13F 机构持仓

Sequoia Financial Advisors, LLC

Akron OH · SEC CIK 0001599900

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$200.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 7.1%
SFGV 5.5%
IXUS 3.0%
AAPL 2.9%
NVDA 2.8%
VONG 2.2%
DFAU 2.0%
DSTL 1.8%
MSFT 1.7%
PYLD 1.6%

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
ESGU ISHARES TR $236.73万0.01%14,464 -1,191-7.6% -$19.49万 减仓
TRGP TARGA RES CORP $237.11万0.01%8,843 690.8% $1.85万 加仓
TEL TE CONNECTIVITY PLC $237.35万0.01%11,772 4463.9% $8.99万 加仓
ZS ZSCALER INC $238.21万0.01%16,876 -44,439-72.5% -$627.26万 减仓
COHR COHERENT CORP $238.39万0.01%6,043 1,61936.6% $63.87万 加仓
MELI MERCADOLIBRE INC $239.13万0.01%1,409 -46-3.2% -$7.81万 减仓
CHT CHUNGHWA TELECOM CO LTD $239.31万0.01%54,069 6,34413.3% $28.08万 加仓
NI NISOURCE INC $239.86万0.01%50,445 -2,633-5.0% -$12.52万 减仓
NET CLOUDFLARE INC $240.13万0.01%9,790 1,13913.2% $27.94万 加仓
DDOG DATADOG INC $240.29万0.01%9,229 190.2% $4,947 加仓
SPYV SPDR SERIES TRUST $240.37万0.01%39,541 -129-0.3% -$7,842 减仓
CNC CENTENE CORP DEL $241.21万0.01%37,577 3,76011.1% $24.14万 加仓
AME AMETEK INC $241.42万0.01%9,978 1,35215.7% $32.71万 加仓
CTAS CINTAS CORP $242.12万0.01%14,235 -1,438-9.2% -$24.46万 减仓
KR KROGER CO $243.17万0.01%43,790 -5,418-11.0% -$30.09万 减仓
ETR ENTERGY CORP NEW $243.39万0.01%21,190 -2,446-10.3% -$28.10万 减仓
RH RH $243.80万0.01%14,800 9677.0% $15.93万 加仓
VOT VANGUARD INDEX FDS $244.03万0.01%7,967 1,80129.2% $55.16万 加仓
EPD ENTERPRISE PRODS PARTNERS L $246.03万0.01%66,928 1,2281.9% $4.51万 加仓
AVUS AMERICAN CENTY ETF TR $246.32万0.01%19,232 00.0% — 不变
CRH CRH PLC $246.57万0.01%23,044 6592.9% $7.05万 加仓
SHOP SHOPIFY INC $247.22万0.01%21,652 -8,947-29.2% -$102.16万 减仓
CNK CINEMARK HLDGS INC $247.67万0.01%78,056 78,056— $247.67万 新建仓
BSMT INVESCO EXCH TRD SLF IDX FD $248.46万0.01%107,886 -52,357-32.7% -$120.58万 减仓
SONY SONY GROUP CORP $248.68万0.01%123,969 -47,647-27.8% -$95.58万 减仓
PKX POSCO HOLDINGS INC $248.78万0.01%48,420 10,81228.7% $55.55万 加仓
AXON AXON ENTERPRISE INC $249.10万0.01%4,443 631.4% $3.53万 加仓
RGA REINSURANCE GROUP AMER INC $249.14万0.01%11,716 5,11877.6% $108.83万 加仓
PCG PG&E CORP $249.37万0.01%148,258 43,68441.8% $73.48万 加仓
WPM WHEATON PRECIOUS METALS CORP $249.40万0.01%22,204 11,01698.5% $123.73万 加仓
UBS UBS GROUP AG $249.84万0.01%50,412 -6,419-11.3% -$31.81万 减仓
EFAV ISHARES TR $249.93万0.01%28,495 -8,668-23.3% -$76.03万 减仓
APD AIR PRODUCTS AND CHEMICALS I $250.25万0.01%8,536 -85-1.0% -$2.49万 减仓
MRSH MARSH & MCLENNAN COS INC $250.51万0.01%15,030 -4,028-21.1% -$67.14万 减仓
IWO ISHARES TR $254.17万0.01%6,452 -23-0.4% -$9,060 减仓
DHI D R HORTON INC $254.59万0.01%15,630 -1,023-6.1% -$16.66万 减仓
AIG AMERICAN INTL GROUP INC $255.45万0.01%34,274 8,50033.0% $63.35万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $255.67万0.01%28,034 1,5075.7% $13.74万 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $257.68万0.01%109,279 -43,607-28.5% -$102.82万 减仓
FE FIRSTENERGY CORP $257.77万0.01%54,221 -7,110-11.6% -$33.80万 减仓
FAST FASTENAL CO $257.99万0.01%53,715 -10,324-16.1% -$49.59万 减仓
BXSL BLACKSTONE SECD LENDING FD $259.35万0.01%109,385 1,9441.8% $4.61万 加仓
AGM FEDERAL AGRIC MTG CORP $259.61万0.01%13,028 1,1759.9% $23.41万 加仓
NUE NUCOR CORP $260.08万0.01%11,676 -190-1.6% -$4.23万 减仓
EME EMCOR GROUP INC $260.74万0.01%3,142 1103.6% $9.13万 加仓
MSFT MICROSOFT CORP 看跌期权 $261.11万0.01%7,000 00.0% — 不变
DFEV DIMENSIONAL ETF TRUST $262.48万0.01%61,518 -137-0.2% -$5,845 减仓
— INVESCO EXCH TRD SLF IDX FD $262.67万0.01%101,789 -8,539-7.7% -$22.03万 减仓
SPG SIMON PPTY GROUP INC NEW $262.83万0.01%11,752 1,97420.2% $44.15万 加仓
MDLZ MONDELEZ INTL INC $263.29万0.01%45,520 2,7076.3% $15.66万 加仓
ECL ECOLAB INC $265.42万0.01%9,527 -818-7.9% -$22.79万 减仓
SU SUNCOR ENERGY INC NEW $268.22万0.01%49,966 1,0002.0% $5.37万 加仓
SYY SYSCO CORP $268.26万0.01%32,097 2,3147.8% $19.34万 加仓
NU NU HLDGS LTD $268.99万0.01%201,341 4,6642.4% $6.23万 加仓
PRU PRUDENTIAL FINL INC $270.39万0.01%25,053 1,1825.0% $12.76万 加仓
MFC MANULIFE FINL CORP $270.76万0.01%66,838 -12,359-15.6% -$50.07万 减仓
— EXXON MOBIL CORP 看跌期权 $272.07万0.01%19,900 5002.6% $6.84万 加仓
SPCX SPACE EXPLORATION TECHN CORP $272.59万0.01%15,954 15,954— $272.59万 新建仓
SGI SOMNIGROUP INTERNATIONAL INC $273.35万0.01%34,866 -1,891-5.1% -$14.83万 减仓
ESGV VANGUARD WORLD FD $273.35万0.01%20,671 -3,991-16.2% -$52.78万 减仓
MCO MOODYS CORP $273.76万0.01%6,044 60111.0% $27.22万 加仓
SCHY SCHWAB STRATEGIC TR $275.03万0.01%86,679 -29,079-25.1% -$92.27万 减仓
EXC EXELON CORP $275.61万0.01%59,118 3,4626.2% $16.14万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $276.68万0.01%34,091 5,79620.5% $47.04万 加仓
CARR CARRIER GLOBAL CORPORATION $277.28万0.01%37,802 6,73321.7% $49.39万 加仓
STLD STEEL DYNAMICS INC $277.42万0.01%12,090 -146-1.2% -$3.35万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $277.69万0.01%110,809 -14,363-11.5% -$35.99万 减仓
FITB FIFTH THIRD BANCORP $278.10万0.01%49,334 2,2614.8% $12.75万 加仓
WF WOORI FINL GROUP INC $278.22万0.01%48,470 8,69121.8% $49.89万 加仓
NWBI NORTHWEST BANCSHARES INC $278.65万0.01%183,809 9,0795.2% $13.76万 加仓
— JANUS HENDERSON GROUP PLC $281.06万0.01%54,102 1,3042.5% $6.77万 加仓
SHG SHINHAN FINANCIAL GROUP CO L $281.84万0.01%44,560 6,55817.3% $41.48万 加仓
XLP SELECT SECTOR SPDR TR $283.36万0.01%34,110 320.1% $2,658 加仓
VST VISTRA CORP $284.56万0.01%17,939 -3,303-15.5% -$52.39万 减仓
TD TORONTO DOMINION BK ONT $285.46万0.01%23,508 3791.6% $4.60万 加仓
KB KB FINL GROUP INC $285.59万0.01%27,209 2,2369.0% $23.47万 加仓
URBN URBAN OUTFITTERS INC $287.33万0.01%40,549 1070.3% $7,582 加仓
JQUA J P MORGAN EXCHANGE TRADED F $290.86万0.01%40,241 -3,003-6.9% -$21.71万 减仓
BNDX VANGUARD CHARLOTTE FDS $292.15万0.01%60,323 9,00217.5% $43.60万 加仓
SLV ISHARES SILVER TR $292.93万0.01%54,784 2,7645.3% $14.78万 加仓
LBTYK LIBERTY GLOBAL LTD $293.69万0.01%266,988 -30,804-10.3% -$33.88万 减仓
COR CENCORA INC $294.15万0.01%10,395 -1,926-15.6% -$54.50万 减仓
ADP AUTOMATIC DATA PROCESSING IN $294.93万0.01%13,170 1,0668.8% $23.87万 加仓
CEG CONSTELLATION ENERGY CORP $295.89万0.01%11,913 -2,136-15.2% -$53.05万 减仓
SCHE SCHWAB STRATEGIC TR $296.02万0.01%81,637 -3,333-3.9% -$12.09万 减仓
VICI VICI PPTYS INC $297.21万0.01%111,945 -77,166-40.8% -$204.88万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $297.80万0.01%77,350 -1,054-1.3% -$4.06万 减仓
MKL MARKEL GROUP INC $297.99万0.01%1,526 261.7% $5.08万 加仓
INTU INTUIT $298.88万0.01%11,451 -10,830-48.6% -$282.67万 减仓
VSGX VANGUARD WORLD FD $299.73万0.01%36,402 -7,295-16.7% -$60.07万 减仓
EW EDWARDS LIFESCIENCES CORP $299.89万0.01%33,152 -2,176-6.2% -$19.68万 减仓
EVRG EVERGY INC $300.78万0.01%34,801 1,1733.5% $10.14万 加仓
ES EVERSOURCE ENERGY $300.93万0.01%41,640 12,68843.8% $91.70万 加仓
— ELECTRONIC ARTS INC $302.57万0.02%14,757 -988-6.3% -$20.26万 减仓
ITW ILLINOIS TOOL WKS INC $303.40万0.02%11,217 650.6% $1.76万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $303.85万0.02%36,875 2,7738.1% $22.85万 加仓
D DOMINION ENERGY INC $304.05万0.02%44,524 4,54911.4% $31.06万 加仓
FTRE FORTREA HLDGS INC $306.00万0.02%175,864 -53-0.0% -$922 减仓
AFL AFLAC INC $307.73万0.02%26,245 -608-2.3% -$7.13万 减仓
EIX EDISON INTL $310.90万0.02%41,760 11,13136.3% $82.87万 加仓