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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 7增持 81减持 54清仓 8

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$38.9M

1,009,574 +2%

增持

IVV ISHARES S&P 500 INDEX

+$27.5M

327,151 +10%

增持

QQQ POWERSHARES QQQ TR

+$13.8M

174,870 +12%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

NVDA NVIDIA CORP

+$11.2M

119,493 +3%

增持

SPY SPDR S&P 500 ETF

+$10.9M

135,223 +9%

减持

AMZN AMAZON.COM INC

-$10.4M

21,614 -14%

减持

MSFT MICROSOFT

+$10.3M

214,941 -2%

增持

RDVY FIRST TR EXCHANGE TRADED FD VI FIRST TR NASDAQ RISING DIVI ACHIEVER ETF

+$9.8M

472,702 +53%

增持

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF

+$9.5M

223,217 +248%

增持

LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF

+$9.1M

357,008 +107%

减持

MRNA MODERNA INC COM

-$7.6M

12,020 -57%

增持

IVW ISHARES S&P 500 GROWTH ETF

+$7.0M

486,596 +7%

减持

FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF

-$6.9M

21,473 -83%

减持

CROX CROCS INC

-$6.8M

14,525 -76%

减持

PYPL PAYPAL HLDGS INC COM

-$6.7M

49,569 -20%

增持

TIP ISHARES TIPS BOND ETF

+$6.7M

167,668 +43%

增持

IJR ISHARES S&P SMALLCAP 600 ETF

+$6.3M

364,110 +12%

减持

FEX FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS

-$6.2M

16,763 -82%

增持

DGRO ISHARES TR CORE DIVID GROWTH ETF

+$6.1M

832,695 +4%

增持

VOO VANGUARD S&P 500 ETF

+$5.2M

61,100 +12%

增持

NKE NIKE INC CLASS B

+$5.2M

52,204 +114%

减持

SPHB POWERSHARES SP500 HIGH BETA ETF

-$5.1M

67,548 -53%

减持

OIH MKT VECTORS OIL SERVICES

-$4.9M

13,228 -64%

增持

IJH ISHARES CORE S&P MID CAP ETF

+$4.6M

100,125 +11%

增持

ABBV ABBVIE INC COM

+$4.3M

130,924 +5%

增持

XLV HEALTH CARE SELECT SECTOR SPDR

+$4.3M

86,919 +39%

减持

TSLA TESLA MOTORS INC

+$4.3M

17,677 -5%

减持

MTUM ISHARES MSCI USA MOMENTUM FACTOR

-$4.1M

221,761 -12%

减持

HD HOME DEPOT

+$4.1M

50,779 -2%

增持

F FORD MOTOR COMPANY

+$4.0M

556,906 +4%

减持

PFE PFIZER INC COM

+$3.9M

255,196 -2%

减持

TROW T ROWE PRICE GROUP INC

-$3.8M

5,157 -79%

减持

PTBD PACER TRENDPILOT US BOND ETF

-$3.8M

446,357 -23%

增持

GOOGL GOOGLE INC

+$3.7M

8,550 +9%

减持

BUFR FT CBOE VEST FUND OF BUFFER ETFS

-$3.7M

41,022 -80%

减持

TLT ISHARES 20 YR TREASURY ETF

-$3.6M

8,906 -74%

增持

PDI PIMCO DYNAMIC INCOMEFD SHS

+$3.6M

264,853 +113%

增持

NEE NEXTERA ENERGY INC COM

+$3.5M

140,833 +15%

增持

UNH UNITEDHEALTH GROUP

+$3.4M

26,824 +4%

增持

SHY ISHARES 1-3 YR TREASURY BOND ETF

+$3.4M

269,159 +18%

增持

IVE ISHARES S&P 500 VALUE ETF

+$3.3M

175,838 +6%

增持

PG PROCTER AND GAMBLE CO COM

+$3.3M

86,431 +12%

增持

COST COSTCO WHOLESALE CORP

+$3.3M

20,987 +9%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$3.3M

162,764 +3%

减持

DOCU DOCUSIGN INC COM

-$3.3M

5,468 -66%

增持

CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF

+$3.3M

115,956 +98%

减持

IGSB ISHARES 1-3 YR CREDIT BOND ETF

-$3.1M

44,546 -56%

清仓

— PIMCO INCOME OPPORTUNITY FD

-$3.1M

0 -100%

减持

ROKU ROKU INC COM CL A

-$3.1M

31,210 -4%

增持

XLK TECHNOLOGY SELECT SECTOR SPDR

+$3.0M

114,074 +1%

减持

SQ BLOCK INC CL A

-$2.9M

34,043 -3%

减持

RPG IS GUGGENHEIM S&P 500 PURE GROWTH EFT

-$2.9M

22,079 -44%

增持

CVX CHEVRON CORP NEW COM

+$2.9M

68,307 +36%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$2.8M

166,040 +16%

增持

SPLV POWERSHARES SP500 LOW VOLATILITY ETF

+$2.8M

78,146 +85%

增持

XLG RYDEX RUSSELL TOP 50 ETF

+$2.8M

13,170 +107%

增持

FTSL First Trust Senior Loan Fund

+$2.7M

115,592 +98%

增持

FPE FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF

+$2.7M

410,654 +50%

增持

DHI D R HORTON INC

+$2.6M

34,156 +161%

减持

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

-$2.6M

123,180 -18%

增持

VO VANGUARD MID CAP

+$2.6M

46,863 +18%

减持

DIS DISNEY WALT CO COM

-$2.6M

107,285 -5%

增持

AMD ADVANCED MICRO DEVICES INC COM

+$2.5M

58,051 +3%

清仓

FRI FIRST TR S&P REIT INDEX FD

-$2.5M

0 -100%

减持

DKS DICKS SPORTING GOODS INC

-$2.5M

5,577 -79%

增持

COWZ PACER US CASH COWS 100 ETF

+$2.5M

136,294 +53%

增持

XLF FINANCIAL SELECT SECTOR SPDR

+$2.5M

306,017 +22%

减持

NUE NUCOR CORP COM

-$2.5M

26,560 -53%

增持

STIP ISHARES 0-5 YR TIPS BOND ETF

+$2.5M

57,369 +69%

增持

JVAL JPMORGAN U.S. VALUE FACTOR ETF

+$2.3M

343,645 +12%

减持

NET CLOUDFLARE INC CL A COM

-$2.3M

26,664 -48%

清仓

PYZ INVESCO EXCHANGE TRADED FD T

-$2.3M

0 -100%

增持

GOOG ALPHABET INC CAP STK CL C

+$2.3M

7,931 +2%

增持

MGK VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF

+$2.3M

16,073 +95%

增持

SCHP SCHWAB US TIPS ETF

+$2.2M

84,329 +71%

增持

IUSV ISHARES CORE S&P U.S. VALUE ETF

+$2.2M

117,912 +23%

减持

FNK FIRST TR EXCHANGE-TRADED ALPHADEX FD MID CAP VALUE ALPHADEX FD

-$2.1M

12,392 -80%

增持

FHLC FIDELITY MSCI HEALTH CARE INDEX ETF

+$2.1M

186,327 +11%

增持

XLE ENERGY SELECT SECTOR SPDR

+$2.1M

149,144 +25%

增持

FDX FEDEX CORP

+$2.1M

21,840 +34%

清仓

IT GARTNER INC

-$2.1M

0 -100%

减持

BBWI BATH & BODY WORKS INC COM

-$2.0M

4,078 -89%

增持

VTI VANGUARD TOTAL STK MKT

+$1.9M

38,917 +16%

增持

UPS UNITED PARCEL SERVICE INC

+$1.9M

41,651 +8%

减持

COF CAPITAL ONE FINANCIAL CORP

-$1.9M

2,840 -80%

增持

QCOM QUALCOMM INC COM

+$1.8M

32,736 +1%

清仓

IVOL KRANESHARES TR

-$1.8M

0 -100%

减持

RWJ REVENUESHARES SMALL CAP ETF

-$1.8M

25,634 -39%

增持

JNJ JOHNSON & JOHNSON COM

+$1.8M

111,364 +4%

增持

SOXX ISHARES SEMICONDUCTOR FUND

+$1.8M

16,782 +2%

减持

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

-$1.7M

266,708 -10%

增持

LOW LOWES COS INC COM

+$1.7M

26,149 +5%

减持

XLI INDUSTRIAL SELECT SECTOR SPDR

-$1.7M

61,332 -27%

减持

FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND

-$1.6M

99,736 -39%

增持

VTV VANGUARD VALUE ETF

+$1.6M

71,244 +9%

减持

BX BLACKSTONE GROUP LP

-$1.6M

71,091 -23%

减持

— DRAFTKINGS INC COM CL A

-$1.6M

35,414 -33%

减持

BA BOEING CO COM

-$1.5M

69,019 -2%

减持

TTD THE TRADE DESK INC COM CL A

+$1.5M

75,167 -2%

减持

BIV VANGUARD INTERMEDIATE-TERM BOND

-$1.5M

67,430 -19%

减持

PINS PINTEREST INC CL A

-$1.5M

39,982 -31%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND FUND

+$1.5M

274,977 +4%

减持

FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND

-$1.4M

36,215 -31%

减持

USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD

+$1.4M

283,943 -3%

减持

CRWD CROWDSTRIKE HLDGS INC CL A

-$1.4M

13,254 -21%

减持

T AT&T INC COM

-$1.4M

368,566 -5%

减持

AA ALCOA CORP COM

-$1.3M

13,672 -69%

增持

PEP PEPSICO INC COM

+$1.3M

46,989 +4%

增持

ARKK ARK INNOVATION ETF

-$1.3M

120,328 +5%

减持

DOW DOW INC COM

-$1.3M

51,561 -30%

增持

FREL FIDELITY MSCI REAL ESTATE INDEX ETF

+$1.3M

158,245 +15%

清仓

BILL BILL COM HLDGS INC

-$1.3M

0 -100%

增持

MRVL MARVELL TECHNOLOGY GROUP LTD

+$1.3M

42,240 +5%

增持

CVS CVS HEALTH CORP COM

+$1.3M

57,910 +4%

减持

TDOC TELADOC HEALTH INC COM

-$1.3M

9,800 -43%

增持

UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF

+$1.2M

164,645 +40%

增持

RBLX ROBLOX CORP CL A

+$1.2M

18,519 +97%

减持

HUBS HUBSPOT INC COM

-$1.2M

2,533 -40%

增持

AVGO AVAGO TECHNOLOGIES LTD

+$1.2M

6,537 +1%

增持

FTNT FORTINET INC COM

+$1.2M

10,193 +20%

增持

LLY LILLY ELI & CO COM

+$1.2M

16,879 +12%

增持

VLUE ISHARES TRUST MSCI USA VALUE FACTOR ETF

+$1.2M

113,141 +2%

减持

ICVT ISHARES CONVERTIBLE BOND ETF

-$1.2M

6,675 -63%

减持

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

-$1.2M

9,286 -40%

增持

MA MASTERCARD INC

+$1.2M

17,461 +19%

建仓

TASK TASKUS INC CLASS A COM

+$1.2M

21,600

增持

VPU VANGUARD UTILITIES

+$1.2M

19,733 +42%

清仓

DOCS DOXIMITY INC

-$1.1M

0 -100%

增持

CSCO CISCO SYS INC

+$1.1M

81,610 +10%

建仓

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

+$1.1M

19,266

建仓

TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

+$1.1M

20,386

增持

IEFA ISHARES CORE MSCI EAFE

+$1.1M

264,215 +5%

增持

— ARISTA NETWORKS INC COM

+$1.1M

9,331 +1229%

减持

ARKG ARK GENOMIC REVOLUTION ETF

-$1.1M

44,856 -12%

建仓

TER TERADYNE INC COM

+$1.1M

6,584

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$1.1M

131,979 +17%

增持

KO COCA COLA CO COM

+$1.1M

123,242 +4%

增持

VNQ VANGUARD REIT INDEX ETF

+$1.1M

43,718 +11%

增持

BAC BK OF AMERICA CORP COM

+$1.1M

211,456 +7%

建仓

TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF

+$1.0M

24,336

增持

XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD

+$997.0K

30,764 +4%

减持

PENN PENN NATL GAMING INC

-$989.0K

6,348 -65%

减持

IJS ISHARES S&P SMALLCAP 600 VALUE ETF

-$988.0K

71,788 -15%

增持

NFLX NETFLIX COM INC

+$979.0K

13,328 +15%

减持

DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND

-$974.0K

9,705 -29%

建仓

— CF ACQUISITION CORP VI COM CL A

+$970.0K

89,528

增持

AMGN AMGEN INC

+$946.0K

16,180 +28%

建仓

— ANGLOGOLD ASHANTI LIMITED SPONSORED ADR

+$943.0K

44,942

清仓

— SFL CORPORATION LTD

-$936.0K

0 -100%

增持

ABNB AIRBNB INC COM CL A

+$925.0K

16,513 +52%