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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
$1.59B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 78
减持 48
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.3M
381,861
+159%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$13.0M
368,864
+238%
减持
AMZN
AMAZON COM INC
-$12.7M
399,821
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。
-2%
减持
AAPL
APPLE INC
-$12.0M
911,539
-3%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$11.7M
436,674
+230%
减持
TSLA
TESLA INC
-$9.0M
59,292
-4%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$8.2M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$7.7M
81,377
-25%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$7.5M
161,753
-63%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$7.0M
358,836
-40%
减持
IVV
ISHARES TR
+$6.5M
334,480
-2%
增持
NOC
NORTHROP GRUMMAN CORP
+$5.8M
12,578
+433%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$5.1M
166,118
增持
XLE
SELECT SECTOR SPDR TR
+$5.1M
197,428
+16%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.0M
396,742
+6%
增持
COWZ
PACER FDS TR
+$4.9M
510,582
+12%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.9M
116,827
+61%
增持
AZO
AUTOZONE INC
+$3.9M
1,959
+333%
增持
—
EXXON MOBIL CORP
+$3.4M
123,661
+6%
清仓
CFO
VICTORY PORTFOLIOS II
-$3.4M
0
-100%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$3.2M
36,349
+615%
增持
IVE
ISHARES TR
+$3.1M
116,668
+9%
增持
IJR
ISHARES TR
+$3.1M
272,616
+5%
建仓
PULS
PGIM ETF TR
+$3.1M
62,171
减持
ABBV
ABBVIE INC
+$2.9M
106,318
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$2.8M
75,416
+23%
减持
DGRO
ISHARES TR
+$2.8M
978,067
-6%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.7M
183,783
+173%
增持
IJH
ISHARES TR
+$2.6M
101,873
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.6M
237,692
+22%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$2.5M
54,983
+90%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.5M
43,047
+39%
增持
—
ISHARES TR
+$2.5M
170,379
+146%
增持
PG
PROCTER AND GAMBLE CO
+$2.3M
84,282
+1%
减持
ARKK
ARK ETF TR
-$2.3M
100,785
-30%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
66,307
+3%
减持
GOOGL
ALPHABET INC
-$2.2M
138,010
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
46,107
+2%
减持
JPM
JPMORGAN CHASE & CO
+$2.1M
93,207
-7%
清仓
AFGR
FIRST TR EXCHNG TRADED FD VI
-$2.1M
0
-100%
增持
NOBL
PROSHARES TR
+$2.1M
70,587
+31%
增持
DVY
ISHARES TR
+$2.0M
59,197
+24%
建仓
BNOV
INNOVATOR ETFS TR
+$2.0M
67,729
增持
USMV
ISHARES TR
+$2.0M
293,869
+1%
增持
PDEC
INNOVATOR ETFS TR
+$1.9M
73,724
+648%
增持
HD
HOME DEPOT INC
+$1.9M
43,430
+2%
清仓
FYT
FIRST TR EXCHANGE-TRADED ALP
-$1.9M
0
-100%
增持
TLT
ISHARES TR
+$1.9M
57,331
+53%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.9M
41,745
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$1.9M
42,787
+49%
减持
META
META PLATFORMS INC
-$1.8M
42,419
-17%
减持
GOOG
ALPHABET INC
-$1.7M
176,727
-2%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$1.7M
35,085
-57%
减持
BA
BOEING CO
+$1.7M
46,649
-21%
建仓
SPIB
SPDR SER TR
+$1.7M
52,558
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
204,400
-1%
增持
AMLP
ALPS ETF TR
+$1.6M
64,522
+186%
增持
IUSV
ISHARES TR
+$1.6M
131,698
+7%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$1.6M
23,448
-45%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.6M
34,635
减持
PFE
PFIZER INC
+$1.5M
219,391
-1%
增持
—
ISHARES TR
+$1.5M
119,345
+107%
减持
CVX
CHEVRON CORP NEW
+$1.5M
56,724
-6%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$1.5M
263,632
+39%
增持
SPSB
SPDR SER TR
+$1.5M
80,138
+174%
增持
DE
DEERE & CO
+$1.5M
13,947
+4%
减持
AGG
ISHARES TR
-$1.5M
254,124
-6%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$1.5M
81,901
-29%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
14,270
+0%
增持
KO
COCA COLA CO
+$1.4M
123,731
+7%
减持
DIS
DISNEY WALT CO
-$1.4M
88,967
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
154,033
+10%
建仓
ZROZ
PIMCO ETF TR
+$1.4M
15,585
增持
IEMG
ISHARES INC
+$1.3M
205,851
+7%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$1.3M
0
-100%
增持
MCK
MCKESSON CORP
+$1.3M
4,842
+240%
增持
IJJ
ISHARES TR
+$1.3M
36,826
+39%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.3M
90,886
+126%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.3M
168,417
+2%
减持
MRK
MERCK & CO INC
+$1.3M
82,048
-10%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
89,332
-8%
减持
DHI
D R HORTON INC
-$1.3M
2,638
-88%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
111,651
+16%
增持
—
ISHARES TR
+$1.2M
75,135
+229%
清仓
IVOL
KRANESHARES TR
-$1.2M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.2M
52,191
+4%
减持
VLUE
ISHARES TR
-$1.2M
60,939
-26%
增持
FSK
FS KKR CAP CORP
+$1.2M
143,591
+88%
增持
LLY
LILLY ELI & CO
+$1.2M
19,740
+6%
减持
SLQD
ISHARES TR
-$1.2M
67,654
-28%
增持
EFA
ISHARES TR
+$1.2M
111,217
+2%
减持
GNRC
GENERAC HLDGS INC
-$1.1M
6,522
-35%
增持
DOW
DOW INC
+$1.1M
89,446
+17%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$1.1M
120,470
+2%
清仓
FICS
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$1.1M
20,312
-70%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.1M
8,661
-29%
增持
T
AT&T INC
+$1.1M
355,043
+0%
建仓
SPYD
SPDR SER TR
+$1.1M
27,514
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$1.1M
63,973
-43%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
46,017
+5%
建仓
AGZD
WISDOMTREE TR
+$1.1M
24,521
减持
OIH
VANECK ETF TRUST
-$1.1M
5,460
-58%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.1M
17,307
+6%
减持
CRM
SALESFORCE INC
-$1.0M
34,666
-12%
增持
MCD
MCDONALDS CORP
+$1.0M
28,132
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
42,805
+1%
增持
SLB
SCHLUMBERGER LTD
+$1.0M
32,351
+59%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$998.0K
142,850
-14%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$985.5K
5,821
-80%
建仓
IMVT
IMMUNOVANT INC
+$983.4K
55,400
增持
AVDV
AMERICAN CENTY ETF TR
+$980.4K
30,342
+106%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$974.6K
29,405
-40%
建仓
MPLX
MPLX LP
+$974.0K
29,659
减持
GILD
GILEAD SCIENCES INC
+$973.6K
51,678
-8%
增持
BAC
BANK AMERICA CORP
+$965.4K
220,452
+5%
减持
GLD
SPDR GOLD TR
+$961.8K
86,263
-2%
增持
HAL
HALLIBURTON CO
+$960.8K
47,035
+30%
减持
ISRG
INTUITIVE SURGICAL INC
+$958.5K
12,362
-0%
增持
ICSH
ISHARES TR
+$943.0K
116,266
+19%
增持
VUG
VANGUARD INDEX FDS
+$940.1K
17,315
+35%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$939.5K
55,437
+2%
减持
PYPL
PAYPAL HLDGS INC
-$937.0K
33,543
-13%
减持
SPTM
SPDR SER TR
-$936.4K
18,283
-55%
增持
—
PROVENTION BIO INC
+$933.6K
153,790
+0%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$921.3K
39,519
+28%
增持
NFLX
NETFLIX INC
+$914.9K
12,764
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$908.6K
34,808
+82%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$903.5K
17,481
+29%
清仓
—
ISHARES TR
-$903.0K
0
-100%
增持
QUAL
ISHARES TR
+$888.7K
35,519
+17%
减持
FPE
FIRST TR EXCH TRADED FD III
-$888.3K
177,777
-23%
建仓
IGE
ISHARES TR
+$866.5K
21,311
建仓
—
SFL CORPORATION LTD
+$862.8K
93,576
减持
JNJ
JOHNSON & JOHNSON
+$860.8K
103,616
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$848.1K
79,374
+15%
增持
XLP
SELECT SECTOR SPDR TR
+$847.7K
90,861
+2%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$847.7K
8,197
-61%
增持
MO
ALTRIA GROUP INC
+$843.8K
151,012
+1%
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$842.0K
0
-100%
建仓
MBLY
MOBILEYE GLOBAL INC
+$841.4K
24,000
增持
XLI
SELECT SECTOR SPDR TR
+$832.3K
43,857
+5%
增持
WMB
WILLIAMS COS INC
+$827.3K
42,744
+111%
减持
ISTB
ISHARES TR
-$826.1K
214,403
-8%
减持
XLU
SELECT SECTOR SPDR TR
-$824.1K
86,083
-18%
增持
IYH
ISHARES TR
+$822.0K
8,336
+37%
减持
TIPX
SPDR SER TR
-$817.9K
14,584
-76%
增持
MRNA
MODERNA INC
+$816.6K
12,067
+6%
增持
FCX
FREEPORT-MCMORAN INC
+$814.5K
41,171
+50%
