SageView Advisory Group, LLC 13F 持仓 · 2026年Q2
SageView Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 615 只证券，申报市值合计 30.51 亿美元。前几大持仓：AGG（11.46%）、VONV（9.63%）、VONG（8.09%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $349.7M | 11.46% | 3.5M | 减持 |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $293.9M | 9.63% | 2.8M | 减持 |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $246.9M | 8.09% | 1.9M | 减持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $173.3M | 5.68% | 6.3M | 减持 |
| 5 | VXF | VANGUARD INDEX FDS | $157.2M | 5.15% | 638,507 | 减持 |
| 6 | SCHE | SCHWAB STRATEGIC TR | $114.9M | 3.77% | 3.2M | 减持 |
| 7 | IAGG | ISHARES TR | $102.4M | 3.35% | 2.0M | 减持 |
| 8 | REET | ISHARES TR | $89.5M | 2.93% | 3.2M | 减持 |
| 9 | SCHC | SCHWAB STRATEGIC TR | $82.0M | 2.69% | 1.7M | 减持 |
| 10 | IVV | ISHARES TR | $70.1M | 2.30% | 93,564 | 增持 |
| 11 | AAPL | APPLE INC | $51.1M | 1.68% | 176,758 | 减持 |
| 12 | BND | VANGUARD BD INDEX FDS | $44.1M | 1.45% | 601,332 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $29.1M | 0.95% | 145,314 | 减持 |
| 14 | SPHY | SPDR SERIES TRUST | $28.4M | 0.93% | 1.2M | 减持 |
| 15 | MUB | ISHARES TR | $27.0M | 0.88% | 250,803 | 减持 |
| 16 | SPDW | SPDR INDEX SHS FDS | $25.8M | 0.84% | 511,049 | 增持 |
| 17 | EMB | ISHARES TR | $24.7M | 0.81% | 256,088 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $22.5M | 0.74% | 60,310 | 减持 |
| 19 | IEMG | ISHARES INC | $20.0M | 0.66% | 241,387 | 增持 |
| 20 | GOOGL | ALPHABET INC | $19.4M | 0.64% | 54,222 | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $19.2M | 0.63% | 51,869 | 减持 |
| 22 | IEFA | ISHARES TR | $17.5M | 0.57% | 181,320 | 减持 |
| 23 | TILT | FLEXSHARES TR | $17.1M | 0.56% | 62,120 | 减持 |
| 24 | IJH | ISHARES TR | $16.3M | 0.54% | 211,782 | 增持 |
| 25 | AMZN | AMAZON COM INC | $15.7M | 0.52% | 66,025 | 减持 |
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