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 |
|---|---|---|---|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | $20.71万 | 0.01% | 488 | -180 | -26.9% | -$7.64万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $20.72万 | 0.01% | 4,289 | -615 | -12.5% | -$2.97万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $20.76万 | 0.01% | 2,559 | 2,559 | — | $20.76万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $20.77万 | 0.01% | 1,588 | 1,588 | — | $20.77万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $20.79万 | 0.01% | 9,405 | 5 | 0.1% | $111 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.85万 | 0.01% | 7,926 | -223 | -2.7% | -$5,867 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $20.87万 | 0.01% | 18,581 | 347 | 1.9% | $3,897 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $20.91万 | 0.01% | 5,779 | 5,779 | — | $20.91万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.93万 | 0.01% | 19,239 | -4,946 | -20.5% | -$5.38万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $20.94万 | 0.01% | 773 | 773 | — | $20.94万 | 新建仓 |
| XSOE | WISDOMTREE TR | $20.96万 | 0.01% | 5,227 | -1,153 | -18.1% | -$4.62万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $21.00万 | 0.01% | 2,926 | -1,807 | -38.2% | -$12.97万 | 减仓 |
| ESGU | ISHARES TR | $21.16万 | 0.01% | 1,496 | -31 | -2.0% | -$4,385 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $21.16万 | 0.01% | 2,242 | 2,242 | — | $21.16万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $21.19万 | 0.01% | 6,020 | 6,020 | — | $21.19万 | 新建仓 |
| EQT | EQT CORP | $21.21万 | 0.01% | 3,333 | 3,333 | — | $21.21万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.28万 | 0.01% | 3,172 | -534 | -14.4% | -$3.58万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $21.29万 | 0.01% | 1,553 | 1,553 | — | $21.29万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $21.35万 | 0.01% | 840 | -14 | -1.6% | -$3,558 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $21.39万 | 0.01% | 11,200 | 7,600 | 211.1% | $14.51万 | 加仓 |
| XT | ISHARES TR | $21.40万 | 0.01% | 3,140 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $21.47万 | 0.01% | 805 | -114 | -12.4% | -$3.04万 | 减仓 |
| IYK | ISHARES TR | $21.50万 | 0.01% | 3,070 | -245 | -7.4% | -$1.72万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $21.53万 | 0.01% | 23,204 | -52 | -0.2% | -$483 | 减仓 |
| DG | DOLLAR GEN CORP | $21.62万 | 0.01% | 1,821 | -498 | -21.5% | -$5.91万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $21.66万 | 0.01% | 9,701 | 9,701 | — | $21.66万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $21.73万 | 0.01% | 1,219 | 1,219 | — | $21.73万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.75万 | 0.01% | 4,120 | 4,120 | — | $21.75万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $21.82万 | 0.01% | 4,728 | -10,063 | -68.0% | -$46.45万 | 减仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $21.83万 | 0.01% | 5,314 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.86万 | 0.01% | 9,203 | -7,426 | -44.7% | -$17.64万 | 重新持有 |
| TMSL | T ROWE PRICE ETF INC | $21.87万 | 0.01% | 5,963 | 5,963 | — | $21.87万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.89万 | 0.01% | 1,529 | 6 | 0.4% | $859 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $21.92万 | 0.01% | 1,902 | 1,902 | — | $21.92万 | 新建仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $21.94万 | 0.01% | 5,408 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $21.95万 | 0.01% | 3,005 | -21 | -0.7% | -$1,534 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $21.98万 | 0.01% | 8,368 | -10,443 | -55.5% | -$27.43万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $21.99万 | 0.01% | 4,534 | 4,534 | — | $21.99万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $21.99万 | 0.01% | 4,146 | -4,294 | -50.9% | -$22.77万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $22.01万 | 0.01% | 15,253 | -1,076 | -6.6% | -$1.55万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $22.09万 | 0.01% | 6,634 | 83 | 1.3% | $2,764 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $22.12万 | 0.01% | 11,800 | -1,000 | -7.8% | -$1.88万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $22.16万 | 0.01% | 8,648 | 8,648 | — | $22.16万 | 新建仓 |
| HECA | ETF OPPORTUNITIES TRUST | $22.35万 | 0.01% | 7,740 | 7,740 | — | $22.35万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.35万 | 0.01% | 6,977 | -22 | -0.3% | -$705 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $22.40万 | 0.01% | 18,119 | 447 | 2.5% | $5,525 | 加仓 |
| — | CALAMOS ETF TR | $22.44万 | 0.01% | 8,351 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $22.46万 | 0.01% | 975 | -5 | -0.5% | -$1,152 | 重新持有 |
| — | FRANKLIN TEMPLETON ETF TR | $22.59万 | 0.01% | 6,990 | 6,990 | — | $22.59万 | 新建仓 |
| — | CALAMOS ETF TR | $22.67万 | 0.01% | 8,343 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $22.73万 | 0.01% | 2,068 | -43 | -2.0% | -$4,726 | 减仓 |
| HUBB | HUBBELL INC | $22.76万 | 0.01% | 464 | -21 | -4.3% | -$1.03万 | 减仓 |
| — | ISHARES TR | $22.77万 | 0.01% | 8,784 | 193 | 2.2% | $5,004 | 加仓 |
| REMX | VANECK ETF TRUST | $22.91万 | 0.01% | 2,603 | 2,603 | — | $22.91万 | 新建仓 |
| — | CALAMOS ETF TR | $22.92万 | 0.01% | 8,503 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $22.92万 | 0.01% | 1,173 | -114 | -8.9% | -$2.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $22.93万 | 0.01% | 10,400 | 10,400 | — | $22.93万 | 新建仓 |
| USVM | VICTORY PORTFOLIOS II | $22.98万 | 0.01% | 2,427 | 2,427 | — | $22.98万 | 新建仓 |
| EME | EMCOR GROUP INC | $23.04万 | 0.01% | 312 | -368 | -54.1% | -$27.18万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $23.10万 | 0.01% | 4,010 | -628 | -13.5% | -$3.62万 | 减仓 |
| — | WISDOMTREE TR | $23.19万 | 0.01% | 2,799 | 2,799 | — | $23.19万 | 新建仓 |
| HYDB | ISHARES TR | $23.19万 | 0.01% | 4,985 | 4,985 | — | $23.19万 | 新建仓 |
| RS | RELIANCE INC | $23.20万 | 0.01% | 763 | -67 | -8.1% | -$2.04万 | 减仓 |
| CBRE | CBRE GROUP INC | $23.20万 | 0.01% | 1,713 | 34 | 2.0% | $4,606 | 加仓 |
| EWJ | ISHARES INC | $23.21万 | 0.01% | 2,749 | -283 | -9.3% | -$2.39万 | 减仓 |
| LDUR | PIMCO ETF TR | $23.30万 | 0.01% | 2,432 | 37 | 1.5% | $3,545 | 加仓 |
| MCO | MOODYS CORP | $23.32万 | 0.01% | 534 | 534 | — | $23.32万 | 新建仓 |
| IYJ | ISHARES TR | $23.38万 | 0.01% | 1,585 | 1 | 0.1% | $148 | 加仓 |
| AIA | ISHARES TR | $23.42万 | 0.01% | 2,206 | 2,206 | — | $23.42万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.42万 | 0.01% | 1,489 | -226 | -13.2% | -$3.55万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $23.46万 | 0.01% | 4,713 | 29 | 0.6% | $1,444 | 加仓 |
| — | NEOS ETF TRUST | $23.48万 | 0.01% | 4,582 | 5 | 0.1% | $256 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $23.54万 | 0.01% | 5,629 | -48 | -0.8% | -$2,008 | 减仓 |
| RKLB | ROCKET LAB CORP | $23.64万 | 0.01% | 3,680 | -391 | -9.6% | -$2.51万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $23.69万 | 0.01% | 8,420 | -2,810 | -25.0% | -$7.91万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.69万 | 0.01% | 1,894 | -550 | -22.5% | -$6.88万 | 减仓 |
| CRMD | CORMEDIX INC | $23.71万 | 0.01% | 34,920 | 11,048 | 46.3% | $7.50万 | 加仓 |
| UGI | UGI CORP NEW | $23.86万 | 0.01% | 6,548 | 714 | 12.2% | $2.60万 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $23.86万 | 0.01% | 4,181 | -60 | -1.4% | -$3,424 | 减仓 |
| SRE | SEMPRA | $23.89万 | 0.01% | 2,458 | -1,470 | -37.4% | -$14.28万 | 减仓 |
| BBDC | BARINGS BDC INC | $23.92万 | 0.01% | 29,066 | -1,235 | -4.1% | -$1.02万 | 减仓 |
| BCI | ABRDN ETFS | $23.96万 | 0.01% | 9,866 | -1,015 | -9.3% | -$2.47万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $23.99万 | 0.01% | 9,271 | 140 | 1.5% | $3,623 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $24.03万 | 0.01% | 5,245 | -419 | -7.4% | -$1.92万 | 减仓 |
| IYR | ISHARES TR | $24.03万 | 0.01% | 2,541 | 2,541 | — | $24.03万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $24.06万 | 0.01% | 4,755 | -393 | -7.6% | -$1.99万 | 减仓 |
| WY | WEYERHAEUSER CO | $24.10万 | 0.01% | 9,866 | -768 | -7.2% | -$1.88万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $24.12万 | 0.01% | 18,427 | 3,593 | 24.2% | $4.70万 | 加仓 |
| IYG | ISHARES TR | $24.26万 | 0.01% | 2,928 | -193 | -6.2% | -$1.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.34万 | 0.01% | 8,373 | -17,899 | -68.1% | -$52.03万 | 减仓 |
| MFC | MANULIFE FINL CORP | $24.37万 | 0.01% | 7,077 | -97 | -1.4% | -$3,341 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $24.37万 | 0.01% | 4,870 | 47 | 1.0% | $2,352 | 加仓 |
| EAGG | ISHARES TR | $24.40万 | 0.01% | 5,132 | 179 | 3.6% | $8,511 | 加仓 |
| DRD | DRDGOLD LIMITED | $24.42万 | 0.01% | 8,315 | -228 | -2.7% | -$6,696 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.44万 | 0.01% | 2,965 | 2,965 | — | $24.44万 | 新建仓 |
| GIB | CGI INC | $24.47万 | 0.01% | 3,347 | -11 | -0.3% | -$804 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.48万 | 0.01% | 8,337 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.48万 | 0.01% | 3,379 | -18,330 | -84.4% | -$132.82万 | 减仓 |
| SIL | GLOBAL X FDS | $24.53万 | 0.01% | 2,723 | 902 | 49.5% | $8.13万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $24.55万 | 0.01% | 5,694 | -2,848 | -33.3% | -$12.28万 | 减仓 |