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 |
|---|---|---|---|---|---|---|---|---|
| HSIC | SCHEIN HENRY INC | $61.99万 | 0.00% | 7,422 | -1,114 | -13.1% | -$9.30万 | 减仓 |
| UGI | UGI CORP NEW | $61.99万 | 0.00% | 17,947 | 2,987 | 20.0% | $10.32万 | 加仓 |
| IBB | ISHARES TR | $61.97万 | 0.00% | 3,258 | 166 | 5.4% | $3.16万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $61.96万 | 0.00% | 8,025 | 768 | 10.6% | $5.93万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $61.91万 | 0.00% | 28,245 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $61.85万 | 0.00% | 133,866 | 75,996 | 131.3% | $35.11万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $61.74万 | 0.00% | 21,000 | 21,000 | — | $61.74万 | 新建仓 |
| ORI | OLD REP INTL CORP | $61.71万 | 0.00% | 15,081 | 593 | 4.1% | $2.43万 | 加仓 |
| CSL | CARLISLE COS INC | $61.63万 | 0.00% | 1,699 | -79 | -4.4% | -$2.87万 | 减仓 |
| PODD | INSULET CORP | $61.54万 | 0.00% | 4,042 | 834 | 26.0% | $12.70万 | 加仓 |
| HEI/A | HEICO CORP NEW | $61.49万 | 0.00% | 2,384 | 296 | 14.2% | $7.63万 | 加仓 |
| AEG | AEGON LTD | $61.37万 | 0.00% | 72,711 | -48,997 | -40.3% | -$41.35万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $61.25万 | 0.00% | 4,789 | -3,542 | -42.5% | -$45.30万 | 减仓 |
| TBBK | BANCORP INC DEL | $61.21万 | 0.00% | 9,772 | -7 | -0.1% | -$438 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $61.20万 | 0.00% | 6,811 | -108 | -1.6% | -$9,704 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $61.15万 | 0.00% | 4,865 | -115 | -2.3% | -$1.45万 | 减仓 |
| OGS | ONE GAS INC | $61.14万 | 0.00% | 7,933 | 681 | 9.4% | $5.25万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $60.83万 | 0.00% | 7,705 | -258 | -3.2% | -$2.04万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $60.80万 | 0.00% | 28,975 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $60.72万 | 0.00% | 9,903 | 1,719 | 21.0% | $10.54万 | 加仓 |
| VPU | VANGUARD WORLD FD | $60.66万 | 0.00% | 3,099 | -2,901 | -48.4% | -$56.79万 | 减仓 |
| ALLY | ALLY FINL INC | $60.64万 | 0.00% | 13,197 | 547 | 4.3% | $2.51万 | 加仓 |
| IGM | ISHARES TR | $60.62万 | 0.00% | 3,706 | 235 | 6.8% | $3.84万 | 加仓 |
| — | GBANK FINL HLDGS INC | $60.58万 | 0.00% | 19,988 | 1 | 0.0% | $30 | 加仓 |
| NMR | NOMURA HLDGS INC | $60.51万 | 0.00% | 68,922 | -97,951 | -58.7% | -$86.00万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $60.51万 | 0.00% | 12,673 | -121 | -0.9% | -$5,778 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $60.29万 | 0.00% | 13,781 | 277 | 2.1% | $1.21万 | 加仓 |
| OGC | OCEANAGOLD CORP | $60.26万 | 0.00% | 24,251 | 24,251 | — | $60.26万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $60.25万 | 0.00% | 5,961 | 225 | 3.9% | $2.27万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $60.18万 | 0.00% | 11,789 | -1,996 | -14.5% | -$10.19万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $60.11万 | 0.00% | 3,186 | 471 | 17.3% | $8.89万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $60.00万 | 0.00% | 71,852 | 50,124 | 230.7% | $41.85万 | 加仓 |
| PVH | PVH CORPORATION | $59.78万 | 0.00% | 8,050 | -1,262 | -13.6% | -$9.37万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $59.76万 | 0.00% | 12,919 | -918 | -6.6% | -$4.25万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $59.69万 | 0.00% | 24,212 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $59.69万 | 0.00% | 6,189 | -1,162 | -15.8% | -$11.21万 | 减仓 |
| WDFC | WD 40 CO | $59.67万 | 0.00% | 2,449 | -386 | -13.6% | -$9.40万 | 减仓 |
| GPC | GENUINE PARTS CO | $59.64万 | 0.00% | 5,055 | -435 | -7.9% | -$5.13万 | 减仓 |
| HXL | HEXCEL CORP NEW | $59.46万 | 0.00% | 5,942 | 602 | 11.3% | $6.02万 | 加仓 |
| RUN | SUNRUN INC | $59.37万 | 0.00% | 44,374 | 44,374 | — | $59.37万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $59.32万 | 0.00% | 4,851 | -220 | -4.3% | -$2.69万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $59.28万 | 0.00% | 12,491 | 12,491 | — | $59.28万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $59.25万 | 0.00% | 23,871 | 497 | 2.1% | $1.23万 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $59.25万 | 0.00% | 12,320 | 12,320 | — | $59.25万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $59.16万 | 0.00% | 11,252 | -2,843 | -20.2% | -$14.95万 | 减仓 |
| BANR | BANNER CORP | $59.12万 | 0.00% | 8,898 | 54 | 0.6% | $3,588 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $59.08万 | 0.00% | 12,166 | 372 | 3.2% | $1.81万 | 加仓 |
| IEI | ISHARES TR | $58.96万 | 0.00% | 5,020 | 920 | 22.4% | $10.81万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $58.75万 | 0.00% | 7,416 | 1,256 | 20.4% | $9.95万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $58.68万 | 0.00% | 1,108 | 84 | 8.2% | $4.45万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $58.47万 | 0.00% | 10,660 | 10,660 | — | $58.47万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $58.37万 | 0.00% | 5,107 | 994 | 24.2% | $11.36万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $58.06万 | 0.00% | 3,511 | 646 | 22.5% | $10.68万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $58.04万 | 0.00% | 4,177 | 1,973 | 89.5% | $27.42万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $58.04万 | 0.00% | 40,727 | -9,910 | -19.6% | -$14.12万 | 减仓 |
| REG | REGENCY CTRS CORP | $57.71万 | 0.00% | 7,238 | -1,023 | -12.4% | -$8.16万 | 减仓 |
| VFH | VANGUARD WORLD FD | $57.66万 | 0.00% | 4,381 | -735 | -14.4% | -$9.67万 | 减仓 |
| MDU | MDU RES GROUP INC | $57.60万 | 0.00% | 27,156 | 28 | 0.1% | $594 | 加仓 |
| CIB | GRUPO CIBEST SA | $57.43万 | 0.00% | 7,230 | 1,644 | 29.4% | $13.06万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $57.37万 | 0.00% | 1,938 | 346 | 21.7% | $10.24万 | 加仓 |
| GEN | GEN DIGITAL INC | $57.25万 | 0.00% | 23,001 | 149 | 0.7% | $3,709 | 加仓 |
| SSNC | SS&C TECH HLDGS | $57.16万 | 0.00% | 9,212 | 1,271 | 16.0% | $7.89万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $57.13万 | 0.00% | 51,242 | -22,911 | -30.9% | -$25.55万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $57.07万 | 0.00% | 500 | 75 | 17.6% | $8.56万 | 加仓 |
| CLFD | CLEARFIELD INC | $56.78万 | 0.00% | 14,270 | 1,837 | 14.8% | $7.31万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $56.63万 | 0.00% | 4,111 | -1,925 | -31.9% | -$26.52万 | 减仓 |
| BAP | CREDICORP LTD | $56.56万 | 0.00% | 1,452 | -12 | -0.8% | -$4,674 | 减仓 |
| SLYV | SPDR SERIES TRUST | $56.46万 | 0.00% | 5,175 | -434 | -7.7% | -$4.74万 | 减仓 |
| TFSL | TFS FINL CORP | $56.45万 | 0.00% | 31,859 | -13,559 | -29.9% | -$24.03万 | 减仓 |
| CHE | CHEMED CORP NEW | $56.31万 | 0.00% | 1,209 | 121 | 11.1% | $5.64万 | 重新持有 |
| TKO | TKO GROUP HOLDINGS INC | $56.31万 | 0.00% | 2,797 | 590 | 26.7% | $11.88万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $56.27万 | 0.00% | 5,376 | 2,556 | 90.6% | $26.75万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $56.17万 | 0.00% | 9,139 | 50 | 0.6% | $3,073 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $55.84万 | 0.00% | 8,073 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $55.74万 | 0.00% | 3,523 | 765 | 27.7% | $12.10万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $55.72万 | 0.00% | 8,193 | 3,487 | 74.1% | $23.72万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $55.69万 | 0.00% | 4,877 | 53 | 1.1% | $6,052 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $55.62万 | 0.00% | 13,692 | -37,057 | -73.0% | -$150.53万 | 减仓 |
| CCI | CROWN CASTLE INC | $55.47万 | 0.00% | 7,325 | 353 | 5.1% | $2.67万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $55.45万 | 0.00% | 14,574 | 2,603 | 21.7% | $9.90万 | 加仓 |
| SUSC | ISHARES TR | $55.43万 | 0.00% | 23,943 | -14,127 | -37.1% | -$32.71万 | 减仓 |
| VNO | VORNADO RLTY TR | $55.27万 | 0.00% | 14,064 | 3,688 | 35.5% | $14.49万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $55.26万 | 0.00% | 67,640 | -700 | -1.0% | -$5,719 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $55.13万 | 0.00% | 6,076 | 3,555 | 141.0% | $32.26万 | 加仓 |
| IYJ | ISHARES TR | $54.84万 | 0.00% | 3,291 | -697 | -17.5% | -$11.62万 | 减仓 |
| — | COLUMBIA FINL INC | $54.76万 | 0.00% | 25,804 | 9,439 | 57.7% | $20.03万 | 加仓 |
| FLR | FLUOR CORP | $54.68万 | 0.00% | 10,438 | -137 | -1.3% | -$7,177 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $54.62万 | 0.00% | 22,516 | -4,791 | -17.5% | -$11.62万 | 减仓 |
| RBC | RBC BEARINGS INC | $54.55万 | 0.00% | 847 | 306 | 56.6% | $19.71万 | 加仓 |
| QXO | QXO INC | $54.43万 | 0.00% | 31,497 | -51,427 | -62.0% | -$88.87万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $54.36万 | 0.00% | 10,984 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $54.36万 | 0.00% | 23,190 | -900 | -3.7% | -$2.11万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $54.35万 | 0.00% | 4,851 | -60 | -1.2% | -$6,722 | 减仓 |
| ICL | ICL GROUP LTD | $54.32万 | 0.00% | 109,069 | 37,913 | 53.3% | $18.88万 | 加仓 |
| KOPN | KOPIN CORP | $54.11万 | 0.00% | 120,789 | 7,444 | 6.6% | $3.33万 | 加仓 |
| MKC | MCCORMICK & CO INC | $54.10万 | 0.00% | 10,729 | 4,705 | 78.1% | $23.72万 | 加仓 |
| SUSB | ISHARES TR | $54.06万 | 0.00% | 21,633 | -19,741 | -47.7% | -$49.33万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $54.04万 | 0.00% | 22,860 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $53.97万 | 0.00% | 9,039 | -1,226 | -11.9% | -$7.32万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $53.93万 | 0.00% | 9,109 | 0 | 0.0% | — | 不变 |