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 |
|---|---|---|---|---|---|---|---|---|
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -2,069 | -100.0% | -$23.54万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -2,263 | -100.0% | -$23.51万 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -10,468 | -100.0% | -$23.51万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UE | URBAN EDGE PPTYS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -17,173 | -100.0% | -$22.99万 | 清仓 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -5,398 | -100.0% | -$22.48万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -1,296 | -100.0% | -$22.41万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -1,688 | -100.0% | -$22.25万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -3,432 | -100.0% | -$21.96万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -1,863 | -100.0% | -$21.76万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO TR INVT GRADE MUNS | $0 | 0.00% | 0 | -20,953 | -100.0% | -$21.73万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMIH | NMI HLDGS INC | $0 | 0.00% | 0 | -5,246 | -100.0% | -$21.40万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -1,730 | -100.0% | -$21.31万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -7,852 | -100.0% | -$21.25万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$21.17万 | 清仓 |
| LAUR | LAUREATE EDUCATION INC | $0 | 0.00% | 0 | -6,282 | -100.0% | -$21.15万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$20.90万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -2,222 | -100.0% | -$20.88万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -849 | -100.0% | -$20.61万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -5,826 | -100.0% | -$20.57万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | -6,883 | -100.0% | -$20.56万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -7,363 | -100.0% | -$20.45万 | 清仓 |
| FULT | FULTON FINL CORP PA | $0 | 0.00% | 0 | -10,557 | -100.0% | -$20.41万 | 清仓 |
| NNI | NELNET INC | $0 | 0.00% | 0 | -1,534 | -100.0% | -$20.40万 | 清仓 |
| ATHM | AUTOHOME INC | $0 | 0.00% | 0 | -9,159 | -100.0% | -$20.39万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | -1,202 | -100.0% | -$20.39万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -7,669 | -100.0% | -$20.22万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -4,874 | -100.0% | -$20.19万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -3,881 | -100.0% | -$20.17万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFC | V F CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COST | COSTCO WHSL CORP NEW 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$17.25万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -14,854 | -100.0% | -$13.64万 | 清仓 |
| TDG | TRANSDIGM GROUP INC 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$13.30万 | 清仓 |
| GOOG | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$12.55万 | 清仓 |
| GE | GE AEROSPACE 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$12.32万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -13,027 | -100.0% | -$12.13万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -10,746 | -100.0% | -$11.36万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $0 | 0.00% | 0 | -17,763 | -100.0% | -$10.44万 | 清仓 |
| BGC | BGC GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -17,549 | -100.0% | -$7.11万 | 清仓 |
| — | DOLLY VARDEN SILVER CORP | $0 | 0.00% | 0 | -14,937 | -100.0% | -$6.59万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.92万 | 清仓 |
| ALT | ALTIMMUNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -22,472 | -100.0% | -$4.38万 | 清仓 |
| AMGN | AMGEN INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.27万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -12,577 | -100.0% | -$2.74万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$2.55万 | 清仓 |
| M | MACYS INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.21万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$2.09万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -27,814 | -100.0% | -$1.92万 | 清仓 |
| TMF | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -481 | -100.0% | -$1.80万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.29万 | 清仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.29万 | 清仓 |
| RIO | RIO TINTO PLC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$2,025 | 清仓 |
| HL | HECLA MNG CO 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$1,867 | 清仓 |
| UEC | URANIUM ENERGY CORP 看涨期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$1,475 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1,238 | 清仓 |
| NG | NOVAGOLD RES INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$964 | 清仓 |
| MP | MP MATERIALS CORP 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$44 | 清仓 |
| TECK | TECK RESOURCES LTD 看涨期权 | $13 | 0.00% | 100 | 100 | — | $13 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $285 | 0.00% | 100 | 100 | — | $285 | 新建仓 |
| — | GOSSAMER BIO INC 看涨期权 | $986 | 0.00% | 3,000 | 3,000 | — | $986 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $1,393 | 0.00% | 100 | -600 | -85.7% | -$8,358 | 减仓 |
| VST | VISTRA CORP 看涨期权 | $3,346 | 0.00% | 400 | 400 | — | $3,346 | 新建仓 |
| AFRM | AFFIRM HLDGS INC 看涨期权 | $4,582 | 0.00% | 100 | 100 | — | $4,582 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $7,426 | 0.00% | 10,725 | 0 | 0.0% | — | 不变 |
| — | MILESTONE SCIENTIFIC INC | $1.25万 | 0.00% | 43,422 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $1.85万 | 0.00% | 16,264 | 16,264 | — | $1.85万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $1.92万 | 0.00% | 14,664 | 14,664 | — | $1.92万 | 新建仓 |
| — | NANO DIMENSION LTD | $2.07万 | 0.00% | 12,156 | 12,156 | — | $2.07万 | 新建仓 |
| — | PRAIRIE OPER CO | $2.26万 | 0.00% | 11,150 | -9,359 | -45.6% | -$1.90万 | 减仓 |
| ADBE | ADOBE INC 看涨期权 | $2.43万 | 0.00% | 100 | 100 | — | $2.43万 | 新建仓 |
| REI | RING ENERGY INC | $2.44万 | 0.00% | 15,941 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW | $2.55万 | 0.00% | 15,350 | 15,350 | — | $2.55万 | 新建仓 |
| — | SEER INC | $2.79万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| — | VIVOS THERAPEUTICS INC | $2.83万 | 0.00% | 24,000 | 24,000 | — | $2.83万 | 新建仓 |
| GE | GE AEROSPACE 看跌期权 | $2.84万 | 0.00% | 100 | 100 | — | $2.84万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $2.93万 | 0.00% | 200 | 200 | — | $2.93万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $2.95万 | 0.00% | 10,871 | -7,831 | -41.9% | -$2.12万 | 减仓 |
| — | GOSSAMER BIO INC | $2.98万 | 0.00% | 90,570 | 2,103 | 2.4% | $691 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.12万 | 0.00% | 22,251 | 9,955 | 81.0% | $1.39万 | 加仓 |
| — | FLUENT INC | $3.22万 | 0.00% | 10,190 | 0 | 0.0% | — | 不变 |
| — | OLAPLEX HLDGS INC | $3.55万 | 0.00% | 17,496 | 17,496 | — | $3.55万 | 新建仓 |
| ACCO | ACCO BRANDS CORP | $3.73万 | 0.00% | 12,434 | 12,434 | — | $3.73万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $3.81万 | 0.00% | 48,000 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $4.06万 | 0.00% | 11,673 | 11,673 | — | $4.06万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $4.23万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |