Sage Financial Group Inc 13F 持仓 · 2026年Q2
Sage Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 110 只证券,申报市值合计 18.05 亿美元。前几大持仓:SCHX(37.50%)、IJH(6.36%)、IJR(5.11%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $677.0M | 37.50% | 23.0M | 减持 |
| 2 | IJH | ISHARES TR | $114.8M | 6.36% | 1.5M | 增持 |
| 3 | IJR | ISHARES TR | $92.3M | 5.11% | 622,538 | 增持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $86.7M | 4.80% | 407,650 | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $78.0M | 4.32% | 1.3M | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $76.2M | 4.22% | 349,814 | 减持 |
| 7 | VUG | VANGUARD INDEX FDS | $70.5M | 3.90% | 817,902 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $63.0M | 3.49% | 752,152 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $55.8M | 3.09% | 81,282 | 减持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $37.1M | 2.05% | 1.0M | 增持 |
| 11 | VV | VANGUARD INDEX FDS | $36.5M | 2.02% | 106,130 | 减持 |
| 12 | VNQ | VANGUARD INDEX FDS | $29.5M | 1.63% | 305,846 | 增持 |
| 13 | SCHV | SCHWAB STRATEGIC TR | $27.0M | 1.50% | 776,729 | 增持 |
| 14 | SCHA | SCHWAB STRATEGIC TR | $25.7M | 1.42% | 711,360 | 增持 |
| 15 | AAPL | APPLE INC | $25.2M | 1.40% | 87,236 | 增持 |
| 16 | VBK | VANGUARD INDEX FDS | $23.8M | 1.32% | 64,985 | 增持 |
| 17 | VO | VANGUARD INDEX FDS | $21.1M | 1.17% | 262,271 | 增持 |
| 18 | VOE | VANGUARD INDEX FDS | $20.4M | 1.13% | 103,488 | 减持 |
| 19 | SCHP | SCHWAB STRATEGIC TR | $17.4M | 0.96% | 656,690 | 增持 |
| 20 | SCHG | SCHWAB STRATEGIC TR | $16.8M | 0.93% | 495,236 | 减持 |
| 21 | SLYV | SPDR SERIES TRUST | $16.7M | 0.92% | 152,819 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $16.2M | 0.90% | 53,537 | 减持 |
| 23 | IWF | ISHARES TR | $14.7M | 0.82% | 118,651 | 增持 |
| 24 | IEMG | ISHARES INC | $13.2M | 0.73% | 159,308 | 增持 |
| 25 | VOT | VANGUARD INDEX FDS | $11.6M | 0.64% | 37,754 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR