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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $311.08万 | 0.02% | 7,491 | -1,038 | -12.2% | -$43.11万 | 减仓 |
| KEY | KEYCORP | $311.90万 | 0.02% | 135,315 | 26,514 | 24.4% | $61.11万 | 加仓 |
| IBN | ICICI BANK LIMITED | $312.16万 | 0.02% | 107,529 | 5,307 | 5.2% | $15.41万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $314.30万 | 0.02% | 73,487 | -111 | -0.2% | -$4,747 | 减仓 |
| UNM | UNUM GROUP | $316.15万 | 0.02% | 35,364 | -381 | -1.1% | -$3.41万 | 减仓 |
| IWN | ISHARES TR | $316.16万 | 0.02% | 14,293 | -39 | -0.3% | -$8,627 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $316.26万 | 0.02% | 147,784 | 3,864 | 2.7% | $8.27万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $317.27万 | 0.02% | 13,356 | -332 | -2.4% | -$7.89万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $318.78万 | 0.02% | 38,583 | 3,807 | 10.9% | $31.45万 | 加仓 |
| IWP | ISHARES TR | $320.15万 | 0.02% | 21,867 | 787 | 3.7% | $11.52万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $321.11万 | 0.02% | 23,613 | 4,903 | 26.2% | $66.68万 | 加仓 |
| GAP | GAP INC | $321.91万 | 0.02% | 172,326 | 35,747 | 26.2% | $66.78万 | 加仓 |
| SHEL | SHELL PLC | $326.80万 | 0.02% | 42,146 | -6,105 | -12.7% | -$47.34万 | 减仓 |
| CUBE | CUBESMART | $329.22万 | 0.02% | 82,782 | 4,288 | 5.5% | $17.05万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $329.26万 | 0.02% | 30,646 | 159 | 0.5% | $1.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $329.69万 | 0.02% | 21,665 | -63 | -0.3% | -$9,587 | 减仓 |
| VBK | VANGUARD INDEX FDS | $329.71万 | 0.02% | 9,016 | -591 | -6.2% | -$21.61万 | 减仓 |
| YUM | YUM BRANDS INC | $329.85万 | 0.02% | 20,633 | -1,837 | -8.2% | -$29.37万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $330.02万 | 0.02% | 70,501 | 965 | 1.4% | $4.52万 | 加仓 |
| CI | THE CIGNA GROUP | $333.34万 | 0.02% | 12,092 | 1,563 | 14.8% | $43.09万 | 加仓 |
| PHM | PULTE GROUP INC | $334.03万 | 0.02% | 24,344 | 8,719 | 55.8% | $119.64万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $334.05万 | 0.02% | 44,122 | 208 | 0.5% | $1.57万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $335.72万 | 0.02% | 219,284 | 220 | 0.1% | $3,368 | 加仓 |
| OEF | ISHARES TR | $336.52万 | 0.02% | 9,198 | 7,190 | 358.1% | $263.05万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $336.57万 | 0.02% | 21,213 | -7,372 | -25.8% | -$116.96万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $337.31万 | 0.02% | 4,244 | 156 | 3.8% | $12.40万 | 加仓 |
| EOG | EOG RES INC | $339.81万 | 0.02% | 26,193 | 3,373 | 14.8% | $43.76万 | 加仓 |
| ITRI | ITRON INC | $340.48万 | 0.02% | 39,348 | 4,743 | 13.7% | $41.04万 | 加仓 |
| MDT | MEDTRONIC PLC | $342.87万 | 0.02% | 43,829 | -5,656 | -11.4% | -$44.25万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $343.20万 | 0.02% | 54,572 | 1,552 | 2.9% | $9.76万 | 加仓 |
| ADBE | ADOBE INC | $343.47万 | 0.02% | 16,753 | -418 | -2.4% | -$8.57万 | 减仓 |
| LQD | ISHARES TR | $344.04万 | 0.02% | 31,543 | -5,064 | -13.8% | -$55.23万 | 减仓 |
| JBL | JABIL INC | $347.55万 | 0.02% | 9,016 | 327 | 3.8% | $12.61万 | 加仓 |
| GWW | WW GRAINGER INC | $348.17万 | 0.02% | 2,559 | 86 | 3.5% | $11.70万 | 加仓 |
| ROST | ROSS STORES INC | $348.24万 | 0.02% | 16,361 | 1,758 | 12.0% | $37.42万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $348.36万 | 0.02% | 10,295 | -1,016 | -9.0% | -$34.38万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $348.63万 | 0.02% | 77,284 | -1,588 | -2.0% | -$7.16万 | 减仓 |
| CTVA | CORTEVA INC | $349.47万 | 0.02% | 41,265 | 6,404 | 18.4% | $54.24万 | 加仓 |
| STT | STATE STR CORP | $350.04万 | 0.02% | 20,639 | 1,219 | 6.3% | $20.67万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $353.08万 | 0.02% | 78,288 | -6,435 | -7.6% | -$29.02万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $355.79万 | 0.02% | 26,848 | 190 | 0.7% | $2.52万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $358.42万 | 0.02% | 35,742 | -1,910 | -5.1% | -$19.15万 | 减仓 |
| SAN | BANCO SANTANDER SA | $358.58万 | 0.02% | 259,838 | -13,643 | -5.0% | -$18.83万 | 减仓 |
| NEM | NEWMONT CORP | $359.14万 | 0.02% | 38,452 | -2,727 | -6.6% | -$25.47万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $360.08万 | 0.02% | 140,557 | 140,557 | — | $360.08万 | 新建仓 |
| NOW | SERVICENOW INC | $360.29万 | 0.02% | 36,290 | -7,452 | -17.0% | -$73.98万 | 减仓 |
| SPGI | S&P GLOBAL INC | $361.01万 | 0.02% | 8,864 | 778 | 9.6% | $31.69万 | 加仓 |
| IBHF | ISHARES TR | $362.07万 | 0.02% | 159,854 | -178,118 | -52.7% | -$403.44万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $363.03万 | 0.02% | 30,710 | 3,708 | 13.7% | $43.83万 | 加仓 |
| EBAY | EBAY INC. | $365.43万 | 0.02% | 32,701 | 350 | 1.1% | $3.91万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $365.98万 | 0.02% | 7,978 | -737 | -8.5% | -$33.81万 | 减仓 |
| CIEN | CIENA CORP | $366.11万 | 0.02% | 7,463 | -254 | -3.3% | -$12.46万 | 减仓 |
| TFC | TRUIST FINL CORP | $367.74万 | 0.02% | 73,813 | 3,917 | 5.6% | $19.51万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $368.61万 | 0.02% | 89,209 | 21,285 | 31.3% | $87.95万 | 加仓 |
| SKM | SK TELECOM CO LTD | $369.94万 | 0.02% | 115,030 | -2,413 | -2.1% | -$7.76万 | 减仓 |
| DTE | DTE ENERGY CO | $371.09万 | 0.02% | 24,355 | 1,319 | 5.7% | $20.10万 | 加仓 |
| SBUX | STARBUCKS CORP | $374.99万 | 0.02% | 36,695 | -10,893 | -22.9% | -$111.32万 | 减仓 |
| WTV | WISDOMTREE TR | $375.72万 | 0.02% | 36,937 | -16 | -0.0% | -$1,628 | 减仓 |
| PLD | PROLOGIS INC. | $376.03万 | 0.02% | 27,758 | 84 | 0.3% | $1.14万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $376.40万 | 0.02% | 102,088 | -12,974 | -11.3% | -$47.84万 | 减仓 |
| TMUS | T-MOBILE US INC | $376.62万 | 0.02% | 22,454 | 3,916 | 21.1% | $65.68万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $377.07万 | 0.02% | 41,532 | 858 | 2.1% | $7.79万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $377.96万 | 0.02% | 83,362 | -4,263 | -4.9% | -$19.33万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $379.96万 | 0.02% | 11,498 | 479 | 4.3% | $15.83万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $382.98万 | 0.02% | 34,618 | -1,880 | -5.2% | -$20.80万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $383.11万 | 0.02% | 98,919 | 40,379 | 69.0% | $156.39万 | 加仓 |
| F | FORD MTR CO | $383.24万 | 0.02% | 275,710 | -96,614 | -25.9% | -$134.29万 | 减仓 |
| AZN | ASTRAZENECA PLC | $385.39万 | 0.02% | 20,324 | 39 | 0.2% | $7,395 | 加仓 |
| XEL | XCEL ENERGY INC | $385.40万 | 0.02% | 47,995 | 4,983 | 11.6% | $40.01万 | 加仓 |
| IEUR | ISHARES TR | $385.50万 | 0.02% | 51,284 | -18,724 | -26.7% | -$140.75万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $386.21万 | 0.02% | 41,938 | -359 | -0.8% | -$3.31万 | 减仓 |
| NTRS | NORTHERN TR CORP | $387.82万 | 0.02% | 22,309 | 1,121 | 5.3% | $19.49万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $389.28万 | 0.02% | 2,816 | -43 | -1.5% | -$5.94万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $391.26万 | 0.02% | 26,360 | 11 | 0.0% | $1,633 | 加仓 |
| SYK | STRYKER CORPORATION | $392.48万 | 0.02% | 12,466 | -2,037 | -14.0% | -$64.13万 | 减仓 |
| URI | UNITED RENTALS INC | $393.30万 | 0.02% | 3,472 | 317 | 10.0% | $35.91万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $395.59万 | 0.02% | 40,284 | -508 | -1.2% | -$4.99万 | 减仓 |
| URTH | ISHARES INC | $403.62万 | 0.02% | 19,918 | -744 | -3.6% | -$15.08万 | 减仓 |
| MINT | PIMCO ETF TR | $404.35万 | 0.02% | 40,110 | -1,424 | -3.4% | -$14.36万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $405.87万 | 0.02% | 34,109 | -1,363 | -3.8% | -$16.22万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $409.12万 | 0.02% | 58,388 | 8,946 | 18.1% | $62.68万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $415.38万 | 0.02% | 72,026 | 418 | 0.6% | $2.41万 | 加仓 |
| WMB | WILLIAMS COS INC | $420.49万 | 0.02% | 56,563 | -2,625 | -4.4% | -$19.51万 | 减仓 |
| SLB | SLB LIMITED | $423.99万 | 0.02% | 91,201 | 7,569 | 9.1% | $35.19万 | 加仓 |
| SMH | VANECK ETF TRUST | $424.69万 | 0.02% | 6,475 | 139 | 2.2% | $9.12万 | 加仓 |
| RY | ROYAL BK CDA | $431.87万 | 0.02% | 20,866 | 1,391 | 7.1% | $28.79万 | 加仓 |
| FDX | FEDEX CORP | $434.15万 | 0.02% | 13,865 | -1,603 | -10.4% | -$50.19万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $437.96万 | 0.02% | 96,213 | -30,963 | -24.3% | -$140.94万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $440.15万 | 0.02% | 87,106 | 6,286 | 7.8% | $31.76万 | 加仓 |
| TER | TERADYNE INC | $440.98万 | 0.02% | 9,114 | 113 | 1.3% | $5.47万 | 加仓 |
| DT | DYNATRACE INC | $441.57万 | 0.02% | 100,563 | 20,222 | 25.2% | $88.79万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $443.13万 | 0.02% | 88,219 | -4,823 | -5.2% | -$24.23万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $443.34万 | 0.02% | 61,439 | -5,884 | -8.7% | -$42.46万 | 减仓 |
| VHT | VANGUARD WORLD FD | $445.55万 | 0.02% | 14,901 | -1,794 | -10.7% | -$53.64万 | 减仓 |
| VO | VANGUARD INDEX FDS | $445.83万 | 0.02% | 55,334 | -694 | -1.2% | -$5.59万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $446.42万 | 0.02% | 11,226 | -133 | -1.2% | -$5.29万 | 减仓 |
| DHR | DANAHER CORP DEL | $446.89万 | 0.02% | 23,461 | 902 | 4.0% | $17.18万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $447.44万 | 0.02% | 46,100 | 10,562 | 29.7% | $102.51万 | 加仓 |
| WELL | WELLTOWER INC | $451.69万 | 0.02% | 19,901 | 424 | 2.2% | $9.62万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $456.16万 | 0.02% | 14,500 | -1,024 | -6.6% | -$32.21万 | 减仓 |