Sage Private Wealth Group, LLC 13F 持仓 · 2026年Q2

Sage Private Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 100 只证券，申报市值合计 2.22 亿美元。前几大持仓：AIRR（12.37%）、FDT（10.17%）、CGDV（9.09%）。本季前 25 大持仓中：增持 20 只、减持 4 只。

排名	代码	公司	市值	占组合	股数	变动
1	AIRR	First Trust - American Industrial Renaissance ETF	$27.5M	12.37%	206,553	增持
2	FDT	FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND	$22.6M	10.17%	239,001	增持
3	CGDV	Capital Group Dividend Value ETF	$20.2M	9.09%	410,468	减持
4	GRNY	FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	$18.6M	8.36%	672,539	减持
5	DBMF	IMGP DBI MANAGED FUTURES STRATEGY ETF	$16.4M	7.36%	534,485	增持
6	IAU	iShares Gold Trust	$15.5M	6.96%	204,868	增持
7	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	$14.3M	6.42%	179,875	增持
8	NLR	VANECK URANIUM AND NUCLEAR ETF	$12.6M	5.68%	108,925	增持
9	NVDA	NVIDIA CORPORATION COM	$10.5M	4.71%	52,334	增持
10	AAPL	APPLE INC COM	$5.0M	2.25%	17,292	增持
11	MSFT	MICROSOFT CORP COM	$3.3M	1.49%	8,860	增持
12	AMZN	AMAZON COM INC COM	$2.1M	0.97%	9,010	增持
13	INTC	INTEL CORP COM	$1.9M	0.84%	13,315	减持
14	AVGO	BROADCOM INC COM	$1.8M	0.80%	4,737	增持
15	LLY	ELI LILLY & CO COM	$1.7M	0.75%	1,394	增持
16	GOOG	ALPHABET INC CAP STK CL C	$1.6M	0.72%	4,521	增持
17	JPM	JPMORGAN CHASE & CO COM	$1.5M	0.67%	4,579	增持
18	IWF	ISHARES RUSSELL 1000 GROWTH ETF	$1.3M	0.57%	10,137	增持
19	V	Visa Inc Common A	$1.2M	0.56%	3,599	增持
20	GOOGL	ALPHABET INC CAP STK CL A	$1.2M	0.55%	3,442	增持
21	AMD	ADVANCED MICRO DEVICES INC COM	$1.1M	0.52%	1,972	减持
22	ADI	ANALOG DEVICES INC COM	$1.1M	0.51%	2,859	增持
23	GLD	SPDR GOLD SHARES	$1.1M	0.51%	3,070	持平
24	JNJ	JOHNSON & JOHNSON COM	$1.1M	0.47%	4,156	增持
25	MSI	MOTOROLA SOLUTIONS INC COM NEW	$1.0M	0.47%	2,528	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR