SageView Advisory Group, LLC
Newport Beach CA · SEC CIK 0001914558
$30.51亿2026Q2 申报市值
615持仓数
55.1%前十大占比 · 第一大 11.5%
12 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$3,721.40万
BND 加仓+$3,510.35万
SPDW 加仓+$2,233.97万
SPMD 加仓+$1,447.23万
IEMG 加仓+$985.77万
2026Q2 卖出最多 按季末市值估算
VONV 减仓-$2,179.93万
AGG 减仓-$1,756.39万
VONG 减仓-$1,682.54万
SCHF 减仓-$990.77万
IAGG 减仓-$899.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $409.93万 | 0.13% | 16,291 | -2,752 | -14.5% | -$69.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $407.93万 | 0.13% | 113,323 | -4,995 | -4.2% | -$17.98万 | 减仓 |
| GE | GE AEROSPACE | $395.85万 | 0.13% | 10,591 | 44 | 0.4% | $1.64万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $392.96万 | 0.13% | 30,681 | -28 | -0.1% | -$3,586 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $390.48万 | 0.13% | 54,804 | -1,480 | -2.6% | -$10.54万 | 减仓 |
| MTUM | ISHARES TR | $390.03万 | 0.13% | 11,377 | -84 | -0.7% | -$2.88万 | 减仓 |
| SUSA | ISHARES TR | $389.21万 | 0.13% | 25,224 | -4,064 | -13.9% | -$62.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $383.39万 | 0.13% | 9,224 | -465 | -4.8% | -$19.33万 | 减仓 |
| BAC | BANK OF AMER CORP | $366.43万 | 0.12% | 64,309 | -3,752 | -5.5% | -$21.38万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $361.55万 | 0.12% | 97,034 | -5,298 | -5.2% | -$19.74万 | 减仓 |
| GEV | GE VERNOVA INC | $360.71万 | 0.12% | 3,070 | 65 | 2.2% | $7.64万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $360.22万 | 0.12% | 124,386 | 3,059 | 2.5% | $8.86万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $357.41万 | 0.12% | 10,784 | -3 | -0.0% | -$994 | 减仓 |
| VTV | VANGUARD INDEX FDS | $354.18万 | 0.12% | 16,252 | -361 | -2.2% | -$7.87万 | 减仓 |
| HYG | ISHARES TR | $348.29万 | 0.11% | 43,552 | -467 | -1.1% | -$3.73万 | 减仓 |
| GLW | CORNING INC | $347.85万 | 0.11% | 13,618 | -1,770 | -11.5% | -$45.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $336.72万 | 0.11% | 21,307 | -2,150 | -9.2% | -$33.98万 | 减仓 |
| PULS | PGIM ETF TR | $332.67万 | 0.11% | 67,137 | 11,158 | 19.9% | $55.29万 | 加仓 |
| MRK | MERCK & CO INC | $324.46万 | 0.11% | 25,250 | 1,929 | 8.3% | $24.79万 | 加仓 |
| MUNI | PIMCO ETF TR | $309.60万 | 0.10% | 58,859 | 481 | 0.8% | $2.53万 | 加仓 |
| IXUS | ISHARES TR | $308.16万 | 0.10% | 32,288 | 100 | 0.3% | $9,544 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $306.98万 | 0.10% | 60,691 | -705 | -1.1% | -$3.57万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $303.84万 | 0.10% | 9,919 | -324 | -3.2% | -$9.92万 | 减仓 |
| ESGD | ISHARES TR | $300.25万 | 0.10% | 29,204 | -6,410 | -18.0% | -$65.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $293.62万 | 0.10% | 17,713 | -706 | -3.8% | -$11.70万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $291.30万 | 0.10% | 5,931 | -2,146 | -26.6% | -$105.40万 | 减仓 |
| IWM | ISHARES TR | $281.03万 | 0.09% | 9,354 | 135 | 1.5% | $4.06万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $278.60万 | 0.09% | 58,346 | -3,901 | -6.3% | -$18.63万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $274.33万 | 0.09% | 8,044 | 36 | 0.4% | $1.23万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $271.33万 | 0.09% | 18,546 | -1,746 | -8.6% | -$25.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $270.33万 | 0.09% | 3,739 | -265 | -6.6% | -$19.16万 | 减仓 |
| PWR | QUANTA SVCS INC | $259.00万 | 0.08% | 3,597 | -104 | -2.8% | -$7.49万 | 减仓 |
| TJX | TJX COS INC NEW | $256.21万 | 0.08% | 16,912 | -94 | -0.6% | -$1.42万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $253.85万 | 0.08% | 56,727 | -1,037 | -1.8% | -$4.64万 | 减仓 |
| EWJ | ISHARES INC | $252.22万 | 0.08% | 27,042 | 6,771 | 33.4% | $63.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $249.97万 | 0.08% | 8,889 | -508 | -5.4% | -$14.29万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $246.90万 | 0.08% | 4,807 | -310 | -6.1% | -$15.92万 | 减仓 |
| MINT | PIMCO ETF TR | $244.64万 | 0.08% | 24,267 | 3,196 | 15.2% | $32.22万 | 加仓 |
| ORCL | ORACLE CORP | $242.29万 | 0.08% | 16,533 | 2,105 | 14.6% | $30.85万 | 加仓 |
| — | ISHARES TR | $241.02万 | 0.08% | 41,256 | 48 | 0.1% | $2,804 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $240.74万 | 0.08% | 75,919 | 47,166 | 164.0% | $149.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $240.62万 | 0.08% | 10,169 | 1,612 | 18.8% | $38.14万 | 加仓 |
| EVUS | ISHARES TR | $237.88万 | 0.08% | 67,752 | 293 | 0.4% | $1.03万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $235.51万 | 0.08% | 26,403 | 7,581 | 40.3% | $67.62万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $235.32万 | 0.08% | 2,439 | 274 | 12.7% | $26.44万 | 加仓 |
| CAT | CATERPILLAR INC | $233.89万 | 0.08% | 2,196 | 73 | 3.4% | $7.77万 | 加仓 |
| VLUE | ISHARES TR | $228.66万 | 0.07% | 11,444 | 26 | 0.2% | $5,195 | 加仓 |
| FLOT | ISHARES TR | $224.53万 | 0.07% | 43,983 | 9,610 | 28.0% | $49.06万 | 加仓 |
| KO | COCA COLA CO | $219.23万 | 0.07% | 26,974 | 54 | 0.2% | $4,389 | 加仓 |
| D | DOMINION ENERGY INC | $207.77万 | 0.07% | 30,425 | -1,341 | -4.2% | -$9.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $205.54万 | 0.07% | 52,988 | -3,094 | -5.5% | -$12.00万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $202.08万 | 0.07% | 4,664 | 168 | 3.7% | $7.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $201.05万 | 0.07% | 76,855 | -5,210 | -6.3% | -$13.63万 | 减仓 |
| ADI | ANALOG DEVICES INC | $200.32万 | 0.07% | 5,044 | -95 | -1.8% | -$3.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $197.62万 | 0.06% | 47,358 | -2,521 | -5.1% | -$10.52万 | 减仓 |
| PEP | PEPSICO INC | $196.48万 | 0.06% | 14,511 | -236 | -1.6% | -$3.20万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $196.19万 | 0.06% | 21,263 | -3,065 | -12.6% | -$28.28万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $191.71万 | 0.06% | 21,127 | -2,641 | -11.1% | -$23.96万 | 减仓 |
| TMUS | T-MOBILE US INC | $190.44万 | 0.06% | 11,354 | -680 | -5.7% | -$11.41万 | 减仓 |
| FAST | FASTENAL CO | $187.37万 | 0.06% | 39,010 | 176 | 0.5% | $8,453 | 加仓 |
| IWY | ISHARES TR | $186.98万 | 0.06% | 6,434 | -36 | -0.6% | -$1.05万 | 减仓 |
| C | CITIGROUP INC | $185.81万 | 0.06% | 13,276 | 846 | 6.8% | $11.84万 | 加仓 |
| MPC | MARATHON PETE CORP | $184.55万 | 0.06% | 7,218 | -27 | -0.4% | -$6,903 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $183.79万 | 0.06% | 1,817 | 163 | 9.9% | $16.49万 | 加仓 |
| RTX | RTX CORPORATION | $180.84万 | 0.06% | 9,532 | -2,086 | -18.0% | -$39.57万 | 减仓 |
| CMI | CUMMINS INC | $179.96万 | 0.06% | 2,523 | 50 | 2.0% | $3.57万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $179.41万 | 0.06% | 9,080 | -110 | -1.2% | -$2.17万 | 减仓 |
| ETN | EATON CORP PLC | $178.70万 | 0.06% | 4,193 | -101 | -2.4% | -$4.30万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $177.49万 | 0.06% | 5,642 | -22 | -0.4% | -$6,921 | 减仓 |
| SCZ | ISHARES TR | $174.74万 | 0.06% | 21,240 | 41 | 0.2% | $3,373 | 加仓 |
| EFAV | ISHARES TR | $174.36万 | 0.06% | 19,880 | 65 | 0.3% | $5,701 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $173.40万 | 0.06% | 51,242 | -461 | -0.9% | -$1.56万 | 减仓 |
| DE | DEERE & CO | $170.37万 | 0.06% | 2,686 | -26 | -1.0% | -$1.65万 | 减仓 |
| NUSC | NUSHARES ETF TR | $170.30万 | 0.06% | 32,674 | -7,974 | -19.6% | -$41.56万 | 减仓 |
| VO | VANGUARD INDEX FDS | $168.20万 | 0.06% | 20,876 | -4,344 | -17.2% | -$35.00万 | 减仓 |
| MOAT | VANECK ETF TRUST | $166.32万 | 0.05% | 15,999 | -445 | -2.7% | -$4.63万 | 减仓 |
| AMGN | AMGEN INC | $165.88万 | 0.05% | 4,580 | -230 | -4.8% | -$8.33万 | 减仓 |
| EFA | ISHARES TR | $164.55万 | 0.05% | 15,840 | -22 | -0.1% | -$2,285 | 减仓 |
| NFLX | NETFLIX INC. | $163.32万 | 0.05% | 22,874 | -4,051 | -15.0% | -$28.92万 | 减仓 |
| LIN | LINDE PLC | $161.14万 | 0.05% | 3,105 | -616 | -16.6% | -$31.97万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $160.63万 | 0.05% | 3,204 | -75 | -2.3% | -$3.76万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $157.92万 | 0.05% | 7,423 | 3 | 0.0% | $638 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $156.76万 | 0.05% | 7,814 | -817 | -9.5% | -$16.39万 | 减仓 |
| IWS | ISHARES TR | $155.62万 | 0.05% | 9,455 | -84 | -0.9% | -$1.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $154.71万 | 0.05% | 3,239 | -46 | -1.4% | -$2.20万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $154.69万 | 0.05% | 19,574 | -1,861 | -8.7% | -$14.71万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $154.38万 | 0.05% | 40,561 | -28 | -0.1% | -$1,066 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $153.16万 | 0.05% | 5,224 | 60 | 1.2% | $1.76万 | 加仓 |
| SHM | SPDR SERIES TRUST | $152.33万 | 0.05% | 31,759 | -95 | -0.3% | -$4,557 | 减仓 |
| LOW | LOWES COS INC | $152.00万 | 0.05% | 6,894 | -88 | -1.3% | -$1.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $151.83万 | 0.05% | 4,488 | -60 | -1.3% | -$2.03万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $151.81万 | 0.05% | 5,646 | -135 | -2.3% | -$3.63万 | 减仓 |
| IDEV | ISHARES TR | $150.65万 | 0.05% | 16,925 | -698 | -4.0% | -$6.21万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $148.41万 | 0.05% | 5,107 | -38 | -0.7% | -$1.10万 | 减仓 |
| CTAS | CINTAS CORP | $148.25万 | 0.05% | 8,716 | -5,105 | -36.9% | -$86.83万 | 减仓 |
| DIS | DISNEY WALT CO | $147.21万 | 0.05% | 15,295 | -2,876 | -15.8% | -$27.68万 | 减仓 |
| JNK | SPDR SERIES TRUST | $147.10万 | 0.05% | 15,264 | 233 | 1.6% | $2.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $146.58万 | 0.05% | 34,619 | -328 | -0.9% | -$1.39万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $143.02万 | 0.05% | 8,419 | 645 | 8.3% | $10.96万 | 加仓 |
| EWU | ISHARES TR | $140.34万 | 0.05% | 30,417 | 6,026 | 24.7% | $27.80万 | 加仓 |