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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $1,604.13万 | 0.45% | 54,533 | -2,571 | -4.5% | -$75.63万 | 减仓 |
| LLY | ELI LILLY & CO | $1,685.01万 | 0.47% | 18,320 | 1,260 | 7.4% | $115.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,752.42万 | 0.49% | 411,828 | 130,999 | 46.6% | $557.43万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,768.81万 | 0.49% | 259,052 | 7,974 | 3.2% | $54.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,833.28万 | 0.51% | 57,145 | 13,837 | 32.0% | $443.91万 | 加仓 |
| AGG | ISHARES TR | $1,863.48万 | 0.52% | 187,719 | 17,736 | 10.4% | $176.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,908.79万 | 0.53% | 39,833 | -4,731 | -10.6% | -$226.71万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,991.07万 | 0.55% | 225,847 | 4,742 | 2.1% | $41.81万 | 加仓 |
| GLD | SPDR GOLD TR | $2,005.89万 | 0.56% | 46,617 | -12,371 | -21.0% | -$532.31万 | 减仓 |
| IJR | ISHARES TR | $2,166.18万 | 0.60% | 174,257 | -19,415 | -10.0% | -$241.35万 | 减仓 |
| META | META PLATFORMS INC | $2,252.99万 | 0.63% | 39,379 | -964 | -2.4% | -$55.15万 | 减仓 |
| GOOGL | ALPHABET INC | $2,268.58万 | 0.63% | 78,891 | -352 | -0.4% | -$10.12万 | 减仓 |
| IVE | ISHARES TR | $2,278.70万 | 0.63% | 107,919 | 1,907 | 1.8% | $40.27万 | 加仓 |
| IJH | ISHARES TR | $2,386.26万 | 0.66% | 353,362 | -8,899 | -2.5% | -$60.10万 | 减仓 |
| AVGO | BROADCOM INC | $2,394.77万 | 0.67% | 77,373 | 1,455 | 1.9% | $45.03万 | 加仓 |
| SHY | ISHARES TR | $2,504.25万 | 0.70% | 303,288 | 8,775 | 3.0% | $72.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,668.75万 | 0.74% | 869,867 | 36,626 | 4.4% | $112.37万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,748.21万 | 0.76% | 943,430 | -34,442 | -3.5% | -$100.33万 | 减仓 |
| LQD | ISHARES TR | $3,719.91万 | 1.03% | 341,308 | 8,411 | 2.5% | $91.67万 | 加仓 |
| GOOG | ALPHABET INC | $3,942.45万 | 1.09% | 137,435 | -1,869 | -1.3% | -$53.61万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,795.31万 | 1.33% | 80,249 | -370 | -0.5% | -$22.11万 | 减仓 |
| IVW | ISHARES TR | $4,890.26万 | 1.36% | 432,346 | -1,631 | -0.4% | -$18.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,999.54万 | 1.39% | 135,061 | 50 | 0.0% | $1.85万 | 加仓 |
| DGRO | ISHARES TR | $5,062.56万 | 1.41% | 721,369 | -9,777 | -1.3% | -$68.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,595.72万 | 1.55% | 86,031 | -1,890 | -2.1% | -$122.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,096.69万 | 1.69% | 105,629 | -16,671 | -13.6% | -$962.22万 | 减仓 |
| AMZN | AMAZON COM INC | $7,274.22万 | 2.02% | 349,269 | -2,490 | -0.7% | -$51.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.12亿 | 3.10% | 639,702 | -16,469 | -2.5% | -$287.22万 | 减仓 |
| AAPL | APPLE INC | $1.55亿 | 4.31% | 611,864 | -9,975 | -1.6% | -$253.16万 | 减仓 |
| IVV | ISHARES TR | $1.95亿 | 5.42% | 298,651 | 5,069 | 1.7% | $331.11万 | 加仓 |