Sigma Planning Corp
ANN ARBOR MI · SEC CIK 0001449126
$39.73亿2026Q2 申报市值
1,404持仓数
23.1%前十大占比 · 第一大 5.3%
166 / 89新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FNDB 新建仓+$806.86万
QQQM 加仓+$759.46万
QQQ 加仓+$743.65万
JEPQ 加仓+$671.54万
SCHZ 新建仓+$610.00万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1,737.54万
AMZN 减仓-$1,215.15万
IVV 减仓-$1,189.09万
GARP 减仓-$1,014.98万
AAPL 减仓-$928.87万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.12亿 | 5.33% | 282,773 | -15,878 | -5.3% | -$1,189.09万 | 减仓 |
| AAPL | APPLE INC | $1.68亿 | 4.22% | 579,763 | -32,101 | -5.2% | -$928.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.11亿 | 2.78% | 552,864 | -86,838 | -13.6% | -$1,737.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,522.47万 | 2.15% | 115,727 | 10,098 | 9.6% | $743.65万 | 加仓 |
| AMZN | AMAZON COM INC | $7,109.32万 | 1.79% | 298,285 | -50,984 | -14.6% | -$1,215.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,019.05万 | 1.52% | 80,585 | -5,446 | -6.3% | -$406.77万 | 减仓 |
| IVW | ISHARES TR | $5,881.92万 | 1.48% | 427,683 | -4,663 | -1.1% | -$64.13万 | 减仓 |
| DGRO | ISHARES TR | $5,467.83万 | 1.38% | 721,444 | 75 | 0.0% | $5,684 | 加仓 |
| MSFT | MICROSOFT CORP | $5,009.12万 | 1.26% | 134,286 | -775 | -0.6% | -$28.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,920.43万 | 1.24% | 71,642 | -8,607 | -10.7% | -$591.14万 | 减仓 |
| GOOG | ALPHABET INC | $4,836.60万 | 1.22% | 136,886 | -549 | -0.4% | -$19.40万 | 减仓 |
| LQD | ISHARES TR | $3,663.71万 | 0.92% | 335,905 | -5,403 | -1.6% | -$58.93万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,266.39万 | 0.82% | 965,245 | 21,815 | 2.3% | $73.82万 | 加仓 |
| GOOGL | ALPHABET INC | $3,071.18万 | 0.77% | 85,938 | 7,047 | 8.9% | $251.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,930.19万 | 0.74% | 924,059 | 54,192 | 6.2% | $171.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,903.74万 | 0.73% | 25,156 | -6,457 | -20.4% | -$745.33万 | 减仓 |
| CAT | CATERPILLAR INC | $2,682.42万 | 0.68% | 25,189 | 2,733 | 12.2% | $291.04万 | 加仓 |
| SHY | ISHARES TR | $2,629.93万 | 0.66% | 320,294 | 17,006 | 5.6% | $139.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,532.30万 | 0.64% | 68,433 | 11,288 | 19.8% | $417.70万 | 加仓 |
| AVGO | BROADCOM INC | $2,421.75万 | 0.61% | 64,110 | -13,263 | -17.1% | -$501.01万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,290.34万 | 0.58% | 464,598 | 52,770 | 12.8% | $260.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,236.69万 | 0.56% | 38,503 | -1,154 | -2.9% | -$67.04万 | 减仓 |
| IVE | ISHARES TR | $2,180.36万 | 0.55% | 96,026 | -11,893 | -11.0% | -$270.04万 | 减仓 |
| IJH | ISHARES TR | $2,154.53万 | 0.54% | 279,409 | -73,953 | -20.9% | -$570.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,124.99万 | 0.53% | 42,467 | 2,634 | 6.6% | $131.80万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,049.37万 | 0.52% | 252,822 | -6,230 | -2.4% | -$50.50万 | 减仓 |
| META | META PLATFORMS INC | $2,036.13万 | 0.51% | 36,147 | -3,232 | -8.2% | -$182.06万 | 减仓 |
| IJR | ISHARES TR | $2,002.22万 | 0.50% | 135,003 | -39,254 | -22.5% | -$582.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,790.94万 | 0.45% | 54,714 | 181 | 0.3% | $5.92万 | 加仓 |
| LLY | ELI LILLY & CO | $1,762.72万 | 0.44% | 14,696 | -3,624 | -19.8% | -$434.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,743.60万 | 0.44% | 22,848 | 3,878 | 20.4% | $295.94万 | 加仓 |
| TSLA | TESLA INC | $1,709.34万 | 0.43% | 40,640 | -1,401 | -3.3% | -$58.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,665.89万 | 0.42% | 220,618 | -5,229 | -2.3% | -$39.48万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,648.84万 | 0.42% | 86,544 | -10,466 | -10.8% | -$199.40万 | 减仓 |
| GLD | SPDR GOLD TR | $1,623.47万 | 0.41% | 44,071 | -2,546 | -5.5% | -$93.79万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,618.62万 | 0.41% | 24,678 | 274 | 1.1% | $17.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,575.36万 | 0.40% | 62,029 | 5,738 | 10.2% | $145.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,542.99万 | 0.39% | 70,802 | -1,413 | -2.0% | -$30.79万 | 减仓 |
| IDV | ISHARES TR | $1,528.48万 | 0.38% | 368,931 | 4,179 | 1.1% | $17.31万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,494.29万 | 0.38% | 507,745 | -15,203 | -2.9% | -$44.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,471.49万 | 0.37% | 15,730 | 892 | 6.0% | $83.44万 | 加仓 |
| FLOT | ISHARES TR | $1,464.23万 | 0.37% | 286,822 | -21,982 | -7.1% | -$112.22万 | 减仓 |
| COWZ | PACER FDS TR | $1,429.85万 | 0.36% | 229,879 | -6,429 | -2.7% | -$39.99万 | 减仓 |
| ABBV | ABBVIE INC | $1,408.84万 | 0.35% | 55,986 | -840 | -1.5% | -$21.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,375.69万 | 0.35% | 82,993 | 6,998 | 9.2% | $116.00万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,372.92万 | 0.35% | 318,247 | 17,549 | 5.8% | $75.71万 | 加仓 |
| WMT | WALMART INC | $1,333.46万 | 0.34% | 117,735 | 1,555 | 1.3% | $17.61万 | 加仓 |
| IMCG | ISHARES TR | $1,287.56万 | 0.32% | 130,983 | 1,096 | 0.8% | $10.77万 | 加仓 |
| IGSB | ISHARES TR | $1,280.49万 | 0.32% | 244,321 | 5,210 | 2.2% | $27.31万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,260.62万 | 0.32% | 345,093 | -4,635 | -1.3% | -$16.93万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,246.08万 | 0.31% | 58,565 | -639 | -1.1% | -$13.60万 | 减仓 |
| HD | HOME DEPOT INC | $1,239.68万 | 0.31% | 35,150 | -479 | -1.3% | -$16.89万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,231.96万 | 0.31% | 40,643 | 6,391 | 18.7% | $193.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,199.04万 | 0.30% | 148,820 | 33,720 | 29.3% | $271.68万 | 加仓 |
| V | VISA INC | $1,195.06万 | 0.30% | 34,832 | 1,706 | 5.2% | $58.53万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,182.71万 | 0.30% | 39,037 | 25,067 | 179.4% | $759.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,181.29万 | 0.30% | 165,795 | -18,435 | -10.0% | -$131.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,164.69万 | 0.29% | 41,417 | -1,260 | -3.0% | -$35.43万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,140.51万 | 0.29% | 148,697 | 10,366 | 7.5% | $79.51万 | 加仓 |
| IUSV | ISHARES TR | $1,132.52万 | 0.29% | 102,816 | 1,976 | 2.0% | $21.77万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,129.78万 | 0.28% | 183,824 | 109,265 | 146.5% | $671.54万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,119.67万 | 0.28% | 93,680 | 4,176 | 4.7% | $49.91万 | 加仓 |
| IGIB | ISHARES TR | $1,112.96万 | 0.28% | 209,320 | 7,826 | 3.9% | $41.61万 | 加仓 |
| — | EXXON MOBIL CORP | $1,095.36万 | 0.28% | 80,117 | -4,705 | -5.5% | -$64.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,075.05万 | 0.27% | 45,434 | -4,045 | -8.2% | -$95.71万 | 减仓 |
| AGG | ISHARES TR | $1,045.02万 | 0.26% | 105,579 | -82,140 | -43.8% | -$813.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,034.87万 | 0.26% | 120,138 | 8,202 | 7.3% | $70.65万 | 加仓 |
| USIG | ISHARES TR | $1,021.31万 | 0.26% | 199,125 | 4,239 | 2.2% | $21.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,013.84万 | 0.26% | 21,225 | -6,227 | -22.7% | -$297.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $994.93万 | 0.25% | 113,356 | 2,745 | 2.5% | $24.09万 | 加仓 |
| QUAL | ISHARES TR | $975.18万 | 0.25% | 44,442 | -4,374 | -9.0% | -$95.98万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $959.59万 | 0.24% | 76,915 | 46,494 | 152.8% | $580.06万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $942.89万 | 0.24% | 58,369 | 2,524 | 4.5% | $40.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $912.66万 | 0.23% | 78,226 | -10,749 | -12.1% | -$125.41万 | 减仓 |
| IJT | ISHARES TR | $909.21万 | 0.23% | 50,908 | -971 | -1.9% | -$17.34万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $897.89万 | 0.23% | 67,384 | 10,108 | 17.6% | $134.69万 | 加仓 |
| IEFA | ISHARES TR | $887.15万 | 0.22% | 91,857 | -46,963 | -33.8% | -$453.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $884.40万 | 0.22% | 8,745 | -18 | -0.2% | -$1.82万 | 减仓 |
| — | TIDAL TRUST II | $883.02万 | 0.22% | 196,946 | 1,505 | 0.8% | $6.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $871.82万 | 0.22% | 12,058 | -1,823 | -13.1% | -$131.81万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $868.87万 | 0.22% | 109,942 | 3,146 | 2.9% | $24.86万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $864.50万 | 0.22% | 30,272 | -2,330 | -7.1% | -$66.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $860.55万 | 0.22% | 19,859 | -2,114 | -9.6% | -$91.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $854.98万 | 0.22% | 58,305 | 676 | 1.2% | $9.91万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $853.52万 | 0.21% | 46,079 | 5,034 | 12.3% | $93.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $851.40万 | 0.21% | 38,200 | -1,617 | -4.1% | -$36.04万 | 减仓 |
| SLV | ISHARES SILVER TR | $849.68万 | 0.21% | 158,908 | -1,863 | -1.2% | -$9.96万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $845.23万 | 0.21% | 81,887 | 926 | 1.1% | $9.56万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $838.08万 | 0.21% | 157,801 | 22,979 | 17.0% | $122.04万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $835.73万 | 0.21% | 184,324 | -4,628 | -2.4% | -$20.98万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $828.02万 | 0.21% | 175,411 | 17,078 | 10.8% | $80.62万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $806.86万 | 0.20% | 264,893 | 264,893 | — | $806.86万 | 新建仓 |
| PSFF | PACER FDS TR | $806.80万 | 0.20% | 235,149 | -3,145 | -1.3% | -$10.79万 | 减仓 |
| IOO | ISHARES TR | $805.23万 | 0.20% | 58,948 | -1,054 | -1.8% | -$14.40万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $798.37万 | 0.20% | 175,486 | 4,834 | 2.8% | $21.99万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $797.23万 | 0.20% | 235,381 | 22,521 | 10.6% | $76.28万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $792.28万 | 0.20% | 187,124 | -4,569 | -2.4% | -$19.35万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $789.34万 | 0.20% | 68,710 | 9,886 | 16.8% | $113.57万 | 加仓 |
| IJS | ISHARES TR | $787.53万 | 0.20% | 57,619 | 1,144 | 2.0% | $15.64万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $782.55万 | 0.20% | 87,095 | 10,115 | 13.1% | $90.88万 | 加仓 |