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SAGE FINANCIAL GROUP INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SAGE FINANCIAL GROUP INC
报告期 2026-03-31 · CIK 0000882119
持仓数
107
前50大市值合计
$1.51B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 110 项
建仓 38
增持 25
减持 22
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
-$70.6M
7,870,702
+0%
增持
VUG
VANGUARD INDEX FDS
-$9.6M
151,783
+1%
增持
PFF
ISHARES TR
+$8.7M
324,475
+495%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ACWX
ISHARES TR
-$6.7M
50,309
-71%
减持
SCHP
SCHWAB STRATEGIC TR
-$6.2M
280,267
-22%
增持
IJH
ISHARES TR
-$6.1M
154,695
+1%
减持
VTV
VANGUARD INDEX FDS
-$5.8M
329,123
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.7M
305,923
+75%
减持
SCHC
SCHWAB STRATEGIC TR
-$4.7M
7,025
-95%
减持
IJR
ISHARES TR
-$4.1M
258,536
-0%
建仓
IVV
ISHARES TR
+$4.0M
10,490
减持
VOO
VANGUARD INDEX FDS
-$3.6M
50,369
-1%
增持
IGSB
ISHARES TR
+$3.5M
124,673
+130%
减持
EMB
ISHARES TR
-$3.1M
22,258
-57%
减持
JUST
GOLDMAN SACHS ETF TR
-$2.7M
25,220
-60%
建仓
TIP
ISHARES TR
+$2.6M
22,700
增持
VBK
VANGUARD INDEX FDS
-$2.4M
51,476
+2%
减持
VOE
VANGUARD INDEX FDS
-$2.2M
101,027
-1%
增持
IWF
ISHARES TR
-$1.8M
30,785
+0%
减持
VOT
VANGUARD INDEX FDS
-$1.7M
31,311
-3%
增持
AOR
ISHARES TR
+$1.7M
115,362
+61%
建仓
IWB
ISHARES TR
+$1.7M
7,989
减持
SLYV
SPDR SER TR
-$1.6M
141,901
-1%
建仓
VB
VANGUARD INDEX FDS
+$1.6M
8,897
建仓
SPY
SPDR S&P 500 ETF TR
+$1.4M
3,652
增持
SCHV
SCHWAB STRATEGIC TR
-$1.4M
257,311
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
28,302
-47%
减持
TFI
SPDR SER TR
-$1.2M
41,572
-36%
建仓
BSV
VANGUARD BD INDEX FDS
+$1.1M
13,932
减持
VBR
VANGUARD INDEX FDS
-$1.0M
39,408
-0%
增持
SCHM
SCHWAB STRATEGIC TR
-$1.0M
179,871
+11%
清仓
IEMG
ISHARES INC
-$997.0K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
-$986.0K
247,173
+10%
清仓
QAI
INDEXIQ ETF TR
-$882.0K
0
-100%
减持
MDYV
SPDR SER TR
-$835.0K
74,759
-2%
建仓
HDV
ISHARES TR
+$806.0K
8,021
建仓
MDYG
SPDR SER TR
+$800.0K
13,129
建仓
SYSB
ISHARES TR
+$792.0K
9,224
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$745.0K
36,760
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$709.0K
17,369
建仓
BND
VANGUARD BD INDEX FDS
+$668.0K
8,881
减持
IWD
ISHARES TR
-$648.0K
26,501
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$638.0K
480,890
+18%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$589.0K
4,106
建仓
VTI
VANGUARD INDEX FDS
+$572.0K
3,030
建仓
EMXC
ISHARES INC
+$562.0K
11,758
减持
DSI
ISHARES TR
-$553.0K
17,146
-17%
清仓
SRLN
SSGA ACTIVE ETF TR
-$519.0K
0
-100%
建仓
AGG
ISHARES TR
+$513.0K
5,042
清仓
EEM
ISHARES TR
-$497.0K
0
-100%
减持
IWS
ISHARES TR
-$486.0K
26,256
-0%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$461.0K
37,365
建仓
IGF
ISHARES TR
+$438.0K
9,360
建仓
EFG
ISHARES TR
+$403.0K
5,008
建仓
USMV
ISHARES TR
+$394.0K
5,612
建仓
EFA
ISHARES TR
+$394.0K
6,305
减持
ESML
ISHARES TR
-$388.0K
18,512
-27%
建仓
IMCV
ISHARES TR
+$383.0K
6,459
建仓
IWN
ISHARES TR
+$369.0K
2,713
建仓
SUSA
ISHARES TR
+$346.0K
4,293
增持
VV
VANGUARD INDEX FDS
-$332.0K
112,822
+19%
建仓
IVW
ISHARES TR
+$321.0K
5,312
建仓
VNQ
VANGUARD INDEX FDS
+$319.0K
3,503
建仓
IWM
ISHARES TR
+$310.0K
1,829
建仓
IJS
ISHARES TR
+$296.0K
3,324
建仓
QQQ
INVESCO QQQ TR
+$280.0K
999
建仓
ESGD
ISHARES TR
+$272.0K
4,331
建仓
IWO
ISHARES TR
+$265.0K
1,286
建仓
SCHF
SCHWAB STRATEGIC TR
+$259.0K
8,224
增持
SCHG
SCHWAB STRATEGIC TR
+$254.0K
121,896
+34%
建仓
ESGU
ISHARES TR
+$246.0K
2,935
建仓
MSFT
MICROSOFT CORP
+$242.0K
942
建仓
SCHZ
SCHWAB STRATEGIC TR
+$236.0K
4,936
建仓
SCHB
SCHWAB STRATEGIC TR
+$233.0K
5,273
建仓
IJJ
ISHARES TR
+$232.0K
2,457
增持
SLYG
SPDR SER TR
-$229.0K
18,928
+2%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$219.0K
710
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$211.0K
17,327
+32%
增持
AAPL
APPLE INC
+$193.0K
2,040
+315%
增持
JNJ
JOHNSON & JOHNSON
+$175.0K
2,582
+62%
减持
SCHE
SCHWAB STRATEGIC TR
-$155.0K
7,936
-38%
减持
SCHD
SCHWAB STRATEGIC TR
-$147.0K
19,664
-0%
增持
IWP
ISHARES TR
-$130.0K
16,958
+16%
增持
VO
VANGUARD INDEX FDS
-$119.0K
24,436
+18%
清仓
PG
PROCTER AND GAMBLE CO
-$117.0K
0
-100%
清仓
—
DEUTSCHE BANK A G
-$105.0K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$100.0K
11,763
-17%
清仓
CAT
CATERPILLAR INC
-$89.0K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$83.0K
0
-100%
增持
IXUS
ISHARES TR
-$73.0K
12,100
+6%
清仓
THG
HANOVER INS GROUP INC
-$60.0K
0
-100%
清仓
—
CHUBB LIMITED
-$53.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$47.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$45.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$44.0K
0
-100%
增持
ICLN
ISHARES TR
-$41.0K
22,413
+3%
清仓
FNB
F N B CORP
-$37.0K
0
-100%
增持
HSY
HERSHEY CO
+$24.0K
1,082
+12%
清仓
C
CITIGROUP INC
-$24.0K
0
-100%
清仓
—
NATWEST GROUP PLC
-$23.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$18.0K
0
-100%
清仓
CAC
CAMDEN NATL CORP
-$14.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$14.0K
0
-100%
清仓
PPL
PPL CORP
-$14.0K
0
-100%
清仓
DOW
DOW INC
-$12.0K
0
-100%
清仓
NTR
NUTRIEN LTD
-$11.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$11.0K
0
-100%
增持
NULV
NUSHARES ETF TR
-$7.0K
11,454
+12%
清仓
CRD/A
CRAWFORD & CO
-$6.0K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$4.0K
0
-100%
