小隐寺数据中心API 小隐寺主站

Quest 10 Wealth Builders, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Quest 10 Wealth Builders, Inc.

报告期 2026-03-31 · CIK 0002035215

持仓数

763

前50大市值合计

$80.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.8M

11,425

8.5%

IVV ISHARES TR

CORE S&P500 ETF

$5.0M

7,616

6.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$4.3M

9,758

5.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$4.0M

20,370

5.0%

IWY ISHARES TR

RUS TP200 GR ETF

$3.4M

13,485

4.2%

IYW ISHARES TR

U.S. TECH ETF

$3.3M

18,107

4.1%

GLD SPDR GOLD TR

GOLD SHS

$3.1M

7,314

3.9%

SCEC CAPITOL SER TR

STERLING CAP ENH

$2.9M

117,122

3.7%

IJR ISHARES TR

CORE S&P SCP ETF

$2.7M

21,624

3.4%

IWX ISHARES TR

RUS TP200 VL ETF

$2.0M

22,072

2.6%

IYH ISHARES TR

US HLTHCARE ETF

$2.0M

32,207

2.5%

SCEP STERLING CAP FDS

CAP HEDGED EQT P

$2.0M

83,883

2.5%

DGRO ISHARES TR

CORE DIV GRWTH

$2.0M

28,113

2.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.7M

2,972

2.1%

DECU AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$1.6M

60,771

2.0%

SIXO AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$1.5M

45,311

1.9%

SCMC STERLING CAP FDS

CAPITAL MULTI

$1.5M

60,776

1.9%

IEMG ISHARES INC

CORE MSCI EMKT

$1.4M

20,528

1.8%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.4M

18,235

1.7%

IXUS ISHARES TR

CORE MSCI TOTAL

$1.3M

15,019

1.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.3M

3,936

1.6%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$1.3M

15,264

1.6%

NVDA NVIDIA CORPORATION

COM

$1.2M

7,041

1.5%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$1.2M

12,096

1.5%

EFV ISHARES TR

EAFE VALUE ETF

$1.2M

16,109

1.5%

PMAY INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.1M

27,412

1.4%

AGG ISHARES TR

CORE US AGGBD ET

$1.1M

10,863

1.3%

IWS ISHARES TR

RUS MDCP VAL ETF

$1.1M

7,372

1.3%

USRT ISHARES TR

CRE U S REIT ETF

$1.0M

17,492

1.3%

EFG ISHARES TR

EAFE GRWTH ETF

$1.0M

9,263

1.3%

AAPL APPLE INC

COM

$1.0M

4,040

1.3%

DECT AIM ETF PRODUCTS TRUST

US LRGCP B10 DEC

$1.0M

28,593

1.3%

AMZN AMAZON COM INC

COM

$950.6K

4,564

1.2%

MSFT MICROSOFT CORP

COM

$872.1K

2,356

1.1%

SEPT AIM ETF PRODUCTS TRUST

ALLIANZIM US LRG

$865.0K

25,181

1.1%

PAPR INNOVATOR ETFS TRUST

US EQT PWR BUF

$864.9K

21,730

1.1%

PJUN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$752.4K

17,989

0.9%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$750.8K

8,100

0.9%

ONEZ ELEVATION SERIES TRUST

TRUESHARES SEASO

$719.6K

28,743

0.9%

IDEV ISHARES TR

CORE MSCI INTL

$698.5K

8,359

0.9%

DUK DUKE ENERGY CORP NEW

COM NEW

$687.3K

5,249

0.9%

PSEP INNOVATOR ETFS TRUST

US EQTY PWR BUF

$657.0K

15,258

0.8%

DVY ISHARES TR

SELECT DIVID ETF

$653.1K

4,313

0.8%

PDEC INNOVATOR ETFS TRUST

US EQTY PWR BUF

$644.9K

15,174

0.8%

PAUG INNOVATOR ETFS TRUST

US EQTY PWR BF

$640.3K

14,988

0.8%

PJUL INNOVATOR ETFS TRUST

US EQTY PWR BUF

$619.9K

13,485

0.8%

VB VANGUARD INDEX FDS

SMALL CP ETF

$593.6K

2,266

0.7%

PMAR INNOVATOR ETFS TRUST

US EQTY PWR BUF

$589.5K

13,211

0.7%

AGEM ABRDN FDS

EMERGING MKTS DI

$587.4K

14,480

0.7%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$578.8K

11,846

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

VOO8.5%IVV6.2%VUG5.3%VTV5.0%IWY4.2%IYW4.1%