13F 机构持仓

Sigma Planning Corp

ANN ARBOR MI · SEC CIK 0001449126

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.4%
AAPL 4.3%
NVDA 3.1%
AMZN 2.0%
QQQ 1.7%
SPY 1.6%
DGRO 1.4%
MSFT 1.4%
IVW 1.4%
VOO 1.3%

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
FFOG FRANKLIN TEMPLETON ETF TR $21.83万0.01%5,314 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $21.82万0.01%4,728 -10,063-68.0% -$46.45万 减仓
DFIV DIMENSIONAL ETF TRUST $21.75万0.01%4,120 4,120— $21.75万 新建仓
PPLT ABRDN PLATINUM ETF TRUST $21.73万0.01%1,219 1,219— $21.73万 新建仓
PAA PLAINS ALL AMERN PIPELINE L $21.66万0.01%9,701 9,701— $21.66万 新建仓
DG DOLLAR GEN CORP $21.62万0.01%1,821 -498-21.5% -$5.91万 减仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $21.53万0.01%23,204 -52-0.2% -$483 减仓
IYK ISHARES TR $21.50万0.01%3,070 -245-7.4% -$1.72万 减仓
CI THE CIGNA GROUP $21.47万0.01%805 -114-12.4% -$3.04万 减仓
XT ISHARES TR $21.40万0.01%3,140 00.0% — 不变
NVDA NVIDIA CORPORATION 看涨期权 $21.39万0.01%11,200 7,600211.1% $14.51万 加仓
XAR SPDR SERIES TRUST $21.35万0.01%840 -14-1.6% -$3,558 减仓
SMLV SPDR SERIES TRUST $21.29万0.01%1,553 1,553— $21.29万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $21.28万0.01%3,172 -534-14.4% -$3.58万 减仓
EQT EQT CORP $21.21万0.01%3,333 3,333— $21.21万 新建仓
HYMC HYCROFT MINING HOLDING CORP $21.19万0.01%6,020 6,020— $21.19万 新建仓
PSI INVESCO EXCHANGE TRADED FD T $21.16万0.01%2,242 2,242— $21.16万 新建仓
ESGU ISHARES TR $21.16万0.01%1,496 -31-2.0% -$4,385 减仓
LNT ALLIANT ENERGY CORP $21.00万0.01%2,926 -1,807-38.2% -$12.97万 减仓
XSOE WISDOMTREE TR $20.96万0.01%5,227 -1,153-18.1% -$4.62万 减仓
PSA PUBLIC STORAGE OPER CO $20.94万0.01%773 773— $20.94万 新建仓
PGX INVESCO EXCH TRADED FD TR II $20.93万0.01%19,239 -4,946-20.5% -$5.38万 减仓
— ETF OPPORTUNITIES TRUST $20.91万0.01%5,779 5,779— $20.91万 新建仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $20.87万0.01%18,581 3471.9% $3,897 加仓
— FIRST TR EXCHNG TRADED FD VI $20.85万0.01%7,926 -223-2.7% -$5,867 减仓
ONB OLD NATL BANCORP IND $20.79万0.01%9,405 50.1% $111 加仓
IMO IMPERIAL OIL LTD $20.77万0.01%1,588 1,588— $20.77万 新建仓
RSPU INVESCO EXCHANGE TRADED FD T $20.76万0.01%2,559 2,559— $20.76万 新建仓
SPSM SPDR SERIES TRUST $20.72万0.01%4,289 -615-12.5% -$2.97万 减仓
AXON AXON ENTERPRISE INC $20.71万0.01%488 -180-26.9% -$7.64万 减仓
NFLT ETFIS SER TR I $20.66万0.01%9,081 -66-0.7% -$1,502 减仓
LAND GLADSTONE LD CORP $20.65万0.01%20,243 2,41713.6% $2.47万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $20.64万0.01%10,145 4084.2% $8,303 加仓
TSCO TRACTOR SUPPLY CO $20.60万0.01%4,548 -251-5.2% -$1.14万 减仓
TT TRANE TECHNOLOGIES PLC $20.53万0.01%493 -2,968-85.8% -$123.62万 减仓
MSI MOTOROLA SOLUTIONS INC $20.38万0.01%470 -548-53.8% -$23.77万 减仓
PCY INVESCO EXCH TRADED FD TR II $20.38万0.01%9,750 00.0% — 不变
NULG NUSHARES ETF TR $20.37万0.01%2,240 90.4% $819 加仓
— CALAMOS ETF TR $20.36万0.01%8,572 8,572— $20.36万 新建仓
TM TOYOTA MOTOR CORP $20.34万0.01%987 -639-39.3% -$13.17万 减仓
HACK AMPLIFY ETF TR $20.25万0.01%2,697 1174.5% $8,785 加仓
ITB ISHARES TR $20.22万0.01%2,233 411.9% $3,713 加仓
MLM MARTIN MARIETTA MATLS INC $20.13万0.01%342 82.4% $4,708 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $20.10万0.01%931 -292-23.9% -$6.31万 减仓
LTC LTC PPTYS INC $20.06万0.01%5,400 -858-13.7% -$3.19万 重新持有
RSPT INVESCO EXCHANGE TRADED FD T $20.03万0.01%4,425 4,425— $20.03万 新建仓
— VANECK ETF TRUST $19.79万0.01%19,288 -1,000-4.9% -$1.03万 减仓
SMR NUSCALE PWR CORP $19.46万0.01%17,954 7,08765.2% $7.68万 加仓
DIV GLOBAL X FDS $19.09万0.01%10,100 -565-5.3% -$1.07万 减仓
HAFN HAFNIA LTD $19.00万0.01%25,000 -3,800-13.2% -$2.89万 减仓
TSI TCW STRATEGIC INCOME FD INC $18.84万0.01%41,952 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $18.78万0.01%24,906 -492-1.9% -$3,710 减仓
NWL NEWELL BRANDS INC $18.71万0.01%54,554 6,45413.4% $2.21万 加仓
CIM CHIMERA INVT CORP $18.44万0.01%14,690 5013.5% $6,288 加仓
ABR ARBOR REALTY TRUST INC $17.69万0.00%22,941 -16,385-41.7% -$12.63万 减仓
RGTI RIGETTI COMPUTING INC $17.45万0.00%12,431 -750-5.7% -$1.05万 减仓
EVER EVERQUOTE INC $16.28万0.00%10,560 1,12511.9% $1.73万 加仓
— HEARTBEAM INC $16.17万0.00%132,550 70,900115.0% $8.65万 加仓
SSL SASOL LTD $16.03万0.00%12,372 12,372— $16.03万 新建仓
UNG UNITED STS NAT GAS FD LP $16.00万0.00%13,642 1,71614.4% $2.01万 加仓
FLG FLAGSTAR BANK NATIONAL ASSOC $15.67万0.00%11,898 -2,158-15.4% -$2.84万 减仓
— EATON VANCE SR FLTNG RTE TR $15.22万0.00%14,438 110.1% $116 加仓
— FIRST TR EXCHNG TRADED FD VI $15.08万0.00%12,952 1431.1% $1,664 加仓
— 374WATER INC $14.87万0.00%52,353 7,00015.4% $1.99万 加仓
AGNT EXP WORLD HLDGS INC $14.21万0.00%23,722 2631.1% $1,575 加仓
ODD ODDITY TECH LTD $14.10万0.00%10,535 3,60552.0% $4.82万 加仓
MQY BLACKROCK MUNIYILD QULT FD I $13.62万0.00%12,400 12,400— $13.62万 新建仓
IBRX IMMUNITYBIO INC $13.59万0.00%17,715 7154.2% $5,484 加仓
RDW REDWIRE CORPORATION $13.03万0.00%15,334 -1,745-10.2% -$1.48万 减仓
GNL GLOBAL NET LEASE INC $12.38万0.00%13,227 -1,840-12.2% -$1.72万 减仓
BHVN BIOHAVEN LTD $11.27万0.00%13,324 -289-2.1% -$2,445 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $11.00万0.00%10,601 10,601— $11.00万 新建仓
MARA MARA HOLDINGS INC $10.94万0.00%13,409 1,48512.5% $1.21万 加仓
— EATON VANCE FLOATING RATE IN $10.80万0.00%10,062 280.3% $300 加仓
CNC CENTENE CORP DEL 看涨期权 $10.76万0.00%20,000 00.0% — 不变
NOK NOKIA CORP $10.69万0.00%13,302 -6,567-33.1% -$5.28万 减仓
FLO FLOWERS FOODS INC $10.43万0.00%12,801 1,73515.7% $1.41万 加仓
CLSK CLEANSPARK INC $10.33万0.00%12,133 -200-1.6% -$1,702 减仓
— NUVEEN SELECT MAT MUN FD $10.31万0.00%10,911 110.1% $104 加仓
CLF CLEVELAND-CLIFFS INC NEW $10.11万0.00%11,969 -94-0.8% -$794 减仓
— BIRCHTECH CORP $9.96万0.00%52,412 52,412— $9.96万 新建仓
PSEC PROSPECT CAP CORP $9.54万0.00%36,568 -1,357-3.6% -$3,542 减仓
F FORD MTR CO 看涨期权 $9.19万0.00%40,500 -500-1.2% -$1,135 减仓
SERV SERVE ROBOTICS INC $8.82万0.00%10,446 3003.0% $2,532 加仓
— CBRE GBL REAL ESTATE INC FD $8.80万0.00%20,041 1210.6% $531 加仓
TWI TITAN INTL INC ILL $8.34万0.00%12,069 00.0% — 不变
— TPG MTG INVTS TR INC $8.19万0.00%11,200 11,200— $8.19万 新建仓
MPT MEDICAL PROPERTIES TRUST INC $8.14万0.00%17,579 -698-3.8% -$3,232 减仓
— CREDIT SUISSE ASSET MGMT $8.05万0.00%31,435 00.0% — 不变
ACHR ARCHER AVIATION INC $7.45万0.00%14,418 14,418— $7.45万 新建仓
SB SAFE BULKERS INC $7.39万0.00%11,675 230.2% $146 加仓
GAB GABELLI EQUITY TR INC $7.34万0.00%13,107 600.5% $336 加仓
BBD BANCO BRADESCO S A $7.12万0.00%19,512 350.2% $128 加仓
NAT NORDIC AMERICAN TANKERS LIMI $7.01万0.00%11,960 -10,799-47.4% -$6.33万 减仓
PCT PURECYCLE TECHNOLOGIES INC $5.32万0.00%10,246 10,246— $5.32万 新建仓
BBAI BIGBEAR AI HLDGS INC $4.89万0.00%13,900 1,30010.3% $4,576 加仓
GGB GERDAU SA $4.85万0.00%13,426 -3,899-22.5% -$1.41万 减仓
GEVO GEVO INC $4.64万0.00%17,000 17,000— $4.64万 新建仓
XRX XEROX HOLDINGS CORP $4.12万0.00%31,903 -4,441-12.2% -$5,729 减仓
REI RING ENERGY INC $3.92万0.00%25,605 25,605— $3.92万 新建仓