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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $1,052.56万 | 0.34% | 127,351 | 73,821 | 137.9% | $610.13万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $1,066.66万 | 0.35% | 233,712 | -10,066 | -4.1% | -$45.94万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,086.42万 | 0.36% | 482,639 | -19,266 | -3.8% | -$43.37万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,095.50万 | 0.36% | 15,951 | -129 | -0.8% | -$8.86万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $1,114.32万 | 0.37% | 177,552 | 2,083 | 1.2% | $13.07万 | 加仓 |
| CSCO | CISCO SYS INC | $1,130.35万 | 0.37% | 96,233 | 221 | 0.2% | $2.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,197.50万 | 0.39% | 269,949 | -11,821 | -4.2% | -$52.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,243.81万 | 0.41% | 37,999 | -402 | -1.0% | -$13.16万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,323.52万 | 0.43% | 100,084 | 1,129 | 1.1% | $14.93万 | 加仓 |
| LLY | ELI LILLY & CO | $1,325.03万 | 0.43% | 11,047 | -324 | -2.8% | -$38.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,350.18万 | 0.44% | 92,074 | -16 | -0.0% | -$2,346 | 减仓 |
| AMZN | AMAZON COM INC | $1,573.65万 | 0.52% | 66,025 | -40 | -0.1% | -$9,534 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,596.83万 | 0.52% | 236,358 | 214,214 | 967.4% | $1,447.23万 | 加仓 |
| IJH | ISHARES TR | $1,633.05万 | 0.54% | 211,782 | 11,467 | 5.7% | $88.42万 | 加仓 |
| TILT | FLEXSHARES TR | $1,714.93万 | 0.56% | 62,120 | -1,069 | -1.7% | -$29.51万 | 减仓 |
| IEFA | ISHARES TR | $1,751.19万 | 0.57% | 181,320 | -2,783 | -1.5% | -$26.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,919.34万 | 0.63% | 51,869 | -960 | -1.8% | -$35.52万 | 减仓 |
| GOOGL | ALPHABET INC | $1,937.71万 | 0.64% | 54,222 | -526 | -1.0% | -$18.80万 | 减仓 |
| IEMG | ISHARES INC | $1,999.66万 | 0.66% | 241,387 | 118,996 | 97.2% | $985.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,249.67万 | 0.74% | 60,310 | -2,666 | -4.2% | -$99.45万 | 减仓 |
| EMB | ISHARES TR | $2,469.71万 | 0.81% | 256,088 | -15,675 | -5.8% | -$151.17万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,575.17万 | 0.84% | 511,049 | 443,336 | 654.7% | $2,233.97万 | 加仓 |
| MUB | ISHARES TR | $2,699.15万 | 0.88% | 250,803 | -13,291 | -5.0% | -$143.04万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $2,835.30万 | 0.93% | 1,209,597 | -110,205 | -8.4% | -$258.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,907.59万 | 0.95% | 145,314 | -3,865 | -2.6% | -$77.33万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4,414.38万 | 1.45% | 601,332 | 478,184 | 388.3% | $3,510.35万 | 加仓 |
| AAPL | APPLE INC | $5,114.66万 | 1.68% | 176,758 | -2,148 | -1.2% | -$62.15万 | 减仓 |
| IVV | ISHARES TR | $7,006.95万 | 2.30% | 93,564 | 49,692 | 113.3% | $3,721.40万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $8,195.23万 | 2.69% | 1,703,083 | -78,006 | -4.4% | -$375.36万 | 减仓 |
| REET | ISHARES TR | $8,954.31万 | 2.93% | 3,241,966 | -132,148 | -3.9% | -$364.99万 | 减仓 |
| IAGG | ISHARES TR | $1.02亿 | 3.35% | 2,023,152 | -177,839 | -8.1% | -$899.87万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.15亿 | 3.77% | 3,169,433 | -196,375 | -5.8% | -$712.06万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1.57亿 | 5.15% | 638,507 | -30,503 | -4.6% | -$751.01万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.73亿 | 5.68% | 6,255,699 | -357,677 | -5.4% | -$990.77万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.47亿 | 8.09% | 1,931,426 | -131,644 | -6.4% | -$1,682.54万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.94亿 | 9.63% | 2,764,707 | -205,054 | -6.9% | -$2,179.93万 | 减仓 |
| AGG | ISHARES TR | $3.50亿 | 11.46% | 3,533,005 | -177,449 | -4.8% | -$1,756.39万 | 减仓 |