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 |
|---|---|---|---|---|---|---|---|---|
| OHI | OMEGA HEALTHCARE INVS INC | $71.48万 | 0.02% | 16,313 | -166 | -1.0% | -$7,274 | 减仓 |
| IWN | ISHARES TR | $70.99万 | 0.02% | 3,744 | 131 | 3.6% | $2.48万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $70.99万 | 0.02% | 103,328 | 5,213 | 5.3% | $3.58万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $70.82万 | 0.02% | 3,834 | -5 | -0.1% | -$924 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $70.77万 | 0.02% | 34,104 | 4,855 | 16.6% | $10.07万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $70.52万 | 0.02% | 43,611 | -693 | -1.6% | -$1.12万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $70.38万 | 0.02% | 7,508 | -574 | -7.1% | -$5.38万 | 减仓 |
| QQQI | NEOS ETF TRUST | $70.12万 | 0.02% | 14,112 | 4,862 | 52.6% | $24.16万 | 加仓 |
| CMI | CUMMINS INC | $70.00万 | 0.02% | 1,301 | -13 | -1.0% | -$6,995 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $70.00万 | 0.02% | 30,863 | 30,863 | — | $70.00万 | 新建仓 |
| BJUN | INNOVATOR ETFS TRUST | $69.91万 | 0.02% | 15,115 | -155 | -1.0% | -$7,169 | 减仓 |
| CSPF | COHEN & STEERS ETF TRUST | $69.87万 | 0.02% | 27,257 | 3,107 | 12.9% | $7.96万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $69.54万 | 0.02% | 5,110 | -99 | -1.9% | -$1.35万 | 减仓 |
| ACWX | ISHARES TR | $69.42万 | 0.02% | 10,139 | -1,183 | -10.4% | -$8.10万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $69.40万 | 0.02% | 26,429 | 366 | 1.4% | $9,611 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $69.22万 | 0.02% | 3,499 | -27 | -0.8% | -$5,341 | 减仓 |
| HP | HELMERICH & PAYNE INC | $69.14万 | 0.02% | 19,188 | -1,994 | -9.4% | -$7.18万 | 减仓 |
| TTE | TOTALENERGIES SE | $69.04万 | 0.02% | 7,577 | 169 | 2.3% | $1.54万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $69.03万 | 0.02% | 19,446 | -1,021 | -5.0% | -$3.62万 | 减仓 |
| UL | UNILEVER PLC | $68.87万 | 0.02% | 12,089 | -529 | -4.2% | -$3.01万 | 减仓 |
| PNR | PENTAIR PLC | $68.49万 | 0.02% | 7,862 | 524 | 7.1% | $4.56万 | 加仓 |
| LIN | LINDE PLC | $68.17万 | 0.02% | 1,375 | 92 | 7.2% | $4.56万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $67.98万 | 0.02% | 9,098 | -70 | -0.8% | -$5,230 | 减仓 |
| IXUS | ISHARES TR | $67.50万 | 0.02% | 7,791 | 57 | 0.7% | $4,938 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $67.42万 | 0.02% | 2,349 | 2 | 0.1% | $574 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $66.98万 | 0.02% | 13,500 | -1,272 | -8.6% | -$6.31万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $66.92万 | 0.02% | 11,131 | -195 | -1.7% | -$1.17万 | 减仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $66.88万 | 0.02% | 25,000 | 10,000 | 66.7% | $26.75万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $66.67万 | 0.02% | 2,080 | 61 | 3.0% | $1.96万 | 加仓 |
| EXI | ISHARES TR | $66.24万 | 0.02% | 3,660 | -255 | -6.5% | -$4.62万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $66.15万 | 0.02% | 60,030 | -9,512 | -13.7% | -$10.48万 | 减仓 |
| PYLD | PIMCO ETF TR | $66.10万 | 0.02% | 25,231 | 16,774 | 198.3% | $43.95万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $65.82万 | 0.02% | 3,219 | 3,219 | — | $65.82万 | 新建仓 |
| BJUL | INNOVATOR ETFS TRUST | $65.79万 | 0.02% | 13,240 | -22 | -0.2% | -$1,093 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $65.77万 | 0.02% | 1,731 | -291 | -14.4% | -$11.06万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $65.75万 | 0.02% | 42,775 | 42,775 | — | $65.75万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $65.64万 | 0.02% | 10,566 | -29 | -0.3% | -$1,802 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $65.58万 | 0.02% | 9,229 | 1,152 | 14.3% | $8.19万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $65.32万 | 0.02% | 34,525 | 3 | 0.0% | $57 | 加仓 |
| PBI | PITNEY BOWES INC | $64.93万 | 0.02% | 58,759 | -586 | -1.0% | -$6,475 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $64.69万 | 0.02% | 15,843 | -49 | -0.3% | -$2,001 | 减仓 |
| VCR | VANGUARD WORLD FD | $64.55万 | 0.02% | 1,798 | -38 | -2.1% | -$1.36万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $64.32万 | 0.02% | 13,168 | -171 | -1.3% | -$8,353 | 减仓 |
| WULF | TERAWULF INC | $64.14万 | 0.02% | 44,450 | 12,900 | 40.9% | $18.61万 | 加仓 |
| FTNT | FORTINET INC | $64.13万 | 0.02% | 7,847 | -92 | -1.2% | -$7,518 | 减仓 |
| — | GRANITESHARES PLATINUM TR | $63.77万 | 0.02% | 33,724 | -171,761 | -83.6% | -$324.80万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $63.47万 | 0.02% | 4,304 | 4,304 | — | $63.47万 | 新建仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $63.39万 | 0.02% | 10,945 | -376 | -3.3% | -$2.18万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $63.31万 | 0.02% | 3,355 | -213 | -6.0% | -$4.02万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $62.95万 | 0.02% | 11,179 | -1,605 | -12.6% | -$9.04万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $62.78万 | 0.02% | 23,124 | 1,354 | 6.2% | $3.68万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $62.63万 | 0.02% | 5,450 | 1,684 | 44.7% | $19.35万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $62.39万 | 0.02% | 14,325 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $62.08万 | 0.02% | 27,408 | 7,642 | 38.7% | $17.31万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $61.86万 | 0.02% | 9,577 | 601 | 6.7% | $3.88万 | 加仓 |
| GLNG | GOLAR LNG LTD | $60.93万 | 0.02% | 11,260 | 11,260 | — | $60.93万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $60.74万 | 0.02% | 30,429 | -1,124 | -3.6% | -$2.24万 | 减仓 |
| GCOW | PACER FDS TR | $60.51万 | 0.02% | 13,087 | 5,940 | 83.1% | $27.47万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $60.15万 | 0.02% | 5,070 | 1,224 | 31.8% | $14.52万 | 加仓 |
| VEEV | VEEVA SYS INC | $59.90万 | 0.02% | 3,410 | -3,230 | -48.6% | -$56.74万 | 减仓 |
| NI | NISOURCE INC | $59.87万 | 0.02% | 12,832 | -80 | -0.6% | -$3,733 | 减仓 |
| PFF | ISHARES TR | $59.73万 | 0.02% | 19,701 | -246 | -1.2% | -$7,459 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $59.71万 | 0.02% | 7,378 | -2,410 | -24.6% | -$19.51万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $59.65万 | 0.02% | 28,746 | 1,567 | 5.8% | $3.25万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $59.63万 | 0.02% | 38,875 | 1,419 | 3.8% | $2.18万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $59.53万 | 0.02% | 8,442 | 1,380 | 19.5% | $9.73万 | 加仓 |
| TFC | TRUIST FINL CORP | $59.27万 | 0.02% | 12,892 | 84 | 0.7% | $3,862 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $59.23万 | 0.02% | 9,113 | -2,440 | -21.1% | -$15.86万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $59.02万 | 0.02% | 7,459 | -416 | -5.3% | -$3.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $59.02万 | 0.02% | 31,460 | 31,460 | — | $59.02万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $58.95万 | 0.02% | 18,417 | -1,205 | -6.1% | -$3.86万 | 减仓 |
| — | ORLA MNG LTD NEW | $58.47万 | 0.02% | 36,250 | 36,250 | — | $58.47万 | 新建仓 |
| VST | VISTRA CORP | $58.46万 | 0.02% | 3,889 | -1,653 | -29.8% | -$24.85万 | 减仓 |
| ICOP | ISHARES TR | $58.43万 | 0.02% | 12,281 | 709 | 6.1% | $3.37万 | 加仓 |
| VOX | VANGUARD WORLD FD | $58.34万 | 0.02% | 3,244 | 27 | 0.8% | $4,855 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $58.23万 | 0.02% | 6,436 | -5 | -0.1% | -$452 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $58.19万 | 0.02% | 11,468 | -35 | -0.3% | -$1,776 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $58.16万 | 0.02% | 10,516 | 10,516 | — | $58.16万 | 新建仓 |
| RECS | COLUMBIA ETF TR I | $58.04万 | 0.02% | 14,891 | 14,891 | — | $58.04万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.91万 | 0.02% | 16,031 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $57.88万 | 0.02% | 13,638 | -518 | -3.7% | -$2.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.78万 | 0.02% | 30,528 | 30,528 | — | $57.78万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $56.76万 | 0.02% | 19,808 | -251 | -1.3% | -$7,192 | 减仓 |
| SLYG | SPDR SERIES TRUST | $56.19万 | 0.02% | 5,815 | -3,593 | -38.2% | -$34.72万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $56.17万 | 0.02% | 13,235 | 2,790 | 26.7% | $11.84万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $55.66万 | 0.02% | 11,980 | 5,020 | 72.1% | $23.32万 | 加仓 |
| AOM | ISHARES TR | $55.23万 | 0.02% | 11,659 | -2,782 | -19.3% | -$13.18万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $55.02万 | 0.02% | 24,130 | -395 | -1.6% | -$9,006 | 减仓 |
| ETR | ENTERGY CORP NEW | $54.98万 | 0.02% | 4,893 | -136 | -2.7% | -$1.53万 | 减仓 |
| — | TWO RDS SHARED TR | $54.96万 | 0.02% | 59,000 | 59,000 | — | $54.96万 | 新建仓 |
| UITB | VICTORY PORTFOLIOS II | $54.11万 | 0.02% | 11,508 | 1 | 0.0% | $47 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $53.99万 | 0.01% | 26,007 | 388 | 1.5% | $8,055 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $53.85万 | 0.01% | 9,803 | -5,737 | -36.9% | -$31.51万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $53.84万 | 0.01% | 5,830 | 595 | 11.4% | $5.50万 | 加仓 |
| IEUR | ISHARES TR | $53.82万 | 0.01% | 7,659 | 1,278 | 20.0% | $8.98万 | 加仓 |
| IHI | ISHARES TR | $53.82万 | 0.01% | 10,088 | -2,213 | -18.0% | -$11.81万 | 减仓 |
| GNW | GENWORTH FINL INC | $53.72万 | 0.01% | 66,159 | -815 | -1.2% | -$6,618 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $53.66万 | 0.01% | 25,373 | 624 | 2.5% | $1.32万 | 加仓 |
| POWL | POWELL INDS INC | $53.62万 | 0.01% | 991 | -2,830 | -74.1% | -$153.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $53.60万 | 0.01% | 24,454 | -105 | -0.4% | -$2,302 | 减仓 |