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 |
|---|---|---|---|---|---|---|---|---|
| FNDE | SCHWAB STRATEGIC TR | $35.78万 | 0.01% | 9,351 | -482 | -4.9% | -$1.84万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $35.82万 | 0.01% | 7,598 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $35.91万 | 0.01% | 1,701 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $35.95万 | 0.01% | 7,736 | 3,367 | 77.1% | $15.65万 | 加仓 |
| USIG | ISHARES TR | $35.98万 | 0.01% | 7,024 | 112 | 1.6% | $5,738 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $36.31万 | 0.01% | 10,007 | 0 | 0.0% | — | 不变 |
| UMI | USCF ETF TR | $36.33万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $36.34万 | 0.01% | 3,293 | -369 | -10.1% | -$4.07万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $36.79万 | 0.01% | 14,149 | -36 | -0.3% | -$936 | 减仓 |
| GM | GENERAL MTRS CO | $36.86万 | 0.01% | 4,948 | -408 | -7.6% | -$3.04万 | 减仓 |
| EQT | EQT CORP | $36.87万 | 0.01% | 5,792 | -3,387 | -36.9% | -$21.56万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $37.24万 | 0.01% | 8,761 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $37.49万 | 0.01% | 1,912 | -18 | -0.9% | -$3,530 | 减仓 |
| USFD | US FOODS HLDG CORP | $37.52万 | 0.01% | 4,069 | -150 | -3.6% | -$1.38万 | 减仓 |
| ABNB | AIRBNB INC | $37.69万 | 0.01% | 2,985 | -138 | -4.4% | -$1.74万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $38.47万 | 0.01% | 4,971 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $38.61万 | 0.01% | 3,335 | -527 | -13.6% | -$6.10万 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.69万 | 0.01% | 1,962 | 1,962 | — | $38.69万 | 新建仓 |
| FE | FIRSTENERGY CORP | $39.26万 | 0.01% | 7,750 | -1,677 | -17.8% | -$8.50万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $39.36万 | 0.01% | 1,564 | 28 | 1.8% | $7,047 | 加仓 |
| FIX | COMFORT SYS USA INC | $39.44万 | 0.01% | 286 | -24 | -7.7% | -$3.31万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.75万 | 0.01% | 10,103 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $39.85万 | 0.01% | 4,296 | 6 | 0.1% | $557 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $40.11万 | 0.01% | 8,762 | 105 | 1.2% | $4,806 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $40.30万 | 0.01% | 1,174 | 13 | 1.1% | $4,462 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $40.83万 | 0.01% | 6,215 | -63,276 | -91.1% | -$415.65万 | 减仓 |
| SNDK | SANDISK CORP | $41.11万 | 0.02% | 647 | 64 | 11.0% | $4.07万 | 加仓 |
| OMC | OMNICOM GROUP INC | $41.13万 | 0.02% | 5,461 | -656 | -10.7% | -$4.94万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.87万 | 0.02% | 1,521 | -56 | -3.6% | -$1.54万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $42.01万 | 0.02% | 9,061 | -135 | -1.5% | -$6,259 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.01万 | 0.02% | 13,775 | -928 | -6.3% | -$2.83万 | 减仓 |
| TXT | TEXTRON INC | $42.02万 | 0.02% | 4,799 | 9 | 0.2% | $788 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.08万 | 0.02% | 1,286 | -11 | -0.8% | -$3,599 | 减仓 |
| FLRN | SPDR SERIES TRUST | $42.22万 | 0.02% | 13,716 | -73 | -0.5% | -$2,247 | 减仓 |
| DEM | WISDOMTREE TR | $42.35万 | 0.02% | 8,523 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $42.65万 | 0.02% | 9,195 | 3,581 | 63.8% | $16.61万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $42.67万 | 0.02% | 4,260 | 694 | 19.5% | $6.95万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $42.84万 | 0.02% | 4,182 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $42.98万 | 0.02% | 102 | -25 | -19.7% | -$10.54万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $43.12万 | 0.02% | 5,786 | -792 | -12.0% | -$5.90万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.17万 | 0.02% | 8,168 | -2,835 | -25.8% | -$14.98万 | 减仓 |
| OMCL | OMNICELL COM | $43.20万 | 0.02% | 12,941 | -43 | -0.3% | -$1,435 | 减仓 |
| NOBL | PROSHARES TR | $43.28万 | 0.02% | 4,082 | -241 | -5.6% | -$2.56万 | 减仓 |
| ASML | ASML HLDG NV | $43.32万 | 0.02% | 328 | -14 | -4.1% | -$1.85万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $43.49万 | 0.02% | 979 | -44 | -4.3% | -$1.95万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $43.55万 | 0.02% | 15,976 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.40万 | 0.02% | 3,046 | 483 | 18.8% | $7.04万 | 加仓 |
| CCI | CROWN CASTLE INC | $44.48万 | 0.02% | 5,470 | -128 | -2.3% | -$1.04万 | 减仓 |
| STT | STATE STR CORP | $45.20万 | 0.02% | 3,572 | -76 | -2.1% | -$9,618 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $45.41万 | 0.02% | 1,017 | -285 | -21.9% | -$12.73万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $45.45万 | 0.02% | 1,414 | 47 | 3.4% | $1.51万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $45.50万 | 0.02% | 961 | -113 | -10.5% | -$5.35万 | 减仓 |
| DAL | DELTA AIR LINES INC | $45.58万 | 0.02% | 6,856 | 3,663 | 114.7% | $24.35万 | 加仓 |
| FLS | FLOWSERVE CORP | $45.58万 | 0.02% | 6,200 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $45.68万 | 0.02% | 3,973 | -144 | -3.5% | -$1.66万 | 减仓 |
| CBRE | CBRE GROUP INC | $45.85万 | 0.02% | 3,385 | -313 | -8.5% | -$4.24万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $46.29万 | 0.02% | 12,430 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $46.29万 | 0.02% | 6,156 | 199 | 3.3% | $1.50万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $46.65万 | 0.02% | 17,750 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $47.40万 | 0.02% | 3,566 | -842 | -19.1% | -$11.19万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $48.17万 | 0.02% | 3,562 | 6 | 0.2% | $811 | 加仓 |
| SO | SOUTHERN CO | $48.45万 | 0.02% | 5,019 | -14,739 | -74.6% | -$142.27万 | 减仓 |
| SUSC | ISHARES TR | $48.70万 | 0.02% | 21,046 | -11 | -0.1% | -$255 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $48.93万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $49.18万 | 0.02% | 60,198 | 507 | 0.8% | $4,142 | 加仓 |
| INTU | INTUIT | $49.39万 | 0.02% | 1,142 | 358 | 45.7% | $15.48万 | 加仓 |
| SMMU | PIMCO ETF TR | $50.06万 | 0.02% | 9,923 | 69 | 0.7% | $3,481 | 加仓 |
| — | GENCOR INDS INC | $50.27万 | 0.02% | 33,514 | -84 | -0.3% | -$1,260 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $50.54万 | 0.02% | 14,943 | 5,425 | 57.0% | $18.35万 | 加仓 |
| SHOP | SHOPIFY INC | $50.64万 | 0.02% | 4,269 | -2,944 | -40.8% | -$34.92万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.70万 | 0.02% | 1,947 | -219 | -10.1% | -$5.70万 | 减仓 |
| EIX | EDISON INTL | $51.09万 | 0.02% | 6,981 | -328 | -4.5% | -$2.40万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $51.22万 | 0.02% | 11,227 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $51.35万 | 0.02% | 12,792 | 91 | 0.7% | $3,653 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $51.48万 | 0.02% | 5,155 | 5,155 | — | $51.48万 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC | $52.18万 | 0.02% | 3,807 | -16 | -0.4% | -$2,193 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $52.44万 | 0.02% | 20,073 | -2,065 | -9.3% | -$5.39万 | 减仓 |
| XEL | XCEL ENERGY INC | $52.56万 | 0.02% | 6,616 | -585 | -8.1% | -$4.65万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $52.95万 | 0.02% | 6,675 | -20 | -0.3% | -$1,587 | 减仓 |
| APH | AMPHENOL CORP | $53.07万 | 0.02% | 4,200 | 938 | 28.8% | $11.85万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.92万 | 0.02% | 8,890 | -2,144 | -19.4% | -$13.00万 | 减仓 |
| NEM | NEWMONT CORP | $54.03万 | 0.02% | 4,991 | -567 | -10.2% | -$6.14万 | 减仓 |
| QCOM | QUALCOMM INC | $54.47万 | 0.02% | 4,230 | -101 | -2.3% | -$1.30万 | 减仓 |
| BA | BOEING CO | $54.50万 | 0.02% | 2,738 | -70 | -2.5% | -$1.39万 | 减仓 |
| ASTE | ASTEC INDS INC | $54.59万 | 0.02% | 10,140 | -6 | -0.1% | -$323 | 减仓 |
| NUMG | NUSHARES ETF TR | $54.64万 | 0.02% | 13,300 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $55.24万 | 0.02% | 1,299 | -77 | -5.6% | -$3.27万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $55.26万 | 0.02% | 9,588 | -826 | -7.9% | -$4.76万 | 减仓 |
| TFC | TRUIST FINL CORP | $55.46万 | 0.02% | 12,065 | -35,382 | -74.6% | -$162.64万 | 减仓 |
| ABCB | AMERIS BANCORP | $55.63万 | 0.02% | 7,133 | -33 | -0.5% | -$2,574 | 减仓 |
| HYD | VANECK ETF TRUST | $56.00万 | 0.02% | 11,169 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $56.47万 | 0.02% | 5,856 | 24 | 0.4% | $2,314 | 加仓 |
| EXC | EXELON CORP | $56.65万 | 0.02% | 11,556 | -27,782 | -70.6% | -$136.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $56.88万 | 0.02% | 20,576 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $56.92万 | 0.02% | 7,563 | -891 | -10.5% | -$6.71万 | 减仓 |
| CSX | CSX CORP | $57.07万 | 0.02% | 13,902 | -257 | -1.8% | -$1.06万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $57.51万 | 0.02% | 14,085 | 13,651 | 3,145.4% | $55.74万 | 加仓 |
| GCOW | PACER FDS TR | $57.63万 | 0.02% | 12,464 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $58.31万 | 0.02% | 396 | 142 | 55.9% | $20.91万 | 加仓 |
| IAU | ISHARES GOLD TR | $58.49万 | 0.02% | 6,635 | -880 | -11.7% | -$7.76万 | 减仓 |