SP

Sequent Planning LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.1亿

申报季度: 2026-03-31 · 持股只数: 242

Sequent Planning LLC在最新一期 13F 报告中披露了 242 项持股，申报期为 2026-03-31，总持股市值约为 US$4.1亿，季度换手率为 12.4%。

浏览其他1 亿至 10 亿美元机构浏览其他以“S”开头的机构

机构性格雪花图

集中度
8
持仓稳定性
12.36
动能／逆势
100
行业集中度
56.29
多样化
100
仓位均衡度
80.37

近期动向

  • 减仓 QDEC

    -4.5%　-US$126.6万

  • 减仓 XOCT

    -2.6%　-US$68.3万

  • 加仓 AGG

    +11.4%　US$280.9万

  • 加仓 VOO

    +87.6%　US$139.0万

  • 加仓 XJAN

    +273.6%　US$100.0万

  • 加仓 USPX

    +15.6%　US$193.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AGGIshares Core U.s. AggregateETF-其他7.01%+0.35%+11.41%
2USPXFranklin U.s. Equity Index EETF-大型股与成长5.14%+0.22%+15.64%
3FLCBFranklin U.s. Core Bond ETFETF-其他4.86%+0.18%+9.96%
4XOCTFt Vest US Equity Enhance &ETF-其他4.10%-0.39%-2.65%
5QDECFt Vest Nasdaq-100 Buffer EtETF-科技型3.69%-0.52%-4.51%
6FLQLFranklin U.s. Large Cap MultETF-大型股与成长3.36%+0.11%+11.62%
7XLKSs Technology Select SectorETF-科技型2.41%—+9.68%
8GOCTFt Vest US Equity Moderate BETF-其他2.12%-0.20%-2.37%
9GLDSpdr Gold SharesETF-避险与商品1.98%—-9.62%
10QCOCFt Ndq100 Cns Buff ETF - OctETF-其他1.86%—-0.41%
11LVHDFranklin U.s. Low VolatilityETF-其他1.75%+0.10%+4.49%
12FLGVFranklin U.s. Treasury BondETF-政府公债1.59%+0.07%+10.27%
13IEMGIshares Core Msci EmergingETF-新兴市场1.49%+0.16%+13.90%
14IEFAIshares Core Msci Eafe ETFETF-其他1.45%+0.21%+22.04%
15AMZNAmazon.com INC股票-周期性消费1.32%-0.21%+0.13%
16XDECFt Vest US Equity Enhance &ETF-其他1.23%—+3.66%
17DOCTFt Vest U.s. Equity Deep BufETF-其他1.23%-0.15%-4.29%
18DIVIFranklin International CoreETF-其他1.15%—+2.95%
19QMARFt Vest Nasdaq-100 Buffer EtETF-科技型1.14%—-3.15%
20GOOGLAlphabet Inc-cl A股票-通信服务1.14%-0.15%+1.18%
21FIXDFirst Trust Smith OpportunisETF-其他1.10%—-2.17%
22NVDANvidia CORP股票-科技1.05%—+2.01%
23PGROPutnam Focused Lrg Cap GrowETF-其他0.99%+0.10%+29.32%
24VTIVanguard Total Stock Mkt ETFETF-其他0.94%-0.14%-4.49%
25TIPIshares Tips Bond ETFETF-其他0.91%—-2.95%
26XLYSs Consumer Disc Select SectETF-其他0.88%—+13.64%
27FIIGFt Intermed Dur Ig CORP ETFETF-其他0.88%—+0.74%
28QJUNFt Vest Nasdaq-100 Buffer EtETF-科技型0.86%-0.18%-10.55%
29PEPPepsico INC股票-非周期性消费0.83%+0.04%+1.08%
30VOOVanguard S&p 500 ETFETF-大型股与成长0.76%+0.31%+87.60%
31FLMIFranklin Dynamic Municipal BETF-其他0.71%+0.19%+44.30%
32QQQInvesco Qqq Trust Series 1ETF-科技型0.68%—+1.44%
33FLCOFranklin Investment Grade CoETF-投资级公司债0.67%—+11.23%
34LGOVFirst Tr Long Duration O-etfETF-其他0.64%—-0.88%
35AAPLApple INC股票-科技0.63%—-2.43%
36RDVIFt Vest Rising Dividend AchiETF-其他0.63%—+5.72%
37IEIIshares 3-7 Year Treasury BoETF-政府公债0.63%—+3.78%
38VEAVanguard Ftse Developed ETFETF-其他0.63%+0.21%+53.62%
39SHYIshares 1-3 Year Treasury BoETF-政府公债0.62%—+2.47%
40KNGFt Vest S&p 500 Dvd Arst TrgETF-大型股与成长0.62%—+5.47%
41QMMYFt Ndq100 Mod Buff ETF - MayETF-其他0.61%—-5.36%
42UCONFirst Trust Smith UnconstraiETF-其他0.61%—-3.44%
43BGLDFt Vest Gold Strategy QuarteETF-避险与商品0.61%—-7.74%
44FTHIFthi/first Trust Exchange-trETF-其他0.60%—+6.06%
45MUBIshares National Muni Bond EETF-其他0.59%+0.11%+30.67%
46RDVYFirst Trust Rising DividendETF-其他0.58%—+4.65%
47TDVIFt Vest Technology DividendETF-科技型0.58%—+6.71%
48SCHASchwab US Small-cap ETFETF-其他0.55%+0.10%+25.23%
49QQQMInvesco Nasdaq 100 ETFETF-科技型0.53%—+4.02%
50XLCSs Comm Select Sector SpdrETF-其他0.53%—+14.91%
1–50 of 242

本季持股变动

Sequent Planning LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ft US Eq Enh&mod Buff - May (XMAY); 新建仓: Alpha Architect 1-3 Mnth Box (BOXX); 新建仓: Ft Vest U.s. Equity Deep Buf (DJAN); 清仓: Ft Vest US Equity Deep Buffe (DMAY); 新建仓: Ft Core Investment Grade ETF (FTCB).

Sequent Planning LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AGGIshares Core U.s. Aggregate+0.4%+11.41%加仓
2VOOVanguard S&p 500 ETF+0.3%+87.60%加仓
3XJANFt Vest Enh Mod Buff - Jan+0.2%+273.64%加仓
4USPXFranklin U.s. Equity Index E+0.2%+15.64%加仓
5IEFAIshares Core Msci Eafe ETF+0.2%+22.04%加仓
6VEAVanguard Ftse Developed ETF+0.2%+53.62%加仓
7FLMIFranklin Dynamic Municipal B+0.2%+44.30%加仓
8FLCBFranklin U.s. Core Bond ETF+0.2%+9.96%加仓
9IEMGIshares Core Msci Emerging+0.2%+13.90%加仓
10GJANFt Vest US Equity Moderate B+0.2%+197.38%加仓
11AVGOBroadcom INC+0.1%+202.75%加仓
12FLQLFranklin U.s. Large Cap Mult+0.1%+11.62%加仓
13MUBIshares National Muni Bond E+0.1%+30.67%加仓
14LVHDFranklin U.s. Low Volatility+0.1%+4.49%加仓
15PGROPutnam Focused Lrg Cap Grow+0.1%+29.32%加仓
16SCHASchwab US Small-cap ETF+0.1%+25.23%加仓
17JMUBJpmorgan Municipal ETF+0.1%+103.38%加仓
18BSVVanguard Short-term Bond ETF+0.1%+158.71%加仓
19BNDXVanguard Total Intl Bond ETF+0.1%+173.55%加仓
20XLESs Energy Select Sector+0.1%+4.68%加仓
21FLGVFranklin U.s. Treasury Bond+0.1%+10.27%加仓
22JCPBJpmorgan Core Plus Bond ETF+0.1%+33.78%加仓
23VTEIVanguard Int Tax-exempt Bond+0.1%+90.08%加仓
24VWOVanguard Ftse Emerging Marke+0.1%+35.50%加仓
25QCJAFt Ndq100 Cns Buff ETF - Jan+0.1%+45.67%加仓
26PEPPepsico INC0%+1.08%加仓
27TSLATesla INC-0.1%+4.28%加仓
28MSFTMicrosoft CORP-0.1%+0.67%加仓
29VTIVanguard Total Stock Mkt ETF-0.1%-4.49%减仓
30GOOGLAlphabet Inc-cl A-0.2%+1.18%加仓
31DOCTFt Vest U.s. Equity Deep Buf-0.2%-4.29%减仓
32SPYSs Spdr S&p 500 ETF Trust-us-0.2%-66.13%减仓
33QJUNFt Vest Nasdaq-100 Buffer Et-0.2%-10.55%减仓
34QMAGFt Ndq100 Mod Buff ETF - Aug-0.2%-34.40%减仓
35GOCTFt Vest US Equity Moderate B-0.2%-2.37%减仓
36AMZNAmazon.com INC-0.2%+0.13%加仓
37XOCTFt Vest US Equity Enhance &-0.4%-2.65%减仓
38QDECFt Vest Nasdaq-100 Buffer Et-0.5%-4.51%减仓
39XMAYFt US Eq Enh&mod Buff - May—EXIT清仓
40BOXXAlpha Architect 1-3 Mnth Box—NEW新建仓
41DJANFt Vest U.s. Equity Deep Buf—NEW新建仓
42DMAYFt Vest US Equity Deep Buffe—EXIT清仓
43FTCBFt Core Investment Grade ETF—NEW新建仓
44EFGIshares Msci Eafe Growth ETF—NEW新建仓
45IYWIshares Ustechnology ETF—NEW新建仓
46VXFVanguard Extended Market ETF—NEW新建仓
47OEFIshares S&p 100 ETF—EXIT清仓
48VMBSVanguard Mortgage-backed Sec—NEW新建仓
49BIVVanguard Intermediate-term B—NEW新建仓
50BLVVanguard Long-term Bond ETF—NEW新建仓

FAQ

Sequent Planning LLC 是什么机构？属于哪种投资人类型？
Sequent Planning LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.1亿，分布在 242 个已申报仓位之中。
Sequent Planning LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sequent Planning LLC 按市值排列的前几大持股为： 1. Ishares Core U.s. Aggregate (AGG) — US$2898.2万 (7.0%) 2. Franklin U.s. Equity Index E (USPX) — US$2126.1万 (5.1%) 3. Franklin U.s. Core Bond ETF (FLCB) — US$2009.9万 (4.9%) 4. Ft Vest US Equity Enhance & (XOCT) — US$1694.2万 (4.1%) 5. Ft Vest Nasdaq-100 Buffer Et (QDEC) — US$1527.8万 (3.7%)
Sequent Planning LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sequent Planning LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 30 个既有持股、减仓 8 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Ft US Eq Enh&mod Buff - May (XMAY); 新建仓: Alpha Architect 1-3 Mnth Box (BOXX); 新建仓: Ft Vest U.s. Equity Deep Buf (DJAN); 清仓: Ft Vest US Equity Deep Buffe (DMAY); 新建仓: Ft Core Investment Grade ETF (FTCB)
Sequent Planning LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sequent Planning LLC 的主要板块分布如下： • Information Technology: 27.8% • Consumer Discretionary: 21.7% • Communication Services: 19.8% • Consumer Staples: 12.3% • Energy: 5.5% • Health Care: 5.4%

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