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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | VANGUARD WHITEHALL FDS | $41.23万 | 0.01% | 6,132 | -83 | -1.3% | -$5,581 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $41.12万 | 0.01% | 10,638 | -10,725 | -50.2% | -$41.45万 | 减仓 |
| SHOP | SHOPIFY INC | $41.08万 | 0.01% | 3,598 | -671 | -15.7% | -$7.66万 | 减仓 |
| IBTG | ISHARES TR | $41.02万 | 0.01% | 17,921 | 17,371 | 3,158.4% | $39.76万 | 重新持有 |
| CCI | CROWN CASTLE INC | $40.95万 | 0.01% | 5,407 | -63 | -1.2% | -$4,771 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $40.39万 | 0.01% | 4,301 | 5 | 0.1% | $470 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $40.29万 | 0.01% | 5,193 | -593 | -10.2% | -$4.60万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $40.05万 | 0.01% | 2,596 | -450 | -14.8% | -$6.94万 | 减仓 |
| ALL | ALLSTATE CORP | $40.05万 | 0.01% | 1,684 | -9 | -0.5% | -$2,140 | 减仓 |
| USFD | US FOODS HLDG CORP | $39.97万 | 0.01% | 3,909 | -160 | -3.9% | -$1.64万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $39.90万 | 0.01% | 3,206 | 89 | 2.9% | $1.11万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $39.84万 | 0.01% | 5,159 | 188 | 3.8% | $1.45万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $39.72万 | 0.01% | 8,761 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $39.58万 | 0.01% | 9,140 | -3,324 | -26.7% | -$14.39万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $39.17万 | 0.01% | 1,394 | 32 | 2.3% | $8,992 | 加仓 |
| TGT | TARGET CORP | $39.05万 | 0.01% | 2,990 | 845 | 39.4% | $11.04万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $38.82万 | 0.01% | 15,035 | 1,639 | 12.2% | $4.23万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $38.77万 | 0.01% | 13,089 | -1,060 | -7.5% | -$3.14万 | 减仓 |
| SUSC | ISHARES TR | $38.58万 | 0.01% | 16,663 | -4,383 | -20.8% | -$10.15万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $38.54万 | 0.01% | 1,040 | -246 | -19.1% | -$9.12万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $38.35万 | 0.01% | 4,560 | -388 | -7.8% | -$3.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.20万 | 0.01% | 9,078 | -1,025 | -10.1% | -$4.31万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $38.11万 | 0.01% | 10,007 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $38.10万 | 0.01% | 3,016 | 1,269 | 72.6% | $16.03万 | 重新持有 |
| GSEW | GOLDMAN SACHS ETF TR | $37.85万 | 0.01% | 4,009 | -204 | -4.8% | -$1.93万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $37.75万 | 0.01% | 1,833 | -79 | -4.1% | -$1.63万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $37.73万 | 0.01% | 1,426 | -138 | -8.8% | -$3.65万 | 减仓 |
| FBNC | FIRST BANCORP N C | $37.53万 | 0.01% | 5,870 | -450 | -7.1% | -$2.88万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $37.50万 | 0.01% | 1,058 | -116 | -9.9% | -$4.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $37.46万 | 0.01% | 5,191 | 657 | 14.5% | $4.74万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $37.07万 | 0.01% | 432 | -1,094 | -71.7% | -$93.87万 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.05万 | 0.01% | 1,954 | -8 | -0.4% | -$1,517 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $36.83万 | 0.01% | 2,066 | -484 | -19.0% | -$8.63万 | 减仓 |
| TIP | ISHARES TR | $36.62万 | 0.01% | 3,346 | 53 | 1.6% | $5,801 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $36.62万 | 0.01% | 9,228 | -123 | -1.3% | -$4,881 | 减仓 |
| AMT | AMERICAN TOWER CORP | $36.60万 | 0.01% | 2,238 | 285 | 14.6% | $4.66万 | 加仓 |
| UMI | USCF ETF TR | $36.48万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| — | LIFETIME BRANDS INC | $36.47万 | 0.01% | 42,753 | -11,783 | -21.6% | -$10.05万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $36.18万 | 0.01% | 11,727 | -1,989 | -14.5% | -$6.14万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $36.14万 | 0.01% | 6,689 | 7 | 0.1% | $378 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.96万 | 0.01% | 1,132 | -389 | -25.6% | -$12.36万 | 减仓 |
| OMC | OMNICOM GROUP INC | $35.71万 | 0.01% | 4,903 | -558 | -10.2% | -$4.06万 | 减仓 |
| USIG | ISHARES TR | $35.69万 | 0.01% | 6,959 | -65 | -0.9% | -$3,334 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.67万 | 0.01% | 1,595 | -74 | -4.4% | -$1.66万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $35.64万 | 0.01% | 3,568 | -280 | -7.3% | -$2.80万 | 减仓 |
| IBTH | ISHARES TR | $35.49万 | 0.01% | 15,866 | 5,231 | 49.2% | $11.70万 | 加仓 |
| CMF | ISHARES TR | $35.40万 | 0.01% | 6,142 | 544 | 9.7% | $3.14万 | 加仓 |
| UTZ | UTZ BRANDS INC | $35.36万 | 0.01% | 45,925 | 45,925 | — | $35.36万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $35.34万 | 0.01% | 906 | -55 | -5.7% | -$2.15万 | 减仓 |
| UNM | UNUM GROUP | $35.31万 | 0.01% | 3,949 | -356 | -8.3% | -$3.18万 | 减仓 |
| MSA | MSA SAFETY INC | $35.18万 | 0.01% | 2,015 | -133 | -6.2% | -$2.32万 | 减仓 |
| MLI | MUELLER INDS INC | $34.95万 | 0.01% | 2,843 | -77 | -2.6% | -$9,465 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.87万 | 0.01% | 1,055 | -31 | -2.9% | -$1.02万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $34.59万 | 0.01% | 3,064 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $34.50万 | 0.01% | 2,407 | 7 | 0.3% | $1,003 | 加仓 |
| INTF | ISHARES TR | $34.37万 | 0.01% | 8,392 | 105 | 1.3% | $4,301 | 加仓 |
| GOVT | ISHARES TR | $34.31万 | 0.01% | 15,062 | 2 | 0.0% | $46 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $34.26万 | 0.01% | 2,665 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $34.24万 | 0.01% | 1,942 | -2,258 | -53.8% | -$39.81万 | 减仓 |
| FDX | FEDEX CORP | $34.13万 | 0.01% | 1,090 | 240 | 28.2% | $7.52万 | 加仓 |
| IWD | ISHARES TR | $34.01万 | 0.01% | 1,403 | -119 | -7.8% | -$2.88万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $33.98万 | 0.01% | 8,032 | -625 | -7.2% | -$2.64万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $33.91万 | 0.01% | 1,929 | 368 | 23.6% | $6.47万 | 加仓 |
| DVYE | ISHARES INC | $33.82万 | 0.01% | 10,494 | 10,494 | — | $33.82万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $33.72万 | 0.01% | 4,355 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.64万 | 0.01% | 3,653 | -3,055 | -45.5% | -$28.13万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $33.53万 | 0.01% | 6,574 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $33.44万 | 0.01% | 2,864 | -471 | -14.1% | -$5.50万 | 减仓 |
| NPO | ENPRO INC | $33.43万 | 0.01% | 887 | -96 | -9.8% | -$3.62万 | 减仓 |
| GME | GAMESTOP CORP | $33.21万 | 0.01% | 15,040 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $32.96万 | 0.01% | 13,054 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $32.78万 | 0.01% | 6,471 | 7 | 0.1% | $355 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.73万 | 0.01% | 6,203 | -176 | -2.8% | -$9,285 | 减仓 |
| BE | BLOOM ENERGY CORP | $32.63万 | 0.01% | 1,078 | 444 | 70.0% | $13.44万 | 重新持有 |
| — | TAYLOR DEVICES INC | $32.50万 | 0.01% | 5,539 | 797 | 16.8% | $4.68万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.97万 | 0.01% | 1,871 | 1,871 | — | $31.97万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $31.90万 | 0.01% | 2,681 | -61 | -2.2% | -$7,259 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $31.80万 | 0.01% | 230 | -46 | -16.7% | -$6.36万 | 减仓 |
| FE | FIRSTENERGY CORP | $31.70万 | 0.01% | 6,669 | -1,081 | -13.9% | -$5.14万 | 减仓 |
| FFIV | F5 INC | $31.70万 | 0.01% | 762 | 15 | 2.0% | $6,239 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $31.61万 | 0.01% | 7,005 | -124,996 | -94.7% | -$563.98万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $31.32万 | 0.01% | 948 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $31.28万 | 0.01% | 6,728 | 1,533 | 29.5% | $7.13万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.27万 | 0.01% | 808 | 2 | 0.2% | $774 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.25万 | 0.01% | 1,402 | 3 | 0.2% | $669 | 加仓 |
| STM | STMICROELECTRONICS N V | $31.02万 | 0.01% | 4,142 | 4,137 | 82,740.0% | $30.98万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.76万 | 0.01% | 403 | -303 | -42.9% | -$23.13万 | 重新持有 |
| DGRO | ISHARES TR | $30.54万 | 0.01% | 4,029 | 62 | 1.6% | $4,699 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $30.35万 | 0.01% | 26,627 | -2,030 | -7.1% | -$2.31万 | 减仓 |
| ESGU | ISHARES TR | $30.14万 | 0.01% | 1,842 | 2 | 0.1% | $327 | 加仓 |
| HWKN | HAWKINS INC | $30.07万 | 0.01% | 2,116 | -165 | -7.2% | -$2.34万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $30.03万 | 0.01% | 7,020 | -512 | -6.8% | -$2.19万 | 减仓 |
| DGS | WISDOMTREE TR | $29.99万 | 0.01% | 4,634 | 11 | 0.2% | $712 | 加仓 |
| HUBB | HUBBELL INC | $29.98万 | 0.01% | 573 | -56 | -8.9% | -$2.93万 | 减仓 |
| SYY | SYSCO CORP | $29.95万 | 0.01% | 3,583 | 213 | 6.3% | $1.78万 | 加仓 |
| — | CALAMOS ETF TR | $29.80万 | 0.01% | 10,647 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $29.69万 | 0.01% | 1,894 | -110 | -5.5% | -$1.72万 | 减仓 |
| GGG | GRACO INC | $29.69万 | 0.01% | 3,926 | -37 | -0.9% | -$2,798 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $29.55万 | 0.01% | 5,555 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.47万 | 0.01% | 5,218 | -120 | -2.2% | -$6,777 | 减仓 |