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 |
|---|---|---|---|---|---|---|---|---|
| IAT | ISHARES TR | $0 | 0.00% | 0 | -10,242 | -100.0% | -$55.14万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -965 | -100.0% | -$20.06万 | 清仓 |
| IJT | ISHARES TR | $20.10万 | 0.01% | 1,125 | 1,125 | — | $20.10万 | 新建仓 |
| — | ISHARES TR | $20.27万 | 0.01% | 2,685 | 2,685 | — | $20.27万 | 新建仓 |
| EIS | ISHARES INC | $20.89万 | 0.01% | 1,731 | -112 | -6.1% | -$1.35万 | 减仓 |
| ISCV | ISHARES TR | $21.60万 | 0.01% | 2,758 | 2,758 | — | $21.60万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $21.73万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $22.27万 | 0.01% | 2,265 | 2,265 | — | $22.27万 | 新建仓 |
| GSUS | GOLDMAN SACHS ETF TR | $22.48万 | 0.01% | 2,180 | 0 | 0.0% | — | 重新持有 |
| EAGG | ISHARES TR | $23.19万 | 0.01% | 4,892 | 152 | 3.2% | $7,206 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $24.29万 | 0.01% | 3,545 | -229 | -6.1% | -$1.57万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $24.81万 | 0.01% | 3,339 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $27.34万 | 0.02% | 13,341 | 528 | 4.1% | $1.08万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $27.88万 | 0.02% | 5,766 | 250 | 4.5% | $1.21万 | 加仓 |
| IWO | ISHARES TR | $30.06万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $30.28万 | 0.02% | 1,850 | -25 | -1.3% | -$4,092 | 减仓 |
| IVE | ISHARES TR | $31.71万 | 0.02% | 1,397 | 118 | 9.2% | $2.68万 | 加仓 |
| NUSC | NUSHARES ETF TR | $32.88万 | 0.02% | 6,308 | -818 | -11.5% | -$4.26万 | 减仓 |
| IJK | ISHARES TR | $34.91万 | 0.02% | 2,971 | -50 | -1.7% | -$5,875 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $37.81万 | 0.02% | 10,263 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES TR | $39.39万 | 0.02% | 9,495 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $39.43万 | 0.02% | 15,753 | 101 | 0.6% | $2,528 | 加仓 |
| GLD | SPDR GOLD TR | $40.14万 | 0.02% | 1,090 | 77 | 7.6% | $2.84万 | 加仓 |
| AIQ | GLOBAL X FDS | $40.99万 | 0.02% | 6,248 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $41.32万 | 0.02% | 5,458 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $43.29万 | 0.02% | 21,252 | -19,112 | -47.3% | -$38.93万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.85万 | 0.02% | 1,853 | -9 | -0.5% | -$2,130 | 减仓 |
| USMV | ISHARES TR | $45.24万 | 0.03% | 4,690 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $46.63万 | 0.03% | 711 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $47.17万 | 0.03% | 3,193 | -95 | -2.9% | -$1.40万 | 减仓 |
| IWM | ISHARES TR | $48.86万 | 0.03% | 1,626 | -23 | -1.4% | -$6,911 | 减仓 |
| SHYD | VANECK ETF TRUST | $51.12万 | 0.03% | 22,324 | -26,379 | -54.2% | -$60.41万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $51.63万 | 0.03% | 17,828 | 98 | 0.6% | $2,838 | 加仓 |
| SHV | ISHARES TR | $55.26万 | 0.03% | 5,007 | -450 | -8.2% | -$4.97万 | 减仓 |
| IWN | ISHARES TR | $55.74万 | 0.03% | 2,520 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $56.52万 | 0.03% | 1,082 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $56.72万 | 0.03% | 6,207 | -155 | -2.4% | -$1.42万 | 减仓 |
| IYR | ISHARES TR | $60.44万 | 0.03% | 5,911 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $62.57万 | 0.03% | 6,023 | 3 | 0.0% | $312 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.48万 | 0.04% | 4,144 | 443 | 12.0% | $7.00万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $66.66万 | 0.04% | 7,798 | 15 | 0.2% | $1,282 | 加仓 |
| IVW | ISHARES TR | $67.19万 | 0.04% | 4,886 | -225 | -4.4% | -$3.09万 | 减仓 |
| SUSA | ISHARES TR | $67.72万 | 0.04% | 4,389 | 3 | 0.1% | $463 | 加仓 |
| ESGD | ISHARES TR | $71.05万 | 0.04% | 6,911 | 137 | 2.0% | $1.41万 | 加仓 |
| IGSB | ISHARES TR | $71.69万 | 0.04% | 13,679 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $75.54万 | 0.04% | 5,526 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $77.19万 | 0.04% | 9,339 | 1,868 | 25.0% | $15.44万 | 加仓 |
| NULG | NUSHARES ETF TR | $77.92万 | 0.04% | 6,656 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $83.38万 | 0.05% | 16,680 | 10 | 0.1% | $500 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $88.13万 | 0.05% | 27,792 | 271 | 1.0% | $8,593 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $93.08万 | 0.05% | 33,602 | 948 | 2.9% | $2.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $96.58万 | 0.05% | 1,311 | 62 | 5.0% | $4.57万 | 加仓 |
| EMXC | ISHARES INC | $102.44万 | 0.06% | 10,014 | -20 | -0.2% | -$2,046 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $105.65万 | 0.06% | 25,978 | 166 | 0.6% | $6,751 | 加仓 |
| HDV | ISHARES TR | $109.93万 | 0.06% | 40,106 | 1 | 0.0% | $27 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $114.47万 | 0.06% | 36,808 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $123.57万 | 0.07% | 12,484 | 284 | 2.3% | $2.81万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $123.84万 | 0.07% | 24,282 | -1,766 | -6.8% | -$9.01万 | 减仓 |
| EFG | ISHARES TR | $136.63万 | 0.08% | 10,982 | 1,821 | 19.9% | $22.66万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $137.32万 | 0.08% | 37,870 | 2,607 | 7.4% | $9.45万 | 加仓 |
| AOR | ISHARES TR | $143.71万 | 0.08% | 20,677 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $146.48万 | 0.08% | 26,784 | 729 | 2.8% | $3.99万 | 加仓 |
| DSI | ISHARES TR | $173.10万 | 0.10% | 12,156 | 4 | 0.0% | $570 | 加仓 |
| XJH | ISHARES TR | $175.25万 | 0.10% | 33,606 | 2,044 | 6.5% | $10.66万 | 加仓 |
| CAT | CATERPILLAR INC | $177.52万 | 0.10% | 1,667 | 1,267 | 316.8% | $134.92万 | 加仓 |
| IWP | ISHARES TR | $178.18万 | 0.10% | 12,170 | -64 | -0.5% | -$9,370 | 减仓 |
| IXUS | ISHARES TR | $196.38万 | 0.11% | 20,577 | 1 | 0.0% | $95 | 加仓 |
| MUB | ISHARES TR | $218.63万 | 0.12% | 20,315 | -64 | -0.3% | -$6,888 | 减仓 |
| MDYG | SPDR SERIES TRUST | $232.21万 | 0.13% | 20,716 | 230 | 1.1% | $2.58万 | 加仓 |
| ESML | ISHARES TR | $259.15万 | 0.14% | 46,334 | 1,182 | 2.6% | $6.61万 | 加仓 |
| IWB | ISHARES TR | $290.05万 | 0.16% | 7,083 | -80 | -1.1% | -$3.28万 | 减仓 |
| ITOT | ISHARES TR | $297.47万 | 0.16% | 18,108 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $308.49万 | 0.17% | 61,003 | 13,492 | 28.4% | $68.23万 | 加仓 |
| TIP | ISHARES TR | $310.51万 | 0.17% | 28,375 | 214 | 0.8% | $2.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $343.79万 | 0.19% | 9,291 | 100 | 1.1% | $3.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $363.09万 | 0.20% | 14,297 | 12,499 | 695.2% | $317.43万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $383.89万 | 0.21% | 32,224 | 1,097 | 3.5% | $13.07万 | 加仓 |
| IWS | ISHARES TR | $386.04万 | 0.21% | 23,453 | -510 | -2.1% | -$8.39万 | 减仓 |
| EFV | ISHARES TR | $394.72万 | 0.22% | 51,564 | 2,718 | 5.6% | $20.81万 | 加仓 |
| IWD | ISHARES TR | $449.33万 | 0.25% | 18,535 | -12 | -0.1% | -$2,909 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $463.04万 | 0.26% | 43,398 | 916 | 2.2% | $9.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $520.28万 | 0.29% | 6,967 | 881 | 14.5% | $65.79万 | 加仓 |
| IVV | ISHARES TR | $584.47万 | 0.32% | 7,804 | 9 | 0.1% | $6,740 | 加仓 |
| MDYV | SPDR SERIES TRUST | $696.15万 | 0.39% | 73,395 | 72 | 0.1% | $6,829 | 加仓 |
| ACWX | ISHARES TR | $779.48万 | 0.43% | 102,415 | 3,658 | 3.7% | $27.84万 | 加仓 |
| IGF | ISHARES TR | $852.83万 | 0.47% | 128,052 | 8,916 | 7.5% | $59.38万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,125.15万 | 0.62% | 46,304 | -453 | -1.0% | -$11.01万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,156.40万 | 0.64% | 37,754 | 639 | 1.7% | $19.57万 | 加仓 |
| IEMG | ISHARES INC | $1,319.70万 | 0.73% | 159,308 | 36,443 | 29.7% | $301.89万 | 加仓 |
| IWF | ISHARES TR | $1,473.29万 | 0.82% | 118,651 | -525 | -0.4% | -$6.52万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,622.80万 | 0.90% | 53,537 | -164 | -0.3% | -$4.97万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,667.41万 | 0.92% | 152,819 | -6,245 | -3.9% | -$68.14万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,675.88万 | 0.93% | 495,236 | -6,771 | -1.3% | -$22.91万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,740.23万 | 0.96% | 656,690 | 32,719 | 5.2% | $86.71万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,044.92万 | 1.13% | 103,488 | -603 | -0.6% | -$11.92万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,113.12万 | 1.17% | 262,271 | 6,967 | 2.7% | $56.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,376.51万 | 1.32% | 64,985 | 506 | 0.8% | $18.50万 | 加仓 |
| AAPL | APPLE INC | $2,524.26万 | 1.40% | 87,236 | 86,329 | 9,518.1% | $2,498.02万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,570.14万 | 1.42% | 711,360 | 7,302 | 1.0% | $26.38万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,703.79万 | 1.50% | 776,729 | 4,559 | 0.6% | $15.87万 | 加仓 |