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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 84
减持 28
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$55.3M
3,626,169
+0%
增持
IVV
ISHARES TR
+$39.9M
580,421
+2%
增持
ABFL
TRIMTABS ETF TR
+$23.4M
3,099,347
+1%
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
IEFA
ISHARES TR
+$17.8M
2,087,616
+1%
增持
IEMG
ISHARES INC
+$14.0M
1,981,509
+2%
增持
SPYV
SPDR SER TR
+$14.0M
4,384,101
+4%
增持
IYW
ISHARES TR
+$13.0M
382,977
+1%
增持
HEFA
ISHARES TR
+$10.1M
3,855,668
+3%
增持
—
EXXON MOBIL CORP
-$6.1M
630,138
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$5.8M
3,254,573
+3%
增持
AGG
ISHARES TR
+$5.2M
2,063,134
+2%
增持
MSFT
MICROSOFT CORP
+$5.2M
34,584
+8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.1M
3,286,565
+3%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
97,387
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$4.5M
1,127,534
+3%
增持
IJR
ISHARES TR
+$4.3M
548,113
+3%
增持
TLT
ISHARES TR
+$3.4M
676,939
+9%
增持
MBB
ISHARES TR
+$3.4M
1,492,641
+2%
增持
TAFI
AB ACTIVE ETFS INC
+$3.0M
178,649
+193%
减持
TLH
ISHARES TR
-$2.9M
21,692
-55%
增持
MUB
ISHARES TR
+$2.7M
219,648
+15%
增持
USMV
ISHARES TR
+$2.4M
1,019,605
+2%
减持
VUG
VANGUARD INDEX FDS
+$2.3M
38,802
-2%
增持
AVGO
BROADCOM INC
+$2.3M
18,391
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$2.2M
2,938
-84%
增持
STIP
ISHARES TR
+$1.9M
928,140
+3%
增持
IGSB
ISHARES TR
+$1.8M
1,493,865
+2%
增持
META
META PLATFORMS INC
+$1.7M
8,762
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
6,325
+108%
减持
AAPL
APPLE INC
-$1.5M
74,685
-1%
增持
TSLA
TESLA INC
+$1.5M
13,469
+25%
增持
PDS
PRECISION DRILLING CORP
+$1.4M
96,557
+41%
减持
CVX
CHEVRON CORP NEW
-$1.3M
41,202
-4%
减持
VOO
VANGUARD INDEX FDS
+$1.2M
32,961
-4%
增持
MEAR
ISHARES U S ETF TR
+$1.1M
177,362
+14%
增持
AMZN
AMAZON COM INC
+$1.1M
36,739
+0%
增持
NFLX
NETFLIX INC
+$1.1M
2,138
+11%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
14,216
+14%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
5,704
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$908.3K
2,400
-24%
减持
IVW
ISHARES TR
+$837.2K
50,981
-1%
增持
SMMU
PIMCO ETF TR
+$774.8K
145,958
+11%
减持
ORCL
ORACLE CORP
+$772.9K
10,112
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$764.3K
12,074
+16%
增持
MUNI
INTER MUN BD ACT
+$688.9K
302,947
+5%
清仓
EMXC
ISHARES INC
-$682.8K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$657.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$639.8K
32,261
-1%
增持
FBCG
FIDELITY COVINGTON TRUST
+$627.9K
48,937
+13%
增持
COP
CONOCOPHILLIPS
-$594.9K
41,699
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$561.5K
478,904
+4%
减持
IWF
ISHARES TR
+$543.5K
8,825
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$530.0K
2,595
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$504.7K
11,873
+1%
增持
VTI
VANGUARD INDEX FDS
+$502.7K
5,383
+31%
增持
TIP
ISHARES TR
+$481.5K
409,268
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$463.3K
5,678
+17%
清仓
EDV
VANGUARD WORLD FD
-$455.2K
0
-100%
增持
PWRD
TCW TRANSFORM ETF TRUST
+$437.8K
15,601
+12%
增持
DYNF
BLACKROCK ETF TRUST
+$432.3K
38,221
+13%
增持
EFA
ISHARES TR
+$426.0K
26,187
+12%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$425.5K
0
-100%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$424.6K
27,447
+18%
增持
GE
GENERAL ELECTRIC CO
+$421.0K
5,515
+11%
减持
SLB
SCHLUMBERGER LTD
-$415.2K
44,076
-3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$409.3K
181,152
+4%
增持
GEV
GE VERNOVA INC
+$401.0K
1,423
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$399.4K
14,861
+69%
清仓
PLD
PROLOGIC INC.
-$391.7K
0
-100%
增持
APH
AMPHENOL CORP NEW
+$378.3K
9,051
+15%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$370.1K
1,475
减持
INTU
INTUIT
+$359.4K
2,310
-3%
增持
BAC
BANK AMERICA CORP
+$347.9K
41,159
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$343.7K
7,435
+7%
增持
HYMB
SPDR SER TR
+$330.1K
71,109
+25%
增持
QQQ
INVESCO QQQ TR
+$325.9K
1,814
+26%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$309.2K
9,548
-22%
增持
COST
COSTCO WHSL CORP NEW
+$308.8K
2,471
+9%
建仓
HOOD
ROBINHOOD MKTS INC
+$305.0K
3,257
增持
CAT
CATERPILLAR INC
+$303.8K
2,830
+17%
减持
PEP
PEPSICO INC
-$301.7K
4,131
-27%
增持
AXP
AMERICAN EXPRESS CO
+$301.3K
2,952
+24%
建仓
MSTR
MICROSTRATEGY INC
+$298.2K
738
建仓
SCHD
SCHWAB STRATEGIC TR
+$296.4K
11,184
建仓
NEM
NEWMONT CORP
+$289.0K
4,961
清仓
UNG
UNITED STS NAT GAS FD LP
-$286.6K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$285.4K
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$282.2K
4,465
+20%
建仓
URI
UNITED RENTALS INC
+$282.1K
374
建仓
COIN
COINBASE GLOBAL INC
+$281.4K
803
增持
BA
BOEING CO
+$278.5K
2,309
+92%
增持
GLD
SPDR GOLD TR
+$275.5K
1,686
+104%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$269.9K
24,223
+17%
建仓
SNPS
SYNOPSYS INC
+$268.3K
523
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$266.9K
2,444
减持
GOOG
ALPHABET INC
+$266.9K
16,685
-3%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$265.7K
0
-100%
增持
ABT
ABBOTT LABS
+$262.9K
9,430
+23%
建仓
SCHA
SCHWAB STRATEGIC TR
+$260.7K
10,306
建仓
NET
CLOUDFLARE INC
+$258.5K
1,320
减持
TXN
TEXAS INSTRS INC
+$256.1K
20,540
-8%
增持
SHEL
SHELL PLC
+$255.5K
7,268
+108%
增持
MS
MORGAN STANLEY
+$252.4K
5,082
+28%
增持
WFC
WELLS FARGO CO NEW
+$251.4K
14,585
+14%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$250.7K
3,080
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$250.4K
940
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$250.2K
910
-27%
增持
JNK
SPDR SER TR
+$248.1K
64,692
+2%
建仓
APP
APPLOVIN CORP
+$247.7K
708
建仓
O
REALTY INCOME CORP
+$241.5K
4,192
增持
—
EATON CORP PLC
+$241.5K
1,677
+28%
增持
PM
PHILIP MORRIS INTL INC
+$241.3K
5,195
+17%
增持
BKNG
BOOKING HOLDINGS INC
+$241.0K
130
+18%
增持
C
CITIGROUP INC
+$236.9K
7,670
+31%
建仓
—
JOHNSON CTLS INTL PLC
+$234.2K
2,217
减持
UNP
UNION PAC CORP
-$233.5K
3,176
-22%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$232.9K
24,380
-3%
清仓
—
AON PLC
-$232.3K
0
-100%
增持
EMGF
ISHARES INC
+$230.8K
36,390
+2%
建仓
CSX
CSX CORP
+$228.4K
7,000
建仓
—
THOMSON REUTERS CORP
+$226.3K
1,125
建仓
RBLX
ROBLOX CORP
+$221.2K
2,102
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$219.6K
1,784
+37%
减持
JNJ
JOHNSON & JOHNSON
-$218.8K
12,476
-3%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$217.0K
4,544
建仓
IDXX
IDEXX LABS INC
+$212.1K
395
减持
FISV
FISERV INC
-$211.2K
3,167
-8%
建仓
VRT
VERTIV HOLDINGS CO
+$210.3K
1,637
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$208.4K
1,018
清仓
LULU
LULULEMON ATHLETICA INC
-$205.7K
0
-100%
清仓
GNMA
ISHARES TR
-$204.2K
0
-100%
清仓
SHOP
SHOPIFY INC
-$203.2K
0
-100%
增持
HD
HOME DEPOT INC
+$202.7K
7,053
+8%
建仓
DHI
D R HORTON INC
+$202.3K
1,569
建仓
CBRE
CBRE GROUP INC
+$201.6K
1,439
清仓
VLO
VALERO ENERGY CORP
-$201.3K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$199.3K
6,125
+33%
增持
CSCO
CISCO SYS INC
+$198.4K
14,325
+11%
减持
NKE
NIKE INC
-$195.5K
8,072
-33%
减持
UBER
UBER TECHNOLOGIES INC
+$194.7K
10,033
-1%
增持
NOW
SERVICENOW INC
+$194.3K
782
+2%
增持
AMAT
APPLIED MATLS INC
+$194.3K
3,095
+21%
减持
AXON
AXON ENTERPRISE INC
-$189.7K
300
-64%
减持
WMT
WALMART INC
+$183.0K
23,618
-2%
增持
MA
MASTERCARD INCORPORATED
+$181.0K
4,964
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$179.1K
1,886
+26%
增持
PWR
QUANTA SVCS INC
+$178.4K
1,290
+6%
减持
MELI
MERCADOLIBRE INC
+$178.1K
318
-5%
减持
PANW
PALO ALTO NETWORKS INC
+$177.4K
8,883
-8%
增持
BP
BP PLC
-$168.4K
61,901
+3%
