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Quotient Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Quotient Wealth Partners, LLC
报告期 2026-03-31 · CIK 0002004904
持仓数
377
前50大市值合计
$3.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 43
减持 67
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$68.4M
3,453,540
+22%
增持
ABFL
TRIMTABS ETF TR
+$40.7M
2,809,092
+22%
减持
VOO
VANGUARD INDEX FDS
-$39.6M
63,015
-61%
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
IVV
ISHARES TR
+$37.3M
513,370
+5%
增持
SPYV
SPDR SER TR
+$36.9M
2,932,245
+24%
增持
HEFA
ISHARES TR
+$29.4M
4,179,076
+13%
增持
IEFA
ISHARES TR
+$29.2M
2,814,820
+10%
增持
BINC
BLACKROCK ETF TRUST II
+$27.8M
3,023,452
+21%
增持
AGG
ISHARES TR
+$27.4M
2,067,506
+17%
减持
BSV
VANGUARD BD INDEX FDS
-$25.2M
97,291
-77%
增持
USMV
ISHARES TR
+$18.5M
939,829
+22%
减持
GOVT
ISHARES TR
-$18.1M
121,101
-87%
增持
MBB
ISHARES TR
+$15.1M
1,662,621
+13%
增持
IGSB
ISHARES TR
+$14.2M
2,192,298
+14%
减持
BIV
VANGUARD BD INDEX FDS
-$12.7M
45,857
-78%
增持
XLV
SELECT SECTOR SPDR TR
+$12.2M
350,143
+21%
增持
IYW
ISHARES TR
+$11.0M
369,014
+17%
减持
VTV
VANGUARD INDEX FDS
-$10.5M
82,684
-48%
减持
IGIB
ISHARES TR
-$10.0M
36,482
-84%
减持
VUG
VANGUARD INDEX FDS
-$9.2M
48,684
-42%
增持
EMXC
ISHARES INC
+$7.3M
514,663
+28%
增持
STIP
ISHARES TR
+$7.2M
429,049
+19%
减持
DBEF
DBX ETF TR
-$5.9M
238,139
-44%
减持
—
EXXON MOBIL CORP
+$5.9M
608,928
-6%
减持
VNQ
VANGUARD INDEX FDS
-$4.3M
18,976
-72%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$4.3M
28,946
-77%
减持
IUSB
ISHARES TR
-$4.0M
126,078
-40%
增持
MUNI
PIMCO ETF TR
+$3.9M
309,112
+33%
增持
IJR
ISHARES TR
+$3.7M
469,588
+5%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
7,798
+5%
减持
SHM
SPDR SER TR
-$2.9M
85,100
-41%
减持
AAPL
APPLE INC
-$2.9M
74,525
-9%
增持
MUB
ISHARES TR
+$2.9M
183,577
+18%
减持
VBR
VANGUARD INDEX FDS
-$2.7M
17,472
-48%
增持
MEAR
ISHARES U S ETF TR
+$2.6M
235,505
+28%
增持
TLT
ISHARES TR
+$2.5M
448,852
+11%
减持
ADBE
ADOBE INC
-$2.5M
4,985
-40%
减持
IJS
ISHARES TR
-$2.5M
8,472
-74%
增持
IEMG
ISHARES INC
+$2.4M
959,333
+3%
减持
EFV
ISHARES TR
-$2.2M
42,626
-51%
减持
IJT
ISHARES TR
-$2.1M
20,576
-46%
减持
QUAL
ISHARES TR
-$2.0M
14,986
-50%
增持
VTEB
VANGUARD MUN BD FDS
+$2.0M
314,732
+15%
减持
NKE
NIKE INC
-$1.9M
29,864
-31%
减持
JNK
SPDR SER TR
-$1.9M
489,114
-4%
减持
CL
COLGATE PALMOLIVE CO
-$1.8M
9,922
-70%
减持
BIIB
BIOGEN INC
-$1.8M
7,793
-41%
减持
NVO
NOVO-NORDISK A S
-$1.8M
27,817
-46%
减持
—
ACCENTURE PLC IRELAND
-$1.7M
10,232
-31%
减持
TFLO
ISHARES TR
-$1.7M
17,506
-65%
增持
CVX
CHEVRON CORP NEW
+$1.7M
43,064
+25%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.7M
6,337
-85%
减持
SBUX
STARBUCKS CORP
-$1.6M
30,660
-34%
减持
EFG
ISHARES TR
-$1.5M
40,536
-31%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.4M
20,489
-41%
减持
GD
GENERAL DYNAMICS CORP
-$1.4M
10,212
-38%
增持
—
PIONEER NAT RES CO
+$1.3M
5,859
+539%
减持
—
UNILEVER PLC
-$1.3M
37,612
-42%
减持
—
MEDTRONIC PLC
-$1.3M
25,673
-40%
减持
V
VISA INC
-$1.3M
15,877
-27%
减持
GOOGL
ALPHABET INC
-$1.2M
36,406
-24%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
6,036
-47%
减持
HD
HOME DEPOT INC
-$1.1M
12,292
-27%
减持
HYMB
SPDR SER TR
-$1.1M
83,463
-35%
增持
PSX
PHILLIPS 66
+$1.1M
35,575
+0%
增持
WMT
WALMART INC
-$1.1M
51,448
+95%
增持
META
META PLATFORMS INC
+$1.0M
6,753
+7%
增持
AMZN
AMAZON COM INC
+$1.0M
32,180
+2%
减持
JNJ
JOHNSON & JOHNSON
-$940.5K
21,352
-22%
减持
HYG
ISHARES TR
-$898.8K
3,007
-79%
减持
ORCL
ORACLE CORP
-$885.1K
24,990
-35%
增持
SHYM
BLACKROCK ETF TRUST II
+$855.6K
216,150
+20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$854.3K
14,875
-25%
增持
IJH
ISHARES TR
-$837.2K
20,470
+173%
减持
PG
PROCTER AND GAMBLE CO
-$813.0K
22,769
-26%
减持
RTX
RTX CORPORATION
-$747.3K
42,626
-27%
增持
PEP
PEPSICO INC
+$712.7K
10,564
+58%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$692.9K
12,336
减持
TSLA
TESLA INC
-$687.1K
6,665
-11%
增持
JPM
JPMORGAN CHASE & CO
+$675.4K
10,141
+27%
减持
S
SENTINELONE INC
-$655.3K
92,239
-10%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$625.9K
5,052
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$588.3K
7,982
-49%
清仓
TQQQ
PROSHARES TR
-$584.9K
0
-100%
减持
EMGF
ISHARES INC
-$578.9K
10,581
-57%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$572.6K
0
-100%
减持
LQD
ISHARES TR
-$561.7K
3,682
-58%
减持
ESGU
ISHARES TR
-$540.6K
7,449
-44%
增持
GOOG
ALPHABET INC
+$535.4K
12,829
+28%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$526.2K
4,605
-60%
建仓
PYLD
PIMCO ETF TR
+$520.1K
20,191
建仓
PWRD
TCW TRANSFORM ETF TRUST
+$485.0K
7,089
减持
SLB
SCHLUMBERGER LTD
-$475.8K
38,205
-23%
清仓
FLOT
ISHARES TR
-$473.1K
0
-100%
减持
LLY
ELI LILLY & CO
+$472.2K
2,655
-3%
清仓
SMB
VANECK ETF TRUST
-$443.0K
0
-100%
增持
MRK
MERCK & CO INC
+$438.1K
9,489
+27%
减持
JKHY
HENRY JACK & ASSOC INC
-$430.2K
2,028
-58%
建仓
TRV
TRAVELERS COMPANIES INC
+$429.6K
1,867
清仓
HUM
HUMANA INC
-$429.4K
0
-100%
建仓
KNSL
KINSALE CAP GROUP INC
+$423.5K
807
建仓
APO
APOLLO GLOBAL MGMT INC
+$419.1K
3,727
建仓
WMB
WILLIAMS COS INC
+$418.1K
10,730
减持
GVI
ISHARES TR
-$406.7K
4,485
-46%
减持
DIS
DISNEY WALT CO
-$392.9K
27,468
-34%
增持
AVGO
BROADCOM INC
+$391.9K
1,311
+9%
清仓
NVR
NVR INC
-$385.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$378.0K
35,209
-8%
减持
DEO
DIAGEO PLC
-$370.6K
10,454
-21%
减持
TXN
TEXAS INSTRS INC
-$361.9K
21,798
-11%
减持
OEF
ISHARES TR
-$346.2K
3,088
-38%
建仓
AME
AMETEK INC
+$338.2K
1,849
建仓
VMC
VULCAN MATLS CO
+$336.8K
1,234
建仓
TLH
ISHARES TR
+$331.5K
3,156
建仓
NOC
NORTHROP GRUMMAN CORP
+$329.3K
688
增持
WM
WASTE MGMT INC DEL
+$324.4K
2,915
+76%
清仓
SUB
ISHARES TR
-$321.8K
0
-100%
清仓
KMX
CARMAX INC
-$319.3K
0
-100%
减持
OKE
ONEOK INC NEW
-$316.5K
8,575
-40%
增持
LMT
LOCKHEED MARTIN CORP
+$314.5K
2,737
+33%
减持
TIP
ISHARES TR
-$313.8K
5,388
-35%
增持
SPY
SPDR S&P 500 ETF TR
+$310.5K
1,517
+49%
增持
—
LINDE PLC
+$309.9K
1,797
+41%
增持
CMCSA
COMCAST CORP NEW
+$309.2K
20,178
+56%
建仓
MET
METLIFE INC
+$304.0K
4,102
清仓
SHYG
ISHARES TR
-$300.9K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$297.9K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$295.4K
0
-100%
减持
NDAQ
NASDAQ INC
-$285.5K
11,750
-33%
建仓
C
CITIGROUP INC
+$284.8K
4,504
清仓
IEF
ISHARES TR
-$284.8K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$282.8K
2,189
-21%
建仓
ZTS
ZOETIS INC
+$277.2K
1,638
建仓
PPG
PPG INDS INC
+$272.0K
1,877
减持
KKR
KKR & CO INC
-$271.4K
2,405
-61%
建仓
REGN
REGENERON PHARMACEUTICALS
+$268.5K
279
建仓
MU
MICRON TECHNOLOGY INC
+$266.4K
2,260
清仓
—
LABORATORY CORP AMER HLDGS
-$262.7K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$261.4K
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$260.0K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$253.9K
0
-100%
建仓
LEN
LENNAR CORP
+$252.1K
1,466
减持
IFRA
ISHARES TR
-$249.8K
4,622
-59%
建仓
DHI
D R HORTON INC
+$249.3K
1,515
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$247.1K
0
-100%
建仓
CI
THE CIGNA GROUP
+$245.2K
675
建仓
USB
US BANCORP DEL
+$245.0K
5,481
增持
TMUS
T-MOBILE US INC
+$244.7K
2,727
+118%
清仓
EFAV
ISHARES TR
-$243.7K
0
-100%
增持
KO
COCA COLA CO
+$243.1K
12,638
+41%
