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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $309.11万 | 0.11% | 67,713 | 45,959 | 211.3% | $209.80万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $306.30万 | 0.11% | 61,396 | -207,472 | -77.2% | -$1,035.07万 | 减仓 |
| MUNI | PIMCO ETF TR | $304.67万 | 0.11% | 58,378 | 474 | 0.8% | $2.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $304.53万 | 0.11% | 121,327 | -6,021 | -4.7% | -$15.11万 | 减仓 |
| GE | GE AEROSPACE | $299.30万 | 0.11% | 10,547 | -1,356 | -11.4% | -$38.48万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $298.04万 | 0.11% | 62,247 | -3,125 | -4.8% | -$14.96万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $284.10万 | 0.10% | 36,232 | -20,275 | -35.9% | -$158.98万 | 减仓 |
| EZU | ISHARES INC | $282.81万 | 0.10% | 45,149 | 6,508 | 16.8% | $40.77万 | 加仓 |
| MRK | MERCK & CO INC | $280.53万 | 0.10% | 23,321 | -18,258 | -43.9% | -$219.63万 | 减仓 |
| IXUS | ISHARES TR | $278.88万 | 0.10% | 32,188 | -38 | -0.1% | -$3,292 | 减仓 |
| PULS | PGIM ETF TR | $277.09万 | 0.10% | 55,979 | 5,250 | 10.3% | $25.99万 | 加仓 |
| MTUM | ISHARES TR | $275.06万 | 0.10% | 11,461 | -444 | -3.7% | -$10.66万 | 减仓 |
| TJX | TJX COS INC NEW | $271.58万 | 0.10% | 17,006 | -1,454 | -7.9% | -$23.22万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $263.62万 | 0.10% | 10,243 | -1,051 | -9.3% | -$27.05万 | 减仓 |
| GEV | GE VERNOVA INC | $262.33万 | 0.10% | 3,005 | 345 | 13.0% | $30.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $262.16万 | 0.10% | 9,689 | -1,529 | -13.6% | -$41.37万 | 减仓 |
| NFLX | NETFLIX INC. | $258.88万 | 0.09% | 26,925 | -7,012 | -20.7% | -$67.42万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $258.78万 | 0.09% | 57,764 | -2,734 | -4.5% | -$12.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $255.68万 | 0.09% | 5,117 | -723 | -12.4% | -$36.13万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $253.71万 | 0.09% | 20,292 | -1,228 | -5.7% | -$15.35万 | 减仓 |
| TMUS | T-MOBILE US INC | $252.77万 | 0.09% | 12,034 | -1,467 | -10.9% | -$30.81万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $244.03万 | 0.09% | 23,768 | -745 | -3.0% | -$7.65万 | 减仓 |
| CTAS | CINTAS CORP | $233.78万 | 0.09% | 13,821 | -10 | -0.1% | -$1,691 | 减仓 |
| PEP | PEPSICO INC | $229.00万 | 0.08% | 14,747 | -6,817 | -31.6% | -$105.86万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $228.63万 | 0.08% | 24,328 | 226 | 0.9% | $2.12万 | 加仓 |
| IWM | ISHARES TR | $228.62万 | 0.08% | 9,219 | -775 | -7.8% | -$19.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $227.77万 | 0.08% | 9,397 | -1,196 | -11.3% | -$28.99万 | 减仓 |
| RTX | RTX CORPORATION | $224.12万 | 0.08% | 11,618 | -1,206 | -9.4% | -$23.26万 | 减仓 |
| EVUS | ISHARES TR | $214.73万 | 0.08% | 67,459 | 200 | 0.3% | $6,366 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $213.00万 | 0.08% | 3,122 | 2 | 0.1% | $1,364 | 加仓 |
| ORCL | ORACLE CORP | $212.25万 | 0.08% | 14,428 | -2,527 | -14.9% | -$37.18万 | 减仓 |
| MINT | PIMCO ETF TR | $211.91万 | 0.08% | 21,071 | 2,628 | 14.2% | $26.43万 | 加仓 |
| GLW | CORNING INC | $209.23万 | 0.08% | 15,388 | -6,387 | -29.3% | -$86.84万 | 减仓 |
| KO | COCA COLA CO | $204.73万 | 0.07% | 26,920 | -32,914 | -55.0% | -$250.31万 | 减仓 |
| PWR | QUANTA SVCS INC | $203.19万 | 0.07% | 3,701 | -3,070 | -45.3% | -$168.55万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $202.22万 | 0.07% | 21,772 | -1,297 | -5.6% | -$12.05万 | 减仓 |
| BKFI | BNY MELLON ETF TRUST II | $196.74万 | 0.07% | 81,946 | 81,946 | — | $196.74万 | 新建仓 |
| — | ISHARES TR | $196.72万 | 0.07% | 41,208 | 276 | 0.7% | $1.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $196.51万 | 0.07% | 56,082 | -3,177 | -5.4% | -$11.13万 | 减仓 |
| D | DOMINION ENERGY INC | $196.38万 | 0.07% | 31,766 | -23,488 | -42.5% | -$145.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $194.08万 | 0.07% | 82,065 | -3,641 | -4.2% | -$8.61万 | 减仓 |
| T | AT&T INC | $189.63万 | 0.07% | 65,414 | -1,699 | -2.5% | -$4.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $185.31万 | 0.07% | 48,460 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $184.49万 | 0.07% | 3,721 | -48 | -1.3% | -$2.38万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $184.04万 | 0.07% | 8,557 | -3,362 | -28.2% | -$72.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $183.35万 | 0.07% | 49,879 | -2,329 | -4.5% | -$8.56万 | 减仓 |
| NUSC | NUSHARES ETF TR | $183.16万 | 0.07% | 40,648 | -363 | -0.9% | -$1.64万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $181.33万 | 0.07% | 109,167 | -7,339 | -6.3% | -$12.19万 | 减仓 |
| VO | VANGUARD INDEX FDS | $181.08万 | 0.07% | 6,305 | 709 | 12.7% | $20.36万 | 加仓 |
| EFAV | ISHARES TR | $181.05万 | 0.07% | 19,815 | -297 | -1.5% | -$2.71万 | 减仓 |
| FAST | FASTENAL CO | $180.19万 | 0.07% | 38,834 | -44 | -0.1% | -$2,042 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $177.59万 | 0.06% | 5,145 | 135 | 2.7% | $4.66万 | 加仓 |
| MPC | MARATHON PETE CORP | $176.91万 | 0.06% | 7,245 | -181 | -2.4% | -$4.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $175.44万 | 0.06% | 34,947 | -4,046 | -10.4% | -$20.31万 | 减仓 |
| FLOT | ISHARES TR | $175.13万 | 0.06% | 34,373 | 958 | 2.9% | $4.88万 | 加仓 |
| DIS | DISNEY WALT CO | $175.13万 | 0.06% | 18,171 | -1,752 | -8.8% | -$16.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $175.12万 | 0.06% | 8,608 | 279 | 3.3% | $5.68万 | 加仓 |
| EWJ | ISHARES INC | $171.17万 | 0.06% | 20,271 | 3,244 | 19.1% | $27.39万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $169.92万 | 0.06% | 21,435 | 2,276 | 11.9% | $18.04万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $169.36万 | 0.06% | 9,190 | -641 | -6.5% | -$11.81万 | 减仓 |
| AMGN | AMGEN INC | $169.24万 | 0.06% | 4,810 | -907 | -15.9% | -$31.91万 | 减仓 |
| SCZ | ISHARES TR | $166.22万 | 0.06% | 21,199 | -69 | -0.3% | -$5,410 | 减仓 |
| LOW | LOWES COS INC | $164.97万 | 0.06% | 6,982 | -115 | -1.6% | -$2.72万 | 减仓 |
| ADI | ANALOG DEVICES INC | $163.49万 | 0.06% | 5,139 | 542 | 11.8% | $17.24万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $162.55万 | 0.06% | 5,664 | -165 | -2.8% | -$4.74万 | 减仓 |
| VLUE | ISHARES TR | $162.36万 | 0.06% | 11,418 | -66 | -0.6% | -$9,385 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $161.16万 | 0.06% | 3,279 | -78 | -2.3% | -$3.83万 | 减仓 |
| IWY | ISHARES TR | $161.00万 | 0.06% | 6,470 | -27 | -0.4% | -$6,719 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $159.69万 | 0.06% | 4,726 | 174 | 3.8% | $5.88万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $159.68万 | 0.06% | 18,822 | 252 | 1.4% | $2.14万 | 加仓 |
| MOAT | VANECK ETF TRUST | $159.01万 | 0.06% | 16,444 | -106 | -0.6% | -$1.02万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $157.45万 | 0.06% | 8,631 | -582 | -6.3% | -$10.62万 | 减仓 |
| EFA | ISHARES TR | $154.07万 | 0.06% | 15,862 | 389 | 2.5% | $3.78万 | 加仓 |
| ETN | EATON CORP PLC | $153.59万 | 0.06% | 4,294 | -825 | -16.1% | -$29.51万 | 减仓 |
| DE | DEERE & CO | $152.79万 | 0.06% | 2,712 | -33 | -1.2% | -$1.86万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $152.78万 | 0.06% | 36,620 | -2,138 | -5.5% | -$8.92万 | 减仓 |
| SHM | SPDR SERIES TRUST | $152.36万 | 0.06% | 31,854 | 76 | 0.2% | $3,635 | 加仓 |
| PFE | PFIZER INC | $151.98万 | 0.06% | 54,126 | -8,591 | -13.7% | -$24.12万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $150.61万 | 0.06% | 51,703 | 207 | 0.4% | $6,030 | 加仓 |
| CAT | CATERPILLAR INC | $150.41万 | 0.05% | 2,123 | -149 | -6.6% | -$10.56万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $150.03万 | 0.05% | 5,164 | -20 | -0.4% | -$5,811 | 减仓 |
| IDEV | ISHARES TR | $147.27万 | 0.05% | 17,623 | -142,504 | -89.0% | -$1,190.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $147.15万 | 0.05% | 3,192 | -254 | -7.4% | -$11.71万 | 减仓 |
| — | HONEYWELL INTL INC | $146.64万 | 0.05% | 6,488 | 854 | 15.2% | $19.30万 | 加仓 |
| CRM | SALESFORCE INC | $144.70万 | 0.05% | 7,751 | -325 | -4.0% | -$6.07万 | 减仓 |
| JNK | SPDR SERIES TRUST | $143.87万 | 0.05% | 15,031 | 1,016 | 7.2% | $9.72万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $142.41万 | 0.05% | 7,420 | 513 | 7.4% | $9.85万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $141.90万 | 0.05% | 23,816 | -25 | -0.1% | -$1,490 | 减仓 |
| C | CITIGROUP INC | $140.97万 | 0.05% | 12,430 | 243 | 2.0% | $2.76万 | 加仓 |
| BLK | BLACKROCK INC | $140.75万 | 0.05% | 1,463 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $139.99万 | 0.05% | 1,654 | -269 | -14.0% | -$22.77万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $139.23万 | 0.05% | 28,976 | 967 | 3.5% | $4.65万 | 加仓 |
| IWS | ISHARES TR | $139.02万 | 0.05% | 9,539 | -791 | -7.7% | -$11.53万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $137.57万 | 0.05% | 4,548 | -66 | -1.4% | -$2.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $136.87万 | 0.05% | 4,004 | -169 | -4.0% | -$5.78万 | 减仓 |
| EOG | EOG RES INC | $136.43万 | 0.05% | 9,437 | -334 | -3.4% | -$4.83万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $134.13万 | 0.05% | 2,219 | -560 | -20.2% | -$33.85万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $133.22万 | 0.05% | 5,781 | -366 | -6.0% | -$8.43万 | 减仓 |
| CMI | CUMMINS INC | $133.06万 | 0.05% | 2,473 | -152 | -5.8% | -$8.18万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $131.63万 | 0.05% | 40,589 | -1,349 | -3.2% | -$4.37万 | 减仓 |