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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 58
减持 56
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AVUS
AMERICAN CENTY ETF TR
+$17.2M
1,108,916
+8%
增持
DFSU
DIMENSIONAL ETF TRUST
+$12.5M
2,399,411
+5%
建仓
GLDM
WORLD GOLD TR
+$5.9M
90,744
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
—
ISHARES TR
-$3.9M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$3.8M
24,367
+88%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$3.5M
68,986
增持
AVEM
AMERICAN CENTY ETF TR
+$3.5M
320,694
+4%
减持
AVDE
AMERICAN CENTY ETF TR
+$3.1M
429,142
-1%
清仓
—
ISHARES TR
-$2.6M
0
-100%
清仓
—
ISHARES TR
-$2.5M
0
-100%
减持
DFSE
DIMENSIONAL ETF TRUST
+$2.2M
573,927
-2%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
35,826
+11%
减持
DFSI
DIMENSIONAL ETF TRUST
+$2.1M
874,253
-6%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.0M
204,299
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.0M
133,663
+14%
减持
DFAU
DIMENSIONAL ETF TRUST
+$1.9M
597,517
-2%
建仓
VGT
VANGUARD WORLD FD
+$1.8M
2,743
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.7M
463,633
-18%
减持
DISV
DIMENSIONAL ETF TRUST
+$1.6M
535,870
-3%
减持
MSFT
MICROSOFT CORP
+$1.6M
14,703
-3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.5M
201,187
+13%
减持
AAPL
APPLE INC
-$1.3M
68,883
-1%
增持
QQQ
INVESCO QQQ TR
+$1.3M
2,773
+397%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
0
-100%
减持
DFGR
DIMENSIONAL ETF TRUST
-$1.1M
683,332
-8%
清仓
TYL
TYLER TECHNOLOGIES INC
-$1.0M
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$851.1K
113,868
+28%
减持
DFAT
DIMENSIONAL ETF TRUST
-$826.9K
270,345
-10%
增持
AVGO
BROADCOM INC
+$798.4K
7,347
+0%
增持
AMZN
AMAZON COM INC
+$775.2K
15,639
+12%
减持
DFAE
DIMENSIONAL ETF TRUST
+$743.7K
255,997
-1%
增持
IBDS
ISHARES TR
+$625.6K
157,723
+19%
增持
IBID
ISHARES TR
+$620.6K
233,613
+12%
减持
DCOR
DIMENSIONAL ETF TRUST
-$577.6K
239,017
-11%
增持
IBIC
ISHARES TR
+$563.4K
262,146
+9%
增持
IBDR
ISHARES TR
+$547.9K
174,569
+15%
增持
IBIE
ISHARES TR
+$539.0K
228,678
+10%
增持
IBDT
ISHARES TR
+$529.5K
145,276
+16%
建仓
COF
CAPITAL ONE FINL CORP
+$482.4K
2,267
建仓
UCO
PROSHARES TR II
+$479.6K
21,400
增持
GOOGL
ALPHABET INC
+$376.1K
11,805
+7%
建仓
VHT
VANGUARD WORLD FD
+$373.8K
1,505
清仓
MANH
MANHATTAN ASSOCIATES INC
-$355.3K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$355.2K
35,483
+28%
建仓
HOOD
ROBINHOOD MKTS INC
+$353.1K
3,771
减持
UNH
UNITEDHEALTH GROUP INC
-$342.9K
1,438
-5%
增持
ORCL
ORACLE CORP
+$334.5K
4,066
+3%
减持
V
VISA INC
-$324.8K
3,024
-24%
减持
DFUV
DIMENSIONAL ETF TRUST
-$309.4K
57,684
-14%
建仓
VIS
VANGUARD WORLD FD
+$306.7K
1,095
增持
GOOG
ALPHABET INC
+$296.6K
11,305
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$286.6K
2,278
-13%
清仓
LOW
LOWES COS INC
-$285.4K
0
-100%
减持
DFSB
DIMENSIONAL ETF TRUST
+$284.0K
453,561
-1%
减持
AVRE
AMERICAN CENTY ETF TR
+$282.3K
362,799
-1%
增持
IBIF
ISHARES TR
+$280.8K
186,178
+6%
增持
IBDU
ISHARES TR
+$274.9K
121,063
+10%
建仓
—
FLEX LTD
+$274.3K
5,496
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$266.6K
358,835
-2%
建仓
FIX
COMFORT SYS USA INC
+$249.8K
466
增持
LLY
ELI LILLY & CO
+$245.4K
1,489
+34%
建仓
—
EATON CORP PLC
+$238.5K
668
建仓
NRG
NRG ENERGY INC
+$236.0K
1,470
清仓
SYK
STRYKER CORPORATION
-$235.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$234.8K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$231.4K
2,343
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$228.9K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$218.2K
917
建仓
IEUS
ISHARES TR
+$218.0K
3,248
清仓
—
DISCOVER FINL SVCS
-$215.4K
0
-100%
建仓
CTAS
CINTAS CORP
+$212.5K
953
清仓
AN
AUTONATION INC
-$212.4K
0
-100%
清仓
EQT
EQT CORP
-$212.2K
0
-100%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$210.5K
2,562
建仓
MMM
3M CO
+$209.2K
1,374
清仓
MUSA
MURPHY USA INC
-$205.8K
0
-100%
建仓
TPR
TAPESTRY INC
+$203.6K
2,319
减持
VST
VISTRA CORP
+$183.4K
2,494
-2%
增持
NFLX
NETFLIX INC
+$181.8K
383
+8%
减持
—
EXXON MOBIL CORP
-$166.6K
10,220
-4%
增持
IBIG
ISHARES TR
+$163.0K
172,915
+3%
增持
IBDV
ISHARES TR
+$154.2K
110,913
+5%
减持
DFCF
DIMENSIONAL ETF TRUST
-$150.7K
42,618
-8%
建仓
F
FORD MTR CO
+$148.7K
13,709
增持
SPY
SPDR S&P 500 ETF TR
+$142.3K
2,420
+0%
建仓
—
AMCOR PLC
+$134.4K
14,625
增持
—
ROYAL CARIBBEAN GROUP
+$134.2K
1,143
+5%
减持
—
ACCENTURE PLC IRELAND
-$133.2K
1,445
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$130.2K
2,551
+2%
减持
MRK
MERCK & CO INC
-$125.8K
3,861
-20%
增持
IBMP
ISHARES TR
+$125.5K
142,423
+3%
减持
EME
EMCOR GROUP INC
+$125.2K
887
-6%
减持
COST
COSTCO WHSL CORP NEW
-$121.5K
803
-17%
增持
IBMO
ISHARES TR
+$118.3K
156,480
+3%
增持
IBMQ
ISHARES TR
+$117.8K
87,204
+5%
减持
CVX
CHEVRON CORP NEW
-$116.6K
2,936
-9%
减持
AMGN
AMGEN INC
-$115.8K
3,128
-1%
减持
TRGP
TARGA RES CORP
-$114.5K
2,804
-7%
清仓
VGSR
MANAGER DIRECTED PORTFOLIOS
-$113.7K
0
-100%
增持
IBIH
ISHARES TR
+$113.1K
152,043
+3%
增持
IBDW
ISHARES TR
+$111.0K
96,774
+4%
减持
JNJ
JOHNSON & JOHNSON
-$109.7K
5,363
-4%
增持
WMT
WALMART INC
+$105.7K
9,788
+1%
增持
HWM
HOWMET AEROSPACE INC
+$104.3K
1,815
+1%
减持
MCD
MCDONALDS CORP
-$101.0K
839
-24%
增持
IBMR
ISHARES TR
+$100.7K
77,636
+5%
增持
IBDY
ISHARES TR
+$97.7K
63,626
+5%
增持
IBDX
ISHARES TR
+$96.9K
66,646
+5%
增持
IBII
ISHARES TR
+$96.4K
129,203
+3%
增持
IBIJ
ISHARES TR
+$95.4K
126,878
+3%
减持
PWR
QUANTA SVCS INC
+$88.2K
995
-12%
减持
AMD
ADVANCED MICRO DEVICES INC
+$86.4K
2,210
-0%
增持
ABBV
ABBVIE INC
-$82.6K
3,481
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$80.3K
15,384
+2%
减持
PEP
PEPSICO INC
-$77.4K
3,375
-3%
减持
TXN
TEXAS INSTRS INC
-$77.2K
1,322
-32%
减持
KO
COCA COLA CO
-$77.0K
4,589
-18%
减持
LRCX
LAM RESEARCH CORP
+$70.3K
2,863
-0%
减持
COP
CONOCOPHILLIPS
-$65.0K
4,218
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$64.6K
11,437
-1%
增持
VBR
VANGUARD INDEX FDS
+$56.8K
3,930
+3%
减持
BKNG
BOOKING HOLDINGS INC
+$55.0K
66
-7%
减持
AVIG
AMERICAN CENTY ETF TR
-$50.9K
105,697
-2%
增持
BAC
BANK AMERICA CORP
+$49.7K
8,384
+1%
减持
INTU
INTUIT
+$45.7K
352
-7%
增持
PG
PROCTER AND GAMBLE CO
+$44.3K
4,095
+15%
减持
CSCO
CISCO SYS INC
+$43.4K
6,918
-2%
增持
PM
PHILIP MORRIS INTL INC
+$42.1K
1,330
+5%
减持
WFC
WELLS FARGO CO NEW
+$41.3K
4,994
-0%
减持
DFIV
DIMENSIONAL ETF TRUST
-$37.5K
6,221
-19%
减持
RSG
REPUBLIC SVCS INC
-$32.6K
843
-15%
增持
T
AT&T INC
+$29.8K
27,985
+1%
增持
IBMS
ISHARES TR
+$24.4K
74,232
+0%
减持
RTX
RTX CORPORATION
-$23.7K
2,163
-16%
增持
WMB
WILLIAMS COS INC
+$23.3K
3,933
+5%
减持
—
TRANE TECHNOLOGIES PLC
+$23.3K
637
-16%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$23.2K
859
-9%
增持
IBDZ
ISHARES TR
+$19.8K
53,402
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.9K
12,001
+1%
增持
HD
HOME DEPOT INC
+$17.8K
1,667
+3%
增持
LNG
CHENIERE ENERGY INC
+$14.0K
1,005
+1%
减持
QCOM
QUALCOMM INC
-$14.0K
2,065
-7%
减持
CMCSA
COMCAST CORP NEW
-$13.7K
8,203
-1%
减持
CSX
CSX CORP
-$12.6K
6,407
-15%
减持
DIS
DISNEY WALT CO
+$11.7K
2,268
-17%
增持
ABT
ABBOTT LABS
+$11.6K
3,319
+0%
减持
ADBE
ADOBE INC
-$11.4K
592
-6%
减持
UNP
UNION PAC CORP
-$11.3K
1,260
-1%
减持
GM
GENERAL MTRS CO
+$10.6K
4,865
-0%
增持
DTE
DTE ENERGY CO
-$10.3K
1,958
+0%
