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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,935.93万 | 0.16% | 1,007,873 | -67,262 | -6.3% | -$195.93万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,879.28万 | 0.16% | 150,025 | 3,813 | 2.6% | $73.18万 | 加仓 |
| — | HONEYWELL INTL INC | $2,827.39万 | 0.16% | 125,089 | 84,745 | 210.1% | $1,915.49万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,723.72万 | 0.15% | 137,395 | 22,535 | 19.6% | $446.73万 | 加仓 |
| BX | BLACKSTONE INC | $2,683.71万 | 0.15% | 233,387 | 26,889 | 13.0% | $309.20万 | 加仓 |
| IWB | ISHARES TR | $2,664.51万 | 0.15% | 74,728 | -4,592 | -5.8% | -$163.73万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2,602.68万 | 0.15% | 307,936 | -26,752 | -8.0% | -$226.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,566.47万 | 0.14% | 732,440 | -15,328 | -2.0% | -$53.71万 | 减仓 |
| GEV | GE VERNOVA INC | $2,545.02万 | 0.14% | 29,156 | -114 | -0.4% | -$9.95万 | 减仓 |
| GE | GE AEROSPACE | $2,461.99万 | 0.14% | 86,760 | 2,098 | 2.5% | $59.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2,451.78万 | 0.14% | 37,700 | -4,300 | -10.2% | -$279.65万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,379.66万 | 0.13% | 298,915 | -87 | -0.0% | -$6,926 | 减仓 |
| ACWX | ISHARES TR | $2,372.01万 | 0.13% | 346,431 | 9,132 | 2.7% | $62.53万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,362.69万 | 0.13% | 482,871 | -3,945 | -0.8% | -$19.30万 | 减仓 |
| MTUM | ISHARES TR | $2,334.99万 | 0.13% | 97,295 | -1,547 | -1.6% | -$37.13万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $2,244.49万 | 0.13% | 923,280 | 19,878 | 2.2% | $48.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,235.83万 | 0.13% | 66,159 | 4,250 | 6.9% | $143.63万 | 加仓 |
| NFLX | NETFLIX INC. | $2,160.33万 | 0.12% | 224,683 | 7,184 | 3.3% | $69.07万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,111.03万 | 0.12% | 435,624 | -15,402 | -3.4% | -$74.64万 | 减仓 |
| KO | COCA COLA CO | $2,085.93万 | 0.12% | 274,284 | 18,689 | 7.3% | $142.13万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,077.53万 | 0.12% | 60,192 | 47,835 | 387.1% | $1,651.03万 | 加仓 |
| IVW | ISHARES TR | $2,058.59万 | 0.12% | 181,999 | -7,931 | -4.2% | -$89.71万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,050.07万 | 0.11% | 603,494 | -4,830 | -0.8% | -$16.41万 | 减仓 |
| QUAL | ISHARES TR | $2,019.49万 | 0.11% | 105,286 | -3,249 | -3.0% | -$62.32万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,012.55万 | 0.11% | 510,281 | 13,871 | 2.8% | $54.71万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $2,004.92万 | 0.11% | 495,409 | -23,768 | -4.6% | -$96.19万 | 减仓 |
| INTF | ISHARES TR | $1,999.90万 | 0.11% | 513,322 | -279,533 | -35.3% | -$1,089.06万 | 减仓 |
| ABBV | ABBVIE INC | $1,967.50万 | 0.11% | 90,464 | -1,199 | -1.3% | -$26.08万 | 减仓 |
| — | HARBOR ETF TRUST | $1,927.97万 | 0.11% | 1,156,551 | -43,871 | -3.7% | -$73.13万 | 减仓 |
| OKE | ONEOK INC NEW | $1,920.54万 | 0.11% | 212,473 | 2,116 | 1.0% | $19.13万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,900.68万 | 0.11% | 930,658 | -38,045 | -3.9% | -$77.70万 | 减仓 |
| PEP | PEPSICO INC | $1,868.96万 | 0.10% | 120,353 | -7,926 | -6.2% | -$123.08万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,865.45万 | 0.10% | 906,090 | -37,715 | -4.0% | -$77.65万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,827.86万 | 0.10% | 60,429 | -184 | -0.3% | -$5.57万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,812.68万 | 0.10% | 429,342 | -59,343 | -12.1% | -$250.55万 | 减仓 |
| QCOM | QUALCOMM INC | $1,803.27万 | 0.10% | 140,027 | -3,663 | -2.5% | -$47.17万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,797.48万 | 0.10% | 497,642 | 4,422 | 0.9% | $15.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,747.43万 | 0.10% | 298,503 | -2,716 | -0.9% | -$15.90万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,746.78万 | 0.10% | 51,107 | 3,995 | 8.5% | $136.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,736.30万 | 0.10% | 51,394 | 7,895 | 18.1% | $266.73万 | 加仓 |
| SCI | SERVICE CORP INTL | $1,734.88万 | 0.10% | 210,263 | -2,740 | -1.3% | -$22.61万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,731.32万 | 0.10% | 104,713 | 1,763 | 1.7% | $29.15万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,730.83万 | 0.10% | 50,429 | 2,318 | 4.8% | $79.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,723.54万 | 0.10% | 24 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,716.34万 | 0.10% | 597,819 | 55,737 | 10.3% | $160.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,712.69万 | 0.10% | 440,732 | -14,820 | -3.3% | -$57.59万 | 减仓 |
| ORCL | ORACLE CORP | $1,701.63万 | 0.10% | 115,670 | -104,844 | -47.5% | -$1,542.36万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,692.01万 | 0.09% | 337,053 | 17,086 | 5.3% | $85.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,671.65万 | 0.09% | 706,829 | 19,342 | 2.8% | $45.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,668.84万 | 0.09% | 127,314 | 9,278 | 7.9% | $121.62万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,659.47万 | 0.09% | 33,212 | -926 | -2.7% | -$46.27万 | 减仓 |
| IEFA | ISHARES TR | $1,635.16万 | 0.09% | 180,621 | 10,523 | 6.2% | $95.26万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,620.44万 | 0.09% | 478,572 | -21,830 | -4.4% | -$73.92万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,612.91万 | 0.09% | 53,970 | -908 | -1.7% | -$27.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,565.08万 | 0.09% | 72,040 | -2,637 | -3.5% | -$57.29万 | 减仓 |
| CSCO | CISCO SYS INC | $1,552.51万 | 0.09% | 200,092 | 2,217 | 1.1% | $17.20万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,549.52万 | 0.09% | 116,593 | -3,056 | -2.6% | -$40.61万 | 减仓 |
| HUBB | HUBBELL INC | $1,539.69万 | 0.09% | 31,375 | 100 | 0.3% | $4.91万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1,520.01万 | 0.09% | 64,949 | -697 | -1.1% | -$16.31万 | 减仓 |
| AGG | ISHARES TR | $1,514.14万 | 0.08% | 152,528 | -15,864 | -9.4% | -$157.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,508.85万 | 0.08% | 182,338 | -1,805 | -1.0% | -$14.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,506.91万 | 0.08% | 70,528 | 9,377 | 15.3% | $200.35万 | 加仓 |
| EFV | ISHARES TR | $1,490.01万 | 0.08% | 200,405 | -5,754 | -2.8% | -$42.78万 | 减仓 |
| T | AT&T INC | $1,483.10万 | 0.08% | 511,590 | 38,501 | 8.1% | $111.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,463.93万 | 0.08% | 54,101 | -3,600 | -6.2% | -$97.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,437.57万 | 0.08% | 186,431 | 13,060 | 7.5% | $100.71万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,436.63万 | 0.08% | 265,797 | -954 | -0.4% | -$5.16万 | 减仓 |
| USMV | ISHARES TR | $1,401.05万 | 0.08% | 151,073 | -5,357 | -3.4% | -$49.68万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,387.65万 | 0.08% | 272,195 | 79,939 | 41.6% | $407.53万 | 加仓 |
| SCZ | ISHARES TR | $1,375.42万 | 0.08% | 175,414 | -11,693 | -6.2% | -$91.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,370.17万 | 0.08% | 67,353 | 5,800 | 9.4% | $117.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,345.90万 | 0.08% | 144,907 | 11,844 | 8.9% | $110.01万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,338.78万 | 0.07% | 365,888 | -5,234 | -1.4% | -$19.15万 | 减仓 |
| DCH | DAUCH CORP | $1,333.08万 | 0.07% | 2,248,027 | 442 | 0.0% | $2,621 | 加仓 |
| SUB | ISHARES TR | $1,314.99万 | 0.07% | 123,473 | 1,234 | 1.0% | $13.14万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,296.54万 | 0.07% | 291,685 | 2,255 | 0.8% | $10.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,277.73万 | 0.07% | 21,141 | 128 | 0.6% | $7.74万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,269.95万 | 0.07% | 131,329 | -21,910 | -14.3% | -$211.87万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $1,262.19万 | 0.07% | 512,044 | -8,143 | -1.6% | -$20.07万 | 减仓 |
| IWF | ISHARES TR | $1,241.50万 | 0.07% | 29,116 | 955 | 3.4% | $40.72万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,213.57万 | 0.07% | 66,559 | 8,427 | 14.5% | $153.65万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,213.22万 | 0.07% | 75,015 | -3,288 | -4.2% | -$53.18万 | 减仓 |
| UNP | UNION PAC CORP | $1,195.98万 | 0.07% | 49,295 | -20,169 | -29.0% | -$489.34万 | 减仓 |
| BA | BOEING CO | $1,192.32万 | 0.07% | 59,906 | 9,544 | 19.0% | $189.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,179.00万 | 0.07% | 384,289 | -5,426 | -1.4% | -$16.65万 | 减仓 |
| IWM | ISHARES TR | $1,175.09万 | 0.07% | 47,383 | 3,255 | 7.4% | $80.72万 | 加仓 |
| MMM | 3M CO | $1,165.33万 | 0.07% | 80,240 | 1,790 | 2.3% | $26.00万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,161.90万 | 0.06% | 177,497 | 4,220 | 2.4% | $27.62万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,145.43万 | 0.06% | 82,810 | 2,691 | 3.4% | $37.22万 | 加仓 |
| MPLX | MPLX LP | $1,142.79万 | 0.06% | 200,244 | 5,209 | 2.7% | $29.73万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,138.85万 | 0.06% | 230,677 | -22,892 | -9.0% | -$113.02万 | 减仓 |
| DIS | DISNEY WALT CO | $1,136.83万 | 0.06% | 117,953 | -11,552 | -8.9% | -$111.34万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,129.25万 | 0.06% | 61,279 | -1,920 | -3.0% | -$35.38万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,122.61万 | 0.06% | 39,757 | 748 | 1.9% | $21.12万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,102.07万 | 0.06% | 439,073 | -30,066 | -6.4% | -$75.47万 | 减仓 |
| LOW | LOWES COS INC | $1,100.64万 | 0.06% | 46,582 | -933 | -2.0% | -$22.04万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,069.88万 | 0.06% | 55,108 | 9,163 | 19.9% | $177.89万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,063.99万 | 0.06% | 317,325 | 87,040 | 37.8% | $291.84万 | 加仓 |
| ITOT | ISHARES TR | $1,060.35万 | 0.06% | 74,447 | 108 | 0.1% | $1.54万 | 加仓 |
| IQLT | ISHARES TR | $1,055.16万 | 0.06% | 228,242 | -7,327 | -3.1% | -$33.87万 | 减仓 |