13F 机构持仓

Sequoia Financial Advisors, LLC

Akron OH · SEC CIK 0001599900

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$200.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 6.8%
SFGV 5.8%
IXUS 2.9%
AAPL 2.8%
NVDA 2.6%
VONG 2.1%
DSTL 1.9%
DFAU 1.9%
MSFT 1.7%
JPIE 1.6%

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
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
CVSA ADTALEM GLOBAL ED INC $00.00%0 -2,506-100.0% -$25.93万 清仓
BFAM BRIGHT HORIZONS FAM SOL IN D $00.00%0 -2,554-100.0% -$25.90万 清仓
SFBS SERVISFIRST BANCSHARES INC $00.00%0 -3,537-100.0% -$25.39万 清仓
BROS DUTCH BROS INC $00.00%0 -4,126-100.0% -$25.26万 清仓
ROIV ROIVANT SCIENCES LTD $00.00%0 —— — 申报中断
BRBR BELLRING BRANDS INC $00.00%0 —— — 申报中断
GBCI GLACIER BANCORP INC NEW $00.00%0 -5,664-100.0% -$24.95万 清仓
CBU COMMUNITY FINANCIAL SYSTEM I $00.00%0 -4,334-100.0% -$24.89万 清仓
PII POLARIS INC $00.00%0 —— — 申报中断
ESAB ESAB CORPORATION $00.00%0 -2,178-100.0% -$24.33万 清仓
MAT MATTEL INC $00.00%0 -12,224-100.0% -$24.25万 清仓
ROOT ROOT INC $00.00%0 —— — 申报中断
W WAYFAIR INC $00.00%0 -2,410-100.0% -$24.20万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 —— — 申报中断
AAL AMERICAN AIRLS GROUP INC $00.00%0 —— — 申报中断
BBIO BRIDGEBIO PHARMA INC $00.00%0 -3,134-100.0% -$23.97万 清仓
AX AXOS FINANCIAL INC $00.00%0 -2,778-100.0% -$23.94万 清仓
ABG ASBURY AUTOMOTIVE GROUP INC $00.00%0 -1,029-100.0% -$23.93万 清仓
PLNT PLANET FITNESS INC $00.00%0 -2,202-100.0% -$23.89万 清仓
— DAYFORCE INC $00.00%0 -3,437-100.0% -$23.77万 清仓
GLXY GALAXY DIGITAL INC. $00.00%0 —— — 申报中断
CHDN CHURCHILL DOWNS INC $00.00%0 -2,069-100.0% -$23.54万 清仓
WIX WIX COM LTD $00.00%0 -2,263-100.0% -$23.51万 清仓
WPP WPP PLC NEW $00.00%0 -10,468-100.0% -$23.51万 清仓
PRM PERIMETER SOLUTIONS INC $00.00%0 —— — 申报中断
UE URBAN EDGE PPTYS $00.00%0 —— — 申报中断
— MIND MEDICINE MINDMED INC $00.00%0 -17,173-100.0% -$22.99万 清仓
AROC ARCHROCK INC $00.00%0 —— — 申报中断
SHOO MADDEN STEVEN LTD $00.00%0 -5,398-100.0% -$22.48万 清仓
HURN HURON CONSULTING GROUP INC $00.00%0 -1,296-100.0% -$22.41万 清仓
PFSI PENNYMAC FINL SVCS INC NEW $00.00%0 -1,688-100.0% -$22.25万 清仓
RLI RLI CORP $00.00%0 -3,432-100.0% -$21.96万 清仓
JETS ETF SER SOLUTIONS $00.00%0 —— — 申报中断
OLED UNIVERSAL DISPLAY CORP $00.00%0 -1,863-100.0% -$21.76万 清仓
ONON ON HLDG AG $00.00%0 —— — 申报中断
JBTM JBT MAREL CORPORATION $00.00%0 —— — 申报中断
— INVESCO TR INVT GRADE MUNS $00.00%0 -20,953-100.0% -$21.73万 清仓
RAL RALLIANT CORP $00.00%0 —— — 申报中断
PFGC PERFORMANCE FOOD GROUP CO $00.00%0 —— — 申报中断
NMIH NMI HLDGS INC $00.00%0 -5,246-100.0% -$21.40万 清仓
DORM DORMAN PRODS INC $00.00%0 -1,730-100.0% -$21.31万 清仓
SLM SLM CORP $00.00%0 -7,852-100.0% -$21.25万 清仓
— CONFLUENT INC $00.00%0 -7,000-100.0% -$21.17万 清仓
LAUR LAUREATE EDUCATION INC $00.00%0 -6,282-100.0% -$21.15万 清仓
CFR CULLEN FROST BANKERS INC $00.00%0 -1,650-100.0% -$20.90万 清仓
SXT SENSIENT TECHNOLOGIES CORP $00.00%0 -2,222-100.0% -$20.88万 清仓
LEU CENTRUS ENERGY CORP $00.00%0 -849-100.0% -$20.61万 清仓
AUB ATLANTIC UN BANKSHARES CORP $00.00%0 -5,826-100.0% -$20.57万 清仓
FFIN FIRST FINL BANKSHARES INC $00.00%0 -6,883-100.0% -$20.56万 清仓
BRKR BRUKER CORP $00.00%0 —— — 申报中断
HOMB HOME BANCSHARES INC $00.00%0 -7,363-100.0% -$20.45万 清仓
FULT FULTON FINL CORP PA $00.00%0 -10,557-100.0% -$20.41万 清仓
NNI NELNET INC $00.00%0 -1,534-100.0% -$20.40万 清仓
ATHM AUTOHOME INC $00.00%0 -9,159-100.0% -$20.39万 清仓
GATX GATX CORP $00.00%0 -1,202-100.0% -$20.39万 清仓
SMTC SEMTECH CORP $00.00%0 —— — 申报中断
AEO AMERICAN EAGLE OUTFITTERS IN $00.00%0 -7,669-100.0% -$20.22万 清仓
— SEALED AIR CORP NEW $00.00%0 -4,874-100.0% -$20.19万 清仓
CNM CORE & MAIN INC $00.00%0 -3,881-100.0% -$20.17万 清仓
CART MAPLEBEAR INC $00.00%0 —— — 申报中断
VFC V F CORP $00.00%0 —— — 申报中断
COST COSTCO WHSL CORP NEW 看涨期权 $00.00%0 -200-100.0% -$17.25万 清仓
BBDC BARINGS BDC INC $00.00%0 -14,854-100.0% -$13.64万 清仓
TDG TRANSDIGM GROUP INC 看跌期权 $00.00%0 -100-100.0% -$13.30万 清仓
GOOG ALPHABET INC 看涨期权 $00.00%0 -400-100.0% -$12.55万 清仓
GE GE AEROSPACE 看涨期权 $00.00%0 -400-100.0% -$12.32万 清仓
WU WESTERN UN CO $00.00%0 -13,027-100.0% -$12.13万 清仓
LCID LUCID GROUP INC $00.00%0 -10,746-100.0% -$11.36万 清仓
CLSK CLEANSPARK INC $00.00%0 —— — 申报中断
XBGYX BLACKROCK ENHANCED INTL DIV $00.00%0 -17,763-100.0% -$10.44万 清仓
BGC BGC GROUP INC $00.00%0 —— — 申报中断
OGN ORGANON & CO $00.00%0 —— — 申报中断
— TELEFONICA S A $00.00%0 -17,549-100.0% -$7.11万 清仓
— DOLLY VARDEN SILVER CORP $00.00%0 -14,937-100.0% -$6.59万 清仓
IBM INTERNATIONAL BUSINESS MACHS 看涨期权 $00.00%0 -200-100.0% -$5.92万 清仓
ALT ALTIMMUNE INC $00.00%0 —— — 申报中断
— ALIGHT INC $00.00%0 -22,472-100.0% -$4.38万 清仓
AMGN AMGEN INC 看涨期权 $00.00%0 -100-100.0% -$3.27万 清仓
RC READY CAPITAL CORP $00.00%0 -12,577-100.0% -$2.74万 清仓
MRVL MARVELL TECHNOLOGY INC 看涨期权 $00.00%0 -300-100.0% -$2.55万 清仓
M MACYS INC 看跌期权 $00.00%0 -1,000-100.0% -$2.21万 清仓
SOFI SOFI TECHNOLOGIES INC 看涨期权 $00.00%0 -800-100.0% -$2.09万 清仓
— AGILON HEALTH INC $00.00%0 -27,814-100.0% -$1.92万 清仓
TMF DIREXION SHS ETF TR $00.00%0 -481-100.0% -$1.80万 清仓
SLV ISHARES SILVER TR 看涨期权 $00.00%0 -200-100.0% -$1.29万 清仓
SLV ISHARES SILVER TR 看跌期权 $00.00%0 -200-100.0% -$1.29万 清仓
RIO RIO TINTO PLC 看涨期权 $00.00%0 -500-100.0% -$2,025 清仓
HL HECLA MNG CO 看涨期权 $00.00%0 -400-100.0% -$1,867 清仓
UEC URANIUM ENERGY CORP 看涨期权 $00.00%0 -1,100-100.0% -$1,475 清仓
JBHT HUNT J B TRANS SVCS INC 看涨期权 $00.00%0 -100-100.0% -$1,238 清仓
NG NOVAGOLD RES INC 看涨期权 $00.00%0 -400-100.0% -$964 清仓
MP MP MATERIALS CORP 看涨期权 $00.00%0 -200-100.0% -$44 清仓