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 |
|---|---|---|---|---|---|---|---|---|
| USIG | ISHARES TR | $136.51万 | 0.01% | 26,616 | 648 | 2.5% | $3.32万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $136.38万 | 0.01% | 20,115 | 12,203 | 154.2% | $82.74万 | 加仓 |
| TRP | TC ENERGY CORP | $135.22万 | 0.01% | 20,399 | 562 | 2.8% | $3.73万 | 加仓 |
| BCS | BARCLAYS PLC | $135.10万 | 0.01% | 50,299 | 1,099 | 2.2% | $2.95万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $135.10万 | 0.01% | 7,686 | 259 | 3.5% | $4.55万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $134.71万 | 0.01% | 16,519 | -455 | -2.7% | -$3.71万 | 减仓 |
| XME | SPDR SERIES TRUST | $134.60万 | 0.01% | 12,587 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $134.34万 | 0.01% | 10,021 | 363 | 3.8% | $4.87万 | 加仓 |
| STM | STMICROELECTRONICS N V | $134.27万 | 0.01% | 17,929 | 3,216 | 21.9% | $24.08万 | 加仓 |
| PFF | ISHARES TR | $134.22万 | 0.01% | 44,020 | -8,245 | -15.8% | -$25.14万 | 减仓 |
| ENS | ENERSYS | $134.06万 | 0.01% | 5,734 | 513 | 9.8% | $11.99万 | 加仓 |
| ILMN | ILLUMINA INC | $133.36万 | 0.01% | 7,585 | -543 | -6.7% | -$9.55万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $133.14万 | 0.01% | 18,559 | -754 | -3.9% | -$5.41万 | 减仓 |
| ZTS | ZOETIS INC | $132.77万 | 0.01% | 18,476 | -2,451 | -11.7% | -$17.61万 | 减仓 |
| ALC | ALCON AG | $132.56万 | 0.01% | 19,755 | -3,808 | -16.2% | -$25.55万 | 减仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $132.55万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $132.32万 | 0.01% | 12,870 | -2,624 | -16.9% | -$26.98万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $132.21万 | 0.01% | 17,385 | -191 | -1.1% | -$1.45万 | 减仓 |
| LEN | LENNAR CORP | $132.20万 | 0.01% | 14,609 | 735 | 5.3% | $6.65万 | 加仓 |
| SUSA | ISHARES TR | $132.13万 | 0.01% | 8,563 | -4,081 | -32.3% | -$62.97万 | 减仓 |
| HDV | ISHARES TR | $131.26万 | 0.01% | 47,889 | -3,801 | -7.4% | -$10.42万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $131.04万 | 0.01% | 6,470 | -2,860 | -30.7% | -$57.92万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $130.85万 | 0.01% | 4,347 | -213 | -4.7% | -$6.41万 | 减仓 |
| CPAY | CORPAY INC | $130.78万 | 0.01% | 3,924 | -119 | -2.9% | -$3.97万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $130.27万 | 0.01% | 17,434 | 2,987 | 20.7% | $22.32万 | 加仓 |
| — | SYMMETRY PANORAMIC TR | $130.21万 | 0.01% | 46,771 | -6,706 | -12.5% | -$18.67万 | 减仓 |
| FICO | FAIR ISAAC CORP | $130.13万 | 0.01% | 1,089 | 145 | 15.4% | $17.33万 | 加仓 |
| CAE | CAE INC | $129.54万 | 0.01% | 51,690 | 1,419 | 2.8% | $3.56万 | 加仓 |
| RL | RALPH LAUREN CORP | $129.39万 | 0.01% | 3,223 | -16 | -0.5% | -$6,424 | 减仓 |
| AOR | ISHARES TR | $129.29万 | 0.01% | 18,603 | -26 | -0.1% | -$1,807 | 减仓 |
| NWSA | NEWS CORP NEW | $129.09万 | 0.01% | 51,991 | 8,271 | 18.9% | $20.54万 | 加仓 |
| NOV | NOV INC | $128.82万 | 0.01% | 69,444 | -374 | -0.5% | -$6,938 | 减仓 |
| DXCM | DEXCOM INC | $128.75万 | 0.01% | 19,116 | 2,509 | 15.1% | $16.90万 | 加仓 |
| BURL | BURLINGTON STORES INC | $128.74万 | 0.01% | 4,064 | 115 | 2.9% | $3.64万 | 加仓 |
| ADSK | AUTODESK INC | $128.13万 | 0.01% | 6,591 | -4,063 | -38.1% | -$78.99万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $127.88万 | 0.01% | 45,492 | -2,226 | -4.7% | -$6.26万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $127.76万 | 0.01% | 22,908 | 641 | 2.9% | $3.57万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $127.33万 | 0.01% | 65,906 | 3,283 | 5.2% | $6.34万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $126.91万 | 0.01% | 24,448 | -10,197 | -29.4% | -$52.93万 | 减仓 |
| GIS | GENERAL MILLS INC | $126.29万 | 0.01% | 36,290 | 10,132 | 38.7% | $35.26万 | 加仓 |
| HSY | HERSHEY CO | $126.09万 | 0.01% | 7,187 | -1,227 | -14.6% | -$21.53万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $126.04万 | 0.01% | 22,958 | 17,065 | 289.6% | $93.69万 | 重新持有 |
| NTES | NETEASE COM INC | $126.01万 | 0.01% | 9,834 | 2,752 | 38.9% | $35.26万 | 加仓 |
| ENTG | ENTEGRIS INC | $124.98万 | 0.01% | 6,949 | -168 | -2.4% | -$3.02万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $124.51万 | 0.01% | 14,304 | 3,966 | 38.4% | $34.52万 | 加仓 |
| KVUE | KENVUE INC | $124.46万 | 0.01% | 65,130 | -7,328 | -10.1% | -$14.00万 | 减仓 |
| EMN | EASTMAN CHEM CO | $124.29万 | 0.01% | 18,557 | -568 | -3.0% | -$3.80万 | 减仓 |
| VLUE | ISHARES TR | $124.29万 | 0.01% | 6,220 | -1,659 | -21.1% | -$33.15万 | 减仓 |
| CVNA | CARVANA CO | $123.41万 | 0.01% | 18,750 | 55 | 0.3% | $3,620 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $122.96万 | 0.01% | 14,246 | 4,026 | 39.4% | $34.75万 | 加仓 |
| ARW | ARROW ELECTRS INC | $122.84万 | 0.01% | 5,756 | 492 | 9.3% | $10.50万 | 加仓 |
| COHU | COHU INC | $122.45万 | 0.01% | 16,567 | 16,567 | — | $122.45万 | 新建仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $122.38万 | 0.01% | 51,247 | -1,348 | -2.6% | -$3.22万 | 减仓 |
| EQT | EQT CORP | $122.10万 | 0.01% | 22,963 | 3,195 | 16.2% | $16.99万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $121.65万 | 0.01% | 7,355 | 55 | 0.8% | $9,097 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $120.98万 | 0.01% | 13,932 | -64 | -0.5% | -$5,558 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $120.68万 | 0.01% | 13,620 | 64 | 0.5% | $5,671 | 加仓 |
| XYZ | BLOCK INC | $120.35万 | 0.01% | 15,836 | 857 | 5.7% | $6.51万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $120.15万 | 0.01% | 62,187 | 2,296 | 3.8% | $4.44万 | 加仓 |
| IEF | ISHARES TR | $119.87万 | 0.01% | 12,675 | -9,726 | -43.4% | -$91.98万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $119.49万 | 0.01% | 26,870 | 5,915 | 28.2% | $26.30万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $119.40万 | 0.01% | 7,079 | -382 | -5.1% | -$6.44万 | 减仓 |
| TPR | TAPESTRY INC | $118.97万 | 0.01% | 8,127 | -946 | -10.4% | -$13.85万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $118.86万 | 0.01% | 23,587 | 272 | 1.2% | $1.37万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $118.62万 | 0.01% | 3,508 | 117 | 3.5% | $3.96万 | 加仓 |
| DB | DEUTSCHE BK AG | $118.30万 | 0.01% | 35,041 | -8,822 | -20.1% | -$29.78万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $117.60万 | 0.01% | 921 | -139 | -13.1% | -$17.75万 | 减仓 |
| MUR | MURPHY OIL CORP | $117.57万 | 0.01% | 36,108 | -1,004 | -2.7% | -$3.27万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $117.39万 | 0.01% | 13,548 | -1,702 | -11.2% | -$14.75万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $117.20万 | 0.01% | 10,192 | 113 | 1.1% | $1.30万 | 加仓 |
| VTR | VENTAS INC | $117.16万 | 0.01% | 13,194 | 300 | 2.3% | $2.66万 | 加仓 |
| CBT | CABOT CORP | $117.15万 | 0.01% | 12,899 | -2,200 | -14.6% | -$19.98万 | 减仓 |
| FTS | FORTIS INC | $117.00万 | 0.01% | 20,445 | 765 | 3.9% | $4.38万 | 加仓 |
| IYR | ISHARES TR | $116.47万 | 0.01% | 11,391 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $115.81万 | 0.01% | 8,723 | 209 | 2.5% | $2.77万 | 加仓 |
| EQNR | EQUINOR ASA | $115.68万 | 0.01% | 36,842 | 923 | 2.6% | $2.90万 | 加仓 |
| NTRA | NATERA INC | $115.56万 | 0.01% | 4,257 | 578 | 15.7% | $15.69万 | 加仓 |
| IXJ | ISHARES TR | $115.54万 | 0.01% | 11,744 | 742 | 6.7% | $7.30万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $115.47万 | 0.01% | 46,542 | 4,611 | 11.0% | $11.44万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $115.29万 | 0.01% | 36,564 | -5,217 | -12.5% | -$16.45万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $115.08万 | 0.01% | 8,264 | 2,504 | 43.5% | $34.87万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $114.97万 | 0.01% | 24,113 | -1,617 | -6.3% | -$7.71万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $114.79万 | 0.01% | 5,572 | -66 | -1.2% | -$1.36万 | 减仓 |
| INFY | INFOSYS LTD | $114.65万 | 0.01% | 109,291 | 26,984 | 32.8% | $28.31万 | 加仓 |
| QQQI | NEOS ETF TRUST | $114.26万 | 0.01% | 20,120 | 5,632 | 38.9% | $31.98万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $114.23万 | 0.01% | 12,163 | -399 | -3.2% | -$3.75万 | 减仓 |
| SHV | ISHARES TR | $114.05万 | 0.01% | 10,335 | 2 | 0.0% | $221 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $113.72万 | 0.01% | 6,436 | 52 | 0.8% | $9,188 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $113.68万 | 0.01% | 29,240 | 3,484 | 13.5% | $13.55万 | 加仓 |
| USFD | US FOODS HLDG CORP | $113.49万 | 0.01% | 11,099 | -2,017 | -15.4% | -$20.62万 | 减仓 |
| SEIC | SEI INVTS CO | $112.37万 | 0.01% | 12,812 | -3,004 | -19.0% | -$26.35万 | 减仓 |
| DNOW | DNOW INC | $112.23万 | 0.01% | 86,530 | 2,029 | 2.4% | $2.63万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $112.19万 | 0.01% | 28,795 | 16,597 | 136.1% | $64.66万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $111.69万 | 0.01% | 3,111 | -214 | -6.4% | -$7.68万 | 减仓 |
| IYW | ISHARES TR | $111.44万 | 0.01% | 4,418 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $111.06万 | 0.01% | 7,477 | 218 | 3.0% | $3.24万 | 加仓 |
| EAGG | ISHARES TR | $110.53万 | 0.01% | 23,314 | -6,613 | -22.1% | -$31.35万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $110.43万 | 0.01% | 14,568 | 14,568 | — | $110.43万 | 新建仓 |
| EXEL | EXELIXIS INC | $110.41万 | 0.01% | 20,292 | 7,588 | 59.7% | $41.29万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $110.00万 | 0.01% | 75,084 | 13,729 | 22.4% | $20.11万 | 加仓 |