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Sequoia Financial Advisors, LLC

SEC CIK
0001599900
最新申報
2026/7/17

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/17 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
2,124
較 2026 年第 1 季 +239
總值
$200.2 億
較 2026 年第 1 季 +$21.9 億 (+12.3%)
申報日
2026/7/17
SEC
Sequoia Financial Advisors, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Total Stock Market ETF922908769ETF3,831,169$14.2 億7.1%+43,426+1.1%加碼–
Ea Series Trust02072L276CCM GLOBAL EQUIT31,470,764$11.0 億5.5%−359,363−1.1%減碼–
iShares Core MSCI Total International Stock ETF46432F834ETF6,296,845$6.01 億3.0%+247,729+4.1%加碼–
AAPLApple Inc.Stock1,978,445$5.72 億2.9%+37,955+2.0%加碼歷史
NVDANVIDIA CorpStock2,836,315$5.68 億2.8%+156,381+5.8%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW3,426,943$4.38 億2.2%−54,984−1.6%減碼–
Dimensional ETF Trust25434V104US CORE EQT MKT7,607,402$3.93 億2.0%+227,760+3.1%加碼–
ETF Ser Solutions26922A321DISTILLATE US5,942,710$3.56 億1.8%+18,867+0.3%加碼–
MSFTMicrosoft CorpStock906,219$3.38 億1.7%+73,426+8.8%加碼歷史
PIMCO ETF Tr72201R585MULTISECTOR BD12,401,335$3.29 億1.6%+1,406,458+12.8%加碼–
J P Morgan Exchange Traded F46641Q159INCOME ETF7,131,321$3.28 億1.6%+747,797+11.7%加碼–
iShares Flexible Income Active ETF092528603ETF6,133,736$3.21 億1.6%+690,001+12.7%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,671,995$2.90 億1.4%−3,567−0.1%減碼–
Vanguard Short-Term Bond ETF921937827ETF3,631,159$2.83 億1.4%+252,678+7.5%加碼–
GOOGAlphabet Inc.Stock761,320$2.69 億1.3%+8,053+1.1%加碼歷史
AMZNAmazon Com IncStock1,093,333$2.61 億1.3%−25,390−2.3%減碼歷史
AVGOBroadcom Inc.Stock665,884$2.52 億1.3%+25,724+4.0%加碼歷史
iShares Tr464288414NATIONAL MUN ETF2,128,656$2.29 億1.1%+151,637+7.7%加碼–
T Rowe Price Exchange-Traded87283Q404PRICE DIV GRWT4,396,076$2.16 億1.1%+161,288+3.8%加碼–
Dimensional ETF Trust25434V732EMERGING MKTS CO5,299,151$2.15 億1.1%−46,241−0.9%減碼–
CATCaterpillar IncStock188,272$2.00 億1.0%+9,512+5.3%加碼歷史
SPDR Index Shs FDS78463X475ST STR MSCI GLB2,214,046$1.90 億0.9%+209,359+10.4%加碼–
Vanguard Morningstar Growth ETF922908736ETF2,187,134$1.88 億0.9%+114,314+5.5%加碼依 6 比 1 拆股換算–
LLYEli Lilly & CoStock154,543$1.85 億0.9%+11,238+7.8%加碼歷史
iShares Tr464288257MSCI ACWI ETF1,146,645$1.80 億0.9%−51,251−4.3%減碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT5,261,652$1.80 億0.9%−21,816−0.4%減碼–
Vanguard Morningstar Value ETF922908744ETF815,425$1.78 億0.9%+34,148+4.4%加碼–
GOOGLAlphabet Inc.Stock472,495$1.69 億0.8%−1,082−0.2%減碼歷史
GLDSPDR Gold TrustETF456,249$1.68 億0.8%−12,959−2.8%減碼歷史
GSGoldman Sachs Group IncStock153,522$1.55 億0.8%+6,469+4.4%加碼歷史
METAMeta Platforms, Inc.Stock275,017$1.55 億0.8%+11,166+4.2%加碼歷史
American Centy ETF Tr025072877US SML CP VALU1,063,743$1.33 億0.7%−23,399−2.2%減碼–
JPMJPMorgan Chase & CoStock390,881$1.28 億0.6%+16,204+4.3%加碼歷史
BRK.BBerkshire Hathaway IncStock247,243$1.24 億0.6%−5,284−2.1%減碼歷史
SPYSPDR S&P 500 ETF TrustETF160,362$1.20 億0.6%+1,945+1.2%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK2,827,567$1.17 億0.6%+112,388+4.1%加碼–
RTXRTX CorpStock601,888$1.14 億0.6%−22,453−3.6%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF1,781,365$1.11 億0.6%−43,283−2.4%減碼–
iShares Core S&P Small Cap ETF464287804ETF733,683$1.09 億0.5%+28,228+4.0%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD2,073,127$1.05 億0.5%+226,758+12.3%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF1,269,391$1.04 億0.5%−27,932−2.2%減碼–
XOMExxonMobil Holdings CorpCOM731,436$1.00 億0.5%+30,501+4.4%加碼歷史
PWRQuanta Services, Inc.COM135,883$9,784 萬0.5%+7,039+5.5%加碼歷史
Dimensional U.S. Targeted Value ETF25434V609ETF1,391,428$9,726 萬0.5%+18,136+1.3%加碼–
WMTWalmart Inc.Stock847,495$9,599 萬0.5%+34,435+4.2%加碼歷史
VVisa Inc.Stock277,453$9,519 萬0.5%+11,666+4.4%加碼歷史
COSTCostco Wholesale CorpStock94,833$8,871 萬0.4%−2,442−2.5%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF371,405$8,788 萬0.4%+9,930+2.7%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF531,727$8,691 萬0.4%−15,016−2.7%減碼–
HDHome Depot, Inc.Stock229,708$8,101 萬0.4%+10,654+4.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF106,509$7,843 萬0.4%+495+0.5%加碼–
iShares Core S&P US Value ETF464287663ETF695,001$7,655 萬0.4%−649−0.1%減碼–
ETNEaton Corp plcStock175,147$7,463 萬0.4%+10,831+6.6%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY738,944$7,439 萬0.4%+219,462+42.2%加碼–
iShares Core S&P 500 ETF464287200ETF96,552$7,231 萬0.4%+326+0.3%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF959,904$6,839 萬0.3%+3,473+0.4%加碼–
MUMicron Technology IncStock58,236$6,722 萬0.3%+6,842+13.3%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL1,217,842$6,579 萬0.3%−27,283−2.2%減碼–
American Centy ETF Tr025072802INTL SMCP VLU622,801$6,418 萬0.3%−24,381−3.8%減碼–
AMGNAmgen IncStock173,024$6,266 萬0.3%+7,513+4.5%加碼歷史
IBMInternational Business Machines CorpStock221,104$6,218 萬0.3%+14,178+6.9%加碼歷史
TSLATesla, Inc.Stock144,986$6,098 萬0.3%+31,090+27.3%加碼歷史
BACBank of America CorpStock1,064,968$6,068 萬0.3%+78,282+7.9%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF1,431,215$5,958 萬0.3%−77,882−5.2%減碼–
PHParker-Hannifin CorpStock60,061$5,875 萬0.3%+5,473+10.0%加碼歷史
MSMorgan StanleyStock280,037$5,854 萬0.3%+8,596+3.2%加碼歷史
WMWaste Management IncStock233,493$5,204 萬0.3%+16,917+7.8%加碼歷史
JNJJohnson & JohnsonStock203,267$5,162 萬0.3%+8,816+4.5%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH1,185,621$5,050 萬0.3%−26,882−2.2%減碼歷史
PGProcter & Gamble CoStock339,293$4,975 萬0.2%+3,272+1.0%加碼歷史
American Centy ETF Tr025072356REAL ESTATE ETF1,031,592$4,888 萬0.2%+43,925+4.4%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF630,599$4,863 萬0.2%+25,927+4.3%加碼–
BLKBlackRock, Inc.Stock49,801$4,789 萬0.2%+2,398+5.1%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF526,150$4,624 萬0.2%+17,076+3.4%加碼–
Vanguard S&P 500 ETF922908363ETF66,567$4,572 萬0.2%+2,742+4.3%加碼–
ROKRockwell Automation, IncStock91,971$4,553 萬0.2%+78,032+559.8%加碼歷史
DDDuPont de Nemours, Inc.Stock332,292$4,507 萬0.2%+22,555+7.3%加碼依 1 比 3 拆股換算歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF896,162$4,332 萬0.2%+16,137+1.8%加碼–
Invesco S&P 500 Quality ETF46137V241ETF468,394$4,220 萬0.2%−80,524−14.7%減碼–
AMDAdvanced Micro Devices IncStock71,085$4,129 萬0.2%+3,732+5.5%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF1,384,788$4,075 萬0.2%−28,943−2.0%減碼–
AMATApplied Materials IncStock54,921$3,971 萬0.2%+3,814+7.5%加碼歷史
CCitigroup IncStock279,216$3,908 萬0.2%+6,806+2.5%加碼歷史
MCDMcDonalds CorpStock144,126$3,896 萬0.2%+447+0.3%加碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL361,452$3,843 萬0.2%−12,733−3.4%減碼–
MRKMerck & Co., Inc.Stock292,117$3,754 萬0.2%−4,929−1.7%減碼歷史
PANWPalo Alto Networks IncStock108,160$3,688 萬0.2%−80,361−42.6%減碼歷史
TJXTJX Companies IncStock241,412$3,657 萬0.2%+14,878+6.6%加碼歷史
LNGCheniere Energy, Inc.COM NEW150,826$3,605 萬0.2%+6,366+4.4%加碼歷史
LHLabcorp Holdings Inc.Stock127,231$3,562 萬0.2%+6,595+5.5%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF103,852$3,560 萬0.2%+6,557+6.7%加碼–
ABTAbbott LaboratoriesStock388,898$3,529 萬0.2%+25,838+7.1%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF420,312$3,461 萬0.2%−9,522−2.2%減碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF824,569$3,441 萬0.2%+4,221+0.5%加碼–
AJGArthur J. Gallagher & Co.COM149,799$3,439 萬0.2%+9,966+7.1%加碼歷史
GEVGE Vernova Inc.Stock28,951$3,401 萬0.2%−205−0.7%減碼歷史
XYLXylem Inc.COM283,835$3,355 萬0.2%−81,439−22.3%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF991,224$3,354 萬0.2%−16,649−1.7%減碼–
GEGeneral Electric CoStock88,294$3,300 萬0.2%+1,534+1.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR65,597$3,133 萬0.2%−562−0.8%減碼歷史

選擇權（36 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Sequoia Financial Advisors, LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF–$2,278 萬
PGRProgressive CorpStock$557.0 萬–
NVDANVIDIA CorpStock$204.1 萬$80.0 萬
XOMExxonMobil Holdings CorpCOM$272.1 萬–
MSFTMicrosoft CorpStock$261.1 萬$3.73 萬
AAPLApple Inc.Stock$217.0 萬$5.79 萬
Invesco QQQ Trust Series I46090E103ETF–$132.6 萬
ABBVAbbVie Inc.Stock$100.7 萬–
VSTVistra Corp.Stock$93.6 萬–
BHCBausch Health Companies Inc.Stock–$87.9 萬
AVGOBroadcom Inc.Stock$86.9 萬–
JNJJohnson & JohnsonStock$83.8 萬–
ABTAbbott LaboratoriesStock$39.9 萬–
JPMJPMorgan Chase & CoStock$32.7 萬–
PYPLPayPal Holdings, Inc.Stock–$21.6 萬
SESea LtdSPONSORD ADS–$19.2 萬
CRMSalesforce, Inc.Stock–$15.7 萬
AMZNAmazon Com IncStock–$11.9 萬
GOOGLAlphabet Inc.Stock$10.7 萬–
GOOGAlphabet Inc.Stock$10.6 萬–
GSGoldman Sachs Group IncStock–$10.1 萬
UWMCUWM Holdings CorpCOM CL A–$9.46 萬
WMBWilliams Companies, Inc.COM–$7.43 萬
METAMeta Platforms, Inc.Stock$5.63 萬–
CMCSAComcast CorpStock–$4.91 萬
NKENIKE, Inc.Stock–$3.28 萬
PLTRPalantir Technologies Inc.Stock$2.33 萬–
KGCKinross Gold CorpCOM–$1.65 萬
VanEck ETF Trust92189F106GOLD MINERS ETF–$1.51 萬
CFCF Industries Holdings, Inc.COM–$1.08 萬
NOWServiceNow, Inc.Stock–$9,928
VanEck ETF Trust92189F791JUNIOR GOLD MINE–$9,825
MSTRStrategy IncStock–$8,693
NFLXNetflix IncStock–$7,140
USARUSA Rare Earth, Inc.Stock–$4,316
IBRXImmunityBio, Inc.COM–$2,627

2026 年第 1 季之後清倉（93 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Sequoia Financial Advisors, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM125,089$2,827 萬0.2%歷史
iShares Tr46434V613CORE UNIVRSL USD70,333$324.9 萬<0.1%–
HOLXHologic IncCOM24,029$181.6 萬<0.1%歷史
CTRACoterra Energy Inc.Stock44,487$156.3 萬<0.1%歷史
SAMBoston Beer Co IncCL A4,120$94.9 萬<0.1%歷史
ALSumisho Air Lease CorpCL A12,569$81.6 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR8,808$79.3 萬<0.1%歷史
iShares Tr46436E619ESG ADVAN ETF17,462$76.0 萬<0.1%–
Vanguard Materials ETF92204A801ETF3,053$68.8 萬<0.1%–
GDENNew Royal Holdco I Inc.COM24,820$66.2 萬<0.1%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK3,360$60.8 萬<0.1%歷史
FERFerrovial N.V.ORD SHS8,599$55.9 萬<0.1%歷史
ONDSOndas Inc.COM NEW56,162$50.8 萬<0.1%歷史
PHIPLDT Inc.SPONSORED ADR23,983$50.5 萬<0.1%歷史
iShares Tr46436E320HIGH YLD CORP BD15,749$46.5 萬<0.1%–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX3,917$45.0 萬<0.1%–
LILi Auto Inc.SPONSORED ADS24,610$43.9 萬<0.1%歷史
CALMCal-Maine Foods IncCOM NEW5,540$43.8 萬<0.1%歷史
IDCCInterDigital, Inc.COM1,400$42.3 萬<0.1%歷史
ATRAptargroup, Inc.Stock3,317$41.8 萬<0.1%歷史
ASOAcademy Sports & Outdoors, Inc.COM6,852$38.7 萬<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock1,128$38.5 萬<0.1%歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD7,502$37.1 萬<0.1%–
AFGAmerican Financial Group IncCOM2,854$36.4 萬<0.1%歷史
ZGZillow Group, Inc.CL A8,785$36.4 萬<0.1%歷史
Ea Series Trust02072L565ALPHA ARCH 1-32,980$34.7 萬<0.1%–
VanEck ETF Trust92189F486IG FLOA RATE ETF13,362$34.0 萬<0.1%–
iShares Tr464288372GLB INFRASTR ETF4,990$33.4 萬<0.1%–
SPDR Series Trust78468R101ST SHO TREAS ETF11,210$32.7 萬<0.1%–
TPHTri Pointe Homes, Inc.COM6,971$32.6 萬<0.1%歷史
FAFFirst American Financial CorpStock4,837$29.2 萬<0.1%歷史
PENPenumbra IncCOM874$28.7 萬<0.1%歷史
ACMAecomCOM3,293$27.9 萬<0.1%歷史
TFXTeleflex IncCOM2,282$27.3 萬<0.1%歷史
BRCBrady CorpCL A3,333$27.1 萬<0.1%歷史
LBRDALiberty Broadband CorpCOM SER A5,271$26.5 萬<0.1%歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,981$26.4 萬<0.1%–
BSYBentley Systems IncCOM CL B7,470$26.2 萬<0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS3,648$26.1 萬<0.1%歷史
Schwab US Tips ETF808524870ETF9,303$24.8 萬<0.1%–
BOXBox IncCL A10,363$24.5 萬<0.1%歷史
APAMArtisan Partners Asset Management Inc.CL A6,597$24.0 萬<0.1%歷史
GLBEGlobal-E Online Ltd.SHS7,650$23.6 萬<0.1%歷史
UHALU-Haul Holding CoCOM4,917$23.5 萬<0.1%歷史
CAVACava Group, Inc.COM2,899$23.5 萬<0.1%歷史
FRHCFreedom Holding Corp.COM1,615$23.4 萬<0.1%歷史
TTEKTetra Tech IncCOM7,723$23.3 萬<0.1%歷史
iShares Tr464288638ISHS 5-10YR INVT4,336$23.1 萬<0.1%–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF4,668$22.8 萬<0.1%–
KNFKnife River CorpStock2,786$22.7 萬<0.1%歷史
iShares Tr464289420RUS TP200 VL ETF2,453$22.7 萬<0.1%–
Carnival Corp Ltd.14365C103ADR8,545$22.0 萬<0.1%–
AGFirst Majestic Silver CorpCOM10,226$22.0 萬<0.1%歷史
LTMLatam Airlines Group S.A.SPONSORED ADR4,403$21.8 萬<0.1%歷史
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM15,900$21.7 萬<0.1%歷史
CHWYChewy, Inc.CL A8,044$21.7 萬<0.1%歷史
BCHBank of ChileSPONSORED ADS5,760$21.3 萬<0.1%歷史
THOThor Industries IncCOM2,667$21.3 萬<0.1%歷史
SUPNSupernus Pharmaceuticals, Inc.COM4,099$21.2 萬<0.1%歷史
YELPYelp IncCL A8,491$21.0 萬<0.1%歷史
AMCRAmcor plcCOM NEW5,278$21.0 萬<0.1%歷史
WLDNWilldan Group, Inc.COM2,739$21.0 萬<0.1%歷史
iShares Tr464287697U.S. UTILITS ETF1,803$20.9 萬<0.1%–
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT7,275$20.9 萬<0.1%–
BIOBio-Rad Laboratories, Inc.CL A750$20.9 萬<0.1%歷史
DMCDel Monte CorpORD5,173$20.8 萬<0.1%歷史
JBSJBS N.V.ADR11,591$20.8 萬<0.1%歷史
OROR Royalties Inc.COM SHS5,361$20.4 萬<0.1%歷史
iShares Inc464286657MSCI BIC ETF5,000$20.3 萬<0.1%–
WAYWaystar Holding Corp.COM8,405$20.3 萬<0.1%歷史
BDCBelden Inc.COM1,761$20.2 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF10,656$19.5 萬<0.1%–
FIVNFive9, Inc.COM10,494$15.9 萬<0.1%歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM11,483$15.8 萬<0.1%歷史
NMRKNewmark Group, Inc.CL A10,410$15.6 萬<0.1%歷史
HLFHerbalife Ltd.COM SHS10,296$15.2 萬<0.1%歷史
PSKYParamount Skydance CorpCOM CL B13,521$12.2 萬<0.1%歷史
AVPTAvePoint, Inc.COM CL A12,441$11.8 萬<0.1%歷史
LEGLeggett & Platt IncStock11,410$11.3 萬<0.1%歷史
RLJRLJ Lodging TrustCOM14,522$10.8 萬<0.1%歷史
SOUNSoundhound AI, Inc.CLASS A COM14,951$10.3 萬<0.1%歷史
SUZSuzano S.A.SPON ADS10,034$10.0 萬<0.1%歷史
SHOSunstone Hotel Investors, Inc.COM10,058$9.06 萬<0.1%歷史
HDSNHudson Technologies IncCOM14,000$8.23 萬<0.1%歷史
MRCCMonroe Capital CorpCOM17,000$7.82 萬<0.1%歷史
LZLegalzoom.com, Inc.COM13,651$7.74 萬<0.1%歷史
OPENOpendoor Technologies Inc.COM13,842$6.48 萬<0.1%歷史
AURAurora Innovation, Inc.CLASS A COM12,901$5.32 萬<0.1%歷史
YEXTYext, Inc.COM12,641$4.85 萬<0.1%歷史
NABLN-able, Inc.COMMON STOCK10,181$4.75 萬<0.1%歷史
EGHT8X8 IncCOM15,350$2.55 萬<0.1%歷史
PROPPrairie Operating Co.Stock11,150$2.26 萬<0.1%歷史
OPKOpko Health, Inc.COM16,264$1.85 萬<0.1%歷史