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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 62
减持 63
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
ABFL
ABACUS FCF ETF TR
-$131.7M
1,936,319
-55%
建仓
EMOP
AB ACTIVE ETFS INC
+$118.4M
2,702,590
减持
IEMG
ISHARES INC
-$108.4M
486,116
-80%
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
IYF
ISHARES TR
-$105.3M
10,840
-99%
增持
BAI
BLACKROCK ETF TRUST
+$89.8M
7,445,617
+59%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$83.1M
4,765,340
+13%
减持
IYW
ISHARES TR
-$81.7M
103,774
-85%
增持
EFV
ISHARES TR
+$71.3M
1,646,319
+71%
减持
FBCG
FIDELITY COVINGTON TRUST
-$67.2M
5,642,044
-21%
建仓
IYK
ISHARES TR
+$63.1M
900,649
增持
GOVT
ISHARES TR
+$57.1M
2,514,722
+10200%
减持
IVV
ISHARES TR
+$44.9M
347,015
-1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$33.9M
1,287,643
+96%
减持
FBND
FIDELITY MERRIMACK STR TR
-$29.1M
2,671,846
-74%
增持
ABLD
ABACUS FCF ETF TR
+$29.0M
1,814,543
+91%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$28.7M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$22.2M
468,814
-69%
增持
IYG
ISHARES TR
+$21.1M
896,103
+55%
减持
BRTR
BLACKROCK ETF TRUST II
-$21.0M
1,960,645
-17%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$19.8M
1,109,538
-32%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$19.7M
215,577
-66%
减持
BND
VANGUARD BD INDEX FDS
-$17.3M
15,930
-100%
增持
INMU
BLACKROCK ETF TRUST II
+$16.3M
1,871,246
+58%
增持
EMGF
ISHARES INC
+$14.6M
1,382,441
+16%
减持
EMB
ISHARES TR
-$14.6M
14,246
-91%
减持
PWRD
TCW ETF TRUST
+$13.1M
2,107,222
-10%
减持
DYNF
BLACKROCK ETF TRUST
+$13.1M
6,268,470
-3%
增持
MSFT
MICROSOFT CORP
-$12.1M
119,355
+2%
减持
IAU
ISHARES GOLD TR
-$12.1M
395,791
-32%
减持
JIVE
J P MORGAN EXCHANGE TRADED F
-$11.9M
51,870
-75%
减持
FESM
FIDELITY COVINGTON TRUST
-$11.4M
21,329
-93%
增持
TLH
ISHARES TR
+$11.4M
522,773
+29%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$11.1M
344,461
-37%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$10.8M
229,940
减持
SMMU
PIMCO ETF TR
-$10.4M
266,548
-44%
增持
ITA
ISHARES TR
+$10.2M
146,539
+44%
建仓
PAB
PGIM ETF TR
+$9.0M
213,246
增持
VTEB
VANGUARD MUN BD FDS
+$8.9M
423,749
+74%
减持
AGG
ISHARES TR
-$7.9M
929,676
-96%
减持
FEOE
RBB FUND TRUST
-$7.5M
144,344
-53%
减持
IEFA
ISHARES TR
-$6.3M
1,308,185
-6%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$6.2M
76,009
+2528%
减持
MUNI
PIMCO ETF TR
-$6.1M
181,843
-39%
建仓
PSC
PRINCIPAL EXCHANGE TRADED FD
+$5.9M
102,054
减持
META
META PLATFORMS INC
-$5.7M
30,605
-13%
减持
IVW
ISHARES TR
-$5.6M
288,548
-7%
增持
IUSB
ISHARES TR
+$5.5M
252,171
+90%
清仓
FCOR
FIDELITY MERRIMACK STR TR
-$5.2M
0
-100%
增持
ITOT
ISHARES TR
+$5.2M
140,440
+41%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.0M
284,473
+130%
减持
OEF
ISHARES TR
+$4.4M
39,426
-86%
减持
DIVO
AMPLIFY ETF TR
-$3.8M
194,762
-31%
增持
CVX
CHEVRON CORP NEW
+$3.7M
48,929
+16%
增持
—
EXXON MOBIL CORP
+$3.6M
68,101
+3%
减持
AMZN
AMAZON COM INC
-$3.6M
138,909
-32%
减持
MUB
ISHARES TR
-$3.5M
213,882
-13%
增持
NVDA
NVIDIA CORPORATION
-$3.5M
308,369
+0%
减持
TSLA
TESLA INC
-$3.4M
37,754
-2%
增持
WMT
WALMART INC
+$3.2M
179,240
+5%
增持
AAPL
APPLE INC
-$3.1M
237,510
+2%
建仓
JIG
J P MORGAN EXCHANGE TRADED F
+$3.1M
41,862
减持
JPM
JPMORGAN CHASE & CO
-$2.9M
74,097
-3%
减持
BINC
BLACKROCK ETF TRUST II
-$2.6M
2,862,506
-0%
增持
HYG
ISHARES TR
+$2.4M
34,260
+791%
增持
FDX
FEDEX CORP
+$2.4M
9,443
+179%
建仓
IDVO
AMPLIFY ETF TR
+$2.4M
58,598
建仓
QDVO
AMPLIFY ETF TR
+$2.4M
88,850
减持
V
VISA INC
-$2.3M
38,576
-3%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
47,666
+5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.2M
280,091
+32%
增持
AVGO
BROADCOM INC
-$2.2M
89,454
+4%
减持
IGM
ISHARES TR
-$2.1M
103,231
-7%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
8,347
+16%
减持
USMV
ISHARES TR
-$2.1M
243,173
-7%
建仓
—
ASTRAZENECA PLC
+$2.0M
10,075
建仓
PSDM
PGIM ETF TR
+$2.0M
38,855
减持
IWF
ISHARES TR
-$1.9M
40,245
-0%
增持
IEI
ISHARES TR
+$1.9M
487,319
+4%
清仓
—
ASTRAZENECA PLC
-$1.9M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.9M
80,865
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
29,748
-1%
清仓
—
PINNACLE FINL PARTNERS INC
-$1.6M
0
-100%
减持
CAT
CATERPILLAR INC
+$1.6M
18,250
-8%
减持
MPC
MARATHON PETE CORP
+$1.6M
27,293
-13%
减持
GPIX
GOLDMAN SACHS ETF TR
-$1.6M
60,529
-31%
建仓
NFLT
ETFIS SER TR I
+$1.5M
67,550
建仓
PHYL
PGIM ETF TR
+$1.5M
44,189
减持
SUB
ISHARES TR
-$1.5M
5,591
-71%
增持
AXP
AMERICAN EXPRESS CO
-$1.5M
22,521
+1%
清仓
IAGG
ISHARES TR
-$1.4M
0
-100%
减持
IJR
ISHARES TR
-$1.4M
121,225
-12%
减持
ABT
ABBOTT LABS
-$1.4M
26,002
-20%
增持
NSC
NORFOLK SOUTHN CORP
+$1.4M
9,442
+104%
减持
QUAL
ISHARES TR
-$1.4M
72,150
-68%
减持
MTUM
ISHARES TR
-$1.3M
66,172
-4%
增持
ICLN
ISHARES TR
+$1.3M
526,903
+4%
增持
AMAT
APPLIED MATLS INC
+$1.3M
10,910
+16%
增持
CRM
SALESFORCE INC
-$1.3M
16,993
+1%
增持
GEV
GE VERNOVA INC
+$1.3M
5,761
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
95,013
+10%
增持
QQQ
INVESCO QQQ TR
-$1.2M
106,688
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
22,287
+7%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.2M
247,726
+12%
增持
AMGN
AMGEN INC
+$1.2M
18,010
+15%
增持
TAFI
AB ACTIVE ETFS INC
+$1.2M
390,975
+14%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
14,055
+12%
建仓
—
TOTALENERGIES SE
+$1.2M
12,872
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
9,457
-16%
减持
BIL
SPDR SERIES TRUST
-$1.1M
32,934
-28%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
134,323
+12%
减持
INTF
ISHARES TR
-$1.1M
154,370
-18%
增持
ADI
ANALOG DEVICES INC
+$1.1M
15,424
+10%
减持
VO
VANGUARD INDEX FDS
-$1.1M
60,276
-5%
增持
LLY
LILLY ELI & CO
-$1.1M
10,324
+5%
清仓
ICVT
ISHARES TR
-$1.1M
0
-100%
建仓
DDSQ
INNOVATOR ETFS TRUST
+$1.0M
52,099
减持
INTU
INTUIT
-$999.9K
4,065
-2%
建仓
DDFD
INNOVATOR ETFS TRUST
+$995.2K
52,567
减持
HD
HOME DEPOT INC
-$988.4K
38,860
-3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$987.4K
73,927
+35%
建仓
DDTD
INNOVATOR ETFS TRUST
+$982.3K
52,548
减持
MRK
MERCK & CO INC
+$979.8K
66,315
-0%
增持
COP
CONOCOPHILLIPS
+$972.6K
15,690
+34%
减持
BAC
BANK AMERICA CORP
-$970.5K
111,553
-4%
增持
AEM
AGNICO EAGLE MINES LTD
+$949.4K
15,808
+19%
增持
BOND
PIMCO ETF TR
+$949.3K
100,384
+12%
增持
—
LINDE PLC
+$932.8K
6,245
+23%
增持
NEE
NEXTERA ENERGY INC
+$851.9K
45,613
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$843.3K
29,767
+2%
减持
SPGI
S&P GLOBAL INC
-$842.7K
5,164
-11%
增持
MO
ALTRIA GROUP INC
+$836.6K
76,548
+5%
减持
MA
MASTERCARD INCORPORATED
-$835.3K
10,669
-1%
减持
PG
PROCTER AND GAMBLE CO
-$835.3K
32,694
-16%
增持
ORCL
ORACLE CORP
-$830.8K
21,956
+5%
增持
KLAC
KLA CORP
+$820.7K
2,024
+14%
增持
LRCX
LAM RESEARCH CORP
+$820.5K
14,885
+8%
减持
QCOM
QUALCOMM INC
-$807.1K
10,083
-18%
增持
VXUS
VANGUARD STAR FDS
+$797.3K
14,222
+258%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$783.9K
27,382
-1%
增持
IEF
ISHARES TR
+$767.8K
52,018
+19%
增持
DGRO
ISHARES TR
+$762.5K
140,859
+7%
增持
—
ASML HOLDING N V
+$758.2K
1,971
+14%
减持
STIP
ISHARES TR
-$755.9K
3,189
-70%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$740.8K
164,065
+18%
建仓
SNDK
SANDISK CORP
+$737.6K
1,161
减持
—
EATON CORP PLC
+$723.7K
19,418
-1%
减持
FQAL
FIDELITY COVINGTON TRUST
-$717.3K
114,532
-4%
减持
GLW
CORNING INC
+$706.7K
15,879
-4%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$706.3K
8,200
建仓
SHYM
BLACKROCK ETF TRUST II
+$699.7K
31,774
