13F 机构持仓

Sequoia Financial Advisors, LLC

Akron OH · SEC CIK 0001599900

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$200.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 7.1%
SFGV 5.5%
IXUS 3.0%
AAPL 2.9%
NVDA 2.8%
VONG 2.2%
DFAU 2.0%
DSTL 1.8%
MSFT 1.7%
PYLD 1.6%

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
LSTR LANDSTAR SYS INC $71.58万0.00%3,461 -290-7.7% -$6.00万 减仓
DBX DROPBOX INC $71.53万0.00%26,040 -21,353-45.1% -$58.66万 减仓
AB ALLIANCEBERNSTEIN HLDG L P $71.47万0.00%20,293 8294.3% $2.92万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $71.46万0.00%25,816 25,816— $71.46万 新建仓
COO COOPER COS INC $71.29万0.00%9,942 1,16013.2% $8.32万 加仓
FMNB FARMERS NATIONAL BANC CORP $71.27万0.00%48,815 23,57393.4% $34.42万 加仓
ALB ALBEMARLE CORP $70.93万0.00%5,253 66314.4% $8.95万 加仓
RKT ROCKET COS INC $70.62万0.00%44,835 -7,527-14.4% -$11.86万 减仓
BG BUNGE GLOBAL SA $70.54万0.00%6,610 5729.5% $6.10万 加仓
CBSH COMMERCE BANCSHARES INC $70.39万0.00%12,189 8,076196.4% $46.64万 加仓
GMAB GENMAB A/S $70.32万0.00%25,599 -1,537-5.7% -$4.22万 减仓
FWONK LIBERTY MEDIA CORP DEL $70.20万0.00%7,379 861.2% $8,182 加仓
SIRI SIRIUSXM HOLDINGS INC $70.12万0.00%23,736 4,52323.5% $13.36万 加仓
MZTI MARZETTI COMPANY $70.01万0.00%6,133 3,267114.0% $37.30万 加仓
VMI VALMONT INDS INC $69.94万0.00%1,211 -17-1.4% -$9,819 减仓
CNX CNX RES CORP $69.83万0.00%20,580 1,5328.0% $5.20万 加仓
ROG ROGERS CORP $69.67万0.00%4,255 -30-0.7% -$4,912 减仓
EMLC VANECK ETF TRUST $69.50万0.00%27,192 1,0193.9% $2.60万 加仓
ECG EVERUS CONSTR GROUP $69.42万0.00%4,183 1,57160.1% $26.07万 加仓
SCHC SCHWAB STRATEGIC TR $69.33万0.00%14,408 2251.6% $1.08万 加仓
TLH ISHARES TR $69.21万0.00%6,897 -3,342-32.6% -$33.54万 减仓
BALL BALL CORP $69.12万0.00%11,077 -1,121-9.2% -$7.00万 减仓
RNST RENASANT CORP $69.06万0.00%16,233 140.1% $596 加仓
SNEX STONEX GROUP INC $69.04万0.00%5,826 1322.3% $1.56万 加仓
PEBO PEOPLES BANCORP INC $68.83万0.00%17,919 540.3% $2,074 加仓
WTW WILLIS TOWERS WATSON PLC LTD $68.75万0.00%2,630 -1,036-28.3% -$27.08万 减仓
— PRINCETON BANCORP INC $68.74万0.00%18,114 40.0% $152 加仓
VLTO VERALTO CORP $68.57万0.00%7,733 -657-7.8% -$5.83万 减仓
R RYDER SYS INC $68.50万0.00%2,597 27011.6% $7.12万 加仓
— WEBSTER FINL CORP $68.45万0.00%8,957 -276-3.0% -$2.11万 减仓
PNFP PINNACLE FINL PARTNERS INC $68.34万0.00%6,774 -885-11.6% -$8.93万 减仓
LYG LLOYDS BANKING GROUP PLC $68.34万0.00%117,216 -4,254-3.5% -$2.48万 减仓
CNI CANADIAN NATL RY CO $68.27万0.00%5,725 2063.7% $2.46万 加仓
SWX SOUTHWEST GAS HLDGS INC $68.15万0.00%7,685 1,46823.6% $13.02万 加仓
PR PERMIAN RESOURCES CORP $67.79万0.00%36,820 10,79341.5% $19.87万 加仓
STZ CONSTELLATION BRANDS INC $67.73万0.00%4,870 731.5% $1.02万 加仓
FWONA LIBERTY MEDIA CORP DEL $67.70万0.00%7,734 91013.3% $7.97万 加仓
XPO XPO INC $67.52万0.00%3,289 -138-4.0% -$2.83万 减仓
CHTR CHARTER COMMUNICATIONS INC $67.48万0.00%4,745 46310.8% $6.58万 加仓
DOCU DOCUSIGN INC $67.45万0.00%15,184 -4,574-23.2% -$20.32万 减仓
KRG KITE REALTY GROUP TRUST $67.42万0.00%23,757 -15,793-39.9% -$44.82万 减仓
GPK GRAPHIC PACKAGING HLDG CO $67.42万0.00%63,784 36,682135.3% $38.77万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $67.34万0.00%25,951 -13,197-33.7% -$34.25万 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $67.18万0.00%12,712 -46-0.4% -$2,431 减仓
IVOG VANGUARD ADMIRAL FDS INC $66.95万0.00%4,576 -53-1.1% -$7,755 减仓
BBWI BATH & BODY WORKS INC $66.82万0.00%28,887 -5,047-14.9% -$11.67万 减仓
EPR EPR PPTYS $66.71万0.00%11,499 -6,631-36.6% -$38.47万 减仓
AXTA AXALTA COATING SYS LTD $66.60万0.00%19,461 -1,440-6.9% -$4.93万 减仓
RPG INVESCO EXCHANGE TRADED FD T $66.55万0.00%10,423 00.0% — 不变
MOG/A MOOG INC $66.54万0.00%1,570 19213.9% $8.14万 加仓
AU ANGLOGOLD ASHANTI PLC $65.90万0.00%8,147 -953-10.5% -$7.71万 减仓
CHYM CHIME FINL INC $65.86万0.00%32,156 -7,386-18.7% -$15.13万 减仓
EMXC ISHARES INC $65.66万0.00%6,418 6,418— $65.66万 新建仓
— STEREOTAXIS INC $65.59万0.00%381,355 7030.2% $1,209 加仓
LII LENNOX INTL INC $65.50万0.00%1,143 -274-19.3% -$15.70万 减仓
DIOD DIODES INC $65.29万0.00%5,966 -1-0.0% -$109 减仓
IHG INTERCONTINENTAL HOTELS GROU $65.08万0.00%3,759 46714.2% $8.09万 加仓
— ARCOSA INC $65.02万0.00%4,475 1,88472.7% $27.37万 加仓
PSO PEARSON PLC $64.94万0.00%40,867 1,3343.4% $2.12万 加仓
COLM COLUMBIA SPORTSWEAR CO $64.82万0.00%10,485 3,21244.2% $19.86万 加仓
SEB SEABOARD CORP DEL $64.74万0.00%145 -15-9.4% -$6.70万 减仓
SCHJ SCHWAB STRATEGIC TR $64.72万0.00%26,246 26,246— $64.72万 新建仓
NPO ENPRO INC $64.70万0.00%1,716 342.0% $1.28万 加仓
EFX EQUIFAX INC $64.61万0.00%4,071 -175-4.1% -$2.78万 减仓
SR SPIRE INC $64.57万0.00%8,269 -2,412-22.6% -$18.84万 减仓
SAIA SAIA INC $64.56万0.00%1,533 17512.9% $7.37万 加仓
CORT CORCEPT THERAPEUTICS INC $64.54万0.00%7,423 5197.5% $4.51万 重新持有
WH WYNDHAM HOTELS & RESORTS INC $64.50万0.00%7,660 6699.6% $5.63万 加仓
CVIE MORGAN STANLEY ETF TRUST $64.45万0.00%7,581 7,581— $64.45万 新建仓
IGSB ISHARES TR $64.35万0.00%12,279 -2,753-18.3% -$14.43万 减仓
MAN MANPOWERGROUP INC WIS $64.34万0.00%19,052 10,537123.7% $35.58万 加仓
DLS WISDOMTREE TR $64.23万0.00%7,666 -442-5.5% -$3.70万 减仓
PDN INVESCO EXCH TRADED FD TR II $64.20万0.00%14,272 1300.9% $5,848 加仓
IDA IDACORP INC $64.14万0.00%4,240 -8-0.2% -$1,210 减仓
VOYA VOYA FINANCIAL INC $64.08万0.00%7,078 6329.8% $5.72万 加仓
WSO WATSCO INC $64.00万0.00%1,536 -575-27.2% -$23.96万 减仓
TCOM TRIP COM GROUP LTD $63.97万0.00%16,056 -4,357-21.3% -$17.36万 减仓
MRP MILLROSE PPTYS INC $63.94万0.00%21,279 8,37864.9% $25.18万 加仓
TNL TRAVEL PLUS LEISURE CO $63.88万0.00%8,357 -557-6.2% -$4.26万 减仓
SNDR SCHNEIDER NATIONAL INC $63.78万0.00%17,460 1,65010.4% $6.03万 加仓
BJ BJS WHSL CLUB HLDGS INC $63.71万0.00%7,305 6109.1% $5.32万 加仓
KEX KIRBY CORP $63.62万0.00%4,679 3578.3% $4.85万 加仓
CRL CHARLES RIV LABS INTL INC $63.61万0.00%2,805 -688-19.7% -$15.60万 减仓
ARES ARES MANAGEMENT CORPORATION $63.43万0.00%5,698 -1,937-25.4% -$21.56万 减仓
SE SEA LTD $63.34万0.00%6,610 -1,025-13.4% -$9.82万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $63.28万0.00%304 -33-9.8% -$6.87万 减仓
RNG RINGCENTRAL INC $63.21万0.00%16,215 -1,593-8.9% -$6.21万 减仓
SIL GLOBAL X FDS $62.88万0.00%8,118 00.0% — 不变
VCRM VANGUARD MUN BD FDS $62.82万0.00%8,222 1541.9% $1.18万 加仓
QSR RESTAURANT BRANDS INTL INC $62.77万0.00%8,657 -118-1.3% -$8,556 减仓
BY BYLINE BANCORP INC $62.72万0.00%16,654 16,654— $62.72万 新建仓
BSMW INVESCO EXCH TRD SLF IDX FD $62.71万0.00%24,945 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $62.69万0.00%23,056 -8,060-25.9% -$21.92万 减仓
EXE EXPAND ENERGY CORPORATION $62.67万0.00%6,872 1,22921.8% $11.21万 加仓
CGW INVESCO EXCH TRADED FD TR II $62.60万0.00%9,523 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $62.59万0.00%3,342 3,342— $62.59万 新建仓
FALN ISHARES TR $62.22万0.00%22,840 -62,012-73.1% -$168.92万 减仓
TK TEEKAY CORPORATION LTD $62.19万0.00%62,187 4,7818.3% $4.78万 加仓
DVA DAVITA INC $62.09万0.00%2,791 1646.2% $3.65万 加仓
APLE APPLE HOSPITALITY REIT INC $62.03万0.00%36,899 -24,076-39.5% -$40.47万 减仓