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SageGuard Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SageGuard Financial Group, LLC

报告期 2026-03-31 · CIK 0001861378

持仓数

196

前50大市值合计

$509.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$36.2M

142,762

7.1%

WMT WALMART INC

COM

$24.2M

195,038

4.8%

NVDA NVIDIA CORPORATION

COM

$22.2M

127,564

4.4%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$19.6M

352,467

3.8%

AMZN AMAZON COM INC

COM

$19.5M

93,606

3.8%

MSFT MICROSOFT CORP

COM

$18.6M

50,253

3.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$17.9M

37,312

3.5%

KO COCA COLA CO

COM

$16.1M

211,501

3.2%

GLD SPDR GOLD TR

GOLD SHS

$15.5M

35,985

3.0%

COST COSTCO WHOLESALE CORPORATION

COM

$15.3M

15,346

3.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$14.5M

25,136

2.8%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$12.9M

381,944

2.5%

DUK DUKE ENERGY CORP NEW

COM NEW

$12.7M

97,073

2.5%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$12.7M

224,230

2.5%

LMT LOCKHEED MARTIN CORP

COM

$12.2M

20,170

2.4%

— EXXON MOBIL CORP

COM

$11.5M

67,556

2.3%

GE GE AEROSPACE

COM NEW

$11.4M

40,246

2.2%

MCD MCDONALDS CORP

COM

$11.2M

36,156

2.2%

PGR PROGRESSIVE CORP

COM

$11.0M

55,366

2.2%

CAT CATERPILLAR INC

COM

$10.8M

15,307

2.1%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$9.4M

115,242

1.9%

CL COLGATE PALMOLIVE CO

COM

$8.8M

102,830

1.7%

META META PLATFORMS INC

CL A

$8.5M

14,889

1.7%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$8.3M

168,241

1.6%

IBM INTERNATIONAL BUSINESS MACHS

COM

$7.2M

29,865

1.4%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$7.2M

43,586

1.4%

IAU ISHARES GOLD TR

ISHARES NEW

$7.0M

79,200

1.4%

GOOG ALPHABET INC

CAP STK CL C

$6.9M

24,038

1.4%

STLD STEEL DYNAMICS INC

COM

$6.8M

37,517

1.3%

CEG CONSTELLATION ENERGY CORP

COM

$6.7M

24,048

1.3%

IUSB ISHARES TR

CORE UNIVRSL USD

$6.6M

141,811

1.3%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$6.5M

131,192

1.3%

IEF ISHARES TR

7-10 YR TRSY BD

$6.5M

67,712

1.3%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$6.3M

300,043

1.2%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$6.3M

47,269

1.2%

ET ENERGY TRANSFER L P

COM UT LTD PTN

$6.3M

324,201

1.2%

T AT&T INC

COM

$6.0M

206,313

1.2%

QQA INVESCO ACTIVELY MANAGED EXC

QQQ INCOME ADVAN

$5.6M

111,874

1.1%

VGT VANGUARD WORLD FD

INF TECH ETF

$5.5M

7,864

1.1%

CVX CHEVRON CORPORATION

COM

$5.4M

25,940

1.1%

TMFE RBB FD INC

MOTLEY FOOL CAPI

$5.3M

194,276

1.0%

FENY FIDELITY COVINGTON TRUST

MSCI ENERGY IDX

$5.1M

150,796

1.0%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$5.0M

83,848

1.0%

ISPY PROSHARES TR

S&P 500 HIGH INC

$4.9M

113,123

1.0%

WM WASTE MGMT INC DEL

COM

$4.9M

21,326

1.0%

HCA HCA HEALTHCARE INC

COM

$4.7M

9,846

0.9%

ABBV ABBVIE INC

COM

$4.1M

18,699

0.8%

GEV GE VERNOVA INC

COM

$3.9M

4,454

0.8%

JPM JPMORGAN CHASE & CO

COM

$3.9M

13,173

0.8%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$3.7M

22,809

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

AAPL7.1%WMT4.8%NVDA4.4%JEPQ3.8%AMZN3.8%MSFT3.7%