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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$3,346 | 清仓 |
| — | GOSSAMER BIO INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$986 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$285 | 清仓 |
| TECK | TECK RESOURCES LTD 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$13 | 清仓 |
| IBRX | IMMUNITYBIO INC 看涨期权 | $2,627 | 0.00% | 300 | 300 | — | $2,627 | 新建仓 |
| — | GOSSAMER BIO INC | $3,614 | 0.00% | 21,951 | -68,619 | -75.8% | -$1.13万 | 减仓 |
| USAR | USA RARE EARTH INC 看涨期权 | $4,316 | 0.00% | 200 | 200 | — | $4,316 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $7,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $7,927 | 0.00% | 10,725 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看涨期权 | $8,693 | 0.00% | 100 | 100 | — | $8,693 | 新建仓 |
| GDXJ | VANECK ETF TRUST 看涨期权 | $9,825 | 0.00% | 100 | 100 | — | $9,825 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $9,928 | 0.00% | 100 | 100 | — | $9,928 | 新建仓 |
| CF | CF INDUSTRIES HOLD 看涨期权 | $1.08万 | 0.00% | 100 | 100 | — | $1.08万 | 新建仓 |
| — | VIVOS THERAPEUTICS INC | $1.09万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC | $1.31万 | 0.00% | 50,000 | 50,000 | — | $1.31万 | 新建仓 |
| — | MILESTONE SCIENTIFIC INC | $1.39万 | 0.00% | 43,422 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST 看涨期权 | $1.51万 | 0.00% | 200 | 200 | — | $1.51万 | 新建仓 |
| KGC | KINROSS GOLD CORP 看涨期权 | $1.65万 | 0.00% | 700 | 700 | — | $1.65万 | 新建仓 |
| — | NANO DIMENSION LTD | $1.76万 | 0.00% | 12,156 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $1.95万 | 0.00% | 14,320 | 14,320 | — | $1.95万 | 新建仓 |
| REI | RING ENERGY INC | $2.26万 | 0.00% | 20,941 | 5,000 | 31.4% | $5,400 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $2.33万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RBBN | RIBBON COMMUNICATIONS INC | $2.44万 | 0.00% | 10,441 | 10,441 | — | $2.44万 | 新建仓 |
| — | EVE HLDG INC | $2.53万 | 0.00% | 10,063 | 10,063 | — | $2.53万 | 新建仓 |
| — | SEER INC | $2.76万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC | $2.77万 | 0.00% | 15,385 | 721 | 4.9% | $1,298 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2.90万 | 0.00% | 10,262 | 10,262 | — | $2.90万 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $3.04万 | 0.00% | 10,530 | 10,530 | — | $3.04万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $3.28万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| ORGO | ORGANOGENESIS HLDGS INC | $3.29万 | 0.00% | 13,534 | 13,534 | — | $3.29万 | 新建仓 |
| — | OLAPLEX HLDGS INC | $3.51万 | 0.00% | 17,104 | -392 | -2.2% | -$804 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.73万 | 0.00% | 100 | -200 | -66.7% | -$7.46万 | 减仓 |
| — | FLUENT INC | $3.80万 | 0.00% | 10,190 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $4.10万 | 0.00% | 13,402 | -3,000 | -18.3% | -$9,180 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $4.11万 | 0.00% | 11,203 | -3,959 | -26.1% | -$1.45万 | 减仓 |
| PRME | PRIME MEDICINE INC | $4.31万 | 0.00% | 11,686 | 13 | 0.1% | $48 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.32万 | 0.00% | 22,516 | 265 | 1.2% | $509 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $4.43万 | 0.00% | 10,815 | 10,815 | — | $4.43万 | 新建仓 |
| — | VISTA GOLD CORP | $4.73万 | 0.00% | 24,789 | 24,789 | — | $4.73万 | 新建仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $4.91万 | 0.00% | 2,000 | 2,000 | — | $4.91万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $5.01万 | 0.00% | 10,018 | 10,018 | — | $5.01万 | 新建仓 |
| — | TILLYS INC | $5.06万 | 0.00% | 12,039 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $5.26万 | 0.00% | 22,386 | 22,386 | — | $5.26万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $5.27万 | 0.00% | 31,355 | 31,355 | — | $5.27万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $5.32万 | 0.00% | 10,094 | 10,094 | — | $5.32万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $5.43万 | 0.00% | 15,552 | 15,552 | — | $5.43万 | 新建仓 |
| DNUT | KRISPY KREME INC | $5.63万 | 0.00% | 15,950 | 15,950 | — | $5.63万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $5.63万 | 0.00% | 100 | 100 | — | $5.63万 | 新建仓 |
| AAPL | APPLE INC 看涨期权 | $5.79万 | 0.00% | 200 | -200 | -50.0% | -$5.79万 | 减仓 |
| NCMI | NATIONAL CINEMEDIA INC | $5.99万 | 0.00% | 15,769 | 15,769 | — | $5.99万 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $6.04万 | 0.00% | 17,653 | -2,696 | -13.2% | -$9,220 | 减仓 |
| — | CELLECTAR BIOSCIENCES INC | $6.07万 | 0.00% | 21,850 | 3,000 | 15.9% | $8,340 | 加仓 |
| IAUX | I-80 GOLD CORP | $6.09万 | 0.00% | 42,297 | -155 | -0.4% | -$223 | 减仓 |
| ENVX | ENOVIX CORPORATION | $6.14万 | 0.00% | 10,123 | 10,123 | — | $6.14万 | 新建仓 |
| AIOT | POWERFLEET INC | $6.18万 | 0.00% | 16,139 | 16,139 | — | $6.18万 | 新建仓 |
| BLND | BLEND LABS INC | $6.22万 | 0.00% | 36,373 | 36,373 | — | $6.22万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.32万 | 0.00% | 10,895 | 10,895 | — | $6.32万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $6.40万 | 0.00% | 19,175 | 19,175 | — | $6.40万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $6.50万 | 0.00% | 15,288 | 15,288 | — | $6.50万 | 新建仓 |
| — | SERVICE PPTYS TR | $6.60万 | 0.00% | 39,050 | 39,050 | — | $6.60万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $6.70万 | 0.00% | 10,041 | 10,041 | — | $6.70万 | 新建仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $6.74万 | 0.00% | 15,856 | 15,856 | — | $6.74万 | 新建仓 |
| SABR | SABRE CORP | $6.91万 | 0.00% | 33,069 | 33,069 | — | $6.91万 | 新建仓 |
| SVRA | SAVARA INC | $6.95万 | 0.00% | 11,278 | 11,278 | — | $6.95万 | 新建仓 |
| EOLS | EVOLUS INC | $7.09万 | 0.00% | 10,218 | 10,218 | — | $7.09万 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC | $7.29万 | 0.00% | 10,433 | 10,433 | — | $7.29万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $7.34万 | 0.00% | 24,456 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC 看涨期权 | $7.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $7.51万 | 0.00% | 14,448 | 14,448 | — | $7.51万 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $7.52万 | 0.00% | 13,235 | 13,235 | — | $7.52万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $7.76万 | 0.00% | 14,313 | 14,313 | — | $7.76万 | 新建仓 |
| — | STABILIS SOLUTIONS INC | $7.88万 | 0.00% | 19,464 | 2,000 | 11.5% | $8,100 | 加仓 |
| — | STEALTHGAS INC | $7.90万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LILA | LIBERTY LATIN AMERICA LTD | $7.93万 | 0.00% | 10,109 | 10,109 | — | $7.93万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $7.96万 | 0.00% | 13,475 | 13,475 | — | $7.96万 | 新建仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $8.42万 | 0.00% | 15,093 | 0 | 0.0% | — | 不变 |
| OEC | ORION S.A. | $8.44万 | 0.00% | 12,725 | 346 | 2.8% | $2,294 | 加仓 |
| WEST | WESTROCK COFFEE CO | $8.77万 | 0.00% | 10,812 | 10,812 | — | $8.77万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $8.79万 | 0.00% | 10,057 | 10,057 | — | $8.79万 | 新建仓 |
| ASAN | ASANA INC | $8.79万 | 0.00% | 12,562 | 12,562 | — | $8.79万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $8.86万 | 0.00% | 10,580 | 10,580 | — | $8.86万 | 新建仓 |
| ACCO | ACCO BRANDS CORP | $8.87万 | 0.00% | 21,311 | 8,877 | 71.4% | $3.69万 | 加仓 |
| JOBY | JOBY AVIATION INC | $8.94万 | 0.00% | 10,023 | -651 | -6.1% | -$5,807 | 减仓 |
| SG | SWEETGREEN INC | $8.99万 | 0.00% | 10,202 | 10,202 | — | $8.99万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $9.10万 | 0.00% | 21,359 | 21,359 | — | $9.10万 | 新建仓 |
| MBI | MBIA INC | $9.22万 | 0.00% | 14,140 | 14,140 | — | $9.22万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $9.34万 | 0.00% | 152,500 | 104,500 | 217.7% | $6.40万 | 加仓 |
| NEOG | NEOGEN CORP | $9.39万 | 0.00% | 10,449 | 10,449 | — | $9.39万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $9.46万 | 0.00% | 41,300 | 41,300 | — | $9.46万 | 新建仓 |
| ALT | ALTIMMUNE INC | $9.81万 | 0.00% | 32,285 | 19,857 | 159.8% | $6.04万 | 重新持有 |
| CMPX | COMPASS THERAPEUTICS INC | $9.85万 | 0.00% | 44,980 | 29,445 | 189.5% | $6.45万 | 加仓 |
| — | LUCID DIAGNOSTICS INC | $9.86万 | 0.00% | 92,150 | 92,150 | — | $9.86万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $10.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $10.47万 | 0.00% | 20,700 | -30,650 | -59.7% | -$15.51万 | 减仓 |
| MTA | METALLA RTY & STREAMING LTD | $10.51万 | 0.00% | 13,805 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $10.59万 | 0.00% | 11,648 | 11,648 | — | $10.59万 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $10.60万 | 0.00% | 300 | 300 | — | $10.60万 | 新建仓 |
| GOOGL | ALPHABET INC 看跌期权 | $10.72万 | 0.00% | 300 | -12,400 | -97.6% | -$443.14万 | 重新持有 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $10.81万 | 0.00% | 22,329 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $10.85万 | 0.00% | 19,587 | 0 | 0.0% | — | 不变 |