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SAGESPRING WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SAGESPRING WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0002056425
持仓数
791
前50大市值合计
$4.26B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 83
减持 37
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$178.2M
2,803,939
减持
FVAL
FIDELITY COVINGTON TRUST
-$119.1M
10,685
-99%
减持
EMXC
ISHARES INC
-$74.1M
3,843
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$69.2M
1,086,279
增持
IEMG
ISHARES INC
+$59.5M
1,774,500
+155%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$58.7M
5,189
-99%
增持
OEF
ISHARES TR
+$56.4M
215,857
+2866%
清仓
ABLG
TRIMTABS ETF TR
-$55.4M
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$49.0M
1,584,082
+142%
增持
QQQ
INVESCO QQQ TR
+$48.8M
112,203
+1409%
建仓
ABLD
ABACUS FCF ETF TR
+$41.1M
1,444,766
减持
MTUM
ISHARES TR
-$35.3M
77,903
-68%
增持
FBND
FIDELITY MERRIMACK STR TR
+$35.2M
9,556,568
+8%
减持
IXC
ISHARES TR
-$33.3M
5,119
-99%
建仓
IEI
ISHARES TR
+$28.6M
242,067
增持
EMGF
ISHARES INC
+$28.2M
991,325
+147%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$26.7M
537,319
减持
EFG
ISHARES TR
-$26.2M
426,911
-40%
减持
VTEB
VANGUARD MUN BD FDS
-$26.1M
346,642
-60%
清仓
PYLD
PIMCO ETF TR
-$23.6M
0
-100%
增持
IAU
ISHARES GOLD TR
+$22.8M
560,530
+170%
减持
IJH
ISHARES TR
-$17.7M
475,403
-35%
减持
IJR
ISHARES TR
-$17.2M
196,019
-40%
减持
IEFA
ISHARES TR
-$16.3M
1,411,891
-19%
减持
AGG
ISHARES TR
-$12.9M
24,537,007
-4%
增持
PWRD
TCW TRANSFORM ETF TRUST
+$12.5M
2,161,893
+13%
减持
IYW
ISHARES TR
-$12.0M
556,840
-2%
增持
DYNF
BLACKROCK ETF TRUST
+$10.7M
4,959,583
+10%
增持
IGM
ISHARES TR
+$10.2M
124,731
+1025%
增持
ABFL
TRIMTABS ETF TR
+$10.1M
3,303,756
+9%
减持
VO
VANGUARD INDEX FDS
-$9.4M
78,467
-30%
减持
BINC
BLACKROCK ETF TRUST II
-$8.6M
2,391,352
-7%
增持
SMMU
PIMCO ETF TR
+$8.5M
237,986
+249%
增持
ITOT
ISHARES TR
+$8.0M
101,036
+204%
增持
TLT
ISHARES TR
+$7.5M
362,931
+24%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$7.4M
114,995
增持
BOND
PIMCO ETF TR
+$6.6M
80,329
+830%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.7M
105,388
+668%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$4.5M
118,878
增持
IDEV
ISHARES TR
+$4.3M
120,045
+96%
增持
ICLN
ISHARES TR
+$4.3M
395,874
+2190%
建仓
QCJA
FIRST TR EXCHNG TRADED FD VI
+$3.9M
203,957
增持
IVW
ISHARES TR
+$3.8M
193,434
+38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
24,841
+16%
减持
EFV
ISHARES TR
-$3.3M
1,012,862
-16%
增持
AAPL
APPLE INC
+$3.3M
198,810
+22%
增持
IUSB
ISHARES TR
+$3.2M
133,938
+104%
增持
AVGO
BROADCOM INC
-$3.2M
73,095
+10%
清仓
QCJL
FIRST TR EXCHNG TRADED FD VI
-$3.1M
0
-100%
增持
META
META PLATFORMS INC
+$2.7M
29,244
+21%
减持
HYMB
SPDR SER TR
-$2.6M
118,593
-46%
增持
MSFT
MICROSOFT CORP
-$2.6M
95,040
+5%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$2.5M
0
-100%
减持
SUB
ISHARES TR
-$2.5M
19,393
-55%
增持
MUB
ISHARES TR
+$2.4M
184,426
+16%
建仓
ZALT
INNOVATOR ETFS TRUST
+$2.4M
79,676
增持
PM
PHILIP MORRIS INTL INC
+$2.4M
56,110
+3%
增持
TSLA
TESLA INC
-$2.2M
26,586
+18%
增持
V
VISA INC
+$2.2M
36,623
+9%
增持
FBCG
FIDELITY COVINGTON TRUST
+$2.2M
6,194,027
+17%
增持
IVLU
ISHARES TR
+$2.2M
100,976
+221%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.1M
4,492
-72%
增持
CVX
CHEVRON CORP NEW
+$2.1M
38,831
+27%
减持
IWF
ISHARES TR
-$2.1M
43,632
-2%
清仓
IYE
ISHARES TR
-$2.0M
0
-100%
增持
INTF
ISHARES TR
+$1.9M
124,822
+82%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.9M
171,507
-21%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.8M
93,749
+175%
增持
—
EXXON MOBIL CORP
+$1.8M
56,348
+23%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.7M
37,183
+35%
增持
CRM
SALESFORCE INC
+$1.6M
24,505
+66%
减持
USHY
ISHARES TR
-$1.6M
179,571
-20%
建仓
AEM
AGNICO EAGLE MINES LTD
+$1.6M
14,653
减持
FCX
FREEPORT-MCMORAN INC
-$1.6M
12,240
-77%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
66,911
+8%
增持
ABBV
ABBVIE INC
+$1.5M
23,754
+21%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
32,159
+21%
减持
DGRO
ISHARES TR
-$1.4M
128,918
-16%
减持
MRK
MERCK & CO INC
-$1.3M
43,709
-17%
增持
MO
ALTRIA GROUP INC
+$1.3M
73,795
+25%
增持
IVV
ISHARES TR
-$1.3M
331,723
+3%
增持
MCD
MCDONALDS CORP
+$1.3M
17,226
+23%
减持
—
EATON CORP PLC
-$1.3M
19,052
-2%
增持
T
AT&T INC
+$1.3M
133,985
+21%
增持
NVDA
NVIDIA CORPORATION
-$1.3M
256,250
+19%
增持
VV
VANGUARD INDEX FDS
+$1.2M
6,650
+268%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
25,762
+8%
建仓
STIP
ISHARES TR
+$1.2M
11,300
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
143,351
-1%
减持
IEF
ISHARES TR
-$1.1M
12,386
-51%
增持
VFLO
VICTORY PORTFOLIOS II
+$1.1M
69,869
+88%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
30,534
+25%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
28,603,121
+4%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
7,088
+15%
增持
NFLX
NETFLIX INC
+$1.0M
5,104
+21%
增持
LLY
ELI LILLY & CO
+$960.8K
9,389
+7%
建仓
IWB
ISHARES TR
+$960.5K
3,131
增持
GE
GENERAL ELECTRIC CO
+$957.4K
12,857
+33%
减持
MPC
MARATHON PETE CORP
-$926.2K
20,885
-27%
增持
KO
COCA COLA CO
+$911.4K
44,606
+22%
增持
PG
PROCTER AND GAMBLE CO
+$910.9K
50,649
+10%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$909.4K
7,596
-13%
增持
GOOGL
ALPHABET INC
-$904.5K
64,133
+12%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$878.4K
23,312
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$858.0K
35,922
+323%
减持
USMV
ISHARES TR
-$855.8K
333,897
-8%
增持
GOOG
ALPHABET INC
-$849.3K
39,542
+7%
增持
ABT
ABBOTT LABS
+$830.3K
26,499
+12%
增持
CME
CME GROUP INC
+$819.6K
24,418
+0%
增持
CSCO
CISCO SYS INC
+$815.5K
50,270
+30%
增持
MA
MASTERCARD INCORPORATED
+$814.1K
8,628
+16%
清仓
BSCV
INVESCO EXCH TRD SLF IDX FD
-$803.8K
0
-100%
建仓
BALT
INNOVATOR ETFS TRUST
+$795.9K
25,362
增持
FISV
FISERV INC
+$774.3K
15,308
+21%
增持
UBER
UBER TECHNOLOGIES INC
+$762.2K
16,401
+129%
清仓
BSCW
INVESCO EXCH TRD SLF IDX FD
-$743.8K
0
-100%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$731.2K
0
-100%
增持
EMB
ISHARES TR
+$728.5K
158,326
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$718.4K
88,739
+28%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$714.6K
135,467
+11%
减持
HON
HONEYWELL INTL INC
-$701.3K
18,175
-10%
增持
—
LINDE PLC
+$696.9K
5,067
+28%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$695.4K
24,054
+36%
减持
SDY
SPDR SER TR
-$689.7K
32,647
-16%
清仓
BSCU
INVESCO EXCH TRD SLF IDX FD
-$670.0K
0
-100%
清仓
GAPR
FIRST TR EXCHNG TRADED FD VI
-$662.1K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$661.2K
134,163
+27%
减持
CALF
PACER FDS TR
-$655.3K
7,539
-65%
建仓
EALT
INNOVATOR ETFS TRUST
+$651.1K
21,178
减持
EEM
ISHARES TR
-$646.0K
5,143
-75%
增持
DE
DEERE & CO
+$641.9K
4,715
+27%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$641.4K
3,230
+41%
增持
O
REALTY INCOME CORP
+$639.8K
32,624
+39%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$630.0K
0
-100%
增持
DBEF
DBX ETF TR
+$618.0K
38,928
+51%
增持
AEP
AMERICAN ELEC PWR CO INC
+$618.0K
11,615
+64%
减持
SMMV
ISHARES TR
-$613.2K
92,791
-14%
增持
SHEL
SHELL PLC
+$607.5K
15,852
+79%
增持
—
MEDTRONIC PLC
+$607.2K
22,478
+27%
建仓
PNOV
INNOVATOR ETFS TRUST
+$601.8K
16,170
减持
APP
APPLOVIN CORP
-$601.5K
993
-63%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$597.9K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$597.8K
7,057
+78%
增持
HCA
HCA HEALTHCARE INC
+$582.1K
9,371
+6%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$579.4K
7,019
增持
CMI
CUMMINS INC
+$578.0K
3,681
+123%
增持
CVS
CVS HEALTH CORP
+$559.7K
12,741
+88%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$558.6K
11,624
-8%
清仓
IQLT
ISHARES TR
-$551.6K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$548.4K
9,764
+137%
