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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY | $24.62万 | 0.01% | 3,130 | -13 | -0.4% | -$1,023 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $24.63万 | 0.01% | 5,903 | 833 | 16.4% | $3.48万 | 加仓 |
| — | LIVE VENTURES INC | $24.64万 | 0.01% | 20,617 | -32 | -0.2% | -$382 | 减仓 |
| KWEB | KRANESHARES TRUST | $24.81万 | 0.01% | 8,726 | 53 | 0.6% | $1,507 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $24.88万 | 0.01% | 7,390 | 347 | 4.9% | $1.17万 | 加仓 |
| PINS | PINTEREST INC | $24.92万 | 0.01% | 13,585 | 13,585 | — | $24.92万 | 新建仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $24.93万 | 0.01% | 4,997 | 1,211 | 32.0% | $6.04万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $24.96万 | 0.01% | 6,885 | 148 | 2.2% | $5,365 | 加仓 |
| EC | ECOPETROL S A | $25.04万 | 0.01% | 16,704 | 16,704 | — | $25.04万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $25.10万 | 0.01% | 3,081 | 99 | 3.3% | $8,066 | 加仓 |
| — | ISHARES TR | $25.14万 | 0.01% | 8,928 | 8,928 | — | $25.14万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $25.17万 | 0.01% | 6,251 | 315 | 5.3% | $1.27万 | 加仓 |
| SCZ | ISHARES TR | $25.21万 | 0.01% | 3,215 | -80 | -2.4% | -$6,274 | 减仓 |
| LOUP | INNOVATOR ETFS TRUST | $25.26万 | 0.01% | 3,669 | -48 | -1.3% | -$3,305 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.01% | 3,696 | 3,696 | — | $25.26万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $25.27万 | 0.01% | 2,268 | -497 | -18.0% | -$5.54万 | 减仓 |
| IOT | SAMSARA INC | $25.33万 | 0.01% | 7,993 | -168 | -2.1% | -$5,324 | 减仓 |
| FALN | ISHARES TR | $25.35万 | 0.01% | 9,486 | -630 | -6.2% | -$1.68万 | 减仓 |
| RDDT | REDDIT INC | $25.53万 | 0.01% | 1,896 | -4,771 | -71.6% | -$64.23万 | 减仓 |
| — | COGNITION THERAPEUTICS INC | $25.65万 | 0.01% | 337,765 | 121,600 | 56.3% | $9.24万 | 加仓 |
| MKC | MCCORMICK & CO INC | $25.65万 | 0.01% | 5,086 | -307 | -5.7% | -$1.55万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.75万 | 0.01% | 10,814 | -1,611 | -13.0% | -$3.84万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $25.83万 | 0.01% | 31,621 | 61 | 0.2% | $498 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $25.84万 | 0.01% | 656 | 656 | — | $25.84万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $25.87万 | 0.01% | 223 | 64 | 40.3% | $7.42万 | 加仓 |
| MAS | MASCO CORP | $25.99万 | 0.01% | 4,305 | -16 | -0.4% | -$966 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $26.03万 | 0.01% | 4,028 | -191 | -4.5% | -$1.23万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $26.14万 | 0.01% | 1,296 | 3 | 0.2% | $605 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $26.24万 | 0.01% | 2,152 | -441 | -17.0% | -$5.38万 | 减仓 |
| TPLC | TIMOTHY PLAN | $26.48万 | 0.01% | 5,702 | 151 | 2.7% | $7,013 | 加仓 |
| VSEC | VSE CORP | $26.48万 | 0.01% | 1,436 | 1,436 | — | $26.48万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $26.54万 | 0.01% | 3,313 | -1,707 | -34.0% | -$13.68万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $26.90万 | 0.01% | 6,172 | -9,982 | -61.8% | -$43.51万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $26.98万 | 0.01% | 568 | -67 | -10.6% | -$3.18万 | 减仓 |
| — | RLJ LODGING TR | $27.04万 | 0.01% | 11,220 | 11,220 | — | $27.04万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $27.05万 | 0.01% | 4,530 | -497 | -9.9% | -$2.97万 | 减仓 |
| CLH | CLEAN HARBORS INC | $27.07万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $27.07万 | 0.01% | 8,154 | -6,297 | -43.6% | -$20.91万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $27.17万 | 0.01% | 5,092 | 1,700 | 50.1% | $9.07万 | 加仓 |
| — | GABELLI GLOBAL UTIL & INCOME | $27.26万 | 0.01% | 14,232 | 91 | 0.6% | $1,743 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $27.35万 | 0.01% | 5,719 | 1,061 | 22.8% | $5.07万 | 加仓 |
| IRM | IRON MTN INC DEL | $27.35万 | 0.01% | 2,674 | -931 | -25.8% | -$9.52万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $27.37万 | 0.01% | 578 | -160 | -21.7% | -$7.58万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $27.37万 | 0.01% | 23,783 | 401 | 1.7% | $4,615 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $27.40万 | 0.01% | 4,165 | 4,165 | — | $27.40万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $27.40万 | 0.01% | 376 | 376 | — | $27.40万 | 新建仓 |
| USB | US BANCORP | $27.62万 | 0.01% | 5,311 | -43 | -0.8% | -$2,236 | 减仓 |
| NVO | NOVO-NORDISK A S | $27.62万 | 0.01% | 7,422 | 865 | 13.2% | $3.22万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $27.63万 | 0.01% | 7,795 | -665 | -7.9% | -$2.36万 | 减仓 |
| QURE | UNIQURE NV | $27.63万 | 0.01% | 16,900 | 12,400 | 275.6% | $20.27万 | 重新持有 |
| EWY | ISHARES INC | $27.82万 | 0.01% | 2,262 | 2,262 | — | $27.82万 | 新建仓 |
| EMXC | ISHARES INC | $27.86万 | 0.01% | 3,541 | 3,541 | — | $27.86万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $27.89万 | 0.01% | 3,920 | -2,657 | -40.4% | -$18.90万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $27.91万 | 0.01% | 15,671 | -4,295 | -21.5% | -$7.65万 | 减仓 |
| INTU | INTUIT | $28.00万 | 0.01% | 648 | 2 | 0.3% | $864 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $28.25万 | 0.01% | 5,352 | -311 | -5.5% | -$1.64万 | 减仓 |
| EOG | EOG RES INC | $28.28万 | 0.01% | 1,956 | -79 | -3.9% | -$1.14万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $28.32万 | 0.01% | 6,260 | 473 | 8.2% | $2.14万 | 加仓 |
| ARKG | ARK ETF TR | $28.68万 | 0.01% | 10,854 | 42 | 0.4% | $1,110 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $28.70万 | 0.01% | 9,409 | 9,409 | — | $28.70万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $28.70万 | 0.01% | 899 | -145 | -13.9% | -$4.63万 | 减仓 |
| IWX | ISHARES TR | $28.80万 | 0.01% | 3,108 | -682 | -18.0% | -$6.32万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $29.10万 | 0.01% | 4,780 | 745 | 18.5% | $4.54万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $29.12万 | 0.01% | 11,050 | -209 | -1.9% | -$5,507 | 减仓 |
| LQDH | ISHARES U S ETF TR | $29.24万 | 0.01% | 3,166 | -33 | -1.0% | -$3,048 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $29.25万 | 0.01% | 10,172 | 1,860 | 22.4% | $5.35万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $29.25万 | 0.01% | 1,685 | -101 | -5.7% | -$1.75万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $29.25万 | 0.01% | 8,134 | 23 | 0.3% | $827 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $29.33万 | 0.01% | 3,695 | -218 | -5.6% | -$1.73万 | 减仓 |
| EUFN | ISHARES TR | $29.34万 | 0.01% | 8,419 | 1,808 | 27.3% | $6.30万 | 加仓 |
| AZO | AUTOZONE INC | $29.39万 | 0.01% | 87 | 1 | 1.2% | $3,378 | 加仓 |
| KRMN | KARMAN HLDGS INC | $29.40万 | 0.01% | 3,673 | -550 | -13.0% | -$4.40万 | 重新持有 |
| — | FIDELITY MERRIMACK STR TR | $29.53万 | 0.01% | 5,949 | -705 | -10.6% | -$3.50万 | 减仓 |
| SYM | SYMBOTIC INC | $29.54万 | 0.01% | 5,553 | -150 | -2.6% | -$7,980 | 减仓 |
| SNA | SNAP ON INC | $29.59万 | 0.01% | 815 | -58 | -6.6% | -$2.11万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $29.63万 | 0.01% | 32,169 | -1,065 | -3.2% | -$9,809 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $29.75万 | 0.01% | 13,230 | -552 | -4.0% | -$1.24万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.81万 | 0.01% | 12,012 | -48 | -0.4% | -$1,191 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $29.87万 | 0.01% | 1,921 | -581 | -23.2% | -$9.03万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $29.87万 | 0.01% | 7,411 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $29.97万 | 0.01% | 4,761 | 287 | 6.4% | $1.81万 | 加仓 |
| EMB | ISHARES TR | $30.23万 | 0.01% | 3,218 | -335 | -9.4% | -$3.15万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $30.26万 | 0.01% | 6,307 | -176 | -2.7% | -$8,444 | 减仓 |
| GNRC | GENERAC HLDGS INC | $30.28万 | 0.01% | 1,550 | 1,550 | — | $30.28万 | 新建仓 |
| — | FLEXSHARES TR | $30.31万 | 0.01% | 1,516 | -271 | -15.2% | -$5.42万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.48万 | 0.01% | 3,806 | 288 | 8.2% | $2.31万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $30.50万 | 0.01% | 7,466 | -154 | -2.0% | -$6,292 | 减仓 |
| IONQ | IONQ INC | $30.58万 | 0.01% | 10,607 | 424 | 4.2% | $1.22万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $30.73万 | 0.01% | 7,114 | 7,114 | — | $30.73万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $30.83万 | 0.01% | 7,957 | 2,252 | 39.5% | $8.72万 | 加仓 |
| — | PACER FDS TR | $30.83万 | 0.01% | 6,561 | 70 | 1.1% | $3,289 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $31.01万 | 0.01% | 6,267 | 2,177 | 53.2% | $10.77万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $31.10万 | 0.01% | 8,611 | -639 | -6.9% | -$2.31万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $31.19万 | 0.01% | 12,520 | 12,520 | — | $31.19万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $31.43万 | 0.01% | 6,611 | -331 | -4.8% | -$1.57万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.44万 | 0.01% | 1,034 | 1 | 0.1% | $304 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.55万 | 0.01% | 9,299 | -28,494 | -75.4% | -$96.67万 | 减仓 |
| OBIL | RBB FD INC | $31.74万 | 0.01% | 6,338 | 100 | 1.6% | $5,007 | 加仓 |
| GWW | WW GRAINGER INC | $31.78万 | 0.01% | 291 | 19 | 7.0% | $2.07万 | 加仓 |
| XYLD | GLOBAL X FDS | $31.93万 | 0.01% | 8,161 | -65 | -0.8% | -$2,543 | 减仓 |