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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 51
增持 48
减持 51
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$14.9M
499,695
+402%
增持
DFSU
DIMENSIONAL ETF TRUST
+$13.6M
2,014,622
+12%
增持
AVUS
AMERICAN CENTY ETF TR
+$10.7M
860,867
+6%
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。
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$8.2M
272,377
-39%
增持
DISV
DIMENSIONAL ETF TRUST
+$6.7M
384,061
+167%
增持
DFAI
DIMENSIONAL ETF TRUST
+$6.3M
438,253
+81%
减持
AVRE
AMERICAN CENTY ETF TR
-$4.7M
385,477
-20%
增持
—
ISHARES TR
+$4.5M
192,026
+1151%
建仓
OEF
ISHARES TR
+$4.4M
181,782
增持
IBIC
ISHARES TR
+$3.9M
161,879
+1889%
增持
IBID
ISHARES TR
+$3.7M
153,110
+1700%
建仓
—
ISHARES TR
+$3.6M
137,917
增持
—
ISHARES TR
+$3.5M
153,023
+910%
增持
IBIE
ISHARES TR
+$3.5M
146,480
+1562%
建仓
—
ISHARES TR
+$3.4M
129,155
建仓
IBIF
ISHARES TR
+$3.3M
127,963
建仓
IBIG
ISHARES TR
+$3.3M
126,841
建仓
IBIH
ISHARES TR
+$3.2M
126,409
建仓
IBMO
ISHARES TR
+$3.2M
126,438
增持
DFSB
DIMENSIONAL ETF TRUST
+$3.1M
170,928
+54%
建仓
IBMP
ISHARES TR
+$3.1M
122,049
建仓
IBII
ISHARES TR
+$2.9M
113,662
建仓
IBIJ
ISHARES TR
+$2.9M
112,330
增持
—
ISHARES TR
+$2.4M
114,304
+549%
建仓
IBDR
ISHARES TR
+$2.3M
96,571
建仓
IBDS
ISHARES TR
+$2.2M
90,701
建仓
IBDT
ISHARES TR
+$2.0M
78,617
建仓
DFSV
DIMENSIONAL ETF TRUST
+$2.0M
64,815
建仓
DFGP
DIMENSIONAL ETF TRUST
+$1.9M
36,075
建仓
IBMQ
ISHARES TR
+$1.7M
68,893
增持
—
ISHARES TR
+$1.7M
86,922
+396%
建仓
IBDV
ISHARES TR
+$1.5M
72,082
增持
AVDE
AMERICAN CENTY ETF TR
+$1.5M
355,802
+2%
建仓
IBDW
ISHARES TR
+$1.5M
73,214
减持
AAPL
APPLE INC
-$1.4M
61,326
-1%
减持
DFSI
DIMENSIONAL ETF TRUST
+$1.4M
881,224
-0%
建仓
IBDX
ISHARES TR
+$1.3M
53,726
减持
AVUV
AMERICAN CENTY ETF TR
-$1.3M
98,691
-16%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.3M
158,124
+9%
减持
DFGR
DIMENSIONAL ETF TRUST
-$1.1M
846,314
-3%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
2,745
-2%
增持
META
META PLATFORMS INC
+$746.3K
3,239
+39%
增持
MSFT
MICROSOFT CORP
+$612.3K
13,485
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$528.9K
108,916
-1%
增持
—
SUPER MICRO COMPUTER INC
+$521.4K
718
+0%
增持
AVGO
BROADCOM INC
+$507.7K
1,093
+30%
增持
AMZN
AMAZON COM INC
+$454.8K
10,402
+11%
增持
—
EXXON MOBIL CORP
+$443.0K
7,888
+66%
增持
JPM
JPMORGAN CHASE & CO
+$431.7K
5,980
+33%
减持
DFCF
DIMENSIONAL ETF TRUST
-$371.3K
50,852
-14%
减持
AVEM
AMERICAN CENTY ETF TR
+$369.0K
277,999
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$359.3K
2,269
+36%
建仓
WFC
WELLS FARGO CO NEW
+$289.3K
4,992
建仓
DIS
DISNEY WALT CO
+$282.0K
2,305
建仓
LMT
LOCKHEED MARTIN CORP
+$277.0K
609
建仓
CSX
CSX CORP
+$272.0K
7,337
建仓
DKS
DICKS SPORTING GOODS INC
+$267.7K
1,190
建仓
DECK
DECKERS OUTDOOR CORP
+$261.7K
278
建仓
MPC
MARATHON PETE CORP
+$261.1K
1,296
增持
ABBV
ABBVIE INC
+$255.3K
3,671
+38%
建仓
WM
WASTE MGMT INC DEL
+$254.0K
1,192
增持
WMT
WALMART INC
+$248.8K
9,698
+357%
减持
DFAE
DIMENSIONAL ETF TRUST
-$248.0K
157,842
-8%
建仓
NUE
NUCOR CORP
+$243.3K
1,229
建仓
DHI
D R HORTON INC
+$240.3K
1,460
建仓
WSM
WILLIAMS SONOMA INC
+$239.4K
754
建仓
GWW
GRAINGER W W INC
+$238.7K
235
减持
VTI
VANGUARD INDEX FDS
+$238.3K
10,696
-0%
建仓
TGT
TARGET CORP
+$230.5K
1,300
建仓
TRV
TRAVELERS COMPANIES INC
+$230.4K
1,001
建仓
NFLX
NETFLIX INC
+$230.2K
379
增持
LLY
ELI LILLY & CO
+$230.1K
1,126
+2%
建仓
—
MARATHON OIL CORP
+$229.6K
8,100
建仓
KR
KROGER CO
+$225.0K
3,938
减持
DFSE
DIMENSIONAL ETF TRUST
-$224.8K
549,605
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$222.0K
14,102
+44%
建仓
—
TOPBUILD CORP
+$221.7K
503
建仓
GM
GENERAL MTRS CO
+$220.7K
4,866
建仓
GS
GOLDMAN SACHS GROUP INC
+$219.6K
526
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$214.5K
859
建仓
RTX
RTX CORPORATION
+$210.9K
2,163
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$210.9K
129
建仓
FDX
FEDEX CORP
+$210.1K
725
建仓
SLB
SCHLUMBERGER LTD
+$210.0K
3,832
建仓
—
EATON CORP PLC
+$208.9K
668
建仓
GE
GENERAL ELECTRIC CO
+$206.4K
1,176
增持
JNJ
JOHNSON & JOHNSON
+$204.5K
4,296
+42%
建仓
MUSA
MURPHY USA INC
+$203.7K
486
建仓
TJX
TJX COS INC NEW
+$203.4K
2,006
建仓
VLO
VALERO ENERGY CORP
+$202.9K
1,189
建仓
HUBB
HUBBELL INC
+$201.1K
485
建仓
CVS
CVS HEALTH CORP
+$200.0K
2,508
增持
CMCSA
COMCAST CORP NEW
+$176.0K
9,826
+72%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$156.0K
1,980
+46%
增持
PEP
PEPSICO INC
+$145.0K
3,517
+27%
增持
T
AT&T INC
+$142.4K
27,662
+35%
减持
TSLA
TESLA INC
-$132.9K
1,742
-1%
减持
AVIG
AMERICAN CENTY ETF TR
-$132.5K
144,603
-1%
增持
AXP
AMERICAN EXPRESS CO
+$114.8K
1,387
+29%
增持
MA
MASTERCARD INCORPORATED
+$105.9K
1,575
+3%
增持
AMAT
APPLIED MATLS INC
+$105.6K
1,848
+9%
增持
QCOM
QUALCOMM INC
+$105.2K
2,377
+16%
减持
GOOG
ALPHABET INC
+$89.4K
7,932
-0%
减持
ORCL
ORACLE CORP
+$83.7K
4,157
-0%
增持
CSCO
CISCO SYS INC
+$78.9K
6,982
+31%
减持
GOOGL
ALPHABET INC
+$75.0K
7,605
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$73.5K
2,217
+0%
增持
CVX
CHEVRON CORP NEW
+$68.8K
3,460
+8%
减持
STLD
STEEL DYNAMICS INC
+$68.3K
2,276
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$67.5K
332,002
-3%
减持
V
VISA INC
+$65.8K
3,902
-1%
减持
ADBE
ADOBE INC
-$64.2K
646
-1%
减持
MRK
MERCK & CO INC
+$62.1K
3,040
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$61.0K
1,522
-2%
增持
INTC
INTEL CORP
+$60.0K
6,829
+42%
减持
COST
COSTCO WHSL CORP NEW
-$56.1K
694
-19%
减持
DFAS
DIMENSIONAL ETF TRUST
+$53.7K
20,762
-0%
减持
NKE
NIKE INC
-$53.3K
3,061
-3%
减持
HD
HOME DEPOT INC
+$52.9K
1,569
-1%
增持
ABT
ABBOTT LABS
+$52.8K
3,061
+14%
减持
PG
PROCTER AND GAMBLE CO
+$52.0K
3,797
-1%
减持
PWR
QUANTA SVCS INC
+$50.9K
1,196
-1%
减持
KLAC
KLA CORP
+$50.8K
438
-0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$50.2K
24,202
-1%
减持
PH
PARKER-HANNIFIN CORP
+$49.7K
537
-1%
增持
AMGN
AMGEN INC
+$49.3K
3,166
+7%
减持
—
TRANE TECHNOLOGIES PLC
+$45.3K
834
-1%
增持
COP
CONOCOPHILLIPS
+$44.1K
2,415
+6%
减持
—
LINDE PLC
+$44.1K
846
-0%
减持
LOW
LOWES COS INC
+$40.3K
1,475
-2%
减持
ON
ON SEMICONDUCTOR CORP
-$36.7K
3,665
-0%
减持
CRM
SALESFORCE INC
+$30.7K
841
-1%
减持
ELV
ELEVANCE HEALTH INC
+$26.2K
577
-0%
减持
NUSC
NUSHARES ETF TR
-$23.2K
7,904
-12%
增持
UNP
UNION PAC CORP
+$22.8K
1,371
+7%
增持
TYL
TYLER TECHNOLOGIES INC
+$19.7K
1,708
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$18.5K
472
-2%
减持
BAC
BANK AMERICA CORP
+$17.3K
8,313
-6%
减持
IVV
ISHARES TR
+$15.5K
779
-6%
增持
KO
COCA COLA CO
+$14.2K
6,019
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$12.5K
1,491
+12%
减持
SCHW
SCHWAB CHARLES CORP
+$12.2K
3,689
-0%
减持
MCD
MCDONALDS CORP
-$12.2K
716
-1%
减持
JBL
JABIL INC
+$10.8K
1,700
-0%
减持
PFF
ISHARES TR
+$9.1K
8,997
-0%
增持
XEL
XCEL ENERGY INC
-$9.0K
5,045
+11%
减持
—
ACCENTURE PLC IRELAND
-$8.7K
1,448
-0%
减持
TXN
TEXAS INSTRS INC
+$7.6K
2,167
-0%
减持
HON
HONEYWELL INTL INC
-$4.9K
998
-0%
减持
INTU
INTUIT
+$4.2K
392
-2%
