小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 98
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$116.8M
2,001,320
+19%
减持
TKO
TKO GROUP HOLDINGS INC
-$94.7M
2,176
-100%
增持
IUSV
ISHARES TR
+$70.5M
695,290
+8502%
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
PLNT
PLANET FITNESS INC
-$58.3M
2,202
-100%
增持
GOOG
ALPHABET INC
+$52.7M
638,167
+5%
增持
VTI
VANGUARD INDEX FDS
+$48.7M
3,715,482
+2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$48.4M
3,545,177
+11%
增持
PYLD
PIMCO ETF TR
+$47.7M
9,459,806
+24%
增持
LLY
ELI LILLY & CO
+$47.2M
147,690
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$45.6M
4,686,138
+24%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$44.9M
5,592,163
+21%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$40.4M
561,746
+2247%
增持
GOOGL
ALPHABET INC
+$35.7M
479,967
+2%
增持
NVDA
NVIDIA CORPORATION
+$34.0M
2,647,232
+7%
建仓
DIVO
AMPLIFY ETF TR
+$33.5M
753,857
增持
DFIV
DIMENSIONAL ETF TRUST
+$32.0M
1,286,363
+84%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$31.1M
334,688
建仓
INTF
ISHARES TR
+$29.9M
792,855
增持
SPGM
SPDR INDEX SHS FDS
+$29.0M
1,738,053
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.3M
280,775
+24%
增持
—
ACCENTURE PLC IRELAND
+$26.2M
141,484
+197%
增持
CRM
SALESFORCE INC
+$25.5M
329,731
+26%
增持
WYNN
WYNN RESORTS LTD
+$25.1M
770,178
+46%
增持
VUG
VANGUARD INDEX FDS
+$22.4M
309,261
+15%
建仓
IBHF
ISHARES TR
+$22.2M
962,739
清仓
WD
WALKER & DUNLOP INC
-$21.9M
0
-100%
减持
VICI
VICI PPTYS INC
-$21.9M
908,306
-38%
增持
TDVG
T ROWE PRICE ETF INC
+$20.9M
4,141,709
+10%
增持
DFSV
DIMENSIONAL ETF TRUST
+$20.4M
747,768
+468%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$20.0M
968,703
建仓
IDVO
AMPLIFY ETF TR
+$19.9M
519,177
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$19.7M
943,805
清仓
MTN
VAIL RESORTS INC
-$19.0M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$19.0M
348,480
+31%
增持
ORCL
ORACLE CORP
-$18.5M
220,514
+1%
增持
CAT
CATERPILLAR INC
+$17.3M
177,241
+0%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$16.1M
0
-100%
减持
GLD
SPDR GOLD TR
+$15.6M
473,842
-2%
减持
GDEN
GOLDEN ENTMT INC
-$15.1M
24,773
-96%
增持
IJR
ISHARES TR
+$14.5M
689,326
+20%
增持
BSV
VANGUARD BD INDEX FDS
+$14.4M
2,928,028
+7%
减持
DKNG
DRAFTKINGS INC NEW
-$13.8M
15,574
-96%
增持
V
VISA INC
+$13.7M
270,182
+14%
增持
MSFT
MICROSOFT CORP
+$13.4M
861,089
+11%
增持
SCZ
ISHARES TR
+$13.2M
187,107
+994%
增持
WMT
WALMART INC
+$13.0M
831,420
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$13.0M
146,773
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$12.8M
7,125,424
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$12.0M
393,983
+8%
增持
AVGO
BROADCOM INC
+$11.9M
635,947
+1%
减持
SGOV
ISHARES TR
-$11.6M
964,982
-10%
增持
VTV
VANGUARD INDEX FDS
+$11.5M
741,134
+6%
减持
FISV
FISERV INC
-$10.5M
29,719
-69%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$10.3M
3,449,814
+4%
减持
IXUS
ISHARES TR
+$9.9M
5,815,625
-0%
减持
RTX
RTX CORPORATION
+$9.9M
615,114
-0%
增持
—
EXXON MOBIL CORP
+$9.7M
695,794
+6%
减持
LH
LABCORP HOLDINGS INC
-$9.3M
127,618
-11%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.3M
2,654,500
+5%
增持
AMGN
AMGEN INC
+$9.1M
166,355
+4%
增持
PH
PARKER-HANNIFIN CORP
+$8.2M
56,294
+3%
增持
MUB
ISHARES TR
+$7.7M
1,766,391
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$7.6M
4,967,176
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$7.5M
200,210
-11%
减持
LNG
CHENIERE ENERGY INC
-$7.4M
144,715
-4%
减持
IVW
ISHARES TR
-$7.3M
189,930
-25%
减持
PANW
PALO ALTO NETWORKS INC
-$7.0M
221,141
-6%
增持
MS
MORGAN STANLEY
+$7.0M
271,375
+5%
减持
PAYX
PAYCHEX INC
-$6.4M
17,947
-73%
建仓
PENN
PENN ENTERTAINMENT INC
+$6.4M
432,295
增持
DIHP
DIMENSIONAL ETF TRUST
+$6.2M
4,880,486
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.2M
206,822
+6%
增持
BAC
BANK AMERICA CORP
+$6.1M
988,882
+6%
减持
MRK
MERCK & CO INC
+$6.1M
306,143
-2%
增持
—
EATON CORP PLC
-$6.0M
161,758
+5%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$6.0M
166,391
-3%
增持
DSTL
ETF SER SOLUTIONS
+$5.9M
5,752,460
+0%
增持
JNJ
JOHNSON & JOHNSON
+$5.8M
196,798
+4%
减持
BND
VANGUARD BD INDEX FDS
-$5.6M
138,470
-35%
增持
AVRE
AMERICAN CENTY ETF TR
+$5.4M
367,012
+54%
增持
AJG
GALLAGHER ARTHUR J & CO
-$5.2M
132,594
+4%
增持
COWZ
PACER FDS TR
+$5.1M
1,801,161
+0%
增持
CI
THE CIGNA GROUP
+$5.0M
24,592
+302%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$5.0M
77,860
+254%
减持
MU
MICRON TECHNOLOGY INC
+$4.9M
43,499
-3%
增持
MA
MASTERCARD INCORPORATED
+$4.9M
34,138
+33%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$4.8M
70,082
-58%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$4.7M
93,926
减持
SFGV
EA SERIES TRUST
+$4.7M
31,787,963
-1%
增持
C
CITIGROUP INC
+$4.7M
268,562
+2%
减持
VNQ
VANGUARD INDEX FDS
-$4.5M
346,678
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$4.5M
359,002
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.4M
1,339,926
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$4.3M
1,705,535
+5%
减持
PG
PROCTER AND GAMBLE CO
-$4.2M
330,408
-1%
增持
—
DUPONT DE NEMOURS INC
-$4.1M
804,520
+72%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$4.1M
145,854
+67%
增持
AXP
AMERICAN EXPRESS CO
+$4.0M
60,613
+10%
增持
CME
CME GROUP INC
+$4.0M
26,189
+126%
增持
ZS
ZSCALER INC
-$4.0M
60,480
+3%
增持
IVV
ISHARES TR
+$4.0M
92,974
+4%
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD
+$3.9M
169,318
增持
SRE
SEMPRA
+$3.9M
58,147
+313%
增持
TJX
TJX COS INC NEW
+$3.8M
228,133
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.8M
61,553
+6%
增持
IEFA
ISHARES TR
+$3.8M
170,098
+30%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.8M
1,014,293
+1%
增持
ACWX
ISHARES TR
+$3.7M
337,299
+16%
增持
WFC
WELLS FARGO CO NEW
+$3.7M
299,002
+4%
增持
MCD
MCDONALDS CORP
+$3.5M
141,831
+8%
减持
VXUS
VANGUARD STAR FDS
-$3.4M
173,371
-23%
增持
ROK
ROCKWELL AUTOMATION INC
+$3.4M
14,009
+134%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
53,327
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.2M
636,545
+0%
增持
CSCO
CISCO SYS INC
+$3.1M
197,875
+12%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.1M
158,598
+64%
建仓
BSSX
INVESCO EXCH TRD SLF IDX FD
+$3.1M
119,816
减持
MTUM
ISHARES TR
-$3.1M
98,842
-9%
增持
IWF
ISHARES TR
+$3.1M
28,161
+29%
增持
TSLA
TESLA INC
+$3.0M
109,703
+5%
减持
AMZN
AMAZON COM INC
+$3.0M
1,118,835
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$3.0M
119,649
+137%
增持
IJH
ISHARES TR
+$3.0M
580,283
+7%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
88,944
+12%
减持
ESI
ELEMENT SOLUTIONS INC
-$2.8M
30,938
-78%
增持
MTZ
MASTEC INC
+$2.8M
16,647
+353%
增持
AMAT
APPLIED MATLS INC
+$2.7M
47,112
+3%
增持
KO
COCA COLA CO
+$2.7M
255,595
+12%
清仓
—
UNILEVER PLC
-$2.7M
0
-100%
增持
APP
APPLOVIN CORP
+$2.7M
9,388
+84%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$2.7M
118,945
-1%
增持
PWR
QUANTA SVCS INC
+$2.6M
130,436
+3%
增持
CVS
CVS HEALTH CORP
+$2.6M
75,546
+70%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.6M
488,685
-11%
增持
GMED
GLOBUS MED INC
+$2.5M
81,161
+2%
减持
ICOW
PACER FDS TR
+$2.5M
1,536,927
-2%
减持
DUHP
DIMENSIONAL ETF TRUST
-$2.5M
853,367
-8%
增持
CMCSA
COMCAST CORP NEW
+$2.5M
542,082
+24%
减持
ACWI
ISHARES TR
-$2.4M
1,246,414
-4%
减持
PFF
ISHARES TR
-$2.4M
66,559
-53%
增持
SPYM
SPDR SERIES TRUST
+$2.4M
558,238
+3%
建仓
UL
UNILEVER PLC
+$2.4M
36,184
增持
DE
DEERE & CO
+$2.4M
16,946
+40%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$2.3M
1,368,968
+1%
增持
GM
GENERAL MTRS CO
+$2.3M
70,639
+26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.3M
61,909
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.3M
11,181
+23%
减持
DFLV
DIMENSIONAL ETF TRUST
-$2.3M
256,135
-24%
减持
CORP
PIMCO ETF TR
-$2.2M
46,774
-32%
增持
PEP
PEPSICO INC
+$2.2M
128,279
+11%
