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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 33
减持 100
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$24.6M
642,494
+10939%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$13.8M
273,087
-58%
减持
AAPL
APPLE INC
+$12.6M
823,935
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。
-8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$11.4M
230,124
-48%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$11.2M
189,319
-58%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$10.3M
179,794
-53%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.0M
380,808
-22%
减持
USMV
ISHARES TR
-$7.2M
194,300
-35%
减持
AMZN
AMAZON COM INC
+$7.2M
371,408
-7%
增持
MOAT
VANECK ETF TRUST
+$7.2M
191,492
+74%
减持
SCHG
SCHWAB STRATEGIC TR
-$7.0M
63,263
-65%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$6.2M
3,219
-97%
减持
MSFT
MICROSOFT CORP
+$6.1M
170,856
-5%
减持
EFAV
ISHARES TR
-$6.0M
9,984
-90%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$5.9M
31,330
-74%
增持
FLOT
ISHARES TR
+$5.7M
372,762
+42%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$5.7M
198,285
-42%
增持
TSLA
TESLA INC
+$5.6M
76,219
+10%
减持
NVDA
NVIDIA CORPORATION
+$5.5M
69,760
-19%
减持
AGG
ISHARES TR
-$5.4M
173,976
-23%
建仓
PSFF
PACER FDS TR
+$5.1M
210,328
减持
AVUV
AMERICAN CENTY ETF TR
-$4.9M
54,218
-56%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$4.9M
11,540
-93%
减持
IVV
ISHARES TR
+$4.8M
329,651
-5%
减持
SGOV
ISHARES TR
-$4.7M
27,769
-63%
减持
VLUE
ISHARES TR
-$4.7M
4,855
-91%
减持
IEMG
ISHARES INC
-$4.6M
118,231
-45%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$4.5M
88,136
-77%
减持
VO
VANGUARD INDEX FDS
-$4.1M
28,278
-42%
减持
SHY
ISHARES TR
-$4.0M
198,631
-19%
减持
VB
VANGUARD INDEX FDS
-$3.9M
20,758
-51%
减持
ABBV
ABBVIE INC
-$3.9M
92,572
-10%
减持
SYK
STRYKER CORPORATION
-$3.6M
8,984
-60%
增持
SPY
SPDR S&P 500 ETF TR
+$3.5M
95,359
+19%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.5M
1,862
+538%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$3.5M
10,229
-79%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.3M
238,610
+89%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
77,011
+3%
增持
IVW
ISHARES TR
+$3.1M
437,419
+1%
增持
BALT
INNOVATOR ETFS TR
+$3.1M
290,663
+57%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$3.1M
137,617
减持
TIP
ISHARES TR
-$3.1M
50,613
-34%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$3.0M
13,701
+397%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.9M
155,555
-22%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.8M
147,690
-48%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$2.7M
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.7M
170,734
-43%
增持
EFA
ISHARES TR
+$2.6M
72,025
+94%
减持
LLY
LILLY ELI & CO
+$2.5M
22,995
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.5M
39,259
-32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
50,261
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$2.4M
149,028
+572%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$2.4M
0
-100%
减持
FREL
FIDELITY COVINGTON TRUST
-$2.4M
46,916
-67%
减持
DIS
DISNEY WALT CO
-$2.3M
74,820
-17%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.3M
83,172
-27%
减持
XLF
SELECT SECTOR SPDR TR
-$2.3M
180,332
-31%
清仓
—
PROVENTION BIO INC
-$2.2M
0
-100%
减持
GOOG
ALPHABET INC
+$2.2M
166,923
-3%
减持
TGT
TARGET CORP
-$2.2M
15,969
-38%
减持
XLE
SELECT SECTOR SPDR TR
-$2.2M
147,085
-14%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.1M
34,244
-20%
减持
TLT
ISHARES TR
-$2.1M
41,790
-31%
减持
MRK
MERCK & CO INC
-$2.1M
50,977
-32%
增持
UBER
UBER TECHNOLOGIES INC
+$2.0M
70,766
+118%
清仓
CDC
VICTORY PORTFOLIOS II
-$2.0M
0
-100%
减持
BA
BOEING CO
-$2.0M
32,097
-22%
增持
QUAL
ISHARES TR
+$2.0M
53,210
+27%
减持
IHI
ISHARES TR
-$2.0M
106,644
-28%
减持
DOW
DOW INC
-$1.9M
61,182
-35%
增持
COWZ
PACER FDS TR
+$1.9M
541,219
+6%
减持
PFE
PFIZER INC
-$1.9M
165,155
-15%
减持
BSV
VANGUARD BD INDEX FDS
-$1.9M
54,457
-31%
减持
BAC
BANK AMERICA CORP
-$1.8M
139,934
-32%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.8M
22,107
减持
CVX
CHEVRON CORP NEW
-$1.8M
47,730
-16%
减持
CSCO
CISCO SYS INC
-$1.7M
63,878
-34%
清仓
FTXO
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
减持
IJR
ISHARES TR
-$1.7M
244,946
-9%
增持
XSD
SPDR SER TR
+$1.7M
13,480
+120%
减持
LMT
LOCKHEED MARTIN CORP
-$1.7M
10,655
-24%
减持
—
EXXON MOBIL CORP
-$1.7M
107,896
-11%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$1.7M
73,042
-42%
减持
KRE
SPDR SER TR
-$1.6M
5,615
-87%
减持
SLQD
ISHARES TR
-$1.6M
34,481
-49%
增持
HDMV
FIRST TR EXCH TRADED FD III
+$1.6M
100,233
+130%
减持
SDY
SPDR SER TR
-$1.6M
44,026
-22%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$1.6M
164,473
+105%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.5M
8,243
-68%
建仓
TDVG
T ROWE PRICE ETF INC
+$1.5M
45,526
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
89,944
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
60,778
+1%
减持
—
ISHARES TR
-$1.5M
120,310
-33%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$1.5M
27,917
-56%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$1.5M
66,186
-54%
减持
GOOGL
ALPHABET INC
+$1.4M
131,096
-5%
清仓
BROS
DUTCH BROS INC
-$1.4M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
16,175
-17%
减持
ISTB
ISHARES TR
-$1.4M
85,998
-25%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
82,478
+12%
建仓
CELH
CELSIUS HLDGS INC
+$1.4M
9,467
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
272,540
-8%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$1.4M
31,710
+61%
减持
PEP
PEPSICO INC
-$1.4M
40,020
-17%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
增持
LVHI
LEGG MASON ETF INVT
+$1.4M
90,978
+125%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
34,284
-24%
减持
ESGU
ISHARES TR
-$1.4M
21,575
-44%
减持
—
ACCENTURE PLC IRELAND
-$1.4M
1,545
-76%
减持
INTC
INTEL CORP
-$1.4M
61,962
-41%
增持
XHLF
BONDBLOXX ETF TRUST
+$1.4M
45,137
+153%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
101,000
+44%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$1.3M
7,383
-78%
增持
ICSH
ISHARES TR
+$1.3M
177,964
+18%
增持
FEZ
SPDR INDEX SHS FDS
+$1.3M
95,506
+40%
减持
DVY
ISHARES TR
-$1.3M
50,529
-16%
减持
QCOM
QUALCOMM INC
-$1.3M
23,892
-26%
减持
MA
MASTERCARD INCORPORATED
-$1.3M
7,915
-35%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
28,032
-38%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
121,845
-9%
增持
IMCG
ISHARES TR
+$1.2M
67,963
+34%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.2M
54,921
-18%
减持
SMDV
PROSHARES TR
-$1.2M
9,923
-66%
减持
KO
COCA COLA CO
-$1.2M
101,110
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
32,354
-23%
清仓
MBLY
MOBILEYE GLOBAL INC
-$1.2M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
68,223
-15%
清仓
IAGG
ISHARES TR
-$1.1M
0
-100%
减持
T
AT&T INC
-$1.1M
298,374
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
5,348
-21%
减持
QQQ
INVESCO QQQ TR
-$1.1M
135,665
-15%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.1M
31,064
-27%
增持
BIL
SPDR SER TR
+$1.1M
21,325
+128%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
5,513
+62%
减持
RIO
RIO TINTO PLC
-$1.1M
9,276
-62%
减持
MMM
3M CO
-$1.1M
28,709
-24%
减持
ALTL
PACER FDS TR
-$1.1M
35,241
-44%
清仓
NTRL
FIRST TR EXCH TRADED FD III
-$1.1M
0
-100%
减持
V
VISA INC
-$1.1M
37,972
-15%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.0M
3,655
-81%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$1.0M
45,504
减持
UNM
UNUM GROUP
-$1.0M
11,741
-71%
增持
GCOW
PACER FDS TR
+$1.0M
44,600
+230%
清仓
NTAP
NETAPP INC
-$1.0M
0
-100%
减持
GLD
SPDR GOLD TR
-$992.2K
134,845
-1%
减持
DGRO
ISHARES TR
+$988.9K
878,921
-1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$987.1K
88,938
+14%
减持
WMT
WALMART INC
-$974.2K
44,309
-18%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$972.3K
54,148
-42%
减持
JPM
JPMORGAN CHASE & CO
-$962.7K
85,688
-17%
