Sage Financial Management Group, Inc.
MCLEAN VA · SEC CIK 0001762086
$3.64亿2026Q2 申报市值
61持仓数
73.2%前十大占比 · 第一大 15.2%
3 / 1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
BSV 加仓+$318.65万
BIV 加仓+$315.75万
VCSH 加仓+$65.10万
GOOGL 重新持有+$63.89万
GOOG 加仓+$57.27万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$73.92万
VV 减仓-$43.47万
VOO 减仓-$33.04万
EXXON MOBIL CORP 清仓-$24.14万
SPYG 减仓-$15.44万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,519.44万 | 15.16% | 73,702 | -987 | -1.3% | -$73.92万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $5,458.44万 | 15.00% | 711,661 | 41,167 | 6.1% | $315.75万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,731.87万 | 10.25% | 445,596 | 4,471 | 1.0% | $37.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,261.20万 | 8.96% | 418,585 | 40,900 | 10.8% | $318.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,797.63万 | 7.69% | 950,604 | -2,224 | -0.2% | -$6.55万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,381.33万 | 3.80% | 116,088 | -1,298 | -1.1% | -$15.44万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,158.87万 | 3.18% | 146,637 | 8,238 | 6.0% | $65.10万 | 加仓 |
| IJH | ISHARES TR | $1,146.86万 | 3.15% | 148,731 | 719 | 0.5% | $5.54万 | 加仓 |
| EFA | ISHARES TR | $1,102.21万 | 3.03% | 106,104 | -1,070 | -1.0% | -$11.12万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,076.34万 | 2.96% | 388,571 | -571 | -0.1% | -$1.58万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,036.17万 | 2.85% | 306,195 | -342 | -0.1% | -$1.16万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,028.55万 | 2.83% | 65,086 | 460 | 0.7% | $7.27万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $962.96万 | 2.65% | 303,678 | 7,723 | 2.6% | $24.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $924.54万 | 2.54% | 13,461 | -481 | -3.5% | -$33.04万 | 减仓 |
| VV | VANGUARD INDEX FDS | $734.48万 | 2.02% | 21,357 | -1,264 | -5.6% | -$43.47万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $659.53万 | 1.81% | 42,746 | 1,155 | 2.8% | $17.82万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $497.57万 | 1.37% | 134,951 | -814 | -0.6% | -$3.00万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $448.49万 | 1.23% | 77,768 | 1,233 | 1.6% | $7.11万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $285.58万 | 0.78% | 79,042 | 290 | 0.4% | $1.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $280.02万 | 0.77% | 3,981 | -122 | -3.0% | -$8.58万 | 减仓 |
| IJR | ISHARES TR | $267.46万 | 0.73% | 18,034 | -125 | -0.7% | -$1.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $201.46万 | 0.55% | 23,388 | 1,386 | 6.3% | $11.94万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $199.27万 | 0.55% | 41,147 | 8,045 | 24.3% | $38.96万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $161.00万 | 0.44% | 4,676 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $140.91万 | 0.39% | 4,870 | -12 | -0.2% | -$3,472 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $132.28万 | 0.36% | 57,189 | 5 | 0.0% | $116 | 加仓 |
| IVW | ISHARES TR | $130.30万 | 0.36% | 9,474 | 817 | 9.4% | $11.24万 | 加仓 |
| MUB | ISHARES TR | $124.53万 | 0.34% | 11,571 | -1,206 | -9.4% | -$12.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.85万 | 0.29% | 1,404 | 249 | 21.6% | $18.59万 | 加仓 |
| GOOG | ALPHABET INC | $104.65万 | 0.29% | 2,962 | 1,621 | 120.9% | $57.27万 | 加仓 |
| GOOGL | ALPHABET INC | $87.98万 | 0.24% | 2,462 | 1,788 | 265.3% | $63.89万 | 重新持有 |
| MSFT | MICROSOFT CORP | $86.43万 | 0.24% | 2,317 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $82.83万 | 0.23% | 4,404 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $81.96万 | 0.23% | 3,227 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $71.96万 | 0.20% | 3,302 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $64.34万 | 0.18% | 9,405 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $55.60万 | 0.15% | 2,044 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $55.25万 | 0.15% | 7,956 | 308 | 4.0% | $2.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.60万 | 0.14% | 1,607 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $50.45万 | 0.14% | 4,738 | 112 | 2.4% | $1.19万 | 加仓 |
| DSI | ISHARES TR | $45.82万 | 0.13% | 3,218 | -108 | -3.2% | -$1.54万 | 减仓 |
| VO | VANGUARD INDEX FDS | $45.54万 | 0.13% | 5,652 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.04万 | 0.12% | 1,530 | -40 | -2.5% | -$1.13万 | 减仓 |
| CB | CHUBB LIMITED | $42.08万 | 0.12% | 1,235 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $37.90万 | 0.10% | 1,590 | 597 | 60.1% | $14.23万 | 加仓 |
| IWR | ISHARES TR | $36.33万 | 0.10% | 3,293 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.05万 | 0.10% | 1,393 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $34.22万 | 0.09% | 5,879 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $34.16万 | 0.09% | 1,406 | -9 | -0.6% | -$2,187 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $32.30万 | 0.09% | 10,605 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $30.52万 | 0.08% | 1,709 | -77 | -4.3% | -$1.38万 | 减仓 |
| DMXF | ISHARES TR | $29.68万 | 0.08% | 3,508 | -1,066 | -23.3% | -$9.02万 | 减仓 |
| ESGU | ISHARES TR | $26.11万 | 0.07% | 1,595 | 161 | 11.2% | $2.64万 | 加仓 |
| IVE | ISHARES TR | $24.32万 | 0.07% | 1,071 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $23.99万 | 0.07% | 656 | -221 | -25.2% | -$8.08万 | 重新持有 |
| KO | COCA COLA CO | $23.50万 | 0.06% | 2,891 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $21.62万 | 0.06% | 587 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.70万 | 0.06% | 403 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $20.65万 | 0.06% | 2,350 | 2,350 | — | $20.65万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.31万 | 0.06% | 2,851 | 2,851 | — | $20.31万 | 新建仓 |
| IWD | ISHARES TR | $20.17万 | 0.06% | 832 | 832 | — | $20.17万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,423 | -100.0% | -$24.14万 | 清仓 |