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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 35
增持 53
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
ABFL
TRIMTABS ETF TR
-$125.2M
206,007
-89%
增持
BINC
BLACKROCK ETF TRUST II
+$94.6M
5,551,033
+51%
建仓
DGRO
ISHARES TR
+$85.8M
1,222,650
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
FBND
FIDELITY MERRIMACK STR TR
+$71.4M
6,501,284
+33%
减持
USMV
ISHARES TR
-$62.0M
75,320
-90%
减持
IGSB
ISHARES TR
-$61.9M
28,181
-98%
增持
IJH
ISHARES TR
+$60.5M
907,107
+8114%
减持
AGG
ISHARES TR
-$45.2M
1,880,132
-19%
减持
STIP
ISHARES TR
-$43.3M
634,015
-40%
减持
SPYG
SPDR SER TR
-$33.0M
3,681,880
-0%
增持
PWRD
TCW TRANSFORM ETF TRUST
+$27.6M
933,031
+41%
增持
MBB
ISHARES TR
+$23.7M
1,628,093
+18%
增持
IEFA
ISHARES TR
+$21.3M
2,574,775
+9%
增持
SPYV
SPDR SER TR
+$14.6M
3,840,648
+8%
减持
—
EXXON MOBIL CORP
+$14.4M
499,355
-15%
清仓
USHY
ISHARES TR
-$6.7M
0
-100%
增持
MSFT
MICROSOFT CORP
-$3.8M
34,134
+0%
增持
IVV
ISHARES TR
-$3.6M
793,084
+4%
增持
TAFI
AB ACTIVE ETFS INC
+$2.9M
236,419
+95%
减持
IEMG
ISHARES INC
-$2.6M
1,851,640
-6%
增持
TIP
ISHARES TR
+$2.3M
473,810
+4%
减持
VUG
VANGUARD INDEX FDS
-$2.3M
37,517
-2%
减持
IYW
ISHARES TR
-$2.0M
27,976
-21%
增持
BAI
BLACKROCK ETF TRUST
+$1.9M
1,051,252
+7%
增持
TLH
ISHARES TR
+$1.8M
667,619
+4%
减持
COP
CONOCOPHILLIPS
+$1.4M
37,961
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
179,845
+45%
增持
MUB
ISHARES TR
+$1.2M
298,694
+5%
增持
NVDA
NVIDIA CORPORATION
-$1.2M
102,611
+0%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.2M
38,300
+46%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
33,499
-1%
减持
AMZN
AMAZON COM INC
-$1.1M
41,082
-2%
增持
TSLA
TESLA INC
-$1.1M
14,394
+0%
增持
OEF
ISHARES TR
+$1.1M
19,456
+31%
减持
CVX
CHEVRON CORP NEW
+$1.1M
39,891
-15%
增持
MUNI
INTER MUN BD ACT
+$1.0M
345,489
+7%
增持
MEAR
ISHARES U S ETF TR
+$959.6K
204,221
+10%
减持
PDS
PRECISION DRILLING CORP
+$927.7K
67,254
-15%
减持
COST
COSTCO WHSL CORP NEW
+$906.2K
8,465
-3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$873.4K
143,283
-11%
增持
BP
BP PLC
+$853.6K
67,754
+1%
建仓
DIVB
ISHARES TR
+$805.9K
14,938
增持
AAPL
APPLE INC
+$795.3K
90,509
+11%
清仓
IYF
ISHARES TR
-$776.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$741.0K
32,092
+1%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$700.5K
33,922
+40%
减持
FQAL
FIDELITY COVINGTON TRUST
-$693.6K
27,553
-23%
增持
EFG
ISHARES TR
+$691.4K
31,696
+27%
建仓
NTSX
WISDOMTREE TR
+$689.5K
13,222
减持
LMT
LOCKHEED MARTIN CORP
+$682.5K
5,990
-1%
建仓
MLPI
NEOS ETF TRUST
+$659.1K
11,639
减持
V
VISA INC
-$654.2K
8,674
-7%
增持
JNJ
JOHNSON & JOHNSON
+$637.2K
14,016
+4%
增持
XLF
SELECT SECTOR SPDR TR
-$630.1K
1,320,070
+10%
减持
INTU
INTUIT
-$628.9K
1,421
-24%
增持
META
META PLATFORMS INC
-$620.5K
8,914
+3%
建仓
IWR
ISHARES TR
+$609.4K
6,268
减持
LLY
ELI LILLY & CO
-$561.9K
3,575
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$559.8K
487,296
+3%
减持
IVW
ISHARES TR
-$548.4K
49,504
-1%
增持
AVGO
BROADCOM INC
-$547.7K
19,358
+2%
减持
ORCL
ORACLE CORP
-$512.7K
7,897
-8%
减持
CSGP
COSTAR GROUP INC
-$495.8K
18,124
-1%
减持
MA
MASTERCARD INCORPORATED
-$470.4K
4,074
-7%
增持
IYG
ISHARES TR
+$461.2K
8,336
+235%
减持
FICO
FAIR ISAAC CORP
-$457.4K
707
-1%
增持
FBCG
FIDELITY COVINGTON TRUST
+$445.6K
71,561
+25%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$442.9K
4,421
减持
SLB
SCHLUMBERGER LTD
+$439.3K
34,990
-1%
建仓
EMOP
AB ACTIVE ETFS INC
+$435.0K
9,927
建仓
QQQI
NEOS ETF TRUST
+$432.2K
8,698
建仓
IYK
ISHARES TR
+$425.7K
6,079
增持
JPM
JPMORGAN CHASE & CO
-$420.8K
15,009
+0%
减持
HEFA
ISHARES TR
-$417.2K
3,367,759
-3%
增持
VTV
VANGUARD INDEX FDS
+$403.8K
59,253
+1%
减持
IGM
ISHARES TR
-$397.9K
6,314
-29%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$393.3K
12,925
+1%
增持
PWR
QUANTA SVCS INC
+$392.6K
1,688
+33%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$383.2K
15,705
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$373.1K
5,430
-5%
增持
GILD
GILEAD SCIENCES INC
+$372.5K
10,600
+18%
增持
AMAT
APPLIED MATLS INC
+$371.5K
3,500
+9%
减持
CAT
CATERPILLAR INC
+$370.1K
2,800
-1%
减持
PSX
PHILLIPS 66
+$369.5K
23,545
-22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$369.0K
33,269
+4%
减持
MPC
MARATHON PETE CORP
+$363.8K
5,059
-6%
建仓
MSTR
STRATEGY INC
+$357.9K
2,868
增持
XEL
XCEL ENERGY INC
+$351.7K
27,628
+11%
建仓
—
ASTRAZENECA PLC
+$329.6K
1,671
减持
BAC
BANK AMERICA CORP
-$318.3K
40,091
-3%
建仓
SNDK
SANDISK CORP
+$316.8K
499
建仓
MRVL
MARVELL TECHNOLOGY INC
+$306.5K
3,095
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$304.6K
8,595
减持
GEV
GE VERNOVA INC
+$303.8K
1,498
-2%
增持
EMGF
ISHARES INC
+$301.3K
40,014
+9%
增持
LRCX
LAM RESEARCH CORP
+$293.3K
6,073
+4%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$293.0K
5,305
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$291.9K
745
建仓
VDE
VANGUARD WORLD FD
+$286.9K
1,658
建仓
SLV
ISHARES SILVER TR
+$286.8K
4,208
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$286.7K
11,757
-0%
减持
WFC
WELLS FARGO CO NEW
-$286.6K
13,805
-7%
建仓
GLW
CORNING INC
+$286.4K
2,106
建仓
BKR
BAKER HUGHES COMPANY
+$277.3K
4,542
清仓
—
ASTRAZENECA PLC
-$276.1K
0
-100%
建仓
EQIX
EQUINIX INC
+$273.5K
279
减持
ABT
ABBOTT LABS
-$271.2K
7,706
-9%
建仓
TGT
TARGET CORP
+$270.1K
2,228
减持
BKNG
BOOKING HOLDINGS INC
-$267.0K
112
-19%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$264.9K
2,437
-18%
建仓
ABLD
ABACUS FCF ETF TR
+$261.2K
8,365
减持
PANW
PALO ALTO NETWORKS INC
-$259.1K
8,667
-3%
减持
QCOM
QUALCOMM INC
-$259.1K
3,203
-18%
减持
—
ACCENTURE PLC IRELAND
-$258.8K
2,737
-8%
建仓
DELL
DELL TECHNOLOGIES INC
+$258.1K
1,572
增持
MU
MICRON TECHNOLOGY INC
+$257.1K
3,546
+8%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$255.7K
905
减持
BSX
BOSTON SCIENTIFIC CORP
-$252.8K
4,929
-16%
减持
LAC
LITHIUM AMERS CORP NEW
-$248.5K
17,000
-77%
建仓
EOG
EOG RES INC
+$247.3K
1,711
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$246.7K
2,336
+31%
清仓
CBRE
CBRE GROUP INC
-$244.1K
0
-100%
增持
COF
CAPITAL ONE FINL CORP
-$242.7K
4,205
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$242.6K
5,680
-1%
建仓
NVS
NOVARTIS AG
+$241.8K
1,583
增持
IXUS
ISHARES TR
+$239.4K
5,627
+92%
增持
—
LINDE PLC
+$236.0K
2,027
+12%
建仓
—
GARMIN LTD
+$234.9K
1,012
清仓
TQQQ
PROSHARES TR
-$233.6K
0
-100%
建仓
FTNT
FORTINET INC
+$233.3K
2,855
减持
FESM
FIDELITY COVINGTON TRUST
-$233.0K
1,750,838
-1%
建仓
O
REALTY INCOME CORP
+$232.7K
3,803
减持
TLT
ISHARES TR
-$232.3K
67,737
-3%
增持
MRK
MERCK & CO INC
+$231.1K
9,783
+9%
减持
SPGI
S&P GLOBAL INC
-$230.7K
1,204
-15%
清仓
TDG
TRANSDIGM GROUP INC
-$230.3K
0
-100%
建仓
SHBI
SHORE BANCSHARES INC
+$229.1K
12,262
减持
UNH
UNITEDHEALTH GROUP INC
-$227.4K
2,891
-5%
增持
APP
APPLOVIN CORP
-$226.9K
895
+3%
增持
PEP
PEPSICO INC
+$226.5K
6,911
+17%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$226.1K
1,802
增持
CRM
SALESFORCE INC
-$224.4K
4,658
+13%
建仓
FANG
DIAMONDBACK ENERGY INC
+$222.8K
1,127
增持
JAAA
JANUS DETROIT STR TR
+$222.7K
10,364
+75%
清仓
ENB
ENBRIDGE INC
-$221.6K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$220.8K
0
-100%
清仓
PLSE
PULSE BIOSCIENCES INC
-$218.4K
0
-100%
建仓
ABNB
AIRBNB INC
+$215.7K
1,708
建仓
FITB
FIFTH THIRD BANCORP
+$215.4K
4,637
清仓
IDXX
IDEXX LABS INC
-$215.4K
0
-100%
