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 |
|---|---|---|---|---|---|---|---|---|
| PJUN | INNOVATOR ETFS TRUST | $38.79万 | 0.00% | 8,974 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD | $38.79万 | 0.00% | 16,164 | 2 | 0.0% | $48 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $38.79万 | 0.00% | 17,416 | 6,678 | 62.2% | $14.87万 | 重新持有 |
| OTEX | OPEN TEXT CORP | $38.78万 | 0.00% | 17,506 | 1,337 | 8.3% | $2.96万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $38.74万 | 0.00% | 33,000 | 33,000 | — | $38.74万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $38.67万 | 0.00% | 3,755 | -1,055 | -21.9% | -$10.86万 | 减仓 |
| CCK | CROWN HLDGS INC | $38.67万 | 0.00% | 3,458 | -5,106 | -59.6% | -$57.10万 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $38.62万 | 0.00% | 9,054 | -5,508 | -37.8% | -$23.50万 | 减仓 |
| — | QORVO INC | $38.55万 | 0.00% | 4,133 | 358 | 9.5% | $3.34万 | 重新持有 |
| VSH | VISHAY INTERTECHNOLOGY INC | $38.50万 | 0.00% | 7,159 | 7,159 | — | $38.50万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $38.50万 | 0.00% | 14,036 | -1,185 | -7.8% | -$3.25万 | 减仓 |
| BSRR | SIERRA BANCORP | $38.50万 | 0.00% | 9,445 | 9,445 | — | $38.50万 | 新建仓 |
| IJS | ISHARES TR | $38.31万 | 0.00% | 2,803 | 61 | 2.2% | $8,336 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $38.28万 | 0.00% | 11,777 | -1,212 | -9.3% | -$3.94万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $38.00万 | 0.00% | 11,337 | -7,468 | -39.7% | -$25.03万 | 重新持有 |
| DUOL | DUOLINGO INC | $37.95万 | 0.00% | 3,299 | 3,299 | — | $37.95万 | 新建仓 |
| AVA | AVISTA CORP | $37.89万 | 0.00% | 9,261 | 233 | 2.6% | $9,532 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $37.69万 | 0.00% | 918 | -22 | -2.3% | -$9,032 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $37.57万 | 0.00% | 7,947 | -426 | -5.1% | -$2.01万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $37.53万 | 0.00% | 5,524 | 1,149 | 26.3% | $7.81万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $37.53万 | 0.00% | 2,323 | 2,323 | — | $37.53万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $37.43万 | 0.00% | 16,451 | -3,549 | -17.7% | -$8.07万 | 减仓 |
| SMTC | SEMTECH CORP | $37.40万 | 0.00% | 2,311 | -443 | -16.1% | -$7.17万 | 重新持有 |
| SCHI | SCHWAB STRATEGIC TR | $37.38万 | 0.00% | 16,512 | -6,635 | -28.7% | -$15.02万 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $37.35万 | 0.00% | 4,356 | -2,799 | -39.1% | -$24.00万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $37.31万 | 0.00% | 2,432 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $37.14万 | 0.00% | 7,915 | 7,915 | — | $37.14万 | 新建仓 |
| EPAM | EPAM SYS INC | $37.12万 | 0.00% | 4,678 | 1,995 | 74.4% | $15.83万 | 重新持有 |
| — | TOPBUILD COR | $36.98万 | 0.00% | 1,043 | -209 | -16.7% | -$7.41万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $36.95万 | 0.00% | 1,169 | -35 | -2.9% | -$1.11万 | 减仓 |
| INSM | INSMED INC | $36.94万 | 0.00% | 3,465 | -920 | -21.0% | -$9.81万 | 减仓 |
| AGCO | AGCO CORP | $36.87万 | 0.00% | 3,080 | 215 | 7.5% | $2.57万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $36.77万 | 0.00% | 2,167 | -928 | -30.0% | -$15.75万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $36.77万 | 0.00% | 5,705 | -672 | -10.5% | -$4.33万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $36.73万 | 0.00% | 12,000 | 12,000 | — | $36.73万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $36.72万 | 0.00% | 3,618 | 3,618 | — | $36.72万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $36.70万 | 0.00% | 1,937 | 1,937 | — | $36.70万 | 新建仓 |
| NXT | NEXTPOWER INC | $36.65万 | 0.00% | 3,076 | 527 | 20.7% | $6.28万 | 加仓 |
| ARTY | ISHARES TR | $36.61万 | 0.00% | 4,807 | 1 | 0.0% | $76 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $36.52万 | 0.00% | 17,034 | 17,034 | — | $36.52万 | 新建仓 |
| ICF | ISHARES TR | $36.50万 | 0.00% | 5,397 | -22 | -0.4% | -$1,488 | 减仓 |
| SKYW | SKYWEST INC | $36.46万 | 0.00% | 3,670 | -1,433 | -28.1% | -$14.24万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $36.43万 | 0.00% | 7,399 | 7,399 | — | $36.43万 | 新建仓 |
| UI | UBIQUITI INC | $36.42万 | 0.00% | 682 | -166 | -19.6% | -$8.87万 | 减仓 |
| CPT | CAMDEN PPTY TR | $36.41万 | 0.00% | 3,180 | -597 | -15.8% | -$6.84万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $36.24万 | 0.00% | 3,736 | 792 | 26.9% | $7.68万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $36.05万 | 0.00% | 8,187 | -1,408 | -14.7% | -$6.20万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $35.98万 | 0.00% | 16,179 | 22 | 0.1% | $489 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $35.97万 | 0.00% | 7,300 | 1,701 | 30.4% | $8.38万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $35.96万 | 0.00% | 3,549 | -822 | -18.8% | -$8.33万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $35.91万 | 0.00% | 4,588 | -560 | -10.9% | -$4.38万 | 重新持有 |
| TIMB | TIM S A | $35.82万 | 0.00% | 16,724 | -3,995 | -19.3% | -$8.56万 | 减仓 |
| NULV | NUSHARES ETF TR | $35.74万 | 0.00% | 7,150 | 7,150 | — | $35.74万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $35.66万 | 0.00% | 928 | -32 | -3.3% | -$1.23万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $35.63万 | 0.00% | 2,490 | 298 | 13.6% | $4.26万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $35.45万 | 0.00% | 10,820 | -2,149 | -16.6% | -$7.04万 | 减仓 |
| URNM | SPROTT FDS TR | $35.37万 | 0.00% | 6,725 | 693 | 11.5% | $3.64万 | 加仓 |
| S | SENTINELONE INC | $35.31万 | 0.00% | 20,805 | -2,223 | -9.7% | -$3.77万 | 减仓 |
| — | BLACKROCK ETF TRUST | $35.27万 | 0.00% | 12,583 | 12,583 | — | $35.27万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $35.21万 | 0.00% | 14,067 | -10,600 | -43.0% | -$26.53万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $35.13万 | 0.00% | 8,300 | -518 | -5.9% | -$2.19万 | 减仓 |
| TTC | TORO CO | $35.12万 | 0.00% | 3,605 | -1,112 | -23.6% | -$10.83万 | 减仓 |
| FLO | FLOWERS FOODS INC | $35.00万 | 0.00% | 44,298 | 32,203 | 266.3% | $25.44万 | 加仓 |
| HYG | ISHARES TR | $34.97万 | 0.00% | 4,373 | 62 | 1.4% | $4,958 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $34.96万 | 0.00% | 20,946 | 5,322 | 34.1% | $8.88万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $34.92万 | 0.00% | 4,454 | 4,454 | — | $34.92万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $34.81万 | 0.00% | 16,079 | -1 | -0.0% | -$22 | 减仓 |
| MAIN | MAIN STR CAP CORP | $34.71万 | 0.00% | 6,691 | 549 | 8.9% | $2.85万 | 加仓 |
| PUK | PRUDENTIAL PLC | $34.68万 | 0.00% | 12,934 | -6,506 | -33.5% | -$17.44万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $34.60万 | 0.00% | 11,818 | -25,496 | -68.3% | -$74.65万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $34.59万 | 0.00% | 10,325 | 3,713 | 56.2% | $12.44万 | 加仓 |
| ETSY | ETSY INC | $34.53万 | 0.00% | 4,584 | 429 | 10.3% | $3.23万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $34.32万 | 0.00% | 16,694 | -6,077 | -26.7% | -$12.49万 | 减仓 |
| CVBF | CVB FINL CORP | $34.32万 | 0.00% | 15,219 | -684 | -4.3% | -$1.54万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $34.31万 | 0.00% | 923 | -70 | -7.0% | -$2.60万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $34.28万 | 0.00% | 3,355 | -2,605 | -43.7% | -$26.62万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $34.27万 | 0.00% | 21,801 | 2,921 | 15.5% | $4.59万 | 加仓 |
| FVCB | FVCBANKCORP INC | $34.22万 | 0.00% | 19,553 | 124 | 0.6% | $2,170 | 加仓 |
| WHR | WHIRLPOOL CORP | $34.19万 | 0.00% | 8,672 | 8,672 | — | $34.19万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $34.14万 | 0.00% | 10,908 | -51,396 | -82.5% | -$160.87万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $34.10万 | 0.00% | 8,426 | 7 | 0.1% | $283 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $34.09万 | 0.00% | 11,545 | -3,197 | -21.7% | -$9.44万 | 减仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $34.09万 | 0.00% | 38,432 | 7,538 | 24.4% | $6.69万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $34.02万 | 0.00% | 12,876 | 220 | 1.7% | $5,813 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $33.97万 | 0.00% | 9,335 | 1,433 | 18.1% | $5.21万 | 加仓 |
| PSN | PARSONS CORP DEL | $33.89万 | 0.00% | 6,469 | 654 | 11.2% | $3.43万 | 加仓 |
| — | VERSAMET ROYALTIES CORP | $33.83万 | 0.00% | 27,500 | 27,500 | — | $33.83万 | 新建仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $33.80万 | 0.00% | 16,358 | -7,372 | -31.1% | -$15.23万 | 减仓 |
| FCN | FTI CONSULTING INC | $33.80万 | 0.00% | 2,268 | -1,659 | -42.2% | -$24.72万 | 减仓 |
| MUSA | MURPHY USA INC | $33.79万 | 0.00% | 627 | 164 | 35.4% | $8.84万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $33.78万 | 0.00% | 16,043 | -7,592 | -32.1% | -$15.98万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $33.77万 | 0.00% | 10,176 | -1,371 | -11.9% | -$4.55万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $33.69万 | 0.00% | 3,870 | 3,870 | — | $33.69万 | 新建仓 |
| QCRH | QCR HLDGS INC | $33.66万 | 0.00% | 3,458 | 3,458 | — | $33.66万 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $33.62万 | 0.00% | 25,034 | 776 | 3.2% | $1.04万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $33.58万 | 0.00% | 2,923 | -663 | -18.5% | -$7.62万 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $33.55万 | 0.00% | 4,402 | 4,402 | — | $33.55万 | 新建仓 |
| GGB | GERDAU SA | $33.48万 | 0.00% | 82,870 | 6,376 | 8.3% | $2.58万 | 加仓 |
| AMLP | ALPS ETF TR | $33.35万 | 0.00% | 6,432 | 1,990 | 44.8% | $10.32万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $33.34万 | 0.00% | 2,338 | 2,338 | — | $33.34万 | 新建仓 |