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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $654.46万 | 0.03% | 3,302 | 402 | 13.9% | $79.68万 | 加仓 |
| IWD | ISHARES TR | $653.01万 | 0.03% | 26,936 | 394 | 1.5% | $9.55万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $646.99万 | 0.03% | 67,052 | -1,423 | -2.1% | -$13.73万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $646.90万 | 0.03% | 190,940 | 21,240 | 12.5% | $71.96万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $641.27万 | 0.03% | 48,278 | 6,041 | 14.3% | $80.24万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $638.43万 | 0.03% | 35,551 | 1,806 | 5.4% | $32.43万 | 加仓 |
| STE | STERIS PLC | $638.14万 | 0.03% | 30,305 | 2,324 | 8.3% | $48.94万 | 加仓 |
| GMED | GLOBUS MED INC | $638.03万 | 0.03% | 80,753 | 402 | 0.5% | $3.18万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $635.46万 | 0.03% | 16,432 | 9,807 | 148.0% | $379.26万 | 加仓 |
| CSTM | CONSTELLIUM SE | $631.08万 | 0.03% | 198,018 | 820 | 0.4% | $2.61万 | 加仓 |
| GPN | GLOBAL PMTS INC | $630.84万 | 0.03% | 86,940 | -851 | -1.0% | -$6.17万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $629.62万 | 0.03% | 16,776 | 6,169 | 58.2% | $231.53万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $623.27万 | 0.03% | 67,984 | 3,211 | 5.0% | $29.44万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $620.05万 | 0.03% | 156,816 | -44,727 | -22.2% | -$176.85万 | 减仓 |
| TXT | TEXTRON INC | $618.62万 | 0.03% | 67,439 | 7,675 | 12.8% | $70.40万 | 加仓 |
| NVS | NOVARTIS AG | $610.75万 | 0.03% | 38,971 | -3,980 | -9.3% | -$62.37万 | 减仓 |
| IAU | ISHARES GOLD TR | $608.84万 | 0.03% | 80,631 | 322 | 0.4% | $2.43万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $608.70万 | 0.03% | 56,624 | 508 | 0.9% | $5.46万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $608.59万 | 0.03% | 24,717 | 3,745 | 17.9% | $92.21万 | 加仓 |
| PSA | PUBLIC STORAGE | $602.04万 | 0.03% | 18,914 | 183 | 1.0% | $5.82万 | 加仓 |
| DGRO | ISHARES TR | $598.28万 | 0.03% | 78,940 | -241 | -0.3% | -$1.83万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $593.33万 | 0.03% | 24,910 | 22,989 | 1,196.7% | $547.57万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $591.07万 | 0.03% | 130,999 | -10,150 | -7.2% | -$45.80万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $585.52万 | 0.03% | 21,778 | 6,670 | 44.1% | $179.33万 | 加仓 |
| AON | AON PLC | $585.31万 | 0.03% | 17,646 | 1,739 | 10.9% | $57.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $584.38万 | 0.03% | 32,786 | -139 | -0.4% | -$2.48万 | 减仓 |
| MPC | MARATHON PETE CORP | $582.63万 | 0.03% | 22,789 | 1,586 | 7.5% | $40.55万 | 加仓 |
| SRE | SEMPRA | $580.57万 | 0.03% | 62,622 | 813 | 1.3% | $7.54万 | 加仓 |
| CVS | CVS HEALTH CORP | $576.82万 | 0.03% | 55,759 | 1,646 | 3.0% | $17.03万 | 加仓 |
| CME | CME GROUP INC | $574.35万 | 0.03% | 26,009 | -1,130 | -4.2% | -$24.95万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $572.68万 | 0.03% | 8,994 | 111 | 1.2% | $7.07万 | 加仓 |
| IVE | ISHARES TR | $566.51万 | 0.03% | 24,950 | 375 | 1.5% | $8.51万 | 加仓 |
| DXJ | WISDOMTREE TR | $564.42万 | 0.03% | 32,528 | 125 | 0.4% | $2.17万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $561.35万 | 0.03% | 59,033 | -171 | -0.3% | -$1.63万 | 减仓 |
| PGR | PROGRESSIVE CORP 看跌期权 | $557.05万 | 0.03% | 25,500 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $556.15万 | 0.03% | 15,007 | -498 | -3.2% | -$18.46万 | 减仓 |
| CMI | CUMMINS INC | $555.10万 | 0.03% | 7,783 | 1,296 | 20.0% | $92.43万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $554.78万 | 0.03% | 37,970 | 5,650 | 17.5% | $82.55万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $546.36万 | 0.03% | 108,040 | -42,051 | -28.0% | -$212.65万 | 减仓 |
| TGT | TARGET CORP | $545.88万 | 0.03% | 41,795 | -619 | -1.5% | -$8.08万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $538.84万 | 0.03% | 65,552 | 3,895 | 6.3% | $32.02万 | 加仓 |
| GVI | ISHARES TR | $537.40万 | 0.03% | 50,653 | -2,144 | -4.1% | -$22.75万 | 减仓 |
| DAL | DELTA AIR LINES INC | $532.80万 | 0.03% | 56,887 | 2,647 | 4.9% | $24.79万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $529.02万 | 0.03% | 61,450 | -3,183 | -4.9% | -$27.40万 | 减仓 |
| FTNT | FORTINET INC | $526.98万 | 0.03% | 34,304 | 1,092 | 3.3% | $16.78万 | 加仓 |
| GL | GLOBE LIFE INC | $526.57万 | 0.03% | 29,470 | 1,973 | 7.2% | $35.25万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $516.92万 | 0.03% | 25,766 | 2,917 | 12.8% | $58.52万 | 加仓 |
| ENB | ENBRIDGE INC | $515.46万 | 0.03% | 95,086 | -3,361 | -3.4% | -$18.22万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $513.33万 | 0.03% | 68,618 | 57,836 | 536.4% | $432.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $511.52万 | 0.03% | 35,733 | 5,053 | 16.5% | $72.33万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $511.40万 | 0.03% | 164,436 | 5,201 | 3.3% | $16.18万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $509.39万 | 0.03% | 187,208 | -19,845 | -9.6% | -$54.00万 | 减仓 |
| ICSH | ISHARES TR | $509.18万 | 0.03% | 100,669 | 1,024 | 1.0% | $5.18万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $508.69万 | 0.03% | 146,134 | -7,098 | -4.6% | -$24.71万 | 减仓 |
| APP | APPLOVIN CORP | $506.81万 | 0.03% | 9,837 | 508 | 5.4% | $26.17万 | 加仓 |
| VEEV | VEEVA SYS INC | $503.03万 | 0.03% | 28,344 | 2,246 | 8.6% | $39.86万 | 加仓 |
| RVTY | REVVITY INC | $498.07万 | 0.02% | 44,766 | 6,122 | 15.8% | $68.11万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $492.39万 | 0.02% | 17,592 | 4,748 | 37.0% | $132.89万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $487.01万 | 0.02% | 34,945 | -13,492 | -27.9% | -$188.03万 | 减仓 |
| MUNI | PIMCO ETF TR | $486.97万 | 0.02% | 92,580 | -5,914 | -6.0% | -$31.11万 | 减仓 |
| GM | GENERAL MTRS CO | $480.67万 | 0.02% | 62,360 | -4,170 | -6.3% | -$32.14万 | 减仓 |
| IWR | ISHARES TR | $472.99万 | 0.02% | 42,875 | -312 | -0.7% | -$3.44万 | 减仓 |
| CSX | CSX CORP | $468.92万 | 0.02% | 98,658 | 2,799 | 2.9% | $13.30万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $468.08万 | 0.02% | 9,530 | 1,858 | 24.2% | $91.26万 | 加仓 |
| IJJ | ISHARES TR | $468.01万 | 0.02% | 31,680 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $463.72万 | 0.02% | 43,286 | -2,940 | -6.4% | -$31.50万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $460.18万 | 0.02% | 55,237 | 2,227 | 4.2% | $18.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $456.16万 | 0.02% | 14,500 | -1,024 | -6.6% | -$32.21万 | 减仓 |
| WELL | WELLTOWER INC | $451.69万 | 0.02% | 19,901 | 424 | 2.2% | $9.62万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $447.44万 | 0.02% | 46,100 | 10,562 | 29.7% | $102.51万 | 加仓 |
| DHR | DANAHER CORP DEL | $446.89万 | 0.02% | 23,461 | 902 | 4.0% | $17.18万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $446.42万 | 0.02% | 11,226 | -133 | -1.2% | -$5.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $445.83万 | 0.02% | 55,334 | -694 | -1.2% | -$5.59万 | 减仓 |
| VHT | VANGUARD WORLD FD | $445.55万 | 0.02% | 14,901 | -1,794 | -10.7% | -$53.64万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $443.34万 | 0.02% | 61,439 | -5,884 | -8.7% | -$42.46万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $443.13万 | 0.02% | 88,219 | -4,823 | -5.2% | -$24.23万 | 减仓 |
| DT | DYNATRACE INC | $441.57万 | 0.02% | 100,563 | 20,222 | 25.2% | $88.79万 | 加仓 |
| TER | TERADYNE INC | $440.98万 | 0.02% | 9,114 | 113 | 1.3% | $5.47万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $440.15万 | 0.02% | 87,106 | 6,286 | 7.8% | $31.76万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $437.96万 | 0.02% | 96,213 | -30,963 | -24.3% | -$140.94万 | 减仓 |
| FDX | FEDEX CORP | $434.15万 | 0.02% | 13,865 | -1,603 | -10.4% | -$50.19万 | 减仓 |
| RY | ROYAL BK CDA | $431.87万 | 0.02% | 20,866 | 1,391 | 7.1% | $28.79万 | 加仓 |
| SMH | VANECK ETF TRUST | $424.69万 | 0.02% | 6,475 | 139 | 2.2% | $9.12万 | 加仓 |
| SLB | SLB LIMITED | $423.99万 | 0.02% | 91,201 | 7,569 | 9.1% | $35.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $420.49万 | 0.02% | 56,563 | -2,625 | -4.4% | -$19.51万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $415.38万 | 0.02% | 72,026 | 418 | 0.6% | $2.41万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $409.12万 | 0.02% | 58,388 | 8,946 | 18.1% | $62.68万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $405.87万 | 0.02% | 34,109 | -1,363 | -3.8% | -$16.22万 | 减仓 |
| MINT | PIMCO ETF TR | $404.35万 | 0.02% | 40,110 | -1,424 | -3.4% | -$14.36万 | 减仓 |
| URTH | ISHARES INC | $403.62万 | 0.02% | 19,918 | -744 | -3.6% | -$15.08万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $395.59万 | 0.02% | 40,284 | -508 | -1.2% | -$4.99万 | 减仓 |
| URI | UNITED RENTALS INC | $393.30万 | 0.02% | 3,472 | 317 | 10.0% | $35.91万 | 加仓 |
| SYK | STRYKER CORPORATION | $392.48万 | 0.02% | 12,466 | -2,037 | -14.0% | -$64.13万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $391.26万 | 0.02% | 26,360 | 11 | 0.0% | $1,633 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $389.28万 | 0.02% | 2,816 | -43 | -1.5% | -$5.94万 | 减仓 |
| NTRS | NORTHERN TR CORP | $387.82万 | 0.02% | 22,309 | 1,121 | 5.3% | $19.49万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $386.21万 | 0.02% | 41,938 | -359 | -0.8% | -$3.31万 | 减仓 |
| IEUR | ISHARES TR | $385.50万 | 0.02% | 51,284 | -18,724 | -26.7% | -$140.75万 | 减仓 |
| XEL | XCEL ENERGY INC | $385.40万 | 0.02% | 47,995 | 4,983 | 11.6% | $40.01万 | 加仓 |
| AZN | ASTRAZENECA PLC | $385.39万 | 0.02% | 20,324 | 39 | 0.2% | $7,395 | 加仓 |