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 VI33740F458 | FT VEST US EQT | 33,610 | $113.2 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 6,872 | $117.8 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 17,219 | $120.0 萬 | 0.4% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,762 | $122.2 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F375 | FT CBOE EQU BUFF | 40,502 | $124.3 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 53,940 | $132.0 萬 | 0.5% | – | – | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 60,389 | $135.7 萬 | 0.5% | – | – | – |
| Invesco Actively Managed ETF46090A853 | INVSCO HY BD FCT | 61,918 | $138.4 萬 | 0.5% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 25,668 | $139.2 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,581 | $142.8 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 25,877 | $142.9 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 23,831 | $146.6 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 34,942 | $147.6 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 28,328 | $152.1 萬 | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 27,476 | $159.0 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 11,029 | $166.5 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,571 | $167.6 萬 | 0.6% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 30,472 | $184.1 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,932 | $207.5 萬 | 0.8% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,022 | $208.7 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 87,929 | $216.3 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 101,413 | $216.8 萬 | 0.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 80,746 | $226.7 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 139,934 | $287.8 萬 | 1.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,939 | $308.1 萬 | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 150,848 | $374.8 萬 | 1.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 104,821 | $377.7 萬 | 1.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 22,043 | $385.8 萬 | 1.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 95,993 | $418.5 萬 | 1.5% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 41,475 | $426.2 萬 | 1.5% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 38,579 | $446.8 萬 | 1.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F326 | FT VEST U.S | 161,346 | $491.7 萬 | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 141,881 | $500.3 萬 | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 29,280 | $528.2 萬 | 1.9% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 217,556 | $555.0 萬 | 2.0% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 74,894 | $612.5 萬 | 2.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 227,016 | $814.5 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,026 | $910.3 萬 | 3.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 109,836 | $1,180 萬 | 4.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 492,235 | $1,564 萬 | 5.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 109,983 | $2,263 萬 | 8.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 2,380,423 | $6,308 萬 | 22.8% | – | – | – |