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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 12
增持 81
减持 56
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SJM
SMUCKER J M CO
+$245.7M
2,281,761
+167%
增持
TFI
SPDR SER TR
+$65.3M
1,475,492
+3494%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$64.8M
1,354,567
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。
减持
IWM
ISHARES TR
-$53.5M
61,689
-80%
增持
IJR
ISHARES TR
+$48.0M
612,251
+564%
增持
VTI
VANGUARD INDEX FDS
-$41.9M
2,202,372
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$40.6M
404,431
-67%
建仓
TLH
ISHARES TR
+$33.5M
309,467
增持
DFAU
DIMENSIONAL ETF TRUST
+$25.1M
2,761,712
+76%
增持
FNDF
SCHWAB STRATEGIC TR
+$22.5M
3,672,603
+40%
建仓
SGOV
ISHARES TR
+$22.3M
222,303
减持
SCHX
SCHWAB STRATEGIC TR
-$20.2M
1,174,247
-14%
减持
MUB
ISHARES TR
-$20.1M
768,061
-17%
减持
AGG
ISHARES TR
-$18.7M
1,757,605
-0%
建仓
LDUR
PIMCO ETF TR
+$17.2M
182,492
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.9M
593,483
+304%
减持
DFUS
DIMENSIONAL ETF TRUST
-$15.6M
1,658,052
-4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$14.1M
1,162,419
+118%
减持
SCHZ
SCHWAB STRATEGIC TR
-$12.6M
686,944
-21%
增持
AMZN
AMAZON COM INC
-$12.5M
332,973
+2582%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$12.4M
683,124
+57%
减持
VTEB
VANGUARD MUN BD FDS
-$12.0M
470,066
-31%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$11.8M
2,879,271
+20%
减持
SCHC
SCHWAB STRATEGIC TR
-$11.7M
27,797
-92%
减持
SPGM
SPDR INDEX SHS FDS
-$11.4M
1,284,132
-1%
减持
QQQ
INVESCO QQQ TR
-$11.4M
67,083
-17%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$11.3M
337,756
增持
JPM
JPMORGAN CHASE & CO
+$11.2M
220,736
+63%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.5M
22,487
+591%
减持
SCZ
ISHARES TR
-$10.4M
30,028
-83%
增持
—
EXXON MOBIL CORP
+$9.9M
177,550
+51%
减持
RWO
SPDR INDEX SHS FDS
-$9.8M
70,673
-70%
减持
UBER
UBER TECHNOLOGIES INC
-$9.6M
29,348
-90%
增持
FMB
FIRST TR EXCH TRADED FD III
+$9.2M
702,232
+43%
增持
ECL
ECOLAB INC
+$8.9M
63,418
+3250%
增持
PANW
PALO ALTO NETWORKS INC
-$8.7M
50,182
+100%
减持
DIS
DISNEY WALT CO
-$8.5M
33,853
-60%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$8.5M
1,099,188
+129%
增持
HD
HOME DEPOT INC
+$8.2M
52,472
+87%
增持
PSX
PHILLIPS 66
+$8.1M
120,718
+136%
增持
CLX
CLOROX CO DEL
+$8.0M
61,142
+1415%
增持
SBUX
STARBUCKS CORP
+$8.0M
106,445
+272%
减持
GII
SPDR INDEX SHS FDS
-$7.9M
96,335
-57%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.8M
31,144
-68%
增持
PEP
PEPSICO INC
+$7.6M
97,656
+63%
减持
CMCSA
COMCAST CORP NEW
-$7.6M
71,777
-67%
增持
—
UNILEVER PLC
+$6.7M
197,719
+179%
增持
—
ACTIVISION BLIZZARD INC
+$6.5M
89,837
+1683%
减持
META
META PLATFORMS INC
-$6.4M
27,483
-37%
减持
SCHR
SCHWAB STRATEGIC TR
-$6.4M
323,806
-23%
增持
GILD
GILEAD SCIENCES INC
+$6.3M
138,470
+49%
增持
IVV
ISHARES TR
-$6.2M
92,791
+1%
增持
OMC
OMNICOM GROUP INC
+$6.2M
127,660
+158%
增持
KMB
KIMBERLY-CLARK CORP
+$6.2M
49,901
+994%
增持
TSLA
TESLA INC
-$6.2M
49,588
+334%
减持
SHAG
WISDOMTREE TR
-$6.1M
61,361
-67%
增持
PYPL
PAYPAL HLDGS INC
+$5.9M
103,798
+689%
增持
CSCO
CISCO SYS INC
+$5.8M
350,147
+80%
减持
CWI
SPDR INDEX SHS FDS
-$5.8M
834,551
-11%
增持
ZTS
ZOETIS INC
+$5.8M
44,905
+978%
减持
DFAC
DIMENSIONAL ETF TRUST
-$5.7M
421,858
-27%
增持
GLW
CORNING INC
+$5.6M
183,981
+2222%
增持
O
REALTY INCOME CORP
+$5.5M
163,113
+135%
增持
PGR
PROGRESSIVE CORP
+$5.5M
48,630
+593%
增持
TD
TORONTO DOMINION BK ONT
+$5.5M
93,986
+1087%
增持
DFAT
DIMENSIONAL ETF TRUST
+$5.4M
517,705
+39%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$5.4M
69,500
-6%
建仓
AAP
ADVANCE AUTO PARTS INC
+$5.2M
35,651
增持
MMM
3M CO
+$5.2M
86,857
+149%
减持
TFC
TRUIST FINL CORP
-$5.2M
45,597
-64%
增持
MSFT
MICROSOFT CORP
-$5.2M
226,168
+17%
减持
GIGB
GOLDMAN SACHS ETF TR
-$5.0M
9,861
-91%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.0M
101,101
增持
—
LYONDELLBASELL INDUSTRIES N
+$4.9M
116,613
+149%
增持
EIX
EDISON INTL
+$4.9M
139,303
+144%
增持
CTRA
COTERRA ENERGY INC
+$4.8M
207,864
+1688%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.6M
173,387
-9%
增持
CRM
SALESFORCE INC
-$4.3M
69,761
+9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.3M
178,818
-4%
减持
MRK
MERCK & CO INC
+$4.3M
175,512
-5%
增持
NI
NISOURCE INC
+$4.2M
318,252
+125%
减持
AGGY
WISDOMTREE TR
-$4.2M
208,285
-24%
减持
CORP
PIMCO ETF TR
-$4.1M
94,105
-24%
减持
SCHA
SCHWAB STRATEGIC TR
-$4.1M
234,547
-18%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.1M
105,304
+113%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0M
42,018
-6%
增持
XLRE
SELECT SECTOR SPDR TR
+$4.0M
144,830
+404%
增持
—
BROOKFIELD INFRAST PARTNERS
-$3.8M
272,465
+47%
增持
AAPL
APPLE INC
-$3.8M
726,561
+29%
增持
WMT
WALMART INC
+$3.7M
116,335
+36%
减持
SPYM
SPDR SER TR
-$3.6M
379,831
-3%
减持
ITOT
ISHARES TR
-$3.6M
112,906
-13%
增持
MTB
M & T BK CORP
+$3.5M
50,101
+125%
减持
MPC
MARATHON PETE CORP
-$3.5M
14,542
-76%
增持
SHW
SHERWIN WILLIAMS CO
+$3.4M
52,093
+45%
增持
USB
US BANCORP DEL
+$3.4M
191,196
+105%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.3M
34,647
-32%
减持
SRE
SEMPRA
-$3.3M
3,283
-85%
建仓
—
LIBERTY MEDIA CORP DEL
+$3.2M
99,328
增持
CMA
COMERICA INC
+$3.2M
108,788
+139%
减持
XLF
SELECT SECTOR SPDR TR
-$3.1M
93,569
-43%
增持
MSM
MSC INDL DIRECT INC
+$3.1M
79,783
+99%
增持
HON
HONEYWELL INTL INC
+$3.1M
67,254
+15%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$3.0M
129,010
减持
IWB
ISHARES TR
-$3.0M
70,152
-1%
增持
IEMG
ISHARES INC
+$2.9M
334,288
+47%
增持
—
MEDTRONIC PLC
+$2.9M
171,182
+83%
减持
ABBV
ABBVIE INC
-$2.9M
37,242
-32%
减持
—
HANESBRANDS INC
-$2.9M
10,152
-95%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$2.8M
0
-100%
增持
IVW
ISHARES TR
-$2.8M
162,343
+1%
减持
HYLB
DBX ETF TR
-$2.8M
6,612
-92%
减持
APD
AIR PRODS & CHEMS INC
-$2.7M
34,172
-36%
减持
—
KELLOGG CO
-$2.7M
9,368
-82%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
151,211
+21%
减持
GLD
SPDR GOLD TR
-$2.7M
24,861
-35%
增持
DVY
ISHARES TR
+$2.7M
53,477
+81%
增持
DG
DOLLAR GEN CORP NEW
+$2.6M
12,632
+468%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.6M
13,482
+51%
建仓
CHRD
CHORD ENERGY CORPORATION
+$2.6M
18,733
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
52,791
+37%
增持
LLY
LILLY ELI & CO
+$2.4M
13,162
+56%
增持
—
EATON CORP PLC
+$2.4M
22,842
+192%
减持
GOVT
ISHARES TR
-$2.4M
1,023,874
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.4M
177,611
-8%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.3M
258,824
-15%
增持
NVDA
NVIDIA CORPORATION
-$2.3M
51,268
+43%
增持
NWL
NEWELL BRANDS INC
+$2.3M
348,605
+229%
增持
IXUS
ISHARES TR
-$2.3M
3,958,025
+14%
增持
SO
SOUTHERN CO
+$2.2M
50,026
+159%
建仓
DISV
DIMENSIONAL ETF TRUST
+$2.2M
97,180
减持
SCHV
SCHWAB STRATEGIC TR
-$2.0M
109,699
-16%
减持
VNLA
JANUS DETROIT STR TR
-$2.0M
23,272
-64%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
96,021
+129%
增持
MGV
VANGUARD WORLD FD
+$2.0M
442,944
+9%
减持
VHT
VANGUARD WORLD FDS
-$1.9M
20,150
-26%
增持
COST
COSTCO WHSL CORP NEW
-$1.9M
23,968
+7%
减持
VNQ
VANGUARD INDEX FDS
-$1.9M
10,239
-59%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
264,729
+22%
增持
TELFY
TELEFONICA S A
+$1.8M
552,185
+2057%
增持
VTV
VANGUARD INDEX FDS
-$1.8M
414,618
+2%
增持
TDG
TRANSDIGM GROUP INC
+$1.8M
6,354
+84%
减持
IHI
ISHARES TR
-$1.7M
60,117
-25%
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$1.7M
70,639
增持
—
AON PLC
+$1.7M
7,394
+353%
增持
PCAR
PACCAR INC
+$1.7M
94,781
+8%
增持
IWP
ISHARES TR
+$1.6M
22,967
+672%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
35,795
-2%
减持
DGRW
WISDOMTREE TR
-$1.6M
191,793
-7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.6M
263,469
+3%
