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 |
|---|---|---|---|---|---|---|---|---|
| QSPT | FIRST TR EXCHNG TRADED FD VI | $80.31万 | 0.19% | 26,231 | -5,188 | -16.5% | -$15.88万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $78.85万 | 0.19% | 10,707 | 269 | 2.6% | $1.98万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $73.14万 | 0.18% | 21,856 | 19 | 0.1% | $636 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $71.83万 | 0.17% | 7,187 | 3,406 | 90.1% | $34.04万 | 加仓 |
| WTMF | WISDOMTREE TR | $70.27万 | 0.17% | 17,707 | 335 | 1.9% | $1.33万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $69.84万 | 0.17% | 2,984 | 366 | 14.0% | $8.57万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $66.89万 | 0.16% | 3,485 | -185 | -5.0% | -$3.55万 | 减仓 |
| WMT | WALMART INC | $65.82万 | 0.16% | 5,296 | -8 | -0.2% | -$994 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $65.50万 | 0.16% | 14,587 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $65.04万 | 0.16% | 3,372 | 8 | 0.2% | $1,543 | 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 |
| XLB | SELECT SECTOR SPDR TR | $63.88万 | 0.15% | 12,783 | 1,380 | 12.1% | $6.90万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $63.12万 | 0.15% | 8,051 | 4,939 | 158.7% | $38.72万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $62.93万 | 0.15% | 10,585 | -1,798 | -14.5% | -$10.69万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $62.64万 | 0.15% | 16,920 | 1,113 | 7.0% | $4.12万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $60.11万 | 0.15% | 11,934 | -112 | -0.9% | -$5,641 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.39万 | 0.14% | 24,749 | -30 | -0.1% | -$720 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.19万 | 0.14% | 14,131 | -140 | -1.0% | -$5,864 | 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 | $57.86万 | 0.14% | 15,472 | -1,554 | -9.1% | -$5.81万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $57.25万 | 0.14% | 11,916 | 7,560 | 173.6% | $36.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $56.31万 | 0.14% | 2,870 | 523 | 22.3% | $10.26万 | 加仓 |
| BOXX | EA SERIES TRUST | $55.16万 | 0.13% | 4,743 | 4,743 | — | $55.16万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $54.61万 | 0.13% | 2,085 | 104 | 5.2% | $2.72万 | 加仓 |
| BALL | BALL CORP | $53.88万 | 0.13% | 9,116 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $53.38万 | 0.13% | 13,726 | -415 | -2.9% | -$1.61万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $53.28万 | 0.13% | 12,527 | 12,527 | — | $53.28万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $52.81万 | 0.13% | 15,722 | -19 | -0.1% | -$638 | 减仓 |
| GDX | VANECK ETF TRUST | $52.56万 | 0.13% | 5,727 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $52.26万 | 0.13% | 3,080 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $50.75万 | 0.12% | 2,453 | 76 | 3.2% | $1.57万 | 加仓 |
| IVW | ISHARES TR | $50.69万 | 0.12% | 4,482 | 672 | 17.6% | $7.60万 | 加仓 |
| COP | CONOCOPHILLIPS | $50.23万 | 0.12% | 3,805 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.05万 | 0.12% | 21,391 | -1,217 | -5.4% | -$2.85万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $49.39万 | 0.12% | 12,096 | 2,003 | 19.8% | $8.18万 | 加仓 |
| AZO | AUTOZONE INC | $49.32万 | 0.12% | 146 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $49.12万 | 0.12% | 8,442 | 1,842 | 27.9% | $10.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $48.60万 | 0.12% | 3,365 | 104 | 3.2% | $1.50万 | 加仓 |
| EFV | ISHARES TR | $47.28万 | 0.11% | 6,359 | 571 | 9.9% | $4.25万 | 加仓 |
| IVE | ISHARES TR | $44.38万 | 0.11% | 2,102 | 473 | 29.0% | $9.99万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $44.08万 | 0.11% | 8,928 | 4,606 | 106.6% | $22.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $43.71万 | 0.11% | 1,788 | 57 | 3.3% | $1.39万 | 加仓 |
| VDE | VANGUARD WORLD FD | $42.16万 | 0.10% | 2,436 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $41.94万 | 0.10% | 3,909 | 188 | 5.1% | $2.02万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $40.66万 | 0.10% | 37,540 | -139 | -0.4% | -$1,505 | 减仓 |
| BAC | BANK AMERICA CORP | $40.62万 | 0.10% | 8,333 | 101 | 1.2% | $4,924 | 加仓 |
| QUAL | ISHARES TR | $40.60万 | 0.10% | 2,117 | -328 | -13.4% | -$6.29万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $40.42万 | 0.10% | 19,283 | 19,283 | — | $40.42万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $40.41万 | 0.10% | 6,112 | 116 | 1.9% | $7,669 | 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 |
| PSIX | POWER SOLUTIONS INTL INC | $39.10万 | 0.09% | 6,423 | 260 | 4.2% | $1.58万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $38.79万 | 0.09% | 5,159 | -192 | -3.6% | -$1.44万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $37.77万 | 0.09% | 5,656 | 68 | 1.2% | $4,541 | 加仓 |
| PSK | SPDR SERIES TRUST | $37.74万 | 0.09% | 12,238 | 225 | 1.9% | $6,939 | 加仓 |
| MCD | MCDONALDS CORP | $37.55万 | 0.09% | 1,208 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.11万 | 0.09% | 7,676 | -691 | -8.3% | -$3.25万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $35.99万 | 0.09% | 7,842 | -2,068 | -20.9% | -$9.49万 | 减仓 |
| D | DOMINION ENERGY INC | $34.88万 | 0.08% | 5,642 | 60 | 1.1% | $3,709 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $34.85万 | 0.08% | 2,390 | -48 | -2.0% | -$6,998 | 减仓 |
| MGK | VANGUARD WORLD FD | $34.58万 | 0.08% | 941 | 4 | 0.4% | $1,470 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $34.42万 | 0.08% | 8,505 | -3,277 | -27.8% | -$13.26万 | 减仓 |
| FSK | FS KKR CAP CORP | $34.24万 | 0.08% | 33,637 | -712 | -2.1% | -$7,248 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $34.18万 | 0.08% | 2,692 | 3 | 0.1% | $381 | 加仓 |
| IJH | ISHARES TR | $33.97万 | 0.08% | 5,031 | -330 | -6.2% | -$2.23万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $33.40万 | 0.08% | 8,134 | -4,422 | -35.2% | -$18.16万 | 减仓 |
| TLT | ISHARES TR | $33.30万 | 0.08% | 3,841 | 9 | 0.2% | $780 | 加仓 |
| FALN | ISHARES TR | $32.93万 | 0.08% | 12,325 | 566 | 4.8% | $1.51万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $32.40万 | 0.08% | 7,946 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $32.17万 | 0.08% | 2,932 | 0 | 0.0% | — | 不变 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $31.90万 | 0.08% | 7,764 | 1,529 | 24.5% | $6.28万 | 加仓 |
| LOW | LOWES COS INC | $31.59万 | 0.08% | 1,337 | -17 | -1.3% | -$4,017 | 减仓 |
| SPYM | SPDR SERIES TRUST | $31.41万 | 0.08% | 4,104 | 1,175 | 40.1% | $8.99万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $31.09万 | 0.08% | 6,380 | -72 | -1.1% | -$3,509 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $30.68万 | 0.07% | 2,736 | 502 | 22.5% | $5.63万 | 加仓 |
| V | VISA INC | $30.67万 | 0.07% | 1,015 | -4 | -0.4% | -$1,209 | 减仓 |
| EFG | ISHARES TR | $30.55万 | 0.07% | 2,743 | 2,743 | — | $30.55万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $30.55万 | 0.07% | 957 | 71 | 8.0% | $2.27万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $30.53万 | 0.07% | 3,512 | 683 | 24.1% | $5.94万 | 加仓 |
| IYW | ISHARES TR | $30.37万 | 0.07% | 1,674 | 1,674 | — | $30.37万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $30.31万 | 0.07% | 3,283 | 553 | 20.3% | $5.11万 | 加仓 |
| FLRT | PACER FDS TR | $29.78万 | 0.07% | 6,431 | -249 | -3.7% | -$1.15万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $29.64万 | 0.07% | 1,440 | 1,440 | — | $29.64万 | 新建仓 |
| UNP | UNION PAC CORP | $29.56万 | 0.07% | 1,218 | 57 | 4.9% | $1.38万 | 加仓 |
| GRMN | GARMIN LTD | $29.44万 | 0.07% | 1,269 | -5 | -0.4% | -$1,160 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $29.38万 | 0.07% | 7,381 | -15 | -0.2% | -$597 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.30万 | 0.07% | 7,951 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $29.14万 | 0.07% | 6,206 | 6,206 | — | $29.14万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $29.07万 | 0.07% | 6,311 | -434 | -6.4% | -$2.00万 | 减仓 |
| ABBV | ABBVIE INC | $28.87万 | 0.07% | 1,327 | -131 | -9.0% | -$2.85万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.58万 | 0.07% | 440 | -859 | -66.1% | -$55.80万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $28.54万 | 0.07% | 3,698 | 3,698 | — | $28.54万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $28.42万 | 0.07% | 4,133 | 4,133 | — | $28.42万 | 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 |
| SUB | ISHARES TR | $27.88万 | 0.07% | 2,618 | 2,618 | — | $27.88万 | 新建仓 |
| SMH | VANECK ETF TRUST | $27.72万 | 0.07% | 723 | -1 | -0.1% | -$383 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.58万 | 0.07% | 3,771 | -618 | -14.1% | -$4.52万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $27.19万 | 0.07% | 6,983 | 131 | 1.9% | $5,101 | 加仓 |
| MTUM | ISHARES TR | $27.17万 | 0.07% | 1,132 | 1,132 | — | $27.17万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.16万 | 0.07% | 6,709 | -3,020 | -31.0% | -$12.23万 | 减仓 |
| IUSB | ISHARES TR | $26.84万 | 0.06% | 5,811 | 1,419 | 32.3% | $6.55万 | 加仓 |