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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
$11.29B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q1
21Q4
21Q2
21Q4 调仓
2021-06-30 → 2021-12-31 · 共 150 项
建仓 24
增持 95
减持 29
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SJM
SMUCKER J M CO
+$138.3M
1,024,047
+15779%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$88.9M
1,719,430
增持
VTI
VANGUARD INDEX FDS
+$54.1M
1,831,032
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DFAU
DIMENSIONAL ETF TRUST
+$45.0M
1,363,604
增持
MUB
ISHARES TR
+$36.0M
723,624
+76%
增持
AAPL
APPLE INC
+$33.4M
585,423
+14%
建仓
DCH
AMERICAN AXLE & MFG HLDGS IN
+$24.3M
2,605,496
增持
AGG
ISHARES TR
+$24.1M
1,388,097
+19%
增持
IVV
ISHARES TR
+$23.9M
76,985
+157%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$21.9M
2,058,228
+3%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$19.9M
331,608
建仓
DFAT
DIMENSIONAL ETF TRUST
+$17.0M
357,685
增持
IWB
ISHARES TR
+$16.7M
71,602
+689%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$16.4M
564,847
建仓
DFIV
DIMENSIONAL ETF TRUST
+$15.0M
456,558
建仓
DFAE
DIMENSIONAL ETF TRUST
+$14.2M
519,260
建仓
DFAI
DIMENSIONAL ETF TRUST
+$13.0M
441,006
增持
ACWI
ISHARES TR
+$11.6M
592,004
+17%
减持
MSFT
MICROSOFT CORP
+$10.8M
175,710
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.6M
221,546
+113%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.4M
123,836
+20%
增持
AMZN
AMAZON COM INC
+$8.2M
11,429
+32%
增持
NVDA
NVIDIA CORPORATION
+$7.9M
41,388
+681%
增持
—
MEDTRONIC PLC
+$7.4M
81,933
+851%
增持
MGV
VANGUARD WORLD FD
+$7.2M
374,194
+14%
增持
QQQ
INVESCO QQQ TR
+$6.7M
76,801
+14%
增持
FCX
FREEPORT-MCMORAN INC
+$6.5M
162,050
+2623%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$6.5M
119,473
增持
MRK
MERCK & CO INC
+$6.2M
159,079
+107%
增持
SPGM
SPDR INDEX SHS FDS
+$6.1M
1,251,323
+5%
减持
SCHX
SCHWAB STRATEGIC TR
+$6.1M
691,264
-1%
增持
IXUS
ISHARES TR
+$6.0M
3,141,254
+6%
减持
INCY
INCYTE CORP
-$6.0M
6,765
-91%
增持
VTEB
VANGUARD MUN BD FDS
+$5.9M
275,181
+66%
增持
IJR
ISHARES TR
+$5.9M
77,864
+189%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$5.5M
46,966
+1624%
增持
TSLA
TESLA INC
+$5.5M
10,305
+30%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.3M
2,413,762
+10%
减持
DIS
DISNEY WALT CO
-$5.3M
34,851
-43%
增持
GOOG
ALPHABET INC
+$5.0M
6,207
+20%
减持
—
VMWARE INC
-$4.8M
2,964
-91%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
42,762
+18%
增持
COST
COSTCO WHSL CORP NEW
+$4.8M
19,625
+22%
建仓
—
SHYFT GROUP INC
+$4.7M
96,313
建仓
LOB
LIVE OAK BANCSHARES INC
+$4.5M
51,480
增持
CVX
CHEVRON CORP NEW
+$4.4M
132,608
+24%
建仓
—
PIONEER NAT RES CO
+$4.3M
23,620
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$4.0M
823,855
+11%
减持
VNLA
JANUS DETROIT STR TR
-$3.9M
75,435
-51%
增持
CVS
CVS HEALTH CORP
+$3.9M
113,656
+20%
增持
IWM
ISHARES TR
+$3.8M
227,487
+11%
增持
APD
AIR PRODS & CHEMS INC
+$3.7M
34,173
+47%
增持
ABBV
ABBVIE INC
+$3.7M
74,191
+31%
减持
GII
SPDR INDEX SHS FDS
-$3.5M
264,927
-23%
减持
T
AT&T INC
-$3.5M
91,140
-54%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.4M
189,739
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$3.3M
262,270
+72%
增持
GOVT
ISHARES TR
+$3.3M
900,013
+15%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$3.3M
169,988
+28%
增持
SCZ
ISHARES TR
+$3.2M
147,745
+45%
增持
CSCO
CISCO SYS INC
+$3.2M
160,571
+22%
减持
HON
HONEYWELL INTL INC
-$3.1M
10,145
-58%
建仓
NI
NISOURCE INC
+$3.1M
112,578
建仓
MTB
M & T BK CORP
+$3.0M
19,343
增持
NOW
SERVICENOW INC
+$3.0M
18,203
+13%
减持
SHW
SHERWIN WILLIAMS CO
-$2.9M
12,808
-53%
增持
PSX
PHILLIPS 66
+$2.9M
45,047
+1055%
减持
WU
WESTERN UN CO
-$2.9M
20,411
-86%
增持
TFC
TRUIST FINL CORP
+$2.9M
106,215
+79%
建仓
OMC
OMNICOM GROUP INC
+$2.9M
38,916
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.8M
1,205,847
+5%
增持
META
META PLATFORMS INC
+$2.6M
38,745
+29%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.6M
85,101
+33%
增持
MCD
MCDONALDS CORP
+$2.5M
38,758
+14%
减持
HD
HOME DEPOT INC
+$2.5M
27,056
-1%
增持
F
FORD MTR CO DEL
+$2.4M
315,556
+14%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.4M
94,618
+19%
减持
—
INTERPUBLIC GROUP COS INC
-$2.4M
6,036
-93%
增持
PEP
PEPSICO INC
+$2.4M
53,268
+15%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
52,605
+14%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.3M
89,625
+6%
建仓
SRE
SEMPRA
+$2.3M
17,722
增持
—
LAM RESEARCH CORP
+$2.3M
3,732
+608%
增持
CRM
SALESFORCE COM INC
+$2.3M
48,293
+18%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.3M
263,637
+21%
增持
GOOGL
ALPHABET INC
+$2.2M
3,004
+12%
增持
GD
GENERAL DYNAMICS CORP
+$2.1M
43,238
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
7,503
+77%
减持
ARKK
ARK ETF TR
-$2.0M
16,581
-40%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$2.0M
92,751
建仓
SCHP
SCHWAB STRATEGIC TR
+$2.0M
31,745
增持
AMAT
APPLIED MATLS INC
+$1.9M
15,494
+344%
减持
PNW
PINNACLE WEST CAP CORP
-$1.9M
3,297
-87%
增持
CMA
COMERICA INC
+$1.9M
50,561
+45%
增持
IEMG
ISHARES INC
+$1.9M
170,587
+37%
增持
VNQ
VANGUARD INDEX FDS
+$1.9M
24,394
+164%
增持
BWA
BORGWARNER INC
+$1.8M
185,880
+38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
15,643
-41%
建仓
NWL
NEWELL BRANDS INC
+$1.7M
79,566
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
26,208
+17%
减持
RWO
SPDR INDEX SHS FDS
-$1.7M
266,748
-18%
清仓
IDV
ISHARES TR
-$1.6M
0
-100%
增持
ABT
ABBOTT LABS
+$1.6M
29,067
+37%
增持
MMM
3M CO
+$1.6M
22,086
+89%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.6M
75,518
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$1.6M
480,810
+17%
增持
QCOM
QUALCOMM INC
+$1.6M
20,146
+35%
清仓
—
GENERAL ELECTRIC CO
-$1.5M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.4M
132,381
+30%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
37,291
+24%
增持
VB
VANGUARD INDEX FDS
+$1.4M
7,700
+367%
减持
PANW
PALO ALTO NETWORKS INC
+$1.4M
25,547
-26%
增持
PCAR
PACCAR INC
+$1.4M
80,294
+25%
增持
GILD
GILEAD SCIENCES INC
+$1.3M
78,576
+24%
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
13,698
增持
CMCSA
COMCAST CORP NEW
+$1.3M
198,732
+30%
增持
USB
US BANCORP DEL
+$1.3M
77,089
+43%
增持
TTD
THE TRADE DESK INC
+$1.2M
17,643
+217%
减持
ARKG
ARK ETF TR
-$1.2M
16,333
-30%
增持
HYLB
DBX ETF TR
+$1.2M
61,770
+91%
减持
MINT
PIMCO ETF TR
-$1.1M
138,397
-7%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
17,055
+36%
增持
PYPL
PAYPAL HLDGS INC
-$1.1M
11,029
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
25,425
+12%
建仓
GE
GENERAL ELECTRIC CO
+$1.1M
11,414
增持
VHT
VANGUARD WORLD FDS
+$1.0M
26,705
+9%
增持
O
REALTY INCOME CORP
+$1.0M
53,089
+28%
增持
MPC
MARATHON PETE CORP
+$1.0M
75,498
+19%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.0M
6,599
-16%
减持
SCHZ
SCHWAB STRATEGIC TR
-$998.0K
885,959
-1%
建仓
IEUR
ISHARES TR
+$984.0K
16,914
增持
—
LYONDELLBASELL INDUSTRIES N
+$962.0K
37,642
+54%
增持
—
EXXON MOBIL CORP
+$953.0K
99,913
+22%
增持
EFA
ISHARES TR
+$938.0K
31,938
+60%
增持
XLV
SELECT SECTOR SPDR TR
+$860.0K
15,327
+49%
增持
SCHE
SCHWAB STRATEGIC TR
-$841.0K
298,489
+1%
减持
CORP
PIMCO ETF TR
-$831.0K
127,805
-4%
减持
—
BROOKFIELD INFRAST PARTNERS
+$816.0K
187,224
-2%
增持
LQD
ISHARES TR
+$815.0K
43,521
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$807.0K
38,823
+26%
增持
VFC
V F CORP
+$781.0K
14,050
+364%
增持
IWF
ISHARES TR
+$778.0K
6,078
+53%
减持
—
ACCENTURE PLC IRELAND
+$770.0K
8,736
-10%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$765.0K
13,423
增持
TXN
TEXAS INSTRS INC
+$742.0K
9,631
+73%
增持
CWI
SPDR INDEX SHS FDS
-$741.0K
954,360
+0%
减持
PFE
PFIZER INC
+$718.0K
120,598
-26%
减持
BA
BOEING CO
-$696.0K
11,645
-8%
增持
IJH
ISHARES TR
+$690.0K
22,291
+7%
减持
CARR
CARRIER GLOBAL CORPORATION
-$686.0K
6,081
-71%
