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
CDNS CADENCE DESIGN SYSTEM INC $80.21万0.02%2,137 43625.6% $16.36万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $81.05万0.02%29,019 20,651246.8% $57.68万 加仓
TDVG T ROWE PRICE EXCHANGE-TRADED $81.05万0.02%16,532 1440.9% $7,060 加仓
DHR DANAHER CORP DEL $81.20万0.02%4,263 -232-5.2% -$4.42万 减仓
BROS DUTCH BROS INC $81.36万0.02%11,329 4,34462.2% $31.20万 加仓
DTCR GLOBAL X FDS $81.66万0.02%26,867 26,867— $81.66万 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $81.68万0.02%27,887 14,374106.4% $42.10万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $82.30万0.02%39,814 -2,031-4.9% -$4.20万 减仓
DNP DNP SELECT INCOME FD INC $82.32万0.02%76,241 2280.3% $2,462 加仓
— INNOVATOR ETFS TRUST $82.35万0.02%22,422 -51-0.2% -$1,873 减仓
SWK STANLEY BLACK & DECKER INC $82.57万0.02%8,773 -456-4.9% -$4.29万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $82.57万0.02%12,233 -660-5.1% -$4.46万 减仓
ECH ISHARES INC $82.68万0.02%20,825 1,3396.9% $5.32万 加仓
PATH UIPATH INC $82.75万0.02%76,130 3,7085.1% $4.03万 加仓
ADBE ADOBE INC $83.09万0.02%4,053 832.1% $1.70万 加仓
QXO QXO INC $83.41万0.02%48,269 1,4973.2% $2.59万 加仓
— CAPITAL GROUP EQUITY ETF TR $83.48万0.02%27,000 2,0008.0% $6.18万 加仓
SUSA ISHARES TR $83.77万0.02%5,429 2,60692.3% $40.21万 加仓
CARR CARRIER GLOBAL CORPORATION $84.00万0.02%11,452 2732.4% $2.00万 加仓
SVM SILVERCORP METALS INC $84.22万0.02%83,384 -766-0.9% -$7,737 减仓
TGTX TG THERAPEUTICS INC $84.47万0.02%15,375 15,375— $84.47万 新建仓
AVES AMERICAN CENTY ETF TR $84.62万0.02%12,899 12,899— $84.62万 新建仓
BNY BANK OF NY MELLON CORP $85.23万0.02%5,894 82416.3% $11.92万 加仓
SCHQ SCHWAB STRATEGIC TR $85.36万0.02%27,271 27,271— $85.36万 新建仓
BLSH BULLISH $85.48万0.02%36,483 36,483— $85.48万 新建仓
UL UNILEVER PLC $85.60万0.02%14,237 2,14817.8% $12.92万 加仓
— INNOVATOR ETFS TRUST $85.99万0.02%30,298 -305-1.0% -$8,656 减仓
ELV ELEVANCE HEALTH INC FORMERLY $86.07万0.02%2,225 67243.3% $25.99万 加仓
XEL XCEL ENERGY INC $86.28万0.02%10,744 230.2% $1,847 加仓
SCHE SCHWAB STRATEGIC TR $86.52万0.02%23,862 -133-0.6% -$4,823 减仓
FLMI FRANKLIN TEMPLETON ETF TR $86.57万0.02%34,394 16,23989.4% $40.87万 加仓
APP APPLOVIN CORP $86.61万0.02%1,681 -385-18.6% -$19.84万 减仓
JFR NUVEEN FLOATING RATE INCOME $86.88万0.02%113,279 15,30615.6% $11.74万 加仓
MP MP MATERIALS CORP $87.10万0.02%15,551 1010.7% $5,657 加仓
BOCT INNOVATOR ETFS TRUST $87.11万0.02%16,430 -804-4.7% -$4.26万 减仓
DRS LEONARDO DRS INC $87.28万0.02%20,454 20,454— $87.28万 新建仓
JBL JABIL INC $87.28万0.02%2,264 -2,016-47.1% -$77.72万 减仓
EWH ISHARES INC $87.64万0.02%41,891 2,6146.7% $5.47万 加仓
SFLR INNOVATOR ETFS TRUST $88.05万0.02%22,824 -1,146-4.8% -$4.42万 减仓
PFF ISHARES TR $88.66万0.02%29,077 9,37647.6% $28.59万 加仓
SAP SAP SE $88.85万0.02%5,765 5,765— $88.85万 新建仓
PL PLANET LABS PBC $88.85万0.02%26,820 26,820— $88.85万 新建仓
DGX QUEST DIAGNOSTICS INC $89.00万0.02%4,199 -21-0.5% -$4,451 减仓
BLK BLACKROCK INC $89.18万0.02%927 -11-1.2% -$1.06万 减仓
EMR EMERSON ELEC CO $89.23万0.02%6,233 -278-4.3% -$3.98万 减仓
KGC KINROSS GOLD CORP $89.56万0.02%37,918 -9,649-20.3% -$22.79万 减仓
CALF PACER FDS TR $89.61万0.02%17,707 -4,584-20.6% -$23.20万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $89.78万0.02%19,126 4492.4% $2.11万 加仓
SEI SOLARIS ENERGY INFRAS INC $90.22万0.02%11,213 11,213— $90.22万 新建仓
ROP ROPER TECHNOLOGIES INC $90.55万0.02%2,676 -78-2.8% -$2.64万 减仓
BLCR BLACKROCK ETF TRUST $90.69万0.02%18,006 18,006— $90.69万 新建仓
CTRI CENTURI HOLDINGS INC $90.72万0.02%30,000 30,000— $90.72万 新建仓
— FIRST TR EXCHNG TRADED FD VI $90.80万0.02%38,862 -85-0.2% -$1,986 减仓
NEM NEWMONT CORP $90.90万0.02%9,732 -5,687-36.9% -$53.12万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $91.17万0.02%17,998 1,66310.2% $8.42万 加仓
D DOMINION ENERGY INC $91.18万0.02%13,352 -659-4.7% -$4.50万 减仓
ZTS ZOETIS INC $91.22万0.02%12,694 3,13132.7% $22.50万 加仓
ARKW ARK ETF TR $91.53万0.02%6,319 2,23954.9% $32.43万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $91.65万0.02%21,418 3971.9% $1.70万 加仓
SCHO SCHWAB STRATEGIC TR $91.66万0.02%37,970 37,970— $91.66万 新建仓
GXO GXO LOGISTICS INCORPORATED $91.67万0.02%18,080 1,1326.7% $5.74万 加仓
PJUL INNOVATOR ETFS TRUST $91.68万0.02%18,783 -361-1.9% -$1.76万 减仓
— BONDBLOXX ETF TRUST $91.89万0.02%18,773 14,462335.5% $70.79万 重新持有
BKNG BOOKING HOLDINGS INC $91.92万0.02%5,157 2,55798.3% $45.58万 加仓
CMI CUMMINS INC $92.06万0.02%1,291 -10-0.8% -$7,131 减仓
OUSM ALPS ETF TR $92.16万0.02%19,394 -360-1.8% -$1.71万 减仓
ARM ARM HOLDINGS PLC $92.24万0.02%2,601 30013.0% $10.64万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $92.37万0.02%45,359 -3,392-7.0% -$6.91万 减仓
— INNOVATOR ETFS TRUST $92.65万0.02%46,152 -475-1.0% -$9,536 减仓
TPR TAPESTRY INC $92.98万0.02%6,352 -2-0.0% -$293 减仓
EXC EXELON CORP $92.99万0.02%19,946 1,90710.6% $8.89万 加仓
USTB VICTORY PORTFOLIOS II $93.11万0.02%18,394 -5,625-23.4% -$28.47万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $93.23万0.02%34,115 -2,356-6.5% -$6.44万 减仓
VCLT VANGUARD SCOTTSDALE FDS $93.78万0.02%12,463 3,36537.0% $25.32万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $93.89万0.02%4,845 -12-0.2% -$2,325 减仓
— COHEN & STEERS ETF TRUST $94.12万0.02%28,185 530.2% $1,770 加仓
XTEN BONDBLOXX ETF TRUST $94.29万0.02%20,687 20,687— $94.29万 新建仓
BP BP PLC $94.38万0.02%25,542 -1,794-6.6% -$6.63万 减仓
— FIRST TR EXCHNG TRADED FD VI $94.46万0.02%39,494 -2,639-6.3% -$6.31万 减仓
MSTR STRATEGY INC $94.81万0.02%10,906 1,23612.8% $10.74万 加仓
HOOD ROBINHOOD MKTS INC $95.45万0.02%9,519 -1,041-9.9% -$10.44万 减仓
NPKI NPK INTERNATIONAL INC $95.46万0.02%60,000 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $96.88万0.02%11,188 3363.1% $2.91万 加仓
IDU ISHARES TR $97.11万0.02%8,473 -371-4.2% -$4.25万 减仓
VMBS VANGUARD SCOTTSDALE FDS $97.18万0.02%20,759 1,2066.2% $5.65万 加仓
RBC RBC BEARINGS INC $97.19万0.02%1,509 1,509— $97.19万 新建仓
ATI ATI INC $97.25万0.02%4,934 -5,583-53.1% -$110.04万 减仓
FNDX SCHWAB STRATEGIC TR $97.32万0.02%31,293 2,88610.2% $8.98万 加仓
LIN LINDE PLC $97.35万0.02%1,876 50136.4% $26.00万 加仓
NLR VANECK ETF TRUST $97.54万0.02%8,410 2,23436.2% $25.91万 加仓
NET CLOUDFLARE INC $97.57万0.02%3,978 2,131115.4% $52.27万 加仓
EFA ISHARES TR $97.63万0.02%9,398 1982.2% $2.06万 加仓
COWG PACER FDS TR $97.94万0.02%24,395 -560-2.2% -$2.25万 减仓
COPX GLOBAL X FDS $98.22万0.02%12,751 -1,854-12.7% -$14.28万 减仓
XLC SELECT SECTOR SPDR TR $98.40万0.02%9,186 -10,821-54.1% -$115.92万 减仓
PTNQ PACER FDS TR $98.51万0.02%11,112 -1,108-9.1% -$9.82万 减仓
SHLD GLOBAL X FDS $98.69万0.02%16,519 1200.7% $7,169 加仓
PTLC PACER FDS TR $99.84万0.03%17,136 -330-1.9% -$1.92万 减仓
PBI PITNEY BOWES INC $100.27万0.03%57,230 -1,529-2.6% -$2.68万 减仓
SCHV SCHWAB STRATEGIC TR $100.83万0.03%28,964 15,042108.0% $52.37万 加仓