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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 43
增持 61
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$45.3M
536,296
-75%
增持
AGG
ISHARES TR
+$21.4M
227,579
+1530%
建仓
FLCB
FRANKLIN TEMPLETON ETF TR
+$16.8M
772,294
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。
建仓
USPX
FRANKLIN TEMPLETON ETF TR
+$16.4M
279,789
减持
BGLD
FIRST TR EXCHANGE-TRADED FD
-$15.8M
158,116
-83%
建仓
FLQL
FRANKLIN TEMPLETON ETF TR
+$11.2M
163,426
减持
TIP
ISHARES TR
-$8.5M
33,678
-70%
减持
VTI
VANGUARD INDEX FDS
-$7.3M
12,363
-67%
建仓
LVHD
LEGG MASON ETF INVT
+$6.4M
154,123
建仓
FLGV
FRANKLIN TEMPLETON ETF TR
+$5.4M
263,194
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$4.2M
111,234
建仓
IEMG
ISHARES INC
+$4.1M
61,731
建仓
IEFA
ISHARES TR
+$3.5M
39,708
减持
SHY
ISHARES TR
-$3.4M
28,095
-59%
减持
IJS
ISHARES TR
-$2.7M
15,014
-66%
建仓
PGRO
PUTNAM ETF TRUST
+$2.6M
58,176
减持
GLD
SPDR GOLD TR
-$2.4M
20,107
-36%
减持
IEI
ISHARES TR
-$2.3M
19,647
-50%
建仓
FLCO
FRANKLIN TEMPLETON ETF TR
+$2.3M
105,152
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.6M
27,502
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$1.3M
53,155
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.3M
45,878
建仓
BIL
SPDR SERIES TRUST
+$1.2M
12,978
增持
NVDA
NVIDIA CORPORATION
+$1.1M
36,808
+1%
增持
MUB
ISHARES TR
+$1.1M
13,098
+300%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$1.0M
149,611
-21%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
29,022
+3%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$889.2K
24,741
增持
GOOGL
ALPHABET INC
+$849.0K
12,233
+1%
建仓
BALT
INNOVATOR ETFS TRUST
+$846.5K
25,793
增持
XLC
SELECT SECTOR SPDR TR
+$769.3K
13,234
+80%
增持
XLY
SELECT SECTOR SPDR TR
+$729.5K
12,389
+20%
增持
XLV
SELECT SECTOR SPDR TR
+$713.6K
10,759
+85%
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$710.3K
28,958
增持
AAPL
APPLE INC
+$691.2K
10,851
+7%
建仓
IYG
ISHARES TR
+$683.1K
7,620
建仓
XLE
SELECT SECTOR SPDR TR
+$682.9K
7,644
建仓
EALT
INNOVATOR ETFS TRUST
+$653.3K
18,908
增持
XIJN
FIRST TR EXCHNG TRADED FD VI
+$647.5K
54,218
+61%
增持
XLI
SELECT SECTOR SPDR TR
+$641.8K
8,378
+90%
减持
QMMY
FIRST TR EXCHNG TRADED FD VI
-$487.8K
115,203
-18%
建仓
QCJL
FIRST TR EXCHNG TRADED FD VI
+$472.8K
20,305
减持
QMAG
FIRST TR EXCHNG TRADED FD VI
-$462.4K
78,804
-24%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$438.8K
9,229
建仓
DIEM
FRANKLIN TEMPLETON ETF TR
+$434.7K
13,530
增持
XLP
SELECT SECTOR SPDR TR
+$387.5K
13,728
+62%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
+$382.9K
272,143
-1%
增持
XMAY
FIRST TR EXCHNG TRADED FD VI
+$369.9K
18,639
+132%
增持
XJUL
FIRST TR EXCHNG TRADED FD VI
+$368.5K
15,166
+164%
增持
QCJA
FIRST TR EXCHNG TRADED FD VI
+$367.6K
38,442
+74%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$363.6K
134,599
+4%
增持
VOO
VANGUARD INDEX FDS
+$362.8K
2,093
+29%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$346.2K
8,536
建仓
MCD
MCDONALDS CORP
+$340.4K
1,120
建仓
XLU
SELECT SECTOR SPDR TR
+$336.8K
3,862
建仓
XLRE
SELECT SECTOR SPDR TR
+$324.0K
7,691
减持
MLI
MUELLER INDS INC
+$320.0K
15,396
-1%
建仓
PJUL
INNOVATOR ETFS TRUST
+$310.6K
6,812
建仓
PJAN
INNOVATOR ETFS TRUST
+$310.2K
6,774
建仓
POCT
INNOVATOR ETFS TRUST
+$309.8K
7,187
建仓
PAPR
INNOVATOR ETFS TRUST
+$308.9K
8,052
增持
TSLA
TESLA INC
+$300.2K
2,093
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$284.4K
18,437
+28%
减持
QQQ
INVESCO QQQ TR
-$275.4K
4,625
-16%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$274.0K
2,271
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$256.2K
5,486
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$239.7K
4,749
清仓
PM
PHILIP MORRIS INTL INC
-$238.4K
0
-100%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$236.0K
1,756
建仓
AVGO
BROADCOM INC
+$233.7K
708
增持
QMNV
FIRST TR EXCHNG TRADED FD VI
+$226.0K
41,761
+27%
清仓
QUAL
ISHARES TR
-$223.5K
0
-100%
建仓
XAUG
FIRST TR EXCHNG TRADED FD VI
+$221.5K
6,029
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$218.6K
2,900
清仓
IYW
ISHARES TR
-$217.3K
0
-100%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$216.6K
10,046
建仓
QVMT
INVESCO EXCH TRADED FD TR II
+$208.8K
3,806
清仓
DIS
DISNEY WALT CO
-$206.8K
0
-100%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$205.9K
29,079
+9%
减持
FSK
FS KKR CAP CORP
-$205.1K
34,561
-1%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$201.7K
1,335
建仓
SPTI
SPDR SERIES TRUST
+$201.3K
6,966
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$200.2K
1,055
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$195.6K
20,731
+8%
减持
PEP
PEPSICO INC
+$180.9K
21,750
-0%
减持
IGV
ISHARES TR
-$163.9K
2,712
-38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$163.3K
13,160
+18%
增持
SPYV
SPDR SERIES TRUST
+$161.5K
20,268
+11%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$152.9K
121,949
-2%
增持
SPTM
SPDR SERIES TRUST
+$151.6K
13,684
+8%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$149.4K
176,652
+3%
增持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$145.7K
9,600
+47%
增持
GJAN
FIRST TR EXCHNG TRADED FD VI
+$145.3K
11,993
+35%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$143.0K
108,471
+2%
增持
MSFT
MICROSOFT CORP
+$142.7K
5,914
+1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$142.4K
60,268
+5%
减持
BND
VANGUARD BD INDEX FDS
-$137.7K
11,145
-15%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$135.8K
18,931
+4%
减持
FLRT
PACER FDS TR
-$133.8K
7,654
-27%
减持
QCAP
FIRST TR EXCHNG TRADED FD VI
-$125.1K
24,779
-20%
增持
LOW
LOWES COS INC
+$125.0K
4,165
+0%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$121.9K
15,359
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$118.2K
8,441
-3%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$116.7K
60,823
+5%
减持
—
INTERNATIONAL SEAWAYS INC
+$114.6K
12,342
-1%
减持
IVV
ISHARES TR
-$114.5K
1,208
-19%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$113.1K
127,764
+3%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$113.0K
26,346
+8%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$112.8K
39,811
-19%
增持
GMAY
FIRST TR EXCHNG TRADED FD VI
+$110.9K
12,753
+23%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$110.7K
2,690
+13%
减持
VGT
VANGUARD WORLD FD
+$105.1K
1,484
-2%
减持
SU
SUNCOR ENERGY INC NEW
+$103.8K
24,971
-1%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$102.1K
22,030
+9%
减持
PSK
SPDR SERIES TRUST
-$98.8K
13,953
-21%
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$98.6K
23,358
+8%
增持
WTMF
WISDOMTREE TR
+$89.7K
15,928
+9%
减持
QCOC
FIRST TR EXCHNG TRADED FD VI
+$87.6K
262,320
-2%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$78.7K
41,198
+6%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$77.3K
3,312
-2%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$73.2K
29,034
+10%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$71.3K
109,224
+1%
减持
RTX
RTX CORPORATION
+$65.3K
3,310
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$63.7K
1,052
+4%
增持
MCK
MCKESSON CORP
+$63.3K
1,426
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$63.2K
1,835
+4%
减持
CIVI
CIVITAS RESOURCES INC
+$62.2K
13,375
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$61.8K
1,304
-0%
增持
ABBV
ABBVIE INC
+$61.7K
1,311
+1%
增持
MGK
VANGUARD WORLD FD
+$61.3K
952
+8%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$60.2K
30,648
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$59.5K
3,984
+6%
减持
ON
ON SEMICONDUCTOR CORP
-$59.5K
12,556
-3%
增持
JNJ
JOHNSON & JOHNSON
+$56.9K
1,616
+2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$56.2K
7,595
+10%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$55.5K
7,595
+8%
减持
XIDE
FIRST TR EXCHNG TRADED FD VI
-$55.0K
82,753
-2%
减持
V
VISA INC
-$54.9K
3,086
-1%
减持
TECK
TECK RESOURCES LTD
+$54.8K
19,206
-2%
减持
VUG
VANGUARD INDEX FDS
+$53.7K
1,769
-2%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$51.7K
50,081
+5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$50.8K
27,954
+3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$49.3K
17,203
+0%
减持
—
GARMIN LTD
+$47.2K
1,293
-0%
增持
XLB
SELECT SECTOR SPDR TR
+$44.6K
4,538
+10%
增持
JAAA
JANUS DETROIT STR TR
+$44.4K
10,959
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$44.0K
3,974
-0%
减持
DGRO
ISHARES TR
+$43.8K
18,303
-3%
增持
META
META PLATFORMS INC
+$41.9K
658
+10%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$41.8K
2,268
+8%
