小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 64
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
IGLB
ISHARES TR
+$19.3M
360,181
增持
IVV
ISHARES TR
+$12.1M
334,058
+1%
减持
AAPL
APPLE INC
+$10.7M
709,439
-3%
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
QQQ
INVESCO QQQ TR
-$6.9M
260,031
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.5M
62,284
+14%
减持
USIG
ISHARES TR
-$5.6M
117,152
-50%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.0M
211,843
+25%
清仓
PAMC
PACER FDS TR
-$4.9M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$4.7M
97,634
+4%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$4.7M
425,053
-22%
减持
MSFT
MICROSOFT CORP
-$4.6M
159,061
-3%
减持
AMZN
AMAZON COM INC
-$4.5M
358,094
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$4.3M
10,678
-44%
减持
NVDA
NVIDIA CORPORATION
-$4.3M
677,980
-4%
减持
ICSH
ISHARES TR
-$4.0M
79,934
-50%
减持
IVW
ISHARES TR
-$3.8M
506,713
-10%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$3.5M
169,289
+182%
增持
IJR
ISHARES TR
+$3.4M
199,110
+7%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.4M
418,913
+33%
清仓
APH
AMPHENOL CORP NEW
-$3.3M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$3.2M
72,969
-31%
减持
IGIB
ISHARES TR
-$3.2M
252,079
-23%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.0M
75,487
-44%
增持
BIV
VANGUARD BD INDEX FDS
+$3.0M
153,493
+27%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.9M
2,022
-82%
减持
FLOT
ISHARES TR
-$2.9M
297,568
-16%
减持
DGRO
ISHARES TR
-$2.8M
649,549
-14%
建仓
PVAL
PUTNAM ETF TRUST
+$2.8M
72,979
增持
AGG
ISHARES TR
+$2.7M
186,244
+12%
减持
ABBV
ABBVIE INC
+$2.7M
109,462
-1%
增持
IMCG
ISHARES TR
+$2.6M
118,654
+33%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.5M
87,771
-30%
增持
GOOG
ALPHABET INC
-$2.5M
156,739
+0%
增持
PH
PARKER-HANNIFIN CORP
+$2.5M
4,646
+385%
减持
IJH
ISHARES TR
-$2.4M
371,391
-15%
减持
MU
MICRON TECHNOLOGY INC
-$2.4M
21,004
-40%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$2.4M
14,763
-84%
减持
SPY
SPDR S&P 500 ETF TR
+$2.4M
109,560
-26%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.4M
121,572
-25%
减持
IXUS
ISHARES TR
-$2.4M
7,930
-82%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
296,603
+1%
清仓
ALAB
ASTERA LABS INC
-$2.3M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.3M
178,752
+31%
增持
XLI
SELECT SECTOR SPDR TR
+$2.2M
44,857
+41%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$2.2M
45,014
增持
ARM
ARM HOLDINGS PLC
+$2.1M
17,001
+879%
增持
IVE
ISHARES TR
+$2.1M
112,822
+2%
增持
NOW
SERVICENOW INC
+$2.1M
4,703
+72%
增持
ABT
ABBOTT LABS
+$2.0M
72,833
+21%
建仓
TDVG
T ROWE PRICE ETF INC
+$2.0M
47,852
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.9M
5,216
减持
TSLA
TESLA INC
+$1.9M
40,732
-8%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$1.9M
71,905
减持
GOOGL
ALPHABET INC
-$1.9M
81,362
-3%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$1.8M
17,927
+353%
增持
SPIB
SPDR SER TR
+$1.8M
178,654
+38%
减持
GDXJ
VANECK ETF TRUST
-$1.8M
15,555
-74%
减持
LQD
ISHARES TR
-$1.8M
317,065
-10%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.8M
7,693
-83%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.8M
207,673
+53%
减持
GLD
SPDR GOLD TR
+$1.8M
73,503
-2%
增持
NEE
NEXTERA ENERGY INC
+$1.7M
120,005
+1%
减持
SPSB
SPDR SER TR
-$1.7M
61,076
-49%
减持
HD
HOME DEPOT INC
+$1.7M
32,222
-2%
清仓
CGCP
CAPITAL GRP FIXED INCM ETF T
-$1.7M
0
-100%
减持
—
ARISTA NETWORKS INC
-$1.7M
8,338
-40%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
34,131
-0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.6M
292,423
-21%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.6M
424,764
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
86,852
+2%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$1.5M
18,920
减持
QQQE
DIREXION SHS ETF TR
-$1.5M
6,189
-74%
减持
IWM
ISHARES TR
-$1.5M
43,618
-21%
减持
TECB
ISHARES TR
-$1.5M
20,808
-59%
增持
USMV
ISHARES TR
+$1.5M
161,741
+2%
增持
MCD
MCDONALDS CORP
+$1.4M
22,435
+6%
清仓
HUBS
HUBSPOT INC
-$1.4M
0
-100%
增持
BLV
VANGUARD BD INDEX FDS
+$1.4M
34,552
+103%
建仓
—
ON HLDG AG
+$1.4M
27,871
增持
VRT
VERTIV HOLDINGS CO
+$1.4M
18,681
+238%
减持
WMT
WALMART INC
+$1.4M
129,776
-3%
减持
META
META PLATFORMS INC
+$1.4M
30,947
-5%
增持
BALT
INNOVATOR ETFS TRUST
+$1.4M
146,755
+39%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
124,693
+13%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.3M
6,636
-31%
增持
IAU
ISHARES GOLD TR
+$1.3M
140,730
+9%
建仓
TEM
TEMPUS AI INC
+$1.3M
23,369
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.3M
162,845
+16%
减持
CAT
CATERPILLAR INC
+$1.3M
24,845
-2%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.3M
21,541
-67%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.3M
54,314
-43%
增持
HDV
ISHARES TR
+$1.2M
58,371
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
15,072
+1%
增持
IUSV
ISHARES TR
+$1.2M
118,111
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
10,014
+1%
减持
LVHI
LEGG MASON ETF INVT
-$1.2M
59,500
-42%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$1.2M
18,142
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
192,313
+4%
建仓
MAXJ
ISHARES TR
+$1.1M
43,737
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$1.1M
5,510
-81%
减持
XLU
SELECT SECTOR SPDR TR
+$1.1M
92,584
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.1M
149,550
+7%
增持
ORCL
ORACLE CORP
+$1.1M
32,351
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
62,193
+1%
减持
FENY
FIDELITY COVINGTON TRUST
-$1.1M
29,332
-58%
减持
MOAT
VANECK ETF TRUST
+$1.0M
198,608
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$1.0M
50,759
-8%
增持
AVGO
BROADCOM INC
+$998.8K
60,259
+930%
增持
COST
COSTCO WHSL CORP NEW
+$989.6K
17,235
+3%
增持
VTV
VANGUARD INDEX FDS
+$981.3K
68,113
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$979.6K
56,306
+21%
增持
SPSM
SPDR SER TR
+$972.0K
28,327
+271%
减持
INTC
INTEL CORP
-$970.8K
51,963
-27%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$970.3K
67,373
+11%
建仓
IAT
ISHARES TR
+$964.8K
20,293
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$958.7K
129,787
-17%
建仓
VKTX
VIKING THERAPEUTICS INC
+$957.2K
15,119
减持
DTE
DTE ENERGY CO
+$952.8K
55,374
-0%
增持
SHY
ISHARES TR
+$943.7K
218,309
+4%
增持
—
SUPER MICRO COMPUTER INC
-$942.4K
3,950
+25%
减持
PJAN
INNOVATOR ETFS TRUST
-$942.0K
28,839
-46%
增持
JAAA
JANUS DETROIT STR TR
+$935.7K
38,981
+89%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$919.5K
43,030
增持
QUAL
ISHARES TR
+$916.3K
70,454
+3%
增持
IEFA
ISHARES TR
+$915.0K
135,172
+2%
增持
USHY
ISHARES TR
+$894.4K
159,758
+13%
增持
PSFF
PACER FDS TR
+$880.1K
153,826
+21%
增持
FPE
FIRST TR EXCH TRADED FD III
+$870.5K
360,186
+11%
减持
SMH
VANECK ETF TRUST
-$865.5K
24,857
-7%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$857.7K
49,947
-19%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$857.6K
2,615
-78%
减持
—
SFL CORPORATION LTD
-$845.8K
20,761
-73%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$835.9K
13,084
-26%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$827.0K
12,819
-39%
减持
BA
BOEING CO
-$814.1K
15,300
-49%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$810.4K
13,732
+97%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$796.8K
127,419
+45%
减持
SNPS
SYNOPSYS INC
-$783.0K
649
-65%
增持
KHC
KRAFT HEINZ CO
+$768.8K
66,526
+37%
增持
XLF
SELECT SECTOR SPDR TR
+$761.0K
169,071
+1%
建仓
PPC
PILGRIMS PRIDE CORP
+$757.0K
16,438
减持
COWZ
PACER FDS TR
-$752.7K
584,321
-8%
增持
GE
GE AEROSPACE
+$738.8K
17,965
+8%
增持
TLH
ISHARES TR
+$729.5K
14,653
+72%
增持
GILD
GILEAD SCIENCES INC
+$726.7K
44,594
+2%
减持
LOW
LOWES COS INC
+$706.6K
17,725
-5%
增持
VNQ
VANGUARD INDEX FDS
+$705.0K
41,757
+4%
增持
PKST
PEAKSTONE REALTY TRUST
+$702.4K
140,553
+23%
建仓
BUYW
NORTHERN LTS FD TR IV
+$694.5K
49,822
减持
XCEM
COLUMBIA ETF TR II
-$691.7K
22,076
-50%