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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -256,618 | -100.0% | -$749.92万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -12,248 | -100.0% | -$225.19万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -66,899 | -100.0% | -$177.22万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -48,783 | -100.0% | -$176.98万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -29,022 | -100.0% | -$140.64万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -10,398 | -100.0% | -$118.46万 | 清仓 |
| FMAT | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -20,831 | -100.0% | -$110.63万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -17,301 | -100.0% | -$108.09万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -15,469 | -100.0% | -$78.71万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,884 | -100.0% | -$65.99万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -5,162 | -100.0% | -$46.16万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -9,159 | -100.0% | -$43.10万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -3,709 | -100.0% | -$38.84万 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | -10,595 | -100.0% | -$37.69万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,442 | -100.0% | -$37.33万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -12,874 | -100.0% | -$35.39万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -795 | -100.0% | -$35.35万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$35.26万 | 清仓 |
| KNTK | KINETIK HOLDINGS INC | $0 | 0.00% | 0 | -9,592 | -100.0% | -$34.58万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -453 | -100.0% | -$34.17万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -12,340 | -100.0% | -$31.95万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -94 | -100.0% | -$31.88万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,784 | -100.0% | -$30.85万 | 清仓 |
| UTG | REAVES UTIL INCOME FD | $0 | 0.00% | 0 | -8,272 | -100.0% | -$30.26万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,022 | -100.0% | -$29.64万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,486 | -100.0% | -$28.12万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,333 | -100.0% | -$27.31万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,328 | -100.0% | -$26.21万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,620 | -100.0% | -$26.15万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,802 | -100.0% | -$25.99万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,854 | -100.0% | -$25.21万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,093 | -100.0% | -$24.72万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,940 | -100.0% | -$24.28万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -19,089 | -100.0% | -$23.77万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,625 | -100.0% | -$23.60万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -5,607 | -100.0% | -$23.51万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XGDVX | GABELLI DIVID & INCOME TR | $0 | 0.00% | 0 | -8,139 | -100.0% | -$22.60万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,528 | -100.0% | -$22.48万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -9,530 | -100.0% | -$22.48万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -4,903 | -100.0% | -$22.46万 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -9,095 | -100.0% | -$22.16万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -1,324 | -100.0% | -$22.03万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,354 | -100.0% | -$21.85万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -2,811 | -100.0% | -$21.62万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -266 | -100.0% | -$21.54万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -1,163 | -100.0% | -$21.46万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -8,896 | -100.0% | -$21.04万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,854 | -100.0% | -$21.00万 | 清仓 |
| BJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,700 | -100.0% | -$20.37万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -481 | -100.0% | -$20.30万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,751 | -100.0% | -$20.23万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -8,389 | -100.0% | -$20.16万 | 清仓 |
| RECS | COLUMBIA ETF TR I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -414 | -100.0% | -$19.91万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,273 | -100.0% | -$19.81万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,632 | -100.0% | -$19.80万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -707 | -100.0% | -$19.48万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -10,094 | -100.0% | -$19.47万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -4,032 | -100.0% | -$19.28万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,016 | -100.0% | -$19.23万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TNC | TENNANT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,210 | -100.0% | -$18.96万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -822 | -100.0% | -$18.90万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DCRE | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -3,606 | -100.0% | -$18.72万 | 清仓 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -6,275 | -100.0% | -$18.58万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -92 | -100.0% | -$18.53万 | 清仓 |
| BOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,743 | -100.0% | -$18.50万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -561 | -100.0% | -$18.18万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -3,659 | -100.0% | -$17.94万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -2,344 | -100.0% | -$17.93万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -2,665 | -100.0% | -$17.84万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -4,372 | -100.0% | -$17.76万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$17.63万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -4,037 | -100.0% | -$17.62万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -907 | -100.0% | -$17.60万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -104 | -100.0% | -$17.58万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -2,460 | -100.0% | -$17.57万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -8,479 | -100.0% | -$17.50万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -3,093 | -100.0% | -$17.43万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,085 | -100.0% | -$17.27万 | 清仓 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -5,881 | -100.0% | -$16.95万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,424 | -100.0% | -$16.76万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -3,164 | -100.0% | -$16.73万 | 清仓 |