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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $29.36万 | 0.01% | 5,804 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $29.21万 | 0.01% | 3,186 | 427 | 15.5% | $3.91万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $28.93万 | 0.01% | 6,163 | -15 | -0.2% | -$704 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $28.83万 | 0.01% | 5,740 | -566 | -9.0% | -$2.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.68万 | 0.01% | 1,281 | 11 | 0.9% | $2,463 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $28.67万 | 0.01% | 6,719 | -511 | -7.1% | -$2.18万 | 减仓 |
| NUE | NUCOR CORP | $28.59万 | 0.01% | 1,283 | -4 | -0.3% | -$891 | 减仓 |
| ULS | UL SOLUTIONS INC | $28.51万 | 0.01% | 2,799 | 23 | 0.8% | $2,343 | 加仓 |
| IBDS | ISHARES TR | $28.24万 | 0.01% | 11,659 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $28.22万 | 0.01% | 2,551 | -73 | -2.8% | -$8,076 | 减仓 |
| GIS | GENERAL MILLS INC | $28.22万 | 0.01% | 8,109 | 709 | 9.6% | $2.47万 | 加仓 |
| PSX | PHILLIPS 66 | $28.20万 | 0.01% | 1,669 | 155 | 10.2% | $2.62万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $28.09万 | 0.01% | 4,607 | -458 | -9.0% | -$2.79万 | 减仓 |
| CRH | CRH PLC | $27.92万 | 0.01% | 2,609 | -631 | -19.5% | -$6.75万 | 减仓 |
| ROST | ROSS STORES INC | $27.80万 | 0.01% | 1,306 | 194 | 17.4% | $4.13万 | 加仓 |
| DNL | WISDOMTREE TR | $27.64万 | 0.01% | 5,985 | 0 | 0.0% | — | 不变 |
| BKIE | BNY MELLON ETF TRUST | $27.56万 | 0.01% | 2,740 | 2,740 | — | $27.56万 | 新建仓 |
| PCAR | PACCAR INC | $27.56万 | 0.01% | 2,294 | -130 | -5.4% | -$1.56万 | 减仓 |
| ES | EVERSOURCE ENERGY | $27.55万 | 0.01% | 3,813 | -694 | -15.4% | -$5.01万 | 减仓 |
| LIF | LIFE360 INC | $27.53万 | 0.01% | 4,973 | -12 | -0.2% | -$664 | 减仓 |
| ADBE | ADOBE INC | $27.31万 | 0.01% | 1,332 | -24 | -1.8% | -$4,920 | 减仓 |
| BIIB | BIOGEN INC | $27.29万 | 0.01% | 1,263 | -2 | -0.2% | -$432 | 减仓 |
| AIZ | ASSURANT INC | $27.17万 | 0.01% | 1,011 | -40 | -3.8% | -$1.08万 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO | $27.14万 | 0.01% | 6,121 | -525 | -7.9% | -$2.33万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $27.08万 | 0.01% | 1,479 | 90 | 6.5% | $1.65万 | 加仓 |
| NET | CLOUDFLARE INC | $26.93万 | 0.01% | 1,098 | 24 | 2.2% | $5,887 | 加仓 |
| IUSG | ISHARES TR | $26.91万 | 0.01% | 1,431 | 2 | 0.1% | $376 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $26.85万 | 0.01% | 4,343 | -325 | -7.0% | -$2.01万 | 减仓 |
| IEUR | ISHARES TR | $26.74万 | 0.01% | 3,557 | 454 | 14.6% | $3.41万 | 加仓 |
| SMMD | ISHARES TR | $26.74万 | 0.01% | 2,918 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $26.56万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $26.46万 | 0.01% | 3,479 | -134 | -3.7% | -$1.02万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $26.45万 | 0.01% | 10,957 | 10,799 | 6,834.8% | $26.07万 | 重新持有 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $25.82万 | 0.01% | 2,567 | 39 | 1.5% | $3,923 | 加仓 |
| ETR | ENTERGY CORP NEW | $25.82万 | 0.01% | 2,248 | -280 | -11.1% | -$3.22万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.71万 | 0.01% | 8,580 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $25.70万 | 0.01% | 3,594 | -223 | -5.8% | -$1.59万 | 减仓 |
| NTRA | NATERA INC | $25.60万 | 0.01% | 943 | -53 | -5.3% | -$1.44万 | 重新持有 |
| SMOT | VANECK ETF TRUST | $25.50万 | 0.01% | 6,561 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $25.49万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $25.43万 | 0.01% | 2,401 | -97 | -3.9% | -$1.03万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $25.39万 | 0.01% | 2,313 | 86 | 3.9% | $9,442 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $25.39万 | 0.01% | 4,736 | -96 | -2.0% | -$5,147 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $25.04万 | 0.01% | 3,243 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $25.01万 | 0.01% | 9,123 | -52 | -0.6% | -$1,425 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.90万 | 0.01% | 6,057 | -42,403 | -87.5% | -$174.32万 | 减仓 |
| BOKF | BOK FINL CORP | $24.82万 | 0.01% | 1,787 | -139 | -7.2% | -$1.93万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $24.80万 | 0.01% | 10,000 | -1,000 | -9.1% | -$2.48万 | 减仓 |
| AOR | ISHARES TR | $24.76万 | 0.01% | 3,563 | 1,171 | 49.0% | $8.14万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $24.76万 | 0.01% | 1,431 | 5 | 0.4% | $865 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.72万 | 0.01% | 7,242 | -28 | -0.4% | -$956 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $24.71万 | 0.01% | 499 | 318 | 175.7% | $15.75万 | 重新持有 |
| ONB | OLD NATL BANCORP IND | $24.71万 | 0.01% | 9,542 | -674 | -6.6% | -$1.75万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.64万 | 0.01% | 1,001 | 4 | 0.4% | $985 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.59万 | 0.01% | 8,956 | -2,274 | -20.2% | -$6.24万 | 减仓 |
| SONY | SONY GROUP CORP | $24.59万 | 0.01% | 12,257 | 263 | 2.2% | $5,276 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $24.46万 | 0.01% | 7,365 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $24.24万 | 0.01% | 1,057 | -37 | -3.4% | -$8,483 | 重新持有 |
| PRU | PRUDENTIAL FINL INC | $24.17万 | 0.01% | 2,240 | -1,291 | -36.6% | -$13.93万 | 减仓 |
| INTU | INTUIT | $24.10万 | 0.01% | 923 | -219 | -19.2% | -$5.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.08万 | 0.01% | 6,858 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR ETFS TRUST | $24.06万 | 0.01% | 5,273 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.65万 | 0.01% | 630 | -360 | -36.4% | -$13.51万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $23.60万 | 0.01% | 421 | -13 | -3.0% | -$7,288 | 重新持有 |
| EQT | EQT CORP | $23.59万 | 0.01% | 4,436 | -1,356 | -23.4% | -$7.21万 | 减仓 |
| IWB | ISHARES TR | $23.55万 | 0.01% | 575 | 1 | 0.2% | $410 | 加仓 |
| IBDR | ISHARES TR | $23.35万 | 0.01% | 9,638 | 3 | 0.0% | $73 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $23.35万 | 0.01% | 596 | -33 | -5.2% | -$1.29万 | 重新持有 |
| CR | CRANE COMPANY | $23.24万 | 0.01% | 1,042 | 24 | 2.4% | $5,354 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $23.12万 | 0.01% | 2,209 | 148 | 7.2% | $1.55万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $22.97万 | 0.01% | 1,942 | 92 | 5.0% | $1.09万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $22.96万 | 0.01% | 303 | 3 | 1.0% | $2,273 | 加仓 |
| GATX | GATX CORP | $22.95万 | 0.01% | 1,295 | -15 | -1.1% | -$2,659 | 减仓 |
| TWLO | TWILIO INC | $22.86万 | 0.01% | 1,108 | 487 | 78.4% | $10.05万 | 重新持有 |
| TKO | TKO GROUP HOLDINGS INC | $22.75万 | 0.01% | 1,130 | -16 | -1.4% | -$3,222 | 减仓 |
| BG | BUNGE GLOBAL SA | $22.72万 | 0.01% | 2,129 | -42 | -1.9% | -$4,482 | 减仓 |
| ITT | ITT INC | $22.52万 | 0.01% | 1,139 | 11 | 1.0% | $2,175 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.52万 | 0.01% | 5,524 | 5,524 | — | $22.52万 | 新建仓 |
| IBTI | ISHARES TR | $22.48万 | 0.01% | 10,154 | 5,644 | 125.1% | $12.50万 | 重新持有 |
| CENTA | CENTRAL GARDEN & PET CO | $22.45万 | 0.01% | 5,790 | -406 | -6.6% | -$1.57万 | 减仓 |
| DOV | DOVER CORP | $22.22万 | 0.01% | 991 | -23 | -2.3% | -$5,158 | 减仓 |
| WMK | WEIS MKTS INC | $22.22万 | 0.01% | 2,837 | -212 | -7.0% | -$1.66万 | 减仓 |
| WEX | WEX INC | $22.17万 | 0.01% | 1,571 | -168 | -9.7% | -$2.37万 | 减仓 |
| MGK | VANGUARD WORLD FD | $22.16万 | 0.01% | 2,520 | 1,934 | 330.0% | $17.00万 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $22.16万 | 0.01% | 3,807 | 2,877 | 309.4% | $16.74万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $21.94万 | 0.01% | 2,425 | 88 | 3.8% | $7,961 | 重新持有 |
| FLEX | FLEX LTD | $21.90万 | 0.01% | 1,351 | 957 | 242.9% | $15.51万 | 重新持有 |
| VMC | VULCAN MATLS CO | $21.72万 | 0.01% | 736 | -9 | -1.2% | -$2,656 | 减仓 |
| WELL | WELLTOWER INC | $21.65万 | 0.01% | 953 | 13 | 1.4% | $2,953 | 重新持有 |
| FAF | FIRST AMERN FINL CORP | $21.45万 | 0.01% | 3,128 | 3,098 | 10,326.7% | $21.25万 | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $21.43万 | 0.01% | 4,090 | -52 | -1.3% | -$2,725 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.36万 | 0.01% | 1,982 | -283 | -12.5% | -$3.05万 | 减仓 |
| ILMN | ILLUMINA INC | $21.29万 | 0.01% | 1,211 | -126 | -9.4% | -$2.22万 | 重新持有 |
| EMGF | ISHARES INC | $21.28万 | 0.01% | 2,905 | -63 | -2.1% | -$4,615 | 重新持有 |
| ACWI | ISHARES TR | $21.26万 | 0.01% | 1,354 | 5 | 0.4% | $785 | 重新持有 |
| RECS | COLUMBIA ETF TR I | $21.25万 | 0.01% | 4,911 | 0 | 0.0% | — | 重新持有 |
| PB | PROSPERITY BANCSHARES INC | $21.03万 | 0.01% | 2,880 | -150 | -5.0% | -$1.10万 | 减仓 |
| TNC | TENNANT CO | $20.83万 | 0.01% | 2,380 | -196 | -7.6% | -$1.72万 | 重新持有 |
| DTE | DTE ENERGY CO | $20.80万 | 0.01% | 1,365 | -324 | -19.2% | -$4.94万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $20.70万 | 0.01% | 566 | -139 | -19.7% | -$5.08万 | 重新持有 |