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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 130 项
建仓 27
增持 62
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AVUS
AMERICAN CENTY ETF TR
+$17.7M
1,190,992
+7%
增持
DFSU
DIMENSIONAL ETF TRUST
+$7.8M
2,400,105
+0%
增持
AAPL
APPLE INC
+$6.9M
82,793
+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。
增持
AVEM
AMERICAN CENTY ETF TR
+$3.5M
339,002
+6%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.3M
444,211
+4%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.8M
248,411
+23%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.3M
145,283
+9%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.3M
207,295
+1%
增持
DFSB
DIMENSIONAL ETF TRUST
+$2.2M
487,052
+7%
增持
GLDM
WORLD GOLD TR
+$1.7M
100,325
+11%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.5M
521,430
-13%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
37,606
+5%
减持
DFSE
DIMENSIONAL ETF TRUST
+$1.3M
562,822
-2%
增持
IBMP
ISHARES TR
+$1.2M
187,639
+32%
增持
IBIF
ISHARES TR
+$1.1M
227,910
+22%
增持
IBMR
ISHARES TR
+$1.1M
120,758
+56%
增持
IBMQ
ISHARES TR
+$1.1M
129,646
+49%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.1M
384,991
+6%
增持
IBDU
ISHARES TR
+$1.1M
167,228
+38%
增持
IBMO
ISHARES TR
+$1.1M
198,861
+27%
建仓
IBMT
ISHARES TR
+$1.1M
41,662
增持
IBMS
ISHARES TR
+$919.5K
108,294
+46%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$892.2K
373,096
+4%
增持
IBIC
ISHARES TR
+$879.6K
296,317
+13%
减持
GOOGL
ALPHABET INC
+$779.7K
11,765
-0%
增持
GOOG
ALPHABET INC
+$769.1K
11,392
+1%
增持
IBDR
ISHARES TR
+$755.1K
205,283
+18%
增持
IBID
ISHARES TR
+$752.3K
261,765
+12%
增持
IBIE
ISHARES TR
+$742.2K
255,222
+12%
增持
IBDT
ISHARES TR
+$722.3K
173,008
+19%
减持
DFAT
DIMENSIONAL ETF TRUST
+$713.9K
262,872
-3%
减持
DISV
DIMENSIONAL ETF TRUST
-$686.6K
474,893
-11%
增持
IBDS
ISHARES TR
+$673.0K
184,919
+17%
减持
VTI
VANGUARD INDEX FDS
+$586.2K
24,353
-0%
减持
DFSI
DIMENSIONAL ETF TRUST
+$566.1K
855,197
-2%
增持
IBIG
ISHARES TR
+$565.5K
192,684
+11%
增持
IBDV
ISHARES TR
+$529.4K
133,964
+21%
增持
IBIH
ISHARES TR
+$493.7K
169,510
+11%
减持
DFAE
DIMENSIONAL ETF TRUST
+$470.9K
249,983
-2%
减持
DFGR
DIMENSIONAL ETF TRUST
-$460.9K
654,445
-4%
减持
DFAI
DIMENSIONAL ETF TRUST
-$460.8K
428,252
-8%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$359.9K
1,668
减持
DCOR
DIMENSIONAL ETF TRUST
+$359.6K
227,105
-5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$296.1K
114,549
+1%
增持
IBDW
ISHARES TR
+$290.4K
109,638
+13%
建仓
IEFA
ISHARES TR
+$286.9K
3,286
建仓
NEM
NEWMONT CORP
+$280.5K
3,327
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$257.4K
1,411
建仓
CMI
CUMMINS INC
+$256.9K
608
建仓
C
CITIGROUP INC
+$238.6K
2,351
建仓
ANET
ARISTA NETWORKS INC
+$230.1K
1,579
建仓
GEV
GE VERNOVA INC
+$229.4K
373
清仓
ADBE
ADOBE INC
-$229.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$227.6K
1,181
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$227.4K
469
建仓
—
MR COOPER GROUP INC
+$221.5K
1,051
建仓
XEL
XCEL ENERGY INC
+$219.9K
2,727
建仓
MTZ
MASTEC INC
+$218.6K
1,027
建仓
BNY
BANK NEW YORK MELLON CORP
+$218.1K
2,001
建仓
DTM
DT MIDSTREAM INC
+$217.4K
1,923
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$216.9K
517
建仓
LOW
LOWES COS INC
+$215.3K
857
建仓
BLK
BLACKROCK INC
+$214.6K
184
清仓
ELV
ELEVANCE HEALTH INC
-$214.2K
0
-100%
清仓
CTAS
CINTAS CORP
-$212.5K
0
-100%
建仓
AN
AUTONATION INC
+$209.1K
956
清仓
CRM
SALESFORCE INC
-$208.9K
0
-100%
建仓
HUBB
HUBBELL INC
+$208.5K
485
清仓
RSG
REPUBLIC SVCS INC
-$207.9K
0
-100%
建仓
EVR
EVERCORE INC
+$205.7K
610
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$205.6K
871
建仓
—
JOHNSON CTLS INTL PLC
+$203.0K
1,846
建仓
CBRE
CBRE GROUP INC
+$201.7K
1,280
建仓
AZO
AUTOZONE INC
+$201.6K
47
建仓
INTC
INTEL CORP
+$201.5K
6,005
清仓
PAYX
PAYCHEX INC
-$200.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$177.5K
3,850
+31%
增持
ABBV
ABBVIE INC
+$161.0K
3,486
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$157.7K
58,103
+1%
减持
COST
COSTCO WHSL CORP NEW
-$152.6K
694
-14%
增持
QQQ
INVESCO QQQ TR
+$141.3K
2,784
+0%
清仓
—
AMCOR PLC
-$134.4K
0
-100%
增持
DTE
DTE ENERGY CO
+$116.3K
2,656
+36%
增持
IBII
ISHARES TR
+$113.6K
132,453
+3%
增持
LRCX
LAM RESEARCH CORP
+$104.8K
2,864
+0%
减持
JNJ
JOHNSON & JOHNSON
-$100.1K
3,878
-28%
增持
DFAC
DIMENSIONAL ETF TRUST
+$97.0K
35,487
+0%
增持
AMZN
AMAZON COM INC
+$93.3K
16,051
+3%
减持
NFLX
NETFLIX INC
-$87.3K
355
-7%
增持
IBIJ
ISHARES TR
+$84.3K
128,895
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$84.3K
1,055
-27%
减持
DFCF
DIMENSIONAL ETF TRUST
-$83.6K
40,164
-6%
增持
IBDX
ISHARES TR
+$82.7K
69,002
+4%
减持
CMCSA
COMCAST CORP NEW
-$75.2K
6,924
-16%
增持
IBIK
ISHARES TR
+$66.3K
109,151
+1%
减持
TRGP
TARGA RES CORP
-$64.9K
2,526
-10%
增持
VBR
VANGUARD INDEX FDS
+$63.7K
3,977
+1%
减持
COF
CAPITAL ONE FINL CORP
-$61.4K
1,980
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$60.3K
2,311
+5%
减持
HD
HOME DEPOT INC
+$60.2K
1,657
-1%
增持
IVV
ISHARES TR
+$59.8K
812
+4%
增持
APH
AMPHENOL CORP NEW
+$58.8K
2,345
+0%
增持
IBDZ
ISHARES TR
+$57.1K
54,874
+3%
增持
PEP
PEPSICO INC
+$54.9K
3,563
+6%
减持
EME
EMCOR GROUP INC
+$49.8K
807
-9%
增持
IBDY
ISHARES TR
+$45.5K
64,572
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$41.4K
11,572
+1%
增持
AMGN
AMGEN INC
+$40.7K
3,239
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$33.4K
13,428
-13%
减持
AVIG
AMERICAN CENTY ETF TR
+$33.0K
105,326
-0%
增持
PG
PROCTER AND GAMBLE CO
+$32.9K
4,461
+9%
减持
TXN
TEXAS INSTRS INC
-$32.9K
1,315
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$26.3K
554
+3%
减持
HON
HONEYWELL INTL INC
-$24.0K
989
-1%
减持
—
ROYAL CARIBBEAN GROUP
-$19.8K
1,045
-9%
增持
T
AT&T INC
-$18.9K
28,009
+0%
减持
PGR
PROGRESSIVE CORP
-$17.1K
830
-0%
减持
F
FORD MTR CO
+$15.2K
13,708
-0%
增持
DIS
DISNEY WALT CO
+$15.0K
2,587
+14%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$13.4K
857
-0%
增持
—
EATON CORP PLC
+$11.9K
669
+0%
减持
PWR
QUANTA SVCS INC
+$9.6K
931
-6%
减持
ABT
ABBOTT LABS
-$7.4K
3,315
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$6.6K
567
-5%
减持
MCD
MCDONALDS CORP
+$6.2K
827
-1%
增持
MMM
3M CO
+$4.1K
1,375
+0%
增持
WMB
WILLIAMS COS INC
+$2.2K
3,934
+0%
增持
KO
COCA COLA CO
-$1.8K
4,868
+6%
减持
VIS
VANGUARD WORLD FD
+$1.2K
1,039
-5%
增持
GILD
GILEAD SCIENCES INC
+$662
3,351
+0%
