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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -1,124 | -100.0% | -$4.96万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -1,031 | -100.0% | -$4.96万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -481 | -100.0% | -$4.94万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -469 | -100.0% | -$4.94万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -2,188 | -100.0% | -$4.89万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -37 | -100.0% | -$4.85万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -225 | -100.0% | -$4.83万 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -1,136 | -100.0% | -$4.82万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -4,799 | -100.0% | -$4.79万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -475 | -100.0% | -$4.77万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -1,232 | -100.0% | -$4.76万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -396 | -100.0% | -$4.73万 | 清仓 |
| XTRE | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -948 | -100.0% | -$4.72万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -711 | -100.0% | -$4.72万 | 清仓 |
| — | LXP INDUSTRIAL TRUST | $0 | 0.00% | 0 | -948 | -100.0% | -$4.70万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$4.70万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -453 | -100.0% | -$4.70万 | 清仓 |
| PSO | PEARSON PLC | $0 | 0.00% | 0 | -3,339 | -100.0% | -$4.69万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -363 | -100.0% | -$4.68万 | 清仓 |
| KOPN | KOPIN CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$4.68万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -615 | -100.0% | -$4.68万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -310 | -100.0% | -$4.67万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -2,464 | -100.0% | -$4.67万 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -2,482 | -100.0% | -$4.65万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -428 | -100.0% | -$4.64万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -1,823 | -100.0% | -$4.64万 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | -803 | -100.0% | -$4.63万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -548 | -100.0% | -$4.62万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | -2,330 | -100.0% | -$4.59万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,664 | -100.0% | -$4.53万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -571 | -100.0% | -$4.52万 | 清仓 |
| PPLI | IAC INC | $0 | 0.00% | 0 | -1,156 | -100.0% | -$4.52万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,217 | -100.0% | -$4.49万 | 清仓 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -1,245 | -100.0% | -$4.48万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -609 | -100.0% | -$4.47万 | 清仓 |
| SMMV | ISHARES TR | $0 | 0.00% | 0 | -1,031 | -100.0% | -$4.47万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -158 | -100.0% | -$4.47万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -338 | -100.0% | -$4.47万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -994 | -100.0% | -$4.44万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -117 | -100.0% | -$4.44万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -1,129 | -100.0% | -$4.44万 | 清仓 |
| SMP | STANDARD MTR PRODS INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$4.42万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -1,806 | -100.0% | -$4.42万 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -4,000 | -100.0% | -$4.42万 | 清仓 |
| IVT | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -1,564 | -100.0% | -$4.41万 | 清仓 |
| PSMT | PRICESMART INC | $0 | 0.00% | 0 | -360 | -100.0% | -$4.41万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$4.40万 | 清仓 |
| — | PRAIRIE OPER CO | $0 | 0.00% | 0 | -26,000 | -100.0% | -$4.39万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -194 | -100.0% | -$4.37万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -526 | -100.0% | -$4.35万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -647 | -100.0% | -$4.35万 | 清仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -1,613 | -100.0% | -$4.34万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -348 | -100.0% | -$4.33万 | 清仓 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -934 | -100.0% | -$4.32万 | 清仓 |
| PI | IMPINJ INC | $0 | 0.00% | 0 | -248 | -100.0% | -$4.32万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -96 | -100.0% | -$4.30万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -991 | -100.0% | -$4.29万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -634 | -100.0% | -$4.29万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -1,637 | -100.0% | -$4.29万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -1,539 | -100.0% | -$4.28万 | 清仓 |
| CLOA | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -826 | -100.0% | -$4.27万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -1,079 | -100.0% | -$4.22万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -131 | -100.0% | -$4.20万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -205 | -100.0% | -$4.19万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -1,547 | -100.0% | -$4.19万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -640 | -100.0% | -$4.19万 | 清仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $0 | 0.00% | 0 | -725 | -100.0% | -$4.16万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -94 | -100.0% | -$4.16万 | 清仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $0 | 0.00% | 0 | -1,010 | -100.0% | -$4.15万 | 清仓 |
| TDV | PROSHARES TR | $0 | 0.00% | 0 | -478 | -100.0% | -$4.14万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -791 | -100.0% | -$4.14万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -452 | -100.0% | -$4.12万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -387 | -100.0% | -$4.12万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -1,629 | -100.0% | -$4.09万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -156 | -100.0% | -$4.08万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -1,824 | -100.0% | -$4.07万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -645 | -100.0% | -$4.06万 | 清仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $0 | 0.00% | 0 | -3,139 | -100.0% | -$4.06万 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -4,511 | -100.0% | -$4.04万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -295 | -100.0% | -$4.02万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -1,364 | -100.0% | -$4.02万 | 清仓 |
| FFBC | FIRST FINL BANCORP OH | $0 | 0.00% | 0 | -1,608 | -100.0% | -$4.02万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -88 | -100.0% | -$3.99万 | 清仓 |
| DEUS | DBX ETF TR | $0 | 0.00% | 0 | -685 | -100.0% | -$3.99万 | 清仓 |
| SDCI | USCF ETF TR | $0 | 0.00% | 0 | -1,810 | -100.0% | -$3.99万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -106 | -100.0% | -$3.97万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -913 | -100.0% | -$3.96万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -870 | -100.0% | -$3.96万 | 清仓 |
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.96万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -828 | -100.0% | -$3.95万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -822 | -100.0% | -$3.95万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.94万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -503 | -100.0% | -$3.94万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -163 | -100.0% | -$3.93万 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$3.91万 | 清仓 |
| TYG | TORTOISE ENERGY INFRA CORP | $0 | 0.00% | 0 | -951 | -100.0% | -$3.89万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -765 | -100.0% | -$3.87万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -604 | -100.0% | -$3.86万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -62 | -100.0% | -$3.86万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -478 | -100.0% | -$3.84万 | 清仓 |