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 |
|---|---|---|---|---|---|---|---|---|
| DFIP | DIMENSIONAL ETF TRUST | $138.81万 | 0.05% | 33,648 | -2,972 | -8.1% | -$12.26万 | 减仓 |
| BLK | BLACKROCK INC | $136.79万 | 0.04% | 1,422 | -41 | -2.8% | -$3.94万 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $136.67万 | 0.04% | 50,881 | 24,636 | 93.9% | $66.17万 | 加仓 |
| EWC | ISHARES INC | $135.79万 | 0.04% | 23,558 | 5,636 | 31.4% | $32.49万 | 加仓 |
| XJH | ISHARES TR | $134.87万 | 0.04% | 25,861 | -29 | -0.1% | -$1,512 | 减仓 |
| BKFI | BNY MELLON ETF TRUST II | $134.79万 | 0.04% | 56,338 | -25,608 | -31.2% | -$61.27万 | 减仓 |
| KLAC | KLA CORP | $132.12万 | 0.04% | 4,379 | 419 | 10.6% | $12.64万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $131.65万 | 0.04% | 9,103 | 105 | 1.2% | $1.52万 | 加仓 |
| MO | ALTRIA GROUP INC | $131.19万 | 0.04% | 18,233 | -1,429 | -7.3% | -$10.28万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $130.89万 | 0.04% | 32,206 | -2,272 | -6.6% | -$9.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $130.37万 | 0.04% | 14,853 | -6,919 | -31.8% | -$60.73万 | 减仓 |
| EPP | ISHARES INC | $129.11万 | 0.04% | 24,242 | 3,417 | 16.4% | $18.20万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $125.93万 | 0.04% | 21,098 | -1,255 | -5.6% | -$7.49万 | 减仓 |
| SNPS | SYNOPSYS INC | $125.30万 | 0.04% | 2,809 | -486 | -14.7% | -$21.68万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $125.12万 | 0.04% | 8,818 | -1 | -0.0% | -$142 | 减仓 |
| T | AT&T INC | $124.49万 | 0.04% | 60,139 | -5,275 | -8.1% | -$10.92万 | 减仓 |
| PFE | PFIZER INC | $124.46万 | 0.04% | 51,687 | -2,439 | -4.5% | -$5.87万 | 减仓 |
| SBUX | STARBUCKS CORP | $124.33万 | 0.04% | 12,167 | -449 | -3.6% | -$4.59万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $124.16万 | 0.04% | 42,187 | 1 | 0.0% | $29 | 加仓 |
| PGR | PROGRESSIVE CORP | $124.02万 | 0.04% | 5,677 | 155 | 2.8% | $3.39万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $123.97万 | 0.04% | 25,598 | -3,378 | -11.7% | -$16.36万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $122.56万 | 0.04% | 5,159 | 1 | 0.0% | $238 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $122.01万 | 0.04% | 3,068 | -124 | -3.9% | -$4.93万 | 减仓 |
| IVW | ISHARES TR | $120.83万 | 0.04% | 8,786 | 2 | 0.0% | $275 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $119.74万 | 0.04% | 2,352 | -770 | -24.7% | -$39.20万 | 减仓 |
| EOG | EOG RES INC | $119.19万 | 0.04% | 9,187 | -250 | -2.6% | -$3.24万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $118.45万 | 0.04% | 15,815 | 74 | 0.5% | $5,542 | 加仓 |
| — | ISHARES TR | $115.82万 | 0.04% | 19,988 | 130 | 0.7% | $7,533 | 加仓 |
| MS | MORGAN STANLEY | $114.90万 | 0.04% | 5,496 | 1,033 | 23.1% | $21.60万 | 加仓 |
| EG | EVEREST GROUP LTD | $113.53万 | 0.04% | 3,178 | -550 | -14.8% | -$19.65万 | 减仓 |
| — | TRUBRIDGE INC | $111.89万 | 0.04% | 42,691 | -3,400 | -7.4% | -$8.91万 | 减仓 |
| SHY | ISHARES TR | $111.32万 | 0.04% | 13,558 | 2,268 | 20.1% | $18.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $111.02万 | 0.04% | 2,179 | -40 | -1.8% | -$2.04万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $110.76万 | 0.04% | 1,734 | 421 | 32.1% | $26.89万 | 加仓 |
| SNDK | SANDISK CORP | $110.73万 | 0.04% | 487 | -160 | -24.7% | -$36.38万 | 减仓 |
| CB | CHUBB LIMITED | $110.73万 | 0.04% | 3,249 | 126 | 4.0% | $4.29万 | 加仓 |
| CRM | SALESFORCE INC | $110.07万 | 0.04% | 7,025 | -726 | -9.4% | -$11.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $108.51万 | 0.04% | 8,588 | -629 | -6.8% | -$7.95万 | 减仓 |
| ADNT | ADIENT PLC | $108.41万 | 0.04% | 58,985 | 8,208 | 16.2% | $15.09万 | 加仓 |
| ESGE | ISHARES INC | $107.57万 | 0.04% | 19,668 | -3,217 | -14.1% | -$17.59万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $104.38万 | 0.03% | 8,148 | 8,148 | — | $104.38万 | 新建仓 |
| IHDG | WISDOMTREE TR | $103.48万 | 0.03% | 19,756 | 19,756 | — | $103.48万 | 新建仓 |
| GLD | SPDR GOLD TR | $102.99万 | 0.03% | 2,796 | 19 | 0.7% | $6,998 | 加仓 |
| IUSB | ISHARES TR | $102.46万 | 0.03% | 22,202 | 1,979 | 9.8% | $9.13万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $100.88万 | 0.03% | 4,734 | 4,180 | 754.5% | $89.08万 | 重新持有 |
| IVE | ISHARES TR | $100.05万 | 0.03% | 4,407 | -28 | -0.6% | -$6,357 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $100.00万 | 0.03% | 10,370 | -834 | -7.4% | -$8.04万 | 减仓 |
| CVS | CVS HEALTH CORP | $99.22万 | 0.03% | 9,591 | -817 | -7.8% | -$8.45万 | 减仓 |
| IJK | ISHARES TR | $97.86万 | 0.03% | 8,329 | 4 | 0.0% | $470 | 加仓 |
| ITOT | ISHARES TR | $97.00万 | 0.03% | 5,904 | 3 | 0.1% | $493 | 加仓 |
| PAYX | PAYCHEX INC | $96.62万 | 0.03% | 9,826 | 127 | 1.3% | $1.25万 | 加仓 |
| UNP | UNION PAC CORP | $96.37万 | 0.03% | 3,544 | 33 | 0.9% | $8,974 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.60万 | 0.03% | 23,556 | 0 | 0.0% | — | 不变 |
| UJUN | INNOVATOR ETFS TRUST | $94.26万 | 0.03% | 24,458 | 12,028 | 96.8% | $46.36万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $93.66万 | 0.03% | 40,492 | -1,847 | -4.4% | -$4.27万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $93.20万 | 0.03% | 3,128 | 94 | 3.1% | $2.80万 | 加仓 |
| — | ISHARES TR | $92.62万 | 0.03% | 17,560 | 56 | 0.3% | $2,954 | 加仓 |
| SPSM | SPDR SERIES TRUST | $92.26万 | 0.03% | 15,997 | 13,605 | 568.8% | $78.46万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $91.18万 | 0.03% | 13,044 | -371 | -2.8% | -$2.59万 | 减仓 |
| MCK | MCKESSON CORP | $90.46万 | 0.03% | 1,197 | -67 | -5.3% | -$5.06万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $88.96万 | 0.03% | 4,805 | -386 | -7.4% | -$7.15万 | 减仓 |
| MMM | 3M CO | $88.79万 | 0.03% | 5,484 | -551 | -9.1% | -$8.92万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $88.64万 | 0.03% | 24,040 | 115 | 0.5% | $4,240 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $86.12万 | 0.03% | 8,010 | 176 | 2.2% | $1.89万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $86.04万 | 0.03% | 4,268 | -1,598 | -27.2% | -$32.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $84.84万 | 0.03% | 11,413 | 2,504 | 28.1% | $18.61万 | 加仓 |
| ORI | OLD REP INTL CORP | $84.58万 | 0.03% | 20,670 | -285 | -1.4% | -$1.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $84.23万 | 0.03% | 13,856 | -52 | -0.4% | -$3,161 | 减仓 |
| VLO | VALERO ENERGY CORP | $83.89万 | 0.03% | 3,221 | -197 | -5.8% | -$5.13万 | 减仓 |
| PFF | ISHARES TR | $83.38万 | 0.03% | 27,345 | -520 | -1.9% | -$1.59万 | 减仓 |
| TTD | THE TRADE DESK INC | $83.32万 | 0.03% | 46,085 | 77 | 0.2% | $1,392 | 加仓 |
| IWF | ISHARES TR | $83.25万 | 0.03% | 6,704 | -4,200 | -38.5% | -$52.15万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $83.18万 | 0.03% | 9,167 | -14,649 | -61.5% | -$132.93万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $82.64万 | 0.03% | 15,688 | -2,620 | -14.3% | -$13.80万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $82.44万 | 0.03% | 3,319 | -119 | -3.5% | -$2.96万 | 减仓 |
| ASML | ASML HLDG NV | $81.57万 | 0.03% | 410 | 82 | 25.0% | $16.31万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $80.79万 | 0.03% | 21,966 | 7,023 | 47.0% | $25.83万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $79.35万 | 0.03% | 19,305 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $78.61万 | 0.03% | 2,370 | -95 | -3.9% | -$3.15万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $77.95万 | 0.03% | 7,938 | 7,938 | — | $77.95万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $76.96万 | 0.03% | 19,179 | -1,203 | -5.9% | -$4.83万 | 减仓 |
| DAL | DELTA AIR LINES INC | $76.82万 | 0.03% | 8,202 | 1,346 | 19.6% | $12.61万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $76.81万 | 0.03% | 785 | -12 | -1.5% | -$1.17万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $76.74万 | 0.03% | 14,758 | -73 | -0.5% | -$3,796 | 减仓 |
| EEM | ISHARES TR | $76.56万 | 0.03% | 11,192 | -250 | -2.2% | -$1.71万 | 减仓 |
| IJS | ISHARES TR | $74.98万 | 0.02% | 5,486 | 2 | 0.0% | $273 | 加仓 |
| EEMV | ISHARES INC | $74.75万 | 0.02% | 9,930 | -113 | -1.1% | -$8,507 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $74.42万 | 0.02% | 5,093 | -324 | -6.0% | -$4.73万 | 减仓 |
| MET | METLIFE INC | $74.19万 | 0.02% | 8,769 | -167 | -1.9% | -$1.41万 | 减仓 |
| HON | HONEYWELL INTL INC | $74.10万 | 0.02% | 3,309 | -3,179 | -49.0% | -$71.19万 | 减仓 |
| — | NUSHARES ETF TR | $73.86万 | 0.02% | 34,459 | 170 | 0.5% | $3,644 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $73.57万 | 0.02% | 1,481 | 464 | 45.6% | $23.05万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $73.03万 | 0.02% | 17,409 | 17,409 | — | $73.03万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $71.86万 | 0.02% | 21,058 | -1,356 | -6.0% | -$4.63万 | 减仓 |
| DHR | DANAHER CORP DEL | $71.85万 | 0.02% | 3,772 | 386 | 11.4% | $7.35万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $71.77万 | 0.02% | 3,247 | 3,247 | — | $71.77万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $71.33万 | 0.02% | 10,488 | -652 | -5.9% | -$4.43万 | 减仓 |
| SYK | STRYKER CORPORATION | $70.74万 | 0.02% | 2,247 | 137 | 6.5% | $4.31万 | 加仓 |
| NOW | SERVICENOW INC | $70.50万 | 0.02% | 7,101 | -717 | -9.2% | -$7.12万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $70.40万 | 0.02% | 5,562 | -104 | -1.8% | -$1.32万 | 减仓 |