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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 106
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$60.3M
2,982,032
+2%
增持
AAPL
APPLE INC
+$43.8M
1,337,633
+5%
增持
BN
BROOKFIELD CORP
+$40.5M
776,346
+4149%
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
FMB
FIRST TR EXCHANGE-TRADED FD
-$33.9M
354,595
-65%
减持
GOOGL
ALPHABET INC
-$33.4M
542,538
-20%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$31.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$28.8M
2,097,688
+15%
增持
META
META PLATFORMS INC
+$28.1M
157,388
+28%
增持
DFAU
DIMENSIONAL ETF TRUST
+$27.1M
4,822,146
+10%
清仓
CHDN
CHURCHILL DOWNS INC
-$26.4M
0
-100%
增持
IXUS
ISHARES TR
+$25.1M
3,912,672
+2%
增持
JNJ
JOHNSON & JOHNSON
+$23.9M
233,441
+145%
建仓
LINE
LINEAGE INC
+$23.9M
304,834
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.8M
246,200
+11%
增持
OKE
ONEOK INC NEW
+$18.0M
204,181
+2459%
增持
RRR
RED ROCK RESORTS INC
+$17.7M
333,769
+4050%
增持
SCHW
SCHWAB CHARLES CORP
+$17.5M
327,741
+548%
增持
ORCL
ORACLE CORP
+$17.5M
210,362
+62%
增持
WYNN
WYNN RESORTS LTD
+$17.0M
418,070
+62%
清仓
WD
WALKER & DUNLOP INC
-$16.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$16.2M
625,175
+11%
增持
MRK
MERCK & CO INC
+$15.3M
328,707
+84%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$14.9M
16,896
减持
BWA
BORGWARNER INC
-$14.8M
10,199
-98%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$14.2M
300,608
减持
FBND
FIDELITY MERRIMACK STR TR
-$13.9M
251,228
-56%
增持
DFCF
DIMENSIONAL ETF TRUST
+$13.7M
1,315,316
+27%
增持
—
BROOKFIELD INFRAST PARTNERS
+$13.3M
564,621
+138%
增持
RTX
RTX CORPORATION
+$13.0M
487,458
+6%
增持
ACWI
ISHARES TR
+$12.3M
1,265,639
+2%
增持
IJR
ISHARES TR
+$11.9M
868,939
+3%
增持
AVGO
BROADCOM INC
+$11.1M
515,245
+964%
增持
TXN
TEXAS INSTRS INC
+$11.0M
81,988
+167%
增持
WMT
WALMART INC
+$10.7M
691,596
+4%
增持
PYLD
PIMCO ETF TR
+$10.5M
2,583,787
+14%
减持
SHY
ISHARES TR
-$10.4M
34,812
-79%
增持
HD
HOME DEPOT INC
+$10.3M
109,119
+11%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$10.1M
1,417,142
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.6M
117,579
+24%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$9.2M
3,316,670
+0%
增持
FISV
FISERV INC
+$9.1M
61,886
+355%
建仓
MPLX
MPLX LP
+$8.6M
194,423
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.6M
89,268
+6%
减持
AMT
AMERICAN TOWER CORP NEW
+$8.5M
222,336
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$8.4M
139,279
-16%
减持
AMZN
AMAZON COM INC
-$7.9M
1,100,273
-0%
建仓
—
CIMPRESS PLC
+$7.6M
92,552
增持
MGV
VANGUARD WORLD FD
+$7.5M
646,158
+2%
增持
COST
COSTCO WHSL CORP NEW
+$7.5M
52,009
+14%
减持
VTV
VANGUARD INDEX FDS
+$7.5M
637,641
-1%
建仓
—
LIBERTY GLOBAL LTD
+$7.5M
345,722
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.5M
548,233
+14%
减持
TKO
TKO GROUP HOLDINGS INC
+$7.4M
469,936
-0%
增持
—
ENSTAR GROUP LIMITED
+$7.4M
26,313
+641%
增持
JEF
JEFFERIES FINL GROUP INC
+$7.0M
120,007
+1535%
增持
PH
PARKER-HANNIFIN CORP
+$6.9M
48,642
+3%
增持
CAT
CATERPILLAR INC
+$6.8M
75,446
+11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$6.8M
1,507,902
+9%
增持
—
EXXON MOBIL CORP
+$6.8M
458,617
+12%
增持
MCD
MCDONALDS CORP
+$6.7M
82,244
+14%
增持
CMCSA
COMCAST CORP NEW
+$6.7M
390,738
+59%
减持
VICI
VICI PPTYS INC
+$6.7M
1,424,525
-0%
增持
—
EATON CORP PLC
+$6.5M
47,763
+60%
增持
BINC
BLACKROCK ETF TRUST II
+$6.3M
1,383,547
+7%
建仓
AVDE
AMERICAN CENTY ETF TR
+$6.2M
93,157
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$6.2M
219,681
增持
AJG
GALLAGHER ARTHUR J & CO
+$6.1M
65,338
+38%
增持
V
VISA INC
+$6.1M
145,728
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$6.1M
283,286
+7%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$6.0M
1,637,431
+6%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$5.9M
511,633
+0%
增持
TSLA
TESLA INC
+$5.9M
78,536
+6%
清仓
—
WESTROCK CO
-$5.8M
0
-100%
增持
ZTS
ZOETIS INC
+$5.7M
196,806
+4%
增持
NEE
NEXTERA ENERGY INC
+$5.6M
327,200
+5%
增持
DHI
D R HORTON INC
+$5.4M
78,530
+16%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.4M
966,725
+12%
增持
SPGM
SPDR INDEX SHS FDS
+$5.3M
1,312,630
+0%
增持
ABT
ABBOTT LABS
+$5.3M
193,764
+20%
减持
GLW
CORNING INC
-$5.0M
22,219
-86%
增持
DIS
DISNEY WALT CO
+$5.0M
109,697
+96%
减持
—
UNILEVER PLC
-$5.0M
25,564
-79%
增持
AMGN
AMGEN INC
+$5.0M
134,582
+10%
减持
EMN
EASTMAN CHEM CO
-$4.9M
2,706
-95%
增持
WPC
WP CAREY INC
+$4.7M
146,900
+83%
增持
PFE
PFIZER INC
+$4.6M
422,143
+56%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$4.6M
440,233
+5%
增持
—
BLACKROCK INC
+$4.6M
17,626
+14%
增持
PG
PROCTER AND GAMBLE CO
+$4.5M
266,282
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.5M
783,693
+4%
减持
PLNT
PLANET FITNESS INC
+$4.4M
576,988
-0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.4M
1,186,364
+9%
增持
GOOG
ALPHABET INC
-$4.4M
525,718
+5%
增持
—
CHUBB LIMITED
+$4.4M
21,347
+205%
增持
IQV
IQVIA HLDGS INC
+$4.3M
75,054
+17%
增持
MRSH
MARSH & MCLENNAN COS INC
+$4.3M
115,430
+13%
增持
NSC
NORFOLK SOUTHN CORP
+$4.2M
65,249
+17%
增持
WFC
WELLS FARGO CO NEW
+$4.2M
141,672
+121%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$4.2M
96,562
增持
LLY
ELI LILLY & CO
+$4.2M
68,490
+10%
增持
DE
DEERE & CO
+$4.1M
15,077
+153%
增持
ABBV
ABBVIE INC
+$4.0M
68,449
+24%
增持
VUG
VANGUARD INDEX FDS
+$4.0M
161,438
+4%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$4.0M
197,548
增持
SGOV
ISHARES TR
+$4.0M
372,150
+12%
减持
GLD
SPDR GOLD TR
+$4.0M
464,274
-8%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.9M
74,230
+2%
增持
GE
GE AEROSPACE
+$3.6M
52,347
+33%
增持
KO
COCA COLA CO
+$3.6M
143,561
+36%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.6M
606,550
-23%
减持
AGG
ISHARES TR
-$3.5M
180,620
-20%
增持
MUB
ISHARES TR
+$3.5M
1,023,495
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.4M
24,976
+14%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.4M
290,206
-1%
增持
USB
US BANCORP DEL
+$3.4M
99,600
+236%
增持
PGR
PROGRESSIVE CORP
+$3.3M
58,505
+5%
减持
FNDF
SCHWAB STRATEGIC TR
+$3.2M
1,389,093
-0%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.2M
28,978
+752%
增持
ENB
ENBRIDGE INC
+$3.2M
95,415
+393%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.2M
142,955
+41%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$3.1M
104,613
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.0M
487,726
+2%
增持
BAC
BANK AMERICA CORP
+$3.0M
612,878
+14%
增持
KMI
KINDER MORGAN INC DEL
+$3.0M
171,743
+306%
增持
AXP
AMERICAN EXPRESS CO
+$2.9M
21,562
+72%
增持
IEMG
ISHARES INC
+$2.9M
557,027
+3%
增持
LOW
LOWES COS INC
+$2.9M
33,866
+18%
增持
BX
BLACKSTONE INC
+$2.9M
91,051
+2%
增持
SBUX
STARBUCKS CORP
+$2.8M
93,090
+15%
减持
LH
LABCORP HOLDINGS INC
+$2.7M
135,413
-0%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$2.6M
33,822
增持
BNY
BANK NEW YORK MELLON CORP
+$2.6M
50,613
+186%
增持
GEV
GE VERNOVA INC
+$2.6M
20,708
+30%
建仓
RYN
RAYONIER INC
+$2.5M
78,479
增持
—
ACCENTURE PLC IRELAND
+$2.5M
20,589
+30%
增持
C
CITIGROUP INC
+$2.5M
206,446
+25%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.4M
308,284
+4%
增持
WM
WASTE MGMT INC DEL
+$2.3M
165,725
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$2.3M
12,288
+17%
减持
TLH
ISHARES TR
-$2.3M
17,313
-57%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.3M
40,262
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.2M
1,542,942
-3%
增持
IJJ
ISHARES TR
+$2.2M
33,780
+96%
建仓
—
BROOKFIELD RENEWABLE CORP
+$2.2M
67,604
增持
T
AT&T INC
+$2.2M
247,992
+46%
增持
MA
MASTERCARD INCORPORATED
+$2.2M
18,467
+17%
增持
—
AON PLC
+$2.2M
12,721
+67%
增持
COP
CONOCOPHILLIPS
+$2.2M
62,472
+62%
建仓
AGM/A
FEDERAL AGRIC MTG CORP
+$2.2M
15,008
增持
SCHB
SCHWAB STRATEGIC TR
+$2.1M
176,257
+16%
