13F 机构持仓

Sequoia Financial Advisors, LLC

Akron OH · SEC CIK 0001599900

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.8%
SFGV 5.8%
IXUS 2.9%
AAPL 2.8%
NVDA 2.6%
VONG 2.1%
DSTL 1.9%
DFAU 1.9%
MSFT 1.7%
JPIE 1.6%

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
ASB ASSOCIATED BANC-CORP $56.68万0.00%21,917 -1,562-6.7% -$4.04万 减仓
WTS WATTS WATER TECHNOLOGIES INC $56.58万0.00%1,949 -314-13.9% -$9.12万 减仓
SBS COMPANHIA DE SANEAMENTO BASI $56.49万0.00%18,516 1730.9% $5,278 加仓
FHN FIRST HORIZON CORPORATION $56.41万0.00%24,783 2,64712.0% $6.02万 加仓
BSMS INVESCO EXCH TRD SLF IDX FD $56.36万0.00%24,090 -5,790-19.4% -$13.55万 减仓
MDU MDU RES GROUP INC $56.21万0.00%27,128 2,94512.2% $6.10万 加仓
MHK MOHAWK INDS INC $55.97万0.00%5,685 1011.8% $9,944 加仓
SCHR SCHWAB STRATEGIC TR $55.96万0.00%22,464 -11,019-32.9% -$27.45万 减仓
AIQ GLOBAL X FDS $55.94万0.00%11,987 1551.3% $7,234 加仓
FER FERROVIAL SE $55.94万0.00%8,599 8,599— $55.94万 新建仓
EUHY ISHARES INC $55.93万0.00%10,661 10,661— $55.93万 新建仓
PGX INVESCO EXCH TRADED FD TR II $55.89万0.00%51,374 -4,037-7.3% -$4.39万 减仓
VALE VALE S A $55.62万0.00%34,957 -6,964-16.6% -$11.08万 减仓
MOS MOSAIC CO $55.55万0.00%21,783 6,24340.2% $15.92万 加仓
GRAB GRAB HOLDINGS LIMITED $55.53万0.00%151,710 81,902117.3% $29.98万 加仓
PR PERMIAN RESOURCES CORP $55.49万0.00%26,027 -386-1.5% -$8,229 减仓
EHC ENCOMPASS HEALTH CORP $55.48万0.00%5,736 -2,527-30.6% -$24.44万 减仓
DKNG DRAFTKINGS INC NEW $55.44万0.00%25,645 10,07164.7% $21.77万 加仓
BMI BADGER METER INC $55.42万0.00%3,638 -413-10.2% -$6.29万 减仓
GDXJ VANECK ETF TRUST $55.37万0.00%4,613 75819.7% $9.10万 加仓
PUK PRUDENTIAL PLC $55.27万0.00%19,440 6,12446.0% $17.41万 加仓
SW SMURFIT WESTROCK PLC $55.14万0.00%13,837 2,88626.4% $11.50万 加仓
EWBC EAST WEST BANCORP INC $55.08万0.00%5,159 -1,096-17.5% -$11.70万 减仓
TIMB TIM S A $54.88万0.00%20,719 -1,965-8.7% -$5.21万 减仓
USFR WISDOMTREE TR $54.81万0.00%10,887 6,157130.2% $31.00万 加仓
FNDC SCHWAB STRATEGIC TR $54.68万0.00%11,794 1,17011.0% $5.42万 加仓
MGK VANGUARD WORLD FD $54.64万0.00%1,487 00.0% — 不变
SPGP INVESCO EXCHANGE TRADED FD T $54.57万0.00%5,071 -240-4.5% -$2.58万 减仓
TTD THE TRADE DESK INC $54.55万0.00%24,039 12,392106.4% $28.12万 加仓
P EVERPURE INC $54.52万0.00%9,235 3,20253.1% $18.90万 加仓
EXEL EXELIXIS INC $54.49万0.00%12,704 -4,651-26.8% -$19.95万 减仓
UGI UGI CORP NEW $54.48万0.00%14,960 -1,104-6.9% -$4.02万 减仓
DINO HF SINCLAIR CORP $54.21万0.00%8,690 -5,903-40.5% -$36.83万 减仓
BSMR INVESCO EXCH TRD SLF IDX FD $54.07万0.00%22,860 -5,539-19.5% -$13.10万 减仓
SWX SOUTHWEST GAS HLDGS INC $54.03万0.00%6,217 -1,769-22.2% -$15.37万 减仓
BANR BANNER CORP $53.67万0.00%8,844 -766-8.0% -$4.65万 减仓
SSNC SS&C TECH HLDGS $53.66万0.00%7,941 -6,252-44.0% -$42.24万 减仓
— GBANK FINL HLDGS INC $53.49万0.00%19,987 19,987— $53.49万 新建仓
PK PARK HOTELS & RESORTS INC $53.32万0.00%50,637 27,270116.7% $28.72万 加仓
FWONA LIBERTY MEDIA CORP DEL $53.28万0.00%6,824 2,05943.2% $16.08万 加仓
GUNR FLEXSHARES TR $53.10万0.00%9,627 90.1% $496 加仓
SLYV SPDR SERIES TRUST $53.05万0.00%5,609 300.5% $2,837 加仓
HRL HORMEL FOODS CORP $52.94万0.00%23,374 -358-1.5% -$8,109 减仓
PBR PETROLEO BRASILEIRO S A $52.93万0.00%25,509 3,00213.3% $6.23万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $52.81万0.00%31,584 4,55016.8% $7.61万 加仓
SPB SPECTRUM BRANDS HOLDINGS INC $52.73万0.00%7,155 3,10376.6% $22.87万 加仓
TBBK BANCORP INC DEL $52.54万0.00%9,779 -571-5.5% -$3.07万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $52.53万0.00%5,596 1,63841.4% $15.38万 加仓
TAP MOLSON COORS BEVERAGE CO $52.53万0.00%12,198 -3,647-23.0% -$15.70万 减仓
SCHI SCHWAB STRATEGIC TR $52.50万0.00%23,147 -2,260-8.9% -$5.13万 减仓
OGE OGE ENERGY CORP $52.33万0.00%10,912 -89-0.8% -$4,268 减仓
IBB ISHARES TR $52.21万0.00%3,092 -367-10.6% -$6.20万 减仓
FLS FLOWSERVE CORP $52.17万0.00%7,097 -1,633-18.7% -$12.00万 减仓
CEF SPROTT ASSET MANAGEMENT LP $52.04万0.00%10,905 10,905— $52.04万 新建仓
STIP ISHARES TR $52.02万0.00%5,029 00.0% — 不变
PSO PEARSON PLC $51.91万0.00%39,533 12,52646.4% $16.45万 加仓
LKQ LKQ CORP $51.74万0.00%17,618 -1,590-8.3% -$4.67万 减仓
SILJ AMPLIFY ETF TR $51.71万0.00%17,400 1,77411.4% $5.27万 加仓
FXD FIRST TR EXCHANGE-TRADED FD $51.68万0.00%8,073 00.0% — 不变
ZTO ZTO EXPRESS CAYMAN INC $51.22万0.00%20,348 1,2076.3% $3.04万 加仓
YETI YETI HLDGS INC $51.10万0.00%13,965 9367.2% $3.42万 加仓
STM STMICROELECTRONICS N V $50.84万0.00%14,713 6,98790.4% $24.14万 加仓
ONDS ONDAS INC $50.77万0.00%56,162 41,162274.4% $37.21万 加仓
BEKE KE HLDGS INC $50.76万0.00%33,911 21,780179.5% $32.60万 加仓
PJAN INNOVATOR ETFS TRUST $50.67万0.00%10,984 00.0% — 不变
FELG FIDELITY COVINGTON TRUST $50.63万0.00%13,504 13,504— $50.63万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $50.46万0.00%9,089 -66-0.7% -$3,664 减仓
— PLDT INC $50.46万0.00%23,983 1900.8% $3,998 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $50.37万0.00%21,320 -5,189-19.6% -$12.26万 减仓
— PROSHARES TR $50.18万0.00%6,400 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $50.16万0.00%3,354 63523.4% $9.50万 加仓
SANM SANMINA CORP $50.07万0.00%3,862 -1,160-23.1% -$15.04万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $49.99万0.00%23,635 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $49.94万0.00%12,989 -1,614-11.1% -$6.21万 减仓
STWD STARWOOD PPTY TR INC $49.92万0.00%28,989 14,35798.1% $24.72万 加仓
ORA ORMAT TECHNOLOGIES INC $49.84万0.00%4,453 -1,662-27.2% -$18.60万 减仓
AYI ACUITY INC $49.77万0.00%1,776 -1,231-40.9% -$34.50万 减仓
NAPR INNOVATOR ETFS TRUST $49.75万0.00%9,109 00.0% — 不变
BAP CREDICORP LTD $49.66万0.00%1,464 -38-2.5% -$1.29万 减仓
ALLY ALLY FINL INC $49.63万0.00%12,650 -9,103-41.8% -$35.71万 减仓
PBH PRESTIGE CONSMR HEALTHCARE I $49.63万0.00%8,373 -350-4.0% -$2.07万 减仓
SUI SUN CMNTYS INC $49.55万0.00%3,933 1,50061.7% $18.90万 加仓
CELC CELCUITY INC $49.53万0.00%4,339 741.7% $8,446 加仓
ACT ENACT HLDGS INC $49.48万0.00%12,125 5,89094.5% $24.04万 加仓
FLR FLUOR CORP $49.33万0.00%10,575 2,33128.3% $10.87万 加仓
MEDP MEDPACE HLDGS INC $49.17万0.00%1,024 -600-36.9% -$28.81万 减仓
RIVN RIVIAN AUTOMOTIVE INC $49.14万0.00%32,654 6,80726.3% $10.24万 加仓
BSCY INVESCO EXCH TRD SLF IDX FD $49.12万0.00%23,730 00.0% — 不变
VMI VALMONT INDS INC $49.06万0.00%1,228 -278-18.5% -$11.11万 减仓
APTV APTIV PLC $49.04万0.00%7,062 -3,279-31.7% -$22.77万 减仓
PAPR INNOVATOR ETFS TRUST $49.02万0.00%12,316 -80-0.6% -$3,184 减仓
PMAY INNOVATOR ETFS TRUST $48.93万0.00%12,250 00.0% — 不变
SLG SL GREEN RLTY CORP $48.77万0.00%13,202 -456-3.3% -$1.68万 减仓
RPG INVESCO EXCHANGE TRADED FD T $48.72万0.00%10,423 00.0% — 不变
BOND PIMCO ETF TR $48.70万0.00%5,277 2,44686.4% $22.57万 加仓
ONB OLD NATL BANCORP IND $48.70万0.00%22,034 -5,680-20.5% -$12.55万 减仓
IEI ISHARES TR $48.63万0.00%4,100 -10-0.2% -$1,186 减仓
EXPO EXPONENT INC $48.49万0.00%7,431 -5,727-43.5% -$37.37万 减仓
DAR DARLING INGREDIENTS INC $48.45万0.00%7,834 -1,575-16.7% -$9.74万 减仓
ONC BEONE MEDICINES LTD $48.35万0.00%1,628 654.2% $1.93万 加仓