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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $246.90万 | 0.08% | 4,807 | -310 | -6.1% | -$15.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $249.97万 | 0.08% | 8,889 | -508 | -5.4% | -$14.29万 | 减仓 |
| EWJ | ISHARES INC | $252.22万 | 0.08% | 27,042 | 6,771 | 33.4% | $63.15万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $253.85万 | 0.08% | 56,727 | -1,037 | -1.8% | -$4.64万 | 减仓 |
| TJX | TJX COS INC NEW | $256.21万 | 0.08% | 16,912 | -94 | -0.6% | -$1.42万 | 减仓 |
| PWR | QUANTA SVCS INC | $259.00万 | 0.08% | 3,597 | -104 | -2.8% | -$7.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $270.33万 | 0.09% | 3,739 | -265 | -6.6% | -$19.16万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $271.33万 | 0.09% | 18,546 | -1,746 | -8.6% | -$25.54万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $274.33万 | 0.09% | 8,044 | 36 | 0.4% | $1.23万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $278.60万 | 0.09% | 58,346 | -3,901 | -6.3% | -$18.63万 | 减仓 |
| IWM | ISHARES TR | $281.03万 | 0.09% | 9,354 | 135 | 1.5% | $4.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $291.30万 | 0.10% | 5,931 | -2,146 | -26.6% | -$105.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $293.62万 | 0.10% | 17,713 | -706 | -3.8% | -$11.70万 | 减仓 |
| ESGD | ISHARES TR | $300.25万 | 0.10% | 29,204 | -6,410 | -18.0% | -$65.90万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $303.84万 | 0.10% | 9,919 | -324 | -3.2% | -$9.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $306.98万 | 0.10% | 60,691 | -705 | -1.1% | -$3.57万 | 减仓 |
| IXUS | ISHARES TR | $308.16万 | 0.10% | 32,288 | 100 | 0.3% | $9,544 | 加仓 |
| MUNI | PIMCO ETF TR | $309.60万 | 0.10% | 58,859 | 481 | 0.8% | $2.53万 | 加仓 |
| MRK | MERCK & CO INC | $324.46万 | 0.11% | 25,250 | 1,929 | 8.3% | $24.79万 | 加仓 |
| PULS | PGIM ETF TR | $332.67万 | 0.11% | 67,137 | 11,158 | 19.9% | $55.29万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $336.72万 | 0.11% | 21,307 | -2,150 | -9.2% | -$33.98万 | 减仓 |
| GLW | CORNING INC | $347.85万 | 0.11% | 13,618 | -1,770 | -11.5% | -$45.21万 | 减仓 |
| HYG | ISHARES TR | $348.29万 | 0.11% | 43,552 | -467 | -1.1% | -$3.73万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $354.18万 | 0.12% | 16,252 | -361 | -2.2% | -$7.87万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $357.41万 | 0.12% | 10,784 | -3 | -0.0% | -$994 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $360.22万 | 0.12% | 124,386 | 3,059 | 2.5% | $8.86万 | 加仓 |
| GEV | GE VERNOVA INC | $360.71万 | 0.12% | 3,070 | 65 | 2.2% | $7.64万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $361.55万 | 0.12% | 97,034 | -5,298 | -5.2% | -$19.74万 | 减仓 |
| BAC | BANK OF AMER CORP | $366.43万 | 0.12% | 64,309 | -3,752 | -5.5% | -$21.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $383.39万 | 0.13% | 9,224 | -465 | -4.8% | -$19.33万 | 减仓 |
| SUSA | ISHARES TR | $389.21万 | 0.13% | 25,224 | -4,064 | -13.9% | -$62.71万 | 减仓 |
| MTUM | ISHARES TR | $390.03万 | 0.13% | 11,377 | -84 | -0.7% | -$2.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $390.48万 | 0.13% | 54,804 | -1,480 | -2.6% | -$10.54万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $392.96万 | 0.13% | 30,681 | -28 | -0.1% | -$3,586 | 减仓 |
| GE | GE AEROSPACE | $395.85万 | 0.13% | 10,591 | 44 | 0.4% | $1.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $407.93万 | 0.13% | 113,323 | -4,995 | -4.2% | -$17.98万 | 减仓 |
| ABBV | ABBVIE INC | $409.93万 | 0.13% | 16,291 | -2,752 | -14.5% | -$69.25万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $410.07万 | 0.13% | 89,731 | 864 | 1.0% | $3.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $410.30万 | 0.13% | 120,129 | -5,690 | -4.5% | -$19.43万 | 减仓 |
| MCD | MCDONALDS CORP | $418.42万 | 0.14% | 15,479 | -892 | -5.4% | -$24.11万 | 减仓 |
| EZU | ISHARES INC | $423.22万 | 0.14% | 60,895 | 15,746 | 34.9% | $109.43万 | 加仓 |
| INTC | INTEL CORP | $429.05万 | 0.14% | 30,728 | 2,205 | 7.7% | $30.79万 | 加仓 |
| IGIB | ISHARES TR | $432.83万 | 0.14% | 81,404 | -1,391 | -1.7% | -$7.40万 | 减仓 |
| SHYG | ISHARES TR | $440.70万 | 0.14% | 103,914 | 1,206 | 1.2% | $5.11万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $442.82万 | 0.15% | 51,407 | -1,087 | -2.1% | -$9.36万 | 减仓 |
| EAGG | ISHARES TR | $443.84万 | 0.15% | 93,618 | -1,172 | -1.2% | -$5.56万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $447.50万 | 0.15% | 24,736 | -240 | -1.0% | -$4.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $450.82万 | 0.15% | 4,819 | 255 | 5.6% | $23.86万 | 加仓 |
| DSI | ISHARES TR | $462.58万 | 0.15% | 32,487 | -6,635 | -17.0% | -$94.48万 | 减仓 |
| GOOG | ALPHABET INC | $468.88万 | 0.15% | 13,271 | -448 | -3.3% | -$15.83万 | 减仓 |
| WMT | WALMART INC | $469.14万 | 0.15% | 41,421 | -965 | -2.3% | -$10.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $469.29万 | 0.15% | 6,373 | 5 | 0.1% | $3,682 | 加仓 |
| ARDT | ARDENT HEALTH INC | $472.76万 | 0.15% | 480,447 | -160,149 | -25.0% | -$157.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $501.93万 | 0.16% | 19,763 | -1,378 | -6.5% | -$35.00万 | 减仓 |
| EMXC | ISHARES INC | $503.03万 | 0.16% | 49,172 | -105 | -0.2% | -$1.07万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $503.59万 | 0.17% | 4,362 | -364 | -7.7% | -$42.02万 | 减仓 |
| TXN | TEXAS INSTRS INC | $504.77万 | 0.17% | 16,934 | 234 | 1.4% | $6.98万 | 加仓 |
| V | VISA INC | $507.03万 | 0.17% | 14,778 | -875 | -5.6% | -$30.02万 | 减仓 |
| SRE | SEMPRA | $546.14万 | 0.18% | 58,909 | -1,795 | -3.0% | -$16.64万 | 减仓 |
| QUAL | ISHARES TR | $547.07万 | 0.18% | 24,931 | -69 | -0.3% | -$1.51万 | 减仓 |
| — | EXXON MOBIL CORP | $550.46万 | 0.18% | 40,261 | -2,382 | -5.6% | -$32.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $568.96万 | 0.19% | 9,794 | 1,186 | 13.8% | $68.90万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $579.69万 | 0.19% | 56,253 | 51,098 | 991.2% | $526.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $583.39万 | 0.19% | 19,246 | -723 | -3.6% | -$21.92万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $592.56万 | 0.19% | 207,007 | -9,863 | -4.5% | -$28.23万 | 减仓 |
| ADSK | AUTODESK INC | $595.57万 | 0.20% | 30,633 | -85 | -0.3% | -$1.65万 | 减仓 |
| IJR | ISHARES TR | $606.64万 | 0.20% | 40,903 | -113 | -0.3% | -$1.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $607.76万 | 0.20% | 73,811 | 63,763 | 634.6% | $525.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $607.98万 | 0.20% | 214,228 | -10,350 | -4.6% | -$29.37万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $611.78万 | 0.20% | 163,752 | -8,135 | -4.7% | -$30.39万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $621.63万 | 0.20% | 246,579 | -3,448 | -1.4% | -$8.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $623.84万 | 0.20% | 12,467 | -160 | -1.3% | -$8.01万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $628.66万 | 0.21% | 209,484 | 197,869 | 1,703.6% | $593.81万 | 加仓 |
| TLTD | FLEXSHARES TR | $628.74万 | 0.21% | 64,108 | -92 | -0.1% | -$9,023 | 减仓 |
| VXUS | VANGUARD STAR FDS | $642.79万 | 0.21% | 75,189 | -893 | -1.2% | -$7.63万 | 减仓 |
| IWR | ISHARES TR | $646.58万 | 0.21% | 58,609 | 3,015 | 5.4% | $33.26万 | 加仓 |
| TSLA | TESLA INC | $655.37万 | 0.21% | 15,581 | -251 | -1.6% | -$10.56万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $656.63万 | 0.22% | 111,330 | 97,694 | 716.4% | $576.20万 | 加仓 |
| IWL | ISHARES TR | $660.13万 | 0.22% | 35,692 | -322 | -0.9% | -$5.96万 | 减仓 |
| HD | HOME DEPOT INC | $660.44万 | 0.22% | 18,726 | -350 | -1.8% | -$12.34万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $670.45万 | 0.22% | 158,837 | -15,287 | -8.8% | -$64.53万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $682.30万 | 0.22% | 154,963 | 140,878 | 1,000.2% | $620.28万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $689.10万 | 0.23% | 24,761 | -3,062 | -11.0% | -$85.22万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $690.29万 | 0.23% | 261,058 | 3,396 | 1.3% | $8.98万 | 加仓 |
| USMV | ISHARES TR | $691.37万 | 0.23% | 71,674 | -879 | -1.2% | -$8.48万 | 减仓 |
| BKMS | BNY MELLON ETF TRUST II | $693.67万 | 0.23% | 271,600 | -4,870 | -1.8% | -$12.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $744.30万 | 0.24% | 9,967 | -56 | -0.6% | -$4.18万 | 减仓 |
| SUB | ISHARES TR | $754.69万 | 0.25% | 70,883 | -442 | -0.6% | -$4.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $790.72万 | 0.26% | 259,720 | -11,051 | -4.1% | -$33.64万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $802.14万 | 0.26% | 216,854 | -9,544 | -4.2% | -$35.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $802.36万 | 0.26% | 231,896 | -10,234 | -4.2% | -$35.41万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $841.24万 | 0.28% | 67,429 | 59,680 | 770.2% | $744.57万 | 加仓 |
| META | META PLATFORMS INC | $865.10万 | 0.28% | 15,359 | -2,259 | -12.8% | -$127.24万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $865.19万 | 0.28% | 98,451 | 83,036 | 538.7% | $729.72万 | 加仓 |
| VV | VANGUARD INDEX FDS | $865.95万 | 0.28% | 25,180 | -259 | -1.0% | -$8.91万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $968.69万 | 0.32% | 124,335 | 88,103 | 243.2% | $686.41万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,012.95万 | 0.33% | 123,020 | 1,698 | 1.4% | $13.98万 | 加仓 |
| AVGO | BROADCOM INC | $1,018.11万 | 0.33% | 26,952 | -704 | -2.5% | -$26.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,020.55万 | 0.33% | 510,851 | -21,992 | -4.1% | -$43.93万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $1,030.81万 | 0.34% | 223,846 | -9,925 | -4.2% | -$45.70万 | 减仓 |