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 |
|---|---|---|---|---|---|---|---|---|
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,882 | -100.0% | -$8.34万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -649 | -100.0% | -$8.29万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -1,247 | -100.0% | -$8.29万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -658 | -100.0% | -$8.29万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -579 | -100.0% | -$8.21万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,299 | -100.0% | -$8.21万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -4,159 | -100.0% | -$8.20万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -528 | -100.0% | -$8.19万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -1,058 | -100.0% | -$8.19万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -806 | -100.0% | -$8.19万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -145 | -100.0% | -$8.14万 | 清仓 |
| PLXS | PLEXUS CORP | $0 | 0.00% | 0 | -553 | -100.0% | -$8.13万 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -2,060 | -100.0% | -$8.13万 | 清仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$8.13万 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -897 | -100.0% | -$8.11万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -1,850 | -100.0% | -$8.11万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -3,239 | -100.0% | -$8.10万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -1,062 | -100.0% | -$8.06万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -583 | -100.0% | -$7.99万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -1,937 | -100.0% | -$7.96万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -553 | -100.0% | -$7.96万 | 清仓 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | -1,551 | -100.0% | -$7.95万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -720 | -100.0% | -$7.94万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -1,201 | -100.0% | -$7.92万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -887 | -100.0% | -$7.91万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -2,062 | -100.0% | -$7.91万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -1,783 | -100.0% | -$7.91万 | 清仓 |
| EEMA | ISHARES INC | $0 | 0.00% | 0 | -838 | -100.0% | -$7.88万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -2,226 | -100.0% | -$7.80万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -2,036 | -100.0% | -$7.78万 | 清仓 |
| FELE | FRANKLIN ELEC INC | $0 | 0.00% | 0 | -801 | -100.0% | -$7.65万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -2,042 | -100.0% | -$7.64万 | 清仓 |
| STRT | STRATTEC SEC CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.61万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -1,220 | -100.0% | -$7.58万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -555 | -100.0% | -$7.56万 | 清仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,270 | -100.0% | -$7.56万 | 清仓 |
| CNS | COHEN & STEERS INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$7.53万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -373 | -100.0% | -$7.50万 | 清仓 |
| MAGN | MAGNERA CORP | $0 | 0.00% | 0 | -4,950 | -100.0% | -$7.49万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -1,266 | -100.0% | -$7.45万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -3,096 | -100.0% | -$7.44万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -348 | -100.0% | -$7.43万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -1,935 | -100.0% | -$7.42万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,036 | -100.0% | -$7.40万 | 清仓 |
| NOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,278 | -100.0% | -$7.40万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -6,798 | -100.0% | -$7.40万 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -4,168 | -100.0% | -$7.38万 | 清仓 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | -8,581 | -100.0% | -$7.38万 | 清仓 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,886 | -100.0% | -$7.38万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -842 | -100.0% | -$7.37万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -455 | -100.0% | -$7.35万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -1,861 | -100.0% | -$7.33万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -6,799 | -100.0% | -$7.29万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,249 | -100.0% | -$7.26万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -502 | -100.0% | -$7.24万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -1,664 | -100.0% | -$7.21万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -9,169 | -100.0% | -$7.19万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -1,120 | -100.0% | -$7.19万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -426 | -100.0% | -$7.19万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -450 | -100.0% | -$7.17万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -857 | -100.0% | -$7.17万 | 清仓 |
| WABC | WESTAMERICA BANCORPORATION | $0 | 0.00% | 0 | -1,490 | -100.0% | -$7.13万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -1,338 | -100.0% | -$7.11万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -1,841 | -100.0% | -$7.07万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -1,196 | -100.0% | -$7.07万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -354 | -100.0% | -$7.06万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOUS | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -2,038 | -100.0% | -$7.03万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -557 | -100.0% | -$7.01万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -319 | -100.0% | -$6.92万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -509 | -100.0% | -$6.89万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -670 | -100.0% | -$6.86万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -3,173 | -100.0% | -$6.83万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,984 | -100.0% | -$6.80万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -149 | -100.0% | -$6.78万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -127 | -100.0% | -$6.77万 | 清仓 |
| IPAC | ISHARES TR | $0 | 0.00% | 0 | -921 | -100.0% | -$6.74万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -2,475 | -100.0% | -$6.72万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$6.70万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -275 | -100.0% | -$6.65万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -195 | -100.0% | -$6.63万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -1,317 | -100.0% | -$6.62万 | 清仓 |
| CMDY | ISHARES U S ETF TR | $0 | 0.00% | 0 | -1,355 | -100.0% | -$6.60万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -295 | -100.0% | -$6.58万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -1,002 | -100.0% | -$6.58万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -135 | -100.0% | -$6.56万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -665 | -100.0% | -$6.55万 | 清仓 |
| KRG | KITE RLTY GROUP TR | $0 | 0.00% | 0 | -2,731 | -100.0% | -$6.55万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -470 | -100.0% | -$6.53万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -112 | -100.0% | -$6.52万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -2,125 | -100.0% | -$6.49万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -654 | -100.0% | -$6.46万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -194 | -100.0% | -$6.46万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -296 | -100.0% | -$6.45万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -3,726 | -100.0% | -$6.45万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -399 | -100.0% | -$6.45万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -325 | -100.0% | -$6.40万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -1,341 | -100.0% | -$6.38万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -230 | -100.0% | -$6.33万 | 清仓 |
| AGI | ALAMOS GOLD INC NEW | $0 | 0.00% | 0 | -1,635 | -100.0% | -$6.31万 | 清仓 |