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 |
|---|---|---|---|---|---|---|---|---|
| VVR | INVESCO SR INCOME TR | $7.34万 | 0.00% | 24,456 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC | $7.29万 | 0.00% | 10,433 | 10,433 | — | $7.29万 | 新建仓 |
| EOLS | EVOLUS INC | $7.09万 | 0.00% | 10,218 | 10,218 | — | $7.09万 | 新建仓 |
| SVRA | SAVARA INC | $6.95万 | 0.00% | 11,278 | 11,278 | — | $6.95万 | 新建仓 |
| SABR | SABRE CORP | $6.91万 | 0.00% | 33,069 | 33,069 | — | $6.91万 | 新建仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $6.74万 | 0.00% | 15,856 | 15,856 | — | $6.74万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $6.70万 | 0.00% | 10,041 | 10,041 | — | $6.70万 | 新建仓 |
| — | SERVICE PPTYS TR | $6.60万 | 0.00% | 39,050 | 39,050 | — | $6.60万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $6.50万 | 0.00% | 15,288 | 15,288 | — | $6.50万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $6.40万 | 0.00% | 19,175 | 19,175 | — | $6.40万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.32万 | 0.00% | 10,895 | 10,895 | — | $6.32万 | 新建仓 |
| BLND | BLEND LABS INC | $6.22万 | 0.00% | 36,373 | 36,373 | — | $6.22万 | 新建仓 |
| AIOT | POWERFLEET INC | $6.18万 | 0.00% | 16,139 | 16,139 | — | $6.18万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $6.14万 | 0.00% | 10,123 | 10,123 | — | $6.14万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $6.09万 | 0.00% | 42,297 | -155 | -0.4% | -$223 | 减仓 |
| — | CELLECTAR BIOSCIENCES INC | $6.07万 | 0.00% | 21,850 | 3,000 | 15.9% | $8,340 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $6.04万 | 0.00% | 17,653 | -2,696 | -13.2% | -$9,220 | 减仓 |
| NCMI | NATIONAL CINEMEDIA INC | $5.99万 | 0.00% | 15,769 | 15,769 | — | $5.99万 | 新建仓 |
| AAPL | APPLE INC 看涨期权 | $5.79万 | 0.00% | 200 | -200 | -50.0% | -$5.79万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $5.63万 | 0.00% | 100 | 100 | — | $5.63万 | 新建仓 |
| DNUT | KRISPY KREME INC | $5.63万 | 0.00% | 15,950 | 15,950 | — | $5.63万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $5.43万 | 0.00% | 15,552 | 15,552 | — | $5.43万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $5.32万 | 0.00% | 10,094 | 10,094 | — | $5.32万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $5.27万 | 0.00% | 31,355 | 31,355 | — | $5.27万 | 新建仓 |
| CMTG | CLAROS MTG TR INC | $5.26万 | 0.00% | 22,386 | 22,386 | — | $5.26万 | 新建仓 |
| — | TILLYS INC | $5.06万 | 0.00% | 12,039 | 0 | 0.0% | — | 不变 |
| TBLA | TABOOLA.COM LTD | $5.01万 | 0.00% | 10,018 | 10,018 | — | $5.01万 | 新建仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $4.91万 | 0.00% | 2,000 | 2,000 | — | $4.91万 | 新建仓 |
| — | VISTA GOLD CORP | $4.73万 | 0.00% | 24,789 | 24,789 | — | $4.73万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $4.43万 | 0.00% | 10,815 | 10,815 | — | $4.43万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.32万 | 0.00% | 22,516 | 265 | 1.2% | $509 | 加仓 |
| PRME | PRIME MEDICINE INC | $4.31万 | 0.00% | 11,686 | 13 | 0.1% | $48 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $4.11万 | 0.00% | 11,203 | -3,959 | -26.1% | -$1.45万 | 减仓 |
| DNN | DENISON MINES CORP | $4.10万 | 0.00% | 13,402 | -3,000 | -18.3% | -$9,180 | 减仓 |
| — | FLUENT INC | $3.80万 | 0.00% | 10,190 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.73万 | 0.00% | 100 | -200 | -66.7% | -$7.46万 | 减仓 |
| — | OLAPLEX HLDGS INC | $3.51万 | 0.00% | 17,104 | -392 | -2.2% | -$804 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $3.29万 | 0.00% | 13,534 | 13,534 | — | $3.29万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $3.28万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $3.04万 | 0.00% | 10,530 | 10,530 | — | $3.04万 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2.90万 | 0.00% | 10,262 | 10,262 | — | $2.90万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $2.77万 | 0.00% | 15,385 | 721 | 4.9% | $1,298 | 加仓 |
| — | SEER INC | $2.76万 | 0.00% | 16,600 | 0 | 0.0% | — | 不变 |
| — | EVE HLDG INC | $2.53万 | 0.00% | 10,063 | 10,063 | — | $2.53万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $2.44万 | 0.00% | 10,441 | 10,441 | — | $2.44万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $2.33万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC | $2.26万 | 0.00% | 20,941 | 5,000 | 31.4% | $5,400 | 加仓 |
| URG | UR-ENERGY INC | $1.95万 | 0.00% | 14,320 | 14,320 | — | $1.95万 | 新建仓 |
| — | NANO DIMENSION LTD | $1.76万 | 0.00% | 12,156 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP 看涨期权 | $1.65万 | 0.00% | 700 | 700 | — | $1.65万 | 新建仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $1.51万 | 0.00% | 200 | 200 | — | $1.51万 | 新建仓 |
| — | MILESTONE SCIENTIFIC INC | $1.39万 | 0.00% | 43,422 | 0 | 0.0% | — | 不变 |
| — | OCEAN PWR TECHNOLOGIES INC | $1.31万 | 0.00% | 50,000 | 50,000 | — | $1.31万 | 新建仓 |
| — | VIVOS THERAPEUTICS INC | $1.09万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD 看涨期权 | $1.08万 | 0.00% | 100 | 100 | — | $1.08万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $9,928 | 0.00% | 100 | 100 | — | $9,928 | 新建仓 |
| GDXJ | VANECK ETF TRUST 看涨期权 | $9,825 | 0.00% | 100 | 100 | — | $9,825 | 新建仓 |
| MSTR | STRATEGY INC 看涨期权 | $8,693 | 0.00% | 100 | 100 | — | $8,693 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $7,927 | 0.00% | 10,725 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $7,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC 看涨期权 | $4,316 | 0.00% | 200 | 200 | — | $4,316 | 新建仓 |
| — | GOSSAMER BIO INC | $3,614 | 0.00% | 21,951 | -68,619 | -75.8% | -$1.13万 | 减仓 |
| IBRX | IMMUNITYBIO INC 看涨期权 | $2,627 | 0.00% | 300 | 300 | — | $2,627 | 新建仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -70,333 | -100.0% | -$324.87万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -24,029 | -100.0% | -$181.64万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -44,487 | -100.0% | -$156.33万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -55,391 | -100.0% | -$143.35万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -4,120 | -100.0% | -$94.92万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -12,569 | -100.0% | -$81.62万 | 清仓 |
| EUSB | ISHARES TR | $0 | 0.00% | 0 | -17,462 | -100.0% | -$75.96万 | 清仓 |
| VAW | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,053 | -100.0% | -$68.80万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -24,820 | -100.0% | -$66.24万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -3,360 | -100.0% | -$60.76万 | 清仓 |
| FER | FERROVIAL SE | $0 | 0.00% | 0 | -8,599 | -100.0% | -$55.94万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -56,162 | -100.0% | -$50.77万 | 清仓 |
| — | PLDT INC | $0 | 0.00% | 0 | -23,983 | -100.0% | -$50.46万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -15,749 | -100.0% | -$46.45万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,917 | -100.0% | -$44.98万 | 清仓 |
| LI | LI AUTO INC | $0 | 0.00% | 0 | -24,610 | -100.0% | -$43.88万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -5,540 | -100.0% | -$43.85万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$42.28万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -3,317 | -100.0% | -$41.80万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -6,852 | -100.0% | -$38.68万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -1,128 | -100.0% | -$38.54万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -7,502 | -100.0% | -$37.13万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -2,854 | -100.0% | -$36.45万 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -8,785 | -100.0% | -$36.36万 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -2,980 | -100.0% | -$34.65万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,362 | -100.0% | -$34.05万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -4,990 | -100.0% | -$33.44万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,210 | -100.0% | -$32.71万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -6,971 | -100.0% | -$32.58万 | 清仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -4,837 | -100.0% | -$29.16万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -874 | -100.0% | -$28.70万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -3,293 | -100.0% | -$27.93万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -2,282 | -100.0% | -$27.29万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -3,333 | -100.0% | -$27.08万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,271 | -100.0% | -$26.47万 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,981 | -100.0% | -$26.37万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -7,470 | -100.0% | -$26.23万 | 清仓 |