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 |
|---|---|---|---|---|---|---|---|---|
| XSVM | INVESCO EXCHANGE TRADED FD T | $33.93万 | 0.01% | 5,631 | 13 | 0.2% | $783 | 加仓 |
| WPC | WP CAREY INC | $33.88万 | 0.01% | 4,986 | -820 | -14.1% | -$5.57万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $33.79万 | 0.01% | 697 | -457 | -39.6% | -$22.15万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $33.78万 | 0.01% | 25,024 | 7,514 | 42.9% | $10.14万 | 加仓 |
| MUNI | PIMCO ETF TR | $33.77万 | 0.01% | 6,470 | 1,838 | 39.7% | $9.59万 | 加仓 |
| MSCI | MSCI INC | $33.76万 | 0.01% | 626 | -14 | -2.2% | -$7,549 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $33.71万 | 0.01% | 7,307 | -765 | -9.5% | -$3.53万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $33.56万 | 0.01% | 6,669 | -1,543 | -18.8% | -$7.76万 | 减仓 |
| SUSB | ISHARES TR | $33.51万 | 0.01% | 13,371 | 606 | 4.7% | $1.52万 | 加仓 |
| AUR | AURORA INNOVATION INC | $33.47万 | 0.01% | 81,227 | 38,849 | 91.7% | $16.01万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $33.38万 | 0.01% | 11,480 | -256 | -2.2% | -$7,444 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $33.37万 | 0.01% | 1,683 | -375 | -18.2% | -$7.43万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $33.35万 | 0.01% | 14,519 | -2,535 | -14.9% | -$5.82万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $33.31万 | 0.01% | 10,800 | 10,800 | — | $33.31万 | 新建仓 |
| DGT | SPDR SERIES TRUST | $33.17万 | 0.01% | 1,957 | -57 | -2.8% | -$9,662 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $33.16万 | 0.01% | 8,269 | 2,892 | 53.8% | $11.60万 | 加仓 |
| ESLT | ELBIT SYS LTD | $33.13万 | 0.01% | 390 | 8 | 2.1% | $6,796 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $33.07万 | 0.01% | 15,829 | -85,950 | -84.4% | -$179.55万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $33.04万 | 0.01% | 7,199 | 908 | 14.4% | $4.17万 | 加仓 |
| XPH | SPDR SERIES TRUST | $33.01万 | 0.01% | 6,103 | 158 | 2.7% | $8,546 | 加仓 |
| DON | WISDOMTREE TR | $32.95万 | 0.01% | 6,272 | -884 | -12.4% | -$4.64万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $32.90万 | 0.01% | 30,636 | 359 | 1.2% | $3,856 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $32.89万 | 0.01% | 13,756 | 13,756 | — | $32.89万 | 新建仓 |
| HSY | HERSHEY CO | $32.83万 | 0.01% | 1,579 | -227 | -12.6% | -$4.72万 | 减仓 |
| EEMS | ISHARES INC | $32.79万 | 0.01% | 4,740 | 4,740 | — | $32.79万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $32.66万 | 0.01% | 189 | -353 | -65.1% | -$60.99万 | 减仓 |
| CTAS | CINTAS CORP | $32.23万 | 0.01% | 1,906 | -31 | -1.6% | -$5,243 | 减仓 |
| — | COLUMBIA ETF TR II | $32.14万 | 0.01% | 5,847 | 539 | 10.2% | $2.96万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $32.08万 | 0.01% | 1,535 | 1,535 | — | $32.08万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $32.02万 | 0.01% | 5,244 | 5,244 | — | $32.02万 | 新建仓 |
| XYLD | GLOBAL X FDS | $31.93万 | 0.01% | 8,161 | -65 | -0.8% | -$2,543 | 减仓 |
| GWW | WW GRAINGER INC | $31.78万 | 0.01% | 291 | 19 | 7.0% | $2.07万 | 加仓 |
| OBIL | RBB FD INC | $31.74万 | 0.01% | 6,338 | 100 | 1.6% | $5,007 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.55万 | 0.01% | 9,299 | -28,494 | -75.4% | -$96.67万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.44万 | 0.01% | 1,034 | 1 | 0.1% | $304 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $31.43万 | 0.01% | 6,611 | -331 | -4.8% | -$1.57万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $31.19万 | 0.01% | 12,520 | 12,520 | — | $31.19万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $31.10万 | 0.01% | 8,611 | -639 | -6.9% | -$2.31万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $31.01万 | 0.01% | 6,267 | 2,177 | 53.2% | $10.77万 | 加仓 |
| — | PACER FDS TR | $30.83万 | 0.01% | 6,561 | 70 | 1.1% | $3,289 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $30.83万 | 0.01% | 7,957 | 2,252 | 39.5% | $8.72万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $30.73万 | 0.01% | 7,114 | 7,114 | — | $30.73万 | 新建仓 |
| IONQ | IONQ INC | $30.58万 | 0.01% | 10,607 | 424 | 4.2% | $1.22万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $30.50万 | 0.01% | 7,466 | -154 | -2.0% | -$6,292 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.48万 | 0.01% | 3,806 | 288 | 8.2% | $2.31万 | 加仓 |
| — | FLEXSHARES TR | $30.31万 | 0.01% | 1,516 | -271 | -15.2% | -$5.42万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $30.28万 | 0.01% | 1,550 | 1,550 | — | $30.28万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $30.26万 | 0.01% | 6,307 | -176 | -2.7% | -$8,444 | 减仓 |
| EMB | ISHARES TR | $30.23万 | 0.01% | 3,218 | -335 | -9.4% | -$3.15万 | 减仓 |
| IGE | ISHARES TR | $29.97万 | 0.01% | 4,761 | 287 | 6.4% | $1.81万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $29.87万 | 0.01% | 7,411 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $29.87万 | 0.01% | 1,921 | -581 | -23.2% | -$9.03万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.81万 | 0.01% | 12,012 | -48 | -0.4% | -$1,191 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $29.75万 | 0.01% | 13,230 | -552 | -4.0% | -$1.24万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $29.63万 | 0.01% | 32,169 | -1,065 | -3.2% | -$9,809 | 减仓 |
| SNA | SNAP ON INC | $29.59万 | 0.01% | 815 | -58 | -6.6% | -$2.11万 | 减仓 |
| SYM | SYMBOTIC INC | $29.54万 | 0.01% | 5,553 | -150 | -2.6% | -$7,980 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $29.53万 | 0.01% | 5,949 | -705 | -10.6% | -$3.50万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $29.40万 | 0.01% | 3,673 | -550 | -13.0% | -$4.40万 | 重新持有 |
| AZO | AUTOZONE INC | $29.39万 | 0.01% | 87 | 1 | 1.2% | $3,378 | 加仓 |
| EUFN | ISHARES TR | $29.34万 | 0.01% | 8,419 | 1,808 | 27.3% | $6.30万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $29.33万 | 0.01% | 3,695 | -218 | -5.6% | -$1.73万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $29.25万 | 0.01% | 8,134 | 23 | 0.3% | $827 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $29.25万 | 0.01% | 1,685 | -101 | -5.7% | -$1.75万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $29.25万 | 0.01% | 10,172 | 1,860 | 22.4% | $5.35万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $29.24万 | 0.01% | 3,166 | -33 | -1.0% | -$3,048 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $29.12万 | 0.01% | 11,050 | -209 | -1.9% | -$5,507 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $29.10万 | 0.01% | 4,780 | 745 | 18.5% | $4.54万 | 加仓 |
| IWX | ISHARES TR | $28.80万 | 0.01% | 3,108 | -682 | -18.0% | -$6.32万 | 减仓 |
| TLN | TALEN ENERGY CORP | $28.70万 | 0.01% | 899 | -145 | -13.9% | -$4.63万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $28.70万 | 0.01% | 9,409 | 9,409 | — | $28.70万 | 新建仓 |
| ARKG | ARK ETF TR | $28.68万 | 0.01% | 10,854 | 42 | 0.4% | $1,110 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $28.32万 | 0.01% | 6,260 | 473 | 8.2% | $2.14万 | 加仓 |
| EOG | EOG RES INC | $28.28万 | 0.01% | 1,956 | -79 | -3.9% | -$1.14万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $28.25万 | 0.01% | 5,352 | -311 | -5.5% | -$1.64万 | 减仓 |
| INTU | INTUIT | $28.00万 | 0.01% | 648 | 2 | 0.3% | $864 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $27.91万 | 0.01% | 15,671 | -4,295 | -21.5% | -$7.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.89万 | 0.01% | 3,920 | -2,657 | -40.4% | -$18.90万 | 减仓 |
| EMXC | ISHARES INC | $27.86万 | 0.01% | 3,541 | 3,541 | — | $27.86万 | 新建仓 |
| EWY | ISHARES INC | $27.82万 | 0.01% | 2,262 | 2,262 | — | $27.82万 | 新建仓 |
| QURE | UNIQURE NV | $27.63万 | 0.01% | 16,900 | 12,400 | 275.6% | $20.27万 | 重新持有 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $27.63万 | 0.01% | 7,795 | -665 | -7.9% | -$2.36万 | 减仓 |
| NVO | NOVO-NORDISK A S | $27.62万 | 0.01% | 7,422 | 865 | 13.2% | $3.22万 | 加仓 |
| USB | US BANCORP | $27.62万 | 0.01% | 5,311 | -43 | -0.8% | -$2,236 | 减仓 |
| CASY | CASEYS GEN STORES INC | $27.40万 | 0.01% | 376 | 376 | — | $27.40万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $27.40万 | 0.01% | 4,165 | 4,165 | — | $27.40万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $27.37万 | 0.01% | 23,783 | 401 | 1.7% | $4,615 | 加仓 |
| HCA | HCA HEALTHCARE INC | $27.37万 | 0.01% | 578 | -160 | -21.7% | -$7.58万 | 减仓 |
| IRM | IRON MTN INC DEL | $27.35万 | 0.01% | 2,674 | -931 | -25.8% | -$9.52万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $27.35万 | 0.01% | 5,719 | 1,061 | 22.8% | $5.07万 | 加仓 |
| — | GABELLI GLOBAL UTIL & INCOME | $27.26万 | 0.01% | 14,232 | 91 | 0.6% | $1,743 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $27.17万 | 0.01% | 5,092 | 1,700 | 50.1% | $9.07万 | 加仓 |
| CPRT | COPART INC | $27.07万 | 0.01% | 8,154 | -6,297 | -43.6% | -$20.91万 | 减仓 |
| CLH | CLEAN HARBORS INC | $27.07万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $27.05万 | 0.01% | 4,530 | -497 | -9.9% | -$2.97万 | 减仓 |
| — | RLJ LODGING TR | $27.04万 | 0.01% | 11,220 | 11,220 | — | $27.04万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $26.98万 | 0.01% | 568 | -67 | -10.6% | -$3.18万 | 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 |
| FDMO | FIDELITY COVINGTON TRUST | $26.54万 | 0.01% | 3,313 | -1,707 | -34.0% | -$13.68万 | 减仓 |
| VSEC | VSE CORP | $26.48万 | 0.01% | 1,436 | 1,436 | — | $26.48万 | 新建仓 |