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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $758.94万 | 0.04% | 101,327 | -264 | -0.3% | -$1.98万 | 减仓 |
| TW | TRADEWEB MKTS INC | $768.88万 | 0.04% | 77,150 | 9,472 | 14.0% | $94.40万 | 加仓 |
| CMPR | CIMPRESS PLC | $778.29万 | 0.04% | 76,528 | -51 | -0.1% | -$5,187 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $790.60万 | 0.04% | 50,029 | -1,514 | -2.9% | -$23.93万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $794.03万 | 0.04% | 108,164 | -4,542 | -4.0% | -$33.34万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $795.32万 | 0.04% | 617,968 | 617,968 | — | $795.32万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $797.73万 | 0.04% | 66,744 | -21,072 | -24.0% | -$251.85万 | 减仓 |
| PFE | PFIZER INC | $799.89万 | 0.04% | 332,178 | -21,947 | -6.2% | -$52.85万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $803.80万 | 0.04% | 10,533 | -476 | -4.3% | -$36.32万 | 减仓 |
| WCC | WESCO INTL INC | $806.10万 | 0.04% | 23,336 | 5,224 | 28.8% | $180.45万 | 加仓 |
| VB | VANGUARD INDEX FDS | $806.10万 | 0.04% | 26,593 | -944 | -3.4% | -$28.61万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $814.08万 | 0.04% | 91,265 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $816.77万 | 0.04% | 48,079 | -468 | -1.0% | -$7.95万 | 减仓 |
| ACWV | ISHARES INC | $819.72万 | 0.04% | 68,179 | -10,587 | -13.4% | -$127.29万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $827.97万 | 0.04% | 21,878 | 2,702 | 14.1% | $102.26万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $830.99万 | 0.04% | 16,729 | 1,831 | 12.3% | $90.95万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $849.87万 | 0.04% | 28,530 | 1,417 | 5.2% | $42.21万 | 加仓 |
| ADI | ANALOG DEVICES INC | $851.91万 | 0.04% | 21,450 | 1,041 | 5.1% | $41.34万 | 加仓 |
| EFA | ISHARES TR | $853.68万 | 0.04% | 82,180 | -1,255 | -1.5% | -$13.04万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $855.52万 | 0.04% | 45,424 | 23,990 | 111.9% | $451.83万 | 加仓 |
| APH | AMPHENOL CORP | $857.88万 | 0.04% | 48,655 | 2,413 | 5.2% | $42.55万 | 加仓 |
| ITT | ITT INC | $878.16万 | 0.04% | 44,405 | 6,500 | 17.1% | $128.54万 | 加仓 |
| DVY | ISHARES TR | $887.03万 | 0.04% | 56,752 | 936 | 1.7% | $14.63万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $894.14万 | 0.04% | 75,576 | 1,961 | 2.7% | $23.20万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $906.16万 | 0.05% | 6,803 | 206 | 3.1% | $27.44万 | 加仓 |
| CB | CHUBB LIMITED | $906.26万 | 0.05% | 26,597 | -682 | -2.5% | -$23.24万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $910.57万 | 0.05% | 32,401 | -4,555 | -12.3% | -$128.01万 | 减仓 |
| MAS | MASCO CORP | $911.02万 | 0.05% | 111,961 | 13,796 | 14.1% | $112.26万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $911.60万 | 0.05% | 33,697 | 9,976 | 42.1% | $269.88万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $914.31万 | 0.05% | 182,934 | 10,264 | 5.9% | $51.30万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $918.06万 | 0.05% | 63,485 | -1,629 | -2.5% | -$23.56万 | 减仓 |
| FFIV | F5 INC | $921.12万 | 0.05% | 22,144 | 2,814 | 14.6% | $117.05万 | 加仓 |
| DGRW | WISDOMTREE TR | $935.14万 | 0.05% | 97,798 | -10,839 | -10.0% | -$103.64万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $963.03万 | 0.05% | 22,005 | -80 | -0.4% | -$3.50万 | 减仓 |
| IEMG | ISHARES INC | $976.37万 | 0.05% | 117,862 | 4,356 | 3.8% | $36.09万 | 加仓 |
| USB | US BANCORP | $983.72万 | 0.05% | 162,867 | -1,518 | -0.9% | -$9.17万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $984.87万 | 0.05% | 117,596 | -5,053 | -4.1% | -$42.32万 | 减仓 |
| MO | ALTRIA GROUP INC | $991.81万 | 0.05% | 137,847 | 7,550 | 5.8% | $54.32万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $992.45万 | 0.05% | 13,097 | 1,583 | 13.7% | $119.95万 | 加仓 |
| WPC | WP CAREY INC | $994.77万 | 0.05% | 139,129 | -14,331 | -9.3% | -$102.47万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $999.11万 | 0.05% | 103,610 | -9,010 | -8.0% | -$86.88万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,000.41万 | 0.05% | 276,893 | -20,852 | -7.0% | -$75.34万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,007.77万 | 0.05% | 39,598 | 4,927 | 14.2% | $125.39万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,019.39万 | 0.05% | 1,327,331 | -12,276 | -0.9% | -$9.43万 | 减仓 |
| MTZ | MASTEC INC | $1,021.03万 | 0.05% | 24,540 | 4,482 | 22.3% | $186.48万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,036.43万 | 0.05% | 179,874 | 11,558 | 6.9% | $66.60万 | 加仓 |
| T | AT&T INC | $1,039.33万 | 0.05% | 502,093 | -9,497 | -1.9% | -$19.66万 | 减仓 |
| LOW | LOWES COS INC | $1,047.41万 | 0.05% | 47,504 | 922 | 2.0% | $20.33万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,051.93万 | 0.05% | 512,884 | -393,206 | -43.4% | -$806.47万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,056.46万 | 0.05% | 330,455 | 13,130 | 4.1% | $41.98万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,058.22万 | 0.05% | 382,030 | -3,649 | -0.9% | -$10.11万 | 减仓 |
| DIS | DISNEY WALT CO | $1,064.46万 | 0.05% | 110,593 | -7,360 | -6.2% | -$70.84万 | 减仓 |
| IMTM | ISHARES TR | $1,066.39万 | 0.05% | 199,961 | -1,132 | -0.6% | -$6.04万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,069.21万 | 0.05% | 525,021 | -405,637 | -43.6% | -$826.08万 | 减仓 |
| SO | SOUTHERN CO | $1,074.46万 | 0.05% | 112,262 | 4,287 | 4.0% | $41.03万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,074.87万 | 0.05% | 11,139 | -550 | -4.7% | -$53.07万 | 减仓 |
| CCJ | CAMECO CORP | $1,088.12万 | 0.05% | 106,825 | 13,399 | 14.3% | $136.48万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,089.15万 | 0.05% | 203,162 | -27,515 | -11.9% | -$147.51万 | 减仓 |
| IQLT | ISHARES TR | $1,091.37万 | 0.05% | 220,256 | -7,986 | -3.5% | -$39.57万 | 减仓 |
| WWD | WOODWARD INC | $1,092.53万 | 0.05% | 25,680 | 5,148 | 25.1% | $219.02万 | 加仓 |
| LIN | LINDE PLC | $1,093.59万 | 0.05% | 21,074 | 3,496 | 19.9% | $181.42万 | 加仓 |
| SNDK | SANDISK CORP | $1,097.99万 | 0.05% | 4,829 | -646 | -11.8% | -$146.88万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1,102.50万 | 0.05% | 33,397 | 3,782 | 12.8% | $124.85万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,102.60万 | 0.05% | 17,263 | 579 | 3.5% | $36.98万 | 加仓 |
| ASML | ASML HLDG NV | $1,116.31万 | 0.06% | 5,611 | 65 | 1.2% | $12.93万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,126.71万 | 0.06% | 120,337 | -8,427 | -6.5% | -$78.90万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,132.56万 | 0.06% | 638,779 | 72,920 | 12.9% | $129.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,134.22万 | 0.06% | 357,685 | -26,604 | -6.9% | -$84.36万 | 减仓 |
| MPLX | MPLX LP | $1,148.77万 | 0.06% | 203,936 | 3,692 | 1.8% | $20.80万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,151.68万 | 0.06% | 22,606 | 1,465 | 6.9% | $74.64万 | 加仓 |
| DE | DEERE & CO | $1,166.24万 | 0.06% | 18,385 | 2,266 | 14.1% | $143.74万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,187.35万 | 0.06% | 60,999 | 9,425 | 18.3% | $183.46万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,204.51万 | 0.06% | 60,957 | -322 | -0.5% | -$6.36万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,236.74万 | 0.06% | 427,052 | -12,021 | -2.7% | -$34.81万 | 减仓 |
| SUB | ISHARES TR | $1,262.35万 | 0.06% | 118,563 | -4,910 | -4.0% | -$52.28万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,263.57万 | 0.06% | 281,732 | -9,953 | -3.4% | -$44.64万 | 减仓 |
| MMM | 3M CO | $1,276.08万 | 0.06% | 78,814 | -1,426 | -1.8% | -$23.09万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $1,290.79万 | 0.06% | 496,841 | -15,203 | -3.0% | -$39.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,291.31万 | 0.06% | 147,124 | 2,217 | 1.5% | $19.46万 | 加仓 |
| NVT | NVENT ELEC PLC | $1,298.20万 | 0.06% | 76,540 | 11,033 | 16.8% | $187.13万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,315.53万 | 0.07% | 257,948 | -14,247 | -5.2% | -$72.66万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,318.57万 | 0.07% | 537,097 | -60,722 | -10.2% | -$149.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,321.29万 | 0.07% | 71,332 | -3,683 | -4.9% | -$68.22万 | 减仓 |
| UNP | UNION PAC CORP | $1,324.22万 | 0.07% | 48,685 | -610 | -1.2% | -$16.59万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,325.11万 | 0.07% | 84,429 | 1,619 | 2.0% | $25.41万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,338.61万 | 0.07% | 161,962 | -20,376 | -11.2% | -$168.41万 | 减仓 |
| DCH | DAUCH CORP | $1,368.96万 | 0.07% | 2,525,763 | 277,736 | 12.4% | $150.53万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,391.63万 | 0.07% | 133,862 | 2,533 | 1.9% | $26.33万 | 加仓 |
| BA | BOEING CO | $1,394.25万 | 0.07% | 64,409 | 4,503 | 7.5% | $97.48万 | 加仓 |
| IWM | ISHARES TR | $1,427.02万 | 0.07% | 47,496 | 113 | 0.2% | $3.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,433.35万 | 0.07% | 338,532 | 1,479 | 0.4% | $6.26万 | 加仓 |
| SCZ | ISHARES TR | $1,443.52万 | 0.07% | 175,462 | 48 | 0.0% | $3,949 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,445.12万 | 0.07% | 355,329 | -10,559 | -2.9% | -$42.94万 | 减仓 |
| USMV | ISHARES TR | $1,449.34万 | 0.07% | 150,253 | -820 | -0.5% | -$7.91万 | 减仓 |
| AGG | ISHARES TR | $1,507.44万 | 0.08% | 152,297 | -231 | -0.2% | -$2.29万 | 减仓 |
| NFLX | NETFLIX INC. | $1,518.12万 | 0.08% | 212,622 | -12,061 | -5.4% | -$86.12万 | 减仓 |
| INTF | ISHARES TR | $1,519.62万 | 0.08% | 371,000 | -142,322 | -27.7% | -$582.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,520.95万 | 0.08% | 177,910 | -8,521 | -4.6% | -$72.85万 | 减仓 |
| IWF | ISHARES TR | $1,532.14万 | 0.08% | 123,391 | 6,927 | 5.9% | $86.01万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,548.97万 | 0.08% | 266,146 | -32,357 | -10.8% | -$188.32万 | 减仓 |