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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 23增持 64减持 50清仓 13

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$28.8M

892,640 -2%

增持

IVV ISHARES TR

+$13.6M

345,783 +3%

增持

IGSB ISHARES TR

+$12.3M

267,298 +1028%

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。

减持

NVDA NVIDIA CORPORATION

+$10.9M

86,259 -3%

增持

GLD SPDR GOLD TR

+$10.4M

136,617 +58%

增持

QQQ INVESCO QQQ TR

+$9.6M

159,694 +2%

增持

IVW ISHARES TR

+$8.3M

433,650 +30%

减持

MSFT MICROSOFT CORP

+$7.8M

180,722 -2%

减持

AMZN AMAZON COM INC

+$7.6M

398,702 -0%

建仓

SGOV ISHARES TR

+$7.5M

74,585

增持

FDL FIRST TR MORNINGSTAR DIVID L

+$7.1M

649,172 +49%

增持

TSLA TESLA INC

+$7.0M

69,065 +16%

建仓

FXZ FIRST TR EXCHANGE TRADED FD

+$6.4M

97,988

增持

FIXD FIRST TR EXCHNG TRADED FD VI

+$6.1M

275,045 +93%

减持

UNH UNITEDHEALTH GROUP INC

-$5.7M

19,469 -31%

增持

SCHD SCHWAB STRATEGIC TR

+$5.7M

486,997 +23%

减持

PTLC PACER FDS TR

-$5.6M

191,558 -44%

减持

TIP ISHARES TR

-$5.5M

77,152 -41%

增持

LQD ISHARES TR

+$5.1M

258,247 +17%

增持

VOO VANGUARD INDEX FDS

+$4.9M

74,903 +13%

减持

EFA ISHARES TR

-$4.6M

37,198 -67%

减持

DGRO ISHARES TR

-$4.6M

886,215 -9%

减持

ISTB ISHARES TR

-$4.5M

115,143 -46%

增持

HYLS FIRST TR EXCHANGE-TRADED FD

+$4.5M

156,687 +246%

清仓

DMAR FIRST TR EXCHNG TRADED FD VI

-$4.3M

0 -100%

增持

FV FIRST TR EXCHANGE-TRADED FD

+$4.2M

117,353 +397%

减持

NOC NORTHROP GRUMMAN CORP

-$4.1M

5,882 -53%

减持

STIP ISHARES TR

-$4.0M

31,181 -58%

增持

SYK STRYKER CORPORATION

+$3.9M

22,344 +123%

增持

USHY ISHARES TR

+$3.7M

112,943 +1264%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$3.7M

93,880 -61%

增持

IUSB ISHARES TR

+$3.7M

124,003 +174%

减持

HYG ISHARES TR

-$3.6M

19,597 -72%

减持

PFE PFIZER INC

-$3.3M

194,632 -11%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$3.3M

441,167 +16%

减持

XLE SELECT SECTOR SPDR TR

-$3.2M

170,370 -14%

清仓

LRGF ISHARES TR

-$3.1M

0 -100%

建仓

IGLD FIRST TR EXCHANGE-TRADED FD

+$3.1M

157,420

建仓

FEZ SPDR INDEX SHS FDS

+$3.1M

68,040

增持

SDY SPDR SER TR

+$2.9M

56,598 +72%

增持

SHY ISHARES TR

+$2.8M

245,307 +15%

增持

PSL INVESCO EXCHANGE TRADED FD T

+$2.7M

34,811 +958%

减持

NEE NEXTERA ENERGY INC

-$2.6M

133,371 -14%

减持

FRT FEDERAL RLTY INVT TR NEW

-$2.6M

10,757 -70%

清仓

USDU WISDOMTREE TR

-$2.6M

0 -100%

减持

FTSL FIRST TR EXCHANGE-TRADED FD

-$2.5M

25,146 -69%

建仓

AI C3 AI INC

+$2.3M

69,944

增持

VRIG INVESCO ACTIVELY MANAGED ETF

+$2.3M

126,563 +298%

减持

META META PLATFORMS INC

+$2.3M

35,049 -17%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$2.3M

449,310 -12%

减持

CRM SALESFORCE INC

+$2.3M

34,447 -1%

减持

GOOG ALPHABET INC

+$2.3M

172,752 -2%

减持

AGG ISHARES TR

-$2.2M

225,145 -11%

增持

LMBS FIRST TR EXCHANGE-TRADED FD

+$2.1M

244,666 +21%

清仓

SMMV ISHARES TR

-$2.1M

0 -100%

减持

GOOGL ALPHABET INC

+$2.1M

137,321 -0%

增持

LDSF FIRST TR EXCHNG TRADED FD VI

+$2.1M

144,576 +325%

增持

ALTL PACER FDS TR

+$2.0M

63,186 +469%

增持

JNJ JOHNSON & JOHNSON

-$1.9M

105,780 +2%

减持

SPY SPDR S&P 500 ETF TR

+$1.8M

80,454 -1%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$1.8M

30,255 -48%

增持

ICSH ISHARES TR

+$1.8M

151,445 +30%

减持

HD HOME DEPOT INC

-$1.7M

40,554 -7%

清仓

SHV ISHARES TR

-$1.7M

0 -100%

增持

IQLT ISHARES TR

+$1.7M

89,723 +98%

增持

AMD ADVANCED MICRO DEVICES INC

+$1.7M

45,262 +6%

增持

SMH VANECK ETF TRUST

+$1.7M

9,186 +143%

增持

PFEB INNOVATOR ETFS TR

+$1.6M

141,051 +59%

增持

IEF ISHARES TR

+$1.6M

45,359 +50%

增持

FTSM FIRST TR EXCHANGE-TRADED FD

+$1.6M

264,101 +11%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$1.6M

14,696 +330%

减持

XLK SELECT SECTOR SPDR TR

+$1.6M

60,021 -0%

增持

IMCG ISHARES TR

+$1.5M

50,821 +99%

建仓

FSIG FIRST TR EXCHANGE-TRADED FD

+$1.5M

80,165

建仓

BFEB INNOVATOR ETFS TR

+$1.5M

46,129

减持

BAC BANK AMERICA CORP

-$1.5M

204,365 -7%

减持

XLF SELECT SECTOR SPDR TR

-$1.4M

260,222 -9%

清仓

MGC VANGUARD WORLD FD

-$1.4M

0 -100%

建仓

FPEI FIRST TR EXCH TRADED FD III

+$1.4M

84,620

增持

FXN FIRST TR EXCHANGE TRADED FD

+$1.4M

380,081 +44%

增持

IJT ISHARES TR

+$1.4M

52,545 +29%

建仓

NAPR INNOVATOR ETFS TR

+$1.4M

35,254

增持

IAU ISHARES GOLD TR

+$1.4M

184,388 +15%

清仓

ZROZ PIMCO ETF TR

-$1.4M

0 -100%

增持

AIRR FIRST TR EXCHANGE-TRADED FD

+$1.3M

48,225 +120%

增持

BIV VANGUARD BD INDEX FDS

+$1.3M

94,312 +19%

增持

— MEDTRONIC PLC

+$1.3M

38,370 +69%

增持

CAT CATERPILLAR INC

+$1.3M

31,107 +28%

减持

SCHG SCHWAB STRATEGIC TR

+$1.3M

179,949 -4%

增持

IJK ISHARES TR

+$1.3M

51,876 +47%

增持

DIS DISNEY WALT CO

+$1.3M

90,095 +1%

减持

FLOT ISHARES TR

-$1.3M

262,705 -9%

增持

VTV VANGUARD INDEX FDS

+$1.3M

75,612 +16%

建仓

XSD SPDR SER TR

+$1.3M

6,121

增持

VIGI VANGUARD WHITEHALL FDS

+$1.3M

24,998 +200%

建仓

HDMV FIRST TR EXCH TRADED FD III

+$1.2M

43,602

减持

SDVY FIRST TR EXCHANGE-TRADED FD

-$1.2M

72,884 -40%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$1.2M

13,554 -22%

增持

SPIB SPDR SER TR

+$1.2M

89,178 +70%

建仓

— ISHARES TR

+$1.2M

51,590

增持

— ISHARES TR

+$1.2M

124,567 +66%

减持

SCZ ISHARES TR

-$1.2M

26,952 -45%

减持

MRK MERCK & CO INC

-$1.2M

74,591 -9%

建仓

RWK INVESCO EXCH TRADED FD TR II

+$1.2M

12,834

增持

QUAL ISHARES TR

+$1.1M

41,830 +18%

增持

GDXJ VANECK ETF TRUST

+$1.1M

78,694 +41%

建仓

— ON HLDG AG

+$1.1M

35,870

减持

CDC VICTORY PORTFOLIOS II

-$1.1M

33,167 -34%

减持

JVAL J P MORGAN EXCHANGE TRADED F

-$1.1M

125,256 -23%

增持

KRE SPDR SER TR

+$1.1M

42,744 +220%

建仓

LVHI LEGG MASON ETF INVT

+$1.1M

40,359

建仓

NTRL FIRST TR EXCH TRADED FD III

+$1.1M

53,383

清仓

DAPR FIRST TR EXCHNG TRADED FD VI

-$1.1M

0 -100%

增持

LLY LILLY ELI & CO

+$1.0M

24,002 +22%

减持

IJS ISHARES TR

-$1.0M

67,378 -16%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$1.0M

126,124 +39%

增持

PANW PALO ALTO NETWORKS INC

+$996.9K

8,682 +64%

增持

VEA VANGUARD TAX-MANAGED FDS

+$990.4K

165,046 +7%

减持

TECB ISHARES TR

-$969.8K

44,453 -50%

建仓

DBP INVESCO DB MULTI-SECTOR COMM

+$941.2K

18,440

减持

MCK MCKESSON CORP

-$929.3K

2,492 -49%

增持

JPM JPMORGAN CHASE & CO

+$926.1K

103,025 +11%

增持

CVX CHEVRON CORP NEW

-$914.0K

56,799 +0%

增持

SCHX SCHWAB STRATEGIC TR

+$907.0K

139,257 +8%

建仓

XHLF BONDBLOXX ETF TRUST

+$898.3K

17,851

清仓

— INVESCO EXCH TRD SLF IDX FD

-$896.2K

0 -100%

建仓

PII POLARIS INC

+$892.2K

8,064

清仓

— INVESCO EXCH TRD SLF IDX FD

-$891.0K

0 -100%

增持

VALE VALE S A

+$883.7K

66,899 +560%

增持

BWA BORGWARNER INC

+$883.1K

22,831 +286%

清仓

IGE ISHARES TR

-$866.5K

0 -100%

清仓

SPTM SPDR SER TR

-$864.6K

0 -100%

建仓

SJNK SPDR SER TR

+$855.7K

34,448

增持

PULS PGIM ETF TR

+$854.4K

79,249 +27%

建仓

DBB INVESCO DB MULTI-SECTOR COMM

+$844.6K

41,811

减持

SPYD SPDR SER TR

-$841.4K

6,517 -76%

减持

HON HONEYWELL INTL INC

-$833.4K

19,163 -9%

增持

VTI VANGUARD INDEX FDS

+$821.5K

43,352 +3%

增持

IEMG ISHARES INC

+$816.8K

213,775 +4%

减持

ABBV ABBVIE INC

-$815.2K

102,697 -3%

减持

BOND PIMCO ETF TR

-$807.3K

2,975 -75%

减持

XLU SELECT SECTOR SPDR TR

-$806.7K

77,739 -10%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$787.3K

199,239 -3%

清仓

VLU SPDR SER TR

-$786.3K

0 -100%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$778.8K

382,948 +4%

减持

UPS UNITED PARCEL SERVICE INC

+$774.2K

42,567 -1%

建仓

BC BRUNSWICK CORP

+$771.6K

9,409

增持

VZ VERIZON COMMUNICATIONS INC

+$768.5K

296,922 +9%

减持

AWK AMERICAN WTR WKS CO INC NEW

-$757.1K

13,020 -26%

建仓

EQX EQUINOX GOLD CORP

+$752.2K

146,052