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 |
|---|---|---|---|---|---|---|---|---|
| GNR | SPDR INDEX SHS FDS | $77.69万 | 0.00% | 11,542 | -551 | -4.6% | -$3.71万 | 减仓 |
| QLTA | ISHARES TR | $77.70万 | 0.00% | 16,350 | -14,035 | -46.2% | -$66.69万 | 减仓 |
| RHI | ROBERT HALF INC. | $77.98万 | 0.00% | 25,400 | -1,729 | -6.4% | -$5.31万 | 重新持有 |
| KLIC | KULICKE & SOFFA INDS INC | $78.58万 | 0.00% | 5,875 | 2,321 | 65.3% | $31.05万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $78.85万 | 0.00% | 2,073 | 107 | 5.4% | $4.07万 | 加仓 |
| PPLI | PEOPLE INC | $78.86万 | 0.00% | 17,084 | 6,382 | 59.6% | $29.46万 | 加仓 |
| COKE | COCA COLA CONS INC | $78.92万 | 0.00% | 4,134 | -329 | -7.4% | -$6.28万 | 减仓 |
| DBEF | DBX ETF TR | $78.93万 | 0.00% | 14,449 | -667 | -4.4% | -$3.64万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $79.19万 | 0.00% | 46,722 | 1,579 | 3.5% | $2.68万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $79.23万 | 0.00% | 89,521 | 56,508 | 171.2% | $50.01万 | 加仓 |
| IEX | IDEX CORP | $79.32万 | 0.00% | 3,495 | 329 | 10.4% | $7.47万 | 加仓 |
| H | HYATT HOTELS CORP | $79.50万 | 0.00% | 4,101 | -14 | -0.3% | -$2,714 | 减仓 |
| AIQ | GLOBAL X FDS | $79.74万 | 0.00% | 12,153 | 166 | 1.4% | $1.09万 | 加仓 |
| MHK | MOHAWK INDS INC | $79.76万 | 0.00% | 6,574 | 889 | 15.6% | $10.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $80.04万 | 0.00% | 4,000 | -2,000 | -33.3% | -$40.02万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $80.05万 | 0.00% | 19,948 | 1,028 | 5.4% | $4.13万 | 加仓 |
| CPRT | COPART INC | $80.47万 | 0.00% | 28,547 | 369 | 1.3% | $1.04万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $80.50万 | 0.00% | 3,721 | 218 | 6.2% | $4.72万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $80.84万 | 0.00% | 2,168 | -89 | -3.9% | -$3.32万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $81.18万 | 0.00% | 17,258 | 13 | 0.1% | $612 | 加仓 |
| BRO | BROWN & BROWN INC | $81.19万 | 0.00% | 12,656 | 1,196 | 10.4% | $7.67万 | 加仓 |
| P | EVERPURE INC | $81.35万 | 0.00% | 10,325 | 1,090 | 11.8% | $8.59万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $81.44万 | 0.00% | 17,771 | -72 | -0.4% | -$3,300 | 减仓 |
| IR | INGERSOLL RAND INC | $81.69万 | 0.00% | 9,964 | -3,371 | -25.3% | -$27.64万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $81.83万 | 0.00% | 13,573 | -299 | -2.2% | -$1.80万 | 减仓 |
| YETI | YETI HLDGS INC | $81.98万 | 0.00% | 16,542 | 2,577 | 18.5% | $12.77万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $82.23万 | 0.00% | 45,785 | 31,552 | 221.7% | $56.67万 | 加仓 |
| CACI | CACI INTL INC | $82.92万 | 0.00% | 1,790 | -271 | -13.1% | -$12.55万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $82.93万 | 0.00% | 6,775 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $82.94万 | 0.00% | 3,515 | -708 | -16.8% | -$16.71万 | 减仓 |
| GOVT | ISHARES TR | $83.10万 | 0.00% | 36,481 | 1,490 | 4.3% | $3.39万 | 加仓 |
| ROKU | ROKU INC | $83.13万 | 0.00% | 6,018 | 1,102 | 22.4% | $15.22万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $83.35万 | 0.00% | 32,282 | -783 | -2.4% | -$2.02万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $83.69万 | 0.00% | 2,138 | 189 | 9.7% | $7.40万 | 加仓 |
| AES | AES CORP | $83.72万 | 0.00% | 57,105 | 31,755 | 125.3% | $46.55万 | 加仓 |
| IYG | ISHARES TR | $83.72万 | 0.00% | 9,254 | -1,277 | -12.1% | -$11.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $83.81万 | 0.00% | 3,300 | -5,300 | -61.6% | -$134.60万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $83.92万 | 0.00% | 4,674 | 942 | 25.2% | $16.91万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $83.95万 | 0.00% | 24,338 | 140 | 0.6% | $4,829 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $84.11万 | 0.00% | 2,986 | -105 | -3.4% | -$2.96万 | 减仓 |
| LFUS | LITTELFUSE INC | $84.60万 | 0.00% | 1,858 | -21 | -1.1% | -$9,562 | 减仓 |
| IHI | ISHARES TR | $84.71万 | 0.00% | 17,145 | -993 | -5.5% | -$4.91万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $84.94万 | 0.00% | 6,580 | 1,421 | 27.5% | $18.34万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $85.18万 | 0.00% | 22,358 | 3,988 | 21.7% | $15.19万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $85.19万 | 0.00% | 63,290 | -4,662 | -6.9% | -$6.28万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $85.52万 | 0.00% | 10,111 | 2,129 | 26.7% | $18.01万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $85.80万 | 0.00% | 28,620 | 9,440 | 49.2% | $28.30万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $86.18万 | 0.00% | 2,462 | 38 | 1.6% | $1.33万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $86.26万 | 0.00% | 2,722 | 71 | 2.7% | $2.25万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $86.64万 | 0.00% | 65,342 | 36,065 | 123.2% | $47.82万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $86.88万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $87.09万 | 0.00% | 28,865 | 319 | 1.1% | $9,624 | 加仓 |
| MKSI | MKS INC. | $87.23万 | 0.00% | 1,961 | 516 | 35.7% | $22.95万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $87.63万 | 0.00% | 29,055 | 15,916 | 121.1% | $48.00万 | 重新持有 |
| MDB | MONGODB INC | $87.65万 | 0.00% | 2,610 | 701 | 36.7% | $23.54万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $87.70万 | 0.00% | 17,942 | 1,848 | 11.5% | $9.03万 | 加仓 |
| BHC | BAUSCH HEALTH COS INC 看涨期权 | $87.90万 | 0.00% | 178,300 | 31,100 | 21.1% | $15.33万 | 加仓 |
| UMBF | UMB FINL CORP | $87.98万 | 0.00% | 6,163 | 1,929 | 45.6% | $27.54万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $88.22万 | 0.00% | 3,834 | 875 | 29.6% | $20.13万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $88.22万 | 0.00% | 33,945 | -239 | -0.7% | -$6,212 | 减仓 |
| BIDU | BAIDU INC | $88.70万 | 0.00% | 7,761 | 356 | 4.8% | $4.07万 | 加仓 |
| TRMB | TRIMBLE INC | $89.06万 | 0.00% | 17,401 | -5,576 | -24.3% | -$28.54万 | 减仓 |
| OMC | OMNICOM GROUP INC | $89.37万 | 0.00% | 12,271 | -7,942 | -39.3% | -$57.84万 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $89.37万 | 0.00% | 39,527 | 19,252 | 95.0% | $43.53万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $89.60万 | 0.00% | 19,372 | -3,480 | -15.2% | -$16.10万 | 减仓 |
| IXN | ISHARES TR | $89.82万 | 0.00% | 6,217 | 2,371 | 61.6% | $34.26万 | 加仓 |
| DDS | DILLARDS INC | $89.99万 | 0.00% | 1,703 | -87 | -4.9% | -$4.60万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $90.30万 | 0.00% | 44,767 | 198 | 0.4% | $3,994 | 加仓 |
| RYN | RAYONIER INC | $90.33万 | 0.00% | 42,450 | -51,781 | -55.0% | -$110.19万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $90.43万 | 0.00% | 21,728 | 6,216 | 40.1% | $25.87万 | 加仓 |
| VNT | VONTIER CORPORATION | $91.09万 | 0.00% | 31,410 | -80,685 | -72.0% | -$233.99万 | 减仓 |
| M | MACYS INC | $91.11万 | 0.00% | 38,689 | 6,310 | 19.5% | $14.86万 | 加仓 |
| BBY | BEST BUY INC | $91.42万 | 0.00% | 12,049 | 1,845 | 18.1% | $14.00万 | 加仓 |
| IJT | ISHARES TR | $91.48万 | 0.00% | 5,122 | 75 | 1.5% | $1.34万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $91.92万 | 0.00% | 12,586 | 2,520 | 25.0% | $18.40万 | 加仓 |
| BPOP | POPULAR INC | $92.24万 | 0.00% | 5,618 | -75 | -1.3% | -$1.23万 | 减仓 |
| TKC | TURKCELL ILETISIM | $92.52万 | 0.00% | 157,343 | 40,253 | 34.4% | $23.67万 | 加仓 |
| FISV | FISERV INC | $93.06万 | 0.00% | 18,973 | -6,723 | -26.2% | -$32.98万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $93.09万 | 0.00% | 31,556 | 19,473 | 161.2% | $57.45万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $93.18万 | 0.00% | 7,834 | 1,307 | 20.0% | $15.55万 | 加仓 |
| PAVE | GLOBAL X FDS | $93.45万 | 0.00% | 15,861 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $93.59万 | 0.00% | 86,734 | 73,007 | 531.8% | $78.77万 | 加仓 |
| VST | VISTRA CORP 看跌期权 | $93.59万 | 0.00% | 5,900 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $93.84万 | 0.00% | 12,958 | 79 | 0.6% | $5,721 | 加仓 |
| — | GENASYS INC | $93.91万 | 0.00% | 552,430 | 74,547 | 15.6% | $12.67万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $93.92万 | 0.00% | 12,060 | -353 | -2.8% | -$2.75万 | 减仓 |
| AYI | ACUITY INC | $93.98万 | 0.00% | 2,495 | 719 | 40.5% | $27.08万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $94.15万 | 0.00% | 11,228 | 7,456 | 197.7% | $62.52万 | 加仓 |
| EWJ | ISHARES INC | $94.42万 | 0.00% | 10,124 | 77 | 0.8% | $7,181 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $94.66万 | 0.00% | 4,174 | -278 | -6.2% | -$6.30万 | 减仓 |
| AIZ | ASSURANT INC | $94.93万 | 0.00% | 3,535 | 735 | 26.2% | $19.74万 | 加仓 |
| CNO | CNO FINL GROUP INC | $95.33万 | 0.00% | 18,699 | -1,082 | -5.5% | -$5.52万 | 减仓 |
| NVR | NVR INC | $95.39万 | 0.00% | 140 | 33 | 30.8% | $22.48万 | 加仓 |
| — | GATES INDL CORP PLC | $95.42万 | 0.00% | 34,116 | 16,451 | 93.1% | $46.01万 | 加仓 |
| HRB | BLOCK H & R INC | $95.57万 | 0.00% | 25,097 | -3,099 | -11.0% | -$11.80万 | 减仓 |
| MTDR | MATADOR RES CO | $96.00万 | 0.00% | 19,285 | 8,581 | 80.2% | $42.72万 | 加仓 |
| FUL | FULLER H B CO | $96.01万 | 0.00% | 16,471 | -403 | -2.4% | -$2.35万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $96.16万 | 0.00% | 19,285 | 19,285 | — | $96.16万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $96.38万 | 0.00% | 6,593 | -2,342 | -26.2% | -$34.24万 | 减仓 |
| SANM | SANMINA CORP | $96.65万 | 0.00% | 3,819 | -43 | -1.1% | -$1.09万 | 减仓 |