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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $14.18亿 | 7.06% | 3,831,169 | 43,426 | 1.1% | $1,606.94万 | 加仓 |
| SFGV | EA SERIES TRUST | $11.04亿 | 5.50% | 31,470,764 | -359,363 | -1.1% | -$1,261.04万 | 减仓 |
| IXUS | ISHARES TR | $6.01亿 | 2.99% | 6,296,845 | 247,729 | 4.1% | $2,364.33万 | 加仓 |
| AAPL | APPLE INC | $5.72亿 | 2.85% | 1,978,445 | 37,955 | 2.0% | $1,098.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.68亿 | 2.83% | 2,836,315 | 156,381 | 5.8% | $3,129.03万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4.38亿 | 2.18% | 3,426,943 | -54,984 | -1.6% | -$702.75万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3.93亿 | 1.96% | 7,607,402 | 227,760 | 3.1% | $1,177.29万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $3.56亿 | 1.77% | 5,942,710 | 18,867 | 0.3% | $113.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.38亿 | 1.68% | 906,219 | 73,426 | 8.8% | $2,738.94万 | 加仓 |
| PYLD | PIMCO ETF TR | $3.29亿 | 1.64% | 12,401,335 | 1,406,458 | 12.8% | $3,729.93万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3.28亿 | 1.64% | 7,131,321 | 747,797 | 11.7% | $3,443.61万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $3.21亿 | 1.60% | 6,133,736 | 690,001 | 12.7% | $3,611.47万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2.90亿 | 1.45% | 3,671,995 | -3,567 | -0.1% | -$28.19万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2.83亿 | 1.41% | 3,631,159 | 252,678 | 7.5% | $1,968.61万 | 加仓 |
| GOOG | ALPHABET INC | $2.69亿 | 1.34% | 761,320 | 8,053 | 1.1% | $284.54万 | 加仓 |
| AMZN | AMAZON COM INC | $2.61亿 | 1.30% | 1,093,333 | -25,390 | -2.3% | -$605.15万 | 减仓 |
| AVGO | BROADCOM INC | $2.52亿 | 1.25% | 665,884 | 25,724 | 4.0% | $971.72万 | 加仓 |
| MUB | ISHARES TR | $2.29亿 | 1.14% | 2,128,656 | 151,637 | 7.7% | $1,631.92万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $2.16亿 | 1.07% | 4,396,076 | 161,288 | 3.8% | $790.80万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2.15亿 | 1.07% | 5,299,151 | -46,241 | -0.9% | -$187.92万 | 减仓 |
| CAT | CATERPILLAR INC | $2.00亿 | 1.00% | 188,272 | 9,512 | 5.3% | $1,012.93万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1.90亿 | 0.95% | 2,214,046 | 209,359 | 10.4% | $1,793.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.88亿 | 0.94% | 2,187,134 | 114,314 | 5.5% | $984.70万 | 加仓 |
| LLY | ELI LILLY & CO | $1.85亿 | 0.92% | 154,543 | 11,238 | 7.8% | $1,347.92万 | 加仓 |
| ACWI | ISHARES TR | $1.80亿 | 0.90% | 1,146,645 | -51,251 | -4.3% | -$804.49万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.80亿 | 0.89% | 5,261,652 | -21,816 | -0.4% | -$74.45万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.78亿 | 0.89% | 815,425 | 34,148 | 4.4% | $744.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1.69亿 | 0.84% | 472,495 | -1,082 | -0.2% | -$38.67万 | 减仓 |
| GLD | SPDR GOLD TR | $1.68亿 | 0.84% | 456,249 | -12,959 | -2.8% | -$477.38万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.55亿 | 0.77% | 153,522 | 6,469 | 4.4% | $654.26万 | 加仓 |
| META | META PLATFORMS INC | $1.55亿 | 0.77% | 275,017 | 11,166 | 4.2% | $628.97万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.33亿 | 0.66% | 1,063,743 | -23,399 | -2.2% | -$291.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.28亿 | 0.64% | 390,881 | 16,204 | 4.3% | $530.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.24亿 | 0.62% | 247,243 | -5,284 | -2.1% | -$264.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.20亿 | 0.60% | 160,362 | 1,945 | 1.2% | $145.25万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.17亿 | 0.58% | 2,827,567 | 112,388 | 4.1% | $463.60万 | 加仓 |
| RTX | RTX CORPORATION | $1.14亿 | 0.57% | 601,888 | -22,453 | -3.6% | -$426.00万 | 减仓 |
| COWZ | PACER FDS TR | $1.11亿 | 0.55% | 1,781,365 | -43,283 | -2.4% | -$269.22万 | 减仓 |
| IJR | ISHARES TR | $1.09亿 | 0.54% | 733,683 | 28,228 | 4.0% | $418.65万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.05亿 | 0.52% | 2,073,127 | 226,758 | 12.3% | $1,146.94万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.04亿 | 0.52% | 1,269,391 | -27,932 | -2.2% | -$228.87万 | 减仓 |
| — | EXXON MOBIL CORP | $1.00亿 | 0.50% | 731,436 | 30,501 | 4.4% | $417.01万 | 加仓 |
| PWR | QUANTA SVCS INC | $9,784.11万 | 0.49% | 135,883 | 7,039 | 5.5% | $506.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,726.08万 | 0.48% | 1,391,428 | 18,136 | 1.3% | $126.77万 | 加仓 |
| WMT | WALMART INC | $9,598.73万 | 0.48% | 847,495 | 34,435 | 4.2% | $390.01万 | 加仓 |
| V | VISA INC | $9,519.15万 | 0.47% | 277,453 | 11,666 | 4.4% | $400.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,871.39万 | 0.44% | 94,833 | -2,442 | -2.5% | -$228.44万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $8,788.18万 | 0.44% | 371,405 | 9,930 | 2.7% | $234.96万 | 加仓 |
| MGV | VANGUARD WORLD FD | $8,691.08万 | 0.43% | 531,727 | -15,016 | -2.7% | -$245.44万 | 减仓 |
| HD | HOME DEPOT INC | $8,101.33万 | 0.40% | 229,708 | 10,654 | 4.9% | $375.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,843.30万 | 0.39% | 106,509 | 495 | 0.5% | $36.45万 | 加仓 |
| IUSV | ISHARES TR | $7,655.44万 | 0.38% | 695,001 | -649 | -0.1% | -$7.15万 | 减仓 |
| ETN | EATON CORP PLC | $7,463.36万 | 0.37% | 175,147 | 10,831 | 6.6% | $461.53万 | 加仓 |
| SGOV | ISHARES TR | $7,438.95万 | 0.37% | 738,944 | 219,462 | 42.2% | $2,209.32万 | 加仓 |
| IVV | ISHARES TR | $7,230.65万 | 0.36% | 96,552 | 326 | 0.3% | $24.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,839.32万 | 0.34% | 959,904 | 3,473 | 0.4% | $24.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,722.15万 | 0.33% | 58,236 | 6,842 | 13.3% | $789.77万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,578.78万 | 0.33% | 1,217,842 | -27,283 | -2.2% | -$147.38万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,417.97万 | 0.32% | 622,801 | -24,381 | -3.8% | -$251.25万 | 减仓 |
| AMGN | AMGEN INC | $6,265.55万 | 0.31% | 173,024 | 7,513 | 4.5% | $272.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,217.66万 | 0.31% | 221,104 | 14,178 | 6.9% | $398.70万 | 加仓 |
| TSLA | TESLA INC | $6,098.13万 | 0.30% | 144,986 | 31,090 | 27.3% | $1,307.65万 | 加仓 |
| BAC | BANK OF AMER CORP | $6,068.19万 | 0.30% | 1,064,968 | 78,282 | 7.9% | $446.05万 | 加仓 |
| ICOW | PACER FDS TR | $5,958.15万 | 0.30% | 1,431,215 | -77,882 | -5.2% | -$324.22万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $5,874.69万 | 0.29% | 60,061 | 5,473 | 10.0% | $535.33万 | 加仓 |
| MS | MORGAN STANLEY | $5,853.90万 | 0.29% | 280,037 | 8,596 | 3.2% | $179.69万 | 加仓 |
| WM | WASTE MGMT INC DEL | $5,204.08万 | 0.26% | 233,493 | 16,917 | 7.8% | $377.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,162.36万 | 0.26% | 203,267 | 8,816 | 4.5% | $223.90万 | 加仓 |
| BN | BROOKFIELD CORP | $5,049.56万 | 0.25% | 1,185,621 | -26,882 | -2.2% | -$114.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,975.39万 | 0.25% | 339,293 | 3,272 | 1.0% | $47.98万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $4,887.68万 | 0.24% | 1,031,592 | 43,925 | 4.4% | $208.12万 | 加仓 |
| IJH | ISHARES TR | $4,862.55万 | 0.24% | 630,599 | 25,927 | 4.3% | $199.92万 | 加仓 |
| BLK | BLACKROCK INC | $4,788.70万 | 0.24% | 49,801 | 2,398 | 5.1% | $230.58万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,623.80万 | 0.23% | 526,150 | 17,076 | 3.4% | $150.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,571.92万 | 0.23% | 66,567 | 2,742 | 4.3% | $188.32万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $4,553.29万 | 0.23% | 91,971 | 78,032 | 559.8% | $3,863.20万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $4,507.21万 | 0.22% | 332,292 | -596,920 | -64.2% | -$8,096.62万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $4,331.60万 | 0.22% | 896,162 | 16,137 | 1.8% | $78.00万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,220.23万 | 0.21% | 468,394 | -80,524 | -14.7% | -$725.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,129.40万 | 0.21% | 71,085 | 3,732 | 5.5% | $216.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,075.43万 | 0.20% | 1,384,788 | -28,943 | -2.0% | -$85.18万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,970.81万 | 0.20% | 54,921 | 3,814 | 7.5% | $275.75万 | 加仓 |
| C | CITIGROUP INC | $3,907.90万 | 0.19% | 279,216 | 6,806 | 2.5% | $95.26万 | 加仓 |
| MCD | MCDONALDS CORP | $3,895.88万 | 0.19% | 144,126 | 447 | 0.3% | $12.08万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,842.59万 | 0.19% | 361,452 | -12,733 | -3.4% | -$135.36万 | 减仓 |
| MRK | MERCK & CO INC | $3,753.70万 | 0.19% | 292,117 | -4,929 | -1.7% | -$63.34万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,688.47万 | 0.18% | 108,160 | -80,361 | -42.6% | -$2,740.47万 | 减仓 |
| TJX | TJX COS INC NEW | $3,657.39万 | 0.18% | 241,412 | 14,878 | 6.6% | $225.40万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $3,604.90万 | 0.18% | 150,826 | 6,366 | 4.4% | $152.15万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $3,562.47万 | 0.18% | 127,231 | 6,595 | 5.5% | $184.66万 | 加仓 |
| MTUM | ISHARES TR | $3,560.36万 | 0.18% | 103,852 | 6,557 | 6.7% | $224.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3,528.86万 | 0.18% | 388,898 | 25,838 | 7.1% | $234.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,460.85万 | 0.17% | 420,312 | -9,522 | -2.2% | -$78.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,440.93万 | 0.17% | 824,569 | 4,221 | 0.5% | $17.61万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,438.95万 | 0.17% | 149,799 | 9,966 | 7.1% | $228.79万 | 加仓 |
| GEV | GE VERNOVA INC | $3,401.34万 | 0.17% | 28,951 | -205 | -0.7% | -$24.08万 | 减仓 |
| XYL | XYLEM INC | $3,355.21万 | 0.17% | 283,835 | -81,439 | -22.3% | -$962.69万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,354.30万 | 0.17% | 991,224 | -16,649 | -1.7% | -$56.34万 | 减仓 |
| GE | GE AEROSPACE | $3,299.81万 | 0.16% | 88,294 | 1,534 | 1.8% | $57.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,132.70万 | 0.16% | 65,597 | -562 | -0.8% | -$26.84万 | 减仓 |