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 |
|---|---|---|---|---|---|---|---|---|
| — | GOSSAMER BIO INC | $2.98万 | 0.00% | 90,570 | 2,103 | 2.4% | $691 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $2.95万 | 0.00% | 10,871 | -7,831 | -41.9% | -$2.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $2.93万 | 0.00% | 200 | 200 | — | $2.93万 | 新建仓 |
| GE | GE AEROSPACE 看跌期权 | $2.84万 | 0.00% | 100 | 100 | — | $2.84万 | 新建仓 |
| — | VIVOS THERAPEUTICS INC | $2.83万 | 0.00% | 24,000 | 24,000 | — | $2.83万 | 新建仓 |
| — | SEER INC | $2.79万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW | $2.55万 | 0.00% | 15,350 | 15,350 | — | $2.55万 | 新建仓 |
| REI | RING ENERGY INC | $2.44万 | 0.00% | 15,941 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC 看涨期权 | $2.43万 | 0.00% | 100 | 100 | — | $2.43万 | 新建仓 |
| — | PRAIRIE OPER CO | $2.26万 | 0.00% | 11,150 | -9,359 | -45.6% | -$1.90万 | 减仓 |
| — | NANO DIMENSION LTD | $2.07万 | 0.00% | 12,156 | 12,156 | — | $2.07万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $1.92万 | 0.00% | 14,664 | 14,664 | — | $1.92万 | 新建仓 |
| OPK | OPKO HEALTH INC | $1.85万 | 0.00% | 16,264 | 16,264 | — | $1.85万 | 新建仓 |
| — | MILESTONE SCIENTIFIC INC | $1.25万 | 0.00% | 43,422 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $7,426 | 0.00% | 10,725 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC 看涨期权 | $4,582 | 0.00% | 100 | 100 | — | $4,582 | 新建仓 |
| VST | VISTRA CORP 看涨期权 | $3,346 | 0.00% | 400 | 400 | — | $3,346 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $1,393 | 0.00% | 100 | -600 | -85.7% | -$8,358 | 减仓 |
| — | GOSSAMER BIO INC 看涨期权 | $986 | 0.00% | 3,000 | 3,000 | — | $986 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $285 | 0.00% | 100 | 100 | — | $285 | 新建仓 |
| TECK | TECK RESOURCES LTD 看涨期权 | $13 | 0.00% | 100 | 100 | — | $13 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -432,295 | -100.0% | -$637.64万 | 清仓 |
| GOOGL | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -19,846 | -100.0% | -$364.88万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -36,141 | -100.0% | -$331.09万 | 清仓 |
| WMT | WALMART INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$167.12万 | 清仓 |
| AON | AON PLC 看跌期权 | $0 | 0.00% | 0 | -3,700 | -100.0% | -$130.57万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -11,120 | -100.0% | -$112.93万 | 清仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -9,191 | -100.0% | -$79.89万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -12,807 | -100.0% | -$61.69万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -7,854 | -100.0% | -$56.36万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,129 | -100.0% | -$50.36万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -12,014 | -100.0% | -$50.10万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -13,617 | -100.0% | -$44.21万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -67,473 | -100.0% | -$42.51万 | 清仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -8,098 | -100.0% | -$40.53万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,170 | -100.0% | -$39.79万 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -6,622 | -100.0% | -$38.99万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -2,785 | -100.0% | -$38.94万 | 清仓 |
| TMF | DIREXION SHS ETF TR 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$37.32万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -13,521 | -100.0% | -$36.63万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -9,443 | -100.0% | -$35.95万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -4,208 | -100.0% | -$35.75万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -5,106 | -100.0% | -$34.83万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -5,256 | -100.0% | -$34.36万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -4,837 | -100.0% | -$34.06万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,877 | -100.0% | -$34.02万 | 清仓 |
| HIW | HIGHWOODS PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -10,641 | -100.0% | -$33.90万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -14,668 | -100.0% | -$33.62万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -23,718 | -100.0% | -$33.54万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -4,982 | -100.0% | -$32.89万 | 清仓 |
| MPAA | MOTORCAR PTS AMER INC | $0 | 0.00% | 0 | -26,190 | -100.0% | -$32.32万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VC | VISTEON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,879 | -100.0% | -$30.16万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -6,977 | -100.0% | -$29.89万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,687 | -100.0% | -$29.76万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | -49,418 | -100.0% | -$29.35万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -491 | -100.0% | -$29.01万 | 清仓 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -1,001 | -100.0% | -$28.69万 | 清仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -5,986 | -100.0% | -$28.62万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2,091 | -100.0% | -$27.68万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -3,548 | -100.0% | -$27.29万 | 清仓 |
| QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -14,111 | -100.0% | -$27.19万 | 清仓 |
| PRI | PRIMERICA INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$26.98万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,424 | -100.0% | -$26.57万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -1,833 | -100.0% | -$26.55万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -3,285 | -100.0% | -$26.53万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -11,779 | -100.0% | -$26.42万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXP | BXP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |