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 |
|---|---|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | $160.02万 | 0.04% | 67,747 | 407 | 0.6% | $9,613 | 加仓 |
| PSX | PHILLIPS 66 | $159.83万 | 0.04% | 8,773 | -1,185 | -11.9% | -$21.59万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $159.78万 | 0.04% | 47,652 | -5,175 | -9.8% | -$17.35万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $159.54万 | 0.04% | 21,948 | -756 | -3.3% | -$5.50万 | 减仓 |
| COHR | COHERENT CORP | $157.34万 | 0.04% | 6,605 | 1,455 | 28.3% | $34.66万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $157.12万 | 0.04% | 14,793 | 1,388 | 10.4% | $14.74万 | 加仓 |
| RIO | RIO TINTO PLC | $157.01万 | 0.04% | 16,831 | 14,193 | 538.0% | $132.40万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $156.98万 | 0.04% | 62,208 | 8,934 | 16.8% | $22.54万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $156.30万 | 0.04% | 34,239 | 15,389 | 81.6% | $70.25万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $155.92万 | 0.04% | 13,776 | 53 | 0.4% | $5,998 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $155.72万 | 0.04% | 16,321 | 16,321 | — | $155.72万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $155.47万 | 0.04% | 2,012 | 1,238 | 159.9% | $95.66万 | 加仓 |
| WTV | WISDOMTREE TR | $155.39万 | 0.04% | 16,403 | -473 | -2.8% | -$4.48万 | 减仓 |
| SLQD | ISHARES TR | $153.03万 | 0.04% | 30,308 | 893 | 3.0% | $4.51万 | 加仓 |
| ATI | ATI INC | $152.98万 | 0.04% | 10,517 | 10,517 | — | $152.98万 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $150.72万 | 0.04% | 30,435 | 1,012 | 3.4% | $5.01万 | 加仓 |
| EWZ | ISHARES INC | $149.85万 | 0.04% | 39,032 | 4,643 | 13.5% | $17.82万 | 加仓 |
| OKE | ONEOK INC NEW | $149.68万 | 0.04% | 16,559 | 246 | 1.5% | $2.22万 | 加仓 |
| AMCR | AMCOR PLC | $149.46万 | 0.04% | 37,599 | 37,599 | — | $149.46万 | 新建仓 |
| APH | AMPHENOL CORP | $149.41万 | 0.04% | 11,825 | 5,466 | 86.0% | $69.07万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $149.24万 | 0.04% | 47,198 | 6,352 | 15.6% | $20.08万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $148.91万 | 0.04% | 19,669 | 10,131 | 106.2% | $76.70万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $147.95万 | 0.04% | 38,507 | 2,780 | 7.8% | $10.68万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $147.04万 | 0.04% | 19,342 | 1,140 | 6.3% | $8.67万 | 加仓 |
| QYLD | GLOBAL X FDS | $146.64万 | 0.04% | 85,502 | -458 | -0.5% | -$7,855 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $146.61万 | 0.04% | 40,763 | 10,553 | 34.9% | $37.96万 | 加仓 |
| HPQ | HP INC | $145.90万 | 0.04% | 75,949 | 67,614 | 811.2% | $129.89万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $145.82万 | 0.04% | 31,084 | 16,415 | 111.9% | $77.00万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $145.71万 | 0.04% | 37,095 | 147 | 0.4% | $5,774 | 加仓 |
| KGC | KINROSS GOLD CORP | $145.17万 | 0.04% | 47,567 | 10,540 | 28.5% | $32.17万 | 加仓 |
| — | CION INVT CORP | $144.78万 | 0.04% | 211,663 | -68,383 | -24.4% | -$46.77万 | 减仓 |
| ADI | ANALOG DEVICES INC | $144.76万 | 0.04% | 4,550 | 1,835 | 67.6% | $58.38万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $144.34万 | 0.04% | 8,711 | -8,640 | -49.8% | -$143.16万 | 减仓 |
| SDY | SPDR SERIES TRUST | $144.22万 | 0.04% | 9,882 | 312 | 3.3% | $4.55万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $144.00万 | 0.04% | 36,982 | 358 | 1.0% | $1.39万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $143.69万 | 0.04% | 45,003 | -1,462 | -3.1% | -$4.67万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $143.23万 | 0.04% | 12,372 | 34 | 0.3% | $3,936 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $143.10万 | 0.04% | 29,378 | -47,045 | -61.6% | -$229.15万 | 减仓 |
| MGV | VANGUARD WORLD FD | $142.91万 | 0.04% | 9,859 | -5,328 | -35.1% | -$77.23万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $142.52万 | 0.04% | 39,362 | -357 | -0.9% | -$1.29万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $142.24万 | 0.04% | 21,729 | 9,764 | 81.6% | $63.92万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $142.01万 | 0.04% | 12,947 | 1,308 | 11.2% | $14.35万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $141.63万 | 0.04% | 4,856 | -117 | -2.4% | -$3.41万 | 减仓 |
| IYH | ISHARES TR | $140.34万 | 0.04% | 22,768 | 12,222 | 115.9% | $75.34万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $139.92万 | 0.04% | 11,835 | 277 | 2.4% | $3.27万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $139.87万 | 0.04% | 6,891 | -8,991 | -56.6% | -$182.49万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $139.00万 | 0.04% | 27,535 | -809 | -2.9% | -$4.08万 | 减仓 |
| IGM | ISHARES TR | $138.64万 | 0.04% | 11,698 | 875 | 8.1% | $10.37万 | 加仓 |
| ILCG | ISHARES TR | $138.58万 | 0.04% | 14,514 | -358 | -2.4% | -$3.42万 | 减仓 |
| MTZ | MASTEC INC | $137.83万 | 0.04% | 4,284 | 2,817 | 192.0% | $90.63万 | 加仓 |
| PCAR | PACCAR INC | $137.78万 | 0.04% | 11,929 | 9,944 | 501.0% | $114.85万 | 加仓 |
| URI | UNITED RENTALS INC | $137.47万 | 0.04% | 1,887 | -171 | -8.3% | -$12.46万 | 减仓 |
| RGLD | ROYAL GOLD INC | $137.31万 | 0.04% | 5,396 | -1,172 | -17.8% | -$29.82万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $137.11万 | 0.04% | 83,451 | 71,229 | 582.8% | $117.03万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $136.97万 | 0.04% | 13,341 | -7,531 | -36.1% | -$77.32万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $136.40万 | 0.04% | 10,406 | 4,110 | 65.3% | $53.87万 | 加仓 |
| TECB | ISHARES TR | $134.95万 | 0.04% | 24,325 | 2,195 | 9.9% | $12.18万 | 加仓 |
| MAGS | LISTED FDS TR | $134.78万 | 0.04% | 23,261 | -14,146 | -37.8% | -$81.96万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $133.09万 | 0.04% | 20,592 | 11,000 | 114.7% | $71.09万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $132.87万 | 0.04% | 61,060 | 2,515 | 4.3% | $5.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $132.55万 | 0.04% | 26,569 | 705 | 2.7% | $3.52万 | 加仓 |
| DAL | DELTA AIR LINES INC | $132.52万 | 0.04% | 19,933 | -107 | -0.5% | -$7,114 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $132.44万 | 0.04% | 35,000 | -645 | -1.8% | -$2.44万 | 减仓 |
| HAWX | ISHARES TR | $132.24万 | 0.04% | 32,340 | -191 | -0.6% | -$7,810 | 减仓 |
| BIIB | BIOGEN INC | $132.02万 | 0.04% | 7,201 | 1,955 | 37.3% | $35.84万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $131.92万 | 0.04% | 33,674 | 33,674 | — | $131.92万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $131.78万 | 0.04% | 67,147 | -1,300 | -1.9% | -$2.55万 | 减仓 |
| MRNA | MODERNA INC | $130.58万 | 0.04% | 25,705 | -5,056 | -16.4% | -$25.68万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $130.30万 | 0.04% | 11,915 | 2,245 | 23.2% | $24.55万 | 加仓 |
| IREN | IREN LIMITED | $130.19万 | 0.04% | 37,979 | 807 | 2.2% | $2.77万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $130.08万 | 0.04% | 39,288 | 31,873 | 429.8% | $105.53万 | 加仓 |
| CENX | CENTURY ALUM CO | $130.05万 | 0.04% | 22,158 | -9,712 | -30.5% | -$57.00万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $129.22万 | 0.04% | 11,546 | -39 | -0.3% | -$4,365 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $129.09万 | 0.04% | 22,519 | 1,202 | 5.6% | $6.89万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $129.00万 | 0.04% | 52,079 | -2,067 | -3.8% | -$5.12万 | 减仓 |
| SOXX | ISHARES TR | $128.96万 | 0.04% | 3,924 | -4,626 | -54.1% | -$152.03万 | 减仓 |
| MBB | ISHARES TR | $128.58万 | 0.04% | 13,542 | 1,736 | 14.7% | $16.48万 | 加仓 |
| BP | BP PLC | $128.48万 | 0.04% | 27,336 | -1,213 | -4.2% | -$5.70万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $128.31万 | 0.04% | 67,531 | 2,441 | 3.8% | $4.64万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $127.85万 | 0.04% | 6,292 | 1,575 | 33.4% | $32.00万 | 加仓 |
| BIL | SPDR SERIES TRUST | $127.12万 | 0.04% | 13,872 | 2,357 | 20.5% | $21.60万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $126.80万 | 0.04% | 6,161 | 3 | 0.0% | $617 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $125.43万 | 0.03% | 9,574 | 9,574 | — | $125.43万 | 新建仓 |
| GSK | GSK PLC | $125.35万 | 0.03% | 22,713 | -9,806 | -30.2% | -$54.12万 | 减仓 |
| QDVO | AMPLIFY ETF TR | $124.77万 | 0.03% | 46,817 | 1,454 | 3.2% | $3.87万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $124.63万 | 0.03% | 3,473 | -129 | -3.6% | -$4.63万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $124.57万 | 0.03% | 7,844 | -624 | -7.4% | -$9.91万 | 减仓 |
| AIQ | GLOBAL X FDS | $124.34万 | 0.03% | 26,641 | 6,418 | 31.7% | $29.95万 | 加仓 |
| IYF | ISHARES TR | $123.69万 | 0.03% | 10,513 | -102 | -1.0% | -$1.20万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $123.27万 | 0.03% | 48,248 | 33,249 | 221.7% | $84.95万 | 加仓 |
| ROST | ROSS STORES INC | $122.52万 | 0.03% | 5,656 | 5,656 | — | $122.52万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $121.49万 | 0.03% | 24,019 | 889 | 3.8% | $4.50万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $121.30万 | 0.03% | 52,852 | 15,426 | 41.2% | $35.40万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $121.21万 | 0.03% | 3,094 | -361 | -10.4% | -$14.14万 | 减仓 |
| VV | VANGUARD INDEX FDS | $121.20万 | 0.03% | 4,055 | -334 | -7.6% | -$9.98万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $120.85万 | 0.03% | 37,826 | 12,001 | 46.5% | $38.34万 | 加仓 |
| MSTR | STRATEGY INC | $120.69万 | 0.03% | 9,670 | 2,251 | 30.3% | $28.09万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $120.68万 | 0.03% | 4,253 | 995 | 30.5% | $28.23万 | 加仓 |
| ACWI | ISHARES TR | $120.46万 | 0.03% | 8,706 | -1,065 | -10.9% | -$14.74万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $120.44万 | 0.03% | 4,627 | -69 | -1.5% | -$1.80万 | 减仓 |