13F 机构持仓

Sequoia Financial Advisors, LLC

Akron OH · SEC CIK 0001599900

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.1%
SFGV 5.5%
IXUS 3.0%
AAPL 2.9%
NVDA 2.8%
VONG 2.2%
DFAU 2.0%
DSTL 1.8%
MSFT 1.7%
PYLD 1.6%

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
SIVR ABRDN SILVER ETF TRUST $00.00%0 -3,648-100.0% -$26.12万 清仓
SCHP SCHWAB STRATEGIC TR $00.00%0 -9,303-100.0% -$24.76万 清仓
BOX BOX INC $00.00%0 -10,363-100.0% -$24.50万 清仓
APAM ARTISAN PARTNERS ASSET MGMT $00.00%0 -6,597-100.0% -$24.01万 清仓
GLBE GLOBAL E ONLINE LTD $00.00%0 -7,650-100.0% -$23.60万 清仓
UHAL U HAUL HOLDING COMPANY $00.00%0 -4,917-100.0% -$23.49万 清仓
CAVA CAVA GROUP INC $00.00%0 -2,899-100.0% -$23.45万 清仓
FRHC FREEDOM HOLDING CORP $00.00%0 -1,615-100.0% -$23.40万 清仓
TTEK TETRA TECH INC NEW $00.00%0 -7,723-100.0% -$23.26万 清仓
IGIB ISHARES TR $00.00%0 -4,336-100.0% -$23.08万 清仓
VNLA JANUS DETROIT STR TR $00.00%0 -4,668-100.0% -$22.81万 清仓
KNF KNIFE RIVER CORP $00.00%0 -2,786-100.0% -$22.75万 清仓
IWX ISHARES TR $00.00%0 -2,453-100.0% -$22.74万 清仓
— CARNIVAL PLC $00.00%0 -8,545-100.0% -$22.02万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -10,226-100.0% -$21.97万 清仓
LTM LATAM AIRLINES GROUP SA $00.00%0 -4,403-100.0% -$21.77万 清仓
ETV EATON VANCE TAX-MANAGED BUY- $00.00%0 -15,900-100.0% -$21.74万 清仓
CHWY CHEWY INC $00.00%0 -8,044-100.0% -$21.72万 清仓
BCH BANCO DE CHILE $00.00%0 -5,760-100.0% -$21.34万 清仓
THO THOR INDS INC $00.00%0 -2,667-100.0% -$21.31万 清仓
— SUPERNUS PHARMACEUTICALS $00.00%0 -4,099-100.0% -$21.19万 清仓
YELP YELP INC $00.00%0 -8,491-100.0% -$21.01万 清仓
AMCR AMCOR PLC $00.00%0 -5,278-100.0% -$20.98万 清仓
WLDN WILLDAN GROUP INC $00.00%0 -2,739-100.0% -$20.97万 清仓
IDU ISHARES TR $00.00%0 -1,803-100.0% -$20.93万 清仓
— VANECK ETF TRUST $00.00%0 -7,275-100.0% -$20.93万 清仓
BIO BIO RAD LABS INC $00.00%0 -750-100.0% -$20.91万 清仓
DMC FRESH DEL MONTE PRODUCE INC $00.00%0 -5,173-100.0% -$20.83万 清仓
JBS JBS N.V. $00.00%0 -11,591-100.0% -$20.82万 清仓
OR OR ROYALTIES INC. $00.00%0 -5,361-100.0% -$20.38万 清仓
— ISHARES INC $00.00%0 -5,000-100.0% -$20.34万 清仓
WAY WAYSTAR HLDG CORP $00.00%0 -8,405-100.0% -$20.26万 清仓
BDC BELDEN INC $00.00%0 -1,761-100.0% -$20.22万 清仓
ICLN ISHARES TR $00.00%0 -10,656-100.0% -$19.49万 清仓
FIVN FIVE9 INC $00.00%0 -10,494-100.0% -$15.92万 清仓
XETYX EATON VANCE TAX-MANAGED DIVE $00.00%0 -11,483-100.0% -$15.84万 清仓
NMRK NEWMARK GROUP INC $00.00%0 -10,410-100.0% -$15.60万 清仓
HLF HERBALIFE LTD $00.00%0 -10,296-100.0% -$15.16万 清仓
GLD SPDR GOLD TR 看涨期权 $00.00%0 -300-100.0% -$12.91万 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -13,521-100.0% -$12.20万 清仓
AVPT AVEPOINT INC $00.00%0 -12,441-100.0% -$11.83万 清仓
— LEGGETT & PLATT INC $00.00%0 -11,410-100.0% -$11.27万 清仓
RLJ RLJ LODGING TR $00.00%0 -14,522-100.0% -$10.78万 清仓
SOUN SOUNDHOUND AI INC $00.00%0 -14,951-100.0% -$10.27万 清仓
SUZ SUZANO S A $00.00%0 -10,034-100.0% -$10.04万 清仓
SHO SUNSTONE HOTEL INVS INC NEW $00.00%0 -10,058-100.0% -$9.06万 清仓
HDSN HUDSON TECHNOLOGIES INC $00.00%0 -14,000-100.0% -$8.23万 清仓
— MONROE CAP CORP $00.00%0 -17,000-100.0% -$7.82万 清仓
LZ LEGALZOOM COM INC $00.00%0 -13,651-100.0% -$7.74万 清仓
ORCL ORACLE CORP 看涨期权 $00.00%0 -500-100.0% -$7.36万 清仓
OPEN OPENDOOR TECHNOLOGIES INC $00.00%0 -13,842-100.0% -$6.48万 清仓
AVGO BROADCOM INC 看涨期权 $00.00%0 -300-100.0% -$6.37万 清仓
EQT EQT CORP 看涨期权 $00.00%0 -1,000-100.0% -$6.36万 清仓
AUR AURORA INNOVATION INC $00.00%0 -12,901-100.0% -$5.32万 清仓
BABA ALIBABA GROUP HLDG LTD 看涨期权 $00.00%0 -400-100.0% -$5.02万 清仓
YEXT YEXT INC $00.00%0 -12,641-100.0% -$4.85万 清仓
NABL N-ABLE INC $00.00%0 -10,181-100.0% -$4.75万 清仓
GE GE AEROSPACE 看跌期权 $00.00%0 -100-100.0% -$2.84万 清仓
EGHT 8X8 INC NEW $00.00%0 -15,350-100.0% -$2.55万 清仓
ADBE ADOBE INC 看涨期权 $00.00%0 -100-100.0% -$2.43万 清仓
— PRAIRIE OPER CO $00.00%0 -11,150-100.0% -$2.26万 清仓
OPK OPKO HEALTH INC $00.00%0 -16,264-100.0% -$1.85万 清仓
AFRM AFFIRM HLDGS INC 看涨期权 $00.00%0 -100-100.0% -$4,582 清仓
VST VISTRA CORP 看涨期权 $00.00%0 -400-100.0% -$3,346 清仓
— GOSSAMER BIO INC 看涨期权 $00.00%0 -3,000-100.0% -$986 清仓
XLE SELECT SECTOR SPDR TR 看涨期权 $00.00%0 -100-100.0% -$285 清仓
TECK TECK RESOURCES LTD 看涨期权 $00.00%0 -100-100.0% -$13 清仓