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Sequent Planning LLC · 13F 持仓分析
期权收益计算器 机构排行

Sequent Planning LLC

No.4413 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.69亿
环比变动 Q1 2026
+$5,570.0万+13.5%
持仓股票数
269
新买入
29
加仓
133
减仓
93
清仓
2
持股不变
14
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托AGG
6.61%7.01%$3,100.3万31.3万股$2,898.2万29.2万股+2.1万股+7.29%加仓
F富兰克林邓普顿ETF信托USPX
5.7%5.14%$2,677.2万41.0万股$2,126.1万37.4万股+3.6万股+9.67%加仓
F富兰克林邓普顿ETF信托FLCB
4.6%4.86%$2,160.7万101.0万股$2,009.9万93.5万股+7.4万股+7.95%加仓
F富兰克林邓普顿ETF信托FLQL
3.67%3.36%$1,720.8万22.0万股$1,389.5万20.5万股+1.4万股+7.01%加仓
SSPDR行业精选信托XLK
3.2%2.41%$1,501.2万7.9万股$996.7万7.5万股+3,797股+5.06%加仓
F第一信托交易所交易基金VIBUFQ
2.74%$1,287.7万32.8万股$00股+32.8万股新买入
F第一信托交易所交易基金VIQMMY
2.3%0.61%$1,078.2万40.7万股$254.3万10.2万股+30.5万股+297.53%加仓
F第一信托交易所交易基金VIXOCT
1.76%4.1%$823.9万20.9万股$1,694.2万45.5万股-24.6万股-54.12%减仓
IiShares安硕IEMG
1.65%1.49%$775.6万9.4万股$617.7万8.9万股+5,079股+5.74%加仓
LLEGG MASON ETF INVTLVHD
1.65%1.75%$774.9万17.6万股$723.6万17.0万股+6,079股+3.58%加仓
IiShares安硕信托IEFA
1.61%1.45%$757.1万7.8万股$600.6万6.6万股+1.2万股+18.17%加仓
SSPDR黄金信托GLD
1.51%1.98%$710.1万1.9万股$820.2万1.9万股+214股+1.12%加仓
F富兰克林邓普顿ETF信托FLGV
1.48%1.59%$695.6万34.3万股$657.6万32.2万股+2.1万股+6.56%加仓
F第一信托交易所交易基金VIGOCT
1.44%2.12%$675.7万16.3万股$875.7万22.7万股-6.4万股-28.26%减仓
亚马逊AMZN
1.26%1.32%$592.0万2.5万股$544.0万2.6万股-1,280股-4.90%减仓
PPUTNAM ETF TRUSTPGRO
1.21%0.99%$568.1万11.9万股$409.1万10.2万股+1.8万股+17.40%加仓
谷歌AGOOGL
1.14%1.14%$535.9万1.5万股$472.6万1.6万股-1,438股-8.75%减仓
F第一信托交易所交易基金VIQDEC
1.13%3.69%$529.2万14.9万股$1,527.8万48.6万股-33.7万股-69.40%减仓
F第一信托交易所交易基金VIXDEC
1.12%1.23%$524.5万12.2万股$509.4万12.6万股-3,912股-3.10%减仓
FFranklin Templeton ETF TrustDIVI
1.11%1.15%$523.1万12.2万股$476.9万12.0万股+2,644股+2.21%加仓
FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNEXJUN
1.04%0.2%$488.6万11.0万股$81.5万1.9万股+9.1万股+479.86%加仓
第一信托交易所交易基金VIFIBK
1.04%1.14%$486.4万13.1万股$473.0万14.1万股-1.0万股-7.16%减仓
FFIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGYBGLD
1.01%0.61%$474.4万29.1万股$251.6万14.7万股+14.4万股+98.39%加仓
G通用动力VTI
0.98%0.94%$457.8万1.2万股$387.2万1.2万股+301股+2.49%加仓
F第一信托交易所交易基金VIFVD
0.94%0.09%$443.3万9.0万股$36.1万7,676股+8.2万股+1,071.91%加仓
V先锋领航指数基金VOO
0.94%0.76%$440.1万6,408股$315.6万5,281股+1,127股+21.34%加仓
SSPDR行业精选信托XLY
0.92%0.88%$429.9万3.7万股$365.0万3.3万股+3,169股+9.46%加仓
英伟达NVDA
0.87%1.05%$408.4万2.0万股$432.7万2.5万股-4,404股-17.75%减仓
IiShares安硕信托TIP
0.81%0.91%$381.1万3.5万股$375.4万3.4万股+816股+2.40%加仓
FFIRST TR EXCHANGE TRADED FD VIII FT VEST NASDAQ 100 CONSERVATIV BUFF ETFQCOC
0.77%1.86%$360.4万15.1万股$770.8万35.1万股-20.0万股-57.01%减仓
I景顺QQQ信托VOO
0.76%0.68%$358.8万4,872股$279.8万4,847股+25股+0.52%加仓
V先锋领航·FTSEVEA
0.73%0.63%$344.1万4.8万股$260.0万4.1万股+7,713股+19.01%加仓
AARK·ETF TRARKX
0.71%$332.2万9.7万股$00股+9.7万股新买入
S嘉信·USSCHA
0.69%0.55%$323.6万9.0万股$226.5万7.8万股+1.2万股+14.98%加仓
F第一信托交易所交易基金VIQJUN
0.69%0.86%$322.3万9.5万股$357.6万11.4万股-1.9万股-16.65%减仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.68%0.71%$317.9万12.6万股$292.1万11.8万股+8,490股+7.21%加仓
苹果AAPL
0.66%0.63%$307.7万1.1万股$261.8万1.0万股+318股+3.08%加仓
F富兰克林邓普顿ETF信托FLCO
0.64%0.67%$298.3万13.9万股$278.3万13.0万股+9,185股+7.07%加仓
I景顺·NASDAQ 100 ETFQQQM
0.63%0.53%$293.6万9,689股$219.7万9,246股+443股+4.79%加仓
百事可乐PEP
0.62%0.83%$292.4万2.2万股$341.4万2.2万股-386股-1.76%减仓
SSPDR道富系列信托SPTM
0.61%0.26%$287.5万3.2万股$109.4万1.4万股+1.8万股+128.97%加仓
IiShares安硕信托IEI
0.58%0.63%$274.3万2.3万股$260.9万2.2万股+1,362股+6.19%加仓
J摩根大通交易所交易基金JEPI
0.58%0.07%$270.4万4.8万股$28.3万4,995股+4.3万股+858.32%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.57%0.62%$269.2万3.3万股$256.5万3.1万股+1,712股+5.51%加仓
F第一信托交易所交易基金TDVI
0.57%0.58%$268.5万8.5万股$239.5万9.0万股-5,602股-6.21%减仓
J摩根大通交易所交易基金JEPQ
0.56%0.05%$262.6万4.3万股$22.0万3,969股+3.9万股+976.57%加仓
特斯拉TSLA
0.56%0.45%$262.2万6,235股$185.9万5,000股+1,235股+24.70%加仓
IiShares安硕信托GVI
0.56%0.59%$261.4万2.4万股$243.7万2.3万股+1,332股+5.80%加仓
MMUELLER INDSMLI
0.55%0.36%$258.5万2.1万股$148.8万1.3万股+7,580股+56.42%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.52%0.49%$241.7万1.5万股$203.8万1.4万股+1,332股+9.58%加仓

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