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 |
|---|---|---|---|---|---|---|---|---|
| PCY | INVESCO EXCH TRADED FD TR II | $34.81万 | 0.00% | 16,079 | -1 | -0.0% | -$22 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $34.92万 | 0.00% | 4,454 | 4,454 | — | $34.92万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $34.96万 | 0.00% | 20,946 | 5,322 | 34.1% | $8.88万 | 加仓 |
| HYG | ISHARES TR | $34.97万 | 0.00% | 4,373 | 62 | 1.4% | $4,958 | 加仓 |
| FLO | FLOWERS FOODS INC | $35.00万 | 0.00% | 44,298 | 32,203 | 266.3% | $25.44万 | 加仓 |
| TTC | TORO CO | $35.12万 | 0.00% | 3,605 | -1,112 | -23.6% | -$10.83万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $35.13万 | 0.00% | 8,300 | -518 | -5.9% | -$2.19万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $35.21万 | 0.00% | 14,067 | -10,600 | -43.0% | -$26.53万 | 减仓 |
| — | BLACKROCK ETF TRUST | $35.27万 | 0.00% | 12,583 | 12,583 | — | $35.27万 | 新建仓 |
| S | SENTINELONE INC | $35.31万 | 0.00% | 20,805 | -2,223 | -9.7% | -$3.77万 | 减仓 |
| URNM | SPROTT FDS TR | $35.37万 | 0.00% | 6,725 | 693 | 11.5% | $3.64万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $35.45万 | 0.00% | 10,820 | -2,149 | -16.6% | -$7.04万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $35.63万 | 0.00% | 2,490 | 298 | 13.6% | $4.26万 | 加仓 |
| TLN | TALEN ENERGY CORP | $35.66万 | 0.00% | 928 | -32 | -3.3% | -$1.23万 | 减仓 |
| NULV | NUSHARES ETF TR | $35.74万 | 0.00% | 7,150 | 7,150 | — | $35.74万 | 新建仓 |
| TIMB | TIM S A | $35.82万 | 0.00% | 16,724 | -3,995 | -19.3% | -$8.56万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $35.91万 | 0.00% | 4,588 | -560 | -10.9% | -$4.38万 | 重新持有 |
| VTES | VANGUARD WELLINGTON FD | $35.96万 | 0.00% | 3,549 | -822 | -18.8% | -$8.33万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $35.97万 | 0.00% | 7,300 | 1,701 | 30.4% | $8.38万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $35.98万 | 0.00% | 16,179 | 22 | 0.1% | $489 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $36.05万 | 0.00% | 8,187 | -1,408 | -14.7% | -$6.20万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $36.24万 | 0.00% | 3,736 | 792 | 26.9% | $7.68万 | 加仓 |
| CPT | CAMDEN PPTY TR | $36.41万 | 0.00% | 3,180 | -597 | -15.8% | -$6.84万 | 减仓 |
| UI | UBIQUITI INC | $36.42万 | 0.00% | 682 | -166 | -19.6% | -$8.87万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $36.43万 | 0.00% | 7,399 | 7,399 | — | $36.43万 | 新建仓 |
| SKYW | SKYWEST INC | $36.46万 | 0.00% | 3,670 | -1,433 | -28.1% | -$14.24万 | 减仓 |
| ICF | ISHARES TR | $36.50万 | 0.00% | 5,397 | -22 | -0.4% | -$1,488 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $36.52万 | 0.00% | 17,034 | 17,034 | — | $36.52万 | 新建仓 |
| ARTY | ISHARES TR | $36.61万 | 0.00% | 4,807 | 1 | 0.0% | $76 | 加仓 |
| NXT | NEXTPOWER INC | $36.65万 | 0.00% | 3,076 | 527 | 20.7% | $6.28万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $36.70万 | 0.00% | 1,937 | 1,937 | — | $36.70万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $36.72万 | 0.00% | 3,618 | 3,618 | — | $36.72万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $36.73万 | 0.00% | 12,000 | 12,000 | — | $36.73万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $36.77万 | 0.00% | 5,705 | -672 | -10.5% | -$4.33万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $36.77万 | 0.00% | 2,167 | -928 | -30.0% | -$15.75万 | 减仓 |
| AGCO | AGCO CORP | $36.87万 | 0.00% | 3,080 | 215 | 7.5% | $2.57万 | 加仓 |
| INSM | INSMED INC | $36.94万 | 0.00% | 3,465 | -920 | -21.0% | -$9.81万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $36.95万 | 0.00% | 1,169 | -35 | -2.9% | -$1.11万 | 减仓 |
| — | TOPBUILD COR | $36.98万 | 0.00% | 1,043 | -209 | -16.7% | -$7.41万 | 减仓 |
| EPAM | EPAM SYS INC | $37.12万 | 0.00% | 4,678 | 1,995 | 74.4% | $15.83万 | 重新持有 |
| SMBK | SMARTFINANCIAL INC | $37.14万 | 0.00% | 7,915 | 7,915 | — | $37.14万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $37.31万 | 0.00% | 2,432 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $37.35万 | 0.00% | 4,356 | -2,799 | -39.1% | -$24.00万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $37.38万 | 0.00% | 16,512 | -6,635 | -28.7% | -$15.02万 | 减仓 |
| SMTC | SEMTECH CORP | $37.40万 | 0.00% | 2,311 | -443 | -16.1% | -$7.17万 | 重新持有 |
| AM | ANTERO MIDSTREAM CORP | $37.43万 | 0.00% | 16,451 | -3,549 | -17.7% | -$8.07万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $37.53万 | 0.00% | 2,323 | 2,323 | — | $37.53万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $37.53万 | 0.00% | 5,524 | 1,149 | 26.3% | $7.81万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $37.57万 | 0.00% | 7,947 | -426 | -5.1% | -$2.01万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $37.69万 | 0.00% | 918 | -22 | -2.3% | -$9,032 | 减仓 |
| AVA | AVISTA CORP | $37.89万 | 0.00% | 9,261 | 233 | 2.6% | $9,532 | 加仓 |
| DUOL | DUOLINGO INC | $37.95万 | 0.00% | 3,299 | 3,299 | — | $37.95万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $38.00万 | 0.00% | 11,337 | -7,468 | -39.7% | -$25.03万 | 重新持有 |
| RCI | ROGERS COMMUNICATIONS INC | $38.28万 | 0.00% | 11,777 | -1,212 | -9.3% | -$3.94万 | 减仓 |
| IJS | ISHARES TR | $38.31万 | 0.00% | 2,803 | 61 | 2.2% | $8,336 | 加仓 |
| BSRR | SIERRA BANCORP | $38.50万 | 0.00% | 9,445 | 9,445 | — | $38.50万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $38.50万 | 0.00% | 14,036 | -1,185 | -7.8% | -$3.25万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $38.50万 | 0.00% | 7,159 | 7,159 | — | $38.50万 | 新建仓 |
| — | QORVO INC | $38.55万 | 0.00% | 4,133 | 358 | 9.5% | $3.34万 | 重新持有 |
| BNT | BROOKFIELD WEALTH SOL LTD | $38.62万 | 0.00% | 9,054 | -5,508 | -37.8% | -$23.50万 | 减仓 |
| CCK | CROWN HLDGS INC | $38.67万 | 0.00% | 3,458 | -5,106 | -59.6% | -$57.10万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $38.67万 | 0.00% | 3,755 | -1,055 | -21.9% | -$10.86万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $38.74万 | 0.00% | 33,000 | 33,000 | — | $38.74万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $38.78万 | 0.00% | 17,506 | 1,337 | 8.3% | $2.96万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $38.79万 | 0.00% | 17,416 | 6,678 | 62.2% | $14.87万 | 重新持有 |
| SPNT | SIRIUSPOINT LTD | $38.79万 | 0.00% | 16,164 | 2 | 0.0% | $48 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $38.79万 | 0.00% | 8,974 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $38.88万 | 0.00% | 3,049 | 10 | 0.3% | $1,275 | 加仓 |
| TOST | TOAST INC | $39.15万 | 0.00% | 14,074 | -2,215 | -13.6% | -$6.16万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $39.20万 | 0.00% | 2,862 | -1,588 | -35.7% | -$21.75万 | 减仓 |
| TFLO | ISHARES TR | $39.26万 | 0.00% | 7,753 | 7,753 | — | $39.26万 | 新建仓 |
| DHS | WISDOMTREE TR | $39.28万 | 0.00% | 3,455 | 19 | 0.6% | $2,160 | 加仓 |
| PFIS | PEOPLES FINL SVCS CORP | $39.30万 | 0.00% | 5,921 | 5,921 | — | $39.30万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $39.34万 | 0.00% | 3,401 | 169 | 5.2% | $1.96万 | 加仓 |
| IONQ | IONQ INC | $39.38万 | 0.00% | 7,394 | 7,394 | — | $39.38万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $39.43万 | 0.00% | 21,820 | 6,159 | 39.3% | $11.13万 | 重新持有 |
| HBNC | HORIZON BANCORP IND | $39.58万 | 0.00% | 19,810 | 19,810 | — | $39.58万 | 新建仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $39.63万 | 0.00% | 9,707 | 9,707 | — | $39.63万 | 新建仓 |
| HUN | HUNTSMAN CORP | $39.69万 | 0.00% | 37,369 | -6,517 | -14.8% | -$6.92万 | 减仓 |
| ABT | ABBOTT LABORATORIES 看跌期权 | $39.93万 | 0.00% | 4,400 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $39.97万 | 0.00% | 2,878 | -29 | -1.0% | -$4,027 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $39.97万 | 0.00% | 8,476 | 504 | 6.3% | $2.38万 | 加仓 |
| NGVT | INGEVITY CORP | $39.99万 | 0.00% | 5,355 | 1 | 0.0% | $75 | 加仓 |
| DRS | LEONARDO DRS INC | $40.06万 | 0.00% | 9,389 | 1,265 | 15.6% | $5.40万 | 加仓 |
| EXP | EAGLE MATLS INC | $40.09万 | 0.00% | 1,782 | 82 | 4.8% | $1.84万 | 加仓 |
| UDR | UDR INC | $40.15万 | 0.00% | 10,057 | 1,186 | 13.4% | $4.73万 | 加仓 |
| AROW | ARROW FINL CORP | $40.16万 | 0.00% | 9,798 | 9,798 | — | $40.16万 | 新建仓 |
| MORN | MORNINGSTAR INC | $40.18万 | 0.00% | 2,575 | 703 | 37.6% | $10.97万 | 加仓 |
| RRC | RANGE RES CORP | $40.20万 | 0.00% | 10,811 | 5,092 | 89.0% | $18.94万 | 加仓 |
| TEX | TEREX CORP NEW | $40.28万 | 0.00% | 5,564 | 141 | 2.6% | $1.02万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $40.28万 | 0.00% | 1,625 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $40.30万 | 0.00% | 12,540 | -88 | -0.7% | -$2,828 | 减仓 |
| ENIC | ENEL CHILE SA | $40.34万 | 0.00% | 89,652 | 29,405 | 48.8% | $13.23万 | 加仓 |
| U | UNITY SOFTWARE INC | $40.37万 | 0.00% | 14,124 | 2,495 | 21.5% | $7.13万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $40.45万 | 0.00% | 4,908 | 4,908 | — | $40.45万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $40.52万 | 0.00% | 4,853 | -13,901 | -74.1% | -$116.06万 | 减仓 |
| IMNM | IMMUNOME INC | $40.53万 | 0.00% | 19,127 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $40.69万 | 0.00% | 1,391 | -1,644 | -54.2% | -$48.10万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $40.70万 | 0.00% | 5,664 | 5,664 | — | $40.70万 | 新建仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $40.72万 | 0.00% | 19,354 | 19,354 | — | $40.72万 | 新建仓 |