Sigma Planning Corp 13F 持仓 · 2026年Q2
Sigma Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,394 只证券，申报市值合计 39.73 亿美元。前几大持仓：IVV（5.33%）、AAPL（4.22%）、NVDA（2.79%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $211.8M | 5.33% | 282,773 | 减持 |
| 2 | AAPL | APPLE INC | $167.8M | 4.22% | 579,763 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $111.0M | 2.79% | 580,164 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $85.2M | 2.15% | 115,727 | 增持 |
| 5 | AMZN | AMAZON COM INC | $71.1M | 1.79% | 298,285 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $60.4M | 1.52% | 139,285 | 增持 |
| 7 | IVW | ISHARES TR | $58.8M | 1.48% | 427,683 | 减持 |
| 8 | DGRO | ISHARES TR | $54.7M | 1.38% | 721,444 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $50.1M | 1.26% | 134,286 | 减持 |
| 10 | VOO | VANGUARD INDEX FDS | $49.2M | 1.24% | 71,642 | 减持 |
| 11 | GOOG | ALPHABET INC | $48.4M | 1.22% | 136,886 | 减持 |
| 12 | LQD | ISHARES TR | $36.6M | 0.92% | 335,905 | 减持 |
| 13 | SCHG | SCHWAB STRATEGIC TR | $32.7M | 0.82% | 965,245 | 增持 |
| 14 | GOOGL | ALPHABET INC | $30.7M | 0.77% | 85,938 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $29.3M | 0.74% | 25,556 | 减持 |
| 16 | SCHD | SCHWAB STRATEGIC TR | $29.3M | 0.74% | 924,059 | 增持 |
| 17 | CAT | CATERPILLAR INC | $26.8M | 0.68% | 25,189 | 增持 |
| 18 | SHY | ISHARES TR | $26.3M | 0.66% | 320,294 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $25.3M | 0.64% | 68,433 | 增持 |
| 20 | AVGO | BROADCOM INC | $24.2M | 0.61% | 64,110 | 减持 |
| 21 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $22.9M | 0.58% | 464,598 | 增持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $22.4M | 0.56% | 38,503 | 减持 |
| 23 | IVE | ISHARES TR | $21.8M | 0.55% | 96,026 | 减持 |
| 24 | IJH | ISHARES TR | $21.5M | 0.54% | 279,409 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $21.2M | 0.53% | 42,467 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR