Sequent Planning LLC
- SEC CIK
- 0002009724
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/14 申報。只含多頭部位。
- 持股檔數
- 142
- 2023 年第 4 季沒有申報
- 總值
- $2.76 億
- 2023 年第 4 季沒有申報
Sequent Planning LLC 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 2,380,423 | $6,308 萬 | 22.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 109,983 | $2,263 萬 | 8.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 492,235 | $1,564 萬 | 5.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 109,836 | $1,180 萬 | 4.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,026 | $910.3 萬 | 3.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 227,016 | $814.5 萬 | 2.9% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 74,894 | $612.5 萬 | 2.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 217,556 | $555.0 萬 | 2.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 29,280 | $528.2 萬 | 1.9% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 141,881 | $500.3 萬 | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F326 | FT VEST U.S | 161,346 | $491.7 萬 | 1.8% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 38,579 | $446.8 萬 | 1.6% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 41,475 | $426.2 萬 | 1.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 95,993 | $418.5 萬 | 1.5% | – | – | – |
| PEPPepsiCo Inc | Stock | 22,043 | $385.8 萬 | 1.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 104,821 | $377.7 萬 | 1.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 150,848 | $374.8 萬 | 1.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,939 | $308.1 萬 | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 139,934 | $287.8 萬 | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 80,746 | $226.7 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 101,413 | $216.8 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 87,929 | $216.3 萬 | 0.8% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,022 | $208.7 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,932 | $207.5 萬 | 0.8% | – | – | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 30,472 | $184.1 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,571 | $167.6 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 11,029 | $166.5 萬 | 0.6% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 27,476 | $159.0 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 28,328 | $152.1 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 34,942 | $147.6 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 23,831 | $146.6 萬 | 0.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 25,877 | $142.9 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,581 | $142.8 萬 | 0.5% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 25,668 | $139.2 萬 | 0.5% | – | – | – |
| Invesco Actively Managed ETF46090A853 | INVSCO HY BD FCT | 61,918 | $138.4 萬 | 0.5% | – | – | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 60,389 | $135.7 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 53,940 | $132.0 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F375 | FT CBOE EQU BUFF | 40,502 | $124.3 萬 | 0.4% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,762 | $122.2 萬 | 0.4% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 17,219 | $120.0 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 6,872 | $117.8 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 33,610 | $113.2 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 16,888 | $111.2 萬 | 0.4% | – | – | – |
| CNQCanadian Natural Resources Ltd | COM | 13,991 | $106.8 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 4,068 | $103.6 萬 | 0.4% | – | – | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 13,645 | $103.6 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 12,703 | $101.9 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 34,956 | $101.1 萬 | 0.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 17,213 | $99.9 萬 | 0.4% | – | – | – |
| ONOn Semiconductor Corp | Stock | 13,555 | $99.7 萬 | 0.4% | – | – | 歷史 |
| TECKTeck Resources Ltd | CL B | 21,332 | $97.7 萬 | 0.4% | – | – | 歷史 |
| SUSuncor Energy Inc | Stock | 26,328 | $97.2 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,357 | $93.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,919 | $92.2 萬 | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,649 | $91.9 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 24,692 | $90.7 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 23,618 | $87.5 萬 | 0.3% | – | – | – |
| MLIMueller Industries Inc | COM | 15,882 | $85.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 28,416 | $84.8 萬 | 0.3% | – | – | – |
| FSKFS KKR Capital Corp | COM | 44,120 | $84.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,989 | $83.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,567 | $82.4 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 27,983 | $81.5 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 30,681 | $81.5 萬 | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,528 | $80.1 萬 | 0.3% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 3,841 | $78.8 萬 | 0.3% | – | – | – |
| HDSNHudson Technologies Inc | COM | 71,110 | $78.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,149 | $75.8 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 21,806 | $75.1 萬 | 0.3% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 15,922 | $74.5 萬 | 0.3% | – | – | – |
| WLKWestlake Corp | COM | 4,848 | $74.1 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 39,019 | $73.2 萬 | 0.3% | – | – | – |
| MCKMcKesson Corp | Stock | 1,330 | $71.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,621 | $70.9 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 32,573 | $68.9 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,940 | $65.6 萬 | 0.2% | – | – | – |
| AITApplied Industrial Technologies Inc | COM | 3,312 | $65.4 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,241 | $64.9 萬 | 0.2% | – | – | 歷史 |
| INSWInternational Seaways, Inc. | COM | 12,108 | $64.4 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,803 | $62.9 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740U638 | FT VEST EQ ENHAN | 20,553 | $62.8 萬 | 0.2% | – | – | – |
| DSLDoubleLine Income Solutions Fund | COM | 49,229 | $62.5 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 7,065 | $62.5 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E396 | S&P 500 CONC ETF | 11,964 | $59.7 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 11,076 | $59.2 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 16,648 | $58.1 萬 | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,008 | $55.3 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 11,429 | $51.1 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,102 | $50.3 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 13,061 | $47.6 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 14,087 | $47.0 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 22,798 | $46.6 萬 | 0.2% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,565 | $43.2 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 8,873 | $42.1 萬 | 0.2% | – | – | – |
| AZOAutoZone Inc | COM | 132 | $41.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 4,827 | $41.2 萬 | 0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,262 | $40.8 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 3,244 | $40.2 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 10,136 | $38.3 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 9,677 | $36.7 萬 | 0.1% | – | – | 歷史 |