Sigma Planning Corp
ANN ARBOR MI · SEC CIK 0001449126
$39.73亿2026Q2 申报市值
1,404持仓数
23.1%前十大占比 · 第一大 5.3%
166 / 89新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FNDB 新建仓+$806.86万
QQQM 加仓+$759.46万
QQQ 加仓+$743.65万
JEPQ 加仓+$671.54万
SCHZ 新建仓+$610.00万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1,737.54万
AMZN 减仓-$1,215.15万
IVV 减仓-$1,189.09万
GARP 减仓-$1,014.98万
AAPL 减仓-$928.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | $780.51万 | 0.20% | 233,265 | -3,373 | -1.4% | -$11.29万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $778.64万 | 0.20% | 86,420 | 7,507 | 9.5% | $67.64万 | 加仓 |
| GLW | CORNING INC | $773.04万 | 0.19% | 30,264 | 2,033 | 7.2% | $51.93万 | 加仓 |
| ITOT | ISHARES TR | $770.63万 | 0.19% | 46,912 | 538 | 1.2% | $8.84万 | 加仓 |
| HDV | ISHARES TR | $764.77万 | 0.19% | 279,010 | -6,930 | -2.4% | -$19.00万 | 减仓 |
| MOAT | VANECK ETF TRUST | $762.45万 | 0.19% | 73,341 | 1,287 | 1.8% | $13.38万 | 加仓 |
| USMV | ISHARES TR | $758.21万 | 0.19% | 78,604 | -77,922 | -49.8% | -$751.64万 | 减仓 |
| BAC | BANK OF AMER CORP | $744.00万 | 0.19% | 130,572 | 16,561 | 14.5% | $94.36万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $743.05万 | 0.19% | 119,635 | -4,425 | -3.6% | -$27.48万 | 减仓 |
| USHY | ISHARES TR | $742.66万 | 0.19% | 200,610 | 4,737 | 2.4% | $17.54万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $738.10万 | 0.19% | 353,922 | 128,447 | 57.0% | $267.88万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $729.29万 | 0.18% | 129,123 | -15,160 | -10.5% | -$85.62万 | 减仓 |
| DTE | DTE ENERGY CO | $719.25万 | 0.18% | 47,200 | -4,988 | -9.6% | -$76.01万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $704.99万 | 0.18% | 44,434 | -9,416 | -17.5% | -$149.39万 | 减仓 |
| RSST | TIDAL TRUST II | $704.16万 | 0.18% | 215,405 | 1,305 | 0.6% | $4.27万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $702.70万 | 0.18% | 220,883 | 836 | 0.4% | $2.66万 | 加仓 |
| IXC | ISHARES TR | $700.15万 | 0.18% | 142,509 | 2,042 | 1.5% | $10.03万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $699.06万 | 0.18% | 28,769 | 2,262 | 8.5% | $54.96万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $692.71万 | 0.17% | 20,689 | -6,334 | -23.4% | -$212.08万 | 减仓 |
| — | ETF SER SOLUTIONS | $677.36万 | 0.17% | 157,934 | -141 | -0.1% | -$6,047 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $673.40万 | 0.17% | 138,389 | 41,434 | 42.7% | $201.62万 | 加仓 |
| MS | MORGAN STANLEY | $672.14万 | 0.17% | 32,153 | -2 | -0.0% | -$418 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $666.15万 | 0.17% | 130,746 | 13,982 | 12.0% | $71.24万 | 加仓 |
| IYW | ISHARES TR | $665.32万 | 0.17% | 26,378 | -6,646 | -20.1% | -$167.63万 | 减仓 |
| — | PACER FDS TR | $658.37万 | 0.17% | 223,852 | -9,354 | -4.0% | -$27.51万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $642.69万 | 0.16% | 75,177 | 15,756 | 26.5% | $134.70万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $641.59万 | 0.16% | 187,215 | -45,414 | -19.5% | -$155.63万 | 减仓 |
| IWP | ISHARES TR | $636.99万 | 0.16% | 43,508 | 504 | 1.2% | $7.38万 | 加仓 |
| KO | COCA COLA CO | $633.54万 | 0.16% | 77,949 | 2,940 | 3.9% | $23.90万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $626.30万 | 0.16% | 75,777 | 7,711 | 11.3% | $63.73万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $623.69万 | 0.16% | 171,369 | 132,081 | 336.2% | $480.70万 | 加仓 |
| MINT | PIMCO ETF TR | $623.02万 | 0.16% | 61,802 | 6,886 | 12.5% | $69.42万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $617.41万 | 0.16% | 103,437 | -12,080 | -10.5% | -$72.11万 | 减仓 |
| GEV | GE VERNOVA INC | $616.63万 | 0.16% | 5,248 | -2,302 | -30.5% | -$270.48万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $616.35万 | 0.16% | 162,362 | 20,797 | 14.7% | $78.95万 | 加仓 |
| IWM | ISHARES TR | $613.03万 | 0.15% | 20,404 | 256 | 1.3% | $7.69万 | 加仓 |
| IEMG | ISHARES INC | $612.17万 | 0.15% | 73,898 | -76,884 | -51.0% | -$636.91万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $610.00万 | 0.15% | 263,727 | 263,727 | — | $610.00万 | 新建仓 |
| IWF | ISHARES TR | $608.90万 | 0.15% | 49,038 | -4,254 | -8.0% | -$52.82万 | 减仓 |
| BA | BOEING CO | $608.31万 | 0.15% | 28,101 | 871 | 3.2% | $18.85万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $605.09万 | 0.15% | 190,399 | 697 | 0.4% | $2.22万 | 加仓 |
| NFLX | NETFLIX INC. | $601.76万 | 0.15% | 84,281 | 11,283 | 15.5% | $80.56万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $594.98万 | 0.15% | 169,655 | 22,147 | 15.0% | $77.67万 | 加仓 |
| MGK | VANGUARD WORLD FD | $586.51万 | 0.15% | 66,718 | 24,073 | 56.4% | $211.62万 | 加仓 |
| MRK | MERCK & CO INC | $585.24万 | 0.15% | 45,541 | -2,013 | -4.2% | -$25.87万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $583.10万 | 0.15% | 225,831 | 17,537 | 8.4% | $45.28万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $580.75万 | 0.15% | 17,030 | 608 | 3.7% | $20.73万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $578.65万 | 0.15% | 107,937 | -39,566 | -26.8% | -$212.11万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $575.66万 | 0.14% | 11,019 | 282 | 2.6% | $14.73万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $571.64万 | 0.14% | 138,379 | 8,113 | 6.2% | $33.51万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $570.76万 | 0.14% | 69,083 | -13,651 | -16.5% | -$112.78万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $569.61万 | 0.14% | 97,870 | 58,183 | 146.6% | $338.63万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $569.49万 | 0.14% | 94,459 | 2,022 | 2.2% | $12.19万 | 加仓 |
| MO | ALTRIA GROUP INC | $568.17万 | 0.14% | 78,957 | 9,969 | 14.5% | $71.74万 | 加仓 |
| ITA | ISHARES TR | $564.19万 | 0.14% | 23,273 | 3,650 | 18.6% | $88.48万 | 加仓 |
| MTUM | ISHARES TR | $559.18万 | 0.14% | 16,311 | 30 | 0.2% | $1.03万 | 加仓 |
| CSCO | CISCO SYS INC | $554.65万 | 0.14% | 47,221 | 855 | 1.8% | $10.04万 | 加仓 |
| ICSH | ISHARES TR | $554.13万 | 0.14% | 109,555 | 9,959 | 10.0% | $50.37万 | 加仓 |
| ETN | EATON CORP PLC | $546.17万 | 0.14% | 12,817 | 243 | 1.9% | $10.35万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $542.03万 | 0.14% | 12,563 | 1,380 | 12.3% | $59.54万 | 加仓 |
| IGV | ISHARES TR | $540.13万 | 0.14% | 59,617 | 4,873 | 8.9% | $44.15万 | 加仓 |
| PEP | PEPSICO INC | $537.65万 | 0.14% | 39,708 | 827 | 2.1% | $11.20万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $530.45万 | 0.13% | 27,664 | 4,906 | 21.6% | $94.07万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $528.81万 | 0.13% | 12,723 | -1,795 | -12.4% | -$74.61万 | 减仓 |
| DLN | WISDOMTREE TR | $522.67万 | 0.13% | 54,264 | -39 | -0.1% | -$3,756 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $515.07万 | 0.13% | 106,906 | -17,302 | -13.9% | -$83.36万 | 减仓 |
| INTC | INTEL CORP | $514.05万 | 0.13% | 36,815 | -1,656 | -4.3% | -$23.12万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $510.67万 | 0.13% | 75,088 | -9,866 | -11.6% | -$67.10万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $508.56万 | 0.13% | 40,177 | 517 | 1.3% | $6.54万 | 加仓 |
| AMGN | AMGEN INC | $507.65万 | 0.13% | 14,019 | -3,221 | -18.7% | -$116.64万 | 减仓 |
| PFE | PFIZER INC | $507.45万 | 0.13% | 210,735 | 39,162 | 22.8% | $94.30万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $504.22万 | 0.13% | 64,719 | 11,613 | 21.9% | $90.48万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $500.73万 | 0.13% | 45,720 | 1,141 | 2.6% | $12.50万 | 加仓 |
| — | MANAGED PORTFOLIO SER | $494.96万 | 0.12% | 105,920 | 3,460 | 3.4% | $16.17万 | 加仓 |
| VAW | VANGUARD WORLD FD | $490.52万 | 0.12% | 21,440 | -24 | -0.1% | -$5,491 | 减仓 |
| MA | MASTERCARD INCORPORATED | $479.17万 | 0.12% | 9,330 | 574 | 6.6% | $29.48万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $478.56万 | 0.12% | 24,219 | 337 | 1.4% | $6.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $475.09万 | 0.12% | 175,756 | 1,938 | 1.1% | $5.24万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $473.60万 | 0.12% | 29,969 | 2,936 | 10.9% | $46.40万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $473.32万 | 0.12% | 159,261 | 1,377 | 0.9% | $4.09万 | 加仓 |
| VDC | VANGUARD WORLD FD | $463.92万 | 0.12% | 20,574 | 1,159 | 6.0% | $26.13万 | 加仓 |
| MCD | MCDONALDS CORP | $463.82万 | 0.12% | 17,159 | 300 | 1.8% | $8.11万 | 加仓 |
| RTX | RTX CORPORATION | $463.62万 | 0.12% | 24,436 | -186 | -0.8% | -$3.53万 | 减仓 |
| LOW | LOWES COS INC | $462.62万 | 0.12% | 20,982 | 83 | 0.4% | $1.83万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $459.17万 | 0.12% | 57,590 | -2,495 | -4.2% | -$19.89万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $458.96万 | 0.12% | 139,127 | 22,078 | 18.9% | $72.83万 | 加仓 |
| DE | DEERE & CO | $457.49万 | 0.12% | 7,212 | 228 | 3.3% | $14.46万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $457.27万 | 0.12% | 90,263 | 10,208 | 12.8% | $51.71万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $451.79万 | 0.11% | 13,357 | 1,328 | 11.0% | $44.92万 | 加仓 |
| TLT | ISHARES TR | $446.83万 | 0.11% | 51,704 | 9,715 | 23.1% | $83.96万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $446.58万 | 0.11% | 88,367 | -30,890 | -25.9% | -$156.11万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $439.36万 | 0.11% | 76,251 | -1,167 | -1.5% | -$6.72万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $435.13万 | 0.11% | 105,872 | -13,837 | -11.6% | -$56.87万 | 减仓 |
| HEFA | ISHARES TR | $435.06万 | 0.11% | 92,715 | 4,915 | 5.6% | $23.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $434.87万 | 0.11% | 45,097 | 213 | 0.5% | $2.05万 | 加仓 |
| GE | GE AEROSPACE | $434.26万 | 0.11% | 11,620 | -5,776 | -33.2% | -$215.86万 | 减仓 |
| BE | BLOOM ENERGY CORP | $431.86万 | 0.11% | 14,267 | -9,567 | -40.1% | -$289.59万 | 减仓 |
| IDEV | ISHARES TR | $427.71万 | 0.11% | 48,052 | 4,423 | 10.1% | $39.37万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $420.63万 | 0.11% | 70,411 | -30,752 | -30.4% | -$183.71万 | 减仓 |
| WFC | WELLS FARGO & CO | $418.77万 | 0.11% | 50,675 | -11,422 | -18.4% | -$94.39万 | 减仓 |