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 |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | $147.70万 | 0.01% | 10,132 | -605 | -5.6% | -$8.82万 | 减仓 |
| TKR | TIMKEN CO | $148.07万 | 0.01% | 10,189 | -1,216 | -10.7% | -$17.67万 | 减仓 |
| NOK | NOKIA CORP | $148.80万 | 0.01% | 112,046 | 14,657 | 15.0% | $19.46万 | 加仓 |
| VTRS | VIATRIS INC | $148.94万 | 0.01% | 93,790 | -5,489 | -5.5% | -$8.72万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $148.96万 | 0.01% | 5,572 | 555 | 11.1% | $14.84万 | 加仓 |
| SNY | SANOFI SA | $149.16万 | 0.01% | 34,965 | -1,747 | -4.8% | -$7.45万 | 减仓 |
| IWS | ISHARES TR | $149.27万 | 0.01% | 9,068 | 1,146 | 14.5% | $18.86万 | 加仓 |
| ET | ENERGY TRANSFER L P | $149.84万 | 0.01% | 78,368 | 4,491 | 6.1% | $8.59万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $150.20万 | 0.01% | 27,063 | -826 | -3.0% | -$4.58万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $150.22万 | 0.01% | 39,212 | -62 | -0.2% | -$2,375 | 减仓 |
| SM | SM ENERGY COMPANY | $150.40万 | 0.01% | 57,623 | 33,181 | 135.8% | $86.60万 | 加仓 |
| RING | ISHARES INC | $150.69万 | 0.01% | 23,326 | -12,248 | -34.4% | -$79.12万 | 减仓 |
| TOL | TOLL BROTHERS INC | $151.17万 | 0.01% | 9,176 | 1,555 | 20.4% | $25.62万 | 加仓 |
| KIM | KIMCO REALTY CORP | $151.43万 | 0.01% | 59,735 | -7,907 | -11.7% | -$20.04万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $152.39万 | 0.01% | 10,070 | -3,374 | -25.1% | -$51.06万 | 减仓 |
| MLI | MUELLER INDS INC | $152.89万 | 0.01% | 12,437 | 1,771 | 16.6% | $21.77万 | 加仓 |
| ITA | ISHARES TR | $153.47万 | 0.01% | 6,331 | 1,333 | 26.7% | $32.31万 | 加仓 |
| FTV | FORTIVE CORP | $153.72万 | 0.01% | 25,163 | 621 | 2.5% | $3.79万 | 加仓 |
| GLPI | GAMING & LEISURE P | $153.80万 | 0.01% | 34,538 | -2,476 | -6.7% | -$11.03万 | 减仓 |
| KHC | KRAFT HEINZ CO | $154.81万 | 0.01% | 65,543 | 4,073 | 6.6% | $9.62万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $154.89万 | 0.01% | 14,308 | 7,404 | 107.2% | $80.15万 | 加仓 |
| IVZ | INVESCO LTD | $155.15万 | 0.01% | 58,792 | 18,451 | 45.7% | $48.69万 | 加仓 |
| DASH | DOORDASH INC | $155.39万 | 0.01% | 8,421 | 443 | 5.6% | $8.17万 | 加仓 |
| CSGP | COSTAR GROUP INC | $155.43万 | 0.01% | 54,883 | 3,195 | 6.2% | $9.05万 | 加仓 |
| CPNG | COUPANG INC | $155.52万 | 0.01% | 89,534 | 13,666 | 18.0% | $23.74万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $156.06万 | 0.01% | 29,171 | -27,080 | -48.1% | -$144.88万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $156.22万 | 0.01% | 5,470 | 653 | 13.6% | $18.65万 | 加仓 |
| SON | SONOCO PRODS CO | $156.27万 | 0.01% | 27,732 | -1,030 | -3.6% | -$5.80万 | 减仓 |
| EG | EVEREST GROUP LTD | $156.45万 | 0.01% | 4,380 | 1,709 | 64.0% | $61.04万 | 加仓 |
| GEF | GREIF INC | $156.59万 | 0.01% | 21,021 | 3,304 | 18.6% | $24.61万 | 加仓 |
| MBB | ISHARES TR | $156.65万 | 0.01% | 16,573 | -7,583 | -31.4% | -$71.67万 | 减仓 |
| IRM | IRON MTN INC DEL | $156.72万 | 0.01% | 12,408 | 1,944 | 18.6% | $24.55万 | 加仓 |
| SNA | SNAP ON INC | $157.30万 | 0.01% | 3,909 | -596 | -13.2% | -$23.98万 | 减仓 |
| BKH | BLACK HILLS CORP | $158.71万 | 0.01% | 21,332 | 4,325 | 25.4% | $32.18万 | 加仓 |
| MSCI | MSCI INC | $158.76万 | 0.01% | 2,835 | 111 | 4.1% | $6.22万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $158.80万 | 0.01% | 14,841 | 4,620 | 45.2% | $49.43万 | 加仓 |
| ESLT | ELBIT SYS LTD | $159.12万 | 0.01% | 2,097 | 9 | 0.4% | $6,829 | 加仓 |
| CLS | CELESTICA INC | $159.16万 | 0.01% | 4,363 | 40 | 0.9% | $1.46万 | 加仓 |
| PKG | PACKAGING CORP AMER | $159.30万 | 0.01% | 6,685 | -581 | -8.0% | -$13.84万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $160.43万 | 0.01% | 80,661 | -51,670 | -39.0% | -$102.77万 | 减仓 |
| E | ENI SPA | $160.67万 | 0.01% | 34,288 | -300 | -0.9% | -$1.41万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $161.05万 | 0.01% | 12,240 | 3,287 | 36.7% | $43.25万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $161.16万 | 0.01% | 37,428 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $161.49万 | 0.01% | 59,024 | 24,930 | 73.1% | $68.21万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $161.63万 | 0.01% | 5,335 | -461 | -8.0% | -$13.97万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $162.33万 | 0.01% | 31,570 | -7,054 | -18.3% | -$36.27万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $162.77万 | 0.01% | 10,707 | 1,706 | 19.0% | $25.94万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $162.95万 | 0.01% | 66,080 | 43,616 | 194.2% | $107.56万 | 加仓 |
| RKLB | ROCKET LAB CORP | $163.30万 | 0.01% | 16,065 | 3,222 | 25.1% | $32.75万 | 加仓 |
| GNTX | GENTEX CORP | $163.45万 | 0.01% | 64,681 | 8,248 | 14.6% | $20.84万 | 加仓 |
| KGC | KINROSS GOLD CORP | $163.62万 | 0.01% | 69,273 | 4,885 | 7.6% | $11.54万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $164.53万 | 0.01% | 27,717 | 8,892 | 47.2% | $52.78万 | 加仓 |
| L | LOEWS CORP | $164.70万 | 0.01% | 14,549 | -2,221 | -13.2% | -$25.14万 | 减仓 |
| GDX | VANECK ETF TRUST | $165.34万 | 0.01% | 21,914 | -71 | -0.3% | -$5,357 | 减仓 |
| VMC | VULCAN MATLS CO | $165.36万 | 0.01% | 5,605 | 1,747 | 45.3% | $51.54万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $165.53万 | 0.01% | 136,803 | 69,166 | 102.3% | $83.69万 | 加仓 |
| IWY | ISHARES TR | $165.68万 | 0.01% | 5,701 | 329 | 6.1% | $9.56万 | 加仓 |
| VRSN | VERISIGN INC | $166.34万 | 0.01% | 6,612 | 1,454 | 28.2% | $36.58万 | 加仓 |
| DTM | DT MIDSTREAM INC | $166.94万 | 0.01% | 11,376 | 422 | 3.9% | $6.19万 | 加仓 |
| SOLV | SOLVENTUM CORP | $167.20万 | 0.01% | 21,672 | 3,412 | 18.7% | $26.32万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $167.20万 | 0.01% | 63,866 | -2,419 | -3.6% | -$6.33万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $167.58万 | 0.01% | 2,687 | -502 | -15.7% | -$31.31万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $167.87万 | 0.01% | 810 | -14 | -1.7% | -$2.90万 | 减仓 |
| DLTR | DOLLAR TREE INC | $168.36万 | 0.01% | 13,920 | 1,290 | 10.2% | $15.60万 | 加仓 |
| NTAP | NETAPP INC | $168.91万 | 0.01% | 10,915 | -3,174 | -22.5% | -$49.12万 | 减仓 |
| HDB | HDFC BANK LTD | $170.20万 | 0.01% | 65,893 | -3,053 | -4.4% | -$7.89万 | 减仓 |
| NGG | NATIONAL GRID PLC | $170.38万 | 0.01% | 20,560 | 1,255 | 6.5% | $10.40万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $170.64万 | 0.01% | 178,125 | -27,386 | -13.3% | -$26.24万 | 减仓 |
| SHY | ISHARES TR | $170.88万 | 0.01% | 20,811 | 2,591 | 14.2% | $21.27万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $170.89万 | 0.01% | 23,904 | -414 | -1.7% | -$2.96万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $171.08万 | 0.01% | 7,208 | -509 | -6.6% | -$12.08万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $171.09万 | 0.01% | 22,426 | -2,179 | -8.9% | -$16.62万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $171.11万 | 0.01% | 24,915 | -716 | -2.8% | -$4.92万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $172.14万 | 0.01% | 36,005 | 1,075 | 3.1% | $5.14万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $172.86万 | 0.01% | 28,231 | 6,390 | 29.3% | $39.13万 | 加仓 |
| XAR | SPDR SERIES TRUST | $172.86万 | 0.01% | 6,091 | -76 | -1.2% | -$2.16万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $172.95万 | 0.01% | 18,375 | 2,934 | 19.0% | $27.62万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $173.16万 | 0.01% | 50,929 | 1,104 | 2.2% | $3.75万 | 加仓 |
| CORP | PIMCO ETF TR | $173.79万 | 0.01% | 17,935 | -17,718 | -49.7% | -$171.69万 | 减仓 |
| GGG | GRACO INC | $173.84万 | 0.01% | 22,992 | -9,786 | -29.9% | -$73.99万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $175.09万 | 0.01% | 22,613 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $175.16万 | 0.01% | 33,268 | 5,160 | 18.4% | $27.17万 | 加仓 |
| NKE | NIKE INC | $175.90万 | 0.01% | 42,850 | 14,927 | 53.5% | $61.28万 | 加仓 |
| ALAB | ASTERA LABS INC | $177.61万 | 0.01% | 3,677 | 588 | 19.0% | $28.40万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $177.79万 | 0.01% | 18,352 | 2,221 | 13.8% | $21.52万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $178.46万 | 0.01% | 16,558 | 899 | 5.7% | $9.69万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $178.53万 | 0.01% | 10,364 | -254 | -2.4% | -$4.38万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $179.06万 | 0.01% | 4,593 | -1,507 | -24.7% | -$58.75万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $179.15万 | 0.01% | 31,720 | 409 | 1.3% | $2.31万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $179.63万 | 0.01% | 10,666 | -4,000 | -27.3% | -$67.37万 | 减仓 |
| BWA | BORGWARNER INC | $180.13万 | 0.01% | 27,127 | 2,051 | 8.2% | $13.62万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $181.10万 | 0.01% | 6,659 | 1,063 | 19.0% | $28.91万 | 加仓 |
| PAYX | PAYCHEX INC | $181.27万 | 0.01% | 18,435 | 35 | 0.2% | $3,442 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $181.34万 | 0.01% | 6,830 | -131 | -1.9% | -$3.48万 | 减仓 |
| RS | RELIANCE INC | $181.73万 | 0.01% | 4,864 | 226 | 4.9% | $8.44万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $182.91万 | 0.01% | 6,623 | 702 | 11.9% | $19.39万 | 加仓 |
| IQV | IQVIA HLDGS INC | $183.21万 | 0.01% | 9,482 | -329 | -3.4% | -$6.36万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $183.59万 | 0.01% | 40,359 | -18,876 | -31.9% | -$85.87万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $183.74万 | 0.01% | 11,845 | -375 | -3.1% | -$5.82万 | 减仓 |
| PCAR | PACCAR INC | $183.82万 | 0.01% | 15,303 | 292 | 1.9% | $3.51万 | 加仓 |