13F 机构持仓

Sigma Planning Corp

ANN ARBOR MI · SEC CIK 0001449126

2026Q22026Q1 更早 9 个季度 🔒
$39.73亿2026Q2 申报市值
1,404持仓数
23.1%前十大占比 · 第一大 5.3%
166 / 89新建仓 / 清仓
申报市值走势$39.73亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
AAPL 4.2%
NVDA 2.8%
QQQ 2.1%
AMZN 1.8%
SPY 1.5%
IVW 1.5%
DGRO 1.4%
MSFT 1.3%
VOO 1.2%

2026Q2 买入最多 按季末市值估算

FNDB 新建仓+$806.86万
QQQM 加仓+$759.46万
QQQ 加仓+$743.65万
JEPQ 加仓+$671.54万
SCHZ 新建仓+$610.00万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$1,737.54万
AMZN 减仓-$1,215.15万
IVV 减仓-$1,189.09万
GARP 减仓-$1,014.98万
AAPL 减仓-$928.87万

2026Q2 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
IONQ IONQ INC $64.60万0.02%12,129 1,52214.3% $8.11万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $64.72万0.02%40,351 1,4763.8% $2.37万 加仓
CHAT TIDAL TRUST II $64.89万0.02%6,576 6,576— $64.89万 新建仓
FANG DIAMONDBACK ENERGY INC $65.05万0.02%3,701 2025.8% $3.55万 加仓
VIGI VANGUARD WHITEHALL FDS $65.16万0.02%6,978 1,11719.1% $10.43万 加仓
XLRE SELECT SECTOR SPDR TR $65.53万0.02%14,884 -959-6.1% -$4.22万 减仓
ATO ATMOS ENERGY CORP $65.78万0.02%3,818 -16-0.4% -$2,757 减仓
IAG IAMGOLD CORP $65.99万0.02%41,660 7651.9% $1.21万 加仓
BAUG INNOVATOR ETFS TRUST $66.16万0.02%12,340 -828-6.3% -$4.44万 减仓
ARW ARROW ELECTRS INC $66.39万0.02%3,111 3,111— $66.39万 新建仓
PTY PIMCO CORPORATE & INCOME OPP $66.58万0.02%55,341 12,52529.3% $15.07万 加仓
QBTS D-WAVE QUANTUM INC $66.68万0.02%27,794 12,54182.2% $30.09万 加仓
RECS COLUMBIA ETF TR I $66.69万0.02%15,409 5183.5% $2.24万 加仓
NKE NIKE INC $66.84万0.02%16,277 -19,816-54.9% -$81.37万 减仓
FDLO FIDELITY COVINGTON TRUST $67.23万0.02%9,839 2622.7% $1.79万 加仓
AWK AMERICAN WTR WKS CO INC NEW $67.41万0.02%5,123 130.3% $1,711 加仓
CORO BLACKROCK ETF TRUST $67.63万0.02%18,479 18,479— $67.63万 新建仓
VEEV VEEVA SYS INC $67.65万0.02%3,812 40211.8% $7.13万 加仓
CIEN CIENA CORP $67.80万0.02%1,382 33732.2% $16.53万 加仓
MUNI PIMCO ETF TR $67.96万0.02%12,920 6,45099.7% $33.93万 加仓
DFAI DIMENSIONAL ETF TRUST $68.06万0.02%16,499 16,499— $68.06万 新建仓
JPEM J P MORGAN EXCHANGE TRADED F $68.18万0.02%10,861 2952.8% $1.85万 加仓
— INNOVATOR ETFS TRUST $68.19万0.02%32,119 -116,991-78.5% -$248.37万 减仓
SUB ISHARES TR $68.24万0.02%6,409 -25,729-80.1% -$273.94万 减仓
GCC WISDOMTREE TR $68.27万0.02%30,140 00.0% — 不变
BJUL INNOVATOR ETFS TRUST $68.62万0.02%12,634 -606-4.6% -$3.29万 减仓
— TCW ETF TRUST $68.67万0.02%12,388 -940-7.1% -$5.21万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $68.77万0.02%3,175 2,002170.7% $43.36万 加仓
CPAY CORPAY INC $68.82万0.02%2,065 2,065— $68.82万 新建仓
TFC TRUIST FINL CORP $68.93万0.02%13,837 9457.3% $4.71万 加仓
SECT NORTHERN LTS FD TR IV $69.26万0.02%9,611 -121,594-92.7% -$876.25万 减仓
SPHD INVESCO EXCH TRADED FD TR II $69.27万0.02%13,626 1260.9% $6,406 加仓
RWL INVESCO EXCH TRADED FD TR II $69.49万0.02%5,439 -11-0.2% -$1,405 减仓
PNR PENTAIR PLC $69.86万0.02%9,113 1,25115.9% $9.59万 加仓
INMU BLACKROCK ETF TRUST II $69.86万0.02%28,810 15,054109.4% $36.51万 加仓
EWY ISHARES INC $69.93万0.02%3,464 1,20253.1% $24.27万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $69.97万0.02%13,856 -15,522-52.8% -$78.39万 减仓
SHV ISHARES TR $70.04万0.02%6,347 -432-6.4% -$4.77万 减仓
SHW SHERWIN WILLIAMS CO $70.23万0.02%2,040 -40-1.9% -$1.38万 减仓
LHX L3HARRIS TECHNOLOGIES INC $70.66万0.02%2,432 1536.7% $4.45万 加仓
DDWM WISDOMTREE TR $70.70万0.02%15,309 -1,440-8.6% -$6.65万 减仓
SMLF ISHARES TR $70.71万0.02%7,933 -2,897-26.7% -$25.82万 减仓
RSG REPUBLIC SVCS INC $70.73万0.02%3,320 -42-1.2% -$8,948 减仓
SIVR ABRDN SILVER ETF TRUST $70.79万0.02%12,591 1,0048.7% $5.64万 加仓
GOVT ISHARES TR $70.88万0.02%31,113 12,94171.2% $29.48万 加仓
SCHI SCHWAB STRATEGIC TR $70.89万0.02%31,313 4501.5% $1.02万 加仓
BJUN INNOVATOR ETFS TRUST $70.90万0.02%14,565 -550-3.6% -$2.68万 减仓
FNCL FIDELITY COVINGTON TRUST $70.97万0.02%9,269 -4,940-34.8% -$37.82万 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $71.11万0.02%34,338 2340.7% $4,846 加仓
CSPF COHEN & STEERS ETF TRUST $71.15万0.02%27,280 230.1% $600 加仓
ICOW PACER FDS TR $71.23万0.02%17,111 3,47325.5% $14.46万 加仓
MDIV FIRST TR EXCHANGE TRADED FD $71.27万0.02%43,128 -483-1.1% -$7,982 减仓
DSI ISHARES TR $71.44万0.02%5,017 -1,466-22.6% -$20.88万 减仓
TIMB TIM S A $71.46万0.02%33,362 33,362— $71.46万 新建仓
CGCB CAPITAL GRP FIXED INCM ETF T $71.47万0.02%27,300 8713.3% $2.28万 加仓
— INVESCO EXCH TRD SLF IDX FD $71.53万0.02%8,052 -1,330-14.2% -$11.82万 减仓
FENY FIDELITY COVINGTON TRUST $71.54万0.02%24,202 6512.8% $1.92万 加仓
OHI OMEGA HEALTHCARE INVS INC $71.72万0.02%15,043 -1,270-7.8% -$6.06万 减仓
EQIX EQUINIX INC $72.26万0.02%693 22247.1% $23.15万 加仓
SHEL SHELL PLC $72.39万0.02%9,336 -320-3.3% -$2.48万 减仓
HRL HORMEL FOODS CORP $72.56万0.02%29,236 1,8286.7% $4.54万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $72.57万0.02%26,418 3,29414.2% $9.05万 加仓
INDA ISHARES TR $72.59万0.02%14,697 -1,671-10.2% -$8.25万 减仓
IUS INVESCO EXCH TRD SLF IDX FD $72.63万0.02%11,076 1311.2% $8,591 加仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $73.26万0.02%72,677 -884-1.2% -$8,911 减仓
VCR VANGUARD WORLD FD $73.29万0.02%1,848 502.8% $1.98万 加仓
EXI ISHARES TR $73.46万0.02%3,664 40.1% $802 加仓
OPEN OPENDOOR TECHNOLOGIES INC $73.83万0.02%159,800 -3,500-2.1% -$1.62万 减仓
NSC NORFOLK SOUTHN CORP $73.84万0.02%2,347 -2-0.1% -$629 减仓
— FIRST TR EXCHANGE-TRADED FD $74.18万0.02%45,540 -68-0.1% -$1,108 减仓
NVS NOVARTIS AG $74.29万0.02%4,740 240.5% $3,761 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $74.30万0.02%10,840 -291-2.6% -$1.99万 减仓
XME SPDR SERIES TRUST $74.32万0.02%6,950 3,01876.8% $32.27万 加仓
TFPM TRIPLE FLAG PRECIOUS METAL $74.96万0.02%25,013 -601-2.3% -$1.80万 减仓
ARIS ARIS MINING CORPORATION $75.39万0.02%50,563 -55-0.1% -$820 减仓
HYG ISHARES TR $75.48万0.02%9,439 1391.5% $1.11万 加仓
QURE UNIQURE NV $75.54万0.02%16,400 -500-3.0% -$2.30万 减仓
VTEB VANGUARD MUN BD FDS $75.73万0.02%14,973 -11,596-43.6% -$58.65万 减仓
MKSI MKS INC. $75.88万0.02%1,706 1,706— $75.88万 新建仓
GOF GUGGENHEIM STRATEGIC OPPORTU $76.03万0.02%69,622 9,59216.0% $10.47万 加仓
TMUS T-MOBILE US INC $76.05万0.02%4,534 1262.9% $2.11万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $76.16万0.02%45,758 -2,170-4.5% -$3.61万 减仓
LMUB ISHARES TR $76.40万0.02%14,916 14,916— $76.40万 新建仓
BKGI BNY MELLON ETF TRUST $76.53万0.02%17,017 17,017— $76.53万 新建仓
IWN ISHARES TR $76.56万0.02%3,461 -283-7.6% -$6.26万 减仓
HIMS HIMS & HERS HEALTH INC $76.72万0.02%22,128 -3,879-14.9% -$13.45万 减仓
IXUS ISHARES TR $77.14万0.02%8,083 2923.7% $2.79万 加仓
FLRN SPDR SERIES TRUST $77.51万0.02%25,124 -3,542-12.4% -$10.93万 减仓
LNG CHENIERE ENERGY INC $77.60万0.02%3,247 -1,006-23.7% -$24.04万 减仓
YUM YUM BRANDS INC $77.85万0.02%4,870 491.0% $7,833 加仓
SCHW SCHWAB CHARLES CORP $77.95万0.02%8,448 -10,073-54.4% -$92.94万 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $78.17万0.02%7,052 6169.6% $6.83万 加仓
THRO BLACKROCK ETF TRUST $78.45万0.02%18,199 -7,887-30.2% -$34.00万 减仓
POWL POWELL INDS INC $78.49万0.02%2,741 -232-7.8% -$6.64万 减仓
PYLD PIMCO ETF TR $79.04万0.02%29,802 4,57118.1% $12.12万 加仓
HTGC HERCULES CAPITAL INC $79.43万0.02%50,369 -1,700-3.3% -$2.68万 减仓
TGT TARGET CORP $79.45万0.02%6,083 -166-2.7% -$2.17万 减仓
SPLV INVESCO EXCH TRADED FD TR II $79.59万0.02%10,627 1781.7% $1.33万 加仓
MNST MONSTER BEVERAGE CORP NEW $79.69万0.02%8,291 4,912145.4% $47.21万 加仓
VONV VANGUARD SCOTTSDALE FDS $80.04万0.02%7,529 210.3% $2,232 加仓