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 | $201.60万 | 0.49% | 67,904 | -2,464 | -3.5% | -$7.32万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $203.80万 | 0.49% | 13,901 | 950 | 7.3% | $13.93万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $208.07万 | 0.50% | 67,735 | -669 | -1.0% | -$2.06万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $218.13万 | 0.53% | 19,676 | 2,553 | 14.9% | $28.30万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $219.70万 | 0.53% | 9,246 | 357 | 4.0% | $8.48万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $226.51万 | 0.55% | 77,893 | 15,694 | 25.2% | $45.64万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $239.46万 | 0.58% | 90,157 | 5,672 | 6.7% | $15.06万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $240.70万 | 0.58% | 35,252 | 1,566 | 4.6% | $10.69万 | 加仓 |
| MUB | ISHARES TR | $243.70万 | 0.59% | 22,958 | 5,389 | 30.7% | $57.20万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $249.19万 | 0.60% | 108,578 | 6,206 | 6.1% | $14.24万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $251.58万 | 0.61% | 146,781 | -12,313 | -7.7% | -$21.10万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $253.90万 | 0.61% | 102,503 | -3,657 | -3.4% | -$9.06万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $254.26万 | 0.61% | 102,387 | -5,801 | -5.4% | -$14.41万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $255.35万 | 0.62% | 52,423 | 2,719 | 5.5% | $13.24万 | 加仓 |
| SHY | ISHARES TR | $256.54万 | 0.62% | 31,070 | 749 | 2.5% | $6.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $260.04万 | 0.63% | 40,580 | 14,164 | 53.6% | $90.76万 | 加仓 |
| IEI | ISHARES TR | $260.87万 | 0.63% | 21,996 | 802 | 3.8% | $9.51万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $261.75万 | 0.63% | 102,446 | 5,545 | 5.7% | $14.17万 | 加仓 |
| AAPL | APPLE INC | $261.81万 | 0.63% | 10,316 | -257 | -2.4% | -$6.52万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $266.13万 | 0.64% | 123,380 | -1,091 | -0.9% | -$2.35万 | 减仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $278.33万 | 0.67% | 129,939 | 13,118 | 11.2% | $28.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $279.78万 | 0.68% | 4,847 | 69 | 1.4% | $3.98万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $292.09万 | 0.71% | 117,826 | 36,174 | 44.3% | $89.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $315.57万 | 0.76% | 5,281 | 2,466 | 87.6% | $147.36万 | 加仓 |
| PEP | PEPSICO INC | $341.39万 | 0.83% | 21,984 | 234 | 1.1% | $3.63万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $357.57万 | 0.86% | 114,440 | -13,502 | -10.6% | -$42.19万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $363.51万 | 0.88% | 175,186 | 1,282 | 0.7% | $2.66万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $364.97万 | 0.88% | 33,490 | 4,021 | 13.6% | $43.82万 | 加仓 |
| TIP | ISHARES TR | $375.36万 | 0.91% | 34,013 | -1,035 | -3.0% | -$11.42万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $387.20万 | 0.94% | 12,070 | -568 | -4.5% | -$18.22万 | 减仓 |
| — | PUTNAM ETF TRUST | $409.10万 | 0.99% | 101,539 | 23,021 | 29.3% | $92.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $432.74万 | 1.05% | 24,813 | 490 | 2.0% | $8.55万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $453.12万 | 1.10% | 103,951 | -2,309 | -2.2% | -$10.06万 | 减仓 |
| GOOGL | ALPHABET INC | $472.59万 | 1.14% | 16,434 | 192 | 1.2% | $5.52万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $473.01万 | 1.14% | 140,692 | -4,579 | -3.2% | -$15.39万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $476.92万 | 1.15% | 119,799 | 3,429 | 2.9% | $13.65万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $507.99万 | 1.23% | 116,972 | -5,239 | -4.3% | -$22.75万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $509.39万 | 1.23% | 126,364 | 4,464 | 3.7% | $18.00万 | 加仓 |
| AMZN | AMAZON COM INC | $543.96万 | 1.32% | 26,118 | 34 | 0.1% | $7,081 | 加仓 |
| IEFA | ISHARES TR | $600.60万 | 1.45% | 66,342 | 11,982 | 22.0% | $108.47万 | 加仓 |
| IEMG | ISHARES INC | $617.65万 | 1.49% | 88,552 | 10,810 | 13.9% | $75.40万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $657.62万 | 1.59% | 321,888 | 29,990 | 10.3% | $61.27万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $723.65万 | 1.75% | 170,030 | 7,308 | 4.5% | $31.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $770.79万 | 1.86% | 350,515 | -1,460 | -0.4% | -$3.21万 | 减仓 |
| GLD | SPDR GOLD TR | $820.21万 | 1.98% | 19,062 | -2,029 | -9.6% | -$87.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $875.74万 | 2.12% | 226,717 | -5,509 | -2.4% | -$21.28万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $996.73万 | 2.41% | 74,999 | 6,620 | 9.7% | $87.98万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $1,389.46万 | 3.36% | 205,420 | 21,380 | 11.6% | $144.61万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $1,527.82万 | 3.69% | 485,639 | -22,930 | -4.5% | -$72.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,694.24万 | 4.10% | 454,609 | -12,367 | -2.6% | -$46.09万 | 减仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $2,009.90万 | 4.86% | 935,273 | 84,735 | 10.0% | $182.10万 | 加仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $2,126.09万 | 5.14% | 373,851 | 50,573 | 15.6% | $287.61万 | 加仓 |
| AGG | ISHARES TR | $2,898.15万 | 7.01% | 291,946 | 29,905 | 11.4% | $296.87万 | 加仓 |