Sage Financial Management Group, Inc.
MCLEAN VA · SEC CIK 0001762086
$3.25亿2026Q1 申报市值
57持仓数
73.8%前十大占比 · 第一大 15.9%
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
BIV 加仓+$214.88万
BSV 加仓+$175.66万
SCHD 加仓+$32.30万
EXXON MOBIL CORP 新建仓+$24.14万
IJH 加仓+$23.44万
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$41.07万
IVV 减仓-$37.04万
VEU 减仓-$32.55万
VOO 减仓-$28.80万
VUG 减仓-$9.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $20.14万 | 0.06% | 403 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $20.28万 | 0.06% | 1,434 | 35 | 2.5% | $4,950 | 加仓 |
| AMZN | AMAZON COM INC | $20.68万 | 0.06% | 993 | -56 | -5.3% | -$1.17万 | 减仓 |
| KO | COCA COLA CO | $21.99万 | 0.07% | 2,891 | -125 | -4.1% | -$9,506 | 减仓 |
| IVE | ISHARES TR | $22.61万 | 0.07% | 1,071 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.14万 | 0.07% | 1,423 | 1,423 | — | $24.14万 | 新建仓 |
| GLD | SPDR GOLD TR | $25.26万 | 0.08% | 587 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $25.85万 | 0.08% | 1,786 | -27 | -1.5% | -$3,907 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $28.85万 | 0.09% | 10,605 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $30.30万 | 0.09% | 1,393 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $30.74万 | 0.09% | 1,415 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $32.02万 | 0.10% | 3,293 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $34.42万 | 0.11% | 5,879 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $34.51万 | 0.11% | 4,574 | -256 | -5.3% | -$1.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.06万 | 0.12% | 1,570 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $38.47万 | 0.12% | 1,341 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $40.25万 | 0.12% | 1,235 | -65 | -5.0% | -$2.12万 | 减仓 |
| DSI | ISHARES TR | $40.31万 | 0.12% | 3,326 | 297 | 9.8% | $3.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.58万 | 0.12% | 1,413 | -99 | -6.5% | -$2.84万 | 减仓 |
| USXF | ISHARES TR | $42.22万 | 0.13% | 7,648 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $47.27万 | 0.15% | 1,607 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $49.27万 | 0.15% | 4,626 | 668 | 16.9% | $7.11万 | 加仓 |
| UNP | UNION PAC CORP | $49.59万 | 0.15% | 2,044 | -121 | -5.6% | -$2.94万 | 减仓 |
| EEM | ISHARES TR | $53.41万 | 0.16% | 9,405 | -122 | -1.3% | -$6,929 | 减仓 |
| VTV | VANGUARD INDEX FDS | $64.79万 | 0.20% | 3,302 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $68.31万 | 0.21% | 4,404 | -184 | -4.0% | -$2.85万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.11万 | 0.23% | 1,155 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $78.88万 | 0.24% | 3,227 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $85.77万 | 0.26% | 2,317 | 142 | 6.5% | $5.26万 | 加仓 |
| IVW | ISHARES TR | $97.92万 | 0.30% | 8,657 | -170 | -1.9% | -$1.92万 | 减仓 |
| AAPL | APPLE INC | $123.89万 | 0.38% | 4,882 | 310 | 6.8% | $7.87万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $132.78万 | 0.41% | 57,184 | 227 | 0.4% | $5,271 | 加仓 |
| MUB | ISHARES TR | $135.63万 | 0.42% | 12,777 | -75 | -0.6% | -$7,961 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $149.89万 | 0.46% | 4,676 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $159.06万 | 0.49% | 33,102 | -1,490 | -4.3% | -$7.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $160.17万 | 0.49% | 3,667 | -221 | -5.7% | -$9.65万 | 减仓 |
| IJR | ISHARES TR | $225.73万 | 0.69% | 18,159 | -63 | -0.3% | -$7,832 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $229.01万 | 0.70% | 78,752 | 1,534 | 2.0% | $4.46万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $253.08万 | 0.78% | 4,103 | -93 | -2.2% | -$5.74万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $369.82万 | 1.14% | 76,535 | 2,277 | 3.1% | $11.00万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $420.33万 | 1.29% | 135,765 | -1,198 | -0.9% | -$3.71万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $606.36万 | 1.86% | 41,591 | 701 | 1.7% | $10.22万 | 加仓 |
| VV | VANGUARD INDEX FDS | $676.02万 | 2.08% | 22,621 | -224 | -1.0% | -$6.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $833.12万 | 2.56% | 13,942 | -482 | -3.3% | -$28.80万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $892.94万 | 2.74% | 306,537 | -1,371 | -0.4% | -$3.99万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $907.99万 | 2.79% | 295,955 | 10,528 | 3.7% | $32.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $957.11万 | 2.94% | 64,626 | -305 | -0.5% | -$4.52万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $963.13万 | 2.96% | 389,142 | -300 | -0.1% | -$7,425 | 减仓 |
| IJH | ISHARES TR | $999.52万 | 3.07% | 148,012 | 3,471 | 2.4% | $23.44万 | 加仓 |
| EFA | ISHARES TR | $1,040.98万 | 3.20% | 107,174 | -186 | -0.2% | -$1.81万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,097.09万 | 3.37% | 138,399 | 1,796 | 1.3% | $14.24万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,149.33万 | 3.53% | 117,386 | -4,195 | -3.5% | -$41.07万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,443.05万 | 7.51% | 952,828 | 2,198 | 0.2% | $5.64万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,961.43万 | 9.10% | 377,685 | 22,403 | 6.3% | $175.66万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,312.85万 | 10.18% | 441,125 | -4,334 | -1.0% | -$32.55万 | 减仓 |
| IVV | ISHARES TR | $4,878.73万 | 14.99% | 74,689 | -567 | -0.8% | -$37.04万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $5,174.88万 | 15.91% | 670,494 | 27,841 | 4.3% | $214.88万 | 加仓 |