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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
$295.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 41
减持 80
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
QMAG
FIRST TR EXCHNG TRADED FD VI
-$56.3M
110,119
-96%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$49.6M
1,857,060
+3016%
减持
GLD
SPDR GOLD TR
-$19.6M
24,706
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。
-77%
建仓
XOCT
FIRST TR EXCHNG TRADED FD VI
+$17.9M
521,948
建仓
BGLD
FIRST TR EXCHANGE-TRADED FD
+$16.2M
885,024
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$9.3M
265,329
减持
XJAN
FIRST TR EXCHNG TRADED FD VI
-$8.1M
10,462
-96%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$7.9M
7,415
-97%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$7.8M
20,832
-91%
建仓
QCOC
FIRST TR EXCHNG TRADED FD VI
+$5.4M
265,663
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$4.8M
122,865
减持
QMMY
FIRST TR EXCHNG TRADED FD VI
-$4.8M
91,030
-72%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$4.0M
7,828
-92%
减持
TIP
ISHARES TR
-$1.7M
94,905
-11%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$1.2M
142,179
-27%
清仓
XFEB
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$988.8K
28,561
+1%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
-$923.6K
6,235
-80%
增持
XLK
SELECT SECTOR SPDR TR
+$901.2K
14,217
+33%
减持
XJUL
FIRST TR EXCHNG TRADED FD VI
-$867.9K
5,893
-81%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$810.1K
0
-100%
建仓
QMNV
FIRST TR EXCHNG TRADED FD VI
+$656.7K
32,510
清仓
QCJL
FIRST TR EXCHNG TRADED FD VI
-$575.9K
0
-100%
减持
SHY
ISHARES TR
-$535.8K
58,983
-9%
减持
IEI
ISHARES TR
-$532.9K
32,042
-10%
增持
GOOGL
ALPHABET INC
+$513.5K
12,516
+12%
减持
PEP
PEPSICO INC
-$431.7K
21,687
-1%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$402.2K
0
-100%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$400.8K
199,766
-10%
减持
XIDE
FIRST TR EXCHNG TRADED FD VI
-$384.1K
155,481
-7%
减持
IJS
ISHARES TR
-$383.3K
36,777
-10%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$367.6K
0
-100%
清仓
FIW
FIRST TR EXCHANGE-TRADED FD
-$364.6K
0
-100%
清仓
QVMT
INVESCO EXCH TRADED FD TR II
-$355.4K
0
-100%
清仓
HNDL
STRATEGY SHS
-$351.2K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$331.3K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$329.8K
4,958
+27%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$327.6K
11,062
-44%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$321.5K
3,860
-49%
清仓
PPG
PPG INDS INC
-$312.7K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$305.1K
7,894
-34%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$301.2K
10,662
-44%
减持
VTI
VANGUARD INDEX FDS
-$295.2K
32,862
-5%
减持
NVDA
NVIDIA CORPORATION
+$292.9K
38,725
-4%
建仓
MGK
VANGUARD WORLD FD
+$286.4K
834
增持
AAPL
APPLE INC
+$276.9K
7,080
+10%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$269.4K
10,310
-28%
清仓
DIV
GLOBAL X FDS
-$263.0K
0
-100%
建仓
MUB
ISHARES TR
+$252.0K
2,365
减持
TECK
TECK RESOURCES LTD
-$251.5K
20,177
-1%
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$232.8K
0
-100%
减持
TSLA
TESLA INC
+$227.4K
1,844
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$227.2K
1,495
-24%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$218.1K
6,235
清仓
IRM
IRON MTN INC DEL
-$215.6K
0
-100%
建仓
DSI
ISHARES TR
+$213.6K
1,937
建仓
XNOV
FIRST TR EXCHNG TRADED FD VI
+$212.9K
6,259
清仓
VTIP
VANGUARD MALVERN FDS
-$211.3K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$209.8K
0
-100%
建仓
IUSB
ISHARES TR
+$206.9K
4,578
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$205.6K
0
-100%
增持
—
INTERNATIONAL SEAWAYS INC
-$191.1K
12,570
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$188.0K
105,928
+1%
减持
WLK
WESTLAKE CORPORATION
-$187.4K
4,993
-1%
减持
BND
VANGUARD BD INDEX FDS
-$162.0K
13,039
-11%
减持
WMT
WALMART INC
-$151.3K
3,357
-40%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$148.2K
130,935
-4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$146.4K
16,561
-6%
减持
PSK
SPDR SER TR
-$144.2K
13,729
-18%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$144.0K
28,449
-14%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$140.5K
121,104
+2%
减持
ON
ON SEMICONDUCTOR CORP
-$130.6K
12,988
-1%
增持
—
EXXON MOBIL CORP
+$126.6K
3,555
+63%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$125.6K
39,461
-18%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$123.1K
26,375
-1%
减持
QQQ
INVESCO QQQ TR
-$117.3K
5,374
-8%
减持
VIRC
VIRCO MFG CO
-$114.7K
30,259
-2%
增持
FSK
FS KKR CAP CORP
+$112.6K
37,461
+5%
减持
LOW
LOWES COS INC
-$112.5K
3,940
-2%
减持
V
VISA INC
+$111.5K
3,274
-3%
增持
XLC
SELECT SECTOR SPDR TR
+$108.8K
3,338
+41%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$108.3K
45,210
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$102.2K
4,787
+6%
减持
MCK
MCKESSON CORP
+$99.9K
1,408
-1%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$97.7K
166,463
+2%
增持
IVV
ISHARES TR
+$97.4K
1,625
+9%
增持
VOO
VANGUARD INDEX FDS
+$92.1K
1,557
+10%
增持
PG
PROCTER AND GAMBLE CO
+$83.0K
3,774
+19%
增持
VUG
VANGUARD INDEX FDS
+$80.5K
1,020
+16%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$80.1K
11,596
+25%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$78.4K
14,358
-1%
减持
CNQ
CANADIAN NAT RES LTD
-$76.6K
27,014
-1%
减持
MSFT
MICROSOFT CORP
-$76.2K
4,966
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$75.6K
29,655
-2%
增持
PFEB
INNOVATOR ETFS TRUST
+$71.8K
8,564
+27%
减持
SPYM
SPDR SER TR
-$71.1K
4,707
-20%
减持
DGRO
ISHARES TR
-$69.1K
16,419
-4%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$68.3K
25,068
+12%
增持
VHT
VANGUARD WORLD FD
-$67.7K
2,682
+1%
减持
CIVI
CIVITAS RESOURCES INC
-$64.0K
13,278
-0%
增持
XLI
SELECT SECTOR SPDR TR
+$64.0K
2,412
+29%
增持
AGG
ISHARES TR
+$63.8K
9,719
+12%
增持
SPTM
SPDR SER TR
+$63.2K
11,797
+6%
减持
FLRT
PACER FDS TR
-$62.6K
8,134
-14%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$62.1K
18,631
-5%
清仓
—
ARCADIUM LITHIUM PLC
-$60.6K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$60.5K
2,512
-3%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$60.1K
15,728
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$54.0K
10,316
-3%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$48.7K
54,253
-2%
减持
GYLD
ARROW ETF TR
-$47.2K
11,312
-18%
减持
IGV
ISHARES TR
+$43.1K
4,281
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$42.2K
16,501
+0%
减持
SU
SUNCOR ENERGY INC NEW
-$40.4K
25,553
-1%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$34.9K
3,499
-3%
减持
VGT
VANGUARD WORLD FD
+$34.6K
1,477
-2%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$33.6K
6,142
-15%
增持
VDE
VANGUARD WORLD FD
+$33.5K
2,074
+16%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$32.0K
27,256
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$31.7K
4,942
+15%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$31.6K
24,634
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$28.1K
3,977
-2%
减持
SPYV
SPDR SER TR
-$27.7K
15,562
-0%
减持
MLI
MUELLER INDS INC
+$27.5K
15,980
-5%
增持
IJH
ISHARES TR
+$26.1K
4,163
+11%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$24.1K
8,225
-5%
减持
CVX
CHEVRON CORP NEW
-$22.7K
2,121
-5%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$19.7K
3,115
-4%
减持
GTOQ
INVESCO ACTIVELY MANAGED EXC
-$19.6K
10,912
-7%
增持
META
META PLATFORMS INC
+$19.4K
561
+4%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
-$16.0K
25,783
+3%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
-$16.0K
104,768
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$14.9K
3,069
+16%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
-$13.5K
24,842
+6%
增持
QUAL
ISHARES TR
+$13.4K
1,371
+7%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$13.4K
2,992
-3%
增持
PCY
INVESCO EXCH TRADED FD TR II
-$13.1K
11,265
+2%
增持
RTX
RTX CORPORATION
-$12.6K
3,352
+1%
增持
WTMF
WISDOMTREE TR
+$12.5K
13,093
+5%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$12.2K
18,508
-3%
减持
F
FORD MTR CO
-$9.8K
12,698
-1%
减持
BAC
BANK AMERICA CORP
+$8.8K
8,391
-8%
增持
FALN
ISHARES TR
+$7.6K
11,233
+5%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$7.5K
6,193
-5%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
-$3.6K
8,294
+0%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$3.3K
3,972
+2%
减持
FTHI
FIRST TR EXCHANGE-TRADED FD
-$3.1K
56,867
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$3.1K
1,181
-2%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$2.6K
4,777
-3%
减持
—
EATON CORP PLC
-$2.4K
661
-1%
