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 |
|---|---|---|---|---|---|---|---|---|
| NWE | NORTHWESTERN ENERGY GROUP IN | $125.11万 | 0.01% | 18,974 | -4,224 | -18.2% | -$27.85万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $125.54万 | 0.01% | 66,285 | -1,911 | -2.8% | -$3.62万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $125.57万 | 0.01% | 4,538 | 517 | 12.9% | $14.31万 | 加仓 |
| EQT | EQT CORP | $125.81万 | 0.01% | 19,768 | 5,458 | 38.1% | $34.74万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $126.31万 | 0.01% | 40,996 | 3,191 | 8.4% | $9.83万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $126.75万 | 0.01% | 28,136 | -1,600 | -5.4% | -$7.21万 | 减仓 |
| DCI | DONALDSON INC | $127.08万 | 0.01% | 14,973 | -315 | -2.1% | -$2.67万 | 减仓 |
| RPM | RPM INTL INC | $127.10万 | 0.01% | 12,787 | -108 | -0.8% | -$1.07万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $127.90万 | 0.01% | 7,461 | -525 | -6.6% | -$9.00万 | 减仓 |
| TPR | TAPESTRY INC | $128.03万 | 0.01% | 9,073 | 2,019 | 28.6% | $28.49万 | 加仓 |
| VRSN | VERISIGN INC | $128.11万 | 0.01% | 5,158 | 1,471 | 39.9% | $36.54万 | 加仓 |
| BURL | BURLINGTON STORES INC | $128.48万 | 0.01% | 3,949 | 376 | 10.5% | $12.23万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $129.28万 | 0.01% | 34,930 | 20,939 | 149.7% | $77.50万 | 加仓 |
| PPL | PPL CORP | $130.28万 | 0.01% | 34,106 | -1,230 | -3.5% | -$4.70万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $130.32万 | 0.01% | 9,001 | -236 | -2.6% | -$3.42万 | 减仓 |
| DB | DEUTSCHE BK AG | $130.62万 | 0.01% | 43,863 | 20,396 | 86.9% | $60.74万 | 加仓 |
| CAE | CAE INC | $130.96万 | 0.01% | 50,271 | 399 | 0.8% | $1.04万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $131.00万 | 0.01% | 2,165 | 85 | 4.1% | $5.14万 | 加仓 |
| NOV | NOV INC | $131.33万 | 0.01% | 69,818 | -11,015 | -13.6% | -$20.72万 | 减仓 |
| NMR | NOMURA HLDGS INC | $131.66万 | 0.01% | 166,873 | 117,233 | 236.2% | $92.50万 | 加仓 |
| NVO | NOVO-NORDISK A S | $131.70万 | 0.01% | 35,838 | -3,570 | -9.1% | -$13.12万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $131.71万 | 0.01% | 27,000 | 162 | 0.6% | $7,902 | 加仓 |
| CELH | CELSIUS HLDGS INC | $132.39万 | 0.01% | 37,314 | 1,772 | 5.0% | $6.29万 | 加仓 |
| USIG | ISHARES TR | $133.03万 | 0.01% | 25,968 | 1,429 | 5.8% | $7.32万 | 加仓 |
| — | SYMMETRY PANORAMIC TR | $133.35万 | 0.01% | 53,477 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $133.63万 | 0.01% | 1,060 | 127 | 13.6% | $16.01万 | 加仓 |
| IWY | ISHARES TR | $133.67万 | 0.01% | 5,372 | -48 | -0.9% | -$1.19万 | 减仓 |
| VTRS | VIATRIS INC | $134.13万 | 0.01% | 99,279 | 14,234 | 16.7% | $19.23万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $134.35万 | 0.01% | 25,912 | 25,912 | — | $134.35万 | 新建仓 |
| DSI | ISHARES TR | $134.57万 | 0.01% | 11,104 | -451 | -3.9% | -$5.47万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $134.70万 | 0.01% | 6,598 | 2,216 | 50.6% | $45.24万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $135.63万 | 0.01% | 26,211 | 10,755 | 69.6% | $55.65万 | 加仓 |
| FTV | FORTIVE CORP | $135.67万 | 0.01% | 24,542 | -484 | -1.9% | -$2.68万 | 减仓 |
| XME | SPDR SERIES TRUST | $135.95万 | 0.01% | 12,587 | 223 | 1.8% | $2.41万 | 加仓 |
| BWA | BORGWARNER INC | $136.06万 | 0.01% | 25,076 | 686 | 2.8% | $3.72万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $136.19万 | 0.01% | 16,522 | -364 | -2.2% | -$3.00万 | 减仓 |
| EZU | ISHARES INC | $136.82万 | 0.01% | 21,843 | 1,038 | 5.0% | $6.50万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $137.33万 | 0.01% | 51,035 | 1 | 0.0% | $27 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $137.71万 | 0.01% | 5,796 | 1,914 | 49.3% | $45.48万 | 加仓 |
| KHC | KRAFT HEINZ CO | $138.25万 | 0.01% | 61,470 | 27,013 | 78.4% | $60.75万 | 加仓 |
| DLTR | DOLLAR TREE INC | $138.31万 | 0.01% | 12,630 | 1,259 | 11.1% | $13.79万 | 加仓 |
| FNV | FRANCO NEV CORP | $139.67万 | 0.01% | 5,653 | 259 | 4.8% | $6.40万 | 加仓 |
| HDV | ISHARES TR | $140.31万 | 0.01% | 10,338 | 5,173 | 100.2% | $70.21万 | 加仓 |
| RS | RELIANCE INC | $140.97万 | 0.01% | 4,638 | 912 | 24.5% | $27.72万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $141.10万 | 0.01% | 15,659 | 884 | 6.0% | $7.97万 | 加仓 |
| PPG | PPG INDS INC | $141.31万 | 0.01% | 13,222 | -916 | -6.5% | -$9.79万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $141.49万 | 0.01% | 12,222 | 1,302 | 11.9% | $15.07万 | 加仓 |
| DOW | DOW HLDGS INC | $142.00万 | 0.01% | 34,094 | 14,237 | 71.7% | $59.30万 | 加仓 |
| EAGG | ISHARES TR | $142.30万 | 0.01% | 29,927 | -411 | -1.4% | -$1.95万 | 减仓 |
| ET | ENERGY TRANSFER L P | $142.58万 | 0.01% | 73,877 | 21,174 | 40.2% | $40.87万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $142.87万 | 0.01% | 2,316 | 869 | 60.1% | $53.61万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $143.02万 | 0.01% | 59,891 | 3,554 | 6.3% | $8.49万 | 加仓 |
| ARGX | ARGENX SE | $143.21万 | 0.01% | 1,961 | 32 | 1.7% | $2.34万 | 加仓 |
| CPNG | COUPANG INC | $143.24万 | 0.01% | 75,868 | 15,970 | 26.7% | $30.15万 | 加仓 |
| CCL | CARNIVAL CORP | $143.35万 | 0.01% | 55,391 | 9,048 | 19.5% | $23.42万 | 加仓 |
| FISV | FISERV INC | $143.39万 | 0.01% | 25,696 | -4,023 | -13.5% | -$22.45万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $143.74万 | 0.01% | 2,424 | -847 | -25.9% | -$50.23万 | 减仓 |
| NTAP | NETAPP INC | $144.26万 | 0.01% | 14,089 | 545 | 4.0% | $5.58万 | 加仓 |
| RMD | RESMED INC | $144.36万 | 0.01% | 6,431 | 737 | 12.9% | $16.54万 | 加仓 |
| QLTA | ISHARES TR | $144.60万 | 0.01% | 30,385 | -4,846 | -13.8% | -$23.06万 | 减仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $144.85万 | 0.01% | 52,595 | -1,774 | -3.3% | -$4.89万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $145.11万 | 0.01% | 38,624 | 8,772 | 29.4% | $32.96万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $145.32万 | 0.01% | 12,595 | -4,437 | -26.1% | -$51.19万 | 减仓 |
| EMN | EASTMAN CHEM CO | $145.96万 | 0.01% | 19,125 | 1,254 | 7.0% | $9.57万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $146.57万 | 0.01% | 11,188 | 422 | 3.9% | $5.53万 | 加仓 |
| B | BARRICK MNG CORP | $146.76万 | 0.01% | 35,980 | 4,768 | 15.3% | $19.45万 | 加仓 |
| MSCI | MSCI INC | $146.81万 | 0.01% | 2,724 | -481 | -15.0% | -$25.92万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $146.89万 | 0.01% | 7,427 | 2,800 | 60.5% | $55.38万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $147.29万 | 0.01% | 10,737 | 2,875 | 36.6% | $39.44万 | 加仓 |
| NKE | NIKE INC | $147.49万 | 0.01% | 27,923 | -721 | -2.5% | -$3.81万 | 减仓 |
| DTM | DT MIDSTREAM INC | $147.52万 | 0.01% | 10,954 | -2,480 | -18.5% | -$33.40万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $147.62万 | 0.01% | 10,306 | 1,992 | 24.0% | $28.53万 | 加仓 |
| ESGD | ISHARES TR | $148.15万 | 0.01% | 15,494 | -811 | -5.0% | -$7.75万 | 减仓 |
| HEI | HEICO CORP NEW | $148.73万 | 0.01% | 5,424 | 3,240 | 148.4% | $88.84万 | 加仓 |
| TRMB | TRIMBLE INC | $149.88万 | 0.01% | 22,977 | 9,973 | 76.7% | $65.05万 | 加仓 |
| NRG | NRG ENERGY INC | $150.04万 | 0.01% | 10,267 | 1,562 | 17.9% | $22.83万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $150.09万 | 0.01% | 37,428 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $150.44万 | 0.01% | 18,220 | -6,214 | -25.4% | -$51.31万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $150.53万 | 0.01% | 16,131 | 1,379 | 9.3% | $12.87万 | 加仓 |
| AVY | AVERY DENNISON CORP | $150.68万 | 0.01% | 8,726 | 1,011 | 13.1% | $17.46万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $150.86万 | 0.01% | 4,560 | 348 | 8.3% | $11.51万 | 加仓 |
| EQNR | EQUINOR ASA | $151.58万 | 0.01% | 35,919 | 4,175 | 13.2% | $17.62万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $151.83万 | 0.01% | 7,165 | 718 | 11.1% | $15.21万 | 加仓 |
| KIM | KIMCO REALTY CORP | $151.99万 | 0.01% | 67,642 | 18,906 | 38.8% | $42.48万 | 加仓 |
| OMC | OMNICOM GROUP INC | $152.23万 | 0.01% | 20,213 | -249 | -1.2% | -$1.88万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $152.37万 | 0.01% | 21,406 | 2,489 | 13.2% | $17.72万 | 加仓 |
| MUR | MURPHY OIL CORP | $153.09万 | 0.01% | 37,112 | -2,821 | -7.1% | -$11.64万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $153.84万 | 0.01% | 24,318 | -2,875 | -10.6% | -$18.19万 | 减仓 |
| INCY | INCYTE CORP | $154.14万 | 0.01% | 16,377 | 2,922 | 21.7% | $27.50万 | 加仓 |
| PKG | PACKAGING CORP AMER | $154.19万 | 0.01% | 7,266 | 447 | 6.6% | $9.49万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $154.24万 | 0.01% | 34,078 | -865 | -2.5% | -$3.91万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $154.51万 | 0.01% | 23,308 | -189 | -0.8% | -$1.25万 | 减仓 |
| DG | DOLLAR GEN CORP | $155.07万 | 0.01% | 13,060 | 1,780 | 15.8% | $21.13万 | 加仓 |
| SON | SONOCO PRODS CO | $155.57万 | 0.01% | 28,762 | -244 | -0.8% | -$1.32万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $156.02万 | 0.01% | 8,935 | 2,005 | 28.9% | $35.01万 | 加仓 |
| — | COTERRA ENERGY INC | $156.33万 | 0.01% | 44,487 | 16,649 | 59.8% | $58.50万 | 加仓 |
| XAR | SPDR SERIES TRUST | $156.63万 | 0.01% | 6,167 | -347 | -5.3% | -$8.81万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $157.13万 | 0.01% | 9,105 | -1,211 | -11.7% | -$20.90万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $158.16万 | 0.01% | 39,274 | -5,186 | -11.7% | -$20.88万 | 减仓 |
| PFF | ISHARES TR | $158.47万 | 0.01% | 52,265 | -14,294 | -21.5% | -$43.34万 | 减仓 |