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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 56
减持 86
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$91.0M
2,816,608
+4%
减持
FNDF
SCHWAB STRATEGIC TR
-$88.7M
1,390,882
-66%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$54.8M
282,868
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。
-80%
减持
NVDA
NVIDIA CORPORATION
+$51.8M
184,947
-21%
减持
IXUS
ISHARES TR
-$45.3M
3,677,514
-19%
增持
AMT
AMERICAN TOWER CORP NEW
+$36.9M
297,277
+194%
减持
IVLU
ISHARES TR
-$34.4M
110,042
-92%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$31.3M
486,330
减持
AAPL
APPLE INC
-$28.8M
1,250,072
-1%
清仓
MTN
VAIL RESORTS INC
-$27.6M
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$27.1M
3,274,999
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$26.9M
165,893
-34%
增持
MSFT
MICROSOFT CORP
+$25.0M
522,442
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$24.1M
664,162
+84%
增持
RTX
RTX CORPORATION
+$23.0M
422,753
+95%
减持
AMZN
AMAZON COM INC
+$22.9M
1,089,501
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$22.5M
79,631
+78%
减持
ECL
ECOLAB INC
-$21.8M
4,564
-96%
减持
KHC
KRAFT HEINZ CO
-$21.8M
30,087
-95%
减持
CVS
CVS HEALTH CORP
-$19.7M
40,387
-86%
减持
BX
BLACKSTONE INC
-$18.8M
150,267
-49%
增持
PG
PROCTER AND GAMBLE CO
+$18.6M
248,995
+68%
增持
XYL
XYLEM INC
+$17.8M
148,218
+1135%
增持
SLB
SCHLUMBERGER LTD
+$17.7M
459,053
+221%
减持
GDEN
GOLDEN ENTMT INC
-$17.4M
645,373
-38%
减持
VUG
VANGUARD INDEX FDS
-$16.7M
147,218
-32%
增持
DFAU
DIMENSIONAL ETF TRUST
+$16.3M
3,668,922
+4%
减持
CTRA
COTERRA ENERGY INC
-$16.1M
31,831
-95%
减持
VTV
VANGUARD INDEX FDS
-$15.6M
628,007
-20%
减持
PLNT
PLANET FITNESS INC
-$15.1M
414,951
-26%
减持
FCX
FREEPORT-MCMORAN INC
-$15.0M
29,233
-92%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.9M
226,701
+1%
减持
DFCF
DIMENSIONAL ETF TRUST
-$14.8M
881,494
-28%
增持
ACWI
ISHARES TR
+$14.1M
1,183,019
+4%
增持
—
EXXON MOBIL CORP
+$13.5M
389,272
+23%
增持
AMGN
AMGEN INC
+$13.2M
118,707
+67%
增持
PH
PARKER-HANNIFIN CORP
+$12.0M
45,058
+60%
增持
MGV
VANGUARD WORLD FD
+$11.7M
595,968
+10%
增持
LNG
CHENIERE ENERGY INC
+$11.6M
140,373
+117%
增持
SHY
ISHARES TR
+$11.4M
183,184
+324%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$11.1M
174,976
减持
TSLA
TESLA INC
-$11.0M
68,120
-26%
增持
AGG
ISHARES TR
+$11.0M
2,220,916
+7%
减持
LVS
LAS VEGAS SANDS CORP
-$10.7M
442,861
-35%
减持
HSY
HERSHEY CO
-$10.4M
6,801
-89%
增持
—
LABORATORY CORP AMER HLDGS
+$9.7M
135,161
+55%
增持
FBND
FIDELITY MERRIMACK STR TR
+$9.6M
2,437,462
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.5M
742,881
+29%
减持
ROK
ROCKWELL AUTOMATION INC
-$8.6M
4,692
-85%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$8.6M
208,998
+34%
增持
SPY
SPDR S&P 500 ETF TR
+$8.5M
153,475
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$7.9M
1,618,735
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$7.9M
11,448
-60%
减持
JPM
JPMORGAN CHASE & CO
+$7.3M
275,081
-2%
增持
SGOV
ISHARES TR
+$7.2M
416,017
+20%
减持
SHV
ISHARES TR
-$7.0M
54,429
-54%
增持
SPGM
SPDR INDEX SHS FDS
+$6.9M
1,362,537
+1%
减持
T
AT&T INC
-$6.9M
177,502
-70%
减持
ZTS
ZOETIS INC
-$6.8M
179,490
-5%
增持
VOO
VANGUARD INDEX FDS
+$6.7M
34,467
+52%
增持
QQQ
INVESCO QQQ TR
+$6.5M
94,890
+9%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$6.5M
0
-100%
减持
PSX
PHILLIPS 66
-$6.4M
19,445
-73%
减持
DFNM
DIMENSIONAL ETF TRUST
-$6.4M
633,640
-17%
减持
META
META PLATFORMS INC
+$6.4M
108,836
-17%
增持
CVX
CHEVRON CORP NEW
+$6.3M
103,986
+54%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.1M
20,498
-34%
减持
MTB
M & T BK CORP
-$6.1M
3,469
-93%
减持
BA
BOEING CO
-$6.0M
20,858
-46%
建仓
—
WESTROCK CO
+$5.6M
113,939
减持
GS
GOLDMAN SACHS GROUP INC
-$5.2M
71,171
-21%
减持
LLY
ELI LILLY & CO
+$5.1M
54,785
-15%
减持
V
VISA INC
-$4.7M
113,823
-19%
增持
WMT
WALMART INC
+$4.7M
640,713
+198%
减持
GLD
SPDR GOLD TR
+$4.6M
523,498
-3%
增持
FMB
FIRST TR EXCH TRADED FD III
+$4.0M
987,518
+9%
减持
SCHX
SCHWAB STRATEGIC TR
+$4.0M
1,003,572
-3%
减持
GOOG
ALPHABET INC
+$3.8M
492,239
-2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$3.7M
28,398
-83%
减持
SPYG
SPDR SER TR
-$3.6M
133,210
-35%
增持
IJR
ISHARES TR
+$3.6M
796,980
+2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.6M
828,707
+5%
减持
CRM
SALESFORCE INC
+$3.6M
121,501
-3%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$3.5M
396,192
+4%
建仓
DXJ
WISDOMTREE TR
+$3.5M
32,362
增持
KMB
KIMBERLY-CLARK CORP
+$3.4M
45,400
+121%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.3M
1,292,218
+4%
减持
CAT
CATERPILLAR INC
+$3.3M
56,773
-4%
减持
VICI
VICI PPTYS INC
-$3.1M
1,423,264
-0%
增持
GOVT
ISHARES TR
+$3.1M
1,541,124
+11%
减持
MELI
MERCADOLIBRE INC
-$2.8M
1,044
-62%
减持
APD
AIR PRODS & CHEMS INC
-$2.7M
21,063
-26%
增持
—
JOHNSON CTLS INTL PLC
+$2.7M
258,009
+5%
减持
AVGO
BROADCOM INC
-$2.7M
31,410
-21%
增持
PGR
PROGRESSIVE CORP
+$2.7M
55,623
+0%
增持
BAX
BAXTER INTL INC
+$2.7M
465,979
+4%
减持
—
BLACKROCK INC
-$2.6M
13,616
-21%
减持
WD
WALKER & DUNLOP INC
-$2.6M
261,852
-0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$2.6M
37,214
-57%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.5M
119,293
+55%
增持
TDVG
T ROWE PRICE ETF INC
+$2.5M
706,941
+2%
减持
MRK
MERCK & CO INC
+$2.5M
159,096
-6%
减持
—
ACCENTURE PLC IRELAND
-$2.4M
15,724
-30%
清仓
HXL
HEXCEL CORP NEW
-$2.4M
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.4M
966,614
+8%
增持
NTRS
NORTHERN TR CORP
+$2.3M
30,813
+558%
减持
INTU
INTUIT
-$2.3M
11,571
-26%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.3M
718,356
+2%
增持
TKO
TKO GROUP HOLDINGS INC
+$2.3M
469,925
+0%
减持
SCI
SERVICE CORP INTL
-$2.2M
208,585
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
86,028
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2M
80,494
-38%
减持
ZS
ZSCALER INC
-$2.2M
39,005
-11%
建仓
AGM
FEDERAL AGRIC MTG CORP
+$2.1M
10,877
减持
CMCSA
COMCAST CORP NEW
-$2.1M
246,513
-15%
增持
MOAT
VANECK ETF TRUST
+$2.0M
380,157
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.0M
144,106
-22%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
-$2.0M
5,959
-72%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$2.0M
535,067
+11%
减持
BOND
PIMCO ETF TR
-$1.9M
5,888
-78%
减持
GILD
GILEAD SCIENCES INC
-$1.9M
104,854
-11%
增持
MCD
MCDONALDS CORP
+$1.9M
67,002
+17%
增持
NKE
NIKE INC
-$1.9M
176,901
+4%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$1.9M
75,731
-79%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.9M
231,724
+15%
减持
BHP
BHP GROUP LTD
-$1.8M
27,298
-45%
减持
SHEL
SHELL PLC
-$1.8M
34,848
-45%
减持
CSCO
CISCO SYS INC
-$1.8M
287,138
-10%
增持
IEMG
ISHARES INC
+$1.8M
513,192
+5%
减持
EQIX
EQUINIX INC
-$1.7M
1,508
-59%
减持
FFIV
F5 INC
-$1.7M
13,017
-44%
减持
SBUX
STARBUCKS CORP
-$1.7M
87,354
-13%
减持
MINT
PIMCO ETF TR
-$1.7M
31,891
-35%
减持
CFG
CITIZENS FINL GROUP INC
-$1.7M
17,694
-75%
增持
NEE
NEXTERA ENERGY INC
+$1.7M
326,586
+3%
减持
WCN
WASTE CONNECTIONS INC
-$1.6M
4,135
-74%
减持
—
STERIS PLC
-$1.6M
17,147
-31%
增持
TLH
ISHARES TR
+$1.6M
590,079
+6%
减持
ROST
ROSS STORES INC
-$1.6M
4,992
-70%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
466,698
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.5M
8,054
-69%
减持
ELV
ELEVANCE HEALTH INC
-$1.5M
6,075
-39%
减持
SONY
SONY GROUP CORP
-$1.5M
20,344
-41%
减持
NVS
NOVARTIS AG
-$1.5M
25,311
-35%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.5M
563,974
+1%
减持
ADBE
ADOBE INC
-$1.5M
8,380
-13%
减持
ABEV
AMBEV SA
-$1.5M
185,344
-73%
减持
—
LINDE PLC
-$1.5M
10,329
-32%
减持
—
DISCOVER FINL SVCS
-$1.5M
5,118
-73%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
33,620
-52%
