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Quantum Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Quantum Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001929139
持仓数
231
前50大市值合计
$801.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 113 项
建仓 19
增持 39
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFGR
DIMENSIONAL ETF TRUST
+$22.3M
875,644
+3901%
增持
AVUS
AMERICAN CENTY ETF TR
+$17.8M
813,108
+23%
减持
AVRE
AMERICAN CENTY ETF TR
-$15.1M
484,124
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-50%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$11.3M
445,462
+108%
增持
DFSU
DIMENSIONAL ETF TRUST
+$6.1M
1,791,028
+0%
增持
AVDE
AMERICAN CENTY ETF TR
+$4.6M
350,385
+18%
增持
DFSB
DIMENSIONAL ETF TRUST
+$3.8M
110,674
+182%
增持
DFSI
DIMENSIONAL ETF TRUST
+$3.3M
883,369
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.9M
279,195
+15%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.5M
117,776
+14%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.8M
145,583
+15%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.7M
344,036
-3%
减持
AAPL
APPLE INC
+$1.2M
61,822
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$880.8K
143,728
+21%
减持
AVIG
AMERICAN CENTY ETF TR
-$805.2K
145,765
-16%
减持
MSFT
MICROSOFT CORP
+$656.7K
13,459
-4%
减持
DFSE
DIMENSIONAL ETF TRUST
+$584.3K
566,705
-4%
减持
DFUS
DIMENSIONAL ETF TRUST
+$577.4K
109,534
-0%
建仓
—
ISHARES TR
+$436.6K
17,527
建仓
—
ISHARES TR
+$435.8K
17,602
减持
DFAI
DIMENSIONAL ETF TRUST
+$406.2K
241,910
-3%
增持
AMZN
AMAZON COM INC
+$387.0K
9,356
+15%
建仓
—
ISHARES TR
+$386.5K
15,353
建仓
—
ISHARES TR
+$379.9K
15,149
增持
DFCF
DIMENSIONAL ETF TRUST
+$359.8K
59,070
+11%
清仓
PFE
PFIZER INC
-$317.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$283.4K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$273.9K
0
-100%
清仓
RTX
RTX CORPORATION
-$263.6K
0
-100%
建仓
URI
UNITED RENTALS INC
+$248.9K
434
清仓
PM
PHILIP MORRIS INTL INC
-$245.1K
0
-100%
建仓
INTC
INTEL CORP
+$241.6K
4,808
减持
CVX
CHEVRON CORP NEW
-$232.5K
3,198
-24%
建仓
—
LAM RESEARCH CORP
+$224.8K
287
建仓
IBIE
ISHARES TR
+$224.6K
8,811
减持
VTI
VANGUARD INDEX FDS
+$224.0K
10,714
-2%
清仓
SLB
SCHLUMBERGER LTD
-$223.4K
0
-100%
建仓
CRM
SALESFORCE INC
+$222.6K
846
清仓
TFC
TRUIST FINL CORP
-$220.9K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$219.7K
0
-100%
清仓
—
MARATHON OIL CORP
-$216.7K
0
-100%
建仓
DTE
DTE ENERGY CO
+$216.4K
1,963
建仓
IBID
ISHARES TR
+$216.2K
8,506
建仓
MU
MICRON TECHNOLOGY INC
+$215.4K
2,524
建仓
AMP
AMERIPRISE FINL INC
+$212.5K
560
建仓
HON
HONEYWELL INTL INC
+$209.6K
1,000
建仓
IBIC
ISHARES TR
+$206.1K
8,139
建仓
—
TRANE TECHNOLOGIES PLC
+$205.1K
841
建仓
—
SUPER MICRO COMPUTER INC
+$203.8K
717
建仓
AXP
AMERICAN EXPRESS CO
+$200.9K
1,073
清仓
ITW
ILLINOIS TOOL WKS INC
-$200.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$200.0K
3,849
-27%
减持
CSCO
CISCO SYS INC
-$193.2K
5,335
-38%
减持
DFUV
DIMENSIONAL ETF TRUST
+$190.2K
66,690
-1%
增持
NVDA
NVIDIA CORPORATION
+$176.6K
2,802
+1%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$170.9K
0
-100%
增持
META
META PLATFORMS INC
+$164.0K
2,335
+6%
减持
—
EXXON MOBIL CORP
-$163.8K
4,740
-13%
减持
JNJ
JOHNSON & JOHNSON
-$157.3K
3,031
-25%
减持
TXN
TEXAS INSTRS INC
-$154.8K
2,170
-34%
减持
MCD
MCDONALDS CORP
-$153.2K
722
-48%
减持
KO
COCA COLA CO
-$141.4K
6,008
-32%
减持
CMCSA
COMCAST CORP NEW
-$133.4K
5,700
-34%
减持
VZ
VERIZON COMMUNICATIONS INC
-$117.9K
9,806
-35%
减持
WMT
WALMART INC
-$112.3K
2,123
-24%
减持
HD
HOME DEPOT INC
-$108.0K
1,584
-27%
减持
DFAE
DIMENSIONAL ETF TRUST
+$106.6K
172,122
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$99.0K
2,216
+0%
减持
JPM
JPMORGAN CHASE & CO
-$97.3K
4,504
-24%
增持
VBR
VANGUARD INDEX FDS
+$88.8K
3,753
+2%
增持
COST
COSTCO WHSL CORP NEW
+$84.8K
856
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$84.6K
27,786
+0%
减持
ORCL
ORACLE CORP
-$81.8K
4,159
-15%
减持
AVGO
BROADCOM INC
+$76.4K
843
-19%
增持
GOOGL
ALPHABET INC
+$75.3K
7,680
+1%
减持
PH
PARKER-HANNIFIN CORP
-$73.3K
540
-35%
增持
QCOM
QUALCOMM INC
+$69.2K
2,055
+0%
增持
AMGN
AMGEN INC
+$67.1K
2,954
+1%
增持
ADBE
ADOBE INC
+$63.3K
654
+2%
减持
GOOG
ALPHABET INC
+$63.2K
7,935
-1%
建仓
—
SIRIUS XM HOLDINGS INC
+$62.2K
11,369
增持
IVV
ISHARES TR
+$59.5K
825
+6%
减持
ABT
ABBOTT LABS
-$55.1K
2,681
-26%
减持
UPS
UNITED PARCEL SERVICE INC
-$52.0K
1,330
-21%
增持
SCHW
SCHWAB CHARLES CORP
+$51.5K
3,701
+0%
增持
INTU
INTUIT
+$49.3K
401
+2%
减持
MA
MASTERCARD INCORPORATED
+$45.2K
1,530
-0%
减持
NKE
NIKE INC
-$43.2K
3,141
-22%
增持
T
AT&T INC
+$42.6K
20,525
+2%
增持
MRK
MERCK & CO INC
+$41.7K
3,110
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$37.1K
1,546
-8%
增持
PWR
QUANTA SVCS INC
+$36.8K
1,204
+1%
增持
TMUS
T-MOBILE US INC
+$35.9K
1,650
+1%
增持
—
LINDE PLC
+$33.7K
849
+0%
减持
NUSC
NUSHARES ETF TR
-$31.7K
9,000
-18%
增持
XEL
XCEL ENERGY INC
+$26.0K
4,526
+2%
减持
TSLA
TESLA INC
-$25.8K
1,767
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$25.7K
1,358
-23%
减持
DFAU
DIMENSIONAL ETF TRUST
-$22.4K
99,576
-11%
增持
ABBV
ABBVIE INC
+$21.1K
2,666
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$20.7K
14,844
-1%
减持
LOW
LOWES COS INC
+$19.9K
1,507
-1%
减持
—
ACCENTURE PLC IRELAND
-$18.3K
1,455
-16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.9K
482
+2%
减持
MS
MORGAN STANLEY
-$15.2K
3,570
-16%
清仓
VAXX
VAXXINITY INC
-$13.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$13.1K
1,668
+0%
减持
V
VISA INC
-$11.6K
3,930
-13%
增持
EME
EMCOR GROUP INC
+$5.1K
972
+0%
增持
COP
CONOCOPHILLIPS
+$4.7K
2,268
+5%
增持
—
PIONEER NAT RES CO
-$4.3K
962
+0%
减持
PEP
PEPSICO INC
-$2.5K
2,770
-1%
增持
JBL
JABIL INC
+$1.1K
1,703
+0%
