SAGE FINANCIAL GROUP INC
W. CONSHOHOCKEN PA · SEC CIK 0000882119
$18.05亿2026Q2 申报市值
110持仓数
74.9%前十大占比 · 第一大 37.5%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$2,498.02万
RSP 加仓+$792.84万
VWO 加仓+$371.55万
JNJ 加仓+$317.43万
IEMG 加仓+$301.89万
2026Q2 卖出最多 按季末市值估算
SCHX 减仓-$313.28万
VUG 减仓-$168.18万
VTV 减仓-$83.12万
SLYV 减仓-$68.14万
SHYD 减仓-$60.41万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $2,949.27万 | 1.63% | 305,846 | 15,882 | 5.5% | $153.15万 | 加仓 |
| VV | VANGUARD INDEX FDS | $3,649.93万 | 2.02% | 106,130 | -1,371 | -1.3% | -$47.15万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,706.18万 | 2.05% | 1,005,202 | 20,799 | 2.1% | $76.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,582.51万 | 3.09% | 81,282 | -239 | -0.3% | -$16.41万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,299.27万 | 3.49% | 752,152 | 27,245 | 3.8% | $228.18万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,045.41万 | 3.90% | 817,902 | -19,524 | -2.3% | -$168.18万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $7,623.50万 | 4.22% | 349,814 | -3,814 | -1.1% | -$83.12万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7,799.58万 | 4.32% | 1,306,682 | 62,247 | 5.0% | $371.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,673.56万 | 4.80% | 407,650 | 37,263 | 10.1% | $792.84万 | 加仓 |
| IJR | ISHARES TR | $9,232.86万 | 5.11% | 622,538 | 16,515 | 2.7% | $244.93万 | 加仓 |
| IJH | ISHARES TR | $1.15亿 | 6.36% | 1,488,196 | 33,580 | 2.3% | $258.94万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $6.77亿 | 37.50% | 23,002,052 | -106,449 | -0.5% | -$313.28万 | 减仓 |