13F 机构持仓

Sigma Planning Corp

ANN ARBOR MI · SEC CIK 0001449126

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$39.73亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
AAPL 4.2%
NVDA 2.8%
QQQ 2.1%
AMZN 1.8%
SPY 1.5%
IVW 1.5%
DGRO 1.4%
MSFT 1.3%
VOO 1.2%

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
HBAN HUNTINGTON BANCSHARES INC $130.81万0.03%73,282 -371-0.5% -$6,622 减仓
BAPR INNOVATOR ETFS TRUST $130.93万0.03%24,584 1,0324.4% $5.50万 加仓
BHP BHP BILLITON LIMITED $131.93万0.03%15,836 4,92945.2% $41.06万 加仓
— DIMENSIONAL ETF TRUST $132.39万0.03%16,149 400.2% $3,279 加仓
IYF ISHARES TR $133.36万0.03%10,459 -54-0.5% -$6,886 减仓
AIPO TIDAL TRUST II $133.36万0.03%39,918 21,899121.5% $73.16万 加仓
BIIB BIOGEN INC $133.81万0.03%6,193 -1,008-14.0% -$21.78万 减仓
KR KROGER CO $134.09万0.03%24,147 1370.6% $7,608 加仓
RUM RUM GROUP INC $134.87万0.03%212,721 50,02230.7% $31.71万 加仓
IDCC INTERDIGITAL INC $135.33万0.03%4,780 -3,989-45.5% -$112.94万 减仓
ACWI ISHARES TR $135.36万0.03%8,623 -83-1.0% -$1.30万 减仓
CGCV CAPITAL GROUP CONSERVATIVE E $136.51万0.03%41,507 8,61726.2% $28.34万 加仓
— INVESCO EXCHANGE TRADED FD T $136.57万0.03%9,120 9,120— $136.57万 新建仓
B BARRICK MNG CORP $137.98万0.03%37,565 -28,505-43.1% -$104.70万 减仓
VV VANGUARD INDEX FDS $138.20万0.03%4,019 -36-0.9% -$1.24万 减仓
ROCQ J P MORGAN EXCHANGE TRADED F $138.41万0.03%24,004 24,004— $138.41万 新建仓
MAIN MAIN STR CAP CORP $140.08万0.04%27,001 -8,491-23.9% -$44.05万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $140.75万0.04%56,143 56,143— $140.75万 新建仓
CRWV COREWEAVE INC $140.76万0.04%14,141 2,13317.8% $21.23万 加仓
IYH ISHARES TR $140.82万0.04%21,015 -1,753-7.7% -$11.75万 减仓
WEC WEC ENERGY GROUP INC $140.94万0.04%12,070 -302-2.4% -$3.53万 减仓
SOFI SOFI TECHNOLOGIES INC $143.04万0.04%79,778 15,49724.1% $27.79万 加仓
BAI BLACKROCK ETF TRUST $143.16万0.04%27,154 -4,644-14.6% -$24.48万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $143.87万0.04%60,324 7,47214.1% $17.82万 加仓
EBAY EBAY INC. $144.14万0.04%12,899 7,164124.9% $80.06万 加仓
ESS ESSEX PPTY TR INC $144.31万0.04%4,949 731.5% $2.13万 加仓
AVDE AMERICAN CENTY ETF TR $144.62万0.04%16,213 16,213— $144.62万 新建仓
CLSE TRUST FOR PROFESSIONAL MANAG $144.91万0.04%42,453 34,033404.2% $116.17万 加仓
PCAR PACCAR INC $144.93万0.04%12,065 1361.1% $1.63万 加仓
SDY SPDR SERIES TRUST $145.12万0.04%9,536 -346-3.5% -$5.27万 减仓
SPYG SPDR SERIES TRUST $146.28万0.04%12,293 4083.4% $4.85万 加仓
OKE ONEOK INC NEW $146.77万0.04%16,882 3232.0% $2.81万 加仓
AVT AVNET INC $147.78万0.04%16,638 16,638— $147.78万 新建仓
FTQI FIRST TR EXCHANGE TRADED FD $148.13万0.04%67,058 8,46714.5% $18.70万 加仓
— HARTFORD FDS EXCHANGE TRADED $148.44万0.04%37,778 4,10412.2% $16.13万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $148.89万0.04%28,279 4,69019.9% $24.69万 加仓
PSX PHILLIPS 66 $148.98万0.04%8,813 400.5% $6,762 加仓
STRO SUTRO BIOPHARMA INC $149.47万0.04%45,020 32,500259.6% $107.90万 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $149.47万0.04%28,282 28,282— $149.47万 新建仓
PSC PRINCIPAL EXCHANGE TRADED FD $150.83万0.04%21,508 -1,011-4.5% -$7.09万 减仓
VIS VANGUARD WORLD FD $151.03万0.04%4,191 1,46753.9% $52.87万 加仓
ED CONSOLIDATED EDISON INC $151.18万0.04%13,665 -111-0.8% -$1.23万 减仓
UTG REAVES UTIL INCOME FD $151.83万0.04%37,286 1910.5% $7,778 加仓
FGD FIRST TR EXCHANGE-TRADED FD $151.94万0.04%47,496 2,4935.5% $7.98万 加仓
IBB ISHARES TR $152.89万0.04%8,039 -1,992-19.9% -$37.89万 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $153.14万0.04%4,026 51714.7% $19.67万 加仓
BFH BREAD FINANCIAL HOLDINGS INC $153.40万0.04%14,158 -604-4.1% -$6.54万 减仓
GNOV FIRST TR EXCHNG TRADED FD VI $154.18万0.04%36,889 -93-0.3% -$3,887 减仓
FMB FIRST TR EXCH TRADED FD III $154.67万0.04%30,111 -1,570-5.0% -$8.06万 减仓
SPGM SPDR INDEX SHS FDS $155.22万0.04%18,119 -1,550-7.9% -$13.28万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $155.37万0.04%5,713 1,22327.2% $33.26万 加仓
VXF VANGUARD INDEX FDS $155.73万0.04%6,325 1642.7% $4.04万 加仓
BWAY BRAINSWAY LTD $155.77万0.04%100,435 30,07242.7% $46.64万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $156.74万0.04%39,939 -27,411-40.7% -$107.57万 减仓
APLD APPLIED DIGITAL CORP $157.36万0.04%42,189 -3,669-8.0% -$13.69万 减仓
EWZ ISHARES INC $157.70万0.04%45,709 6,67717.1% $23.04万 加仓
QYLD GLOBAL X FDS $158.03万0.04%85,748 2460.3% $4,534 加仓
FPEI FIRST TR EXCH TRADED FD III $158.12万0.04%81,969 14,43821.4% $27.85万 加仓
MGV VANGUARD WORLD FD $158.33万0.04%9,687 -172-1.7% -$2.81万 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $158.36万0.04%11,769 -146-1.2% -$1.96万 减仓
ADP AUTOMATIC DATA PROCESSING IN $158.77万0.04%7,089 79712.7% $17.85万 加仓
MAGS LISTED FDS TR $159.05万0.04%24,736 1,4756.3% $9.48万 加仓
RWJ INVESCO EXCH TRADED FD TR II $160.04万0.04%26,897 -638-2.3% -$3.80万 减仓
CVS CVS HEALTH CORP $161.05万0.04%15,568 5403.6% $5.59万 加仓
SPEM SPDR INDEX SHS FDS $161.54万0.04%31,197 1130.4% $5,851 加仓
CGIB CAPITAL GRP FIXED INCM ETF T $161.86万0.04%63,401 1,1931.9% $3.05万 加仓
RIO RIO TINTO PLC $162.11万0.04%17,077 2461.5% $2.34万 加仓
QGRW WISDOMTREE TR $162.29万0.04%24,578 24,578— $162.29万 新建仓
IREN IREN LIMITED $162.33万0.04%35,498 -2,481-6.5% -$11.35万 减仓
WTV WISDOMTREE TR $162.56万0.04%15,981 -422-2.6% -$4.29万 减仓
IGEB ISHARES TR $163.67万0.04%36,282 -187-0.5% -$8,436 减仓
CIFR CIPHER DIGITAL INC $165.44万0.04%67,527 -7,738-10.3% -$18.96万 减仓
IXN ISHARES TR $165.73万0.04%11,470 2,24924.4% $32.49万 加仓
FSTA FIDELITY COVINGTON TRUST $167.25万0.04%31,832 -7,097-18.2% -$37.29万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $167.26万0.04%8,113 2693.4% $5.55万 加仓
XONE BONDBLOXX ETF TRUST $167.65万0.04%33,958 3,52311.6% $17.39万 加仓
ADM ARCHER DANIELS MIDLAND CO $168.08万0.04%22,000 520.2% $3,973 加仓
IETC ISHARES U S ETF TR $168.33万0.04%15,680 2,08815.4% $22.41万 加仓
EFG ISHARES TR $168.55万0.04%13,546 5,45067.3% $67.81万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $168.67万0.04%10,008 10,008— $168.67万 新建仓
GRPM INVESCO EXCHANGE TRADED FD T $168.91万0.04%12,977 1,1429.6% $14.86万 加仓
TMO THERMO FISHER SCIENTIFIC INC $169.14万0.04%3,374 -54-1.6% -$2.71万 减仓
MLI MUELLER INDS INC $169.34万0.04%13,775 -1,035-7.0% -$12.72万 减仓
KMI KINDER MORGAN INC DEL $169.59万0.04%53,047 5,39511.3% $17.25万 加仓
ILCG ISHARES TR $170.07万0.04%14,534 200.1% $2,340 加仓
DIS DISNEY WALT CO $170.23万0.04%17,667 -2,186-11.0% -$21.06万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $172.09万0.04%58,535 10,28721.3% $30.24万 加仓
BX BLACKSTONE INC $172.10万0.04%14,626 -10-0.1% -$1,177 减仓
ROK ROCKWELL AUTOMATION INC $172.97万0.04%3,494 210.6% $1.04万 加仓
SRLN SSGA ACTIVE ETF TR $173.16万0.04%42,978 1,6594.0% $6.68万 加仓
SPDW SPDR INDEX SHS FDS $174.85万0.04%34,698 4591.3% $2.31万 加仓
GILD GILEAD SCIENCES INC $176.78万0.04%13,992 -6,286-31.0% -$79.42万 减仓
DOC HEALTHPEAK PROPERTIES INC $177.45万0.04%82,922 -529-0.6% -$1.13万 减仓
IJJ ISHARES TR $177.81万0.04%12,036 -588-4.7% -$8.69万 减仓
— GLOBAL X FDS $179.79万0.05%42,994 1,6033.9% $6.70万 加仓
FE FIRSTENERGY CORP $180.12万0.05%37,888 -425-1.1% -$2.02万 减仓
DGRW WISDOMTREE TR $180.62万0.05%18,889 5493.0% $5.25万 加仓
NBIS NEBIUS GROUP N.V. $180.95万0.05%6,552 2,46060.1% $67.94万 加仓
VICI VICI PPTYS INC $181.22万0.05%68,257 9,19815.6% $24.42万 加仓
SLQD ISHARES TR $181.97万0.05%36,127 5,81919.2% $29.31万 加仓