13F 机构持仓

SageView Advisory Group, LLC

Newport Beach CA · SEC CIK 0001914558

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$30.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 13.5%
VONV 10.2%
VONG 8.3%
SCHF 6.0%
VXF 5.0%
SCHE 4.1%
IAGG 4.0%
REET 3.1%
SCHC 3.0%
AAPL 1.7%

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
ISCF ISHARES TR $00.00%0 -746-100.0% -$3.09万 清仓
AIS TIDAL TRUST III $00.00%0 -818-100.0% -$3.09万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -588-100.0% -$3.08万 清仓
PFM INVESCO EXCHANGE TRADED FD T $00.00%0 -598-100.0% -$3.08万 清仓
OC OWENS CORNING NEW $00.00%0 -273-100.0% -$3.06万 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -802-100.0% -$3.05万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -382-100.0% -$3.04万 清仓
VTC VANGUARD SCOTTSDALE FDS $00.00%0 -392-100.0% -$3.04万 清仓
FBRT FRANKLIN BSP RLTY TR INC $00.00%0 -3,026-100.0% -$3.04万 清仓
BFAM BRIGHT HORIZONS FAM SOL IN D $00.00%0 -299-100.0% -$3.03万 清仓
AYI ACUITY INC $00.00%0 -84-100.0% -$3.03万 清仓
— FRANKLIN TEMPLETON ETF TR $00.00%0 -1,266-100.0% -$3.01万 清仓
MDYV SPDR SERIES TRUST $00.00%0 -355-100.0% -$3.01万 清仓
AMG AFFILIATED MANAGERS GROUP IN $00.00%0 -104-100.0% -$3.00万 清仓
MKC MCCORMICK & CO INC $00.00%0 -440-100.0% -$3.00万 清仓
PDP INVESCO EXCHANGE TRADED FD T $00.00%0 -257-100.0% -$2.99万 清仓
ASA ASA GOLD AND PRECIOUS MTLS L $00.00%0 -501-100.0% -$2.99万 清仓
RUN SUNRUN INC $00.00%0 -1,624-100.0% -$2.99万 清仓
GSSC GOLDMAN SACHS ETF TR $00.00%0 -394-100.0% -$2.98万 清仓
AMLP ALPS ETF TR $00.00%0 -633-100.0% -$2.98万 清仓
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -669-100.0% -$2.98万 清仓
PHYS SPROTT ASSET MANAGEMENT LP $00.00%0 -900-100.0% -$2.97万 清仓
— PROSHARES TR $00.00%0 -500-100.0% -$2.96万 清仓
BN BROOKFIELD CORP $00.00%0 -645-100.0% -$2.96万 清仓
NXT NEXTPOWER INC $00.00%0 -338-100.0% -$2.94万 清仓
SPEM SPDR INDEX SHS FDS $00.00%0 -628-100.0% -$2.94万 清仓
IVES WEDBUSH SER TR $00.00%0 -926-100.0% -$2.93万 清仓
RAAX VANECK ETF TRUST $00.00%0 -837-100.0% -$2.92万 清仓
— TOTAL RETURN SECURITIES FUND $00.00%0 -4,700-100.0% -$2.92万 清仓
TXRH TEXAS ROADHOUSE INC $00.00%0 -176-100.0% -$2.92万 清仓
OLLI OLLIES BARGAIN OUTLET HLDGS $00.00%0 -265-100.0% -$2.90万 清仓
TER TERADYNE INC $00.00%0 -150-100.0% -$2.90万 清仓
ARCC ARES CAPITAL CORP $00.00%0 -1,433-100.0% -$2.90万 清仓
JD JD.COM INC $00.00%0 -1,009-100.0% -$2.90万 清仓
CELH CELSIUS HLDGS INC $00.00%0 -627-100.0% -$2.87万 清仓
MP MP MATERIALS CORP $00.00%0 -561-100.0% -$2.83万 清仓
VNQI VANGUARD INTL EQUITY INDEX F $00.00%0 -618-100.0% -$2.83万 清仓
IGEB ISHARES TR $00.00%0 -620-100.0% -$2.83万 清仓
Z ZILLOW GROUP INC $00.00%0 -414-100.0% -$2.82万 清仓
EXPO EXPONENT INC $00.00%0 -405-100.0% -$2.81万 清仓
ZION ZIONS BANCORPORATION N A $00.00%0 -478-100.0% -$2.80万 清仓
KALU KAISER ALUMINUM CORP $00.00%0 -243-100.0% -$2.79万 清仓
VOX VANGUARD WORLD FD $00.00%0 -144-100.0% -$2.79万 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 -323-100.0% -$2.79万 清仓
ENSG ENSIGN GROUP INC $00.00%0 -160-100.0% -$2.79万 清仓
JAJL INNOVATOR ETFS TRUST $00.00%0 -950-100.0% -$2.76万 清仓
CRWV COREWEAVE INC $00.00%0 -385-100.0% -$2.76万 清仓
SPYI NEOS ETF TRUST $00.00%0 -525-100.0% -$2.76万 清仓
RRC RANGE RES CORP $00.00%0 -782-100.0% -$2.75万 清仓
VRSN VERISIGN INC $00.00%0 -113-100.0% -$2.75万 清仓
PRVA PRIVIA HEALTH GROUP INC $00.00%0 -1,154-100.0% -$2.74万 清仓
CHTR CHARTER COMMUNICATIONS INC N $00.00%0 -131-100.0% -$2.73万 清仓
G GENPACT LIMITED $00.00%0 -582-100.0% -$2.72万 清仓
PSN PARSONS CORP DEL $00.00%0 -440-100.0% -$2.72万 清仓
AZTA AZENTA INC $00.00%0 -817-100.0% -$2.72万 清仓
RTO RENTOKIL INITIAL PLC $00.00%0 -919-100.0% -$2.71万 清仓
IEX IDEX CORP $00.00%0 -152-100.0% -$2.71万 清仓
XYZ BLOCK INC $00.00%0 -415-100.0% -$2.70万 清仓
MSCI MSCI INC $00.00%0 -47-100.0% -$2.70万 清仓
— EA SERIES TRUST $00.00%0 -804-100.0% -$2.70万 清仓
FRT FEDERAL RLTY INVT TR NEW $00.00%0 -267-100.0% -$2.69万 清仓
AR ANTERO RESOURCES CORP $00.00%0 -781-100.0% -$2.69万 清仓
AFG AMERICAN FINL GROUP INC OHIO $00.00%0 -196-100.0% -$2.68万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -307-100.0% -$2.68万 清仓
ESE ESCO TECHNOLOGIES INC $00.00%0 -136-100.0% -$2.66万 清仓
MRP MILLROSE PPTYS INC $00.00%0 -889-100.0% -$2.66万 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -1,967-100.0% -$2.64万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -191-100.0% -$2.64万 清仓
DIOD DIODES INC $00.00%0 -534-100.0% -$2.63万 清仓
LIT GLOBAL X FDS $00.00%0 -406-100.0% -$2.63万 清仓
WU WESTERN UN CO $00.00%0 -2,827-100.0% -$2.63万 清仓
— PROSHARES TR $00.00%0 -591-100.0% -$2.63万 清仓
WSO WATSCO INC $00.00%0 -78-100.0% -$2.63万 清仓
XONE BONDBLOXX ETF TRUST $00.00%0 -528-100.0% -$2.62万 清仓
AAP ADVANCE AUTO PARTS INC $00.00%0 -665-100.0% -$2.61万 清仓
EPRT ESSENTIAL PPTYS RLTY TR INC $00.00%0 -881-100.0% -$2.61万 清仓
AOA ISHARES TR $00.00%0 -291-100.0% -$2.61万 清仓
MUFG MITSUBISHI UFJ FINL GROUP IN $00.00%0 -1,637-100.0% -$2.60万 清仓
BHP BHP GROUP LTD $00.00%0 -429-100.0% -$2.59万 清仓
NTNX NUTANIX INC $00.00%0 -501-100.0% -$2.59万 清仓
VEEV VEEVA SYS INC $00.00%0 -115-100.0% -$2.57万 清仓
SHE SPDR SERIES TRUST $00.00%0 -194-100.0% -$2.56万 清仓
MDB MONGODB INC $00.00%0 -61-100.0% -$2.56万 清仓
EMN EASTMAN CHEM CO $00.00%0 -399-100.0% -$2.55万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -122-100.0% -$2.54万 清仓
SMFG SUMITOMO MITSUI FINL GROUP I $00.00%0 -1,302-100.0% -$2.52万 清仓
RELX RELX PLC $00.00%0 -622-100.0% -$2.51万 清仓
CROX CROCS INC $00.00%0 -293-100.0% -$2.51万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -156-100.0% -$2.49万 清仓
HQY HEALTHEQUITY INC $00.00%0 -271-100.0% -$2.48万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -111-100.0% -$2.48万 清仓
BEP BROOKFIELD RENEWABLE PARTNER $00.00%0 -918-100.0% -$2.48万 清仓
ITGR INTEGER HLDGS CORP $00.00%0 -315-100.0% -$2.47万 清仓
ING ING GROEP N.V. $00.00%0 -875-100.0% -$2.45万 清仓
UBS UBS GROUP AG $00.00%0 -522-100.0% -$2.42万 清仓
BMO BANK MONTREAL QUE $00.00%0 -186-100.0% -$2.42万 清仓
LAZ LAZARD INC $00.00%0 -497-100.0% -$2.41万 清仓
DNUT KRISPY KREME INC $00.00%0 -6,000-100.0% -$2.41万 清仓
SANM SANMINA CORPORATION $00.00%0 -160-100.0% -$2.40万 清仓
EMO CLEARBRIDGE ENERGY MIDSTRM O $00.00%0 -537-100.0% -$2.40万 清仓