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 |
|---|---|---|---|---|---|---|---|---|
| NGG | NATIONAL GRID PLC | $170.38万 | 0.01% | 20,560 | 1,255 | 6.5% | $10.40万 | 加仓 |
| HDB | HDFC BANK LTD | $170.20万 | 0.01% | 65,893 | -3,053 | -4.4% | -$7.89万 | 减仓 |
| NTAP | NETAPP INC | $168.91万 | 0.01% | 10,915 | -3,174 | -22.5% | -$49.12万 | 减仓 |
| DLTR | DOLLAR TREE INC | $168.36万 | 0.01% | 13,920 | 1,290 | 10.2% | $15.60万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $167.87万 | 0.01% | 810 | -14 | -1.7% | -$2.90万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $167.58万 | 0.01% | 2,687 | -502 | -15.7% | -$31.31万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $167.20万 | 0.01% | 63,866 | -2,419 | -3.6% | -$6.33万 | 减仓 |
| SOLV | SOLVENTUM CORP | $167.20万 | 0.01% | 21,672 | 3,412 | 18.7% | $26.32万 | 加仓 |
| DTM | DT MIDSTREAM INC | $166.94万 | 0.01% | 11,376 | 422 | 3.9% | $6.19万 | 加仓 |
| VRSN | VERISIGN INC | $166.34万 | 0.01% | 6,612 | 1,454 | 28.2% | $36.58万 | 加仓 |
| IWY | ISHARES TR | $165.68万 | 0.01% | 5,701 | 329 | 6.1% | $9.56万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $165.53万 | 0.01% | 136,803 | 69,166 | 102.3% | $83.69万 | 加仓 |
| VMC | VULCAN MATLS CO | $165.36万 | 0.01% | 5,605 | 1,747 | 45.3% | $51.54万 | 加仓 |
| GDX | VANECK ETF TRUST | $165.34万 | 0.01% | 21,914 | -71 | -0.3% | -$5,357 | 减仓 |
| L | LOEWS CORP | $164.70万 | 0.01% | 14,549 | -2,221 | -13.2% | -$25.14万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $164.53万 | 0.01% | 27,717 | 8,892 | 47.2% | $52.78万 | 加仓 |
| KGC | KINROSS GOLD CORP | $163.62万 | 0.01% | 69,273 | 4,885 | 7.6% | $11.54万 | 加仓 |
| GNTX | GENTEX CORP | $163.45万 | 0.01% | 64,681 | 8,248 | 14.6% | $20.84万 | 加仓 |
| RKLB | ROCKET LAB CORP | $163.30万 | 0.01% | 16,065 | 3,222 | 25.1% | $32.75万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $162.95万 | 0.01% | 66,080 | 43,616 | 194.2% | $107.56万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $162.77万 | 0.01% | 10,707 | 1,706 | 19.0% | $25.94万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $162.33万 | 0.01% | 31,570 | -7,054 | -18.3% | -$36.27万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $161.63万 | 0.01% | 5,335 | -461 | -8.0% | -$13.97万 | 减仓 |
| DOW | DOW HLDGS INC | $161.49万 | 0.01% | 59,024 | 24,930 | 73.1% | $68.21万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $161.16万 | 0.01% | 37,428 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $161.05万 | 0.01% | 12,240 | 3,287 | 36.7% | $43.25万 | 加仓 |
| E | ENI SPA | $160.67万 | 0.01% | 34,288 | -300 | -0.9% | -$1.41万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $160.43万 | 0.01% | 80,661 | -51,670 | -39.0% | -$102.77万 | 减仓 |
| PKG | PACKAGING CORP AMER | $159.30万 | 0.01% | 6,685 | -581 | -8.0% | -$13.84万 | 减仓 |
| CLS | CELESTICA INC | $159.16万 | 0.01% | 4,363 | 40 | 0.9% | $1.46万 | 加仓 |
| ESLT | ELBIT SYS LTD | $159.12万 | 0.01% | 2,097 | 9 | 0.4% | $6,829 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $158.80万 | 0.01% | 14,841 | 4,620 | 45.2% | $49.43万 | 加仓 |
| MSCI | MSCI INC | $158.76万 | 0.01% | 2,835 | 111 | 4.1% | $6.22万 | 加仓 |
| BKH | BLACK HILLS CORP | $158.71万 | 0.01% | 21,332 | 4,325 | 25.4% | $32.18万 | 加仓 |
| SNA | SNAP ON INC | $157.30万 | 0.01% | 3,909 | -596 | -13.2% | -$23.98万 | 减仓 |
| IRM | IRON MTN INC DEL | $156.72万 | 0.01% | 12,408 | 1,944 | 18.6% | $24.55万 | 加仓 |
| MBB | ISHARES TR | $156.65万 | 0.01% | 16,573 | -7,583 | -31.4% | -$71.67万 | 减仓 |
| GEF | GREIF INC | $156.59万 | 0.01% | 21,021 | 3,304 | 18.6% | $24.61万 | 加仓 |
| EG | EVEREST GROUP LTD | $156.45万 | 0.01% | 4,380 | 1,709 | 64.0% | $61.04万 | 加仓 |
| SON | SONOCO PRODS CO | $156.27万 | 0.01% | 27,732 | -1,030 | -3.6% | -$5.80万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $156.22万 | 0.01% | 5,470 | 653 | 13.6% | $18.65万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $156.06万 | 0.01% | 29,171 | -27,080 | -48.1% | -$144.88万 | 减仓 |
| CPNG | COUPANG INC | $155.52万 | 0.01% | 89,534 | 13,666 | 18.0% | $23.74万 | 加仓 |
| CSGP | COSTAR GROUP INC | $155.43万 | 0.01% | 54,883 | 3,195 | 6.2% | $9.05万 | 加仓 |
| DASH | DOORDASH INC | $155.39万 | 0.01% | 8,421 | 443 | 5.6% | $8.17万 | 加仓 |
| IVZ | INVESCO LTD | $155.15万 | 0.01% | 58,792 | 18,451 | 45.7% | $48.69万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $154.89万 | 0.01% | 14,308 | 7,404 | 107.2% | $80.15万 | 加仓 |
| KHC | KRAFT HEINZ CO | $154.81万 | 0.01% | 65,543 | 4,073 | 6.6% | $9.62万 | 加仓 |
| GLPI | GAMING & LEISURE P | $153.80万 | 0.01% | 34,538 | -2,476 | -6.7% | -$11.03万 | 减仓 |
| FTV | FORTIVE CORP | $153.72万 | 0.01% | 25,163 | 621 | 2.5% | $3.79万 | 加仓 |
| ITA | ISHARES TR | $153.47万 | 0.01% | 6,331 | 1,333 | 26.7% | $32.31万 | 加仓 |
| MLI | MUELLER INDS INC | $152.89万 | 0.01% | 12,437 | 1,771 | 16.6% | $21.77万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $152.39万 | 0.01% | 10,070 | -3,374 | -25.1% | -$51.06万 | 减仓 |
| KIM | KIMCO REALTY CORP | $151.43万 | 0.01% | 59,735 | -7,907 | -11.7% | -$20.04万 | 减仓 |
| TOL | TOLL BROTHERS INC | $151.17万 | 0.01% | 9,176 | 1,555 | 20.4% | $25.62万 | 加仓 |
| RING | ISHARES INC | $150.69万 | 0.01% | 23,326 | -12,248 | -34.4% | -$79.12万 | 减仓 |
| SM | SM ENERGY COMPANY | $150.40万 | 0.01% | 57,623 | 33,181 | 135.8% | $86.60万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $150.22万 | 0.01% | 39,212 | -62 | -0.2% | -$2,375 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $150.20万 | 0.01% | 27,063 | -826 | -3.0% | -$4.58万 | 减仓 |
| ET | ENERGY TRANSFER L P | $149.84万 | 0.01% | 78,368 | 4,491 | 6.1% | $8.59万 | 加仓 |
| IWS | ISHARES TR | $149.27万 | 0.01% | 9,068 | 1,146 | 14.5% | $18.86万 | 加仓 |
| SNY | SANOFI SA | $149.16万 | 0.01% | 34,965 | -1,747 | -4.8% | -$7.45万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $148.96万 | 0.01% | 5,572 | 555 | 11.1% | $14.84万 | 加仓 |
| VTRS | VIATRIS INC | $148.94万 | 0.01% | 93,790 | -5,489 | -5.5% | -$8.72万 | 减仓 |
| NOK | NOKIA CORP | $148.80万 | 0.01% | 112,046 | 14,657 | 15.0% | $19.46万 | 加仓 |
| TKR | TIMKEN CO | $148.07万 | 0.01% | 10,189 | -1,216 | -10.7% | -$17.67万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $147.70万 | 0.01% | 10,132 | -605 | -5.6% | -$8.82万 | 减仓 |
| TWLO | TWILIO INC | $147.54万 | 0.01% | 7,151 | -2,449 | -25.5% | -$50.53万 | 减仓 |
| EZU | ISHARES INC | $147.39万 | 0.01% | 21,207 | -636 | -2.9% | -$4.42万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $147.13万 | 0.01% | 9,028 | -1,278 | -12.4% | -$20.83万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $146.93万 | 0.01% | 30,771 | 826 | 2.8% | $3.94万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $146.89万 | 0.01% | 4,739 | -1,278 | -21.2% | -$39.61万 | 减仓 |
| AVT | AVNET INC | $146.85万 | 0.01% | 16,533 | 795 | 5.1% | $7.06万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $146.77万 | 0.01% | 4,337 | -201 | -4.4% | -$6.80万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $145.74万 | 0.01% | 7,872 | -8,807 | -52.8% | -$163.06万 | 减仓 |
| DG | DOLLAR GEN CORP | $145.64万 | 0.01% | 12,653 | -407 | -3.1% | -$4.68万 | 减仓 |
| DOV | DOVER CORP | $145.60万 | 0.01% | 6,492 | 1,099 | 20.4% | $24.65万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $145.00万 | 0.01% | 2,174 | 9 | 0.4% | $6,003 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $143.95万 | 0.01% | 16,259 | -263 | -1.6% | -$2.33万 | 减仓 |
| RPM | RPM INTL INC | $143.57万 | 0.01% | 12,917 | 130 | 1.0% | $1.44万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $143.37万 | 0.01% | 5,735 | 901 | 18.6% | $22.52万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $142.89万 | 0.01% | 18,221 | -207 | -1.1% | -$1.62万 | 减仓 |
| SOXX | ISHARES TR | $142.34万 | 0.01% | 2,221 | 92 | 4.3% | $5.90万 | 加仓 |
| PPG | PPG INDS INC | $142.17万 | 0.01% | 11,721 | -1,501 | -11.4% | -$18.21万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $141.82万 | 0.01% | 43,331 | 9,259 | 27.2% | $30.30万 | 加仓 |
| MGA | MAGNA INTL INC | $141.44万 | 0.01% | 21,541 | -698 | -3.1% | -$4.58万 | 减仓 |
| B | BARRICK MNG CORP | $141.38万 | 0.01% | 38,490 | 2,510 | 7.0% | $9.22万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $141.31万 | 0.01% | 50,687 | -348 | -0.7% | -$9,702 | 减仓 |
| TSN | TYSON FOODS INC | $141.30万 | 0.01% | 24,682 | -3,660 | -12.9% | -$20.95万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $141.01万 | 0.01% | 52,013 | 846 | 1.7% | $2.29万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $140.95万 | 0.01% | 87,929 | -11,007 | -11.1% | -$17.64万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $140.75万 | 0.01% | 5,800 | -723 | -11.1% | -$17.54万 | 减仓 |
| PPL | PPL CORP | $140.46万 | 0.01% | 38,642 | 4,536 | 13.3% | $16.49万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $138.86万 | 0.01% | 16,104 | -3,213 | -16.6% | -$27.71万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $138.71万 | 0.01% | 23,035 | 1,622 | 7.6% | $9.77万 | 加仓 |
| FN | FABRINET | $138.22万 | 0.01% | 2,459 | 91 | 3.8% | $5.11万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $137.08万 | 0.01% | 2,530 | 106 | 4.4% | $5.74万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $136.93万 | 0.01% | 2,621 | 2 | 0.1% | $1,045 | 加仓 |
| FNV | FRANCO NEV CORP | $136.68万 | 0.01% | 6,557 | 904 | 16.0% | $18.84万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $136.55万 | 0.01% | 19,066 | 92 | 0.5% | $6,589 | 加仓 |