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Sigma Planning Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sigma Planning Corp

报告期 2026-03-31 · CIK 0001449126

持仓数

1,309

前50大市值合计

$1.59B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$195.1M

298,651

12.3%

AAPL APPLE INC

COM

$155.3M

611,864

9.8%

NVDA NVIDIA CORPORATION

COM

$111.6M

639,702

7.0%

AMZN AMAZON COM INC

COM

$72.7M

349,269

4.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$61.0M

105,629

3.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$56.0M

86,031

3.5%

DGRO ISHARES TR

CORE DIV GRWTH

$50.6M

721,369

3.2%

MSFT MICROSOFT CORP

COM

$50.0M

135,061

3.2%

IVW ISHARES TR

S&P 500 GRWT ETF

$48.9M

432,346

3.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$48.0M

80,249

3.0%

GOOG ALPHABET INC

CAP STK CL C

$39.4M

137,435

2.5%

LQD ISHARES TR

IBOXX INV CP ETF

$37.2M

341,308

2.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$27.5M

943,430

1.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$26.7M

869,867

1.7%

SHY ISHARES TR

1 3 YR TREAS BD

$25.0M

303,288

1.6%

AVGO BROADCOM INC

COM

$23.9M

77,373

1.5%

IJH ISHARES TR

CORE S&P MCP ETF

$23.9M

353,362

1.5%

IVE ISHARES TR

S&P 500 VAL ETF

$22.8M

107,919

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$22.7M

78,891

1.4%

META META PLATFORMS INC

CL A

$22.5M

39,379

1.4%

IJR ISHARES TR

CORE S&P SCP ETF

$21.7M

174,257

1.4%

GLD SPDR GOLD TR

GOLD SHS

$20.1M

46,617

1.3%

IAU ISHARES GOLD TR

ISHARES NEW

$19.9M

225,847

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$19.1M

39,833

1.2%

AGG ISHARES TR

CORE US AGGBD ET

$18.6M

187,719

1.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$18.3M

57,145

1.2%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$17.7M

259,052

1.1%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$17.5M

411,828

1.1%

LLY ELI LILLY & CO

COM

$16.9M

18,320

1.1%

JPM JPMORGAN CHASE & CO

COM

$16.0M

54,533

1.0%

CAT CATERPILLAR INC

COM

$15.9M

22,456

1.0%

FLOT ISHARES TR

FLTG RATE NT ETF

$15.7M

308,804

1.0%

CVX CHEVRON CORPORATION

COM

$15.7M

75,995

1.0%

TSLA TESLA INC

COM

$15.6M

42,041

1.0%

IDV ISHARES TR

INTL SEL DIV ETF

$15.5M

364,752

1.0%

COST COSTCO WHOLESALE CORPORATION

COM

$14.8M

14,838

0.9%

COWZ PACER FDS TR

US CASH COWS 100

$14.8M

236,308

0.9%

USMV ISHARES TR

MSCI USA MIN VOL

$14.5M

156,526

0.9%

WMT WALMART INC

COM

$14.4M

116,180

0.9%

— EXXON MOBIL CORP

COM

$14.4M

84,822

0.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$14.2M

72,215

0.9%

JNJ JOHNSON & JOHNSON

COM

$13.8M

56,291

0.9%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$13.4M

522,948

0.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$13.0M

88,975

0.8%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$12.9M

97,010

0.8%

IGSB ISHARES TR

ISHS 1-5YR INVS

$12.6M

239,111

0.8%

IEFA ISHARES TR

CORE MSCI EAFE

$12.6M

138,820

0.8%

ABBV ABBVIE INC

COM

$12.4M

56,826

0.8%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$11.9M

300,698

0.7%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$11.8M

349,728

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

IVV12.3%AAPL9.8%NVDA7.0%AMZN4.6%QQQ3.8%SPY3.5%