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 |
|---|---|---|---|---|---|---|---|---|
| SKYY | FIRST TR EXCHANGE-TRADED FD | $26.80万 | 0.06% | 2,451 | 640 | 35.3% | $7.00万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $26.37万 | 0.06% | 6,116 | -24 | -0.4% | -$1,035 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $26.25万 | 0.06% | 5,691 | -24 | -0.4% | -$1,107 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.22万 | 0.06% | 7,447 | 1,402 | 23.2% | $4.94万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $26.10万 | 0.06% | 5,138 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $26.09万 | 0.06% | 5,675 | -25 | -0.4% | -$1,149 | 减仓 |
| GOOG | ALPHABET INC | $25.88万 | 0.06% | 902 | 31 | 3.6% | $8,895 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.45万 | 0.06% | 10,283 | 22 | 0.2% | $544 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $25.30万 | 0.06% | 4,705 | 4,705 | — | $25.30万 | 新建仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $25.29万 | 0.06% | 5,753 | -61 | -1.0% | -$2,682 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $24.94万 | 0.06% | 5,983 | 271 | 4.7% | $1.13万 | 加仓 |
| EME | EMCOR GROUP INC | $24.87万 | 0.06% | 337 | 337 | — | $24.87万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $24.74万 | 0.06% | 2,526 | 374 | 17.4% | $3.66万 | 加仓 |
| CSCO | CISCO SYS INC | $24.71万 | 0.06% | 3,184 | 557 | 21.2% | $4.32万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $24.68万 | 0.06% | 4,941 | 604 | 13.9% | $3.02万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $24.51万 | 0.06% | 8,551 | 251 | 3.0% | $7,193 | 加仓 |
| KO | COCA COLA CO | $24.25万 | 0.06% | 3,189 | 23 | 0.7% | $1,749 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.12万 | 0.06% | 7,956 | 7,956 | — | $24.12万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $23.40万 | 0.06% | 5,006 | -215 | -4.1% | -$1.00万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $23.09万 | 0.06% | 1,150 | 50 | 4.5% | $1.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $23.04万 | 0.06% | 783 | -29 | -3.6% | -$8,533 | 减仓 |
| — | ARROW ETF TR | $22.37万 | 0.05% | 16,268 | 1,313 | 8.8% | $1.81万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $22.36万 | 0.05% | 4,442 | -2 | -0.0% | -$101 | 减仓 |
| — | STRATEGY SHS | $22.20万 | 0.05% | 10,165 | -412 | -3.9% | -$8,998 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $22.10万 | 0.05% | 4,992 | 4,992 | — | $22.10万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.08万 | 0.05% | 904 | 904 | — | $22.08万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.04万 | 0.05% | 3,969 | 75 | 1.9% | $4,165 | 加仓 |
| DIV | GLOBAL X FDS | $22.03万 | 0.05% | 11,656 | -1,311 | -10.1% | -$2.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.02万 | 0.05% | 1,487 | 1,487 | — | $22.02万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $21.89万 | 0.05% | 10,474 | 465 | 4.6% | $9,719 | 加仓 |
| MO | ALTRIA GROUP INC | $21.68万 | 0.05% | 3,285 | 3,285 | — | $21.68万 | 新建仓 |
| ETN | EATON CORP PLC | $21.59万 | 0.05% | 604 | 0 | 0.0% | — | 重新持有 |
| IYF | ISHARES TR | $21.53万 | 0.05% | 1,830 | 1,830 | — | $21.53万 | 新建仓 |
| DWX | SPDR INDEX SHS FDS | $21.09万 | 0.05% | 4,624 | -1,106 | -19.3% | -$5.04万 | 重新持有 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $21.06万 | 0.05% | 2,935 | 2,935 | — | $21.06万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $21.04万 | 0.05% | 3,398 | -9,158 | -72.9% | -$56.71万 | 重新持有 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $20.84万 | 0.05% | 2,751 | 2,751 | — | $20.84万 | 新建仓 |
| IGV | ISHARES TR | $20.80万 | 0.05% | 2,599 | -111 | -4.1% | -$8,886 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $20.67万 | 0.05% | 6,122 | -2,675 | -30.4% | -$9.03万 | 减仓 |
| — | WISDOMTREE TR | $20.67万 | 0.05% | 1,786 | -86 | -4.6% | -$9,953 | 重新持有 |
| CAT | CATERPILLAR INC | $20.21万 | 0.05% | 285 | 285 | — | $20.21万 | 新建仓 |
| — | JASPER THERAPEUTICS INC | $1.31万 | 0.00% | 14,900 | 2,400 | 19.2% | $2,103 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -864 | -100.0% | -$29.63万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,630 | -100.0% | -$24.82万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,185 | -100.0% | -$23.09万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,723 | -100.0% | -$21.93万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSM | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |