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Sequoia Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sequoia Financial Advisors, LLC

报告期 2026-03-31 · CIK 0001599900

持仓数

1,921

前50大市值合计

$11.29B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.22B

3,787,743

10.8%

SFGV EA SERIES TRUST

SEQUOIA GLOBAL V

$1.04B

31,830,127

9.3%

IXUS ISHARES TR

CORE MSCI TOTAL

$524.1M

6,049,116

4.6%

AAPL APPLE INC

COM

$492.5M

1,940,490

4.4%

NVDA NVIDIA CORPORATION

COM

$467.4M

2,679,934

4.1%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$381.9M

3,481,927

3.4%

DSTL ETF SER SOLUTIONS

DISTILLATE US

$342.9M

5,923,843

3.0%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$333.0M

7,379,642

3.0%

MSFT MICROSOFT CORP

COM

$308.3M

832,793

2.7%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$294.1M

6,383,524

2.6%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$291.4M

3,675,562

2.6%

PYLD PIMCO ETF TR

MULTISECTOR BD

$288.1M

10,994,877

2.6%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$282.7M

5,443,735

2.5%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$264.9M

3,378,481

2.3%

AMZN AMAZON COM INC

COM

$233.0M

1,118,723

2.1%

GOOG ALPHABET INC

CAP STK CL C

$216.1M

753,267

1.9%

MUB ISHARES TR

NATIONAL MUN ETF

$209.9M

1,977,019

1.9%

GLD SPDR GOLD TR

GOLD SHS

$201.9M

469,208

1.8%

AVGO BROADCOM INC

COM

$198.1M

640,160

1.8%

TDVG T ROWE PRICE ETF INC

PRICE DIV GRWT

$189.0M

4,234,788

1.7%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$184.7M

5,345,392

1.6%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$170.2M

5,283,468

1.5%

ACWI ISHARES TR

MSCI ACWI ETF

$165.8M

1,197,896

1.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$153.3M

781,277

1.4%

SPGM SPDR INDEX SHS FDS

STATE STREET SPD

$151.8M

2,004,687

1.3%

META META PLATFORMS INC

CL A

$151.0M

263,851

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$150.9M

345,470

1.3%

GOOGL ALPHABET INC

CAP STK CL A

$136.2M

473,577

1.2%

LLY ELI LILLY & CO

COM

$131.8M

143,305

1.2%

CAT CATERPILLAR INC

COM

$126.6M

178,760

1.1%

GS GOLDMAN SACHS GROUP INC

COM

$124.4M

147,053

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$121.0M

252,527

1.1%

RTX RTX CORPORATION

COM

$120.4M

624,341

1.1%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$120.1M

1,087,142

1.1%

— EXXON MOBIL CORP

COM

$118.9M

700,935

1.1%

COWZ PACER FDS TR

US CASH COWS 100

$114.1M

1,824,648

1.0%

JPM JPMORGAN CHASE & CO

COM

$110.2M

374,677

1.0%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$105.8M

2,715,179

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$103.0M

158,417

0.9%

WMT WALMART INC

COM

$101.0M

813,060

0.9%

COST COSTCO WHOLESALE CORPORATION

COM

$96.9M

97,275

0.9%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$92.1M

1,846,369

0.8%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$92.0M

1,297,323

0.8%

IJR ISHARES TR

CORE S&P SCP ETF

$87.7M

705,455

0.8%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$85.8M

1,373,292

0.8%

WYNN WYNN RESORTS LTD

COM

$82.8M

815,698

0.7%

V VISA INC

COM CL A

$80.3M

265,787

0.7%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$79.3M

546,743

0.7%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$77.7M

361,475

0.7%

HD HOME DEPOT INC

COM

$72.0M

219,054

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

VTI10.8%SFGV9.3%IXUS4.6%AAPL4.4%NVDA4.1%VONG3.4%