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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 36
增持 74
减持 29
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$3.4M
262,041
+15%
增持
USPX
FRANKLIN TEMPLETON ETF TR
+$2.9M
323,278
+16%
建仓
TDVI
FIRST TR EXCHANGE-TRADED FD
+$2.3M
84,485
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
NVDA
NVIDIA CORPORATION
-$2.3M
24,323
-34%
增持
QCOC
FIRST TR EXCHNG TRADED FD VI
+$2.1M
351,975
+34%
增持
GOOGL
ALPHABET INC
+$2.1M
16,242
+33%
增持
XLK
SELECT SECTOR SPDR TR
+$1.7M
68,379
+136%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$1.6M
850,538
+10%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$1.6M
184,040
+13%
增持
IEFA
ISHARES TR
+$1.4M
54,360
+37%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.4M
3,894
-86%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$1.3M
232,226
-15%
减持
MSFT
MICROSOFT CORP
-$1.3M
3,708
-37%
增持
META
META PLATFORMS INC
+$1.2M
2,615
+297%
增持
TSLA
TESLA INC
+$1.2M
4,795
+129%
增持
GLD
SPDR GOLD TR
+$1.2M
21,091
+5%
增持
IEMG
ISHARES INC
+$1.2M
77,742
+26%
增持
SMA
SMARTSTOP SELF STORAG REIT I
+$1.1M
65,049
+163%
建仓
NFLX
NETFLIX INC
+$1.1M
11,709
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.1M
10,995
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
33,686
+78%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.1M
49,704
+78%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
-$1.0M
159,094
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
4,321
+311%
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$995.3K
31,419
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$984.8K
96,901
+61%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$975.9K
102,372
+68%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$946.9K
7,506
+462%
减持
XOCT
FIRST TR EXCHNG TRADED FD VI
-$921.1K
466,976
-7%
增持
PGRO
PUTNAM ETF TRUST
+$919.5K
78,518
+35%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$864.7K
0
-100%
清仓
TECK
TECK RESOURCES LTD
-$843.0K
0
-100%
减持
SU
SUNCOR ENERGY INC NEW
-$778.0K
5,996
-76%
减持
LOW
LOWES COS INC
-$720.0K
1,354
-67%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$714.0K
81,652
+54%
减持
V
VISA INC
-$695.8K
1,019
-67%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$644.7K
22,883
+148%
减持
CNQ
CANADIAN NAT RES LTD
-$634.1K
6,452
-76%
清仓
ON
ON SEMICONDUCTOR CORP
-$619.1K
0
-100%
清仓
—
INTERNATIONAL SEAWAYS INC
-$568.7K
0
-100%
增持
FLGV
FRANKLIN TEMPLETON ETF TR
+$557.4K
291,898
+11%
增持
XLY
SELECT SECTOR SPDR TR
+$550.1K
29,469
+138%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$545.5K
26,416
+43%
增持
XLV
SELECT SECTOR SPDR TR
+$507.4K
12,951
+20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$502.8K
3,670
+248%
增持
QVMT
INVESCO EXCH TRADED FD TR II
+$498.2K
12,383
+225%
增持
SCHA
SCHWAB STRATEGIC TR
+$491.4K
62,199
+36%
建仓
GDX
VANECK ETF TRUST
+$491.2K
5,727
增持
MUB
ISHARES TR
+$487.0K
17,569
+34%
建仓
QUAL
ISHARES TR
+$485.5K
2,445
增持
VOO
VANGUARD INDEX FDS
+$484.0K
2,815
+34%
建仓
BALL
BALL CORP
+$482.9K
9,116
建仓
IVW
ISHARES TR
+$469.6K
3,810
增持
XLC
SELECT SECTOR SPDR TR
+$449.2K
17,123
+29%
建仓
VTV
VANGUARD INDEX FDS
+$448.2K
2,347
增持
XIJN
FIRST TR EXCHNG TRADED FD VI
+$435.2K
68,404
+26%
清仓
CIVI
CIVITAS RESOURCES INC
-$434.7K
0
-100%
增持
XNOV
FIRST TR EXCHNG TRADED FD VI
+$423.4K
17,026
+182%
建仓
EFV
ISHARES TR
+$413.3K
5,788
建仓
QTUM
ETF SER SOLUTIONS
+$408.0K
3,721
建仓
DYNF
BLACKROCK ETF TRUST
+$401.3K
6,600
增持
IVV
ISHARES TR
+$397.4K
1,761
+46%
减持
XIDE
FIRST TR EXCHNG TRADED FD VI
-$391.8K
70,368
-15%
建仓
VTEI
VANGUARD MUN BD FDS
+$381.2K
3,781
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$375.5K
116,370
+5%
清仓
WLK
WESTLAKE CORPORATION
-$373.4K
0
-100%
建仓
PSIX
POWER SOLUTIONS INTL INC
+$352.2K
6,163
增持
XLI
SELECT SECTOR SPDR TR
+$351.1K
10,593
+26%
建仓
IVE
ISHARES TR
+$345.5K
1,629
清仓
PFEB
INNOVATOR ETFS TRUST
-$339.9K
0
-100%
建仓
TLN
TALEN ENERGY CORP
+$332.1K
886
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$312.2K
6,745
建仓
OEF
ISHARES TR
+$296.3K
864
建仓
GOOG
ALPHABET INC
+$273.4K
871
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$261.1K
5,814
建仓
SMH
VANECK ETF TRUST
+$260.7K
724
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$257.4K
14,630
-15%
增持
FLHY
FRANKLIN TEMPLETON ETF TR
+$256.7K
39,608
+37%
增持
XLP
SELECT SECTOR SPDR TR
+$247.4K
17,035
+24%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$246.7K
4,223
+86%
建仓
SCHF
SCHWAB STRATEGIC TR
+$246.7K
10,261
建仓
BSV
VANGUARD BD INDEX FDS
+$245.3K
3,112
清仓
DWX
SPDR INDEX SHS FDS
-$244.7K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$244.6K
4,389
-42%
增持
WMT
WALMART INC
+$244.0K
5,304
+58%
建仓
XLF
SELECT SECTOR SPDR TR
+$236.7K
4,322
建仓
ORCL
ORACLE CORP
+$230.9K
1,185
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$230.2K
32,432
+12%
清仓
VIRC
VIRCO MFG CO
-$229.7K
0
-100%
建仓
SPYG
SPDR SERIES TRUST
+$229.6K
2,152
增持
FLCO
FRANKLIN TEMPLETON ETF TR
+$228.5K
116,821
+11%
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$227.8K
5,138
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$227.2K
1,100
清仓
—
EATON CORP PLC
-$225.9K
0
-100%
建仓
KO
COCA COLA CO
+$221.3K
3,166
建仓
SCHG
SCHWAB STRATEGIC TR
+$219.3K
6,723
增持
IYG
ISHARES TR
+$218.8K
9,776
+28%
增持
SPYV
SPDR SERIES TRUST
+$216.5K
23,551
+16%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$215.7K
2,234
-44%
清仓
AIVL
WISDOMTREE TR
-$214.0K
0
-100%
建仓
CSM
PROSHARES TR
+$212.1K
2,662
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$210.5K
4,356
建仓
AMD
ADVANCED MICRO DEVICES INC
+$209.0K
976
建仓
INTC
INTEL CORP
+$207.7K
5,629
建仓
IUSB
ISHARES TR
+$204.4K
4,392
建仓
CSCO
CISCO SYS INC
+$202.4K
2,627
增持
MCK
MCKESSON CORP
+$192.0K
1,577
+11%
增持
DIEM
FRANKLIN TEMPLETON ETF TR
+$185.1K
18,443
+36%
增持
IEI
ISHARES TR
+$181.4K
21,194
+8%
增持
SHY
ISHARES TR
+$180.4K
30,321
+8%
增持
VTI
VANGUARD INDEX FDS
+$179.7K
12,638
+2%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$176.7K
5,846
-48%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$175.2K
16,522
+26%
增持
IJS
ISHARES TR
+$166.9K
16,068
+7%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$162.2K
7,959
+68%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$162.1K
8,889
+5%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$161.5K
32,400
+12%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$160.3K
22,819
+10%
增持
QQQ
INVESCO QQQ TR
+$158.3K
4,778
+3%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$155.1K
5,351
-30%
增持
XLE
SELECT SECTOR SPDR TR
+$153.3K
18,703
+145%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$144.2K
122,211
+0%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$143.5K
508,569
-5%
减持
XFEB
FIRST TR EXCHNG TRADED FD VI
-$136.6K
6,045
-40%
增持
XSEP
FIRST TR EXCHNG TRADED FD VI
+$135.5K
14,271
+26%
减持
QCJA
FIRST TR EXCHNG TRADED FD VI
-$134.5K
31,264
-19%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$132.7K
29,196
+11%
增持
VUG
VANGUARD INDEX FDS
+$125.9K
1,998
+13%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$123.6K
8,791
-27%
增持
LVHD
LEGG MASON ETF INVT
+$118.2K
162,722
+6%
减持
BALT
INNOVATOR ETFS TRUST
-$114.8K
21,837
-15%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$113.8K
127,942
-5%
减持
QMMY
FIRST TR EXCHNG TRADED FD VI
-$112.6K
108,188
-6%
减持
AAPL
APPLE INC
+$111.4K
10,573
-3%
增持
XLB
SELECT SECTOR SPDR TR
+$110.4K
11,403
+151%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$108.8K
106,260
-2%
增持
TIP
ISHARES TR
+$106.5K
35,048
+4%
减持
EALT
INNOVATOR ETFS TRUST
-$97.8K
15,741
-17%
增持
QMAG
FIRST TR EXCHNG TRADED FD VI
+$93.3K
81,261
+3%
增持
VGT
VANGUARD WORLD FD
+$91.3K
1,591
+7%
增持
XLU
SELECT SECTOR SPDR TR
+$86.2K
9,910
+157%
增持
XLRE
SELECT SECTOR SPDR TR
+$83.2K
10,093
+31%
减持
PSK
SPDR SERIES TRUST
-$80.7K
12,013
-14%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$79.1K
106,160
-3%
增持
QMNV
FIRST TR EXCHNG TRADED FD VI
+$70.1K
42,833
+3%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$69.5K
44,035
+7%
增持
AVGO
BROADCOM INC
+$67.9K
872
+23%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$64.2K
37,679
-5%
增持
QCJL
FIRST TR EXCHNG TRADED FD VI
+$63.7K
22,608
+11%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$63.6K
173,904
-2%
