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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 65
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$28.7M
581,307
+0%
减持
SPYG
SPDR SER TR
+$23.1M
3,528,500
-3%
增持
SPYV
SPDR SER TR
+$22.1M
4,546,337
+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
HEFA
ISHARES TR
+$13.9M
4,045,438
+5%
增持
AGG
ISHARES TR
+$13.8M
2,179,161
+6%
增持
IEMG
ISHARES INC
+$13.1M
2,002,990
+1%
增持
IEFA
ISHARES TR
+$12.7M
2,141,415
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$11.4M
3,499,147
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$10.8M
3,432,142
+5%
增持
MBB
ISHARES TR
+$9.5M
1,572,615
+5%
增持
ABFL
TRIMTABS ETF TR
+$8.4M
3,163,546
+2%
增持
IJR
ISHARES TR
+$6.4M
558,076
+2%
增持
USMV
ISHARES TR
+$6.3M
1,072,213
+5%
增持
STIP
ISHARES TR
+$6.2M
984,113
+6%
增持
TLT
ISHARES TR
+$6.2M
737,552
+9%
减持
IYW
ISHARES TR
+$5.9M
368,681
-4%
增持
AAPL
APPLE INC
+$4.7M
78,703
+5%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
103,247
+6%
增持
IGSB
ISHARES TR
+$3.7M
1,556,430
+4%
建仓
VG
VENTURE GLOBAL INC
+$3.6M
256,623
增持
MUB
ISHARES TR
+$3.6M
249,538
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$3.2M
1,155,778
+3%
增持
TIP
ISHARES TR
+$2.6M
428,562
+5%
减持
—
EXXON MOBIL CORP
+$2.6M
625,479
-1%
减持
GOOGL
ALPHABET INC
+$2.1M
32,169
-0%
增持
TSLA
TESLA INC
+$2.0M
14,211
+6%
减持
VUG
VANGUARD INDEX FDS
+$1.5M
38,620
-0%
增持
GOOG
ALPHABET INC
+$1.3M
17,619
+6%
增持
CVX
CHEVRON CORP NEW
+$1.3M
46,271
+12%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
32,623
-1%
增持
AVGO
BROADCOM INC
+$1.1M
18,821
+2%
增持
MSFT
MICROSOFT CORP
+$1.1M
35,377
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
8,215
+53%
减持
HYMB
SPDR SER TR
-$931.7K
33,309
-53%
增持
MEAR
ISHARES U S ETF TR
+$855.4K
193,455
+9%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$648.2K
168,027
-7%
减持
—
ACCENTURE PLC IRELAND
-$632.4K
3,337
-31%
增持
GS
GOLDMAN SACHS GROUP INC
+$623.8K
5,853
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$616.7K
12,403
+3%
增持
COST
COSTCO WHSL CORP NEW
+$583.7K
3,273
+32%
增持
JNJ
JOHNSON & JOHNSON
+$573.8K
13,372
+7%
增持
BND
VANGUARD BD INDEX FDS
+$568.0K
11,011
+223%
减持
TXN
TEXAS INSTRS INC
-$552.6K
20,202
-2%
增持
JPM
JPMORGAN CHASE & CO
+$516.6K
14,704
+3%
减持
VTV
VANGUARD INDEX FDS
+$508.7K
60,255
-1%
减持
IVW
ISHARES TR
+$478.3K
50,458
-1%
增持
AMZN
AMAZON COM INC
+$476.7K
38,880
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$438.2K
9,229
+24%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$432.0K
18,694
-23%
增持
SPY
SPDR S&P 500 ETF TR
+$426.3K
3,046
+17%
减持
V
VISA INC
-$421.2K
9,604
-8%
减持
ADBE
ADOBE INC
-$416.6K
1,434
-40%
增持
OEF
ISHARES TR
+$413.3K
14,078
+0%
减持
ABBV
ABBVIE INC
+$372.5K
8,199
-0%
减持
DBEF
DBX ETF TR
+$371.6K
187,263
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$360.7K
461,753
-4%
减持
INTU
INTUIT
-$348.5K
2,153
-7%
增持
META
META PLATFORMS INC
+$344.8K
9,275
+6%
增持
XEL
XCEL ENERGY INC
+$316.5K
24,950
+0%
建仓
MP
MP MATERIALS CORP
+$307.2K
4,581
增持
APP
APPLOVIN CORP
+$301.4K
764
+8%
建仓
JAAA
JANUS DETROIT STR TR
+$300.5K
5,918
建仓
VLO
VALERO ENERGY CORP
+$295.9K
1,738
减持
SCHG
SCHWAB STRATEGIC TR
+$291.7K
128,552
-1%
减持
PSX
PHILLIPS 66
+$284.8K
36,862
-7%
增持
BP
BP PLC
+$282.0K
61,946
+0%
减持
ORCL
ORACLE CORP
+$281.5K
8,862
-12%
减持
MUNI
INTER MUN BD ACT
+$277.9K
302,932
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$277.7K
39,852
+4%
清仓
PAYX
PAYCHEX INC
-$265.1K
0
-100%
减持
IWF
ISHARES TR
+$262.2K
8,559
-3%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$260.3K
3,539
增持
IVE
ISHARES TR
+$259.4K
23,048
+0%
增持
SHYM
BLACKROCK ETF TRUST II
+$257.2K
271,049
+4%
减持
ZTS
ZOETIS INC
-$252.5K
2,954
-33%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$250.7K
0
-100%
减持
CRM
SALESFORCE INC
-$250.2K
4,780
-6%
建仓
ALB
ALBEMARLE CORP
+$249.6K
3,078
建仓
VEEV
VEEVA SYS INC
+$249.0K
836
减持
PG
PROCTER AND GAMBLE CO
-$248.9K
11,962
-9%
建仓
NSC
NORFOLK SOUTHN CORP
+$248.6K
827
清仓
ABNB
AIRBNB INC
-$248.2K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$246.7K
1,244
建仓
PLD
PROLOGIS INC.
+$246.1K
2,149
减持
FICO
FAIR ISAAC CORP
-$243.6K
713
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$242.5K
1,634
-9%
增持
BAC
BANK AMERICA CORP
+$242.3K
42,450
+3%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$241.4K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$240.1K
5,517
+0%
清仓
BRO
BROWN & BROWN INC
-$234.5K
0
-100%
清仓
WDAY
WORKDAY INC
-$233.6K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$233.6K
5,697
+5%
清仓
ACWX
ISHARES TR
-$230.4K
0
-100%
清仓
—
THOMSON REUTERS CORP
-$226.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$224.9K
2,042
+13%
建仓
CMI
CUMMINS INC
+$223.0K
528
建仓
EBAY
EBAY INC.
+$222.6K
2,448
增持
ADSK
AUTODESK INC
+$221.8K
1,714
+64%
建仓
OXY
OCCIDENTAL PETE CORP
+$221.2K
4,681
建仓
EUSA
ISHARES INC
+$218.6K
2,123
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$217.0K
0
-100%
清仓
OGE
OGE ENERGY CORP
-$216.8K
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC
+$216.5K
2,243
减持
CAT
CATERPILLAR INC
+$216.5K
2,756
-3%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$215.5K
1,531
建仓
ETR
ENTERGY CORP NEW
+$213.9K
2,295
增持
WMT
WALMART INC
+$208.9K
24,435
+3%
建仓
MKL
MARKEL GROUP INC
+$208.6K
109
建仓
TQQQ
PROSHARES TR
+$208.3K
2,015
建仓
FSV
FIRSTSERVICE CORP NEW
+$208.0K
1,092
清仓
MSCI
MSCI INC
-$207.6K
0
-100%
建仓
CRAI
CRA INTL INC
+$206.2K
989
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$205.7K
1,031
建仓
LEN
LENNAR CORP
+$204.9K
1,626
减持
SBUX
STARBUCKS CORP
-$204.7K
8,651
-15%
建仓
VFQY
VANGUARD WELLINGTON FD
+$204.2K
1,354
增持
ANET
ARISTA NETWORKS INC
+$203.4K
4,203
+5%
增持
FQAL
FIDELITY COVINGTON TRUST
+$203.1K
39,184
+0%
增持
HOOD
ROBINHOOD MKTS INC
+$202.4K
3,544
+9%
建仓
BKR
BAKER HUGHES COMPANY
+$202.3K
4,153
减持
CARR
CARRIER GLOBAL CORPORATION
-$200.7K
14,605
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$198.5K
6,266
-1%
减持
ABT
ABBOTT LABS
-$195.8K
8,115
-14%
增持
IJT
ISHARES TR
+$190.6K
22,057
+0%
增持
BA
BOEING CO
+$187.7K
3,111
+35%
增持
NFLX
NETFLIX INC
-$186.1K
2,233
+4%
增持
INTC
INTEL CORP
+$183.5K
12,928
+16%
减持
FISV
FISERV INC
-$183.2K
2,814
-11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$182.9K
17,192
+16%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$181.0K
1,345
-44%
减持
CMCSA
COMCAST CORP NEW
-$172.9K
17,749
-13%
减持
FBCG
FIDELITY COVINGTON TRUST
+$172.4K
47,207
-4%
增持
MU
MICRON TECHNOLOGY INC
+$172.0K
3,188
+9%
减持
NVO
NOVO-NORDISK A S
-$166.6K
8,914
-7%
减持
AMT
AMERICAN TOWER CORP NEW
-$162.9K
2,048
-19%
减持
COP
CONOCOPHILLIPS
+$160.9K
41,262
-1%
增持
NEM
NEWMONT CORP
+$158.1K
5,304
+7%
增持
PEP
PEPSICO INC
+$157.9K
5,008
+21%
减持
SYK
STRYKER CORPORATION
-$156.4K
2,977
-6%
增持
MPC
MARATHON PETE CORP
+$153.2K
5,260
+2%
增持
C
CITIGROUP INC
+$149.6K
7,906
+3%
减持
DEO
DIAGEO PLC
-$149.1K
2,438
-36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$149.0K
11,768
-1%
减持
DIS
DISNEY WALT CO
-$147.5K
9,957
-4%
增持
WBD
WARNER BROS DISCOVERY INC
+$146.9K
14,613
+21%
增持
GEV
GE VERNOVA INC
+$146.2K
1,462
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$142.3K
3,222
-9%
减持
TJX
TJX COS INC NEW
+$134.1K
7,388
-2%
减持
PM
PHILIP MORRIS INTL INC
-$133.8K
5,009
-4%
减持
EMGF
ISHARES INC
+$133.7K
35,852
-1%
