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 |
|---|---|---|---|---|---|---|---|---|
| ICLN | ISHARES TR | $19.49万 | 0.00% | 10,656 | -863 | -7.5% | -$1.58万 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $19.24万 | 0.00% | 10,406 | 10,406 | — | $19.24万 | 新建仓 |
| KSS | KOHLS CORP | $19.16万 | 0.00% | 14,849 | 1,709 | 13.0% | $2.20万 | 加仓 |
| NWL | NEWELL BRANDS INC | $18.96万 | 0.00% | 55,289 | 8,391 | 17.9% | $2.88万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $18.74万 | 0.00% | 900 | 500 | 125.0% | $10.41万 | 加仓 |
| — | RBB FUND TRUST | $17.72万 | 0.00% | 12,912 | 12,912 | — | $17.72万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $17.66万 | 0.00% | 12,252 | 12,252 | — | $17.66万 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $17.55万 | 0.00% | 30,894 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $17.24万 | 0.00% | 28,736 | 16,466 | 134.2% | $9.88万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.20万 | 0.00% | 13,951 | 0 | 0.0% | — | 不变 |
| MTUS | METALLUS INC | $17.13万 | 0.00% | 10,485 | 9 | 0.1% | $147 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $16.52万 | 0.00% | 12,545 | -711 | -5.4% | -$9,364 | 减仓 |
| FIVN | FIVE9 INC | $15.92万 | 0.00% | 10,494 | 10,494 | — | $15.92万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $15.84万 | 0.00% | 11,483 | 11,483 | — | $15.84万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $15.76万 | 0.00% | 10,667 | -2,534 | -19.2% | -$3.74万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $15.60万 | 0.00% | 10,410 | 129 | 1.3% | $1,934 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $15.58万 | 0.00% | 21,400 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNITIES FD | $15.54万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $15.46万 | 0.00% | 25,849 | 5,561 | 27.4% | $3.33万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $15.43万 | 0.00% | 16,470 | 2,243 | 15.8% | $2.10万 | 加仓 |
| — | PIONEER BANCORP INC MD | $15.34万 | 0.00% | 11,023 | 56 | 0.5% | $780 | 加仓 |
| HLF | HERBALIFE LTD | $15.16万 | 0.00% | 10,296 | 10,296 | — | $15.16万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $14.65万 | 0.00% | 61,280 | 4,612 | 8.1% | $1.10万 | 加仓 |
| HOPE | HOPE BANCORP INC | $14.54万 | 0.00% | 13,020 | -111 | -0.8% | -$1,240 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $14.25万 | 0.00% | 29,506 | -2,171 | -6.9% | -$1.05万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $14.16万 | 0.00% | 15,514 | 15,514 | — | $14.16万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $14.14万 | 0.00% | 13,727 | -7,682 | -35.9% | -$7.91万 | 减仓 |
| TAL | TAL ED GROUP | $13.78万 | 0.00% | 12,122 | -1,285 | -9.6% | -$1.46万 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $13.41万 | 0.00% | 14,233 | 3,059 | 27.4% | $2.88万 | 加仓 |
| — | FIRST NORTHWEST BANCORP | $13.02万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $12.97万 | 0.00% | 16,157 | 16,157 | — | $12.97万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $12.91万 | 0.00% | 300 | -300 | -50.0% | -$12.91万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $12.74万 | 0.00% | 10,091 | 10,091 | — | $12.74万 | 新建仓 |
| — | INTERLINK ELECTRS INC | $12.55万 | 0.00% | 42,675 | 0 | 0.0% | — | 不变 |
| STRZ | STARZ ENTERTAINMENT CORP. | $12.29万 | 0.00% | 10,688 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $12.20万 | 0.00% | 13,521 | 242 | 1.8% | $2,183 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $12.15万 | 0.00% | 18,332 | 3,563 | 24.1% | $2.36万 | 加仓 |
| MNKD | MANNKIND CORP | $12.06万 | 0.00% | 49,223 | 687 | 1.4% | $1,683 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $11.96万 | 0.00% | 25,894 | -595 | -2.2% | -$2,749 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $11.88万 | 0.00% | 22,329 | -100 | -0.4% | -$532 | 减仓 |
| AVPT | AVEPOINT INC | $11.83万 | 0.00% | 12,441 | 12,441 | — | $11.83万 | 新建仓 |
| CLDT | CHATHAM LODGING TR | $11.82万 | 0.00% | 15,023 | 15,023 | — | $11.82万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $11.58万 | 0.00% | 10,689 | 10,689 | — | $11.58万 | 新建仓 |
| ADT | ADT INC DEL | $11.50万 | 0.00% | 17,497 | -29,166 | -62.5% | -$19.16万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $11.48万 | 0.00% | 19,587 | -3,244 | -14.2% | -$1.90万 | 减仓 |
| CXM | SPRINKLR INC | $11.30万 | 0.00% | 18,829 | 18,829 | — | $11.30万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $11.28万 | 0.00% | 31,152 | 31,152 | — | $11.28万 | 新建仓 |
| — | LEGGETT & PLATT INC | $11.27万 | 0.00% | 11,410 | 11,410 | — | $11.27万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $11.11万 | 0.00% | 300 | -200 | -40.0% | -$7.40万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $10.97万 | 0.00% | 31,266 | 31,266 | — | $10.97万 | 新建仓 |
| RLJ | RLJ LODGING TR | $10.78万 | 0.00% | 14,522 | 14,522 | — | $10.78万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $10.27万 | 0.00% | 14,951 | 14,951 | — | $10.27万 | 新建仓 |
| AAPL | APPLE INC 看涨期权 | $10.15万 | 0.00% | 400 | 400 | — | $10.15万 | 新建仓 |
| COTY | COTY INC | $10.13万 | 0.00% | 50,383 | 12,666 | 33.6% | $2.55万 | 加仓 |
| SUZ | SUZANO S A | $10.04万 | 0.00% | 10,034 | 10,034 | — | $10.04万 | 新建仓 |
| GNW | GENWORTH FINL INC | $9.91万 | 0.00% | 12,208 | -10,512 | -46.3% | -$8.54万 | 减仓 |
| FLO | FLOWERS FOODS INC | $9.86万 | 0.00% | 12,095 | -76,833 | -86.4% | -$62.62万 | 减仓 |
| NOMD | NOMAD FOODS LTD | $9.61万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | STEALTHGAS INC | $9.18万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MTA | METALLA RTY & STREAMING LTD | $9.15万 | 0.00% | 13,805 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $9.11万 | 0.00% | 15,983 | 15,983 | — | $9.11万 | 新建仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $9.06万 | 0.00% | 10,058 | 10,058 | — | $9.06万 | 新建仓 |
| SRI | STONERIDGE INC | $8.99万 | 0.00% | 18,603 | 18,603 | — | $8.99万 | 新建仓 |
| AVTR | AVANTOR INC | $8.91万 | 0.00% | 11,361 | -1,275 | -10.1% | -$9,996 | 减仓 |
| JOBY | JOBY AVIATION INC | $8.82万 | 0.00% | 10,674 | 10,674 | — | $8.82万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $8.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $8.23万 | 0.00% | 14,000 | 14,000 | — | $8.23万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $8.22万 | 0.00% | 15,535 | -359 | -2.3% | -$1,899 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $8.16万 | 0.00% | 10,380 | 55 | 0.5% | $432 | 加仓 |
| OEC | ORION S.A. | $8.05万 | 0.00% | 12,379 | 39 | 0.3% | $254 | 加仓 |
| VVR | INVESCO SR INCOME TR | $7.87万 | 0.00% | 24,456 | 0 | 0.0% | — | 不变 |
| — | MONROE CAP CORP | $7.82万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | STABILIS SOLUTIONS INC | $7.79万 | 0.00% | 17,464 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $7.74万 | 0.00% | 13,651 | 13,651 | — | $7.74万 | 新建仓 |
| ORCL | ORACLE CORP 看涨期权 | $7.36万 | 0.00% | 500 | 500 | — | $7.36万 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $7.29万 | 0.00% | 20,349 | 8,298 | 68.9% | $2.97万 | 加仓 |
| WMB | WILLIAMS COS INC 看涨期权 | $7.28万 | 0.00% | 1,000 | -1,000 | -50.0% | -$7.28万 | 减仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $7.21万 | 0.00% | 15,093 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $6.98万 | 0.00% | 13,451 | 2,016 | 17.6% | $1.05万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.48万 | 0.00% | 13,842 | 13,842 | — | $6.48万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $6.45万 | 0.00% | 42,452 | -3,584 | -7.8% | -$5,448 | 减仓 |
| AVGO | BROADCOM INC 看涨期权 | $6.37万 | 0.00% | 300 | 200 | 200.0% | $4.25万 | 加仓 |
| EQT | EQT CORP 看涨期权 | $6.36万 | 0.00% | 1,000 | 1,000 | — | $6.36万 | 新建仓 |
| SNAP | SNAP INC | $5.99万 | 0.00% | 13,030 | 13,030 | — | $5.99万 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $5.98万 | 0.00% | 11,493 | 11,493 | — | $5.98万 | 新建仓 |
| DNN | DENISON MINES CORP | $5.79万 | 0.00% | 16,402 | -2,960 | -15.3% | -$1.04万 | 减仓 |
| AUR | AURORA INNOVATION INC | $5.32万 | 0.00% | 12,901 | 12,901 | — | $5.32万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $5.02万 | 0.00% | 400 | -50 | -11.1% | -$6,273 | 重新持有 |
| — | TILLYS INC | $4.88万 | 0.00% | 12,039 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $4.85万 | 0.00% | 12,641 | 12,641 | — | $4.85万 | 新建仓 |
| — | CELLECTAR BIOSCIENCES INC | $4.79万 | 0.00% | 18,850 | -6,500 | -25.6% | -$1.65万 | 减仓 |
| NABL | N-ABLE INC | $4.75万 | 0.00% | 10,181 | 10,181 | — | $4.75万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $4.65万 | 0.00% | 15,162 | 5,156 | 51.5% | $1.58万 | 加仓 |
| NKE | NIKE INC 看涨期权 | $4.23万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $4.06万 | 0.00% | 11,673 | 11,673 | — | $4.06万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $3.81万 | 0.00% | 48,000 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $3.73万 | 0.00% | 12,434 | 12,434 | — | $3.73万 | 新建仓 |
| — | OLAPLEX HLDGS INC | $3.55万 | 0.00% | 17,496 | 17,496 | — | $3.55万 | 新建仓 |
| — | FLUENT INC | $3.22万 | 0.00% | 10,190 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.12万 | 0.00% | 22,251 | 9,955 | 81.0% | $1.39万 | 加仓 |