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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $20.70万 | 0.01% | 480 | 37 | 8.4% | $1.60万 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $20.62万 | 0.01% | 2,044 | 2,044 | — | $20.62万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $20.53万 | 0.01% | 1,294 | -181 | -12.3% | -$2.87万 | 重新持有 |
| TSAT | TELESAT CORP | $20.28万 | 0.01% | 4,000 | -500 | -11.1% | -$2.53万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.11万 | 0.01% | 10,780 | -839 | -7.2% | -$1.49万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $18.67万 | 0.01% | 15,885 | -8,344 | -34.4% | -$9.81万 | 减仓 |
| — | GAMESTOP CORP NEW | $16.74万 | 0.01% | 60,004 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $15.71万 | 0.01% | 11,826 | -3,527 | -23.0% | -$4.68万 | 重新持有 |
| CNH | CNH INDL N V | $14.63万 | 0.00% | 13,027 | 222 | 1.7% | $2,493 | 加仓 |
| FSK | FS KKR CAP CORP | $14.59万 | 0.00% | 13,896 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $11.08万 | 0.00% | 10,132 | 10,132 | — | $11.08万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.08万 | 0.00% | 12,144 | 188 | 1.6% | $1,096 | 加仓 |
| GROY | GOLD ROYALTY CORP | $6.96万 | 0.00% | 25,200 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC | $5.32万 | 0.00% | 152,133 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $3.82万 | 0.00% | 42,087 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -30,227 | -100.0% | -$116.89万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -3,385 | -100.0% | -$45.85万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,985 | -100.0% | -$37.69万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -3,130 | -100.0% | -$33.39万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,706 | -100.0% | -$29.60万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,932 | -100.0% | -$28.87万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -825 | -100.0% | -$25.92万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,698 | -100.0% | -$25.50万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -509 | -100.0% | -$24.68万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,119 | -100.0% | -$23.99万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,460 | -100.0% | -$23.58万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -7,063 | -100.0% | -$23.51万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,538 | -100.0% | -$23.20万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -4,318 | -100.0% | -$22.93万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -560 | -100.0% | -$22.29万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,411 | -100.0% | -$21.41万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,296 | -100.0% | -$20.75万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,148 | -100.0% | -$20.61万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,341 | -100.0% | -$20.38万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,129 | -100.0% | -$20.22万 | 清仓 |
| — | HEALTH CATALYST INC | $0 | 0.00% | 0 | -55,442 | -100.0% | -$7.04万 | 清仓 |
| TV | GRUPO TELEVISA S A B | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.91万 | 清仓 |