Sequent Planning LLC
OMAHA NE · SEC CIK 0002009724
$4.68亿2026Q2 申报市值
269持仓数
34.0%前十大占比 · 第一大 6.6%
22 / 2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
BUFQ 新建仓+$1,287.66万
FIRST TR EXCHNG 加仓+$806.96万
FIRST TR EXCHNG 加仓+$405.48万
FIRST TR EXCHNG 加仓+$404.34万
ARKX 新建仓+$332.19万
2026Q2 卖出最多 按季末市值估算
QDEC 减仓-$1,200.17万
FIRST TR EXCHNG 减仓-$971.94万
FIRST TR EXCHNG 减仓-$477.91万
DOCT 减仓-$423.19万
FIXD 减仓-$359.80万
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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,805 | -100.0% | -$50.23万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,285 | -100.0% | -$21.68万 | 清仓 |
| — | JASPER THERAPEUTICS INC | $6,273 | 0.00% | 14,900 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $20.04万 | 0.04% | 513 | 513 | — | $20.04万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $20.15万 | 0.04% | 5,524 | -322 | -5.5% | -$1.17万 | 重新持有 |
| BLCR | BLACKROCK ETF TRUST | $20.58万 | 0.04% | 4,086 | 4,086 | — | $20.58万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $20.68万 | 0.04% | 3,478 | 3,478 | — | $20.68万 | 新建仓 |
| HYG | ISHARES TR | $21.46万 | 0.05% | 2,683 | 2,683 | — | $21.46万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.49万 | 0.05% | 2,188 | 2,188 | — | $21.49万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $22.04万 | 0.05% | 4,049 | 4,049 | — | $22.04万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $22.08万 | 0.05% | 10,197 | -277 | -2.6% | -$5,997 | 减仓 |
| GE | GE AEROSPACE | $22.15万 | 0.05% | 593 | 593 | — | $22.15万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $22.36万 | 0.05% | 6,122 | 0 | 0.0% | — | 不变 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $22.61万 | 0.05% | 4,508 | -498 | -9.9% | -$2.50万 | 减仓 |
| CSM | PROSHARES TR | $22.68万 | 0.05% | 2,662 | 0 | 0.0% | — | 重新持有 |
| IGV | ISHARES TR | $22.70万 | 0.05% | 2,505 | -94 | -3.6% | -$8,516 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $22.70万 | 0.05% | 2,241 | 2,241 | — | $22.70万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.97万 | 0.05% | 3,287 | -7,298 | -68.9% | -$51.01万 | 减仓 |
| DSI | ISHARES TR | $22.98万 | 0.05% | 1,614 | -69 | -4.1% | -$9,825 | 重新持有 |
| MPC | MARATHON PETE CORP | $23.12万 | 0.05% | 904 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $23.13万 | 0.05% | 1,944 | -582 | -23.0% | -$6.92万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $23.23万 | 0.05% | 5,973 | -450 | -7.0% | -$1.75万 | 减仓 |
| IYF | ISHARES TR | $23.34万 | 0.05% | 1,830 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $23.36万 | 0.05% | 4,925 | -828 | -14.4% | -$3.93万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $23.61万 | 0.05% | 5,011 | -4,435 | -47.0% | -$20.90万 | 重新持有 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $23.65万 | 0.05% | 4,992 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.78万 | 0.05% | 1,287 | 1,287 | — | $23.78万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $24.45万 | 0.05% | 4,439 | -3 | -0.1% | -$165 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $24.60万 | 0.05% | 13,049 | -38,236 | -74.6% | -$72.09万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $24.70万 | 0.05% | 2,994 | 243 | 8.8% | $2.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.84万 | 0.05% | 7,956 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $24.90万 | 0.05% | 10,901 | 736 | 7.2% | $1.68万 | 加仓 |
| DIV | GLOBAL X FDS | $24.99万 | 0.05% | 13,118 | 1,462 | 12.5% | $2.79万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $25.04万 | 0.05% | 6,338 | -42 | -0.7% | -$1,659 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $25.49万 | 0.05% | 5,545 | 921 | 19.9% | $4.23万 | 加仓 |
| KO | COCA COLA CO | $25.83万 | 0.06% | 3,178 | -11 | -0.3% | -$894 | 减仓 |
| QUAL | ISHARES TR | $27.23万 | 0.06% | 1,241 | -876 | -41.4% | -$19.22万 | 减仓 |
| — | WISDOMTREE TR | $27.24万 | 0.06% | 2,077 | 291 | 16.3% | $3.82万 | 加仓 |
| — | ARROW ETF TR | $27.26万 | 0.06% | 19,131 | 2,863 | 17.6% | $4.08万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $27.50万 | 0.06% | 6,580 | -403 | -5.8% | -$1.68万 | 减仓 |
| EME | EMCOR GROUP INC | $27.96万 | 0.06% | 337 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $28.03万 | 0.06% | 5,743 | 68 | 1.2% | $3,319 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $28.19万 | 0.06% | 5,696 | 5 | 0.1% | $247 | 加仓 |
| SUB | ISHARES TR | $28.35万 | 0.06% | 2,663 | 45 | 1.7% | $4,791 | 加仓 |
| CAT | CATERPILLAR INC | $28.37万 | 0.06% | 266 | -19 | -6.7% | -$2.03万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $28.71万 | 0.06% | 6,187 | 71 | 1.2% | $3,295 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $28.75万 | 0.06% | 5,374 | 669 | 14.2% | $3.58万 | 加仓 |
| LOW | LOWES COS INC | $28.82万 | 0.06% | 1,307 | -30 | -2.2% | -$6,615 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $29.05万 | 0.06% | 5,784 | 843 | 17.1% | $4.23万 | 加仓 |
| ETN | EATON CORP PLC | $29.21万 | 0.06% | 686 | 82 | 13.6% | $3.49万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $29.60万 | 0.06% | 1,194 | 44 | 3.8% | $1.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.61万 | 0.06% | 904 | 121 | 15.5% | $3.96万 | 加仓 |
| FSK | FS KKR CAP CORP | $29.78万 | 0.06% | 28,363 | -5,274 | -15.7% | -$5.54万 | 减仓 |
| GRMN | GARMIN LTD | $30.11万 | 0.06% | 1,268 | -1 | -0.1% | -$237 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $30.46万 | 0.07% | 3,836 | 901 | 30.7% | $7.15万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.78万 | 0.07% | 1,948 | 461 | 31.0% | $7.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.89万 | 0.07% | 8,260 | 813 | 10.9% | $3.04万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $31.38万 | 0.07% | 7,436 | 55 | 0.7% | $2,321 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $31.39万 | 0.07% | 7,218 | -728 | -9.2% | -$3.17万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $31.59万 | 0.07% | 3,341 | -57 | -1.7% | -$5,389 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.64万 | 0.07% | 2,351 | -100 | -4.1% | -$1.35万 | 减仓 |
| IJH | ISHARES TR | $31.71万 | 0.07% | 4,112 | -919 | -18.3% | -$7.09万 | 减仓 |
| GOOG | ALPHABET INC | $31.88万 | 0.07% | 902 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $32.02万 | 0.07% | 11,560 | 1,277 | 12.4% | $3.54万 | 加仓 |
| AGZ | ISHARES TR | $32.04万 | 0.07% | 2,932 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $32.19万 | 0.07% | 2,017 | -675 | -25.1% | -$10.77万 | 减仓 |
| TLT | ISHARES TR | $32.22万 | 0.07% | 3,728 | -113 | -2.9% | -$9,766 | 减仓 |
| UNP | UNION PAC CORP | $32.29万 | 0.07% | 1,187 | -31 | -2.5% | -$8,434 | 减仓 |
| FLRT | PACER FDS TR | $32.44万 | 0.07% | 6,957 | 526 | 8.2% | $2.45万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $32.56万 | 0.07% | 7,071 | 760 | 12.0% | $3.50万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $32.61万 | 0.07% | 6,074 | -38 | -0.6% | -$2,040 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $33.07万 | 0.07% | 3,428 | 3,428 | — | $33.07万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $33.08万 | 0.07% | 2,144 | -246 | -10.3% | -$3.80万 | 减仓 |
| ABBV | ABBVIE INC | $33.35万 | 0.07% | 1,325 | -2 | -0.2% | -$503 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $33.43万 | 0.07% | 4,358 | 660 | 17.8% | $5.06万 | 加仓 |
| MCD | MCDONALDS CORP | $33.68万 | 0.07% | 1,246 | 38 | 3.1% | $1.03万 | 加仓 |
| FALN | ISHARES TR | $34.00万 | 0.07% | 12,480 | 155 | 1.3% | $4,222 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $34.08万 | 0.07% | 7,003 | 1,865 | 36.3% | $9.08万 | 加仓 |
| EFV | ISHARES TR | $34.19万 | 0.07% | 4,466 | -1,893 | -29.8% | -$14.49万 | 减仓 |
| IUSB | ISHARES TR | $34.68万 | 0.07% | 7,515 | 1,704 | 29.3% | $7.86万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $34.77万 | 0.07% | 5,045 | 912 | 22.1% | $6.29万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $34.93万 | 0.07% | 3,608 | 325 | 9.9% | $3.15万 | 加仓 |
| V | VISA INC | $35.01万 | 0.07% | 1,020 | 5 | 0.5% | $1,716 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $35.01万 | 0.07% | 6,640 | 6,640 | — | $35.01万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $35.57万 | 0.08% | 14,297 | -88,206 | -86.1% | -$219.45万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $35.63万 | 0.08% | 8,278 | 144 | 1.8% | $6,198 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $35.84万 | 0.08% | 7,656 | 1,450 | 23.4% | $6.79万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $35.85万 | 0.08% | 8,143 | 379 | 4.9% | $1.67万 | 加仓 |
| EFG | ISHARES TR | $35.97万 | 0.08% | 2,891 | 148 | 5.4% | $1.84万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $36.35万 | 0.08% | 3,839 | 327 | 9.3% | $3.10万 | 加仓 |
| CSCO | CISCO SYS INC | $36.38万 | 0.08% | 3,097 | -87 | -2.7% | -$1.02万 | 减仓 |
| TLN | TALEN ENERGY CORP | $36.43万 | 0.08% | 948 | -9 | -0.9% | -$3,458 | 减仓 |
| VDE | VANGUARD WORLD FD | $36.59万 | 0.08% | 2,437 | 1 | 0.0% | $150 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $36.97万 | 0.08% | 10,611 | -15,620 | -59.5% | -$54.42万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $38.64万 | 0.08% | 8,523 | 681 | 8.7% | $3.09万 | 加仓 |
| MTUM | ISHARES TR | $38.82万 | 0.08% | 1,132 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $38.93万 | 0.08% | 19,111 | -622 | -3.2% | -$1.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $39.12万 | 0.08% | 1,839 | -1,646 | -47.2% | -$35.02万 | 减仓 |
| D | DOMINION ENERGY INC | $39.37万 | 0.08% | 5,764 | 122 | 2.2% | $8,332 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.58万 | 0.08% | 13,027 | -54,877 | -80.8% | -$166.74万 | 减仓 |