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 |
|---|---|---|---|---|---|---|---|---|
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -3,027 | -100.0% | -$12.17万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,517 | -100.0% | -$12.12万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -858 | -100.0% | -$12.11万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -2,914 | -100.0% | -$12.04万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -1,526 | -100.0% | -$12.01万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$11.97万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -1,384 | -100.0% | -$11.94万 | 清仓 |
| IDGT | ISHARES TR | $0 | 0.00% | 0 | -1,400 | -100.0% | -$11.90万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -2,893 | -100.0% | -$11.88万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -2,727 | -100.0% | -$11.88万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -5,049 | -100.0% | -$11.82万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -1,616 | -100.0% | -$11.81万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -459 | -100.0% | -$11.80万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -1,412 | -100.0% | -$11.79万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -636 | -100.0% | -$11.77万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MATW | MATTHEWS INTL CORP | $0 | 0.00% | 0 | -4,500 | -100.0% | -$11.75万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | -1,197 | -100.0% | -$11.71万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -1,433 | -100.0% | -$11.70万 | 清仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -2,417 | -100.0% | -$11.70万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -1,478 | -100.0% | -$11.65万 | 清仓 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -1,966 | -100.0% | -$11.61万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -325 | -100.0% | -$11.61万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -1,596 | -100.0% | -$11.59万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -598 | -100.0% | -$11.56万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -6,397 | -100.0% | -$11.41万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -834 | -100.0% | -$11.35万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -1,517 | -100.0% | -$11.30万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -1,249 | -100.0% | -$11.23万 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -2,025 | -100.0% | -$11.23万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | -5,013 | -100.0% | -$11.21万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -541 | -100.0% | -$11.17万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,720 | -100.0% | -$11.15万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -462 | -100.0% | -$10.80万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -6,548 | -100.0% | -$10.80万 | 清仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $0 | 0.00% | 0 | -8,096 | -100.0% | -$10.78万 | 清仓 |
| — | STRATEGY SHS | $0 | 0.00% | 0 | -4,875 | -100.0% | -$10.73万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -662 | -100.0% | -$10.73万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -1,233 | -100.0% | -$10.72万 | 清仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,688 | -100.0% | -$10.71万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,903 | -100.0% | -$10.67万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -316 | -100.0% | -$10.63万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -1,785 | -100.0% | -$10.62万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -813 | -100.0% | -$10.61万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -5,978 | -100.0% | -$10.60万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -884 | -100.0% | -$10.57万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -790 | -100.0% | -$10.54万 | 清仓 |
| ELS | EQUITY LIFESTYLE PPTYS INC | $0 | 0.00% | 0 | -1,738 | -100.0% | -$10.53万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -7,340 | -100.0% | -$10.53万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -757 | -100.0% | -$10.53万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -569 | -100.0% | -$10.50万 | 清仓 |
| CHCO | CITY HLDG CO | $0 | 0.00% | 0 | -877 | -100.0% | -$10.46万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -134 | -100.0% | -$10.35万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -1,316 | -100.0% | -$10.32万 | 清仓 |
| HDEF | DBX ETF TR | $0 | 0.00% | 0 | -3,325 | -100.0% | -$10.30万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -929 | -100.0% | -$10.24万 | 清仓 |
| GHC | GRAHAM HLDGS CO | $0 | 0.00% | 0 | -93 | -100.0% | -$10.23万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -2,637 | -100.0% | -$10.21万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -2,797 | -100.0% | -$10.21万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,402 | -100.0% | -$10.10万 | 清仓 |
| IBTI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -1,754 | -100.0% | -$10.08万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -182 | -100.0% | -$10.06万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -469 | -100.0% | -$10.03万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -4,122 | -100.0% | -$10.00万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -2,337 | -100.0% | -$9.98万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -950 | -100.0% | -$9.88万 | 清仓 |
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,420 | -100.0% | -$9.85万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -1,415 | -100.0% | -$9.84万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -1,530 | -100.0% | -$9.83万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -714 | -100.0% | -$9.75万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -1,605 | -100.0% | -$9.66万 | 清仓 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -5,097 | -100.0% | -$9.61万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -981 | -100.0% | -$9.59万 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | -2,358 | -100.0% | -$9.56万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -416 | -100.0% | -$9.49万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -1,198 | -100.0% | -$9.42万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -522 | -100.0% | -$9.40万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -3,554 | -100.0% | -$9.34万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -1,104 | -100.0% | -$9.24万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -441 | -100.0% | -$9.24万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -1,323 | -100.0% | -$9.23万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -1,734 | -100.0% | -$9.17万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -1,103 | -100.0% | -$9.15万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,729 | -100.0% | -$9.13万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -477 | -100.0% | -$9.12万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -314 | -100.0% | -$9.07万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -583 | -100.0% | -$9.03万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -403 | -100.0% | -$9.02万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,159 | -100.0% | -$9.00万 | 清仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -2,250 | -100.0% | -$8.91万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -866 | -100.0% | -$8.91万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -207 | -100.0% | -$8.86万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,696 | -100.0% | -$8.82万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | -1,974 | -100.0% | -$8.82万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -915 | -100.0% | -$8.80万 | 清仓 |
| — | CION INVT CORP | $0 | 0.00% | 0 | -9,071 | -100.0% | -$8.77万 | 清仓 |