小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 76
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
BAI
BLACKROCK ETF TRUST
+$155.5M
4,670,219
建仓
BRTR
BLACKROCK ETF TRUST II
+$119.4M
2,352,265
增持
IYF
ISHARES TR
+$76.4M
826,819
+247%
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。
减持
QUAL
ISHARES TR
-$65.6M
225,748
-60%
建仓
IYG
ISHARES TR
+$53.2M
576,423
减持
EFG
ISHARES TR
-$46.5M
262,188
-61%
减持
EUSA
ISHARES INC
-$44.2M
266,283
-62%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$34.4M
4,199,747
+9%
减持
PWRD
TCW TRANSFORM ETF TRUST
-$33.1M
2,352,369
-12%
建仓
INMU
BLACKROCK ETF TRUST II
+$28.4M
1,182,559
减持
EFV
ISHARES TR
-$25.2M
961,964
-30%
建仓
ITA
ISHARES TR
+$21.9M
101,887
增持
DYNF
BLACKROCK ETF TRUST
+$21.6M
6,470,093
+3%
减持
ABLD
ABACUS FCF ETF TR
-$19.7M
950,587
-42%
增持
IEMG
ISHARES INC
+$16.7M
2,412,584
+10%
增持
BINC
BLACKROCK ETF TRUST II
+$15.3M
2,866,189
+12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$13.8M
10,181,189
+3%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$13.0M
1,632,821
+10%
减持
IVV
ISHARES TR
-$11.4M
352,191
-6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$9.9M
221,338
+759%
增持
AAPL
APPLE INC
+$7.4M
233,226
+6%
减持
FBCG
FIDELITY COVINGTON TRUST
+$7.0M
7,168,069
-0%
增持
GOOGL
ALPHABET INC
+$6.1M
80,213
+2%
减持
VOO
VANGUARD INDEX FDS
-$5.9M
1,509,542
-1%
增持
AGG
ISHARES TR
+$5.6M
24,483,419
+0%
清仓
QCJL
FIRST TR EXCHNG TRADED FD VI
-$5.5M
0
-100%
建仓
QCOC
FIRST TR EXCHNG TRADED FD VI
+$5.4M
241,392
减持
IEFA
ISHARES TR
-$5.3M
1,394,669
-6%
减持
IEI
ISHARES TR
-$5.1M
468,630
-8%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$5.0M
0
-100%
减持
IYW
ISHARES TR
-$4.9M
702,258
-5%
增持
WMT
WALMART INC
+$4.8M
171,253
+24%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$4.7M
119,371
增持
LLY
ELI LILLY & CO
+$4.4M
9,853
+22%
减持
SMMU
PIMCO ETF TR
-$4.4M
472,897
-15%
增持
GOOG
ALPHABET INC
+$4.3M
53,928
+4%
增持
IVW
ISHARES TR
+$4.0M
309,896
+9%
增持
EMGF
ISHARES INC
+$3.6M
1,191,033
+3%
减持
META
META PLATFORMS INC
-$3.5M
35,183
-3%
增持
AMZN
AMAZON COM INC
+$3.4M
203,000
+4%
增持
MUB
ISHARES TR
+$3.4M
244,854
+14%
增持
FDVV
FIDELITY COVINGTON TRUST
+$3.1M
657,113
+7%
增持
MRK
MERCK & CO INC
+$3.1M
66,475
+43%
增持
MSFT
MICROSOFT CORP
-$3.1M
116,462
+2%
减持
HD
HOME DEPOT INC
-$2.9M
40,015
-3%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$2.8M
54,602
增持
NVDA
NVIDIA CORPORATION
+$2.6M
306,950
+5%
减持
MUNI
PIMCO ETF TR
-$2.5M
298,005
-14%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$2.5M
10,117
-67%
减持
HON
HONEYWELL INTL INC
-$2.5M
5,861
-66%
减持
USMV
ISHARES TR
-$2.3M
261,676
-8%
减持
IAU
ISHARES GOLD TR
+$2.3M
579,405
-6%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.2M
7,589
-55%
减持
VFLO
VICTORY PORTFOLIOS II
-$2.0M
42,831
-57%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.8M
203,922
+6%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
38,780
-19%
增持
NFLX
NETFLIX INC
-$1.7M
50,373
+837%
增持
TSLA
TESLA INC
+$1.7M
38,663
+10%
增持
MU
MICRON TECHNOLOGY INC
+$1.7M
12,503
+9%
减持
RFV
INVESCO EXCHANGE TRADED FD T
-$1.6M
1,746
-88%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.6M
638,044
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
86,084
-25%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
减持
TLTD
FLEXSHARES TR
-$1.5M
3,359
-84%
增持
AVGO
BROADCOM INC
+$1.5M
86,418
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
25,281
+4%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
45,222
+6%
减持
VFMO
VANGUARD WELLINGTON FD
-$1.5M
3,467
-69%
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
22,356
+8%
增持
ORCL
ORACLE CORP
-$1.3M
20,834
+8%
增持
ABFL
TRIMTABS ETF TR
+$1.3M
4,317,077
+1%
增持
FEOE
RBB FUND TRUST
+$1.3M
306,579
+4%
增持
RTX
RTX CORPORATION
+$1.3M
50,100
+6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
5,597
-55%
减持
OEF
ISHARES TR
-$1.3M
273,055
-2%
增持
—
EXXON MOBIL CORP
+$1.2M
66,093
+11%
减持
—
EATON CORP PLC
-$1.2M
19,534
-2%
减持
IJH
ISHARES TR
-$1.2M
382,443
-6%
增持
AMGN
AMGEN INC
+$1.2M
15,725
+12%
增持
EMB
ISHARES TR
+$1.2M
165,357
+7%
减持
T
AT&T INC
-$1.2M
118,234
-19%
减持
CAT
CATERPILLAR INC
+$1.2M
19,761
-7%
增持
DIVO
AMPLIFY ETF TR
+$1.2M
282,291
+10%
减持
FISV
FISERV INC
-$1.1M
8,127
-38%
减持
VO
VANGUARD INDEX FDS
-$1.1M
63,415
-5%
建仓
BDEC
INNOVATOR ETFS TRUST
+$1.1M
22,332
减持
IJR
ISHARES TR
-$1.1M
137,213
-7%
增持
VGT
VANGUARD WORLD FDS
+$1.1M
3,388
+71%
减持
MTUM
ISHARES TR
-$1.1M
68,817
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
30,089
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
4,902
+32%
增持
WFC
WELLS FARGO CO NEW
+$1.0M
44,285
+20%
增持
PDEC
INNOVATOR ETFS TRUST
+$1.0M
39,080
+146%
增持
BALT
INNOVATOR ETFS TRUST
+$1.0M
54,615
+120%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$992.9K
27,664
+8%
减持
SO
SOUTHERN CO
-$985.0K
50,692
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$973.4K
10,090
+2%
减持
COWZ
PACER FDS TR
-$969.4K
40,464
-32%
减持
VTEB
VANGUARD MUN BD FDS
-$962.6K
243,860
-8%
清仓
IDMO
INVESCO EXCH TRADED FD TR II
-$938.2K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$926.1K
211,986
+10%
增持
INTF
ISHARES TR
+$902.8K
188,820
+9%
减持
ICVT
ISHARES TR
-$880.4K
10,690
-45%
建仓
CMF
ISHARES TR
+$844.5K
14,698
增持
C
CITIGROUP INC
+$833.5K
29,322
+15%
减持
MSI
MOTOROLA SOLUTIONS INC
-$831.2K
10,611
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$821.5K
21,582
+34%
增持
BAC
BANK AMERICA CORP
+$817.8K
116,523
+8%
清仓
—
TOTALENERGIES SE
-$815.9K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$791.5K
20,771
+5%
清仓
—
UNILEVER PLC
-$770.8K
0
-100%
减持
MO
ALTRIA GROUP INC
-$770.6K
73,097
-3%
增持
JPM
JPMORGAN CHASE & CO
+$763.7K
76,525
+1%
减持
PM
PHILIP MORRIS INTL INC
-$762.0K
53,015
-7%
减持
IOO
ISHARES TR
-$753.4K
9,088
-43%
增持
ISRG
INTUITIVE SURGICAL INC
+$744.0K
3,551
+25%
增持
CSCO
CISCO SYS INC
+$744.0K
59,085
+6%
增持
FESM
FIDELITY COVINGTON TRUST
+$743.5K
323,620
+3%
减持
DBEF
DBX ETF TR
-$731.5K
23,001
-42%
减持
GOVT
ISHARES TR
-$719.3K
24,414
-56%
增持
ZALT
INNOVATOR ETFS TRUST
+$716.3K
102,235
+25%
增持
CRM
SALESFORCE INC
+$714.7K
16,865
+7%
增持
AMAT
APPLIED MATLS INC
+$712.6K
9,417
+13%
增持
MPC
MARATHON PETE CORP
+$707.7K
31,245
+38%
建仓
UL
UNILEVER PLC
+$698.5K
10,680
增持
TLH
ISHARES TR
+$680.6K
406,161
+3%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$664.3K
138,824
+14%
增持
GILD
GILEAD SCIENCES INC
+$664.0K
22,945
+18%
增持
MS
MORGAN STANLEY
+$648.5K
21,494
+8%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$635.5K
200,838
+9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$634.5K
6,646
-17%
增持
LRCX
LAM RESEARCH CORP
+$629.5K
13,786
+7%
增持
KO
COCA COLA CO
+$625.6K
75,966
+8%
增持
DHR
DANAHER CORPORATION
+$614.8K
7,556
+34%
增持
HCA
HCA HEALTHCARE INC
+$609.5K
10,527
+4%
减持
APD
AIR PRODS & CHEMS INC
-$602.6K
6,243
-21%
增持
FTNT
FORTINET INC
+$599.3K
12,250
+176%
增持
MCD
MCDONALDS CORP
+$588.8K
23,625
+8%
减持
IWF
ISHARES TR
-$578.3K
40,346
-4%
减持
—
LINDE PLC
-$576.1K
5,074
-12%
建仓
SCHO
SCHWAB STRATEGIC TR
+$574.9K
23,591
建仓
NBSD
NEUBERGER BERMAN ETF TRUST
+$574.7K
11,229
增持
CMI
CUMMINS INC
+$573.8K
5,181
+6%
清仓
MSTR
MICROSTRATEGY INC
-$560.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$559.9K
7,219
-2%
清仓
BFEB
INNOVATOR ETFS TRUST
-$558.8K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$556.7K
14,674
-42%
增持
CPRT
COPART INC
+$524.4K
29,626
+110%
增持
PLD
PROLOGIS INC.
+$523.2K
12,451
+34%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$520.8K
548,417
+2%
