Sequoia Financial Advisors, LLC
Akron OH · SEC CIK 0001599900
$178.82亿2026Q1 申报市值
1,921持仓数
30.2%前十大占比 · 第一大 6.8%
149 / 114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
PYLD 加仓+$4,021.89万
BINC 加仓+$3,934.20万
JPIE 加仓+$3,645.80万
BSV 加仓+$3,532.00万
GOOG 加仓+$3,313.24万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$4,484.40万
VNQ 减仓-$2,076.09万
VICI 减仓-$1,964.84万
NXPI 减仓-$1,876.43万
NSC 减仓-$1,790.63万
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 |
|---|---|---|---|---|---|---|---|---|
| EL | LAUDER ESTEE COS INC | $57.15万 | 0.00% | 7,963 | 1,570 | 24.6% | $11.27万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $57.27万 | 0.00% | 68,340 | 439 | 0.6% | $3,679 | 加仓 |
| KEX | KIRBY CORP | $57.43万 | 0.00% | 4,322 | -1,284 | -22.9% | -$17.06万 | 减仓 |
| ORI | OLD REP INTL CORP | $57.81万 | 0.00% | 14,488 | -18,038 | -55.5% | -$71.97万 | 减仓 |
| WDFC | WD 40 CO | $57.82万 | 0.00% | 2,835 | 110 | 4.0% | $2.24万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $57.88万 | 0.00% | 4,629 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $57.90万 | 0.00% | 20,901 | 7,429 | 55.1% | $20.58万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $58.05万 | 0.00% | 15,512 | -1,581 | -9.2% | -$5.92万 | 减仓 |
| GPC | GENUINE PARTS CO | $58.06万 | 0.00% | 5,490 | 218 | 4.1% | $2.31万 | 加仓 |
| PINS | PINTEREST INC | $58.12万 | 0.00% | 31,688 | 10,942 | 52.7% | $20.07万 | 加仓 |
| HUN | HUNTSMAN CORP | $58.41万 | 0.00% | 43,886 | 5,730 | 15.0% | $7.63万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $58.48万 | 0.00% | 4,113 | -3,257 | -44.2% | -$46.31万 | 减仓 |
| M | MACYS INC | $58.57万 | 0.00% | 32,379 | 5,171 | 19.0% | $9.35万 | 加仓 |
| RNST | RENASANT CORP | $58.60万 | 0.00% | 16,219 | -1,068 | -6.2% | -$3.86万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $58.72万 | 0.00% | 17,865 | 2 | 0.0% | $66 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $58.73万 | 0.00% | 24,212 | -6,850 | -22.1% | -$16.62万 | 减仓 |
| IYJ | ISHARES TR | $58.84万 | 0.00% | 3,988 | 697 | 21.2% | $10.28万 | 加仓 |
| H | HYATT HOTELS CORP | $59.17万 | 0.00% | 4,115 | -978 | -19.2% | -$14.06万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $59.22万 | 0.00% | 12,758 | 3,709 | 41.0% | $17.22万 | 加仓 |
| CSL | CARLISLE COS INC | $59.32万 | 0.00% | 1,778 | 80 | 4.7% | $2.67万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $59.75万 | 0.00% | 16,570 | -6,472 | -28.1% | -$23.34万 | 减仓 |
| IEX | IDEX CORP | $60.01万 | 0.00% | 3,166 | 44 | 1.4% | $8,340 | 加仓 |
| LSTR | LANDSTAR SYS INC | $60.13万 | 0.00% | 3,751 | 793 | 26.8% | $12.71万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $60.23万 | 0.00% | 6,527 | -1,800 | -21.6% | -$16.61万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $60.25万 | 0.00% | 3,493 | 285 | 8.9% | $4.92万 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $60.29万 | 0.00% | 14,562 | 9,827 | 207.5% | $40.68万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $60.35万 | 0.00% | 25,218 | -6,427 | -20.3% | -$15.38万 | 减仓 |
| VDE | VANGUARD WORLD FD | $60.47万 | 0.00% | 3,494 | -540 | -13.4% | -$9.35万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $60.50万 | 0.00% | 28,975 | -7,295 | -20.1% | -$15.23万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $60.53万 | 0.00% | 4,980 | 2,779 | 126.3% | $33.78万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $60.63万 | 0.00% | 8,068 | 3,883 | 92.8% | $29.18万 | 加仓 |
| IDA | IDACORP INC | $60.73万 | 0.00% | 4,248 | -2,005 | -32.1% | -$28.67万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $60.76万 | 0.00% | 3,360 | -412 | -10.9% | -$7.45万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $60.76万 | 0.00% | 5,960 | 3,050 | 104.8% | $31.10万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $60.89万 | 0.00% | 9,523 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $60.95万 | 0.00% | 6,997 | -5,554 | -44.3% | -$48.38万 | 减仓 |
| AIZ | ASSURANT INC | $60.99万 | 0.00% | 2,800 | -1,145 | -29.0% | -$24.94万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $61.10万 | 0.00% | 3,032 | -952 | -23.9% | -$19.18万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $61.10万 | 0.00% | 121,470 | 7,140 | 6.2% | $3.59万 | 加仓 |
| — | PRINCETON BANCORP INC | $61.16万 | 0.00% | 18,110 | 12 | 0.1% | $405 | 加仓 |
| FUTU | FUTU HLDGS LTD | $61.30万 | 0.00% | 4,482 | 166 | 3.8% | $2.27万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $61.33万 | 0.00% | 14,142 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $61.44万 | 0.00% | 5,921 | 3,572 | 152.1% | $37.06万 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $61.57万 | 0.00% | 7,982 | -2,896 | -26.6% | -$22.34万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $61.61万 | 0.00% | 28,245 | -6,980 | -19.8% | -$15.23万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $61.62万 | 0.00% | 24,667 | 575 | 2.4% | $1.44万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $61.68万 | 0.00% | 8,914 | -2,603 | -22.6% | -$18.01万 | 减仓 |
| AOS | SMITH A O CORP | $61.78万 | 0.00% | 9,369 | -1,882 | -16.7% | -$12.41万 | 减仓 |
| VFH | VANGUARD WORLD FD | $61.80万 | 0.00% | 5,116 | 152 | 3.1% | $1.84万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $61.95万 | 0.00% | 5,643 | 2,281 | 67.8% | $25.04万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $62.00万 | 0.00% | 24,945 | -6,095 | -19.6% | -$15.15万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $62.01万 | 0.00% | 7,293 | -449 | -5.8% | -$3.82万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $62.32万 | 0.00% | 6,736 | -1,386 | -17.1% | -$12.82万 | 减仓 |
| NICE | NICE LTD | $62.35万 | 0.00% | 5,655 | 1,783 | 46.0% | $19.66万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $62.39万 | 0.00% | 21,664 | -76 | -0.3% | -$2,189 | 减仓 |
| OGS | ONE GAS INC | $62.46万 | 0.00% | 7,252 | -388 | -5.1% | -$3.34万 | 减仓 |
| REG | REGENCY CTRS CORP | $62.50万 | 0.00% | 8,261 | 1,332 | 19.2% | $10.08万 | 加仓 |
| COO | COOPER COS INC | $62.79万 | 0.00% | 8,782 | -896 | -9.3% | -$6.41万 | 减仓 |
| ALLE | ALLEGION PLC | $62.83万 | 0.00% | 4,324 | -1,339 | -23.6% | -$19.46万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $62.91万 | 0.00% | 8,536 | -4,400 | -34.0% | -$32.43万 | 减仓 |
| CGNX | COGNEX CORP | $63.09万 | 0.00% | 12,879 | 1,044 | 8.8% | $5.11万 | 加仓 |
| SE | SEA LTD | $63.22万 | 0.00% | 7,635 | 2,235 | 41.4% | $18.51万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $63.28万 | 0.00% | 39,773 | -5,203 | -11.6% | -$8.28万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $63.35万 | 0.00% | 33,934 | 18,244 | 116.3% | $34.06万 | 加仓 |
| RBLX | ROBLOX CORP | $63.38万 | 0.00% | 11,207 | 814 | 7.8% | $4.60万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $63.53万 | 0.00% | 337 | 38 | 12.7% | $7.16万 | 加仓 |
| LFUS | LITTELFUSE INC | $63.77万 | 0.00% | 1,879 | -719 | -27.7% | -$24.40万 | 减仓 |
| TFSL | TFS FINL CORP | $63.81万 | 0.00% | 45,418 | 1,155 | 2.6% | $1.62万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $63.88万 | 0.00% | 4,849 | -894 | -15.6% | -$11.78万 | 减仓 |
| OEF | ISHARES TR | $63.88万 | 0.00% | 2,008 | -343 | -14.6% | -$10.91万 | 减仓 |
| WRB | BERKLEY W R CORP | $63.92万 | 0.00% | 9,644 | 343 | 3.7% | $2.27万 | 加仓 |
| — | WEBSTER FINL CORP | $64.10万 | 0.00% | 9,233 | -2,645 | -22.3% | -$18.36万 | 减仓 |
| HUM | HUMANA INC | $64.11万 | 0.00% | 3,698 | -2,386 | -39.2% | -$41.37万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $64.21万 | 0.00% | 2,959 | -810 | -21.5% | -$17.58万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $64.22万 | 0.00% | 28,204 | 8,456 | 42.8% | $19.25万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $64.25万 | 0.00% | 4,911 | 536 | 12.3% | $7.01万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $64.85万 | 0.00% | 8,775 | -154 | -1.7% | -$1.14万 | 减仓 |
| PVH | PVH CORPORATION | $64.96万 | 0.00% | 9,312 | 6,844 | 277.3% | $47.74万 | 重新持有 |
| GNMA | ISHARES TR | $65.23万 | 0.00% | 14,715 | -991 | -6.3% | -$4.39万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $65.48万 | 0.00% | 3,095 | 136 | 4.6% | $2.88万 | 加仓 |
| BBY | BEST BUY INC | $65.51万 | 0.00% | 10,204 | -1,042 | -9.3% | -$6.69万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $65.58万 | 0.00% | 3,280 | -986 | -23.1% | -$19.71万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $65.58万 | 0.00% | 18,370 | 4,002 | 27.9% | $14.29万 | 加仓 |
| EMLC | VANECK ETF TRUST | $65.72万 | 0.00% | 26,173 | 4,081 | 18.5% | $10.25万 | 加仓 |
| LII | LENNOX INTL INC | $65.78万 | 0.00% | 1,417 | 193 | 15.8% | $8.96万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $65.85万 | 0.00% | 3,503 | -681 | -16.3% | -$12.80万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $65.85万 | 0.00% | 27,134 | -5,368 | -16.5% | -$13.03万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $65.89万 | 0.00% | 6,695 | -369 | -5.2% | -$3.63万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $65.98万 | 0.00% | 7,659 | 7,659 | — | $65.98万 | 新建仓 |
| DLS | WISDOMTREE TR | $66.08万 | 0.00% | 8,108 | -134 | -1.6% | -$1.09万 | 减仓 |
| HPQ | HP INC | $66.15万 | 0.00% | 34,437 | -2,915 | -7.8% | -$5.60万 | 减仓 |
| RNG | RINGCENTRAL INC | $66.23万 | 0.00% | 17,808 | 9,441 | 112.8% | $35.11万 | 加仓 |
| — | GOLDEN ENTMT INC | $66.24万 | 0.00% | 24,820 | 47 | 0.2% | $1,254 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $66.29万 | 0.00% | 14,183 | -13 | -0.1% | -$608 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $66.50万 | 0.00% | 10,405 | -5,649 | -35.2% | -$36.10万 | 减仓 |
| CLX | CLOROX CO DEL | $66.67万 | 0.00% | 6,433 | 411 | 6.8% | $4.26万 | 加仓 |
| XPO | XPO INC | $66.67万 | 0.00% | 3,427 | -165 | -4.6% | -$3.21万 | 减仓 |
| JNK | SPDR SERIES TRUST | $66.73万 | 0.00% | 6,972 | -1,675 | -19.4% | -$16.03万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $66.90万 | 0.00% | 3,251 | 229 | 7.6% | $4.71万 | 加仓 |
| UI | UBIQUITI INC | $67.02万 | 0.00% | 848 | 100 | 13.4% | $7.90万 | 加仓 |