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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $700.94万 | 0.19% | 69,634 | 6,814 | 10.8% | $68.59万 | 加仓 |
| MOAT | VANECK ETF TRUST | $696.76万 | 0.19% | 72,054 | -4,343 | -5.7% | -$42.00万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $690.94万 | 0.19% | 212,860 | 30,071 | 16.5% | $97.61万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $687.44万 | 0.19% | 80,961 | 11,377 | 16.4% | $96.60万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $678.28万 | 0.19% | 32,602 | -430 | -1.3% | -$8.95万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $677.14万 | 0.19% | 27,023 | -560 | -2.0% | -$14.03万 | 减仓 |
| IJS | ISHARES TR | $668.94万 | 0.19% | 56,475 | 3,776 | 7.2% | $44.73万 | 加仓 |
| — | HONEYWELL INTL INC | $664.31万 | 0.18% | 29,391 | -2,365 | -7.4% | -$53.46万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $663.82万 | 0.18% | 41,045 | 3,467 | 9.2% | $56.07万 | 加仓 |
| ITOT | ISHARES TR | $660.50万 | 0.18% | 46,374 | -853 | -1.8% | -$12.15万 | 减仓 |
| GEV | GE VERNOVA INC | $659.00万 | 0.18% | 7,550 | 1,536 | 25.5% | $134.07万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $636.34万 | 0.18% | 158,333 | 23,137 | 17.1% | $92.99万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $634.51万 | 0.18% | 57,276 | 9,151 | 19.0% | $101.38万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $626.08万 | 0.17% | 55,845 | 3,086 | 5.8% | $34.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $624.37万 | 0.17% | 115,517 | -396 | -0.3% | -$2.14万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $621.79万 | 0.17% | 124,060 | 6,031 | 5.1% | $30.23万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $620.71万 | 0.17% | 189,702 | 189,702 | — | $620.71万 | 新建仓 |
| — | PACER FDS TR | $613.54万 | 0.17% | 233,206 | 10,327 | 4.6% | $27.17万 | 加仓 |
| AMGN | AMGEN INC | $606.60万 | 0.17% | 17,240 | -752 | -4.2% | -$26.46万 | 减仓 |
| RSST | TIDAL TRUST II | $605.47万 | 0.17% | 214,100 | -3,934 | -1.8% | -$11.13万 | 减仓 |
| — | ETF SER SOLUTIONS | $605.43万 | 0.17% | 158,075 | 12,344 | 8.5% | $47.28万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $604.82万 | 0.17% | 101,163 | 32,207 | 46.7% | $192.55万 | 加仓 |
| PEP | PEPSICO INC | $603.78万 | 0.17% | 38,881 | -2,512 | -6.1% | -$39.01万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $600.73万 | 0.17% | 119,257 | 10,592 | 9.7% | $53.35万 | 加仓 |
| IYW | ISHARES TR | $599.13万 | 0.17% | 33,024 | -515 | -1.5% | -$9.34万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $597.00万 | 0.17% | 220,047 | 11,593 | 5.6% | $31.45万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $593.35万 | 0.16% | 78,913 | 9,323 | 13.4% | $70.10万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $584.15万 | 0.16% | 124,208 | -4,804 | -3.7% | -$22.59万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $575.86万 | 0.16% | 26,507 | 949 | 3.7% | $20.62万 | 加仓 |
| MRK | MERCK & CO INC | $572.07万 | 0.16% | 47,554 | 586 | 1.2% | $7.05万 | 加仓 |
| KO | COCA COLA CO | $570.49万 | 0.16% | 75,009 | -1,236 | -1.6% | -$9.40万 | 减仓 |
| IWF | ISHARES TR | $568.09万 | 0.16% | 13,323 | -10 | -0.1% | -$4,264 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $563.25万 | 0.16% | 68,066 | 3,334 | 5.2% | $27.59万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $562.16万 | 0.16% | 13,789 | 377 | 2.8% | $15.37万 | 加仓 |
| BAC | BANK AMERICA CORP | $555.80万 | 0.15% | 114,011 | -1,435 | -1.2% | -$7.00万 | 减仓 |
| MINT | PIMCO ETF TR | $552.29万 | 0.15% | 54,916 | 11,216 | 25.7% | $112.80万 | 加仓 |
| IWP | ISHARES TR | $550.96万 | 0.15% | 43,004 | 2,045 | 5.0% | $26.20万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $550.95万 | 0.15% | 58,824 | 379 | 0.6% | $3.55万 | 加仓 |
| BA | BOEING CO | $541.96万 | 0.15% | 27,230 | 2,467 | 10.0% | $49.10万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $541.79万 | 0.15% | 116,764 | 39,360 | 50.9% | $182.63万 | 加仓 |
| MS | MORGAN STANLEY | $529.17万 | 0.15% | 32,155 | 13 | 0.0% | $2,139 | 加仓 |
| BOND | PIMCO ETF TR | $525.52万 | 0.15% | 56,948 | 52,019 | 1,055.4% | $480.03万 | 加仓 |
| MCD | MCDONALDS CORP | $523.96万 | 0.15% | 16,859 | -659 | -3.8% | -$20.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $519.30万 | 0.14% | 39,660 | 1,560 | 4.1% | $20.43万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $514.56万 | 0.14% | 154,198 | 137,929 | 847.8% | $460.27万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $506.92万 | 0.14% | 92,437 | 4,803 | 5.5% | $26.34万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $504.28万 | 0.14% | 208,294 | 28,253 | 15.7% | $68.40万 | 加仓 |
| ICSH | ISHARES TR | $504.15万 | 0.14% | 99,596 | 4,578 | 4.8% | $23.17万 | 加仓 |
| IWM | ISHARES TR | $499.68万 | 0.14% | 20,148 | 868 | 4.5% | $21.53万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $497.36万 | 0.14% | 10,737 | -1,746 | -14.0% | -$80.88万 | 减仓 |
| ILCV | ISHARES TR | $494.73万 | 0.14% | 53,116 | 53,116 | — | $494.73万 | 新建仓 |
| WFC | WELLS FARGO & CO | $494.36万 | 0.14% | 62,097 | 4,491 | 7.8% | $35.75万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $494.26万 | 0.14% | 84,954 | 19,511 | 29.8% | $113.51万 | 加仓 |
| LOW | LOWES COS INC | $493.81万 | 0.14% | 20,899 | 236 | 1.1% | $5.58万 | 加仓 |
| GE | GE AEROSPACE | $493.66万 | 0.14% | 17,396 | 618 | 3.7% | $17.54万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $492.53万 | 0.14% | 96,955 | -12,698 | -11.6% | -$64.51万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $487.12万 | 0.14% | 141,565 | 17,508 | 14.1% | $60.25万 | 加仓 |
| DLN | WISDOMTREE TR | $485.09万 | 0.13% | 54,303 | -653 | -1.2% | -$5.83万 | 减仓 |
| VAW | VANGUARD WORLD FD | $483.67万 | 0.13% | 21,464 | -940 | -4.2% | -$21.18万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $482.51万 | 0.13% | 76,980 | -30,617 | -28.5% | -$191.91万 | 减仓 |
| PFE | PFIZER INC | $481.78万 | 0.13% | 171,573 | 5,500 | 3.3% | $15.44万 | 加仓 |
| RTX | RTX CORPORATION | $474.96万 | 0.13% | 24,622 | 29 | 0.1% | $5,594 | 加仓 |
| AMAT | APPLIED MATLS INC | $474.45万 | 0.13% | 13,881 | 1,415 | 11.4% | $48.36万 | 加仓 |
| FLRT | PACER FDS TR | $472.65万 | 0.13% | 102,063 | -4,897 | -4.6% | -$22.68万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $472.59万 | 0.13% | 225,475 | -18,721 | -7.7% | -$39.24万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $470.46万 | 0.13% | 130,266 | 130,266 | — | $470.46万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $469.54万 | 0.13% | 77,418 | -371 | -0.5% | -$2.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $469.47万 | 0.13% | 21,973 | -4,260 | -16.2% | -$91.02万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $468.34万 | 0.13% | 147,508 | 147,508 | — | $468.34万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $461.85万 | 0.13% | 260,198 | 15,821 | 6.5% | $28.08万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $459.75万 | 0.13% | 44,579 | 308 | 0.7% | $3.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $458.19万 | 0.13% | 173,818 | 5,023 | 3.0% | $13.24万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $458.19万 | 0.13% | 59,421 | 23,507 | 65.5% | $181.26万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $456.31万 | 0.13% | 66,343 | -10,484 | -13.6% | -$72.11万 | 减仓 |
| MO | ALTRIA GROUP INC | $455.33万 | 0.13% | 68,988 | 9,925 | 16.8% | $65.51万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $450.23万 | 0.13% | 83,733 | 2,672 | 3.3% | $14.37万 | 加仓 |
| ETN | EATON CORP PLC | $449.75万 | 0.12% | 12,574 | -899 | -6.7% | -$32.16万 | 减仓 |
| T | AT&T INC | $445.19万 | 0.12% | 153,568 | -3,249 | -2.1% | -$9.42万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $445.00万 | 0.12% | 7,363 | 348 | 5.0% | $21.03万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $442.07万 | 0.12% | 157,884 | 43,475 | 38.0% | $121.73万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $440.11万 | 0.12% | 23,882 | 5,069 | 26.9% | $93.41万 | 加仓 |
| IGV | ISHARES TR | $438.23万 | 0.12% | 54,744 | 2,389 | 4.6% | $19.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $437.52万 | 0.12% | 8,756 | -501 | -5.4% | -$25.03万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $436.62万 | 0.12% | 53,259 | 3,941 | 8.0% | $32.31万 | 加仓 |
| VDC | VANGUARD WORLD FD | $436.04万 | 0.12% | 19,415 | 1,140 | 6.2% | $25.60万 | 加仓 |
| ITA | ISHARES TR | $429.25万 | 0.12% | 19,623 | 1,360 | 7.4% | $29.75万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $429.22万 | 0.12% | 6,291 | 86 | 1.4% | $5.87万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $426.05万 | 0.12% | 119,709 | 7,537 | 6.7% | $26.82万 | 加仓 |
| ORCL | ORACLE CORP | $425.41万 | 0.12% | 28,918 | -2,584 | -8.2% | -$38.01万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $416.40万 | 0.12% | 53,106 | 3,412 | 6.9% | $26.75万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $414.45万 | 0.12% | 102,460 | 30,559 | 42.5% | $123.61万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $413.95万 | 0.11% | 74,559 | 5,968 | 8.7% | $33.13万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $406.96万 | 0.11% | 80,055 | 8,032 | 11.2% | $40.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $400.37万 | 0.11% | 27,033 | 222 | 0.8% | $3.29万 | 加仓 |
| ASML | ASML HLDG NV | $399.44万 | 0.11% | 3,024 | 487 | 19.2% | $64.33万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $398.12万 | 0.11% | 44,884 | 3,092 | 7.4% | $27.43万 | 加仓 |
| PULS | PGIM ETF TR | $397.32万 | 0.11% | 80,267 | 1,547 | 2.0% | $7.66万 | 加仓 |
| DE | DEERE & CO | $393.45万 | 0.11% | 6,984 | -646 | -8.5% | -$36.39万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $392.86万 | 0.11% | 14,518 | -593 | -3.9% | -$16.05万 | 减仓 |
| MTUM | ISHARES TR | $390.72万 | 0.11% | 16,281 | -761 | -4.5% | -$18.26万 | 减仓 |