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 |
|---|---|---|---|---|---|---|---|---|
| TPLC | TIMOTHY PLAN | $26.48万 | 0.01% | 5,702 | 151 | 2.7% | $7,013 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $26.24万 | 0.01% | 2,152 | -441 | -17.0% | -$5.38万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $26.14万 | 0.01% | 1,296 | 3 | 0.2% | $605 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $26.03万 | 0.01% | 4,028 | -191 | -4.5% | -$1.23万 | 减仓 |
| MAS | MASCO CORP | $25.99万 | 0.01% | 4,305 | -16 | -0.4% | -$966 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $25.87万 | 0.01% | 223 | 64 | 40.3% | $7.42万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $25.84万 | 0.01% | 656 | 656 | — | $25.84万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $25.83万 | 0.01% | 31,621 | 61 | 0.2% | $498 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.75万 | 0.01% | 10,814 | -1,611 | -13.0% | -$3.84万 | 减仓 |
| MKC | MCCORMICK & CO INC | $25.65万 | 0.01% | 5,086 | -307 | -5.7% | -$1.55万 | 减仓 |
| — | COGNITION THERAPEUTICS INC | $25.65万 | 0.01% | 337,765 | 121,600 | 56.3% | $9.24万 | 加仓 |
| RDDT | REDDIT INC | $25.53万 | 0.01% | 1,896 | -4,771 | -71.6% | -$64.23万 | 减仓 |
| FALN | ISHARES TR | $25.35万 | 0.01% | 9,486 | -630 | -6.2% | -$1.68万 | 减仓 |
| IOT | SAMSARA INC | $25.33万 | 0.01% | 7,993 | -168 | -2.1% | -$5,324 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $25.27万 | 0.01% | 2,268 | -497 | -18.0% | -$5.54万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.01% | 3,696 | 3,696 | — | $25.26万 | 新建仓 |
| LOUP | INNOVATOR ETFS TRUST | $25.26万 | 0.01% | 3,669 | -48 | -1.3% | -$3,305 | 减仓 |
| SCZ | ISHARES TR | $25.21万 | 0.01% | 3,215 | -80 | -2.4% | -$6,274 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $25.17万 | 0.01% | 6,251 | 315 | 5.3% | $1.27万 | 加仓 |
| — | ISHARES TR | $25.14万 | 0.01% | 8,928 | 8,928 | — | $25.14万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $25.10万 | 0.01% | 3,081 | 99 | 3.3% | $8,066 | 加仓 |
| EC | ECOPETROL S A | $25.04万 | 0.01% | 16,704 | 16,704 | — | $25.04万 | 新建仓 |
| KAPR | INNOVATOR ETFS TRUST | $24.96万 | 0.01% | 6,885 | 148 | 2.2% | $5,365 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $24.93万 | 0.01% | 4,997 | 1,211 | 32.0% | $6.04万 | 加仓 |
| PINS | PINTEREST INC | $24.92万 | 0.01% | 13,585 | 13,585 | — | $24.92万 | 新建仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $24.88万 | 0.01% | 7,390 | 347 | 4.9% | $1.17万 | 加仓 |
| KWEB | KRANESHARES TRUST | $24.81万 | 0.01% | 8,726 | 53 | 0.6% | $1,507 | 加仓 |
| — | LIVE VENTURES INC | $24.64万 | 0.01% | 20,617 | -32 | -0.2% | -$382 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $24.63万 | 0.01% | 5,903 | 833 | 16.4% | $3.48万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.62万 | 0.01% | 3,130 | -13 | -0.4% | -$1,023 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $24.55万 | 0.01% | 5,694 | -2,848 | -33.3% | -$12.28万 | 减仓 |
| SIL | GLOBAL X FDS | $24.53万 | 0.01% | 2,723 | 902 | 49.5% | $8.13万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.48万 | 0.01% | 3,379 | -18,330 | -84.4% | -$132.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.48万 | 0.01% | 8,337 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $24.47万 | 0.01% | 3,347 | -11 | -0.3% | -$804 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.44万 | 0.01% | 2,965 | 2,965 | — | $24.44万 | 新建仓 |
| DRD | DRDGOLD LIMITED | $24.42万 | 0.01% | 8,315 | -228 | -2.7% | -$6,696 | 减仓 |
| EAGG | ISHARES TR | $24.40万 | 0.01% | 5,132 | 179 | 3.6% | $8,511 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $24.37万 | 0.01% | 4,870 | 47 | 1.0% | $2,352 | 加仓 |
| MFC | MANULIFE FINL CORP | $24.37万 | 0.01% | 7,077 | -97 | -1.4% | -$3,341 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.34万 | 0.01% | 8,373 | -17,899 | -68.1% | -$52.03万 | 减仓 |
| IYG | ISHARES TR | $24.26万 | 0.01% | 2,928 | -193 | -6.2% | -$1.60万 | 减仓 |
| RCAT | RED CAT HLDGS INC | $24.12万 | 0.01% | 18,427 | 3,593 | 24.2% | $4.70万 | 加仓 |
| WY | WEYERHAEUSER CO | $24.10万 | 0.01% | 9,866 | -768 | -7.2% | -$1.88万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $24.06万 | 0.01% | 4,755 | -393 | -7.6% | -$1.99万 | 减仓 |
| IYR | ISHARES TR | $24.03万 | 0.01% | 2,541 | 2,541 | — | $24.03万 | 新建仓 |
| DBND | DOUBLELINE ETF TRUST | $24.03万 | 0.01% | 5,245 | -419 | -7.4% | -$1.92万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $23.99万 | 0.01% | 9,271 | 140 | 1.5% | $3,623 | 加仓 |
| BCI | ABRDN ETFS | $23.96万 | 0.01% | 9,866 | -1,015 | -9.3% | -$2.47万 | 减仓 |
| BBDC | BARINGS BDC INC | $23.92万 | 0.01% | 29,066 | -1,235 | -4.1% | -$1.02万 | 减仓 |
| SRE | SEMPRA | $23.89万 | 0.01% | 2,458 | -1,470 | -37.4% | -$14.28万 | 减仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $23.86万 | 0.01% | 4,181 | -60 | -1.4% | -$3,424 | 减仓 |
| UGI | UGI CORP NEW | $23.86万 | 0.01% | 6,548 | 714 | 12.2% | $2.60万 | 加仓 |
| CRMD | CORMEDIX INC | $23.71万 | 0.01% | 34,920 | 11,048 | 46.3% | $7.50万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.69万 | 0.01% | 1,894 | -550 | -22.5% | -$6.88万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $23.69万 | 0.01% | 8,420 | -2,810 | -25.0% | -$7.91万 | 减仓 |
| RKLB | ROCKET LAB CORP | $23.64万 | 0.01% | 3,680 | -391 | -9.6% | -$2.51万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $23.54万 | 0.01% | 5,629 | -48 | -0.8% | -$2,008 | 减仓 |
| — | NEOS ETF TRUST | $23.48万 | 0.01% | 4,582 | 5 | 0.1% | $256 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $23.46万 | 0.01% | 4,713 | 29 | 0.6% | $1,444 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.42万 | 0.01% | 1,489 | -226 | -13.2% | -$3.55万 | 减仓 |
| AIA | ISHARES TR | $23.42万 | 0.01% | 2,206 | 2,206 | — | $23.42万 | 新建仓 |
| IYJ | ISHARES TR | $23.38万 | 0.01% | 1,585 | 1 | 0.1% | $148 | 加仓 |
| MCO | MOODYS CORP | $23.32万 | 0.01% | 534 | 534 | — | $23.32万 | 新建仓 |
| LDUR | PIMCO ETF TR | $23.30万 | 0.01% | 2,432 | 37 | 1.5% | $3,545 | 加仓 |
| EWJ | ISHARES INC | $23.21万 | 0.01% | 2,749 | -283 | -9.3% | -$2.39万 | 减仓 |
| CBRE | CBRE GROUP INC | $23.20万 | 0.01% | 1,713 | 34 | 2.0% | $4,606 | 加仓 |
| RS | RELIANCE INC | $23.20万 | 0.01% | 763 | -67 | -8.1% | -$2.04万 | 减仓 |
| HYDB | ISHARES TR | $23.19万 | 0.01% | 4,985 | 4,985 | — | $23.19万 | 新建仓 |
| — | WISDOMTREE TR | $23.19万 | 0.01% | 2,799 | 2,799 | — | $23.19万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $23.10万 | 0.01% | 4,010 | -628 | -13.5% | -$3.62万 | 减仓 |
| EME | EMCOR GROUP INC | $23.04万 | 0.01% | 312 | -368 | -54.1% | -$27.18万 | 减仓 |
| USVM | VICTORY PORTFOLIOS II | $22.98万 | 0.01% | 2,427 | 2,427 | — | $22.98万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $22.93万 | 0.01% | 10,400 | 10,400 | — | $22.93万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $22.92万 | 0.01% | 1,173 | -114 | -8.9% | -$2.23万 | 减仓 |
| — | CALAMOS ETF TR | $22.92万 | 0.01% | 8,503 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $22.91万 | 0.01% | 2,603 | 2,603 | — | $22.91万 | 新建仓 |
| — | ISHARES TR | $22.77万 | 0.01% | 8,784 | 193 | 2.2% | $5,004 | 加仓 |
| HUBB | HUBBELL INC | $22.76万 | 0.01% | 464 | -21 | -4.3% | -$1.03万 | 减仓 |
| AEE | AMEREN CORP | $22.73万 | 0.01% | 2,068 | -43 | -2.0% | -$4,726 | 减仓 |
| — | CALAMOS ETF TR | $22.67万 | 0.01% | 8,343 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $22.59万 | 0.01% | 6,990 | 6,990 | — | $22.59万 | 新建仓 |
| SAM | BOSTON BEER INC | $22.46万 | 0.01% | 975 | -5 | -0.5% | -$1,152 | 重新持有 |
| — | CALAMOS ETF TR | $22.44万 | 0.01% | 8,351 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $22.40万 | 0.01% | 18,119 | 447 | 2.5% | $5,525 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.35万 | 0.01% | 6,977 | -22 | -0.3% | -$705 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $22.35万 | 0.01% | 7,740 | 7,740 | — | $22.35万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $22.16万 | 0.01% | 8,648 | 8,648 | — | $22.16万 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $22.12万 | 0.01% | 11,800 | -1,000 | -7.8% | -$1.88万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $22.09万 | 0.01% | 6,634 | 83 | 1.3% | $2,764 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $22.01万 | 0.01% | 15,253 | -1,076 | -6.6% | -$1.55万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $21.99万 | 0.01% | 4,146 | -4,294 | -50.9% | -$22.77万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $21.99万 | 0.01% | 4,534 | 4,534 | — | $21.99万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $21.98万 | 0.01% | 8,368 | -10,443 | -55.5% | -$27.43万 | 减仓 |
| UNM | UNUM GROUP | $21.95万 | 0.01% | 3,005 | -21 | -0.7% | -$1,534 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $21.94万 | 0.01% | 5,408 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $21.92万 | 0.01% | 1,902 | 1,902 | — | $21.92万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.89万 | 0.01% | 1,529 | 6 | 0.4% | $859 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $21.87万 | 0.01% | 5,963 | 5,963 | — | $21.87万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.86万 | 0.01% | 9,203 | -7,426 | -44.7% | -$17.64万 | 重新持有 |