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 |
|---|---|---|---|---|---|---|---|---|
| ILDR | FIRST TR EXCHNG TRADED FD VI | $200.57万 | 0.06% | 67,350 | 26,110 | 63.3% | $77.76万 | 加仓 |
| GFI | GOLD FIELDS LTD | $201.47万 | 0.06% | 44,377 | -11,030 | -19.9% | -$50.08万 | 减仓 |
| MPC | MARATHON PETE CORP | $202.01万 | 0.06% | 8,273 | -227 | -2.7% | -$5.54万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $203.72万 | 0.06% | 38,929 | 7,380 | 23.4% | $38.62万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $206.23万 | 0.06% | 47,234 | -4,027 | -7.9% | -$17.58万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $208.43万 | 0.06% | 84,214 | 25,570 | 43.6% | $63.29万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $209.20万 | 0.06% | 70,940 | -732 | -1.0% | -$2.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $210.70万 | 0.06% | 28,950 | -309 | -1.1% | -$2.25万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $211.46万 | 0.06% | 38,280 | 512 | 1.4% | $2.83万 | 加仓 |
| COP | CONOCOPHILLIPS | $212.02万 | 0.06% | 16,062 | 94 | 0.6% | $1.24万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $213.53万 | 0.06% | 114,428 | 4,047 | 3.7% | $7.55万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $214.39万 | 0.06% | 9,161 | 365 | 4.1% | $8.54万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $218.93万 | 0.06% | 98,305 | 24,615 | 33.4% | $54.82万 | 加仓 |
| PFXF | VANECK ETF TRUST | $219.03万 | 0.06% | 124,872 | 3,102 | 2.5% | $5.44万 | 加仓 |
| GIS | GENERAL MILLS INC | $220.67万 | 0.06% | 59,287 | 19,634 | 49.5% | $73.08万 | 加仓 |
| DTM | DT MIDSTREAM INC | $221.09万 | 0.06% | 16,415 | -398 | -2.4% | -$5.36万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $221.80万 | 0.06% | 20,007 | -918 | -4.4% | -$10.18万 | 减仓 |
| IUSB | ISHARES TR | $225.11万 | 0.06% | 48,736 | 1,733 | 3.7% | $8.00万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $226.76万 | 0.06% | 60,085 | -2,945 | -4.7% | -$11.11万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $227.09万 | 0.06% | 10,747 | 1,286 | 13.6% | $27.17万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $229.68万 | 0.06% | 46,315 | -40,282 | -46.5% | -$199.76万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $232.33万 | 0.06% | 39,687 | 6,808 | 20.7% | $39.85万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $233.66万 | 0.06% | 49,161 | 2,996 | 6.5% | $14.24万 | 加仓 |
| ET | ENERGY TRANSFER L P | $235.95万 | 0.07% | 122,253 | -366 | -0.3% | -$7,064 | 减仓 |
| SHOP | SHOPIFY INC | $237.71万 | 0.07% | 20,040 | -6,613 | -24.8% | -$78.44万 | 减仓 |
| IUSG | ISHARES TR | $238.54万 | 0.07% | 15,379 | -232 | -1.5% | -$3.60万 | 减仓 |
| TBIL | RBB FD INC | $238.60万 | 0.07% | 47,854 | -4,576 | -8.7% | -$22.82万 | 减仓 |
| ENB | ENBRIDGE INC | $238.73万 | 0.07% | 44,094 | -3,712 | -7.8% | -$20.10万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $239.17万 | 0.07% | 12,822 | 560 | 4.6% | $10.45万 | 加仓 |
| KLAC | KLA CORP | $239.33万 | 0.07% | 1,625 | 270 | 19.9% | $39.77万 | 加仓 |
| — | TIDAL TRUST II | $241.57万 | 0.07% | 116,382 | 105,468 | 966.4% | $218.91万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $245.83万 | 0.07% | 28,705 | -1,652 | -5.4% | -$14.15万 | 减仓 |
| MMM | 3M CO | $248.02万 | 0.07% | 17,078 | -744 | -4.2% | -$10.81万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $250.98万 | 0.07% | 9,753 | 3,013 | 44.7% | $77.54万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $252.41万 | 0.07% | 50,512 | -1,066 | -2.1% | -$5.33万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $252.78万 | 0.07% | 207,539 | 73,847 | 55.2% | $89.95万 | 加仓 |
| TXN | TEXAS INSTRS INC | $252.81万 | 0.07% | 13,022 | -311 | -2.3% | -$6.04万 | 减仓 |
| EFV | ISHARES TR | $254.87万 | 0.07% | 34,280 | -1,428 | -4.0% | -$10.62万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $257.11万 | 0.07% | 63,421 | 1,688 | 2.7% | $6.84万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $258.05万 | 0.07% | 43,685 | 677 | 1.6% | $4.00万 | 加仓 |
| IYY | ISHARES TR | $258.61万 | 0.07% | 16,321 | 5,453 | 50.2% | $86.40万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $260.43万 | 0.07% | 57,808 | 9,219 | 19.0% | $41.53万 | 加仓 |
| ANGL | VANECK ETF TRUST | $260.71万 | 0.07% | 90,777 | 4,021 | 4.6% | $11.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $261.38万 | 0.07% | 41,854 | -79 | -0.2% | -$4,934 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $263.28万 | 0.07% | 16,422 | -4,185 | -20.3% | -$67.10万 | 减仓 |
| QDPL | PACER FDS TR | $263.86万 | 0.07% | 65,738 | -20,074 | -23.4% | -$80.57万 | 减仓 |
| IDCC | INTERDIGITAL INC | $264.83万 | 0.07% | 8,769 | 448 | 5.4% | $13.53万 | 加仓 |
| VDE | VANGUARD WORLD FD | $265.11万 | 0.07% | 15,321 | 2,045 | 15.4% | $35.39万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $266.51万 | 0.07% | 153,874 | -962 | -0.6% | -$1.67万 | 减仓 |
| CMS | CMS ENERGY CORP | $266.66万 | 0.07% | 34,372 | 951 | 2.8% | $7.38万 | 加仓 |
| SYK | STRYKER CORPORATION | $267.38万 | 0.07% | 8,137 | -36 | -0.4% | -$1.18万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $268.64万 | 0.07% | 51,731 | -823 | -1.6% | -$4.27万 | 减仓 |
| QCOM | QUALCOMM INC | $268.94万 | 0.07% | 20,883 | -1,662 | -7.4% | -$21.40万 | 减仓 |
| B | BARRICK MNG CORP | $269.50万 | 0.07% | 66,070 | -2,074 | -3.0% | -$8.46万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $269.91万 | 0.07% | 14,795 | -3,211 | -17.8% | -$58.58万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $270.25万 | 0.08% | 38,410 | 240 | 0.6% | $1.69万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $272.42万 | 0.08% | 54,539 | -600 | -1.1% | -$3.00万 | 减仓 |
| SPYI | NEOS ETF TRUST | $272.69万 | 0.08% | 55,233 | 14,612 | 36.0% | $72.14万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $273.15万 | 0.08% | 7,959 | -21 | -0.3% | -$7,207 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $274.18万 | 0.08% | 61,324 | 606 | 1.0% | $2.71万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $276.68万 | 0.08% | 74,377 | 5,573 | 8.1% | $20.73万 | 加仓 |
| NOBL | PROSHARES TR | $280.12万 | 0.08% | 26,423 | -848 | -3.1% | -$8.99万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $282.62万 | 0.08% | 20,278 | -7,783 | -27.7% | -$108.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $283.64万 | 0.08% | 17,154 | -689 | -3.9% | -$11.39万 | 减仓 |
| IWV | ISHARES TR | $284.82万 | 0.08% | 7,684 | 2,085 | 37.2% | $77.28万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $284.91万 | 0.08% | 73,859 | -43,766 | -37.2% | -$168.83万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $284.93万 | 0.08% | 158,119 | -5,358 | -3.3% | -$9.66万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $291.60万 | 0.08% | 53,455 | -5,173 | -8.8% | -$28.22万 | 减仓 |
| IJK | ISHARES TR | $292.26万 | 0.08% | 29,046 | -1,458 | -4.8% | -$14.67万 | 减仓 |
| CLS | CELESTICA INC | $292.83万 | 0.08% | 10,396 | -3,511 | -25.2% | -$98.90万 | 减仓 |
| OEF | ISHARES TR | $294.67万 | 0.08% | 9,264 | -1,266 | -12.0% | -$40.27万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $295.91万 | 0.08% | 86,916 | 834 | 1.0% | $2.84万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $296.78万 | 0.08% | 20,465 | -1,038 | -4.8% | -$15.05万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $302.23万 | 0.08% | 30,938 | -99 | -0.3% | -$9,671 | 减仓 |
| KHC | KRAFT HEINZ CO | $304.63万 | 0.08% | 135,452 | 42,411 | 45.6% | $95.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $306.33万 | 0.09% | 149,110 | -1,225 | -0.8% | -$2.52万 | 减仓 |
| CLX | CLOROX CO DEL | $307.26万 | 0.09% | 29,650 | 10,522 | 55.0% | $109.04万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $307.72万 | 0.09% | 62,891 | -3,159 | -4.8% | -$15.46万 | 减仓 |
| STIP | ISHARES TR | $308.07万 | 0.09% | 29,786 | -1,273 | -4.1% | -$13.17万 | 减仓 |
| AMLP | ALPS ETF TR | $311.85万 | 0.09% | 59,243 | 1,850 | 3.2% | $9.74万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $312.96万 | 0.09% | 10,605 | 106 | 1.0% | $3.13万 | 加仓 |
| MGK | VANGUARD WORLD FD | $313.40万 | 0.09% | 8,529 | 3,003 | 54.3% | $110.35万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $314.61万 | 0.09% | 5,101 | 138 | 2.8% | $8.51万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $319.03万 | 0.09% | 63,374 | 1,659 | 2.7% | $8.35万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $320.06万 | 0.09% | 63,240 | -1,389 | -2.1% | -$7.03万 | 减仓 |
| — | EA SERIES TRUST | $320.78万 | 0.09% | 69,993 | 69,993 | — | $320.78万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $322.92万 | 0.09% | 23,834 | 18,809 | 374.3% | $254.84万 | 重新持有 |
| IWR | ISHARES TR | $323.81万 | 0.09% | 33,304 | 1,281 | 4.0% | $12.46万 | 加仓 |
| CRM | SALESFORCE INC | $324.33万 | 0.09% | 17,374 | -6,346 | -26.8% | -$118.46万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $324.43万 | 0.09% | 63,639 | 2,310 | 3.8% | $11.78万 | 加仓 |
| SNTH | TIDAL TRUST III | $325.04万 | 0.09% | 123,870 | 123,870 | — | $325.04万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $325.04万 | 0.09% | 13,155 | 30 | 0.2% | $7,413 | 加仓 |
| WCPB | NORTHERN LTS FD TR II | $327.88万 | 0.09% | 129,647 | 3,862 | 3.1% | $9.77万 | 加仓 |
| DVY | ISHARES TR | $328.31万 | 0.09% | 21,684 | -274 | -1.2% | -$4.15万 | 减仓 |
| SHYG | ISHARES TR | $328.36万 | 0.09% | 77,609 | 987 | 1.3% | $4.18万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $331.96万 | 0.09% | 13,970 | 2,479 | 21.6% | $58.91万 | 加仓 |
| VHT | VANGUARD WORLD FD | $333.12万 | 0.09% | 12,232 | -498 | -3.9% | -$13.56万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $335.49万 | 0.09% | 32,455 | -1,556 | -4.6% | -$16.08万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $336.06万 | 0.09% | 30,421 | 5,355 | 21.4% | $59.16万 | 加仓 |
| F | FORD MTR CO | $337.84万 | 0.09% | 292,758 | 17,479 | 6.3% | $20.17万 | 加仓 |