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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 147 项
建仓 34
增持 69
减持 34
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AVUS
AMERICAN CENTY ETF TR
+$11.2M
965,577
+8%
增持
DFSU
DIMENSIONAL ETF TRUST
+$8.3M
2,231,633
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.1M
599,679
+20%
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。
清仓
OEF
ISHARES TR
-$4.6M
0
-100%
增持
DFSI
DIMENSIONAL ETF TRUST
+$3.9M
944,996
+4%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.5M
396,269
+7%
清仓
—
ISHARES TR
-$3.2M
0
-100%
清仓
—
ISHARES TR
-$3.0M
0
-100%
减持
DFGR
DIMENSIONAL ETF TRUST
+$2.8M
825,617
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.8M
502,602
+13%
增持
AVRE
AMERICAN CENTY ETF TR
+$2.7M
386,192
+3%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.6M
471,824
+15%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.5M
121,777
+53%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.4M
185,392
+12%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.2M
284,553
+8%
建仓
IBDU
ISHARES TR
+$1.9M
82,880
清仓
—
ISHARES TR
-$1.8M
0
-100%
增持
AAPL
APPLE INC
+$1.7M
62,909
+2%
建仓
IBMR
ISHARES TR
+$1.7M
66,863
建仓
IBDY
ISHARES TR
+$1.6M
59,158
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.2M
551,545
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.2M
99,279
+7%
增持
DFSB
DIMENSIONAL ETF TRUST
+$1.0M
356,154
+2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$901.1K
329,400
+2%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$676.5K
12,810
减持
DFAT
DIMENSIONAL ETF TRUST
+$596.5K
310,114
-3%
清仓
—
SUPER MICRO COMPUTER INC
-$588.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$587.1K
3,281
+45%
增持
AXP
AMERICAN EXPRESS CO
+$565.1K
3,268
+136%
增持
DFSV
DIMENSIONAL ETF TRUST
+$524.2K
80,647
+18%
增持
MSFT
MICROSOFT CORP
+$519.2K
15,286
+13%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$490.1K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$461.2K
2,545
+76%
增持
COST
COSTCO WHSL CORP NEW
+$447.4K
1,194
+66%
增持
IBIG
ISHARES TR
+$429.1K
144,269
+10%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$408.3K
11,205
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$403.6K
11,602
增持
IBIF
ISHARES TR
+$370.2K
145,849
+9%
增持
IBIC
ISHARES TR
+$367.8K
187,239
+8%
增持
META
META PLATFORMS INC
+$349.8K
3,464
+7%
增持
—
ISHARES TR
+$346.3K
223,483
+7%
增持
MCD
MCDONALDS CORP
+$336.7K
1,776
+122%
增持
IBDR
ISHARES TR
+$326.3K
117,913
+11%
增持
IBDV
ISHARES TR
+$318.2K
86,287
+15%
增持
AMP
AMERIPRISE FINL INC
+$315.1K
1,180
+111%
增持
—
ISHARES TR
+$307.8K
137,692
+9%
建仓
SYK
STRYKER CORPORATION
+$303.8K
841
建仓
CARR
CARRIER GLOBAL CORPORATION
+$298.2K
3,705
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$294.3K
2,880
+45%
增持
IBIH
ISHARES TR
+$288.9K
138,009
+6%
建仓
EMR
EMERSON ELEC CO
+$284.1K
2,598
增持
IBIE
ISHARES TR
+$278.5K
161,800
+6%
建仓
RSG
REPUBLIC SVCS INC
+$276.2K
1,375
增持
JNJ
JOHNSON & JOHNSON
+$265.8K
6,061
+24%
增持
IBII
ISHARES TR
+$264.5K
123,710
+6%
增持
IBIJ
ISHARES TR
+$264.1K
121,340
+6%
清仓
XEL
XCEL ENERGY INC
-$263.7K
0
-100%
建仓
SYY
SYSCO CORP
+$257.4K
3,297
建仓
DHI
D R HORTON INC
+$256.2K
1,343
增持
GOOG
ALPHABET INC
+$255.8K
10,232
+29%
增持
SPYG
SPDR SER TR
+$252.4K
11,821
+30%
增持
IBDW
ISHARES TR
+$249.2K
84,658
+11%
增持
IBDT
ISHARES TR
+$245.8K
91,361
+8%
建仓
CL
COLGATE PALMOLIVE CO
+$245.3K
2,363
增持
IBID
ISHARES TR
+$243.4K
170,962
+5%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$242.8K
540
建仓
PHM
PULTE GROUP INC
+$231.9K
1,616
清仓
NKE
NIKE INC
-$230.7K
0
-100%
建仓
KR
KROGER CO
+$225.6K
3,938
增持
IBDX
ISHARES TR
+$222.9K
61,909
+11%
增持
IBDS
ISHARES TR
+$221.3K
105,981
+7%
建仓
SPYV
SPDR SER TR
+$220.7K
4,175
建仓
TSCO
TRACTOR SUPPLY CO
+$220.5K
758
增持
—
EXXON MOBIL CORP
+$219.0K
11,415
+17%
清仓
FDX
FEDEX CORP
-$217.4K
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$214.5K
1,445
建仓
SHW
SHERWIN WILLIAMS CO
+$214.2K
561
建仓
GILD
GILEAD SCIENCES INC
+$211.9K
2,528
建仓
—
FLEX LTD
+$211.4K
6,323
建仓
DHR
DANAHER CORPORATION
+$207.8K
747
建仓
GE
GE AEROSPACE
+$207.6K
1,101
建仓
HUBB
HUBBELL INC
+$207.5K
485
建仓
—
ARCH CAP GROUP LTD
+$204.6K
1,829
建仓
JBL
JABIL INC
+$203.6K
1,699
建仓
TGT
TARGET CORP
+$202.7K
1,301
建仓
SLB
SCHLUMBERGER LTD
+$202.7K
4,832
建仓
—
TOPBUILD CORP
+$202.6K
498
建仓
FCX
FREEPORT-MCMORAN INC
+$202.6K
4,058
清仓
VLO
VALERO ENERGY CORP
-$201.5K
0
-100%
建仓
PAYX
PAYCHEX INC
+$200.8K
1,497
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$200.8K
2,562
增持
RTX
RTX CORPORATION
+$190.3K
3,363
+55%
增持
WMT
WALMART INC
+$174.9K
10,298
+6%
建仓
F
FORD MTR CO
+$171.6K
16,251
增持
IBMP
ISHARES TR
+$143.4K
126,646
+3%
增持
IBMQ
ISHARES TR
+$142.6K
73,572
+6%
增持
NVDA
NVIDIA CORPORATION
+$131.2K
31,709
+5%
增持
AMGN
AMGEN INC
+$127.6K
3,466
+9%
增持
IBMO
ISHARES TR
+$126.3K
130,734
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$122.3K
6,317
+6%
减持
DFUS
DIMENSIONAL ETF TRUST
+$116.3K
104,920
-4%
减持
AVIG
AMERICAN CENTY ETF TR
+$115.7K
125,405
-2%
减持
TSLA
TESLA INC
+$102.3K
1,713
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$101.9K
1,109
+29%
增持
MRK
MERCK & CO INC
+$99.4K
4,140
+38%
增持
—
ISHARES TR
+$97.0K
144,574
+2%
减持
AMAT
APPLIED MATLS INC
-$95.0K
1,688
-9%
减持
VTI
VANGUARD INDEX FDS
+$93.7K
10,431
-2%
增持
AMZN
AMAZON COM INC
+$93.7K
11,374
+9%
减持
ORCL
ORACLE CORP
+$88.8K
3,966
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$83.2K
771
+17%
减持
VST
VISTRA CORP
+$83.1K
2,566
-0%
减持
CAT
CATERPILLAR INC
+$82.6K
1,550
-1%
减持
ABBV
ABBVIE INC
+$81.6K
3,637
-2%
减持
MU
MICRON TECHNOLOGY INC
-$76.0K
2,468
-2%
减持
T
AT&T INC
+$74.9K
27,739
-1%
减持
CVX
CHEVRON CORP NEW
-$71.0K
3,214
-8%
增持
PEP
PEPSICO INC
+$68.0K
3,850
+8%
减持
DFAE
DIMENSIONAL ETF TRUST
+$58.8K
147,807
-4%
减持
ADBE
ADOBE INC
-$55.4K
585
-9%
减持
EME
EMCOR GROUP INC
+$53.7K
949
-2%
减持
COP
CONOCOPHILLIPS
-$50.2K
2,821
-7%
减持
PWR
QUANTA SVCS INC
+$50.0K
1,187
-1%
减持
TMUS
T-MOBILE US INC
+$47.6K
1,625
-0%
减持
LOW
LOWES COS INC
+$46.5K
1,370
-7%
增持
DIS
DISNEY WALT CO
+$44.4K
2,844
+23%
减持
CSCO
CISCO SYS INC
+$40.1K
7,075
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$39.2K
1,784
+20%
减持
DFIV
DIMENSIONAL ETF TRUST
-$39.1K
17,182
-11%
减持
LLY
ELI LILLY & CO
-$34.1K
1,148
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$32.9K
3,687
-0%
减持
NUSC
NUSHARES ETF TR
-$32.3K
6,540
-18%
增持
DECK
DECKERS OUTDOOR CORP
-$31.7K
1,489
+436%
增持
ABT
ABBOTT LABS
+$31.1K
3,064
+0%
增持
AVGO
BROADCOM INC
+$28.6K
8,012
+850%
减持
KLAC
KLA CORP
-$25.8K
433
-1%
减持
ELV
ELEVANCE HEALTH INC
-$25.6K
552
-4%
增持
BAC
BANK AMERICA CORP
+$25.3K
8,970
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$23.5K
12,850
-12%
增持
WSM
WILLIAMS SONOMA INC
+$20.7K
1,508
+100%
减持
AN
AUTONATION INC
+$17.7K
1,346
-4%
减持
BKNG
BOOKING HOLDINGS INC
+$14.1K
72
-1%
减持
MS
MORGAN STANLEY
+$11.4K
3,435
-4%
增持
QCOM
QUALCOMM INC
+$8.3K
2,846
+19%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.6K
46,610
-4%
增持
GOOGL
ALPHABET INC
+$1.9K
8,452
+10%
减持
CMCSA
COMCAST CORP NEW
+$1.1K
9,238
-6%
