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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $3.50亿 | 11.46% | 3,533,005 | -177,449 | -4.8% | -$1,756.39万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.94亿 | 9.63% | 2,764,707 | -205,054 | -6.9% | -$2,179.93万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.47亿 | 8.09% | 1,931,426 | -131,644 | -6.4% | -$1,682.54万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.73亿 | 5.68% | 6,255,699 | -357,677 | -5.4% | -$990.77万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1.57亿 | 5.15% | 638,507 | -30,503 | -4.6% | -$751.01万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.15亿 | 3.77% | 3,169,433 | -196,375 | -5.8% | -$712.06万 | 减仓 |
| IAGG | ISHARES TR | $1.02亿 | 3.35% | 2,023,152 | -177,839 | -8.1% | -$899.87万 | 减仓 |
| REET | ISHARES TR | $8,954.31万 | 2.93% | 3,241,966 | -132,148 | -3.9% | -$364.99万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $8,195.23万 | 2.69% | 1,703,083 | -78,006 | -4.4% | -$375.36万 | 减仓 |
| IVV | ISHARES TR | $7,006.95万 | 2.30% | 93,564 | 49,692 | 113.3% | $3,721.40万 | 加仓 |
| AAPL | APPLE INC | $5,114.66万 | 1.68% | 176,758 | -2,148 | -1.2% | -$62.15万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $4,414.38万 | 1.45% | 601,332 | 478,184 | 388.3% | $3,510.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,907.59万 | 0.95% | 145,314 | -3,865 | -2.6% | -$77.33万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $2,835.30万 | 0.93% | 1,209,597 | -110,205 | -8.4% | -$258.32万 | 减仓 |
| MUB | ISHARES TR | $2,699.15万 | 0.88% | 250,803 | -13,291 | -5.0% | -$143.04万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,575.17万 | 0.84% | 511,049 | 443,336 | 654.7% | $2,233.97万 | 加仓 |
| EMB | ISHARES TR | $2,469.71万 | 0.81% | 256,088 | -15,675 | -5.8% | -$151.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,249.67万 | 0.74% | 60,310 | -2,666 | -4.2% | -$99.45万 | 减仓 |
| IEMG | ISHARES INC | $1,999.66万 | 0.66% | 241,387 | 118,996 | 97.2% | $985.77万 | 加仓 |
| GOOGL | ALPHABET INC | $1,937.71万 | 0.64% | 54,222 | -526 | -1.0% | -$18.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,919.34万 | 0.63% | 51,869 | -960 | -1.8% | -$35.52万 | 减仓 |
| IEFA | ISHARES TR | $1,751.19万 | 0.57% | 181,320 | -2,783 | -1.5% | -$26.88万 | 减仓 |
| TILT | FLEXSHARES TR | $1,714.93万 | 0.56% | 62,120 | -1,069 | -1.7% | -$29.51万 | 减仓 |
| IJH | ISHARES TR | $1,633.05万 | 0.54% | 211,782 | 11,467 | 5.7% | $88.42万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,596.83万 | 0.52% | 236,358 | 214,214 | 967.4% | $1,447.23万 | 加仓 |
| AMZN | AMAZON COM INC | $1,573.65万 | 0.52% | 66,025 | -40 | -0.1% | -$9,534 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,350.18万 | 0.44% | 92,074 | -16 | -0.0% | -$2,346 | 减仓 |
| LLY | ELI LILLY & CO | $1,325.03万 | 0.43% | 11,047 | -324 | -2.8% | -$38.86万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,323.52万 | 0.43% | 100,084 | 1,129 | 1.1% | $14.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,243.81万 | 0.41% | 37,999 | -402 | -1.0% | -$13.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,197.50万 | 0.39% | 269,949 | -11,821 | -4.2% | -$52.44万 | 减仓 |
| CSCO | CISCO SYS INC | $1,130.35万 | 0.37% | 96,233 | 221 | 0.2% | $2.60万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $1,114.32万 | 0.37% | 177,552 | 2,083 | 1.2% | $13.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,095.50万 | 0.36% | 15,951 | -129 | -0.8% | -$8.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,086.42万 | 0.36% | 482,639 | -19,266 | -3.8% | -$43.37万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $1,066.66万 | 0.35% | 233,712 | -10,066 | -4.1% | -$45.94万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,052.56万 | 0.34% | 127,351 | 73,821 | 137.9% | $610.13万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $1,030.81万 | 0.34% | 223,846 | -9,925 | -4.2% | -$45.70万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,020.55万 | 0.33% | 510,851 | -21,992 | -4.1% | -$43.93万 | 减仓 |
| AVGO | BROADCOM INC | $1,018.11万 | 0.33% | 26,952 | -704 | -2.5% | -$26.59万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $1,012.95万 | 0.33% | 123,020 | 1,698 | 1.4% | $13.98万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $968.69万 | 0.32% | 124,335 | 88,103 | 243.2% | $686.41万 | 加仓 |
| VV | VANGUARD INDEX FDS | $865.95万 | 0.28% | 25,180 | -259 | -1.0% | -$8.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $865.19万 | 0.28% | 98,451 | 83,036 | 538.7% | $729.72万 | 加仓 |
| META | META PLATFORMS INC | $865.10万 | 0.28% | 15,359 | -2,259 | -12.8% | -$127.24万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $841.24万 | 0.28% | 67,429 | 59,680 | 770.2% | $744.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $802.36万 | 0.26% | 231,896 | -10,234 | -4.2% | -$35.41万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $802.14万 | 0.26% | 216,854 | -9,544 | -4.2% | -$35.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $790.72万 | 0.26% | 259,720 | -11,051 | -4.1% | -$33.64万 | 减仓 |
| SUB | ISHARES TR | $754.69万 | 0.25% | 70,883 | -442 | -0.6% | -$4.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $744.30万 | 0.24% | 9,967 | -56 | -0.6% | -$4.18万 | 减仓 |
| BKMS | BNY MELLON ETF TRUST II | $693.67万 | 0.23% | 271,600 | -4,870 | -1.8% | -$12.44万 | 减仓 |
| USMV | ISHARES TR | $691.37万 | 0.23% | 71,674 | -879 | -1.2% | -$8.48万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $690.29万 | 0.23% | 261,058 | 3,396 | 1.3% | $8.98万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $689.10万 | 0.23% | 24,761 | -3,062 | -11.0% | -$85.22万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $682.30万 | 0.22% | 154,963 | 140,878 | 1,000.2% | $620.28万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $670.45万 | 0.22% | 158,837 | -15,287 | -8.8% | -$64.53万 | 减仓 |
| HD | HOME DEPOT INC | $660.44万 | 0.22% | 18,726 | -350 | -1.8% | -$12.34万 | 减仓 |
| IWL | ISHARES TR | $660.13万 | 0.22% | 35,692 | -322 | -0.9% | -$5.96万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $656.63万 | 0.22% | 111,330 | 97,694 | 716.4% | $576.20万 | 加仓 |
| TSLA | TESLA INC | $655.37万 | 0.21% | 15,581 | -251 | -1.6% | -$10.56万 | 减仓 |
| IWR | ISHARES TR | $646.58万 | 0.21% | 58,609 | 3,015 | 5.4% | $33.26万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $642.79万 | 0.21% | 75,189 | -893 | -1.2% | -$7.63万 | 减仓 |
| TLTD | FLEXSHARES TR | $628.74万 | 0.21% | 64,108 | -92 | -0.1% | -$9,023 | 减仓 |
| SPSB | SPDR SERIES TRUST | $628.66万 | 0.21% | 209,484 | 197,869 | 1,703.6% | $593.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $623.84万 | 0.20% | 12,467 | -160 | -1.3% | -$8.01万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $621.63万 | 0.20% | 246,579 | -3,448 | -1.4% | -$8.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $611.78万 | 0.20% | 163,752 | -8,135 | -4.7% | -$30.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $607.98万 | 0.20% | 214,228 | -10,350 | -4.6% | -$29.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $607.76万 | 0.20% | 73,811 | 63,763 | 634.6% | $525.03万 | 加仓 |
| IJR | ISHARES TR | $606.64万 | 0.20% | 40,903 | -113 | -0.3% | -$1.68万 | 减仓 |
| ADSK | AUTODESK INC | $595.57万 | 0.20% | 30,633 | -85 | -0.3% | -$1.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $592.56万 | 0.19% | 207,007 | -9,863 | -4.5% | -$28.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $583.39万 | 0.19% | 19,246 | -723 | -3.6% | -$21.92万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $579.69万 | 0.19% | 56,253 | 51,098 | 991.2% | $526.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $568.96万 | 0.19% | 9,794 | 1,186 | 13.8% | $68.90万 | 加仓 |
| — | EXXON MOBIL CORP | $550.46万 | 0.18% | 40,261 | -2,382 | -5.6% | -$32.57万 | 减仓 |
| QUAL | ISHARES TR | $547.07万 | 0.18% | 24,931 | -69 | -0.3% | -$1.51万 | 减仓 |
| SRE | SEMPRA | $546.14万 | 0.18% | 58,909 | -1,795 | -3.0% | -$16.64万 | 减仓 |
| V | VISA INC | $507.03万 | 0.17% | 14,778 | -875 | -5.6% | -$30.02万 | 减仓 |
| TXN | TEXAS INSTRS INC | $504.77万 | 0.17% | 16,934 | 234 | 1.4% | $6.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $503.59万 | 0.17% | 4,362 | -364 | -7.7% | -$42.02万 | 减仓 |
| EMXC | ISHARES INC | $503.03万 | 0.16% | 49,172 | -105 | -0.2% | -$1.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $501.93万 | 0.16% | 19,763 | -1,378 | -6.5% | -$35.00万 | 减仓 |
| ARDT | ARDENT HEALTH INC | $472.76万 | 0.15% | 480,447 | -160,149 | -25.0% | -$157.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $469.29万 | 0.15% | 6,373 | 5 | 0.1% | $3,682 | 加仓 |
| WMT | WALMART INC | $469.14万 | 0.15% | 41,421 | -965 | -2.3% | -$10.93万 | 减仓 |
| GOOG | ALPHABET INC | $468.88万 | 0.15% | 13,271 | -448 | -3.3% | -$15.83万 | 减仓 |
| DSI | ISHARES TR | $462.58万 | 0.15% | 32,487 | -6,635 | -17.0% | -$94.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $450.82万 | 0.15% | 4,819 | 255 | 5.6% | $23.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $447.50万 | 0.15% | 24,736 | -240 | -1.0% | -$4.34万 | 减仓 |
| EAGG | ISHARES TR | $443.84万 | 0.15% | 93,618 | -1,172 | -1.2% | -$5.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $442.82万 | 0.15% | 51,407 | -1,087 | -2.1% | -$9.36万 | 减仓 |
| SHYG | ISHARES TR | $440.70万 | 0.14% | 103,914 | 1,206 | 1.2% | $5.11万 | 加仓 |
| IGIB | ISHARES TR | $432.83万 | 0.14% | 81,404 | -1,391 | -1.7% | -$7.40万 | 减仓 |
| INTC | INTEL CORP | $429.05万 | 0.14% | 30,728 | 2,205 | 7.7% | $30.79万 | 加仓 |
| EZU | ISHARES INC | $423.22万 | 0.14% | 60,895 | 15,746 | 34.9% | $109.43万 | 加仓 |
| MCD | MCDONALDS CORP | $418.42万 | 0.14% | 15,479 | -892 | -5.4% | -$24.11万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $410.30万 | 0.13% | 120,129 | -5,690 | -4.5% | -$19.43万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $410.07万 | 0.13% | 89,731 | 864 | 1.0% | $3.95万 | 加仓 |