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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1,375.94万 | 0.50% | 66,065 | -5,326 | -7.5% | -$110.92万 | 减仓 |
| TILT | FLEXSHARES TR | $1,525.17万 | 0.56% | 63,189 | -2,252 | -3.4% | -$54.36万 | 减仓 |
| GOOGL | ALPHABET INC | $1,574.34万 | 0.58% | 54,748 | -3,873 | -6.6% | -$111.37万 | 减仓 |
| IEFA | ISHARES TR | $1,666.68万 | 0.61% | 184,103 | -571 | -0.3% | -$5.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,694.82万 | 0.62% | 52,829 | -3,170 | -5.7% | -$101.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,331.18万 | 0.85% | 62,976 | -3,630 | -5.4% | -$134.37万 | 减仓 |
| EMB | ISHARES TR | $2,552.67万 | 0.93% | 271,763 | 7,270 | 2.7% | $68.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,601.69万 | 0.95% | 149,179 | -10,533 | -6.6% | -$183.70万 | 减仓 |
| MUB | ISHARES TR | $2,803.35万 | 1.02% | 264,094 | -37,856 | -12.5% | -$401.84万 | 减仓 |
| IVV | ISHARES TR | $2,865.77万 | 1.05% | 43,872 | 1,465 | 3.5% | $95.70万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $3,077.78万 | 1.12% | 1,319,802 | -122,857 | -8.5% | -$286.50万 | 减仓 |
| AAPL | APPLE INC | $4,540.45万 | 1.66% | 178,906 | -11,911 | -6.2% | -$302.29万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $8,324.81万 | 3.04% | 1,781,089 | 26,980 | 1.5% | $126.10万 | 加仓 |
| REET | ISHARES TR | $8,485.90万 | 3.10% | 3,374,114 | 89,484 | 2.7% | $225.05万 | 加仓 |
| IAGG | ISHARES TR | $1.10亿 | 4.02% | 2,200,991 | 30,417 | 1.4% | $152.21万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.11亿 | 4.05% | 3,365,808 | 6,873 | 0.2% | $22.65万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.38亿 | 5.03% | 669,010 | 20,190 | 3.1% | $415.51万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.64亿 | 5.98% | 6,613,376 | 1,523 | 0.0% | $3.77万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.26亿 | 8.27% | 2,063,070 | 35,511 | 1.8% | $389.52万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.78亿 | 10.17% | 2,969,761 | 13,929 | 0.5% | $130.57万 | 加仓 |
| AGG | ISHARES TR | $3.68亿 | 13.46% | 3,710,454 | 86,702 | 2.4% | $860.69万 | 加仓 |