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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF SER SOLUTIONS | $33.32万 | 0.00% | 10,206 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $33.31万 | 0.00% | 7,035 | 2,565 | 57.4% | $12.15万 | 重新持有 |
| ALG | ALAMO GROUP INC | $33.25万 | 0.00% | 2,021 | 2,021 | — | $33.25万 | 新建仓 |
| ACMR | ACM RESH INC | $33.19万 | 0.00% | 2,616 | 2,616 | — | $33.19万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $33.17万 | 0.00% | 2,580 | 2,580 | — | $33.17万 | 新建仓 |
| — | NUVALENT INC | $33.16万 | 0.00% | 2,685 | 2,685 | — | $33.16万 | 新建仓 |
| — | STELLAR BANCORP INC | $33.13万 | 0.00% | 8,427 | 8,427 | — | $33.13万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $33.01万 | 0.00% | 3,079 | 3,079 | — | $33.01万 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $32.97万 | 0.00% | 6,580 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $32.95万 | 0.00% | 7,531 | -147 | -1.9% | -$6,432 | 减仓 |
| SN | SHARKNINJA INC | $32.90万 | 0.00% | 2,161 | -549 | -20.3% | -$8.36万 | 减仓 |
| CG | CARLYLE GROUP INC | $32.82万 | 0.00% | 7,794 | -496 | -6.0% | -$2.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $32.73万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $32.71万 | 0.00% | 8,700 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $32.62万 | 0.00% | 7,783 | 432 | 5.9% | $1.81万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $32.55万 | 0.00% | 12,708 | 152 | 1.2% | $3,893 | 加仓 |
| TTD | THE TRADE DESK INC | $32.47万 | 0.00% | 17,959 | -6,080 | -25.3% | -$10.99万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $32.39万 | 0.00% | 64,525 | -282 | -0.4% | -$1,416 | 减仓 |
| CBNK | CAPITAL BANCORP INC MD | $32.39万 | 0.00% | 9,222 | 9,222 | — | $32.39万 | 新建仓 |
| GKOS | GLAUKOS CORP | $32.30万 | 0.00% | 2,311 | 234 | 11.3% | $3.27万 | 加仓 |
| PSMT | PRICESMART INC | $32.27万 | 0.00% | 1,652 | -327 | -16.5% | -$6.39万 | 减仓 |
| MGEE | MGE ENERGY INC | $32.27万 | 0.00% | 3,957 | 3,957 | — | $32.27万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $32.26万 | 0.00% | 6,345 | 888 | 16.3% | $4.51万 | 重新持有 |
| LDUR | PIMCO ETF TR | $32.19万 | 0.00% | 3,367 | -365 | -9.8% | -$3.49万 | 减仓 |
| ADT | ADT INC DEL | $32.13万 | 0.00% | 49,432 | 31,935 | 182.5% | $20.76万 | 加仓 |
| AOM | ISHARES TR | $32.06万 | 0.00% | 6,427 | 6,427 | — | $32.06万 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $32.03万 | 0.00% | 10,422 | 10,422 | — | $32.03万 | 新建仓 |
| HL | HECLA MINING COMPANY | $32.01万 | 0.00% | 20,746 | -2,213 | -9.6% | -$3.41万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $31.98万 | 0.00% | 7,189 | 7,189 | — | $31.98万 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $31.97万 | 0.00% | 11,450 | 11,450 | — | $31.97万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $31.95万 | 0.00% | 4,377 | 52 | 1.2% | $3,795 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $31.93万 | 0.00% | 3,055 | 3,055 | — | $31.93万 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $31.92万 | 0.00% | 3,004 | -180 | -5.7% | -$1.91万 | 减仓 |
| UUUU | ENERGY FUELS INC | $31.89万 | 0.00% | 21,996 | -175 | -0.8% | -$2,538 | 减仓 |
| IESC | IES HOLDINGS INC | $31.88万 | 0.00% | 434 | 434 | — | $31.88万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $31.87万 | 0.00% | 6,199 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $31.73万 | 0.00% | 2,213 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $31.71万 | 0.00% | 3,950 | 3,950 | — | $31.71万 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $31.69万 | 0.00% | 10,974 | -7,708 | -41.3% | -$22.26万 | 减仓 |
| OLN | OLIN CORP | $31.68万 | 0.00% | 15,982 | -3,220 | -16.8% | -$6.38万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $31.62万 | 0.00% | 9,728 | -51 | -0.5% | -$1,658 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $31.41万 | 0.00% | 2,409 | 2,409 | — | $31.41万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $31.40万 | 0.00% | 7,175 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $31.39万 | 0.00% | 2,784 | -80 | -2.8% | -$9,019 | 减仓 |
| IYH | ISHARES TR | $31.37万 | 0.00% | 4,681 | 12 | 0.3% | $804 | 加仓 |
| KMX | CARMAX INC | $31.24万 | 0.00% | 5,906 | -554 | -8.6% | -$2.93万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $31.24万 | 0.00% | 6,543 | -5,479 | -45.6% | -$26.16万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $31.18万 | 0.00% | 2,534 | -820 | -24.4% | -$10.09万 | 减仓 |
| FOX | FOX CORP | $31.12万 | 0.00% | 6,644 | 254 | 4.0% | $1.19万 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $31.06万 | 0.00% | 11,563 | 11,563 | — | $31.06万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $30.88万 | 0.00% | 3,129 | 3,129 | — | $30.88万 | 新建仓 |
| JOE | ST JOE CO | $30.88万 | 0.00% | 4,930 | -7 | -0.1% | -$438 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $30.87万 | 0.00% | 5,523 | 5,523 | — | $30.87万 | 新建仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $30.85万 | 0.00% | 10,688 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $30.76万 | 0.00% | 6,440 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $30.76万 | 0.00% | 4,154 | 387 | 10.3% | $2.87万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $30.74万 | 0.00% | 20,212 | 4,172 | 26.0% | $6.35万 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $30.54万 | 0.00% | 6,888 | 65 | 1.0% | $2,882 | 加仓 |
| — | FB BANCORP INC | $30.49万 | 0.00% | 20,244 | -49,866 | -71.1% | -$75.10万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $30.48万 | 0.00% | 6,947 | -2,446 | -26.0% | -$10.73万 | 减仓 |
| MTRN | MATERION CORP | $30.48万 | 0.00% | 1,025 | 1,025 | — | $30.48万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $30.43万 | 0.00% | 4,058 | -422 | -9.4% | -$3.17万 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $30.42万 | 0.00% | 1,950 | 361 | 22.7% | $5.63万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $30.40万 | 0.00% | 27,000 | 27,000 | — | $30.40万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $30.37万 | 0.00% | 4,857 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $30.27万 | 0.00% | 7,763 | 7,763 | — | $30.27万 | 新建仓 |
| AAON | AAON INC | $30.25万 | 0.00% | 2,384 | -100 | -4.0% | -$1.27万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $30.13万 | 0.00% | 11,435 | -551 | -4.6% | -$1.45万 | 减仓 |
| IYM | ISHARES TR | $30.07万 | 0.00% | 1,675 | 6 | 0.4% | $1,077 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $30.05万 | 0.00% | 3,003 | -4,840 | -61.7% | -$48.43万 | 减仓 |
| CYTK | CYTOKINETICS INC | $29.95万 | 0.00% | 3,516 | 124 | 3.7% | $1.06万 | 加仓 |
| NOVT | NOVANTA INC | $29.90万 | 0.00% | 1,843 | -471 | -20.4% | -$7.64万 | 减仓 |
| ACT | ENACT HLDGS INC | $29.89万 | 0.00% | 6,540 | -5,585 | -46.1% | -$25.53万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $29.85万 | 0.00% | 8,278 | -1,999 | -19.5% | -$7.21万 | 减仓 |
| SSRM | SSR MINING IN | $29.82万 | 0.00% | 10,544 | -201 | -1.9% | -$5,684 | 减仓 |
| ABCB | AMERIS BANCORP | $29.78万 | 0.00% | 3,299 | -325 | -9.0% | -$2.93万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $29.72万 | 0.00% | 3,180 | 142 | 4.7% | $1.33万 | 加仓 |
| MNKD | MANNKIND CORP | $29.69万 | 0.00% | 69,703 | 20,480 | 41.6% | $8.72万 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $29.68万 | 0.00% | 11,186 | 448 | 4.2% | $1.19万 | 加仓 |
| PDD | PDD HOLDINGS INC | $29.63万 | 0.00% | 3,885 | -5,627 | -59.2% | -$42.92万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $29.60万 | 0.00% | 3,395 | -2 | -0.1% | -$174 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $29.58万 | 0.00% | 3,629 | 27 | 0.7% | $2,201 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $29.54万 | 0.00% | 8,644 | 2,571 | 42.3% | $8.79万 | 加仓 |
| BEKE | KE HLDGS INC | $29.54万 | 0.00% | 20,332 | -13,579 | -40.0% | -$19.73万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $29.53万 | 0.00% | 2,935 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $29.52万 | 0.00% | 988 | 197 | 24.9% | $5.89万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $29.42万 | 0.00% | 22,843 | 22,843 | — | $29.42万 | 新建仓 |
| NLR | VANECK ETF TRUST | $29.40万 | 0.00% | 2,535 | 829 | 48.6% | $9.61万 | 加仓 |
| MMS | MAXIMUS INC | $29.36万 | 0.00% | 5,461 | -1,042 | -16.0% | -$5.60万 | 重新持有 |
| PRM | PERIMETER SOLUTIONS INC | $29.31万 | 0.00% | 8,221 | -303 | -3.6% | -$1.08万 | 重新持有 |
| POCT | INNOVATOR ETFS TRUST | $29.28万 | 0.00% | 6,310 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $29.27万 | 0.00% | 13,996 | 13,996 | — | $29.27万 | 新建仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $29.26万 | 0.00% | 6,183 | 6,183 | — | $29.26万 | 新建仓 |
| DOX | AMDOCS LTD | $29.17万 | 0.00% | 5,771 | -672 | -10.4% | -$3.40万 | 减仓 |
| BANF | BANCFIRST CORP | $29.06万 | 0.00% | 2,615 | 2,615 | — | $29.06万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $29.06万 | 0.00% | 7,799 | -2,268 | -22.5% | -$8.45万 | 减仓 |
| USHY | ISHARES TR | $28.98万 | 0.00% | 7,828 | -1,492 | -16.0% | -$5.52万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $28.89万 | 0.00% | 9,863 | 111 | 1.1% | $3,251 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $28.85万 | 0.00% | 3,224 | -4 | -0.1% | -$358 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $28.82万 | 0.00% | 7,056 | 7,056 | — | $28.82万 | 新建仓 |