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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 89
减持 35
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$9.6M
2,111,190
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$2.7M
28,247
+30%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
36,510
-1%
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
GLD
SPDR GOLD TR
+$1.6M
31,457
+14%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
37,292
+5%
减持
XIDE
FIRST TR EXCHNG TRADED FD VI
-$1.5M
84,684
-38%
增持
QMMY
FIRST TR EXCHNG TRADED FD VI
+$1.5M
140,875
+59%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.3M
0
-100%
建仓
XIJN
FIRST TR EXCHNG TRADED FD VI
+$1.0M
33,640
增持
AMZN
AMAZON COM INC
+$848.3K
27,350
+1%
增持
MSFT
MICROSOFT CORP
+$847.6K
5,870
+6%
减持
XOCT
FIRST TR EXCHNG TRADED FD VI
+$822.4K
519,199
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$806.8K
8,665
+44%
增持
XLY
SELECT SECTOR SPDR TR
+$746.1K
10,304
+36%
增持
GOCT
FIRST TR EXCHNG TRADED FD VI
+$737.9K
274,754
+1%
建仓
QCAP
FIRST TR EXCHNG TRADED FD VI
+$702.6K
30,856
增持
TIP
ISHARES TR
+$641.1K
111,102
+7%
增持
AAPL
APPLE INC
+$552.5K
10,097
+48%
增持
QQQ
INVESCO QQQ TR
+$510.9K
5,533
+2%
增持
IJS
ISHARES TR
+$428.2K
43,706
+9%
增持
VUG
VANGUARD INDEX FDS
+$399.9K
1,813
+70%
增持
PEP
PEPSICO INC
-$386.1K
21,763
+0%
增持
AGG
ISHARES TR
+$378.5K
13,964
+37%
减持
QCOC
FIRST TR EXCHNG TRADED FD VI
+$377.9K
267,914
-1%
增持
XLC
SELECT SECTOR SPDR TR
+$341.8K
7,345
+56%
增持
IEI
ISHARES TR
+$337.8K
39,281
+7%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$333.8K
188,848
-3%
建仓
D
DOMINION ENERGY INC
+$316.3K
5,597
建仓
AGZ
ISHARES TR
+$316.0K
2,881
增持
GDEC
FIRST TR EXCHNG TRADED FD VI
+$299.6K
16,684
+93%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$282.8K
124,565
-1%
建仓
XAPR
FIRST TR EXCHNG TRADED FD VI
+$280.8K
8,002
建仓
HNDL
STRATEGY SHS
+$280.0K
12,927
建仓
DMAY
FIRST TR EXCHNG TRADED FD VI
+$279.8K
6,536
增持
GOOGL
ALPHABET INC
+$278.0K
12,056
+1%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$276.2K
26,764
+12%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$268.9K
8,455
建仓
XMAY
FIRST TR EXCHNG TRADED FD VI
+$268.2K
8,051
增持
SHY
ISHARES TR
+$260.0K
68,841
+5%
建仓
DWX
SPDR INDEX SHS FDS
+$252.4K
5,988
清仓
XLE
SELECT SECTOR SPDR TR
-$244.0K
0
-100%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$243.5K
15,440
-1%
建仓
VTIP
VANGUARD MALVERN FDS
+$242.5K
4,823
建仓
JPM
JPMORGAN CHASE & CO.
+$238.3K
821
建仓
—
EATON CORP PLC
+$233.3K
653
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$230.1K
1,016
建仓
DIV
GLOBAL X FDS
+$229.4K
13,047
建仓
DSI
ISHARES TR
+$225.0K
1,937
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$221.9K
19,133
+14%
建仓
AIVL
WISDOMTREE TR
+$220.7K
1,951
建仓
IYW
ISHARES TR
+$217.3K
1,254
增持
QCJA
FIRST TR EXCHNG TRADED FD VI
+$216.4K
22,114
+77%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$216.1K
5,547
清仓
VTEB
VANGUARD MUN BD FDS
-$215.7K
0
-100%
建仓
DIS
DISNEY WALT CO
+$206.8K
1,667
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$201.0K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$196.8K
4,407
+27%
增持
XLV
SELECT SECTOR SPDR TR
+$189.8K
5,814
+43%
增持
DGRO
ISHARES TR
+$188.4K
18,804
+15%
增持
VGT
VANGUARD WORLD FD
+$186.1K
1,512
+0%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$184.6K
129,312
-6%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$167.5K
127,038
-2%
减持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$160.8K
909,844
-1%
增持
BND
VANGUARD BD INDEX FDS
+$152.8K
13,126
+18%
增持
ON
ON SEMICONDUCTOR CORP
+$152.4K
12,948
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$146.3K
1,306
+11%
增持
TSLA
TESLA INC
+$142.3K
1,985
+5%
增持
SPYV
SPDR SERIES TRUST
+$141.9K
18,340
+14%
增持
XLP
SELECT SECTOR SPDR TR
+$141.0K
8,500
+27%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$140.0K
14,390
+8%
增持
PSK
SPDR SERIES TRUST
+$137.3K
17,639
+35%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$132.2K
57,286
+6%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$127.8K
49,156
+31%
清仓
F
FORD MTR CO
-$127.4K
0
-100%
减持
WLK
WESTLAKE CORPORATION
-$125.2K
4,912
-1%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$124.5K
10,350
+34%
增持
XLB
SELECT SECTOR SPDR TR
+$110.8K
4,123
+41%
增持
META
META PLATFORMS INC
+$108.3K
598
+3%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$106.1K
26,387
+4%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$106.1K
171,634
+2%
增持
VB
VANGUARD INDEX FDS
+$98.4K
1,875
+20%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$97.4K
2,384
-3%
减持
QMAG
FIRST TR EXCHNG TRADED FD VI
+$96.6K
103,099
-5%
增持
VOO
VANGUARD INDEX FDS
+$95.2K
1,617
+1%
增持
MCK
MCKESSON CORP
+$93.5K
1,417
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$93.3K
11,113
+10%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$93.1K
24,284
+9%
增持
MUB
ISHARES TR
+$93.0K
3,277
+39%
增持
FLRT
PACER FDS TR
+$92.0K
10,431
+21%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$88.0K
58,004
+2%
增持
SPTM
SPDR SERIES TRUST
+$88.0K
12,712
+0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$87.2K
3,759
+4%
减持
IGV
ISHARES TR
+$86.4K
4,345
-1%
减持
IVV
ISHARES TR
+$85.7K
1,486
-0%
增持
CIVI
CIVITAS RESOURCES INC
-$83.2K
13,536
+4%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$78.7K
38,767
+9%
增持
GYLD
ARROW ETF TR
+$72.2K
17,494
+44%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$71.1K
107,667
+2%
减持
TECK
TECK RESOURCES LTD
+$70.1K
19,519
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$69.1K
18,129
-1%
增持
RTX
RTX CORPORATION
+$69.0K
3,345
+6%
增持
QMNV
FIRST TR EXCHNG TRADED FD VI
+$65.0K
32,958
+1%
增持
WTMF
WISDOMTREE TR
+$64.8K
14,551
+11%
减持
TLT
ISHARES TR
-$62.4K
3,071
-16%
增持
MGK
VANGUARD WORLD FD
+$62.4K
878
+5%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$62.2K
2,094
+10%
建仓
JSPR
JASPER THERAPEUTICS INC
+$58.3K
10,500
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$57.8K
4,734
+19%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$56.8K
20,150
+1%
减持
COP
CONOCOPHILLIPS
-$55.4K
3,481
-1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$54.2K
106,523
+1%
增持
GAPR
FIRST TR EXCHNG TRADED FD VI
+$51.9K
11,810
+11%
增持
VHT
VANGUARD WORLD FD
+$51.9K
3,084
+14%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$51.9K
7,032
+4%
增持
BAC
BANK AMERICA CORP
+$51.5K
8,292
+2%
减持
MLI
MUELLER INDS INC
+$47.9K
15,561
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$47.9K
3,975
+1%
增持
WMT
WALMART INC
+$47.4K
3,369
+5%
增持
LOW
LOWES COS INC
-$46.3K
4,153
+0%
减持
VIRC
VIRCO MFG CO
-$45.8K
30,237
-0%
增持
IJH
ISHARES TR
+$45.5K
4,541
+12%
减持
PG
PROCTER AND GAMBLE CO
-$44.7K
3,317
-1%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$41.9K
124,450
+2%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$39.4K
2,891
-2%
减持
JNJ
JOHNSON & JOHNSON
-$36.4K
1,589
-6%
减持
FALN
ISHARES TR
-$35.0K
9,675
-13%
增持
JAAA
JANUS DETROIT STR TR
+$34.8K
10,090
+7%
增持
—
EXXON MOBIL CORP
+$34.8K
2,962
+24%
减持
—
INTERNATIONAL SEAWAYS INC
+$34.3K
12,448
-2%
减持
PM
PHILIP MORRIS INTL INC
+$30.0K
1,309
-0%
增持
SU
SUNCOR ENERGY INC NEW
-$29.4K
25,105
+0%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$29.0K
21,532
-3%
减持
FSK
FS KKR CAP CORP
-$28.7K
34,750
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.9K
1,769
+6%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$26.4K
47,611
+2%
增持
DJUN
FIRST TR EXCHNG TRADED FD VI
+$25.6K
7,840
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$25.1K
15,280
+7%
增持
GJAN
FIRST TR EXCHNG TRADED FD VI
+$22.3K
8,867
+1%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$19.2K
20,066
+4%
增持
CVX
CHEVRON CORP NEW
-$17.3K
2,373
+11%
增持
ABBV
ABBVIE INC
+$17.1K
1,302
+21%
增持
CNQ
CANADIAN NAT RES LTD
+$17.0K
26,815
+0%
减持
SIXJ
AIM ETF PRODUCTS TRUST
+$16.3K
11,355
-2%
减持
SPYM
SPDR SERIES TRUST
-$15.6K
3,193
-15%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$14.5K
6,891
+6%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$14.4K
17,181
-0%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$13.5K
4,563
-1%
增持
VDE
VANGUARD WORLD FD
-$13.3K
2,433
+4%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$12.4K
3,387
-2%
减持
—
GARMIN LTD
-$11.0K
1,299
-0%
