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 |
|---|---|---|---|---|---|---|---|---|
| HSTM | HEALTHSTREAM INC | $22.17万 | 0.00% | 8,135 | 8,135 | — | $22.17万 | 新建仓 |
| INVA | INNOVIVA INC | $22.16万 | 0.00% | 9,758 | 106 | 1.1% | $2,407 | 加仓 |
| PKBK | PARKE BANCORP INC | $22.14万 | 0.00% | 6,677 | 6,677 | — | $22.14万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $22.12万 | 0.00% | 2,143 | -433 | -16.8% | -$4.47万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $22.10万 | 0.00% | 3,055 | 3,055 | — | $22.10万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $22.09万 | 0.00% | 1,748 | 1,748 | — | $22.09万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $22.05万 | 0.00% | 4,233 | -3,537 | -45.5% | -$18.42万 | 重新持有 |
| HCC | WARRIOR MET COAL INC | $22.04万 | 0.00% | 2,715 | 272 | 11.1% | $2.21万 | 加仓 |
| VGNT | VERSIGENT PLC | $22.02万 | 0.00% | 5,241 | 5,241 | — | $22.02万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $21.99万 | 0.00% | 754 | -661 | -46.7% | -$19.28万 | 重新持有 |
| FSV | FIRSTSERVICE CORP NEW | $21.98万 | 0.00% | 1,547 | 1,547 | — | $21.98万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $21.97万 | 0.00% | 35,784 | -19,505 | -35.3% | -$11.98万 | 减仓 |
| MP | MP MATERIALS CORP | $21.96万 | 0.00% | 3,921 | -3,091 | -44.1% | -$17.31万 | 重新持有 |
| ROOT | ROOT INC | $21.94万 | 0.00% | 3,924 | 572 | 17.1% | $3.20万 | 重新持有 |
| ECPG | ENCORE CAP GROUP INC | $21.89万 | 0.00% | 2,346 | 2,346 | — | $21.89万 | 新建仓 |
| ICOP | ISHARES TR | $21.86万 | 0.00% | 4,440 | 93 | 2.1% | $4,578 | 加仓 |
| CNA | CNA FINL CORP | $21.85万 | 0.00% | 4,496 | -5,957 | -57.0% | -$28.96万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $21.82万 | 0.00% | 13,321 | -15,668 | -54.0% | -$25.66万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $21.82万 | 0.00% | 1,178 | 1,178 | — | $21.82万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $21.81万 | 0.00% | 2,874 | 2,874 | — | $21.81万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $21.79万 | 0.00% | 11,730 | -11,478 | -49.5% | -$21.32万 | 减仓 |
| KSS | KOHLS CORP | $21.78万 | 0.00% | 12,292 | -2,557 | -17.2% | -$4.53万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $21.75万 | 0.00% | 2,040 | -890 | -30.4% | -$9.49万 | 重新持有 |
| VIRT | VIRTU FINL INC | $21.75万 | 0.00% | 3,651 | 3,651 | — | $21.75万 | 新建仓 |
| KMPR | KEMPER CORP | $21.74万 | 0.00% | 8,064 | -4,495 | -35.8% | -$12.12万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $21.71万 | 0.00% | 887 | 887 | — | $21.71万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $21.68万 | 0.00% | 44,338 | 12,734 | 40.3% | $6.23万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $21.63万 | 0.00% | 11,027 | -10,623 | -49.1% | -$20.84万 | 减仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $21.59万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $21.59万 | 0.00% | 1,439 | 1,439 | — | $21.59万 | 新建仓 |
| CIVB | CIVISTA BANCSHARES INC | $21.58万 | 0.00% | 7,648 | 7,648 | — | $21.58万 | 新建仓 |
| BXP | BXP INC | $21.54万 | 0.00% | 3,249 | -643 | -16.5% | -$4.26万 | 重新持有 |
| HBCP | HOMEBANCORP INC | $21.53万 | 0.00% | 3,142 | 3,142 | — | $21.53万 | 新建仓 |
| AMTB | AMERANT BANCORP INC | $21.48万 | 0.00% | 8,415 | 8,415 | — | $21.48万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $21.46万 | 0.00% | 534 | 534 | — | $21.46万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $21.42万 | 0.00% | 17,849 | 338 | 1.9% | $4,056 | 加仓 |
| HTHT | H WORLD GROUP LTD | $21.37万 | 0.00% | 5,121 | -1,069 | -17.3% | -$4.46万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $21.35万 | 0.00% | 11,001 | 910 | 9.0% | $1.77万 | 加仓 |
| STN | STANTEC INC | $21.29万 | 0.00% | 3,089 | 3,089 | — | $21.29万 | 新建仓 |
| — | NAVIENT CORPORATION | $21.24万 | 0.00% | 24,956 | 24,956 | — | $21.24万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $21.24万 | 0.00% | 4,637 | -91 | -1.9% | -$4,168 | 减仓 |
| XSD | SPDR SERIES TRUST | $21.21万 | 0.00% | 340 | 340 | — | $21.21万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $21.20万 | 0.00% | 3,674 | -2,986 | -44.8% | -$17.23万 | 重新持有 |
| POOL | POOL CORP | $21.13万 | 0.00% | 983 | -1,345 | -57.8% | -$28.91万 | 重新持有 |
| ESTC | ELASTIC N V | $21.10万 | 0.00% | 3,701 | 3,701 | — | $21.10万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $21.09万 | 0.00% | 2,519 | -264 | -9.5% | -$2.21万 | 减仓 |
| RPD | RAPID7 INC | $21.08万 | 0.00% | 26,021 | 26,021 | — | $21.08万 | 新建仓 |
| ISTR | INVESTAR HOLDING CORP | $21.04万 | 0.00% | 7,021 | 7,021 | — | $21.04万 | 新建仓 |
| HEFA | ISHARES TR | $21.01万 | 0.00% | 4,478 | -11,428 | -71.8% | -$53.63万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $20.99万 | 0.00% | 4,447 | -2,330 | -34.4% | -$11.00万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $20.98万 | 0.00% | 8,825 | 8,825 | — | $20.98万 | 新建仓 |
| TDTT | FLEXSHARES TR | $20.97万 | 0.00% | 8,772 | -409 | -4.5% | -$9,779 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $20.95万 | 0.00% | 29,427 | -79 | -0.3% | -$562 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $20.91万 | 0.00% | 10,272 | 10,272 | — | $20.91万 | 新建仓 |
| CNS | COHEN & STEERS INC | $20.87万 | 0.00% | 2,741 | 2,741 | — | $20.87万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $20.75万 | 0.00% | 1,199 | 1,199 | — | $20.75万 | 新建仓 |
| — | GLOBAL X FDS | $20.73万 | 0.00% | 12,060 | 12,060 | — | $20.73万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $20.73万 | 0.00% | 4,817 | -3,680 | -43.3% | -$15.84万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $20.69万 | 0.00% | 6,280 | 6,280 | — | $20.69万 | 新建仓 |
| CXW | CORECIVIC INC | $20.68万 | 0.00% | 6,807 | 6,807 | — | $20.68万 | 新建仓 |
| IOSP | INNOSPEC INC | $20.67万 | 0.00% | 2,540 | 2,540 | — | $20.67万 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $20.67万 | 0.00% | 14,116 | -16 | -0.1% | -$234 | 减仓 |
| PRGO | PERRIGO CO PLC | $20.67万 | 0.00% | 19,890 | -1,391 | -6.5% | -$1.45万 | 重新持有 |
| — | INTERLINK ELECTRS INC | $20.57万 | 0.00% | 42,675 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC | $20.55万 | 0.00% | 617 | 617 | — | $20.55万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $20.55万 | 0.00% | 2,073 | 659 | 46.6% | $6.53万 | 加仓 |
| AIN | ALBANY INTL CORP | $20.55万 | 0.00% | 2,758 | 2,758 | — | $20.55万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $20.54万 | 0.00% | 2,678 | -688 | -20.4% | -$5.28万 | 减仓 |
| IPAR | INTERPARFUMS INC | $20.53万 | 0.00% | 1,835 | -3,117 | -62.9% | -$34.87万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $20.49万 | 0.00% | 18,905 | -13,608 | -41.9% | -$14.75万 | 重新持有 |
| MIDD | MIDDLEBY CORP | $20.47万 | 0.00% | 1,190 | -909 | -43.3% | -$15.64万 | 重新持有 |
| VRNS | VARONIS SYS INC | $20.45万 | 0.00% | 4,873 | 4,873 | — | $20.45万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $20.43万 | 0.00% | 1,995 | -263 | -11.6% | -$2.69万 | 减仓 |
| ATEN | A10 NETWORKS INC | $20.42万 | 0.00% | 5,467 | 5,467 | — | $20.42万 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $20.38万 | 0.00% | 4,731 | 4,731 | — | $20.38万 | 新建仓 |
| IAT | ISHARES TR | $20.38万 | 0.00% | 3,276 | 3,276 | — | $20.38万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $20.37万 | 0.00% | 2,432 | 2,432 | — | $20.37万 | 新建仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $20.34万 | 0.00% | 11,472 | 11,472 | — | $20.34万 | 新建仓 |
| CR | CRANE COMPANY | $20.33万 | 0.00% | 911 | -530 | -36.8% | -$11.83万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $20.33万 | 0.00% | 22,147 | 11,458 | 107.2% | $10.52万 | 加仓 |
| HUBG | HUB GROUP INC | $20.33万 | 0.00% | 4,642 | -4,673 | -50.2% | -$20.46万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.22万 | 0.00% | 10,354 | -9,768 | -48.5% | -$19.07万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $20.15万 | 0.00% | 7,791 | 676 | 9.5% | $1.75万 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $20.11万 | 0.00% | 5,343 | 5,343 | — | $20.11万 | 新建仓 |
| VC | VISTEON CORP | $20.09万 | 0.00% | 2,025 | -1,302 | -39.1% | -$12.92万 | 重新持有 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $20.04万 | 0.00% | 11,673 | 11,673 | — | $20.04万 | 新建仓 |
| IOO | ISHARES TR | $20.03万 | 0.00% | 1,466 | 1,466 | — | $20.03万 | 新建仓 |
| MNSO | MINISO GROUP HLDG LTD | $20.00万 | 0.00% | 16,582 | 16,582 | — | $20.00万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $19.91万 | 0.00% | 18,673 | 1,050 | 6.0% | $1.12万 | 加仓 |
| BILI | BILIBILI INC | $19.81万 | 0.00% | 11,632 | -2,169 | -15.7% | -$3.69万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $19.56万 | 0.00% | 32,662 | 6,768 | 26.1% | $4.05万 | 加仓 |
| MTUS | METALLUS INC | $19.51万 | 0.00% | 10,441 | -44 | -0.4% | -$822 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $19.45万 | 0.00% | 12,336 | 1,669 | 15.6% | $2.63万 | 加仓 |
| CLVT | CLARIVATE PLC | $19.44万 | 0.00% | 90,009 | -48,722 | -35.1% | -$10.52万 | 减仓 |
| NEWT | NEWTEKONE INC | $19.32万 | 0.00% | 13,047 | 13,047 | — | $19.32万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $19.32万 | 0.00% | 11,792 | -14,280 | -54.8% | -$23.40万 | 减仓 |
| SPT | SPROUT SOCIAL INC | $19.17万 | 0.00% | 25,390 | 25,390 | — | $19.17万 | 新建仓 |
| SE | SEA LTD 看涨期权 | $19.17万 | 0.00% | 2,000 | 2,000 | — | $19.17万 | 新建仓 |
| — | RBB FUND TRUST | $19.02万 | 0.00% | 12,912 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $18.97万 | 0.00% | 54,664 | -653 | -1.2% | -$2,266 | 减仓 |