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 |
|---|---|---|---|---|---|---|---|---|
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $277.69万 | 0.01% | 110,809 | -14,363 | -11.5% | -$35.99万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $277.42万 | 0.01% | 12,090 | -146 | -1.2% | -$3.35万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $277.28万 | 0.01% | 37,802 | 6,733 | 21.7% | $49.39万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $276.68万 | 0.01% | 34,091 | 5,796 | 20.5% | $47.04万 | 加仓 |
| EXC | EXELON CORP | $275.61万 | 0.01% | 59,118 | 3,462 | 6.2% | $16.14万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $275.03万 | 0.01% | 86,679 | -29,079 | -25.1% | -$92.27万 | 减仓 |
| MCO | MOODYS CORP | $273.76万 | 0.01% | 6,044 | 601 | 11.0% | $27.22万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $273.35万 | 0.01% | 20,671 | -3,991 | -16.2% | -$52.78万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $273.35万 | 0.01% | 34,866 | -1,891 | -5.1% | -$14.83万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $272.59万 | 0.01% | 15,954 | 15,954 | — | $272.59万 | 新建仓 |
| — | EXXON MOBIL CORP 看跌期权 | $272.07万 | 0.01% | 19,900 | 500 | 2.6% | $6.84万 | 加仓 |
| MFC | MANULIFE FINL CORP | $270.76万 | 0.01% | 66,838 | -12,359 | -15.6% | -$50.07万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $270.39万 | 0.01% | 25,053 | 1,182 | 5.0% | $12.76万 | 加仓 |
| NU | NU HLDGS LTD | $268.99万 | 0.01% | 201,341 | 4,664 | 2.4% | $6.23万 | 加仓 |
| SYY | SYSCO CORP | $268.26万 | 0.01% | 32,097 | 2,314 | 7.8% | $19.34万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $268.22万 | 0.01% | 49,966 | 1,000 | 2.0% | $5.37万 | 加仓 |
| ECL | ECOLAB INC | $265.42万 | 0.01% | 9,527 | -818 | -7.9% | -$22.79万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $263.29万 | 0.01% | 45,520 | 2,707 | 6.3% | $15.66万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $262.83万 | 0.01% | 11,752 | 1,974 | 20.2% | $44.15万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $262.67万 | 0.01% | 101,789 | -8,539 | -7.7% | -$22.03万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $262.48万 | 0.01% | 61,518 | -137 | -0.2% | -$5,845 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $261.11万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $260.74万 | 0.01% | 3,142 | 110 | 3.6% | $9.13万 | 加仓 |
| NUE | NUCOR CORP | $260.08万 | 0.01% | 11,676 | -190 | -1.6% | -$4.23万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $259.61万 | 0.01% | 13,028 | 1,175 | 9.9% | $23.41万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $259.35万 | 0.01% | 109,385 | 1,944 | 1.8% | $4.61万 | 加仓 |
| FAST | FASTENAL CO | $257.99万 | 0.01% | 53,715 | -10,324 | -16.1% | -$49.59万 | 减仓 |
| FE | FIRSTENERGY CORP | $257.77万 | 0.01% | 54,221 | -7,110 | -11.6% | -$33.80万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $257.68万 | 0.01% | 109,279 | -43,607 | -28.5% | -$102.82万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $255.67万 | 0.01% | 28,034 | 1,507 | 5.7% | $13.74万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $255.45万 | 0.01% | 34,274 | 8,500 | 33.0% | $63.35万 | 加仓 |
| DHI | D R HORTON INC | $254.59万 | 0.01% | 15,630 | -1,023 | -6.1% | -$16.66万 | 减仓 |
| IWO | ISHARES TR | $254.17万 | 0.01% | 6,452 | -23 | -0.4% | -$9,060 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $250.51万 | 0.01% | 15,030 | -4,028 | -21.1% | -$67.14万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $250.25万 | 0.01% | 8,536 | -85 | -1.0% | -$2.49万 | 减仓 |
| EFAV | ISHARES TR | $249.93万 | 0.01% | 28,495 | -8,668 | -23.3% | -$76.03万 | 减仓 |
| UBS | UBS GROUP AG | $249.84万 | 0.01% | 50,412 | -6,419 | -11.3% | -$31.81万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $249.40万 | 0.01% | 22,204 | 11,016 | 98.5% | $123.73万 | 加仓 |
| PCG | PG&E CORP | $249.37万 | 0.01% | 148,258 | 43,684 | 41.8% | $73.48万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $249.14万 | 0.01% | 11,716 | 5,118 | 77.6% | $108.83万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $249.10万 | 0.01% | 4,443 | 63 | 1.4% | $3.53万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $248.78万 | 0.01% | 48,420 | 10,812 | 28.7% | $55.55万 | 加仓 |
| SONY | SONY GROUP CORP | $248.68万 | 0.01% | 123,969 | -47,647 | -27.8% | -$95.58万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $248.46万 | 0.01% | 107,886 | -52,357 | -32.7% | -$120.58万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $247.67万 | 0.01% | 78,056 | 78,056 | — | $247.67万 | 新建仓 |
| SHOP | SHOPIFY INC | $247.22万 | 0.01% | 21,652 | -8,947 | -29.2% | -$102.16万 | 减仓 |
| CRH | CRH PLC | $246.57万 | 0.01% | 23,044 | 659 | 2.9% | $7.05万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $246.32万 | 0.01% | 19,232 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $246.03万 | 0.01% | 66,928 | 1,228 | 1.9% | $4.51万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $244.03万 | 0.01% | 7,967 | 1,801 | 29.2% | $55.16万 | 加仓 |
| RH | RH | $243.80万 | 0.01% | 14,800 | 967 | 7.0% | $15.93万 | 加仓 |
| ETR | ENTERGY CORP NEW | $243.39万 | 0.01% | 21,190 | -2,446 | -10.3% | -$28.10万 | 减仓 |
| KR | KROGER CO | $243.17万 | 0.01% | 43,790 | -5,418 | -11.0% | -$30.09万 | 减仓 |
| CTAS | CINTAS CORP | $242.12万 | 0.01% | 14,235 | -1,438 | -9.2% | -$24.46万 | 减仓 |
| AME | AMETEK INC | $241.42万 | 0.01% | 9,978 | 1,352 | 15.7% | $32.71万 | 加仓 |
| CNC | CENTENE CORP DEL | $241.21万 | 0.01% | 37,577 | 3,760 | 11.1% | $24.14万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $240.37万 | 0.01% | 39,541 | -129 | -0.3% | -$7,842 | 减仓 |
| DDOG | DATADOG INC | $240.29万 | 0.01% | 9,229 | 19 | 0.2% | $4,947 | 加仓 |
| NET | CLOUDFLARE INC | $240.13万 | 0.01% | 9,790 | 1,139 | 13.2% | $27.94万 | 加仓 |
| NI | NISOURCE INC | $239.86万 | 0.01% | 50,445 | -2,633 | -5.0% | -$12.52万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $239.31万 | 0.01% | 54,069 | 6,344 | 13.3% | $28.08万 | 加仓 |
| MELI | MERCADOLIBRE INC | $239.13万 | 0.01% | 1,409 | -46 | -3.2% | -$7.81万 | 减仓 |
| COHR | COHERENT CORP | $238.39万 | 0.01% | 6,043 | 1,619 | 36.6% | $63.87万 | 加仓 |
| ZS | ZSCALER INC | $238.21万 | 0.01% | 16,876 | -44,439 | -72.5% | -$627.26万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $237.35万 | 0.01% | 11,772 | 446 | 3.9% | $8.99万 | 加仓 |
| TRGP | TARGA RES CORP | $237.11万 | 0.01% | 8,843 | 69 | 0.8% | $1.85万 | 加仓 |
| ESGU | ISHARES TR | $236.73万 | 0.01% | 14,464 | -1,191 | -7.6% | -$19.49万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $236.14万 | 0.01% | 88,574 | -2,063 | -2.3% | -$5.50万 | 减仓 |
| GIB | CGI INC | $235.59万 | 0.01% | 36,485 | 5,031 | 16.0% | $32.49万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $235.25万 | 0.01% | 19,109 | -5,219 | -21.5% | -$64.25万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $234.86万 | 0.01% | 162,082 | -978 | -0.6% | -$1.42万 | 减仓 |
| HEI | HEICO CORP NEW | $234.66万 | 0.01% | 6,588 | 1,164 | 21.5% | $41.46万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $234.54万 | 0.01% | 63,185 | -426 | -0.7% | -$1.58万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $234.37万 | 0.01% | 61,580 | 597 | 1.0% | $2.27万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $234.08万 | 0.01% | 96,967 | 69,833 | 257.4% | $168.58万 | 加仓 |
| EQIX | EQUINIX INC | $233.45万 | 0.01% | 2,240 | 355 | 18.8% | $37.00万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $232.80万 | 0.01% | 14,255 | 1,660 | 13.2% | $27.11万 | 加仓 |
| CBC | CENTRAL BANCOMPANY | $232.66万 | 0.01% | 76,582 | 1,582 | 2.1% | $4.81万 | 加仓 |
| TTE | TOTALENERGIES SE | $232.50万 | 0.01% | 29,900 | 995 | 3.4% | $7.74万 | 加仓 |
| SPUS | TIDAL TRUST I | $232.05万 | 0.01% | 40,357 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $232.02万 | 0.01% | 37,446 | -5,778 | -13.4% | -$35.80万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $231.68万 | 0.01% | 37,513 | 4,089 | 12.2% | $25.25万 | 加仓 |
| SAP | SAP SE | $229.61万 | 0.01% | 14,899 | -3,192 | -17.6% | -$49.19万 | 减仓 |
| HUM | HUMANA INC | $228.50万 | 0.01% | 5,753 | 2,055 | 55.6% | $81.62万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $227.96万 | 0.01% | 19,437 | -7,584 | -28.1% | -$88.95万 | 减仓 |
| IDEV | ISHARES TR | $227.70万 | 0.01% | 25,581 | 13,528 | 112.2% | $120.41万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $226.94万 | 0.01% | 68,170 | -1,125 | -1.6% | -$3.75万 | 减仓 |
| HAL | HALLIBURTON CO | $226.49万 | 0.01% | 66,712 | 16,381 | 32.5% | $55.61万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $225.21万 | 0.01% | 46,368 | 7,273 | 18.6% | $35.33万 | 加仓 |
| MET | METLIFE INC | $224.84万 | 0.01% | 26,574 | 2,694 | 11.3% | $22.79万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $224.04万 | 0.01% | 3,632 | 969 | 36.4% | $59.77万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $223.97万 | 0.01% | 10,340 | -249 | -2.4% | -$5.39万 | 减仓 |
| IDXX | IDEXX LABS INC | $223.35万 | 0.01% | 4,243 | -458 | -9.7% | -$24.11万 | 减仓 |
| ABNB | AIRBNB INC | $222.82万 | 0.01% | 15,571 | 132 | 0.9% | $1.89万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $222.71万 | 0.01% | 29,151 | 744 | 2.6% | $5.68万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $221.55万 | 0.01% | 44,177 | -38,912 | -46.8% | -$195.14万 | 减仓 |
| NVO | NOVO-NORDISK A S | $221.37万 | 0.01% | 46,177 | 10,339 | 28.8% | $49.56万 | 加仓 |
| NDSN | NORDSON CORP | $221.26万 | 0.01% | 7,334 | -441 | -5.7% | -$13.30万 | 减仓 |
| FNB | F N B CORP | $220.79万 | 0.01% | 115,720 | 52,508 | 83.1% | $100.19万 | 加仓 |
| MTB | M & T BK CORP | $219.90万 | 0.01% | 9,239 | 627 | 7.3% | $14.92万 | 加仓 |