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 |
|---|---|---|---|---|---|---|---|---|
| CORT | CORCEPT THERAPEUTICS INC | $64.54万 | 0.00% | 7,423 | 519 | 7.5% | $4.51万 | 重新持有 |
| SAIA | SAIA INC | $64.56万 | 0.00% | 1,533 | 175 | 12.9% | $7.37万 | 加仓 |
| SR | SPIRE INC | $64.57万 | 0.00% | 8,269 | -2,412 | -22.6% | -$18.84万 | 减仓 |
| EFX | EQUIFAX INC | $64.61万 | 0.00% | 4,071 | -175 | -4.1% | -$2.78万 | 减仓 |
| NPO | ENPRO INC | $64.70万 | 0.00% | 1,716 | 34 | 2.0% | $1.28万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $64.72万 | 0.00% | 26,246 | 26,246 | — | $64.72万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $64.74万 | 0.00% | 145 | -15 | -9.4% | -$6.70万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $64.82万 | 0.00% | 10,485 | 3,212 | 44.2% | $19.86万 | 加仓 |
| PSO | PEARSON PLC | $64.94万 | 0.00% | 40,867 | 1,334 | 3.4% | $2.12万 | 加仓 |
| — | ARCOSA INC | $65.02万 | 0.00% | 4,475 | 1,884 | 72.7% | $27.37万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $65.08万 | 0.00% | 3,759 | 467 | 14.2% | $8.09万 | 加仓 |
| DIOD | DIODES INC | $65.29万 | 0.00% | 5,966 | -1 | -0.0% | -$109 | 减仓 |
| LII | LENNOX INTL INC | $65.50万 | 0.00% | 1,143 | -274 | -19.3% | -$15.70万 | 减仓 |
| — | STEREOTAXIS INC | $65.59万 | 0.00% | 381,355 | 703 | 0.2% | $1,209 | 加仓 |
| EMXC | ISHARES INC | $65.66万 | 0.00% | 6,418 | 6,418 | — | $65.66万 | 新建仓 |
| CHYM | CHIME FINL INC | $65.86万 | 0.00% | 32,156 | -7,386 | -18.7% | -$15.13万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $65.90万 | 0.00% | 8,147 | -953 | -10.5% | -$7.71万 | 减仓 |
| MOG/A | MOOG INC | $66.54万 | 0.00% | 1,570 | 192 | 13.9% | $8.14万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $66.55万 | 0.00% | 10,423 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $66.60万 | 0.00% | 19,461 | -1,440 | -6.9% | -$4.93万 | 减仓 |
| EPR | EPR PPTYS | $66.71万 | 0.00% | 11,499 | -6,631 | -36.6% | -$38.47万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $66.82万 | 0.00% | 28,887 | -5,047 | -14.9% | -$11.67万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $66.95万 | 0.00% | 4,576 | -53 | -1.1% | -$7,755 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $67.18万 | 0.00% | 12,712 | -46 | -0.4% | -$2,431 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $67.34万 | 0.00% | 25,951 | -13,197 | -33.7% | -$34.25万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $67.42万 | 0.00% | 63,784 | 36,682 | 135.3% | $38.77万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $67.42万 | 0.00% | 23,757 | -15,793 | -39.9% | -$44.82万 | 减仓 |
| DOCU | DOCUSIGN INC | $67.45万 | 0.00% | 15,184 | -4,574 | -23.2% | -$20.32万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $67.48万 | 0.00% | 4,745 | 463 | 10.8% | $6.58万 | 加仓 |
| XPO | XPO INC | $67.52万 | 0.00% | 3,289 | -138 | -4.0% | -$2.83万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $67.70万 | 0.00% | 7,734 | 910 | 13.3% | $7.97万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $67.73万 | 0.00% | 4,870 | 73 | 1.5% | $1.02万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $67.79万 | 0.00% | 36,820 | 10,793 | 41.5% | $19.87万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $68.15万 | 0.00% | 7,685 | 1,468 | 23.6% | $13.02万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $68.27万 | 0.00% | 5,725 | 206 | 3.7% | $2.46万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $68.34万 | 0.00% | 117,216 | -4,254 | -3.5% | -$2.48万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $68.34万 | 0.00% | 6,774 | -885 | -11.6% | -$8.93万 | 减仓 |
| — | WEBSTER FINL CORP | $68.45万 | 0.00% | 8,957 | -276 | -3.0% | -$2.11万 | 减仓 |
| R | RYDER SYS INC | $68.50万 | 0.00% | 2,597 | 270 | 11.6% | $7.12万 | 加仓 |
| VLTO | VERALTO CORP | $68.57万 | 0.00% | 7,733 | -657 | -7.8% | -$5.83万 | 减仓 |
| — | PRINCETON BANCORP INC | $68.74万 | 0.00% | 18,114 | 4 | 0.0% | $152 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $68.75万 | 0.00% | 2,630 | -1,036 | -28.3% | -$27.08万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $68.83万 | 0.00% | 17,919 | 54 | 0.3% | $2,074 | 加仓 |
| SNEX | STONEX GROUP INC | $69.04万 | 0.00% | 5,826 | 132 | 2.3% | $1.56万 | 加仓 |
| RNST | RENASANT CORP | $69.06万 | 0.00% | 16,233 | 14 | 0.1% | $596 | 加仓 |
| BALL | BALL CORP | $69.12万 | 0.00% | 11,077 | -1,121 | -9.2% | -$7.00万 | 减仓 |
| TLH | ISHARES TR | $69.21万 | 0.00% | 6,897 | -3,342 | -32.6% | -$33.54万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $69.33万 | 0.00% | 14,408 | 225 | 1.6% | $1.08万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $69.42万 | 0.00% | 4,183 | 1,571 | 60.1% | $26.07万 | 加仓 |
| EMLC | VANECK ETF TRUST | $69.50万 | 0.00% | 27,192 | 1,019 | 3.9% | $2.60万 | 加仓 |
| ROG | ROGERS CORP | $69.67万 | 0.00% | 4,255 | -30 | -0.7% | -$4,912 | 减仓 |
| CNX | CNX RES CORP | $69.83万 | 0.00% | 20,580 | 1,532 | 8.0% | $5.20万 | 加仓 |
| VMI | VALMONT INDS INC | $69.94万 | 0.00% | 1,211 | -17 | -1.4% | -$9,819 | 减仓 |
| MZTI | MARZETTI COMPANY | $70.01万 | 0.00% | 6,133 | 3,267 | 114.0% | $37.30万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $70.12万 | 0.00% | 23,736 | 4,523 | 23.5% | $13.36万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $70.20万 | 0.00% | 7,379 | 86 | 1.2% | $8,182 | 加仓 |
| GMAB | GENMAB A/S | $70.32万 | 0.00% | 25,599 | -1,537 | -5.7% | -$4.22万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $70.39万 | 0.00% | 12,189 | 8,076 | 196.4% | $46.64万 | 加仓 |
| BG | BUNGE GLOBAL SA | $70.54万 | 0.00% | 6,610 | 572 | 9.5% | $6.10万 | 加仓 |
| RKT | ROCKET COS INC | $70.62万 | 0.00% | 44,835 | -7,527 | -14.4% | -$11.86万 | 减仓 |
| ALB | ALBEMARLE CORP | $70.93万 | 0.00% | 5,253 | 663 | 14.4% | $8.95万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $71.27万 | 0.00% | 48,815 | 23,573 | 93.4% | $34.42万 | 加仓 |
| COO | COOPER COS INC | $71.29万 | 0.00% | 9,942 | 1,160 | 13.2% | $8.32万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $71.46万 | 0.00% | 25,816 | 25,816 | — | $71.46万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $71.47万 | 0.00% | 20,293 | 829 | 4.3% | $2.92万 | 加仓 |
| DBX | DROPBOX INC | $71.53万 | 0.00% | 26,040 | -21,353 | -45.1% | -$58.66万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $71.58万 | 0.00% | 3,461 | -290 | -7.7% | -$6.00万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $71.71万 | 0.00% | 4,688 | -216 | -4.4% | -$3.30万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $71.73万 | 0.00% | 7,180 | 444 | 6.6% | $4.44万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $71.97万 | 0.00% | 23,391 | 1,474 | 6.7% | $4.54万 | 加仓 |
| MOS | MOSAIC CO | $72.13万 | 0.00% | 34,042 | 12,259 | 56.3% | $25.98万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $72.23万 | 0.00% | 4,971 | -485 | -8.9% | -$7.05万 | 减仓 |
| — | CHART INDS INC | $72.23万 | 0.00% | 3,457 | 1,582 | 84.4% | $33.05万 | 加仓 |
| PINS | PINTEREST INC | $72.51万 | 0.00% | 34,481 | 2,793 | 8.8% | $5.87万 | 加仓 |
| HUBS | HUBSPOT INC | $72.68万 | 0.00% | 3,982 | -6,138 | -60.7% | -$112.04万 | 减仓 |
| JD | JD.COM INC | $72.82万 | 0.00% | 28,578 | -11,191 | -28.1% | -$28.52万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $73.22万 | 0.00% | 12,796 | 5,305 | 70.8% | $30.36万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $73.52万 | 0.00% | 3,931 | 409 | 11.6% | $7.65万 | 加仓 |
| USFR | WISDOMTREE TR | $73.80万 | 0.00% | 14,657 | 3,770 | 34.6% | $18.98万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $74.27万 | 0.00% | 4,455 | -632 | -12.4% | -$10.54万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $74.37万 | 0.00% | 10,387 | 1,166 | 12.6% | $8.35万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $74.71万 | 0.00% | 14,255 | -1,689 | -10.6% | -$8.85万 | 减仓 |
| DLN | WISDOMTREE TR | $74.80万 | 0.00% | 7,766 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $74.90万 | 0.00% | 6,118 | -2,257 | -26.9% | -$27.63万 | 减仓 |
| MGK | VANGUARD WORLD FD | $74.95万 | 0.00% | 8,525 | 1,090 | 14.7% | $9.58万 | 加仓 |
| AOS | SMITH A O CORP | $75.15万 | 0.00% | 11,982 | 2,613 | 27.9% | $16.39万 | 加仓 |
| FMC | FMC CORP | $75.23万 | 0.00% | 65,414 | 51,768 | 379.4% | $59.53万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $75.36万 | 0.00% | 29,393 | 4,610 | 18.6% | $11.82万 | 加仓 |
| OKTA | OKTA INC | $75.77万 | 0.00% | 5,553 | -133 | -2.3% | -$1.81万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $75.90万 | 0.00% | 25,879 | -2,325 | -8.2% | -$6.82万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $76.07万 | 0.00% | 14,694 | 1,492 | 11.3% | $7.72万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $76.53万 | 0.00% | 14,765 | -1,385 | -8.6% | -$7.18万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $76.60万 | 0.00% | 3,964 | -277 | -6.5% | -$5.35万 | 减仓 |
| RGLD | ROYAL GOLD INC | $77.07万 | 0.00% | 3,861 | -121 | -3.0% | -$2.42万 | 减仓 |
| NTR | NUTRIEN LTD | $77.17万 | 0.00% | 12,259 | 1,955 | 19.0% | $12.31万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $77.35万 | 0.00% | 3,539 | 2,324 | 191.3% | $50.79万 | 加仓 |
| WY | WEYERHAEUSER CO | $77.38万 | 0.00% | 32,323 | -2,264 | -6.5% | -$5.42万 | 减仓 |
| MSTR | STRATEGY INC | $77.50万 | 0.00% | 8,916 | -3,800 | -29.9% | -$33.03万 | 减仓 |
| OGE | OGE ENERGY CORP | $77.52万 | 0.00% | 15,930 | 5,018 | 46.0% | $24.42万 | 加仓 |
| HPQ | HP INC | $77.65万 | 0.00% | 35,392 | 955 | 2.8% | $2.10万 | 加仓 |