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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 99
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
FBCG
FIDELITY COVINGTON TRUST
+$52.9M
6,228,360
+1%
增持
PWRD
TCW TRANSFORM ETF TRUST
+$51.6M
2,244,387
+4%
减持
OEF
ISHARES TR
-$50.1M
27,345
-87%
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。
增持
DYNF
BLACKROCK ETF TRUST
+$49.3M
5,344,939
+8%
建仓
EUSA
ISHARES INC
+$41.2M
415,915
增持
ABFL
TRIMTABS ETF TR
+$36.9M
3,504,909
+6%
增持
IVV
ISHARES TR
+$32.3M
360,425
+9%
增持
IEI
ISHARES TR
+$28.9M
482,864
+99%
建仓
IYF
ISHARES TR
+$26.8M
221,240
减持
TLT
ISHARES TR
-$26.1M
78,726
-78%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$22.9M
3,069,729
+9%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$19.7M
368,452
增持
MSFT
MICROSOFT CORP
+$18.9M
109,705
+15%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$18.9M
577,712
+331%
增持
NVDA
NVIDIA CORPORATION
+$17.0M
283,322
+11%
增持
SMMU
PIMCO ETF TR
+$16.8M
571,694
+140%
增持
TLH
ISHARES TR
+$15.8M
357,901
+80%
增持
IEFA
ISHARES TR
+$14.5M
1,453,725
+3%
增持
IEMG
ISHARES INC
+$14.4M
1,835,948
+3%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$13.3M
1,165,969
+7%
减持
MUNI
PIMCO ETF TR
-$12.7M
326,396
-43%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$12.7M
182,845
减持
IYW
ISHARES TR
+$12.3M
522,502
-6%
建仓
FEOE
RBB FUND TRUST
+$11.6M
276,358
增持
EMGF
ISHARES INC
+$11.5M
1,110,959
+12%
增持
AVGO
BROADCOM INC
+$11.3M
85,291
+17%
增持
IVW
ISHARES TR
+$11.2M
264,742
+37%
减持
VOO
VANGUARD INDEX FDS
+$9.5M
1,547,982
-2%
建仓
FESM
FIDELITY COVINGTON TRUST
+$9.5M
297,790
增持
QUAL
ISHARES TR
+$9.1M
393,038
+7%
增持
TAFI
AB ACTIVE ETFS INC
+$8.4M
346,276
+2989%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.4M
9,733,745
+2%
增持
EFV
ISHARES TR
+$8.0M
1,065,950
+5%
建仓
—
RTX CORPORATION
+$7.2M
49,119
增持
EFG
ISHARES TR
+$7.2M
445,172
+4%
增持
META
META PLATFORMS INC
+$6.9M
32,172
+10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$6.2M
27,219
-80%
增持
AMZN
AMAZON COM INC
+$5.9M
188,149
+7%
减持
QQQ
INVESCO QQQ TR
+$5.4M
105,240
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.3M
9,945
-38%
增持
JPM
JPMORGAN CHASE & CO
+$5.0M
73,899
+10%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.9M
0
-100%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$4.8M
7,697
-92%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$4.0M
80,443
增持
TSLA
TESLA INC
+$3.8M
33,725
+27%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.8M
585,625
+9%
增持
IAU
ISHARES GOLD TR
+$3.7M
589,730
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$3.7M
275,544
-21%
建仓
SCHV
SCHWAB STRATEGIC TR
+$3.4M
121,260
增持
ABLD
ABACUS FCF ETF TR
+$3.4M
1,559,749
+8%
减持
IJR
ISHARES TR
-$3.3M
157,309
-20%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$3.1M
27,220
增持
GOOGL
ALPHABET INC
+$2.9M
72,940
+14%
增持
AAPL
APPLE INC
-$2.9M
201,102
+1%
清仓
HYDB
ISHARES TR
-$2.7M
0
-100%
增持
NFLX
NETFLIX INC
+$2.6M
5,521
+8%
增持
ICLN
ISHARES TR
+$2.4M
524,379
+32%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.3M
18,664
+61%
增持
GOOG
ALPHABET INC
+$2.3M
47,663
+21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
29,312
+14%
增持
IDEV
ISHARES TR
+$2.2M
138,065
+15%
增持
MUB
ISHARES TR
+$2.2M
207,081
+12%
减持
IWF
ISHARES TR
+$2.1M
42,106
-3%
增持
GEV
GE VERNOVA INC
+$2.1M
5,489
+97%
减持
CRM
SALESFORCE INC
-$1.9M
17,092
-30%
减持
IJH
ISHARES TR
-$1.9M
416,468
-12%
增持
BAC
BANK AMERICA CORP
+$1.9M
107,709
+40%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.9M
9,457
+7%
增持
KO
COCA COLA CO
+$1.9M
71,671
+61%
增持
—
EATON CORP PLC
+$1.8M
19,603
+3%
减持
USMV
ISHARES TR
-$1.8M
313,896
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
125,165
+19%
增持
DIVO
AMPLIFY ETF TR
+$1.7M
219,226
+18%
增持
PM
PHILIP MORRIS INTL INC
+$1.7M
58,318
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
26,928
+12%
增持
WMT
WALMART INC
+$1.6M
128,189
+2%
减持
CVX
CHEVRON CORP NEW
-$1.5M
34,592
-11%
增持
ORCL
ORACLE CORP
+$1.5M
17,753
+4%
减持
IGM
ISHARES TR
+$1.5M
113,983
-9%
减持
MTUM
ISHARES TR
+$1.5M
71,592
-8%
增持
CAT
CATERPILLAR INC
+$1.4M
21,140
+3%
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
18,171
+12%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.4M
5,713
-71%
减持
MRK
MERCK & CO INC
-$1.3M
32,751
-25%
增持
ABBV
ABBVIE INC
+$1.3M
33,859
+43%
增持
INTF
ISHARES TR
+$1.2M
148,756
+19%
增持
QCJA
FIRST TR EXCHNG TRADED FD VI
+$1.2M
248,058
+22%
减持
VO
VANGUARD INDEX FDS
-$1.2M
68,263
-13%
增持
BOND
PIMCO ETF TR
+$1.2M
93,437
+16%
减持
ITOT
ISHARES TR
+$1.2M
99,804
-1%
增持
V
VISA INC
+$1.1M
39,364
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
23,845
+9%
增持
HD
HOME DEPOT INC
+$1.1M
38,594
+9%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.1M
185,471
+8%
减持
COWZ
PACER FDS TR
-$1.1M
103,428
-17%
增持
INTU
INTUIT
+$1.1M
3,887
+21%
减持
HYMB
SPDR SER TR
-$1.1M
76,779
-35%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.1M
119,313
+27%
减持
TSCO
TRACTOR SUPPLY CO
-$1.1M
14,938
-55%
增持
IVLU
ISHARES TR
+$1.1M
125,195
+24%
减持
FISV
FISERV INC
-$1.0M
13,617
-11%
增持
APH
AMPHENOL CORP NEW
+$1.0M
19,523
+40%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$1.0M
15,365
+140%
增持
BA
BOEING CO
+$996.0K
10,586
+48%
增持
FQAL
FIDELITY COVINGTON TRUST
+$942.2K
119,494
+4%
减持
LLY
ELI LILLY & CO
-$920.5K
8,767
-7%
减持
—
TRANE TECHNOLOGIES PLC
+$907.6K
9,156
-0%
增持
—
ROYAL CARIBBEAN GROUP
+$902.2K
7,919
+3%
增持
COST
COSTCO WHSL CORP NEW
+$891.5K
7,672
+8%
增持
MS
MORGAN STANLEY
+$880.6K
19,511
+22%
增持
BND
VANGUARD BD INDEX FDS
+$845.5K
17,496,876
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$843.1K
173,768
+11%
增持
NOW
SERVICENOW INC
+$840.4K
1,998
+31%
增持
EMB
ISHARES TR
+$830.0K
163,817
+3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$827.6K
12,935
+80%
增持
COF
CAPITAL ONE FINL CORP
+$826.5K
7,563
+73%
建仓
—
EDWARDS LIFESCIENCES CORP
+$823.5K
10,529
增持
GE
GE AEROSPACE
+$792.9K
13,078
+2%
增持
MA
MASTERCARD INCORPORATED
+$783.7K
9,811
+14%
增持
VFLO
VICTORY PORTFOLIOS II
+$777.5K
89,748
+28%
减持
BIL
SPDR SER TR
-$759.6K
39,721
-17%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$745.6K
25,462
+146%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$736.6K
14,376
清仓
EW
EDWARDS LIFESCIENCES CORP
-$729.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$711.9K
5,275
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$710.0K
25,774
+4%
增持
C
CITIGROUP INC
+$709.6K
24,080
+28%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$708.8K
2,974
+30%
减持
UPS
UNITED PARCEL SERVICE INC
-$704.5K
15,077
-26%
增持
BKNG
BOOKING HOLDINGS INC
+$693.2K
322
+27%
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$692.2K
25,750
增持
VTI
VANGUARD INDEX FDS
+$669.2K
59,306
+1%
增持
BLK
BLACKROCK INC
+$661.7K
2,196
+26%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$660.6K
14,159
-34%
建仓
—
TRAVELERS COMPANIES INC
+$652.3K
2,438
增持
HCA
HCA HEALTHCARE INC
+$646.4K
10,140
+8%
增持
WFC
WELLS FARGO CO NEW
+$644.9K
32,145
+20%
增持
—
JOHNSON CTLS INTL PLC
+$637.4K
20,402
+8%
增持
HOOD
ROBINHOOD MKTS INC
+$623.3K
9,400
+52%
增持
CSCO
CISCO SYS INC
+$611.6K
53,528
+6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$602.6K
95,347
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$598.5K
14,313
+58%
增持
AMAT
APPLIED MATLS INC
+$586.9K
8,297
+29%
增持
EMR
EMERSON ELEC CO
+$575.8K
9,808
+47%
增持
HON
HONEYWELL INTL INC
+$573.6K
18,989
+4%
建仓
RBLX
ROBLOX CORP
+$568.6K
5,405
建仓
NBB
NUVEEN TAXABLE MUNICPAL INM
+$561.7K
35,507
增持
CEG
CONSTELLATION ENERGY CORP
+$559.6K
3,361
+29%
增持
MPC
MARATHON PETE CORP
+$556.2K
21,666
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$550.6K
2,463
-21%
