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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $39.44万 | 0.01% | 286 | -24 | -7.7% | -$3.31万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $39.36万 | 0.01% | 1,564 | 28 | 1.8% | $7,047 | 加仓 |
| FE | FIRSTENERGY CORP | $39.26万 | 0.01% | 7,750 | -1,677 | -17.8% | -$8.50万 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.69万 | 0.01% | 1,962 | 1,962 | — | $38.69万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $38.61万 | 0.01% | 3,335 | -527 | -13.6% | -$6.10万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $38.47万 | 0.01% | 4,971 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $37.69万 | 0.01% | 2,985 | -138 | -4.4% | -$1.74万 | 减仓 |
| USFD | US FOODS HLDG CORP | $37.52万 | 0.01% | 4,069 | -150 | -3.6% | -$1.38万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $37.49万 | 0.01% | 1,912 | -18 | -0.9% | -$3,530 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $37.24万 | 0.01% | 8,761 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $36.87万 | 0.01% | 5,792 | -3,387 | -36.9% | -$21.56万 | 减仓 |
| GM | GENERAL MTRS CO | $36.86万 | 0.01% | 4,948 | -408 | -7.6% | -$3.04万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $36.79万 | 0.01% | 14,149 | -36 | -0.3% | -$936 | 减仓 |
| TIP | ISHARES TR | $36.34万 | 0.01% | 3,293 | -369 | -10.1% | -$4.07万 | 减仓 |
| UMI | USCF ETF TR | $36.33万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $36.31万 | 0.01% | 10,007 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $35.98万 | 0.01% | 7,024 | 112 | 1.6% | $5,738 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $35.95万 | 0.01% | 7,736 | 3,367 | 77.1% | $15.65万 | 加仓 |
| HEI/A | HEICO CORP NEW | $35.91万 | 0.01% | 1,701 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $35.82万 | 0.01% | 7,598 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $35.78万 | 0.01% | 9,351 | -482 | -4.9% | -$1.84万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $35.67万 | 0.01% | 4,213 | -37 | -0.9% | -$3,133 | 减仓 |
| FBNC | FIRST BANCORP N C | $35.61万 | 0.01% | 6,320 | -28 | -0.4% | -$1,578 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $35.60万 | 0.01% | 3,848 | -24 | -0.6% | -$2,220 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $35.54万 | 0.01% | 12,223 | -1,091 | -8.2% | -$3.17万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $35.52万 | 0.01% | 1,313 | 155 | 13.4% | $4.19万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $35.42万 | 0.01% | 5,185 | -640 | -11.0% | -$4.37万 | 减仓 |
| MSA | MSA SAFETY INC | $35.22万 | 0.01% | 2,148 | -10 | -0.5% | -$1,640 | 减仓 |
| MMSI | MERIT MED SYS INC | $35.18万 | 0.01% | 5,103 | -32 | -0.6% | -$2,206 | 减仓 |
| ALL | ALLSTATE CORP | $35.10万 | 0.01% | 1,693 | 161 | 10.5% | $3.34万 | 加仓 |
| HWKN | HAWKINS INC | $35.04万 | 0.01% | 2,281 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $34.93万 | 0.01% | 11,615 | 11,615 | — | $34.93万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $34.70万 | 0.01% | 1,757 | -433 | -19.8% | -$8.55万 | 减仓 |
| GME | GAMESTOP CORP | $34.65万 | 0.01% | 15,040 | 5,000 | 49.8% | $11.52万 | 加仓 |
| GOVT | ISHARES TR | $34.50万 | 0.01% | 15,060 | -1,747 | -10.4% | -$4.00万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $34.50万 | 0.01% | 3,531 | -12,180 | -77.5% | -$119.00万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $34.13万 | 0.01% | 13,396 | 25 | 0.2% | $637 | 加仓 |
| CRH | CRH PLC | $34.06万 | 0.01% | 3,240 | -388 | -10.7% | -$4.08万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $33.73万 | 0.01% | 4,948 | 1 | 0.0% | $68 | 加仓 |
| AMT | AMERICAN TOWER CORP | $33.70万 | 0.01% | 1,953 | -205 | -9.5% | -$3.54万 | 减仓 |
| GGG | GRACO INC | $33.55万 | 0.01% | 3,963 | -18 | -0.5% | -$1,524 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $33.51万 | 0.01% | 6,574 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $33.41万 | 0.01% | 1,333 | -58 | -4.2% | -$1.45万 | 减仓 |
| GVI | ISHARES TR | $33.39万 | 0.01% | 3,130 | 369 | 13.4% | $3.94万 | 加仓 |
| IBDT | ISHARES TR | $33.07万 | 0.01% | 13,054 | 400 | 3.2% | $1.01万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $33.02万 | 0.01% | 1,086 | -9 | -0.8% | -$2,737 | 减仓 |
| ADBE | ADOBE INC | $32.96万 | 0.01% | 1,356 | -2,073 | -60.5% | -$50.39万 | 减仓 |
| IGM | ISHARES TR | $32.81万 | 0.01% | 2,768 | -62 | -2.2% | -$7,348 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $32.61万 | 0.01% | 4,534 | -1,946 | -30.0% | -$14.00万 | 减仓 |
| IWD | ISHARES TR | $32.52万 | 0.01% | 1,522 | -54 | -3.4% | -$1.15万 | 减仓 |
| MLI | MUELLER INDS INC | $32.36万 | 0.01% | 2,920 | -39 | -1.3% | -$4,322 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $32.31万 | 0.01% | 6,464 | 3 | 0.0% | $150 | 加仓 |
| INTF | ISHARES TR | $32.29万 | 0.01% | 8,287 | -29 | -0.3% | -$1,130 | 减仓 |
| WM | WASTE MGMT INC DEL | $32.16万 | 0.01% | 1,399 | -54 | -3.7% | -$1.24万 | 减仓 |
| CMF | ISHARES TR | $31.83万 | 0.01% | 5,598 | -3 | -0.1% | -$171 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $31.76万 | 0.01% | 6,682 | -9,080 | -57.6% | -$43.16万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $31.67万 | 0.01% | 3,064 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $31.50万 | 0.01% | 6,306 | 484 | 8.3% | $2.42万 | 加仓 |
| UNM | UNUM GROUP | $31.44万 | 0.01% | 4,305 | -319 | -6.9% | -$2.33万 | 减仓 |
| — | LIFETIME BRANDS INC | $31.30万 | 0.01% | 54,536 | 54 | 0.1% | $310 | 加仓 |
| ES | EVERSOURCE ENERGY | $31.22万 | 0.01% | 4,507 | 11 | 0.2% | $762 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $31.21万 | 0.01% | 6,379 | -1,307 | -17.0% | -$6.39万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $31.13万 | 0.01% | 1,669 | -289 | -14.8% | -$5.39万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $31.10万 | 0.01% | 4,355 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $30.94万 | 0.01% | 8,657 | -7 | -0.1% | -$250 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.88万 | 0.01% | 1,561 | 242 | 18.3% | $4.79万 | 加仓 |
| HUBB | HUBBELL INC | $30.87万 | 0.01% | 629 | -11 | -1.7% | -$5,398 | 减仓 |
| LCII | LCI INDS | $30.72万 | 0.01% | 2,498 | 7 | 0.3% | $861 | 加仓 |
| NVS | NOVARTIS AG | $30.62万 | 0.01% | 2,004 | -21,335 | -91.4% | -$325.97万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $30.47万 | 0.01% | 3,243 | 8 | 0.2% | $752 | 加仓 |
| FDX | FEDEX CORP | $30.30万 | 0.01% | 850 | -91 | -9.7% | -$3.24万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.25万 | 0.01% | 5,338 | 121 | 2.3% | $6,857 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $30.18万 | 0.01% | 276 | -26 | -8.6% | -$2.84万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.06万 | 0.01% | 3,034 | -230 | -7.0% | -$2.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.82万 | 0.01% | 11,230 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $29.69万 | 0.01% | 2,624 | 137 | 5.5% | $1.55万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $29.69万 | 0.01% | 24,229 | -15,058 | -38.3% | -$18.45万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.60万 | 0.01% | 1,706 | -152 | -8.2% | -$2.64万 | 减仓 |
| ICSH | ISHARES TR | $29.38万 | 0.01% | 5,804 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $29.09万 | 0.01% | 6,178 | 68 | 1.1% | $3,201 | 加仓 |
| — | CALAMOS ETF TR | $28.89万 | 0.01% | 10,647 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $28.87万 | 0.01% | 6,932 | 186 | 2.8% | $7,746 | 加仓 |
| ETR | ENTERGY CORP NEW | $28.40万 | 0.01% | 2,528 | 248 | 10.9% | $2.79万 | 加仓 |
| IBDS | ISHARES TR | $28.26万 | 0.01% | 11,659 | 2,243 | 23.8% | $5.44万 | 加仓 |
| PCAR | PACCAR INC | $28.00万 | 0.01% | 2,424 | 1,437 | 145.6% | $16.60万 | 加仓 |
| DGRO | ISHARES TR | $27.84万 | 0.01% | 3,967 | -2,105 | -34.7% | -$14.77万 | 减仓 |
| DGS | WISDOMTREE TR | $27.78万 | 0.01% | 4,623 | -66 | -1.4% | -$3,966 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $27.67万 | 0.01% | 948 | 5 | 0.5% | $1,459 | 加仓 |
| BG | BUNGE GLOBAL SA | $27.62万 | 0.01% | 2,171 | 284 | 15.1% | $3.61万 | 加仓 |
| PSX | PHILLIPS 66 | $27.58万 | 0.01% | 1,514 | -204 | -11.9% | -$3.72万 | 减仓 |
| GIS | GENERAL MILLS INC | $27.54万 | 0.01% | 7,400 | -981 | -11.7% | -$3.65万 | 减仓 |
| FTNT | FORTINET INC | $27.35万 | 0.01% | 3,347 | 98 | 3.0% | $8,009 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $27.09万 | 0.01% | 5,065 | -469 | -8.5% | -$2.51万 | 减仓 |
| — | TAYLOR DEVICES INC | $27.03万 | 0.01% | 4,742 | -20 | -0.4% | -$1,140 | 减仓 |
| SPYG | SPDR SERIES TRUST | $26.85万 | 0.01% | 2,742 | -160 | -5.5% | -$1.57万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $26.83万 | 0.01% | 11,000 | -506 | -4.4% | -$1.23万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $26.81万 | 0.01% | 1,362 | 11 | 0.8% | $2,165 | 加仓 |
| SLB | SLB LIMITED | $26.70万 | 0.01% | 5,195 | 869 | 20.1% | $4.47万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $26.66万 | 0.01% | 5,555 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $26.61万 | 0.01% | 1,739 | 49 | 2.9% | $7,499 | 加仓 |