Sequoia Financial Advisors, LLC
Akron OH · SEC CIK 0001599900
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $1,054.63万 | 0.06% | 51,574 | 64 | 0.1% | $1.31万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,048.07万 | 0.06% | 22,085 | 20,571 | 1,358.7% | $976.22万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,043.32万 | 0.06% | 208,705 | 14,723 | 7.6% | $73.60万 | 加仓 |
| WPC | WP CAREY INC | $1,042.91万 | 0.06% | 153,460 | 2,941 | 2.0% | $19.99万 | 加仓 |
| SO | SOUTHERN CO | $1,042.17万 | 0.06% | 107,975 | 10,449 | 10.7% | $100.85万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,020.83万 | 0.06% | 168,316 | 15,178 | 9.9% | $92.05万 | 加仓 |
| CCJ | CAMECO CORP | $1,014.70万 | 0.06% | 93,426 | -2,725 | -2.8% | -$29.60万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $998.94万 | 0.06% | 112,620 | -234,058 | -67.5% | -$2,076.09万 | 减仓 |
| PFE | PFIZER INC | $994.38万 | 0.06% | 354,125 | 15,289 | 4.5% | $42.93万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $978.86万 | 0.05% | 128,764 | -17,090 | -11.7% | -$129.92万 | 减仓 |
| IMTM | ISHARES TR | $965.65万 | 0.05% | 201,093 | -3,707 | -1.8% | -$17.80万 | 减仓 |
| INTU | INTUIT | $963.40万 | 0.05% | 22,281 | 1,768 | 8.6% | $76.45万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $954.55万 | 0.05% | 385,679 | 1,458 | 0.4% | $3.61万 | 加仓 |
| DGRW | WISDOMTREE TR | $954.27万 | 0.05% | 108,637 | -3,410 | -3.0% | -$29.95万 | 减仓 |
| ACWV | ISHARES INC | $941.34万 | 0.05% | 78,766 | 1,108 | 1.4% | $13.24万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $931.03万 | 0.05% | 1,339,607 | -29,361 | -2.1% | -$20.41万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $921.09万 | 0.05% | 122,649 | 23,616 | 23.8% | $177.36万 | 加仓 |
| DE | DEERE & CO | $907.99万 | 0.05% | 16,119 | -827 | -4.9% | -$46.59万 | 减仓 |
| CB | CHUBB LTD SWITZ | $889.11万 | 0.05% | 27,279 | -1 | -0.0% | -$326 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $885.57万 | 0.05% | 565,859 | -125,343 | -18.1% | -$196.16万 | 减仓 |
| LIN | LINDE PLC | $871.44万 | 0.05% | 17,578 | 1,766 | 11.2% | $87.55万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $865.84万 | 0.05% | 297,745 | 1,231 | 0.4% | $3.58万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $863.80万 | 0.05% | 29,615 | -439 | -1.5% | -$12.80万 | 减仓 |
| ZS | ZSCALER INC | $860.19万 | 0.05% | 61,315 | 835 | 1.4% | $11.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $859.83万 | 0.05% | 130,297 | 11,446 | 9.6% | $75.53万 | 加仓 |
| USB | US BANCORP | $854.97万 | 0.05% | 164,385 | 1,555 | 1.0% | $8.09万 | 加仓 |
| DVY | ISHARES TR | $845.11万 | 0.05% | 55,816 | -1,603 | -2.8% | -$24.27万 | 减仓 |
| MCK | MCKESSON CORP | $840.24万 | 0.05% | 9,710 | 168 | 1.8% | $14.54万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $836.66万 | 0.05% | 136,576 | -222 | -0.2% | -$1.36万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $829.96万 | 0.05% | 112,706 | -25,764 | -18.6% | -$189.73万 | 减仓 |
| COP | CONOCOPHILLIPS | $828.19万 | 0.05% | 62,741 | 8,220 | 15.1% | $108.50万 | 加仓 |
| GLW | CORNING INC | $824.98万 | 0.05% | 60,673 | 13,858 | 29.6% | $188.43万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $821.67万 | 0.05% | 29,859 | -1 | -0.0% | -$275 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $820.22万 | 0.05% | 73,615 | -4,151 | -5.3% | -$46.25万 | 减仓 |
| EFA | ISHARES TR | $810.41万 | 0.05% | 83,435 | -1,100 | -1.3% | -$10.68万 | 减仓 |
| CME | CME GROUP INC | $801.55万 | 0.04% | 27,139 | 950 | 3.6% | $28.06万 | 加仓 |
| TW | TRADEWEB MKTS INC | $796.30万 | 0.04% | 67,678 | -7,596 | -10.1% | -$89.37万 | 减仓 |
| IEMG | ISHARES INC | $791.70万 | 0.04% | 113,506 | -3,104 | -2.7% | -$21.65万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $787.33万 | 0.04% | 47,970 | 5,090 | 11.9% | $83.54万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $784.25万 | 0.04% | 11,514 | -445 | -3.7% | -$30.31万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $777.10万 | 0.04% | 15,810 | 466 | 3.0% | $22.91万 | 加仓 |
| IBHF | ISHARES TR | $775.65万 | 0.04% | 337,972 | -624,767 | -64.9% | -$1,433.84万 | 减仓 |
| NVT | NVENT ELEC PLC | $774.82万 | 0.04% | 65,507 | -1,943 | -2.9% | -$22.98万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $774.29万 | 0.04% | 91,265 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $772.45万 | 0.04% | 65,114 | -2,708 | -4.0% | -$32.13万 | 减仓 |
| KLAC | KLA CORP | $766.55万 | 0.04% | 5,206 | 651 | 14.3% | $95.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $765.92万 | 0.04% | 10,977 | -428 | -3.8% | -$29.86万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $765.32万 | 0.04% | 108,541 | 11,961 | 12.4% | $84.34万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $764.54万 | 0.04% | 6,597 | 276 | 4.4% | $31.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $763.35万 | 0.04% | 51,543 | -6,905 | -11.8% | -$102.26万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $759.61万 | 0.04% | 150,091 | -8,507 | -5.4% | -$43.05万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $743.04万 | 0.04% | 101,591 | -1,520 | -1.5% | -$11.12万 | 减仓 |
| WWD | WOODWARD INC | $734.90万 | 0.04% | 20,532 | -972 | -4.5% | -$34.79万 | 减仓 |
| ASML | ASML HLDG NV | $732.54万 | 0.04% | 5,546 | 94 | 1.7% | $12.42万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $727.51万 | 0.04% | 36,956 | -95,319 | -72.1% | -$1,876.43万 | 减仓 |
| ITT | ITT INC | $722.20万 | 0.04% | 37,905 | -1,480 | -3.8% | -$28.20万 | 减仓 |
| VB | VANGUARD INDEX FDS | $721.27万 | 0.04% | 27,537 | -1,624 | -5.6% | -$42.54万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $719.71万 | 0.04% | 201,543 | -54,592 | -21.3% | -$194.95万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $717.55万 | 0.04% | 213,112 | -23,494 | -9.9% | -$79.10万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $717.09万 | 0.04% | 54,765 | 6,803 | 14.2% | $89.08万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $714.91万 | 0.04% | 141,120 | -14,208 | -9.1% | -$71.98万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $712.61万 | 0.04% | 172,670 | -3,935 | -2.2% | -$16.24万 | 减仓 |
| IAU | ISHARES GOLD TR | $708.00万 | 0.04% | 80,309 | -981 | -1.2% | -$8.65万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $699.33万 | 0.04% | 50,178 | 3,026 | 6.4% | $42.17万 | 加仓 |
| GMED | GLOBUS MED INC | $692.30万 | 0.04% | 80,351 | -810 | -1.0% | -$6.98万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $677.77万 | 0.04% | 149,618 | 1,475 | 1.0% | $6.68万 | 加仓 |
| PSX | PHILLIPS 66 | $677.37万 | 0.04% | 37,182 | 566 | 1.5% | $10.31万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $670.98万 | 0.04% | 127,176 | 8,231 | 6.9% | $43.43万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $665.27万 | 0.04% | 14,898 | 1,302 | 9.6% | $58.14万 | 加仓 |
| NVS | NOVARTIS AG | $656.07万 | 0.04% | 42,951 | 1,316 | 3.2% | $20.10万 | 加仓 |
| INTC | INTEL CORP | $651.66万 | 0.04% | 147,668 | 16,867 | 12.9% | $74.43万 | 加仓 |
| ADI | ANALOG DEVICES INC | $649.30万 | 0.04% | 20,409 | 580 | 2.9% | $18.45万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $648.05万 | 0.04% | 198,546 | -2,685 | -1.3% | -$8.76万 | 减仓 |
| MTZ | MASTEC INC | $645.36万 | 0.04% | 20,058 | 3,411 | 20.5% | $109.75万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $645.33万 | 0.04% | 48,437 | -11,568 | -19.3% | -$154.12万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $643.81万 | 0.04% | 44,160 | -3,441 | -7.2% | -$50.17万 | 减仓 |
| RDNT | RADNET INC | $631.51万 | 0.04% | 112,992 | -682 | -0.6% | -$3.81万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $622.10万 | 0.03% | 151,398 | 65 | 0.0% | $2,671 | 加仓 |
| NDAQ | NASDAQ INC | $621.59万 | 0.03% | 73,223 | -4,874 | -6.2% | -$41.38万 | 减仓 |
| STE | STERIS PLC | $618.75万 | 0.03% | 27,981 | 622 | 2.3% | $13.75万 | 加仓 |
| VLO | VALERO ENERGY CORP | $614.91万 | 0.03% | 24,887 | -337 | -1.3% | -$8.33万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $608.12万 | 0.03% | 33,745 | 3,531 | 11.7% | $63.63万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $607.87万 | 0.03% | 10,326 | -2,098 | -16.9% | -$123.50万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $605.69万 | 0.03% | 62,785 | 6,934 | 12.4% | $66.89万 | 加仓 |
| SRE | SEMPRA | $600.60万 | 0.03% | 61,809 | 3,662 | 6.3% | $35.58万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $596.06万 | 0.03% | 48,547 | 7,353 | 17.8% | $90.28万 | 加仓 |
| MAS | MASCO CORP | $592.62万 | 0.03% | 98,165 | 13,293 | 15.7% | $80.25万 | 加仓 |
| GPN | GLOBAL PMTS INC | $590.83万 | 0.03% | 87,791 | -928 | -1.0% | -$6.25万 | 减仓 |
| IWV | ISHARES TR | $589.87万 | 0.03% | 15,913 | -115 | -0.7% | -$4.26万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $584.41万 | 0.03% | 64,633 | -381 | -0.6% | -$3.44万 | 减仓 |
| APH | AMPHENOL CORP | $584.27万 | 0.03% | 46,242 | 1,657 | 3.7% | $20.94万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $581.17万 | 0.03% | 23,721 | 1,631 | 7.4% | $39.96万 | 加仓 |
| BYD | BOYD GAMING CORP | $574.30万 | 0.03% | 69,884 | -11,839 | -14.5% | -$97.29万 | 减仓 |
| WAT | WATERS CORP | $572.22万 | 0.03% | 19,215 | 765 | 4.1% | $22.78万 | 加仓 |
| IWD | ISHARES TR | $567.11万 | 0.03% | 26,542 | 1,659 | 6.7% | $35.45万 | 加仓 |
| GVI | ISHARES TR | $563.24万 | 0.03% | 52,797 | -3,334 | -5.9% | -$35.57万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $561.46万 | 0.03% | 77,485 | 5,602 | 7.8% | $40.59万 | 加仓 |
| FFIV | F5 INC | $559.28万 | 0.03% | 19,330 | -457 | -2.3% | -$13.22万 | 减仓 |
| CMPR | CIMPRESS PLC | $559.03万 | 0.03% | 76,579 | 3,569 | 4.9% | $26.05万 | 加仓 |
| DGRO | ISHARES TR | $555.69万 | 0.03% | 79,181 | -585 | -0.7% | -$4.11万 | 减仓 |