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 |
|---|---|---|---|---|---|---|---|---|
| DDS | DILLARDS INC | $89.99万 | 0.00% | 1,703 | -87 | -4.9% | -$4.60万 | 减仓 |
| IXN | ISHARES TR | $89.82万 | 0.00% | 6,217 | 2,371 | 61.6% | $34.26万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $89.60万 | 0.00% | 19,372 | -3,480 | -15.2% | -$16.10万 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $89.37万 | 0.00% | 39,527 | 19,252 | 95.0% | $43.53万 | 加仓 |
| OMC | OMNICOM GROUP INC | $89.37万 | 0.00% | 12,271 | -7,942 | -39.3% | -$57.84万 | 减仓 |
| TRMB | TRIMBLE INC | $89.06万 | 0.00% | 17,401 | -5,576 | -24.3% | -$28.54万 | 减仓 |
| BIDU | BAIDU INC | $88.70万 | 0.00% | 7,761 | 356 | 4.8% | $4.07万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $88.22万 | 0.00% | 33,945 | -239 | -0.7% | -$6,212 | 减仓 |
| FDS | FACTSET RESH SYS INC | $88.22万 | 0.00% | 3,834 | 875 | 29.6% | $20.13万 | 加仓 |
| UMBF | UMB FINL CORP | $87.98万 | 0.00% | 6,163 | 1,929 | 45.6% | $27.54万 | 加仓 |
| BHC | BAUSCH HEALTH COS INC 看涨期权 | $87.90万 | 0.00% | 178,300 | 31,100 | 21.1% | $15.33万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $87.70万 | 0.00% | 17,942 | 1,848 | 11.5% | $9.03万 | 加仓 |
| MDB | MONGODB INC | $87.65万 | 0.00% | 2,610 | 701 | 36.7% | $23.54万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $87.63万 | 0.00% | 29,055 | 15,916 | 121.1% | $48.00万 | 重新持有 |
| MKSI | MKS INC. | $87.23万 | 0.00% | 1,961 | 516 | 35.7% | $22.95万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $87.09万 | 0.00% | 28,865 | 319 | 1.1% | $9,624 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $86.88万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD | $86.64万 | 0.00% | 65,342 | 36,065 | 123.2% | $47.82万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $86.26万 | 0.00% | 2,722 | 71 | 2.7% | $2.25万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $86.18万 | 0.00% | 2,462 | 38 | 1.6% | $1.33万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $85.80万 | 0.00% | 28,620 | 9,440 | 49.2% | $28.30万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $85.52万 | 0.00% | 10,111 | 2,129 | 26.7% | $18.01万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $85.19万 | 0.00% | 63,290 | -4,662 | -6.9% | -$6.28万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $85.18万 | 0.00% | 22,358 | 3,988 | 21.7% | $15.19万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $84.94万 | 0.00% | 6,580 | 1,421 | 27.5% | $18.34万 | 加仓 |
| IHI | ISHARES TR | $84.71万 | 0.00% | 17,145 | -993 | -5.5% | -$4.91万 | 减仓 |
| LFUS | LITTELFUSE INC | $84.60万 | 0.00% | 1,858 | -21 | -1.1% | -$9,562 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $84.11万 | 0.00% | 2,986 | -105 | -3.4% | -$2.96万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $83.95万 | 0.00% | 24,338 | 140 | 0.6% | $4,829 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $83.92万 | 0.00% | 4,674 | 942 | 25.2% | $16.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $83.81万 | 0.00% | 3,300 | -5,300 | -61.6% | -$134.60万 | 减仓 |
| IYG | ISHARES TR | $83.72万 | 0.00% | 9,254 | -1,277 | -12.1% | -$11.55万 | 减仓 |
| AES | AES CORP | $83.72万 | 0.00% | 57,105 | 31,755 | 125.3% | $46.55万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $83.69万 | 0.00% | 2,138 | 189 | 9.7% | $7.40万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $83.35万 | 0.00% | 32,282 | -783 | -2.4% | -$2.02万 | 减仓 |
| ROKU | ROKU INC | $83.13万 | 0.00% | 6,018 | 1,102 | 22.4% | $15.22万 | 加仓 |
| GOVT | ISHARES TR | $83.10万 | 0.00% | 36,481 | 1,490 | 4.3% | $3.39万 | 加仓 |
| FSLR | FIRST SOLAR INC | $82.94万 | 0.00% | 3,515 | -708 | -16.8% | -$16.71万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $82.93万 | 0.00% | 6,775 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $82.92万 | 0.00% | 1,790 | -271 | -13.1% | -$12.55万 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $82.23万 | 0.00% | 45,785 | 31,552 | 221.7% | $56.67万 | 加仓 |
| YETI | YETI HLDGS INC | $81.98万 | 0.00% | 16,542 | 2,577 | 18.5% | $12.77万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $81.83万 | 0.00% | 13,573 | -299 | -2.2% | -$1.80万 | 减仓 |
| IR | INGERSOLL RAND INC | $81.69万 | 0.00% | 9,964 | -3,371 | -25.3% | -$27.64万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $81.44万 | 0.00% | 17,771 | -72 | -0.4% | -$3,300 | 减仓 |
| P | EVERPURE INC | $81.35万 | 0.00% | 10,325 | 1,090 | 11.8% | $8.59万 | 加仓 |
| BRO | BROWN & BROWN INC | $81.19万 | 0.00% | 12,656 | 1,196 | 10.4% | $7.67万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $81.18万 | 0.00% | 17,258 | 13 | 0.1% | $612 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $80.84万 | 0.00% | 2,168 | -89 | -3.9% | -$3.32万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $80.50万 | 0.00% | 3,721 | 218 | 6.2% | $4.72万 | 加仓 |
| CPRT | COPART INC | $80.47万 | 0.00% | 28,547 | 369 | 1.3% | $1.04万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $80.05万 | 0.00% | 19,948 | 1,028 | 5.4% | $4.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $80.04万 | 0.00% | 4,000 | -2,000 | -33.3% | -$40.02万 | 减仓 |
| MHK | MOHAWK INDS INC | $79.76万 | 0.00% | 6,574 | 889 | 15.6% | $10.79万 | 加仓 |
| AIQ | GLOBAL X FDS | $79.74万 | 0.00% | 12,153 | 166 | 1.4% | $1.09万 | 加仓 |
| H | HYATT HOTELS CORP | $79.50万 | 0.00% | 4,101 | -14 | -0.3% | -$2,714 | 减仓 |
| IEX | IDEX CORP | $79.32万 | 0.00% | 3,495 | 329 | 10.4% | $7.47万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $79.23万 | 0.00% | 89,521 | 56,508 | 171.2% | $50.01万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $79.19万 | 0.00% | 46,722 | 1,579 | 3.5% | $2.68万 | 加仓 |
| DBEF | DBX ETF TR | $78.93万 | 0.00% | 14,449 | -667 | -4.4% | -$3.64万 | 减仓 |
| COKE | COCA COLA CONS INC | $78.92万 | 0.00% | 4,134 | -329 | -7.4% | -$6.28万 | 减仓 |
| PPLI | PEOPLE INC | $78.86万 | 0.00% | 17,084 | 6,382 | 59.6% | $29.46万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $78.85万 | 0.00% | 2,073 | 107 | 5.4% | $4.07万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $78.58万 | 0.00% | 5,875 | 2,321 | 65.3% | $31.05万 | 加仓 |
| RHI | ROBERT HALF INC. | $77.98万 | 0.00% | 25,400 | -1,729 | -6.4% | -$5.31万 | 重新持有 |
| QLTA | ISHARES TR | $77.70万 | 0.00% | 16,350 | -14,035 | -46.2% | -$66.69万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $77.69万 | 0.00% | 11,542 | -551 | -4.6% | -$3.71万 | 减仓 |
| HPQ | HP INC | $77.65万 | 0.00% | 35,392 | 955 | 2.8% | $2.10万 | 加仓 |
| OGE | OGE ENERGY CORP | $77.52万 | 0.00% | 15,930 | 5,018 | 46.0% | $24.42万 | 加仓 |
| MSTR | STRATEGY INC | $77.50万 | 0.00% | 8,916 | -3,800 | -29.9% | -$33.03万 | 减仓 |
| WY | WEYERHAEUSER CO | $77.38万 | 0.00% | 32,323 | -2,264 | -6.5% | -$5.42万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $77.35万 | 0.00% | 3,539 | 2,324 | 191.3% | $50.79万 | 加仓 |
| NTR | NUTRIEN LTD | $77.17万 | 0.00% | 12,259 | 1,955 | 19.0% | $12.31万 | 加仓 |
| RGLD | ROYAL GOLD INC | $77.07万 | 0.00% | 3,861 | -121 | -3.0% | -$2.42万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $76.60万 | 0.00% | 3,964 | -277 | -6.5% | -$5.35万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $76.53万 | 0.00% | 14,765 | -1,385 | -8.6% | -$7.18万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $76.07万 | 0.00% | 14,694 | 1,492 | 11.3% | $7.72万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $75.90万 | 0.00% | 25,879 | -2,325 | -8.2% | -$6.82万 | 减仓 |
| OKTA | OKTA INC | $75.77万 | 0.00% | 5,553 | -133 | -2.3% | -$1.81万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $75.36万 | 0.00% | 29,393 | 4,610 | 18.6% | $11.82万 | 加仓 |
| FMC | FMC CORP | $75.23万 | 0.00% | 65,414 | 51,768 | 379.4% | $59.53万 | 加仓 |
| AOS | SMITH A O CORP | $75.15万 | 0.00% | 11,982 | 2,613 | 27.9% | $16.39万 | 加仓 |
| MGK | VANGUARD WORLD FD | $74.95万 | 0.00% | 8,525 | 1,090 | 14.7% | $9.58万 | 加仓 |
| WDAY | WORKDAY INC | $74.90万 | 0.00% | 6,118 | -2,257 | -26.9% | -$27.63万 | 减仓 |
| DLN | WISDOMTREE TR | $74.80万 | 0.00% | 7,766 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $74.71万 | 0.00% | 14,255 | -1,689 | -10.6% | -$8.85万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $74.37万 | 0.00% | 10,387 | 1,166 | 12.6% | $8.35万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $74.27万 | 0.00% | 4,455 | -632 | -12.4% | -$10.54万 | 减仓 |
| USFR | WISDOMTREE TR | $73.80万 | 0.00% | 14,657 | 3,770 | 34.6% | $18.98万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $73.52万 | 0.00% | 3,931 | 409 | 11.6% | $7.65万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $73.22万 | 0.00% | 12,796 | 5,305 | 70.8% | $30.36万 | 加仓 |
| JD | JD.COM INC | $72.82万 | 0.00% | 28,578 | -11,191 | -28.1% | -$28.52万 | 减仓 |
| HUBS | HUBSPOT INC | $72.68万 | 0.00% | 3,982 | -6,138 | -60.7% | -$112.04万 | 减仓 |
| PINS | PINTEREST INC | $72.51万 | 0.00% | 34,481 | 2,793 | 8.8% | $5.87万 | 加仓 |
| — | CHART INDS INC | $72.23万 | 0.00% | 3,457 | 1,582 | 84.4% | $33.05万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $72.23万 | 0.00% | 4,971 | -485 | -8.9% | -$7.05万 | 减仓 |
| MOS | MOSAIC CO | $72.13万 | 0.00% | 34,042 | 12,259 | 56.3% | $25.98万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $71.97万 | 0.00% | 23,391 | 1,474 | 6.7% | $4.54万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $71.73万 | 0.00% | 7,180 | 444 | 6.6% | $4.44万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $71.71万 | 0.00% | 4,688 | -216 | -4.4% | -$3.30万 | 减仓 |