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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $370.11万 | 0.02% | 8,529 | 500 | 6.2% | $21.70万 | 加仓 |
| APP | APPLOVIN CORP | $371.28万 | 0.02% | 9,329 | -59 | -0.6% | -$2.35万 | 减仓 |
| URTH | ISHARES INC | $371.96万 | 0.02% | 20,662 | -1,256 | -5.7% | -$22.61万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $376.16万 | 0.02% | 8,883 | 185 | 2.1% | $7.83万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $382.63万 | 0.02% | 24,328 | -1,748 | -6.7% | -$27.49万 | 减仓 |
| GL | GLOBE LIFE INC | $382.67万 | 0.02% | 27,497 | -2,535 | -8.4% | -$35.28万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $384.43万 | 0.02% | 40,792 | 2,112 | 5.5% | $19.90万 | 加仓 |
| WELL | WELLTOWER INC | $385.09万 | 0.02% | 19,477 | 475 | 2.5% | $9.39万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $385.60万 | 0.02% | 53,010 | 3,619 | 7.3% | $26.32万 | 加仓 |
| COR | CENCORA INC | $387.04万 | 0.02% | 12,321 | -107 | -0.9% | -$3.36万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $387.32万 | 0.02% | 8,715 | 268 | 3.2% | $11.91万 | 加仓 |
| CVS | CVS HEALTH CORP | $388.64万 | 0.02% | 54,113 | -21,433 | -28.4% | -$153.93万 | 减仓 |
| TMUS | T-MOBILE US INC | $389.35万 | 0.02% | 18,538 | 1,171 | 6.7% | $24.59万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $390.44万 | 0.02% | 42,297 | 3,637 | 9.4% | $33.57万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $392.32万 | 0.02% | 14,049 | 1,661 | 13.4% | $46.38万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $393.24万 | 0.02% | 19,176 | -672 | -3.4% | -$13.78万 | 减仓 |
| CSX | CSX CORP | $393.50万 | 0.02% | 95,859 | -107,925 | -53.0% | -$443.03万 | 减仓 |
| BIL | SPDR SERIES TRUST | $395.30万 | 0.02% | 43,136 | 14,528 | 50.8% | $133.14万 | 加仓 |
| VNT | VONTIER CORPORATION | $397.60万 | 0.02% | 112,095 | 4,453 | 4.1% | $15.79万 | 加仓 |
| LQD | ISHARES TR | $398.98万 | 0.02% | 36,607 | 5,392 | 17.3% | $58.77万 | 加仓 |
| FIX | COMFORT SYS USA INC | $399.92万 | 0.02% | 2,900 | -217 | -7.0% | -$29.93万 | 减仓 |
| AZN | ASTRAZENECA PLC | $400.07万 | 0.02% | 20,285 | 20,285 | — | $400.07万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $400.24万 | 0.02% | 11,311 | -89 | -0.8% | -$3.15万 | 减仓 |
| EMR | EMERSON ELEC CO | $401.97万 | 0.02% | 30,680 | 2,929 | 10.6% | $38.38万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $402.11万 | 0.02% | 87,625 | -10,036 | -10.3% | -$46.06万 | 减仓 |
| VO | VANGUARD INDEX FDS | $402.26万 | 0.02% | 14,007 | 162 | 1.2% | $4.65万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $413.09万 | 0.02% | 36,498 | 7,582 | 26.2% | $85.81万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $416.44万 | 0.02% | 83,089 | -10,837 | -11.5% | -$54.32万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $416.83万 | 0.02% | 22,849 | -1,452 | -6.0% | -$26.49万 | 减仓 |
| ADBE | ADOBE INC | $417.38万 | 0.02% | 17,171 | 2,643 | 18.2% | $64.24万 | 加仓 |
| MINT | PIMCO ETF TR | $417.71万 | 0.02% | 41,534 | 2,046 | 5.2% | $20.58万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $419.09万 | 0.02% | 28,585 | -305 | -1.1% | -$4.47万 | 减仓 |
| IJJ | ISHARES TR | $419.77万 | 0.02% | 31,680 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $419.91万 | 0.02% | 43,187 | 19 | 0.0% | $1,847 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $423.23万 | 0.02% | 32,320 | 1,044 | 3.3% | $13.67万 | 加仓 |
| SBUX | STARBUCKS CORP | $426.34万 | 0.02% | 47,588 | 196 | 0.4% | $1.76万 | 加仓 |
| DHR | DANAHER CORP DEL | $427.72万 | 0.02% | 22,559 | -1,963 | -8.0% | -$37.22万 | 减仓 |
| MDT | MEDTRONIC PLC | $428.79万 | 0.02% | 49,485 | -3,248 | -6.2% | -$28.14万 | 减仓 |
| F | FORD MTR CO | $429.66万 | 0.02% | 372,324 | 120,781 | 48.0% | $139.38万 | 加仓 |
| SLB | SLB LIMITED | $429.79万 | 0.02% | 83,632 | 6,681 | 8.7% | $34.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $429.79万 | 0.02% | 11,009 | 1,905 | 20.9% | $74.37万 | 加仓 |
| WMB | WILLIAMS COS INC | $430.77万 | 0.02% | 59,188 | 3,637 | 6.5% | $26.47万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $436.41万 | 0.02% | 20,972 | 1,311 | 6.7% | $27.28万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $436.84万 | 0.02% | 61,657 | -8,708 | -12.4% | -$61.70万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $441.08万 | 0.02% | 208,550 | -6,693 | -3.1% | -$14.16万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $443.47万 | 0.02% | 159,235 | 5,476 | 3.6% | $15.25万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $445.54万 | 0.02% | 15,524 | -62,391 | -80.1% | -$1,790.63万 | 减仓 |
| NEM | NEWMONT CORP | $445.77万 | 0.02% | 41,179 | 8,301 | 25.2% | $89.86万 | 加仓 |
| SHEL | SHELL PLC | $448.73万 | 0.03% | 48,251 | 1,796 | 3.9% | $16.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $451.28万 | 0.03% | 16,684 | 3,035 | 22.2% | $82.09万 | 加仓 |
| VHT | VANGUARD WORLD FD | $454.64万 | 0.03% | 16,695 | -415 | -2.4% | -$11.30万 | 减仓 |
| NOW | SERVICENOW INC | $457.32万 | 0.03% | 43,742 | 7,833 | 21.8% | $81.89万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $457.94万 | 0.03% | 11,689 | 2,211 | 23.3% | $86.62万 | 加仓 |
| VEEV | VEEVA SYS INC | $458.44万 | 0.03% | 26,098 | 2,218 | 9.3% | $38.96万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $464.75万 | 0.03% | 93,042 | -198 | -0.2% | -$9,890 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $467.36万 | 0.03% | 153,232 | -4,300 | -2.7% | -$13.11万 | 减仓 |
| SYK | STRYKER CORPORATION | $476.58万 | 0.03% | 14,503 | 506 | 3.6% | $16.63万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $481.41万 | 0.03% | 42,237 | 667 | 1.6% | $7.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $484.25万 | 0.03% | 67,323 | 8,071 | 13.6% | $58.05万 | 加仓 |
| CSTM | CONSTELLIUM SE | $484.71万 | 0.03% | 197,198 | 3,716 | 1.9% | $9.13万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $487.96万 | 0.03% | 12,844 | 4,510 | 54.1% | $171.34万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $488.37万 | 0.03% | 59,204 | -2,519 | -4.1% | -$20.78万 | 减仓 |
| EVR | EVERCORE INC | $488.72万 | 0.03% | 16,372 | -205 | -1.2% | -$6.12万 | 减仓 |
| IEUR | ISHARES TR | $491.95万 | 0.03% | 70,008 | -9,959 | -12.5% | -$69.98万 | 减仓 |
| SNPS | SYNOPSYS INC | $495.15万 | 0.03% | 12,489 | 1,651 | 15.2% | $65.46万 | 加仓 |
| WCC | WESCO INTL INC | $495.57万 | 0.03% | 18,112 | 315 | 1.8% | $8.62万 | 加仓 |
| GM | GENERAL MTRS CO | $495.65万 | 0.03% | 66,530 | -4,109 | -5.8% | -$30.61万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $500.26万 | 0.03% | 13,939 | -70 | -0.5% | -$2.51万 | 减仓 |
| ICSH | ISHARES TR | $504.40万 | 0.03% | 99,645 | -10,995 | -9.9% | -$55.66万 | 减仓 |
| PGR | PROGRESSIVE CORP 看跌期权 | $505.51万 | 0.03% | 25,500 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $507.11万 | 0.03% | 15,505 | -59 | -0.4% | -$1.93万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $507.39万 | 0.03% | 18,731 | 2,129 | 12.8% | $57.67万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $511.14万 | 0.03% | 169,700 | 31,756 | 23.0% | $95.65万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $512.46万 | 0.03% | 46,226 | -9,129 | -16.5% | -$101.20万 | 减仓 |
| AON | AON PLC | $513.44万 | 0.03% | 15,907 | 705 | 4.6% | $22.76万 | 加仓 |
| DXJ | WISDOMTREE TR | $513.84万 | 0.03% | 32,403 | -71 | -0.2% | -$1.13万 | 减仓 |
| MUNI | PIMCO ETF TR | $514.04万 | 0.03% | 98,494 | -7,208 | -6.8% | -$37.62万 | 减仓 |
| TGT | TARGET CORP | $514.07万 | 0.03% | 42,414 | 829 | 2.0% | $10.05万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $515.21万 | 0.03% | 89,414 | -2,827 | -3.1% | -$16.29万 | 减仓 |
| VICI | VICI PPTYS INC | $516.65万 | 0.03% | 189,111 | -719,195 | -79.2% | -$1,964.84万 | 减仓 |
| MPC | MARATHON PETE CORP | $517.74万 | 0.03% | 21,203 | -320 | -1.5% | -$7.81万 | 减仓 |
| IVE | ISHARES TR | $518.91万 | 0.03% | 24,575 | -2,217 | -8.3% | -$46.81万 | 减仓 |
| SNOW | SNOWFLAKE INC | $522.90万 | 0.03% | 34,671 | 1,554 | 4.7% | $23.44万 | 加仓 |
| TXT | TEXTRON INC | $523.29万 | 0.03% | 59,764 | -10,951 | -15.5% | -$95.89万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $523.62万 | 0.03% | 11,359 | 178 | 1.6% | $8.21万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $529.74万 | 0.03% | 27,030 | 328 | 1.2% | $6.43万 | 加仓 |
| ENB | ENBRIDGE INC | $532.99万 | 0.03% | 98,447 | -9,961 | -9.2% | -$53.93万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $534.86万 | 0.03% | 21,345 | 3,990 | 23.0% | $99.98万 | 加仓 |
| FDX | FEDEX CORP | $550.94万 | 0.03% | 15,468 | 1,240 | 8.7% | $44.17万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $551.77万 | 0.03% | 68,475 | -3,881 | -5.4% | -$31.27万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $552.06万 | 0.03% | 64,773 | 10,434 | 19.2% | $88.93万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $552.07万 | 0.03% | 56,116 | -4,696 | -7.7% | -$46.20万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $554.57万 | 0.03% | 1,317 | 27 | 2.1% | $11.37万 | 加仓 |
| DGRO | ISHARES TR | $555.69万 | 0.03% | 79,181 | -585 | -0.7% | -$4.11万 | 减仓 |
| CMPR | CIMPRESS PLC | $559.03万 | 0.03% | 76,579 | 3,569 | 4.9% | $26.05万 | 加仓 |
| FFIV | F5 INC | $559.28万 | 0.03% | 19,330 | -457 | -2.3% | -$13.22万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $561.46万 | 0.03% | 77,485 | 5,602 | 7.8% | $40.59万 | 加仓 |
| GVI | ISHARES TR | $563.24万 | 0.03% | 52,797 | -3,334 | -5.9% | -$35.57万 | 减仓 |
| IWD | ISHARES TR | $567.11万 | 0.03% | 26,542 | 1,659 | 6.7% | $35.45万 | 加仓 |
| WAT | WATERS CORP | $572.22万 | 0.03% | 19,215 | 765 | 4.1% | $22.78万 | 加仓 |