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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.95亿 | 5.42% | 298,651 | 5,069 | 1.7% | $331.11万 | 加仓 |
| AAPL | APPLE INC | $1.55亿 | 4.31% | 611,864 | -9,975 | -1.6% | -$253.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.12亿 | 3.10% | 639,702 | -16,469 | -2.5% | -$287.22万 | 减仓 |
| AMZN | AMAZON COM INC | $7,274.22万 | 2.02% | 349,269 | -2,490 | -0.7% | -$51.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,096.69万 | 1.69% | 105,629 | -16,671 | -13.6% | -$962.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,595.72万 | 1.55% | 86,031 | -1,890 | -2.1% | -$122.93万 | 减仓 |
| DGRO | ISHARES TR | $5,062.56万 | 1.41% | 721,369 | -9,777 | -1.3% | -$68.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,999.54万 | 1.39% | 135,061 | 50 | 0.0% | $1.85万 | 加仓 |
| IVW | ISHARES TR | $4,890.26万 | 1.36% | 432,346 | -1,631 | -0.4% | -$18.45万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,795.31万 | 1.33% | 80,249 | -370 | -0.5% | -$22.11万 | 减仓 |
| GOOG | ALPHABET INC | $3,942.45万 | 1.09% | 137,435 | -1,869 | -1.3% | -$53.61万 | 减仓 |
| LQD | ISHARES TR | $3,719.91万 | 1.03% | 341,308 | 8,411 | 2.5% | $91.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,748.21万 | 0.76% | 943,430 | -34,442 | -3.5% | -$100.33万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,668.75万 | 0.74% | 869,867 | 36,626 | 4.4% | $112.37万 | 加仓 |
| SHY | ISHARES TR | $2,504.25万 | 0.70% | 303,288 | 8,775 | 3.0% | $72.46万 | 加仓 |
| AVGO | BROADCOM INC | $2,394.77万 | 0.67% | 77,373 | 1,455 | 1.9% | $45.03万 | 加仓 |
| IJH | ISHARES TR | $2,386.26万 | 0.66% | 353,362 | -8,899 | -2.5% | -$60.10万 | 减仓 |
| IVE | ISHARES TR | $2,278.70万 | 0.63% | 107,919 | 1,907 | 1.8% | $40.27万 | 加仓 |
| GOOGL | ALPHABET INC | $2,268.58万 | 0.63% | 78,891 | -352 | -0.4% | -$10.12万 | 减仓 |
| META | META PLATFORMS INC | $2,252.99万 | 0.63% | 39,379 | -964 | -2.4% | -$55.15万 | 减仓 |
| IJR | ISHARES TR | $2,166.18万 | 0.60% | 174,257 | -19,415 | -10.0% | -$241.35万 | 减仓 |
| GLD | SPDR GOLD TR | $2,005.89万 | 0.56% | 46,617 | -12,371 | -21.0% | -$532.31万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,991.07万 | 0.55% | 225,847 | 4,742 | 2.1% | $41.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,908.79万 | 0.53% | 39,833 | -4,731 | -10.6% | -$226.71万 | 减仓 |
| AGG | ISHARES TR | $1,863.48万 | 0.52% | 187,719 | 17,736 | 10.4% | $176.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,833.28万 | 0.51% | 57,145 | 13,837 | 32.0% | $443.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,768.81万 | 0.49% | 259,052 | 7,974 | 3.2% | $54.45万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,752.42万 | 0.49% | 411,828 | 130,999 | 46.6% | $557.43万 | 加仓 |
| LLY | ELI LILLY & CO | $1,685.01万 | 0.47% | 18,320 | 1,260 | 7.4% | $115.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,604.13万 | 0.45% | 54,533 | -2,571 | -4.5% | -$75.63万 | 减仓 |
| CAT | CATERPILLAR INC | $1,590.90万 | 0.44% | 22,456 | -2,355 | -9.5% | -$166.84万 | 减仓 |
| FLOT | ISHARES TR | $1,573.36万 | 0.44% | 308,804 | 8,626 | 2.9% | $43.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,572.34万 | 0.44% | 75,995 | -4,597 | -5.7% | -$95.11万 | 减仓 |
| TSLA | TESLA INC | $1,562.87万 | 0.43% | 42,041 | -6,446 | -13.3% | -$239.63万 | 减仓 |
| IDV | ISHARES TR | $1,552.38万 | 0.43% | 364,752 | -22,096 | -5.7% | -$94.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,478.48万 | 0.41% | 14,838 | -1,069 | -6.7% | -$106.52万 | 减仓 |
| COWZ | PACER FDS TR | $1,478.34万 | 0.41% | 236,308 | -14,313 | -5.7% | -$89.54万 | 减仓 |
| USMV | ISHARES TR | $1,451.63万 | 0.40% | 156,526 | 6,073 | 4.0% | $56.32万 | 加仓 |
| WMT | WALMART INC | $1,444.05万 | 0.40% | 116,180 | 4,064 | 3.6% | $50.51万 | 加仓 |
| — | EXXON MOBIL CORP | $1,439.09万 | 0.40% | 84,822 | -1,369 | -1.6% | -$23.23万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,416.86万 | 0.39% | 72,215 | 2,137 | 3.0% | $41.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,375.98万 | 0.38% | 56,291 | -665 | -1.2% | -$16.26万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,340.84万 | 0.37% | 522,948 | -10,909 | -2.0% | -$27.97万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,301.53万 | 0.36% | 88,975 | -16,559 | -15.7% | -$242.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,289.26万 | 0.36% | 97,010 | -13,738 | -12.4% | -$182.58万 | 减仓 |
| IGSB | ISHARES TR | $1,256.77万 | 0.35% | 239,111 | 8,736 | 3.8% | $45.92万 | 加仓 |
| IEFA | ISHARES TR | $1,256.74万 | 0.35% | 138,820 | 12,060 | 9.5% | $109.18万 | 加仓 |
| ABBV | ABBVIE INC | $1,235.92万 | 0.34% | 56,826 | -2,478 | -4.2% | -$53.89万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,185.65万 | 0.33% | 300,698 | 9,016 | 3.1% | $35.55万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,181.03万 | 0.33% | 349,728 | -22,445 | -6.0% | -$75.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,180.55万 | 0.33% | 184,230 | 2,774 | 1.5% | $17.78万 | 加仓 |
| HD | HOME DEPOT INC | $1,171.81万 | 0.33% | 35,629 | -232 | -0.6% | -$7.63万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,136.25万 | 0.32% | 59,204 | 3,398 | 6.1% | $65.21万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,095.49万 | 0.30% | 160,771 | -59,139 | -26.9% | -$402.97万 | 减仓 |
| IGIB | ISHARES TR | $1,072.35万 | 0.30% | 201,494 | -125,182 | -38.3% | -$666.22万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,068.02万 | 0.30% | 31,613 | -5,021 | -13.7% | -$169.63万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,067.64万 | 0.30% | 138,331 | 7,153 | 5.5% | $55.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,064.11万 | 0.30% | 49,479 | 6,272 | 14.5% | $134.89万 | 加仓 |
| IEMG | ISHARES INC | $1,051.71万 | 0.29% | 150,782 | 13,100 | 9.5% | $91.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,034.44万 | 0.29% | 42,677 | -1,911 | -4.3% | -$46.32万 | 减仓 |
| IUSV | ISHARES TR | $1,031.09万 | 0.29% | 100,840 | -7,902 | -7.3% | -$80.80万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,027.35万 | 0.29% | 110,611 | -6,589 | -5.6% | -$61.20万 | 减仓 |
| IMCG | ISHARES TR | $1,023.12万 | 0.28% | 129,887 | 1,982 | 1.5% | $15.61万 | 加仓 |
| V | VISA INC | $1,001.19万 | 0.28% | 33,126 | 656 | 2.0% | $19.83万 | 加仓 |
| USIG | ISHARES TR | $998.40万 | 0.28% | 194,886 | 5,936 | 3.1% | $30.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $962.30万 | 0.27% | 191,693 | -1,816 | -0.9% | -$9.12万 | 减仓 |
| MUB | ISHARES TR | $961.24万 | 0.27% | 90,555 | -170 | -0.2% | -$1.80万 | 减仓 |
| QUAL | ISHARES TR | $936.34万 | 0.26% | 48,816 | -3,195 | -6.1% | -$61.28万 | 减仓 |
| SMH | VANECK ETF TRUST | $935.64万 | 0.26% | 24,404 | 2,274 | 10.3% | $87.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $927.80万 | 0.26% | 27,452 | 4,302 | 18.6% | $145.40万 | 加仓 |
| WM | WASTE MGMT INC DEL | $914.95万 | 0.25% | 39,817 | -1,770 | -4.3% | -$40.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $897.14万 | 0.25% | 34,252 | 10,776 | 45.9% | $282.25万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $867.10万 | 0.24% | 188,952 | 15,523 | 9.0% | $71.23万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $846.58万 | 0.24% | 106,796 | 6,589 | 6.6% | $52.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $832.39万 | 0.23% | 57,629 | 2,127 | 3.8% | $30.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $826.36万 | 0.23% | 28,775 | 1,567 | 5.8% | $45.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $825.92万 | 0.23% | 134,822 | 15,968 | 13.4% | $97.82万 | 加仓 |
| GARP | ISHARES TR | $825.69万 | 0.23% | 129,075 | 125,825 | 3,871.5% | $804.90万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $817.80万 | 0.23% | 144,283 | -7,460 | -4.9% | -$42.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $814.87万 | 0.23% | 18,656 | 1,076 | 6.1% | $47.00万 | 加仓 |
| IXC | ISHARES TR | $809.23万 | 0.22% | 140,467 | -6,963 | -4.7% | -$40.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $806.74万 | 0.22% | 39,657 | -4,277 | -9.7% | -$87.01万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $793.68万 | 0.22% | 236,638 | 28,942 | 13.9% | $97.07万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $792.35万 | 0.22% | 131,205 | 6,385 | 5.1% | $38.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $789.50万 | 0.22% | 53,850 | 1,175 | 2.2% | $17.23万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $789.38万 | 0.22% | 156,840 | 1,067 | 0.7% | $5.37万 | 加仓 |
| VGT | VANGUARD WORLD FD | $780.64万 | 0.22% | 11,188 | -127 | -1.1% | -$8.86万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $778.51万 | 0.22% | 170,652 | 4,395 | 2.6% | $20.05万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $778.49万 | 0.22% | 232,629 | -32,770 | -12.3% | -$109.66万 | 减仓 |
| HDV | ISHARES TR | $776.16万 | 0.22% | 57,188 | 371 | 0.7% | $5.04万 | 加仓 |
| PSFF | PACER FDS TR | $763.60万 | 0.21% | 238,294 | 1,891 | 0.8% | $6.06万 | 加仓 |
| DTE | DTE ENERGY CO | $763.15万 | 0.21% | 52,188 | -961 | -1.8% | -$14.05万 | 减仓 |
| IJT | ISHARES TR | $750.74万 | 0.21% | 51,879 | 2,839 | 5.8% | $41.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $741.35万 | 0.21% | 8,763 | -16 | -0.2% | -$1.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $740.60万 | 0.21% | 18,970 | -323 | -1.7% | -$12.61万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $728.22万 | 0.20% | 147,503 | -43,160 | -22.6% | -$213.08万 | 减仓 |
| IOO | ISHARES TR | $725.85万 | 0.20% | 60,002 | -8,645 | -12.6% | -$104.58万 | 减仓 |
| USHY | ISHARES TR | $721.60万 | 0.20% | 195,873 | 3,381 | 1.8% | $12.46万 | 加仓 |
| — | TIDAL TRUST II | $702.59万 | 0.20% | 195,441 | -10,016 | -4.9% | -$36.01万 | 减仓 |
| NFLX | NETFLIX INC. | $701.87万 | 0.19% | 72,998 | -6,539 | -8.2% | -$62.87万 | 减仓 |