13FBOX
SAGE PRIVATE WEALTH GROUP, LLC · 13F 持仓分析
期权收益计算器 机构排行
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SAGE PRIVATE WEALTH GROUP, LLC

No.6771 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.22亿
环比变动 Q1 2026
+$2,372.7万+11.9%
持仓股票数
100
新买入
9
加仓
63
减仓
24
清仓
6
持股不变
4
持仓市值走势图
持仓板块构成
「其他/未归类」= 无 GICS 行业分类的持仓,主要是 ETF/基金(指数基金持仓本身即 ETF)、期权、债券、外股等;占比分母为全部持仓市值。
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
F第一信托交易所交易基金FYC
12.37%11%$2,752.3万20.7万股$2,186.2万19.7万股+9,198股+4.66%加仓
F第一信托·EXCH TRD ALPHDX FDFDT
10.17%9.45%$2,262.8万23.9万股$1,877.4万21.6万股+2.3万股+10.66%加仓
C资本集团股息价值CGDV
9.09%9.02%$2,022.8万41.0万股$1,792.0万42.1万股-1.1万股-2.57%减仓
FFUNDSTRAT GRANNYGRNY
8.36%8.24%$1,859.5万67.3万股$1,636.7万68.6万股-1.3万股-1.92%减仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
7.36%7.52%$1,636.0万53.4万股$1,493.8万49.5万股+3.9万股+7.87%加仓
IiShares黄金信托IAU
6.96%8.3%$1,547.0万20.5万股$1,648.5万18.7万股+1.8万股+9.56%加仓
WWORLD GOLD TRGLDM
6.42%7.73%$1,428.6万18.0万股$1,535.0万16.6万股+1.4万股+8.61%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
5.68%6.36%$1,263.3万10.9万股$1,263.2万9.5万股+1.4万股+14.85%加仓
英伟达NVDA
4.71%4.54%$1,047.1万5.2万股$901.1万5.2万股+668股+1.29%加仓
苹果AAPL
2.25%2.12%$500.4万1.7万股$421.2万1.7万股+696股+4.19%加仓
微软MSFT
1.49%1.5%$330.5万8,860股$298.6万8,067股+793股+9.83%加仓
亚马逊AMZN
0.97%0.91%$214.7万9,010股$180.3万8,656股+354股+4.09%加仓
英特尔INTC
0.84%0.35%$185.9万1.3万股$69.6万1.6万股-2,465股-15.62%减仓
博通AVGO
0.8%0.58%$178.9万4,737股$114.3万3,693股+1,044股+28.27%加仓
礼来LLY
0.75%0.63%$167.2万1,394股$125.4万1,363股+31股+2.27%加仓
AAlphabet Inc Class CGOOG
0.72%0.61%$159.7万4,521股$120.8万4,213股+308股+7.31%加仓
摩根大通JPM
0.67%0.67%$149.9万4,579股$133.0万4,521股+58股+1.28%加仓
IiShares安硕·RUSSELLIWF
0.57%0.49%$125.9万1.0万股$96.5万2,264股+7,873股+347.75%加仓
VisaV
0.56%0.41%$123.5万3,599股$80.6万2,668股+931股+34.90%加仓
谷歌AGOOGL
0.55%0.49%$123.0万3,442股$97.1万3,375股+67股+1.99%加仓
AMD超威AMD
0.52%0.21%$114.6万1,972股$41.8万2,053股-81股-3.95%减仓
ANALOG DEVICES COMADI
0.51%0.46%$113.6万2,859股$90.5万2,845股+14股+0.49%加仓
SSPDR黄金信托GLD
0.51%0.66%$113.1万3,070股$132.1万3,070股00.00%持仓不变
强生JNJ
0.47%0.28%$105.6万4,156股$55.5万2,270股+1,886股+83.08%加仓
摩托罗拉解决方案MSI
0.47%0.53%$105.0万2,528股$104.3万2,404股+124股+5.16%加仓
艾伯维ABBV
0.46%0.46%$103.4万4,109股$91.5万4,206股-97股-2.31%减仓
因赛特INCY
0.46%0.45%$103.0万9,084股$89.7万9,532股-448股-4.70%减仓
ILLUMINAILMN
0.45%0.39%$101.2万5,755股$78.5万6,366股-611股-9.60%减仓
伊顿ETN
0.42%0.39%$93.5万2,194股$76.6万2,143股+51股+2.38%加仓
TJXTJX
0.41%0.45%$92.0万6,072股$89.7万5,616股+456股+8.12%加仓
沃尔玛WMT
0.38%0.46%$84.5万7,462股$90.9万7,316股+146股+2.00%加仓
GGlobal X基金AIQ
0.37%0.32%$82.2万1.3万股$62.7万1.3万股-898股-6.68%减仓
IiShares安硕·RUSSELLIWB
0.35%0.35%$77.4万1,891股$68.6万1,925股-34股-1.77%减仓
马拉松石油MPC
0.34%0.36%$75.6万2,959股$71.8万2,940股+19股+0.65%加仓
家得宝HD
0.34%0.35%$75.4万2,138股$69.1万2,100股+38股+1.81%加仓
芝加哥商品交易所CME
0.33%0.51%$74.0万3,351股$100.5万3,402股-51股-1.50%减仓
万事达MA
0.33%0.21%$73.8万1,437股$41.2万825股+612股+74.18%加仓
Q高通QCOM
0.29%0.25%$64.9万3,512股$50.0万3,885股-373股-9.60%减仓
特灵科技TT
0.29%0.28%$64.7万1,317股$56.1万1,347股-30股-2.23%减仓
CHUBB LIMITEDCB
0.29%0.3%$64.5万1,893股$59.7万1,830股+63股+3.44%加仓
思科CSCO
0.29%0.32%$64.4万5,486股$63.1万8,127股-2,641股-32.50%减仓
COMCAST NEW CL ACMCSA
0.29%0.37%$63.4万2.6万股$74.1万2.6万股+9股+0.03%加仓
FFACTSET RESH SYSFDS
0.28%0.31%$63.3万2,752股$62.3万2,873股-121股-4.21%减仓
江森自控JCI
0.28%0.2%$62.8万4,295股$38.9万2,967股+1,328股+44.76%加仓
好市多COST
0.28%0.16%$62.1万664股$31.5万316股+348股+110.13%加仓
空气化工APD
0.28%0.29%$62.0万2,114股$58.6万2,016股+98股+4.86%加仓
FIRST SOLAR COMFSLR
0.27%0.27%$61.1万2,588股$54.5万2,761股-173股-6.27%减仓
MMONSTER BEVERAGE NEW COMMNST
0.27%0.23%$60.5万6,291股$46.2万6,382股-91股-1.43%减仓
美国运通AXP
0.27%0.27%$59.4万1,756股$54.2万1,793股-37股-2.06%减仓
TARGET COMTGT
0.26%0.29%$58.2万4,454股$57.3万4,730股-276股-5.84%减仓

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