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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $414.98万 | 0.10% | 83,742 | 3,475 | 4.3% | $17.22万 | 加仓 |
| CLS | CELESTICA INC | $413.86万 | 0.10% | 11,345 | 949 | 9.1% | $34.62万 | 加仓 |
| ORCL | ORACLE CORP | $413.67万 | 0.10% | 28,227 | -691 | -2.4% | -$10.13万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $412.16万 | 0.10% | 39,996 | 21,313 | 114.1% | $219.63万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $407.60万 | 0.10% | 76,188 | -7,545 | -9.0% | -$40.37万 | 减仓 |
| ASML | ASML HLDG NV | $405.48万 | 0.10% | 2,038 | -986 | -32.6% | -$196.17万 | 减仓 |
| IWS | ISHARES TR | $402.68万 | 0.10% | 24,464 | 202 | 0.8% | $3.32万 | 加仓 |
| IWR | ISHARES TR | $401.16万 | 0.10% | 36,363 | 3,059 | 9.2% | $33.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $392.39万 | 0.10% | 13,164 | 142 | 1.1% | $4.23万 | 加仓 |
| O | REALTY INCOME CORP | $391.58万 | 0.10% | 63,195 | 2,738 | 4.5% | $16.97万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $390.80万 | 0.10% | 56,695 | -9,648 | -14.5% | -$66.50万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $388.46万 | 0.10% | 70,514 | 92 | 0.1% | $5,068 | 加仓 |
| MUB | ISHARES TR | $388.28万 | 0.10% | 36,079 | -54,476 | -60.2% | -$586.26万 | 减仓 |
| SO | SOUTHERN CO | $388.26万 | 0.10% | 40,567 | 104 | 0.3% | $9,954 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $386.54万 | 0.10% | 46,154 | -864 | -1.8% | -$7.24万 | 减仓 |
| IQLT | ISHARES TR | $381.09万 | 0.10% | 76,911 | 907 | 1.2% | $4.49万 | 加仓 |
| FLRT | PACER FDS TR | $380.88万 | 0.10% | 81,681 | -20,382 | -20.0% | -$95.04万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $378.67万 | 0.10% | 5,384 | 283 | 5.5% | $19.90万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $377.36万 | 0.09% | 40,178 | -342 | -0.8% | -$3.21万 | 减仓 |
| VHT | VANGUARD WORLD FD | $375.50万 | 0.09% | 12,558 | 326 | 2.7% | $9.75万 | 加仓 |
| SNTH | TIDAL TRUST III | $375.08万 | 0.09% | 126,161 | 2,291 | 1.8% | $6.81万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $374.53万 | 0.09% | 168,176 | 69,871 | 71.1% | $155.60万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $368.53万 | 0.09% | 7,234 | -129 | -1.8% | -$6.57万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $367.00万 | 0.09% | 21,571 | 1,106 | 5.4% | $18.82万 | 加仓 |
| TIP | ISHARES TR | $366.12万 | 0.09% | 33,457 | 589 | 1.8% | $6.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $365.41万 | 0.09% | 33,991 | -2,731 | -7.4% | -$29.36万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $363.17万 | 0.09% | 21,255 | 21,255 | — | $363.17万 | 新建仓 |
| STIP | ISHARES TR | $356.79万 | 0.09% | 34,924 | 5,138 | 17.2% | $52.49万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $354.71万 | 0.09% | 31,423 | -1,032 | -3.2% | -$11.65万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $354.56万 | 0.09% | 10,468 | -137 | -1.3% | -$4.64万 | 减仓 |
| GIS | GENERAL MILLS INC | $353.32万 | 0.09% | 101,528 | 42,241 | 71.2% | $147.00万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $351.42万 | 0.09% | 42,303 | -10,956 | -20.6% | -$91.01万 | 减仓 |
| QCOM | QUALCOMM INC | $349.09万 | 0.09% | 18,891 | -1,992 | -9.5% | -$36.81万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $347.83万 | 0.09% | 71,822 | -8,343 | -10.4% | -$40.41万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $344.88万 | 0.09% | 54,839 | -5,877 | -9.7% | -$36.96万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $343.77万 | 0.09% | 46,829 | -778 | -1.6% | -$5.71万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $337.70万 | 0.09% | 28,795 | -6,236 | -17.8% | -$73.13万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $335.57万 | 0.08% | 14,126 | 3,379 | 31.4% | $80.27万 | 加仓 |
| KHC | KRAFT HEINZ CO | $334.78万 | 0.08% | 141,736 | 6,284 | 4.6% | $14.84万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $333.59万 | 0.08% | 11,198 | 2,419 | 27.6% | $72.06万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $333.44万 | 0.08% | 63,200 | 309 | 0.5% | $1.63万 | 加仓 |
| IWV | ISHARES TR | $333.37万 | 0.08% | 7,818 | 134 | 1.7% | $5.71万 | 加仓 |
| IJK | ISHARES TR | $332.43万 | 0.08% | 28,292 | -754 | -2.6% | -$8.86万 | 减仓 |
| ANGL | VANECK ETF TRUST | $331.87万 | 0.08% | 113,500 | 22,723 | 25.0% | $66.44万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $331.13万 | 0.08% | 64,928 | 1,289 | 2.0% | $6.57万 | 加仓 |
| F | FORD MTR CO | $330.94万 | 0.08% | 238,084 | -54,674 | -18.7% | -$76.00万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $329.07万 | 0.08% | 88,932 | 2,016 | 2.3% | $7.46万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $328.30万 | 0.08% | 30,418 | -520 | -1.7% | -$5.61万 | 减仓 |
| IUSG | ISHARES TR | $326.63万 | 0.08% | 17,366 | 1,987 | 12.9% | $37.37万 | 加仓 |
| AMLP | ALPS ETF TR | $326.39万 | 0.08% | 62,949 | 3,706 | 6.3% | $19.22万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $326.00万 | 0.08% | 45,177 | -5,481 | -10.8% | -$39.55万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $323.59万 | 0.08% | 74,527 | 668 | 0.9% | $2.90万 | 加仓 |
| DVY | ISHARES TR | $321.67万 | 0.08% | 20,580 | -1,104 | -5.1% | -$17.26万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $321.53万 | 0.08% | 20,968 | 9,422 | 81.6% | $144.48万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $320.84万 | 0.08% | 63,786 | -93,054 | -59.3% | -$468.06万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $319.63万 | 0.08% | 18,815 | 3,898 | 26.1% | $66.22万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $317.80万 | 0.08% | 9,627 | 4,771 | 98.2% | $157.50万 | 加仓 |
| CLX | CLOROX CO DEL | $317.42万 | 0.08% | 33,259 | 3,609 | 12.2% | $34.44万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $317.15万 | 0.08% | 171,155 | 13,036 | 8.2% | $24.16万 | 加仓 |
| TJX | TJX COS INC NEW | $316.67万 | 0.08% | 20,903 | 9,417 | 82.0% | $142.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $316.49万 | 0.08% | 17,482 | 328 | 1.9% | $5.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $315.75万 | 0.08% | 7,940 | -104 | -1.3% | -$4.14万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $315.06万 | 0.08% | 14,251 | 14,251 | — | $315.06万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $311.40万 | 0.08% | 174,163 | -86,035 | -33.1% | -$153.83万 | 减仓 |
| PWR | QUANTA SVCS INC | $308.21万 | 0.08% | 4,280 | 2,127 | 98.8% | $153.17万 | 加仓 |
| WCPB | NORTHERN LTS FD TR II | $306.44万 | 0.08% | 120,884 | -8,763 | -6.8% | -$22.21万 | 减仓 |
| SPYI | NEOS ETF TRUST | $305.40万 | 0.08% | 57,525 | 2,292 | 4.1% | $12.17万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $303.52万 | 0.08% | 15,129 | 334 | 2.3% | $6.70万 | 加仓 |
| CMS | CMS ENERGY CORP | $303.49万 | 0.08% | 39,672 | 5,300 | 15.4% | $40.54万 | 加仓 |
| IYY | ISHARES TR | $300.58万 | 0.08% | 16,490 | 169 | 1.0% | $3.08万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $300.28万 | 0.08% | 20,942 | 4,943 | 30.9% | $70.88万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $299.66万 | 0.08% | 59,256 | -3,984 | -6.3% | -$20.15万 | 减仓 |
| CRM | SALESFORCE INC | $296.02万 | 0.07% | 18,891 | 1,517 | 8.7% | $23.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $295.89万 | 0.07% | 42,331 | 477 | 1.1% | $3.33万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $295.49万 | 0.07% | 73,634 | -743 | -1.0% | -$2.98万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $295.38万 | 0.07% | 5,800 | -491 | -7.8% | -$25.01万 | 减仓 |
| CME | CME GROUP INC | $291.95万 | 0.07% | 13,221 | 314 | 2.4% | $6.93万 | 加仓 |
| NOBL | PROSHARES TR | $289.75万 | 0.07% | 51,594 | -1,252 | -2.4% | -$7.03万 | 减仓 |
| KLAC | KLA CORP | $288.03万 | 0.07% | 9,547 | -6,703 | -41.2% | -$202.23万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $287.96万 | 0.07% | 8,129 | 170 | 2.1% | $6.02万 | 加仓 |
| HON | HONEYWELL INTL INC | $287.91万 | 0.07% | 12,859 | -16,532 | -56.2% | -$370.15万 | 减仓 |
| NOW | SERVICENOW INC | $285.13万 | 0.07% | 28,720 | 9,955 | 53.1% | $98.83万 | 加仓 |
| MDT | MEDTRONIC PLC | $284.68万 | 0.07% | 36,376 | -6,044 | -14.2% | -$47.30万 | 减仓 |
| SNDK | SANDISK CORP | $282.77万 | 0.07% | 1,244 | 574 | 85.7% | $130.47万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $281.59万 | 0.07% | 32,043 | 8,578 | 36.6% | $75.38万 | 加仓 |
| ET | ENERGY TRANSFER L P | $281.38万 | 0.07% | 147,164 | 24,911 | 20.4% | $47.63万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $281.25万 | 0.07% | 69,298 | 5,877 | 9.3% | $23.85万 | 加仓 |
| MMM | 3M CO | $281.25万 | 0.07% | 17,371 | 293 | 1.7% | $4.74万 | 加仓 |
| T | AT&T INC | $278.18万 | 0.07% | 134,386 | -19,182 | -12.5% | -$39.71万 | 减仓 |
| GDX | VANECK ETF TRUST | $277.49万 | 0.07% | 36,778 | -556 | -1.5% | -$4.20万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $277.20万 | 0.07% | 35,883 | -15,662 | -30.4% | -$120.99万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $275.21万 | 0.07% | 8,985 | -768 | -7.9% | -$23.52万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $274.62万 | 0.07% | 37,212 | -1,198 | -3.1% | -$8.84万 | 减仓 |
| SGOV | ISHARES TR | $273.74万 | 0.07% | 27,192 | -42,442 | -61.0% | -$427.26万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $271.91万 | 0.07% | 54,133 | -406 | -0.7% | -$2.04万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $271.66万 | 0.07% | 2,815 | -279 | -9.0% | -$26.93万 | 减仓 |
| IEF | ISHARES TR | $267.57万 | 0.07% | 28,294 | -7,448 | -20.8% | -$70.43万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $267.06万 | 0.07% | 43,615 | -9,840 | -18.4% | -$60.25万 | 减仓 |
| SYK | STRYKER CORPORATION | $265.54万 | 0.07% | 8,433 | 296 | 3.6% | $9.32万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $265.53万 | 0.07% | 28,876 | 171 | 0.6% | $1.57万 | 加仓 |