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 |
|---|---|---|---|---|---|---|---|---|
| FRT | FEDERAL RLTY INVT TR NEW | $182.62万 | 0.05% | 14,794 | 1 | 0.0% | $123 | 加仓 |
| COP | CONOCOPHILLIPS | $182.80万 | 0.05% | 17,583 | 1,521 | 9.5% | $15.81万 | 加仓 |
| EFV | ISHARES TR | $183.30万 | 0.05% | 23,945 | -10,335 | -30.1% | -$79.11万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $183.47万 | 0.05% | 40,147 | 293 | 0.7% | $1.34万 | 加仓 |
| CSX | CSX CORP | $183.99万 | 0.05% | 38,710 | -1,064 | -2.7% | -$5.06万 | 减仓 |
| DAL | DELTA AIR LINES INC | $185.02万 | 0.05% | 19,754 | -179 | -0.9% | -$1.68万 | 减仓 |
| AMCR | AMCOR PLC | $185.89万 | 0.05% | 42,882 | 5,283 | 14.1% | $22.90万 | 加仓 |
| VLO | VALERO ENERGY CORP | $186.01万 | 0.05% | 7,142 | -6,013 | -45.7% | -$156.61万 | 减仓 |
| WMB | WILLIAMS COS INC | $186.85万 | 0.05% | 25,134 | -3,816 | -13.2% | -$28.37万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $186.87万 | 0.05% | 6,382 | 4,832 | 311.7% | $141.49万 | 加仓 |
| FAST | FASTENAL CO | $187.62万 | 0.05% | 39,062 | 23 | 0.1% | $1,105 | 加仓 |
| FLEX | FLEX LTD | $189.30万 | 0.05% | 11,680 | -10,049 | -46.2% | -$162.86万 | 减仓 |
| OEF | ISHARES TR | $190.18万 | 0.05% | 5,198 | -4,066 | -43.9% | -$148.76万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $190.55万 | 0.05% | 10,935 | -91 | -0.8% | -$1.59万 | 减仓 |
| WELL | WELLTOWER INC | $190.79万 | 0.05% | 8,406 | -168 | -2.0% | -$3.81万 | 减仓 |
| PAVE | GLOBAL X FDS | $192.25万 | 0.05% | 32,624 | 900 | 2.8% | $5.30万 | 加仓 |
| IBHI | ISHARES TR | $192.67万 | 0.05% | 82,373 | 5,016 | 6.5% | $11.73万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $193.52万 | 0.05% | 15,141 | 2,194 | 16.9% | $28.04万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $194.79万 | 0.05% | 26,949 | -2,524 | -8.6% | -$18.24万 | 减仓 |
| VPU | VANGUARD WORLD FD | $194.94万 | 0.05% | 9,960 | 125 | 1.3% | $2.45万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $195.67万 | 0.05% | 53,212 | 6,014 | 12.7% | $22.12万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $197.89万 | 0.05% | 31,596 | 15,275 | 93.6% | $95.67万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $198.25万 | 0.05% | 21,174 | 1,832 | 9.5% | $17.15万 | 加仓 |
| — | VANGUARD FIXED INCOME SECS F | $198.76万 | 0.05% | 26,553 | 26,553 | — | $198.76万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $199.76万 | 0.05% | 51,764 | -6,044 | -10.5% | -$23.32万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $199.87万 | 0.05% | 25,273 | 888 | 3.6% | $7.02万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $200.04万 | 0.05% | 66,656 | 33 | 0.0% | $990 | 加仓 |
| C | CITIGROUP INC | $200.40万 | 0.05% | 14,318 | -198 | -1.4% | -$2.77万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $202.58万 | 0.05% | 46,569 | -665 | -1.4% | -$2.89万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $203.19万 | 0.05% | 8,181 | 1,388 | 20.4% | $34.47万 | 加仓 |
| AIQ | GLOBAL X FDS | $203.27万 | 0.05% | 30,982 | 4,341 | 16.3% | $28.48万 | 加仓 |
| IGM | ISHARES TR | $204.37万 | 0.05% | 12,493 | 795 | 6.8% | $13.01万 | 加仓 |
| HPQ | HP INC | $206.28万 | 0.05% | 94,020 | 18,071 | 23.8% | $39.65万 | 加仓 |
| TBIL | RBB FD INC | $207.66万 | 0.05% | 41,648 | -6,206 | -13.0% | -$30.94万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $208.56万 | 0.05% | 14,259 | -933 | -6.1% | -$13.65万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $209.03万 | 0.05% | 45,689 | -1,340 | -2.8% | -$6.13万 | 减仓 |
| QDPL | PACER FDS TR | $209.41万 | 0.05% | 46,463 | -19,275 | -29.3% | -$86.87万 | 减仓 |
| COHR | COHERENT CORP | $209.47万 | 0.05% | 5,310 | -1,295 | -19.6% | -$51.09万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $210.21万 | 0.05% | 55,718 | 14,955 | 36.7% | $56.42万 | 加仓 |
| MPC | MARATHON PETE CORP | $210.72万 | 0.05% | 8,242 | -31 | -0.4% | -$7,926 | 减仓 |
| MSIF | MSC INCOME FUND INC | $211.24万 | 0.05% | 182,577 | -24,962 | -12.0% | -$28.88万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $211.33万 | 0.05% | 36,039 | -2,205 | -5.8% | -$12.93万 | 减仓 |
| DTM | DT MIDSTREAM INC | $211.35万 | 0.05% | 14,402 | -2,013 | -12.3% | -$29.54万 | 减仓 |
| FIX | COMFORT SYS USA INC | $211.53万 | 0.05% | 1,067 | -294 | -21.6% | -$58.28万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $212.15万 | 0.05% | 63,766 | -3,981 | -5.9% | -$13.24万 | 减仓 |
| EIX | EDISON INTL | $213.18万 | 0.05% | 28,634 | 14,728 | 105.9% | $109.65万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $213.94万 | 0.05% | 115,175 | 747 | 0.7% | $1.39万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $213.95万 | 0.05% | 158,954 | 46,611 | 41.5% | $62.74万 | 加仓 |
| FDX | FEDEX CORP | $214.77万 | 0.05% | 6,859 | 1,331 | 24.1% | $41.68万 | 加仓 |
| IWO | ISHARES TR | $214.78万 | 0.05% | 5,452 | -467 | -7.9% | -$18.40万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $215.63万 | 0.05% | 48,477 | 9,970 | 25.9% | $44.35万 | 加仓 |
| VTR | VENTAS INC | $216.07万 | 0.05% | 24,332 | 2,861 | 13.3% | $25.41万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $216.18万 | 0.05% | 19,692 | 700 | 3.7% | $7.68万 | 加仓 |
| TECB | ISHARES TR | $219.37万 | 0.06% | 30,574 | 6,249 | 25.7% | $44.84万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $219.60万 | 0.06% | 6,561 | 5,630 | 604.7% | $188.44万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $219.77万 | 0.06% | 9,827 | -2,995 | -23.4% | -$66.98万 | 减仓 |
| VDE | VANGUARD WORLD FD | $220.36万 | 0.06% | 14,678 | -643 | -4.2% | -$9.65万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $220.38万 | 0.06% | 43,743 | -19,631 | -31.0% | -$98.90万 | 减仓 |
| SOXX | ISHARES TR | $220.87万 | 0.06% | 3,447 | -477 | -12.2% | -$30.56万 | 减仓 |
| URI | UNITED RENTALS INC | $222.60万 | 0.06% | 1,965 | 78 | 4.1% | $8.84万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $223.37万 | 0.06% | 6,027 | 1,128 | 23.0% | $41.81万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $225.99万 | 0.06% | 59,144 | 21,318 | 56.4% | $81.46万 | 加仓 |
| SBUX | STARBUCKS CORP | $226.39万 | 0.06% | 22,154 | 1,186 | 5.7% | $12.12万 | 加仓 |
| EDV | VANGUARD WORLD FD | $229.75万 | 0.06% | 35,302 | 35,302 | — | $229.75万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $230.18万 | 0.06% | 30,335 | -909 | -2.9% | -$6.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $231.07万 | 0.06% | 119,172 | 119,172 | — | $231.07万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $232.26万 | 0.06% | 5,848 | 1,298 | 28.5% | $51.55万 | 加仓 |
| ZROZ | PIMCO ETF TR | $232.50万 | 0.06% | 36,272 | 36,272 | — | $232.50万 | 新建仓 |
| — | TIDAL TRUST II | $236.57万 | 0.06% | 112,369 | -4,013 | -3.4% | -$8.45万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $242.33万 | 0.06% | 45,826 | 4,951 | 12.1% | $26.18万 | 加仓 |
| ENB | ENBRIDGE INC | $242.57万 | 0.06% | 44,747 | 653 | 1.5% | $3.54万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $244.90万 | 0.06% | 49,197 | -22,261 | -31.2% | -$110.82万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $245.08万 | 0.06% | 57,898 | -96,300 | -62.5% | -$407.64万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $245.21万 | 0.06% | 53,574 | -7,750 | -12.6% | -$35.47万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $246.31万 | 0.06% | 88,920 | 4,706 | 5.6% | $13.04万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $247.35万 | 0.06% | 18,080 | 7,674 | 73.7% | $104.99万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $249.79万 | 0.06% | 157,296 | 3,422 | 2.2% | $5.43万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $250.50万 | 0.06% | 9,463 | 302 | 3.3% | $7.99万 | 加仓 |
| GLDM | WORLD GOLD TR | $251.87万 | 0.06% | 31,713 | 12,350 | 63.8% | $98.08万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $252.09万 | 0.06% | 72,793 | 1,853 | 2.6% | $6.42万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $252.72万 | 0.06% | 22,229 | 32 | 0.1% | $3,638 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $253.60万 | 0.06% | 42,064 | 3,784 | 9.9% | $22.81万 | 加仓 |
| TER | TERADYNE INC | $254.12万 | 0.06% | 5,252 | 1,923 | 57.8% | $93.04万 | 加仓 |
| SHOP | SHOPIFY INC | $254.86万 | 0.06% | 22,321 | 2,281 | 11.4% | $26.04万 | 加仓 |
| IUSB | ISHARES TR | $255.36万 | 0.06% | 55,332 | 6,596 | 13.5% | $30.44万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $256.53万 | 0.06% | 73,971 | 7,164 | 10.7% | $24.84万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $258.98万 | 0.07% | 50,950 | 438 | 0.9% | $2.23万 | 加仓 |
| SHYG | ISHARES TR | $259.00万 | 0.07% | 61,071 | -16,538 | -21.3% | -$70.14万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $260.28万 | 0.07% | 52,752 | 6,437 | 13.9% | $31.76万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $260.92万 | 0.07% | 44,663 | 978 | 2.2% | $5.71万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $261.80万 | 0.07% | 48,455 | -706 | -1.4% | -$3.81万 | 减仓 |
| XPO | XPO INC | $262.02万 | 0.07% | 12,763 | 3,489 | 37.6% | $71.63万 | 加仓 |
| — | EA SERIES TRUST | $262.54万 | 0.07% | 67,686 | -2,307 | -3.3% | -$8.95万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $265.53万 | 0.07% | 28,876 | 171 | 0.6% | $1.57万 | 加仓 |
| SYK | STRYKER CORPORATION | $265.54万 | 0.07% | 8,433 | 296 | 3.6% | $9.32万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $267.06万 | 0.07% | 43,615 | -9,840 | -18.4% | -$60.25万 | 减仓 |
| IEF | ISHARES TR | $267.57万 | 0.07% | 28,294 | -7,448 | -20.8% | -$70.43万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $271.66万 | 0.07% | 2,815 | -279 | -9.0% | -$26.93万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $271.91万 | 0.07% | 54,133 | -406 | -0.7% | -$2.04万 | 减仓 |
| SGOV | ISHARES TR | $273.74万 | 0.07% | 27,192 | -42,442 | -61.0% | -$427.26万 | 减仓 |