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 |
|---|---|---|---|---|---|---|---|---|
| HBAN | HUNTINGTON BANCSHARES INC | $1,132.56万 | 0.06% | 638,779 | 72,920 | 12.9% | $129.29万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,126.71万 | 0.06% | 120,337 | -8,427 | -6.5% | -$78.90万 | 减仓 |
| ASML | ASML HLDG NV | $1,116.31万 | 0.06% | 5,611 | 65 | 1.2% | $12.93万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,102.60万 | 0.05% | 17,263 | 579 | 3.5% | $36.98万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,102.50万 | 0.05% | 33,397 | 3,782 | 12.8% | $124.85万 | 加仓 |
| SNDK | SANDISK CORP | $1,097.99万 | 0.05% | 4,829 | -646 | -11.8% | -$146.88万 | 减仓 |
| LIN | LINDE PLC | $1,093.59万 | 0.05% | 21,074 | 3,496 | 19.9% | $181.42万 | 加仓 |
| WWD | WOODWARD INC | $1,092.53万 | 0.05% | 25,680 | 5,148 | 25.1% | $219.02万 | 加仓 |
| IQLT | ISHARES TR | $1,091.37万 | 0.05% | 220,256 | -7,986 | -3.5% | -$39.57万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,089.15万 | 0.05% | 203,162 | -27,515 | -11.9% | -$147.51万 | 减仓 |
| CCJ | CAMECO CORP | $1,088.12万 | 0.05% | 106,825 | 13,399 | 14.3% | $136.48万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,074.87万 | 0.05% | 11,139 | -550 | -4.7% | -$53.07万 | 减仓 |
| SO | SOUTHERN CO | $1,074.46万 | 0.05% | 112,262 | 4,287 | 4.0% | $41.03万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,069.21万 | 0.05% | 525,021 | -405,637 | -43.6% | -$826.08万 | 减仓 |
| IMTM | ISHARES TR | $1,066.39万 | 0.05% | 199,961 | -1,132 | -0.6% | -$6.04万 | 减仓 |
| DIS | DISNEY WALT CO | $1,064.46万 | 0.05% | 110,593 | -7,360 | -6.2% | -$70.84万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,058.22万 | 0.05% | 382,030 | -3,649 | -0.9% | -$10.11万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,056.46万 | 0.05% | 330,455 | 13,130 | 4.1% | $41.98万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,051.93万 | 0.05% | 512,884 | -393,206 | -43.4% | -$806.47万 | 减仓 |
| LOW | LOWES COS INC | $1,047.41万 | 0.05% | 47,504 | 922 | 2.0% | $20.33万 | 加仓 |
| T | AT&T INC | $1,039.33万 | 0.05% | 502,093 | -9,497 | -1.9% | -$19.66万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,036.43万 | 0.05% | 179,874 | 11,558 | 6.9% | $66.60万 | 加仓 |
| MTZ | MASTEC INC | $1,021.03万 | 0.05% | 24,540 | 4,482 | 22.3% | $186.48万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,019.39万 | 0.05% | 1,327,331 | -12,276 | -0.9% | -$9.43万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,007.77万 | 0.05% | 39,598 | 4,927 | 14.2% | $125.39万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,000.41万 | 0.05% | 276,893 | -20,852 | -7.0% | -$75.34万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $999.11万 | 0.05% | 103,610 | -9,010 | -8.0% | -$86.88万 | 减仓 |
| WPC | WP CAREY INC | $994.77万 | 0.05% | 139,129 | -14,331 | -9.3% | -$102.47万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $992.45万 | 0.05% | 13,097 | 1,583 | 13.7% | $119.95万 | 加仓 |
| MO | ALTRIA GROUP INC | $991.81万 | 0.05% | 137,847 | 7,550 | 5.8% | $54.32万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $984.87万 | 0.05% | 117,596 | -5,053 | -4.1% | -$42.32万 | 减仓 |
| USB | US BANCORP | $983.72万 | 0.05% | 162,867 | -1,518 | -0.9% | -$9.17万 | 减仓 |
| IEMG | ISHARES INC | $976.37万 | 0.05% | 117,862 | 4,356 | 3.8% | $36.09万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $963.03万 | 0.05% | 22,005 | -80 | -0.4% | -$3.50万 | 减仓 |
| DGRW | WISDOMTREE TR | $935.14万 | 0.05% | 97,798 | -10,839 | -10.0% | -$103.64万 | 减仓 |
| FFIV | F5 INC | $921.12万 | 0.05% | 22,144 | 2,814 | 14.6% | $117.05万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $918.06万 | 0.05% | 63,485 | -1,629 | -2.5% | -$23.56万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $914.31万 | 0.05% | 182,934 | 10,264 | 5.9% | $51.30万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $911.60万 | 0.05% | 33,697 | 9,976 | 42.1% | $269.88万 | 加仓 |
| MAS | MASCO CORP | $911.02万 | 0.05% | 111,961 | 13,796 | 14.1% | $112.26万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $910.57万 | 0.05% | 32,401 | -4,555 | -12.3% | -$128.01万 | 减仓 |
| CB | CHUBB LIMITED | $906.26万 | 0.05% | 26,597 | -682 | -2.5% | -$23.24万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $906.16万 | 0.05% | 6,803 | 206 | 3.1% | $27.44万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $894.14万 | 0.04% | 75,576 | 1,961 | 2.7% | $23.20万 | 加仓 |
| DVY | ISHARES TR | $887.03万 | 0.04% | 56,752 | 936 | 1.7% | $14.63万 | 加仓 |
| ITT | ITT INC | $878.16万 | 0.04% | 44,405 | 6,500 | 17.1% | $128.54万 | 加仓 |
| APH | AMPHENOL CORP | $857.88万 | 0.04% | 48,655 | 2,413 | 5.2% | $42.55万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $855.52万 | 0.04% | 45,424 | 23,990 | 111.9% | $451.83万 | 加仓 |
| EFA | ISHARES TR | $853.68万 | 0.04% | 82,180 | -1,255 | -1.5% | -$13.04万 | 减仓 |
| ADI | ANALOG DEVICES INC | $851.91万 | 0.04% | 21,450 | 1,041 | 5.1% | $41.34万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $849.87万 | 0.04% | 28,530 | 1,417 | 5.2% | $42.21万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $830.99万 | 0.04% | 16,729 | 1,831 | 12.3% | $90.95万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $827.97万 | 0.04% | 21,878 | 2,702 | 14.1% | $102.26万 | 加仓 |
| ACWV | ISHARES INC | $819.72万 | 0.04% | 68,179 | -10,587 | -13.4% | -$127.29万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $816.77万 | 0.04% | 48,079 | -468 | -1.0% | -$7.95万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $814.08万 | 0.04% | 91,265 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $806.10万 | 0.04% | 26,593 | -944 | -3.4% | -$28.61万 | 减仓 |
| WCC | WESCO INTL INC | $806.10万 | 0.04% | 23,336 | 5,224 | 28.8% | $180.45万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $803.80万 | 0.04% | 10,533 | -476 | -4.3% | -$36.32万 | 减仓 |
| PFE | PFIZER INC | $799.89万 | 0.04% | 332,178 | -21,947 | -6.2% | -$52.85万 | 减仓 |
| VGT | VANGUARD WORLD FD | $797.73万 | 0.04% | 66,744 | -21,072 | -24.0% | -$251.85万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $795.32万 | 0.04% | 617,968 | 617,968 | — | $795.32万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $794.03万 | 0.04% | 108,164 | -4,542 | -4.0% | -$33.34万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $790.60万 | 0.04% | 50,029 | -1,514 | -2.9% | -$23.93万 | 减仓 |
| CMPR | CIMPRESS PLC | $778.29万 | 0.04% | 76,528 | -51 | -0.1% | -$5,187 | 减仓 |
| TW | TRADEWEB MKTS INC | $768.88万 | 0.04% | 77,150 | 9,472 | 14.0% | $94.40万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $758.94万 | 0.04% | 101,327 | -264 | -0.3% | -$1.98万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $750.31万 | 0.04% | 141,274 | 4,698 | 3.4% | $24.95万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $745.24万 | 0.04% | 22,258 | 913 | 4.3% | $30.57万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $742.52万 | 0.04% | 14,810 | -1,000 | -6.3% | -$50.14万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $741.33万 | 0.04% | 67,535 | 4,750 | 7.6% | $52.14万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $741.14万 | 0.04% | 58,662 | 8,484 | 16.9% | $107.19万 | 加仓 |
| EVR | EVERCORE INC | $739.51万 | 0.04% | 21,658 | 5,286 | 32.3% | $180.49万 | 加仓 |
| WAT | WATERS CORP | $735.97万 | 0.04% | 19,624 | 409 | 2.1% | $15.34万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $729.65万 | 0.04% | 144,042 | -64,663 | -31.0% | -$327.55万 | 减仓 |
| MCK | MCKESSON CORP | $720.07万 | 0.04% | 9,530 | -180 | -1.9% | -$13.60万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $717.61万 | 0.04% | 57,667 | -106,176 | -64.8% | -$1,321.25万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $716.34万 | 0.04% | 33,797 | 6,767 | 25.0% | $143.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $714.50万 | 0.04% | 56,447 | 1,682 | 3.1% | $21.29万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $710.76万 | 0.04% | 73,945 | -3,540 | -4.6% | -$34.03万 | 减仓 |
| RDNT | RADNET INC | $709.95万 | 0.04% | 115,120 | 2,128 | 1.9% | $13.12万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $708.87万 | 0.04% | 12,292 | 1,966 | 19.0% | $113.38万 | 加仓 |
| VLO | VALERO ENERGY CORP | $708.04万 | 0.04% | 27,186 | 2,299 | 9.2% | $59.88万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $702.31万 | 0.03% | 140,856 | 32,315 | 29.8% | $161.12万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $700.38万 | 0.03% | 150,199 | -1,199 | -0.8% | -$5.59万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $689.52万 | 0.03% | 198,536 | -10 | -0.0% | -$347 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $689.32万 | 0.03% | 134,195 | -6,925 | -4.9% | -$35.57万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $686.79万 | 0.03% | 99,262 | 9,848 | 11.0% | $68.14万 | 加仓 |
| BYD | BOYD GAMING CORP | $685.19万 | 0.03% | 77,572 | 7,688 | 11.0% | $67.91万 | 加仓 |
| IWV | ISHARES TR | $676.28万 | 0.03% | 15,860 | -53 | -0.3% | -$2.26万 | 减仓 |
| NDAQ | NASDAQ INC | $674.87万 | 0.03% | 85,621 | 12,398 | 16.9% | $97.72万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $674.39万 | 0.03% | 192,518 | -20,594 | -9.7% | -$72.14万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $673.85万 | 0.03% | 301,362 | 92,812 | 44.5% | $207.53万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $668.51万 | 0.03% | 21,053 | -8,806 | -29.5% | -$279.62万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $664.98万 | 0.03% | 43,099 | -1,061 | -2.4% | -$16.37万 | 减仓 |
| PSX | PHILLIPS 66 | $663.46万 | 0.03% | 39,247 | 2,065 | 5.6% | $34.91万 | 加仓 |
| SNPS | SYNOPSYS INC | $663.13万 | 0.03% | 14,866 | 2,377 | 19.0% | $106.03万 | 加仓 |
| ALL | ALLSTATE CORP | $662.82万 | 0.03% | 27,857 | 10,087 | 56.8% | $240.01万 | 加仓 |
| ATI | ATI INC | $661.35万 | 0.03% | 33,554 | 27,826 | 485.8% | $548.45万 | 加仓 |
| COP | CONOCOPHILLIPS | $655.97万 | 0.03% | 63,098 | 357 | 0.6% | $3.71万 | 加仓 |