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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 36
增持 74
减持 23
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.1M
118,439
+43%
建仓
OEF
ISHARES TR
+$9.0M
367,126
增持
AVUS
AMERICAN CENTY ETF TR
+$8.4M
1,233,508
+4%
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
GLDM
WORLD GOLD TR
+$6.5M
166,254
+66%
清仓
IBDU
ISHARES TR
-$3.9M
0
-100%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.4M
467,157
+5%
清仓
IBMR
ISHARES TR
-$3.1M
0
-100%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.4M
2,401,491
+0%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.2M
359,031
+6%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.9M
291,229
+17%
清仓
IBDY
ISHARES TR
-$1.7M
0
-100%
减持
DFSI
DIMENSIONAL ETF TRUST
+$1.6M
854,904
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
156,845
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.5M
211,926
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.2M
536,348
+3%
减持
AVGO
BROADCOM INC
-$1.1M
3,706
-50%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
9,325
+49%
增持
CAT
CATERPILLAR INC
+$952.1K
2,953
+91%
增持
AMZN
AMAZON COM INC
+$924.5K
19,274
+20%
建仓
—
AON PLC
+$891.4K
2,526
建仓
Q
QNITY ELECTRONICS INC
+$854.1K
10,461
增持
GOOGL
ALPHABET INC
+$833.0K
11,799
+0%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$818.0K
12,837
增持
—
ACCENTURE PLC IRELAND
+$781.5K
4,241
+193%
减持
GOOG
ALPHABET INC
+$752.9K
11,241
-1%
增持
DFSB
DIMENSIONAL ETF TRUST
+$737.5K
515,112
+6%
减持
DISV
DIMENSIONAL ETF TRUST
+$724.6K
465,092
-2%
建仓
EA
ELECTRONIC ARTS INC
+$716.2K
3,505
增持
LLY
ELI LILLY & CO
+$709.9K
1,718
+15%
增持
AVRE
AMERICAN CENTY ETF TR
+$703.7K
409,559
+6%
建仓
CRM
SALESFORCE INC
+$641.9K
2,423
增持
LNG
CHENIERE ENERGY INC
+$641.7K
4,516
+349%
建仓
AFL
AFLAC INC
+$633.5K
5,745
增持
IBDV
ISHARES TR
+$592.8K
161,308
+20%
建仓
KVUE
KENVUE INC
+$580.1K
33,629
增持
DFGR
DIMENSIONAL ETF TRUST
-$564.8K
655,113
+0%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$537.5K
2,243
增持
META
META PLATFORMS INC
+$537.3K
4,649
+35%
建仓
CVS
CVS HEALTH CORP
+$522.9K
6,589
增持
DFSV
DIMENSIONAL ETF TRUST
+$511.6K
126,447
+10%
增持
IBIG
ISHARES TR
+$504.5K
216,711
+12%
建仓
EMR
EMERSON ELEC CO
+$487.7K
3,675
增持
NVDA
NVIDIA CORPORATION
+$482.6K
40,210
+7%
增持
V
VISA INC
+$471.5K
4,288
+42%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$468.4K
5,135
增持
JNJ
JOHNSON & JOHNSON
+$458.9K
5,692
+47%
增持
AXP
AMERICAN EXPRESS CO
+$446.1K
3,323
+41%
清仓
TRGP
TARGA RES CORP
-$423.3K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$416.0K
14,433
增持
AMGN
AMGEN INC
+$411.5K
4,050
+25%
增持
LOW
LOWES COS INC
+$406.1K
2,577
+201%
减持
DFAI
DIMENSIONAL ETF TRUST
+$395.0K
418,840
-2%
建仓
BBWI
BATH & BODY WORKS INC
+$375.4K
18,697
增持
—
EXXON MOBIL CORP
+$373.2K
12,677
+24%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$362.5K
379,844
+2%
清仓
HWM
HOWMET AEROSPACE INC
-$356.2K
0
-100%
建仓
NVS
NOVARTIS AG
+$353.4K
2,564
增持
KO
COCA COLA CO
+$349.3K
9,614
+97%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$348.3K
9,414
建仓
TROW
PRICE T ROWE GROUP INC
+$320.0K
3,126
增持
IBDX
ISHARES TR
+$313.1K
81,510
+18%
增持
IBIC
ISHARES TR
+$310.8K
312,885
+6%
清仓
VIS
VANGUARD WORLD FD
-$307.8K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$306.5K
988
增持
MU
MICRON TECHNOLOGY INC
+$294.4K
2,474
+1%
增持
IBDT
ISHARES TR
+$289.9K
184,838
+7%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$286.9K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$285.7K
990
增持
MRK
MERCK & CO INC
+$284.0K
5,777
+50%
增持
IBIF
ISHARES TR
+$277.1K
242,938
+7%
增持
BAC
BANK AMERICA CORP
+$276.0K
12,883
+54%
增持
IBDS
ISHARES TR
+$274.8K
196,694
+6%
减持
UCO
PROSHARES TR II
-$260.8K
11,400
-47%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$257.4K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
+$254.9K
249,827
-0%
增持
IBMO
ISHARES TR
+$251.9K
208,864
+5%
建仓
ROST
ROSS STORES INC
+$251.7K
1,397
建仓
—
CRH PLC
+$248.0K
1,987
建仓
PANW
PALO ALTO NETWORKS INC
+$246.5K
1,338
建仓
WDC
WESTERN DIGITAL CORP
+$245.0K
1,422
增持
MPC
MARATHON PETE CORP
+$241.2K
2,883
+144%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$235.8K
4,372
增持
PM
PHILIP MORRIS INTL INC
+$234.0K
2,804
+111%
减持
DFCF
DIMENSIONAL ETF TRUST
-$232.0K
34,901
-13%
建仓
UPS
UNITED PARCEL SERVICE INC
+$230.1K
2,320
清仓
GEV
GE VERNOVA INC
-$229.4K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$227.7K
1,108
建仓
UAL
UNITED AIRLS HLDGS INC
+$226.8K
2,028
清仓
—
MR COOPER GROUP INC
-$221.5K
0
-100%
增持
IBII
ISHARES TR
+$219.8K
143,997
+9%
减持
DCOR
DIMENSIONAL ETF TRUST
+$217.8K
224,850
-1%
清仓
CMCSA
COMCAST CORP NEW
-$217.6K
0
-100%
清仓
BLK
BLACKROCK INC
-$214.6K
0
-100%
增持
CSCO
CISCO SYS INC
+$212.6K
8,904
+29%
建仓
FDX
FEDEX CORP
+$211.2K
731
建仓
GLW
CORNING INC
+$210.1K
2,399
清仓
AN
AUTONATION INC
-$209.1K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$208.1K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$207.4K
2,989
建仓
MCK
MCKESSON CORP
+$206.7K
252
建仓
FCX
FREEPORT-MCMORAN INC
+$206.4K
4,064
清仓
EVR
EVERCORE INC
-$205.7K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$205.0K
0
-100%
建仓
PFE
PFIZER INC
+$204.7K
8,220
建仓
FSLR
FIRST SOLAR INC
+$204.3K
782
建仓
MEDP
MEDPACE HLDGS INC
+$203.3K
362
建仓
COR
CENCORA INC
+$202.4K
599
清仓
AZO
AUTOZONE INC
-$201.6K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$189.7K
720
+54%
增持
IBDR
ISHARES TR
+$176.7K
213,170
+4%
减持
DFUS
DIMENSIONAL ETF TRUST
+$176.6K
104,854
-0%
增持
IBIE
ISHARES TR
+$170.7K
266,498
+4%
增持
IBID
ISHARES TR
+$168.5K
273,037
+4%
增持
PEP
PEPSICO INC
+$162.4K
4,618
+30%
增持
QCOM
QUALCOMM INC
+$160.6K
2,947
+43%
增持
VHT
VANGUARD WORLD FD
+$144.7K
1,860
+24%
增持
SCHW
SCHWAB CHARLES CORP
+$141.1K
4,935
+34%
增持
MSFT
MICROSOFT CORP
-$134.3K
15,469
+5%
减持
FIX
COMFORT SYS USA INC
-$129.8K
273
-41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$123.0K
2,320
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$122.4K
53,107
-9%
增持
IBDW
ISHARES TR
+$117.4K
115,552
+5%
减持
APP
APPLOVIN CORP
-$111.3K
849
-11%
增持
HOOD
ROBINHOOD MKTS INC
-$110.4K
3,798
+1%
减持
PWR
QUANTA SVCS INC
-$110.2K
653
-30%
增持
LRCX
LAM RESEARCH CORP
+$108.0K
2,871
+0%
减持
T
AT&T INC
-$104.2K
27,646
-1%
减持
CVX
CHEVRON CORP NEW
-$103.1K
3,246
-16%
增持
GM
GENERAL MTRS CO
+$101.2K
4,892
+1%
增持
AMAT
APPLIED MATLS INC
+$88.7K
1,690
+0%
增持
VST
VISTRA CORP
-$85.9K
2,496
+0%
增持
WMT
WALMART INC
+$83.1K
9,800
+0%
增持
IBMS
ISHARES TR
+$82.9K
111,557
+3%
减持
AMP
AMERIPRISE FINL INC
-$80.5K
1,018
-14%
减持
AVIG
AMERICAN CENTY ETF TR
-$67.0K
104,122
-1%
增持
PG
PROCTER AND GAMBLE CO
+$66.6K
5,247
+18%
减持
—
ROYAL CARIBBEAN GROUP
-$65.9K
976
-7%
增持
PH
PARKER-HANNIFIN CORP
+$64.5K
527
+0%
增持
MS
MORGAN STANLEY
+$62.8K
3,346
+0%
增持
ORCL
ORACLE CORP
-$62.6K
5,546
+36%
增持
URI
UNITED RENTALS INC
-$62.3K
435
+0%
增持
STLD
STEEL DYNAMICS INC
+$62.2K
2,066
+0%
增持
KLAC
KLA CORP
+$60.3K
434
+0%
减持
IBMP
ISHARES TR
-$59.3K
185,933
-1%
增持
TMUS
T-MOBILE US INC
-$58.7K
1,627
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$56.6K
11,559
-4%
增持
IBIH
ISHARES TR
+$55.5K
175,346
+3%
增持
CMI
CUMMINS INC
+$54.1K
609
+0%
减持
IBMQ
ISHARES TR
-$53.7K
127,876
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$49.7K
2,292
-5%
