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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 132
减持 4
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$1.02B
6,417,838
+115%
增持
AAPL
APPLE INC
+$416.5M
2,907,590
+117%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$355.9M
6,544,012
+97%
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
NVDA
NVIDIA CORPORATION
+$322.8M
4,300,408
+105%
增持
IXUS
ISHARES TR
+$260.7M
8,238,760
+111%
增持
MSFT
MICROSOFT CORP
+$253.9M
1,240,712
+98%
增持
DFAU
DIMENSIONAL ETF TRUST
+$209.0M
9,888,980
+105%
增持
AMZN
AMAZON COM INC
+$206.7M
1,876,500
+71%
增持
MUB
ISHARES TR
+$168.6M
2,625,804
+157%
增持
AVGO
BROADCOM INC
+$166.1M
1,099,938
+113%
增持
ACWI
ISHARES TR
+$154.0M
2,598,652
+105%
增持
VTV
VANGUARD INDEX FDS
+$149.0M
1,537,692
+141%
增持
CRM
SALESFORCE INC
+$142.8M
520,586
+356%
增持
GOOG
ALPHABET INC
+$117.8M
1,080,186
+105%
增持
SPY
SPDR S&P 500 ETF TR
+$117.1M
344,040
+134%
增持
IJR
ISHARES TR
+$114.0M
1,871,362
+115%
增持
META
META PLATFORMS INC
+$113.2M
347,264
+121%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$111.4M
495,808
+101%
增持
GLD
SPDR GOLD TR
+$109.9M
919,920
+98%
增持
BND
VANGUARD BD INDEX FDS
+$101.1M
1,417,840
+12717%
增持
V
VISA INC
+$97.1M
434,000
+198%
增持
LLY
ELI LILLY & CO
+$96.4M
203,470
+197%
增持
DFUS
DIMENSIONAL ETF TRUST
+$91.9M
2,946,650
+91%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$91.7M
1,870,088
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$86.6M
3,563,552
+118%
增持
PYLD
PIMCO ETF TR
+$86.0M
5,972,578
+131%
增持
BINC
BLACKROCK ETF TRUST II
+$82.9M
3,017,614
+118%
增持
VUG
VANGUARD INDEX FDS
+$82.2M
351,264
+118%
增持
SPGM
SPDR INDEX SHS FDS
+$81.8M
2,633,666
+101%
增持
JPM
JPMORGAN CHASE & CO.
+$80.5M
585,156
+107%
增持
COST
COSTCO WHSL CORP NEW
+$80.3M
137,952
+165%
增持
VTEB
VANGUARD MUN BD FDS
+$76.1M
3,071,894
+101%
增持
WMT
WALMART INC
+$75.7M
1,456,180
+111%
增持
MGV
VANGUARD WORLD FD
+$72.2M
1,241,846
+92%
增持
VBR
VANGUARD INDEX FDS
+$69.6M
362,506
+3191%
建仓
MTUM
ISHARES TR
+$68.8M
332,534
增持
GOOGL
ALPHABET INC
+$67.1M
829,912
+53%
增持
BN
BROOKFIELD CORP
+$64.4M
1,838,700
+137%
增持
RTX
RTX CORPORATION
+$64.3M
1,066,110
+119%
增持
—
EXXON MOBIL CORP
+$61.2M
1,068,358
+133%
增持
DFCF
DIMENSIONAL ETF TRUST
+$59.2M
2,811,816
+114%
增持
SGOV
ISHARES TR
+$58.8M
959,360
+158%
增持
CAT
CATERPILLAR INC
+$58.4M
242,422
+221%
清仓
TKO
TKO GROUP HOLDINGS INC
-$58.1M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$58.1M
5,062,328
+479%
增持
GS
GOLDMAN SACHS GROUP INC
+$57.4M
164,414
+121%
增持
QQQ
INVESCO QQQ TR
+$55.8M
199,908
+110%
增持
HD
HOME DEPOT INC
+$55.2M
255,690
+134%
增持
VOE
VANGUARD INDEX FDS
+$55.1M
344,130
+9843%
增持
HON
HONEYWELL INTL INC
+$54.1M
408,806
+121%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$53.7M
472,310
+18415%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$53.1M
1,253,388
+870%
建仓
XLC
SELECT SECTOR SPDR TR
+$52.6M
543,074
增持
PG
PROCTER AND GAMBLE CO
+$52.0M
585,240
+120%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$50.5M
1,200,958
+119%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.5M
347,864
+196%
增持
WYNN
WYNN RESORTS LTD
+$50.4M
1,050,564
+151%
增持
IVV
ISHARES TR
+$50.4M
170,896
+96%
增持
USMV
ISHARES TR
+$50.3M
571,476
+12179%
增持
BSV
VANGUARD BD INDEX FDS
+$49.7M
647,554
+16285%
增持
SHW
SHERWIN WILLIAMS CO
+$48.9M
197,674
+312%
减持
AMT
AMERICAN TOWER CORP NEW
-$48.4M
18,192
-92%
增持
TSLA
TESLA INC
+$47.0M
167,264
+113%
清仓
PLNT
PLANET FITNESS INC
-$46.9M
0
-100%
增持
EFV
ISHARES TR
+$46.2M
890,118
+9480%
增持
DFAI
DIMENSIONAL ETF TRUST
+$45.8M
3,209,710
+113%
增持
DFAT
DIMENSIONAL ETF TRUST
+$45.2M
1,596,180
+104%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$45.1M
413,134
+16613%
增持
QUAL
ISHARES TR
+$44.6M
258,786
+3044%
增持
FNDF
SCHWAB STRATEGIC TR
+$44.4M
2,900,186
+109%
增持
DFEM
DIMENSIONAL ETF TRUST
+$43.7M
2,945,300
+148%
建仓
GDIV
HARBOR ETF TRUST
+$43.3M
2,838,646
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$43.2M
189,142
+112%
增持
NDSN
NORDSON CORP
+$43.1M
212,420
+3964%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$41.8M
998,248
+2144%
建仓
BLK
BLACKROCK INC
+$41.2M
40,184
增持
SPYM
SPDR SER TR
+$41.0M
1,192,252
+95%
增持
MCD
MCDONALDS CORP
+$40.4M
225,770
+175%
增持
LNG
CHENIERE ENERGY INC
+$38.1M
298,030
+106%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$37.5M
6,806
-99%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$37.4M
911,674
+107%
增持
WM
WASTE MGMT INC DEL
+$36.3M
350,244
+111%
增持
ORCL
ORACLE CORP
+$34.8M
423,778
+101%
增持
MRK
MERCK & CO INC
+$34.6M
722,866
+120%
增持
JNJ
JOHNSON & JOHNSON
+$34.3M
498,718
+114%
建仓
IMTM
ISHARES TR
+$33.8M
904,250
增持
VICI
VICI PPTYS INC
+$33.7M
2,799,392
+97%
增持
PH
PARKER-HANNIFIN CORP
+$33.2M
100,474
+107%
增持
XLI
SELECT SECTOR SPDR TR
+$32.6M
315,906
+373%
增持
DUHP
DIMENSIONAL ETF TRUST
+$32.6M
1,938,194
+100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$32.5M
422,228
+8276%
增持
BAC
BANK AMERICA CORP
+$32.3M
1,288,470
+110%
增持
LH
LABCORP HOLDINGS INC
+$32.1M
271,776
+101%
增持
WFC
WELLS FARGO CO NEW
+$32.0M
569,406
+302%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$31.8M
563,456
+94%
增持
AMGN
AMGEN INC
+$31.6M
287,672
+114%
增持
DFNM
DIMENSIONAL ETF TRUST
+$31.5M
1,227,034
+120%
增持
IEMG
ISHARES INC
+$31.5M
1,215,350
+118%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$30.8M
440,476
增持
DFAS
DIMENSIONAL ETF TRUST
+$30.7M
958,020
+96%
增持
XLF
SELECT SECTOR SPDR TR
+$30.1M
708,856
+677%
增持
PEP
PEPSICO INC
+$30.0M
427,816
+108%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$29.9M
2,325
+58025%
增持
ZTS
ZOETIS INC
+$29.9M
419,222
+113%
增持
MRSH
MARSH & MCLENNAN COS INC
+$29.7M
261,018
+126%
增持
XYL
XYLEM INC
+$28.4M
545,382
+111%
增持
AJG
GALLAGHER ARTHUR J & CO
+$27.4M
161,356
+147%
增持
ABT
ABBOTT LABS
+$27.0M
433,574
+124%
增持
XLU
SELECT SECTOR SPDR TR
+$26.7M
363,390
+3625%
增持
SCHW
SCHWAB CHARLES CORP
+$26.4M
643,592
+96%
增持
IWB
ISHARES TR
+$25.4M
157,380
+95%
增持
PFF
ISHARES TR
+$25.4M
881,834
+1135%
增持
NOW
SERVICENOW INC
+$24.9M
42,498
+88%
增持
PANW
PALO ALTO NETWORKS INC
+$24.7M
397,356
+185%
增持
VTIP
VANGUARD MALVERN FDS
+$24.5M
509,684
+12140%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$24.3M
303,426
+89%
建仓
JNK
SPDR SER TR
+$24.1M
252,398
增持
XLRE
SELECT SECTOR SPDR TR
+$24.1M
615,930
+2780%
增持
PGR
PROGRESSIVE CORP
+$24.0M
162,040
+177%
清仓
LINE
LINEAGE INC
-$23.9M
0
-100%
增持
OKE
ONEOK INC NEW
+$23.8M
422,388
+107%
增持
C
CITIGROUP INC
+$23.3M
514,022
+149%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$22.6M
679,896
+126%
增持
GDEN
GOLDEN ENTMT INC
+$21.9M
1,347,334
+109%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.8M
1,231,878
+101%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$21.7M
53,900
-83%
增持
VOO
VANGUARD INDEX FDS
+$21.3M
76,534
+103%
增持
DFAC
DIMENSIONAL ETF TRUST
+$20.9M
939,104
+179%
增持
CVX
CHEVRON CORP NEW
+$20.0M
261,054
+116%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$19.9M
32,714
-85%
建仓
VFVA
VANGUARD WELLINGTON FD
+$19.9M
167,934
增持
—
NXP SEMICONDUCTORS N V
+$19.3M
204,254
+111%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$18.5M
30,272
+79%
增持
IVW
ISHARES TR
+$18.5M
348,986
+98%
增持
TJX
TJX COS INC NEW
+$18.5M
268,914
+126%
增持
VNQ
VANGUARD INDEX FDS
+$18.4M
244,458
+614%
增持
NSC
NORFOLK SOUTHN CORP
+$18.3M
147,178
+126%
增持
SLB
SCHLUMBERGER LTD
+$18.2M
993,968
+109%
增持
DFUV
DIMENSIONAL ETF TRUST
+$18.0M
737,816
+153%
增持
DFIV
DIMENSIONAL ETF TRUST
+$18.0M
1,109,914
+98%
增持
BX
BLACKSTONE INC
+$17.8M
184,346
+102%
增持
SCI
SERVICE CORP INTL
+$17.8M
428,362
+106%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$17.7M
837,778
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$17.5M
128,480
+98%
增持
—
EATON CORP PLC
+$17.2M
99,386
+108%
增持
—
BROOKFIELD INFRAST PARTNERS
+$17.1M
1,161,284
+106%
增持
CMCSA
COMCAST CORP NEW
+$17.1M
890,518
+128%
清仓
—
BLACKROCK INC
-$16.7M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$16.7M
174,946
+383%
增持
NFLX
NETFLIX INC
+$16.4M
28,148
+129%
