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 |
|---|---|---|---|---|---|---|---|---|
| UMI | USCF ETF TR | $36.48万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $36.60万 | 0.01% | 2,238 | 285 | 14.6% | $4.66万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $36.62万 | 0.01% | 9,228 | -123 | -1.3% | -$4,881 | 减仓 |
| TIP | ISHARES TR | $36.62万 | 0.01% | 3,346 | 53 | 1.6% | $5,801 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $36.83万 | 0.01% | 2,066 | -484 | -19.0% | -$8.63万 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.05万 | 0.01% | 1,954 | -8 | -0.4% | -$1,517 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $37.07万 | 0.01% | 432 | -1,094 | -71.7% | -$93.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $37.46万 | 0.01% | 5,191 | 657 | 14.5% | $4.74万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.50万 | 0.01% | 1,058 | -116 | -9.9% | -$4.11万 | 减仓 |
| FBNC | FIRST BANCORP N C | $37.53万 | 0.01% | 5,870 | -450 | -7.1% | -$2.88万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $37.73万 | 0.01% | 1,426 | -138 | -8.8% | -$3.65万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $37.75万 | 0.01% | 1,833 | -79 | -4.1% | -$1.63万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $37.85万 | 0.01% | 4,009 | -204 | -4.8% | -$1.93万 | 减仓 |
| IRM | IRON MTN INC DEL | $38.10万 | 0.01% | 3,016 | 1,269 | 72.6% | $16.03万 | 重新持有 |
| IJAN | INNOVATOR ETFS TRUST | $38.11万 | 0.01% | 10,007 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $38.20万 | 0.01% | 9,078 | -1,025 | -10.1% | -$4.31万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $38.35万 | 0.01% | 4,560 | -388 | -7.8% | -$3.26万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $38.54万 | 0.01% | 1,040 | -246 | -19.1% | -$9.12万 | 减仓 |
| SUSC | ISHARES TR | $38.58万 | 0.01% | 16,663 | -4,383 | -20.8% | -$10.15万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $38.77万 | 0.01% | 13,089 | -1,060 | -7.5% | -$3.14万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $38.82万 | 0.01% | 15,035 | 1,639 | 12.2% | $4.23万 | 加仓 |
| TGT | TARGET CORP | $39.05万 | 0.01% | 2,990 | 845 | 39.4% | $11.04万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $39.17万 | 0.01% | 1,394 | 32 | 2.3% | $8,992 | 加仓 |
| GCOW | PACER FDS TR | $39.58万 | 0.01% | 9,140 | -3,324 | -26.7% | -$14.39万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $39.72万 | 0.01% | 8,761 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $39.84万 | 0.01% | 5,159 | 188 | 3.8% | $1.45万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $39.90万 | 0.01% | 3,206 | 89 | 2.9% | $1.11万 | 加仓 |
| USFD | US FOODS HLDG CORP | $39.97万 | 0.01% | 3,909 | -160 | -3.9% | -$1.64万 | 减仓 |
| ALL | ALLSTATE CORP | $40.05万 | 0.01% | 1,684 | -9 | -0.5% | -$2,140 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $40.05万 | 0.01% | 2,596 | -450 | -14.8% | -$6.94万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $40.29万 | 0.01% | 5,193 | -593 | -10.2% | -$4.60万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $40.39万 | 0.01% | 4,301 | 5 | 0.1% | $470 | 加仓 |
| CCI | CROWN CASTLE INC | $40.95万 | 0.01% | 5,407 | -63 | -1.2% | -$4,771 | 减仓 |
| IBTG | ISHARES TR | $41.02万 | 0.01% | 17,921 | 17,371 | 3,158.4% | $39.76万 | 重新持有 |
| SHOP | SHOPIFY INC | $41.08万 | 0.01% | 3,598 | -671 | -15.7% | -$7.66万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $41.12万 | 0.01% | 10,638 | -10,725 | -50.2% | -$41.45万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $41.23万 | 0.01% | 6,132 | -83 | -1.3% | -$5,581 | 减仓 |
| NOBL | PROSHARES TR | $42.37万 | 0.01% | 7,545 | -619 | -7.6% | -$3.48万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $42.85万 | 0.01% | 9,086 | -109 | -1.2% | -$5,140 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $43.23万 | 0.01% | 7,678 | 80 | 1.1% | $4,505 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.45万 | 0.01% | 8,168 | 0 | 0.0% | — | 不变 |
| — | VANGUARD NY TAX FREE FDS | $43.49万 | 0.01% | 4,182 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $43.85万 | 0.01% | 4,780 | -19 | -0.4% | -$1,743 | 减仓 |
| HEI/A | HEICO CORP NEW | $44.13万 | 0.01% | 1,711 | 10 | 0.6% | $2,579 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $44.14万 | 0.01% | 9,090 | 29 | 0.3% | $1,408 | 加仓 |
| EQIX | EQUINIX INC | $44.20万 | 0.01% | 424 | 180 | 73.8% | $18.76万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.56万 | 0.01% | 12,333 | 110 | 0.9% | $3,974 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $44.58万 | 0.01% | 3,567 | -240 | -6.3% | -$3.00万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $44.67万 | 0.01% | 1,787 | 30 | 1.7% | $7,499 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.68万 | 0.01% | 15,959 | -17 | -0.1% | -$476 | 减仓 |
| IGM | ISHARES TR | $44.79万 | 0.01% | 2,738 | -30 | -1.1% | -$4,908 | 减仓 |
| AMP | AMERIPRISE FINL INC | $44.99万 | 0.01% | 981 | 2 | 0.2% | $917 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $44.99万 | 0.01% | 7,981 | 245 | 3.2% | $1.38万 | 加仓 |
| MMSI | MERIT MED SYS INC | $45.38万 | 0.01% | 6,544 | 1,441 | 28.2% | $9.99万 | 加仓 |
| FLS | FLOWSERVE CORP | $45.72万 | 0.01% | 6,165 | -35 | -0.6% | -$2,596 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $46.00万 | 0.02% | 9,255 | 493 | 5.6% | $2.45万 | 加仓 |
| SO | SOUTHERN CO | $46.08万 | 0.02% | 4,814 | -205 | -4.1% | -$1.96万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $46.12万 | 0.02% | 18,788 | -2,729 | -12.7% | -$6.70万 | 减仓 |
| GM | GENERAL MTRS CO | $46.15万 | 0.02% | 5,987 | 1,039 | 21.0% | $8.01万 | 加仓 |
| — | GENCOR INDS INC | $46.25万 | 0.02% | 30,997 | -2,517 | -7.5% | -$3.76万 | 减仓 |
| BX | BLACKSTONE INC | $46.34万 | 0.02% | 3,938 | -35 | -0.9% | -$4,119 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.40万 | 0.02% | 3,502 | -60 | -1.7% | -$7,949 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $46.58万 | 0.02% | 5,145 | -40 | -0.8% | -$3,621 | 减仓 |
| XEL | XCEL ENERGY INC | $46.99万 | 0.02% | 5,852 | -764 | -11.5% | -$6.13万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $47.39万 | 0.02% | 11,371 | -5,156 | -31.2% | -$21.49万 | 减仓 |
| CME | CME GROUP INC | $47.50万 | 0.02% | 2,151 | -143 | -6.2% | -$3.16万 | 减仓 |
| NEM | NEWMONT CORP | $47.85万 | 0.02% | 5,123 | 132 | 2.6% | $1.23万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $47.99万 | 0.02% | 13,785 | 10 | 0.1% | $348 | 加仓 |
| EIX | EDISON INTL | $48.10万 | 0.02% | 6,461 | -520 | -7.4% | -$3.87万 | 减仓 |
| DEM | WISDOMTREE TR | $49.01万 | 0.02% | 9,112 | 589 | 6.9% | $3.17万 | 加仓 |
| SUSB | ISHARES TR | $49.83万 | 0.02% | 19,941 | -9,702 | -32.7% | -$24.25万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $49.86万 | 0.02% | 6,690 | -873 | -11.5% | -$6.51万 | 减仓 |
| OMCL | OMNICELL COM | $49.86万 | 0.02% | 12,009 | -932 | -7.2% | -$3.87万 | 减仓 |
| SPGI | S&P GLOBAL INC | $50.01万 | 0.02% | 1,228 | -71 | -5.5% | -$2.89万 | 减仓 |
| IAU | ISHARES GOLD TR | $50.10万 | 0.02% | 6,635 | 0 | 0.0% | — | 不变 |
| CSRE | COHEN & STEERS ETF TRUST | $50.37万 | 0.02% | 17,750 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $50.47万 | 0.02% | 9,994 | 71 | 0.7% | $3,585 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $50.74万 | 0.02% | 4,179 | -81 | -1.9% | -$9,835 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $51.07万 | 0.02% | 11,227 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $51.12万 | 0.02% | 1,889 | -58 | -3.0% | -$1.57万 | 减仓 |
| FTNT | FORTINET INC | $52.74万 | 0.02% | 3,433 | 86 | 2.6% | $1.32万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $52.87万 | 0.02% | 17,506 | -2,567 | -12.8% | -$7.75万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $52.97万 | 0.02% | 5,880 | -276 | -4.5% | -$2.49万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $53.06万 | 0.02% | 6,170 | -505 | -7.6% | -$4.34万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.20万 | 0.02% | 9,232 | 342 | 3.8% | $1.97万 | 加仓 |
| TFC | TRUIST FINL CORP | $54.25万 | 0.02% | 10,888 | -1,177 | -9.8% | -$5.86万 | 减仓 |
| HUM | HUMANA INC | $54.44万 | 0.02% | 1,370 | 5 | 0.4% | $1,987 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $54.50万 | 0.02% | 8,065 | -1,964 | -19.6% | -$13.27万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $56.02万 | 0.02% | 1,394 | -20 | -1.4% | -$8,037 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $56.16万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $56.21万 | 0.02% | 9,719 | 131 | 1.4% | $7,577 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $56.32万 | 0.02% | 13,979 | 1,187 | 9.3% | $4.78万 | 加仓 |
| EXC | EXELON CORP | $56.73万 | 0.02% | 12,168 | 612 | 5.3% | $2.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $56.89万 | 0.02% | 5,472 | -454 | -7.7% | -$4.72万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $56.92万 | 0.02% | 68,824 | 8,626 | 14.3% | $7.13万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $56.96万 | 0.02% | 43,780 | -65,387 | -59.9% | -$85.07万 | 减仓 |
| FIX | COMFORT SYS USA INC | $57.28万 | 0.02% | 289 | 3 | 1.0% | $5,946 | 加仓 |
| HYD | VANECK ETF TRUST | $57.53万 | 0.02% | 11,169 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $58.10万 | 0.02% | 1,735 | 402 | 30.2% | $13.46万 | 加仓 |
| ASTE | ASTEC INDS INC | $58.16万 | 0.02% | 9,504 | -636 | -6.3% | -$3.89万 | 减仓 |