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 |
|---|---|---|---|---|---|---|---|---|
| VMD | VIEMED HEALTHCARE INC | $26.39万 | 0.01% | 28,657 | 28,657 | — | $26.39万 | 新建仓 |
| ESGU | ISHARES TR | $26.03万 | 0.01% | 1,840 | -27 | -1.4% | -$3,819 | 减仓 |
| TGT | TARGET CORP | $26.00万 | 0.01% | 2,145 | -1,163 | -35.2% | -$14.10万 | 减仓 |
| WPC | WP CAREY INC | $25.94万 | 0.01% | 3,817 | 2 | 0.1% | $136 | 加仓 |
| COR | CENCORA INC | $25.92万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $25.87万 | 0.01% | 7,230 | -448 | -5.8% | -$1.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.80万 | 0.01% | 1,270 | 8 | 0.6% | $1,625 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $25.59万 | 0.01% | 4,668 | -18 | -0.4% | -$987 | 减仓 |
| DASH | DOORDASH INC | $25.50万 | 0.01% | 1,698 | 46 | 2.8% | $6,907 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $25.45万 | 0.01% | 7,532 | -515 | -6.4% | -$1.74万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.05万 | 0.01% | 2,528 | 98 | 4.0% | $9,709 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.94万 | 0.01% | 8,580 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $24.90万 | 0.01% | 1,835 | -868 | -32.1% | -$11.78万 | 减仓 |
| SONY | SONY GROUP CORP | $24.83万 | 0.01% | 11,994 | -139 | -1.1% | -$2,877 | 减仓 |
| DTE | DTE ENERGY CO | $24.69万 | 0.01% | 1,689 | -362 | -17.6% | -$5.29万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.68万 | 0.01% | 509 | -272 | -34.8% | -$13.19万 | 减仓 |
| BOKF | BOK FINL CORP | $24.66万 | 0.01% | 1,926 | -10 | -0.5% | -$1,281 | 减仓 |
| NPO | ENPRO INC | $24.64万 | 0.01% | 983 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $24.59万 | 0.01% | 2,665 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $24.57万 | 0.01% | 3,613 | -594 | -14.1% | -$4.04万 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO | $24.44万 | 0.01% | 6,646 | -160 | -2.4% | -$5,883 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.34万 | 0.01% | 7,270 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $24.16万 | 0.01% | 5,985 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $24.09万 | 0.01% | 1,112 | -44 | -3.8% | -$9,532 | 减仓 |
| SYY | SYSCO CORP | $24.04万 | 0.01% | 3,370 | 85 | 2.6% | $6,063 | 加仓 |
| AME | AMETEK INC | $23.99万 | 0.01% | 1,119 | -15 | -1.3% | -$3,215 | 减仓 |
| EQIX | EQUINIX INC | $23.92万 | 0.01% | 244 | 22 | 9.9% | $2.16万 | 加仓 |
| HRI | HERC HLDGS INC | $23.89万 | 0.01% | 2,400 | -22 | -0.9% | -$2,190 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $23.86万 | 0.01% | 4,832 | -816 | -14.4% | -$4.03万 | 减仓 |
| IBTH | ISHARES TR | $23.85万 | 0.01% | 10,635 | 4,005 | 60.4% | $8.98万 | 加仓 |
| ULS | UL SOLUTIONS INC | $23.79万 | 0.01% | 2,776 | 247 | 9.8% | $2.12万 | 加仓 |
| HUM | HUMANA INC | $23.67万 | 0.01% | 1,365 | -526 | -27.8% | -$9.12万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.61万 | 0.01% | 806 | 243 | 43.2% | $7.12万 | 加仓 |
| SLV | ISHARES SILVER TR | $23.58万 | 0.01% | 3,460 | -909 | -20.8% | -$6.19万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.52万 | 0.01% | 2,759 | 1,075 | 63.8% | $9.16万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $23.51万 | 0.01% | 7,063 | -1,852 | -20.8% | -$6.16万 | 减仓 |
| IBDR | ISHARES TR | $23.36万 | 0.01% | 9,635 | 1,423 | 17.3% | $3.45万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $23.32万 | 0.01% | 7,365 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $23.20万 | 0.01% | 1,538 | 26 | 1.7% | $3,921 | 加仓 |
| BIIB | BIOGEN INC | $23.19万 | 0.01% | 1,265 | 12 | 1.0% | $2,200 | 加仓 |
| — | GAMESTOP CORP NEW | $23.16万 | 0.01% | 60,004 | 20,000 | 50.0% | $7.72万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $23.11万 | 0.01% | 1,146 | -7 | -0.6% | -$1,412 | 减仓 |
| SMOT | VANECK ETF TRUST | $23.09万 | 0.01% | 6,561 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $22.93万 | 0.01% | 4,318 | -613 | -12.4% | -$3.26万 | 减仓 |
| AIZ | ASSURANT INC | $22.91万 | 0.01% | 1,051 | -109 | -9.4% | -$2.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.89万 | 0.01% | 6,858 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $22.58万 | 0.01% | 10,216 | 407 | 4.1% | $8,995 | 加仓 |
| HSIC | SCHEIN HENRY INC | $22.49万 | 0.01% | 3,052 | -20 | -0.7% | -$1,474 | 减仓 |
| GATX | GATX CORP | $22.37万 | 0.01% | 1,310 | 25 | 1.9% | $4,270 | 加仓 |
| APP | APPLOVIN CORP | $22.29万 | 0.01% | 560 | -75 | -11.8% | -$2.98万 | 减仓 |
| SMMD | ISHARES TR | $22.28万 | 0.01% | 2,918 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $22.16万 | 0.01% | 1,429 | 38 | 2.7% | $5,894 | 加仓 |
| NET | CLOUDFLARE INC | $22.16万 | 0.01% | 1,074 | 51 | 5.0% | $1.05万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $22.00万 | 0.01% | 5,273 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $21.80万 | 0.01% | 3,103 | -20 | -0.6% | -$1,405 | 减仓 |
| NUE | NUCOR CORP | $21.77万 | 0.01% | 1,287 | -21 | -1.6% | -$3,552 | 减仓 |
| FFIV | F5 INC | $21.61万 | 0.01% | 747 | -5 | -0.7% | -$1,447 | 减仓 |
| ITT | ITT INC | $21.49万 | 0.01% | 1,128 | -9 | -0.8% | -$1,715 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $21.49万 | 0.01% | 2,227 | -59 | -2.6% | -$5,692 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.41万 | 0.01% | 3,411 | -4,394 | -56.3% | -$27.57万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $21.18万 | 0.01% | 1,389 | -8 | -0.6% | -$1,220 | 减仓 |
| DOV | DOVER CORP | $21.13万 | 0.01% | 1,014 | -7 | -0.7% | -$1,459 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $20.90万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC | $20.85万 | 0.01% | 3,049 | -4 | -0.1% | -$274 | 减仓 |
| OKE | ONEOK INC NEW | $20.75万 | 0.01% | 2,296 | 424 | 22.6% | $3.83万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.74万 | 0.01% | 997 | 4 | 0.4% | $832 | 加仓 |
| ALB | ALBEMARLE CORP | $20.61万 | 0.01% | 1,148 | -80 | -6.5% | -$1.44万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.61万 | 0.01% | 1,850 | -406 | -18.0% | -$4.52万 | 减仓 |
| IWB | ISHARES TR | $20.48万 | 0.01% | 574 | -15 | -2.5% | -$5,352 | 减仓 |
| CW | CURTISS WRIGHT CORP | $20.43万 | 0.01% | 300 | 4 | 1.4% | $2,724 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.41万 | 0.01% | 2,265 | -187 | -7.6% | -$1.68万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.38万 | 0.01% | 4,341 | -2 | -0.0% | -$94 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $20.36万 | 0.01% | 3,030 | -30 | -1.0% | -$2,015 | 减仓 |
| LIF | LIFE360 INC | $20.35万 | 0.01% | 4,985 | -10 | -0.2% | -$408 | 减仓 |
| VMC | VULCAN MATLS CO | $20.29万 | 0.01% | 745 | 5 | 0.7% | $1,362 | 加仓 |
| MBB | ISHARES TR | $20.22万 | 0.01% | 2,129 | -260 | -10.9% | -$2.47万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $20.09万 | 0.01% | 6,196 | 113 | 1.9% | $3,663 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $18.19万 | 0.01% | 11,619 | -111,101 | -90.5% | -$173.89万 | 减仓 |
| FSK | FS KKR CAP CORP | $14.15万 | 0.01% | 13,896 | -1,163 | -7.7% | -$1.18万 | 减仓 |
| CNH | CNH INDL N V | $14.09万 | 0.01% | 12,805 | 805 | 6.7% | $8,855 | 加仓 |
| — | DATAVAULT AI INC | $9.41万 | 0.00% | 152,133 | 152,133 | — | $9.41万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $9.02万 | 0.00% | 25,200 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC | $7.04万 | 0.00% | 55,442 | 38 | 0.1% | $48 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.01万 | 0.00% | 11,956 | 344 | 3.0% | $1,730 | 加仓 |
| — | GOLDMINING INC | $5.01万 | 0.00% | 42,087 | -10,238 | -19.6% | -$1.22万 | 减仓 |
| TV | GRUPO TELEVISA S A B | $2.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -256,618 | -100.0% | -$749.92万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -12,248 | -100.0% | -$225.19万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -66,899 | -100.0% | -$177.22万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -48,783 | -100.0% | -$176.98万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -29,022 | -100.0% | -$140.64万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -10,398 | -100.0% | -$118.46万 | 清仓 |
| FMAT | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -20,831 | -100.0% | -$110.63万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -17,301 | -100.0% | -$108.09万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -15,469 | -100.0% | -$78.71万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -8,884 | -100.0% | -$65.99万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -5,162 | -100.0% | -$46.16万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -9,159 | -100.0% | -$43.10万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -3,709 | -100.0% | -$38.84万 | 清仓 |