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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 42
减持 78
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IEFA
ISHARES TR
-$59.9M
2,051,264
-27%
增持
XLE
SELECT SECTOR SPDR TR
+$50.7M
561,794
+9538%
增持
IVV
ISHARES TR
+$48.7M
582,181
+13%
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
IEMG
ISHARES INC
+$48.4M
1,828,342
+91%
减持
XLV
SELECT SECTOR SPDR TR
-$47.1M
31,507
-91%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$44.3M
985,763
减持
IGSB
ISHARES TR
-$42.6M
1,363,566
-38%
减持
JNK
SPDR SER TR
-$40.2M
67,496
-86%
增持
TIP
ISHARES TR
+$39.0M
370,846
+6783%
减持
EMXC
ISHARES INC
-$27.6M
34,451
-93%
增持
AGG
ISHARES TR
+$22.6M
2,318,385
+12%
减持
SPYG
SPDR SER TR
+$15.1M
3,340,951
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$14.3M
3,312,444
+10%
增持
MBB
ISHARES TR
+$13.7M
1,822,529
+10%
减持
VOO
VANGUARD INDEX FDS
-$11.3M
37,951
-40%
增持
ABFL
TRIMTABS ETF TR
+$8.7M
2,956,192
+5%
增持
TLT
ISHARES TR
+$7.9M
548,650
+22%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$7.9M
155,107
增持
SPYV
SPDR SER TR
+$6.3M
3,142,304
+7%
减持
BSV
VANGUARD BD INDEX FDS
-$6.0M
19,320
-80%
减持
MEAR
ISHARES U S ETF TR
-$5.6M
124,184
-47%
增持
USMV
ISHARES TR
+$4.2M
985,076
+5%
增持
TLH
ISHARES TR
+$4.1M
42,866
+1258%
减持
IUSB
ISHARES TR
-$3.9M
41,966
-67%
减持
SHM
SPDR SER TR
-$3.4M
13,783
-84%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
84,160
+979%
减持
VTV
VANGUARD INDEX FDS
-$2.9M
66,141
-20%
减持
BIV
VANGUARD BD INDEX FDS
-$2.8M
9,088
-80%
减持
AAPL
APPLE INC
+$2.8M
73,837
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$2.6M
370,151
+18%
减持
IYW
ISHARES TR
+$2.4M
347,203
-6%
减持
—
EXXON MOBIL CORP
-$2.2M
596,009
-2%
减持
HD
HOME DEPOT INC
-$2.0M
7,908
-36%
减持
NVO
NOVO-NORDISK A S
-$1.9M
11,396
-59%
减持
DIS
DISNEY WALT CO
-$1.9M
14,479
-47%
减持
STIP
ISHARES TR
-$1.9M
410,143
-4%
清仓
GNMA
ISHARES TR
-$1.7M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$1.7M
6,145
-40%
减持
SBUX
STARBUCKS CORP
-$1.7M
14,422
-53%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.7M
11,262
-24%
减持
GD
GENERAL DYNAMICS CORP
-$1.6M
4,343
-57%
减持
NKE
NIKE INC
-$1.6M
15,953
-47%
清仓
—
PIONEER NAT RES CO
-$1.5M
0
-100%
减持
GOVT
ISHARES TR
-$1.5M
56,771
-53%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
13,222
-38%
减持
V
VISA INC
-$1.4M
11,459
-28%
减持
—
MEDTRONIC PLC
-$1.4M
10,481
-59%
增持
MUNI
INTER MUN BD ACT
+$1.4M
337,987
+9%
减持
EFV
ISHARES TR
-$1.3M
18,747
-56%
减持
—
UNILEVER PLC
-$1.3M
11,048
-71%
减持
ADBE
ADOBE INC
-$1.2M
2,340
-53%
建仓
SMMU
PIMCO ETF TR
+$1.2M
23,887
减持
VUG
VANGUARD INDEX FDS
-$1.2M
41,650
-14%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.2M
29,848
-30%
减持
WMT
WALMART INC
-$1.1M
28,752
-44%
减持
VBR
VANGUARD INDEX FDS
-$1.1M
12,157
-30%
减持
ORCL
ORACLE CORP
-$1.1M
14,426
-42%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
6,487
-66%
减持
DBEF
DBX ETF TR
-$1.1M
209,356
-12%
减持
BIIB
BIOGEN INC
-$1.1M
2,629
-66%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.0M
6,058
-70%
减持
IGIB
ISHARES TR
-$1.0M
16,846
-54%
增持
AMZN
AMAZON COM INC
+$1.0M
35,285
+10%
减持
QUAL
ISHARES TR
-$983.1K
8,666
-42%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$960.3K
6,395
-78%
减持
PG
PROCTER AND GAMBLE CO
-$957.4K
16,595
-27%
增持
GOOG
ALPHABET INC
+$928.8K
15,713
+22%
减持
COP
CONOCOPHILLIPS
-$883.0K
42,206
-6%
减持
DEO
DIAGEO PLC
-$880.4K
5,350
-49%
减持
MSFT
MICROSOFT CORP
+$819.9K
34,978
-1%
增持
AVGO
BROADCOM INC
+$784.7K
1,571
+20%
增持
LLY
ELI LILLY & CO
+$753.4K
3,113
+17%
减持
HYMB
SPDR SER TR
-$710.6K
56,353
-32%
减持
EFG
ISHARES TR
-$701.0K
34,274
-15%
减持
ACWI
ISHARES TR
-$696.2K
6,116
-51%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$692.9K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$675.4K
22,993
+5%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$661.3K
10,784
建仓
FBCG
FIDELITY COVINGTON TRUST
+$652.9K
15,383
建仓
SCHG
SCHWAB STRATEGIC TR
+$645.6K
6,402
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$625.9K
0
-100%
减持
HEFA
ISHARES TR
-$615.5K
4,082,428
-2%
减持
MUB
ISHARES TR
-$615.2K
179,612
-2%
清仓
CVS
CVS HEALTH CORP
-$605.0K
0
-100%
增持
META
META PLATFORMS INC
+$585.8K
7,665
+14%
减持
VBK
VANGUARD INDEX FDS
-$568.8K
4,017
-33%
减持
TFLO
ISHARES TR
-$558.6K
6,490
-63%
增持
JPM
JPMORGAN CHASE & CO
+$551.0K
12,767
+26%
减持
CL
COLGATE PALMOLIVE CO
-$531.3K
3,732
-62%
建仓
SPXL
DIREXION SHS ETF TR
+$528.9K
3,621
增持
WMB
WILLIAMS COS INC
+$528.6K
22,276
+108%
增持
SRE
SEMPRA
+$517.5K
11,949
+119%
增持
APO
APOLLO GLOBAL MGMT INC
+$516.4K
7,923
+113%
清仓
—
HEARTLAND FINL USA INC
-$513.2K
0
-100%
减持
IVE
ISHARES TR
-$510.7K
23,499
-8%
增持
DYNF
BLACKROCK ETF TRUST
+$498.5K
15,126
+218%
减持
GOOGL
ALPHABET INC
+$498.3K
32,902
-10%
减持
PEP
PEPSICO INC
-$492.5K
8,224
-22%
减持
ARES
ARES MANAGEMENT CORPORATION
-$482.3K
3,462
-51%
清仓
GVI
ISHARES TR
-$466.3K
0
-100%
建仓
SAP
SAP SE
+$454.7K
2,254
建仓
APD
AIR PRODS & CHEMS INC
+$448.2K
1,737
减持
RSG
REPUBLIC SVCS INC
-$446.5K
2,247
-51%
减持
POOL
POOL CORP
-$442.2K
775
-54%
增持
KO
COCA COLA CO
+$438.5K
19,036
+51%
增持
TMUS
T-MOBILE US INC
+$438.4K
5,015
+84%
减持
ROP
ROPER TECHNOLOGIES INC
-$434.5K
642
-55%
减持
IJH
ISHARES TR
-$430.5K
13,890
-32%
减持
—
BLACKROCK INC
-$420.8K
729
-39%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$417.8K
7,256
减持
FSV
FIRSTSERVICE CORP NEW
-$417.3K
1,737
-58%
增持
WM
WASTE MGMT INC DEL
+$410.2K
4,835
+66%
增持
UNH
UNITEDHEALTH GROUP INC
+$404.2K
3,534
+25%
减持
NDAQ
NASDAQ INC
-$401.7K
5,637
-52%
清仓
LQD
ISHARES TR
-$401.0K
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$400.3K
1,901
-47%
清仓
SHY
ISHARES TR
-$398.2K
0
-100%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$396.0K
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$390.7K
4,022
+81%
减持
—
THOMSON REUTERS CORP.
-$386.1K
2,180
-55%
增持
ENB
ENBRIDGE INC
+$383.3K
17,409
+167%
减持
TSCO
TRACTOR SUPPLY CO
-$379.8K
1,690
-47%
减持
CME
CME GROUP INC
-$377.9K
2,001
-44%
减持
DG
DOLLAR GEN CORP NEW
-$371.7K
2,530
-44%
增持
KLAC
KLA CORP
+$367.6K
955
+59%
建仓
EFX
EQUIFAX INC
+$361.3K
1,490
增持
SHYM
BLACKROCK ETF TRUST II
+$357.6K
230,130
+6%
清仓
JKHY
HENRY JACK & ASSOC INC
-$352.4K
0
-100%
减持
—
STERIS PLC
-$351.5K
1,362
-53%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$348.1K
1,044
增持
—
LINDE PLC
+$342.9K
2,683
+49%
增持
AVB
AVALONBAY CMNTYS INC
+$340.5K
2,750
+123%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$339.4K
1,723
减持
SLB
SCHLUMBERGER LTD
-$338.3K
37,213
-3%
建仓
BND
VANGUARD BD INDEX FDS
+$338.3K
4,695
增持
MRK
MERCK & CO INC
+$335.9K
12,827
+35%
减持
MA
MASTERCARD INCORPORATED
-$330.4K
4,292
-7%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$326.2K
4,260
增持
QQQ
INVESCO QQQ TR
+$318.8K
1,299
+90%
建仓
DTE
DTE ENERGY CO
+$318.5K
2,869
增持
T
AT&T INC
+$315.3K
56,140
+30%
建仓
EIX
EDISON INTL
+$306.9K
4,273
增持
VMC
VULCAN MATLS CO
+$302.6K
2,571
+108%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$300.5K
4,184
-48%
减持
OKE
ONEOK INC NEW
-$293.9K
4,826
-44%
建仓
SHW
SHERWIN WILLIAMS CO
+$288.9K
968
增持
TRV
TRAVELERS COMPANIES INC
+$285.6K
3,517
+88%
建仓
VRSK
VERISK ANALYTICS INC
+$283.8K
1,053
减持
CRM
SALESFORCE INC
-$283.0K
4,520
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$282.3K
4,548
+3%
