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 |
|---|---|---|---|---|---|---|---|---|
| EXI | ISHARES TR | $66.24万 | 0.02% | 3,660 | -255 | -6.5% | -$4.62万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $66.67万 | 0.02% | 2,080 | 61 | 3.0% | $1.96万 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $66.88万 | 0.02% | 25,000 | 10,000 | 66.7% | $26.75万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $66.92万 | 0.02% | 11,131 | -195 | -1.7% | -$1.17万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $66.98万 | 0.02% | 13,500 | -1,272 | -8.6% | -$6.31万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $67.42万 | 0.02% | 2,349 | 2 | 0.1% | $574 | 加仓 |
| IXUS | ISHARES TR | $67.50万 | 0.02% | 7,791 | 57 | 0.7% | $4,938 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $67.98万 | 0.02% | 9,098 | -70 | -0.8% | -$5,230 | 减仓 |
| LIN | LINDE PLC | $68.17万 | 0.02% | 1,375 | 92 | 7.2% | $4.56万 | 加仓 |
| PNR | PENTAIR PLC | $68.49万 | 0.02% | 7,862 | 524 | 7.1% | $4.56万 | 加仓 |
| UL | UNILEVER PLC | $68.87万 | 0.02% | 12,089 | -529 | -4.2% | -$3.01万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $69.03万 | 0.02% | 19,446 | -1,021 | -5.0% | -$3.62万 | 减仓 |
| TTE | TOTALENERGIES SE | $69.04万 | 0.02% | 7,577 | 169 | 2.3% | $1.54万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $69.14万 | 0.02% | 19,188 | -1,994 | -9.4% | -$7.18万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $69.22万 | 0.02% | 3,499 | -27 | -0.8% | -$5,341 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $69.40万 | 0.02% | 26,429 | 366 | 1.4% | $9,611 | 加仓 |
| ACWX | ISHARES TR | $69.42万 | 0.02% | 10,139 | -1,183 | -10.4% | -$8.10万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $69.54万 | 0.02% | 5,110 | -99 | -1.9% | -$1.35万 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $69.87万 | 0.02% | 27,257 | 3,107 | 12.9% | $7.96万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $69.91万 | 0.02% | 15,115 | -155 | -1.0% | -$7,169 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $70.00万 | 0.02% | 30,863 | 30,863 | — | $70.00万 | 新建仓 |
| CMI | CUMMINS INC | $70.00万 | 0.02% | 1,301 | -13 | -1.0% | -$6,995 | 减仓 |
| QQQI | NEOS ETF TRUST | $70.12万 | 0.02% | 14,112 | 4,862 | 52.6% | $24.16万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $70.38万 | 0.02% | 7,508 | -574 | -7.1% | -$5.38万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $70.52万 | 0.02% | 43,611 | -693 | -1.6% | -$1.12万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $70.77万 | 0.02% | 34,104 | 4,855 | 16.6% | $10.07万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $70.82万 | 0.02% | 3,834 | -5 | -0.1% | -$924 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $70.99万 | 0.02% | 103,328 | 5,213 | 5.3% | $3.58万 | 加仓 |
| IWN | ISHARES TR | $70.99万 | 0.02% | 3,744 | 131 | 3.6% | $2.48万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $71.48万 | 0.02% | 16,313 | -166 | -1.0% | -$7,274 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $71.64万 | 0.02% | 15,191 | 222 | 1.5% | $1.05万 | 加仓 |
| NVS | NOVARTIS AG | $72.04万 | 0.02% | 4,716 | -381 | -7.5% | -$5.82万 | 减仓 |
| GCC | WISDOMTREE TR | $72.16万 | 0.02% | 30,140 | 1,761 | 6.2% | $4.22万 | 加仓 |
| IAT | ISHARES TR | $72.42万 | 0.02% | 13,452 | -238 | -1.7% | -$1.28万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $72.87万 | 0.02% | 55,535 | 55,535 | — | $72.87万 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $73.14万 | 0.02% | 16,388 | 619 | 3.9% | $2.76万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $73.18万 | 0.02% | 10,560 | -1,752 | -14.2% | -$12.14万 | 减仓 |
| UI | UBIQUITI INC | $73.50万 | 0.02% | 930 | -427 | -31.5% | -$33.75万 | 重新持有 |
| URA | GLOBAL X FDS | $73.55万 | 0.02% | 15,187 | 4,041 | 36.3% | $19.57万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $73.64万 | 0.02% | 3,362 | 541 | 19.2% | $11.85万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $73.68万 | 0.02% | 97,973 | 10 | 0.0% | $75 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $73.72万 | 0.02% | 15,818 | -832 | -5.0% | -$3.88万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $73.72万 | 0.02% | 4,091 | -630 | -13.3% | -$11.35万 | 减仓 |
| DDWM | WISDOMTREE TR | $73.88万 | 0.02% | 16,749 | 377 | 2.3% | $1.66万 | 加仓 |
| HYG | ISHARES TR | $73.99万 | 0.02% | 9,300 | 208 | 2.3% | $1.65万 | 加仓 |
| MP | MP MATERIALS CORP | $74.56万 | 0.02% | 15,450 | -914 | -5.6% | -$4.41万 | 减仓 |
| SHV | ISHARES TR | $74.84万 | 0.02% | 6,779 | 639 | 10.4% | $7.05万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $74.86万 | 0.02% | 4,857 | -114 | -2.3% | -$1.76万 | 减仓 |
| YUM | YUM BRANDS INC | $74.96万 | 0.02% | 4,821 | 5 | 0.1% | $777 | 加仓 |
| — | INNOVATOR ETFS TRUST | $75.61万 | 0.02% | 35,248 | -91 | -0.3% | -$1,952 | 减仓 |
| TGT | TARGET CORP | $75.73万 | 0.02% | 6,249 | 52 | 0.8% | $6,302 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $75.81万 | 0.02% | 125,300 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $76.36万 | 0.02% | 6,321 | 101 | 1.6% | $1.22万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $76.42万 | 0.02% | 163,300 | -3,000 | -1.8% | -$1.40万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.42万 | 0.02% | 10,449 | 176 | 1.7% | $1.29万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $76.52万 | 0.02% | 54,349 | 33,377 | 159.2% | $47.00万 | 加仓 |
| INDA | ISHARES TR | $76.67万 | 0.02% | 16,368 | 25 | 0.2% | $1,171 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $76.91万 | 0.02% | 52,069 | -7,283 | -12.3% | -$10.76万 | 减仓 |
| IAG | IAMGOLD CORP | $76.96万 | 0.02% | 40,895 | 40,895 | — | $76.96万 | 新建仓 |
| APA | APA CORPORATION | $77.00万 | 0.02% | 18,144 | 1,270 | 7.5% | $5.39万 | 加仓 |
| ECH | ISHARES INC | $77.48万 | 0.02% | 19,486 | 1,568 | 8.8% | $6.23万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $77.92万 | 0.02% | 3,509 | 3,509 | — | $77.92万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $77.96万 | 0.02% | 22,473 | 22,473 | — | $77.96万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $78.17万 | 0.02% | 45,608 | -1,316 | -2.8% | -$2.26万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $78.35万 | 0.02% | 76,013 | 768 | 1.0% | $7,916 | 加仓 |
| DSI | ISHARES TR | $78.56万 | 0.02% | 6,483 | 2 | 0.0% | $242 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $78.65万 | 0.02% | 2,279 | 286 | 14.4% | $9.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $78.65万 | 0.02% | 30,603 | -4,418 | -12.6% | -$11.35万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $79.06万 | 0.02% | 23,995 | -1,403 | -5.5% | -$4.62万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $79.11万 | 0.02% | 28,407 | 1,019 | 3.7% | $2.84万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $79.34万 | 0.02% | 10,907 | 10,907 | — | $79.34万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $80.12万 | 0.02% | 23,551 | 5,458 | 30.2% | $18.57万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $80.13万 | 0.02% | 47,928 | -5,717 | -10.7% | -$9.56万 | 减仓 |
| PATH | UIPATH INC | $80.39万 | 0.02% | 72,422 | 1,705 | 2.4% | $1.89万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $80.82万 | 0.02% | 9,382 | -755 | -7.4% | -$6.50万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $81.66万 | 0.02% | 16,335 | 1,656 | 11.3% | $8.28万 | 加仓 |
| SMLF | ISHARES TR | $81.75万 | 0.02% | 10,830 | 1,797 | 19.9% | $13.57万 | 加仓 |
| APP | APPLOVIN CORP | $82.22万 | 0.02% | 2,066 | -2,978 | -59.0% | -$118.51万 | 减仓 |
| NLR | VANECK ETF TRUST | $82.26万 | 0.02% | 6,176 | 3,804 | 160.4% | $50.67万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $82.34万 | 0.02% | 30,072 | 30,072 | — | $82.34万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $82.40万 | 0.02% | 6,864 | 2,158 | 45.9% | $25.91万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $82.68万 | 0.02% | 73,561 | 1,719 | 2.4% | $1.93万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $82.70万 | 0.02% | 17,234 | -64 | -0.4% | -$3,071 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $82.71万 | 0.02% | 4,220 | -584 | -12.2% | -$11.45万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $82.97万 | 0.02% | 11,587 | 1,349 | 13.2% | $9.66万 | 加仓 |
| RUM | RUMBLE INC | $82.98万 | 0.02% | 162,699 | 3,349 | 2.1% | $1.71万 | 加仓 |
| TGRW | T ROWE PRICE ETF INC | $83.58万 | 0.02% | 20,638 | 1,723 | 9.1% | $6.98万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $83.69万 | 0.02% | 21,021 | 8,639 | 69.8% | $34.39万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $83.77万 | 0.02% | 12,893 | -79 | -0.6% | -$5,133 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $83.89万 | 0.02% | 38,947 | -12,207 | -23.9% | -$26.29万 | 减仓 |
| AUGO | AURA MINERALS INC | $84.13万 | 0.02% | 10,310 | 10,310 | — | $84.13万 | 新建仓 |
| COWG | PACER FDS TR | $84.20万 | 0.02% | 24,955 | -11,130 | -30.8% | -$37.55万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $84.88万 | 0.02% | 23,970 | 5,284 | 28.3% | $18.71万 | 加仓 |
| VIS | VANGUARD WORLD FD | $85.04万 | 0.02% | 2,724 | -108 | -3.8% | -$3.37万 | 减仓 |
| XEL | XCEL ENERGY INC | $85.17万 | 0.02% | 10,721 | -897 | -7.7% | -$7.13万 | 减仓 |
| DHR | DANAHER CORP DEL | $85.23万 | 0.02% | 4,495 | 129 | 3.0% | $2.45万 | 加仓 |
| EMR | EMERSON ELEC CO | $85.30万 | 0.02% | 6,511 | 124 | 1.9% | $1.62万 | 加仓 |
| SGOL | ETFS GOLD TR | $85.32万 | 0.02% | 19,122 | -8,437 | -30.6% | -$37.65万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $85.40万 | 0.02% | 7,959 | -1,495 | -15.8% | -$16.04万 | 减仓 |
| SYY | SYSCO CORP | $85.60万 | 0.02% | 12,001 | 6,089 | 103.0% | $43.43万 | 加仓 |