Sagespring Wealth Partners, LLC 13F 持仓 · 2026年Q2
Sagespring Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 846 只证券，申报市值合计 65.09 亿美元。前几大持仓：DYNF（6.77%）、JAVA（6.33%）、FBCG（5.26%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $440.8M | 6.77% | 6.5M | 增持 |
| 2 | JAVA | J P MORGAN EXCHANGE TRADED F | $411.9M | 6.33% | 5.2M | 增持 |
| 3 | FBCG | FIDELITY COVINGTON TRUST | $342.5M | 5.26% | 5.5M | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $318.5M | 4.89% | 463,765 | 减持 |
| 5 | BAI | BLACKROCK ETF TRUST | $278.4M | 4.28% | 5.3M | 减持 |
| 6 | IVV | ISHARES TR | $270.5M | 4.16% | 361,188 | 增持 |
| 7 | PWRD | TCW ETF TRUST | $213.8M | 3.29% | 1.7M | 减持 |
| 8 | ABFL | ABACUS FCF ETF TR | $169.7M | 2.61% | 2.0M | 增持 |
| 9 | BINC | BLACKROCK ETF TRUST II | $165.4M | 2.54% | 3.2M | 增持 |
| 10 | EFV | ISHARES TR | $159.3M | 2.45% | 2.1M | 增持 |
| 11 | EMOP | AB ACTIVE ETFS INC | $145.0M | 2.23% | 2.8M | 增持 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $138.7M | 2.13% | 3.0M | 增持 |
| 13 | IEFA | ISHARES TR | $129.5M | 1.99% | 1.3M | 增持 |
| 14 | IWB | ISHARES TR | $127.4M | 1.96% | 311,153 | 增持 |
| 15 | BRTR | BLACKROCK ETF TRUST II | $118.9M | 1.83% | 2.4M | 增持 |
| 16 | EMGF | ISHARES INC | $104.1M | 1.60% | 1.4M | 增持 |
| 17 | JIRE | J P MORGAN EXCHANGE TRADED F | $99.5M | 1.53% | 1.2M | 增持 |
| 18 | AGG | ISHARES TR | $97.3M | 1.49% | 982,632 | 增持 |
| 19 | FDVV | FIDELITY COVINGTON TRUST | $84.5M | 1.30% | 1.4M | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $81.9M | 1.26% | 111,180 | 增持 |
| 21 | AAPL | APPLE INC | $72.3M | 1.11% | 249,904 | 增持 |
| 22 | GOVT | ISHARES TR | $68.1M | 1.05% | 3.0M | 增持 |
| 23 | IYG | ISHARES TR | $66.9M | 1.03% | 739,777 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $65.3M | 1.00% | 326,560 | 增持 |
| 25 | IEI | ISHARES TR | $63.1M | 0.97% | 536,921 | 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