Sigma Planning Corp
ANN ARBOR MI · SEC CIK 0001449126
$36.00亿2026Q1 申报市值
1,309持仓数
23.6%前十大占比 · 第一大 5.4%
125 / 103新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GARP 重新持有+$804.90万
IDEF 新建仓+$620.71万
CGDV 加仓+$557.43万
ILCV 新建仓+$494.73万
BOND 加仓+$480.03万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$962.22万
IGIB 减仓-$666.22万
GLD 减仓-$532.31万
BNDX 减仓-$452.76万
GJAN 清仓-$420.43万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KGC | KINROSS GOLD CORP | $145.17万 | 0.04% | 47,567 | 10,540 | 28.5% | $32.17万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $145.71万 | 0.04% | 37,095 | 147 | 0.4% | $5,774 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $145.82万 | 0.04% | 31,084 | 16,415 | 111.9% | $77.00万 | 加仓 |
| HPQ | HP INC | $145.90万 | 0.04% | 75,949 | 67,614 | 811.2% | $129.89万 | 重新持有 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $146.61万 | 0.04% | 40,763 | 10,553 | 34.9% | $37.96万 | 加仓 |
| QYLD | GLOBAL X FDS | $146.64万 | 0.04% | 85,502 | -458 | -0.5% | -$7,855 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $147.04万 | 0.04% | 19,342 | 1,140 | 6.3% | $8.67万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $147.95万 | 0.04% | 38,507 | 2,780 | 7.8% | $10.68万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $148.91万 | 0.04% | 19,669 | 10,131 | 106.2% | $76.70万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $149.24万 | 0.04% | 47,198 | 6,352 | 15.6% | $20.08万 | 加仓 |
| APH | AMPHENOL CORP | $149.41万 | 0.04% | 11,825 | 5,466 | 86.0% | $69.07万 | 加仓 |
| AMCR | AMCOR PLC | $149.46万 | 0.04% | 37,599 | 37,599 | — | $149.46万 | 新建仓 |
| OKE | ONEOK INC NEW | $149.68万 | 0.04% | 16,559 | 246 | 1.5% | $2.22万 | 加仓 |
| EWZ | ISHARES INC | $149.85万 | 0.04% | 39,032 | 4,643 | 13.5% | $17.82万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $150.72万 | 0.04% | 30,435 | 1,012 | 3.4% | $5.01万 | 加仓 |
| ATI | ATI INC | $152.98万 | 0.04% | 10,517 | 10,517 | — | $152.98万 | 新建仓 |
| SLQD | ISHARES TR | $153.03万 | 0.04% | 30,308 | 893 | 3.0% | $4.51万 | 加仓 |
| WTV | WISDOMTREE TR | $155.39万 | 0.04% | 16,403 | -473 | -2.8% | -$4.48万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $155.47万 | 0.04% | 2,012 | 1,238 | 159.9% | $95.66万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $155.72万 | 0.04% | 16,321 | 16,321 | — | $155.72万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $155.92万 | 0.04% | 13,776 | 53 | 0.4% | $5,998 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $156.30万 | 0.04% | 34,239 | 15,389 | 81.6% | $70.25万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $156.98万 | 0.04% | 62,208 | 8,934 | 16.8% | $22.54万 | 加仓 |
| RIO | RIO TINTO PLC | $157.01万 | 0.04% | 16,831 | 14,193 | 538.0% | $132.40万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $157.12万 | 0.04% | 14,793 | 1,388 | 10.4% | $14.74万 | 加仓 |
| COHR | COHERENT CORP | $157.34万 | 0.04% | 6,605 | 1,455 | 28.3% | $34.66万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $159.54万 | 0.04% | 21,948 | -756 | -3.3% | -$5.50万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $159.78万 | 0.04% | 47,652 | -5,175 | -9.8% | -$17.35万 | 减仓 |
| PSX | PHILLIPS 66 | $159.83万 | 0.04% | 8,773 | -1,185 | -11.9% | -$21.59万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $160.02万 | 0.04% | 67,747 | 407 | 0.6% | $9,613 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $160.22万 | 0.04% | 4,899 | 2,129 | 76.9% | $69.63万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $160.50万 | 0.04% | 31,681 | -495 | -1.5% | -$2.51万 | 减仓 |
| DGRW | WISDOMTREE TR | $161.10万 | 0.04% | 18,340 | 189 | 1.0% | $1.66万 | 加仓 |
| PAVE | GLOBAL X FDS | $161.19万 | 0.04% | 31,724 | 402 | 1.3% | $2.04万 | 加仓 |
| VICI | VICI PPTYS INC | $161.35万 | 0.04% | 59,059 | 39,680 | 204.8% | $108.41万 | 加仓 |
| CSX | CSX CORP | $163.27万 | 0.05% | 39,774 | -2,114 | -5.0% | -$8.68万 | 减仓 |
| — | GLOBAL X FDS | $163.74万 | 0.05% | 41,391 | 4,597 | 12.5% | $18.19万 | 加仓 |
| MLI | MUELLER INDS INC | $164.10万 | 0.05% | 14,810 | 10,846 | 273.6% | $120.17万 | 加仓 |
| IGEB | ISHARES TR | $164.33万 | 0.05% | 36,469 | 15,312 | 72.4% | $69.00万 | 加仓 |
| C | CITIGROUP INC | $164.62万 | 0.05% | 14,516 | 446 | 3.2% | $5.06万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $165.86万 | 0.05% | 41,319 | -12,737 | -23.6% | -$51.13万 | 减仓 |
| AZN | ASTRAZENECA PLC | $166.34万 | 0.05% | 8,434 | 8,434 | — | $166.34万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $166.81万 | 0.05% | 40,875 | 2,656 | 6.9% | $10.84万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $166.90万 | 0.05% | 7,297 | 2,513 | 52.5% | $57.48万 | 加仓 |
| NEM | NEWMONT CORP | $166.91万 | 0.05% | 15,419 | -5,756 | -27.2% | -$62.31万 | 减仓 |
| IJJ | ISHARES TR | $167.26万 | 0.05% | 12,624 | -6,455 | -33.8% | -$85.53万 | 减仓 |
| BX | BLACKSTONE INC | $168.30万 | 0.05% | 14,636 | -1,959 | -11.8% | -$22.53万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $168.49万 | 0.05% | 3,428 | -68 | -1.9% | -$3.34万 | 减仓 |
| IBB | ISHARES TR | $169.37万 | 0.05% | 10,031 | 3,766 | 60.1% | $63.59万 | 加仓 |
| WELL | WELLTOWER INC | $169.52万 | 0.05% | 8,574 | 3,710 | 76.3% | $73.35万 | 加仓 |
| INTC | INTEL CORP | $169.77万 | 0.05% | 38,471 | -19,592 | -33.7% | -$86.46万 | 减仓 |
| TDW | TIDEWATER INC NEW | $170.58万 | 0.05% | 20,416 | 20,416 | — | $170.58万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $170.69万 | 0.05% | 6,073 | 6,073 | — | $170.69万 | 新建仓 |
| ITT | ITT INC | $170.78万 | 0.05% | 8,963 | 1,520 | 20.4% | $28.96万 | 加仓 |
| TLH | ISHARES TR | $171.08万 | 0.05% | 16,986 | -294 | -1.7% | -$2.96万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $171.43万 | 0.05% | 33,614 | -4,687 | -12.2% | -$23.90万 | 减仓 |
| KR | KROGER CO | $173.73万 | 0.05% | 24,010 | -1,728 | -6.7% | -$12.50万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $174.06万 | 0.05% | 18,521 | 10,501 | 130.9% | $98.69万 | 加仓 |
| VTR | VENTAS INC | $175.59万 | 0.05% | 21,471 | 4,456 | 26.2% | $36.44万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $176.60万 | 0.05% | 112,343 | 112,343 | — | $176.60万 | 新建仓 |
| MCK | MCKESSON CORP | $177.92万 | 0.05% | 2,056 | -82 | -3.8% | -$7.10万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $178.75万 | 0.05% | 39,854 | 4,698 | 13.4% | $21.07万 | 加仓 |
| GLDM | WORLD GOLD TR | $179.48万 | 0.05% | 19,363 | 9,486 | 96.0% | $87.93万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $179.60万 | 0.05% | 23,465 | 76 | 0.3% | $5,817 | 加仓 |
| IBHI | ISHARES TR | $180.11万 | 0.05% | 77,357 | 20,535 | 36.1% | $47.81万 | 加仓 |
| XPO | XPO INC | $180.43万 | 0.05% | 9,274 | -411 | -4.2% | -$8.00万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $180.73万 | 0.05% | 29,473 | -39,698 | -57.4% | -$243.43万 | 减仓 |
| FAST | FASTENAL CO | $181.14万 | 0.05% | 39,039 | 9,331 | 31.4% | $43.30万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $183.15万 | 0.05% | 14,917 | -1,271 | -7.9% | -$15.60万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $183.24万 | 0.05% | 18,992 | 2,550 | 15.5% | $24.60万 | 加仓 |
| TJX | TJX COS INC NEW | $183.43万 | 0.05% | 11,486 | 946 | 9.0% | $15.11万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $183.54万 | 0.05% | 11,183 | -1,907 | -14.6% | -$31.30万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $183.88万 | 0.05% | 24,385 | 140 | 0.6% | $1.06万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $185.67万 | 0.05% | 47,029 | 7,091 | 17.8% | $28.00万 | 加仓 |
| IWO | ISHARES TR | $185.75万 | 0.05% | 5,919 | -37 | -0.6% | -$1.16万 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $185.79万 | 0.05% | 66,807 | 2,370 | 3.7% | $6.59万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $186.57万 | 0.05% | 18,683 | -537 | -2.8% | -$5.36万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $186.86万 | 0.05% | 38,244 | -1,518 | -3.8% | -$7.42万 | 减仓 |
| FIX | COMFORT SYS USA INC | $187.71万 | 0.05% | 1,361 | 494 | 57.0% | $68.13万 | 加仓 |
| SBUX | STARBUCKS CORP | $187.85万 | 0.05% | 20,968 | 232 | 1.1% | $2.08万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $187.97万 | 0.05% | 35,492 | -1,148 | -3.1% | -$6.08万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $188.83万 | 0.05% | 31,244 | -106 | -0.3% | -$6,406 | 减仓 |
| FSLY | FASTLY INC | $189.05万 | 0.05% | 65,057 | 65,057 | — | $189.05万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $189.70万 | 0.05% | 6,793 | 72 | 1.1% | $2.01万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $189.71万 | 0.05% | 11,026 | 8,744 | 383.2% | $150.45万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $190.03万 | 0.05% | 23,589 | 14,153 | 150.0% | $114.02万 | 加仓 |
| NKE | NIKE INC | $190.66万 | 0.05% | 36,093 | 4,026 | 12.6% | $21.27万 | 加仓 |
| — | ADVISORSHARES TR | $190.79万 | 0.05% | 29,460 | 10,484 | 55.2% | $67.90万 | 加仓 |
| DIS | DISNEY WALT CO | $191.35万 | 0.05% | 19,853 | -7,960 | -28.6% | -$76.72万 | 减仓 |
| FE | FIRSTENERGY CORP | $194.09万 | 0.05% | 38,313 | -2,385 | -5.9% | -$12.08万 | 减仓 |
| XBI | SPDR SERIES TRUST | $194.19万 | 0.05% | 15,203 | -5,285 | -25.8% | -$67.51万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $194.86万 | 0.05% | 15,192 | -738 | -4.6% | -$9.47万 | 减仓 |
| VPU | VANGUARD WORLD FD | $194.88万 | 0.05% | 9,835 | -18,934 | -65.8% | -$375.17万 | 减仓 |
| NOW | SERVICENOW INC | $196.18万 | 0.05% | 18,765 | 2,694 | 16.8% | $28.17万 | 加仓 |
| FDX | FEDEX CORP | $196.91万 | 0.05% | 5,528 | -110 | -2.0% | -$3.92万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $199.68万 | 0.06% | 15,999 | -40 | -0.2% | -$4,992 | 减仓 |
| HL | HECLA MINING COMPANY | $199.77万 | 0.06% | 107,229 | 85,583 | 395.4% | $159.44万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $200.08万 | 0.06% | 22,197 | 3,266 | 17.3% | $29.44万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $200.31万 | 0.06% | 21,700 | 2,804 | 14.8% | $25.88万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $200.33万 | 0.06% | 66,623 | -9,384 | -12.3% | -$28.22万 | 减仓 |