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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 1
增持 99
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$135.2M
2,398,738
+7%
增持
VTI
VANGUARD INDEX FDS
+$130.0M
3,555,236
+3%
增持
MSFT
MICROSOFT CORP
+$106.3M
729,983
+7%
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
AVGO
BROADCOM INC
+$77.3M
619,011
+11%
增持
IXUS
ISHARES TR
+$76.4M
5,549,414
+10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$65.9M
6,662,285
+18%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$57.2M
3,283,557
+1%
增持
SFGV
EA SERIES TRUST
+$51.9M
33,727,130
+0%
增持
META
META PLATFORMS INC
+$46.1M
210,526
+11%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.9M
14,631
-85%
增持
AMZN
AMAZON COM INC
+$40.5M
1,111,807
+4%
增持
ACWI
ISHARES TR
+$39.6M
1,325,997
+18%
增持
DFCF
DIMENSIONAL ETF TRUST
+$32.8M
2,878,822
+36%
增持
PYLD
PIMCO ETF TR
+$26.5M
4,528,515
+27%
增持
GS
GOLDMAN SACHS GROUP INC
+$26.2M
134,690
+7%
增持
DFEM
DIMENSIONAL ETF TRUST
+$26.1M
4,632,242
+10%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$25.4M
2,695,517
+25%
增持
CAT
CATERPILLAR INC
+$25.0M
170,951
+36%
增持
—
EATON CORP PLC
+$24.7M
108,256
+111%
增持
BINC
BLACKROCK ETF TRUST II
+$24.6M
2,256,451
+25%
增持
DFAI
DIMENSIONAL ETF TRUST
+$23.2M
2,335,453
+27%
减持
SCHX
SCHWAB STRATEGIC TR
-$21.5M
1,410,397
-44%
减持
BND
VANGUARD BD INDEX FDS
-$21.3M
239,624
-55%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$20.0M
0
-100%
减持
PEP
PEPSICO INC
-$19.8M
130,590
-42%
增持
PWR
QUANTA SVCS INC
+$19.2M
94,949
+44%
增持
GOOG
ALPHABET INC
+$19.0M
594,959
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$18.9M
360,312
+3%
增持
ORCL
ORACLE CORP
+$18.4M
218,595
+4%
增持
GOOGL
ALPHABET INC
+$18.0M
485,486
+11%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$17.3M
230,047
-61%
增持
GLD
SPDR GOLD TR
+$16.9M
478,370
+7%
减持
SHW
SHERWIN WILLIAMS CO
-$16.4M
107,359
-30%
增持
RTX
RTX CORPORATION
+$16.3M
606,553
+11%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.2M
295,368
+4%
建仓
DKNG
DRAFTKINGS INC NEW
+$16.0M
373,770
增持
ABT
ABBOTT LABS
+$16.0M
350,431
+47%
增持
DFAT
DIMENSIONAL ETF TRUST
+$15.8M
1,261,350
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.7M
249,241
+30%
增持
TKO
TKO GROUP HOLDINGS INC
+$13.7M
470,289
+0%
增持
DSTL
ETF SER SOLUTIONS
+$13.7M
5,403,637
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$13.3M
187,998
+2%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$13.3M
594,998
-51%
增持
IJR
ISHARES TR
+$13.1M
1,028,123
+8%
增持
DIHP
DIMENSIONAL ETF TRUST
+$12.9M
4,384,277
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$12.9M
11,256
-85%
减持
—
JOHNSON CTLS INTL PLC
-$12.1M
23,856
-87%
增持
LLY
ELI LILLY & CO
+$12.0M
140,201
+19%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$11.7M
884,368
+17%
增持
—
DUPONT DE NEMOURS INC
+$11.6M
448,513
+75%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.3M
189,838
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$11.2M
52,817
+1%
增持
AAPL
APPLE INC
-$10.5M
1,597,273
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.3M
227,970
+0%
减持
VUG
VANGUARD INDEX FDS
+$10.2M
167,223
-2%
减持
VBR
VANGUARD INDEX FDS
-$10.2M
81,670
-42%
增持
WMT
WALMART INC
+$10.2M
755,828
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.7M
939,279
+8%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$9.2M
589,570
+19%
增持
TSLA
TESLA INC
+$9.1M
102,370
+13%
增持
NFLX
NETFLIX INC
+$8.9M
16,846
+15%
增持
MUB
ISHARES TR
+$8.7M
1,674,873
+6%
清仓
CHDN
CHURCHILL DOWNS INC
-$8.7M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$8.5M
75,561
+8%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$8.4M
68,458
-55%
减持
DFUS
DIMENSIONAL ETF TRUST
+$8.2M
1,436,823
-1%
减持
QQQ
INVESCO QQQ TR
+$8.2M
104,786
-1%
减持
VOE
VANGUARD INDEX FDS
-$8.1M
64,881
-45%
增持
PGR
PROGRESSIVE CORP
+$7.8M
115,563
+42%
减持
BN
BROOKFIELD CORP
+$7.5M
804,786
-0%
增持
HON
HONEYWELL INTL INC
+$7.4M
229,637
+6%
增持
ACWV
ISHARES INC
+$7.4M
72,768
+577%
增持
BAC
BANK AMERICA CORP
+$7.3M
813,224
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$7.3M
216,974
-45%
增持
—
EXXON MOBIL CORP
+$7.0M
638,109
+23%
增持
AVDV
AMERICAN CENTY ETF TR
+$7.0M
599,107
+3%
增持
PLNT
PLANET FITNESS INC
+$7.0M
562,943
+0%
增持
BLK
BLACKROCK INC
+$6.9M
33,657
+12%
增持
ZS
ZSCALER INC
+$6.7M
55,188
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$6.7M
194,094
+0%
增持
PH
PARKER-HANNIFIN CORP
+$6.6M
53,707
+6%
减持
VFVA
VANGUARD WELLINGTON FD
-$6.4M
31,798
-64%
减持
USMV
ISHARES TR
-$6.4M
176,246
-28%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$6.3M
87,885
+492%
增持
MS
MORGAN STANLEY
+$6.3M
200,218
+7%
增持
IJH
ISHARES TR
+$6.3M
585,289
+14%
减持
XLC
SELECT SECTOR SPDR TR
-$6.3M
97,879
-44%
减持
VTV
VANGUARD INDEX FDS
-$6.1M
679,337
-7%
增持
GEV
GE VERNOVA INC
+$6.0M
24,846
+6%
增持
XYL
XYLEM INC
+$5.5M
316,485
+7%
减持
PFF
ISHARES TR
-$5.5M
157,215
-53%
减持
JNK
SPDR SERIES TRUST
-$5.4M
28,802
-67%
增持
WYNN
WYNN RESORTS LTD
+$5.4M
525,500
+0%
增持
HD
HOME DEPOT INC
+$5.3M
170,616
+9%
减持
QUAL
ISHARES TR
-$5.2M
128,585
-23%
增持
V
VISA INC
+$5.0M
231,510
+5%
增持
—
NXP SEMICONDUCTORS N V
+$5.0M
118,434
+8%
增持
GE
GE AEROSPACE
+$4.9M
76,260
+4%
减持
IVV
ISHARES TR
+$4.9M
88,345
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$4.8M
453,189
+31%
减持
EFV
ISHARES TR
-$4.8M
219,725
-31%
增持
IVW
ISHARES TR
+$4.8M
254,899
+2%
增持
LH
LABCORP HOLDINGS INC
+$4.8M
145,977
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$4.8M
64,787
-49%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.7M
56,603
+15%
增持
BX
BLACKSTONE INC
+$4.5M
188,475
+11%
减持
ITOT
ISHARES TR
-$4.5M
69,544
-39%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$4.5M
114,917
-33%
增持
ICOW
PACER FDS TR
+$4.4M
1,507,162
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$4.4M
330,159
+1%
减持
FNDF
SCHWAB STRATEGIC TR
-$4.2M
502,402
-25%
减持
VTIP
VANGUARD MALVERN FDS
-$4.2M
109,699
-44%
增持
C
CITIGROUP INC
+$4.1M
247,126
+3%
减持
SGOV
ISHARES TR
-$4.1M
641,898
-6%
减持
SPYG
SPDR SERIES TRUST
-$3.9M
47,289
-55%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$3.9M
95,324
-67%
减持
WD
WALKER & DUNLOP INC
-$3.9M
261,856
-0%
增持
INTU
INTUIT
+$3.9M
17,279
+9%
增持
PM
PHILIP MORRIS INTL INC
+$3.9M
98,956
+11%
增持
SNOW
SNOWFLAKE INC
+$3.7M
27,905
+59%
增持
FISV
FISERV INC
-$3.6M
84,241
+3%
增持
AXP
AMERICAN EXPRESS CO
+$3.6M
55,181
+6%
增持
OKE
ONEOK INC NEW
-$3.5M
214,400
+1%
增持
—
FLEX LTD
+$3.5M
141,149
+31%
增持
GD
GENERAL DYNAMICS CORP
+$3.4M
41,063
+31%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.4M
71,608
-64%
减持
EMB
ISHARES TR
-$3.3M
19,766
-65%
减持
CWI
SPDR INDEX SHS FDS
-$3.3M
376,350
-29%
增持
DIS
DISNEY WALT CO
+$3.2M
108,867
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.2M
913,767
-16%
增持
HUBB
HUBBELL INC
+$3.2M
36,426
+3%
减持
SJNK
SPDR SERIES TRUST
-$3.2M
63,256
-67%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$3.2M
87,053
-44%
增持
IWB
ISHARES TR
+$3.2M
80,024
+2%
减持
IMTM
ISHARES TR
-$3.1M
239,115
-32%
增持
—
ROYAL CARIBBEAN GROUP
+$3.1M
24,775
+8%
增持
CCJ
CAMECO CORP
+$3.1M
87,099
+5%
增持
ACWX
ISHARES TR
+$3.0M
294,254
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.0M
58,960
+29%
增持
AMAT
APPLIED MATLS INC
+$2.9M
45,420
+22%
增持
CRM
SALESFORCE INC
+$2.9M
257,097
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.9M
278,228
-34%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$2.9M
30,985
-66%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.8M
65,871
-2%
增持
DGRO
ISHARES TR
+$2.8M
115,151
+55%
增持
CSCO
CISCO SYS INC
+$2.8M
173,333
+15%
增持
CVX
CHEVRON CORP NEW
-$2.7M
138,070
+3%
减持
TGT
TARGET CORP
-$2.7M
24,048
-51%
减持
SPYM
SPDR SERIES TRUST
+$2.7M
562,435
-3%
减持
XLF
SELECT SECTOR SPDR TR
-$2.7M
291,873
-19%
