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 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | $360.50万 | 0.02% | 26,658 | -1,098 | -4.0% | -$14.85万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $359.23万 | 0.02% | 84,723 | 1,569 | 1.9% | $6.65万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $359.14万 | 0.02% | 58,540 | -19,320 | -24.8% | -$118.53万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $356.23万 | 0.02% | 115,062 | 608 | 0.5% | $1.88万 | 加仓 |
| KR | KROGER CO | $356.07万 | 0.02% | 49,208 | 7,866 | 19.0% | $56.92万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $355.96万 | 0.02% | 21,434 | -2,755 | -11.4% | -$45.75万 | 减仓 |
| SONY | SONY GROUP CORP | $355.24万 | 0.02% | 171,616 | 46,450 | 37.1% | $96.15万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $354.69万 | 0.02% | 26,349 | 9 | 0.0% | $1,212 | 加仓 |
| SLV | ISHARES SILVER TR | $354.47万 | 0.02% | 52,020 | -7,007 | -11.9% | -$47.75万 | 减仓 |
| WTV | WISDOMTREE TR | $350.06万 | 0.02% | 36,953 | 55 | 0.1% | $5,210 | 加仓 |
| YUM | YUM BRANDS INC | $349.37万 | 0.02% | 22,470 | 788 | 3.6% | $12.25万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $349.31万 | 0.02% | 297,792 | -18,332 | -5.8% | -$21.50万 | 减仓 |
| CMI | CUMMINS INC | $349.03万 | 0.02% | 6,487 | 89 | 1.4% | $4.79万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $348.17万 | 0.02% | 15,108 | 918 | 6.5% | $21.16万 | 加仓 |
| SNDK | SANDISK CORP | $347.85万 | 0.02% | 5,475 | 703 | 14.7% | $44.66万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $347.31万 | 0.02% | 35,472 | -5,578 | -13.6% | -$54.61万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $346.01万 | 0.02% | 71,608 | -917 | -1.3% | -$4.43万 | 减仓 |
| CORP | PIMCO ETF TR | $345.12万 | 0.02% | 35,653 | -11,121 | -23.8% | -$107.65万 | 减仓 |
| SKM | SK TELECOM CO LTD | $343.99万 | 0.02% | 117,443 | 29,581 | 33.7% | $86.64万 | 加仓 |
| SPGI | S&P GLOBAL INC | $343.91万 | 0.02% | 8,086 | -1,461 | -15.3% | -$62.14万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $341.80万 | 0.02% | 67,924 | 4,727 | 7.5% | $23.79万 | 加仓 |
| XEL | XCEL ENERGY INC | $341.69万 | 0.02% | 43,012 | -1,840 | -4.1% | -$14.62万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $341.12万 | 0.02% | 35,538 | 411 | 1.2% | $3.95万 | 加仓 |
| EFAV | ISHARES TR | $339.56万 | 0.02% | 37,163 | -7,291 | -16.4% | -$66.62万 | 减仓 |
| RVTY | REVVITY INC | $338.56万 | 0.02% | 38,644 | 2,285 | 6.3% | $20.02万 | 加仓 |
| DTE | DTE ENERGY CO | $336.83万 | 0.02% | 23,036 | 3,428 | 17.5% | $50.12万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $335.06万 | 0.02% | 11,019 | 1,606 | 17.1% | $48.83万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $333.83万 | 0.02% | 43,914 | -1,092 | -2.4% | -$8.30万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $330.56万 | 0.02% | 19,058 | 1,973 | 11.5% | $34.22万 | 加仓 |
| GAP | GAP INC | $330.52万 | 0.02% | 136,579 | -2,980 | -2.1% | -$7.21万 | 减仓 |
| EOG | EOG RES INC | $329.91万 | 0.02% | 22,820 | 7,567 | 49.6% | $109.40万 | 加仓 |
| — | EXXON MOBIL CORP 看跌期权 | $329.14万 | 0.02% | 19,400 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $326.47万 | 0.02% | 69,536 | -4,180 | -5.7% | -$19.62万 | 减仓 |
| IUSB | ISHARES TR | $324.87万 | 0.02% | 70,333 | 70,333 | — | $324.87万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $323.71万 | 0.02% | 48,966 | -4,154 | -7.8% | -$27.46万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $321.57万 | 0.02% | 40,674 | 14 | 0.0% | $1,107 | 加仓 |
| TFC | TRUIST FINL CORP | $321.31万 | 0.02% | 69,896 | 4,778 | 7.3% | $21.96万 | 加仓 |
| — | ELECTRONIC ARTS INC | $321.00万 | 0.02% | 15,745 | 1,393 | 9.7% | $28.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $319.72万 | 0.02% | 7,672 | 1,205 | 18.6% | $50.22万 | 加仓 |
| VST | VISTRA CORP | $319.33万 | 0.02% | 21,242 | 8,615 | 68.2% | $129.51万 | 加仓 |
| SDY | SPDR SERIES TRUST | $317.10万 | 0.02% | 21,728 | -476 | -2.1% | -$6.95万 | 减仓 |
| ROST | ROSS STORES INC | $316.34万 | 0.02% | 14,603 | -1,455 | -9.1% | -$31.52万 | 减仓 |
| RY | ROYAL BK CDA | $315.06万 | 0.02% | 19,475 | -2,197 | -10.1% | -$35.54万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $313.44万 | 0.02% | 43,697 | 2,855 | 7.0% | $20.48万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $312.58万 | 0.02% | 2,859 | 171 | 6.4% | $18.70万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $311.65万 | 0.02% | 53,020 | 16,646 | 45.8% | $97.84万 | 加仓 |
| FE | FIRSTENERGY CORP | $310.70万 | 0.02% | 61,331 | 13,330 | 27.8% | $67.53万 | 加仓 |
| ITRI | ITRON INC | $310.16万 | 0.02% | 34,605 | 1,516 | 4.6% | $13.59万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $310.12万 | 0.02% | 27,002 | 15,327 | 131.3% | $176.03万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $309.85万 | 0.02% | 78,404 | 1,535 | 2.0% | $6.07万 | 加仓 |
| SAP | SAP SE | $309.74万 | 0.02% | 18,091 | 6,763 | 59.7% | $115.79万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $309.17万 | 0.02% | 30,487 | -3,010 | -9.0% | -$30.52万 | 减仓 |
| SAN | BANCO SANTANDER SA | $308.49万 | 0.02% | 273,481 | 62,839 | 29.8% | $70.88万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $306.01万 | 0.02% | 141,149 | 2,525 | 1.8% | $5.47万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $302.68万 | 0.02% | 48,236 | 685 | 1.4% | $4.30万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $302.46万 | 0.02% | 56,251 | -15,579 | -21.7% | -$83.77万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $302.25万 | 0.02% | 14,666 | 4,254 | 40.9% | $87.67万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $301.95万 | 0.02% | 152,886 | 53,655 | 54.1% | $105.97万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $301.38万 | 0.02% | 4,418 | 164 | 3.9% | $11.19万 | 加仓 |
| CIEN | CIENA CORP | $299.60万 | 0.02% | 7,717 | 113 | 1.5% | $4.39万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $297.55万 | 0.02% | 4,088 | -91 | -2.2% | -$6.62万 | 减仓 |
| FAST | FASTENAL CO | $297.14万 | 0.02% | 64,039 | 8,375 | 15.0% | $38.86万 | 加仓 |
| DT | DYNATRACE INC | $297.10万 | 0.02% | 80,341 | 3,946 | 5.2% | $14.59万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $296.51万 | 0.02% | 49,442 | 4,884 | 11.0% | $29.29万 | 加仓 |
| NTRS | NORTHERN TR CORP | $295.72万 | 0.02% | 21,188 | 470 | 2.3% | $6.56万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $294.72万 | 0.02% | 10,607 | 2,115 | 24.9% | $58.77万 | 加仓 |
| AFL | AFLAC INC | $294.61万 | 0.02% | 26,853 | 1,914 | 7.7% | $21.00万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $294.47万 | 0.02% | 27,021 | 1,613 | 6.3% | $17.58万 | 加仓 |
| EBAY | EBAY INC. | $294.46万 | 0.02% | 32,351 | -606 | -1.8% | -$5.52万 | 减仓 |
| CTVA | CORTEVA INC | $291.82万 | 0.02% | 34,861 | 718 | 2.1% | $6.01万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $290.37万 | 0.02% | 9,607 | -673 | -6.5% | -$20.34万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $290.26万 | 0.02% | 11,152 | 1,081 | 10.7% | $28.14万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $289.27万 | 0.02% | 50,749 | 28,705 | 130.2% | $163.62万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $289.24万 | 0.02% | 13,688 | 495 | 3.8% | $10.46万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $288.66万 | 0.02% | 6,100 | 698 | 12.9% | $33.03万 | 加仓 |
| CUBE | CUBESMART | $287.68万 | 0.02% | 78,494 | 17,406 | 28.5% | $63.79万 | 加仓 |
| MKL | MARKEL GROUP INC | $287.07万 | 0.02% | 1,500 | -231 | -13.3% | -$44.21万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $282.90万 | 0.02% | 35,328 | 1,948 | 5.8% | $15.60万 | 加仓 |
| NU | NU HLDGS LTD | $282.62万 | 0.02% | 196,677 | 17,140 | 9.5% | $24.63万 | 加仓 |
| RING | ISHARES INC | $280.96万 | 0.02% | 35,574 | -897 | -2.5% | -$7.08万 | 减仓 |
| CI | THE CIGNA GROUP | $280.85万 | 0.02% | 10,529 | -14,063 | -57.2% | -$375.12万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $280.44万 | 0.02% | 110,328 | -9,488 | -7.9% | -$24.12万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $280.32万 | 0.02% | 22,343 | -1,172 | -5.0% | -$14.70万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $279.98万 | 0.02% | 84,970 | -1,431 | -1.7% | -$4.72万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $279.37万 | 0.02% | 34,078 | -511 | -1.5% | -$4.19万 | 减仓 |
| GGG | GRACO INC | $277.47万 | 0.02% | 32,778 | 1,772 | 5.7% | $15.00万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $276.88万 | 0.02% | 24,662 | 74 | 0.3% | $8,308 | 加仓 |
| EVRG | EVERGY INC | $275.48万 | 0.02% | 33,628 | 339 | 1.0% | $2.78万 | 加仓 |
| ECL | ECOLAB INC | $275.19万 | 0.02% | 10,345 | 2,342 | 29.3% | $62.30万 | 加仓 |
| EXC | EXELON CORP | $272.83万 | 0.02% | 55,656 | 12,940 | 30.3% | $63.43万 | 加仓 |
| MFC | MANULIFE FINL CORP | $272.75万 | 0.02% | 79,197 | -2,543 | -3.1% | -$8.76万 | 减仓 |
| IWN | ISHARES TR | $271.71万 | 0.02% | 14,332 | 461 | 3.3% | $8.74万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $271.71万 | 0.02% | 36,757 | 31,343 | 578.9% | $231.69万 | 加仓 |
| FTNT | FORTINET INC | $271.41万 | 0.02% | 33,212 | 9,376 | 39.3% | $76.62万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $271.22万 | 0.02% | 52,798 | 12,515 | 31.1% | $64.29万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $271.12万 | 0.02% | 125,172 | 5,546 | 4.6% | $12.01万 | 加仓 |
| APA | APA CORPORATION | $270.27万 | 0.02% | 63,683 | 9,554 | 17.7% | $40.55万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $270.23万 | 0.02% | 59,235 | -12,804 | -17.8% | -$58.41万 | 减仓 |
| IWP | ISHARES TR | $270.08万 | 0.02% | 21,080 | 1,369 | 6.9% | $17.54万 | 加仓 |
| GWW | WW GRAINGER INC | $269.71万 | 0.02% | 2,473 | 201 | 8.8% | $21.92万 | 加仓 |