13F 机构持仓

SageView Advisory Group, LLC

Newport Beach CA · SEC CIK 0001914558

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$30.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 13.5%
VONV 10.2%
VONG 8.3%
SCHF 6.0%
VXF 5.0%
SCHE 4.1%
IAGG 4.0%
REET 3.1%
SCHC 3.0%
AAPL 1.7%

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
ATI ATI INC $00.00%0 -55-100.0% -$6,312 清仓
SMTC SEMTECH CORP $00.00%0 -85-100.0% -$6,264 清仓
SHYM BLACKROCK ETF TRUST II $00.00%0 -281-100.0% -$6,244 清仓
TDC TERADATA CORP DEL $00.00%0 -205-100.0% -$6,241 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -29-100.0% -$6,237 清仓
ATR APTARGROUP INC $00.00%0 -51-100.0% -$6,221 清仓
— CONFLUENT INC $00.00%0 -205-100.0% -$6,200 清仓
ESNT ESSENT GROUP LTD $00.00%0 -95-100.0% -$6,177 清仓
EAT BRINKER INTL INC $00.00%0 -43-100.0% -$6,172 清仓
ECG EVERUS CONSTR GROUP $00.00%0 -72-100.0% -$6,161 清仓
— NUVEEN CALIFORNIA AMT QLT MU $00.00%0 -492-100.0% -$6,121 清仓
RBRK RUBRIK INC. $00.00%0 -80-100.0% -$6,119 清仓
TECB ISHARES TR $00.00%0 -100-100.0% -$6,110 清仓
— AMERICAN STRATEGIC INVEST CO $00.00%0 -734-100.0% -$6,085 清仓
RDW REDWIRE CORPORATION $00.00%0 -800-100.0% -$6,080 清仓
PLMR PALOMAR HLDGS INC $00.00%0 -45-100.0% -$6,065 清仓
DOX AMDOCS LTD $00.00%0 -75-100.0% -$6,039 清仓
AXSM AXSOME THERAPEUTICS INC $00.00%0 -33-100.0% -$6,028 清仓
— HIGHLAND GLOBAL ALLOCATION F $00.00%0 -659-100.0% -$6,017 清仓
— FRANKLIN XRP TRUST $00.00%0 -300-100.0% -$5,973 清仓
M MACYS INC $00.00%0 -270-100.0% -$5,954 清仓
SNN SMITH & NEPHEW PLC $00.00%0 -181-100.0% -$5,939 清仓
HXL HEXCEL CORP NEW $00.00%0 -80-100.0% -$5,912 清仓
GSHD GOOSEHEAD INS INC $00.00%0 -80-100.0% -$5,892 清仓
OUT OUTFRONT MEDIA INC $00.00%0 -244-100.0% -$5,881 清仓
BIP BROOKFIELD INFRAST PARTNERS $00.00%0 -169-100.0% -$5,872 清仓
PAG PENSKE AUTOMOTIVE GRP INC $00.00%0 -37-100.0% -$5,857 清仓
MC MOELIS & CO $00.00%0 -85-100.0% -$5,843 清仓
RDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -84-100.0% -$5,836 清仓
SPAB SPDR SERIES TRUST $00.00%0 -227-100.0% -$5,835 清仓
— SILA REALTY TRUST INC $00.00%0 -250-100.0% -$5,828 清仓
SUI SUN CMNTYS INC $00.00%0 -47-100.0% -$5,824 清仓
GNTX GENTEX CORP $00.00%0 -250-100.0% -$5,818 清仓
GVA GRANITE CONSTR INC $00.00%0 -50-100.0% -$5,768 清仓
CVLT COMMVAULT SYS INC $00.00%0 -46-100.0% -$5,767 清仓
— TELEFONICA S A $00.00%0 -1,415-100.0% -$5,731 清仓
— NUVEEN MULTI ASSET INCOME FU $00.00%0 -437-100.0% -$5,699 清仓
— GLOBAL X FDS $00.00%0 -121-100.0% -$5,696 清仓
ITB ISHARES TR $00.00%0 -59-100.0% -$5,682 清仓
RUSHA RUSH ENTERPRISES INC $00.00%0 -105-100.0% -$5,664 清仓
ENVA ENOVA INTL INC $00.00%0 -36-100.0% -$5,660 清仓
LNTH LANTHEUS HLDGS INC $00.00%0 -85-100.0% -$5,658 清仓
AKR ACADIA RLTY TR $00.00%0 -275-100.0% -$5,649 清仓
BOOT BOOT BARN HLDGS INC $00.00%0 -32-100.0% -$5,648 清仓
EE EXCELERATE ENERGY INC $00.00%0 -200-100.0% -$5,610 清仓
GLXY GALAXY DIGITAL INC. $00.00%0 -250-100.0% -$5,591 清仓
GAP GAP INC $00.00%0 -218-100.0% -$5,581 清仓
CHRD CHORD ENERGY CORPORATION $00.00%0 -60-100.0% -$5,562 清仓
DBX DROPBOX INC $00.00%0 -200-100.0% -$5,560 清仓
COLD AMERICOLD REALTY TRUST INC $00.00%0 -432-100.0% -$5,556 清仓
UFPT UFP TECHNOLOGIES INC $00.00%0 -25-100.0% -$5,551 清仓
ABVX ABIVAX SA $00.00%0 -41-100.0% -$5,530 清仓
WDI WESTERN ASSET DIVERSIFIED IN $00.00%0 -400-100.0% -$5,524 清仓
IMO IMPERIAL OIL LTD $00.00%0 -64-100.0% -$5,524 清仓
OZK BANK OZK LITTLE ROCK ARK $00.00%0 -120-100.0% -$5,523 清仓
— GENELUX CORPORATION $00.00%0 -1,264-100.0% -$5,512 清仓
SM SM ENERGY CO $00.00%0 -292-100.0% -$5,465 清仓
SPB SPECTRUM BRANDS HLDGS INC NE $00.00%0 -92-100.0% -$5,441 清仓
SBS COMPANHIA DE SANEAMENTO BASI $00.00%0 -228-100.0% -$5,428 清仓
KBR KBR INC $00.00%0 -135-100.0% -$5,427 清仓
XPEV XPENG INC $00.00%0 -266-100.0% -$5,395 清仓
PDD PDD HOLDINGS INC $00.00%0 -47-100.0% -$5,330 清仓
ACI ALBERTSONS COS INC $00.00%0 -310-100.0% -$5,323 清仓
FPF FIRST TR INTER DURATN PFD & $00.00%0 -285-100.0% -$5,313 清仓
IGV ISHARES TR $00.00%0 -50-100.0% -$5,285 清仓
INFY INFOSYS LTD $00.00%0 -296-100.0% -$5,275 清仓
CAR AVIS BUDGET GROUP $00.00%0 -41-100.0% -$5,262 清仓
PCVX VAXCYTE INC $00.00%0 -114-100.0% -$5,261 清仓
MMS MAXIMUS INC $00.00%0 -60-100.0% -$5,180 清仓
UMBF UMB FINL CORP $00.00%0 -45-100.0% -$5,177 清仓
PRI PRIMERICA INC $00.00%0 -20-100.0% -$5,168 清仓
RHI ROBERT HALF INC. $00.00%0 -190-100.0% -$5,162 清仓
VECO VEECO INSTRS INC DEL $00.00%0 -180-100.0% -$5,145 清仓
— CRINETICS PHARMACEUTICALS IN $00.00%0 -110-100.0% -$5,121 清仓
RY ROYAL BK CDA $00.00%0 -30-100.0% -$5,115 清仓
DUSA DAVIS FUNDAMENTAL ETF TR $00.00%0 -100-100.0% -$5,113 清仓
WIT WIPRO LTD $00.00%0 -1,800-100.0% -$5,112 清仓
WFRD WEATHERFORD INTL PLC $00.00%0 -65-100.0% -$5,087 清仓
MGA MAGNA INTL INC $00.00%0 -94-100.0% -$5,011 清仓
CNK CINEMARK HLDGS INC $00.00%0 -215-100.0% -$4,997 清仓
— TEMA ETF TRUST $00.00%0 -141-100.0% -$4,976 清仓
MTG MGIC INVT CORP WIS $00.00%0 -170-100.0% -$4,968 清仓
PY PRINCIPAL EXCHANGE TRADED FD $00.00%0 -95-100.0% -$4,961 清仓
PBH PRESTIGE CONSMR HEALTHCARE I $00.00%0 -80-100.0% -$4,936 清仓
SN SHARKNINJA INC $00.00%0 -44-100.0% -$4,924 清仓
LOGI LOGITECH INTL S A $00.00%0 -49-100.0% -$4,911 清仓
AAT AMERICAN ASSETS TR INC $00.00%0 -259-100.0% -$4,898 清仓
CM CANADIAN IMPERIAL BANK OF CO $00.00%0 -54-100.0% -$4,893 清仓
AIPO TIDAL TRUST II $00.00%0 -220-100.0% -$4,872 清仓
— NET LEASE OFFICE PROPERTIES $00.00%0 -188-100.0% -$4,850 清仓
— BARON ETF TR $00.00%0 -200-100.0% -$4,836 清仓
RARE ULTRAGENYX PHARMACEUTICAL IN $00.00%0 -210-100.0% -$4,830 清仓
TENB TENABLE HLDGS INC $00.00%0 -205-100.0% -$4,824 清仓
IHAK ISHARES TR $00.00%0 -100-100.0% -$4,812 清仓
MYRG MYR GROUP INC DEL $00.00%0 -22-100.0% -$4,807 清仓
OII OCEANEERING INTL INC $00.00%0 -200-100.0% -$4,806 清仓
IGRO ISHARES TR $00.00%0 -58-100.0% -$4,801 清仓
DVA DAVITA INC $00.00%0 -42-100.0% -$4,773 清仓
CWEN CLEARWAY ENERGY INC $00.00%0 -141-100.0% -$4,690 清仓
APPF APPFOLIO INC $00.00%0 -20-100.0% -$4,654 清仓