SageView Advisory Group, LLC
Newport Beach CA · SEC CIK 0001914558
$27.37亿2026Q1 申报市值
586持仓数
58.8%前十大占比 · 第一大 13.5%
10 / 1996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
AGG 加仓+$860.69万
INNOVATOR ETFS T 重新持有+$729.29万
BKMS 新建仓+$705.41万
BKMI 新建仓+$672.51万
BMOP 新建仓+$615.82万
2026Q1 卖出最多 按季末市值估算
TCAF 减仓-$1,660.63万
IDEV 减仓-$1,190.88万
VTEB 减仓-$1,035.07万
INNOVATOR ETFS T 清仓-$749.92万
EXXON MOBIL CORP 减仓-$637.19万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO TR INVT GRADE MUNS | $0 | 0.00% | 0 | -1,394 | -100.0% | -$1.45万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -603 | -100.0% | -$1.44万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -544 | -100.0% | -$1.44万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -325 | -100.0% | -$1.44万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,280 | -100.0% | -$1.44万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -138 | -100.0% | -$1.44万 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -281 | -100.0% | -$1.43万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -259 | -100.0% | -$1.43万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -106 | -100.0% | -$1.42万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.42万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -93 | -100.0% | -$1.42万 | 清仓 |
| — | OSPREY BITCOIN TR | $0 | 0.00% | 0 | -500 | -100.0% | -$1.41万 | 清仓 |
| ASB | ASSOCIATED BANC CORP | $0 | 0.00% | 0 | -546 | -100.0% | -$1.41万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -501 | -100.0% | -$1.41万 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -57 | -100.0% | -$1.41万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -462 | -100.0% | -$1.40万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -808 | -100.0% | -$1.40万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -1,280 | -100.0% | -$1.39万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -815 | -100.0% | -$1.39万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -164 | -100.0% | -$1.39万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.39万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -210 | -100.0% | -$1.38万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$1.38万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -80 | -100.0% | -$1.38万 | 清仓 |
| LGLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -78 | -100.0% | -$1.37万 | 清仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -500 | -100.0% | -$1.37万 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $0 | 0.00% | 0 | -334 | -100.0% | -$1.36万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -133 | -100.0% | -$1.36万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -260 | -100.0% | -$1.36万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -1,479 | -100.0% | -$1.36万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -181 | -100.0% | -$1.34万 | 清仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $0 | 0.00% | 0 | -2,040 | -100.0% | -$1.34万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -282 | -100.0% | -$1.34万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -299 | -100.0% | -$1.33万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1.33万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -287 | -100.0% | -$1.32万 | 清仓 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$1.32万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -210 | -100.0% | -$1.32万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | -338 | -100.0% | -$1.32万 | 清仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -130 | -100.0% | -$1.32万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -950 | -100.0% | -$1.31万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1.30万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -40 | -100.0% | -$1.29万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -459 | -100.0% | -$1.29万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -51 | -100.0% | -$1.28万 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -65 | -100.0% | -$1.28万 | 清仓 |
| PAGP | PLAINS GP HLDGS L P | $0 | 0.00% | 0 | -664 | -100.0% | -$1.27万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -4,098 | -100.0% | -$1.27万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -63 | -100.0% | -$1.27万 | 清仓 |
| AWR | AMER STATES WTR CO | $0 | 0.00% | 0 | -175 | -100.0% | -$1.27万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -330 | -100.0% | -$1.27万 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -167 | -100.0% | -$1.26万 | 清仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $0 | 0.00% | 0 | -1,023 | -100.0% | -$1.26万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$1.26万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -300 | -100.0% | -$1.26万 | 清仓 |
| PPT | PUTNAM PREMIER INCOME TR | $0 | 0.00% | 0 | -3,547 | -100.0% | -$1.26万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -101 | -100.0% | -$1.25万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -943 | -100.0% | -$1.25万 | 清仓 |
| — | BANK AMERICA CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1.25万 | 清仓 |
| DGII | DIGI INTL INC | $0 | 0.00% | 0 | -289 | -100.0% | -$1.25万 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -430 | -100.0% | -$1.25万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -90 | -100.0% | -$1.24万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -288 | -100.0% | -$1.24万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -134 | -100.0% | -$1.24万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -171 | -100.0% | -$1.23万 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1.23万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -316 | -100.0% | -$1.22万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -539 | -100.0% | -$1.22万 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -1,860 | -100.0% | -$1.21万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -601 | -100.0% | -$1.21万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -30 | -100.0% | -$1.21万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -186 | -100.0% | -$1.20万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -692 | -100.0% | -$1.20万 | 清仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $0 | 0.00% | 0 | -663 | -100.0% | -$1.20万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -118 | -100.0% | -$1.19万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -811 | -100.0% | -$1.19万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -141 | -100.0% | -$1.19万 | 清仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $0 | 0.00% | 0 | -1,230 | -100.0% | -$1.19万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -125 | -100.0% | -$1.18万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -36 | -100.0% | -$1.18万 | 清仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.18万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -69 | -100.0% | -$1.17万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -103 | -100.0% | -$1.17万 | 清仓 |
| LADR | LADDER CAP CORP | $0 | 0.00% | 0 | -1,063 | -100.0% | -$1.17万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -124 | -100.0% | -$1.17万 | 清仓 |
| VMO | INVESCO MUN OPPORTUNITY TR | $0 | 0.00% | 0 | -1,210 | -100.0% | -$1.16万 | 清仓 |
| — | INVESCO CALIF VALUE MUN INCO | $0 | 0.00% | 0 | -1,036 | -100.0% | -$1.15万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -142 | -100.0% | -$1.15万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -388 | -100.0% | -$1.15万 | 清仓 |
| HEZU | ISHARES TR | $0 | 0.00% | 0 | -260 | -100.0% | -$1.14万 | 清仓 |
| E | ENI S P A | $0 | 0.00% | 0 | -299 | -100.0% | -$1.13万 | 清仓 |
| VCEL | VERICEL CORP | $0 | 0.00% | 0 | -315 | -100.0% | -$1.13万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -111 | -100.0% | -$1.13万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -259 | -100.0% | -$1.13万 | 清仓 |
| INVA | INNOVIVA INC | $0 | 0.00% | 0 | -566 | -100.0% | -$1.13万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -96 | -100.0% | -$1.12万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -80 | -100.0% | -$1.12万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -386 | -100.0% | -$1.12万 | 清仓 |
| BMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -250 | -100.0% | -$1.12万 | 清仓 |