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 |
|---|---|---|---|---|---|---|---|---|
| RUSHA | RUSH ENTERPRISES INC | $28.59万 | 0.00% | 4,325 | 4,325 | — | $28.59万 | 新建仓 |
| EPP | ISHARES INC | $28.46万 | 0.00% | 5,355 | -4 | -0.1% | -$213 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $28.30万 | 0.00% | 11,862 | 83 | 0.7% | $1,980 | 加仓 |
| ABCB | AMERIS BANCORP | $28.26万 | 0.00% | 3,624 | -1,422 | -28.2% | -$11.09万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $28.23万 | 0.00% | 1,496 | 141 | 10.4% | $2.66万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $27.99万 | 0.00% | 2,103 | -396 | -15.8% | -$5.27万 | 减仓 |
| ACM | AECOM | $27.93万 | 0.00% | 3,293 | -1,474 | -30.9% | -$12.50万 | 减仓 |
| RDDT | REDDIT INC | $27.89万 | 0.00% | 2,071 | -725 | -25.9% | -$9.76万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $27.85万 | 0.00% | 8,303 | -3,542 | -29.9% | -$11.88万 | 减仓 |
| RXI | ISHARES TR | $27.73万 | 0.00% | 1,487 | 31 | 2.1% | $5,780 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $27.63万 | 0.00% | 2,213 | 373 | 20.3% | $4.66万 | 加仓 |
| GGB | GERDAU SA | $27.61万 | 0.00% | 76,494 | 4,151 | 5.7% | $1.50万 | 加仓 |
| DY | DYCOM INDS INC | $27.61万 | 0.00% | 815 | -630 | -43.6% | -$21.35万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $27.61万 | 0.00% | 8,419 | 4 | 0.0% | $131 | 加仓 |
| — | ARCOSA INC | $27.50万 | 0.00% | 2,591 | -1,039 | -28.6% | -$11.03万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $27.38万 | 0.00% | 4,706 | 4,706 | — | $27.38万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $27.38万 | 0.00% | 4,857 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $27.33万 | 0.00% | 2,314 | -251 | -9.8% | -$2.96万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $27.29万 | 0.00% | 2,282 | -2,298 | -50.2% | -$27.48万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $27.24万 | 0.00% | 6,777 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $27.22万 | 0.00% | 3,939 | 3,939 | — | $27.22万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $27.20万 | 0.00% | 6,310 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $27.08万 | 0.00% | 3,333 | 354 | 11.9% | $2.88万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $27.03万 | 0.00% | 3,687 | 3,687 | — | $27.03万 | 新建仓 |
| FORM | FORMFACTOR INC | $27.02万 | 0.00% | 2,786 | 2,786 | — | $27.02万 | 新建仓 |
| VNO | VORNADO RLTY TR | $26.97万 | 0.00% | 10,376 | 10,376 | — | $26.97万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $26.94万 | 0.00% | 27,102 | -1,554 | -5.4% | -$1.54万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $26.92万 | 0.00% | 2,204 | -4,898 | -69.0% | -$59.82万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $26.92万 | 0.00% | 5,856 | -85 | -1.4% | -$3,907 | 减仓 |
| KMX | CARMAX INC | $26.86万 | 0.00% | 6,460 | 311 | 5.1% | $1.29万 | 加仓 |
| PATH | UIPATH INC | $26.84万 | 0.00% | 24,184 | 3,997 | 19.8% | $4.44万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $26.82万 | 0.00% | 3,536 | 398 | 12.7% | $3.02万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $26.79万 | 0.00% | 57,870 | 22,268 | 62.5% | $10.31万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $26.76万 | 0.00% | 796 | 12 | 1.5% | $4,034 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $26.73万 | 0.00% | 3,038 | 3,038 | — | $26.73万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $26.67万 | 0.00% | 7,351 | 258 | 3.6% | $9,359 | 加仓 |
| IXP | ISHARES TR | $26.66万 | 0.00% | 2,321 | -57 | -2.4% | -$6,547 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $26.58万 | 0.00% | 3,228 | -2,638 | -45.0% | -$21.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.51万 | 0.00% | 9,726 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $26.50万 | 0.00% | 14,132 | 797 | 6.0% | $1.49万 | 加仓 |
| GFF | GRIFFON CORP | $26.49万 | 0.00% | 3,644 | -183 | -4.8% | -$1.33万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $26.47万 | 0.00% | 5,271 | -325 | -5.8% | -$1.63万 | 减仓 |
| UTES | ETFIS SER TR I | $26.43万 | 0.00% | 3,308 | 13 | 0.4% | $1,039 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $26.37万 | 0.00% | 2,981 | -578 | -16.2% | -$5.11万 | 减仓 |
| PFXF | VANECK ETF TRUST | $26.28万 | 0.00% | 14,980 | -702 | -4.5% | -$1.23万 | 减仓 |
| IGV | ISHARES TR | $26.24万 | 0.00% | 3,278 | 400 | 13.9% | $3.20万 | 加仓 |
| BSY | BENTLEY SYS INC | $26.23万 | 0.00% | 7,470 | 1,708 | 29.6% | $6.00万 | 加仓 |
| GLDM | WORLD GOLD TR | $26.21万 | 0.00% | 2,828 | 2,828 | — | $26.21万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $26.15万 | 0.00% | 14,512 | 381 | 2.7% | $6,866 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $26.12万 | 0.00% | 3,648 | -4,841 | -57.0% | -$34.67万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $25.98万 | 0.00% | 3,366 | -4,127 | -55.1% | -$31.85万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $25.97万 | 0.00% | 5,431 | 5,431 | — | $25.97万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $25.93万 | 0.00% | 7,074 | 7,074 | — | $25.93万 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC | $25.91万 | 0.00% | 2,424 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $25.88万 | 0.00% | 4,375 | -7,291 | -62.5% | -$43.12万 | 减仓 |
| RRC | RANGE RES CORP | $25.84万 | 0.00% | 5,719 | 5,719 | — | $25.84万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $25.78万 | 0.00% | 15,239 | 15,239 | — | $25.78万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $25.65万 | 0.00% | 993 | -90 | -8.3% | -$2.32万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $25.56万 | 0.00% | 9,369 | -457 | -4.7% | -$1.25万 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $25.55万 | 0.00% | 10,738 | 1 | 0.0% | $24 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $25.53万 | 0.00% | 7,645 | 618 | 8.8% | $2.06万 | 加仓 |
| U | UNITY SOFTWARE INC | $25.51万 | 0.00% | 11,629 | 2,722 | 30.6% | $5.97万 | 加仓 |
| KOPN | KOPIN CORP | $25.50万 | 0.00% | 113,345 | 45,232 | 66.4% | $10.18万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $25.45万 | 0.00% | 2,462 | -200 | -7.5% | -$2.07万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $25.45万 | 0.00% | 940 | 940 | — | $25.45万 | 新建仓 |
| OC | OWENS CORNING NEW | $25.30万 | 0.00% | 2,338 | -1,234 | -34.5% | -$13.36万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $25.29万 | 0.00% | 1,215 | 1,215 | — | $25.29万 | 新建仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $25.22万 | 0.00% | 3,397 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $25.15万 | 0.00% | 7,176 | -1,414 | -16.5% | -$4.96万 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO | $25.09万 | 0.00% | 6,823 | 6,823 | — | $25.09万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $25.09万 | 0.00% | 8,515 | -3,527 | -29.3% | -$10.39万 | 减仓 |
| AGX | ARGAN INC | $24.84万 | 0.00% | 456 | 456 | — | $24.84万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $24.78万 | 0.00% | 26,135 | 11,787 | 82.2% | $11.17万 | 重新持有 |
| CLF | CLEVELAND-CLIFFS INC NEW | $24.76万 | 0.00% | 29,303 | 6,145 | 26.5% | $5.19万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $24.76万 | 0.00% | 9,303 | 1,511 | 19.4% | $4.02万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $24.73万 | 0.00% | 4,517 | 4,517 | — | $24.73万 | 新建仓 |
| ENVA | ENOVA INTL INC | $24.68万 | 0.00% | 1,817 | 195 | 12.0% | $2.65万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $24.65万 | 0.00% | 16,040 | 4,328 | 37.0% | $6.65万 | 加仓 |
| CR | CRANE COMPANY | $24.65万 | 0.00% | 1,441 | -437 | -23.3% | -$7.48万 | 减仓 |
| MFA | MFA FINL INC | $24.61万 | 0.00% | 25,694 | 448 | 1.8% | $4,292 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $24.60万 | 0.00% | 1,681 | -601 | -26.3% | -$8.80万 | 减仓 |
| ILF | ISHARES TR | $24.54万 | 0.00% | 6,910 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $24.50万 | 0.00% | 10,363 | 2,324 | 28.9% | $5.49万 | 重新持有 |
| QLYS | QUALYS INC | $24.42万 | 0.00% | 2,780 | -2,324 | -45.5% | -$20.42万 | 减仓 |
| VDC | VANGUARD WORLD FD | $24.30万 | 0.00% | 1,082 | 8 | 0.7% | $1,797 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $24.18万 | 0.00% | 7,902 | 236 | 3.1% | $7,222 | 重新持有 |
| USRT | ISHARES TR | $24.15万 | 0.00% | 4,080 | 26 | 0.6% | $1,539 | 加仓 |
| LPG | DORIAN LPG LTD | $24.06万 | 0.00% | 7,034 | 7,034 | — | $24.06万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $24.04万 | 0.00% | 1,204 | 1,204 | — | $24.04万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $24.03万 | 0.00% | 6,768 | -3,361 | -33.2% | -$11.93万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $24.01万 | 0.00% | 6,597 | 6,597 | — | $24.01万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $24.00万 | 0.00% | 2,235 | -85 | -3.7% | -$9,128 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $23.87万 | 0.00% | 2,258 | -1,846 | -45.0% | -$19.51万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $23.86万 | 0.00% | 6,073 | 6,073 | — | $23.86万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $23.85万 | 0.00% | 44,158 | 19,000 | 75.5% | $10.26万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.82万 | 0.00% | 5,599 | 781 | 16.2% | $3.32万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $23.79万 | 0.00% | 17,623 | -4,258 | -19.5% | -$5.75万 | 减仓 |
| ENIC | ENEL CHILE SA | $23.74万 | 0.00% | 60,247 | 35,406 | 142.5% | $13.95万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $23.69万 | 0.00% | 5,120 | 9 | 0.2% | $416 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $23.60万 | 0.00% | 7,650 | -937 | -10.9% | -$2.89万 | 减仓 |