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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $3.68亿 | 13.46% | 3,710,454 | 86,702 | 2.4% | $860.69万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.78亿 | 10.17% | 2,969,761 | 13,929 | 0.5% | $130.57万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.26亿 | 8.27% | 2,063,070 | 35,511 | 1.8% | $389.52万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.64亿 | 5.98% | 6,613,376 | 1,523 | 0.0% | $3.77万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.38亿 | 5.03% | 669,010 | 20,190 | 3.1% | $415.51万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.11亿 | 4.05% | 3,365,808 | 6,873 | 0.2% | $22.65万 | 加仓 |
| IAGG | ISHARES TR | $1.10亿 | 4.02% | 2,200,991 | 30,417 | 1.4% | $152.21万 | 加仓 |
| REET | ISHARES TR | $8,485.90万 | 3.10% | 3,374,114 | 89,484 | 2.7% | $225.05万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $8,324.81万 | 3.04% | 1,781,089 | 26,980 | 1.5% | $126.10万 | 加仓 |
| AAPL | APPLE INC | $4,540.45万 | 1.66% | 178,906 | -11,911 | -6.2% | -$302.29万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $3,077.78万 | 1.12% | 1,319,802 | -122,857 | -8.5% | -$286.50万 | 减仓 |
| IVV | ISHARES TR | $2,865.77万 | 1.05% | 43,872 | 1,465 | 3.5% | $95.70万 | 加仓 |
| MUB | ISHARES TR | $2,803.35万 | 1.02% | 264,094 | -37,856 | -12.5% | -$401.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,601.69万 | 0.95% | 149,179 | -10,533 | -6.6% | -$183.70万 | 减仓 |
| EMB | ISHARES TR | $2,552.67万 | 0.93% | 271,763 | 7,270 | 2.7% | $68.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,331.18万 | 0.85% | 62,976 | -3,630 | -5.4% | -$134.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,694.82万 | 0.62% | 52,829 | -3,170 | -5.7% | -$101.70万 | 减仓 |
| IEFA | ISHARES TR | $1,666.68万 | 0.61% | 184,103 | -571 | -0.3% | -$5.17万 | 减仓 |
| GOOGL | ALPHABET INC | $1,574.34万 | 0.58% | 54,748 | -3,873 | -6.6% | -$111.37万 | 减仓 |
| TILT | FLEXSHARES TR | $1,525.17万 | 0.56% | 63,189 | -2,252 | -3.4% | -$54.36万 | 减仓 |
| AMZN | AMAZON COM INC | $1,375.94万 | 0.50% | 66,065 | -5,326 | -7.5% | -$110.92万 | 减仓 |
| IJH | ISHARES TR | $1,352.73万 | 0.49% | 200,315 | -14,435 | -6.7% | -$97.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,330.15万 | 0.49% | 92,090 | -8,727 | -8.7% | -$126.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,129.62万 | 0.41% | 38,401 | -2,398 | -5.9% | -$70.54万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,110.97万 | 0.41% | 98,955 | 539 | 0.5% | $6.05万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $1,102.47万 | 0.40% | 175,469 | 1,309 | 0.8% | $8.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,094.96万 | 0.40% | 281,770 | -11,220 | -3.8% | -$43.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,076.67万 | 0.39% | 501,905 | 27,426 | 5.8% | $58.83万 | 加仓 |
| LLY | ELI LILLY & CO | $1,045.95万 | 0.38% | 11,371 | -193 | -1.7% | -$17.75万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $1,041.42万 | 0.38% | 243,778 | 13,511 | 5.9% | $57.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,008.80万 | 0.37% | 532,843 | 31,391 | 6.3% | $59.43万 | 加仓 |
| META | META PLATFORMS INC | $1,007.93万 | 0.37% | 17,618 | -3,811 | -17.8% | -$218.03万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $1,006.62万 | 0.37% | 233,771 | 13,626 | 6.2% | $58.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $960.83万 | 0.35% | 16,080 | -467 | -2.8% | -$27.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $906.86万 | 0.33% | 123,148 | 25,573 | 26.2% | $188.32万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $870.24万 | 0.32% | 121,322 | 783 | 0.6% | $5.62万 | 加仓 |
| AVGO | BROADCOM INC | $855.96万 | 0.31% | 27,656 | -278 | -1.0% | -$8.60万 | 减仓 |
| IEMG | ISHARES INC | $853.68万 | 0.31% | 122,391 | 18,300 | 17.6% | $127.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $793.94万 | 0.29% | 242,130 | 12,526 | 5.5% | $41.07万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $793.53万 | 0.29% | 226,398 | 11,551 | 5.4% | $40.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $786.04万 | 0.29% | 270,771 | 251,222 | 1,285.1% | $729.29万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $760.24万 | 0.28% | 25,439 | -746 | -2.8% | -$22.29万 | 减仓 |
| SUB | ISHARES TR | $759.61万 | 0.28% | 71,325 | -20,402 | -22.2% | -$217.28万 | 减仓 |
| CSCO | CISCO SYS INC | $744.96万 | 0.27% | 96,012 | -25,950 | -21.3% | -$201.35万 | 减仓 |
| ADSK | AUTODESK INC | $735.39万 | 0.27% | 30,718 | -47 | -0.2% | -$1.13万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $735.15万 | 0.27% | 174,124 | -9,526 | -5.2% | -$40.22万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $725.02万 | 0.26% | 27,823 | 8,366 | 43.0% | $218.00万 | 加仓 |
| — | EXXON MOBIL CORP | $723.48万 | 0.26% | 42,643 | -37,557 | -46.8% | -$637.19万 | 减仓 |
| BKMS | BNY MELLON ETF TRUST II | $705.41万 | 0.26% | 276,470 | 276,470 | — | $705.41万 | 新建仓 |
| USMV | ISHARES TR | $672.85万 | 0.25% | 72,553 | -469 | -0.6% | -$4.35万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $672.51万 | 0.25% | 257,662 | 257,662 | — | $672.51万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $651.82万 | 0.24% | 10,023 | -659 | -6.2% | -$42.86万 | 减仓 |
| HD | HOME DEPOT INC | $627.38万 | 0.23% | 19,076 | -2,590 | -12.0% | -$85.18万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $615.82万 | 0.23% | 250,027 | 250,027 | — | $615.82万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $605.09万 | 0.22% | 12,627 | -359 | -2.8% | -$17.20万 | 减仓 |
| TLTD | FLEXSHARES TR | $603.40万 | 0.22% | 64,200 | -3,206 | -4.8% | -$30.13万 | 减仓 |
| SRE | SEMPRA | $589.86万 | 0.22% | 60,704 | -393 | -0.6% | -$3.82万 | 减仓 |
| TSLA | TESLA INC | $588.54万 | 0.22% | 15,832 | -373 | -2.3% | -$13.87万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $586.67万 | 0.21% | 76,082 | -2,280 | -2.9% | -$17.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $583.16万 | 0.21% | 171,887 | 8,846 | 5.4% | $30.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $581.40万 | 0.21% | 216,870 | 11,582 | 5.6% | $31.05万 | 加仓 |
| IWL | ISHARES TR | $577.95万 | 0.21% | 36,014 | -1,085 | -2.9% | -$17.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $577.14万 | 0.21% | 224,578 | 12,268 | 5.8% | $31.53万 | 加仓 |
| ARDT | ARDENT HEALTH INC | $548.35万 | 0.20% | 640,596 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $540.54万 | 0.20% | 55,594 | -164 | -0.3% | -$1.59万 | 减仓 |
| WMT | WALMART INC | $526.77万 | 0.19% | 42,386 | -2,014 | -4.5% | -$25.03万 | 减仓 |
| VB | VANGUARD INDEX FDS | $523.04万 | 0.19% | 19,969 | -915 | -4.4% | -$23.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $516.78万 | 0.19% | 21,141 | -7,989 | -27.4% | -$195.29万 | 减仓 |
| IJR | ISHARES TR | $509.87万 | 0.19% | 41,016 | -2,314 | -5.3% | -$28.77万 | 减仓 |
| MCD | MCDONALDS CORP | $508.79万 | 0.19% | 16,371 | -9,011 | -35.5% | -$280.05万 | 减仓 |
| QUAL | ISHARES TR | $479.52万 | 0.18% | 25,000 | 92 | 0.4% | $1.76万 | 加仓 |
| DSI | ISHARES TR | $474.12万 | 0.17% | 39,122 | -361 | -0.9% | -$4.38万 | 减仓 |
| V | VISA INC | $473.10万 | 0.17% | 15,653 | -2,750 | -14.9% | -$83.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $454.83万 | 0.17% | 4,564 | -43 | -0.9% | -$4.29万 | 减仓 |
| EAGG | ISHARES TR | $450.72万 | 0.16% | 94,790 | 1,197 | 1.3% | $5.69万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $442.96万 | 0.16% | 53,530 | 4,543 | 9.3% | $37.59万 | 加仓 |
| IGIB | ISHARES TR | $440.64万 | 0.16% | 82,795 | 3,031 | 3.8% | $16.13万 | 加仓 |
| SHYG | ISHARES TR | $434.56万 | 0.16% | 102,708 | -4,868 | -4.5% | -$20.60万 | 减仓 |
| ABBV | ABBVIE INC | $414.15万 | 0.15% | 19,043 | -14,585 | -43.4% | -$317.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $412.97万 | 0.15% | 24,976 | -17,219 | -40.8% | -$284.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $401.99万 | 0.15% | 125,819 | 5,693 | 4.7% | $18.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $401.45万 | 0.15% | 118,318 | 6,793 | 6.1% | $23.05万 | 加仓 |
| GOOG | ALPHABET INC | $393.54万 | 0.14% | 13,719 | -1,423 | -9.4% | -$40.82万 | 减仓 |
| EMXC | ISHARES INC | $387.62万 | 0.14% | 49,277 | 1,761 | 3.7% | $13.85万 | 加仓 |
| SUSA | ISHARES TR | $386.90万 | 0.14% | 29,288 | -609 | -2.0% | -$8.04万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $383.28万 | 0.14% | 88,867 | -461 | -0.5% | -$1.99万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $382.16万 | 0.14% | 8,749 | -857 | -8.9% | -$37.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $381.09万 | 0.14% | 18,419 | -11,909 | -39.3% | -$246.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $367.53万 | 0.13% | 6,368 | -1,006 | -13.6% | -$58.06万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $363.59万 | 0.13% | 102,332 | -5,798 | -5.4% | -$20.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $360.67万 | 0.13% | 56,284 | -14,980 | -21.0% | -$95.99万 | 减仓 |
| HYG | ISHARES TR | $350.21万 | 0.13% | 44,019 | -1,459 | -3.2% | -$11.61万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $347.40万 | 0.13% | 23,457 | -2,569 | -9.9% | -$38.05万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $341.43万 | 0.12% | 30,709 | 685 | 2.3% | $7.62万 | 加仓 |
| ESGD | ISHARES TR | $340.54万 | 0.12% | 35,614 | -613 | -1.7% | -$5.86万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $336.59万 | 0.12% | 8,077 | -212 | -2.6% | -$8.83万 | 减仓 |
| BAC | BANK AMERICA CORP | $331.80万 | 0.12% | 68,061 | -8,364 | -10.9% | -$40.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $325.95万 | 0.12% | 16,613 | -2,302 | -12.2% | -$45.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $324.20万 | 0.12% | 16,700 | -6,883 | -29.2% | -$133.62万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $310.20万 | 0.11% | 10,787 | 10,659 | 8,327.3% | $306.52万 | 加仓 |