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 |
|---|---|---|---|---|---|---|---|---|
| CAKE | CHEESECAKE FACTORY INC | $23.22万 | 0.00% | 2,919 | -1,598 | -35.4% | -$12.71万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $23.23万 | 0.00% | 2,460 | -318 | -11.4% | -$3.00万 | 减仓 |
| LINE | LINEAGE INC | $23.25万 | 0.00% | 5,375 | 5,375 | — | $23.25万 | 新建仓 |
| DON | WISDOMTREE TR | $23.26万 | 0.00% | 4,116 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $23.28万 | 0.00% | 5,059 | -691 | -12.0% | -$3.18万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $23.29万 | 0.00% | 7,830 | 7,830 | — | $23.29万 | 新建仓 |
| CROX | CROCS INC | $23.32万 | 0.00% | 1,933 | 1,933 | — | $23.32万 | 新建仓 |
| ILF | ISHARES TR | $23.32万 | 0.00% | 6,910 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $23.41万 | 0.00% | 5,751 | -2,901 | -33.5% | -$11.81万 | 重新持有 |
| VIOV | VANGUARD ADMIRAL FDS INC | $23.47万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $23.56万 | 0.00% | 2,909 | 2,909 | — | $23.56万 | 新建仓 |
| NEU | NEWMARKET CORP | $23.58万 | 0.00% | 298 | -570 | -65.7% | -$45.10万 | 重新持有 |
| BILL | BILL HOLDINGS INC | $23.71万 | 0.00% | 6,558 | -1,831 | -21.8% | -$6.62万 | 减仓 |
| QUS | SPDR SERIES TRUST | $23.77万 | 0.00% | 1,272 | 0 | 0.0% | — | 不变 |
| TSBK | TIMBERLAND BANCORP INC | $23.78万 | 0.00% | 5,307 | 5,307 | — | $23.78万 | 新建仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $23.81万 | 0.00% | 7,230 | -415 | -5.4% | -$1.37万 | 减仓 |
| TLT | ISHARES TR | $23.81万 | 0.00% | 2,755 | -7,544 | -73.2% | -$65.20万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $23.85万 | 0.00% | 11,299 | -4,550 | -28.7% | -$9.61万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $23.86万 | 0.00% | 1,556 | 1,556 | — | $23.86万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $23.95万 | 0.00% | 6,132 | 6,132 | — | $23.95万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $23.97万 | 0.00% | 6,780 | 12 | 0.2% | $424 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $24.05万 | 0.00% | 3,707 | 20 | 0.5% | $1,297 | 加仓 |
| LAD | LITHIA MTRS INC | $24.05万 | 0.00% | 828 | -49 | -5.6% | -$1.42万 | 重新持有 |
| KWR | QUAKER HOUGHTON | $24.05万 | 0.00% | 1,514 | 1,514 | — | $24.05万 | 新建仓 |
| LTC | LTC PPTYS INC | $24.07万 | 0.00% | 6,261 | 6,261 | — | $24.07万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $24.19万 | 0.00% | 8,455 | -2,419 | -22.2% | -$6.92万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $24.21万 | 0.00% | 27,658 | 915 | 3.4% | $8,011 | 加仓 |
| COFS | CHOICEONE FINANCIA | $24.21万 | 0.00% | 7,122 | 7,122 | — | $24.21万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $24.24万 | 0.00% | 2,041 | 2,041 | — | $24.24万 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $24.26万 | 0.00% | 791 | -5 | -0.6% | -$1,534 | 减仓 |
| MATW | MATTHEWS INTL CORP | $24.26万 | 0.00% | 9,013 | -17,717 | -66.3% | -$47.69万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $24.29万 | 0.00% | 4,003 | 295 | 8.0% | $1.79万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $24.29万 | 0.00% | 7,311 | -500 | -6.4% | -$1.66万 | 重新持有 |
| DEA | EASTERLY GOVT PPTYS INC | $24.29万 | 0.00% | 9,742 | 9,742 | — | $24.29万 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $24.29万 | 0.00% | 3,751 | 3,751 | — | $24.29万 | 新建仓 |
| — | ISHARES TR | $24.31万 | 0.00% | 6,414 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.35万 | 0.00% | 5,804 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $24.35万 | 0.00% | 17,889 | 17,889 | — | $24.35万 | 新建仓 |
| ARKW | ARK ETF TR | $24.37万 | 0.00% | 1,682 | 0 | 0.0% | — | 不变 |
| WBTN | WEBTOON ENTMT INC | $24.38万 | 0.00% | 21,348 | 21,348 | — | $24.38万 | 新建仓 |
| NE | NOBLE CORP PLC | $24.40万 | 0.00% | 6,541 | -190 | -2.8% | -$7,087 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $24.45万 | 0.00% | 2,137 | 34 | 1.6% | $3,890 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $24.49万 | 0.00% | 18,099 | -28,275 | -61.0% | -$38.26万 | 减仓 |
| VDC | VANGUARD WORLD FD | $24.50万 | 0.00% | 1,086 | 4 | 0.4% | $902 | 加仓 |
| GRFS | GRIFOLS S A | $24.56万 | 0.00% | 34,688 | -5,054 | -12.7% | -$3.58万 | 减仓 |
| EAT | BRINKER INTL INC | $24.61万 | 0.00% | 1,465 | -59 | -3.9% | -$9,912 | 减仓 |
| WING | WINGSTOP INC | $24.63万 | 0.00% | 1,420 | 185 | 15.0% | $3.21万 | 重新持有 |
| BF/B | BROWN FORMAN CORP | $24.75万 | 0.00% | 9,286 | -6,510 | -41.2% | -$17.35万 | 减仓 |
| IYT | ISHARES TR | $24.76万 | 0.00% | 2,854 | 2,854 | — | $24.76万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.81万 | 0.00% | 6,528 | 6,528 | — | $24.81万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $24.83万 | 0.00% | 5,135 | -296 | -5.5% | -$1.43万 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $24.90万 | 0.00% | 8,143 | 8,143 | — | $24.90万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $24.94万 | 0.00% | 8,187 | -2,400 | -22.7% | -$7.31万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.95万 | 0.00% | 2,055 | -29 | -1.4% | -$3,521 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $24.95万 | 0.00% | 10,162 | 10,162 | — | $24.95万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $24.96万 | 0.00% | 4,837 | -336 | -6.5% | -$1.73万 | 减仓 |
| BRKR | BRUKER CORP | $25.02万 | 0.00% | 4,158 | -193 | -4.4% | -$1.16万 | 重新持有 |
| WHD | CACTUS INC | $25.02万 | 0.00% | 4,885 | 4,885 | — | $25.02万 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $25.02万 | 0.00% | 6,453 | 6,453 | — | $25.02万 | 新建仓 |
| KT | KT CORP | $25.03万 | 0.00% | 14,484 | -37 | -0.3% | -$639 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $25.08万 | 0.00% | 1,091 | -200 | -15.5% | -$4.60万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $25.09万 | 0.00% | 9,819 | 676 | 7.4% | $1.73万 | 加仓 |
| ADEA | ADEIA INC | $25.09万 | 0.00% | 7,620 | -5,465 | -41.8% | -$18.00万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $25.17万 | 0.00% | 7,522 | -781 | -9.4% | -$2.61万 | 减仓 |
| QGEN | QIAGEN NV | $25.20万 | 0.00% | 6,446 | 6,446 | — | $25.20万 | 新建仓 |
| HNI | HNI CORP | $25.27万 | 0.00% | 6,254 | 6,254 | — | $25.27万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $25.32万 | 0.00% | 5,573 | 1 | 0.0% | $45 | 加仓 |
| TENB | TENABLE HLDGS INC | $25.34万 | 0.00% | 6,871 | -8,368 | -54.9% | -$30.86万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $25.38万 | 0.00% | 2,230 | -5 | -0.2% | -$569 | 减仓 |
| UPST | UPSTART HLDGS INC | $25.42万 | 0.00% | 7,174 | 1,167 | 19.4% | $4.13万 | 重新持有 |
| PDFS | PDF SOLUTIONS INC | $25.42万 | 0.00% | 3,591 | 3,591 | — | $25.42万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $25.45万 | 0.00% | 6,307 | -767 | -10.8% | -$3.09万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $25.48万 | 0.00% | 4,034 | 4,034 | — | $25.48万 | 新建仓 |
| LPG | DORIAN LPG LTD | $25.53万 | 0.00% | 7,341 | 307 | 4.4% | $1.07万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $25.58万 | 0.00% | 2,638 | 2,638 | — | $25.58万 | 新建仓 |
| AN | AUTONATION INC | $25.58万 | 0.00% | 1,377 | -1,040 | -43.0% | -$19.32万 | 重新持有 |
| LAZ | LAZARD INC | $25.62万 | 0.00% | 6,109 | -2,516 | -29.2% | -$10.55万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $25.69万 | 0.00% | 3,683 | 3,683 | — | $25.69万 | 新建仓 |
| APPF | APPFOLIO INC | $25.69万 | 0.00% | 1,602 | 244 | 18.0% | $3.91万 | 重新持有 |
| PII | POLARIS INC | $25.90万 | 0.00% | 3,784 | -87 | -2.2% | -$5,954 | 重新持有 |
| — | LIBERTY BROADBAND CORP | $25.93万 | 0.00% | 7,797 | -1,130 | -12.7% | -$3.76万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $25.94万 | 0.00% | 1,186 | -90 | -7.1% | -$1.97万 | 减仓 |
| MPB | MID PENN BANCORP INC | $25.97万 | 0.00% | 7,455 | 7,455 | — | $25.97万 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO | $25.98万 | 0.00% | 6,702 | 34 | 0.5% | $1,318 | 加仓 |
| — | REIN THERAPEUTICS INC | $26.00万 | 0.00% | 250,000 | 250,000 | — | $26.00万 | 新建仓 |
| BC | BRUNSWICK CORP | $26.06万 | 0.00% | 3,094 | 218 | 7.6% | $1.84万 | 加仓 |
| SITM | SITIME CORP | $26.17万 | 0.00% | 351 | 351 | — | $26.17万 | 新建仓 |
| GDDY | GODADDY INC | $26.21万 | 0.00% | 3,088 | -1,230 | -28.5% | -$10.44万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $26.23万 | 0.00% | 12,903 | 114 | 0.9% | $2,318 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $26.29万 | 0.00% | 903 | 13 | 1.5% | $3,785 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $26.32万 | 0.00% | 2,515 | -1 | -0.0% | -$105 | 减仓 |
| IREN | IREN LIMITED | $26.33万 | 0.00% | 5,757 | 5,757 | — | $26.33万 | 新建仓 |
| PRK | PARK NATL CORP | $26.35万 | 0.00% | 1,440 | 11 | 0.8% | $2,013 | 加仓 |
| — | GLOBAL X FDS | $26.36万 | 0.00% | 6,833 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $26.36万 | 0.00% | 10,547 | 503 | 5.0% | $1.26万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $26.37万 | 0.00% | 69,958 | -81,752 | -53.9% | -$30.82万 | 减仓 |
| EMA | EMERA INC | $26.41万 | 0.00% | 4,982 | 4,982 | — | $26.41万 | 新建仓 |
| CRK | COMSTOCK RES INC | $26.43万 | 0.00% | 17,712 | 17,712 | — | $26.43万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $26.50万 | 0.00% | 3,180 | -1,137 | -26.3% | -$9.47万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $26.54万 | 0.00% | 7,176 | 0 | 0.0% | — | 不变 |