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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | -10,637 | -100.0% | -$16.32万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -12,041 | -100.0% | -$13.78万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -15,868 | -100.0% | -$12.34万 | 清仓 |
| CX | CEMEX SAB DE CV | $0 | 0.00% | 0 | -10,252 | -100.0% | -$11.78万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -10,473 | -100.0% | -$9.75万 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $0 | 0.00% | 0 | -10,495 | -100.0% | -$9.73万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -21,000 | -100.0% | -$9.47万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -12,641 | -100.0% | -$7.22万 | 清仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $0 | 0.00% | 0 | -16,728 | -100.0% | -$6.42万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -10,346 | -100.0% | -$5.06万 | 清仓 |
| — | WESTERN ASSET HIGH INCOME OP | $0 | 0.00% | 0 | -12,704 | -100.0% | -$4.71万 | 清仓 |
| — | GOLDMINING INC | $0 | 0.00% | 0 | -37,500 | -100.0% | -$4.69万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -18,461 | -100.0% | -$3.89万 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -56,432 | -100.0% | -$2.31万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -11,124 | -100.0% | -$1.91万 | 清仓 |
| — | ATOSSA THERAPEUTICS INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$1.42万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -21,000 | -100.0% | -$4,370 | 清仓 |
| AI | C3 AI INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$3,200 | 清仓 |
| — | GABELLI EQUITY TR INC | $91 | 0.00% | 13,050 | 13,050 | — | $91 | 新建仓 |
| — | XEROX HOLDINGS CORP | $2,483 | 0.00% | 27,445 | 27,445 | — | $2,483 | 新建仓 |
| NWL | NEWELL BRANDS INC 看跌期权 | $2,792 | 0.00% | 31,800 | -7,300 | -18.7% | -$641 | 减仓 |
| — | CUE BIOPHARMA INC | $8,909 | 0.00% | 38,750 | -2,300 | -5.6% | -$529 | 减仓 |
| XRX | XEROX HOLDINGS CORP 看跌期权 | $9,107 | 0.00% | 52,700 | -19,000 | -26.5% | -$3,283 | 减仓 |
| OPK | OPKO HEALTH INC | $1.80万 | 0.00% | 15,807 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $3.16万 | 0.00% | 13,991 | -10,692 | -43.3% | -$2.42万 | 减仓 |
| BLDP | BALLARD PWR SYS INC NEW | $3.66万 | 0.00% | 15,104 | 11 | 0.1% | $27 | 加仓 |
| — | OXFORD SQUARE CAP CORP | $3.77万 | 0.00% | 21,310 | 299 | 1.4% | $529 | 加仓 |
| REI | RING ENERGY INC | $3.92万 | 0.00% | 25,605 | 25,605 | — | $3.92万 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $4.12万 | 0.00% | 31,903 | -4,441 | -12.2% | -$5,729 | 减仓 |
| GEVO | GEVO INC | $4.64万 | 0.00% | 17,000 | 17,000 | — | $4.64万 | 新建仓 |
| GGB | GERDAU SA | $4.85万 | 0.00% | 13,426 | -3,899 | -22.5% | -$1.41万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4.89万 | 0.00% | 13,900 | 1,300 | 10.3% | $4,576 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $5.32万 | 0.00% | 10,246 | 10,246 | — | $5.32万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $7.01万 | 0.00% | 11,960 | -10,799 | -47.4% | -$6.33万 | 减仓 |
| BBD | BANCO BRADESCO S A | $7.12万 | 0.00% | 19,512 | 35 | 0.2% | $128 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $7.34万 | 0.00% | 13,107 | 60 | 0.5% | $336 | 加仓 |
| SB | SAFE BULKERS INC | $7.39万 | 0.00% | 11,675 | 23 | 0.2% | $146 | 加仓 |
| ACHR | ARCHER AVIATION INC | $7.45万 | 0.00% | 14,418 | 14,418 | — | $7.45万 | 新建仓 |
| — | CREDIT SUISSE ASSET MGMT | $8.05万 | 0.00% | 31,435 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $8.14万 | 0.00% | 17,579 | -698 | -3.8% | -$3,232 | 减仓 |
| — | TPG MTG INVTS TR INC | $8.19万 | 0.00% | 11,200 | 11,200 | — | $8.19万 | 新建仓 |
| TWI | TITAN INTL INC ILL | $8.34万 | 0.00% | 12,069 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $8.80万 | 0.00% | 20,041 | 121 | 0.6% | $531 | 加仓 |
| SERV | SERVE ROBOTICS INC | $8.82万 | 0.00% | 10,446 | 300 | 3.0% | $2,532 | 加仓 |
| F | FORD MTR CO 看涨期权 | $9.19万 | 0.00% | 40,500 | -500 | -1.2% | -$1,135 | 减仓 |
| PSEC | PROSPECT CAP CORP | $9.54万 | 0.00% | 36,568 | -1,357 | -3.6% | -$3,542 | 减仓 |
| — | BIRCHTECH CORP | $9.96万 | 0.00% | 52,412 | 52,412 | — | $9.96万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $10.11万 | 0.00% | 11,969 | -94 | -0.8% | -$794 | 减仓 |
| — | NUVEEN SELECT MAT MUN FD | $10.31万 | 0.00% | 10,911 | 11 | 0.1% | $104 | 加仓 |
| CLSK | CLEANSPARK INC | $10.33万 | 0.00% | 12,133 | -200 | -1.6% | -$1,702 | 减仓 |
| FLO | FLOWERS FOODS INC | $10.43万 | 0.00% | 12,801 | 1,735 | 15.7% | $1.41万 | 加仓 |
| NOK | NOKIA CORP | $10.69万 | 0.00% | 13,302 | -6,567 | -33.1% | -$5.28万 | 减仓 |
| CNC | CENTENE CORP DEL 看涨期权 | $10.76万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE FLOATING RATE IN | $10.80万 | 0.00% | 10,062 | 28 | 0.3% | $300 | 加仓 |
| MARA | MARA HOLDINGS INC | $10.94万 | 0.00% | 13,409 | 1,485 | 12.5% | $1.21万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $11.00万 | 0.00% | 10,601 | 10,601 | — | $11.00万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $11.27万 | 0.00% | 13,324 | -289 | -2.1% | -$2,445 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $12.38万 | 0.00% | 13,227 | -1,840 | -12.2% | -$1.72万 | 减仓 |
| RDW | REDWIRE CORPORATION | $13.03万 | 0.00% | 15,334 | -1,745 | -10.2% | -$1.48万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $13.59万 | 0.00% | 17,715 | 715 | 4.2% | $5,484 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $13.62万 | 0.00% | 12,400 | 12,400 | — | $13.62万 | 新建仓 |
| ODD | ODDITY TECH LTD | $14.10万 | 0.00% | 10,535 | 3,605 | 52.0% | $4.82万 | 加仓 |
| AGNT | EXP WORLD HLDGS INC | $14.21万 | 0.00% | 23,722 | 263 | 1.1% | $1,575 | 加仓 |
| — | 374WATER INC | $14.87万 | 0.00% | 52,353 | 7,000 | 15.4% | $1.99万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.08万 | 0.00% | 12,952 | 143 | 1.1% | $1,664 | 加仓 |
| — | EATON VANCE SR FLTNG RTE TR | $15.22万 | 0.00% | 14,438 | 11 | 0.1% | $116 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $15.67万 | 0.00% | 11,898 | -2,158 | -15.4% | -$2.84万 | 减仓 |
| UNG | UNITED STS NAT GAS FD LP | $16.00万 | 0.00% | 13,642 | 1,716 | 14.4% | $2.01万 | 加仓 |
| SSL | SASOL LTD | $16.03万 | 0.00% | 12,372 | 12,372 | — | $16.03万 | 新建仓 |
| — | HEARTBEAM INC | $16.17万 | 0.00% | 132,550 | 70,900 | 115.0% | $8.65万 | 加仓 |
| EVER | EVERQUOTE INC | $16.28万 | 0.00% | 10,560 | 1,125 | 11.9% | $1.73万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $17.45万 | 0.00% | 12,431 | -750 | -5.7% | -$1.05万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $17.69万 | 0.00% | 22,941 | -16,385 | -41.7% | -$12.63万 | 减仓 |
| CIM | CHIMERA INVT CORP | $18.44万 | 0.01% | 14,690 | 501 | 3.5% | $6,288 | 加仓 |
| NWL | NEWELL BRANDS INC | $18.71万 | 0.01% | 54,554 | 6,454 | 13.4% | $2.21万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $18.78万 | 0.01% | 24,906 | -492 | -1.9% | -$3,710 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $18.84万 | 0.01% | 41,952 | 0 | 0.0% | — | 不变 |
| HAFN | HAFNIA LTD | $19.00万 | 0.01% | 25,000 | -3,800 | -13.2% | -$2.89万 | 减仓 |
| DIV | GLOBAL X FDS | $19.09万 | 0.01% | 10,100 | -565 | -5.3% | -$1.07万 | 减仓 |
| SMR | NUSCALE PWR CORP | $19.46万 | 0.01% | 17,954 | 7,087 | 65.2% | $7.68万 | 加仓 |
| — | VANECK ETF TRUST | $19.79万 | 0.01% | 19,288 | -1,000 | -4.9% | -$1.03万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.03万 | 0.01% | 4,425 | 4,425 | — | $20.03万 | 新建仓 |
| LTC | LTC PPTYS INC | $20.06万 | 0.01% | 5,400 | -858 | -13.7% | -$3.19万 | 重新持有 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.10万 | 0.01% | 931 | -292 | -23.9% | -$6.31万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $20.13万 | 0.01% | 342 | 8 | 2.4% | $4,708 | 加仓 |
| ITB | ISHARES TR | $20.22万 | 0.01% | 2,233 | 41 | 1.9% | $3,713 | 加仓 |
| HACK | AMPLIFY ETF TR | $20.25万 | 0.01% | 2,697 | 117 | 4.5% | $8,785 | 加仓 |
| TM | TOYOTA MOTOR CORP | $20.34万 | 0.01% | 987 | -639 | -39.3% | -$13.17万 | 减仓 |
| — | CALAMOS ETF TR | $20.36万 | 0.01% | 8,572 | 8,572 | — | $20.36万 | 新建仓 |
| NULG | NUSHARES ETF TR | $20.37万 | 0.01% | 2,240 | 9 | 0.4% | $819 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $20.38万 | 0.01% | 9,750 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $20.38万 | 0.01% | 470 | -548 | -53.8% | -$23.77万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.53万 | 0.01% | 493 | -2,968 | -85.8% | -$123.62万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $20.60万 | 0.01% | 4,548 | -251 | -5.2% | -$1.14万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $20.64万 | 0.01% | 10,145 | 408 | 4.2% | $8,303 | 加仓 |
| LAND | GLADSTONE LD CORP | $20.65万 | 0.01% | 20,243 | 2,417 | 13.6% | $2.47万 | 加仓 |
| NFLT | ETFIS SER TR I | $20.66万 | 0.01% | 9,081 | -66 | -0.7% | -$1,502 | 减仓 |