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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 2
减持 135
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$83.6M
273,530
-66%
减持
IVV
ISHARES TR
-$67.3M
150,084
-54%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$24.7M
16,412
-98%
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
AMZN
AMAZON COM INC
-$24.7M
142,381
-61%
减持
DGRO
ISHARES TR
-$22.7M
380,609
-56%
减持
MSFT
MICROSOFT CORP
-$22.1M
83,041
-51%
减持
SCHD
SCHWAB STRATEGIC TR
-$15.5M
159,999
-59%
减持
VOO
VANGUARD INDEX FDS
-$15.5M
37,538
-54%
减持
QQQ
INVESCO QQQ TR
-$15.2M
84,501
-39%
减持
SPY
SPDR S&P 500 ETF TR
-$14.5M
41,209
-48%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$14.2M
364,811
减持
IVW
ISHARES TR
-$14.2M
220,694
-51%
减持
GOOG
ALPHABET INC
-$14.1M
53,115
-68%
减持
IGSB
ISHARES TR
-$13.1M
37,014
-88%
减持
GLD
SPDR GOLD TR
-$13.1M
45,945
-64%
减持
COWZ
PACER FDS TR
-$12.9M
252,250
-52%
减持
IJH
ISHARES TR
-$11.6M
36,932
-58%
减持
LQD
ISHARES TR
-$11.5M
130,672
-49%
减持
—
EXXON MOBIL CORP
-$11.4M
47,201
-66%
减持
XAUG
FIRST TR EXCHNG TRADED FD VI
-$10.3M
19,220
-95%
减持
NVDA
NVIDIA CORPORATION
-$9.8M
37,780
-42%
减持
IJR
ISHARES TR
-$9.3M
96,608
-54%
减持
FLOT
ISHARES TR
-$9.2M
169,435
-51%
减持
SHY
ISHARES TR
-$8.9M
63,314
-64%
减持
XLE
SELECT SECTOR SPDR TR
-$8.8M
62,033
-60%
减持
TSLA
TESLA INC
-$8.6M
27,670
-55%
减持
AGG
ISHARES TR
-$8.4M
80,062
-54%
减持
USMV
ISHARES TR
-$7.9M
68,405
-63%
减持
MOAT
VANECK ETF TRUST
-$7.8M
122,536
-49%
减持
IVE
ISHARES TR
-$7.8M
47,480
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.7M
26,792
-46%
减持
ITOT
ISHARES TR
-$7.7M
46,940
-65%
减持
JNJ
JOHNSON & JOHNSON
-$7.6M
27,726
-64%
减持
MTUM
ISHARES TR
-$7.2M
4,105
-93%
减持
ABBV
ABBVIE INC
-$7.0M
77,355
-39%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.9M
93,976
-55%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$6.9M
107,407
-55%
减持
PG
PROCTER AND GAMBLE CO
-$6.5M
29,877
-60%
减持
FHLC
FIDELITY COVINGTON TRUST
-$6.1M
59,965
-64%
减持
IUSB
ISHARES TR
-$5.9M
22,076
-86%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$5.9M
65,585
-57%
减持
SCHX
SCHWAB STRATEGIC TR
-$5.8M
35,019
-77%
减持
XLV
SELECT SECTOR SPDR TR
-$5.8M
30,185
-61%
减持
XLI
SELECT SECTOR SPDR TR
-$5.8M
17,383
-77%
减持
JPM
JPMORGAN CHASE & CO
-$5.7M
33,779
-57%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.6M
111,846
-56%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$5.6M
94,625
-56%
减持
MUB
ISHARES TR
-$5.5M
67,934
-46%
减持
IUSV
ISHARES TR
-$5.5M
41,955
-65%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$5.4M
58,619
-74%
减持
V
VISA INC
-$5.4M
16,925
-60%
减持
FENY
FIDELITY COVINGTON TRUST
-$5.1M
53,826
-79%
减持
BALT
INNOVATOR ETFS TR
-$5.1M
119,305
-61%
清仓
PSTP
INNOVATOR ETFS TR
-$5.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$5.0M
68,771
-39%
减持
HD
HOME DEPOT INC
-$4.8M
16,635
-52%
减持
CVX
CHEVRON CORP NEW
-$4.7M
22,230
-53%
减持
ICSH
ISHARES TR
-$4.6M
92,801
-49%
减持
CAT
CATERPILLAR INC
-$4.5M
13,647
-56%
减持
IHI
ISHARES TR
-$4.4M
11,011
-89%
减持
VTV
VANGUARD INDEX FDS
-$4.4M
34,089
-50%
建仓
USIG
ISHARES TR
+$4.4M
84,865
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$4.3M
154,210
-55%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$4.2M
36,987
-75%
减持
IAU
ISHARES GOLD TR
-$4.2M
53,188
-70%
减持
XLK
SELECT SECTOR SPDR TR
-$4.2M
35,996
-47%
增持
IOO
ISHARES TR
+$4.2M
74,456
+198%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.2M
113,452
-52%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.1M
66,479
-55%
清仓
ISTB
ISHARES TR
-$4.1M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.0M
105,452
-57%
建仓
IGIB
ISHARES TR
+$4.0M
77,055
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
6,928
-54%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.8M
88,887
-51%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.6M
60,354
-60%
减持
IEMG
ISHARES INC
-$3.6M
39,097
-67%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$3.6M
4,624
-88%
清仓
ACWV
ISHARES INC
-$3.6M
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$3.5M
28,602
-64%
减持
DTE
DTE ENERGY CO
-$3.5M
18,053
-67%
减持
PTLC
PACER FDS TR
-$3.5M
57,540
-61%
减持
IEFA
ISHARES TR
-$3.5M
62,207
-49%
减持
DIS
DISNEY WALT CO
-$3.4M
26,811
-63%
减持
NEE
NEXTERA ENERGY INC
-$3.4M
60,266
-51%
减持
LLY
ELI LILLY & CO
-$3.4M
13,715
-35%
减持
META
META PLATFORMS INC
-$3.4M
15,516
-48%
减持
PFE
PFIZER INC
-$3.4M
81,842
-53%
减持
FPE
FIRST TR EXCH TRADED FD III
-$3.3M
123,903
-63%
减持
HDV
ISHARES TR
-$3.3M
18,749
-65%
减持
WMT
WALMART INC
-$3.3M
23,686
-46%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.3M
32,643
-58%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$3.3M
0
-100%
减持
AMGN
AMGEN INC
-$3.2M
6,434
-66%
减持
IJT
ISHARES TR
-$3.2M
20,662
-61%
减持
MO
ALTRIA GROUP INC
-$3.2M
53,477
-58%
减持
COST
COSTCO WHSL CORP NEW
-$3.2M
9,393
-43%
清仓
PSL
INVESCO EXCHANGE TRADED FD T
-$3.1M
0
-100%
减持
WM
WASTE MGMT INC DEL
-$3.1M
24,018
-51%
减持
VTI
VANGUARD INDEX FDS
-$3.1M
23,272
-43%
减持
PSFF
PACER FDS TR
-$3.0M
76,295
-63%
减持
VO
VANGUARD INDEX FDS
-$3.0M
11,444
-58%
减持
F
FORD MTR CO DEL
-$3.0M
138,137
-64%
减持
IEF
ISHARES TR
-$3.0M
15,137
-69%
减持
DVY
ISHARES TR
-$3.0M
14,525
-67%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.0M
0
-100%
减持
PEP
PEPSICO INC
-$2.9M
21,745
-44%
减持
CRM
SALESFORCE INC
-$2.9M
11,555
-60%
减持
IJS
ISHARES TR
-$2.8M
21,382
-62%
减持
SLV
ISHARES SILVER TR
-$2.8M
69,785
-67%
减持
KO
COCA COLA CO
-$2.8M
47,509
-52%
减持
MCD
MCDONALDS CORP
-$2.8M
10,396
-53%
减持
TIP
ISHARES TR
-$2.7M
19,185
-58%
减持
XLF
SELECT SECTOR SPDR TR
-$2.7M
75,287
-55%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.7M
22,610
-66%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.7M
18,188
-60%
清仓
HDMV
FIRST TR EXCH TRADED FD III
-$2.7M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$2.7M
4,235
-71%
清仓
XSD
SPDR SER TR
-$2.6M
0
-100%
减持
SGOV
ISHARES TR
-$2.6M
15,473
-63%
清仓
CXM
SPRINKLR INC
-$2.6M
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.6M
32,378
-55%
减持
T
AT&T INC
-$2.6M
117,451
-61%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.6M
48,967
-58%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$2.6M
55,958
-49%
减持
MRK
MERCK & CO INC
-$2.6M
20,264
-56%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$2.5M
1,538
-87%
减持
IWF
ISHARES TR
-$2.5M
3,586
-73%
减持
XLP
SELECT SECTOR SPDR TR
-$2.5M
35,653
-51%
减持
IJK
ISHARES TR
-$2.5M
26,550
-58%
减持
DE
DEERE & CO
-$2.5M
5,534
-55%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
95,487
-56%
减持
BA
BOEING CO
-$2.4M
12,014
-58%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$2.4M
137,169
-44%
减持
USHY
ISHARES TR
-$2.4M
53,748
-57%
清仓
—
ISHARES TR
-$2.4M
0
-100%
减持
VRSN
VERISIGN INC
-$2.4M
1,835
-86%
减持
AVGO
BROADCOM INC
-$2.3M
1,528
-68%
减持
PFEB
INNOVATOR ETFS TR
-$2.3M
47,196
-63%
减持
CVS
CVS HEALTH CORP
-$2.3M
22,365
-61%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.3M
89,920
+172%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.3M
983
-84%
减持
HON
HONEYWELL INTL INC
-$2.2M
13,446
-51%
减持
CSCO
CISCO SYS INC
-$2.2M
24,365
-62%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.2M
17,598
-48%
减持
SPIB
SPDR SER TR
-$2.2M
47,838
-60%
减持
VB
VANGUARD INDEX FDS
-$2.2M
7,428
-63%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.2M
15,177
-55%
减持
FBND
FIDELITY MERRIMACK STR TR
-$2.2M
56,971
-48%
减持
IXC
ISHARES TR
-$2.2M
50,206
-50%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.2M
70,967
-60%
