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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $58.74万 | 0.02% | 4,483 | -9,334 | -67.6% | -$122.30万 | 减仓 |
| — | CALAMOS ETF TR | $59.40万 | 0.02% | 22,921 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $59.76万 | 0.02% | 8,087 | 8,072 | 53,813.3% | $59.65万 | 加仓 |
| IJJ | ISHARES TR | $60.92万 | 0.02% | 4,598 | -1 | -0.0% | -$132 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $61.15万 | 0.02% | 26,245 | 26,245 | — | $61.15万 | 新建仓 |
| ACWX | ISHARES TR | $61.70万 | 0.02% | 9,012 | -10 | -0.1% | -$685 | 减仓 |
| CMCSA | COMCAST CORP NEW | $61.77万 | 0.02% | 21,517 | -79 | -0.4% | -$2,268 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $61.79万 | 0.02% | 3,117 | -175 | -5.3% | -$3.47万 | 减仓 |
| XPO | XPO INC | $61.83万 | 0.02% | 3,178 | -705 | -18.2% | -$13.72万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $61.92万 | 0.02% | 6,708 | -380 | -5.4% | -$3.51万 | 减仓 |
| NUMV | NUSHARES ETF TR | $62.03万 | 0.02% | 16,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $62.08万 | 0.02% | 7,798 | -5,381 | -40.8% | -$42.84万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $62.14万 | 0.02% | 10,362 | -1,363 | -11.6% | -$8.17万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $62.60万 | 0.02% | 10,650 | 2,901 | 37.4% | $17.05万 | 加仓 |
| MET | METLIFE INC | $63.19万 | 0.02% | 8,936 | -941 | -9.5% | -$6.65万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $63.25万 | 0.02% | 2,911 | -909 | -23.8% | -$19.75万 | 减仓 |
| BCPC | BALCHEM CORP | $63.31万 | 0.02% | 3,735 | -209 | -5.3% | -$3.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $63.46万 | 0.02% | 4,842 | -1,165 | -19.4% | -$15.27万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $63.79万 | 0.02% | 13,877 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $64.07万 | 0.02% | 14,831 | -123 | -0.8% | -$5,314 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $64.10万 | 0.02% | 10,029 | -946 | -8.6% | -$6.05万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $64.19万 | 0.02% | 16,527 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $64.20万 | 0.02% | 3,386 | -194 | -5.4% | -$3.68万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $64.35万 | 0.02% | 14,927 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $64.81万 | 0.02% | 11,140 | -87 | -0.8% | -$5,062 | 减仓 |
| WMB | WILLIAMS COS INC | $64.84万 | 0.02% | 8,909 | 494 | 5.9% | $3.60万 | 加仓 |
| IJS | ISHARES TR | $64.96万 | 0.02% | 5,484 | 557 | 11.3% | $6.60万 | 加仓 |
| EEM | ISHARES TR | $64.98万 | 0.02% | 11,442 | 6,235 | 119.7% | $35.41万 | 加仓 |
| EEMV | ISHARES INC | $65.01万 | 0.02% | 10,043 | -178 | -1.7% | -$1.15万 | 减仓 |
| F | FORD MTR CO | $65.15万 | 0.02% | 56,454 | -6,639 | -10.5% | -$7.66万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $66.82万 | 0.02% | 13,351 | 25 | 0.2% | $1,251 | 加仓 |
| — | TRUBRIDGE INC | $67.48万 | 0.02% | 46,091 | -81 | -0.2% | -$1,186 | 减仓 |
| EDV | VANGUARD WORLD FD | $67.63万 | 0.02% | 10,412 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $67.75万 | 0.02% | 2,294 | -6,744 | -74.6% | -$199.16万 | 减仓 |
| USB | US BANCORP | $67.92万 | 0.02% | 13,058 | -28,432 | -68.5% | -$147.89万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $68.71万 | 0.03% | 19,305 | -466,591 | -96.0% | -$1,660.63万 | 减仓 |
| PLD | PROLOGIS INC. | $68.79万 | 0.03% | 5,204 | 1,018 | 24.3% | $13.46万 | 加仓 |
| SYK | STRYKER CORPORATION | $69.35万 | 0.03% | 2,110 | -2,399 | -53.2% | -$78.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $69.36万 | 0.03% | 8,005 | -15,510 | -66.0% | -$134.38万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $70.94万 | 0.03% | 5,417 | -249 | -4.4% | -$3.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $71.37万 | 0.03% | 797 | -23 | -2.8% | -$2.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $71.47万 | 0.03% | 10,048 | 7,136 | 245.1% | $50.76万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $72.17万 | 0.03% | 35,361 | -6,955 | -16.4% | -$14.20万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $72.22万 | 0.03% | 22,414 | -1,374 | -5.8% | -$4.43万 | 减仓 |
| — | NUSHARES ETF TR | $72.62万 | 0.03% | 34,289 | 464 | 1.4% | $9,827 | 加仓 |
| USHY | ISHARES TR | $72.70万 | 0.03% | 19,735 | -1,464 | -6.9% | -$5.39万 | 减仓 |
| MS | MORGAN STANLEY | $73.44万 | 0.03% | 4,463 | 113 | 2.6% | $1.86万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $74.07万 | 0.03% | 23,925 | -28 | -0.1% | -$867 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $74.20万 | 0.03% | 5,666 | -13,533 | -70.5% | -$177.22万 | 减仓 |
| SUSB | ISHARES TR | $74.30万 | 0.03% | 29,643 | -156 | -0.5% | -$3,910 | 减仓 |
| CVS | CVS HEALTH CORP | $74.75万 | 0.03% | 10,408 | -1,492 | -12.5% | -$10.72万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $75.15万 | 0.03% | 9,737 | -461 | -4.5% | -$3.56万 | 减仓 |
| — | ISHARES TR | $76.21万 | 0.03% | 17,504 | -58 | -0.3% | -$2,525 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $77.07万 | 0.03% | 7,834 | -3,272 | -29.5% | -$32.19万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $77.55万 | 0.03% | 21,363 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $78.22万 | 0.03% | 5,926 | -154 | -2.5% | -$2.03万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $78.69万 | 0.03% | 13,908 | -46 | -0.3% | -$2,603 | 减仓 |
| AON | AON PLC | $79.57万 | 0.03% | 2,465 | 114 | 4.8% | $3.68万 | 加仓 |
| NUBD | NUSHARES ETF TR | $79.63万 | 0.03% | 35,852 | -187 | -0.5% | -$4,153 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $80.39万 | 0.03% | 20,382 | -1,290 | -6.0% | -$5.09万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $81.20万 | 0.03% | 13,636 | 10,275 | 305.7% | $61.19万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $81.68万 | 0.03% | 5,191 | 82 | 1.6% | $1.29万 | 加仓 |
| NOW | SERVICENOW INC | $81.74万 | 0.03% | 7,818 | 2,429 | 45.1% | $25.40万 | 加仓 |
| NKE | NIKE INC | $82.42万 | 0.03% | 15,602 | -2,854 | -15.5% | -$15.08万 | 减仓 |
| ORI | OLD REP INTL CORP | $83.61万 | 0.03% | 20,955 | -405 | -1.9% | -$1.62万 | 减仓 |
| IJK | ISHARES TR | $83.77万 | 0.03% | 8,325 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $83.78万 | 0.03% | 13,415 | -9,027 | -40.2% | -$56.37万 | 减仓 |
| ITOT | ISHARES TR | $84.06万 | 0.03% | 5,901 | -6,077 | -50.7% | -$86.56万 | 减仓 |
| VLO | VALERO ENERGY CORP | $84.44万 | 0.03% | 3,418 | -114 | -3.2% | -$2.82万 | 减仓 |
| PFF | ISHARES TR | $84.49万 | 0.03% | 27,865 | -2,765 | -9.0% | -$8.38万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $84.80万 | 0.03% | 2,165 | -43 | -1.9% | -$1.68万 | 减仓 |
| UNP | UNION PAC CORP | $85.17万 | 0.03% | 3,511 | 168 | 5.0% | $4.08万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $85.60万 | 0.03% | 7,749 | 7,676 | 10,515.1% | $84.80万 | 加仓 |
| MMM | 3M CO | $87.64万 | 0.03% | 6,035 | -342 | -5.4% | -$4.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.79万 | 0.03% | 23,556 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $88.21万 | 0.03% | 28,753 | 1,549 | 5.7% | $4.75万 | 加仓 |
| PAYX | PAYCHEX INC | $89.35万 | 0.03% | 9,699 | 168 | 1.8% | $1.55万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $90.46万 | 0.03% | 18,308 | -5,176 | -22.0% | -$25.57万 | 减仓 |
| SHY | ISHARES TR | $93.22万 | 0.03% | 11,290 | -2,744 | -19.6% | -$22.66万 | 减仓 |
| IUSB | ISHARES TR | $93.41万 | 0.03% | 20,223 | -103,264 | -83.6% | -$476.98万 | 减仓 |
| IVE | ISHARES TR | $93.64万 | 0.03% | 4,435 | -1,187 | -21.1% | -$25.06万 | 减仓 |
| — | ISHARES TR | $95.00万 | 0.03% | 19,858 | -199 | -1.0% | -$9,520 | 减仓 |
| ANET | ARISTA NETWORKS INC | $95.45万 | 0.03% | 7,774 | 2,205 | 39.6% | $27.07万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $96.01万 | 0.04% | 3,438 | -876 | -20.3% | -$24.46万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $96.07万 | 0.04% | 4,496 | -643 | -12.5% | -$13.74万 | 减仓 |
| EWC | ISHARES INC | $98.19万 | 0.04% | 17,922 | 2,938 | 19.6% | $16.10万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $98.31万 | 0.04% | 42,339 | -128,424 | -75.2% | -$298.20万 | 减仓 |
| IVW | ISHARES TR | $99.36万 | 0.04% | 8,784 | 1,151 | 15.1% | $13.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $99.38万 | 0.04% | 11,204 | 168 | 1.5% | $1.49万 | 加仓 |
| CB | CHUBB LTD SWITZ | $101.81万 | 0.04% | 3,123 | 558 | 21.8% | $18.19万 | 加仓 |
| ADNT | ADIENT PLC | $102.62万 | 0.04% | 50,777 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $103.57万 | 0.04% | 7,080 | -893 | -11.2% | -$13.06万 | 减仓 |
| ESGE | ISHARES INC | $104.06万 | 0.04% | 22,885 | -579 | -2.5% | -$2.63万 | 减仓 |
| TTD | THE TRADE DESK INC | $104.39万 | 0.04% | 46,008 | 4,531 | 10.9% | $10.28万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $106.74万 | 0.04% | 8,998 | -394 | -4.2% | -$4.67万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $107.24万 | 0.04% | 1,526 | 95 | 6.6% | $6.68万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $108.16万 | 0.04% | 42,186 | -155,652 | -78.7% | -$399.09万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $109.00万 | 0.04% | 5,158 | -214 | -4.0% | -$4.52万 | 减仓 |
| MCK | MCKESSON CORP | $109.40万 | 0.04% | 1,264 | -51 | -3.9% | -$4.41万 | 减仓 |
| PGR | PROGRESSIVE CORP | $109.47万 | 0.04% | 5,522 | 19 | 0.3% | $3,767 | 加仓 |