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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 72
减持 64
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$195.7M
224,690
-90%
减持
FBND
FIDELITY MERRIMACK STR TR
-$84.8M
570,014
-77%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$70.0M
1,539,918
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
BINC
BLACKROCK ETF TRUST II
+$67.7M
1,297,637
增持
NVDA
NVIDIA CORPORATION
+$58.8M
1,828,815
+889%
建仓
PYLD
PIMCO ETF TR
+$58.4M
2,275,971
减持
TLH
ISHARES TR
-$57.8M
40,675
-93%
增持
AAPL
APPLE INC
+$53.5M
1,271,706
+2%
增持
VTI
VANGUARD INDEX FDS
+$52.1M
2,931,255
+4%
增持
AVGO
BROADCOM INC
+$36.2M
48,446
+54%
减持
GOVT
ISHARES TR
-$33.2M
81,721
-95%
增持
MSFT
MICROSOFT CORP
+$33.0M
565,642
+8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$30.2M
4,380,986
+19%
清仓
—
LABORATORY CORP AMER HLDGS
-$29.5M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$27.6M
135,507
增持
VONG
VANGUARD SCOTTSDALE FDS
+$27.1M
3,314,479
+1%
建仓
CHDN
CHURCHILL DOWNS INC
+$26.4M
188,997
减持
SCHZ
SCHWAB STRATEGIC TR
-$25.5M
18,229
-97%
减持
LVS
LAS VEGAS SANDS CORP
-$22.7M
4,870
-99%
增持
WYNN
WYNN RESORTS LTD
+$22.7M
257,537
+6720%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$20.9M
76,621
-86%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$19.9M
784,216
减持
BAX
BAXTER INTL INC
-$19.5M
13,112
-97%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$19.5M
801,237
+183%
减持
GOOGL
ALPHABET INC
+$18.0M
677,523
-3%
增持
WM
WASTE MGMT INC DEL
+$17.4M
150,440
+119%
增持
GOOG
ALPHABET INC
+$17.3M
503,023
+2%
增持
PLNT
PLANET FITNESS INC
+$16.5M
576,991
+39%
增持
AMZN
AMAZON COM INC
+$16.4M
1,101,583
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$15.5M
222,397
-25%
减持
SCHW
SCHWAB CHARLES CORP
-$15.1M
50,576
-81%
减持
NKE
NIKE INC
-$15.1M
20,163
-89%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$15.0M
481,166
-28%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$14.9M
296,387
+118%
增持
LLY
ELI LILLY & CO
+$13.9M
62,421
+14%
增持
XYL
XYLEM INC
+$13.7M
242,202
+63%
减持
SCHR
SCHWAB STRATEGIC TR
-$12.0M
15,154
-94%
增持
—
NXP SEMICONDUCTORS N V
+$11.9M
90,394
+81%
增持
TKO
TKO GROUP HOLDINGS INC
+$10.1M
469,958
+0%
减持
WD
WALKER & DUNLOP INC
-$9.6M
171,767
-34%
增持
IXUS
ISHARES TR
+$9.5M
3,835,147
+4%
增持
COST
COSTCO WHSL CORP NEW
+$9.3M
45,439
+14%
增持
META
META PLATFORMS INC
+$9.2M
123,024
+13%
增持
PEP
PEPSICO INC
+$9.1M
200,884
+46%
减持
PANW
PALO ALTO NETWORKS INC
+$8.8M
165,102
-0%
增持
QCOM
QUALCOMM INC
+$8.7M
97,161
+55%
增持
ACWI
ISHARES TR
+$8.7M
1,236,631
+5%
减持
BX
BLACKSTONE INC
-$8.7M
89,556
-40%
减持
CSCO
CISCO SYS INC
-$8.5M
122,951
-57%
减持
SGOV
ISHARES TR
-$8.4M
332,835
-20%
增持
VUG
VANGUARD INDEX FDS
+$7.3M
154,874
+5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.0M
324,883
+457%
减持
AGGY
WISDOMTREE TR
-$6.9M
5,308
-97%
减持
CORP
PIMCO ETF TR
-$6.7M
3,803
-95%
增持
WMT
WALMART INC
+$6.6M
666,210
+4%
减持
DE
DEERE & CO
-$6.5M
5,949
-72%
减持
CRM
SALESFORCE INC
-$6.5M
117,141
-4%
减持
MUB
ISHARES TR
-$6.5M
1,010,907
-5%
减持
—
LYONDELLBASELL INDUSTRIES N
-$6.2M
7,175
-89%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.1M
1,037,436
+18%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$5.0M
208,274
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$5.0M
892,244
-11%
建仓
AVUV
AMERICAN CENTY ETF TR
+$4.9M
55,144
增持
RTX
RTX CORPORATION
+$4.8M
458,640
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.8M
222,546
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$4.7M
23,708
-68%
增持
AMGN
AMGEN INC
+$4.7M
122,903
+4%
减持
USB
US BANCORP DEL
-$4.5M
29,666
-77%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.4M
1,085,285
+12%
增持
MGV
VANGUARD WORLD FD
+$4.1M
635,796
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$4.0M
154,831
+1%
增持
GDEN
GOLDEN ENTMT INC
-$3.7M
645,416
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$3.7M
102,025
+18%
增持
ORCL
ORACLE CORP
+$3.7M
130,069
+11%
增持
BAC
BANK AMERICA CORP
+$3.5M
536,970
+14%
减持
TD
TORONTO DOMINION BK ONT
-$3.3M
11,942
-82%
增持
SLB
SCHLUMBERGER LTD
-$3.2M
465,456
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.1M
72,525
+2%
减持
QQQ
INVESCO QQQ TR
+$3.0M
94,141
-1%
建仓
GEV
GE VERNOVA INC
+$2.7M
15,885
增持
TSLA
TESLA INC
+$2.7M
74,173
+9%
建仓
KEX
KIRBY CORP
+$2.7M
22,467
增持
LNG
CHENIERE ENERGY INC
+$2.6M
144,602
+3%
增持
IEMG
ISHARES INC
+$2.6M
543,017
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.6M
693,776
-7%
减持
BWA
BORGWARNER INC
-$2.5M
471,394
-8%
增持
TJX
TJX COS INC NEW
+$2.5M
108,241
+17%
增持
SHW
SHERWIN WILLIAMS CO
-$2.5M
54,401
+1%
增持
ZTS
ZOETIS INC
+$2.4M
189,129
+5%
增持
—
DUPONT DE NEMOURS INC
+$2.3M
40,612
+237%
增持
TXN
TEXAS INSTRS INC
+$2.3M
30,762
+45%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
101,679
-15%
增持
V
VISA INC
+$2.2M
129,541
+14%
减持
CWI
SPDR INDEX SHS FDS
-$2.2M
571,466
-12%
减持
DFNM
DIMENSIONAL ETF TRUST
-$2.2M
592,414
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.1M
1,386,892
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
123,933
+54%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
292,471
+26%
减持
INTC
INTEL CORP
-$1.9M
87,582
-15%
增持
CAT
CATERPILLAR INC
+$1.9M
68,040
+20%
减持
BND
VANGUARD BD INDEX FDS
-$1.8M
11,420
-69%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
95,320
-4%
增持
IWF
ISHARES TR
+$1.8M
15,176
+36%
增持
—
EXXON MOBIL CORP
+$1.8M
408,291
+5%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$1.7M
174,948
-0%
增持
TDVG
T ROWE PRICE ETF INC
+$1.7M
742,393
+5%
减持
SBUX
STARBUCKS CORP
-$1.7M
80,836
-7%
建仓
KBH
KB HOME
+$1.7M
24,074
减持
ARHS
ARHAUS INC
-$1.7M
108,414
-53%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.7M
163,088
-3%
减持
SHY
ISHARES TR
-$1.7M
162,977
-11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
42,730
+1%
增持
IJR
ISHARES TR
+$1.7M
841,353
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
111,430
+21%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$1.6M
1,024,717
+4%
增持
VICI
VICI PPTYS INC
-$1.6M
1,424,563
+0%
减持
SNA
SNAP ON INC
-$1.6M
767
-87%
减持
SPGM
SPDR INDEX SHS FDS
-$1.6M
1,312,127
-4%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
645,399
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.5M
1,592,920
-2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.5M
47,444
+10%
减持
HON
HONEYWELL INTL INC
+$1.5M
183,018
-0%
减持
HII
HUNTINGTON INGALLS INDS INC
-$1.5M
873
-85%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.5M
27,913
-23%
增持
AMAT
APPLIED MATLS INC
+$1.4M
29,636
+10%
增持
IWB
ISHARES TR
+$1.4M
78,794
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$1.4M
265,413
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.4M
198,718
-10%
减持
—
BROOKFIELD INFRAST PARTNERS
-$1.4M
237,478
-6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.4M
862,152
+4%
减持
CVS
CVS HEALTH CORP
-$1.3M
31,967
-21%
减持
MBB
ISHARES TR
-$1.3M
3,633
-80%
减持
IVW
ISHARES TR
+$1.3M
162,298
-0%
减持
SPYM
SPDR SER TR
+$1.3M
617,226
-1%
清仓
—
PIONEER NAT RES CO
-$1.3M
0
-100%
减持
LQD
ISHARES TR
-$1.2M
3,593
-76%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
35,590
+3%
建仓
UFPT
UFP TECHNOLOGIES INC
+$1.2M
4,601
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
252,301
+1%
增持
PH
PARKER-HANNIFIN CORP
-$1.2M
47,134
+5%
减持
GLD
SPDR GOLD TR
+$1.2M
506,452
-3%
减持
IVV
ISHARES TR
+$1.2M
94,728
-2%
增持
IJJ
ISHARES TR
+$1.2M
17,268
+160%
减持
NEE
NEXTERA ENERGY INC
+$1.2M
311,014
-5%
建仓
HQY
HEALTHEQUITY INC
+$1.1M
13,011
减持
OMC
OMNICOM GROUP INC
-$1.1M
52,594
-13%
增持
MRK
MERCK & CO INC
+$1.1M
178,275
+12%
增持
GMED
GLOBUS MED INC
+$1.1M
71,960
+0%
增持
CW
CURTISS WRIGHT CORP
+$1.1M
6,469
+141%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
245,726
-0%
