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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 127
减持 14
方向
标的
Δ市值
现股数(环比)
减持
RRR
RED ROCK RESORTS INC
-$151.8M
7,759
-100%
增持
VTI
VANGUARD INDEX FDS
+$114.3M
2,702,206
+9%
增持
MSFT
MICROSOFT CORP
+$109.4M
518,005
+92%
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。
增持
AAPL
APPLE INC
+$102.9M
1,262,924
+54%
增持
NVDA
NVIDIA CORPORATION
+$82.0M
232,847
+204%
增持
AMZN
AMAZON COM INC
+$64.2M
1,142,492
+33%
减持
WYNN
WYNN RESORTS LTD
-$46.5M
3,811
-99%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$46.3M
3,290,989
+7%
减持
PANW
PALO ALTO NETWORKS INC
-$40.7M
250,929
-49%
增持
AVGO
BROADCOM INC
+$40.4M
39,690
+737%
建仓
TKO
TKO GROUP HOLDINGS INC
+$38.3M
469,879
增持
IXUS
ISHARES TR
+$36.8M
4,541,429
+6%
增持
META
META PLATFORMS INC
+$36.2M
131,306
+284%
建仓
LVS
LAS VEGAS SANDS CORP
+$33.6M
683,202
增持
GOOG
ALPHABET INC
+$33.4M
504,602
+76%
增持
MOAT
VANECK ETF TRUST
+$30.5M
378,652
+1689%
增持
LLY
ELI LILLY & CO
+$30.0M
64,323
+361%
增持
V
VISA INC
+$28.7M
139,999
+316%
增持
SPY
SPDR S&P 500 ETF TR
+$28.0M
150,914
+47%
增持
IVLU
ISHARES TR
+$26.6M
1,415,130
+228%
增持
AGG
ISHARES TR
+$25.8M
2,080,764
+8%
增持
COST
COSTCO WHSL CORP NEW
+$24.5M
45,925
+342%
建仓
TDVG
T ROWE PRICE ETF INC
+$24.4M
691,710
增持
VUG
VANGUARD INDEX FDS
+$24.0M
216,693
+36%
增持
HD
HOME DEPOT INC
+$22.9M
94,268
+191%
增持
ZTS
ZOETIS INC
+$22.1M
188,529
+116%
增持
GOOGL
ALPHABET INC
+$22.0M
746,834
+19%
增持
SPYM
SPDR SER TR
+$21.9M
696,880
+106%
增持
DFAU
DIMENSIONAL ETF TRUST
+$21.8M
3,542,293
+11%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$21.2M
183,961
-70%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$20.6M
44,788
+613%
增持
ACWI
ISHARES TR
+$19.9M
1,141,615
+9%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$18.7M
1,433,641
+37%
增持
VTV
VANGUARD INDEX FDS
+$18.7M
788,687
+10%
增持
IJR
ISHARES TR
+$17.7M
780,095
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$17.4M
90,476
+67%
增持
RTX
RTX CORPORATION
+$16.7M
216,885
+920%
增持
AMGN
AMGEN INC
+$16.7M
71,241
+399%
增持
PLNT
PLANET FITNESS INC
+$16.7M
563,034
+13%
增持
MRSH
MARSH & MCLENNAN COS INC
+$16.5M
91,170
+2229%
增持
VTEB
VANGUARD MUN BD FDS
+$16.0M
1,471,677
+20%
增持
HON
HONEYWELL INTL INC
+$16.0M
179,300
+53%
增持
FBND
FIDELITY MERRIMACK STR TR
+$15.8M
2,189,941
+12%
增持
JPM
JPMORGAN CHASE & CO
+$15.7M
281,021
+27%
增持
CAT
CATERPILLAR INC
+$14.5M
59,234
+445%
增持
IVV
ISHARES TR
+$14.3M
104,878
+26%
建仓
DCH
AMERICAN AXLE & MFG HLDGS IN
+$14.2M
1,608,060
增持
—
JOHNSON CTLS INTL PLC
+$13.9M
246,007
+5276%
增持
ABT
ABBOTT LABS
+$13.9M
152,403
+408%
增持
BAC
BANK AMERICA CORP
+$13.6M
513,450
+283%
建仓
SHV
ISHARES TR
+$13.0M
118,265
增持
—
NXP SEMICONDUCTORS N V
+$13.0M
59,639
+1510%
增持
PG
PROCTER AND GAMBLE CO
+$12.9M
148,589
+146%
增持
IQV
IQVIA HLDGS INC
+$12.9M
57,631
+2776%
增持
—
BLACKROCK INC
+$12.7M
17,210
+755%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.7M
225,448
+17%
增持
MRK
MERCK & CO INC
+$12.5M
169,960
+192%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$12.5M
144,104
+2006%
增持
MGV
VANGUARD WORLD FD
+$12.4M
543,915
+17%
增持
CRM
SALESFORCE INC
+$12.4M
125,566
+23%
增持
WM
WASTE MGMT INC DEL
+$11.7M
73,576
+682%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.5M
87,038
+354%
增持
HSY
HERSHEY CO
+$11.3M
62,925
+2800%
增持
FNDF
SCHWAB STRATEGIC TR
+$11.3M
4,098,942
+2%
增持
MCD
MCDONALDS CORP
+$11.2M
57,353
+160%
增持
GLD
SPDR GOLD TR
+$11.0M
539,437
+0%
增持
PEP
PEPSICO INC
+$10.9M
146,890
+78%
增持
NSC
NORFOLK SOUTHN CORP
+$10.8M
48,029
+1695%
减持
—
PIONEER NAT RES CO
-$10.5M
5,894
-89%
增持
AJG
GALLAGHER ARTHUR J & CO
+$10.4M
50,274
+1206%
增持
ORCL
ORACLE CORP
+$10.4M
142,874
+224%
增持
FMB
FIRST TR EXCH TRADED FD III
+$10.2M
903,423
+21%
增持
LNG
CHENIERE ENERGY INC
+$10.0M
64,653
+937%
增持
LMT
LOCKHEED MARTIN CORP
+$9.9M
28,859
+276%
增持
UPS
UNITED PARCEL SERVICE INC
+$9.9M
96,038
+187%
建仓
ZS
ZSCALER INC
+$9.7M
43,665
增持
TLH
ISHARES TR
+$9.4M
557,868
+8%
增持
QQQ
INVESCO QQQ TR
+$9.3M
86,927
+18%
增持
DHI
D R HORTON INC
+$9.1M
62,608
+1694%
增持
IJH
ISHARES TR
+$9.1M
53,367
+134%
增持
PH
PARKER-HANNIFIN CORP
+$9.0M
28,246
+173%
增持
ROK
ROCKWELL AUTOMATION INC
+$8.8M
32,156
+677%
增持
WMT
WALMART INC
+$8.8M
215,002
+37%
增持
QCOM
QUALCOMM INC
+$8.7M
76,127
+272%
增持
TJX
TJX COS INC NEW
+$8.5M
99,996
+954%
增持
T
AT&T INC
+$8.4M
595,372
+457%
增持
DE
DEERE & CO
+$8.2M
24,829
+454%
减持
DFUS
DIMENSIONAL ETF TRUST
+$7.9M
1,626,810
-1%
增持
INTU
INTUIT
+$7.8M
15,723
+299%
增持
AEP
AMERICAN ELEC PWR CO INC
+$7.6M
114,807
+408%
增持
SPGM
SPDR INDEX SHS FDS
+$7.5M
1,345,296
+1%
增持
NEE
NEXTERA ENERGY INC
+$7.4M
315,976
+53%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.3M
30,899
+74%
减持
WD
WALKER & DUNLOP INC
+$7.1M
261,899
-12%
增持
TSLA
TESLA INC
+$7.0M
92,635
+45%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.9M
1,222,362
+10%
增持
AMT
AMERICAN TOWER CORP NEW
+$6.8M
101,253
+11%
增持
CVS
CVS HEALTH CORP
+$6.6M
290,232
+24%
增持
SLB
SCHLUMBERGER LTD
+$6.5M
142,923
+825%
增持
SCHW
SCHWAB CHARLES CORP
+$6.5M
253,853
+27%
增持
BA
BOEING CO
+$6.3M
38,379
+97%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$6.3M
155,965
+38%
增持
JNJ
JOHNSON & JOHNSON
+$6.1M
92,337
+72%
增持
DFAT
DIMENSIONAL ETF TRUST
+$5.9M
703,470
+4%
增持
CDW
CDW CORP
+$5.8M
28,410
+804%
增持
NOW
SERVICENOW INC
+$5.7M
25,726
+15%
增持
ECL
ECOLAB INC
+$5.7M
115,049
+14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.6M
1,246,860
+8%
减持
GDEN
GOLDEN ENTMT INC
+$5.6M
1,034,660
-1%
减持
EIX
EDISON INTL
-$5.5M
10,583
-89%
增持
OMC
OMNICOM GROUP INC
+$5.5M
66,488
+1628%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.5M
1,032,993
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.3M
791,043
+17%
减持
BX
BLACKSTONE INC
+$5.3M
294,223
-5%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.2M
380,836
+13%
增持
IWB
ISHARES TR
+$5.0M
78,772
+18%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$4.9M
41,258
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$4.8M
31,928
+1614%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.8M
14,376
+391%
增持
—
STERIS PLC
+$4.8M
24,748
+765%
增持
NKE
NIKE INC
+$4.8M
170,424
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.7M
892,733
+19%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.7M
361,535
+11%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.6M
461,854
+6%
增持
NFLX
NETFLIX INC
+$4.6M
16,857
+78%
建仓
TW
TRADEWEB MKTS INC
+$4.6M
50,336
增持
GOVT
ISHARES TR
+$4.6M
1,390,009
+12%
增持
—
LABORATORY CORP AMER HLDGS
+$4.5M
87,417
+14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.4M
172,930
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
129,846
+205%
建仓
CPB
CAMPBELL SOUP CO
+$4.3M
98,761
增持
ABBV
ABBVIE INC
+$4.2M
65,085
+66%
增持
FCX
FREEPORT-MCMORAN INC
+$4.2M
383,653
+18%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.2M
56,114
+41%
增持
C
CITIGROUP INC
+$4.2M
212,090
+29%
增持
A
AGILENT TECHNOLOGIES INC
+$4.1M
32,642
+821%
增持
IEMG
ISHARES INC
+$4.1M
488,322
+13%
减持
VICI
VICI PPTYS INC
-$4.0M
1,427,118
-16%
增持
TSCO
TRACTOR SUPPLY CO
+$4.0M
19,762
+1419%
增持
KHC
KRAFT HEINZ CO
+$4.0M
618,344
+10%
增持
LOW
LOWES COS INC
+$3.9M
29,400
+130%
增持
—
ACCENTURE PLC IRELAND
+$3.8M
22,409
+71%
增持
SHW
SHERWIN WILLIAMS CO
+$3.8M
58,986
+3%
增持
BAX
BAXTER INTL INC
+$3.8M
446,077
+25%
增持
FFIV
F5 INC
+$3.7M
23,318
+698%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.7M
19,988
+574%
增持
MA
MASTERCARD INCORPORATED
+$3.7M
19,576
+66%
减持
DLR
DIGITAL RLTY TR INC
-$3.7M
12,642
-71%
减持
KR
KROGER CO
-$3.6M
22,377
-78%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.5M
67,372
+68%
