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 |
|---|---|---|---|---|---|---|---|---|
| FNDA | SCHWAB STRATEGIC TR | $197.77万 | 0.01% | 60,983 | 5,373 | 9.7% | $17.42万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $197.70万 | 0.01% | 11,490 | 576 | 5.3% | $9.91万 | 加仓 |
| GSK | GSK PLC | $196.76万 | 0.01% | 35,652 | 1,847 | 5.5% | $10.19万 | 加仓 |
| KGC | KINROSS GOLD CORP | $196.51万 | 0.01% | 64,388 | 4,579 | 7.7% | $13.98万 | 加仓 |
| HAL | HALLIBURTON CO | $196.24万 | 0.01% | 50,331 | 4,986 | 11.0% | $19.44万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $196.14万 | 0.01% | 10,618 | -1,369 | -11.4% | -$25.29万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $195.82万 | 0.01% | 62,304 | -21,476 | -25.6% | -$67.50万 | 减仓 |
| E | ENI SPA | $195.80万 | 0.01% | 34,588 | 1,237 | 3.7% | $7.00万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $195.43万 | 0.01% | 33,424 | 2,238 | 7.2% | $13.09万 | 加仓 |
| KKR | KKR & CO INC | $195.10万 | 0.01% | 21,091 | -5,994 | -22.1% | -$55.45万 | 减仓 |
| ABNB | AIRBNB INC | $194.96万 | 0.01% | 15,439 | 1,708 | 12.4% | $21.57万 | 加仓 |
| SPUS | TIDAL TRUST I | $194.36万 | 0.01% | 40,357 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $194.30万 | 0.01% | 94,231 | -8,705 | -8.5% | -$17.95万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $193.95万 | 0.01% | 25,774 | -2,643 | -9.3% | -$19.89万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $193.95万 | 0.01% | 6,625 | -2,327 | -26.0% | -$68.12万 | 减仓 |
| WSBC | WESBANCO INC | $193.82万 | 0.01% | 56,195 | -3,821 | -6.4% | -$13.18万 | 减仓 |
| RH | RH | $193.41万 | 0.01% | 13,833 | 11,890 | 611.9% | $166.25万 | 加仓 |
| IBDT | ISHARES TR | $191.54万 | 0.01% | 75,617 | 75,617 | — | $191.54万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $191.48万 | 0.01% | 40,285 | -626 | -1.5% | -$2.98万 | 减仓 |
| GRMN | GARMIN LTD | $188.70万 | 0.01% | 8,133 | 1,045 | 14.7% | $24.25万 | 加仓 |
| EEMV | ISHARES INC | $188.10万 | 0.01% | 29,059 | -2,329 | -7.4% | -$15.08万 | 减仓 |
| ESML | ISHARES TR | $187.81万 | 0.01% | 39,942 | -1,962 | -4.7% | -$9.23万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $187.79万 | 0.01% | 78,872 | 8,992 | 12.9% | $21.41万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $186.97万 | 0.01% | 8,537 | 1,230 | 16.8% | $26.94万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $186.03万 | 0.01% | 4,380 | 253 | 6.1% | $10.75万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $185.93万 | 0.01% | 207,053 | 9,057 | 4.6% | $8.13万 | 加仓 |
| AME | AMETEK INC | $184.91万 | 0.01% | 8,626 | -75 | -0.9% | -$1.61万 | 减仓 |
| EQIX | EQUINIX INC | $184.73万 | 0.01% | 1,885 | -196 | -9.4% | -$19.21万 | 减仓 |
| PHM | PULTE GROUP INC | $183.77万 | 0.01% | 15,625 | 1,160 | 8.0% | $13.64万 | 加仓 |
| PCG | PG&E CORP | $183.74万 | 0.01% | 104,574 | 24,185 | 30.1% | $42.49万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $183.34万 | 0.01% | 6,523 | 331 | 5.3% | $9.30万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $183.23万 | 0.01% | 98,936 | 15,704 | 18.9% | $29.08万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $183.11万 | 0.01% | 6,017 | -439 | -6.8% | -$13.36万 | 减仓 |
| BIIB | BIOGEN INC | $182.47万 | 0.01% | 9,953 | -611 | -5.8% | -$11.20万 | 减仓 |
| IVLU | ISHARES TR | $182.45万 | 0.01% | 45,981 | -616 | -1.3% | -$2.44万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $182.39万 | 0.01% | 9,778 | 705 | 7.8% | $13.15万 | 加仓 |
| — | HOLOGIC INC | $181.64万 | 0.01% | 24,029 | 2,774 | 13.1% | $20.97万 | 加仓 |
| TSN | TYSON FOODS INC | $181.59万 | 0.01% | 28,342 | 2,586 | 10.0% | $16.57万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $180.95万 | 0.01% | 824 | -82 | -9.1% | -$18.01万 | 减仓 |
| WAB | WABTEC | $180.74万 | 0.01% | 7,232 | -258 | -3.4% | -$6.45万 | 减仓 |
| — | LISTED FDS TR | $180.50万 | 0.01% | 30,428 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $180.19万 | 0.01% | 7,100 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $180.18万 | 0.01% | 47,718 | 4,889 | 11.4% | $18.46万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $180.02万 | 0.01% | 7,717 | 665 | 9.4% | $15.51万 | 加仓 |
| EEM | ISHARES TR | $179.92万 | 0.01% | 31,682 | 883 | 2.9% | $5.01万 | 加仓 |
| CBC | CENTRAL BANCOMPANY | $179.62万 | 0.01% | 75,000 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $179.58万 | 0.01% | 34,645 | 10,751 | 45.0% | $55.73万 | 加仓 |
| L | LOEWS CORP | $179.01万 | 0.01% | 16,770 | -306 | -1.8% | -$3.27万 | 减仓 |
| IUSG | ISHARES TR | $178.94万 | 0.01% | 11,536 | 18 | 0.2% | $2,792 | 加仓 |
| NET | CLOUDFLARE INC | $178.51万 | 0.01% | 8,651 | 1,538 | 21.6% | $31.74万 | 加仓 |
| MTB | M & T BK CORP | $178.03万 | 0.01% | 8,612 | 93 | 1.1% | $1.92万 | 加仓 |
| ALC | ALCON AG | $177.54万 | 0.01% | 23,563 | 8,404 | 55.4% | $63.32万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $177.47万 | 0.01% | 31,311 | 12,493 | 66.4% | $70.81万 | 加仓 |
| ESLT | ELBIT SYS LTD | $177.31万 | 0.01% | 2,088 | 32 | 1.6% | $2.72万 | 加仓 |
| SNY | SANOFI SA | $176.88万 | 0.01% | 36,712 | 11,505 | 45.6% | $55.43万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $176.56万 | 0.01% | 24,605 | -4,850 | -16.5% | -$34.80万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $175.84万 | 0.01% | 11,853 | -60 | -0.5% | -$8,901 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $174.95万 | 0.01% | 31,069 | 1,320 | 4.4% | $7.43万 | 加仓 |
| HSY | HERSHEY CO | $174.91万 | 0.01% | 8,414 | 640 | 8.2% | $13.30万 | 加仓 |
| EFG | ISHARES TR | $173.46万 | 0.01% | 15,575 | 1,794 | 13.0% | $19.98万 | 加仓 |
| PCAR | PACCAR INC | $173.38万 | 0.01% | 15,011 | 233 | 1.6% | $2.69万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $173.37万 | 0.01% | 6,961 | 1,421 | 25.6% | $35.39万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $172.69万 | 0.01% | 9,330 | -2,830 | -23.3% | -$52.38万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $172.26万 | 0.01% | 18,710 | 2,455 | 15.1% | $22.60万 | 加仓 |
| HDB | HDFC BANK LTD | $171.54万 | 0.01% | 68,946 | -5,252 | -7.1% | -$13.07万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $171.39万 | 0.01% | 26,527 | 3,092 | 13.2% | $19.98万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $170.26万 | 0.01% | 27,889 | 3,161 | 12.8% | $19.30万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $170.18万 | 0.01% | 9,297 | 2,786 | 42.8% | $51.00万 | 加仓 |
| PAYX | PAYCHEX INC | $169.50万 | 0.01% | 18,400 | 453 | 2.5% | $4.17万 | 加仓 |
| MET | METLIFE INC | $168.88万 | 0.01% | 23,880 | -1,083 | -4.3% | -$7.66万 | 减仓 |
| ING | ING GROEP N.V. | $168.56万 | 0.01% | 64,705 | 2,030 | 3.2% | $5.29万 | 加仓 |
| RELX | RELX PLC | $167.94万 | 0.01% | 50,662 | 29,301 | 137.2% | $97.13万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $167.44万 | 0.01% | 3,203 | 118 | 3.8% | $6.17万 | 加仓 |
| IQV | IQVIA HLDGS INC | $167.32万 | 0.01% | 9,811 | 1,421 | 16.9% | $24.23万 | 加仓 |
| SUSA | ISHARES TR | $167.03万 | 0.01% | 12,644 | 13 | 0.1% | $1,717 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $166.92万 | 0.01% | 7,229 | -534 | -6.9% | -$12.33万 | 减仓 |
| OVV | OVINTIV INC | $166.85万 | 0.01% | 28,108 | 2,717 | 10.7% | $16.13万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $165.71万 | 0.01% | 175,917 | 57 | 0.0% | $537 | 加仓 |
| AEE | AMEREN CORP | $164.31万 | 0.01% | 14,948 | 4,479 | 42.8% | $49.23万 | 加仓 |
| GLPI | GAMING & LEISURE P | $164.23万 | 0.01% | 37,014 | -559 | -1.5% | -$2.48万 | 减仓 |
| AS | AMER SPORTS INC | $163.77万 | 0.01% | 49,748 | 3,109 | 6.7% | $10.23万 | 加仓 |
| SNA | SNAP ON INC | $163.63万 | 0.01% | 4,505 | -370 | -7.6% | -$13.44万 | 减仓 |
| NGG | NATIONAL GRID PLC | $163.32万 | 0.01% | 19,305 | 474 | 2.5% | $4.01万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $163.18万 | 0.01% | 205,511 | 44,587 | 27.7% | $35.40万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $161.49万 | 0.01% | 22,613 | 213 | 1.0% | $1.52万 | 加仓 |
| QXO | QXO INC | $161.04万 | 0.01% | 82,924 | 82,924 | — | $161.04万 | 新建仓 |
| INGR | INGREDION INC | $160.83万 | 0.01% | 14,276 | -141 | -1.0% | -$1.59万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $159.96万 | 0.01% | 61,241 | 13,229 | 27.6% | $34.55万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $159.49万 | 0.01% | 49,825 | -681 | -1.3% | -$2.18万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $159.12万 | 0.01% | 25,631 | 1,406 | 5.8% | $8.73万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $158.97万 | 0.01% | 18,987 | 26 | 0.1% | $2,177 | 加仓 |
| MSTR | STRATEGY INC | $158.70万 | 0.01% | 12,716 | 5,290 | 71.2% | $66.02万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $158.68万 | 0.01% | 6,166 | -8 | -0.1% | -$2,059 | 减仓 |
| PFF | ISHARES TR | $158.47万 | 0.01% | 52,265 | -14,294 | -21.5% | -$43.34万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $158.16万 | 0.01% | 39,274 | -5,186 | -11.7% | -$20.88万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $157.13万 | 0.01% | 9,105 | -1,211 | -11.7% | -$20.90万 | 减仓 |
| XAR | SPDR SERIES TRUST | $156.63万 | 0.01% | 6,167 | -347 | -5.3% | -$8.81万 | 减仓 |
| — | COTERRA ENERGY INC | $156.33万 | 0.01% | 44,487 | 16,649 | 59.8% | $58.50万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $156.02万 | 0.01% | 8,935 | 2,005 | 28.9% | $35.01万 | 加仓 |
| SON | SONOCO PRODS CO | $155.57万 | 0.01% | 28,762 | -244 | -0.8% | -$1.32万 | 减仓 |