | $385.29万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.39亿 | 2.13% | 3,049,078 | 377,232 | 14.1% | $1,716.03万 | 加仓 |
| IEFA | ISHARES TR | $1.29亿 | 1.99% | 1,340,715 | 32,530 | 2.5% | $314.17万 | 加仓 |
| IWB | ISHARES TR | $1.27亿 | 1.96% | 311,153 | 308,540 | 11,807.9% | $1.26亿 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $1.19亿 | 1.83% | 2,363,407 | 402,762 | 20.5% | $2,026.90万 | 加仓 |
| EMGF | ISHARES INC | $1.04亿 | 1.60% | 1,420,427 | 37,986 | 2.7% | $278.29万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $9,950.71万 | 1.53% | 1,206,292 | 96,754 | 8.7% | $798.12万 | 加仓 |
| AGG | ISHARES TR | $9,726.09万 | 1.49% | 982,632 | 52,956 | 5.7% | $524.16万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $8,445.22万 | 1.30% | 1,400,766 | 113,123 | 8.8% | $682.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,187.32万 | 1.26% | 111,180 | 4,492 | 4.2% | $330.79万 | 加仓 |
| AAPL | APPLE INC | $7,231.21万 | 1.11% | 249,904 | 12,394 | 5.2% | $358.63万 | 加仓 |
| GOVT | ISHARES TR | $6,806.64万 | 1.05% | 2,987,988 | 473,266 | 18.8% | $1,078.10万 | 加仓 |
| IYG | ISHARES TR | $6,692.76万 | 1.03% | 739,777 | -156,326 | -17.4% | -$1,414.28万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,534.15万 | 1.00% | 326,560 | 18,191 | 5.9% | $363.98万 | 加仓 |
| IEI | ISHARES TR | $6,306.14万 | 0.97% | 536,921 | 49,602 | 10.2% | $582.58万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $6,232.66万 | 0.96% | 2,071,062 | 256,519 | 14.1% | $771.97万 | 加仓 |
| IYK | ISHARES TR | $5,661.71万 | 0.87% | 779,206 | -121,443 | -13.5% | -$882.40万 | 减仓 |
| TLH | ISHARES TR | $5,638.55万 | 0.87% | 561,888 | 39,115 | 7.5% | $392.52万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $5,164.36万 | 0.79% | 2,129,632 | 258,386 | 13.8% | $626.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,627.35万 | 0.71% | 124,051 | 4,696 | 3.9% | $175.17万 | 加仓 |
| IVW | ISHARES TR | $4,048.47万 | 0.62% | 294,370 | 5,822 | 2.0% | $80.07万 | 加仓 |
| IEMG | ISHARES INC | $4,007.48万 | 0.62% | 483,761 | -2,355 | -0.5% | -$19.51万 | 减仓 |
| ITA | ISHARES TR | $3,910.54万 | 0.60% | 161,313 | 14,774 | 10.1% | $358.15万 | 加仓 |
| AMZN | AMAZON COM INC | $3,495.77万 | 0.54% | 146,672 | 7,763 | 5.6% | $185.02万 | 加仓 |
| AVGO | BROADCOM INC | $3,421.65万 | 0.53% | 90,580 | 1,126 | 1.3% | $42.53万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,125.80万 | 0.48% | 413,958 | 18,167 | 4.6% | $137.18万 | 加仓 |
| GOOGL | ALPHABET INC | $3,039.86万 | 0.47% | 85,062 | 4,197 | 5.2% | $149.99万 | 加仓 |
| IJH | ISHARES TR | $2,790.68万 | 0.43% | 361,909 | -3,687 | -1.0% | -$28.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,484.23万 | 0.38% | 75,894 | 1,797 | 2.4% | $58.82万 | 加仓 |
| IYW | ISHARES TR | $2,381.23万 | 0.37% | 94,407 | -9,367 | -9.0% | -$236.26万 | 减仓 |
| MUB | ISHARES TR | $2,363.51万 | 0.36% | 219,617 | 5,735 | 2.7% | $61.72万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $2,346.13万 | 0.36% | 31,417 | 24,426 | 349.4% | $1,824.06万 | 加仓 |
| ITOT | ISHARES TR | $2,285.35万 | 0.35% | 139,122 | -1,318 | -0.9% | -$21.65万 | 减仓 |
| MTUM | ISHARES TR | $2,208.32万 | 0.34% | 64,414 | -1,758 | -2.7% | -$60.27万 | 减仓 |
| USMV | ISHARES TR | $2,166.99万 | 0.33% | 224,652 | -18,521 | -7.6% | -$178.65万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,138.38万 | 0.33% | 422,772 | -977 | -0.2% | -$4.94万 | 减仓 |
| WMT | WALMART INC | $2,096.28万 | 0.32% | 185,085 | 5,845 | 3.3% | $66.20万 | 加仓 |
| GOOG | ALPHABET INC | $2,073.49万 | 0.32% | 58,684 | 1,843 | 3.2% | $65.12万 | 加仓 |
| IWF | ISHARES TR | $2,012.81万 | 0.31% | 162,101 | 1,121 | 0.7% | $13.92万 | 加仓 |
| CAT | CATERPILLAR INC | $1,970.64万 | 0.30% | 18,505 | 255 | 1.4% | $27.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,911.87万 | 0.29% | 237,293 | -3,811 | -1.6% | -$30.71万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,870.94万 | 0.29% | 349,709 | 5,248 | 1.5% | $28.08万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,820.10万 | 0.28% | 359,313 | 111,587 | 45.0% | $565.24万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,794.21万 | 0.28% | 609,653 | 609,653 | — | $1,794.21万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1,793.32万 | 0.28% | 15,536 | 1,481 | 10.5% | $170.95万 | 加仓 |
| IJR | ISHARES TR | $1,767.59万 | 0.27% | 119,182 | -2,043 | -1.7% | -$30.30万 | 减仓 |
| META | META PLATFORMS INC | $1,672.29万 | 0.26% | 29,688 | -917 | -3.0% | -$51.65万 | 减仓 |
| IGM | ISHARES TR | $1,650.65万 | 0.25% | 100,908 | -2,323 | -2.3% | -$38.00万 | 减仓 |
| TSLA | TESLA INC | $1,620.78万 | 0.25% | 38,535 | 781 | 2.1% | $32.85万 | 加仓 |
| QUAL | ISHARES TR | $1,592.55万 | 0.24% | 72,577 | 427 | 0.6% | $9.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,571.79万 | 0.24% | 27,057 | 1,992 | 7.9% | $115.72万 | 加仓 |
| OEF | ISHARES TR | $1,449.64万 | 0.22% | 39,622 | 196 | 0.5% | $7.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,405.11万 | 0.22% | 28,080 | 698 | 2.5% | $34.93万 | 加仓 |
| IWD | ISHARES TR | $1,351.99万 | 0.21% | 55,768 | -204 | -0.4% | -$4.95万 | 减仓 |
| V | VISA INC | $1,334.06万 | 0.20% | 38,884 | 308 | 0.8% | $10.57万 | 加仓 |
| LLY | LILLY ELI & CO | $1,319.39万 | 0.20% | 11,000 | 676 | 6.5% | $81.08万 | 加仓 |
| HD | HOME DEPOT INC | $1,262.90万 | 0.19% | 35,809 | -3,051 | -7.9% | -$107.60万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,229.57万 | 0.19% | 276,431 | -3,660 | -1.3% | -$16.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,183.40万 | 0.18% | 46,596 | -1,070 | -2.2% | -$27.17万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,177.14万 | 0.18% | 250,776 | 20,836 | 9.1% | $97.80万 | 加仓 |
| IDEV | ISHARES TR | $1,147.31万 | 0.18% | 128,897 | -3,441 | -2.6% | -$30.63万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $1,101.08万 | 0.17% | 436,590 | 45,615 | 11.7% | $115.04万 | 加仓 |
| DGRO | ISHARES TR | $1,086.20万 | 0.17% | 143,317 | 2,458 | 1.7% | $18.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,062.33万 | 0.16% | 10,504 | 62 | 0.6% | $6.27万 | 加仓 |
| ICLN | ISHARES TR | $1,059.76万 | 0.16% | 517,206 | -9,697 | -1.8% | -$19.87万 | 减仓 |
| SMMU | PIMCO ETF TR | $1,049.15万 | 0.16% | 207,752 | -58,796 | -22.1% | -$296.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,044.69万 | 0.16% | 21,875 | -412 | -1.8% | -$19.68万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,040.42万 | 0.16% | 220,429 | 4,852 | 2.3% | $22.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,003.32万 | 0.15% | 288,228 | 3,755 | 1.3% | $13.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $994.48万 | 0.15% | 139,576 | 5,253 | 3.9% | $37.43万 | 加仓 |
| ABBV | ABBVIE INC | $982.35万 | 0.15% | 39,038 | 1,172 | 3.1% | $29.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $976.57万 | 0.15% | 53,981 | 1,295 | 2.5% | $23.43万 | 加仓 |
| — | PGIM ETF TR | $961.96万 | 0.15% | 228,331 | 15,085 | 7.1% | $63.55万 | 加仓 |
| XOM | EXXON MOBIL CORP | $923.90万 | 0.14% | 67,576 | 67,576 | — | $923.90万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $897.87万 | 0.14% | 110,357 | -4,175 | -3.6% | -$33.97万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $887.76万 | 0.14% | 194,258 | -504 | -0.3% | -$2.30万 | 减仓 |
| MRK | MERCK & CO INC | $866.95万 | 0.13% | 67,467 | 1,152 | 1.7% | $14.80万 | 加仓 |
| MUNI | PIMCO ETF TR | $856.67万 | 0.13% | 162,865 | -18,978 | -10.4% | -$99.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $847.39万 | 0.13% | 22,900 | 2,727 | 13.5% | $100.91万 | 加仓 |
| CVX | CHEVRON CORP NEW | $842.75万 | 0.13% | 50,841 | 1,912 | 3.9% | $31.69万 | 加仓 |
| TJX | TJX COS INC NEW | $837.61万 | 0.13% | 55,288 | 48 | 0.1% | $7,272 | 加仓 |
| ETN | EATON CORP PLC | $830.04万 | 0.13% | 19,479 | 61 | 0.3% | $2.60万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $821.93万 | 0.13% | 83,369 | 7,360 | 9.7% | $72.56万 | 加仓 |
| AMAT | APPLIED MATLS INC | $813.82万 | 0.13% | 11,256 | 346 | 3.2% | $25.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $812.96万 | 0.12% | 28,910 | -838 | -2.8% | -$23.57万 | 减仓 |
| FEOE | RBB FUND TRUST | $812.23万 | 0.12% | 152,104 | 7,760 | 5.4% | $41.44万 | 加仓 |
| IUSB | ISHARES TR | $793.75万 | 0.12% | 171,994 | -80,177 | -31.8% | -$370.02万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $789.58万 | 0.12% | 41,616 | -8,570 | -17.1% | -$162.60万 | 减仓 |
| EFG | ISHARES TR | $784.66万 | 0.12% | 63,066 | -327 | -0.5% | -$4.07万 | 减仓 |
| BOND | PIMCO ETF TR | $782.02万 | 0.12% | 84,809 | -15,575 | -15.5% | -$143.62万 | 减仓 |