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 |
|---|---|---|---|---|---|---|---|---|
| BAP | CREDICORP LTD | $56.56万 | 0.00% | 1,452 | -12 | -0.8% | -$4,674 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $56.63万 | 0.00% | 4,111 | -1,925 | -31.9% | -$26.52万 | 减仓 |
| CLFD | CLEARFIELD INC | $56.78万 | 0.00% | 14,270 | 1,837 | 14.8% | $7.31万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $57.07万 | 0.00% | 500 | 75 | 17.6% | $8.56万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $57.13万 | 0.00% | 51,242 | -22,911 | -30.9% | -$25.55万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $57.16万 | 0.00% | 9,212 | 1,271 | 16.0% | $7.89万 | 加仓 |
| GEN | GEN DIGITAL INC | $57.25万 | 0.00% | 23,001 | 149 | 0.7% | $3,709 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $57.37万 | 0.00% | 1,938 | 346 | 21.7% | $10.24万 | 加仓 |
| CIB | GRUPO CIBEST SA | $57.43万 | 0.00% | 7,230 | 1,644 | 29.4% | $13.06万 | 加仓 |
| MDU | MDU RES GROUP INC | $57.60万 | 0.00% | 27,156 | 28 | 0.1% | $594 | 加仓 |
| VFH | VANGUARD WORLD FD | $57.66万 | 0.00% | 4,381 | -735 | -14.4% | -$9.67万 | 减仓 |
| REG | REGENCY CTRS CORP | $57.71万 | 0.00% | 7,238 | -1,023 | -12.4% | -$8.16万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $58.04万 | 0.00% | 40,727 | -9,910 | -19.6% | -$14.12万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $58.04万 | 0.00% | 4,177 | 1,973 | 89.5% | $27.42万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $58.06万 | 0.00% | 3,511 | 646 | 22.5% | $10.68万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $58.37万 | 0.00% | 5,107 | 994 | 24.2% | $11.36万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $58.47万 | 0.00% | 10,660 | 10,660 | — | $58.47万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $58.68万 | 0.00% | 1,108 | 84 | 8.2% | $4.45万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $58.75万 | 0.00% | 7,416 | 1,256 | 20.4% | $9.95万 | 加仓 |
| IEI | ISHARES TR | $58.96万 | 0.00% | 5,020 | 920 | 22.4% | $10.81万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $59.08万 | 0.00% | 12,166 | 372 | 3.2% | $1.81万 | 加仓 |
| BANR | BANNER CORP | $59.12万 | 0.00% | 8,898 | 54 | 0.6% | $3,588 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $59.16万 | 0.00% | 11,252 | -2,843 | -20.2% | -$14.95万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC | $59.25万 | 0.00% | 12,320 | 12,320 | — | $59.25万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $59.25万 | 0.00% | 23,871 | 497 | 2.1% | $1.23万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $59.28万 | 0.00% | 12,491 | 12,491 | — | $59.28万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $59.32万 | 0.00% | 4,851 | -220 | -4.3% | -$2.69万 | 减仓 |
| RUN | SUNRUN INC | $59.37万 | 0.00% | 44,374 | 44,374 | — | $59.37万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $59.46万 | 0.00% | 5,942 | 602 | 11.3% | $6.02万 | 加仓 |
| GPC | GENUINE PARTS CO | $59.64万 | 0.00% | 5,055 | -435 | -7.9% | -$5.13万 | 减仓 |
| WDFC | WD 40 CO | $59.67万 | 0.00% | 2,449 | -386 | -13.6% | -$9.40万 | 减仓 |
| EMB | ISHARES TR | $59.69万 | 0.00% | 6,189 | -1,162 | -15.8% | -$11.21万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $59.69万 | 0.00% | 24,212 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $59.76万 | 0.00% | 12,919 | -918 | -6.6% | -$4.25万 | 减仓 |
| PVH | PVH CORPORATION | $59.78万 | 0.00% | 8,050 | -1,262 | -13.6% | -$9.37万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $60.00万 | 0.00% | 71,852 | 50,124 | 230.7% | $41.85万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $60.11万 | 0.00% | 3,186 | 471 | 17.3% | $8.89万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $60.18万 | 0.00% | 11,789 | -1,996 | -14.5% | -$10.19万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $60.25万 | 0.00% | 5,961 | 225 | 3.9% | $2.27万 | 加仓 |
| OGC | OCEANAGOLD CORP | $60.26万 | 0.00% | 24,251 | 24,251 | — | $60.26万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $60.29万 | 0.00% | 13,781 | 277 | 2.1% | $1.21万 | 加仓 |
| NMR | NOMURA HLDGS INC | $60.51万 | 0.00% | 68,922 | -97,951 | -58.7% | -$86.00万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $60.51万 | 0.00% | 12,673 | -121 | -0.9% | -$5,778 | 减仓 |
| — | GBANK FINL HLDGS INC | $60.58万 | 0.00% | 19,988 | 1 | 0.0% | $30 | 加仓 |
| IGM | ISHARES TR | $60.62万 | 0.00% | 3,706 | 235 | 6.8% | $3.84万 | 加仓 |
| ALLY | ALLY FINL INC | $60.64万 | 0.00% | 13,197 | 547 | 4.3% | $2.51万 | 加仓 |
| VPU | VANGUARD WORLD FD | $60.66万 | 0.00% | 3,099 | -2,901 | -48.4% | -$56.79万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $60.72万 | 0.00% | 9,903 | 1,719 | 21.0% | $10.54万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $60.80万 | 0.00% | 28,975 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $60.83万 | 0.00% | 7,705 | -258 | -3.2% | -$2.04万 | 减仓 |
| OGS | ONE GAS INC | $61.14万 | 0.00% | 7,933 | 681 | 9.4% | $5.25万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $61.15万 | 0.00% | 4,865 | -115 | -2.3% | -$1.45万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $61.20万 | 0.00% | 6,811 | -108 | -1.6% | -$9,704 | 减仓 |
| TBBK | BANCORP INC DEL | $61.21万 | 0.00% | 9,772 | -7 | -0.1% | -$438 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $61.25万 | 0.00% | 4,789 | -3,542 | -42.5% | -$45.30万 | 减仓 |
| AEG | AEGON LTD | $61.37万 | 0.00% | 72,711 | -48,997 | -40.3% | -$41.35万 | 减仓 |
| HEI/A | HEICO CORP NEW | $61.49万 | 0.00% | 2,384 | 296 | 14.2% | $7.63万 | 加仓 |
| PODD | INSULET CORP | $61.54万 | 0.00% | 4,042 | 834 | 26.0% | $12.70万 | 加仓 |
| CSL | CARLISLE COS INC | $61.63万 | 0.00% | 1,699 | -79 | -4.4% | -$2.87万 | 减仓 |
| ORI | OLD REP INTL CORP | $61.71万 | 0.00% | 15,081 | 593 | 4.1% | $2.43万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $61.74万 | 0.00% | 21,000 | 21,000 | — | $61.74万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $61.85万 | 0.00% | 133,866 | 75,996 | 131.3% | $35.11万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $61.91万 | 0.00% | 28,245 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $61.96万 | 0.00% | 8,025 | 768 | 10.6% | $5.93万 | 加仓 |
| IBB | ISHARES TR | $61.97万 | 0.00% | 3,258 | 166 | 5.4% | $3.16万 | 加仓 |
| UGI | UGI CORP NEW | $61.99万 | 0.00% | 17,947 | 2,987 | 20.0% | $10.32万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $61.99万 | 0.00% | 7,422 | -1,114 | -13.1% | -$9.30万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $62.03万 | 0.00% | 36,899 | -24,076 | -39.5% | -$40.47万 | 减仓 |
| DVA | DAVITA INC | $62.09万 | 0.00% | 2,791 | 164 | 6.2% | $3.65万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $62.19万 | 0.00% | 62,187 | 4,781 | 8.3% | $4.78万 | 加仓 |
| FALN | ISHARES TR | $62.22万 | 0.00% | 22,840 | -62,012 | -73.1% | -$168.92万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $62.59万 | 0.00% | 3,342 | 3,342 | — | $62.59万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $62.60万 | 0.00% | 9,523 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $62.67万 | 0.00% | 6,872 | 1,229 | 21.8% | $11.21万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $62.69万 | 0.00% | 23,056 | -8,060 | -25.9% | -$21.92万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $62.71万 | 0.00% | 24,945 | 0 | 0.0% | — | 不变 |
| BY | BYLINE BANCORP INC | $62.72万 | 0.00% | 16,654 | 16,654 | — | $62.72万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $62.77万 | 0.00% | 8,657 | -118 | -1.3% | -$8,556 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $62.82万 | 0.00% | 8,222 | 154 | 1.9% | $1.18万 | 加仓 |
| SIL | GLOBAL X FDS | $62.88万 | 0.00% | 8,118 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $63.21万 | 0.00% | 16,215 | -1,593 | -8.9% | -$6.21万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $63.28万 | 0.00% | 304 | -33 | -9.8% | -$6.87万 | 减仓 |
| SE | SEA LTD | $63.34万 | 0.00% | 6,610 | -1,025 | -13.4% | -$9.82万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $63.43万 | 0.00% | 5,698 | -1,937 | -25.4% | -$21.56万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $63.61万 | 0.00% | 2,805 | -688 | -19.7% | -$15.60万 | 减仓 |
| KEX | KIRBY CORP | $63.62万 | 0.00% | 4,679 | 357 | 8.3% | $4.85万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $63.71万 | 0.00% | 7,305 | 610 | 9.1% | $5.32万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $63.78万 | 0.00% | 17,460 | 1,650 | 10.4% | $6.03万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $63.88万 | 0.00% | 8,357 | -557 | -6.2% | -$4.26万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $63.94万 | 0.00% | 21,279 | 8,378 | 64.9% | $25.18万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $63.97万 | 0.00% | 16,056 | -4,357 | -21.3% | -$17.36万 | 减仓 |
| WSO | WATSCO INC | $64.00万 | 0.00% | 1,536 | -575 | -27.2% | -$23.96万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $64.08万 | 0.00% | 7,078 | 632 | 9.8% | $5.72万 | 加仓 |
| IDA | IDACORP INC | $64.14万 | 0.00% | 4,240 | -8 | -0.2% | -$1,210 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $64.20万 | 0.00% | 14,272 | 130 | 0.9% | $5,848 | 加仓 |
| DLS | WISDOMTREE TR | $64.23万 | 0.00% | 7,666 | -442 | -5.5% | -$3.70万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $64.34万 | 0.00% | 19,052 | 10,537 | 123.7% | $35.58万 | 加仓 |
| IGSB | ISHARES TR | $64.35万 | 0.00% | 12,279 | -2,753 | -18.3% | -$14.43万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $64.45万 | 0.00% | 7,581 | 7,581 | — | $64.45万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $64.50万 | 0.00% | 7,660 | 669 | 9.6% | $5.63万 | 加仓 |