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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 18
增持 37
减持 84
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$23.6M
795,811
-3%
建仓
XAUG
FIRST TR EXCHNG TRADED FD VI
+$10.9M
366,335
减持
IVV
ISHARES TR
-$7.9M
323,638
-2%
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
ABBV
ABBVIE INC
+$6.5M
127,158
+37%
减持
MSFT
MICROSOFT CORP
-$4.9M
168,858
-1%
减持
IJR
ISHARES TR
-$4.6M
209,596
-14%
增持
—
EXXON MOBIL CORP
+$4.6M
137,162
+27%
减持
TSLA
TESLA INC
-$4.4M
61,976
-19%
增持
XLI
SELECT SECTOR SPDR TR
+$4.1M
76,379
+125%
减持
EFA
ISHARES TR
-$3.9M
19,504
-73%
减持
AZO
AUTOZONE INC
-$3.7M
119
-93%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.7M
15,750
-54%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.4M
296
-84%
增持
ABT
ABBOTT LABS
+$3.2M
57,537
+168%
增持
AOA
ISHARES TR
+$3.2M
53,017
+1571%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.0M
210,486
-19%
减持
JNJ
JOHNSON & JOHNSON
-$3.0M
76,631
-15%
增持
MOAT
VANECK ETF TRUST
+$3.0M
240,367
+26%
清仓
IGLD
FIRST TR EXCHANGE-TRADED FD
-$2.9M
0
-100%
增持
IWM
ISHARES TR
+$2.8M
30,440
+121%
减持
IJH
ISHARES TR
-$2.8M
87,467
-7%
建仓
CXM
SPRINKLR INC
+$2.6M
188,136
减持
ITOT
ISHARES TR
-$2.5M
133,780
-13%
减持
SPY
SPDR S&P 500 ETF TR
-$2.4M
79,631
-16%
减持
DGRO
ISHARES TR
-$2.1M
871,377
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.1M
247,259
-9%
减持
GLD
SPDR GOLD TR
-$2.1M
127,839
-5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.1M
251,871
-12%
减持
AMZN
AMAZON COM INC
-$2.1M
364,548
-2%
减持
LQD
ISHARES TR
-$2.0M
254,767
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$2.0M
154,564
+5%
减持
SHY
ISHARES TR
-$2.0M
173,980
-12%
建仓
VRT
VERTIV HOLDINGS CO
+$2.0M
52,512
增持
NEE
NEXTERA ENERGY INC
-$1.9M
123,852
+2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.8M
223,893
-18%
减持
—
ISHARES TR
-$1.8M
55,668
-56%
增持
QGRO
AMERICAN CENTY ETF TR
+$1.8M
30,960
+562%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.8M
64,520
-53%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.7M
86,520
+72%
减持
MCD
MCDONALDS CORP
-$1.7M
22,217
-13%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
214,949
-14%
增持
CAT
CATERPILLAR INC
+$1.6M
31,156
+11%
增持
BJUL
INNOVATOR ETFS TR
+$1.6M
63,954
+286%
建仓
—
SUPER MICRO COMPUTER INC
+$1.6M
5,777
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.6M
148,204
-18%
清仓
—
ON HLDG AG
-$1.6M
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$1.6M
25,223
-56%
清仓
TDVG
T ROWE PRICE ETF INC
-$1.5M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$1.5M
29,707
减持
AI
C3 AI INC
-$1.5M
41,421
-41%
增持
PJUL
INNOVATOR ETFS TR
+$1.5M
64,815
+212%
减持
USFR
WISDOMTREE TR
-$1.5M
16,399
-64%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
2,603
-53%
减持
GOOG
ALPHABET INC
+$1.4M
164,073
-2%
减持
SDY
SPDR SER TR
-$1.4M
34,415
-22%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.4M
57,174
清仓
CELH
CELSIUS HLDGS INC
-$1.4M
0
-100%
减持
F
FORD MTR CO DEL
-$1.4M
378,909
-6%
减持
SLQD
ISHARES TR
-$1.4M
5,763
-83%
增持
SGOV
ISHARES TR
+$1.4M
41,398
+49%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.4M
35,384
减持
IVE
ISHARES TR
-$1.4M
104,143
-3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.4M
79,932
+234%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$1.3M
52,046
+179%
减持
NFLX
NETFLIX INC
-$1.3M
7,087
-22%
建仓
PKST
PEAKSTONE REALTY TRUST
+$1.3M
78,317
增持
FLTB
FIDELITY MERRIMACK STR TR
+$1.3M
44,217
+159%
减持
BA
BOEING CO
-$1.3M
28,784
-10%
减持
BFEB
INNOVATOR ETFS TR
-$1.2M
8,075
-82%
减持
BNOV
INNOVATOR ETFS TR
-$1.2M
25,161
-59%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
32,580
+108%
增持
FENY
FIDELITY COVINGTON TRUST
+$1.2M
256,203
+10%
减持
SCZ
ISHARES TR
-$1.2M
7,522
-73%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
+$1.2M
55,058
+308%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
38,745
-29%
减持
FLOT
ISHARES TR
-$1.2M
349,074
-6%
减持
USMV
ISHARES TR
-$1.2M
183,354
-6%
减持
WM
WASTE MGMT INC DEL
-$1.2M
48,557
-2%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.2M
0
-100%
建仓
PAUG
INNOVATOR ETFS TR
+$1.1M
36,690
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.1M
339,187
+26%
减持
MRK
MERCK & CO INC
-$1.1M
46,238
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.1M
45,656
-17%
减持
DAL
DELTA AIR LINES INC DEL
-$1.1M
64,448
-12%
清仓
TPLC
TIMOTHY PLAN
-$1.1M
0
-100%
减持
NOBL
PROSHARES TR
-$1.1M
43,434
-17%
减持
DOW
DOW INC
-$1.1M
42,783
-30%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
65,448
-6%
减持
GOOGL
ALPHABET INC
-$1.0M
111,973
-15%
减持
DVY
ISHARES TR
-$1.0M
43,547
-14%
建仓
UAUG
INNOVATOR ETFS TR
+$1.0M
36,167
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
146,819
-14%
减持
XLV
SELECT SECTOR SPDR TR
-$1.0M
77,062
-7%
减持
IHI
ISHARES TR
-$1.0M
103,416
-3%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.0M
25,716
-41%
减持
CRM
SALESFORCE INC
-$999.4K
29,167
-11%
建仓
VST
VISTRA CORP
+$993.5K
29,942
建仓
KVUE
KENVUE INC
+$989.1K
49,257
减持
JPM
JPMORGAN CHASE & CO
-$988.7K
79,118
-8%
增持
XHLF
BONDBLOXX ETF TRUST
+$978.7K
64,566
+43%
增持
SPYM
SPDR SER TR
+$968.3K
30,244
+186%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$963.5K
24,840
-53%
减持
ALTL
PACER FDS TR
-$958.0K
10,593
-70%
减持
DG
DOLLAR GEN CORP NEW
-$956.1K
14,810
-0%
增持
IJK
ISHARES TR
+$949.7K
63,119
+31%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$931.7K
98,096
-30%
减持
MINT
PIMCO ETF TR
-$931.6K
23,537
-29%
减持
FMAT
FIDELITY COVINGTON TRUST
-$927.1K
12,286
-61%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$921.7K
109,447
+23%
减持
RTX
RTX CORPORATION
-$917.1K
29,540
-5%
建仓
TSPA
T ROWE PRICE ETF INC
+$902.5K
34,312
增持
META
META PLATFORMS INC
+$898.8K
29,613
+6%
清仓
RAVI
FLEXSHARES TR
-$894.8K
0
-100%
减持
IJS
ISHARES TR
-$893.5K
56,018
-10%
减持
ISRG
INTUITIVE SURGICAL INC
-$883.3K
10,781
-9%
建仓
TCHP
T ROWE PRICE ETF INC
+$871.0K
32,068
建仓
TFLO
ISHARES TR
+$868.9K
17,124
减持
AMGN
AMGEN INC
+$866.7K
18,874
-0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$859.1K
8,179
-22%
减持
—
ISHARES TR
-$851.2K
63,621
-35%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$849.2K
70,548
+96%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$838.6K
49,673
+201%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$825.5K
39,327
减持
XLP
SELECT SECTOR SPDR TR
-$821.5K
73,177
-7%
减持
PG
PROCTER AND GAMBLE CO
-$819.2K
74,792
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$813.3K
234,354
+18%
减持
DIS
DISNEY WALT CO
-$810.9K
72,413
-3%
减持
VTV
VANGUARD INDEX FDS
-$804.2K
68,581
-5%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$803.4K
37,451
+40%
减持
TGT
TARGET CORP
-$796.5K
11,847
-26%
清仓
SKOR
FLEXSHARES TR
-$792.6K
0
-100%
增持
—
STELLANTIS N.V
+$787.8K
62,279
+171%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$787.6K
92,266
-26%
清仓
TPSC
TIMOTHY PLAN
-$781.7K
0
-100%
减持
PEP
PEPSICO INC
-$778.4K
39,153
-2%
增持
XHB
SPDR SER TR
+$772.1K
20,090
+111%
建仓
SPTM
SPDR SER TR
+$762.8K
14,532
增持
V
VISA INC
+$758.9K
42,505
+12%
增持
CALF
PACER FDS TR
+$755.7K
46,623
+60%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$748.9K
39,799
+26%
减持
GIS
GENERAL MLS INC
-$745.7K
45,698
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$737.3K
10,191
-4%
清仓
RBC
RBC BEARINGS INC
-$728.7K
0
-100%
增持
EFV
ISHARES TR
+$722.3K
45,955
+47%
减持
ARKK
ARK ETF TR
-$722.0K
75,181
-10%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$718.9K
0
-100%
减持
TLT
ISHARES TR
-$716.9K
40,422
-3%
减持
AGG
ISHARES TR
-$716.7K
173,588
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$709.3K
7,655
-25%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$708.9K
14,815
