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 |
|---|---|---|---|---|---|---|---|---|
| JMEE | J P MORGAN EXCHANGE TRADED F | $37.77万 | 0.09% | 5,656 | 68 | 1.2% | $4,541 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $38.79万 | 0.09% | 5,159 | -192 | -3.6% | -$1.44万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $39.10万 | 0.09% | 6,423 | 260 | 4.2% | $1.58万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $40.27万 | 0.10% | 19,733 | 1,059 | 5.7% | $2.16万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $40.41万 | 0.10% | 6,112 | 116 | 1.9% | $7,669 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $40.42万 | 0.10% | 19,283 | 19,283 | — | $40.42万 | 新建仓 |
| QUAL | ISHARES TR | $40.60万 | 0.10% | 2,117 | -328 | -13.4% | -$6.29万 | 减仓 |
| BAC | BANK AMERICA CORP | $40.62万 | 0.10% | 8,333 | 101 | 1.2% | $4,924 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $40.66万 | 0.10% | 37,540 | -139 | -0.4% | -$1,505 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $41.94万 | 0.10% | 3,909 | 188 | 5.1% | $2.02万 | 加仓 |
| VDE | VANGUARD WORLD FD | $42.16万 | 0.10% | 2,436 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $43.71万 | 0.11% | 1,788 | 57 | 3.3% | $1.39万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $44.08万 | 0.11% | 8,928 | 4,606 | 106.6% | $22.74万 | 加仓 |
| IVE | ISHARES TR | $44.38万 | 0.11% | 2,102 | 473 | 29.0% | $9.99万 | 加仓 |
| EFV | ISHARES TR | $47.28万 | 0.11% | 6,359 | 571 | 9.9% | $4.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $48.60万 | 0.12% | 3,365 | 104 | 3.2% | $1.50万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $49.12万 | 0.12% | 8,442 | 1,842 | 27.9% | $10.72万 | 加仓 |
| AZO | AUTOZONE INC | $49.32万 | 0.12% | 146 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $49.39万 | 0.12% | 12,096 | 2,003 | 19.8% | $8.18万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.05万 | 0.12% | 21,391 | -1,217 | -5.4% | -$2.85万 | 减仓 |
| COP | CONOCOPHILLIPS | $50.23万 | 0.12% | 3,805 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $50.69万 | 0.12% | 4,482 | 672 | 17.6% | $7.60万 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.75万 | 0.12% | 2,453 | 76 | 3.2% | $1.57万 | 加仓 |
| — | EXXON MOBIL CORP | $52.26万 | 0.13% | 3,080 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $52.56万 | 0.13% | 5,727 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $52.81万 | 0.13% | 15,722 | -19 | -0.1% | -$638 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $53.28万 | 0.13% | 12,527 | 12,527 | — | $53.28万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $53.38万 | 0.13% | 13,726 | -415 | -2.9% | -$1.61万 | 减仓 |
| BALL | BALL CORP | $53.88万 | 0.13% | 9,116 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $54.61万 | 0.13% | 2,085 | 104 | 5.2% | $2.72万 | 加仓 |
| BOXX | EA SERIES TRUST | $55.16万 | 0.13% | 4,743 | 4,743 | — | $55.16万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $56.31万 | 0.14% | 2,870 | 523 | 22.3% | $10.26万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $57.25万 | 0.14% | 11,916 | 7,560 | 173.6% | $36.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.86万 | 0.14% | 15,472 | -1,554 | -9.1% | -$5.81万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $59.11万 | 0.14% | 23,609 | 1,680 | 7.7% | $4.21万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.19万 | 0.14% | 14,131 | -140 | -1.0% | -$5,864 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.39万 | 0.14% | 24,749 | -30 | -0.1% | -$720 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $60.11万 | 0.15% | 11,934 | -112 | -0.9% | -$5,641 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $62.64万 | 0.15% | 16,920 | 1,113 | 7.0% | $4.12万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $62.93万 | 0.15% | 10,585 | -1,798 | -14.5% | -$10.69万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $63.12万 | 0.15% | 8,051 | 4,939 | 158.7% | $38.72万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $63.88万 | 0.15% | 12,783 | 1,380 | 12.1% | $6.90万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $64.23万 | 0.16% | 5,481 | 1,258 | 29.8% | $14.74万 | 加仓 |
| RTX | RTX CORPORATION | $65.04万 | 0.16% | 3,372 | 8 | 0.2% | $1,543 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $65.50万 | 0.16% | 14,587 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $65.82万 | 0.16% | 5,296 | -8 | -0.2% | -$994 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.89万 | 0.16% | 3,485 | -185 | -5.0% | -$3.55万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $69.84万 | 0.17% | 2,984 | 366 | 14.0% | $8.57万 | 加仓 |
| WTMF | WISDOMTREE TR | $70.27万 | 0.17% | 17,707 | 335 | 1.9% | $1.33万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $71.83万 | 0.17% | 7,187 | 3,406 | 90.1% | $34.04万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $73.14万 | 0.18% | 21,856 | 19 | 0.1% | $636 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $78.85万 | 0.19% | 10,707 | 269 | 2.6% | $1.98万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $80.31万 | 0.19% | 26,231 | -5,188 | -16.5% | -$15.88万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $80.37万 | 0.19% | 22,737 | 4,294 | 23.3% | $15.18万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $80.92万 | 0.20% | 16,187 | 8,228 | 103.4% | $41.13万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $81.48万 | 0.20% | 18,965 | -2,609 | -12.1% | -$11.21万 | 减仓 |
| AVGO | BROADCOM INC | $81.71万 | 0.20% | 2,640 | 1,768 | 202.8% | $54.72万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $81.92万 | 0.20% | 20,781 | -885 | -4.1% | -$3.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $85.15万 | 0.21% | 1,777 | -53 | -2.9% | -$2.54万 | 减仓 |
| VHT | VANGUARD WORLD FD | $85.21万 | 0.21% | 3,129 | 183 | 6.2% | $4.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $86.07万 | 0.21% | 4,002 | -5 | -0.1% | -$1,075 | 减仓 |
| VUG | VANGUARD INDEX FDS | $91.02万 | 0.22% | 2,084 | 86 | 4.3% | $3.76万 | 加仓 |
| IYG | ISHARES TR | $91.80万 | 0.22% | 11,081 | 1,305 | 13.3% | $10.81万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $95.34万 | 0.23% | 41,853 | -980 | -2.3% | -$2.23万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $97.13万 | 0.23% | 51,285 | 1,808 | 3.7% | $3.42万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $98.10万 | 0.24% | 45,542 | 14,278 | 45.7% | $30.75万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $99.97万 | 0.24% | 31,595 | -805 | -2.5% | -$2.55万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $109.35万 | 0.26% | 13,832 | -144 | -1.0% | -$1.14万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $109.57万 | 0.26% | 26,143 | 17,352 | 197.4% | $72.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $113.53万 | 0.27% | 1,627 | 36 | 2.3% | $2.51万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $118.45万 | 0.29% | 49,067 | 9,459 | 23.9% | $22.83万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $119.93万 | 0.29% | 19,578 | 875 | 4.7% | $5.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $121.00万 | 0.29% | 22,387 | 5,865 | 35.5% | $31.70万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $121.09万 | 0.29% | 22,199 | -620 | -2.7% | -$3.38万 | 减仓 |
| NFLX | NETFLIX INC. | $122.78万 | 0.30% | 12,770 | 1,061 | 9.1% | $10.20万 | 加仓 |
| DGRO | ISHARES TR | $122.94万 | 0.30% | 17,518 | -711 | -3.9% | -$4.99万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $123.43万 | 0.30% | 53,311 | -27,950 | -34.4% | -$64.71万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $123.88万 | 0.30% | 45,410 | 1,375 | 3.1% | $3.75万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $127.21万 | 0.31% | 11,483 | 488 | 4.4% | $5.41万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $128.77万 | 0.31% | 7,872 | 366 | 4.9% | $5.99万 | 加仓 |
| BIL | SPDR SERIES TRUST | $132.25万 | 0.32% | 14,432 | 813 | 6.0% | $7.45万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $134.70万 | 0.33% | 23,807 | 256 | 1.1% | $1.45万 | 加仓 |
| IVV | ISHARES TR | $136.40万 | 0.33% | 2,088 | 327 | 18.6% | $21.36万 | 加仓 |
| MCK | MCKESSON CORP | $137.08万 | 0.33% | 1,584 | 7 | 0.4% | $6,058 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $137.51万 | 0.33% | 38,066 | 27,878 | 273.6% | $100.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $138.18万 | 0.33% | 3,733 | 25 | 0.7% | $9,254 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $139.52万 | 0.34% | 15,041 | 411 | 2.8% | $3.81万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $142.76万 | 0.35% | 30,486 | 1,290 | 4.4% | $6.04万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $144.12万 | 0.35% | 30,612 | 7,729 | 33.8% | $36.39万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $148.21万 | 0.36% | 31,514 | 818 | 2.7% | $3.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $148.73万 | 0.36% | 4,401 | 80 | 1.9% | $2.70万 | 加仓 |
| MLI | MUELLER INDS INC | $148.85万 | 0.36% | 13,434 | 279 | 2.1% | $3.09万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $152.51万 | 0.37% | 16,283 | 924 | 6.0% | $8.65万 | 加仓 |
| META | META PLATFORMS INC | $153.74万 | 0.37% | 2,687 | 72 | 2.8% | $4.12万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $154.08万 | 0.37% | 18,794 | 1,759 | 10.3% | $14.42万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $169.71万 | 0.41% | 10,493 | -100 | -0.9% | -$1.62万 | 减仓 |
| TSLA | TESLA INC | $185.88万 | 0.45% | 5,000 | 205 | 4.3% | $7.62万 | 加仓 |
| IJS | ISHARES TR | $190.27万 | 0.46% | 16,063 | -5 | -0.0% | -$592 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $192.25万 | 0.46% | 31,978 | -454 | -1.4% | -$2.73万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $195.52万 | 0.47% | 64,571 | -478 | -0.7% | -$1.45万 | 减仓 |