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 |
|---|---|---|---|---|---|---|---|---|
| THG | HANOVER INS GROUP INC | $67.16万 | 0.00% | 3,874 | -1,509 | -28.0% | -$26.16万 | 减仓 |
| PODD | INSULET CORP | $67.32万 | 0.00% | 3,208 | 681 | 26.9% | $14.29万 | 加仓 |
| HEFA | ISHARES TR | $67.59万 | 0.00% | 15,906 | -8,972 | -36.1% | -$38.13万 | 重新持有 |
| PB | PROSPERITY BANCSHARES INC | $67.62万 | 0.00% | 10,066 | -10,043 | -49.9% | -$67.47万 | 减仓 |
| MTDR | MATADOR RES CO | $67.63万 | 0.00% | 10,704 | -3,472 | -24.5% | -$21.94万 | 减仓 |
| RMBS | RAMBUS INC DEL | $67.77万 | 0.00% | 7,878 | 344 | 4.6% | $2.96万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $68.19万 | 0.00% | 7,257 | -240 | -3.2% | -$2.26万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $68.19万 | 0.00% | 16,094 | 4 | 0.0% | $169 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $68.20万 | 0.00% | 2,424 | -321 | -11.7% | -$9.03万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $68.22万 | 0.00% | 28,880 | -1,227 | -4.1% | -$2.90万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $68.47万 | 0.00% | 3,826 | -824 | -17.7% | -$14.75万 | 减仓 |
| VAW | VANGUARD WORLD FD | $68.80万 | 0.00% | 3,053 | 251 | 9.0% | $5.66万 | 加仓 |
| MATW | MATTHEWS INTL CORP | $69.02万 | 0.00% | 26,730 | 26,730 | — | $69.02万 | 新建仓 |
| EMB | ISHARES TR | $69.05万 | 0.00% | 7,351 | -6,511 | -47.0% | -$61.16万 | 减仓 |
| NWG | NATWEST GROUP PLC | $69.26万 | 0.00% | 46,486 | -4,488 | -8.8% | -$6.69万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $69.34万 | 0.00% | 10,338 | 3,175 | 44.3% | $21.29万 | 加仓 |
| DLN | WISDOMTREE TR | $69.37万 | 0.00% | 7,766 | -174 | -2.2% | -$1.55万 | 减仓 |
| FCN | FTI CONSULTING INC | $69.42万 | 0.00% | 3,927 | -1,411 | -26.4% | -$24.94万 | 减仓 |
| STLA | STELLANTIS N.V | $69.44万 | 0.00% | 97,944 | 50,439 | 106.2% | $35.76万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $69.45万 | 0.00% | 36,115 | -14,167 | -28.2% | -$27.24万 | 减仓 |
| SOXX | ISHARES TR | $69.99万 | 0.00% | 2,129 | -126 | -5.6% | -$4.14万 | 减仓 |
| — | STEREOTAXIS INC | $70.04万 | 0.00% | 380,652 | 380,652 | — | $70.04万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $70.04万 | 0.00% | 4,241 | -1,075 | -20.2% | -$17.75万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $70.09万 | 0.00% | 57,406 | -15 | -0.0% | -$183 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $70.18万 | 0.00% | 10,782 | 10,782 | — | $70.18万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $70.18万 | 0.00% | 60,975 | 40,284 | 194.7% | $46.37万 | 重新持有 |
| FENI | FIDELITY COVINGTON TRUST | $70.38万 | 0.00% | 18,920 | 2,197 | 13.1% | $8.17万 | 加仓 |
| NVR | NVR INC | $70.51万 | 0.00% | 107 | -26 | -19.5% | -$17.13万 | 减仓 |
| TKC | TURKCELL ILETISIM | $70.61万 | 0.00% | 117,090 | -7,368 | -5.9% | -$4.44万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $70.83万 | 0.00% | 3,732 | -2,328 | -38.4% | -$44.18万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $70.84万 | 0.00% | 36,975 | 11,984 | 48.0% | $22.96万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $71.08万 | 0.00% | 9,221 | 408 | 4.6% | $3.15万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $71.12万 | 0.00% | 7,843 | 4,864 | 163.3% | $44.10万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $71.19万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $71.48万 | 0.00% | 12,413 | -1,956 | -13.6% | -$11.26万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $71.55万 | 0.00% | 5,456 | -296 | -5.1% | -$3.88万 | 减仓 |
| INSM | INSMED INC | $71.70万 | 0.00% | 4,385 | -1,555 | -26.2% | -$25.43万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $71.95万 | 0.00% | 4,797 | 194 | 4.2% | $2.91万 | 加仓 |
| QQQI | NEOS ETF TRUST | $71.99万 | 0.00% | 14,488 | 2,664 | 22.5% | $13.24万 | 加仓 |
| BALL | BALL CORP | $72.10万 | 0.00% | 12,198 | 1,467 | 13.7% | $8.67万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $72.30万 | 0.00% | 4,450 | 1,204 | 37.1% | $19.56万 | 加仓 |
| IOT | SAMSARA INC | $72.40万 | 0.00% | 22,846 | 15,671 | 218.4% | $49.66万 | 加仓 |
| SHLD | GLOBAL X FDS | $72.71万 | 0.00% | 10,265 | 1,372 | 15.4% | $9.72万 | 加仓 |
| GMAB | GENMAB A/S | $72.80万 | 0.00% | 27,136 | -5,201 | -16.1% | -$13.95万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $72.84万 | 0.00% | 2,257 | 116 | 5.4% | $3.74万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $72.87万 | 0.00% | 19,464 | -83 | -0.4% | -$3,108 | 减仓 |
| IJT | ISHARES TR | $73.04万 | 0.00% | 5,047 | 117 | 2.4% | $1.69万 | 加仓 |
| SIL | GLOBAL X FDS | $73.13万 | 0.00% | 8,118 | 300 | 3.8% | $2.70万 | 加仓 |
| CNX | CNX RES CORP | $73.43万 | 0.00% | 19,048 | 1,604 | 9.2% | $6.18万 | 加仓 |
| NTRA | NATERA INC | $73.58万 | 0.00% | 3,679 | 237 | 6.9% | $4.74万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $73.85万 | 0.00% | 4,824 | 481 | 11.1% | $7.36万 | 加仓 |
| POST | POST HLDGS INC | $73.90万 | 0.00% | 7,475 | -1,230 | -14.1% | -$12.16万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $73.90万 | 0.00% | 17,843 | -3,066 | -14.7% | -$12.70万 | 减仓 |
| CHYM | CHIME FINL INC | $74.06万 | 0.00% | 39,542 | -2,840 | -6.7% | -$5.32万 | 减仓 |
| VLTO | VERALTO CORP | $74.18万 | 0.00% | 8,390 | 579 | 7.4% | $5.12万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $74.37万 | 0.00% | 6,775 | 51 | 0.8% | $5,598 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $74.56万 | 0.00% | 10,667 | 2,526 | 31.0% | $17.66万 | 加仓 |
| AMRZ | AMRIZE LTD | $74.58万 | 0.00% | 13,313 | 13,313 | — | $74.58万 | 新建仓 |
| RKT | ROCKET COS INC | $74.62万 | 0.00% | 52,362 | 10,220 | 24.3% | $14.56万 | 加仓 |
| DBEF | DBX ETF TR | $74.67万 | 0.00% | 15,116 | -2,474 | -14.1% | -$12.22万 | 减仓 |
| TECK | TECK RESOURCES LTD | $74.68万 | 0.00% | 14,431 | 1,054 | 7.9% | $5.45万 | 加仓 |
| BRO | BROWN & BROWN INC | $74.73万 | 0.00% | 11,460 | -2,334 | -16.9% | -$15.22万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $74.81万 | 0.00% | 4,810 | 1,070 | 28.6% | $16.64万 | 加仓 |
| IT | GARTNER INC | $75.11万 | 0.00% | 4,744 | 1,644 | 53.0% | $26.03万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $75.17万 | 0.00% | 15,670 | 3,981 | 34.1% | $19.10万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $75.25万 | 0.00% | 15,944 | -1,965 | -11.0% | -$9.27万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $75.34万 | 0.00% | 61,355 | 6,951 | 12.8% | $8.54万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $75.35万 | 0.00% | 23,866 | 12,174 | 104.1% | $38.43万 | 加仓 |
| ARW | ARROW ELECTRS INC | $75.49万 | 0.00% | 5,264 | 135 | 2.6% | $1.94万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $75.72万 | 0.00% | 44,569 | 8,477 | 23.5% | $14.40万 | 加仓 |
| EUSB | ISHARES TR | $75.96万 | 0.00% | 17,462 | 17,462 | — | $75.96万 | 新建仓 |
| SM | SM ENERGY COMPANY | $76.21万 | 0.00% | 24,442 | 14,756 | 152.3% | $46.01万 | 重新持有 |
| NG | NOVAGOLD RESOURCES INC | $76.31万 | 0.00% | 84,983 | 1,559 | 1.9% | $1.40万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $76.38万 | 0.00% | 27,307 | 17,179 | 169.6% | $48.05万 | 加仓 |
| BPOP | POPULAR INC | $76.38万 | 0.00% | 5,693 | 95 | 1.7% | $1.27万 | 加仓 |
| EFX | EQUIFAX INC | $76.46万 | 0.00% | 4,246 | 175 | 4.3% | $3.15万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $76.63万 | 0.00% | 13,872 | -3,143 | -18.5% | -$17.36万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $76.68万 | 0.00% | 5,760 | 654 | 12.8% | $8.71万 | 加仓 |
| BG | BUNGE GLOBAL SA | $76.80万 | 0.00% | 6,038 | -1,300 | -17.7% | -$16.54万 | 减仓 |
| WSO | WATSCO INC | $76.81万 | 0.00% | 2,111 | 398 | 23.2% | $14.48万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $77.52万 | 0.00% | 9,623 | 15 | 0.2% | $1,208 | 加仓 |
| NTR | NUTRIEN LTD | $77.75万 | 0.00% | 10,304 | 1,503 | 17.1% | $11.34万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $77.78万 | 0.00% | 16,974 | 3,467 | 25.7% | $15.89万 | 加仓 |
| IX | ORIX CORP | $77.94万 | 0.00% | 25,987 | 657 | 2.6% | $1.97万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $78.24万 | 0.00% | 4,138 | 151 | 3.8% | $2.85万 | 加仓 |
| NOK | NOKIA CORP | $78.30万 | 0.00% | 97,389 | 5,497 | 6.0% | $4.42万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $78.59万 | 0.00% | 29,938 | -27,907 | -48.2% | -$73.26万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $78.80万 | 0.00% | 2,651 | -255 | -8.8% | -$7.58万 | 减仓 |
| ADC | AGREE RLTY CORP | $78.91万 | 0.00% | 10,468 | -1,584 | -13.1% | -$11.94万 | 减仓 |
| IGSB | ISHARES TR | $79.01万 | 0.00% | 15,032 | -9,795 | -39.5% | -$51.48万 | 减仓 |
| ACI | ALBERTSONS COS INC | $79.02万 | 0.00% | 46,374 | 4,611 | 11.0% | $7.86万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $79.08万 | 0.00% | 20,955 | 8,117 | 63.2% | $30.63万 | 加仓 |
| — | THOMSON REUTERS CORP | $79.25万 | 0.00% | 8,808 | 3,811 | 76.3% | $34.29万 | 加仓 |
| NTES | NETEASE COM INC | $79.27万 | 0.00% | 7,082 | 912 | 14.8% | $10.21万 | 加仓 |
| BHC | BAUSCH HEALTH COS INC 看涨期权 | $79.49万 | 0.00% | 147,200 | 102,200 | 227.1% | $55.19万 | 加仓 |
| BE | BLOOM ENERGY CORP | $79.70万 | 0.00% | 5,882 | 3,083 | 110.1% | $41.77万 | 加仓 |
| IYW | ISHARES TR | $80.15万 | 0.00% | 4,418 | -77 | -1.7% | -$1.40万 | 减仓 |
| GOVT | ISHARES TR | $80.16万 | 0.00% | 34,991 | -5,154 | -12.8% | -$11.81万 | 减仓 |
| PAVE | GLOBAL X FDS | $80.59万 | 0.00% | 15,861 | -228 | -1.4% | -$1.16万 | 减仓 |
| CNO | CNO FINL GROUP INC | $81.22万 | 0.00% | 19,781 | -7,035 | -26.2% | -$28.89万 | 减仓 |