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 |
|---|---|---|---|---|---|---|---|---|
| HLNE | HAMILTON LANE INC | $28.80万 | 0.00% | 3,654 | 240 | 7.0% | $1.89万 | 重新持有 |
| — | LXP INDUSTRIAL TRUST | $28.79万 | 0.00% | 5,344 | 224 | 4.4% | $1.21万 | 加仓 |
| HAS | HASBRO INC | $28.75万 | 0.00% | 3,481 | -1,003 | -22.4% | -$8.28万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $28.67万 | 0.00% | 3,693 | 157 | 4.4% | $1.22万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $28.63万 | 0.00% | 10,545 | 1,176 | 12.6% | $3.19万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $28.59万 | 0.00% | 15,989 | -3,459 | -17.8% | -$6.18万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $28.58万 | 0.00% | 5,856 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $28.55万 | 0.00% | 9,565 | -1,159 | -10.8% | -$3.46万 | 减仓 |
| EPP | ISHARES INC | $28.52万 | 0.00% | 5,355 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $28.40万 | 0.00% | 7,540 | 747 | 11.0% | $2.81万 | 加仓 |
| LNN | LINDSAY CORP | $28.40万 | 0.00% | 2,294 | 2,294 | — | $28.40万 | 新建仓 |
| IGV | ISHARES TR | $28.34万 | 0.00% | 3,128 | -150 | -4.6% | -$1.36万 | 减仓 |
| BCPC | BALCHEM CORP | $28.29万 | 0.00% | 1,674 | -50 | -2.9% | -$8,448 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $28.28万 | 0.00% | 3,567 | 3,567 | — | $28.28万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $28.19万 | 0.00% | 4,066 | -35 | -0.9% | -$2,427 | 重新持有 |
| PEGA | PEGASYSTEMS INC | $28.19万 | 0.00% | 9,406 | 1,583 | 20.2% | $4.74万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $28.19万 | 0.00% | 7,616 | -2,098 | -21.6% | -$7.76万 | 减仓 |
| — | KAZIA THERAPEUTICS LTD | $28.16万 | 0.00% | 20,003 | -39,997 | -66.7% | -$56.32万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $28.16万 | 0.00% | 12,176 | -4,955 | -28.9% | -$11.46万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $28.13万 | 0.00% | 4,062 | -856 | -17.4% | -$5.93万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $28.10万 | 0.00% | 2,395 | -588 | -19.7% | -$6.90万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $28.08万 | 0.00% | 2,719 | -203 | -6.9% | -$2.10万 | 重新持有 |
| BATRK | ATLANTA BRAVES HLDGS INC | $28.06万 | 0.00% | 5,407 | 5,407 | — | $28.06万 | 新建仓 |
| XPEV | XPENG INC | $28.00万 | 0.00% | 21,148 | -3,302 | -13.5% | -$4.37万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $27.99万 | 0.00% | 29,807 | 504 | 1.7% | $4,733 | 加仓 |
| TRU | TRANSUNION | $27.96万 | 0.00% | 3,876 | -2,020 | -34.3% | -$14.57万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $27.91万 | 0.00% | 15,376 | 15,376 | — | $27.91万 | 新建仓 |
| MYRG | MYR GROUP INC | $27.87万 | 0.00% | 557 | 557 | — | $27.87万 | 新建仓 |
| RXI | ISHARES TR | $27.86万 | 0.00% | 1,444 | -43 | -2.9% | -$8,297 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $27.81万 | 0.00% | 5,331 | 5,331 | — | $27.81万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $27.80万 | 0.00% | 2,462 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES COR | $27.79万 | 0.00% | 3,659 | 203 | 5.9% | $1.54万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $27.79万 | 0.00% | 14,996 | 484 | 3.3% | $8,969 | 加仓 |
| SHM | SPDR SERIES TRUST | $27.79万 | 0.00% | 5,793 | -313 | -5.1% | -$1.50万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $27.74万 | 0.00% | 22,772 | 6,302 | 38.3% | $7.68万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $27.73万 | 0.00% | 26,040 | 438 | 1.7% | $4,665 | 加仓 |
| AVNT | AVIENT CORPORATION | $27.69万 | 0.00% | 7,493 | -4,025 | -34.9% | -$14.88万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $27.69万 | 0.00% | 31,649 | 16,135 | 104.0% | $14.12万 | 加仓 |
| SSD | SIMPSON MFG INC | $27.61万 | 0.00% | 1,319 | 127 | 10.7% | $2.66万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $27.55万 | 0.00% | 6,143 | -1,344 | -18.0% | -$6.03万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $27.43万 | 0.00% | 3,366 | -164 | -4.6% | -$1.34万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $27.42万 | 0.00% | 2,691 | 2,691 | — | $27.42万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $27.34万 | 0.00% | 13,422 | -4,314 | -24.3% | -$8.79万 | 减仓 |
| RAL | RALLIANT CORP | $27.33万 | 0.00% | 3,712 | -507 | -12.0% | -$3.73万 | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $27.29万 | 0.00% | 1,661 | -20 | -1.2% | -$3,285 | 减仓 |
| CLDT | CHATHAM LODGING TR | $27.26万 | 0.00% | 20,601 | 5,578 | 37.1% | $7.38万 | 加仓 |
| MSA | MSA SAFETY INC | $27.25万 | 0.00% | 1,561 | -889 | -36.3% | -$15.52万 | 减仓 |
| ACNB | ACNB CORP | $27.25万 | 0.00% | 4,589 | 4,589 | — | $27.25万 | 新建仓 |
| AXGN | AXOGEN INC | $27.23万 | 0.00% | 5,896 | 5,896 | — | $27.23万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.23万 | 0.00% | 9,726 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $27.19万 | 0.00% | 4,091 | 11 | 0.3% | $731 | 加仓 |
| UTES | ETFIS SER TR I | $27.12万 | 0.00% | 3,318 | 10 | 0.3% | $817 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $27.03万 | 0.00% | 1,864 | 421 | 29.2% | $6.10万 | 重新持有 |
| LRN | STRIDE INC | $27.00万 | 0.00% | 3,131 | -750 | -19.3% | -$6.47万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $26.97万 | 0.00% | 5,543 | 5,543 | — | $26.97万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $26.96万 | 0.00% | 9,771 | 9,771 | — | $26.96万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $26.92万 | 0.00% | 9,848 | -695 | -6.6% | -$1.90万 | 重新持有 |
| PFXF | VANECK ETF TRUST | $26.86万 | 0.00% | 15,055 | 75 | 0.5% | $1,338 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $26.81万 | 0.00% | 10,882 | 10,882 | — | $26.81万 | 新建仓 |
| HWKN | HAWKINS INC | $26.73万 | 0.00% | 1,881 | -4 | -0.2% | -$568 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $26.70万 | 0.00% | 1,760 | 1,760 | — | $26.70万 | 新建仓 |
| VVV | VALVOLINE INC | $26.70万 | 0.00% | 6,752 | 12 | 0.2% | $475 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $26.70万 | 0.00% | 2,388 | 3 | 0.1% | $335 | 重新持有 |
| OGN | ORGANON & CO | $26.67万 | 0.00% | 19,697 | 6,781 | 52.5% | $9.18万 | 重新持有 |
| TECH | BIO-TECHNE CORP | $26.64万 | 0.00% | 3,770 | -3,903 | -50.9% | -$27.58万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $26.60万 | 0.00% | 15,981 | -15,603 | -49.4% | -$25.97万 | 减仓 |
| BCE | BCE INC | $26.60万 | 0.00% | 12,366 | -6,450 | -34.3% | -$13.87万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $26.54万 | 0.00% | 7,176 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $26.50万 | 0.00% | 3,180 | -1,137 | -26.3% | -$9.47万 | 减仓 |
| CRK | COMSTOCK RES INC | $26.43万 | 0.00% | 17,712 | 17,712 | — | $26.43万 | 新建仓 |
| EMA | EMERA INC | $26.41万 | 0.00% | 4,982 | 4,982 | — | $26.41万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $26.37万 | 0.00% | 69,958 | -81,752 | -53.9% | -$30.82万 | 减仓 |
| FRPH | FRP HLDGS INC | $26.36万 | 0.00% | 10,547 | 503 | 5.0% | $1.26万 | 加仓 |
| — | GLOBAL X FDS | $26.36万 | 0.00% | 6,833 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $26.35万 | 0.00% | 1,440 | 11 | 0.8% | $2,013 | 加仓 |
| IREN | IREN LIMITED | $26.33万 | 0.00% | 5,757 | 5,757 | — | $26.33万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $26.32万 | 0.00% | 2,515 | -1 | -0.0% | -$105 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $26.29万 | 0.00% | 903 | 13 | 1.5% | $3,785 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $26.23万 | 0.00% | 12,903 | 114 | 0.9% | $2,318 | 加仓 |
| GDDY | GODADDY INC | $26.21万 | 0.00% | 3,088 | -1,230 | -28.5% | -$10.44万 | 减仓 |
| SITM | SITIME CORP | $26.17万 | 0.00% | 351 | 351 | — | $26.17万 | 新建仓 |
| BC | BRUNSWICK CORP | $26.06万 | 0.00% | 3,094 | 218 | 7.6% | $1.84万 | 加仓 |
| — | REIN THERAPEUTICS INC | $26.00万 | 0.00% | 250,000 | 250,000 | — | $26.00万 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO | $25.98万 | 0.00% | 6,702 | 34 | 0.5% | $1,318 | 加仓 |
| MPB | MID PENN BANCORP INC | $25.97万 | 0.00% | 7,455 | 7,455 | — | $25.97万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $25.94万 | 0.00% | 1,186 | -90 | -7.1% | -$1.97万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $25.93万 | 0.00% | 7,797 | -1,130 | -12.7% | -$3.76万 | 减仓 |
| PII | POLARIS INC | $25.90万 | 0.00% | 3,784 | -87 | -2.2% | -$5,954 | 重新持有 |
| APPF | APPFOLIO INC | $25.69万 | 0.00% | 1,602 | 244 | 18.0% | $3.91万 | 重新持有 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $25.69万 | 0.00% | 3,683 | 3,683 | — | $25.69万 | 新建仓 |
| LAZ | LAZARD INC | $25.62万 | 0.00% | 6,109 | -2,516 | -29.2% | -$10.55万 | 减仓 |
| AN | AUTONATION INC | $25.58万 | 0.00% | 1,377 | -1,040 | -43.0% | -$19.32万 | 重新持有 |
| CWST | CASELLA WASTE SYS INC | $25.58万 | 0.00% | 2,638 | 2,638 | — | $25.58万 | 新建仓 |
| LPG | DORIAN LPG LTD | $25.53万 | 0.00% | 7,341 | 307 | 4.4% | $1.07万 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $25.48万 | 0.00% | 4,034 | 4,034 | — | $25.48万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $25.45万 | 0.00% | 6,307 | -767 | -10.8% | -$3.09万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $25.42万 | 0.00% | 3,591 | 3,591 | — | $25.42万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $25.42万 | 0.00% | 7,174 | 1,167 | 19.4% | $4.13万 | 重新持有 |
| RPV | INVESCO EXCHANGE TRADED FD T | $25.38万 | 0.00% | 2,230 | -5 | -0.2% | -$569 | 减仓 |
| TENB | TENABLE HLDGS INC | $25.34万 | 0.00% | 6,871 | -8,368 | -54.9% | -$30.86万 | 减仓 |