Sequoia Financial Advisors, LLC
Akron OH · SEC CIK 0001599900
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PHO | INVESCO EXCHANGE TRADED FD T | $39.99万 | 0.00% | 5,982 | 4 | 0.1% | $267 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $39.98万 | 0.00% | 7,421 | 701 | 10.4% | $3.78万 | 加仓 |
| — | GATES INDL CORP PLC | $39.94万 | 0.00% | 17,665 | -1,097 | -5.8% | -$2.48万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $39.86万 | 0.00% | 7,273 | -1,258 | -14.7% | -$6.90万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $39.81万 | 0.00% | 6,377 | 6,377 | — | $39.81万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $39.78万 | 0.00% | 17,131 | -7,286 | -29.8% | -$16.92万 | 减仓 |
| MZTI | MARZETTI COMPANY | $39.65万 | 0.00% | 2,866 | -933 | -24.6% | -$12.91万 | 减仓 |
| FSK | FS KKR CAP CORP | $39.37万 | 0.00% | 38,673 | -32,753 | -45.9% | -$33.34万 | 减仓 |
| TS | TENARIS S A | $39.35万 | 0.00% | 6,764 | 103 | 1.5% | $5,992 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $39.30万 | 0.00% | 20,122 | -3 | -0.0% | -$59 | 减仓 |
| ALV | AUTOLIV INC | $39.26万 | 0.00% | 3,733 | 391 | 11.7% | $4.11万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $39.18万 | 0.00% | 9,595 | 206 | 2.2% | $8,411 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $38.98万 | 0.00% | 22,771 | 5,500 | 31.8% | $9.42万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $38.85万 | 0.00% | 954 | -180 | -15.9% | -$7.33万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $38.82万 | 0.00% | 21,247 | 6,113 | 40.4% | $11.17万 | 重新持有 |
| — | CHART INDS INC | $38.77万 | 0.00% | 1,875 | 8 | 0.4% | $1,654 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $38.68万 | 0.00% | 6,852 | 2,296 | 50.4% | $12.96万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $38.57万 | 0.00% | 5,315 | -3,000 | -36.1% | -$21.77万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $38.54万 | 0.00% | 1,128 | -460 | -29.0% | -$15.72万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $38.53万 | 0.00% | 6,593 | -13,364 | -67.0% | -$78.10万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $38.52万 | 0.00% | 10,472 | -2,701 | -20.5% | -$9.93万 | 减仓 |
| IXN | ISHARES TR | $38.45万 | 0.00% | 3,846 | 138 | 3.7% | $1.38万 | 加仓 |
| KMPR | KEMPER CORP | $38.38万 | 0.00% | 12,559 | 2,838 | 29.2% | $8.67万 | 加仓 |
| NGVT | INGEVITY CORP | $38.14万 | 0.00% | 5,354 | -482 | -8.3% | -$3.43万 | 减仓 |
| URNM | SPROTT FDS TR | $38.09万 | 0.00% | 6,032 | 20 | 0.3% | $1,263 | 加仓 |
| BAX | BAXTER INTL INC | $37.69万 | 0.00% | 22,437 | -4,090 | -15.4% | -$6.87万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $37.60万 | 0.00% | 2,618 | -3,089 | -54.1% | -$44.36万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $37.58万 | 0.00% | 1,797 | -1,344 | -42.8% | -$28.10万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $37.54万 | 0.00% | 8,974 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $37.53万 | 0.00% | 3,436 | -224 | -6.1% | -$2.45万 | 减仓 |
| PTNQ | PACER FDS TR | $37.47万 | 0.00% | 5,135 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $37.27万 | 0.00% | 2,192 | -676 | -23.6% | -$11.49万 | 减仓 |
| BOKF | BOK FINL CORP | $37.23万 | 0.00% | 2,907 | -1,175 | -28.8% | -$15.05万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $37.18万 | 0.00% | 2,790 | 34 | 1.2% | $4,531 | 加仓 |
| PULS | PGIM ETF TR | $37.13万 | 0.00% | 7,502 | 7,502 | — | $37.13万 | 新建仓 |
| APG | API GROUP CORP | $37.03万 | 0.00% | 9,139 | -5,444 | -37.3% | -$22.06万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $36.97万 | 0.00% | 7,972 | -1,331 | -14.3% | -$6.17万 | 减仓 |
| CPT | CAMDEN PPTY TR | $36.89万 | 0.00% | 3,777 | -7,253 | -65.8% | -$70.83万 | 减仓 |
| MRNA | MODERNA INC | $36.88万 | 0.00% | 7,260 | 7,260 | — | $36.88万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $36.84万 | 0.00% | 6,708 | 1,197 | 21.7% | $6.57万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $36.76万 | 0.00% | 11,971 | 1,403 | 13.3% | $4.31万 | 加仓 |
| ICL | ICL GROUP LTD | $36.68万 | 0.00% | 71,156 | -478 | -0.7% | -$2,464 | 减仓 |
| LAZ | LAZARD INC | $36.64万 | 0.00% | 8,625 | -1,274 | -12.9% | -$5.41万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $36.50万 | 0.00% | 14,813 | -7,031 | -32.2% | -$17.32万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $36.45万 | 0.00% | 2,118 | -1,614 | -43.2% | -$27.78万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $36.45万 | 0.00% | 2,854 | -4,733 | -62.4% | -$60.45万 | 减仓 |
| KRC | KILROY REALTY CORP | $36.43万 | 0.00% | 12,914 | -989 | -7.1% | -$2.79万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $36.37万 | 0.00% | 4,389 | 1,419 | 47.8% | $11.76万 | 加仓 |
| ZG | ZILLOW GROUP INC | $36.36万 | 0.00% | 8,785 | 4,139 | 89.1% | $17.13万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $36.31万 | 0.00% | 6,789 | -8,409 | -55.3% | -$44.98万 | 减仓 |
| AVA | AVISTA CORP | $36.24万 | 0.00% | 9,028 | 385 | 4.5% | $1.55万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $36.20万 | 0.00% | 17,736 | -6,505 | -26.8% | -$13.28万 | 减仓 |
| DRS | LEONARDO DRS INC | $36.17万 | 0.00% | 8,124 | 896 | 12.4% | $3.99万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $36.12万 | 0.00% | 12,901 | 3,219 | 33.2% | $9.01万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $35.97万 | 0.00% | 1,921 | -751 | -28.1% | -$14.06万 | 减仓 |
| OTEX | OPEN TEXT CORP | $35.96万 | 0.00% | 16,169 | 2,038 | 14.4% | $4.53万 | 加仓 |
| ABEV | AMBEV SA | $35.90万 | 0.00% | 122,955 | -4,530 | -3.6% | -$1.32万 | 减仓 |
| ULS | UL SOLUTIONS INC | $35.89万 | 0.00% | 4,187 | 4,187 | — | $35.89万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $35.77万 | 0.00% | 10,067 | -3,180 | -24.0% | -$11.30万 | 减仓 |
| LDUR | PIMCO ETF TR | $35.76万 | 0.00% | 3,732 | 198 | 5.6% | $1.90万 | 加仓 |
| IYF | ISHARES TR | $35.76万 | 0.00% | 3,039 | 269 | 9.7% | $3.17万 | 重新持有 |
| AES | AES CORP | $35.72万 | 0.00% | 25,350 | 7,030 | 38.4% | $9.91万 | 加仓 |
| ILCG | ISHARES TR | $35.71万 | 0.00% | 3,740 | 0 | 0.0% | — | 不变 |
| UGP | ULTRAPAR PARTICIPACOES SA | $35.71万 | 0.00% | 64,807 | 1,784 | 2.8% | $9,830 | 加仓 |
| GDDY | GODADDY INC | $35.70万 | 0.00% | 4,318 | 147 | 3.5% | $1.22万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $35.48万 | 0.00% | 15,221 | 15,221 | — | $35.48万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $35.38万 | 0.00% | 7,081 | -601 | -7.8% | -$3.00万 | 减仓 |
| XBI | SPDR SERIES TRUST | $35.23万 | 0.00% | 2,758 | -1,079 | -28.1% | -$13.78万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $35.19万 | 0.00% | 4,918 | 1,461 | 42.3% | $10.45万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $35.14万 | 0.00% | 9,752 | -887 | -8.3% | -$3.20万 | 减仓 |
| CLVT | CLARIVATE PLC | $35.10万 | 0.00% | 138,731 | 108,168 | 353.9% | $27.37万 | 加仓 |
| IJK | ISHARES TR | $35.04万 | 0.00% | 3,482 | -577 | -14.2% | -$5.81万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $34.86万 | 0.00% | 11,547 | 811 | 7.6% | $2.45万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $34.86万 | 0.00% | 9,393 | -3,463 | -26.9% | -$12.85万 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $34.81万 | 0.00% | 16,162 | -832 | -4.9% | -$1.79万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $34.69万 | 0.00% | 8,175 | -331 | -3.9% | -$1.40万 | 减仓 |
| DEO | DIAGEO PLC | $34.68万 | 0.00% | 4,658 | 588 | 14.4% | $4.38万 | 加仓 |
| BOXX | EA SERIES TRUST | $34.65万 | 0.00% | 2,980 | 2,980 | — | $34.65万 | 新建仓 |
| MATX | MATSON INC | $34.64万 | 0.00% | 2,113 | -927 | -30.5% | -$15.20万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $34.52万 | 0.00% | 19,448 | -758 | -3.8% | -$1.35万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $34.48万 | 0.00% | 14,742 | 6,229 | 73.2% | $14.57万 | 重新持有 |
| FSS | FEDERAL SIGNAL CORP | $34.38万 | 0.00% | 3,179 | -1,287 | -28.8% | -$13.92万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $34.37万 | 0.00% | 12,969 | 12,969 | — | $34.37万 | 新建仓 |
| USHY | ISHARES TR | $34.34万 | 0.00% | 9,320 | 366 | 4.1% | $1.35万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $34.31万 | 0.00% | 3,522 | -184 | -5.0% | -$1.79万 | 减仓 |
| HYG | ISHARES TR | $34.30万 | 0.00% | 4,311 | 775 | 21.9% | $6.17万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $34.23万 | 0.00% | 10,874 | 3,151 | 40.8% | $9.92万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $34.23万 | 0.00% | 1,291 | -173 | -11.8% | -$4.59万 | 减仓 |
| LRN | STRIDE INC | $34.22万 | 0.00% | 3,881 | 1,427 | 58.1% | $12.58万 | 重新持有 |
| IPGP | IPG PHOTONICS CORP | $34.18万 | 0.00% | 2,983 | -378 | -11.2% | -$4.33万 | 减仓 |
| FLTR | VANECK ETF TRUST | $34.05万 | 0.00% | 13,362 | 4,002 | 42.8% | $10.20万 | 加仓 |
| FOX | FOX CORP | $33.93万 | 0.00% | 6,390 | -48 | -0.7% | -$2,549 | 减仓 |
| OSIS | OSI SYSTEMS INC | $33.88万 | 0.00% | 1,276 | -247 | -16.2% | -$6.56万 | 减仓 |
| ALAB | ASTERA LABS INC | $33.86万 | 0.00% | 3,089 | -56 | -1.8% | -$6,138 | 减仓 |
| HESM | HESS MIDSTREAM LP | $33.82万 | 0.00% | 8,700 | 699 | 8.7% | $2.72万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $33.80万 | 0.00% | 18,682 | 18,682 | — | $33.80万 | 新建仓 |
| CENX | CENTURY ALUM CO | $33.75万 | 0.00% | 5,750 | 5,750 | — | $33.75万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $33.61万 | 0.00% | 16,080 | -1,988 | -11.0% | -$4.15万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $33.59万 | 0.00% | 3,586 | 125 | 3.6% | $1.17万 | 加仓 |
| HUBG | HUB GROUP INC | $33.57万 | 0.00% | 9,315 | 705 | 8.2% | $2.54万 | 加仓 |