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 |
|---|---|---|---|---|---|---|---|---|
| GEF | GREIF INC | $0 | 0.00% | 0 | -2,295 | -100.0% | -$15.54万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -8,996 | -100.0% | -$15.52万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -946 | -100.0% | -$15.50万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -229 | -100.0% | -$15.49万 | 清仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | -6,834 | -100.0% | -$15.45万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -2,289 | -100.0% | -$15.43万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -316 | -100.0% | -$15.40万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,088 | -100.0% | -$15.36万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -1,914 | -100.0% | -$15.32万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -1,085 | -100.0% | -$15.31万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,655 | -100.0% | -$15.27万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -252 | -100.0% | -$15.18万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -15,205 | -100.0% | -$15.16万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -996 | -100.0% | -$15.13万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -391 | -100.0% | -$15.11万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,181 | -100.0% | -$15.06万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -1,720 | -100.0% | -$14.98万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -1,353 | -100.0% | -$14.90万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -827 | -100.0% | -$14.74万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -659 | -100.0% | -$14.66万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,363 | -100.0% | -$14.59万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -958 | -100.0% | -$14.50万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -392 | -100.0% | -$14.49万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,796 | -100.0% | -$14.46万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,600 | -100.0% | -$14.41万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -1,933 | -100.0% | -$14.39万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -5,856 | -100.0% | -$14.36万 | 清仓 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -4,264 | -100.0% | -$14.26万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -1,964 | -100.0% | -$14.24万 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | -2,005 | -100.0% | -$14.24万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -494 | -100.0% | -$14.24万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -17,539 | -100.0% | -$14.22万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,320 | -100.0% | -$14.21万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,095 | -100.0% | -$14.15万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -1,706 | -100.0% | -$14.00万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -166 | -100.0% | -$13.96万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -2,447 | -100.0% | -$13.94万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -4,073 | -100.0% | -$13.87万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -4,948 | -100.0% | -$13.79万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -567 | -100.0% | -$13.77万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -1,774 | -100.0% | -$13.73万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -3,471 | -100.0% | -$13.67万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,659 | -100.0% | -$13.63万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -3,511 | -100.0% | -$13.58万 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -4,078 | -100.0% | -$13.48万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -1,925 | -100.0% | -$13.46万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -3,638 | -100.0% | -$13.46万 | 清仓 |
| CWI | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -3,737 | -100.0% | -$13.42万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$13.42万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -1,996 | -100.0% | -$13.42万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -950 | -100.0% | -$13.40万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -2,359 | -100.0% | -$13.35万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -508 | -100.0% | -$13.34万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -2,615 | -100.0% | -$13.30万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $0 | 0.00% | 0 | -1,043 | -100.0% | -$13.21万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -329 | -100.0% | -$13.20万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -9,400 | -100.0% | -$13.20万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -1,192 | -100.0% | -$13.15万 | 清仓 |
| TSAT | TELESAT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,064 | -100.0% | -$13.08万 | 清仓 |
| WLY | WILEY JOHN & SONS INC | $0 | 0.00% | 0 | -4,257 | -100.0% | -$13.04万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -10,346 | -100.0% | -$13.03万 | 清仓 |
| SMLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -990 | -100.0% | -$12.98万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -3,103 | -100.0% | -$12.96万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -1,105 | -100.0% | -$12.96万 | 清仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -844 | -100.0% | -$12.92万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -742 | -100.0% | -$12.91万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,035 | -100.0% | -$12.78万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -1,053 | -100.0% | -$12.67万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -2,165 | -100.0% | -$12.64万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,028 | -100.0% | -$12.64万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -703 | -100.0% | -$12.56万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -1,697 | -100.0% | -$12.54万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -6,530 | -100.0% | -$12.48万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -6,238 | -100.0% | -$12.47万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -5,206 | -100.0% | -$12.44万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -3,846 | -100.0% | -$12.33万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -1,533 | -100.0% | -$12.31万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$12.30万 | 清仓 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -6,180 | -100.0% | -$12.29万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -1,596 | -100.0% | -$12.24万 | 清仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -2,975 | -100.0% | -$12.18万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -3,027 | -100.0% | -$12.17万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,517 | -100.0% | -$12.12万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -858 | -100.0% | -$12.11万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -2,914 | -100.0% | -$12.04万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -1,526 | -100.0% | -$12.01万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$11.97万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -1,384 | -100.0% | -$11.94万 | 清仓 |
| IDGT | ISHARES TR | $0 | 0.00% | 0 | -1,400 | -100.0% | -$11.90万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -2,893 | -100.0% | -$11.88万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -2,727 | -100.0% | -$11.88万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -5,049 | -100.0% | -$11.82万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -1,616 | -100.0% | -$11.81万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -459 | -100.0% | -$11.80万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -1,412 | -100.0% | -$11.79万 | 清仓 |