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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 108
减持 26
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
TDVG
T ROWE PRICE ETF INC
+$151.3M
3,762,326
+1033%
增持
VTI
VANGUARD INDEX FDS
+$116.4M
3,647,344
+3%
增持
AAPL
APPLE INC
+$99.6M
1,678,078
+5%
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
DFCF
DIMENSIONAL ETF TRUST
-$98.3M
546,442
-81%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$89.1M
4,609,570
+71%
增持
PYLD
PIMCO ETF TR
+$84.5M
7,627,847
+68%
增持
BINC
BLACKROCK ETF TRUST II
+$82.4M
3,788,082
+68%
增持
NVDA
NVIDIA CORPORATION
+$80.7M
2,463,931
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$58.5M
176,485
-80%
增持
VUG
VANGUARD INDEX FDS
+$55.1M
267,789
+60%
增持
IXUS
ISHARES TR
+$53.3M
5,840,747
+5%
减持
HON
HONEYWELL INTL INC
-$45.0M
40,477
-82%
减持
IJR
ISHARES TR
-$44.0M
575,028
-44%
增持
SGOV
ISHARES TR
+$43.8M
1,076,919
+68%
增持
GOOG
ALPHABET INC
+$42.0M
605,962
+2%
增持
MSFT
MICROSOFT CORP
+$39.9M
778,150
+7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$38.4M
7,007,237
+5%
增持
AVGO
BROADCOM INC
+$37.6M
631,202
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$36.8M
17,787
-90%
增持
DSTL
ETF SER SOLUTIONS
+$33.9M
5,744,635
+6%
减持
GOOGL
ALPHABET INC
+$28.9M
470,923
-3%
增持
GLD
SPDR GOLD TR
+$26.4M
484,351
+1%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$24.7M
3,180,226
-3%
建仓
BDYN
BLACKROCK ETF TRUST
+$22.5M
889,631
增持
GS
GOLDMAN SACHS GROUP INC
+$20.7M
145,647
+8%
增持
DFEM
DIMENSIONAL ETF TRUST
+$19.3M
4,887,858
+6%
增持
DIHP
DIMENSIONAL ETF TRUST
+$19.0M
4,879,012
+11%
增持
—
EATON CORP PLC
+$18.9M
153,756
+42%
增持
WYNN
WYNN RESORTS LTD
+$18.4M
526,999
+0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$18.1M
24
增持
CAT
CATERPILLAR INC
+$17.9M
176,626
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$17.0M
2,741,955
+8%
增持
PWR
QUANTA SVCS INC
+$16.5M
126,470
+33%
增持
SPGM
SPDR INDEX SHS FDS
+$16.0M
1,393,235
+9%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$14.6M
398,831
-32%
增持
RTX
RTX CORPORATION
+$14.4M
615,217
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$14.1M
1,001,576
+7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$14.0M
3,312,431
+5%
增持
TSLA
TESLA INC
+$13.8M
104,094
+2%
减持
ORCL
ORACLE CORP
+$13.7M
218,522
-0%
增持
QQQ
INVESCO QQQ TR
+$13.2M
118,265
+13%
增持
MS
MORGAN STANLEY
+$13.0M
259,311
+30%
增持
SPY
SPDR S&P 500 ETF TR
+$12.9M
225,909
+20%
增持
VXUS
VANGUARD STAR FDS
+$12.7M
224,010
+317%
减持
SFGV
EA SERIES TRUST
+$12.6M
32,130,783
-5%
建仓
BDVL
BLACKROCK ETF TRUST
+$12.6M
502,719
增持
BLK
BLACKROCK INC
+$12.5M
40,983
+22%
增持
AMZN
AMAZON COM INC
+$11.3M
1,162,385
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$11.2M
2,528,404
+8%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$11.0M
335,128
增持
JPM
JPMORGAN CHASE & CO.
+$10.5M
364,523
+1%
清仓
RRR
RED ROCK RESORTS INC
-$10.5M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$10.4M
42,797
-51%
增持
VTV
VANGUARD INDEX FDS
+$10.0M
697,392
+3%
增持
META
META PLATFORMS INC
+$9.9M
225,024
+7%
增持
BAC
BANK AMERICA CORP
+$9.8M
936,179
+15%
建仓
VFMV
VANGUARD WELLINGTON FD
+$9.8M
74,495
增持
TKO
TKO GROUP HOLDINGS INC
+$9.6M
471,018
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$9.5M
134,001
+25%
增持
COWZ
PACER FDS TR
+$9.5M
1,797,735
+6%
增持
HD
HOME DEPOT INC
+$9.2M
177,021
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$9.1M
635,846
+6%
增持
CRM
SALESFORCE INC
-$8.3M
260,857
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$8.3M
200,446
+439%
减持
ACWI
ISHARES TR
+$8.3M
1,293,324
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$8.0M
234,335
+21%
增持
XYL
XYLEM INC
+$7.8M
330,276
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$7.3M
1,295,374
+3%
增持
GE
GE AEROSPACE
+$6.7M
87,407
+15%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.7M
536,567
+51%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.6M
266,822
+7%
增持
CORP
PIMCO ETF TR
+$6.6M
68,960
+2665%
增持
MUB
ISHARES TR
+$6.6M
1,704,780
+2%
清仓
—
ENSTAR GROUP LIMITED
-$6.5M
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.0M
698,174
+14%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.9M
1,410,942
-2%
增持
VOO
VANGUARD INDEX FDS
+$5.8M
49,152
+15%
增持
—
DUPONT DE NEMOURS INC
+$5.7M
468,372
+4%
增持
WMT
WALMART INC
+$5.7M
772,302
+2%
增持
C
CITIGROUP INC
+$5.6M
262,890
+6%
增持
ICOW
PACER FDS TR
+$5.6M
1,563,190
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.5M
407,347
+90%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$5.4M
100,298
增持
TJX
TJX COS INC NEW
+$5.2M
216,106
+3%
增持
—
EXXON MOBIL CORP
+$5.2M
656,160
+3%
增持
MUNI
PIMCO ETF TR
+$5.2M
112,919
+700%
建仓
SCHY
SCHWAB STRATEGIC TR
+$5.1M
183,929
减持
BN
BROOKFIELD CORP
+$5.1M
800,272
-1%
增持
AVRE
AMERICAN CENTY ETF TR
+$5.1M
237,754
+91%
增持
BX
BLACKSTONE INC
+$4.9M
193,698
+3%
增持
IVV
ISHARES TR
+$4.9M
89,226
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.9M
287,870
+33%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.8M
269,530
+116%
增持
ABBV
ABBVIE INC
+$4.7M
84,494
+6%
减持
JNJ
JOHNSON & JOHNSON
-$4.5M
188,486
-27%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$4.5M
97,944
+1%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$4.4M
170,724
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$4.4M
50,414
+30%
增持
DCH
AMERICAN AXLE & MFG HLDGS IN
+$4.3M
2,247,634
+0%
增持
GEV
GE VERNOVA INC
+$4.3M
28,313
+14%
增持
GD
GENERAL DYNAMICS CORP
+$4.2M
47,555
+16%
建仓
FALN
ISHARES TR
+$4.2M
151,389
增持
SCHG
SCHWAB STRATEGIC TR
+$4.1M
1,078,143
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.0M
455,979
+17%
增持
CVX
CHEVRON CORP NEW
+$3.9M
152,681
+11%
减持
GDEN
GOLDEN ENTMT INC
-$3.9M
670,093
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.8M
50,629
+104%
增持
PH
PARKER-HANNIFIN CORP
+$3.8M
54,468
+1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$3.8M
162,052
+104%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.7M
59,045
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
930,638
+2%
清仓
—
SUNRISE COMMUNICATIONS AG
-$3.6M
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$3.5M
76,500
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$3.4M
25,327
+87%
增持
WD
WALKER & DUNLOP INC
+$3.4M
261,927
+0%
减持
—
ACCENTURE PLC IRELAND
-$3.4M
47,604
-6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.3M
131,593
+356%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$3.2M
165,674
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
226,492
-1%
增持
ICSH
ISHARES TR
+$3.1M
68,139
+865%
建仓
VSGX
VANGUARD WORLD FD
+$3.1M
44,390
增持
LRCX
LAM RESEARCH CORP
+$3.1M
71,643
+7%
减持
FMB
FIRST TR EXCH TRADED FD III
-$3.1M
163,065
-28%
减持
LH
LABCORP HOLDINGS INC
+$3.0M
144,085
-1%
减持
QUAL
ISHARES TR
-$3.0M
105,522
-18%
建仓
ESGV
VANGUARD WORLD FD
+$3.0M
25,136
增持
PLNT
PLANET FITNESS INC
-$2.9M
563,590
+0%
建仓
—
CONSTELLIUM SE
+$2.9M
193,279
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$2.9M
60,301
增持
MCD
MCDONALDS CORP
+$2.9M
131,210
+4%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
126,554
+31%
减持
ZTS
ZOETIS INC
-$2.8M
22,737
-42%
增持
VBK
VANGUARD INDEX FDS
+$2.8M
11,630
+370%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.7M
1,410,417
+0%
增持
DFSI
DIMENSIONAL ETF TRUST
+$2.7M
92,973
+219%
减持
IVW
ISHARES TR
+$2.7M
254,480
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$2.6M
19,785
+27%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.6M
234,910
-20%
增持
WCC
WESCO INTL INC
+$2.6M
13,982
+576%
增持
QCOM
QUALCOMM INC
+$2.6M
135,886
+8%
建仓
GAP
GAP INC
+$2.6M
119,571
增持
MO
ALTRIA GROUP INC
+$2.6M
114,851
+34%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.5M
54,133
+2%
增持
EFAV
ISHARES TR
+$2.5M
52,397
+127%
增持
MRK
MERCK & CO INC
+$2.5M
311,565
+4%
增持
BA
BOEING CO
+$2.5M
48,591
+27%
增持
WSM
WILLIAMS SONOMA INC
+$2.5M
56,083
+8%
增持
PGR
PROGRESSIVE CORP
+$2.4M
134,703
+17%
增持
BWXT
BWX TECHNOLOGIES INC
+$2.4M
49,208
+6%
增持
—
NXP SEMICONDUCTORS N V
+$2.4M
124,096
+5%
