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
— GLOBAL X FDS $00.00%0 -810-100.0% -$2.40万 清仓
WH WYNDHAM HOTELS & RESORTS INC $00.00%0 -316-100.0% -$2.39万 清仓
LLYVK LIBERTY LIVE HOLDINGS INC $00.00%0 -287-100.0% -$2.39万 清仓
MGTX MEIRAGTX HLDGS PLC $00.00%0 -3,000-100.0% -$2.38万 清仓
FLEX FLEX LTD $00.00%0 —— — 申报中断
NOVT NOVANTA INC $00.00%0 -200-100.0% -$2.38万 清仓
HY HYSTER-YALE INC $00.00%0 -800-100.0% -$2.38万 清仓
OSK OSHKOSH CORP $00.00%0 -189-100.0% -$2.38万 清仓
FOUR SHIFT4 PMTS INC $00.00%0 -376-100.0% -$2.37万 清仓
FSMD FIDELITY COVINGTON TRUST $00.00%0 -536-100.0% -$2.37万 清仓
LNC LINCOLN NATL CORP IND $00.00%0 -530-100.0% -$2.36万 清仓
STE STERIS PLC $00.00%0 -93-100.0% -$2.36万 清仓
JOBY JOBY AVIATION INC $00.00%0 -1,785-100.0% -$2.36万 清仓
MIR MIRION TECHNOLOGIES INC $00.00%0 -1,005-100.0% -$2.35万 清仓
CHRW C H ROBINSON WORLDWIDE INC $00.00%0 -146-100.0% -$2.35万 清仓
CVBF CVB FINL CORP $00.00%0 -1,257-100.0% -$2.34万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -394-100.0% -$2.34万 清仓
CFO VICTORY PORTFOLIOS II $00.00%0 -317-100.0% -$2.34万 清仓
GPK GRAPHIC PACKAGING HLDG CO $00.00%0 -1,546-100.0% -$2.33万 清仓
AEE AMEREN CORP $00.00%0 -233-100.0% -$2.32万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -305-100.0% -$2.32万 清仓
TNL TRAVEL PLUS LEISURE CO $00.00%0 -329-100.0% -$2.32万 清仓
FDS FACTSET RESH SYS INC $00.00%0 -80-100.0% -$2.32万 清仓
CRK COMSTOCK RES INC $00.00%0 -1,000-100.0% -$2.32万 清仓
IONQ IONQ INC $00.00%0 -512-100.0% -$2.30万 清仓
IUSV ISHARES TR $00.00%0 -224-100.0% -$2.30万 清仓
IBN ICICI BANK LIMITED $00.00%0 -758-100.0% -$2.26万 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -93-100.0% -$2.26万 清仓
AAON AAON INC $00.00%0 -296-100.0% -$2.26万 清仓
NTAP NETAPP INC $00.00%0 -210-100.0% -$2.25万 清仓
HOPE HOPE BANCORP INC $00.00%0 -2,044-100.0% -$2.24万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -500-100.0% -$2.24万 清仓
SAN BANCO SANTANDER SA $00.00%0 -1,906-100.0% -$2.24万 清仓
WCN WASTE CONNECTIONS INC $00.00%0 -127-100.0% -$2.23万 清仓
MNA NEW YORK LIFE INVESTMENTS ET $00.00%0 -619-100.0% -$2.22万 清仓
NVT NVENT ELECTRIC PLC $00.00%0 -217-100.0% -$2.21万 清仓
BIO BIO RAD LABS INC $00.00%0 -73-100.0% -$2.21万 清仓
APLE APPLE HOSPITALITY REIT INC $00.00%0 -1,861-100.0% -$2.21万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -675-100.0% -$2.20万 清仓
CPAY CORPAY INC $00.00%0 -73-100.0% -$2.20万 清仓
RBLX ROBLOX CORP $00.00%0 -270-100.0% -$2.19万 清仓
TFX TELEFLEX INCORPORATED $00.00%0 -179-100.0% -$2.19万 清仓
UDR UDR INC $00.00%0 -594-100.0% -$2.18万 清仓
SHG SHINHAN FINANCIAL GROUP CO L $00.00%0 -406-100.0% -$2.18万 清仓
FMX FOMENTO ECONOMICO MEXICANO S $00.00%0 -215-100.0% -$2.17万 清仓
SPTM SPDR SERIES TRUST $00.00%0 -263-100.0% -$2.17万 清仓
KB KB FINL GROUP INC $00.00%0 -251-100.0% -$2.16万 清仓
APOG APOGEE ENTERPRISES INC $00.00%0 -592-100.0% -$2.16万 清仓
NBOS NEUBERGER BERMAN ETF TRUST $00.00%0 -790-100.0% -$2.15万 清仓
SPIB SPDR SERIES TRUST $00.00%0 -635-100.0% -$2.15万 清仓
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 -10-100.0% -$2.15万 清仓
TDY TELEDYNE TECHNOLOGIES INC $00.00%0 -42-100.0% -$2.15万 清仓
SITE SITEONE LANDSCAPE SUPPLY INC $00.00%0 -172-100.0% -$2.14万 清仓
SPXC SPX TECHNOLOGIES INC $00.00%0 -107-100.0% -$2.14万 清仓
ISTB ISHARES TR $00.00%0 -439-100.0% -$2.14万 清仓
MFEM PIMCO EQUITY SER $00.00%0 -924-100.0% -$2.14万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -117-100.0% -$2.14万 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -446-100.0% -$2.12万 清仓
GWW WW GRAINGER INC $00.00%0 -21-100.0% -$2.12万 清仓
PCG PG&E CORP $00.00%0 -1,311-100.0% -$2.11万 清仓
OVV OVINTIV INC $00.00%0 -536-100.0% -$2.10万 清仓
ENS ENERSYS $00.00%0 -143-100.0% -$2.10万 清仓
ETH GRAYSCALE ETHEREUM MINI TR E $00.00%0 -747-100.0% -$2.10万 清仓
AOM ISHARES TR $00.00%0 -439-100.0% -$2.10万 清仓
FDVV FIDELITY COVINGTON TRUST $00.00%0 -368-100.0% -$2.09万 清仓
H HYATT HOTELS CORP $00.00%0 -130-100.0% -$2.09万 清仓
ACM AECOM $00.00%0 -218-100.0% -$2.08万 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -128-100.0% -$2.08万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -159-100.0% -$2.07万 清仓
— KOSS CORP $00.00%0 -5,000-100.0% -$2.07万 清仓
NSIT INSIGHT ENTERPRISES INC $00.00%0 -254-100.0% -$2.07万 清仓
DAR DARLING INGREDIENTS INC $00.00%0 -574-100.0% -$2.07万 清仓
BXP BXP INC $00.00%0 -306-100.0% -$2.06万 清仓
BIL SPDR SERIES TRUST $00.00%0 -225-100.0% -$2.06万 清仓
CMC COMMERCIAL METALS CO $00.00%0 -297-100.0% -$2.06万 清仓
RL RALPH LAUREN CORP $00.00%0 -58-100.0% -$2.05万 清仓
JJSF J & J SNACK FOODS CORP $00.00%0 -226-100.0% -$2.05万 清仓
LEN/B LENNAR CORP $00.00%0 -214-100.0% -$2.04万 清仓
ASO ACADEMY SPORTS & OUTDOORS IN $00.00%0 -408-100.0% -$2.04万 清仓
DCI DONALDSON INC $00.00%0 -229-100.0% -$2.03万 清仓
NWSA NEWS CORP NEW $00.00%0 -777-100.0% -$2.03万 清仓
FULT FULTON FINL CORP PA $00.00%0 -1,043-100.0% -$2.01万 清仓
DSGX DESCARTES SYS GROUP INC $00.00%0 -226-100.0% -$1.98万 清仓
NIO NIO INC $00.00%0 -3,879-100.0% -$1.98万 清仓
OKLO OKLO INC $00.00%0 -275-100.0% -$1.97万 清仓
REG REGENCY CTRS CORP $00.00%0 -286-100.0% -$1.97万 清仓
NDAQ NASDAQ INC $00.00%0 -202-100.0% -$1.96万 清仓
RJF RAYMOND JAMES FINL INC $00.00%0 -122-100.0% -$1.96万 清仓
SHAK SHAKE SHACK INC $00.00%0 -240-100.0% -$1.95万 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -77-100.0% -$1.95万 清仓
UMC UNITED MICROELECTRONICS CORP $00.00%0 -2,471-100.0% -$1.94万 清仓
NNN NNN REIT INC $00.00%0 -489-100.0% -$1.94万 清仓
MFA MFA FINL INC $00.00%0 -2,081-100.0% -$1.94万 清仓
TEM TEMPUS AI INC $00.00%0 -328-100.0% -$1.94万 清仓
— LIBERTY BROADBAND CORP $00.00%0 -400-100.0% -$1.93万 清仓
VRDN VIRIDIAN THERAPEUTICS INC $00.00%0 -618-100.0% -$1.92万 清仓
STRA STRATEGIC ED INC $00.00%0 -240-100.0% -$1.92万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -49-100.0% -$1.92万 清仓
AMKR AMKOR TECHNOLOGY INC $00.00%0 -485-100.0% -$1.91万 清仓
AOK ISHARES TR $00.00%0 -477-100.0% -$1.91万 清仓