小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 97
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$58.2M
406,141
+3273%
增持
AGG
ISHARES TR
+$30.8M
1,766,389
+27%
增持
FMB
FIRST TR EXCH TRADED FD III
+$25.2M
489,850
+3549%
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。
清仓
DCH
AMERICAN AXLE & MFG HLDGS IN
-$24.3M
0
-100%
减持
SJM
SMUCKER J M CO
-$23.2M
855,693
-16%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$22.1M
436,096
增持
VTI
VANGUARD INDEX FDS
+$20.8M
2,033,328
+11%
建仓
SPYM
SPDR SER TR
+$20.7M
389,807
增持
VTEB
VANGUARD MUN BD FDS
+$20.2M
684,204
+149%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$19.3M
1,211,756
+47%
增持
MUB
ISHARES TR
+$17.0M
922,882
+28%
增持
FBND
FIDELITY MERRIMACK STR TR
+$14.5M
1,575,994
+31%
增持
IWM
ISHARES TR
+$13.6M
313,001
+38%
增持
HON
HONEYWELL INTL INC
+$9.2M
58,297
+475%
建仓
SHAG
WISDOMTREE TR
+$8.9M
184,318
增持
VONG
VANGUARD SCOTTSDALE FDS
+$8.9M
2,389,691
+16%
增持
IXUS
ISHARES TR
+$8.5M
3,475,271
+11%
减持
GD
GENERAL DYNAMICS CORP
-$7.4M
6,655
-85%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
124,760
+1%
增持
WMT
WALMART INC
+$6.4M
85,619
+94%
增持
DIS
DISNEY WALT CO
+$6.1M
83,614
+140%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.8M
2,614,921
+8%
减持
AAPL
APPLE INC
-$5.8M
562,304
-4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$5.6M
29,682
-70%
增持
SCHX
SCHWAB STRATEGIC TR
-$5.5M
1,359,127
+97%
增持
IVV
ISHARES TR
+$5.1M
92,284
+20%
增持
ACWI
ISHARES TR
+$5.0M
677,872
+15%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.6M
1,572,035
+15%
清仓
LOB
LIVE OAK BANCSHARES INC
-$4.5M
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$4.4M
35,841
+180%
增持
BX
BLACKSTONE INC
+$4.4M
40,387
+580%
增持
DFUS
DIMENSIONAL ETF TRUST
-$4.3M
1,725,130
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$4.0M
177,346
-58%
增持
EIX
EDISON INTL
+$3.8M
57,048
+1829%
减持
SCHZ
SCHWAB STRATEGIC TR
-$3.8M
869,467
-2%
增持
MGV
VANGUARD WORLD FD
+$3.6M
406,301
+9%
增持
—
EXXON MOBIL CORP
+$3.6M
117,360
+17%
增持
JPM
JPMORGAN CHASE & CO
+$3.6M
135,222
+44%
增持
META
META PLATFORMS INC
-$3.3M
43,720
+13%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$3.2M
216,292
+27%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$3.2M
74,080
-2%
增持
MRK
MERCK & CO INC
+$3.0M
185,366
+17%
减持
PFE
PFIZER INC
-$3.0M
80,341
-33%
增持
APD
AIR PRODS & CHEMS INC
+$2.9M
53,111
+55%
增持
HD
HOME DEPOT INC
-$2.8M
28,083
+4%
增持
—
UNILEVER PLC
+$2.7M
70,933
+563%
增持
IEMG
ISHARES INC
+$2.5M
228,131
+34%
减持
RWO
SPDR INDEX SHS FDS
-$2.4M
234,677
-12%
减持
NVDA
NVIDIA CORPORATION
-$2.4M
35,937
-13%
增持
AMZN
AMAZON COM INC
+$2.4M
12,413
+9%
增持
XLE
SELECT SECTOR SPDR TR
+$2.3M
65,016
+36%
增持
—
PIONEER NAT RES CO
+$2.3M
26,257
+11%
减持
F
FORD MTR CO DEL
-$2.2M
256,308
-19%
减持
TDG
TRANSDIGM GROUP INC
-$2.2M
3,451
-51%
减持
—
EATON CORP PLC
-$2.1M
7,826
-59%
减持
CWI
SPDR INDEX SHS FDS
-$2.1M
941,549
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
534,066
+21%
增持
FCX
FREEPORT-MCMORAN INC
+$2.0M
175,358
+8%
增持
—
MEDTRONIC PLC
+$1.9M
93,668
+14%
减持
LQD
ISHARES TR
-$1.9M
32,016
-26%
减持
LMT
LOCKHEED MARTIN CORP
-$1.8M
5,962
-52%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.8M
419,642
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
50,960
+94%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
22,312
+14%
增持
GOOG
ALPHABET INC
+$1.7M
7,023
+13%
增持
GOVT
ISHARES TR
+$1.6M
1,029,172
+14%
减持
AGGY
WISDOMTREE TR
-$1.6M
273,205
-3%
减持
CORP
PIMCO ETF TR
-$1.5M
123,714
-3%
减持
GII
SPDR INDEX SHS FDS
-$1.5M
222,299
-16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.5M
255,766
+15%
增持
SRE
SEMPRA
+$1.4M
22,487
+27%
减持
PANW
PALO ALTO NETWORKS INC
+$1.4M
25,145
-2%
增持
TSLA
TESLA INC
+$1.4M
11,425
+11%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.4M
28,748
增持
NI
NISOURCE INC
+$1.4M
141,345
+26%
减持
ABT
ABBOTT LABS
-$1.4M
22,962
-21%
增持
INTC
INTEL CORP
+$1.4M
127,732
+32%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
187,198
-1%
增持
OMC
OMNICOM GROUP INC
+$1.4M
49,493
+27%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.3M
46,803
+24%
增持
—
LABORATORY CORP AMER HLDGS
-$1.3M
44,953
+7%
增持
IEUR
ISHARES TR
+$1.3M
42,829
+153%
增持
QQQ
INVESCO QQQ TR
-$1.3M
80,742
+5%
增持
IWF
ISHARES TR
+$1.3M
11,285
+86%
增持
MMM
3M CO
+$1.3M
34,870
+58%
增持
CRM
SALESFORCE COM INC
+$1.3M
63,760
+32%
增持
SCZ
ISHARES TR
+$1.3M
181,631
+23%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.2M
302,902
+15%
减持
IWB
ISHARES TR
-$1.2M
70,923
-1%
建仓
SHEL
SHELL PLC
+$1.2M
21,621
增持
PSX
PHILLIPS 66
+$1.2M
51,192
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
165,114
+25%
减持
ABBV
ABBVIE INC
-$1.1M
54,956
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
146,733
+20%
建仓
NOBL
PROSHARES TR
+$1.1M
11,792
清仓
AMLP
ALPS ETF TR
-$1.1M
0
-100%
增持
SPGM
SPDR INDEX SHS FDS
-$1.1M
1,301,158
+4%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
2
减持
IBB
ISHARES TR
-$1.0M
5,638
-51%
增持
IJR
ISHARES TR
+$1.0M
92,148
+18%
增持
O
REALTY INCOME CORP
+$1.0M
69,487
+31%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.0M
19,288
-37%
减持
GIGB
GOLDMAN SACHS ETF TR
-$982.0K
109,972
-8%
增持
SCHC
SCHWAB STRATEGIC TR
-$980.0K
331,689
+0%
增持
IJH
ISHARES TR
+$978.0K
27,156
+22%
减持
QCOM
QUALCOMM INC
-$969.0K
17,770
-12%
减持
—
PREMIER FINANCIAL CORP
-$956.0K
79,081
-27%
增持
DVY
ISHARES TR
+$952.0K
29,583
+28%
增持
TFC
TRUIST FINL CORP
+$948.0K
126,412
+19%
增持
IEFA
ISHARES TR
+$948.0K
25,128
+135%
减持
DGRW
WISDOMTREE TR
-$935.0K
206,829
-3%
增持
V
VISA INC
+$934.0K
20,807
+23%
减持
ITOT
ISHARES TR
-$926.0K
130,131
-1%
减持
—
BROOKFIELD INFRAST PARTNERS
+$900.0K
185,489
-1%
增持
CAT
CATERPILLAR INC
+$808.0K
10,518
+42%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$801.0K
87,543
-6%
增持
MTB
M & T BK CORP
+$800.0K
22,246
+15%
增持
PEP
PEPSICO INC
+$793.0K
60,014
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$782.0K
8,922
+19%
增持
IVW
ISHARES TR
-$759.0K
161,116
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$758.0K
49,383
+27%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$736.0K
52,412
+12%
减持
CVS
CVS HEALTH CORP
-$731.0K
108,625
-4%
增持
MSM
MSC INDL DIRECT INC
+$726.0K
40,042
+25%
增持
UBER
UBER TECHNOLOGIES INC
-$719.0K
288,071
+10%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$715.0K
17,184
增持
IPAC
ISHARES TR
+$714.0K
20,725
+141%
清仓
MAS
MASCO CORP
-$714.0K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
-$713.0K
342,141
+3%
增持
—
KELLOGG CO
+$705.0K
52,508
+26%
增持
IVE
ISHARES TR
+$683.0K
14,684
+43%
增持
GS
GOLDMAN SACHS GROUP INC
-$669.0K
27,438
+8%
增持
BHP
BHP GROUP LTD
+$669.0K
13,834
+109%
增持
CSCO
CISCO SYS INC
+$668.0K
194,454
+21%
增持
DFIV
DIMENSIONAL ETF TRUST
+$664.0K
467,391
+2%
增持
NOW
SERVICENOW INC
-$657.0K
20,039
+10%
增持
IWD
ISHARES TR
+$634.0K
24,209
+20%
增持
PCAR
PACCAR INC
+$634.0K
87,674
+9%
建仓
SPYV
SPDR SER TR
+$631.0K
15,107
增持
USB
US BANCORP DEL
+$631.0K
93,348
+21%
增持
COP
CONOCOPHILLIPS
+$627.0K
11,455
+59%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$626.0K
25,338
+29%
建仓
—
SEALED AIR CORP NEW
+$619.0K
9,244
增持
VB
VANGUARD INDEX FDS
+$613.0K
11,074
+44%
减持
ARKK
ARK ETF TR
-$613.0K
14,402
-13%
增持
BWA
BORGWARNER INC
+$606.0K
230,945
+24%
减持
VNLA
JANUS DETROIT STR TR
-$600.0K
63,929
-15%
减持
KO
COCA COLA CO
-$596.0K
30,686
-27%
减持
XLI
SELECT SECTOR SPDR TR
-$580.0K
95,216
-3%
增持
HYLB
DBX ETF TR
+$561.0K
80,114
+30%
