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 |
|---|---|---|---|---|---|---|---|---|
| NUBD | NUSHARES ETF TR | $58.38万 | 0.02% | 26,374 | -9,478 | -26.4% | -$20.98万 | 减仓 |
| MDT | MEDTRONIC PLC | $58.39万 | 0.02% | 7,464 | -541 | -6.8% | -$4.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $58.39万 | 0.02% | 20,576 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $58.64万 | 0.02% | 8,087 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $58.91万 | 0.02% | 3,486 | -249 | -6.7% | -$4.21万 | 减仓 |
| ABCB | AMERIS BANCORP | $59.31万 | 0.02% | 6,571 | -562 | -7.9% | -$5.07万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $60.03万 | 0.02% | 4,388 | -454 | -9.4% | -$6.21万 | 减仓 |
| STT | STATE STR CORP | $60.44万 | 0.02% | 3,564 | -8 | -0.2% | -$1,357 | 减仓 |
| — | CALAMOS ETF TR | $61.19万 | 0.02% | 22,921 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $61.61万 | 0.02% | 4,303 | -180 | -4.0% | -$2.58万 | 减仓 |
| BA | BOEING CO | $61.94万 | 0.02% | 2,861 | 123 | 4.5% | $2.66万 | 加仓 |
| NUMG | NUSHARES ETF TR | $62.46万 | 0.02% | 13,300 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $62.77万 | 0.02% | 2,583 | -328 | -11.3% | -$7.97万 | 减仓 |
| USB | US BANCORP | $63.92万 | 0.02% | 10,582 | -2,476 | -19.0% | -$14.96万 | 减仓 |
| XPO | XPO INC | $64.93万 | 0.02% | 3,163 | -15 | -0.5% | -$3,079 | 减仓 |
| CSX | CSX CORP | $65.43万 | 0.02% | 13,766 | -136 | -1.0% | -$6,464 | 减仓 |
| WFC | WELLS FARGO & CO | $65.55万 | 0.02% | 7,932 | 134 | 1.7% | $1.11万 | 加仓 |
| NKE | NIKE INC | $65.95万 | 0.02% | 16,065 | 463 | 3.0% | $1.90万 | 加仓 |
| SJM | SMUCKER J M CO | $66.40万 | 0.02% | 5,902 | 46 | 0.8% | $5,175 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $66.83万 | 0.02% | 10,627 | -23 | -0.2% | -$1,446 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $66.85万 | 0.02% | 8,715 | -1,022 | -10.5% | -$7.84万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $66.95万 | 0.02% | 32,865 | -2,496 | -7.1% | -$5.08万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $67.15万 | 0.02% | 6,959 | 5,188 | 292.9% | $50.06万 | 重新持有 |
| QCOM | QUALCOMM INC | $67.32万 | 0.02% | 3,643 | -587 | -13.9% | -$10.85万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $67.38万 | 0.02% | 9,616 | -746 | -7.2% | -$5.23万 | 减仓 |
| F | FORD MTR CO | $67.44万 | 0.02% | 48,515 | -7,939 | -14.1% | -$11.04万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $67.49万 | 0.02% | 3,543 | -23 | -0.6% | -$4,381 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $67.73万 | 0.02% | 13,877 | 0 | 0.0% | — | 不变 |
| TAXF | AMERICAN CENTY ETF TR | $68.04万 | 0.02% | 13,384 | 33 | 0.2% | $1,678 | 加仓 |
| IJJ | ISHARES TR | $68.29万 | 0.02% | 4,623 | 25 | 0.5% | $3,693 | 加仓 |
| EDV | VANGUARD WORLD FD | $68.57万 | 0.02% | 10,536 | 124 | 1.2% | $8,070 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.98万 | 0.02% | 5,912 | -1,168 | -16.5% | -$13.63万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $69.28万 | 0.02% | 14,927 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $69.33万 | 0.02% | 9,110 | 98 | 1.1% | $7,459 | 加仓 |
| USHY | ISHARES TR | $69.52万 | 0.02% | 18,780 | -955 | -4.8% | -$3.54万 | 减仓 |
| NUMV | NUSHARES ETF TR | $69.58万 | 0.02% | 16,000 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $69.68万 | 0.02% | 5,144 | -60 | -1.2% | -$8,128 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $70.40万 | 0.02% | 5,562 | -104 | -1.8% | -$1.32万 | 减仓 |
| NOW | SERVICENOW INC | $70.50万 | 0.02% | 7,101 | -717 | -9.2% | -$7.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $70.74万 | 0.02% | 2,247 | 137 | 6.5% | $4.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $71.33万 | 0.02% | 10,488 | -652 | -5.9% | -$4.43万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $71.77万 | 0.02% | 3,247 | 3,247 | — | $71.77万 | 新建仓 |
| DHR | DANAHER CORP DEL | $71.85万 | 0.02% | 3,772 | 386 | 11.4% | $7.35万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $71.86万 | 0.02% | 21,058 | -1,356 | -6.0% | -$4.63万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $73.03万 | 0.02% | 17,409 | 17,409 | — | $73.03万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $73.57万 | 0.02% | 1,481 | 464 | 45.6% | $23.05万 | 加仓 |
| — | NUSHARES ETF TR | $73.86万 | 0.02% | 34,459 | 170 | 0.5% | $3,644 | 加仓 |
| HON | HONEYWELL INTL INC | $74.10万 | 0.02% | 3,309 | -3,179 | -49.0% | -$71.19万 | 减仓 |
| MET | METLIFE INC | $74.19万 | 0.02% | 8,769 | -167 | -1.9% | -$1.41万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $74.42万 | 0.02% | 5,093 | -324 | -6.0% | -$4.73万 | 减仓 |
| EEMV | ISHARES INC | $74.75万 | 0.02% | 9,930 | -113 | -1.1% | -$8,507 | 减仓 |
| IJS | ISHARES TR | $74.98万 | 0.02% | 5,486 | 2 | 0.0% | $273 | 加仓 |
| EEM | ISHARES TR | $76.56万 | 0.03% | 11,192 | -250 | -2.2% | -$1.71万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $76.74万 | 0.03% | 14,758 | -73 | -0.5% | -$3,796 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $76.81万 | 0.03% | 785 | -12 | -1.5% | -$1.17万 | 减仓 |
| DAL | DELTA AIR LINES INC | $76.82万 | 0.03% | 8,202 | 1,346 | 19.6% | $12.61万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $76.96万 | 0.03% | 19,179 | -1,203 | -5.9% | -$4.83万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $77.95万 | 0.03% | 7,938 | 7,938 | — | $77.95万 | 新建仓 |
| AON | AON PLC | $78.61万 | 0.03% | 2,370 | -95 | -3.9% | -$3.15万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $79.35万 | 0.03% | 19,305 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $80.79万 | 0.03% | 21,966 | 7,023 | 47.0% | $25.83万 | 加仓 |
| ASML | ASML HLDG NV | $81.57万 | 0.03% | 410 | 82 | 25.0% | $16.31万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $82.44万 | 0.03% | 3,319 | -119 | -3.5% | -$2.96万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $82.64万 | 0.03% | 15,688 | -2,620 | -14.3% | -$13.80万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $83.18万 | 0.03% | 9,167 | -14,649 | -61.5% | -$132.93万 | 减仓 |
| IWF | ISHARES TR | $83.25万 | 0.03% | 6,704 | -4,200 | -38.5% | -$52.15万 | 减仓 |
| TTD | THE TRADE DESK INC | $83.32万 | 0.03% | 46,085 | 77 | 0.2% | $1,392 | 加仓 |
| PFF | ISHARES TR | $83.38万 | 0.03% | 27,345 | -520 | -1.9% | -$1.59万 | 减仓 |
| VLO | VALERO ENERGY CORP | $83.89万 | 0.03% | 3,221 | -197 | -5.8% | -$5.13万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $84.23万 | 0.03% | 13,856 | -52 | -0.4% | -$3,161 | 减仓 |
| ORI | OLD REP INTL CORP | $84.58万 | 0.03% | 20,670 | -285 | -1.4% | -$1.17万 | 减仓 |
| WMB | WILLIAMS COS INC | $84.84万 | 0.03% | 11,413 | 2,504 | 28.1% | $18.61万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $86.04万 | 0.03% | 4,268 | -1,598 | -27.2% | -$32.21万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $86.12万 | 0.03% | 8,010 | 176 | 2.2% | $1.89万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $88.64万 | 0.03% | 24,040 | 115 | 0.5% | $4,240 | 加仓 |
| MMM | 3M CO | $88.79万 | 0.03% | 5,484 | -551 | -9.1% | -$8.92万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $88.96万 | 0.03% | 4,805 | -386 | -7.4% | -$7.15万 | 减仓 |
| MCK | MCKESSON CORP | $90.46万 | 0.03% | 1,197 | -67 | -5.3% | -$5.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $91.18万 | 0.03% | 13,044 | -371 | -2.8% | -$2.59万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $92.26万 | 0.03% | 15,997 | 13,605 | 568.8% | $78.46万 | 重新持有 |
| — | ISHARES TR | $92.62万 | 0.03% | 17,560 | 56 | 0.3% | $2,954 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $93.20万 | 0.03% | 3,128 | 94 | 3.1% | $2.80万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $93.66万 | 0.03% | 40,492 | -1,847 | -4.4% | -$4.27万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $94.26万 | 0.03% | 24,458 | 12,028 | 96.8% | $46.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.60万 | 0.03% | 23,556 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $96.37万 | 0.03% | 3,544 | 33 | 0.9% | $8,974 | 加仓 |
| PAYX | PAYCHEX INC | $96.62万 | 0.03% | 9,826 | 127 | 1.3% | $1.25万 | 加仓 |
| ITOT | ISHARES TR | $97.00万 | 0.03% | 5,904 | 3 | 0.1% | $493 | 加仓 |
| IJK | ISHARES TR | $97.86万 | 0.03% | 8,329 | 4 | 0.0% | $470 | 加仓 |
| CVS | CVS HEALTH CORP | $99.22万 | 0.03% | 9,591 | -817 | -7.8% | -$8.45万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $100.00万 | 0.03% | 10,370 | -834 | -7.4% | -$8.04万 | 减仓 |
| IVE | ISHARES TR | $100.05万 | 0.03% | 4,407 | -28 | -0.6% | -$6,357 | 减仓 |
| RSG | REPUBLIC SVCS INC | $100.88万 | 0.03% | 4,734 | 4,180 | 754.5% | $89.08万 | 重新持有 |
| IUSB | ISHARES TR | $102.46万 | 0.03% | 22,202 | 1,979 | 9.8% | $9.13万 | 加仓 |
| GLD | SPDR GOLD TR | $102.99万 | 0.03% | 2,796 | 19 | 0.7% | $6,998 | 加仓 |
| IHDG | WISDOMTREE TR | $103.48万 | 0.03% | 19,756 | 19,756 | — | $103.48万 | 新建仓 |
| ONEY | SPDR SERIES TRUST | $104.38万 | 0.03% | 8,148 | 8,148 | — | $104.38万 | 新建仓 |
| ESGE | ISHARES INC | $107.57万 | 0.04% | 19,668 | -3,217 | -14.1% | -$17.59万 | 减仓 |
| ADNT | ADIENT PLC | $108.41万 | 0.04% | 58,985 | 8,208 | 16.2% | $15.09万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $108.51万 | 0.04% | 8,588 | -629 | -6.8% | -$7.95万 | 减仓 |