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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO | $383.24万 | 0.02% | 275,710 | -96,614 | -25.9% | -$134.29万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $383.11万 | 0.02% | 98,919 | 40,379 | 69.0% | $156.39万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $382.98万 | 0.02% | 34,618 | -1,880 | -5.2% | -$20.80万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $379.96万 | 0.02% | 11,498 | 479 | 4.3% | $15.83万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $377.96万 | 0.02% | 83,362 | -4,263 | -4.9% | -$19.33万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $377.07万 | 0.02% | 41,532 | 858 | 2.1% | $7.79万 | 加仓 |
| TMUS | T-MOBILE US INC | $376.62万 | 0.02% | 22,454 | 3,916 | 21.1% | $65.68万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $376.40万 | 0.02% | 102,088 | -12,974 | -11.3% | -$47.84万 | 减仓 |
| PLD | PROLOGIS INC. | $376.03万 | 0.02% | 27,758 | 84 | 0.3% | $1.14万 | 加仓 |
| WTV | WISDOMTREE TR | $375.72万 | 0.02% | 36,937 | -16 | -0.0% | -$1,628 | 减仓 |
| SBUX | STARBUCKS CORP | $374.99万 | 0.02% | 36,695 | -10,893 | -22.9% | -$111.32万 | 减仓 |
| DTE | DTE ENERGY CO | $371.09万 | 0.02% | 24,355 | 1,319 | 5.7% | $20.10万 | 加仓 |
| SKM | SK TELECOM CO LTD | $369.94万 | 0.02% | 115,030 | -2,413 | -2.1% | -$7.76万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $368.61万 | 0.02% | 89,209 | 21,285 | 31.3% | $87.95万 | 加仓 |
| TFC | TRUIST FINL CORP | $367.74万 | 0.02% | 73,813 | 3,917 | 5.6% | $19.51万 | 加仓 |
| CIEN | CIENA CORP | $366.11万 | 0.02% | 7,463 | -254 | -3.3% | -$12.46万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $365.98万 | 0.02% | 7,978 | -737 | -8.5% | -$33.81万 | 减仓 |
| EBAY | EBAY INC. | $365.43万 | 0.02% | 32,701 | 350 | 1.1% | $3.91万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $363.03万 | 0.02% | 30,710 | 3,708 | 13.7% | $43.83万 | 加仓 |
| IBHF | ISHARES TR | $362.07万 | 0.02% | 159,854 | -178,118 | -52.7% | -$403.44万 | 减仓 |
| SPGI | S&P GLOBAL INC | $361.01万 | 0.02% | 8,864 | 778 | 9.6% | $31.69万 | 加仓 |
| NOW | SERVICENOW INC | $360.29万 | 0.02% | 36,290 | -7,452 | -17.0% | -$73.98万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $360.08万 | 0.02% | 140,557 | 140,557 | — | $360.08万 | 新建仓 |
| NEM | NEWMONT CORP | $359.14万 | 0.02% | 38,452 | -2,727 | -6.6% | -$25.47万 | 减仓 |
| SAN | BANCO SANTANDER SA | $358.58万 | 0.02% | 259,838 | -13,643 | -5.0% | -$18.83万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $358.42万 | 0.02% | 35,742 | -1,910 | -5.1% | -$19.15万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $355.79万 | 0.02% | 26,848 | 190 | 0.7% | $2.52万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $353.08万 | 0.02% | 78,288 | -6,435 | -7.6% | -$29.02万 | 减仓 |
| STT | STATE STR CORP | $350.04万 | 0.02% | 20,639 | 1,219 | 6.3% | $20.67万 | 加仓 |
| CTVA | CORTEVA INC | $349.47万 | 0.02% | 41,265 | 6,404 | 18.4% | $54.24万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $348.63万 | 0.02% | 77,284 | -1,588 | -2.0% | -$7.16万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $348.36万 | 0.02% | 10,295 | -1,016 | -9.0% | -$34.38万 | 减仓 |
| ROST | ROSS STORES INC | $348.24万 | 0.02% | 16,361 | 1,758 | 12.0% | $37.42万 | 加仓 |
| GWW | WW GRAINGER INC | $348.17万 | 0.02% | 2,559 | 86 | 3.5% | $11.70万 | 加仓 |
| JBL | JABIL INC | $347.55万 | 0.02% | 9,016 | 327 | 3.8% | $12.61万 | 加仓 |
| LQD | ISHARES TR | $344.04万 | 0.02% | 31,543 | -5,064 | -13.8% | -$55.23万 | 减仓 |
| ADBE | ADOBE INC | $343.47万 | 0.02% | 16,753 | -418 | -2.4% | -$8.57万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $343.20万 | 0.02% | 54,572 | 1,552 | 2.9% | $9.76万 | 加仓 |
| MDT | MEDTRONIC PLC | $342.87万 | 0.02% | 43,829 | -5,656 | -11.4% | -$44.25万 | 减仓 |
| ITRI | ITRON INC | $340.48万 | 0.02% | 39,348 | 4,743 | 13.7% | $41.04万 | 加仓 |
| EOG | EOG RES INC | $339.81万 | 0.02% | 26,193 | 3,373 | 14.8% | $43.76万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $337.31万 | 0.02% | 4,244 | 156 | 3.8% | $12.40万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $336.57万 | 0.02% | 21,213 | -7,372 | -25.8% | -$116.96万 | 减仓 |
| OEF | ISHARES TR | $336.52万 | 0.02% | 9,198 | 7,190 | 358.1% | $263.05万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $335.72万 | 0.02% | 219,284 | 220 | 0.1% | $3,368 | 加仓 |
| GII | SPDR INDEX SHS FDS | $334.05万 | 0.02% | 44,122 | 208 | 0.5% | $1.57万 | 加仓 |
| PHM | PULTE GROUP INC | $334.03万 | 0.02% | 24,344 | 8,719 | 55.8% | $119.64万 | 加仓 |
| CI | THE CIGNA GROUP | $333.34万 | 0.02% | 12,092 | 1,563 | 14.8% | $43.09万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $330.02万 | 0.02% | 70,501 | 965 | 1.4% | $4.52万 | 加仓 |
| YUM | YUM BRANDS INC | $329.85万 | 0.02% | 20,633 | -1,837 | -8.2% | -$29.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $329.71万 | 0.02% | 9,016 | -591 | -6.2% | -$21.61万 | 减仓 |
| SDY | SPDR SERIES TRUST | $329.69万 | 0.02% | 21,665 | -63 | -0.3% | -$9,587 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $329.26万 | 0.02% | 30,646 | 159 | 0.5% | $1.71万 | 加仓 |
| CUBE | CUBESMART | $329.22万 | 0.02% | 82,782 | 4,288 | 5.5% | $17.05万 | 加仓 |
| SHEL | SHELL PLC | $326.80万 | 0.02% | 42,146 | -6,105 | -12.7% | -$47.34万 | 减仓 |
| GAP | GAP INC | $321.91万 | 0.02% | 172,326 | 35,747 | 26.2% | $66.78万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $321.11万 | 0.02% | 23,613 | 4,903 | 26.2% | $66.68万 | 加仓 |
| IWP | ISHARES TR | $320.15万 | 0.02% | 21,867 | 787 | 3.7% | $11.52万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $318.78万 | 0.02% | 38,583 | 3,807 | 10.9% | $31.45万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $317.27万 | 0.02% | 13,356 | -332 | -2.4% | -$7.89万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $316.26万 | 0.02% | 147,784 | 3,864 | 2.7% | $8.27万 | 加仓 |
| IWN | ISHARES TR | $316.16万 | 0.02% | 14,293 | -39 | -0.3% | -$8,627 | 减仓 |
| UNM | UNUM GROUP | $316.15万 | 0.02% | 35,364 | -381 | -1.1% | -$3.41万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $314.30万 | 0.02% | 73,487 | -111 | -0.2% | -$4,747 | 减仓 |
| IBN | ICICI BANK LIMITED | $312.16万 | 0.02% | 107,529 | 5,307 | 5.2% | $15.41万 | 加仓 |
| KEY | KEYCORP | $311.90万 | 0.02% | 135,315 | 26,514 | 24.4% | $61.11万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $311.08万 | 0.02% | 7,491 | -1,038 | -12.2% | -$43.11万 | 减仓 |
| EIX | EDISON INTL | $310.90万 | 0.02% | 41,760 | 11,131 | 36.3% | $82.87万 | 加仓 |
| AFL | AFLAC INC | $307.73万 | 0.02% | 26,245 | -608 | -2.3% | -$7.13万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $306.00万 | 0.02% | 175,864 | -53 | -0.0% | -$922 | 减仓 |
| D | DOMINION ENERGY INC | $304.05万 | 0.02% | 44,524 | 4,549 | 11.4% | $31.06万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $303.85万 | 0.02% | 36,875 | 2,773 | 8.1% | $22.85万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $303.40万 | 0.02% | 11,217 | 65 | 0.6% | $1.76万 | 加仓 |
| — | ELECTRONIC ARTS INC | $302.57万 | 0.02% | 14,757 | -988 | -6.3% | -$20.26万 | 减仓 |
| ES | EVERSOURCE ENERGY | $300.93万 | 0.01% | 41,640 | 12,688 | 43.8% | $91.70万 | 加仓 |
| EVRG | EVERGY INC | $300.78万 | 0.01% | 34,801 | 1,173 | 3.5% | $10.14万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $299.89万 | 0.01% | 33,152 | -2,176 | -6.2% | -$19.68万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $299.73万 | 0.01% | 36,402 | -7,295 | -16.7% | -$60.07万 | 减仓 |
| INTU | INTUIT | $298.88万 | 0.01% | 11,451 | -10,830 | -48.6% | -$282.67万 | 减仓 |
| MKL | MARKEL GROUP INC | $297.99万 | 0.01% | 1,526 | 26 | 1.7% | $5.08万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $297.80万 | 0.01% | 77,350 | -1,054 | -1.3% | -$4.06万 | 减仓 |
| VICI | VICI PPTYS INC | $297.21万 | 0.01% | 111,945 | -77,166 | -40.8% | -$204.88万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $296.02万 | 0.01% | 81,637 | -3,333 | -3.9% | -$12.09万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $295.89万 | 0.01% | 11,913 | -2,136 | -15.2% | -$53.05万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $294.93万 | 0.01% | 13,170 | 1,066 | 8.8% | $23.87万 | 加仓 |
| COR | CENCORA INC | $294.15万 | 0.01% | 10,395 | -1,926 | -15.6% | -$54.50万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $293.69万 | 0.01% | 266,988 | -30,804 | -10.3% | -$33.88万 | 减仓 |
| SLV | ISHARES SILVER TR | $292.93万 | 0.01% | 54,784 | 2,764 | 5.3% | $14.78万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $292.15万 | 0.01% | 60,323 | 9,002 | 17.5% | $43.60万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $290.86万 | 0.01% | 40,241 | -3,003 | -6.9% | -$21.71万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $287.33万 | 0.01% | 40,549 | 107 | 0.3% | $7,582 | 加仓 |
| KB | KB FINL GROUP INC | $285.59万 | 0.01% | 27,209 | 2,236 | 9.0% | $23.47万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $285.46万 | 0.01% | 23,508 | 379 | 1.6% | $4.60万 | 加仓 |
| VST | VISTRA CORP | $284.56万 | 0.01% | 17,939 | -3,303 | -15.5% | -$52.39万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $283.36万 | 0.01% | 34,110 | 32 | 0.1% | $2,658 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $281.84万 | 0.01% | 44,560 | 6,558 | 17.3% | $41.48万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $281.06万 | 0.01% | 54,102 | 1,304 | 2.5% | $6.77万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $278.65万 | 0.01% | 183,809 | 9,079 | 5.2% | $13.76万 | 加仓 |
| WF | WOORI FINL GROUP INC | $278.22万 | 0.01% | 48,470 | 8,691 | 21.8% | $49.89万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $278.10万 | 0.01% | 49,334 | 2,261 | 4.8% | $12.75万 | 加仓 |