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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 55
减持 54
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$19.9M
3,473,756
+1%
增持
IVV
ISHARES TR
+$11.1M
603,616
+1%
增持
IEFA
ISHARES TR
-$10.8M
2,147,652
+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
IEMG
ISHARES INC
-$6.9M
1,937,149
+3%
减持
—
EXXON MOBIL CORP
-$6.3M
577,422
-1%
增持
TLT
ISHARES TR
-$4.6M
577,474
+3%
增持
ABFL
TRIMTABS ETF TR
+$4.1M
3,026,476
+0%
增持
HEFA
ISHARES TR
+$4.1M
4,417,002
+5%
增持
IYW
ISHARES TR
+$3.6M
364,362
+1%
增持
SPYV
SPDR SER TR
-$3.4M
3,245,646
+1%
增持
AGG
ISHARES TR
-$2.5M
2,447,183
+3%
增持
AMZN
AMAZON COM INC
+$2.2M
37,056
+16%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
85,839
+10%
增持
AAPL
APPLE INC
+$1.9M
75,669
+3%
增持
TSLA
TESLA INC
+$1.8M
11,014
+10%
增持
MBB
ISHARES TR
-$1.8M
1,923,148
+3%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
37,948
+7%
减持
XLV
SELECT SECTOR SPDR TR
-$1.5M
19,879
-27%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
595,248
+5%
增持
USMV
ISHARES TR
-$1.4M
1,013,519
+1%
增持
GOOGL
ALPHABET INC
+$1.2M
34,624
+7%
增持
AVGO
BROADCOM INC
+$1.2M
17,112
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$1.1M
405,061
+8%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.0M
31,812
-18%
增持
STIP
ISHARES TR
+$948.8K
433,812
+3%
增持
FBCG
FIDELITY COVINGTON TRUST
+$942.1K
38,743
+95%
增持
GOOG
ALPHABET INC
+$920.1K
17,524
+21%
减持
VUG
VANGUARD INDEX FDS
+$907.2K
39,901
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$855.7K
3,522,133
+3%
减持
PSX
PHILLIPS 66
-$847.2K
35,674
-5%
增持
FBND
FIDELITY MERRIMACK STR TR
-$804.4K
1,050,303
+2%
减持
QUAL
ISHARES TR
-$762.1K
4,647
-48%
建仓
BLK
BLACKROCK INC
+$757.1K
739
减持
MUB
ISHARES TR
-$690.7K
200,316
-1%
减持
MUNI
INTER MUN BD ACT
-$661.4K
368,856
-1%
增持
IJR
ISHARES TR
-$655.1K
495,154
+0%
增持
SMMU
PIMCO ETF TR
+$623.3K
35,633
+56%
减持
IXC
ISHARES TR
-$612.6K
15,872
-47%
清仓
SPXL
DIREXION SHS ETF TR
-$595.1K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$576.4K
5,655
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$557.7K
160,426
+8%
增持
MPC
MARATHON PETE CORP
+$500.9K
6,473
+162%
减持
BSV
VANGUARD BD INDEX FDS
-$500.2K
5,824
-52%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$499.6K
12,223
+7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$497.6K
5,580
-22%
减持
TXN
TEXAS INSTRS INC
-$475.0K
22,428
-1%
增持
FVAL
FIDELITY COVINGTON TRUST
+$452.1K
16,599
+77%
建仓
ANET
ARISTA NETWORKS INC
+$438.2K
3,965
减持
IVE
ISHARES TR
-$438.1K
23,131
-6%
减持
MSFT
MICROSOFT CORP
-$418.9K
33,176
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$418.6K
3,574
-6%
减持
JNJ
JOHNSON & JOHNSON
-$413.6K
12,097
-9%
增持
NFLX
NETFLIX INC
+$405.7K
1,827
+6%
增持
JPM
JPMORGAN CHASE & CO
+$397.5K
12,954
+1%
建仓
—
ASML HOLDING N V
+$392.3K
566
增持
SHEL
SHELL PLC
+$373.0K
9,902
+164%
清仓
BIIB
BIOGEN INC
-$370.2K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$368.3K
8,985
-6%
减持
VTV
VANGUARD INDEX FDS
-$365.3K
62,782
-0%
增持
TLH
ISHARES TR
+$355.9K
49,946
+18%
增持
CRM
SALESFORCE INC
+$352.1K
4,825
+5%
清仓
REGN
REGENERON PHARMACEUTICALS
-$348.0K
0
-100%
清仓
EGY
VAALCO ENERGY INC
-$346.8K
0
-100%
减持
V
VISA INC
+$340.3K
10,220
-3%
增持
EMGF
ISHARES INC
+$339.4K
23,594
+61%
增持
META
META PLATFORMS INC
+$339.0K
7,989
+5%
清仓
—
ARISTA NETWORKS INC
-$329.6K
0
-100%
减持
ORCL
ORACLE CORP
-$325.2K
10,830
-13%
增持
PWRD
TCW TRANSFORM ETF TRUST
+$324.1K
13,040
+55%
清仓
ELV
ELEVANCE HEALTH INC
-$322.9K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$309.7K
4,287
减持
MRK
MERCK & CO INC
-$308.1K
9,246
-14%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$304.9K
8,288
+87%
建仓
ITOT
ISHARES TR
+$303.5K
2,360
减持
CVX
CHEVRON CORP NEW
-$302.1K
41,928
-3%
减持
—
LINDE PLC
-$297.1K
2,372
-12%
减持
AMT
AMERICAN TOWER CORP NEW
-$295.3K
2,675
-21%
减持
COP
CONOCOPHILLIPS
-$292.5K
41,189
-1%
减持
IVW
ISHARES TR
-$290.7K
51,759
-11%
减持
EMXC
ISHARES INC
-$289.5K
24,684
-9%
清仓
LEN
LENNAR CORP
-$286.5K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$285.5K
25,304
-14%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$282.3K
2,556
建仓
—
ROYAL CARIBBEAN GROUP
+$281.9K
1,222
减持
KO
COCA COLA CO
-$280.3K
16,861
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$280.0K
32,853
+43%
减持
S
SENTINELONE INC
-$274.5K
55,291
-12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$263.7K
8,649
+98%
减持
PEP
PEPSICO INC
-$261.9K
6,242
-12%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$261.7K
3,500
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$259.5K
992
-21%
建仓
KMI
KINDER MORGAN INC DEL
+$253.8K
9,261
建仓
LULU
LULULEMON ATHLETICA INC
+$253.2K
662
清仓
—
STERIS PLC
-$249.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$248.3K
14,333
-6%
增持
IGSB
ISHARES TR
+$247.0K
1,420,926
+2%
建仓
SNOW
SNOWFLAKE INC
+$243.9K
1,579
减持
APO
APOLLO GLOBAL MGMT INC
-$238.1K
3,314
-47%
建仓
AMP
AMERIPRISE FINL INC
+$238.0K
447
增持
MA
MASTERCARD INCORPORATED
+$237.2K
5,011
+3%
减持
EFV
ISHARES TR
-$236.7K
14,421
-16%
建仓
GNMA
ISHARES TR
+$235.4K
5,483
减持
GD
GENERAL DYNAMICS CORP
-$235.1K
3,409
-9%
减持
UBER
UBER TECHNOLOGIES INC
-$234.2K
7,823
-17%
增持
LLY
ELI LILLY & CO
-$230.8K
3,154
+5%
减持
HD
HOME DEPOT INC
-$229.0K
7,133
-4%
清仓
ESGU
ISHARES TR
-$228.8K
0
-100%
增持
BAC
BANK AMERICA CORP
+$225.7K
38,571
+4%
减持
WMB
WILLIAMS COS INC
-$225.4K
13,163
-36%
建仓
EQT
EQT CORP
+$223.8K
4,854
建仓
APP
APPLOVIN CORP
+$221.5K
684
减持
KLAC
KLA CORP
-$219.3K
849
-13%
增持
NOW
SERVICENOW INC
+$218.3K
864
+11%
减持
WMT
WALMART INC
+$217.6K
24,714
-1%
清仓
TDG
TRANSDIGM GROUP INC
-$216.9K
0
-100%
清仓
KVUE
KENVUE INC
-$216.6K
0
-100%
增持
TIP
ISHARES TR
-$215.1K
394,570
+3%
增持
COST
COSTCO WHSL CORP NEW
+$214.3K
2,241
+8%
减持
ADBE
ADOBE INC
-$212.6K
2,112
-5%
建仓
CSX
CSX CORP
+$211.9K
6,567
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$210.4K
2,037
建仓
SQ
BLOCK INC
+$210.2K
2,473
建仓
MCK
MCKESSON CORP
+$209.7K
368
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$209.1K
846
减持
DBEF
DBX ETF TR
-$208.4K
195,673
-1%
减持
EFA
ISHARES TR
-$208.0K
24,636
-1%
清仓
POOL
POOL CORP
-$207.2K
0
-100%
减持
IWF
ISHARES TR
+$206.0K
8,896
-1%
清仓
O
REALTY INCOME CORP
-$205.2K
0
-100%
建仓
MSCI
MSCI INC
+$204.6K
341
建仓
ABNB
AIRBNB INC
+$204.3K
1,555
清仓
FSV
FIRSTSERVICE CORP NEW
-$203.6K
0
-100%
建仓
MTUM
ISHARES TR
+$203.4K
983
建仓
FTNT
FORTINET INC
+$202.0K
2,138
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$201.1K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$200.7K
0
-100%
建仓
DASH
DOORDASH INC
+$200.5K
1,195
减持
SRE
SEMPRA
-$199.6K
8,745
-24%
减持
ENB
ENBRIDGE INC
-$196.0K
12,255
-30%
减持
ZTS
ZOETIS INC
-$191.7K
3,095
-13%
增持
CSCO
CISCO SYS INC
+$187.1K
10,703
+28%
减持
BDX
BECTON DICKINSON & CO
-$183.7K
2,601
-19%
减持
FCX
FREEPORT-MCMORAN INC
-$183.2K
9,834
-12%
减持
SBUX
STARBUCKS CORP
-$181.6K
9,079
-12%
减持
VMC
VULCAN MATLS CO
-$178.4K
1,752
-30%
减持
PSA
PUBLIC STORAGE
-$178.0K
1,001
-24%
增持
WFC
WELLS FARGO CO NEW
+$178.0K
12,068
+2%
减持
NKE
NIKE INC
-$164.9K
11,511
-2%
增持
DYNF
BLACKROCK ETF TRUST
+$162.8K
32,016
+7%
增持
CARR
CARRIER GLOBAL CORPORATION
-$159.4K
14,702
+2%
