Sequoia Financial Advisors, LLC
Akron OH · SEC CIK 0001599900
$200.66亿2026Q2 申报市值
2,163持仓数
30.5%前十大占比 · 第一大 7.1%
288 / 104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
ROK 加仓+$3,863.20万
PYLD 加仓+$3,729.93万
BINC 加仓+$3,611.47万
JPIE 加仓+$3,443.61万
NVDA 加仓+$3,129.03万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$8,096.62万
WYNN 减仓-$7,819.27万
PANW 减仓-$2,740.47万
CRM 减仓-$2,620.74万
SHW 减仓-$2,422.09万
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 |
|---|---|---|---|---|---|---|---|---|
| FRT | FEDERAL RLTY INVT TR NEW | $47.64万 | 0.00% | 3,859 | -36 | -0.9% | -$4,444 | 减仓 |
| MCBS | METROCITY BANKSHARES INC | $47.98万 | 0.00% | 13,369 | 13,369 | — | $47.98万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $48.18万 | 0.00% | 6,182 | 23 | 0.4% | $1,793 | 加仓 |
| PBF | PBF ENERGY INC | $48.39万 | 0.00% | 10,631 | 5,969 | 128.0% | $27.17万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $48.46万 | 0.00% | 12,733 | -3,837 | -23.2% | -$14.60万 | 减仓 |
| APTV | APTIV PLC | $48.54万 | 0.00% | 7,908 | 846 | 12.0% | $5.19万 | 加仓 |
| INGR | INGREDION INC | $48.56万 | 0.00% | 5,127 | -9,149 | -64.1% | -$86.65万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $48.59万 | 0.00% | 5,398 | 329 | 6.5% | $2.96万 | 加仓 |
| BMI | BADGER METER INC | $48.65万 | 0.00% | 3,279 | -359 | -9.9% | -$5.33万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $48.69万 | 0.00% | 15,191 | -174 | -1.1% | -$5,577 | 减仓 |
| — | PARNASSUS INCOME FDS | $48.75万 | 0.00% | 16,932 | -20,983 | -55.3% | -$60.42万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $48.93万 | 0.00% | 18,684 | -2,980 | -13.8% | -$7.80万 | 减仓 |
| G | GENPACT LIMITED | $48.97万 | 0.00% | 17,806 | 6,520 | 57.8% | $17.93万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $49.11万 | 0.00% | 4,510 | 57 | 1.3% | $6,207 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $49.11万 | 0.00% | 11,074 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $49.26万 | 0.00% | 10,997 | 585 | 5.6% | $2.62万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $49.26万 | 0.00% | 45,446 | -5,928 | -11.5% | -$6.43万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $49.53万 | 0.00% | 4,486 | -28 | -0.6% | -$3,091 | 减仓 |
| VDE | VANGUARD WORLD FD | $49.54万 | 0.00% | 3,300 | -194 | -5.6% | -$2.91万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $49.61万 | 0.00% | 6,718 | 6,718 | — | $49.61万 | 新建仓 |
| PLXS | PLEXUS CORP | $49.70万 | 0.00% | 1,653 | 167 | 11.2% | $5.02万 | 加仓 |
| CDW | CDW CORP | $49.82万 | 0.00% | 3,543 | 889 | 33.5% | $12.50万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $49.96万 | 0.00% | 33,438 | 20,893 | 166.5% | $31.21万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $50.00万 | 0.00% | 7,686 | 7,686 | — | $50.00万 | 新建仓 |
| PTC | PTC INC | $50.12万 | 0.00% | 4,411 | -1,612 | -26.8% | -$18.32万 | 减仓 |
| POWL | POWELL INDS INC | $50.14万 | 0.00% | 1,751 | 29 | 1.7% | $8,304 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $50.20万 | 0.00% | 21,320 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $50.25万 | 0.00% | 6,153 | -2,655 | -30.1% | -$21.68万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $50.32万 | 0.00% | 17,466 | 4,174 | 31.4% | $12.03万 | 加仓 |
| EUHY | ISHARES INC | $50.33万 | 0.00% | 9,344 | -1,317 | -12.4% | -$7.09万 | 减仓 |
| ALV | AUTOLIV INC | $50.34万 | 0.00% | 4,333 | 600 | 16.1% | $6.97万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $50.39万 | 0.00% | 10,272 | 10,272 | — | $50.39万 | 新建仓 |
| ADC | AGREE RLTY CORP | $50.44万 | 0.00% | 6,659 | -3,809 | -36.4% | -$28.85万 | 减仓 |
| TREX | TREX INC | $50.70万 | 0.00% | 10,131 | 1,567 | 18.3% | $7.84万 | 加仓 |
| IT | GARTNER INC | $50.77万 | 0.00% | 3,917 | -827 | -17.4% | -$10.72万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $50.77万 | 0.00% | 85,040 | 57 | 0.1% | $340 | 加仓 |
| ESNT | ESSENT GROUP LTD | $50.83万 | 0.00% | 7,908 | 1,315 | 19.9% | $8.45万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $50.89万 | 0.00% | 7,724 | 7,724 | — | $50.89万 | 新建仓 |
| FIVE | FIVE BELOW INC | $50.93万 | 0.00% | 2,833 | 854 | 43.2% | $15.35万 | 加仓 |
| IOT | SAMSARA INC | $51.41万 | 0.00% | 15,852 | -6,994 | -30.6% | -$22.68万 | 减仓 |
| VALE | VALE S A | $51.48万 | 0.00% | 34,228 | -729 | -2.1% | -$1.10万 | 减仓 |
| ROL | ROLLINS INC | $51.48万 | 0.00% | 12,334 | -4,031 | -24.6% | -$16.83万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $51.66万 | 0.00% | 28,811 | -465 | -1.6% | -$8,337 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $51.94万 | 0.00% | 9,951 | -521 | -5.0% | -$2.72万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $51.97万 | 0.00% | 12,316 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $52.08万 | 0.00% | 56,182 | -45,880 | -45.0% | -$42.53万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $52.22万 | 0.00% | 30,097 | -2,557 | -7.8% | -$4.44万 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $52.31万 | 0.00% | 6,755 | 6,755 | — | $52.31万 | 新建仓 |
| USAR | USA RARE EARTH INC | $52.54万 | 0.00% | 24,346 | 2,631 | 12.1% | $5.68万 | 加仓 |
| RBA | RB GLOBAL INC | $52.59万 | 0.00% | 4,516 | 175 | 4.0% | $2.04万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $52.63万 | 0.00% | 12,743 | 493 | 4.0% | $2.04万 | 加仓 |
| PNR | PENTAIR PLC | $52.70万 | 0.00% | 6,875 | -122 | -1.7% | -$9,352 | 减仓 |
| ONB | OLD NATL BANCORP IND | $52.73万 | 0.00% | 20,359 | -1,675 | -7.6% | -$4.34万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $52.79万 | 0.00% | 91,338 | -1,242 | -1.3% | -$7,179 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $52.81万 | 0.00% | 7,216 | 1,035 | 16.7% | $7.58万 | 加仓 |
| OSK | OSHKOSH CORP | $52.87万 | 0.00% | 3,445 | 1,226 | 55.3% | $18.81万 | 加仓 |
| STIP | ISHARES TR | $52.88万 | 0.00% | 5,176 | 147 | 2.9% | $1.50万 | 加仓 |
| CLX | CLOROX CO DEL | $52.97万 | 0.00% | 5,550 | -883 | -13.7% | -$8.43万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $52.99万 | 0.00% | 21,532 | -3,686 | -14.6% | -$9.07万 | 减仓 |
| OC | OWENS CORNING NEW | $53.08万 | 0.00% | 3,339 | 1,001 | 42.8% | $15.91万 | 加仓 |
| POST | POST HLDGS INC | $53.67万 | 0.00% | 6,081 | -1,394 | -18.6% | -$12.30万 | 减仓 |
| AMRZ | AMRIZE LTD | $53.67万 | 0.00% | 10,070 | -3,243 | -24.4% | -$17.29万 | 减仓 |
| JNK | SPDR SERIES TRUST | $53.68万 | 0.00% | 5,570 | -1,402 | -20.1% | -$13.51万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $53.74万 | 0.00% | 3,792 | 3,792 | — | $53.74万 | 新建仓 |
| GNMA | ISHARES TR | $53.79万 | 0.00% | 12,161 | -2,554 | -17.4% | -$11.30万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $53.80万 | 0.00% | 4,270 | -2,363 | -35.6% | -$29.77万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $53.92万 | 0.00% | 10,609 | 3,528 | 49.8% | $17.93万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $53.93万 | 0.00% | 9,109 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $53.97万 | 0.00% | 9,039 | -1,226 | -11.9% | -$7.32万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $54.04万 | 0.00% | 22,860 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $54.06万 | 0.00% | 21,633 | -19,741 | -47.7% | -$49.33万 | 减仓 |
| MKC | MCCORMICK & CO INC | $54.10万 | 0.00% | 10,729 | 4,705 | 78.1% | $23.72万 | 加仓 |
| KOPN | KOPIN CORP | $54.11万 | 0.00% | 120,789 | 7,444 | 6.6% | $3.33万 | 加仓 |
| ICL | ICL GROUP LTD | $54.32万 | 0.00% | 109,069 | 37,913 | 53.3% | $18.88万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $54.35万 | 0.00% | 4,851 | -60 | -1.2% | -$6,722 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $54.36万 | 0.00% | 23,190 | -900 | -3.7% | -$2.11万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $54.36万 | 0.00% | 10,984 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $54.43万 | 0.00% | 31,497 | -51,427 | -62.0% | -$88.87万 | 减仓 |
| RBC | RBC BEARINGS INC | $54.55万 | 0.00% | 847 | 306 | 56.6% | $19.71万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $54.62万 | 0.00% | 22,516 | -4,791 | -17.5% | -$11.62万 | 减仓 |
| FLR | FLUOR CORP | $54.68万 | 0.00% | 10,438 | -137 | -1.3% | -$7,177 | 减仓 |
| — | COLUMBIA FINL INC | $54.76万 | 0.00% | 25,804 | 9,439 | 57.7% | $20.03万 | 加仓 |
| IYJ | ISHARES TR | $54.84万 | 0.00% | 3,291 | -697 | -17.5% | -$11.62万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $55.13万 | 0.00% | 6,076 | 3,555 | 141.0% | $32.26万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $55.26万 | 0.00% | 67,640 | -700 | -1.0% | -$5,719 | 减仓 |
| VNO | VORNADO RLTY TR | $55.27万 | 0.00% | 14,064 | 3,688 | 35.5% | $14.49万 | 加仓 |
| SUSC | ISHARES TR | $55.43万 | 0.00% | 23,943 | -14,127 | -37.1% | -$32.71万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $55.45万 | 0.00% | 14,574 | 2,603 | 21.7% | $9.90万 | 加仓 |
| CCI | CROWN CASTLE INC | $55.47万 | 0.00% | 7,325 | 353 | 5.1% | $2.67万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $55.62万 | 0.00% | 13,692 | -37,057 | -73.0% | -$150.53万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $55.69万 | 0.00% | 4,877 | 53 | 1.1% | $6,052 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $55.72万 | 0.00% | 8,193 | 3,487 | 74.1% | $23.72万 | 加仓 |
| XBI | SPDR SERIES TRUST | $55.74万 | 0.00% | 3,523 | 765 | 27.7% | $12.10万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $55.84万 | 0.00% | 8,073 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $56.17万 | 0.00% | 9,139 | 50 | 0.6% | $3,073 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $56.27万 | 0.00% | 5,376 | 2,556 | 90.6% | $26.75万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $56.31万 | 0.00% | 2,797 | 590 | 26.7% | $11.88万 | 加仓 |
| CHE | CHEMED CORP NEW | $56.31万 | 0.00% | 1,209 | 121 | 11.1% | $5.64万 | 重新持有 |
| TFSL | TFS FINL CORP | $56.45万 | 0.00% | 31,859 | -13,559 | -29.9% | -$24.03万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $56.46万 | 0.00% | 5,175 | -434 | -7.7% | -$4.74万 | 减仓 |