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 |
|---|---|---|---|---|---|---|---|---|
| HELO | J P MORGAN EXCHANGE TRADED F | $64.10万 | 0.02% | 10,029 | -946 | -8.6% | -$6.05万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $64.07万 | 0.02% | 14,831 | -123 | -0.8% | -$5,314 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $63.79万 | 0.02% | 13,877 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $63.46万 | 0.02% | 4,842 | -1,165 | -19.4% | -$15.27万 | 减仓 |
| BCPC | BALCHEM CORP | $63.31万 | 0.02% | 3,735 | -209 | -5.3% | -$3.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $63.25万 | 0.02% | 2,911 | -909 | -23.8% | -$19.75万 | 减仓 |
| MET | METLIFE INC | $63.19万 | 0.02% | 8,936 | -941 | -9.5% | -$6.65万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $62.60万 | 0.02% | 10,650 | 2,901 | 37.4% | $17.05万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $62.14万 | 0.02% | 10,362 | -1,363 | -11.6% | -$8.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $62.08万 | 0.02% | 7,798 | -5,381 | -40.8% | -$42.84万 | 减仓 |
| NUMV | NUSHARES ETF TR | $62.03万 | 0.02% | 16,000 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $61.92万 | 0.02% | 6,708 | -380 | -5.4% | -$3.51万 | 减仓 |
| XPO | XPO INC | $61.83万 | 0.02% | 3,178 | -705 | -18.2% | -$13.72万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $61.79万 | 0.02% | 3,117 | -175 | -5.3% | -$3.47万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $61.77万 | 0.02% | 21,517 | -79 | -0.4% | -$2,268 | 减仓 |
| ACWX | ISHARES TR | $61.70万 | 0.02% | 9,012 | -10 | -0.1% | -$685 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $61.15万 | 0.02% | 26,245 | 26,245 | — | $61.15万 | 新建仓 |
| IJJ | ISHARES TR | $60.92万 | 0.02% | 4,598 | -1 | -0.0% | -$132 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $59.76万 | 0.02% | 8,087 | 8,072 | 53,813.3% | $59.65万 | 加仓 |
| — | CALAMOS ETF TR | $59.40万 | 0.02% | 22,921 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $58.74万 | 0.02% | 4,483 | -9,334 | -67.6% | -$122.30万 | 减仓 |
| IAU | ISHARES GOLD TR | $58.49万 | 0.02% | 6,635 | -880 | -11.7% | -$7.76万 | 减仓 |
| KLAC | KLA CORP | $58.31万 | 0.02% | 396 | 142 | 55.9% | $20.91万 | 加仓 |
| GCOW | PACER FDS TR | $57.63万 | 0.02% | 12,464 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $57.51万 | 0.02% | 14,085 | 13,651 | 3,145.4% | $55.74万 | 加仓 |
| CSX | CSX CORP | $57.07万 | 0.02% | 13,902 | -257 | -1.8% | -$1.06万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $56.92万 | 0.02% | 7,563 | -891 | -10.5% | -$6.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $56.88万 | 0.02% | 20,576 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $56.65万 | 0.02% | 11,556 | -27,782 | -70.6% | -$136.19万 | 减仓 |
| SJM | SMUCKER J M CO | $56.47万 | 0.02% | 5,856 | 24 | 0.4% | $2,314 | 加仓 |
| HYD | VANECK ETF TRUST | $56.00万 | 0.02% | 11,169 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $55.63万 | 0.02% | 7,133 | -33 | -0.5% | -$2,574 | 减仓 |
| TFC | TRUIST FINL CORP | $55.46万 | 0.02% | 12,065 | -35,382 | -74.6% | -$162.64万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $55.26万 | 0.02% | 9,588 | -826 | -7.9% | -$4.76万 | 减仓 |
| SPGI | S&P GLOBAL INC | $55.24万 | 0.02% | 1,299 | -77 | -5.6% | -$3.27万 | 减仓 |
| NUMG | NUSHARES ETF TR | $54.64万 | 0.02% | 13,300 | 0 | 0.0% | — | 不变 |
| ASTE | ASTEC INDS INC | $54.59万 | 0.02% | 10,140 | -6 | -0.1% | -$323 | 减仓 |
| BA | BOEING CO | $54.50万 | 0.02% | 2,738 | -70 | -2.5% | -$1.39万 | 减仓 |
| QCOM | QUALCOMM INC | $54.47万 | 0.02% | 4,230 | -101 | -2.3% | -$1.30万 | 减仓 |
| NEM | NEWMONT CORP | $54.03万 | 0.02% | 4,991 | -567 | -10.2% | -$6.14万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.92万 | 0.02% | 8,890 | -2,144 | -19.4% | -$13.00万 | 减仓 |
| APH | AMPHENOL CORP | $53.07万 | 0.02% | 4,200 | 938 | 28.8% | $11.85万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $52.95万 | 0.02% | 6,675 | -20 | -0.3% | -$1,587 | 减仓 |
| XEL | XCEL ENERGY INC | $52.56万 | 0.02% | 6,616 | -585 | -8.1% | -$4.65万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $52.44万 | 0.02% | 20,073 | -2,065 | -9.3% | -$5.39万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $52.18万 | 0.02% | 3,807 | -16 | -0.4% | -$2,193 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $51.48万 | 0.02% | 5,155 | 5,155 | — | $51.48万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $51.35万 | 0.02% | 12,792 | 91 | 0.7% | $3,653 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $51.22万 | 0.02% | 11,227 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $51.09万 | 0.02% | 6,981 | -328 | -4.5% | -$2.40万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.70万 | 0.02% | 1,947 | -219 | -10.1% | -$5.70万 | 减仓 |
| SHOP | SHOPIFY INC | $50.64万 | 0.02% | 4,269 | -2,944 | -40.8% | -$34.92万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $50.54万 | 0.02% | 14,943 | 5,425 | 57.0% | $18.35万 | 加仓 |
| — | GENCOR INDS INC | $50.27万 | 0.02% | 33,514 | -84 | -0.3% | -$1,260 | 减仓 |
| SMMU | PIMCO ETF TR | $50.06万 | 0.02% | 9,923 | 69 | 0.7% | $3,481 | 加仓 |
| INTU | INTUIT | $49.39万 | 0.02% | 1,142 | 358 | 45.7% | $15.48万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $49.18万 | 0.02% | 60,198 | 507 | 0.8% | $4,142 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $48.93万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $48.70万 | 0.02% | 21,046 | -11 | -0.1% | -$255 | 减仓 |
| SO | SOUTHERN CO | $48.45万 | 0.02% | 5,019 | -14,739 | -74.6% | -$142.27万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $48.17万 | 0.02% | 3,562 | 6 | 0.2% | $811 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.40万 | 0.02% | 3,566 | -842 | -19.1% | -$11.19万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $46.65万 | 0.02% | 17,750 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $46.29万 | 0.02% | 6,156 | 199 | 3.3% | $1.50万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $46.29万 | 0.02% | 12,430 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $45.85万 | 0.02% | 3,385 | -313 | -8.5% | -$4.24万 | 减仓 |
| BX | BLACKSTONE INC | $45.68万 | 0.02% | 3,973 | -144 | -3.5% | -$1.66万 | 减仓 |
| FLS | FLOWSERVE CORP | $45.58万 | 0.02% | 6,200 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $45.58万 | 0.02% | 6,856 | 3,663 | 114.7% | $24.35万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $45.50万 | 0.02% | 961 | -113 | -10.5% | -$5.35万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $45.45万 | 0.02% | 1,414 | 47 | 3.4% | $1.51万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $45.41万 | 0.02% | 1,017 | -285 | -21.9% | -$12.73万 | 减仓 |
| STT | STATE STR CORP | $45.20万 | 0.02% | 3,572 | -76 | -2.1% | -$9,618 | 减仓 |
| CCI | CROWN CASTLE INC | $44.48万 | 0.02% | 5,470 | -128 | -2.3% | -$1.04万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.40万 | 0.02% | 3,046 | 483 | 18.8% | $7.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.55万 | 0.02% | 15,976 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $43.49万 | 0.02% | 979 | -44 | -4.3% | -$1.95万 | 减仓 |
| ASML | ASML HLDG NV | $43.32万 | 0.02% | 328 | -14 | -4.1% | -$1.85万 | 减仓 |
| NOBL | PROSHARES TR | $43.28万 | 0.02% | 4,082 | -241 | -5.6% | -$2.56万 | 减仓 |
| OMCL | OMNICELL COM | $43.20万 | 0.02% | 12,941 | -43 | -0.3% | -$1,435 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.17万 | 0.02% | 8,168 | -2,835 | -25.8% | -$14.98万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $43.12万 | 0.02% | 5,786 | -792 | -12.0% | -$5.90万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $42.98万 | 0.02% | 102 | -25 | -19.7% | -$10.54万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $42.84万 | 0.02% | 4,182 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $42.67万 | 0.02% | 4,260 | 694 | 19.5% | $6.95万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $42.65万 | 0.02% | 9,195 | 3,581 | 63.8% | $16.61万 | 加仓 |
| DEM | WISDOMTREE TR | $42.35万 | 0.02% | 8,523 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $42.22万 | 0.02% | 13,716 | -73 | -0.5% | -$2,247 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $42.08万 | 0.02% | 1,286 | -11 | -0.8% | -$3,599 | 减仓 |
| TXT | TEXTRON INC | $42.02万 | 0.02% | 4,799 | 9 | 0.2% | $788 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.01万 | 0.02% | 13,775 | -928 | -6.3% | -$2.83万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $42.01万 | 0.02% | 9,061 | -135 | -1.5% | -$6,259 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.87万 | 0.02% | 1,521 | -56 | -3.6% | -$1.54万 | 减仓 |
| OMC | OMNICOM GROUP INC | $41.13万 | 0.02% | 5,461 | -656 | -10.7% | -$4.94万 | 减仓 |
| SNDK | SANDISK CORP | $41.11万 | 0.02% | 647 | 64 | 11.0% | $4.07万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $40.83万 | 0.01% | 6,215 | -63,276 | -91.1% | -$415.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $40.30万 | 0.01% | 1,174 | 13 | 1.1% | $4,462 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $40.11万 | 0.01% | 8,762 | 105 | 1.2% | $4,806 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $39.85万 | 0.01% | 4,296 | 6 | 0.1% | $557 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.75万 | 0.01% | 10,103 | 0 | 0.0% | — | 不变 |