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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $3,042.79万 | 0.15% | 74,305 | -423 | -0.6% | -$17.32万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,025.01万 | 0.15% | 142,173 | -7,852 | -5.2% | -$167.07万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $3,023.44万 | 0.15% | 327,673 | -15,328 | -4.5% | -$141.43万 | 减仓 |
| CRM | SALESFORCE INC | $2,993.97万 | 0.15% | 191,112 | -167,288 | -46.7% | -$2,620.74万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,959.11万 | 0.15% | 135,459 | -1,936 | -1.4% | -$42.29万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2,925.43万 | 0.15% | 161,492 | -2,026 | -1.2% | -$36.70万 | 减仓 |
| ACWX | ISHARES TR | $2,917.56万 | 0.15% | 383,334 | 36,903 | 10.7% | $280.87万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,915.25万 | 0.15% | 67,276 | -3,252 | -4.6% | -$140.92万 | 减仓 |
| FLEX | FLEX LTD | $2,897.05万 | 0.14% | 178,753 | 1,256 | 0.7% | $20.36万 | 加仓 |
| BX | BLACKSTONE INC | $2,887.27万 | 0.14% | 245,370 | 11,983 | 5.1% | $141.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,880.43万 | 0.14% | 173,771 | 13,053 | 8.1% | $216.37万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $2,870.76万 | 0.14% | 628,175 | -82,384 | -11.6% | -$376.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,838.50万 | 0.14% | 243,293 | 6,397 | 2.7% | $74.63万 | 加仓 |
| QCOM | QUALCOMM INC | $2,836.14万 | 0.14% | 153,479 | 13,452 | 9.6% | $248.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,772.78万 | 0.14% | 714,818 | -17,622 | -2.4% | -$68.36万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2,741.69万 | 0.14% | 278,090 | -29,846 | -9.7% | -$294.25万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $2,578.94万 | 0.13% | 929,681 | 6,401 | 0.7% | $17.76万 | 加仓 |
| HON | HONEYWELL INTL INC | $2,569.90万 | 0.13% | 114,779 | -10,310 | -8.2% | -$230.84万 | 减仓 |
| CSCO | CISCO SYS INC | $2,559.10万 | 0.13% | 217,870 | 17,778 | 8.9% | $208.82万 | 加仓 |
| ITOT | ISHARES TR | $2,507.12万 | 0.12% | 152,622 | 78,175 | 105.0% | $1,284.18万 | 加仓 |
| WFC | WELLS FARGO & CO | $2,493.68万 | 0.12% | 301,752 | 2,837 | 0.9% | $23.44万 | 加仓 |
| IVW | ISHARES TR | $2,490.84万 | 0.12% | 181,112 | -887 | -0.5% | -$12.20万 | 减仓 |
| INTC | INTEL CORP | $2,454.83万 | 0.12% | 175,809 | 28,141 | 19.1% | $392.93万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,451.69万 | 0.12% | 464,688 | -18,183 | -3.8% | -$95.93万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,417.48万 | 0.12% | 109,349 | 109,349 | — | $2,417.48万 | 新建仓 |
| ABBV | ABBVIE INC | $2,387.65万 | 0.12% | 94,884 | 4,420 | 4.9% | $111.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,362.52万 | 0.12% | 56,842 | 2,741 | 5.1% | $113.92万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,360.45万 | 0.12% | 68,554 | -70,344 | -50.6% | -$2,422.09万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,314.27万 | 0.12% | 420,699 | -14,925 | -3.4% | -$82.10万 | 减仓 |
| KO | COCA COLA CO | $2,304.87万 | 0.11% | 283,607 | 9,323 | 3.4% | $75.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2,277.65万 | 0.11% | 30,500 | -7,200 | -19.1% | -$537.67万 | 减仓 |
| QUAL | ISHARES TR | $2,221.98万 | 0.11% | 101,261 | -4,025 | -3.8% | -$88.32万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,204.45万 | 0.11% | 598,384 | -5,110 | -0.8% | -$18.83万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,163.61万 | 0.11% | 50,146 | 2,176 | 4.5% | $93.89万 | 加仓 |
| — | HARBOR ETF TRUST | $2,156.61万 | 0.11% | 1,169,405 | 12,854 | 1.1% | $23.71万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,141.93万 | 0.11% | 533,748 | 23,467 | 4.6% | $94.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,052.71万 | 0.10% | 60,686 | 257 | 0.4% | $8.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,049.00万 | 0.10% | 107,548 | -9,045 | -7.8% | -$172.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,981.82万 | 0.10% | 757,577 | 50,748 | 7.2% | $132.76万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,954.10万 | 0.10% | 55,163 | 4,734 | 9.4% | $167.70万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,935.49万 | 0.10% | 66,606 | 6,414 | 10.7% | $186.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,867.24万 | 0.09% | 420,929 | -19,803 | -4.5% | -$87.85万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,863.32万 | 0.09% | 102,997 | -1,716 | -1.6% | -$31.04万 | 减仓 |
| OKE | ONEOK INC NEW | $1,854.14万 | 0.09% | 213,266 | 793 | 0.4% | $6.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,836.19万 | 0.09% | 53,392 | -578 | -1.1% | -$19.88万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,816.75万 | 0.09% | 451,816 | -26,756 | -5.6% | -$107.59万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,812.13万 | 0.09% | 132,456 | 5,142 | 4.0% | $70.35万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $1,774.54万 | 0.09% | 422,510 | -72,899 | -14.7% | -$306.18万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,725.12万 | 0.09% | 472,764 | -24,878 | -5.0% | -$90.78万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,722.36万 | 0.09% | 23 | -1 | -4.2% | -$74.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,721.74万 | 0.09% | 57,763 | 2,655 | 4.8% | $79.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,710.57万 | 0.09% | 70,397 | -1,643 | -2.3% | -$39.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,673.51万 | 0.08% | 32,584 | -628 | -1.9% | -$32.25万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1,660.09万 | 0.08% | 62,711 | -2,238 | -3.4% | -$59.24万 | 减仓 |
| KLAC | KLA CORP | $1,637.18万 | 0.08% | 54,263 | 2,203 | 4.2% | $66.47万 | 加仓 |
| HUBB | HUBBELL INC | $1,634.27万 | 0.08% | 31,236 | -139 | -0.4% | -$7.27万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,619.88万 | 0.08% | 271,382 | 5,585 | 2.1% | $33.34万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,607.53万 | 0.08% | 380,842 | -48,500 | -11.3% | -$204.72万 | 减仓 |
| ORCL | ORACLE CORP | $1,604.56万 | 0.08% | 109,489 | -6,181 | -5.3% | -$90.58万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,598.50万 | 0.08% | 174,432 | 131,296 | 304.4% | $1,203.20万 | 加仓 |
| SCI | SERVICE CORP INTL | $1,594.31万 | 0.08% | 209,888 | -375 | -0.2% | -$2.85万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $1,581.77万 | 0.08% | 67,858 | 1,299 | 2.0% | $30.28万 | 加仓 |
| PEP | PEPSICO INC | $1,570.15万 | 0.08% | 115,964 | -4,389 | -3.6% | -$59.43万 | 减仓 |
| IEFA | ISHARES TR | $1,566.97万 | 0.08% | 162,246 | -18,375 | -10.2% | -$177.47万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,565.92万 | 0.08% | 44,732 | 4,975 | 12.5% | $174.16万 | 加仓 |
| GLW | CORNING INC | $1,561.24万 | 0.08% | 61,122 | 449 | 0.7% | $11.47万 | 加仓 |
| EFV | ISHARES TR | $1,559.15万 | 0.08% | 203,677 | 3,272 | 1.6% | $25.05万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,548.97万 | 0.08% | 266,146 | -32,357 | -10.8% | -$188.32万 | 减仓 |
| IWF | ISHARES TR | $1,532.14万 | 0.08% | 123,391 | 6,927 | 5.9% | $86.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,520.95万 | 0.08% | 177,910 | -8,521 | -4.6% | -$72.85万 | 减仓 |
| INTF | ISHARES TR | $1,519.62万 | 0.08% | 371,000 | -142,322 | -27.7% | -$582.95万 | 减仓 |
| NFLX | NETFLIX INC. | $1,518.12万 | 0.08% | 212,622 | -12,061 | -5.4% | -$86.12万 | 减仓 |
| AGG | ISHARES TR | $1,507.44万 | 0.08% | 152,297 | -231 | -0.2% | -$2.29万 | 减仓 |
| USMV | ISHARES TR | $1,449.34万 | 0.07% | 150,253 | -820 | -0.5% | -$7.91万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $1,445.12万 | 0.07% | 355,329 | -10,559 | -2.9% | -$42.94万 | 减仓 |
| SCZ | ISHARES TR | $1,443.52万 | 0.07% | 175,462 | 48 | 0.0% | $3,949 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,433.35万 | 0.07% | 338,532 | 1,479 | 0.4% | $6.26万 | 加仓 |
| IWM | ISHARES TR | $1,427.02万 | 0.07% | 47,496 | 113 | 0.2% | $3.40万 | 加仓 |
| BA | BOEING CO | $1,394.25万 | 0.07% | 64,409 | 4,503 | 7.5% | $97.48万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,391.63万 | 0.07% | 133,862 | 2,533 | 1.9% | $26.33万 | 加仓 |
| DCH | DAUCH CORP | $1,368.96万 | 0.07% | 2,525,763 | 277,736 | 12.4% | $150.53万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,338.61万 | 0.07% | 161,962 | -20,376 | -11.2% | -$168.41万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,325.11万 | 0.07% | 84,429 | 1,619 | 2.0% | $25.41万 | 加仓 |
| UNP | UNION PAC CORP | $1,324.22万 | 0.07% | 48,685 | -610 | -1.2% | -$16.59万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,321.29万 | 0.07% | 71,332 | -3,683 | -4.9% | -$68.22万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,318.57万 | 0.07% | 537,097 | -60,722 | -10.2% | -$149.07万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,315.53万 | 0.07% | 257,948 | -14,247 | -5.2% | -$72.66万 | 减仓 |
| NVT | NVENT ELEC PLC | $1,298.20万 | 0.06% | 76,540 | 11,033 | 16.8% | $187.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,291.31万 | 0.06% | 147,124 | 2,217 | 1.5% | $19.46万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $1,290.79万 | 0.06% | 496,841 | -15,203 | -3.0% | -$39.50万 | 减仓 |
| MMM | 3M CO | $1,276.08万 | 0.06% | 78,814 | -1,426 | -1.8% | -$23.09万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,263.57万 | 0.06% | 281,732 | -9,953 | -3.4% | -$44.64万 | 减仓 |
| SUB | ISHARES TR | $1,262.35万 | 0.06% | 118,563 | -4,910 | -4.0% | -$52.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,236.74万 | 0.06% | 427,052 | -12,021 | -2.7% | -$34.81万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,204.51万 | 0.06% | 60,957 | -322 | -0.5% | -$6.36万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,187.35万 | 0.06% | 60,999 | 9,425 | 18.3% | $183.46万 | 加仓 |
| DE | DEERE & CO | $1,166.24万 | 0.06% | 18,385 | 2,266 | 14.1% | $143.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,151.68万 | 0.06% | 22,606 | 1,465 | 6.9% | $74.64万 | 加仓 |
| MPLX | MPLX LP | $1,148.77万 | 0.06% | 203,936 | 3,692 | 1.8% | $20.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,134.22万 | 0.06% | 357,685 | -26,604 | -6.9% | -$84.36万 | 减仓 |