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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
增持 84
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$105.5M
840,093
-2%
减持
AAPL
APPLE INC
-$49.7M
1,947,990
-3%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$49.7M
3,481,927
-2%
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
SGOV
ISHARES TR
-$44.6M
519,482
-46%
增持
SFGV
EA SERIES TRUST
+$40.6M
31,830,127
+0%
增持
—
EXXON MOBIL CORP
+$38.5M
720,335
+4%
增持
PYLD
PIMCO ETF TR
+$35.7M
10,994,877
+16%
增持
BINC
BLACKROCK ETF TRUST II
+$35.4M
5,443,735
+16%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$35.2M
6,383,524
+14%
增持
BSV
VANGUARD BD INDEX FDS
+$34.1M
3,378,481
+15%
增持
IXUS
ISHARES TR
+$31.9M
6,049,116
+4%
增持
VTI
VANGUARD INDEX FDS
-$30.5M
3,787,743
+2%
增持
AVRE
AMERICAN CENTY ETF TR
+$27.5M
987,667
+169%
减持
LLY
ELI LILLY & CO
-$26.9M
143,305
-3%
减持
ORCL
ORACLE CORP
-$25.9M
116,170
-47%
增持
CAT
CATERPILLAR INC
+$25.1M
178,760
+1%
增持
AMZN
AMAZON COM INC
-$25.1M
1,119,623
+0%
增持
NVDA
NVIDIA CORPORATION
-$22.9M
2,699,634
+2%
减持
—
NXP SEMICONDUCTORS N V
-$21.4M
36,956
-72%
增持
AVGO
BROADCOM INC
-$21.2M
642,760
+1%
减持
VNQ
VANGUARD INDEX FDS
-$20.7M
112,620
-68%
增持
MUB
ISHARES TR
+$20.7M
1,977,019
+12%
增持
CRM
SALESFORCE INC
-$20.4M
358,400
+9%
增持
HON
HONEYWELL INTL INC
+$20.4M
125,089
+210%
减持
VICI
VICI PPTYS INC
-$20.4M
189,111
-79%
增持
DFEM
DIMENSIONAL ETF TRUST
+$20.4M
5,345,392
+8%
增持
COST
COSTCO WHOLESALE CORPORATION
+$20.2M
97,275
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.1M
252,527
-10%
增持
SPGM
SPDR INDEX SHS FDS
+$18.4M
2,004,687
+15%
减持
NSC
NORFOLK SOUTHN CORP
-$18.0M
15,524
-80%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$17.1M
60,192
+387%
增持
AVUV
AMERICAN CENTY ETF TR
+$16.7M
1,087,142
+7%
减持
JPM
JPMORGAN CHASE & CO
-$16.4M
375,677
-5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.3M
3,675,562
+7%
增持
GOOG
ALPHABET INC
+$15.8M
753,267
+18%
增持
DIHP
DIMENSIONAL ETF TRUST
+$15.7M
5,283,468
+8%
减持
PWR
QUANTA SVCS INC
+$15.7M
128,844
-1%
增持
META
META PLATFORMS INC
-$15.6M
263,851
+5%
减持
IBHF
ISHARES TR
-$14.5M
337,972
-65%
减持
V
VISA INC
-$14.4M
265,787
-2%
减持
GLD
SPDR GOLD TR
+$14.3M
469,508
-1%
减持
GOOGL
ALPHABET INC
-$14.0M
473,577
-1%
减持
LNG
CHENIERE ENERGY INC
+$12.9M
144,460
-0%
增持
VTV
VANGUARD INDEX FDS
+$11.7M
781,277
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$11.1M
206,926
+0%
减持
ACWI
ISHARES TR
-$10.6M
1,197,896
-4%
减持
PANW
PALO ALTO NETWORKS INC
-$10.5M
188,521
-15%
增持
—
DUPONT DE NEMOURS INC
+$10.2M
929,212
+15%
减持
QQQ
INVESCO QQQ TR
-$10.2M
107,814
-9%
减持
DFUS
DIMENSIONAL ETF TRUST
-$10.1M
1,297,323
-6%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$10.0M
22,085
+1359%
减持
INTF
ISHARES TR
-$9.9M
513,322
-35%
增持
WYNN
WYNN RESORTS LTD
-$9.8M
815,698
+6%
增持
CVX
CHEVRON CORPORATION
+$9.4M
160,718
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$9.0M
196,117
-2%
增持
JNJ
JOHNSON & JOHNSON
+$8.9M
203,051
+3%
减持
WMT
WALMART INC
+$8.4M
813,060
-2%
增持
ABT
ABBOTT LABORATORIES
-$8.3M
367,460
+0%
增持
RTX
RTX CORPORATION
+$7.6M
624,341
+2%
增持
—
EATON CORP PLC
+$7.2M
164,316
+2%
增持
TSLA
TESLA INC
-$7.0M
113,896
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.9M
237,096
+1%
减持
QCOM
QUALCOMM INC
-$6.5M
140,027
-3%
清仓
PENN
PENN ENTERTAINMENT INC
-$6.4M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$6.3M
1,846,369
+8%
减持
GEV
GE VERNOVA INC
+$6.3M
29,156
-0%
减持
BAC
BANK AMERICA CORP
-$6.3M
986,686
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.0M
1,373,292
+2%
减持
SPYM
SPDR SERIES TRUST
-$5.8M
509,074
-9%
增持
BN
BROOKFIELD CORP
-$5.8M
1,212,503
+1%
增持
COWZ
PACER FDS TR
+$5.8M
1,824,648
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.7M
1,007,873
-6%
增持
—
ACCENTURE PLC IRELAND
-$5.5M
163,843
+16%
增持
AMAT
APPLIED MATLS INC
+$5.4M
51,107
+8%
减持
—
AIR LEASE CORP
-$5.3M
12,569
-87%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$5.0M
307,936
-8%
增持
ZS
ZSCALER INC
-$5.0M
61,315
+1%
增持
BX
BLACKSTONE INC
-$5.0M
233,387
+13%
增持
MU
MICRON TECHNOLOGY INC
+$4.9M
51,394
+18%
增持
WM
WASTE MGMT INC DEL
+$4.9M
216,576
+6%
增持
IJR
ISHARES TR
+$4.9M
705,455
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.8M
647,182
+2%
增持
VOO
VANGUARD INDEX FDS
+$4.7M
63,825
+20%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.6M
2,715,179
+2%
增持
LRCX
LAM RESEARCH CORP
+$4.6M
70,528
+15%
减持
ICOW
PACER FDS TR
+$4.6M
1,509,097
-2%
增持
GS
GOLDMAN SACHS GROUP INC
-$4.5M
147,153
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.4M
54,101
-6%
增持
KMI
KINDER MORGAN INC DEL
+$4.3M
317,325
+38%
增持
GLW
CORNING INC
+$4.2M
60,673
+30%
减持
AXP
AMERICAN EXPRESS CO
-$4.1M
60,429
-0%
减持
UNP
UNION PAC CORP
-$4.1M
49,295
-29%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$4.1M
272,195
+42%
减持
WFC
WELLS FARGO & CO
-$4.1M
298,915
-0%
增持
DSTL
ETF SER SOLUTIONS
+$4.1M
5,923,843
+3%
增持
AJG
GALLAGHER ARTHUR J & CO
-$4.0M
139,833
+5%
建仓
—
ASTRAZENECA PLC
+$4.0M
20,285
减持
CI
THE CIGNA GROUP
-$4.0M
10,529
-57%
增持
INTU
INTUIT
-$4.0M
22,281
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.9M
337,053
+5%
减持
JEF
JEFFERIES FINANCIAL GROUP IN
-$3.8M
172,670
-2%
减持
AMGN
AMGEN INC
+$3.8M
165,511
-1%
增持
OKE
ONEOK INC NEW
+$3.7M
212,473
+1%
清仓
—
ASTRAZENECA PLC
-$3.6M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$3.6M
343,001
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$3.5M
66,159
+7%
减持
MRK
MERCK & CO INC
+$3.5M
297,046
-3%
增持
MS
MORGAN STANLEY
-$3.5M
271,441
+0%
减持
CSX
CSX CORP
-$3.5M
95,859
-53%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.4M
956,431
+3%
减持
DIS
DISNEY WALT CO
-$3.4M
117,953
-9%
清仓
HQY
HEALTHEQUITY INC
-$3.3M
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.3M
39,757
+2%
建仓
IUSB
ISHARES TR
+$3.2M
70,333
增持
XYL
XYLEM INC
-$3.2M
365,274
+6%
增持
COP
CONOCOPHILLIPS
+$3.2M
62,741
+15%
减持
MOAT
VANECK ETF TRUST
-$3.2M
131,329
-14%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$3.1M
565,859
-18%
增持
T
AT&T INC
+$3.1M
511,590
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$3.1M
127,314
+8%
减持
APO
APOLLO GLOBAL MGMT INC
-$3.1M
73,615
-5%
增持
KO
COCA COLA CO
+$3.0M
274,284
+7%
减持
IWB
ISHARES TR
-$3.0M
74,728
-6%
减持
MA
MASTERCARD INCORPORATED
-$2.9M
33,212
-3%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$2.9M
58,540
-25%
增持
MTZ
MASTEC INC
+$2.8M
20,058
+20%
减持
IVW
ISHARES TR
-$2.8M
181,999
-4%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
144,907
+9%
增持
TDVG
T ROWE PRICE ETF INC
+$2.7M
4,234,788
+2%
增持
TXN
TEXAS INSTRS INC
+$2.7M
55,108
+20%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.7M
429,342
-12%
增持
LMT
LOCKHEED MARTIN CORP
+$2.6M
21,141
+1%
减持
APP
APPLOVIN CORP
-$2.6M
9,329
-1%
增持
VRT
VERTIV HOLDINGS CO
+$2.5M
21,345
+23%
增持
IJH
ISHARES TR
+$2.5M
604,672
+4%
减持
XLF
SELECT SECTOR SPDR TR
-$2.5M
230,677
-9%
增持
DELL
DELL TECHNOLOGIES INC
+$2.5M
47,970
+12%
减持
CDW
CDW CORP
-$2.5M
2,654
-87%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.5M
64,949
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$2.4M
138,898
-4%
减持
HOOD
ROBINHOOD MKTS INC
-$2.4M
37,652
-15%
增持
SNDK
SANDISK CORP
+$2.3M
5,475
+15%
减持
DUHP
DIMENSIONAL ETF TRUST
-$2.3M
820,348
-4%
减持
XLE
SELECT SECTOR SPDR TR
+$2.3M
136,676
-0%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$2.2M
36,757
+579%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$2.2M
291,685
+1%
增持
WDC
WESTERN DIGITAL CORP
+$2.2M
16,684
+22%
增持
KLAC
KLA CORP
+$2.1M
5,206
+14%
减持
CVS
CVS HEALTH CORP
-$2.1M
54,113
-28%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$2.1M
27,002
+131%
