Sequent Planning LLC
OMAHA NE · SEC CIK 0002009724
$4.14亿2026Q1 申报市值
242持仓数
36.5%前十大占比 · 第一大 7.0%
23 / 4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
AGG 加仓+$296.87万
USPX 加仓+$287.61万
FLCB 加仓+$182.10万
VOO 加仓+$147.36万
FLQL 加仓+$144.61万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$87.31万
QDEC 减仓-$72.14万
FIRST TR EXCHNG 减仓-$64.71万
ON 重新持有-$56.71万
SPY 减仓-$55.80万
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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -864 | -100.0% | -$29.63万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,630 | -100.0% | -$24.82万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,185 | -100.0% | -$23.09万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,723 | -100.0% | -$21.93万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSM | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JASPER THERAPEUTICS INC | $1.31万 | 0.00% | 14,900 | 2,400 | 19.2% | $2,103 | 加仓 |
| CAT | CATERPILLAR INC | $20.21万 | 0.05% | 285 | 285 | — | $20.21万 | 新建仓 |
| — | WISDOMTREE TR | $20.67万 | 0.05% | 1,786 | -86 | -4.6% | -$9,953 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $20.67万 | 0.05% | 6,122 | -2,675 | -30.4% | -$9.03万 | 减仓 |
| IGV | ISHARES TR | $20.80万 | 0.05% | 2,599 | -111 | -4.1% | -$8,886 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $20.84万 | 0.05% | 2,751 | 2,751 | — | $20.84万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $21.04万 | 0.05% | 3,398 | -9,158 | -72.9% | -$56.71万 | 重新持有 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $21.06万 | 0.05% | 2,935 | 2,935 | — | $21.06万 | 新建仓 |
| DWX | SPDR INDEX SHS FDS | $21.09万 | 0.05% | 4,624 | -1,106 | -19.3% | -$5.04万 | 重新持有 |
| IYF | ISHARES TR | $21.53万 | 0.05% | 1,830 | 1,830 | — | $21.53万 | 新建仓 |
| ETN | EATON CORP PLC | $21.59万 | 0.05% | 604 | 0 | 0.0% | — | 重新持有 |
| MO | ALTRIA GROUP INC | $21.68万 | 0.05% | 3,285 | 3,285 | — | $21.68万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $21.89万 | 0.05% | 10,474 | 465 | 4.6% | $9,719 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.02万 | 0.05% | 1,487 | 1,487 | — | $22.02万 | 新建仓 |
| DIV | GLOBAL X FDS | $22.03万 | 0.05% | 11,656 | -1,311 | -10.1% | -$2.48万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.04万 | 0.05% | 3,969 | 75 | 1.9% | $4,165 | 加仓 |
| MPC | MARATHON PETE CORP | $22.08万 | 0.05% | 904 | 904 | — | $22.08万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $22.10万 | 0.05% | 4,992 | 4,992 | — | $22.10万 | 新建仓 |
| — | STRATEGY SHS | $22.20万 | 0.05% | 10,165 | -412 | -3.9% | -$8,998 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $22.36万 | 0.05% | 4,442 | -2 | -0.0% | -$101 | 减仓 |
| — | ARROW ETF TR | $22.37万 | 0.05% | 16,268 | 1,313 | 8.8% | $1.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $23.04万 | 0.06% | 783 | -29 | -3.6% | -$8,533 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $23.09万 | 0.06% | 1,150 | 50 | 4.5% | $1.00万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $23.40万 | 0.06% | 5,006 | -215 | -4.1% | -$1.00万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.12万 | 0.06% | 7,956 | 7,956 | — | $24.12万 | 新建仓 |
| KO | COCA COLA CO | $24.25万 | 0.06% | 3,189 | 23 | 0.7% | $1,749 | 加仓 |
| SPTI | SPDR SERIES TRUST | $24.51万 | 0.06% | 8,551 | 251 | 3.0% | $7,193 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $24.68万 | 0.06% | 4,941 | 604 | 13.9% | $3.02万 | 加仓 |
| CSCO | CISCO SYS INC | $24.71万 | 0.06% | 3,184 | 557 | 21.2% | $4.32万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $24.74万 | 0.06% | 2,526 | 374 | 17.4% | $3.66万 | 加仓 |
| EME | EMCOR GROUP INC | $24.87万 | 0.06% | 337 | 337 | — | $24.87万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $24.94万 | 0.06% | 5,983 | 271 | 4.7% | $1.13万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $25.29万 | 0.06% | 5,753 | -61 | -1.0% | -$2,682 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $25.30万 | 0.06% | 4,705 | 4,705 | — | $25.30万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.45万 | 0.06% | 10,283 | 22 | 0.2% | $544 | 加仓 |
| GOOG | ALPHABET INC | $25.88万 | 0.06% | 902 | 31 | 3.6% | $8,895 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $26.09万 | 0.06% | 5,675 | -25 | -0.4% | -$1,149 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $26.10万 | 0.06% | 5,138 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.22万 | 0.06% | 7,447 | 1,402 | 23.2% | $4.94万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $26.25万 | 0.06% | 5,691 | -24 | -0.4% | -$1,107 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $26.37万 | 0.06% | 6,116 | -24 | -0.4% | -$1,035 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.80万 | 0.06% | 2,451 | 640 | 35.3% | $7.00万 | 加仓 |
| IUSB | ISHARES TR | $26.84万 | 0.06% | 5,811 | 1,419 | 32.3% | $6.55万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.16万 | 0.07% | 6,709 | -3,020 | -31.0% | -$12.23万 | 减仓 |
| MTUM | ISHARES TR | $27.17万 | 0.07% | 1,132 | 1,132 | — | $27.17万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $27.19万 | 0.07% | 6,983 | 131 | 1.9% | $5,101 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.58万 | 0.07% | 3,771 | -618 | -14.1% | -$4.52万 | 减仓 |
| SMH | VANECK ETF TRUST | $27.72万 | 0.07% | 723 | -1 | -0.1% | -$383 | 减仓 |
| SUB | ISHARES TR | $27.88万 | 0.07% | 2,618 | 2,618 | — | $27.88万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.31万 | 0.07% | 4,995 | 4,995 | — | $28.31万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $28.42万 | 0.07% | 4,133 | 4,133 | — | $28.42万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $28.54万 | 0.07% | 3,698 | 3,698 | — | $28.54万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.58万 | 0.07% | 440 | -859 | -66.1% | -$55.80万 | 减仓 |
| ABBV | ABBVIE INC | $28.87万 | 0.07% | 1,327 | -131 | -9.0% | -$2.85万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $29.07万 | 0.07% | 6,311 | -434 | -6.4% | -$2.00万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $29.14万 | 0.07% | 6,206 | 6,206 | — | $29.14万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.30万 | 0.07% | 7,951 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $29.38万 | 0.07% | 7,381 | -15 | -0.2% | -$597 | 减仓 |
| GRMN | GARMIN LTD | $29.44万 | 0.07% | 1,269 | -5 | -0.4% | -$1,160 | 减仓 |
| UNP | UNION PAC CORP | $29.56万 | 0.07% | 1,218 | 57 | 4.9% | $1.38万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $29.64万 | 0.07% | 1,440 | 1,440 | — | $29.64万 | 新建仓 |
| FLRT | PACER FDS TR | $29.78万 | 0.07% | 6,431 | -249 | -3.7% | -$1.15万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $30.31万 | 0.07% | 3,283 | 553 | 20.3% | $5.11万 | 加仓 |
| IYW | ISHARES TR | $30.37万 | 0.07% | 1,674 | 1,674 | — | $30.37万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $30.53万 | 0.07% | 3,512 | 683 | 24.1% | $5.94万 | 加仓 |
| TLN | TALEN ENERGY CORP | $30.55万 | 0.07% | 957 | 71 | 8.0% | $2.27万 | 加仓 |
| EFG | ISHARES TR | $30.55万 | 0.07% | 2,743 | 2,743 | — | $30.55万 | 新建仓 |
| V | VISA INC | $30.67万 | 0.07% | 1,015 | -4 | -0.4% | -$1,209 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $30.68万 | 0.07% | 2,736 | 502 | 22.5% | $5.63万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $31.09万 | 0.08% | 6,380 | -72 | -1.1% | -$3,509 | 减仓 |
| SPYM | SPDR SERIES TRUST | $31.41万 | 0.08% | 4,104 | 1,175 | 40.1% | $8.99万 | 加仓 |
| LOW | LOWES COS INC | $31.59万 | 0.08% | 1,337 | -17 | -1.3% | -$4,017 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $31.90万 | 0.08% | 7,764 | 1,529 | 24.5% | $6.28万 | 加仓 |
| AGZ | ISHARES TR | $32.17万 | 0.08% | 2,932 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $32.40万 | 0.08% | 7,946 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $32.93万 | 0.08% | 12,325 | 566 | 4.8% | $1.51万 | 加仓 |
| TLT | ISHARES TR | $33.30万 | 0.08% | 3,841 | 9 | 0.2% | $780 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $33.40万 | 0.08% | 8,134 | -4,422 | -35.2% | -$18.16万 | 减仓 |
| IJH | ISHARES TR | $33.97万 | 0.08% | 5,031 | -330 | -6.2% | -$2.23万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $34.18万 | 0.08% | 2,692 | 3 | 0.1% | $381 | 加仓 |
| FSK | FS KKR CAP CORP | $34.24万 | 0.08% | 33,637 | -712 | -2.1% | -$7,248 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $34.42万 | 0.08% | 8,505 | -3,277 | -27.8% | -$13.26万 | 减仓 |
| MGK | VANGUARD WORLD FD | $34.58万 | 0.08% | 941 | 4 | 0.4% | $1,470 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $34.85万 | 0.08% | 2,390 | -48 | -2.0% | -$6,998 | 减仓 |
| D | DOMINION ENERGY INC | $34.88万 | 0.08% | 5,642 | 60 | 1.1% | $3,709 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $35.99万 | 0.09% | 7,842 | -2,068 | -20.9% | -$9.49万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.11万 | 0.09% | 7,676 | -691 | -8.3% | -$3.25万 | 减仓 |
| MCD | MCDONALDS CORP | $37.55万 | 0.09% | 1,208 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $37.74万 | 0.09% | 12,238 | 225 | 1.9% | $6,939 | 加仓 |