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Sequent Planning LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sequent Planning LLC

报告期 2026-03-31 · CIK 0002009724

持仓数

242

前50大市值合计

$295.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AGG ISHARES TR

CORE US AGGBD ET

$29.0M

291,946

9.8%

USPX FRANKLIN TEMPLETON ETF TR

US EQUITY INDEX

$21.3M

373,851

7.2%

FLCB FRANKLIN TEMPLETON ETF TR

US CORE BOND ETF

$20.1M

935,273

6.8%

XOCT FIRST TR EXCHNG TRADED FD VI

FT VEST U.S

$16.9M

454,609

5.7%

QDEC FIRST TR EXCHNG TRADED FD VI

FT VEST NAS

$15.3M

485,639

5.2%

FLQL FRANKLIN TEMPLETON ETF TR

US LRG CP MLTFCT

$13.9M

205,420

4.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$10.0M

74,999

3.4%

GOCT FIRST TR EXCHNG TRADED FD VI

FT VEST U.S EQT

$8.8M

226,717

3.0%

GLD SPDR GOLD TR

GOLD SHS

$8.2M

19,062

2.8%

QCOC FIRST TR EXCHNG TRADED FD VI

FT VEST NASD 100

$7.7M

350,515

2.6%

LVHD LEGG MASON ETF INVT

FRANKLIN US LOW

$7.2M

170,030

2.4%

FLGV FRANKLIN TEMPLETON ETF TR

US TREASURY BOND

$6.6M

321,888

2.2%

IEMG ISHARES INC

CORE MSCI EMKT

$6.2M

88,552

2.1%

IEFA ISHARES TR

CORE MSCI EAFE

$6.0M

66,342

2.0%

AMZN AMAZON COM INC

COM

$5.4M

26,118

1.8%

XDEC FIRST TR EXCHNG TRADED FD VI

FT VEST U.S

$5.1M

126,364

1.7%

DOCT FIRST TR EXCHNG TRADED FD VI

FT VEST UQ EQT

$5.1M

116,972

1.7%

DIVI FRANKLIN TEMPLETON ETF TR

INTL COR DIV TIL

$4.8M

119,799

1.6%

QMAR FIRST TR EXCHNG TRADED FD VI

FT VEST NAS

$4.7M

140,692

1.6%

GOOGL ALPHABET INC

CAP STK CL A

$4.7M

16,434

1.6%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$4.5M

103,951

1.5%

NVDA NVIDIA CORPORATION

COM

$4.3M

24,813

1.5%

PGRO PUTNAM ETF TRUST

FOCSD LARCP GWT

$4.1M

101,539

1.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.9M

12,070

1.3%

TIP ISHARES TR

TIPS BD ETF

$3.8M

34,013

1.3%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$3.6M

33,490

1.2%

FIIG FIRST TR EXCHANGE-TRADED FD

INTERMEDIATE DUR

$3.6M

175,186

1.2%

QJUN FIRST TR EXCHNG TRADED FD VI

FT VEST NAS

$3.6M

114,440

1.2%

PEP PEPSICO INC

COM

$3.4M

21,984

1.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.2M

5,281

1.1%

FLMI FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN

$2.9M

117,826

1.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.8M

4,847

0.9%

FLCO FRANKLIN TEMPLETON ETF TR

INVT GRADE CORPT

$2.8M

129,939

0.9%

LGOV FIRST TR EXCHANGE-TRADED FD

LNG DUR OPRTUN

$2.7M

123,380

0.9%

AAPL APPLE INC

COM

$2.6M

10,316

0.9%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$2.6M

102,446

0.9%

IEI ISHARES TR

3 7 YR TREAS BD

$2.6M

21,996

0.9%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$2.6M

40,580

0.9%

SHY ISHARES TR

1 3 YR TREAS BD

$2.6M

31,070

0.9%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$2.6M

52,423

0.9%

QMMY FIRST TR EXCHNG TRADED FD VI

VEST NASDAQ 100

$2.5M

102,387

0.9%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$2.5M

102,503

0.9%

BGLD FIRST TR EXCHANGE-TRADED FD

VEST GOLD STRTGY

$2.5M

146,781

0.9%

FTHI FIRST TR EXCHANGE TRADED FD

BUYWRIT INCM ETF

$2.5M

108,578

0.8%

MUB ISHARES TR

NATIONAL MUN ETF

$2.4M

22,958

0.8%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.4M

35,252

0.8%

TDVI FIRST TR EXCHANGE-TRADED FD

FT VEST TEC

$2.4M

90,157

0.8%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$2.3M

77,893

0.8%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$2.2M

9,246

0.7%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$2.2M

19,676

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

AGG9.8%USPX7.2%FLCB6.8%XOCT5.7%QDEC5.2%FLQL4.7%