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 |
|---|---|---|---|---|---|---|---|---|
| USLM | UNITED STS LIME & MINERALS I | $0 | 0.00% | 0 | -156 | -100.0% | -$1.86万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -93 | -100.0% | -$1.86万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -71 | -100.0% | -$1.84万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -1,690 | -100.0% | -$1.84万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -347 | -100.0% | -$1.84万 | 清仓 |
| NMR | NOMURA HLDGS INC | $0 | 0.00% | 0 | -2,188 | -100.0% | -$1.84万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$1.83万 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -237 | -100.0% | -$1.83万 | 清仓 |
| — | CARDIFF ONCOLOGY INC | $0 | 0.00% | 0 | -6,490 | -100.0% | -$1.82万 | 清仓 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -385 | -100.0% | -$1.81万 | 清仓 |
| SCHY | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -605 | -100.0% | -$1.80万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$1.80万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -105 | -100.0% | -$1.80万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -103 | -100.0% | -$1.79万 | 清仓 |
| AIN | ALBANY INTL CORP | $0 | 0.00% | 0 | -353 | -100.0% | -$1.79万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -552 | -100.0% | -$1.78万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -195 | -100.0% | -$1.77万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$1.77万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -2,045 | -100.0% | -$1.77万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -842 | -100.0% | -$1.76万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -644 | -100.0% | -$1.75万 | 清仓 |
| KIM | KIMCO RLTY CORP | $0 | 0.00% | 0 | -859 | -100.0% | -$1.74万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -348 | -100.0% | -$1.74万 | 清仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -470 | -100.0% | -$1.73万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -89 | -100.0% | -$1.73万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -255 | -100.0% | -$1.72万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -95 | -100.0% | -$1.72万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -510 | -100.0% | -$1.71万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -566 | -100.0% | -$1.71万 | 清仓 |
| CDC | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -259 | -100.0% | -$1.71万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -98 | -100.0% | -$1.71万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -215 | -100.0% | -$1.70万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -1,133 | -100.0% | -$1.69万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -158 | -100.0% | -$1.69万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -1,178 | -100.0% | -$1.69万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -1,028 | -100.0% | -$1.69万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -440 | -100.0% | -$1.68万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -265 | -100.0% | -$1.68万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -153 | -100.0% | -$1.68万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -232 | -100.0% | -$1.67万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -263 | -100.0% | -$1.67万 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -255 | -100.0% | -$1.66万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -194 | -100.0% | -$1.63万 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV | $0 | 0.00% | 0 | -789 | -100.0% | -$1.63万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -143 | -100.0% | -$1.61万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -146 | -100.0% | -$1.61万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -145 | -100.0% | -$1.60万 | 清仓 |
| PLUS | EPLUS INC | $0 | 0.00% | 0 | -182 | -100.0% | -$1.60万 | 清仓 |
| SSP | SCRIPPS E W CO OHIO | $0 | 0.00% | 0 | -4,000 | -100.0% | -$1.60万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -450 | -100.0% | -$1.60万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -189 | -100.0% | -$1.59万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -596 | -100.0% | -$1.58万 | 清仓 |
| NYT | NEW YORK TIMES CO | $0 | 0.00% | 0 | -228 | -100.0% | -$1.58万 | 清仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -796 | -100.0% | -$1.58万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -90 | -100.0% | -$1.58万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -119 | -100.0% | -$1.58万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -81 | -100.0% | -$1.57万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -86 | -100.0% | -$1.56万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$1.56万 | 清仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -126 | -100.0% | -$1.55万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -174 | -100.0% | -$1.55万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -125 | -100.0% | -$1.55万 | 清仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -832 | -100.0% | -$1.55万 | 清仓 |
| SMBK | SMARTFINANCIAL INC | $0 | 0.00% | 0 | -416 | -100.0% | -$1.54万 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -213 | -100.0% | -$1.54万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -300 | -100.0% | -$1.53万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -179 | -100.0% | -$1.53万 | 清仓 |
| ISCG | ISHARES TR | $0 | 0.00% | 0 | -275 | -100.0% | -$1.53万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -147 | -100.0% | -$1.51万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -190 | -100.0% | -$1.51万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.51万 | 清仓 |
| SDOG | ALPS ETF TR | $0 | 0.00% | 0 | -250 | -100.0% | -$1.51万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -273 | -100.0% | -$1.51万 | 清仓 |
| PICK | ISHARES INC | $0 | 0.00% | 0 | -294 | -100.0% | -$1.51万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -116 | -100.0% | -$1.50万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | -1,639 | -100.0% | -$1.48万 | 清仓 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -393 | -100.0% | -$1.47万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1.46万 | 清仓 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -265 | -100.0% | -$1.46万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -134 | -100.0% | -$1.45万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -434 | -100.0% | -$1.45万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -136 | -100.0% | -$1.45万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -470 | -100.0% | -$1.45万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -306 | -100.0% | -$1.45万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -928 | -100.0% | -$1.45万 | 清仓 |
| IX | ORIX CORP | $0 | 0.00% | 0 | -495 | -100.0% | -$1.45万 | 清仓 |
| — | INVESCO TR INVT GRADE MUNS | $0 | 0.00% | 0 | -1,394 | -100.0% | -$1.45万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -603 | -100.0% | -$1.44万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -544 | -100.0% | -$1.44万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -325 | -100.0% | -$1.44万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,280 | -100.0% | -$1.44万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -138 | -100.0% | -$1.44万 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -281 | -100.0% | -$1.43万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -259 | -100.0% | -$1.43万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -106 | -100.0% | -$1.42万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.42万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -93 | -100.0% | -$1.42万 | 清仓 |
| — | OSPREY BITCOIN TR | $0 | 0.00% | 0 | -500 | -100.0% | -$1.41万 | 清仓 |
| ASB | ASSOCIATED BANC CORP | $0 | 0.00% | 0 | -546 | -100.0% | -$1.41万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -501 | -100.0% | -$1.41万 | 清仓 |