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 |
|---|---|---|---|---|---|---|---|---|
| INVH | INVITATION HOMES INC | $96.76万 | 0.00% | 32,029 | 13,840 | 76.1% | $41.81万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $96.78万 | 0.00% | 34,319 | 4,381 | 14.6% | $12.35万 | 加仓 |
| KBH | KB HOME | $97.40万 | 0.00% | 15,562 | -4,034 | -20.6% | -$25.25万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $97.53万 | 0.00% | 18,702 | 899 | 5.0% | $4.69万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $97.57万 | 0.00% | 16,543 | 1,481 | 9.8% | $8.73万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $97.63万 | 0.00% | 12,907 | 2,240 | 21.0% | $16.94万 | 加仓 |
| NWG | NATWEST GROUP PLC | $97.66万 | 0.00% | 55,392 | 8,906 | 19.2% | $15.70万 | 加仓 |
| TECK | TECK RESOURCES LTD | $97.82万 | 0.00% | 16,451 | 2,020 | 14.0% | $12.01万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $98.09万 | 0.00% | 25,426 | -3,724 | -12.8% | -$14.37万 | 减仓 |
| FTI | TECHNIPFMC PLC | $98.18万 | 0.00% | 14,808 | 386 | 2.7% | $2.56万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $98.20万 | 0.00% | 17,513 | 1,843 | 11.8% | $10.33万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $98.35万 | 0.00% | 3,534 | 320 | 10.0% | $8.91万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $98.36万 | 0.00% | 7,484 | -1,003 | -11.8% | -$13.18万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $98.50万 | 0.00% | 5,967 | -3,330 | -35.8% | -$54.97万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $98.96万 | 0.00% | 1,179 | 225 | 23.6% | $18.89万 | 加仓 |
| — | PROSHARES TR | $99.33万 | 0.00% | 6,400 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $99.37万 | 0.00% | 41,909 | 4,934 | 13.3% | $11.70万 | 加仓 |
| RELX | RELX PLC | $99.45万 | 0.00% | 31,401 | -19,261 | -38.0% | -$61.00万 | 减仓 |
| RMD | RESMED INC | $99.49万 | 0.00% | 5,105 | -1,326 | -20.6% | -$25.84万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $99.87万 | 0.00% | 4,056 | 805 | 24.8% | $19.82万 | 加仓 |
| RMBS | RAMBUS INC DEL | $100.11万 | 0.00% | 7,542 | -336 | -4.3% | -$4.46万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $100.25万 | 0.00% | 10,097 | 183 | 1.8% | $1.82万 | 加仓 |
| IX | ORIX CORP | $100.27万 | 0.00% | 26,360 | 373 | 1.4% | $1.42万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $100.33万 | 0.01% | 1,427 | -889 | -38.4% | -$62.51万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $100.44万 | 0.01% | 10,345 | -805,353 | -98.7% | -$7,819.27万 | 减仓 |
| ABBV | ABBVIE INC 看跌期权 | $100.66万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $100.69万 | 0.01% | 29,976 | 3,136 | 11.7% | $10.53万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $100.74万 | 0.01% | 25,459 | -110 | -0.4% | -$4,353 | 减仓 |
| SGOL | ETFS GOLD TR | $101.31万 | 0.01% | 26,500 | 200 | 0.8% | $7,646 | 加仓 |
| TDC | TERADATA CORP DEL | $101.32万 | 0.01% | 29,242 | -3,065 | -9.5% | -$10.62万 | 减仓 |
| DINO | HF SINCLAIR CORP | $101.36万 | 0.01% | 14,553 | 5,863 | 67.5% | $40.84万 | 加仓 |
| SJM | SMUCKER J M CO | $101.36万 | 0.01% | 9,010 | -416 | -4.4% | -$4.68万 | 减仓 |
| AVY | AVERY DENNISON CORP | $101.49万 | 0.01% | 6,251 | -2,475 | -28.4% | -$40.18万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $101.97万 | 0.01% | 14,572 | -4,415 | -23.3% | -$30.90万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $102.71万 | 0.01% | 28,523 | 359 | 1.3% | $1.29万 | 加仓 |
| QLYS | QUALYS INC | $103.49万 | 0.01% | 7,527 | 4,747 | 170.8% | $65.27万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $104.05万 | 0.01% | 6,891 | 6,891 | — | $104.05万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $104.10万 | 0.01% | 5,685 | 89 | 1.6% | $1.63万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $104.14万 | 0.01% | 2,309 | -894 | -27.9% | -$40.32万 | 减仓 |
| DCI | DONALDSON INC | $104.18万 | 0.01% | 11,605 | -3,368 | -22.5% | -$30.23万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $104.47万 | 0.01% | 7,026 | 3,200 | 83.6% | $47.58万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $104.48万 | 0.01% | 26,331 | -430 | -1.6% | -$1.71万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $104.71万 | 0.01% | 6,527 | -494 | -7.0% | -$7.92万 | 减仓 |
| URA | GLOBAL X FDS | $104.80万 | 0.01% | 23,981 | -500 | -2.0% | -$2.18万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $104.84万 | 0.01% | 23,806 | 2,057 | 9.5% | $9.06万 | 加仓 |
| LOGI | LOGITECH INTL S A | $104.90万 | 0.01% | 11,155 | 878 | 8.5% | $8.26万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $105.27万 | 0.01% | 13,532 | 5,162 | 61.7% | $40.16万 | 加仓 |
| WRB | BERKLEY W R CORP | $105.43万 | 0.01% | 14,948 | 5,304 | 55.0% | $37.41万 | 加仓 |
| NRG | NRG ENERGY INC | $106.40万 | 0.01% | 7,285 | -2,982 | -29.0% | -$43.55万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $106.64万 | 0.01% | 79,641 | -34 | -0.0% | -$455 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $106.73万 | 0.01% | 3,151 | -29 | -0.9% | -$9,823 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $107.04万 | 0.01% | 6,351 | 1,502 | 31.0% | $25.31万 | 加仓 |
| SF | STIFEL FINL CORP | $107.40万 | 0.01% | 15,393 | 1,830 | 13.5% | $12.77万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $107.42万 | 0.01% | 81,223 | 9,281 | 12.9% | $12.27万 | 加仓 |
| THG | HANOVER INS GROUP INC | $107.60万 | 0.01% | 5,025 | 1,151 | 29.7% | $24.65万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $107.72万 | 0.01% | 20,460 | 10,837 | 112.6% | $57.06万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $107.96万 | 0.01% | 26,415 | -585 | -2.2% | -$2.39万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $108.00万 | 0.01% | 16,873 | -4,533 | -21.2% | -$29.02万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $108.58万 | 0.01% | 28,136 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $108.83万 | 0.01% | 13,577 | 1,037 | 8.3% | $8.31万 | 加仓 |
| KRC | KILROY REALTY CORP | $108.97万 | 0.01% | 29,083 | 16,169 | 125.2% | $60.59万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $109.10万 | 0.01% | 4,527 | 389 | 9.4% | $9.37万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $109.24万 | 0.01% | 4,777 | 1,987 | 71.2% | $45.44万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $109.49万 | 0.01% | 4,466 | 1,186 | 36.2% | $29.08万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $109.87万 | 0.01% | 22,391 | 0 | 0.0% | — | 重新持有 |
| BEN | FRANKLIN RESOURCES INC | $109.90万 | 0.01% | 33,032 | 4,152 | 14.4% | $13.81万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $109.96万 | 0.01% | 3,318 | 2 | 0.1% | $663 | 加仓 |
| VLY | VALLEY NATL BANCORP | $110.00万 | 0.01% | 75,084 | 13,729 | 22.4% | $20.11万 | 加仓 |
| EXEL | EXELIXIS INC | $110.41万 | 0.01% | 20,292 | 7,588 | 59.7% | $41.29万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $110.43万 | 0.01% | 14,568 | 14,568 | — | $110.43万 | 新建仓 |
| EAGG | ISHARES TR | $110.53万 | 0.01% | 23,314 | -6,613 | -22.1% | -$31.35万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $111.06万 | 0.01% | 7,477 | 218 | 3.0% | $3.24万 | 加仓 |
| IYW | ISHARES TR | $111.44万 | 0.01% | 4,418 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $111.69万 | 0.01% | 3,111 | -214 | -6.4% | -$7.68万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $112.19万 | 0.01% | 28,795 | 16,597 | 136.1% | $64.66万 | 加仓 |
| DNOW | DNOW INC | $112.23万 | 0.01% | 86,530 | 2,029 | 2.4% | $2.63万 | 加仓 |
| SEIC | SEI INVTS CO | $112.37万 | 0.01% | 12,812 | -3,004 | -19.0% | -$26.35万 | 减仓 |
| USFD | US FOODS HLDG CORP | $113.49万 | 0.01% | 11,099 | -2,017 | -15.4% | -$20.62万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $113.68万 | 0.01% | 29,240 | 3,484 | 13.5% | $13.55万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $113.72万 | 0.01% | 6,436 | 52 | 0.8% | $9,188 | 加仓 |
| SHV | ISHARES TR | $114.05万 | 0.01% | 10,335 | 2 | 0.0% | $221 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $114.23万 | 0.01% | 12,163 | -399 | -3.2% | -$3.75万 | 减仓 |
| QQQI | NEOS ETF TRUST | $114.26万 | 0.01% | 20,120 | 5,632 | 38.9% | $31.98万 | 加仓 |
| INFY | INFOSYS LTD | $114.65万 | 0.01% | 109,291 | 26,984 | 32.8% | $28.31万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $114.79万 | 0.01% | 5,572 | -66 | -1.2% | -$1.36万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $114.97万 | 0.01% | 24,113 | -1,617 | -6.3% | -$7.71万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $115.08万 | 0.01% | 8,264 | 2,504 | 43.5% | $34.87万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $115.29万 | 0.01% | 36,564 | -5,217 | -12.5% | -$16.45万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $115.47万 | 0.01% | 46,542 | 4,611 | 11.0% | $11.44万 | 加仓 |
| IXJ | ISHARES TR | $115.54万 | 0.01% | 11,744 | 742 | 6.7% | $7.30万 | 加仓 |
| NTRA | NATERA INC | $115.56万 | 0.01% | 4,257 | 578 | 15.7% | $15.69万 | 加仓 |
| EQNR | EQUINOR ASA | $115.68万 | 0.01% | 36,842 | 923 | 2.6% | $2.90万 | 加仓 |
| SUSL | ISHARES TR | $115.81万 | 0.01% | 8,723 | 209 | 2.5% | $2.77万 | 加仓 |
| IYR | ISHARES TR | $116.47万 | 0.01% | 11,391 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $117.00万 | 0.01% | 20,445 | 765 | 3.9% | $4.38万 | 加仓 |
| CBT | CABOT CORP | $117.15万 | 0.01% | 12,899 | -2,200 | -14.6% | -$19.98万 | 减仓 |
| VTR | VENTAS INC | $117.16万 | 0.01% | 13,194 | 300 | 2.3% | $2.66万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $117.20万 | 0.01% | 10,192 | 113 | 1.1% | $1.30万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $117.39万 | 0.01% | 13,548 | -1,702 | -11.2% | -$14.75万 | 减仓 |
| MUR | MURPHY OIL CORP | $117.57万 | 0.01% | 36,108 | -1,004 | -2.7% | -$3.27万 | 减仓 |