SageView Advisory Group, LLC
Newport Beach CA · SEC CIK 0001914558
$30.51亿2026Q2 申报市值
615持仓数
55.1%前十大占比 · 第一大 11.5%
12 / 22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
IVV 加仓+$3,721.40万
BND 加仓+$3,510.35万
SPDW 加仓+$2,233.97万
SPMD 加仓+$1,447.23万
IEMG 加仓+$985.77万
2026Q2 卖出最多 按季末市值估算
VONV 减仓-$2,179.93万
AGG 减仓-$1,756.39万
VONG 减仓-$1,682.54万
SCHF 减仓-$990.77万
IAGG 减仓-$899.87万
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 |
|---|---|---|---|---|---|---|---|---|
| WPC | WP CAREY INC | $25.70万 | 0.01% | 3,594 | -223 | -5.8% | -$1.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.71万 | 0.01% | 8,580 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $25.82万 | 0.01% | 2,248 | -280 | -11.1% | -$3.22万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.82万 | 0.01% | 2,567 | 39 | 1.5% | $3,923 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $26.45万 | 0.01% | 10,957 | 10,799 | 6,834.8% | $26.07万 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $26.46万 | 0.01% | 3,479 | -134 | -3.7% | -$1.02万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $26.56万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $26.74万 | 0.01% | 2,918 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $26.74万 | 0.01% | 3,557 | 454 | 14.6% | $3.41万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $26.85万 | 0.01% | 4,343 | -325 | -7.0% | -$2.01万 | 减仓 |
| IUSG | ISHARES TR | $26.91万 | 0.01% | 1,431 | 2 | 0.1% | $376 | 加仓 |
| NET | CLOUDFLARE INC | $26.93万 | 0.01% | 1,098 | 24 | 2.2% | $5,887 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $27.08万 | 0.01% | 1,479 | 90 | 6.5% | $1.65万 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $27.14万 | 0.01% | 6,121 | -525 | -7.9% | -$2.33万 | 减仓 |
| AIZ | ASSURANT INC | $27.17万 | 0.01% | 1,011 | -40 | -3.8% | -$1.08万 | 减仓 |
| BIIB | BIOGEN INC | $27.29万 | 0.01% | 1,263 | -2 | -0.2% | -$432 | 减仓 |
| ADBE | ADOBE INC | $27.31万 | 0.01% | 1,332 | -24 | -1.8% | -$4,920 | 减仓 |
| LIF | LIFE360 INC | $27.53万 | 0.01% | 4,973 | -12 | -0.2% | -$664 | 减仓 |
| ES | EVERSOURCE ENERGY | $27.55万 | 0.01% | 3,813 | -694 | -15.4% | -$5.01万 | 减仓 |
| PCAR | PACCAR INC | $27.56万 | 0.01% | 2,294 | -130 | -5.4% | -$1.56万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $27.56万 | 0.01% | 2,740 | 2,740 | — | $27.56万 | 新建仓 |
| DNL | WISDOMTREE TR | $27.64万 | 0.01% | 5,985 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $27.80万 | 0.01% | 1,306 | 194 | 17.4% | $4.13万 | 加仓 |
| CRH | CRH PLC | $27.92万 | 0.01% | 2,609 | -631 | -19.5% | -$6.75万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $28.09万 | 0.01% | 4,607 | -458 | -9.0% | -$2.79万 | 减仓 |
| PSX | PHILLIPS 66 | $28.20万 | 0.01% | 1,669 | 155 | 10.2% | $2.62万 | 加仓 |
| GIS | GENERAL MILLS INC | $28.22万 | 0.01% | 8,109 | 709 | 9.6% | $2.47万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $28.22万 | 0.01% | 2,551 | -73 | -2.8% | -$8,076 | 减仓 |
| IBDS | ISHARES TR | $28.24万 | 0.01% | 11,659 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $28.51万 | 0.01% | 2,799 | 23 | 0.8% | $2,343 | 加仓 |
| NUE | NUCOR CORP | $28.59万 | 0.01% | 1,283 | -4 | -0.3% | -$891 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $28.67万 | 0.01% | 6,719 | -511 | -7.1% | -$2.18万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.68万 | 0.01% | 1,281 | 11 | 0.9% | $2,463 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $28.83万 | 0.01% | 5,740 | -566 | -9.0% | -$2.84万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $28.93万 | 0.01% | 6,163 | -15 | -0.2% | -$704 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.21万 | 0.01% | 3,186 | 427 | 15.5% | $3.91万 | 加仓 |
| ICSH | ISHARES TR | $29.36万 | 0.01% | 5,804 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.47万 | 0.01% | 5,218 | -120 | -2.2% | -$6,777 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $29.55万 | 0.01% | 5,555 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $29.69万 | 0.01% | 3,926 | -37 | -0.9% | -$2,798 | 减仓 |
| NVS | NOVARTIS AG | $29.69万 | 0.01% | 1,894 | -110 | -5.5% | -$1.72万 | 减仓 |
| — | CALAMOS ETF TR | $29.80万 | 0.01% | 10,647 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $29.95万 | 0.01% | 3,583 | 213 | 6.3% | $1.78万 | 加仓 |
| HUBB | HUBBELL INC | $29.98万 | 0.01% | 573 | -56 | -8.9% | -$2.93万 | 减仓 |
| DGS | WISDOMTREE TR | $29.99万 | 0.01% | 4,634 | 11 | 0.2% | $712 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $30.03万 | 0.01% | 7,020 | -512 | -6.8% | -$2.19万 | 减仓 |
| HWKN | HAWKINS INC | $30.07万 | 0.01% | 2,116 | -165 | -7.2% | -$2.34万 | 减仓 |
| ESGU | ISHARES TR | $30.14万 | 0.01% | 1,842 | 2 | 0.1% | $327 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $30.35万 | 0.01% | 26,627 | -2,030 | -7.1% | -$2.31万 | 减仓 |
| DGRO | ISHARES TR | $30.54万 | 0.01% | 4,029 | 62 | 1.6% | $4,699 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.76万 | 0.01% | 403 | -303 | -42.9% | -$23.13万 | 重新持有 |
| STM | STMICROELECTRONICS N V | $31.02万 | 0.01% | 4,142 | 4,137 | 82,740.0% | $30.98万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $31.25万 | 0.01% | 1,402 | 3 | 0.2% | $669 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.27万 | 0.01% | 808 | 2 | 0.2% | $774 | 加仓 |
| SLB | SLB LIMITED | $31.28万 | 0.01% | 6,728 | 1,533 | 29.5% | $7.13万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $31.32万 | 0.01% | 948 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $31.61万 | 0.01% | 7,005 | -124,996 | -94.7% | -$563.98万 | 重新持有 |
| FFIV | F5 INC | $31.70万 | 0.01% | 762 | 15 | 2.0% | $6,239 | 加仓 |
| FE | FIRSTENERGY CORP | $31.70万 | 0.01% | 6,669 | -1,081 | -13.9% | -$5.14万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $31.80万 | 0.01% | 230 | -46 | -16.7% | -$6.36万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $31.90万 | 0.01% | 2,681 | -61 | -2.2% | -$7,259 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.97万 | 0.01% | 1,871 | 1,871 | — | $31.97万 | 新建仓 |
| — | TAYLOR DEVICES INC | $32.50万 | 0.01% | 5,539 | 797 | 16.8% | $4.68万 | 加仓 |
| BE | BLOOM ENERGY CORP | $32.63万 | 0.01% | 1,078 | 444 | 70.0% | $13.44万 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $32.73万 | 0.01% | 6,203 | -176 | -2.8% | -$9,285 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $32.78万 | 0.01% | 6,471 | 7 | 0.1% | $355 | 加仓 |
| IBDT | ISHARES TR | $32.96万 | 0.01% | 13,054 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $33.21万 | 0.01% | 15,040 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $33.43万 | 0.01% | 887 | -96 | -9.8% | -$3.62万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $33.44万 | 0.01% | 2,864 | -471 | -14.1% | -$5.50万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $33.53万 | 0.01% | 6,574 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.64万 | 0.01% | 3,653 | -3,055 | -45.5% | -$28.13万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $33.72万 | 0.01% | 4,355 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $33.82万 | 0.01% | 10,494 | 10,494 | — | $33.82万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $33.91万 | 0.01% | 1,929 | 368 | 23.6% | $6.47万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $33.98万 | 0.01% | 8,032 | -625 | -7.2% | -$2.64万 | 减仓 |
| IWD | ISHARES TR | $34.01万 | 0.01% | 1,403 | -119 | -7.8% | -$2.88万 | 减仓 |
| FDX | FEDEX CORP | $34.13万 | 0.01% | 1,090 | 240 | 28.2% | $7.52万 | 加仓 |
| APH | AMPHENOL CORP | $34.24万 | 0.01% | 1,942 | -2,258 | -53.8% | -$39.81万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $34.26万 | 0.01% | 2,665 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $34.31万 | 0.01% | 15,062 | 2 | 0.0% | $46 | 加仓 |
| INTF | ISHARES TR | $34.37万 | 0.01% | 8,392 | 105 | 1.3% | $4,301 | 加仓 |
| HRI | HERC HLDGS INC | $34.50万 | 0.01% | 2,407 | 7 | 0.3% | $1,003 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $34.59万 | 0.01% | 3,064 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.87万 | 0.01% | 1,055 | -31 | -2.9% | -$1.02万 | 减仓 |
| MLI | MUELLER INDS INC | $34.95万 | 0.01% | 2,843 | -77 | -2.6% | -$9,465 | 减仓 |
| MSA | MSA SAFETY INC | $35.18万 | 0.01% | 2,015 | -133 | -6.2% | -$2.32万 | 减仓 |
| UNM | UNUM GROUP | $35.31万 | 0.01% | 3,949 | -356 | -8.3% | -$3.18万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.34万 | 0.01% | 906 | -55 | -5.7% | -$2.15万 | 减仓 |
| UTZ | UTZ BRANDS INC | $35.36万 | 0.01% | 45,925 | 45,925 | — | $35.36万 | 新建仓 |
| CMF | ISHARES TR | $35.40万 | 0.01% | 6,142 | 544 | 9.7% | $3.14万 | 加仓 |
| IBTH | ISHARES TR | $35.49万 | 0.01% | 15,866 | 5,231 | 49.2% | $11.70万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $35.64万 | 0.01% | 3,568 | -280 | -7.3% | -$2.80万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.67万 | 0.01% | 1,595 | -74 | -4.4% | -$1.66万 | 减仓 |
| USIG | ISHARES TR | $35.69万 | 0.01% | 6,959 | -65 | -0.9% | -$3,334 | 减仓 |
| OMC | OMNICOM GROUP INC | $35.71万 | 0.01% | 4,903 | -558 | -10.2% | -$4.06万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.96万 | 0.01% | 1,132 | -389 | -25.6% | -$12.36万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $36.14万 | 0.01% | 6,689 | 7 | 0.1% | $378 | 加仓 |
| FLRN | SPDR SERIES TRUST | $36.18万 | 0.01% | 11,727 | -1,989 | -14.5% | -$6.14万 | 减仓 |
| — | LIFETIME BRANDS INC | $36.47万 | 0.01% | 42,753 | -11,783 | -21.6% | -$10.05万 | 减仓 |