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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -913 | -100.0% | -$3.96万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -870 | -100.0% | -$3.96万 | 清仓 |
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.96万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -828 | -100.0% | -$3.95万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -822 | -100.0% | -$3.95万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.94万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -503 | -100.0% | -$3.94万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -163 | -100.0% | -$3.93万 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$3.91万 | 清仓 |
| TYG | TORTOISE ENERGY INFRA CORP | $0 | 0.00% | 0 | -951 | -100.0% | -$3.89万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -765 | -100.0% | -$3.87万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -604 | -100.0% | -$3.86万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -62 | -100.0% | -$3.86万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -478 | -100.0% | -$3.84万 | 清仓 |
| GMF | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -276 | -100.0% | -$3.83万 | 清仓 |
| KN | KNOWLES CORP | $0 | 0.00% | 0 | -1,785 | -100.0% | -$3.83万 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -886 | -100.0% | -$3.80万 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -206 | -100.0% | -$3.80万 | 清仓 |
| GBCI | GLACIER BANCORP INC NEW | $0 | 0.00% | 0 | -862 | -100.0% | -$3.80万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -1,030 | -100.0% | -$3.80万 | 清仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $0 | 0.00% | 0 | -2,603 | -100.0% | -$3.78万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -474 | -100.0% | -$3.78万 | 清仓 |
| BUFB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,031 | -100.0% | -$3.78万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -260 | -100.0% | -$3.77万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -2,075 | -100.0% | -$3.74万 | 清仓 |
| LTC | LTC PPTYS INC | $0 | 0.00% | 0 | -1,086 | -100.0% | -$3.74万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -280 | -100.0% | -$3.72万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -887 | -100.0% | -$3.71万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -691 | -100.0% | -$3.69万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -422 | -100.0% | -$3.68万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -217 | -100.0% | -$3.68万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -736 | -100.0% | -$3.66万 | 清仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -1,127 | -100.0% | -$3.66万 | 清仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -728 | -100.0% | -$3.64万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -802 | -100.0% | -$3.64万 | 清仓 |
| XHR | XENIA HOTELS & RESORTS INC | $0 | 0.00% | 0 | -2,568 | -100.0% | -$3.63万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -3,559 | -100.0% | -$3.60万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -1,509 | -100.0% | -$3.59万 | 清仓 |
| BALI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -1,130 | -100.0% | -$3.58万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -324 | -100.0% | -$3.58万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -350 | -100.0% | -$3.56万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -598 | -100.0% | -$3.55万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,229 | -100.0% | -$3.54万 | 清仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -380 | -100.0% | -$3.53万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -1,183 | -100.0% | -$3.53万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -1,257 | -100.0% | -$3.52万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -222 | -100.0% | -$3.50万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | -726 | -100.0% | -$3.50万 | 清仓 |
| LWAY | LIFEWAY FOODS INC | $0 | 0.00% | 0 | -1,440 | -100.0% | -$3.49万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -845 | -100.0% | -$3.48万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -171 | -100.0% | -$3.47万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -1,393 | -100.0% | -$3.47万 | 清仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,400 | -100.0% | -$3.47万 | 清仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -504 | -100.0% | -$3.46万 | 清仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -216 | -100.0% | -$3.45万 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -1,089 | -100.0% | -$3.45万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -1,037 | -100.0% | -$3.45万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -395 | -100.0% | -$3.45万 | 清仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $0 | 0.00% | 0 | -1,551 | -100.0% | -$3.44万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -1,215 | -100.0% | -$3.43万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -762 | -100.0% | -$3.43万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -635 | -100.0% | -$3.43万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -136 | -100.0% | -$3.43万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -268 | -100.0% | -$3.42万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -104 | -100.0% | -$3.42万 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -500 | -100.0% | -$3.40万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -1,458 | -100.0% | -$3.40万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -1,085 | -100.0% | -$3.39万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -625 | -100.0% | -$3.38万 | 清仓 |
| EEMS | ISHARES INC | $0 | 0.00% | 0 | -500 | -100.0% | -$3.37万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -272 | -100.0% | -$3.35万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -24 | -100.0% | -$3.35万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -766 | -100.0% | -$3.34万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -139 | -100.0% | -$3.34万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -140 | -100.0% | -$3.34万 | 清仓 |
| — | UNITED SEC BANCSHARES CALIF | $0 | 0.00% | 0 | -3,317 | -100.0% | -$3.34万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -391 | -100.0% | -$3.34万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -358 | -100.0% | -$3.33万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -450 | -100.0% | -$3.33万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -910 | -100.0% | -$3.33万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $0 | 0.00% | 0 | -1,060 | -100.0% | -$3.31万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -653 | -100.0% | -$3.28万 | 清仓 |
| NAC | NUVEEN CA QUALTY MUN INCOME | $0 | 0.00% | 0 | -2,781 | -100.0% | -$3.28万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -295 | -100.0% | -$3.25万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,231 | -100.0% | -$3.24万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -298 | -100.0% | -$3.23万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -884 | -100.0% | -$3.22万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -400 | -100.0% | -$3.21万 | 清仓 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -1,099 | -100.0% | -$3.19万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -1,875 | -100.0% | -$3.18万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -1,811 | -100.0% | -$3.17万 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,225 | -100.0% | -$3.16万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -1,120 | -100.0% | -$3.14万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -1,616 | -100.0% | -$3.13万 | 清仓 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | -319 | -100.0% | -$3.12万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -322 | -100.0% | -$3.12万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -186 | -100.0% | -$3.11万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -380 | -100.0% | -$3.11万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -252 | -100.0% | -$3.10万 | 清仓 |
| PMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -689 | -100.0% | -$3.10万 | 清仓 |