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 |
|---|---|---|---|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | $206.49万 | 0.01% | 28,407 | 7,129 | 33.5% | $51.82万 | 加仓 |
| NDSN | NORDSON CORP | $206.86万 | 0.01% | 7,775 | -68 | -0.9% | -$1.81万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $206.90万 | 0.01% | 10,589 | -499 | -4.5% | -$9.75万 | 减仓 |
| CSGP | COSTAR GROUP INC | $208.51万 | 0.01% | 51,688 | 2,324 | 4.7% | $9.38万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $210.08万 | 0.01% | 219,064 | -512 | -0.2% | -$4,910 | 减仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $210.22万 | 0.01% | 8,600 | -400 | -4.4% | -$9.78万 | 减仓 |
| NNN | NNN REIT INC | $210.59万 | 0.01% | 50,105 | 11,552 | 30.0% | $48.55万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $211.38万 | 0.01% | 13,444 | 2,684 | 24.9% | $42.20万 | 加仓 |
| SYY | SYSCO CORP | $212.44万 | 0.01% | 29,783 | 650 | 2.2% | $4.64万 | 加仓 |
| IEF | ISHARES TR | $213.80万 | 0.01% | 22,401 | 12,297 | 121.7% | $117.36万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $213.82万 | 0.01% | 19,232 | 43 | 0.2% | $4,781 | 加仓 |
| IBDR | ISHARES TR | $213.83万 | 0.01% | 88,213 | 8,242 | 10.3% | $19.98万 | 加仓 |
| IBDS | ISHARES TR | $213.86万 | 0.01% | 88,225 | 8,220 | 10.3% | $19.93万 | 加仓 |
| CBRE | CBRE GROUP INC | $214.24万 | 0.01% | 15,816 | -1,498 | -8.7% | -$20.29万 | 减仓 |
| WIT | WIPRO LTD | $215.09万 | 0.01% | 1,014,597 | 235,454 | 30.2% | $49.92万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $215.82万 | 0.01% | 23,129 | -1,310 | -5.4% | -$12.22万 | 减仓 |
| FHI | FEDERATED HERMES INC | $216.57万 | 0.01% | 38,189 | 3,176 | 9.1% | $18.01万 | 加仓 |
| KEY | KEYCORP | $218.15万 | 0.01% | 108,801 | 12,769 | 13.3% | $25.60万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $218.70万 | 0.01% | 47,073 | 11,476 | 32.2% | $53.32万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $219.97万 | 0.01% | 37,608 | 13,851 | 58.3% | $81.01万 | 加仓 |
| TRGP | TARGA RES CORP | $219.98万 | 0.01% | 8,774 | 325 | 3.8% | $8.15万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $220.24万 | 0.01% | 12,236 | 1,682 | 15.9% | $30.28万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $220.60万 | 0.01% | 61,655 | -3,803 | -5.8% | -$13.61万 | 减仓 |
| ESGU | ISHARES TR | $221.40万 | 0.01% | 15,655 | 2,911 | 22.8% | $41.17万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $221.73万 | 0.01% | 174,730 | -329 | -0.2% | -$4,175 | 减仓 |
| UBS | UBS GROUP AG | $222.04万 | 0.01% | 56,831 | 19,272 | 51.3% | $75.30万 | 加仓 |
| EME | EMCOR GROUP INC | $223.86万 | 0.01% | 3,032 | 211 | 7.5% | $15.58万 | 加仓 |
| EIX | EDISON INTL | $224.14万 | 0.01% | 30,629 | 4,894 | 19.0% | $35.81万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $224.45万 | 0.01% | 39,670 | -2,123 | -5.1% | -$12.01万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $224.57万 | 0.01% | 132,331 | 72,603 | 121.6% | $123.21万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $225.84万 | 0.01% | 163,060 | 23,553 | 16.9% | $32.62万 | 加仓 |
| FALN | ISHARES TR | $226.72万 | 0.01% | 84,852 | -26,636 | -23.9% | -$71.17万 | 减仓 |
| DHI | D R HORTON INC | $228.52万 | 0.01% | 16,653 | -921 | -5.2% | -$12.64万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $229.05万 | 0.01% | 28,295 | 638 | 2.3% | $5.16万 | 加仓 |
| MBB | ISHARES TR | $229.37万 | 0.01% | 24,156 | -9,554 | -28.3% | -$90.72万 | 减仓 |
| URI | UNITED RENTALS INC | $229.87万 | 0.01% | 3,155 | -86 | -2.7% | -$6.27万 | 减仓 |
| GIB | CGI INC | $229.93万 | 0.01% | 31,454 | -4,995 | -13.7% | -$36.51万 | 减仓 |
| JBL | JABIL INC | $230.81万 | 0.01% | 8,689 | 604 | 7.5% | $16.04万 | 加仓 |
| RIO | RIO TINTO PLC | $231.88万 | 0.01% | 24,856 | 3,328 | 15.5% | $31.05万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $233.03万 | 0.01% | 38,002 | 8,473 | 28.7% | $51.96万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $233.20万 | 0.01% | 23,871 | -293 | -1.2% | -$2.86万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $234.66万 | 0.01% | 51,881 | 14,737 | 39.7% | $66.66万 | 加仓 |
| CRH | CRH PLC | $235.31万 | 0.01% | 22,385 | 900 | 4.2% | $9.46万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $236.31万 | 0.01% | 5,796 | -299 | -4.9% | -$12.19万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $236.46万 | 0.01% | 143,920 | 16,001 | 12.5% | $26.29万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $236.57万 | 0.01% | 34,102 | 1,226 | 3.7% | $8.50万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $236.74万 | 0.01% | 11,326 | -182 | -1.6% | -$3.80万 | 减仓 |
| MCO | MOODYS CORP | $237.46万 | 0.01% | 5,443 | -250 | -4.4% | -$10.91万 | 减仓 |
| BP | BP PLC | $237.69万 | 0.01% | 50,572 | -596 | -1.2% | -$2.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $238.93万 | 0.01% | 13,700 | -500 | -3.5% | -$8.72万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $240.16万 | 0.01% | 50,517 | -6,069 | -10.7% | -$28.85万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $242.79万 | 0.01% | 49,823 | 11,094 | 28.6% | $54.06万 | 加仓 |
| SMH | VANECK ETF TRUST | $242.92万 | 0.01% | 6,336 | -1,449 | -18.6% | -$55.56万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $242.98万 | 0.01% | 99,623 | 4,118 | 4.3% | $10.04万 | 加仓 |
| STT | STATE STR CORP | $245.78万 | 0.01% | 19,420 | 3,544 | 22.3% | $44.85万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $245.93万 | 0.01% | 12,104 | -796 | -6.2% | -$16.17万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $246.40万 | 0.01% | 3,189 | 240 | 8.1% | $18.54万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $246.60万 | 0.01% | 51,321 | -18,761 | -26.8% | -$90.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $246.77万 | 0.01% | 42,813 | -280 | -0.6% | -$1.61万 | 减仓 |
| HUBS | HUBSPOT INC | $247.04万 | 0.01% | 10,120 | 8,784 | 657.5% | $214.43万 | 加仓 |
| D | DOMINION ENERGY INC | $247.12万 | 0.01% | 39,975 | 6,571 | 19.7% | $40.62万 | 加仓 |
| ZTS | ZOETIS INC | $247.37万 | 0.01% | 20,927 | -620 | -2.9% | -$7.33万 | 减仓 |
| NI | NISOURCE INC | $247.66万 | 0.01% | 53,078 | -6,079 | -10.3% | -$28.36万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $248.05万 | 0.01% | 12,220 | 1,242 | 11.3% | $25.21万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $248.61万 | 0.01% | 65,700 | 21,177 | 47.6% | $80.13万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $248.69万 | 0.01% | 73,598 | -3,045 | -4.0% | -$10.29万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $248.89万 | 0.01% | 90,637 | 6,463 | 7.7% | $17.75万 | 加仓 |
| KB | KB FINL GROUP INC | $249.06万 | 0.01% | 24,973 | 6,064 | 32.1% | $60.48万 | 加仓 |
| AZO | AUTOZONE INC | $249.40万 | 0.01% | 738 | 105 | 16.6% | $35.48万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $250.09万 | 0.01% | 5,157 | 1,358 | 35.7% | $65.86万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $250.42万 | 0.01% | 8,621 | 640 | 8.0% | $18.59万 | 加仓 |
| MELI | MERCADOLIBRE INC | $251.54万 | 0.01% | 1,455 | 277 | 23.5% | $47.89万 | 加仓 |
| UL | UNILEVER PLC | $251.68万 | 0.01% | 44,177 | 7,993 | 22.1% | $45.54万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $253.36万 | 0.01% | 63,611 | -1,515 | -2.3% | -$6.03万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $254.12万 | 0.01% | 39,095 | 13,882 | 55.1% | $90.23万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $254.53万 | 0.01% | 107,441 | -12,876 | -10.7% | -$30.50万 | 减仓 |
| ADSK | AUTODESK INC | $255.04万 | 0.01% | 10,654 | 2,497 | 30.6% | $59.78万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $256.20万 | 0.01% | 40,442 | -2,326 | -5.4% | -$14.74万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $259.12万 | 0.01% | 7,000 | -1,200 | -14.6% | -$44.42万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $260.93万 | 0.01% | 37,652 | -6,560 | -14.8% | -$45.46万 | 减仓 |
| UNM | UNUM GROUP | $261.04万 | 0.01% | 35,745 | 6,456 | 22.0% | $47.15万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $262.45万 | 0.01% | 16,679 | -895 | -5.1% | -$14.08万 | 减仓 |
| TTE | TOTALENERGIES SE | $262.98万 | 0.01% | 28,905 | 768 | 2.7% | $6.99万 | 加仓 |
| IDXX | IDEXX LABS INC | $264.12万 | 0.01% | 4,701 | 716 | 18.0% | $40.23万 | 加仓 |
| O | REALTY INCOME CORP | $264.44万 | 0.01% | 43,224 | -5,034 | -10.4% | -$30.80万 | 减仓 |
| IBN | ICICI BANK LIMITED | $264.76万 | 0.01% | 102,222 | 23,180 | 29.3% | $60.04万 | 加仓 |
| WF | WOORI FINL GROUP INC | $264.93万 | 0.01% | 39,779 | 3,742 | 10.4% | $24.92万 | 加仓 |
| CTAS | CINTAS CORP | $265.10万 | 0.01% | 15,673 | -140 | -0.9% | -$2.37万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $265.17万 | 0.01% | 43,244 | -3,931 | -8.3% | -$24.11万 | 减仓 |
| ETR | ENTERGY CORP NEW | $265.58万 | 0.01% | 23,636 | 9,253 | 64.3% | $103.97万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $266.23万 | 0.01% | 69,295 | 104 | 0.2% | $3,996 | 加仓 |
| TER | TERADYNE INC | $266.84万 | 0.01% | 9,001 | 1,651 | 22.5% | $48.95万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $268.56万 | 0.02% | 27,113 | 2,502 | 10.2% | $24.78万 | 加仓 |
| GWW | WW GRAINGER INC | $269.71万 | 0.02% | 2,473 | 201 | 8.8% | $21.92万 | 加仓 |
| IWP | ISHARES TR | $270.08万 | 0.02% | 21,080 | 1,369 | 6.9% | $17.54万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $270.23万 | 0.02% | 59,235 | -12,804 | -17.8% | -$58.41万 | 减仓 |
| APA | APA CORPORATION | $270.27万 | 0.02% | 63,683 | 9,554 | 17.7% | $40.55万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $271.12万 | 0.02% | 125,172 | 5,546 | 4.6% | $12.01万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $271.22万 | 0.02% | 52,798 | 12,515 | 31.1% | $64.29万 | 加仓 |
| FTNT | FORTINET INC | $271.41万 | 0.02% | 33,212 | 9,376 | 39.3% | $76.62万 | 加仓 |