SAGE FINANCIAL GROUP INC
W. CONSHOHOCKEN PA · SEC CIK 0000882119
$15.37亿2026Q1 申报市值
107持仓数
76.1%前十大占比 · 第一大 38.5%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSP 加仓+$3,784.66万
VWO 加仓+$2,359.95万
IEMG 加仓+$803.51万
VEU 加仓+$451.19万
IJH 加仓+$284.86万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$1,866.53万
BKLN 减仓-$455.59万
VUG 减仓-$200.75万
VV 减仓-$92.55万
IGSB 减仓-$60.49万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GSUS | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $20.06万 | 0.01% | 965 | 965 | — | $20.06万 | 新建仓 |
| EIS | ISHARES INC | $21.39万 | 0.01% | 1,843 | 2 | 0.1% | $232 | 加仓 |
| VPU | VANGUARD WORLD FD | $21.99万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $22.08万 | 0.01% | 3,339 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $22.54万 | 0.01% | 4,740 | -1,642 | -25.7% | -$7.81万 | 减仓 |
| AAPL | APPLE INC | $23.02万 | 0.01% | 907 | -40 | -4.2% | -$1.02万 | 减仓 |
| ICLN | ISHARES TR | $23.43万 | 0.02% | 12,813 | -25 | -0.2% | -$457 | 减仓 |
| IWO | ISHARES TR | $23.94万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $25.80万 | 0.02% | 3,774 | 432 | 12.9% | $2.95万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $26.38万 | 0.02% | 5,516 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $26.52万 | 0.02% | 1,875 | -75 | -3.8% | -$1.06万 | 减仓 |
| IVE | ISHARES TR | $27.00万 | 0.02% | 1,279 | 3 | 0.2% | $633 | 加仓 |
| SMH | VANECK ETF TRUST | $27.26万 | 0.02% | 711 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.34万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $29.16万 | 0.02% | 6,248 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $30.40万 | 0.02% | 3,021 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $32.11万 | 0.02% | 7,126 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $34.86万 | 0.02% | 10,263 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES TR | $37.88万 | 0.02% | 9,495 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $39.10万 | 0.03% | 15,652 | 1,575 | 11.2% | $3.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.04万 | 0.03% | 1,862 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $40.90万 | 0.03% | 1,649 | -5 | -0.3% | -$1,240 | 减仓 |
| GII | SPDR INDEX SHS FDS | $41.49万 | 0.03% | 5,458 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $43.50万 | 0.03% | 4,690 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $43.57万 | 0.03% | 3,288 | -41 | -1.2% | -$5,433 | 减仓 |
| GLD | SPDR GOLD TR | $43.59万 | 0.03% | 1,013 | 28 | 2.8% | $1.20万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $43.95万 | 0.03% | 1,798 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $44.50万 | 0.03% | 17,730 | 81 | 0.5% | $2,033 | 加仓 |
| IWN | ISHARES TR | $47.78万 | 0.03% | 2,520 | -54 | -2.1% | -$1.02万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $50.12万 | 0.03% | 1,082 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $53.94万 | 0.04% | 6,362 | -30 | -0.5% | -$2,544 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.80万 | 0.04% | 3,701 | 47 | 1.3% | $6,960 | 加仓 |
| IAT | ISHARES TR | $55.14万 | 0.04% | 10,242 | 44 | 0.4% | $2,369 | 加仓 |
| IYR | ISHARES TR | $55.89万 | 0.04% | 5,911 | 1,102 | 22.9% | $10.42万 | 加仓 |
| IVW | ISHARES TR | $57.81万 | 0.04% | 5,111 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $57.94万 | 0.04% | 4,386 | 4 | 0.1% | $528 | 加仓 |
| EFA | ISHARES TR | $58.47万 | 0.04% | 6,020 | 820 | 15.8% | $7.96万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $60.01万 | 0.04% | 7,783 | 720 | 10.2% | $5.55万 | 加仓 |
| SHV | ISHARES TR | $60.24万 | 0.04% | 5,457 | 32 | 0.6% | $3,532 | 加仓 |
| NULG | NUSHARES ETF TR | $60.53万 | 0.04% | 6,656 | -768 | -10.3% | -$6.98万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $61.82万 | 0.04% | 7,471 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $64.77万 | 0.04% | 6,774 | 297 | 4.6% | $2.84万 | 加仓 |
| IJS | ISHARES TR | $65.46万 | 0.04% | 5,526 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $71.90万 | 0.05% | 13,679 | -11,508 | -45.7% | -$60.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $72.10万 | 0.05% | 1,249 | -115 | -8.4% | -$6.64万 | 减仓 |
| NULV | NUSHARES ETF TR | $75.85万 | 0.05% | 16,670 | 33 | 0.2% | $1,502 | 加仓 |
| EMXC | ISHARES INC | $78.93万 | 0.05% | 10,034 | 1,231 | 14.0% | $9.68万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $80.82万 | 0.05% | 32,654 | 22,447 | 219.9% | $55.56万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $82.38万 | 0.05% | 40,364 | -223,220 | -84.7% | -$455.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $84.43万 | 0.05% | 27,521 | -184 | -0.7% | -$5,645 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $94.45万 | 0.06% | 25,812 | 41 | 0.2% | $1,500 | 加仓 |
| EFG | ISHARES TR | $102.02万 | 0.07% | 9,161 | 225 | 2.5% | $2.51万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $102.51万 | 0.07% | 36,808 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $108.87万 | 0.07% | 8,021 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $110.36万 | 0.07% | 48,703 | -11,447 | -19.0% | -$25.94万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $116.19万 | 0.08% | 35,263 | 11,150 | 46.2% | $36.74万 | 加仓 |
| ESGE | ISHARES INC | $118.47万 | 0.08% | 26,055 | 10,377 | 66.2% | $47.18万 | 加仓 |
| AGG | ISHARES TR | $121.11万 | 0.08% | 12,200 | 3,189 | 35.4% | $31.66万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $132.79万 | 0.09% | 26,048 | 1,058 | 4.2% | $5.39万 | 加仓 |
| AOR | ISHARES TR | $133.06万 | 0.09% | 20,677 | -270 | -1.3% | -$1.74万 | 减仓 |
| XJH | ISHARES TR | $143.20万 | 0.09% | 31,562 | 590 | 1.9% | $2.68万 | 加仓 |
| DSI | ISHARES TR | $147.27万 | 0.10% | 12,152 | -269 | -2.2% | -$3.26万 | 减仓 |
| IWP | ISHARES TR | $156.74万 | 0.10% | 12,234 | -93 | -0.8% | -$1.19万 | 减仓 |
| IXUS | ISHARES TR | $178.27万 | 0.12% | 20,576 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $196.58万 | 0.13% | 20,486 | 1,426 | 7.5% | $13.68万 | 加仓 |
| ESML | ISHARES TR | $212.31万 | 0.14% | 45,152 | -581 | -1.3% | -$2.73万 | 减仓 |
| MUB | ISHARES TR | $216.32万 | 0.14% | 20,379 | 2,299 | 12.7% | $24.40万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $240.46万 | 0.16% | 47,511 | 6,181 | 15.0% | $31.28万 | 加仓 |
| IWB | ISHARES TR | $255.40万 | 0.17% | 7,163 | -13 | -0.2% | -$4,635 | 减仓 |
| ITOT | ISHARES TR | $257.91万 | 0.17% | 18,108 | -4 | -0.0% | -$570 | 减仓 |
| VTI | VANGUARD INDEX FDS | $294.85万 | 0.19% | 9,191 | -28 | -0.3% | -$8,982 | 减仓 |
| SLYG | SPDR SERIES TRUST | $300.75万 | 0.20% | 31,127 | 1,300 | 4.4% | $12.56万 | 加仓 |
| TIP | ISHARES TR | $310.78万 | 0.20% | 28,161 | 747 | 2.7% | $8.24万 | 加仓 |
| IWS | ISHARES TR | $349.24万 | 0.23% | 23,963 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $363.17万 | 0.24% | 48,846 | 914 | 1.9% | $6.80万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $392.94万 | 0.26% | 42,482 | -779 | -1.8% | -$7.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $395.80万 | 0.26% | 6,086 | -42 | -0.7% | -$2.73万 | 减仓 |
| IWD | ISHARES TR | $396.30万 | 0.26% | 18,547 | 13 | 0.1% | $2,778 | 加仓 |
| IVV | ISHARES TR | $509.20万 | 0.33% | 7,795 | 1,188 | 18.0% | $77.60万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $624.35万 | 0.41% | 73,323 | -222 | -0.3% | -$1.89万 | 减仓 |
| ACWX | ISHARES TR | $676.19万 | 0.44% | 98,757 | -841 | -0.8% | -$5.76万 | 减仓 |
| IGF | ISHARES TR | $798.21万 | 0.52% | 119,136 | 2,145 | 1.8% | $14.37万 | 加仓 |
| IEMG | ISHARES INC | $856.99万 | 0.56% | 122,865 | 115,199 | 1,502.7% | $803.51万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $955.16万 | 0.62% | 37,115 | 825 | 2.3% | $21.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,015.79万 | 0.66% | 46,757 | 114 | 0.2% | $2.48万 | 加仓 |
| IWF | ISHARES TR | $1,270.42万 | 0.83% | 29,794 | 847 | 2.9% | $36.12万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,406.55万 | 0.92% | 53,701 | 532 | 1.0% | $13.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,462.35万 | 0.95% | 502,007 | -15,403 | -3.0% | -$44.87万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,504.43万 | 0.98% | 159,064 | -1,026 | -0.6% | -$9.70万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,660.39万 | 1.08% | 623,971 | 5,179 | 0.8% | $13.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,832.95万 | 1.19% | 63,826 | 3,138 | 5.2% | $90.12万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,918.19万 | 1.25% | 104,091 | 228 | 0.2% | $4.20万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,948.88万 | 1.27% | 64,479 | -184 | -0.3% | -$5.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,047.40万 | 1.33% | 704,058 | 9,548 | 1.4% | $27.77万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,355.12万 | 1.53% | 772,170 | -9,467 | -1.2% | -$28.87万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,571.98万 | 1.67% | 289,964 | 30,606 | 11.8% | $271.47万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,047.71万 | 1.98% | 984,403 | 10,359 | 1.1% | $32.07万 | 加仓 |
| VV | VANGUARD INDEX FDS | $3,212.67万 | 2.09% | 107,501 | -3,097 | -2.8% | -$92.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,871.26万 | 3.17% | 81,521 | -86 | -0.1% | -$5.14万 | 减仓 |