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 |
|---|---|---|---|---|---|---|---|---|
| RSPT | INVESCO EXCHANGE TRADED FD T | $219.80万 | 0.01% | 34,078 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $219.52万 | 0.01% | 45,272 | -5,245 | -10.4% | -$25.43万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $219.23万 | 0.01% | 4,304 | -114 | -2.6% | -$5.81万 | 减仓 |
| ING | ING GROEP N.V. | $218.95万 | 0.01% | 69,773 | 5,068 | 7.8% | $15.90万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $218.41万 | 0.01% | 7,546 | 381 | 5.3% | $11.03万 | 加仓 |
| INCY | INCYTE CORP | $218.22万 | 0.01% | 19,250 | 2,873 | 17.5% | $32.57万 | 加仓 |
| WSBC | WESBANCO INC | $217.64万 | 0.01% | 55,761 | -434 | -0.8% | -$1.69万 | 减仓 |
| WIT | WIPRO LTD | $217.46万 | 0.01% | 966,489 | -48,108 | -4.7% | -$10.82万 | 减仓 |
| AZO | AUTOZONE INC | $217.43万 | 0.01% | 680 | -58 | -7.9% | -$18.55万 | 减仓 |
| — | LISTED FDS TR | $217.23万 | 0.01% | 30,428 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $217.13万 | 0.01% | 40,188 | -97 | -0.2% | -$5,241 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $217.02万 | 0.01% | 7,500 | 400 | 5.6% | $11.57万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $216.15万 | 0.01% | 10,144 | 1,607 | 18.8% | $34.24万 | 加仓 |
| EEMV | ISHARES INC | $215.81万 | 0.01% | 28,667 | -392 | -1.3% | -$2.95万 | 减仓 |
| IUSG | ISHARES TR | $214.99万 | 0.01% | 11,430 | -106 | -0.9% | -$1.99万 | 减仓 |
| EEM | ISHARES TR | $214.47万 | 0.01% | 31,351 | -331 | -1.0% | -$2.26万 | 减仓 |
| IBDR | ISHARES TR | $213.74万 | 0.01% | 88,213 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $213.68万 | 0.01% | 88,225 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $213.30万 | 0.01% | 38,627 | 438 | 1.1% | $2.42万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $212.82万 | 0.01% | 4,635 | -522 | -10.1% | -$23.97万 | 减仓 |
| AS | AMER SPORTS INC | $211.77万 | 0.01% | 62,581 | 12,833 | 25.8% | $43.43万 | 加仓 |
| APA | APA CORPORATION | $211.25万 | 0.01% | 64,862 | 1,179 | 1.9% | $3.84万 | 加仓 |
| NNN | NNN REIT INC | $211.03万 | 0.01% | 45,353 | -4,752 | -9.5% | -$22.11万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $210.91万 | 0.01% | 27,581 | 4,273 | 18.3% | $32.68万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $210.65万 | 0.01% | 49,355 | 1,119 | 2.3% | $4.78万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $209.95万 | 0.01% | 21,874 | -469 | -2.1% | -$4.50万 | 减仓 |
| RIO | RIO TINTO PLC | $209.09万 | 0.01% | 22,026 | -2,830 | -11.4% | -$26.87万 | 减仓 |
| UL | UNILEVER PLC | $208.88万 | 0.01% | 34,743 | -9,434 | -21.4% | -$56.72万 | 减仓 |
| EFG | ISHARES TR | $207.76万 | 0.01% | 16,698 | 1,123 | 7.2% | $13.97万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $206.97万 | 0.01% | 11,877 | 387 | 3.4% | $6.74万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $206.77万 | 0.01% | 68,468 | 7,227 | 11.8% | $21.83万 | 加仓 |
| WAB | WABTEC | $206.40万 | 0.01% | 7,656 | 424 | 5.9% | $11.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $204.09万 | 0.01% | 10,200 | -3,500 | -25.5% | -$70.03万 | 减仓 |
| RACE | FERRARI N V | $203.69万 | 0.01% | 5,471 | -493 | -8.3% | -$18.36万 | 减仓 |
| BIIB | BIOGEN INC | $202.84万 | 0.01% | 9,388 | -565 | -5.7% | -$12.21万 | 减仓 |
| DSI | ISHARES TR | $202.73万 | 0.01% | 14,238 | 3,134 | 28.2% | $44.63万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $201.62万 | 0.01% | 12,326 | 3,221 | 35.4% | $52.69万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $201.41万 | 0.01% | 50,990 | 1,167 | 2.3% | $4.61万 | 加仓 |
| KKR | KKR & CO INC | $199.53万 | 0.01% | 21,740 | 649 | 3.1% | $5.96万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $199.03万 | 0.01% | 69,664 | 69,664 | — | $199.03万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $198.00万 | 0.01% | 45,854 | -6,027 | -11.6% | -$26.02万 | 减仓 |
| CMS | CMS ENERGY CORP | $197.38万 | 0.01% | 25,801 | 10,648 | 70.3% | $81.46万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $196.50万 | 0.01% | 17,284 | 8,230 | 90.9% | $93.56万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $196.28万 | 0.01% | 504,582 | 267,189 | 112.6% | $103.94万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $194.95万 | 0.01% | 2,272 | 612 | 36.9% | $52.51万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $192.76万 | 0.01% | 60,981 | -88,637 | -59.2% | -$280.18万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $190.69万 | 0.01% | 20,170 | 344 | 1.7% | $3.25万 | 加仓 |
| IVLU | ISHARES TR | $190.55万 | 0.01% | 45,563 | -418 | -0.9% | -$1.75万 | 减仓 |
| GSK | GSK PLC | $190.25万 | 0.01% | 36,293 | 641 | 1.8% | $3.36万 | 加仓 |
| ARGX | ARGENX SE | $189.74万 | 0.01% | 2,045 | 84 | 4.3% | $7.79万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $189.70万 | 0.01% | 56,074 | 15,078 | 36.8% | $51.01万 | 加仓 |
| BP | BP PLC | $189.51万 | 0.01% | 51,289 | 717 | 1.4% | $2.65万 | 加仓 |
| ESML | ISHARES TR | $189.38万 | 0.01% | 33,861 | -6,081 | -15.2% | -$34.01万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $189.37万 | 0.01% | 36,340 | 10,129 | 38.6% | $52.78万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $188.82万 | 0.01% | 100,064 | 441 | 0.4% | $8,322 | 加仓 |
| VICR | VICOR CORP | $188.48万 | 0.01% | 4,963 | -953 | -16.1% | -$36.19万 | 减仓 |
| IBDT | ISHARES TR | $188.41万 | 0.01% | 74,617 | -1,000 | -1.3% | -$2.53万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $187.91万 | 0.01% | 6,417 | 341 | 5.6% | $9.99万 | 加仓 |
| BE | BLOOM ENERGY CORP | $186.16万 | 0.01% | 6,150 | 268 | 4.6% | $8.11万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $186.05万 | 0.01% | 15,933 | 3,711 | 30.4% | $43.33万 | 加仓 |
| CBRE | CBRE GROUP INC | $185.94万 | 0.01% | 13,805 | -2,011 | -12.7% | -$27.09万 | 减仓 |
| AEE | AMEREN CORP | $185.85万 | 0.01% | 16,441 | 1,493 | 10.0% | $16.88万 | 加仓 |
| GRMN | GARMIN LTD | $184.66万 | 0.01% | 7,774 | -359 | -4.4% | -$8.53万 | 减仓 |
| DGII | DIGI INTL INC | $184.53万 | 0.01% | 24,621 | 8 | 0.0% | $600 | 加仓 |
| FRMI | FERMI INC | $184.53万 | 0.01% | 201,456 | 201,456 | — | $184.53万 | 新建仓 |
| FOXA | FOX CORP | $184.31万 | 0.01% | 35,335 | 389 | 1.1% | $2.03万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $183.88万 | 0.01% | 7,186 | -43 | -0.6% | -$1.10万 | 减仓 |
| PCAR | PACCAR INC | $183.82万 | 0.01% | 15,303 | 292 | 1.9% | $3.51万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $183.74万 | 0.01% | 11,845 | -375 | -3.1% | -$5.82万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $183.59万 | 0.01% | 40,359 | -18,876 | -31.9% | -$85.87万 | 减仓 |
| IQV | IQVIA HLDGS INC | $183.21万 | 0.01% | 9,482 | -329 | -3.4% | -$6.36万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $182.91万 | 0.01% | 6,623 | 702 | 11.9% | $19.39万 | 加仓 |
| RS | RELIANCE INC | $181.73万 | 0.01% | 4,864 | 226 | 4.9% | $8.44万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $181.34万 | 0.01% | 6,830 | -131 | -1.9% | -$3.48万 | 减仓 |
| PAYX | PAYCHEX INC | $181.27万 | 0.01% | 18,435 | 35 | 0.2% | $3,442 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $181.10万 | 0.01% | 6,659 | 1,063 | 19.0% | $28.91万 | 加仓 |
| BWA | BORGWARNER INC | $180.13万 | 0.01% | 27,127 | 2,051 | 8.2% | $13.62万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $179.63万 | 0.01% | 10,666 | -4,000 | -27.3% | -$67.37万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $179.15万 | 0.01% | 31,720 | 409 | 1.3% | $2.31万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $179.06万 | 0.01% | 4,593 | -1,507 | -24.7% | -$58.75万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $178.53万 | 0.01% | 10,364 | -254 | -2.4% | -$4.38万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $178.46万 | 0.01% | 16,558 | 899 | 5.7% | $9.69万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $177.79万 | 0.01% | 18,352 | 2,221 | 13.8% | $21.52万 | 加仓 |
| ALAB | ASTERA LABS INC | $177.61万 | 0.01% | 3,677 | 588 | 19.0% | $28.40万 | 加仓 |
| NKE | NIKE INC | $175.90万 | 0.01% | 42,850 | 14,927 | 53.5% | $61.28万 | 加仓 |
| OVV | OVINTIV INC | $175.16万 | 0.01% | 33,268 | 5,160 | 18.4% | $27.17万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $175.09万 | 0.01% | 22,613 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $173.84万 | 0.01% | 22,992 | -9,786 | -29.9% | -$73.99万 | 减仓 |
| CORP | PIMCO ETF TR | $173.79万 | 0.01% | 17,935 | -17,718 | -49.7% | -$171.69万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $173.16万 | 0.01% | 50,929 | 1,104 | 2.2% | $3.75万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $172.95万 | 0.01% | 18,375 | 2,934 | 19.0% | $27.62万 | 加仓 |
| XAR | SPDR SERIES TRUST | $172.86万 | 0.01% | 6,091 | -76 | -1.2% | -$2.16万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $172.86万 | 0.01% | 28,231 | 6,390 | 29.3% | $39.13万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $172.14万 | 0.01% | 36,005 | 1,075 | 3.1% | $5.14万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $171.11万 | 0.01% | 24,915 | -716 | -2.8% | -$4.92万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $171.09万 | 0.01% | 22,426 | -2,179 | -8.9% | -$16.62万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $171.08万 | 0.01% | 7,208 | -509 | -6.6% | -$12.08万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $170.89万 | 0.01% | 23,904 | -414 | -1.7% | -$2.96万 | 减仓 |
| SHY | ISHARES TR | $170.88万 | 0.01% | 20,811 | 2,591 | 14.2% | $21.27万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $170.64万 | 0.01% | 178,125 | -27,386 | -13.3% | -$26.24万 | 减仓 |