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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $110.07万 | 0.04% | 7,025 | -726 | -9.4% | -$11.37万 | 减仓 |
| CB | CHUBB LIMITED | $110.73万 | 0.04% | 3,249 | 126 | 4.0% | $4.29万 | 加仓 |
| SNDK | SANDISK CORP | $110.73万 | 0.04% | 487 | -160 | -24.7% | -$36.38万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $110.76万 | 0.04% | 1,734 | 421 | 32.1% | $26.89万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $111.02万 | 0.04% | 2,179 | -40 | -1.8% | -$2.04万 | 减仓 |
| SHY | ISHARES TR | $111.32万 | 0.04% | 13,558 | 2,268 | 20.1% | $18.62万 | 加仓 |
| — | TRUBRIDGE INC | $111.89万 | 0.04% | 42,691 | -3,400 | -7.4% | -$8.91万 | 减仓 |
| EG | EVEREST GROUP LTD | $113.53万 | 0.04% | 3,178 | -550 | -14.8% | -$19.65万 | 减仓 |
| MS | MORGAN STANLEY | $114.90万 | 0.04% | 5,496 | 1,033 | 23.1% | $21.60万 | 加仓 |
| — | ISHARES TR | $115.82万 | 0.04% | 19,988 | 130 | 0.7% | $7,533 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $118.45万 | 0.04% | 15,815 | 74 | 0.5% | $5,542 | 加仓 |
| EOG | EOG RES INC | $119.19万 | 0.04% | 9,187 | -250 | -2.6% | -$3.24万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $119.74万 | 0.04% | 2,352 | -770 | -24.7% | -$39.20万 | 减仓 |
| IVW | ISHARES TR | $120.83万 | 0.04% | 8,786 | 2 | 0.0% | $275 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $122.01万 | 0.04% | 3,068 | -124 | -3.9% | -$4.93万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $122.56万 | 0.04% | 5,159 | 1 | 0.0% | $238 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $123.97万 | 0.04% | 25,598 | -3,378 | -11.7% | -$16.36万 | 减仓 |
| PGR | PROGRESSIVE CORP | $124.02万 | 0.04% | 5,677 | 155 | 2.8% | $3.39万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $124.16万 | 0.04% | 42,187 | 1 | 0.0% | $29 | 加仓 |
| SBUX | STARBUCKS CORP | $124.33万 | 0.04% | 12,167 | -449 | -3.6% | -$4.59万 | 减仓 |
| PFE | PFIZER INC | $124.46万 | 0.04% | 51,687 | -2,439 | -4.5% | -$5.87万 | 减仓 |
| T | AT&T INC | $124.49万 | 0.04% | 60,139 | -5,275 | -8.1% | -$10.92万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $125.12万 | 0.04% | 8,818 | -1 | -0.0% | -$142 | 减仓 |
| SNPS | SYNOPSYS INC | $125.30万 | 0.04% | 2,809 | -486 | -14.7% | -$21.68万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $125.93万 | 0.04% | 21,098 | -1,255 | -5.6% | -$7.49万 | 减仓 |
| EPP | ISHARES INC | $129.11万 | 0.04% | 24,242 | 3,417 | 16.4% | $18.20万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $130.37万 | 0.04% | 14,853 | -6,919 | -31.8% | -$60.73万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $130.89万 | 0.04% | 32,206 | -2,272 | -6.6% | -$9.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $131.19万 | 0.04% | 18,233 | -1,429 | -7.3% | -$10.28万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $131.65万 | 0.04% | 9,103 | 105 | 1.2% | $1.52万 | 加仓 |
| KLAC | KLA CORP | $132.12万 | 0.04% | 4,379 | 419 | 10.6% | $12.64万 | 加仓 |
| BKFI | BNY MELLON ETF TRUST II | $134.79万 | 0.04% | 56,338 | -25,608 | -31.2% | -$61.27万 | 减仓 |
| XJH | ISHARES TR | $134.87万 | 0.04% | 25,861 | -29 | -0.1% | -$1,512 | 减仓 |
| EWC | ISHARES INC | $135.79万 | 0.04% | 23,558 | 5,636 | 31.4% | $32.49万 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $136.67万 | 0.04% | 50,881 | 24,636 | 93.9% | $66.17万 | 加仓 |
| BLK | BLACKROCK INC | $136.79万 | 0.04% | 1,422 | -41 | -2.8% | -$3.94万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $138.81万 | 0.05% | 33,648 | -2,972 | -8.1% | -$12.26万 | 减仓 |
| EWU | ISHARES TR | $140.34万 | 0.05% | 30,417 | 6,026 | 24.7% | $27.80万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $143.02万 | 0.05% | 8,419 | 645 | 8.3% | $10.96万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $146.58万 | 0.05% | 34,619 | -328 | -0.9% | -$1.39万 | 减仓 |
| JNK | SPDR SERIES TRUST | $147.10万 | 0.05% | 15,264 | 233 | 1.6% | $2.25万 | 加仓 |
| DIS | DISNEY WALT CO | $147.21万 | 0.05% | 15,295 | -2,876 | -15.8% | -$27.68万 | 减仓 |
| CTAS | CINTAS CORP | $148.25万 | 0.05% | 8,716 | -5,105 | -36.9% | -$86.83万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $148.41万 | 0.05% | 5,107 | -38 | -0.7% | -$1.10万 | 减仓 |
| IDEV | ISHARES TR | $150.65万 | 0.05% | 16,925 | -698 | -4.0% | -$6.21万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $151.81万 | 0.05% | 5,646 | -135 | -2.3% | -$3.63万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $151.83万 | 0.05% | 4,488 | -60 | -1.3% | -$2.03万 | 减仓 |
| LOW | LOWES COS INC | $152.00万 | 0.05% | 6,894 | -88 | -1.3% | -$1.94万 | 减仓 |
| SHM | SPDR SERIES TRUST | $152.33万 | 0.05% | 31,759 | -95 | -0.3% | -$4,557 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $153.16万 | 0.05% | 5,224 | 60 | 1.2% | $1.76万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $154.38万 | 0.05% | 40,561 | -28 | -0.1% | -$1,066 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $154.69万 | 0.05% | 19,574 | -1,861 | -8.7% | -$14.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $154.71万 | 0.05% | 3,239 | -46 | -1.4% | -$2.20万 | 减仓 |
| IWS | ISHARES TR | $155.62万 | 0.05% | 9,455 | -84 | -0.9% | -$1.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $156.76万 | 0.05% | 7,814 | -817 | -9.5% | -$16.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $157.92万 | 0.05% | 7,423 | 3 | 0.0% | $638 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $160.63万 | 0.05% | 3,204 | -75 | -2.3% | -$3.76万 | 减仓 |
| LIN | LINDE PLC | $161.14万 | 0.05% | 3,105 | -616 | -16.6% | -$31.97万 | 减仓 |
| NFLX | NETFLIX INC. | $163.32万 | 0.05% | 22,874 | -4,051 | -15.0% | -$28.92万 | 减仓 |
| EFA | ISHARES TR | $164.55万 | 0.05% | 15,840 | -22 | -0.1% | -$2,285 | 减仓 |
| AMGN | AMGEN INC | $165.88万 | 0.05% | 4,580 | -230 | -4.8% | -$8.33万 | 减仓 |
| MOAT | VANECK ETF TRUST | $166.32万 | 0.05% | 15,999 | -445 | -2.7% | -$4.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $168.20万 | 0.06% | 20,876 | -4,344 | -17.2% | -$35.00万 | 减仓 |
| NUSC | NUSHARES ETF TR | $170.30万 | 0.06% | 32,674 | -7,974 | -19.6% | -$41.56万 | 减仓 |
| DE | DEERE & CO | $170.37万 | 0.06% | 2,686 | -26 | -1.0% | -$1.65万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $173.40万 | 0.06% | 51,242 | -461 | -0.9% | -$1.56万 | 减仓 |
| EFAV | ISHARES TR | $174.36万 | 0.06% | 19,880 | 65 | 0.3% | $5,701 | 加仓 |
| SCZ | ISHARES TR | $174.74万 | 0.06% | 21,240 | 41 | 0.2% | $3,373 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $177.49万 | 0.06% | 5,642 | -22 | -0.4% | -$6,921 | 减仓 |
| ETN | EATON CORP PLC | $178.70万 | 0.06% | 4,193 | -101 | -2.4% | -$4.30万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $179.41万 | 0.06% | 9,080 | -110 | -1.2% | -$2.17万 | 减仓 |
| CMI | CUMMINS INC | $179.96万 | 0.06% | 2,523 | 50 | 2.0% | $3.57万 | 加仓 |
| RTX | RTX CORPORATION | $180.84万 | 0.06% | 9,532 | -2,086 | -18.0% | -$39.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $183.79万 | 0.06% | 1,817 | 163 | 9.9% | $16.49万 | 加仓 |
| MPC | MARATHON PETE CORP | $184.55万 | 0.06% | 7,218 | -27 | -0.4% | -$6,903 | 减仓 |
| C | CITIGROUP INC | $185.81万 | 0.06% | 13,276 | 846 | 6.8% | $11.84万 | 加仓 |
| IWY | ISHARES TR | $186.98万 | 0.06% | 6,434 | -36 | -0.6% | -$1.05万 | 减仓 |
| FAST | FASTENAL CO | $187.37万 | 0.06% | 39,010 | 176 | 0.5% | $8,453 | 加仓 |
| TMUS | T-MOBILE US INC | $190.44万 | 0.06% | 11,354 | -680 | -5.7% | -$11.41万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $191.71万 | 0.06% | 21,127 | -2,641 | -11.1% | -$23.96万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $196.19万 | 0.06% | 21,263 | -3,065 | -12.6% | -$28.28万 | 减仓 |
| PEP | PEPSICO INC | $196.48万 | 0.06% | 14,511 | -236 | -1.6% | -$3.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $197.62万 | 0.06% | 47,358 | -2,521 | -5.1% | -$10.52万 | 减仓 |
| ADI | ANALOG DEVICES INC | $200.32万 | 0.07% | 5,044 | -95 | -1.8% | -$3.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $201.05万 | 0.07% | 76,855 | -5,210 | -6.3% | -$13.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $202.08万 | 0.07% | 4,664 | 168 | 3.7% | $7.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $205.54万 | 0.07% | 52,988 | -3,094 | -5.5% | -$12.00万 | 减仓 |
| D | DOMINION ENERGY INC | $207.77万 | 0.07% | 30,425 | -1,341 | -4.2% | -$9.16万 | 减仓 |
| KO | COCA COLA CO | $219.23万 | 0.07% | 26,974 | 54 | 0.2% | $4,389 | 加仓 |
| FLOT | ISHARES TR | $224.53万 | 0.07% | 43,983 | 9,610 | 28.0% | $49.06万 | 加仓 |
| VLUE | ISHARES TR | $228.66万 | 0.07% | 11,444 | 26 | 0.2% | $5,195 | 加仓 |
| CAT | CATERPILLAR INC | $233.89万 | 0.08% | 2,196 | 73 | 3.4% | $7.77万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $235.32万 | 0.08% | 2,439 | 274 | 12.7% | $26.44万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $235.51万 | 0.08% | 26,403 | 7,581 | 40.3% | $67.62万 | 加仓 |
| EVUS | ISHARES TR | $237.88万 | 0.08% | 67,752 | 293 | 0.4% | $1.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $240.62万 | 0.08% | 10,169 | 1,612 | 18.8% | $38.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $240.74万 | 0.08% | 75,919 | 47,166 | 164.0% | $149.56万 | 加仓 |
| — | ISHARES TR | $241.02万 | 0.08% | 41,256 | 48 | 0.1% | $2,804 | 加仓 |
| ORCL | ORACLE CORP | $242.29万 | 0.08% | 16,533 | 2,105 | 14.6% | $30.85万 | 加仓 |
| MINT | PIMCO ETF TR | $244.64万 | 0.08% | 24,267 | 3,196 | 15.2% | $32.22万 | 加仓 |