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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 31
增持 55
减持 44
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
DCOR
DIMENSIONAL ETF TRUST
+$43.4M
831,323
+270%
减持
AVUS
AMERICAN CENTY ETF TR
-$40.2M
878,146
-29%
增持
DFSU
DIMENSIONAL ETF TRUST
-$5.6M
2,401,564
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。
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$3.1M
488,298
-9%
减持
IBIJ
ISHARES TR
-$3.0M
16,264
-88%
减持
IBII
ISHARES TR
-$2.9M
30,383
-79%
减持
IBIK
ISHARES TR
-$2.5M
11,580
-89%
增持
IBMT
ISHARES TR
+$2.5M
140,726
+231%
增持
IBIF
ISHARES TR
+$2.0M
318,386
+31%
减持
IBMO
ISHARES TR
-$1.9M
133,110
-36%
增持
IBID
ISHARES TR
+$1.9M
342,509
+25%
增持
AAPL
APPLE INC
-$1.9M
119,454
+1%
增持
GLDM
WORLD GOLD TR
+$1.9M
173,345
+4%
增持
IBIE
ISHARES TR
+$1.8M
333,378
+25%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
32,763
-19%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.8M
324,364
+11%
减持
VGT
VANGUARD WORLD FD
-$1.7M
463
-83%
增持
IBIG
ISHARES TR
+$1.7M
278,489
+29%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
158,751
+1%
增持
MSFT
MICROSOFT CORP
-$1.5M
16,151
+4%
减持
IBDX
ISHARES TR
-$1.4M
27,953
-66%
增持
IBIH
ISHARES TR
+$1.4M
225,656
+29%
增持
IBDS
ISHARES TR
+$1.3M
250,308
+27%
增持
IBDT
ISHARES TR
+$1.2M
234,759
+27%
减持
IBDZ
ISHARES TR
-$1.1M
12,271
-78%
增持
IBDV
ISHARES TR
+$1.1M
212,432
+32%
减持
IBMP
ISHARES TR
-$1.1M
144,063
-23%
减持
DFSI
DIMENSIONAL ETF TRUST
-$994.9K
840,411
-2%
增持
OEF
ISHARES TR
+$986.9K
414,288
+13%
减持
AMZN
AMAZON COM INC
-$975.9K
16,675
-13%
减持
QQQ
INVESCO QQQ TR
-$921.9K
1,270
-53%
增持
IBMS
ISHARES TR
+$917.3K
148,063
+33%
清仓
—
AON PLC
-$891.4K
0
-100%
增持
IBDW
ISHARES TR
+$860.3K
157,872
+37%
增持
AVRE
AMERICAN CENTY ETF TR
+$847.0K
424,242
+4%
增持
IBMQ
ISHARES TR
+$822.8K
160,329
+25%
减持
AVEM
AMERICAN CENTY ETF TR
+$778.6K
352,831
-2%
减持
—
ACCENTURE PLC IRELAND
-$734.5K
2,034
-52%
清仓
EA
ELECTRONIC ARTS INC
-$716.2K
0
-100%
增持
UCO
PROSHARES TR II
+$699.4K
23,400
+105%
增持
—
EXXON MOBIL CORP
+$690.2K
13,060
+3%
清仓
CRM
SALESFORCE INC
-$641.9K
0
-100%
清仓
KVUE
KENVUE INC
-$580.1K
0
-100%
增持
IBIC
ISHARES TR
+$562.5K
330,117
+6%
增持
DFSB
DIMENSIONAL ETF TRUST
+$552.6K
526,362
+2%
减持
META
META PLATFORMS INC
-$551.9K
4,400
-5%
减持
AVDV
AMERICAN CENTY ETF TR
+$541.1K
204,845
-3%
清仓
VHT
VANGUARD WORLD FD
-$535.4K
0
-100%
建仓
RY
ROYAL BK CDA
+$533.1K
3,295
建仓
XLK
SELECT SECTOR SPDR TR
+$531.6K
4,000
减持
DFAT
DIMENSIONAL ETF TRUST
+$527.2K
253,090
-1%
减持
CAT
CATERPILLAR INC
-$513.5K
1,663
-44%
增持
LNG
CHENIERE ENERGY INC
+$434.2K
4,624
+2%
减持
LLY
ELI LILLY & CO
-$417.6K
1,553
-10%
减持
GOOG
ALPHABET INC
-$410.1K
10,867
-3%
减持
DFSV
DIMENSIONAL ETF TRUST
-$407.9K
107,047
-15%
清仓
BBWI
BATH & BODY WORKS INC
-$375.4K
0
-100%
减持
APP
APPLOVIN CORP
-$370.3K
507
-40%
增持
IBDR
ISHARES TR
+$364.3K
228,110
+7%
减持
DISV
DIMENSIONAL ETF TRUST
+$361.9K
457,286
-2%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$348.3K
0
-100%
减持
DUSB
DIMENSIONAL ETF TRUST
-$327.0K
62,455
-9%
建仓
ITW
ILLINOIS TOOL WKS INC
+$311.6K
1,197
建仓
CIEN
CIENA CORP
+$309.0K
796
减持
AVDE
AMERICAN CENTY ETF TR
+$305.6K
456,882
-2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$299.8K
387,281
+2%
增持
GOOGL
ALPHABET INC
-$288.2K
11,840
+0%
建仓
GEV
GE VERNOVA INC
+$286.3K
328
建仓
SNDK
SANDISK CORP
+$284.6K
448
增持
AMGN
AMGEN INC
+$277.1K
4,555
+12%
建仓
EOG
EOG RES INC
+$276.9K
1,915
建仓
HON
HONEYWELL INTL INC
+$269.8K
1,194
增持
JNJ
JOHNSON & JOHNSON
+$268.2K
5,916
+4%
减持
V
VISA INC
-$268.0K
4,089
-5%
建仓
—
TECHNIPFMC PLC
+$265.3K
3,837
建仓
VLO
VALERO ENERGY CORP
+$263.3K
1,066
增持
ORCL
ORACLE CORP
-$263.0K
5,560
+0%
增持
JPM
JPMORGAN CHASE & CO
-$259.9K
9,331
+0%
建仓
CL
COLGATE PALMOLIVE CO
+$258.7K
3,035
清仓
—
CRH PLC
-$248.0K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
+$247.9K
247,630
-1%
增持
LRCX
LAM RESEARCH CORP
+$244.0K
3,442
+20%
建仓
SGOV
ISHARES TR
+$242.5K
2,409
建仓
DFIC
DIMENSIONAL ETF TRUST
+$241.0K
6,782
建仓
VRT
VERTIV HOLDINGS CO
+$237.3K
947
清仓
DKS
DICKS SPORTING GOODS INC
-$235.5K
0
-100%
建仓
IBCA
ISHARES TR
+$235.5K
9,184
清仓
INTU
INTUIT
-$234.9K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$233.9K
25,506
+8%
建仓
COHR
COHERENT CORP
+$232.7K
977
建仓
HWM
HOWMET AEROSPACE INC
+$231.1K
1,003
清仓
LPLA
LPL FINL HLDGS INC
-$227.5K
0
-100%
建仓
IBIL
ISHARES TR
+$227.4K
8,926
清仓
UAL
UNITED AIRLS HLDGS INC
-$226.8K
0
-100%
建仓
BP
BP PLC
+$225.2K
4,792
建仓
TRGP
TARGA RES CORP
+$223.2K
890
清仓
MMM
3M CO
-$220.5K
0
-100%
建仓
HAL
HALLIBURTON CO
+$220.0K
5,642
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$218.9K
0
-100%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$217.8K
6,304
建仓
EQT
EQT CORP
+$214.3K
3,367
建仓
—
NVENT ELEC PLC
+$212.8K
1,800
建仓
CASY
CASEYS GEN STORES INC
+$212.2K
291
建仓
FERG
FERGUSON ENTERPRISES INC
+$211.2K
906
建仓
WWD
WOODWARD INC
+$209.3K
585
建仓
USFD
US FOODS HLDG CORP
+$207.5K
2,250
清仓
DAL
DELTA AIR LINES INC DEL
-$207.4K
0
-100%
建仓
IJS
ISHARES TR
+$207.3K
1,750
清仓
CBRE
CBRE GROUP INC
-$206.3K
0
-100%
清仓
PFE
PFIZER INC
-$204.7K
0
-100%
建仓
SLB
SLB LIMITED
+$204.6K
3,982
清仓
FSLR
FIRST SOLAR INC
-$204.3K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$203.3K
0
-100%
清仓
COR
CENCORA INC
-$202.4K
0
-100%
增持
MRK
MERCK & CO INC
+$190.0K
6,635
+15%
增持
AXP
AMERICAN EXPRESS CO
-$186.7K
3,447
+4%
减持
MPC
MARATHON PETE CORP
-$179.8K
1,184
-59%
减持
DFAI
DIMENSIONAL ETF TRUST
+$177.0K
414,246
-1%
增持
MCK
MCKESSON CORP
+$175.8K
442
+75%
增持
COP
CONOCOPHILLIPS
+$175.7K
4,326
+2%
减持
AVIG
AMERICAN CENTY ETF TR
-$168.9K
101,015
-3%
减持
HOOD
ROBINHOOD MKTS INC
-$166.6K
3,795
-0%
增持
PWR
QUANTA SVCS INC
+$151.5K
778
+19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$145.4K
2,421
-2%
增持
MU
MICRON TECHNOLOGY INC
+$145.3K
2,520
+2%
增持
AMAT
APPLIED MATLS INC
+$144.0K
1,692
+0%
增持
WDC
WESTERN DIGITAL CORP
+$142.4K
1,432
+1%
减持
DFGR
DIMENSIONAL ETF TRUST
-$136.6K
646,029
-1%
增持
AVGO
BROADCOM INC
-$135.3K
3,707
+0%
增持
T
AT&T INC
+$133.0K
28,276
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$132.8K
12,023
+4%
增持
WM
WASTE MGMT INC DEL
+$129.2K
1,808
+39%
减持
WMT
WALMART INC
+$126.0K
9,799
-0%
增持
KLAC
KLA CORP
+$125.0K
443
+2%
增持
PG
PROCTER & GAMBLE CO
+$124.1K
6,065
+16%
减持
COF
CAPITAL ONE FINL CORP
-$120.0K
1,861
-2%
建仓
INV
INNVENTURE INC
+$119.1K
30,460
增持
GLW
CORNING INC
+$116.4K
2,401
+0%
减持
ABT
ABBOTT LABORATORIES
-$113.4K
3,009
-11%
减持
CVX
CHEVRON CORPORATION
+$112.5K
2,935
-10%
减持
BKNG
BOOKING HOLDINGS INC
-$110.8K
50
-17%
增持
COST
COSTCO WHOLESALE CORPORATION
+$108.2K
710
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$101.9K
873
+0%
减持
EME
EMCOR GROUP INC
+$97.7K
777
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$97.0K
615
+8%
减持
PH
PARKER-HANNIFIN CORP
-$94.4K
412
-22%
增持
MA
MASTERCARD INCORPORATED
-$90.1K
1,593
+3%
减持
DIS
DISNEY WALT CO
-$87.1K
2,393
-14%
减持
ABBV
ABBVIE INC
-$83.2K
3,391
-6%
增持
QCOM
QUALCOMM INC
-$73.8K
3,341
+13%
