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 |
|---|---|---|---|---|---|---|---|---|
| BCE | BCE INC | $26.60万 | 0.00% | 12,366 | -6,450 | -34.3% | -$13.87万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $26.60万 | 0.00% | 15,981 | -15,603 | -49.4% | -$25.97万 | 减仓 |
| TECH | BIO-TECHNE CORP | $26.64万 | 0.00% | 3,770 | -3,903 | -50.9% | -$27.58万 | 减仓 |
| OGN | ORGANON & CO | $26.67万 | 0.00% | 19,697 | 6,781 | 52.5% | $9.18万 | 重新持有 |
| PFGC | PERFORMANCE FOOD GROUP CO | $26.70万 | 0.00% | 2,388 | 3 | 0.1% | $335 | 重新持有 |
| VVV | VALVOLINE INC | $26.70万 | 0.00% | 6,752 | 12 | 0.2% | $475 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $26.70万 | 0.00% | 1,760 | 1,760 | — | $26.70万 | 新建仓 |
| HWKN | HAWKINS INC | $26.73万 | 0.00% | 1,881 | -4 | -0.2% | -$568 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $26.81万 | 0.00% | 10,882 | 10,882 | — | $26.81万 | 新建仓 |
| PFXF | VANECK ETF TRUST | $26.86万 | 0.00% | 15,055 | 75 | 0.5% | $1,338 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $26.92万 | 0.00% | 9,848 | -695 | -6.6% | -$1.90万 | 重新持有 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $26.96万 | 0.00% | 9,771 | 9,771 | — | $26.96万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $26.97万 | 0.00% | 5,543 | 5,543 | — | $26.97万 | 新建仓 |
| LRN | STRIDE INC | $27.00万 | 0.00% | 3,131 | -750 | -19.3% | -$6.47万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $27.03万 | 0.00% | 1,864 | 421 | 29.2% | $6.10万 | 重新持有 |
| UTES | ETFIS SER TR I | $27.12万 | 0.00% | 3,318 | 10 | 0.3% | $817 | 加仓 |
| USRT | ISHARES TR | $27.19万 | 0.00% | 4,091 | 11 | 0.3% | $731 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.23万 | 0.00% | 9,726 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $27.23万 | 0.00% | 5,896 | 5,896 | — | $27.23万 | 新建仓 |
| ACNB | ACNB CORP | $27.25万 | 0.00% | 4,589 | 4,589 | — | $27.25万 | 新建仓 |
| MSA | MSA SAFETY INC | $27.25万 | 0.00% | 1,561 | -889 | -36.3% | -$15.52万 | 减仓 |
| CLDT | CHATHAM LODGING TR | $27.26万 | 0.00% | 20,601 | 5,578 | 37.1% | $7.38万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $27.29万 | 0.00% | 1,661 | -20 | -1.2% | -$3,285 | 减仓 |
| RAL | RALLIANT CORP | $27.33万 | 0.00% | 3,712 | -507 | -12.0% | -$3.73万 | 重新持有 |
| BKLN | INVESCO EXCH TRADED FD TR II | $27.34万 | 0.00% | 13,422 | -4,314 | -24.3% | -$8.79万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $27.42万 | 0.00% | 2,691 | 2,691 | — | $27.42万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $27.43万 | 0.00% | 3,366 | -164 | -4.6% | -$1.34万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $27.55万 | 0.00% | 6,143 | -1,344 | -18.0% | -$6.03万 | 减仓 |
| SSD | SIMPSON MFG INC | $27.61万 | 0.00% | 1,319 | 127 | 10.7% | $2.66万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $27.69万 | 0.00% | 31,649 | 16,135 | 104.0% | $14.12万 | 加仓 |
| AVNT | AVIENT CORPORATION | $27.69万 | 0.00% | 7,493 | -4,025 | -34.9% | -$14.88万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $27.73万 | 0.00% | 26,040 | 438 | 1.7% | $4,665 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $27.74万 | 0.00% | 22,772 | 6,302 | 38.3% | $7.68万 | 加仓 |
| SHM | SPDR SERIES TRUST | $27.79万 | 0.00% | 5,793 | -313 | -5.1% | -$1.50万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $27.79万 | 0.00% | 14,996 | 484 | 3.3% | $8,969 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $27.79万 | 0.00% | 3,659 | 203 | 5.9% | $1.54万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $27.80万 | 0.00% | 2,462 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $27.81万 | 0.00% | 5,331 | 5,331 | — | $27.81万 | 新建仓 |
| RXI | ISHARES TR | $27.86万 | 0.00% | 1,444 | -43 | -2.9% | -$8,297 | 减仓 |
| MYRG | MYR GROUP INC | $27.87万 | 0.00% | 557 | 557 | — | $27.87万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $27.91万 | 0.00% | 15,376 | 15,376 | — | $27.91万 | 新建仓 |
| TRU | TRANSUNION | $27.96万 | 0.00% | 3,876 | -2,020 | -34.3% | -$14.57万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $27.99万 | 0.00% | 29,807 | 504 | 1.7% | $4,733 | 加仓 |
| XPEV | XPENG INC | $28.00万 | 0.00% | 21,148 | -3,302 | -13.5% | -$4.37万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $28.06万 | 0.00% | 5,407 | 5,407 | — | $28.06万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $28.08万 | 0.00% | 2,719 | -203 | -6.9% | -$2.10万 | 重新持有 |
| IPGP | IPG PHOTONICS CORP | $28.10万 | 0.00% | 2,395 | -588 | -19.7% | -$6.90万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $28.13万 | 0.00% | 4,062 | -856 | -17.4% | -$5.93万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $28.16万 | 0.00% | 12,176 | -4,955 | -28.9% | -$11.46万 | 减仓 |
| — | KAZIA THERAPEUTICS LTD | $28.16万 | 0.00% | 20,003 | -39,997 | -66.7% | -$56.32万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $28.19万 | 0.00% | 7,616 | -2,098 | -21.6% | -$7.76万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $28.19万 | 0.00% | 9,406 | 1,583 | 20.2% | $4.74万 | 加仓 |
| MMSI | MERIT MED SYS INC | $28.19万 | 0.00% | 4,066 | -35 | -0.9% | -$2,427 | 重新持有 |
| IONS | IONIS PHARMACEUTICALS INC | $28.28万 | 0.00% | 3,567 | 3,567 | — | $28.28万 | 新建仓 |
| BCPC | BALCHEM CORP | $28.29万 | 0.00% | 1,674 | -50 | -2.9% | -$8,448 | 减仓 |
| IGV | ISHARES TR | $28.34万 | 0.00% | 3,128 | -150 | -4.6% | -$1.36万 | 减仓 |
| LNN | LINDSAY CORP | $28.40万 | 0.00% | 2,294 | 2,294 | — | $28.40万 | 新建仓 |
| RDN | RADIAN GROUP INC | $28.40万 | 0.00% | 7,540 | 747 | 11.0% | $2.81万 | 加仓 |
| EPP | ISHARES INC | $28.52万 | 0.00% | 5,355 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $28.55万 | 0.00% | 9,565 | -1,159 | -10.8% | -$3.46万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $28.58万 | 0.00% | 5,856 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $28.59万 | 0.00% | 15,989 | -3,459 | -17.8% | -$6.18万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $28.63万 | 0.00% | 10,545 | 1,176 | 12.6% | $3.19万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $28.67万 | 0.00% | 3,693 | 157 | 4.4% | $1.22万 | 加仓 |
| HAS | HASBRO INC | $28.75万 | 0.00% | 3,481 | -1,003 | -22.4% | -$8.28万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $28.79万 | 0.00% | 5,344 | 224 | 4.4% | $1.21万 | 加仓 |
| HLNE | HAMILTON LANE INC | $28.80万 | 0.00% | 3,654 | 240 | 7.0% | $1.89万 | 重新持有 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $28.82万 | 0.00% | 7,056 | 7,056 | — | $28.82万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $28.85万 | 0.00% | 3,224 | -4 | -0.1% | -$358 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $28.89万 | 0.00% | 9,863 | 111 | 1.1% | $3,251 | 加仓 |
| USHY | ISHARES TR | $28.98万 | 0.00% | 7,828 | -1,492 | -16.0% | -$5.52万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $29.06万 | 0.00% | 7,799 | -2,268 | -22.5% | -$8.45万 | 减仓 |
| BANF | BANCFIRST CORP | $29.06万 | 0.00% | 2,615 | 2,615 | — | $29.06万 | 新建仓 |
| DOX | AMDOCS LTD | $29.17万 | 0.00% | 5,771 | -672 | -10.4% | -$3.40万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $29.26万 | 0.00% | 6,183 | 6,183 | — | $29.26万 | 新建仓 |
| AKR | ACADIA RLTY TR | $29.27万 | 0.00% | 13,996 | 13,996 | — | $29.27万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $29.28万 | 0.00% | 6,310 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $29.31万 | 0.00% | 8,221 | -303 | -3.6% | -$1.08万 | 重新持有 |
| MMS | MAXIMUS INC | $29.36万 | 0.00% | 5,461 | -1,042 | -16.0% | -$5.60万 | 重新持有 |
| NLR | VANECK ETF TRUST | $29.40万 | 0.00% | 2,535 | 829 | 48.6% | $9.61万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $29.42万 | 0.00% | 22,843 | 22,843 | — | $29.42万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $29.52万 | 0.00% | 988 | 197 | 24.9% | $5.89万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $29.53万 | 0.00% | 2,935 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $29.54万 | 0.00% | 20,332 | -13,579 | -40.0% | -$19.73万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $29.54万 | 0.00% | 8,644 | 2,571 | 42.3% | $8.79万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $29.58万 | 0.00% | 3,629 | 27 | 0.7% | $2,201 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $29.60万 | 0.00% | 3,395 | -2 | -0.1% | -$174 | 减仓 |
| PDD | PDD HOLDINGS INC | $29.63万 | 0.00% | 3,885 | -5,627 | -59.2% | -$42.92万 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $29.68万 | 0.00% | 11,186 | 448 | 4.2% | $1.19万 | 加仓 |
| MNKD | MANNKIND CORP | $29.69万 | 0.00% | 69,703 | 20,480 | 41.6% | $8.72万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $29.72万 | 0.00% | 3,180 | 142 | 4.7% | $1.33万 | 加仓 |
| ABCB | AMERIS BANCORP | $29.78万 | 0.00% | 3,299 | -325 | -9.0% | -$2.93万 | 减仓 |
| SSRM | SSR MINING IN | $29.82万 | 0.00% | 10,544 | -201 | -1.9% | -$5,684 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $29.85万 | 0.00% | 8,278 | -1,999 | -19.5% | -$7.21万 | 减仓 |
| ACT | ENACT HLDGS INC | $29.89万 | 0.00% | 6,540 | -5,585 | -46.1% | -$25.53万 | 减仓 |
| NOVT | NOVANTA INC | $29.90万 | 0.00% | 1,843 | -471 | -20.4% | -$7.64万 | 减仓 |
| CYTK | CYTOKINETICS INC | $29.95万 | 0.00% | 3,516 | 124 | 3.7% | $1.06万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $30.05万 | 0.00% | 3,003 | -4,840 | -61.7% | -$48.43万 | 减仓 |
| IYM | ISHARES TR | $30.07万 | 0.00% | 1,675 | 6 | 0.4% | $1,077 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $30.13万 | 0.00% | 11,435 | -551 | -4.6% | -$1.45万 | 减仓 |