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 |
|---|---|---|---|---|---|---|---|---|
| SF | STIFEL FINL CORP | $100.26万 | 0.01% | 13,563 | -5,528 | -29.0% | -$40.86万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $100.22万 | 0.01% | 4,817 | 490 | 11.3% | $10.19万 | 加仓 |
| ILMN | ILLUMINA INC | $100.18万 | 0.01% | 8,128 | 1,331 | 19.6% | $16.40万 | 加仓 |
| FTI | TECHNIPFMC PLC | $99.70万 | 0.01% | 14,422 | -6,793 | -32.0% | -$46.96万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $99.23万 | 0.01% | 9,914 | 952 | 10.6% | $9.53万 | 加仓 |
| IVZ | INVESCO LTD | $97.99万 | 0.01% | 40,341 | -8,003 | -16.6% | -$19.44万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $97.68万 | 0.01% | 79,675 | -2,575 | -3.1% | -$3.16万 | 减仓 |
| GIS | GENERAL MILLS INC | $97.36万 | 0.01% | 26,158 | 3,520 | 15.5% | $13.10万 | 加仓 |
| PDD | PDD HOLDINGS INC | $97.19万 | 0.01% | 9,512 | 3,667 | 62.7% | $37.47万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $97.10万 | 0.01% | 39,550 | 22,101 | 126.7% | $54.26万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $97.01万 | 0.01% | 13,996 | 566 | 4.2% | $3.92万 | 加仓 |
| AVT | AVNET INC | $96.98万 | 0.01% | 15,738 | 4,187 | 36.2% | $25.80万 | 加仓 |
| IHI | ISHARES TR | $96.77万 | 0.01% | 18,138 | -10,504 | -36.7% | -$56.04万 | 减仓 |
| SUSL | ISHARES TR | $96.72万 | 0.01% | 8,514 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $96.70万 | 0.01% | 10,681 | -67 | -0.6% | -$6,066 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $96.38万 | 0.01% | 67,637 | 3,696 | 5.8% | $5.27万 | 加仓 |
| — | FB BANCORP INC | $96.33万 | 0.01% | 70,110 | 102 | 0.1% | $1,401 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $95.63万 | 0.01% | 18,825 | 11,607 | 160.8% | $58.96万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $95.50万 | 0.01% | 10,079 | 363 | 3.7% | $3.44万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $95.46万 | 0.01% | 4,834 | 442 | 10.1% | $8.73万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $95.40万 | 0.01% | 6,036 | -5,307 | -46.8% | -$83.88万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $95.36万 | 0.01% | 3,316 | 2 | 0.1% | $575 | 加仓 |
| VICR | VICOR CORP | $95.25万 | 0.01% | 5,916 | 3,981 | 205.7% | $64.09万 | 加仓 |
| SAM | BOSTON BEER INC | $94.92万 | 0.01% | 4,120 | 1,599 | 63.4% | $36.84万 | 加仓 |
| — | PARNASSUS INCOME FDS | $94.79万 | 0.01% | 37,915 | 37,915 | — | $94.79万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $93.87万 | 0.01% | 21,749 | 4,960 | 29.5% | $21.41万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $93.84万 | 0.01% | 3,180 | -65 | -2.0% | -$1.92万 | 减仓 |
| DOCU | DOCUSIGN INC | $93.67万 | 0.01% | 19,758 | 15,214 | 334.8% | $72.13万 | 加仓 |
| LOGI | LOGITECH INTL S A | $93.64万 | 0.01% | 10,277 | 3,801 | 58.7% | $34.63万 | 加仓 |
| CPRT | COPART INC | $93.55万 | 0.01% | 28,178 | -2,868 | -9.2% | -$9.52万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $92.99万 | 0.01% | 3,091 | -1,491 | -32.5% | -$44.85万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $92.53万 | 0.01% | 8,331 | 524 | 6.7% | $5.82万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $92.44万 | 0.01% | 4,282 | 260 | 6.5% | $5.61万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $92.11万 | 0.01% | 237,393 | 88,030 | 58.9% | $34.16万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $91.87万 | 0.01% | 14,447 | 2,363 | 19.6% | $15.03万 | 加仓 |
| SJM | SMUCKER J M CO | $90.90万 | 0.01% | 9,426 | -4,928 | -34.3% | -$47.52万 | 减仓 |
| ENS | ENERSYS | $90.71万 | 0.01% | 5,221 | 543 | 11.6% | $9.43万 | 加仓 |
| EPR | EPR PPTYS | $90.58万 | 0.01% | 18,130 | 8,750 | 93.3% | $43.72万 | 加仓 |
| SEB | SEABOARD CORP DEL | $90.46万 | 0.01% | 160 | -6 | -3.6% | -$3.39万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $90.30万 | 0.01% | 12,093 | 961 | 8.6% | $7.18万 | 加仓 |
| XYZ | BLOCK INC | $90.14万 | 0.01% | 14,979 | 1,563 | 11.7% | $9.41万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $89.97万 | 0.01% | 3,391 | 215 | 6.8% | $5.70万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $89.71万 | 0.01% | 34,072 | 1,699 | 5.2% | $4.47万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $89.70万 | 0.01% | 15,062 | -407 | -2.6% | -$2.42万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $89.65万 | 0.01% | 6,904 | -584 | -7.8% | -$7.58万 | 减仓 |
| HRB | BLOCK H & R INC | $89.49万 | 0.01% | 28,196 | 3,401 | 13.7% | $10.79万 | 加仓 |
| TLT | ISHARES TR | $89.28万 | 0.00% | 10,299 | 6,767 | 191.6% | $58.66万 | 加仓 |
| VST | VISTRA CORP 看跌期权 | $88.69万 | 0.00% | 5,900 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $88.59万 | 0.00% | 9,100 | 2,794 | 44.3% | $27.20万 | 加仓 |
| AEG | AEGON LTD | $88.36万 | 0.00% | 121,708 | 91,402 | 301.6% | $66.36万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $88.29万 | 0.00% | 4,452 | 872 | 24.4% | $17.29万 | 加仓 |
| SUSC | ISHARES TR | $88.09万 | 0.00% | 38,070 | -11,763 | -23.6% | -$27.22万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $87.92万 | 0.00% | 62,623 | 1,820 | 3.0% | $2.56万 | 加仓 |
| ROL | ROLLINS INC | $87.40万 | 0.00% | 16,365 | 183 | 1.1% | $9,774 | 加仓 |
| EG | EVEREST GROUP LTD | $87.31万 | 0.00% | 2,671 | 565 | 26.8% | $18.47万 | 加仓 |
| IYG | ISHARES TR | $87.24万 | 0.00% | 10,531 | 1,633 | 18.4% | $13.53万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $87.10万 | 0.00% | 34,184 | -2,048 | -5.7% | -$5.22万 | 减仓 |
| ABBV | ABBVIE INC 看跌期权 | $87.00万 | 0.00% | 4,000 | 4,000 | — | $87.00万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $86.98万 | 0.00% | 19,317 | -4,941 | -20.4% | -$22.25万 | 减仓 |
| — | GENASYS INC | $86.97万 | 0.00% | 477,883 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $86.95万 | 0.00% | 18,754 | 12,750 | 212.4% | $59.11万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $86.45万 | 0.00% | 45,143 | -2,176 | -4.6% | -$4.17万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $86.40万 | 0.00% | 6,384 | 461 | 7.8% | $6.24万 | 加仓 |
| CCK | CROWN HLDGS INC | $85.85万 | 0.00% | 8,564 | 1,412 | 19.7% | $14.15万 | 加仓 |
| PTC | PTC INC | $85.83万 | 0.00% | 6,023 | 1,459 | 32.0% | $20.79万 | 加仓 |
| COKE | COCA COLA CONS INC | $85.57万 | 0.00% | 4,463 | -663 | -12.9% | -$12.71万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $85.34万 | 0.00% | 5,596 | 794 | 16.5% | $12.11万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $85.26万 | 0.00% | 31,116 | 11,057 | 55.1% | $30.30万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $85.23万 | 0.00% | 16,150 | -6,715 | -29.4% | -$35.44万 | 减仓 |
| EWJ | ISHARES INC | $84.84万 | 0.00% | 10,047 | 276 | 2.8% | $2.33万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $84.65万 | 0.00% | 14,095 | -593 | -4.0% | -$3.56万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $84.64万 | 0.00% | 5,017 | -228 | -4.3% | -$3.85万 | 减仓 |
| WY | WEYERHAEUSER CO | $84.50万 | 0.00% | 34,587 | -1,179 | -3.3% | -$2.88万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $84.43万 | 0.00% | 6,633 | 97 | 1.5% | $1.23万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $84.25万 | 0.00% | 33,065 | 5,492 | 19.9% | $13.99万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $83.96万 | 0.00% | 17,803 | 452 | 2.6% | $2.13万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $83.75万 | 0.00% | 3,214 | -99 | -3.0% | -$2.58万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $83.57万 | 0.00% | 74,153 | -1,727 | -2.3% | -$1.95万 | 减仓 |
| ENTG | ENTEGRIS INC | $83.44万 | 0.00% | 7,117 | 839 | 13.4% | $9.84万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $83.37万 | 0.00% | 24,198 | -1,980 | -7.6% | -$6.82万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $83.34万 | 0.00% | 3,325 | -379 | -10.2% | -$9.50万 | 减仓 |
| ATI | ATI INC | $83.32万 | 0.00% | 5,728 | -1,248 | -17.9% | -$18.15万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $83.30万 | 0.00% | 7,635 | 1,464 | 23.7% | $15.97万 | 加仓 |
| FSLR | FIRST SOLAR INC | $83.30万 | 0.00% | 4,223 | 82 | 2.0% | $1.62万 | 加仓 |
| TDC | TERADATA CORP DEL | $82.80万 | 0.00% | 32,307 | 2,372 | 7.9% | $6.08万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $82.64万 | 0.00% | 5,087 | -154 | -2.9% | -$2.50万 | 减仓 |
| BIDU | BAIDU INC | $82.51万 | 0.00% | 7,405 | 202 | 2.8% | $2.25万 | 加仓 |
| RKLB | ROCKET LAB CORP | $82.48万 | 0.00% | 12,843 | 4,267 | 49.8% | $27.40万 | 加仓 |
| ALB | ALBEMARLE CORP | $82.42万 | 0.00% | 4,590 | -705 | -13.3% | -$12.66万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $82.16万 | 0.00% | 10,220 | -5,446 | -34.8% | -$43.78万 | 减仓 |
| — | AIR LEASE CORP | $81.62万 | 0.00% | 12,569 | -82,953 | -86.8% | -$538.71万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $81.61万 | 0.00% | 9,054 | 1,741 | 23.8% | $15.69万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $81.37万 | 0.00% | 13,785 | 3,926 | 39.8% | $23.18万 | 加仓 |
| CNO | CNO FINL GROUP INC | $81.22万 | 0.00% | 19,781 | -7,035 | -26.2% | -$28.89万 | 减仓 |
| PAVE | GLOBAL X FDS | $80.59万 | 0.00% | 15,861 | -228 | -1.4% | -$1.16万 | 减仓 |
| GOVT | ISHARES TR | $80.16万 | 0.00% | 34,991 | -5,154 | -12.8% | -$11.81万 | 减仓 |
| IYW | ISHARES TR | $80.15万 | 0.00% | 4,418 | -77 | -1.7% | -$1.40万 | 减仓 |
| BE | BLOOM ENERGY CORP | $79.70万 | 0.00% | 5,882 | 3,083 | 110.1% | $41.77万 | 加仓 |
| BHC | BAUSCH HEALTH COS INC 看涨期权 | $79.49万 | 0.00% | 147,200 | 102,200 | 227.1% | $55.19万 | 加仓 |
| NTES | NETEASE COM INC | $79.27万 | 0.00% | 7,082 | 912 | 14.8% | $10.21万 | 加仓 |