SageGuard Financial Group, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$6.5億

申報季度: 2026-03-31 · 持股檔數: 196

SageGuard Financial Group, LLC在最新一期 13F 報告中揭露了 196 項持股，申報期為 2026-03-31，總持股市值約為 US$6.5億，季度換手率為 24.6%。

機構性格雪花圖

集中度: 7.15
持倉穩定性: 24.59
動能／逆勢: 100
產業集中度: 48.94
多樣化: 100
倉位均衡度: 84.14

近期動向

減碼 MSFT
-5.7%　-US$717.3萬
加碼 IEF
+1817.6%　US$612.3萬
減碼 GLD
-28.9%　-US$458.5萬
減碼 JEPI
-24.9%　-US$437.4萬
減碼 NVDA
-9.4%　-US$400.4萬
減碼 AAPL
-1.6%　-US$319.3萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	5.61%	-0.66%	-1.55%
2	WMT	Walmart INC	股票-非循環性消費	3.75%	+0.11%	-5.08%
3	NVDA	Nvidia CORP	股票-科技	3.44%	-0.74%	-9.37%
4	JEPQ	JPM Nasdaq Equity Premium	ETF-科技型	3.03%	-0.36%	-3.78%
5	AMZN	Amazon.com INC	股票-循環性消費	3.02%	-0.54%	-3.45%
6	MSFT	Microsoft CORP	股票-科技	2.88%	-1.22%	-5.71%
7	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	2.77%	-0.38%	-5.33%
8	KO	Coca-cola Co/the	股票-非循環性消費	2.49%	—	-13.42%
9	GLD	Spdr Gold Shares	ETF-避險與商品	2.40%	-0.79%	-28.94%
10	COST	Costco Wholesale CORP	股票-非循環性消費	2.37%	+0.23%	-1.37%
11	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.24%	—	+3.27%
12	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	2.00%	-0.48%	-16.13%
13	DUK	Duke Energy CORP	股票-公用事業	1.97%	+0.16%	+0.23%
14	JEPI	Jpmorgan Equity Premium Inco	ETF-其他	1.97%	-0.75%	-24.87%
15	LMT	Lockheed Martin CORP	股票-工業	1.89%	-0.32%	-29.60%
16	XOM	Exxon Mobil CORP	股票-能源	1.77%	+0.48%	+0.51%
17	GE	General Electric	股票-工業	1.77%	—	+4.26%
18	MCD	Mcdonald's CORP	股票-循環性消費	1.74%	—	-0.85%
19	PGR	Progressive CORP	股票-金融	1.70%	-0.39%	-4.01%
20	CAT	Caterpillar INC	股票-工業	1.68%	+0.28%	-0.28%
21	XLP	Ss Consumer Staples Sel Sect	ETF-其他	1.46%	—	-4.75%
22	CL	Colgate-palmolive Co	股票-非循環性消費	1.36%	-0.49%	-30.26%
23	META	Meta Platforms Inc-class A	股票-通訊服務	1.32%	—	+9.13%
24	XLF	Ss Financial Select Sector	ETF-其他	1.29%	-0.24%	-4.22%
25	IBM	Intl Business Machines CORP	股票-科技	1.12%	-0.43%	-9.37%
26	PPA	Invesco Aerospace & Defense	ETF-其他	1.12%	—	-0.02%
27	IAU	Ishares Gold Trust	ETF-避險與商品	1.08%	+0.48%	+69.30%
28	GOOG	Alphabet Inc-cl C	股票-通訊服務	1.07%	—	-1.37%
29	STLD	Steel Dynamics INC	股票-原物料	1.04%	-0.26%	-22.40%
30	CEG	Constellation Energy	股票-公用事業	1.04%	-0.28%	+2.80%
31	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	1.01%	+0.59%	+149.53%
32	SPYI	Neos S&p 500 High Income ETF	ETF-大型股與成長	1.00%	-0.29%	-15.10%
33	IEF	Ishares 7-10 Year Treasury B	ETF-政府公債	1.00%	+0.95%	+1817.64%
34	FTCB	Ft Core Investment Grade ETF	ETF-投資等級公司債	0.97%	+0.97%	NEW
35	XLK	Ss Technology Select Sector	ETF-科技型	0.97%	+0.29%	+58.63%
36	ET	Energy Transfer LP	股票-能源	0.97%	—	-2.56%
37	T	At&t INC	股票-通訊服務	0.93%	+0.19%	+10.45%
38	QQA	Invesco Qqq Income Adv ETF	ETF-其他	0.86%	—	+4.20%
39	VGT	Vanguard Info Tech ETF	ETF-科技型	0.85%	—	+0.10%
40	CVX	Chevron CORP	股票-能源	0.83%	+0.24%	+6.19%
41	TMFE	Motley Fool Capital Efficie	ETF-其他	0.82%	-0.60%	-36.31%
42	FENY	Fidelity Msci Energy Index	ETF-大型股與成長	0.79%	+0.51%	+113.62%
43	FTSM	First Trust Enh Short Mat Fd	ETF-其他	0.78%	+0.78%	NEW
44	ISPY	Proshares S&p High Incom ETF	ETF-其他	0.76%	+0.48%	+192.66%
45	WM	Waste Management INC	股票-工業	0.76%	—	-20.02%
46	HCA	Hca Healthcare INC	股票-醫療保健	0.72%	—	+0.46%
47	ABBV	Abbvie INC	股票-醫療保健	0.63%	—	+28.46%
48	GEV	GE Vernova INC	股票-工業	0.60%	+0.34%	+75.35%
49	JPM	Jpmorgan Chase & Co	股票-金融	0.60%	—	+29.46%
50	XLI	Ss Industrial Select Sector	ETF-其他	0.57%	+0.31%	+120.02%

1–50 of 196

申報總市值趨勢

產業配置

歷年產業分布趨勢

季度歷史總覽

季度	持股檔數	總市值	穩定性	主要持股
2026-03-31	196	US$6.5億	25	1AAPL 2WMT 3NVDA 主要持股2026-03-31 1.AAPL 2.WMT 3.NVDA 4.JEPQ 5.AMZN 6.MSFT 7.BRK-B 8.KO 9.GLD 10.COST
2025-12-31	177	US$6.3億	100	1AAPL 2NVDA 3MSFT 主要持股2025-12-31 1.AAPL 2.NVDA 3.MSFT 4.WMT 5.AMZN 6.JEPQ 7.GLD 8.BRK-B 9.JEPI 10.KO
2021-09-30	15	US$637.4萬	0	1SPYM 2SPDW 3SPAB 主要持股2021-09-30 1.SPYM 2.SPDW 3.SPAB 4.SPEM 5.XLK 6.XLC 7.CAT 8.VCIT 9.MSFT 10.SCHO
2021-06-30	138	US$2.2億	99	1AMZN 2PPA 3VGT 主要持股2021-06-30 1.AMZN 2.PPA 3.VGT 4.AAPL 5.DUK 6.MSFT 7.T 8.QQQ 9.MRK 10.BRK-B
2021-03-31	131	US$2.1億	19	1AMZN 2DUK 3AAPL 主要持股2021-03-31 1.AMZN 2.DUK 3.AAPL 4.PPA 5.VGT 6.MRK 7.MSFT 8.T 9.BRK-B 10.QQQ
2020-12-31	123	US$2.1億	0	1AMZN 2DUK 3MRK 主要持股2020-12-31 1.AMZN 2.DUK 3.MRK 4.AAPL 5.PPA 6.VGT 7.T 8.BRK-B 9.VCSH 10.QQQ

本季持股變動

SageGuard Financial Group, LLC 在 2026-03-31 最顯著的持倉異動：新建倉: Ft Core Investment Grade ETF (FTCB); 新建倉: First Trust Enh Short Mat Fd (FTSM); 新建倉: First Trust Rba American Ind (AIRR); 新建倉: First Trst Nasd Cl Edg Sgiif (GRID); 新建倉: T Rowe Pre Cpt Apr Pr In ETF (TCAL).

SageGuard Financial Group, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IEF	Ishares 7-10 Year Treasury B	+1%	+1817.64%	加碼
2	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	+0.6%	+149.53%	加碼
3	FENY	Fidelity Msci Energy Index	+0.5%	+113.62%	加碼
4	XOM	Exxon Mobil CORP	+0.5%	+0.51%	加碼
5	IAU	Ishares Gold Trust	+0.5%	+69.30%	加碼
6	ISPY	Proshares S&p High Incom ETF	+0.5%	+192.66%	加碼
7	SLV	Ishares Silver Trust	+0.5%	+669.83%	加碼
8	GEV	GE Vernova INC	+0.3%	+75.35%	加碼
9	XLI	Ss Industrial Select Sector	+0.3%	+120.02%	加碼
10	XLK	Ss Technology Select Sector	+0.3%	+58.63%	加碼
11	CAT	Caterpillar INC	+0.3%	-0.28%	減碼
12	LLY	Eli Lilly & Co	+0.3%	+177.74%	加碼
13	CIBR	First Trust Nasdaq Cybersecu	+0.3%	+223.39%	加碼
14	CVX	Chevron CORP	+0.2%	+6.19%	加碼
15	COST	Costco Wholesale CORP	+0.2%	-1.37%	減碼
16	LQTI	Ft Vest Invst Grd Trgt I ETF	+0.2%	+79.07%	加碼
17	NFLX	Netflix INC	+0.2%	+184.96%	加碼
18	T	At&t INC	+0.2%	+10.45%	加碼
19	ITWO	Proshares R2000 Hi Incom ETF	+0.2%	+69.82%	加碼
20	HYTI	Ft Vst High Yld & Tar In ETF	+0.2%	+73.20%	加碼
21	DUK	Duke Energy CORP	+0.2%	+0.23%	加碼
22	IQQQ	Proshares Ndx High Incom ETF	+0.2%	+68.12%	加碼
23	WMT	Walmart INC	+0.1%	-5.08%	減碼
24	XLF	Ss Financial Select Sector	-0.2%	-4.22%	減碼
25	VRTX	Vertex Pharmaceuticals INC	-0.3%	-43.50%	減碼
26	STLD	Steel Dynamics INC	-0.3%	-22.40%	減碼
27	CEG	Constellation Energy	-0.3%	+2.80%	加碼
28	SPYI	Neos S&p 500 High Income ETF	-0.3%	-15.10%	減碼
29	LMT	Lockheed Martin CORP	-0.3%	-29.60%	減碼
30	JEPQ	JPM Nasdaq Equity Premium	-0.4%	-3.78%	減碼
31	BRK-B	Berkshire Hathaway Inc-cl B	-0.4%	-5.33%	減碼
32	PGR	Progressive CORP	-0.4%	-4.01%	減碼
33	IBM	Intl Business Machines CORP	-0.4%	-9.37%	減碼
34	BUFR	Ft Vest Lad Buffervetf-usd I	-0.5%	-16.13%	減碼
35	CL	Colgate-palmolive Co	-0.5%	-30.26%	減碼
36	AMZN	Amazon.com INC	-0.5%	-3.45%	減碼
37	TMFE	Motley Fool Capital Efficie	-0.6%	-36.31%	減碼
38	AAPL	Apple INC	-0.7%	-1.55%	減碼
39	NVDA	Nvidia CORP	-0.7%	-9.37%	減碼
40	JEPI	Jpmorgan Equity Premium Inco	-0.8%	-24.87%	減碼
41	GLD	Spdr Gold Shares	-0.8%	-28.94%	減碼
42	MSFT	Microsoft CORP	-1.2%	-5.71%	減碼
43	FTCB	Ft Core Investment Grade ETF	—	NEW	新建倉
44	FTSM	First Trust Enh Short Mat Fd	—	NEW	新建倉
45	AIRR	First Trust Rba American Ind	—	NEW	新建倉
46	GRID	First Trst Nasd Cl Edg Sgiif	—	NEW	新建倉
47	TCAL	T Rowe Pre Cpt Apr Pr In ETF	—	NEW	新建倉
48	HYFI	AB High Yield ETF	—	NEW	新建倉
49	LUV	Southwest Airlines Co	—	NEW	新建倉
50	GRAL	Grail INC	—	EXIT	清倉

FAQ

SageGuard Financial Group, LLC 是什麼機構？屬於哪種投資人類型？

SageGuard Financial Group, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$6.5億，分佈在 196 個已申報部位之中。

SageGuard Financial Group, LLC 目前前幾大持股有哪些？

根據最新 13F 申報，SageGuard Financial Group, LLC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$3623.1萬 (5.6%) 2. Walmart INC (WMT) — US$2423.9萬 (3.8%) 3. Nvidia CORP (NVDA) — US$2224.7萬 (3.4%) 4. JPM Nasdaq Equity Premium (JEPQ) — US$1956.9萬 (3.0%) 5. Amazon.com INC (AMZN) — US$1949.5萬 (3.0%)

SageGuard Financial Group, LLC 在最新一期 13F 申報中做了哪些操作？

在最新申報季度中，SageGuard Financial Group, LLC 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 21 個既有持股、減碼 21 個部位，並完全清倉 1 個持股。其中幅度最大的異動：新建倉: Ft Core Investment Grade ETF (FTCB); 新建倉: First Trust Enh Short Mat Fd (FTSM); 新建倉: First Trust Rba American Ind (AIRR); 新建倉: First Trst Nasd Cl Edg Sgiif (GRID); 新建倉: T Rowe Pre Cpt Apr Pr In ETF (TCAL)

SageGuard Financial Group, LLC 主要集中投資哪些產業板塊？

根據目前已申報的股票投資組合，SageGuard Financial Group, LLC 的主要板塊分佈如下： • Information Technology: 28.2% • Consumer Staples: 17.7% • Industrials: 13.1% • Financials: 11.4% • Consumer Discretionary: 10.7% • Communication Services: 7.6%