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 |
|---|---|---|---|---|---|---|---|---|
| COTY | COTY INC | $10.90万 | 0.00% | 50,452 | 69 | 0.1% | $149 | 加仓 |
| NOMD | NOMAD FOODS LTD | $10.95万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $11.08万 | 0.00% | 10,391 | 11 | 0.1% | $117 | 加仓 |
| INN | SUMMIT HOTEL PPTYS | $11.22万 | 0.00% | 16,003 | 16,003 | — | $11.22万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $11.36万 | 0.00% | 53,821 | 53,821 | — | $11.36万 | 新建仓 |
| AGNC | AGNC INVT CORP | $11.37万 | 0.00% | 10,433 | -12,867 | -55.2% | -$14.02万 | 减仓 |
| TAL | TAL ED GROUP | $11.44万 | 0.00% | 11,952 | -170 | -1.4% | -$1,627 | 减仓 |
| — | ACV AUCTIONS INC | $11.44万 | 0.00% | 15,915 | 15,915 | — | $11.44万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $11.56万 | 0.00% | 15,812 | 15,812 | — | $11.56万 | 新建仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $11.57万 | 0.00% | 14,624 | 14,624 | — | $11.57万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.70万 | 0.00% | 19,900 | 19,900 | — | $11.70万 | 新建仓 |
| CERT | CERTARA INC | $11.73万 | 0.00% | 17,906 | 1,923 | 12.0% | $1.26万 | 加仓 |
| SNAP | SNAP INC | $11.81万 | 0.00% | 26,588 | 13,558 | 104.1% | $6.02万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $11.92万 | 0.00% | 500 | -400 | -44.4% | -$9.53万 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $11.95万 | 0.00% | 22,083 | 10,590 | 92.1% | $5.73万 | 加仓 |
| GNW | GENWORTH FINL INC | $12.33万 | 0.00% | 13,025 | 817 | 6.7% | $7,737 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $12.39万 | 0.00% | 24,015 | -4,721 | -16.4% | -$2.44万 | 减仓 |
| BGC | BGC GROUP INC | $12.52万 | 0.00% | 11,714 | 489 | 4.4% | $5,227 | 重新持有 |
| SMR | NUSCALE PWR CORP | $12.59万 | 0.00% | 12,554 | 12,554 | — | $12.59万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $12.62万 | 0.00% | 11,891 | -13,511 | -53.2% | -$14.34万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $13.30万 | 0.00% | 29,623 | 29,623 | — | $13.30万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $13.33万 | 0.00% | 63,478 | 2,198 | 3.6% | $4,616 | 加仓 |
| SRI | STONERIDGE INC | $13.35万 | 0.00% | 18,241 | -362 | -1.9% | -$2,650 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $13.71万 | 0.00% | 32,957 | 1,691 | 5.4% | $7,035 | 加仓 |
| STNE | STONECO LTD | $13.88万 | 0.00% | 12,802 | 12,802 | — | $13.88万 | 新建仓 |
| OI | O-I GLASS INC | $13.92万 | 0.00% | 14,450 | 14,450 | — | $13.92万 | 新建仓 |
| CXM | SPRINKLR INC | $14.01万 | 0.00% | 27,151 | 8,322 | 44.2% | $4.29万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $14.12万 | 0.00% | 21,396 | 3,064 | 16.7% | $2.02万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $14.18万 | 0.00% | 44,740 | 33,869 | 311.6% | $10.74万 | 加仓 |
| ALOY | REALLOYS INC | $14.45万 | 0.00% | 10,000 | 10,000 | — | $14.45万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $14.53万 | 0.00% | 27,887 | 27,887 | — | $14.53万 | 新建仓 |
| FRSH | FRESHWORKS INC | $14.53万 | 0.00% | 14,358 | -1,799 | -11.1% | -$1.82万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $14.73万 | 0.00% | 11,065 | 381 | 3.6% | $5,071 | 加仓 |
| BRBR | BELLRING BRANDS INC | $14.75万 | 0.00% | 11,400 | 1,979 | 21.0% | $2.56万 | 重新持有 |
| SD | SANDRIDGE ENERGY INC | $14.79万 | 0.00% | 10,793 | 10,793 | — | $14.79万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $14.87万 | 0.00% | 30,160 | -13,998 | -31.7% | -$6.90万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $14.99万 | 0.00% | 11,748 | -14 | -0.1% | -$179 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $15.12万 | 0.00% | 66,012 | 34,860 | 111.9% | $7.98万 | 加仓 |
| AHRT | AH RLTY TR INC | $15.16万 | 0.00% | 21,414 | 21,414 | — | $15.16万 | 新建仓 |
| TE | T1 ENERGY INC | $15.23万 | 0.00% | 16,066 | 16,066 | — | $15.23万 | 新建仓 |
| CRM | SALESFORCE INC 看涨期权 | $15.67万 | 0.00% | 1,000 | 1,000 | — | $15.67万 | 新建仓 |
| PHR | PHREESIA INC | $15.88万 | 0.00% | 15,432 | 15,432 | — | $15.88万 | 新建仓 |
| PD | PAGERDUTY INC | $16.07万 | 0.00% | 16,656 | 16,656 | — | $16.07万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $16.13万 | 0.00% | 11,613 | 11,613 | — | $16.13万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $16.18万 | 0.00% | 21,400 | 0 | 0.0% | — | 不变 |
| — | FIRST NORTHWEST BANCORP | $16.21万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNITIES FD | $16.32万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO | $16.72万 | 0.00% | 12,594 | 12,594 | — | $16.72万 | 新建仓 |
| PDM | PIEDMONT REALTY TRUST INC | $16.76万 | 0.00% | 18,315 | 18,315 | — | $16.76万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $16.87万 | 0.00% | 14,912 | -1,551 | -9.4% | -$1.75万 | 减仓 |
| HOPE | HOPE BANCORP INC | $16.96万 | 0.00% | 12,401 | -619 | -4.8% | -$8,468 | 减仓 |
| HGTY | HAGERTY INC | $16.98万 | 0.00% | 14,247 | 14,247 | — | $16.98万 | 新建仓 |
| VFC | V F CORP | $17.10万 | 0.00% | 10,253 | -786 | -7.1% | -$1.31万 | 重新持有 |
| ATOM | ATOMERA INC | $17.58万 | 0.00% | 20,183 | 20,183 | — | $17.58万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $17.63万 | 0.00% | 12,296 | 44 | 0.4% | $631 | 加仓 |
| — | GABELLI UTIL TR | $17.71万 | 0.00% | 26,868 | 26,868 | — | $17.71万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.86万 | 0.00% | 13,951 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $17.94万 | 0.00% | 10,994 | 372 | 3.5% | $6,071 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC | $18.15万 | 0.00% | 12,812 | 12,812 | — | $18.15万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $18.25万 | 0.00% | 24,199 | 24,199 | — | $18.25万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $18.31万 | 0.00% | 26,775 | 26,775 | — | $18.31万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $18.67万 | 0.00% | 16,423 | 145 | 0.9% | $1,649 | 加仓 |
| — | SILVER BOW MNG CORP | $18.72万 | 0.00% | 27,692 | 27,692 | — | $18.72万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $18.73万 | 0.00% | 23,092 | 9,641 | 71.7% | $7.82万 | 加仓 |
| FSK | FS KKR CAP CORP | $18.74万 | 0.00% | 17,844 | -20,829 | -53.9% | -$21.87万 | 减仓 |
| CLSK | CLEANSPARK INC | $18.79万 | 0.00% | 12,916 | 2,531 | 24.4% | $3.68万 | 重新持有 |
| — | PIONEER BANCORP INC MD | $18.85万 | 0.00% | 11,041 | 18 | 0.2% | $307 | 加仓 |
| BBD | BANCO BRADESCO S A | $18.97万 | 0.00% | 54,664 | -653 | -1.2% | -$2,266 | 减仓 |
| — | RBB FUND TRUST | $19.02万 | 0.00% | 12,912 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD 看涨期权 | $19.17万 | 0.00% | 2,000 | 2,000 | — | $19.17万 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $19.17万 | 0.00% | 25,390 | 25,390 | — | $19.17万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $19.32万 | 0.00% | 11,792 | -14,280 | -54.8% | -$23.40万 | 减仓 |
| NEWT | NEWTEKONE INC | $19.32万 | 0.00% | 13,047 | 13,047 | — | $19.32万 | 新建仓 |
| CLVT | CLARIVATE PLC | $19.44万 | 0.00% | 90,009 | -48,722 | -35.1% | -$10.52万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $19.45万 | 0.00% | 12,336 | 1,669 | 15.6% | $2.63万 | 加仓 |
| MTUS | METALLUS INC | $19.51万 | 0.00% | 10,441 | -44 | -0.4% | -$822 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $19.56万 | 0.00% | 32,662 | 6,768 | 26.1% | $4.05万 | 加仓 |
| BILI | BILIBILI INC | $19.81万 | 0.00% | 11,632 | -2,169 | -15.7% | -$3.69万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $19.91万 | 0.00% | 18,673 | 1,050 | 6.0% | $1.12万 | 加仓 |
| MNSO | MINISO GROUP HLDG LTD | $20.00万 | 0.00% | 16,582 | 16,582 | — | $20.00万 | 新建仓 |
| IOO | ISHARES TR | $20.03万 | 0.00% | 1,466 | 1,466 | — | $20.03万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $20.04万 | 0.00% | 11,673 | 11,673 | — | $20.04万 | 新建仓 |
| VC | VISTEON CORP | $20.09万 | 0.00% | 2,025 | -1,302 | -39.1% | -$12.92万 | 重新持有 |
| RAMP | LIVERAMP HLDGS INC | $20.11万 | 0.00% | 5,343 | 5,343 | — | $20.11万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $20.15万 | 0.00% | 7,791 | 676 | 9.5% | $1.75万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.22万 | 0.00% | 10,354 | -9,768 | -48.5% | -$19.07万 | 减仓 |
| HUBG | HUB GROUP INC | $20.33万 | 0.00% | 4,642 | -4,673 | -50.2% | -$20.46万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $20.33万 | 0.00% | 22,147 | 11,458 | 107.2% | $10.52万 | 加仓 |
| CR | CRANE COMPANY | $20.33万 | 0.00% | 911 | -530 | -36.8% | -$11.83万 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $20.34万 | 0.00% | 11,472 | 11,472 | — | $20.34万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $20.37万 | 0.00% | 2,432 | 2,432 | — | $20.37万 | 新建仓 |
| IAT | ISHARES TR | $20.38万 | 0.00% | 3,276 | 3,276 | — | $20.38万 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $20.38万 | 0.00% | 4,731 | 4,731 | — | $20.38万 | 新建仓 |
| ATEN | A10 NETWORKS INC | $20.42万 | 0.00% | 5,467 | 5,467 | — | $20.42万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $20.43万 | 0.00% | 1,995 | -263 | -11.6% | -$2.69万 | 减仓 |
| VRNS | VARONIS SYS INC | $20.45万 | 0.00% | 4,873 | 4,873 | — | $20.45万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $20.47万 | 0.00% | 1,190 | -909 | -43.3% | -$15.64万 | 重新持有 |
| DV | DOUBLEVERIFY HLDGS INC | $20.49万 | 0.00% | 18,905 | -13,608 | -41.9% | -$14.75万 | 重新持有 |
| IPAR | INTERPARFUMS INC | $20.53万 | 0.00% | 1,835 | -3,117 | -62.9% | -$34.87万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $20.54万 | 0.00% | 2,678 | -688 | -20.4% | -$5.28万 | 减仓 |