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 |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | $92.86万 | 0.20% | 18,331 | 2,144 | 13.2% | $10.86万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $90.61万 | 0.19% | 36,379 | 11,630 | 47.0% | $28.97万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $90.23万 | 0.19% | 20,040 | -6,103 | -23.3% | -$27.48万 | 减仓 |
| VHT | VANGUARD WORLD FD | $90.21万 | 0.19% | 3,017 | -112 | -3.6% | -$3.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $88.28万 | 0.19% | 3,731 | -271 | -6.8% | -$6.41万 | 减仓 |
| NFLX | NETFLIX INC. | $86.31万 | 0.18% | 12,088 | -682 | -5.3% | -$4.87万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $85.44万 | 0.18% | 8,462 | 1,275 | 17.7% | $12.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.32万 | 0.18% | 1,685 | -92 | -5.2% | -$4.60万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $82.29万 | 0.18% | 6,108 | 627 | 11.4% | $8.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $81.69万 | 0.17% | 11,128 | 421 | 3.9% | $3.09万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $78.99万 | 0.17% | 16,900 | 2,313 | 15.9% | $10.81万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $78.97万 | 0.17% | 2,983 | -1 | -0.0% | -$265 | 减仓 |
| WTMF | WISDOMTREE TR | $76.65万 | 0.16% | 18,763 | 1,056 | 6.0% | $4.31万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $76.44万 | 0.16% | 22,306 | 450 | 2.1% | $1.54万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $75.79万 | 0.16% | 36,596 | -138,590 | -79.1% | -$287.02万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $75.56万 | 0.16% | 10,088 | 6,317 | 167.5% | $47.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.44万 | 0.16% | 984 | 544 | 123.6% | $40.60万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $73.15万 | 0.16% | 15,105 | 3,189 | 26.8% | $15.44万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $71.76万 | 0.15% | 5,617 | 5,617 | — | $71.76万 | 新建仓 |
| IVW | ISHARES TR | $71.38万 | 0.15% | 5,190 | 708 | 15.8% | $9.74万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $70.89万 | 0.15% | 9,099 | 1,048 | 13.0% | $8.17万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $70.07万 | 0.15% | 13,070 | 4,142 | 46.4% | $22.21万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $68.98万 | 0.15% | 13,570 | 787 | 6.2% | $4.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $68.12万 | 0.15% | 2,247 | 162 | 7.8% | $4.91万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $67.74万 | 0.14% | 27,021 | 3,412 | 14.5% | $8.55万 | 加仓 |
| IXN | ISHARES TR | $67.37万 | 0.14% | 4,663 | 4,663 | — | $67.37万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $67.35万 | 0.14% | 16,920 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $67.03万 | 0.14% | 3,076 | 206 | 7.2% | $4.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.08万 | 0.13% | 15,162 | -310 | -2.0% | -$1.23万 | 减仓 |
| WMT | WALMART INC | $59.92万 | 0.13% | 5,290 | -6 | -0.1% | -$680 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $59.45万 | 0.13% | 13,501 | 1,405 | 11.6% | $6.19万 | 加仓 |
| RTX | RTX CORPORATION | $59.13万 | 0.13% | 3,116 | -256 | -7.6% | -$4.86万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $58.75万 | 0.13% | 28,170 | 8,887 | 46.1% | $18.53万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $58.73万 | 0.13% | 8,636 | 194 | 2.3% | $1.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $57.65万 | 0.12% | 16,075 | 353 | 2.2% | $1.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.16万 | 0.12% | 984 | 8 | 0.8% | $4,647 | 重新持有 |
| BALL | BALL CORP | $56.88万 | 0.12% | 9,116 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $56.82万 | 0.12% | 12,482 | -45 | -0.4% | -$2,049 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $56.00万 | 0.12% | 13,596 | -7,185 | -34.6% | -$29.60万 | 减仓 |
| BOXX | EA SERIES TRUST | $55.54万 | 0.12% | 4,743 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $55.53万 | 0.12% | 9,746 | 1,413 | 17.0% | $8.05万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.85万 | 0.12% | 12,352 | -1,779 | -12.6% | -$7.90万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.01万 | 0.11% | 14,413 | -4,223 | -22.7% | -$15.24万 | 重新持有 |
| SPTI | SPDR SERIES TRUST | $51.90万 | 0.11% | 18,282 | 9,731 | 113.8% | $27.63万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $51.63万 | 0.11% | 3,122 | -787 | -20.1% | -$13.02万 | 减仓 |
| IVE | ISHARES TR | $51.56万 | 0.11% | 2,271 | 169 | 8.0% | $3.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.27万 | 0.11% | 444 | 444 | — | $51.27万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $50.20万 | 0.11% | 23,456 | -99,924 | -81.0% | -$213.84万 | 减仓 |
| INTC | INTEL CORP | $49.69万 | 0.11% | 3,559 | -2,070 | -36.8% | -$28.90万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $48.75万 | 0.10% | 11,924 | 11,924 | — | $48.75万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $48.58万 | 0.10% | 3,313 | -52 | -1.5% | -$7,625 | 减仓 |
| SMH | VANECK ETF TRUST | $48.27万 | 0.10% | 736 | 13 | 1.8% | $8,527 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.84万 | 0.10% | 11,750 | -1,976 | -14.4% | -$8.05万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $47.56万 | 0.10% | 6,095 | 439 | 7.8% | $3.43万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $47.45万 | 0.10% | 42,904 | 5,364 | 14.3% | $5.93万 | 加仓 |
| GDX | VANECK ETF TRUST | $47.44万 | 0.10% | 6,288 | 561 | 9.8% | $4.23万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $46.91万 | 0.10% | 10,976 | 4,267 | 63.6% | $18.24万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $46.87万 | 0.10% | 1,904 | 464 | 32.2% | $11.42万 | 加仓 |
| AZO | AUTOZONE INC | $46.66万 | 0.10% | 146 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $44.53万 | 0.10% | 379 | 379 | — | $44.53万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $43.36万 | 0.09% | 2,538 | 2,538 | — | $43.36万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.23万 | 0.09% | 17,256 | -4,135 | -19.3% | -$10.36万 | 减仓 |
| MGK | VANGUARD WORLD FD | $43.10万 | 0.09% | 4,902 | 197 | 4.2% | $1.73万 | 加仓 |
| PSK | SPDR SERIES TRUST | $42.28万 | 0.09% | 13,848 | 1,610 | 13.2% | $4.92万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $41.73万 | 0.09% | 2,583 | -153 | -5.6% | -$2.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $41.54万 | 0.09% | 1,636 | -152 | -8.5% | -$3.86万 | 减仓 |
| — | EXXON MOBIL CORP | $41.42万 | 0.09% | 3,030 | -50 | -1.6% | -$6,835 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.81万 | 0.09% | 2,462 | 9 | 0.4% | $1,492 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $40.59万 | 0.09% | 9,175 | 3,192 | 53.4% | $14.12万 | 加仓 |
| IYW | ISHARES TR | $40.58万 | 0.09% | 1,609 | -65 | -3.9% | -$1.64万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $40.56万 | 0.09% | 8,033 | -3,901 | -32.7% | -$19.70万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.58万 | 0.08% | 13,027 | -54,877 | -80.8% | -$166.74万 | 减仓 |
| D | DOMINION ENERGY INC | $39.37万 | 0.08% | 5,764 | 122 | 2.2% | $8,332 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $39.12万 | 0.08% | 1,839 | -1,646 | -47.2% | -$35.02万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $38.93万 | 0.08% | 19,111 | -622 | -3.2% | -$1.27万 | 减仓 |
| MTUM | ISHARES TR | $38.82万 | 0.08% | 1,132 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $38.64万 | 0.08% | 8,523 | 681 | 8.7% | $3.09万 | 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 |
| VDE | VANGUARD WORLD FD | $36.59万 | 0.08% | 2,437 | 1 | 0.0% | $150 | 加仓 |
| TLN | TALEN ENERGY CORP | $36.43万 | 0.08% | 948 | -9 | -0.9% | -$3,458 | 减仓 |
| CSCO | CISCO SYS INC | $36.38万 | 0.08% | 3,097 | -87 | -2.7% | -$1.02万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $36.35万 | 0.08% | 3,839 | 327 | 9.3% | $3.10万 | 加仓 |
| EFG | ISHARES TR | $35.97万 | 0.08% | 2,891 | 148 | 5.4% | $1.84万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $35.85万 | 0.08% | 8,143 | 379 | 4.9% | $1.67万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $35.84万 | 0.08% | 7,656 | 1,450 | 23.4% | $6.79万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $35.63万 | 0.08% | 8,278 | 144 | 1.8% | $6,198 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $35.57万 | 0.08% | 14,297 | -88,206 | -86.1% | -$219.45万 | 减仓 |
| 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 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $34.93万 | 0.07% | 3,608 | 325 | 9.9% | $3.15万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $34.77万 | 0.07% | 5,045 | 912 | 22.1% | $6.29万 | 加仓 |
| IUSB | ISHARES TR | $34.68万 | 0.07% | 7,515 | 1,704 | 29.3% | $7.86万 | 加仓 |
| EFV | ISHARES TR | $34.19万 | 0.07% | 4,466 | -1,893 | -29.8% | -$14.49万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $34.08万 | 0.07% | 7,003 | 1,865 | 36.3% | $9.08万 | 加仓 |
| FALN | ISHARES TR | $34.00万 | 0.07% | 12,480 | 155 | 1.3% | $4,222 | 加仓 |
| MCD | MCDONALDS CORP | $33.68万 | 0.07% | 1,246 | 38 | 3.1% | $1.03万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $33.43万 | 0.07% | 4,358 | 660 | 17.8% | $5.06万 | 加仓 |
| ABBV | ABBVIE INC | $33.35万 | 0.07% | 1,325 | -2 | -0.2% | -$503 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $33.08万 | 0.07% | 2,144 | -246 | -10.3% | -$3.80万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $33.07万 | 0.07% | 3,428 | 3,428 | — | $33.07万 | 新建仓 |