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Sequoia Financial Advisors, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$178.8亿

申报季度: 2026-03-31 · 持股只数: 1921

Sequoia Financial Advisors, LLC在最新一期 13F 报告中披露了 1921 项持股，申报期为 2026-03-31，总持股市值约为 US$178.8亿，季度换手率为 12.3%。

机构性格雪花图

集中度
6.3
持仓稳定性
12.34
动能／逆势
100
行业集中度
60.17
多样化
100
仓位均衡度
46.4

近期动向

  • 减仓 MSFT

    -2.4%　-US$1.1亿

  • 减仓 AAPL

    -2.7%　-US$4969.8万

  • 减仓 VONG

    -1.8%　-US$4969.3万

  • 减仓 SGOV

    -46.2%　-US$4457.4万

  • 加仓 SFGV

    +0.1%　US$4056.6万

  • 加仓 XOM

    +3.5%　US$3848.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1885 大持股（共 1921 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他6.80%-0.15%+1.94%
2SFGVSequoia Global Value ETFETF-其他5.84%+0.24%+0.13%
3IXUSIshares Core Intl Stock ETFETF-其他2.93%+0.18%+4.01%
4AAPLApple INC股票-科技2.76%-0.27%-2.66%
5NVDANvidia CORP股票-科技2.63%-0.12%+1.98%
6VONGVanguard Russell 1000 GrowthETF-其他2.14%-0.27%-1.78%
7DSTLDistillate US Fundamental StETF-其他1.92%—+2.98%
8DFAUDimensional US Core Equity METF-其他1.86%—+3.57%
9MSFTMicrosoft CORP股票-科技1.74%-0.58%-2.44%
10JPIEJpmorgan Income ETFETF-其他1.64%+0.20%+14.15%
11VCSHVanguard S/t CORP Bond ETFETF-投资级公司债1.63%+0.10%+6.54%
12PYLDPimco Multisector Bond ActvETF-其他1.61%+0.20%+16.23%
13BINCIshares Flex I A Etf-usd INCETF-其他1.58%+0.20%+16.17%
14BSVVanguard Short-term Bond ETFETF-其他1.48%+0.19%+15.38%
15AMZNAmazon.com INC股票-周期性消费1.30%-0.14%+0.07%
16GOOGAlphabet Inc-cl C股票-通信服务1.21%+0.09%+18.04%
17MUBIshares National Muni Bond EETF-其他1.17%+0.11%+11.92%
18GLDSpdr Gold SharesETF-避险与商品1.13%+0.08%-0.91%
19AVGOBroadcom INC股票-科技1.11%-0.12%+1.07%
20TDVGT Rowe Price Dividend GrowthETF-其他1.06%—+2.25%
21DFEMDimensional Emrg Mrkt CoreETF-其他1.03%+0.11%+7.61%
22DIHPDimensional International HiETF-其他0.95%+0.09%+8.26%
23ACWIIshares Msci Acwi ETFETF-其他0.93%-0.05%-3.89%
24VTVVanguard Value ETFETF-其他0.86%+0.07%+5.42%
25SPGMState Street Spdr PortfolioETF-其他0.85%+0.11%+15.34%
26METAMeta Platforms Inc-class A股票-通信服务0.84%-0.09%+4.56%
27VUGVanguard Growth ETFETF-其他0.84%—+11.71%
28GOOGLAlphabet Inc-cl A股票-通信服务0.76%-0.08%-1.33%
29LLYEli Lilly & Co股票-医疗保健0.74%-0.15%-2.97%
30SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.71%—-2.04%
31CATCaterpillar INC股票-工业0.71%+0.14%+0.86%
32GSGoldman Sachs Group INC股票-金融0.70%—+0.26%
33XOMExxon Mobil CORP股票-能源0.68%+0.21%+3.53%
34BRK-BBerkshire Hathaway Inc-cl B股票-其他0.68%-0.11%-10.06%
35RTXRtx CORP股票-工业0.67%—+1.50%
36AVUVAvantis US Small Cap ValueETF-中小型股0.67%+0.09%+7.18%
37COWZPacer US Cash Cows 100 ETFETF-其他0.64%—+1.30%
38JPMJpmorgan Chase & Co股票-金融0.62%-0.09%-4.65%
39DFAIDimensional International CoETF-其他0.59%—+2.29%
40WMTWalmart INC股票-非周期性消费0.57%—-2.21%
41COSTCostco Wholesale CORP股票-非周期性消费0.54%+0.11%+9.37%
42VTEBVanguard Tax-exempt Bond ETFETF-其他0.52%—+8.26%
43DFUSDimensional US Eq Mkt ETFETF-其他0.51%-0.06%-5.77%
44IJRIshares Core S&p Small-cap EETF-中小型股0.49%—+2.34%
45DFATDimensional US Target ValueETF-其他0.48%—+2.49%
46WYNNWynn Resorts LTD股票-周期性消费0.46%—+5.91%
47VVisa Inc-class A Shares股票-金融0.45%-0.08%-1.63%
48MGVVanguard Mega Cap Value ETFETF-其他0.44%—-3.37%
49VIGVanguard Dividend Apprec ETFETF-其他0.43%—+3.73%
50HDHome Depot INC股票-周期性消费0.40%—+7.14%
1–50 of 1,885

本季持股变动

Sequoia Financial Advisors, LLC 在 2026-03-31 最显著的持仓异动： 减仓: Microsoft CORP (MSFT) — 股数 -2.44%; 减仓: Apple INC (AAPL) — 股数 -2.66%; 减仓: Vanguard Russell 1000 Growth (VONG) — 股数 -1.78%; 减仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 -46.17%; 加仓: Sequoia Global Value ETF (SFGV) — 股数 +0.13%.

Sequoia Financial Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SFGVSequoia Global Value ETF+0.2%+0.13%加仓
2XOMExxon Mobil CORP+0.2%+3.53%加仓
3PYLDPimco Multisector Bond Actv+0.2%+16.23%加仓
4BINCIshares Flex I A Etf-usd INC+0.2%+16.17%加仓
5JPIEJpmorgan Income ETF+0.2%+14.15%加仓
6BSVVanguard Short-term Bond ETF+0.2%+15.38%加仓
7IXUSIshares Core Intl Stock ETF+0.2%+4.01%加仓
8AVREAvantis Real Estate ETF+0.2%+169.11%加仓
9CATCaterpillar INC+0.1%+0.86%加仓
10HONHoneywell International INC+0.1%+210.06%加仓
11MUBIshares National Muni Bond E+0.1%+11.92%加仓
12DFEMDimensional Emrg Mrkt Core+0.1%+7.61%加仓
13COSTCostco Wholesale CORP+0.1%+9.37%加仓
14SPGMState Street Spdr Portfolio+0.1%+15.34%加仓
15LHXL3harris Technologies INC+0.1%+387.11%加仓
16VCSHVanguard S/t CORP Bond ETF+0.1%+6.54%加仓
17AVUVAvantis US Small Cap Value+0.1%+7.18%加仓
18GOOGAlphabet Inc-cl C+0.1%+18.04%加仓
19DIHPDimensional International Hi+0.1%+8.26%加仓
20PWRQuanta Services INC+0.1%-1.22%减仓
21GLDSpdr Gold Shares+0.1%-0.91%减仓
22LNGCheniere Energy INC+0.1%-0.18%减仓
23VTVVanguard Value ETF+0.1%+5.42%加仓
246D8Dupont De Nemours INC+0.1%+15.50%加仓
25ACWIIshares Msci Acwi ETF-0.1%-3.89%减仓
26QQQInvesco Qqq Trust Series 1-0.1%-8.52%减仓
27IBMIntl Business Machines CORP-0.1%+0.05%加仓
28PANWPalo Alto Networks INC-0.1%-14.75%减仓
29DFUSDimensional US Eq Mkt ETF-0.1%-5.77%减仓
30IBHFIshares Ibond 2026 Hy & INC-0.1%-64.89%减仓
31VVisa Inc-class A Shares-0.1%-1.63%减仓
32GOOGLAlphabet Inc-cl A-0.1%-1.33%减仓
33JPMJpmorgan Chase & Co-0.1%-4.65%减仓
34METAMeta Platforms Inc-class A-0.1%+4.56%加仓
35VNQVanguard Real Estate ETF-0.1%-67.51%减仓
36VICIVici Properties INC-0.1%-79.18%减仓
37BRK-BBerkshire Hathaway Inc-cl B-0.1%-10.06%减仓
38NSCNorfolk Southern CORP-0.1%-80.08%减仓
39NVDANvidia CORP-0.1%+1.98%加仓
40NXPINXP Semiconductors N.V.-0.1%-72.06%减仓
41AVGOBroadcom INC-0.1%+1.07%加仓
42CRMSalesforce INC-0.1%+8.69%加仓
43ORCLOracle CORP-0.1%-47.32%减仓
44AMZNAmazon.com INC-0.1%+0.07%加仓
45VTIVanguard Total Stock Mkt ETF-0.2%+1.94%加仓
46LLYEli Lilly & Co-0.2%-2.97%减仓
47SGOVIshares 0-3 Month Treasury B-0.3%-46.17%减仓
48AAPLApple INC-0.3%-2.66%减仓
49VONGVanguard Russell 1000 Growth-0.3%-1.78%减仓
50MSFTMicrosoft CORP-0.6%-2.44%减仓

FAQ

Sequoia Financial Advisors, LLC 是什么机构？属于哪种投资人类型？
Sequoia Financial Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$178.8亿，分布在 1921 个已申报仓位之中。
Sequoia Financial Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sequoia Financial Advisors, LLC 按市值排列的前几大持股为： 1. Vanguard Total Stock Mkt ETF (VTI) — US$12.2亿 (6.8%) 2. Sequoia Global Value ETF (SFGV) — US$10.4亿 (5.8%) 3. Ishares Core Intl Stock ETF (IXUS) — US$5.2亿 (2.9%) 4. Apple INC (AAPL) — US$4.9亿 (2.8%) 5. Nvidia CORP (NVDA) — US$4.7亿 (2.6%)
Sequoia Financial Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sequoia Financial Advisors, LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 28 个既有持股、减仓 22 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Microsoft CORP (MSFT) — 股数 -2.44%; 减仓: Apple INC (AAPL) — 股数 -2.66%; 减仓: Vanguard Russell 1000 Growth (VONG) — 股数 -1.78%; 减仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 -46.17%; 加仓: Sequoia Global Value ETF (SFGV) — 股数 +0.13%
Sequoia Financial Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sequoia Financial Advisors, LLC 的主要板块分布如下： • Information Technology: 37.1% • Financials: 15.1% • Communication Services: 11.7% • Consumer Discretionary: 8.8% • Health Care: 8.4% • Industrials: 7.8%