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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $341.12万 | 0.09% | 35,742 | 1,407 | 4.1% | $13.43万 | 加仓 |
| SUB | ISHARES TR | $342.27万 | 0.10% | 32,138 | 186 | 0.6% | $1.98万 | 加仓 |
| GDX | VANECK ETF TRUST | $342.62万 | 0.10% | 37,334 | -7,058 | -15.9% | -$64.77万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $343.65万 | 0.10% | 117,049 | 64,658 | 123.4% | $189.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $350.58万 | 0.10% | 47,607 | 17,246 | 56.8% | $127.00万 | 加仓 |
| IQLT | ISHARES TR | $351.37万 | 0.10% | 76,004 | 826 | 1.1% | $3.82万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $353.10万 | 0.10% | 47,018 | 1,093 | 2.4% | $8.21万 | 加仓 |
| IWS | ISHARES TR | $353.60万 | 0.10% | 24,262 | 245 | 1.0% | $3.57万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $355.00万 | 0.10% | 70,422 | 70,422 | — | $355.00万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $355.93万 | 0.10% | 71,458 | 3,414 | 5.0% | $17.01万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $356.89万 | 0.10% | 60,716 | 25,977 | 74.8% | $152.69万 | 加仓 |
| CSCO | CISCO SYS INC | $359.75万 | 0.10% | 46,366 | -20,169 | -30.3% | -$156.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $361.28万 | 0.10% | 36,722 | 9,941 | 37.1% | $97.80万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $362.67万 | 0.10% | 51,545 | -1,102 | -2.1% | -$7.75万 | 减仓 |
| TIP | ISHARES TR | $362.73万 | 0.10% | 32,868 | 1,716 | 5.5% | $18.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $363.85万 | 0.10% | 12,029 | 1,419 | 13.4% | $42.92万 | 加仓 |
| TLT | ISHARES TR | $364.00万 | 0.10% | 41,989 | -3,347 | -7.4% | -$29.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $364.38万 | 0.10% | 50,658 | -7,485 | -12.9% | -$53.84万 | 减仓 |
| IDEV | ISHARES TR | $364.61万 | 0.10% | 43,629 | 17,001 | 63.8% | $142.08万 | 加仓 |
| MDT | MEDTRONIC PLC | $367.58万 | 0.10% | 42,420 | 54 | 0.1% | $4,679 | 加仓 |
| O | REALTY INCOME CORP | $369.91万 | 0.10% | 60,457 | -3,585 | -5.6% | -$21.94万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $370.82万 | 0.10% | 8,044 | -661 | -7.6% | -$30.47万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $372.28万 | 0.10% | 22,758 | 8,912 | 64.4% | $145.78万 | 加仓 |
| HEFA | ISHARES TR | $373.11万 | 0.10% | 87,800 | -13,226 | -13.1% | -$56.20万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $375.86万 | 0.10% | 40,520 | -276 | -0.7% | -$2.56万 | 减仓 |
| CME | CME GROUP INC | $381.22万 | 0.11% | 12,907 | -365 | -2.8% | -$10.78万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $381.77万 | 0.11% | 35,031 | 1,049 | 3.1% | $11.43万 | 加仓 |
| GLW | CORNING INC | $383.85万 | 0.11% | 28,231 | -1,033 | -3.5% | -$14.05万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $385.19万 | 0.11% | 80,165 | -94,227 | -54.0% | -$452.76万 | 减仓 |
| SO | SOUTHERN CO | $390.55万 | 0.11% | 40,463 | -1,693 | -4.0% | -$16.34万 | 减仓 |
| MTUM | ISHARES TR | $390.72万 | 0.11% | 16,281 | -761 | -4.5% | -$18.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $392.86万 | 0.11% | 14,518 | -593 | -3.9% | -$16.05万 | 减仓 |
| DE | DEERE & CO | $393.45万 | 0.11% | 6,984 | -646 | -8.5% | -$36.39万 | 减仓 |
| PULS | PGIM ETF TR | $397.32万 | 0.11% | 80,267 | 1,547 | 2.0% | $7.66万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $398.12万 | 0.11% | 44,884 | 3,092 | 7.4% | $27.43万 | 加仓 |
| ASML | ASML HLDG NV | $399.44万 | 0.11% | 3,024 | 487 | 19.2% | $64.33万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $400.37万 | 0.11% | 27,033 | 222 | 0.8% | $3.29万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $406.96万 | 0.11% | 80,055 | 8,032 | 11.2% | $40.83万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $413.95万 | 0.11% | 74,559 | 5,968 | 8.7% | $33.13万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $414.45万 | 0.12% | 102,460 | 30,559 | 42.5% | $123.61万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $416.40万 | 0.12% | 53,106 | 3,412 | 6.9% | $26.75万 | 加仓 |
| ORCL | ORACLE CORP | $425.41万 | 0.12% | 28,918 | -2,584 | -8.2% | -$38.01万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $426.05万 | 0.12% | 119,709 | 7,537 | 6.7% | $26.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $429.22万 | 0.12% | 6,291 | 86 | 1.4% | $5.87万 | 加仓 |
| ITA | ISHARES TR | $429.25万 | 0.12% | 19,623 | 1,360 | 7.4% | $29.75万 | 加仓 |
| VDC | VANGUARD WORLD FD | $436.04万 | 0.12% | 19,415 | 1,140 | 6.2% | $25.60万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $436.62万 | 0.12% | 53,259 | 3,941 | 8.0% | $32.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $437.52万 | 0.12% | 8,756 | -501 | -5.4% | -$25.03万 | 减仓 |
| IGV | ISHARES TR | $438.23万 | 0.12% | 54,744 | 2,389 | 4.6% | $19.12万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $440.11万 | 0.12% | 23,882 | 5,069 | 26.9% | $93.41万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $442.07万 | 0.12% | 157,884 | 43,475 | 38.0% | $121.73万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $445.00万 | 0.12% | 7,363 | 348 | 5.0% | $21.03万 | 加仓 |
| T | AT&T INC | $445.19万 | 0.12% | 153,568 | -3,249 | -2.1% | -$9.42万 | 减仓 |
| ETN | EATON CORP PLC | $449.75万 | 0.12% | 12,574 | -899 | -6.7% | -$32.16万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $450.23万 | 0.13% | 83,733 | 2,672 | 3.3% | $14.37万 | 加仓 |
| MO | ALTRIA GROUP INC | $455.33万 | 0.13% | 68,988 | 9,925 | 16.8% | $65.51万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $456.31万 | 0.13% | 66,343 | -10,484 | -13.6% | -$72.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $458.19万 | 0.13% | 59,421 | 23,507 | 65.5% | $181.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $458.19万 | 0.13% | 173,818 | 5,023 | 3.0% | $13.24万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $459.75万 | 0.13% | 44,579 | 308 | 0.7% | $3.18万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $461.85万 | 0.13% | 260,198 | 15,821 | 6.5% | $28.08万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $468.34万 | 0.13% | 147,508 | 147,508 | — | $468.34万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $469.47万 | 0.13% | 21,973 | -4,260 | -16.2% | -$91.02万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $469.54万 | 0.13% | 77,418 | -371 | -0.5% | -$2.25万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $470.46万 | 0.13% | 130,266 | 130,266 | — | $470.46万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $472.59万 | 0.13% | 225,475 | -18,721 | -7.7% | -$39.24万 | 减仓 |
| FLRT | PACER FDS TR | $472.65万 | 0.13% | 102,063 | -4,897 | -4.6% | -$22.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $474.45万 | 0.13% | 13,881 | 1,415 | 11.4% | $48.36万 | 加仓 |
| RTX | RTX CORPORATION | $474.96万 | 0.13% | 24,622 | 29 | 0.1% | $5,594 | 加仓 |
| PFE | PFIZER INC | $481.78万 | 0.13% | 171,573 | 5,500 | 3.3% | $15.44万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $482.51万 | 0.13% | 76,980 | -30,617 | -28.5% | -$191.91万 | 减仓 |
| VAW | VANGUARD WORLD FD | $483.67万 | 0.13% | 21,464 | -940 | -4.2% | -$21.18万 | 减仓 |
| DLN | WISDOMTREE TR | $485.09万 | 0.13% | 54,303 | -653 | -1.2% | -$5.83万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $487.12万 | 0.14% | 141,565 | 17,508 | 14.1% | $60.25万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $492.53万 | 0.14% | 96,955 | -12,698 | -11.6% | -$64.51万 | 减仓 |
| GE | GE AEROSPACE | $493.66万 | 0.14% | 17,396 | 618 | 3.7% | $17.54万 | 加仓 |
| LOW | LOWES COS INC | $493.81万 | 0.14% | 20,899 | 236 | 1.1% | $5.58万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $494.26万 | 0.14% | 84,954 | 19,511 | 29.8% | $113.51万 | 加仓 |
| WFC | WELLS FARGO & CO | $494.36万 | 0.14% | 62,097 | 4,491 | 7.8% | $35.75万 | 加仓 |
| ILCV | ISHARES TR | $494.73万 | 0.14% | 53,116 | 53,116 | — | $494.73万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $497.36万 | 0.14% | 10,737 | -1,746 | -14.0% | -$80.88万 | 减仓 |
| IWM | ISHARES TR | $499.68万 | 0.14% | 20,148 | 868 | 4.5% | $21.53万 | 加仓 |
| ICSH | ISHARES TR | $504.15万 | 0.14% | 99,596 | 4,578 | 4.8% | $23.17万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $504.28万 | 0.14% | 208,294 | 28,253 | 15.7% | $68.40万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $506.92万 | 0.14% | 92,437 | 4,803 | 5.5% | $26.34万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $514.56万 | 0.14% | 154,198 | 137,929 | 847.8% | $460.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $519.30万 | 0.14% | 39,660 | 1,560 | 4.1% | $20.43万 | 加仓 |
| MCD | MCDONALDS CORP | $523.96万 | 0.15% | 16,859 | -659 | -3.8% | -$20.48万 | 减仓 |
| BOND | PIMCO ETF TR | $525.52万 | 0.15% | 56,948 | 52,019 | 1,055.4% | $480.03万 | 加仓 |
| MS | MORGAN STANLEY | $529.17万 | 0.15% | 32,155 | 13 | 0.0% | $2,139 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $541.79万 | 0.15% | 116,764 | 39,360 | 50.9% | $182.63万 | 加仓 |
| BA | BOEING CO | $541.96万 | 0.15% | 27,230 | 2,467 | 10.0% | $49.10万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $550.95万 | 0.15% | 58,824 | 379 | 0.6% | $3.55万 | 加仓 |
| IWP | ISHARES TR | $550.96万 | 0.15% | 43,004 | 2,045 | 5.0% | $26.20万 | 加仓 |
| MINT | PIMCO ETF TR | $552.29万 | 0.15% | 54,916 | 11,216 | 25.7% | $112.80万 | 加仓 |
| BAC | BANK AMERICA CORP | $555.80万 | 0.15% | 114,011 | -1,435 | -1.2% | -$7.00万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $562.16万 | 0.16% | 13,789 | 377 | 2.8% | $15.37万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $563.25万 | 0.16% | 68,066 | 3,334 | 5.2% | $27.59万 | 加仓 |
| IWF | ISHARES TR | $568.09万 | 0.16% | 13,323 | -10 | -0.1% | -$4,264 | 减仓 |
| KO | COCA COLA CO | $570.49万 | 0.16% | 75,009 | -1,236 | -1.6% | -$9.40万 | 减仓 |