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 |
|---|---|---|---|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | $53.92万 | 0.00% | 10,609 | 3,528 | 49.8% | $17.93万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $53.80万 | 0.00% | 4,270 | -2,363 | -35.6% | -$29.77万 | 减仓 |
| GNMA | ISHARES TR | $53.79万 | 0.00% | 12,161 | -2,554 | -17.4% | -$11.30万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $53.74万 | 0.00% | 3,792 | 3,792 | — | $53.74万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $53.68万 | 0.00% | 5,570 | -1,402 | -20.1% | -$13.51万 | 减仓 |
| AMRZ | AMRIZE LTD | $53.67万 | 0.00% | 10,070 | -3,243 | -24.4% | -$17.29万 | 减仓 |
| POST | POST HLDGS INC | $53.67万 | 0.00% | 6,081 | -1,394 | -18.6% | -$12.30万 | 减仓 |
| OC | OWENS CORNING NEW | $53.08万 | 0.00% | 3,339 | 1,001 | 42.8% | $15.91万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $52.99万 | 0.00% | 21,532 | -3,686 | -14.6% | -$9.07万 | 减仓 |
| CLX | CLOROX CO DEL | $52.97万 | 0.00% | 5,550 | -883 | -13.7% | -$8.43万 | 减仓 |
| STIP | ISHARES TR | $52.88万 | 0.00% | 5,176 | 147 | 2.9% | $1.50万 | 加仓 |
| OSK | OSHKOSH CORP | $52.87万 | 0.00% | 3,445 | 1,226 | 55.3% | $18.81万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $52.81万 | 0.00% | 7,216 | 1,035 | 16.7% | $7.58万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $52.79万 | 0.00% | 91,338 | -1,242 | -1.3% | -$7,179 | 减仓 |
| ONB | OLD NATL BANCORP IND | $52.73万 | 0.00% | 20,359 | -1,675 | -7.6% | -$4.34万 | 减仓 |
| PNR | PENTAIR PLC | $52.70万 | 0.00% | 6,875 | -122 | -1.7% | -$9,352 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $52.63万 | 0.00% | 12,743 | 493 | 4.0% | $2.04万 | 加仓 |
| RBA | RB GLOBAL INC | $52.59万 | 0.00% | 4,516 | 175 | 4.0% | $2.04万 | 加仓 |
| USAR | USA RARE EARTH INC | $52.54万 | 0.00% | 24,346 | 2,631 | 12.1% | $5.68万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $52.31万 | 0.00% | 6,755 | 6,755 | — | $52.31万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $52.22万 | 0.00% | 30,097 | -2,557 | -7.8% | -$4.44万 | 减仓 |
| HLN | HALEON PLC | $52.08万 | 0.00% | 56,182 | -45,880 | -45.0% | -$42.53万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $51.97万 | 0.00% | 12,316 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $51.94万 | 0.00% | 9,951 | -521 | -5.0% | -$2.72万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $51.66万 | 0.00% | 28,811 | -465 | -1.6% | -$8,337 | 减仓 |
| ROL | ROLLINS INC | $51.48万 | 0.00% | 12,334 | -4,031 | -24.6% | -$16.83万 | 减仓 |
| VALE | VALE S A | $51.48万 | 0.00% | 34,228 | -729 | -2.1% | -$1.10万 | 减仓 |
| IOT | SAMSARA INC | $51.41万 | 0.00% | 15,852 | -6,994 | -30.6% | -$22.68万 | 减仓 |
| FIVE | FIVE BELOW INC | $50.93万 | 0.00% | 2,833 | 854 | 43.2% | $15.35万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $50.89万 | 0.00% | 7,724 | 7,724 | — | $50.89万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $50.83万 | 0.00% | 7,908 | 1,315 | 19.9% | $8.45万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $50.77万 | 0.00% | 85,040 | 57 | 0.1% | $340 | 加仓 |
| IT | GARTNER INC | $50.77万 | 0.00% | 3,917 | -827 | -17.4% | -$10.72万 | 减仓 |
| TREX | TREX INC | $50.70万 | 0.00% | 10,131 | 1,567 | 18.3% | $7.84万 | 加仓 |
| ADC | AGREE RLTY CORP | $50.44万 | 0.00% | 6,659 | -3,809 | -36.4% | -$28.85万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $50.39万 | 0.00% | 10,272 | 10,272 | — | $50.39万 | 新建仓 |
| ALV | AUTOLIV INC | $50.34万 | 0.00% | 4,333 | 600 | 16.1% | $6.97万 | 加仓 |
| EUHY | ISHARES INC | $50.33万 | 0.00% | 9,344 | -1,317 | -12.4% | -$7.09万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $50.32万 | 0.00% | 17,466 | 4,174 | 31.4% | $12.03万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $50.25万 | 0.00% | 6,153 | -2,655 | -30.1% | -$21.68万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $50.20万 | 0.00% | 21,320 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $50.14万 | 0.00% | 1,751 | 29 | 1.7% | $8,304 | 加仓 |
| PTC | PTC INC | $50.12万 | 0.00% | 4,411 | -1,612 | -26.8% | -$18.32万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $50.00万 | 0.00% | 7,686 | 7,686 | — | $50.00万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $49.96万 | 0.00% | 33,438 | 20,893 | 166.5% | $31.21万 | 加仓 |
| CDW | CDW CORP | $49.82万 | 0.00% | 3,543 | 889 | 33.5% | $12.50万 | 加仓 |
| PLXS | PLEXUS CORP | $49.70万 | 0.00% | 1,653 | 167 | 11.2% | $5.02万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $49.61万 | 0.00% | 6,718 | 6,718 | — | $49.61万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $49.54万 | 0.00% | 3,300 | -194 | -5.6% | -$2.91万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $49.53万 | 0.00% | 4,486 | -28 | -0.6% | -$3,091 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $49.26万 | 0.00% | 45,446 | -5,928 | -11.5% | -$6.43万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $49.26万 | 0.00% | 10,997 | 585 | 5.6% | $2.62万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $49.11万 | 0.00% | 11,074 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $49.11万 | 0.00% | 4,510 | 57 | 1.3% | $6,207 | 加仓 |
| G | GENPACT LIMITED | $48.97万 | 0.00% | 17,806 | 6,520 | 57.8% | $17.93万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $48.93万 | 0.00% | 18,684 | -2,980 | -13.8% | -$7.80万 | 减仓 |
| — | PARNASSUS INCOME FDS | $48.75万 | 0.00% | 16,932 | -20,983 | -55.3% | -$60.42万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $48.69万 | 0.00% | 15,191 | -174 | -1.1% | -$5,577 | 减仓 |
| BMI | BADGER METER INC | $48.65万 | 0.00% | 3,279 | -359 | -9.9% | -$5.33万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $48.59万 | 0.00% | 5,398 | 329 | 6.5% | $2.96万 | 加仓 |
| INGR | INGREDION INC | $48.56万 | 0.00% | 5,127 | -9,149 | -64.1% | -$86.65万 | 减仓 |
| APTV | APTIV PLC | $48.54万 | 0.00% | 7,908 | 846 | 12.0% | $5.19万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $48.46万 | 0.00% | 12,733 | -3,837 | -23.2% | -$14.60万 | 减仓 |
| PBF | PBF ENERGY INC | $48.39万 | 0.00% | 10,631 | 5,969 | 128.0% | $27.17万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $48.18万 | 0.00% | 6,182 | 23 | 0.4% | $1,793 | 加仓 |
| MCBS | METROCITY BANKSHARES INC | $47.98万 | 0.00% | 13,369 | 13,369 | — | $47.98万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $47.64万 | 0.00% | 3,859 | -36 | -0.9% | -$4,444 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $47.62万 | 0.00% | 22,139 | 11,733 | 112.8% | $25.24万 | 加仓 |
| BAX | BAXTER INTL INC | $47.59万 | 0.00% | 22,322 | -115 | -0.5% | -$2,452 | 减仓 |
| SPYD | SPDR SERIES TRUST | $47.58万 | 0.00% | 9,973 | -411 | -4.0% | -$1.96万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $47.58万 | 0.00% | 1,807 | 10 | 0.6% | $2,633 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $47.53万 | 0.00% | 15,945 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $47.53万 | 0.00% | 9,645 | 18 | 0.2% | $887 | 加仓 |
| NVMI | NOVA LTD | $47.51万 | 0.00% | 875 | -112 | -11.3% | -$6.08万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $47.49万 | 0.00% | 3,024 | 3,024 | — | $47.49万 | 新建仓 |
| MRNA | MODERNA INC | $47.45万 | 0.00% | 6,776 | -484 | -6.7% | -$3.39万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $47.38万 | 0.00% | 2,956 | -76 | -2.5% | -$1.22万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $47.31万 | 0.00% | 4,452 | 32 | 0.7% | $3,400 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $47.18万 | 0.00% | 5,309 | 920 | 21.0% | $8.18万 | 加仓 |
| SSL | SASOL LTD | $47.01万 | 0.00% | 47,869 | 12,529 | 35.5% | $12.30万 | 加仓 |
| CAC | CAMDEN NATL CORP | $46.96万 | 0.00% | 8,661 | 8,661 | — | $46.96万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $46.87万 | 0.00% | 4,250 | -15 | -0.4% | -$1,654 | 减仓 |
| BOND | PIMCO ETF TR | $46.84万 | 0.00% | 5,079 | -198 | -3.8% | -$1.83万 | 减仓 |
| AA | ALCOA CORP | $46.74万 | 0.00% | 8,964 | 2,706 | 43.2% | $14.11万 | 加仓 |
| NICE | NICE LTD | $46.68万 | 0.00% | 5,138 | -517 | -9.1% | -$4.70万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $46.48万 | 0.00% | 20,069 | 168 | 0.8% | $3,891 | 加仓 |
| RBLX | ROBLOX CORP | $46.41万 | 0.00% | 8,535 | -2,672 | -23.8% | -$14.53万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $46.35万 | 0.00% | 8,485 | 651 | 8.3% | $3.56万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $46.09万 | 0.00% | 26,476 | 6,748 | 34.2% | $11.75万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $46.00万 | 0.00% | 17,745 | 345 | 2.0% | $8,942 | 加仓 |
| ABEV | AMBEV SA | $45.97万 | 0.00% | 146,396 | 23,441 | 19.1% | $7.36万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $45.84万 | 0.00% | 7,241 | 2,106 | 41.0% | $13.33万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $45.83万 | 0.00% | 7,304 | -550 | -7.0% | -$3.45万 | 减仓 |
| ENVA | ENOVA INTL INC | $45.81万 | 0.00% | 1,903 | 86 | 4.7% | $2.07万 | 加仓 |
| CELC | CELCUITY INC | $45.74万 | 0.00% | 4,372 | 33 | 0.8% | $3,452 | 加仓 |
| MNDY | MONDAY COM LTD | $45.69万 | 0.00% | 6,312 | 2,373 | 60.2% | $17.18万 | 加仓 |
| PTNQ | PACER FDS TR | $45.52万 | 0.00% | 5,135 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC | $45.40万 | 0.00% | 18,591 | 18,591 | — | $45.40万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $45.36万 | 0.00% | 28,068 | 2,559 | 10.0% | $4.14万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $45.32万 | 0.00% | 4,613 | 0 | 0.0% | — | 不变 |