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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $69.68万 | 0.02% | 5,144 | -60 | -1.2% | -$8,128 | 减仓 |
| NUMV | NUSHARES ETF TR | $69.58万 | 0.02% | 16,000 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $69.52万 | 0.02% | 18,780 | -955 | -4.8% | -$3.54万 | 减仓 |
| ACWX | ISHARES TR | $69.33万 | 0.02% | 9,110 | 98 | 1.1% | $7,459 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $69.28万 | 0.02% | 14,927 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.98万 | 0.02% | 5,912 | -1,168 | -16.5% | -$13.63万 | 减仓 |
| EDV | VANGUARD WORLD FD | $68.57万 | 0.02% | 10,536 | 124 | 1.2% | $8,070 | 加仓 |
| IJJ | ISHARES TR | $68.29万 | 0.02% | 4,623 | 25 | 0.5% | $3,693 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $68.04万 | 0.02% | 13,384 | 33 | 0.2% | $1,678 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $67.73万 | 0.02% | 13,877 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $67.49万 | 0.02% | 3,543 | -23 | -0.6% | -$4,381 | 减仓 |
| F | FORD MTR CO | $67.44万 | 0.02% | 48,515 | -7,939 | -14.1% | -$11.04万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $67.38万 | 0.02% | 9,616 | -746 | -7.2% | -$5.23万 | 减仓 |
| QCOM | QUALCOMM INC | $67.32万 | 0.02% | 3,643 | -587 | -13.9% | -$10.85万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $67.15万 | 0.02% | 6,959 | 5,188 | 292.9% | $50.06万 | 重新持有 |
| BKLN | INVESCO EXCH TRADED FD TR II | $66.95万 | 0.02% | 32,865 | -2,496 | -7.1% | -$5.08万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $66.85万 | 0.02% | 8,715 | -1,022 | -10.5% | -$7.84万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $66.83万 | 0.02% | 10,627 | -23 | -0.2% | -$1,446 | 减仓 |
| SJM | SMUCKER J M CO | $66.40万 | 0.02% | 5,902 | 46 | 0.8% | $5,175 | 加仓 |
| NKE | NIKE INC | $65.95万 | 0.02% | 16,065 | 463 | 3.0% | $1.90万 | 加仓 |
| WFC | WELLS FARGO & CO | $65.55万 | 0.02% | 7,932 | 134 | 1.7% | $1.11万 | 加仓 |
| CSX | CSX CORP | $65.43万 | 0.02% | 13,766 | -136 | -1.0% | -$6,464 | 减仓 |
| XPO | XPO INC | $64.93万 | 0.02% | 3,163 | -15 | -0.5% | -$3,079 | 减仓 |
| USB | US BANCORP | $63.92万 | 0.02% | 10,582 | -2,476 | -19.0% | -$14.96万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $62.77万 | 0.02% | 2,583 | -328 | -11.3% | -$7.97万 | 减仓 |
| NUMG | NUSHARES ETF TR | $62.46万 | 0.02% | 13,300 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $61.94万 | 0.02% | 2,861 | 123 | 4.5% | $2.66万 | 加仓 |
| EMR | EMERSON ELEC CO | $61.61万 | 0.02% | 4,303 | -180 | -4.0% | -$2.58万 | 减仓 |
| — | CALAMOS ETF TR | $61.19万 | 0.02% | 22,921 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $60.44万 | 0.02% | 3,564 | -8 | -0.2% | -$1,357 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $60.03万 | 0.02% | 4,388 | -454 | -9.4% | -$6.21万 | 减仓 |
| ABCB | AMERIS BANCORP | $59.31万 | 0.02% | 6,571 | -562 | -7.9% | -$5.07万 | 减仓 |
| BCPC | BALCHEM CORP | $58.91万 | 0.02% | 3,486 | -249 | -6.7% | -$4.21万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $58.64万 | 0.02% | 8,087 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $58.39万 | 0.02% | 20,576 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $58.39万 | 0.02% | 7,464 | -541 | -6.8% | -$4.23万 | 减仓 |
| NUBD | NUSHARES ETF TR | $58.38万 | 0.02% | 26,374 | -9,478 | -26.4% | -$20.98万 | 减仓 |
| ASTE | ASTEC INDS INC | $58.16万 | 0.02% | 9,504 | -636 | -6.3% | -$3.89万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $58.10万 | 0.02% | 1,735 | 402 | 30.2% | $13.46万 | 加仓 |
| HYD | VANECK ETF TRUST | $57.53万 | 0.02% | 11,169 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $57.28万 | 0.02% | 289 | 3 | 1.0% | $5,946 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $56.96万 | 0.02% | 43,780 | -65,387 | -59.9% | -$85.07万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $56.92万 | 0.02% | 68,824 | 8,626 | 14.3% | $7.13万 | 加仓 |
| COP | CONOCOPHILLIPS | $56.89万 | 0.02% | 5,472 | -454 | -7.7% | -$4.72万 | 减仓 |
| EXC | EXELON CORP | $56.73万 | 0.02% | 12,168 | 612 | 5.3% | $2.85万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $56.32万 | 0.02% | 13,979 | 1,187 | 9.3% | $4.78万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $56.21万 | 0.02% | 9,719 | 131 | 1.4% | $7,577 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $56.16万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $56.02万 | 0.02% | 1,394 | -20 | -1.4% | -$8,037 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $54.50万 | 0.02% | 8,065 | -1,964 | -19.6% | -$13.27万 | 减仓 |
| HUM | HUMANA INC | $54.44万 | 0.02% | 1,370 | 5 | 0.4% | $1,987 | 加仓 |
| TFC | TRUIST FINL CORP | $54.25万 | 0.02% | 10,888 | -1,177 | -9.8% | -$5.86万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.20万 | 0.02% | 9,232 | 342 | 3.8% | $1.97万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $53.06万 | 0.02% | 6,170 | -505 | -7.6% | -$4.34万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $52.97万 | 0.02% | 5,880 | -276 | -4.5% | -$2.49万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $52.87万 | 0.02% | 17,506 | -2,567 | -12.8% | -$7.75万 | 减仓 |
| FTNT | FORTINET INC | $52.74万 | 0.02% | 3,433 | 86 | 2.6% | $1.32万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $51.12万 | 0.02% | 1,889 | -58 | -3.0% | -$1.57万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $51.07万 | 0.02% | 11,227 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $50.74万 | 0.02% | 4,179 | -81 | -1.9% | -$9,835 | 减仓 |
| SMMU | PIMCO ETF TR | $50.47万 | 0.02% | 9,994 | 71 | 0.7% | $3,585 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $50.37万 | 0.02% | 17,750 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $50.10万 | 0.02% | 6,635 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $50.01万 | 0.02% | 1,228 | -71 | -5.5% | -$2.89万 | 减仓 |
| OMCL | OMNICELL COM | $49.86万 | 0.02% | 12,009 | -932 | -7.2% | -$3.87万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $49.86万 | 0.02% | 6,690 | -873 | -11.5% | -$6.51万 | 减仓 |
| SUSB | ISHARES TR | $49.83万 | 0.02% | 19,941 | -9,702 | -32.7% | -$24.25万 | 减仓 |
| DEM | WISDOMTREE TR | $49.01万 | 0.02% | 9,112 | 589 | 6.9% | $3.17万 | 加仓 |
| EIX | EDISON INTL | $48.10万 | 0.02% | 6,461 | -520 | -7.4% | -$3.87万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $47.99万 | 0.02% | 13,785 | 10 | 0.1% | $348 | 加仓 |
| NEM | NEWMONT CORP | $47.85万 | 0.02% | 5,123 | 132 | 2.6% | $1.23万 | 加仓 |
| CME | CME GROUP INC | $47.50万 | 0.02% | 2,151 | -143 | -6.2% | -$3.16万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $47.39万 | 0.02% | 11,371 | -5,156 | -31.2% | -$21.49万 | 减仓 |
| XEL | XCEL ENERGY INC | $46.99万 | 0.02% | 5,852 | -764 | -11.5% | -$6.13万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $46.58万 | 0.02% | 5,145 | -40 | -0.8% | -$3,621 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.40万 | 0.02% | 3,502 | -60 | -1.7% | -$7,949 | 减仓 |
| BX | BLACKSTONE INC | $46.34万 | 0.02% | 3,938 | -35 | -0.9% | -$4,119 | 减仓 |
| — | GENCOR INDS INC | $46.25万 | 0.02% | 30,997 | -2,517 | -7.5% | -$3.76万 | 减仓 |
| GM | GENERAL MTRS CO | $46.15万 | 0.02% | 5,987 | 1,039 | 21.0% | $8.01万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $46.12万 | 0.02% | 18,788 | -2,729 | -12.7% | -$6.70万 | 减仓 |
| SO | SOUTHERN CO | $46.08万 | 0.02% | 4,814 | -205 | -4.1% | -$1.96万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $46.00万 | 0.02% | 9,255 | 493 | 5.6% | $2.45万 | 加仓 |
| FLS | FLOWSERVE CORP | $45.72万 | 0.01% | 6,165 | -35 | -0.6% | -$2,596 | 减仓 |
| MMSI | MERIT MED SYS INC | $45.38万 | 0.01% | 6,544 | 1,441 | 28.2% | $9.99万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $44.99万 | 0.01% | 7,981 | 245 | 3.2% | $1.38万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $44.99万 | 0.01% | 981 | 2 | 0.2% | $917 | 加仓 |
| IGM | ISHARES TR | $44.79万 | 0.01% | 2,738 | -30 | -1.1% | -$4,908 | 减仓 |
| — | INNOVATOR ETFS TRUST | $44.68万 | 0.01% | 15,959 | -17 | -0.1% | -$476 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $44.67万 | 0.01% | 1,787 | 30 | 1.7% | $7,499 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $44.58万 | 0.01% | 3,567 | -240 | -6.3% | -$3.00万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.56万 | 0.01% | 12,333 | 110 | 0.9% | $3,974 | 加仓 |
| EQIX | EQUINIX INC | $44.20万 | 0.01% | 424 | 180 | 73.8% | $18.76万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $44.14万 | 0.01% | 9,090 | 29 | 0.3% | $1,408 | 加仓 |
| HEI/A | HEICO CORP NEW | $44.13万 | 0.01% | 1,711 | 10 | 0.6% | $2,579 | 加仓 |
| TXT | TEXTRON INC | $43.85万 | 0.01% | 4,780 | -19 | -0.4% | -$1,743 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $43.49万 | 0.01% | 4,182 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.45万 | 0.01% | 8,168 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $43.23万 | 0.01% | 7,678 | 80 | 1.1% | $4,505 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $42.85万 | 0.01% | 9,086 | -109 | -1.2% | -$5,140 | 减仓 |
| NOBL | PROSHARES TR | $42.37万 | 0.01% | 7,545 | -619 | -7.6% | -$3.48万 | 减仓 |