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 |
|---|---|---|---|---|---|---|---|---|
| PFBC | PREFERRED BK LOS ANGELES CA | $28.88万 | 0.00% | 3,184 | 14 | 0.4% | $1,270 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $28.93万 | 0.00% | 3,708 | -5,498 | -59.7% | -$42.90万 | 减仓 |
| HWKN | HAWKINS INC | $28.95万 | 0.00% | 1,885 | 2 | 0.1% | $307 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $29.08万 | 0.00% | 2,935 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $29.16万 | 0.00% | 4,837 | 1,043 | 27.5% | $6.29万 | 加仓 |
| SHM | SPDR SERIES TRUST | $29.21万 | 0.00% | 6,106 | -3,500 | -36.4% | -$16.74万 | 减仓 |
| BCPC | BALCHEM CORP | $29.23万 | 0.00% | 1,724 | -358 | -17.2% | -$6.07万 | 减仓 |
| IYM | ISHARES TR | $29.36万 | 0.00% | 1,669 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $29.38万 | 0.00% | 541 | -352 | -39.4% | -$19.12万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $29.42万 | 0.00% | 1,000 | 1,000 | — | $29.42万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $29.43万 | 0.00% | 8,818 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $29.43万 | 0.00% | 890 | -510 | -36.4% | -$16.86万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $29.47万 | 0.00% | 25,402 | 7,024 | 38.2% | $8.15万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $29.49万 | 0.00% | 19,728 | 19,728 | — | $29.49万 | 新建仓 |
| FVCB | FVCBANKCORP INC | $29.51万 | 0.00% | 19,429 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $29.54万 | 0.00% | 7,175 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT I | $29.61万 | 0.00% | 9,779 | 1,407 | 16.8% | $4.26万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $29.64万 | 0.00% | 15,849 | -6,471 | -29.0% | -$12.10万 | 减仓 |
| S | SENTINELONE INC | $29.66万 | 0.00% | 23,028 | 11,867 | 106.3% | $15.28万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $29.70万 | 0.00% | 3,916 | 3,916 | — | $29.70万 | 新建仓 |
| PSMT | PRICESMART INC | $29.78万 | 0.00% | 1,979 | -413 | -17.3% | -$6.22万 | 减仓 |
| UDR | UDR INC | $29.96万 | 0.00% | 8,871 | -1,422 | -13.8% | -$4.80万 | 减仓 |
| PLXS | PLEXUS CORP | $30.10万 | 0.00% | 1,486 | -292 | -16.4% | -$5.91万 | 减仓 |
| FTDR | FRONTDOOR INC | $30.24万 | 0.00% | 5,720 | -95 | -1.6% | -$5,022 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $30.27万 | 0.00% | 2,432 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $30.34万 | 0.00% | 4,317 | 245 | 6.0% | $1.72万 | 加仓 |
| MKC | MCCORMICK & CO INC | $30.38万 | 0.00% | 6,024 | -1,990 | -24.8% | -$10.04万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $30.41万 | 0.00% | 11,986 | 1,833 | 18.1% | $4.65万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $30.44万 | 0.00% | 8,497 | 8,497 | — | $30.44万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $30.49万 | 0.00% | 3,767 | 210 | 5.9% | $1.70万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $30.53万 | 0.00% | 12,083 | 20 | 0.2% | $505 | 加仓 |
| TLN | TALEN ENERGY CORP | $30.65万 | 0.00% | 960 | 960 | — | $30.65万 | 新建仓 |
| NXT | NEXTPOWER INC | $30.73万 | 0.00% | 2,549 | -1,478 | -36.7% | -$17.82万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $30.74万 | 0.00% | 2,865 | 195 | 7.3% | $2.09万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $30.75万 | 0.00% | 5,135 | -1,023 | -16.6% | -$6.13万 | 减仓 |
| ARMK | ARAMARK | $30.78万 | 0.00% | 7,593 | -1,117 | -12.8% | -$4.53万 | 减仓 |
| CVBF | CVB FINL CORP | $30.84万 | 0.00% | 15,903 | -2,445 | -13.3% | -$4.74万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $30.84万 | 0.00% | 2,612 | 14 | 0.5% | $1,653 | 加仓 |
| CRWV | COREWEAVE INC | $30.86万 | 0.00% | 3,983 | 3,983 | — | $30.86万 | 新建仓 |
| NIO | NIO INC | $30.96万 | 0.00% | 51,350 | 30,275 | 143.7% | $18.26万 | 加仓 |
| JOE | ST JOE CO | $31.00万 | 0.00% | 4,937 | -597 | -10.8% | -$3.75万 | 减仓 |
| POWL | POWELL INDS INC | $31.06万 | 0.00% | 574 | -112 | -16.3% | -$6.06万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $31.13万 | 0.00% | 6,190 | 6,190 | — | $31.13万 | 新建仓 |
| BILI | BILIBILI INC | $31.14万 | 0.00% | 13,801 | 1,068 | 8.4% | $2.41万 | 加仓 |
| KT | KT CORP | $31.15万 | 0.00% | 14,521 | 96 | 0.7% | $2,059 | 加仓 |
| TREX | TREX INC | $31.19万 | 0.00% | 8,564 | -322 | -3.6% | -$1.17万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $31.37万 | 0.00% | 6,199 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $31.44万 | 0.00% | 13,085 | 13,085 | — | $31.44万 | 新建仓 |
| NTNX | NUTANIX INC | $31.45万 | 0.00% | 8,275 | 61 | 0.7% | $2,319 | 加仓 |
| PSN | PARSONS CORP DEL | $31.50万 | 0.00% | 5,815 | -1,890 | -24.5% | -$10.24万 | 减仓 |
| SSRM | SSR MINING IN | $31.56万 | 0.00% | 10,745 | 825 | 8.3% | $2.42万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $31.59万 | 0.00% | 3,232 | -194 | -5.7% | -$1.90万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $31.59万 | 0.00% | 23,403 | 9,450 | 67.7% | $12.76万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $31.60万 | 0.00% | 16,157 | -3,711 | -18.7% | -$7.26万 | 减仓 |
| MORN | MORNINGSTAR INC | $31.65万 | 0.00% | 1,872 | -1,088 | -36.8% | -$18.39万 | 减仓 |
| GRFS | GRIFOLS S A | $31.87万 | 0.00% | 39,742 | 8,323 | 26.5% | $6.68万 | 加仓 |
| CNH | CNH INDL N V | $32.00万 | 0.00% | 29,088 | -2,058 | -6.6% | -$2.26万 | 减仓 |
| TEX | TEREX CORP NEW | $32.05万 | 0.00% | 5,423 | -823 | -13.2% | -$4.86万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $32.11万 | 0.00% | 12,556 | 146 | 1.2% | $3,733 | 加仓 |
| CDW | CDW CORP | $32.12万 | 0.00% | 2,654 | -17,881 | -87.1% | -$216.42万 | 减仓 |
| BILL | BILL HOLDINGS INC | $32.13万 | 0.00% | 8,389 | 8,389 | — | $32.13万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $32.20万 | 0.00% | 10,277 | 2,047 | 24.9% | $6.41万 | 加仓 |
| EXP | EAGLE MATLS INC | $32.21万 | 0.00% | 1,700 | -1,579 | -48.2% | -$29.91万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $32.42万 | 0.00% | 7,678 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $32.46万 | 0.00% | 12,656 | 233 | 1.9% | $5,977 | 加仓 |
| IJS | ISHARES TR | $32.48万 | 0.00% | 2,742 | 873 | 46.7% | $10.34万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $32.53万 | 0.00% | 6,142 | 207 | 3.5% | $1.10万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $32.56万 | 0.00% | 10,724 | 1,811 | 20.3% | $5.50万 | 加仓 |
| — | TRI POINTE HOMES INC | $32.58万 | 0.00% | 6,971 | -789 | -10.2% | -$3.69万 | 重新持有 |
| DFTX | DEFINIUM THERAPEUTICS INC | $32.59万 | 0.00% | 17,245 | 17,245 | — | $32.59万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $32.63万 | 0.00% | 1,625 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $32.65万 | 0.00% | 3,330 | 3,330 | — | $32.65万 | 新建仓 |
| OSK | OSHKOSH CORP | $32.66万 | 0.00% | 2,219 | 2,219 | — | $32.66万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $32.71万 | 0.00% | 11,210 | -6,420 | -36.4% | -$18.73万 | 减仓 |
| ALKS | ALKERMES PLC | $32.79万 | 0.00% | 9,272 | 422 | 4.8% | $1.49万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $32.86万 | 0.00% | 2,516 | 12 | 0.5% | $1,567 | 加仓 |
| USAR | USA RARE EARTH INC | $32.87万 | 0.00% | 21,715 | 3,736 | 20.8% | $5.65万 | 加仓 |
| CLFD | CLEARFIELD INC | $32.91万 | 0.00% | 12,433 | -8,590 | -40.9% | -$22.74万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $32.93万 | 0.00% | 6,580 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $33.03万 | 0.00% | 6,731 | -1,867 | -21.7% | -$9.16万 | 减仓 |
| — | ETF SER SOLUTIONS | $33.07万 | 0.00% | 10,206 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $33.14万 | 0.00% | 6,579 | 1,620 | 32.7% | $8.16万 | 加仓 |
| AGCO | AGCO CORP | $33.20万 | 0.00% | 2,865 | -1,445 | -33.5% | -$16.74万 | 减仓 |
| MKSI | MKS INC. | $33.21万 | 0.00% | 1,445 | -591 | -29.0% | -$13.58万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $33.22万 | 0.00% | 25,242 | -1,808 | -6.7% | -$2.38万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $33.28万 | 0.00% | 7,487 | -1,222 | -14.0% | -$5.43万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $33.29万 | 0.00% | 7,823 | -395 | -4.8% | -$1.68万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $33.39万 | 0.00% | 3,530 | 454 | 14.8% | $4.29万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $33.42万 | 0.00% | 1,640 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $33.44万 | 0.00% | 4,990 | -247 | -4.7% | -$1.65万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $33.51万 | 0.00% | 25,602 | 25,602 | — | $33.51万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $33.53万 | 0.00% | 2,864 | -1,351 | -32.1% | -$15.81万 | 减仓 |
| ICF | ISHARES TR | $33.54万 | 0.00% | 5,419 | -29 | -0.5% | -$1,795 | 减仓 |
| HUBG | HUB GROUP INC | $33.57万 | 0.00% | 9,315 | 705 | 8.2% | $2.54万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $33.59万 | 0.00% | 3,586 | 125 | 3.6% | $1.17万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $33.61万 | 0.00% | 16,080 | -1,988 | -11.0% | -$4.15万 | 减仓 |
| CENX | CENTURY ALUM CO | $33.75万 | 0.00% | 5,750 | 5,750 | — | $33.75万 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $33.80万 | 0.00% | 18,682 | 18,682 | — | $33.80万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $33.82万 | 0.00% | 8,700 | 699 | 8.7% | $2.72万 | 加仓 |
| ALAB | ASTERA LABS INC | $33.86万 | 0.00% | 3,089 | -56 | -1.8% | -$6,138 | 减仓 |