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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $390.55万 | 0.11% | 40,463 | -1,693 | -4.0% | -$16.34万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $385.19万 | 0.11% | 80,165 | -94,227 | -54.0% | -$452.76万 | 减仓 |
| GLW | CORNING INC | $383.85万 | 0.11% | 28,231 | -1,033 | -3.5% | -$14.05万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $381.77万 | 0.11% | 35,031 | 1,049 | 3.1% | $11.43万 | 加仓 |
| CME | CME GROUP INC | $381.22万 | 0.11% | 12,907 | -365 | -2.8% | -$10.78万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $375.86万 | 0.10% | 40,520 | -276 | -0.7% | -$2.56万 | 减仓 |
| HEFA | ISHARES TR | $373.11万 | 0.10% | 87,800 | -13,226 | -13.1% | -$56.20万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $372.28万 | 0.10% | 22,758 | 8,912 | 64.4% | $145.78万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $370.82万 | 0.10% | 8,044 | -661 | -7.6% | -$30.47万 | 减仓 |
| O | REALTY INCOME CORP | $369.91万 | 0.10% | 60,457 | -3,585 | -5.6% | -$21.94万 | 减仓 |
| MDT | MEDTRONIC PLC | $367.58万 | 0.10% | 42,420 | 54 | 0.1% | $4,679 | 加仓 |
| IDEV | ISHARES TR | $364.61万 | 0.10% | 43,629 | 17,001 | 63.8% | $142.08万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $364.38万 | 0.10% | 50,658 | -7,485 | -12.9% | -$53.84万 | 减仓 |
| TLT | ISHARES TR | $364.00万 | 0.10% | 41,989 | -3,347 | -7.4% | -$29.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $363.85万 | 0.10% | 12,029 | 1,419 | 13.4% | $42.92万 | 加仓 |
| TIP | ISHARES TR | $362.73万 | 0.10% | 32,868 | 1,716 | 5.5% | $18.94万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $362.67万 | 0.10% | 51,545 | -1,102 | -2.1% | -$7.75万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $361.28万 | 0.10% | 36,722 | 9,941 | 37.1% | $97.80万 | 加仓 |
| CSCO | CISCO SYS INC | $359.75万 | 0.10% | 46,366 | -20,169 | -30.3% | -$156.49万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $356.89万 | 0.10% | 60,716 | 25,977 | 74.8% | $152.69万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $355.93万 | 0.10% | 71,458 | 3,414 | 5.0% | $17.01万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $355.00万 | 0.10% | 70,422 | 70,422 | — | $355.00万 | 新建仓 |
| IWS | ISHARES TR | $353.60万 | 0.10% | 24,262 | 245 | 1.0% | $3.57万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $353.10万 | 0.10% | 47,018 | 1,093 | 2.4% | $8.21万 | 加仓 |
| IQLT | ISHARES TR | $351.37万 | 0.10% | 76,004 | 826 | 1.1% | $3.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $350.58万 | 0.10% | 47,607 | 17,246 | 56.8% | $127.00万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $343.65万 | 0.10% | 117,049 | 64,658 | 123.4% | $189.84万 | 加仓 |
| GDX | VANECK ETF TRUST | $342.62万 | 0.10% | 37,334 | -7,058 | -15.9% | -$64.77万 | 减仓 |
| SUB | ISHARES TR | $342.27万 | 0.10% | 32,138 | 186 | 0.6% | $1.98万 | 加仓 |
| IEF | ISHARES TR | $341.12万 | 0.09% | 35,742 | 1,407 | 4.1% | $13.43万 | 加仓 |
| F | FORD MTR CO | $337.84万 | 0.09% | 292,758 | 17,479 | 6.3% | $20.17万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $336.06万 | 0.09% | 30,421 | 5,355 | 21.4% | $59.16万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $335.49万 | 0.09% | 32,455 | -1,556 | -4.6% | -$16.08万 | 减仓 |
| VHT | VANGUARD WORLD FD | $333.12万 | 0.09% | 12,232 | -498 | -3.9% | -$13.56万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $331.96万 | 0.09% | 13,970 | 2,479 | 21.6% | $58.91万 | 加仓 |
| SHYG | ISHARES TR | $328.36万 | 0.09% | 77,609 | 987 | 1.3% | $4.18万 | 加仓 |
| DVY | ISHARES TR | $328.31万 | 0.09% | 21,684 | -274 | -1.2% | -$4.15万 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $327.88万 | 0.09% | 129,647 | 3,862 | 3.1% | $9.77万 | 加仓 |
| VLO | VALERO ENERGY CORP | $325.04万 | 0.09% | 13,155 | 30 | 0.2% | $7,413 | 加仓 |
| SNTH | TIDAL TRUST III | $325.04万 | 0.09% | 123,870 | 123,870 | — | $325.04万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $324.43万 | 0.09% | 63,639 | 2,310 | 3.8% | $11.78万 | 加仓 |
| CRM | SALESFORCE INC | $324.33万 | 0.09% | 17,374 | -6,346 | -26.8% | -$118.46万 | 减仓 |
| IWR | ISHARES TR | $323.81万 | 0.09% | 33,304 | 1,281 | 4.0% | $12.46万 | 加仓 |
| BE | BLOOM ENERGY CORP | $322.92万 | 0.09% | 23,834 | 18,809 | 374.3% | $254.84万 | 重新持有 |
| — | EA SERIES TRUST | $320.78万 | 0.09% | 69,993 | 69,993 | — | $320.78万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $320.06万 | 0.09% | 63,240 | -1,389 | -2.1% | -$7.03万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $319.03万 | 0.09% | 63,374 | 1,659 | 2.7% | $8.35万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $314.61万 | 0.09% | 5,101 | 138 | 2.8% | $8.51万 | 加仓 |
| MGK | VANGUARD WORLD FD | $313.40万 | 0.09% | 8,529 | 3,003 | 54.3% | $110.35万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $312.96万 | 0.09% | 10,605 | 106 | 1.0% | $3.13万 | 加仓 |
| AMLP | ALPS ETF TR | $311.85万 | 0.09% | 59,243 | 1,850 | 3.2% | $9.74万 | 加仓 |
| STIP | ISHARES TR | $308.07万 | 0.09% | 29,786 | -1,273 | -4.1% | -$13.17万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $307.72万 | 0.09% | 62,891 | -3,159 | -4.8% | -$15.46万 | 减仓 |
| CLX | CLOROX CO DEL | $307.26万 | 0.09% | 29,650 | 10,522 | 55.0% | $109.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $306.33万 | 0.09% | 149,110 | -1,225 | -0.8% | -$2.52万 | 减仓 |
| KHC | KRAFT HEINZ CO | $304.63万 | 0.08% | 135,452 | 42,411 | 45.6% | $95.38万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $302.23万 | 0.08% | 30,938 | -99 | -0.3% | -$9,671 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $296.78万 | 0.08% | 20,465 | -1,038 | -4.8% | -$15.05万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $295.91万 | 0.08% | 86,916 | 834 | 1.0% | $2.84万 | 加仓 |
| OEF | ISHARES TR | $294.67万 | 0.08% | 9,264 | -1,266 | -12.0% | -$40.27万 | 减仓 |
| CLS | CELESTICA INC | $292.83万 | 0.08% | 10,396 | -3,511 | -25.2% | -$98.90万 | 减仓 |
| IJK | ISHARES TR | $292.26万 | 0.08% | 29,046 | -1,458 | -4.8% | -$14.67万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $291.60万 | 0.08% | 53,455 | -5,173 | -8.8% | -$28.22万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $284.93万 | 0.08% | 158,119 | -5,358 | -3.3% | -$9.66万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $284.91万 | 0.08% | 73,859 | -43,766 | -37.2% | -$168.83万 | 减仓 |
| IWV | ISHARES TR | $284.82万 | 0.08% | 7,684 | 2,085 | 37.2% | $77.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $283.64万 | 0.08% | 17,154 | -689 | -3.9% | -$11.39万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $282.62万 | 0.08% | 20,278 | -7,783 | -27.7% | -$108.47万 | 减仓 |
| NOBL | PROSHARES TR | $280.12万 | 0.08% | 26,423 | -848 | -3.1% | -$8.99万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $276.68万 | 0.08% | 74,377 | 5,573 | 8.1% | $20.73万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $274.18万 | 0.08% | 61,324 | 606 | 1.0% | $2.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $273.15万 | 0.08% | 7,959 | -21 | -0.3% | -$7,207 | 减仓 |
| SPYI | NEOS ETF TRUST | $272.69万 | 0.08% | 55,233 | 14,612 | 36.0% | $72.14万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $272.42万 | 0.08% | 54,539 | -600 | -1.1% | -$3.00万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $270.25万 | 0.08% | 38,410 | 240 | 0.6% | $1.69万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $269.91万 | 0.07% | 14,795 | -3,211 | -17.8% | -$58.58万 | 减仓 |
| B | BARRICK MNG CORP | $269.50万 | 0.07% | 66,070 | -2,074 | -3.0% | -$8.46万 | 减仓 |
| QCOM | QUALCOMM INC | $268.94万 | 0.07% | 20,883 | -1,662 | -7.4% | -$21.40万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $268.64万 | 0.07% | 51,731 | -823 | -1.6% | -$4.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $267.38万 | 0.07% | 8,137 | -36 | -0.4% | -$1.18万 | 减仓 |
| CMS | CMS ENERGY CORP | $266.66万 | 0.07% | 34,372 | 951 | 2.8% | $7.38万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $266.51万 | 0.07% | 153,874 | -962 | -0.6% | -$1.67万 | 减仓 |
| VDE | VANGUARD WORLD FD | $265.11万 | 0.07% | 15,321 | 2,045 | 15.4% | $35.39万 | 加仓 |
| IDCC | INTERDIGITAL INC | $264.83万 | 0.07% | 8,769 | 448 | 5.4% | $13.53万 | 加仓 |
| QDPL | PACER FDS TR | $263.86万 | 0.07% | 65,738 | -20,074 | -23.4% | -$80.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $263.28万 | 0.07% | 16,422 | -4,185 | -20.3% | -$67.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $261.38万 | 0.07% | 41,854 | -79 | -0.2% | -$4,934 | 减仓 |
| ANGL | VANECK ETF TRUST | $260.71万 | 0.07% | 90,777 | 4,021 | 4.6% | $11.55万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $260.43万 | 0.07% | 57,808 | 9,219 | 19.0% | $41.53万 | 加仓 |
| IYY | ISHARES TR | $258.61万 | 0.07% | 16,321 | 5,453 | 50.2% | $86.40万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $258.05万 | 0.07% | 43,685 | 677 | 1.6% | $4.00万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $257.11万 | 0.07% | 63,421 | 1,688 | 2.7% | $6.84万 | 加仓 |
| EFV | ISHARES TR | $254.87万 | 0.07% | 34,280 | -1,428 | -4.0% | -$10.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $252.81万 | 0.07% | 13,022 | -311 | -2.3% | -$6.04万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $252.78万 | 0.07% | 207,539 | 73,847 | 55.2% | $89.95万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $252.41万 | 0.07% | 50,512 | -1,066 | -2.1% | -$5.33万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $250.98万 | 0.07% | 9,753 | 3,013 | 44.7% | $77.54万 | 加仓 |
| MMM | 3M CO | $248.02万 | 0.07% | 17,078 | -744 | -4.2% | -$10.81万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $245.83万 | 0.07% | 28,705 | -1,652 | -5.4% | -$14.15万 | 减仓 |
| — | TIDAL TRUST II | $241.57万 | 0.07% | 116,382 | 105,468 | 966.4% | $218.91万 | 加仓 |