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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $42.55万 | 0.01% | 10,951 | -3,127 | -22.2% | -$12.15万 | 减仓 |
| DOW | DOW HLDGS INC | $42.52万 | 0.01% | 10,208 | -2,475 | -19.5% | -$10.31万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.48万 | 0.01% | 2,041 | 467 | 29.7% | $9.72万 | 加仓 |
| XME | SPDR SERIES TRUST | $42.47万 | 0.01% | 3,932 | 3,932 | — | $42.47万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.46万 | 0.01% | 13,922 | 1,263 | 10.0% | $3.85万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $42.46万 | 0.01% | 4,092 | 564 | 16.0% | $5.85万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $42.26万 | 0.01% | 17,625 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $42.25万 | 0.01% | 18,992 | 46 | 0.2% | $1,023 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $42.18万 | 0.01% | 9,925 | -402 | -3.9% | -$1.71万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $42.15万 | 0.01% | 4,490 | -5,749 | -56.1% | -$53.97万 | 减仓 |
| CR | CRANE COMPANY | $42.00万 | 0.01% | 2,456 | -50 | -2.0% | -$8,550 | 减仓 |
| TRFK | PACER FDS TR | $41.97万 | 0.01% | 6,744 | -4,311 | -39.0% | -$26.83万 | 减仓 |
| MPLX | MPLX LP | $41.92万 | 0.01% | 7,346 | 72 | 1.0% | $4,109 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $41.88万 | 0.01% | 4,488 | -67 | -1.5% | -$6,252 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $41.79万 | 0.01% | 4,108 | -115 | -2.7% | -$1.17万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $41.79万 | 0.01% | 7,396 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $41.76万 | 0.01% | 4,985 | 3 | 0.1% | $251 | 加仓 |
| GOVT | ISHARES TR | $41.63万 | 0.01% | 18,172 | 7,073 | 63.7% | $16.20万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $41.47万 | 0.01% | 13,182 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $41.47万 | 0.01% | 8,978 | 709 | 8.6% | $3.27万 | 加仓 |
| EPI | WISDOMTREE TR | $41.45万 | 0.01% | 10,158 | -622 | -5.8% | -$2.54万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $41.37万 | 0.01% | 9,608 | -858 | -8.2% | -$3.69万 | 减仓 |
| ALAB | ASTERA LABS INC | $41.34万 | 0.01% | 3,772 | -146 | -3.7% | -$1.60万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $41.06万 | 0.01% | 9,723 | 975 | 11.1% | $4.12万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $41.03万 | 0.01% | 8,252 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $41.02万 | 0.01% | 18,014 | -5,660 | -23.9% | -$12.89万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $40.81万 | 0.01% | 3,886 | 10 | 0.3% | $1,050 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $40.66万 | 0.01% | 4,174 | -1,322 | -24.1% | -$12.88万 | 减仓 |
| — | ENERGY TRANSFER L P | $40.64万 | 0.01% | 35,123 | 35,123 | — | $40.64万 | 新建仓 |
| CIEN | CIENA CORP | $40.57万 | 0.01% | 1,045 | -340 | -24.5% | -$13.20万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $40.57万 | 0.01% | 4,699 | -70 | -1.5% | -$6,043 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $40.31万 | 0.01% | 16,183 | -5,912 | -26.8% | -$14.73万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $40.31万 | 0.01% | 9,561 | -1,843 | -16.2% | -$7.77万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $40.21万 | 0.01% | 15,111 | -1,559 | -9.4% | -$4.15万 | 减仓 |
| HYS | PIMCO ETF TR | $40.03万 | 0.01% | 4,292 | 693 | 19.3% | $6.46万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $39.99万 | 0.01% | 6,254 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $39.96万 | 0.01% | 8,920 | -3,046 | -25.5% | -$13.65万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $39.81万 | 0.01% | 762 | 15 | 2.0% | $7,837 | 加仓 |
| TACK | CAPITOL SER TR | $39.69万 | 0.01% | 13,058 | -177 | -1.3% | -$5,381 | 减仓 |
| URNM | SPROTT FDS TR | $39.60万 | 0.01% | 6,271 | -147 | -2.3% | -$9,283 | 减仓 |
| GUNR | FLEXSHARES TR | $39.60万 | 0.01% | 7,179 | 14 | 0.2% | $772 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $39.55万 | 0.01% | 8,622 | -169 | -1.9% | -$7,752 | 减仓 |
| IYE | ISHARES TR | $39.51万 | 0.01% | 6,100 | -27 | -0.4% | -$1,749 | 减仓 |
| EIDO | ISHARES TR | $39.47万 | 0.01% | 24,996 | 3,523 | 16.4% | $5.56万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $39.33万 | 0.01% | 2,279 | -164 | -6.7% | -$2.83万 | 减仓 |
| NNN | NNN REIT INC | $38.89万 | 0.01% | 9,254 | 1,517 | 19.6% | $6.38万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $38.84万 | 0.01% | 10,001 | -1,646 | -14.1% | -$6.39万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $38.81万 | 0.01% | 1,410 | -362 | -20.4% | -$9.96万 | 减仓 |
| IVES | WEDBUSH SER TR | $38.81万 | 0.01% | 13,679 | 7,167 | 110.1% | $20.33万 | 加仓 |
| CRK | COMSTOCK RES INC | $38.41万 | 0.01% | 18,222 | -147 | -0.8% | -$3,099 | 减仓 |
| XOP | SPDR SERIES TRUST | $38.37万 | 0.01% | 2,110 | 2,110 | — | $38.37万 | 新建仓 |
| VLUE | ISHARES TR | $38.31万 | 0.01% | 2,694 | 11 | 0.4% | $1,564 | 加仓 |
| SPMD | SPDR SERIES TRUST | $38.23万 | 0.01% | 6,455 | -494 | -7.1% | -$2.93万 | 减仓 |
| NET | CLOUDFLARE INC | $38.10万 | 0.01% | 1,847 | 272 | 17.3% | $5.61万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $37.92万 | 0.01% | 7,950 | 187 | 2.4% | $8,920 | 加仓 |
| TIPX | SPDR SERIES TRUST | $37.87万 | 0.01% | 19,733 | 847 | 4.5% | $1.63万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $37.81万 | 0.01% | 538 | 538 | — | $37.81万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $37.74万 | 0.01% | 6,337 | 679 | 12.0% | $4.04万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $37.74万 | 0.01% | 6,417 | -12 | -0.2% | -$706 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $37.57万 | 0.01% | 7,508 | 1,898 | 33.8% | $9.50万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $37.55万 | 0.01% | 7,638 | 7,638 | — | $37.55万 | 新建仓 |
| P | EVERPURE INC | $37.48万 | 0.01% | 6,348 | -200 | -3.1% | -$1.18万 | 减仓 |
| ECL | ECOLAB INC | $37.33万 | 0.01% | 1,403 | 47 | 3.5% | $1.25万 | 加仓 |
| SUSA | ISHARES TR | $37.29万 | 0.01% | 2,823 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $36.90万 | 0.01% | 3,845 | 438 | 12.9% | $4.20万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $36.90万 | 0.01% | 1,601 | -166 | -9.4% | -$3.83万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $36.84万 | 0.01% | 7,390 | 494 | 7.2% | $2.46万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $36.77万 | 0.01% | 7,170 | -2,430 | -25.3% | -$12.46万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $36.67万 | 0.01% | 2,139 | 2,139 | — | $36.67万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $36.60万 | 0.01% | 8,202 | -1,212 | -12.9% | -$5.41万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $36.57万 | 0.01% | 9,772 | -932 | -8.7% | -$3.49万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $36.39万 | 0.01% | 3,183 | 169 | 5.6% | $1.93万 | 加仓 |
| LZB | LA Z BOY INC | $36.10万 | 0.01% | 11,231 | 92 | 0.8% | $2,957 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.92万 | 0.01% | 9,349 | 59 | 0.6% | $2,267 | 加仓 |
| XYZ | BLOCK INC | $35.91万 | 0.01% | 5,967 | -1,967 | -24.8% | -$11.84万 | 减仓 |
| XVV | ISHARES TR | $35.79万 | 0.01% | 7,271 | 16 | 0.2% | $788 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $35.77万 | 0.01% | 11,700 | -300 | -2.5% | -$9,171 | 减仓 |
| — | SILA REALTY TRUST INC | $35.76万 | 0.01% | 15,101 | -1,097 | -6.8% | -$2.60万 | 减仓 |
| CVNA | CARVANA CO | $35.68万 | 0.01% | 1,135 | -1,015 | -47.2% | -$31.91万 | 减仓 |
| — | ISHARES TR | $35.47万 | 0.01% | 8,941 | -1,698 | -16.0% | -$6.74万 | 减仓 |
| BROS | DUTCH BROS INC | $35.38万 | 0.01% | 6,985 | 495 | 7.6% | $2.51万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $35.30万 | 0.01% | 4,959 | -1,632 | -24.8% | -$11.62万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $35.08万 | 0.01% | 4,233 | 20 | 0.5% | $1,657 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $35.01万 | 0.01% | 9,337 | -1,265 | -11.9% | -$4.74万 | 减仓 |
| ISTB | ISHARES TR | $34.95万 | 0.01% | 7,212 | 426 | 6.3% | $2.06万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $34.81万 | 0.01% | 2,301 | 140 | 6.5% | $2.12万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $34.81万 | 0.01% | 1,152 | 5 | 0.4% | $1,511 | 加仓 |
| EZPW | EZCORP INC | $34.79万 | 0.01% | 13,707 | 510 | 3.9% | $1.29万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $34.64万 | 0.01% | 3,663 | 6 | 0.2% | $567 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.58万 | 0.01% | 3,186 | -4 | -0.1% | -$434 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $34.58万 | 0.01% | 2,635 | 2,635 | — | $34.58万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $34.52万 | 0.01% | 2,289 | -4,635 | -66.9% | -$69.91万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $34.44万 | 0.01% | 27,651 | 2,877 | 11.6% | $3.58万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.33万 | 0.01% | 1,979 | -526 | -21.0% | -$9.12万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $34.31万 | 0.01% | 1,882 | -1 | -0.1% | -$182 | 减仓 |
| MOS | MOSAIC CO | $34.19万 | 0.01% | 13,408 | 13,408 | — | $34.19万 | 新建仓 |
| — | WISDOMTREE TR | $34.11万 | 0.01% | 3,371 | 213 | 6.7% | $2.16万 | 加仓 |
| — | ISHARES TR | $34.09万 | 0.01% | 3,272 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $33.99万 | 0.01% | 4,061 | -12 | -0.3% | -$1,004 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $33.95万 | 0.01% | 2,263 | -195 | -7.9% | -$2.93万 | 减仓 |