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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $3,100.29万 | 6.62% | 313,224 | 21,278 | 7.3% | $210.61万 | 加仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $2,677.22万 | 5.72% | 409,988 | 36,137 | 9.7% | $235.97万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $2,160.67万 | 4.62% | 1,009,658 | 74,385 | 8.0% | $159.18万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $1,720.81万 | 3.68% | 219,827 | 14,407 | 7.0% | $112.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,501.22万 | 3.21% | 78,796 | 3,797 | 5.1% | $72.34万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,287.66万 | 2.75% | 327,898 | 327,898 | — | $1,287.66万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,078.18万 | 2.30% | 407,015 | 304,628 | 297.5% | $806.96万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $823.86万 | 1.76% | 208,561 | -246,048 | -54.1% | -$971.94万 | 减仓 |
| IEMG | ISHARES INC | $775.64万 | 1.66% | 93,631 | 5,079 | 5.7% | $42.07万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $774.92万 | 1.66% | 176,109 | 6,079 | 3.6% | $26.75万 | 加仓 |
| IEFA | ISHARES TR | $757.15万 | 1.62% | 78,396 | 12,054 | 18.2% | $116.42万 | 加仓 |
| GLD | SPDR GOLD TR | $710.08万 | 1.52% | 19,276 | 214 | 1.1% | $7.88万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $695.63万 | 1.49% | 343,014 | 21,126 | 6.6% | $42.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $675.72万 | 1.44% | 162,649 | -64,068 | -28.3% | -$266.17万 | 减仓 |
| AMZN | AMAZON COM INC | $591.99万 | 1.26% | 24,838 | -1,280 | -4.9% | -$30.51万 | 减仓 |
| — | PUTNAM ETF TRUST | $568.13万 | 1.21% | 119,206 | 17,667 | 17.4% | $84.20万 | 加仓 |
| GOOGL | ALPHABET INC | $535.92万 | 1.15% | 14,996 | -1,438 | -8.8% | -$51.39万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $529.19万 | 1.13% | 148,608 | -337,031 | -69.4% | -$1,200.17万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $524.52万 | 1.12% | 122,452 | -3,912 | -3.1% | -$16.76万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $523.08万 | 1.12% | 122,443 | 2,644 | 2.2% | $11.30万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $488.60万 | 1.04% | 109,970 | 91,005 | 479.9% | $404.34万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $486.36万 | 1.04% | 130,620 | -10,072 | -7.2% | -$37.50万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $474.36万 | 1.01% | 291,198 | 144,417 | 98.4% | $235.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $457.77万 | 0.98% | 12,371 | 301 | 2.5% | $11.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $443.30万 | 0.95% | 89,956 | 82,280 | 1,071.9% | $405.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $440.12万 | 0.94% | 6,408 | 1,127 | 21.3% | $77.41万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $429.94万 | 0.92% | 36,659 | 3,169 | 9.5% | $37.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $408.37万 | 0.87% | 20,409 | -4,404 | -17.7% | -$88.12万 | 减仓 |
| TIP | ISHARES TR | $381.13万 | 0.81% | 34,829 | 816 | 2.4% | $8.93万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $360.45万 | 0.77% | 150,702 | -199,813 | -57.0% | -$477.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $358.76万 | 0.77% | 4,872 | 25 | 0.5% | $1.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $344.08万 | 0.74% | 48,293 | 7,713 | 19.0% | $54.95万 | 加仓 |
| ARKX | ARK ETF TR | $332.19万 | 0.71% | 97,359 | 97,359 | — | $332.19万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $323.58万 | 0.69% | 89,561 | 11,668 | 15.0% | $42.16万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $322.26万 | 0.69% | 95,382 | -19,058 | -16.7% | -$64.39万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $317.94万 | 0.68% | 126,316 | 8,490 | 7.2% | $21.37万 | 加仓 |
| AAPL | APPLE INC | $307.69万 | 0.66% | 10,634 | 318 | 3.1% | $9.20万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $298.28万 | 0.64% | 139,124 | 9,185 | 7.1% | $19.69万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $293.55万 | 0.63% | 9,689 | 443 | 4.8% | $13.42万 | 加仓 |
| PEP | PEPSICO INC | $292.43万 | 0.62% | 21,598 | -386 | -1.8% | -$5.23万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $287.54万 | 0.61% | 31,671 | 17,839 | 129.0% | $161.96万 | 加仓 |
| IEI | ISHARES TR | $274.34万 | 0.59% | 23,358 | 1,362 | 6.2% | $16.00万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $270.36万 | 0.58% | 47,868 | 42,873 | 858.3% | $242.15万 | 加仓 |
| SHY | ISHARES TR | $269.18万 | 0.58% | 32,782 | 1,712 | 5.5% | $14.06万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $268.55万 | 0.57% | 84,555 | -5,602 | -6.2% | -$17.79万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $262.62万 | 0.56% | 42,729 | 38,760 | 976.6% | $238.22万 | 加仓 |
| TSLA | TESLA INC | $262.25万 | 0.56% | 6,235 | 1,235 | 24.7% | $51.95万 | 加仓 |
| MUB | ISHARES TR | $261.41万 | 0.56% | 24,290 | 1,332 | 5.8% | $14.33万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $241.69万 | 0.52% | 15,233 | 1,332 | 9.6% | $21.13万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $238.28万 | 0.51% | 29,395 | -5,857 | -16.6% | -$47.48万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $237.38万 | 0.51% | 80,741 | -21,705 | -21.2% | -$63.81万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $235.33万 | 0.50% | 87,809 | 87,809 | — | $235.33万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $233.90万 | 0.50% | 112,504 | 112,504 | — | $233.90万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $233.33万 | 0.50% | 21,780 | 2,104 | 10.7% | $22.54万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $223.80万 | 0.48% | 73,103 | 5,368 | 7.9% | $16.43万 | 加仓 |
| IJS | ISHARES TR | $221.65万 | 0.47% | 16,217 | 154 | 1.0% | $2.10万 | 加仓 |
| IVV | ISHARES TR | $221.15万 | 0.47% | 2,953 | 865 | 41.4% | $64.78万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $221.08万 | 0.47% | 32,256 | 278 | 0.9% | $1.91万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $218.84万 | 0.47% | 91,757 | -16,821 | -15.5% | -$40.12万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $213.08万 | 0.46% | 42,195 | -10,228 | -19.5% | -$51.65万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $210.06万 | 0.45% | 11,340 | 847 | 8.1% | $15.69万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $197.14万 | 0.42% | 60,657 | -3,914 | -6.1% | -$12.72万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $169.27万 | 0.36% | 20,377 | 1,583 | 8.4% | $13.15万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $168.82万 | 0.36% | 3,535 | -866 | -19.7% | -$41.36万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $165.99万 | 0.35% | 14,449 | -1,834 | -11.3% | -$21.07万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $157.61万 | 0.34% | 25,741 | 3,542 | 16.0% | $21.69万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $153.63万 | 0.33% | 17,482 | 13,378 | 326.0% | $117.57万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $146.95万 | 0.31% | 30,501 | -1,013 | -3.2% | -$4.88万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $146.62万 | 0.31% | 31,281 | 795 | 2.6% | $3.73万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $143.21万 | 0.31% | 15,248 | 207 | 1.4% | $1.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $142.26万 | 0.30% | 3,814 | 81 | 2.2% | $3.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $142.19万 | 0.30% | 30,292 | -320 | -1.0% | -$1.50万 | 减仓 |
| META | META PLATFORMS INC | $141.16万 | 0.30% | 2,506 | -181 | -6.7% | -$10.20万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $138.72万 | 0.30% | 57,110 | 8,043 | 16.4% | $19.54万 | 加仓 |
| BIL | SPDR SERIES TRUST | $135.82万 | 0.29% | 14,821 | 389 | 2.7% | $3.56万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $133.95万 | 0.29% | 52,839 | -472 | -0.9% | -$1.20万 | 减仓 |
| VGT | VANGUARD WORLD FD | $131.98万 | 0.28% | 11,043 | -1,973 | -15.2% | -$23.58万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.72万 | 0.28% | 21,732 | -655 | -2.9% | -$3.91万 | 减仓 |
| MLI | MUELLER INDS INC | $129.16万 | 0.28% | 21,014 | 7,580 | 56.4% | $46.59万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $122.83万 | 0.26% | 26,314 | -90,658 | -77.5% | -$423.19万 | 减仓 |
| DGRO | ISHARES TR | $122.60万 | 0.26% | 16,177 | -1,341 | -7.7% | -$10.16万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $122.40万 | 0.26% | 31,870 | -6,196 | -16.3% | -$23.80万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $121.93万 | 0.26% | 44,910 | -500 | -1.1% | -$1.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $120.22万 | 0.26% | 13,956 | 1,452 | 11.6% | $12.51万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $115.53万 | 0.25% | 6,025 | -1,847 | -23.5% | -$35.42万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $114.62万 | 0.24% | 27,503 | 18,998 | 223.4% | $79.17万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $113.21万 | 0.24% | 26,082 | 3,345 | 14.7% | $14.52万 | 加仓 |
| IYG | ISHARES TR | $111.44万 | 0.24% | 12,317 | 1,236 | 11.2% | $11.18万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $110.54万 | 0.24% | 32,189 | 594 | 1.9% | $2.04万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $108.55万 | 0.23% | 8,146 | -3,337 | -29.1% | -$44.47万 | 减仓 |
| NNN | NNN REIT INC | $107.86万 | 0.23% | 23,180 | 23,180 | — | $107.86万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $104.97万 | 0.22% | 41,836 | -17 | -0.0% | -$427 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $104.29万 | 0.22% | 19,636 | 58 | 0.3% | $3,080 | 加仓 |
| AVGO | BROADCOM INC | $100.57万 | 0.21% | 2,662 | 22 | 0.8% | $8,311 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $99.74万 | 0.21% | 26,419 | 18,468 | 232.3% | $69.73万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $96.28万 | 0.21% | 15,839 | -7,968 | -33.5% | -$48.44万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $95.15万 | 0.20% | 10,560 | 5,401 | 104.7% | $48.66万 | 加仓 |
| MCK | MCKESSON CORP | $94.16万 | 0.20% | 1,246 | -338 | -21.3% | -$25.54万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $93.53万 | 0.20% | 21,447 | -82,504 | -79.4% | -$359.80万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $93.03万 | 0.20% | 39,818 | -5,724 | -12.6% | -$13.37万 | 减仓 |