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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $3,223.53万 | 0.18% | 343,001 | -16,001 | -4.5% | -$150.38万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,248.85万 | 0.18% | 163,843 | 22,359 | 15.8% | $443.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,325.24万 | 0.19% | 160,718 | 3,966 | 2.5% | $82.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,465.31万 | 0.19% | 236,896 | 2,835 | 1.2% | $41.47万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,507.61万 | 0.20% | 374,185 | -12,021 | -3.1% | -$112.68万 | 减仓 |
| MRK | MERCK & CO INC | $3,573.16万 | 0.20% | 297,046 | -9,097 | -3.0% | -$109.43万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $3,576.47万 | 0.20% | 163,518 | -2,873 | -1.7% | -$62.84万 | 减仓 |
| TJX | TJX COS INC NEW | $3,617.74万 | 0.20% | 226,534 | -1,599 | -0.7% | -$25.54万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,624.81万 | 0.20% | 1,413,731 | -6,446 | -0.5% | -$16.53万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3,727.54万 | 0.21% | 363,060 | -4,363 | -1.2% | -$44.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,813.88万 | 0.21% | 63,825 | 10,498 | 19.7% | $627.31万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,896.46万 | 0.22% | 509,074 | -49,164 | -8.8% | -$376.30万 | 减仓 |
| IJH | ISHARES TR | $4,083.35万 | 0.23% | 604,672 | 24,389 | 4.2% | $164.70万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $4,099.21万 | 0.23% | 144,460 | -255 | -0.2% | -$7.24万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,127.32万 | 0.23% | 548,918 | -12,828 | -2.3% | -$96.45万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $4,217.96万 | 0.24% | 880,025 | 30,153 | 3.5% | $144.52万 | 加仓 |
| TSLA | TESLA INC | $4,234.07万 | 0.24% | 113,896 | 4,193 | 3.8% | $155.87万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $4,255.79万 | 0.24% | 929,212 | 124,692 | 15.5% | $571.09万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $4,347.71万 | 0.24% | 987,667 | 620,655 | 169.1% | $2,732.12万 | 加仓 |
| XYL | XYLEM INC | $4,365.02万 | 0.24% | 365,274 | 21,060 | 6.1% | $251.67万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4,452.38万 | 0.25% | 138,898 | -6,046 | -4.2% | -$193.80万 | 减仓 |
| MCD | MCDONALDS CORP | $4,465.39万 | 0.25% | 143,679 | 1,848 | 1.3% | $57.43万 | 加仓 |
| MS | MORGAN STANLEY | $4,467.10万 | 0.25% | 271,441 | 66 | 0.0% | $1.09万 | 加仓 |
| BLK | BLACKROCK INC | $4,558.80万 | 0.25% | 47,403 | 3,653 | 8.3% | $351.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,753.16万 | 0.27% | 194,451 | 6,653 | 3.5% | $162.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $4,810.09万 | 0.27% | 986,686 | -2,196 | -0.2% | -$10.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,853.48万 | 0.27% | 336,021 | 5,613 | 1.7% | $81.07万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,886.93万 | 0.27% | 54,588 | -1,706 | -3.0% | -$152.73万 | 减仓 |
| BN | BROOKFIELD CORP | $4,907.00万 | 0.27% | 1,212,503 | 16,850 | 1.4% | $68.19万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4,976.70万 | 0.28% | 216,576 | 12,507 | 6.1% | $287.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,015.67万 | 0.28% | 206,926 | 304 | 0.1% | $7.37万 | 加仓 |
| SGOV | ISHARES TR | $5,229.10万 | 0.29% | 519,482 | -445,500 | -46.2% | -$4,484.40万 | 减仓 |
| AMGN | AMGEN INC | $5,823.50万 | 0.33% | 165,511 | -744 | -0.4% | -$26.18万 | 减仓 |
| ETN | EATON CORP PLC | $5,877.10万 | 0.33% | 164,316 | 2,558 | 1.6% | $91.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,118.92万 | 0.34% | 106,014 | -3,145 | -2.9% | -$181.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,128.81万 | 0.34% | 956,431 | 29,974 | 3.2% | $192.07万 | 加仓 |
| IVV | ISHARES TR | $6,285.59万 | 0.35% | 96,226 | 3,252 | 3.5% | $212.42万 | 加仓 |
| ICOW | PACER FDS TR | $6,404.61万 | 0.36% | 1,509,097 | -27,830 | -1.8% | -$118.11万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,462.76万 | 0.36% | 647,182 | 10,637 | 1.7% | $106.22万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,571.77万 | 0.37% | 1,245,125 | -41,238 | -3.2% | -$217.65万 | 减仓 |
| CRM | SALESFORCE INC | $6,690.25万 | 0.37% | 358,400 | 28,669 | 8.7% | $535.16万 | 加仓 |
| PWR | QUANTA SVCS INC | $7,073.77万 | 0.40% | 128,844 | -1,592 | -1.2% | -$87.40万 | 减仓 |
| IUSV | ISHARES TR | $7,113.02万 | 0.40% | 695,650 | 360 | 0.1% | $3.68万 | 加仓 |
| HD | HOME DEPOT INC | $7,204.47万 | 0.40% | 219,054 | 14,601 | 7.1% | $480.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,773.88万 | 0.43% | 361,475 | 12,995 | 3.7% | $279.47万 | 加仓 |
| MGV | VANGUARD WORLD FD | $7,925.03万 | 0.44% | 546,743 | -19,047 | -3.4% | -$276.09万 | 减仓 |
| V | VISA INC | $8,033.15万 | 0.45% | 265,787 | -4,395 | -1.6% | -$132.83万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $8,283.41万 | 0.46% | 815,698 | 45,520 | 5.9% | $462.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,576.21万 | 0.48% | 1,373,292 | 33,366 | 2.5% | $208.37万 | 加仓 |
| IJR | ISHARES TR | $8,769.51万 | 0.49% | 705,455 | 16,129 | 2.3% | $200.50万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $9,199.32万 | 0.51% | 1,297,323 | -79,453 | -5.8% | -$563.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $9,211.54万 | 0.52% | 1,846,369 | 140,834 | 8.3% | $702.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,692.80万 | 0.54% | 97,275 | 8,531 | 9.6% | $850.06万 | 加仓 |
| WMT | WALMART INC | $1.01亿 | 0.57% | 813,060 | -3,360 | -0.4% | -$41.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.03亿 | 0.58% | 158,417 | 207 | 0.1% | $13.46万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.06亿 | 0.59% | 2,715,179 | 60,679 | 2.3% | $236.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.10亿 | 0.62% | 374,677 | -19,306 | -4.9% | -$567.90万 | 减仓 |
| COWZ | PACER FDS TR | $1.14亿 | 0.64% | 1,824,648 | 23,487 | 1.3% | $146.93万 | 加仓 |
| — | EXXON MOBIL CORP | $1.19亿 | 0.67% | 700,935 | 24,541 | 3.6% | $416.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.20亿 | 0.67% | 1,087,142 | 72,849 | 7.2% | $804.76万 | 加仓 |
| RTX | RTX CORPORATION | $1.20亿 | 0.67% | 624,341 | 9,227 | 1.5% | $177.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.21亿 | 0.68% | 252,527 | -28,248 | -10.1% | -$1,353.65万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.24亿 | 0.70% | 147,053 | 380 | 0.3% | $32.15万 | 加仓 |
| CAT | CATERPILLAR INC | $1.27亿 | 0.71% | 178,760 | 1,519 | 0.9% | $107.61万 | 加仓 |
| LLY | ELI LILLY & CO | $1.32亿 | 0.74% | 143,305 | -4,385 | -3.0% | -$403.32万 | 减仓 |
| GOOGL | ALPHABET INC | $1.36亿 | 0.76% | 473,577 | 6,310 | 1.4% | $181.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.51亿 | 0.84% | 345,470 | 36,209 | 11.7% | $1,581.57万 | 加仓 |
| META | META PLATFORMS INC | $1.51亿 | 0.84% | 263,851 | 11,517 | 4.6% | $658.92万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1.52亿 | 0.85% | 2,004,687 | 266,634 | 15.3% | $2,018.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.53亿 | 0.86% | 781,277 | 40,143 | 5.4% | $787.61万 | 加仓 |
| ACWI | ISHARES TR | $1.66亿 | 0.93% | 1,197,896 | -48,518 | -3.9% | -$671.34万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.70亿 | 0.95% | 5,283,468 | 402,982 | 8.3% | $1,298.41万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1.85亿 | 1.03% | 5,345,392 | 378,216 | 7.6% | $1,306.74万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $1.89亿 | 1.06% | 4,234,788 | 93,079 | 2.2% | $415.41万 | 加仓 |
| AVGO | BROADCOM INC | $1.98亿 | 1.11% | 640,160 | 6,613 | 1.0% | $204.68万 | 加仓 |
| GLD | SPDR GOLD TR | $2.02亿 | 1.13% | 469,208 | -4,034 | -0.9% | -$173.58万 | 减仓 |
| MUB | ISHARES TR | $2.10亿 | 1.17% | 1,977,019 | 210,628 | 11.9% | $2,235.82万 | 加仓 |
| GOOG | ALPHABET INC | $2.16亿 | 1.21% | 753,267 | 115,500 | 18.1% | $3,313.24万 | 加仓 |
| AMZN | AMAZON COM INC | $2.33亿 | 1.30% | 1,118,723 | 288 | 0.0% | $6.00万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2.65亿 | 1.48% | 3,378,481 | 450,453 | 15.4% | $3,532.00万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2.83亿 | 1.58% | 5,443,735 | 757,597 | 16.2% | $3,934.20万 | 加仓 |
| PYLD | PIMCO ETF TR | $2.88亿 | 1.61% | 10,994,877 | 1,535,071 | 16.2% | $4,021.89万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.91亿 | 1.63% | 3,675,562 | 225,748 | 6.5% | $1,789.50万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2.94亿 | 1.64% | 6,383,524 | 791,361 | 14.2% | $3,645.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.08亿 | 1.72% | 832,793 | -19,596 | -2.3% | -$725.38万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3.33亿 | 1.86% | 7,379,642 | 254,218 | 3.6% | $1,147.03万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $3.43亿 | 1.92% | 5,923,843 | 171,383 | 3.0% | $991.96万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.82亿 | 2.14% | 3,481,927 | -63,250 | -1.8% | -$693.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.67亿 | 2.61% | 2,679,934 | 52,902 | 2.0% | $922.61万 | 加仓 |
| AAPL | APPLE INC | $4.92亿 | 2.75% | 1,940,490 | -53,730 | -2.7% | -$1,363.61万 | 减仓 |
| IXUS | ISHARES TR | $5.24亿 | 2.93% | 6,049,116 | 233,491 | 4.0% | $2,022.97万 | 加仓 |
| SFGV | EA SERIES TRUST | $10.45亿 | 5.84% | 31,830,127 | 42,164 | 0.1% | $138.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $12.15亿 | 6.80% | 3,787,743 | 72,261 | 1.9% | $2,318.21万 | 加仓 |