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 |
|---|---|---|---|---|---|---|---|---|
| — | PIONEER BANCORP INC MD | $18.85万 | 0.00% | 11,041 | 18 | 0.2% | $307 | 加仓 |
| CLSK | CLEANSPARK INC | $18.79万 | 0.00% | 12,916 | 2,531 | 24.4% | $3.68万 | 重新持有 |
| FSK | FS KKR CAP CORP | $18.74万 | 0.00% | 17,844 | -20,829 | -53.9% | -$21.87万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $18.73万 | 0.00% | 23,092 | 9,641 | 71.7% | $7.82万 | 加仓 |
| — | SILVER BOW MNG CORP | $18.72万 | 0.00% | 27,692 | 27,692 | — | $18.72万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $18.67万 | 0.00% | 16,423 | 145 | 0.9% | $1,649 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $18.31万 | 0.00% | 26,775 | 26,775 | — | $18.31万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $18.25万 | 0.00% | 24,199 | 24,199 | — | $18.25万 | 新建仓 |
| BV | BRIGHTVIEW HLDGS INC | $18.15万 | 0.00% | 12,812 | 12,812 | — | $18.15万 | 新建仓 |
| CDE | COEUR MNG INC | $17.94万 | 0.00% | 10,994 | 372 | 3.5% | $6,071 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.86万 | 0.00% | 13,951 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $17.71万 | 0.00% | 26,868 | 26,868 | — | $17.71万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $17.63万 | 0.00% | 12,296 | 44 | 0.4% | $631 | 加仓 |
| ATOM | ATOMERA INC | $17.58万 | 0.00% | 20,183 | 20,183 | — | $17.58万 | 新建仓 |
| VFC | V F CORP | $17.10万 | 0.00% | 10,253 | -786 | -7.1% | -$1.31万 | 重新持有 |
| HGTY | HAGERTY INC | $16.98万 | 0.00% | 14,247 | 14,247 | — | $16.98万 | 新建仓 |
| HOPE | HOPE BANCORP INC | $16.96万 | 0.00% | 12,401 | -619 | -4.8% | -$8,468 | 减仓 |
| KD | KYNDRYL HLDGS INC | $16.87万 | 0.00% | 14,912 | -1,551 | -9.4% | -$1.75万 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $16.76万 | 0.00% | 18,315 | 18,315 | — | $16.76万 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO | $16.72万 | 0.00% | 12,594 | 12,594 | — | $16.72万 | 新建仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $16.32万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FIRST NORTHWEST BANCORP | $16.21万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC INVEST | $16.18万 | 0.00% | 21,400 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $16.13万 | 0.00% | 11,613 | 11,613 | — | $16.13万 | 新建仓 |
| PD | PAGERDUTY INC | $16.07万 | 0.00% | 16,656 | 16,656 | — | $16.07万 | 新建仓 |
| PHR | PHREESIA INC | $15.88万 | 0.00% | 15,432 | 15,432 | — | $15.88万 | 新建仓 |
| CRM | SALESFORCE INC 看涨期权 | $15.67万 | 0.00% | 1,000 | 1,000 | — | $15.67万 | 新建仓 |
| TE | T1 ENERGY INC | $15.23万 | 0.00% | 16,066 | 16,066 | — | $15.23万 | 新建仓 |
| AHRT | AH RLTY TR INC | $15.16万 | 0.00% | 21,414 | 21,414 | — | $15.16万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $15.12万 | 0.00% | 66,012 | 34,860 | 111.9% | $7.98万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $14.99万 | 0.00% | 11,748 | -14 | -0.1% | -$179 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $14.87万 | 0.00% | 30,160 | -13,998 | -31.7% | -$6.90万 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $14.79万 | 0.00% | 10,793 | 10,793 | — | $14.79万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $14.75万 | 0.00% | 11,400 | 1,979 | 21.0% | $2.56万 | 重新持有 |
| BMNR | BITMINE IMMERSION TECHS INC | $14.73万 | 0.00% | 11,065 | 381 | 3.6% | $5,071 | 加仓 |
| FRSH | FRESHWORKS INC | $14.53万 | 0.00% | 14,358 | -1,799 | -11.1% | -$1.82万 | 减仓 |
| HYLN | HYLIION HOLDINGS CORP | $14.53万 | 0.00% | 27,887 | 27,887 | — | $14.53万 | 新建仓 |
| ALOY | REALLOYS INC | $14.45万 | 0.00% | 10,000 | 10,000 | — | $14.45万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $14.18万 | 0.00% | 44,740 | 33,869 | 311.6% | $10.74万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $14.12万 | 0.00% | 21,396 | 3,064 | 16.7% | $2.02万 | 加仓 |
| CXM | SPRINKLR INC | $14.01万 | 0.00% | 27,151 | 8,322 | 44.2% | $4.29万 | 加仓 |
| OI | O-I GLASS INC | $13.92万 | 0.00% | 14,450 | 14,450 | — | $13.92万 | 新建仓 |
| STNE | STONECO LTD | $13.88万 | 0.00% | 12,802 | 12,802 | — | $13.88万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $13.71万 | 0.00% | 32,957 | 1,691 | 5.4% | $7,035 | 加仓 |
| SRI | STONERIDGE INC | $13.35万 | 0.00% | 18,241 | -362 | -1.9% | -$2,650 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $13.33万 | 0.00% | 63,478 | 2,198 | 3.6% | $4,616 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $13.30万 | 0.00% | 29,623 | 29,623 | — | $13.30万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $12.62万 | 0.00% | 11,891 | -13,511 | -53.2% | -$14.34万 | 减仓 |
| SMR | NUSCALE PWR CORP | $12.59万 | 0.00% | 12,554 | 12,554 | — | $12.59万 | 新建仓 |
| BGC | BGC GROUP INC | $12.52万 | 0.00% | 11,714 | 489 | 4.4% | $5,227 | 重新持有 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $12.39万 | 0.00% | 24,015 | -4,721 | -16.4% | -$2.44万 | 减仓 |
| GNW | GENWORTH FINL INC | $12.33万 | 0.00% | 13,025 | 817 | 6.7% | $7,737 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $11.95万 | 0.00% | 22,083 | 10,590 | 92.1% | $5.73万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $11.92万 | 0.00% | 500 | -400 | -44.4% | -$9.53万 | 减仓 |
| SNAP | SNAP INC | $11.81万 | 0.00% | 26,588 | 13,558 | 104.1% | $6.02万 | 加仓 |
| CERT | CERTARA INC | $11.73万 | 0.00% | 17,906 | 1,923 | 12.0% | $1.26万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.70万 | 0.00% | 19,900 | 19,900 | — | $11.70万 | 新建仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $11.57万 | 0.00% | 14,624 | 14,624 | — | $11.57万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $11.56万 | 0.00% | 15,812 | 15,812 | — | $11.56万 | 新建仓 |
| — | ACV AUCTIONS INC | $11.44万 | 0.00% | 15,915 | 15,915 | — | $11.44万 | 新建仓 |
| TAL | TAL ED GROUP | $11.44万 | 0.00% | 11,952 | -170 | -1.4% | -$1,627 | 减仓 |
| AGNC | AGNC INVT CORP | $11.37万 | 0.00% | 10,433 | -12,867 | -55.2% | -$14.02万 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $11.36万 | 0.00% | 53,821 | 53,821 | — | $11.36万 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS | $11.22万 | 0.00% | 16,003 | 16,003 | — | $11.22万 | 新建仓 |
| CODI | COMPASS DIVERSIFIED | $11.08万 | 0.00% | 10,391 | 11 | 0.1% | $117 | 加仓 |
| NOMD | NOMAD FOODS LTD | $10.95万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $10.90万 | 0.00% | 50,452 | 69 | 0.1% | $149 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $10.85万 | 0.00% | 19,587 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $10.81万 | 0.00% | 22,329 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看跌期权 | $10.72万 | 0.00% | 300 | -12,400 | -97.6% | -$443.14万 | 重新持有 |
| GOOG | ALPHABET INC 看跌期权 | $10.60万 | 0.00% | 300 | 300 | — | $10.60万 | 新建仓 |
| AI | C3 AI INC | $10.59万 | 0.00% | 11,648 | 11,648 | — | $10.59万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $10.51万 | 0.00% | 13,805 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $10.47万 | 0.00% | 20,700 | -30,650 | -59.7% | -$15.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $10.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | LUCID DIAGNOSTICS INC | $9.86万 | 0.00% | 92,150 | 92,150 | — | $9.86万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $9.85万 | 0.00% | 44,980 | 29,445 | 189.5% | $6.45万 | 加仓 |
| ALT | ALTIMMUNE INC | $9.81万 | 0.00% | 32,285 | 19,857 | 159.8% | $6.04万 | 重新持有 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $9.46万 | 0.00% | 41,300 | 41,300 | — | $9.46万 | 新建仓 |
| NEOG | NEOGEN CORP | $9.39万 | 0.00% | 10,449 | 10,449 | — | $9.39万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $9.34万 | 0.00% | 152,500 | 104,500 | 217.7% | $6.40万 | 加仓 |
| MBI | MBIA INC | $9.22万 | 0.00% | 14,140 | 14,140 | — | $9.22万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $9.10万 | 0.00% | 21,359 | 21,359 | — | $9.10万 | 新建仓 |
| SG | SWEETGREEN INC | $8.99万 | 0.00% | 10,202 | 10,202 | — | $8.99万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $8.94万 | 0.00% | 10,023 | -651 | -6.1% | -$5,807 | 减仓 |
| ACCO | ACCO BRANDS CORP | $8.87万 | 0.00% | 21,311 | 8,877 | 71.4% | $3.69万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $8.86万 | 0.00% | 10,580 | 10,580 | — | $8.86万 | 新建仓 |
| ASAN | ASANA INC | $8.79万 | 0.00% | 12,562 | 12,562 | — | $8.79万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $8.79万 | 0.00% | 10,057 | 10,057 | — | $8.79万 | 新建仓 |
| WEST | WESTROCK COFFEE CO | $8.77万 | 0.00% | 10,812 | 10,812 | — | $8.77万 | 新建仓 |
| OEC | ORION S.A. | $8.44万 | 0.00% | 12,725 | 346 | 2.8% | $2,294 | 加仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $8.42万 | 0.00% | 15,093 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $7.96万 | 0.00% | 13,475 | 13,475 | — | $7.96万 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $7.93万 | 0.00% | 10,109 | 10,109 | — | $7.93万 | 新建仓 |
| — | STEALTHGAS INC | $7.90万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | STABILIS SOLUTIONS INC | $7.88万 | 0.00% | 19,464 | 2,000 | 11.5% | $8,100 | 加仓 |
| EVH | EVOLENT HEALTH INC | $7.76万 | 0.00% | 14,313 | 14,313 | — | $7.76万 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $7.52万 | 0.00% | 13,235 | 13,235 | — | $7.52万 | 新建仓 |
| RZLT | REZOLUTE INC | $7.51万 | 0.00% | 14,448 | 14,448 | — | $7.51万 | 新建仓 |
| WMB | WILLIAMS COS INC 看涨期权 | $7.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |