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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
$80.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 38
减持 83
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$621.9K
10,395
-6%
减持
PSEP
INNOVATOR ETFS TRUST
-$536.4K
15,729
-46%
减持
SPY
SPDR S&P 500 ETF TR
-$472.2K
580
-57%
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。
减持
VTI
VANGUARD INDEX FDS
-$417.6K
3,935
-24%
减持
VOO
VANGUARD INDEX FDS
-$395.3K
12,986
-2%
减持
IWY
ISHARES TR
-$352.8K
11,302
-3%
减持
IYW
ISHARES TR
-$328.8K
18,508
-3%
减持
DVY
ISHARES TR
-$300.4K
5,482
-31%
建仓
ONEZ
ELEVATION SERIES TRUST
+$299.4K
12,638
减持
IVV
ISHARES TR
-$283.5K
7,538
-4%
建仓
SIXF
AIM ETF PRODUCTS TRUST
+$243.2K
8,723
减持
IJR
ISHARES TR
-$235.9K
21,708
-3%
清仓
VSGAX
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL
-$233.7K
0
-100%
清仓
—
CHARLES SCHWAB B 5.1525CD FDIC INS DUE 03/13/25US
-$217.3K
0
-100%
减持
SPSM
SPDR SER TR
-$193.0K
6,190
-38%
增持
DECW
AIM ETF PRODUCTS TRUST
+$191.6K
12,103
+115%
减持
AAPL
APPLE INC
-$187.9K
2,687
-14%
减持
VTV
VANGUARD INDEX FDS
-$184.5K
22,246
-7%
增持
EFV
ISHARES TR
+$180.5K
16,377
+10%
增持
JANW
AIM ETF PRODUCTS TRUST
+$174.2K
11,730
+83%
建仓
—
LISTED FD TR
+$169.3K
4,533
减持
SPEM
SPDR INDEX SHS FDS
-$156.1K
479
-89%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$155.2K
22,922
-11%
减持
HYG
ISHARES TR
-$151.2K
4,035
-32%
清仓
—
WELLS FARGO BANK 4.4526CD FDIC INS DUE 01/30/26US
-$147.5K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$145.2K
2,351
-15%
减持
VYM
VANGUARD WHITEHALL FDS
-$141.9K
5,396
-18%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$139.3K
7,174
+730%
清仓
—
VANGUARD LIFESTRATEGY CNSRV GR INV
-$133.7K
0
-100%
减持
PNOV
INNOVATOR ETFS TRUST
-$130.3K
12,348
-21%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$128.7K
5,601
+276%
减持
GLD
SPDR GOLD TR
+$127.6K
9,067
-12%
减持
SMAX
ISHARES TR
-$127.4K
615
-89%
减持
QQQ
INVESCO QQQ TR
-$125.1K
2,961
-4%
减持
PFEB
INNOVATOR ETFS TRUST
-$119.9K
5,774
-35%
减持
POCT
INNOVATOR ETFS TRUST
-$117.5K
11,495
-19%
减持
JNJ
JOHNSON & JOHNSON
-$113.9K
1,312
-43%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$113.1K
6,050
+116%
减持
PJAN
INNOVATOR ETFS TRUST
-$112.6K
6,953
-27%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$103.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$102.3K
1,421
-17%
减持
JPM
JPMORGAN CHASE & CO.
-$96.8K
784
-35%
减持
PM
PHILIP MORRIS INTL INC
-$96.5K
419
-69%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$96.2K
1,457
-38%
减持
META
META PLATFORMS INC
-$91.0K
202
-43%
减持
TLT
ISHARES TR
-$90.2K
1,719
-39%
减持
SHV
ISHARES TR
-$89.5K
135
-86%
增持
GDEC
FIRST TR EXCHNG TRADED FD VI
+$88.6K
25,992
+14%
减持
BILZ
PIMCO ETF TR
-$87.5K
533
-62%
增持
AGG
ISHARES TR
+$85.1K
11,920
+5%
增持
—
LISTED FD TR
+$79.6K
2,198
+2143%
减持
PEP
PEPSICO INC
-$79.0K
414
-55%
增持
DGRO
ISHARES TR
+$77.3K
28,858
+2%
减持
SPMD
SPDR SER TR
-$76.4K
6
-100%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$74.3K
6,282
+780%
减持
IWP
ISHARES TR
-$74.2K
3,301
-9%
减持
VBR
VANGUARD INDEX FDS
-$67.6K
319
-50%
减持
IWF
ISHARES TR
-$64.4K
1,091
-8%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$62.9K
15,449
+20%
增持
PMAR
INNOVATOR ETFS TRUST
+$62.4K
12,928
+13%
减持
ADBE
ADOBE INC
-$61.4K
198
-36%
减持
TFC
TRUIST FINL CORP
-$61.2K
34
-98%
增持
VNLA
JANUS DETROIT STR TR
+$60.4K
1,585
+343%
增持
QBER
ELEVATION SERIES TRUST
+$60.0K
13,461
+21%
减持
DUK
DUKE ENERGY CORP NEW
+$59.6K
5,301
-3%
减持
IYH
ISHARES TR
+$59.2K
34,353
-2%
减持
LLY
ELI LILLY & CO
-$59.1K
93
-47%
减持
SPDW
SPDR INDEX SHS FDS
-$58.6K
11,235
-18%
减持
ORCL
ORACLE CORP
-$58.3K
247
-56%
减持
IYF
ISHARES TR
-$57.3K
1,579
-26%
清仓
KJAN
INNOVATOR US SMALL CAP PWR BFFR ETF
-$56.0K
0
-100%
清仓
—
TBK BANK, SSB 4.325CD FDIC INS DUE 08/18/25US
-$54.9K
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$54.3K
657
-58%
增持
IUSB
ISHARES TR
+$54.2K
1,666
+234%
减持
GWX
SPDR INDEX SHS FDS
-$53.5K
610
-74%
增持
CLOI
VANECK ETF TRUST
+$53.3K
5,606
+22%
清仓
BFEB
INNOVATOR US EQUITY BUFFER ETF
-$53.3K
0
-100%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$52.9K
23,293
+1%
清仓
—
BANK OF AMERICA, 4.0525CD FDIC INS DUE 10/24/25US
-$50.9K
0
-100%
清仓
VWELX
VANGUARD WELLINGTON INV
-$49.2K
0
-100%
减持
MUB
ISHARES TR
-$49.0K
1,026
-30%
减持
IYK
ISHARES TR
-$48.7K
1,023
-45%
减持
ITOT
ISHARES TR
-$48.1K
1,439
-17%
减持
SCHP
SCHWAB STRATEGIC TR
-$47.0K
18
-99%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$45.6K
8,758
+6%
减持
SPTL
SPDR SER TR
-$44.6K
1,938
-48%
增持
AVGO
BROADCOM INC
-$44.5K
889
+7%
减持
IYE
ISHARES TR
-$44.3K
2,877
-30%
减持
TSLA
TESLA INC
-$43.8K
275
-4%
增持
MTUM
ISHARES TR
+$43.4K
398
+122%
减持
IJH
ISHARES TR
-$42.5K
573
-53%
减持
BAC
BANK AMERICA CORP
-$41.7K
1,151
-44%
减持
DE
DEERE & CO
-$41.6K
15
-87%
减持
MO
ALTRIA GROUP INC
-$41.4K
3,305
-28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.3K
175
+54%
增持
IDEV
ISHARES TR
+$41.0K
9,264
+0%
清仓
—
WELLS FARGO BANK, 4.526CD FDIC INS DUE 02/13/26US
-$40.2K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$39.7K
344
-67%
减持
COST
COSTCO WHSL CORP NEW
-$38.9K
228
-18%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$38.7K
75
-81%
增持
QBUL
ELEVATION SERIES TRUST
+$38.5K
7,028
+28%
清仓
RWO
SPDR DOW JONE GLOBAL REAL ESTATE ETF
-$38.0K
0
-100%
增持
—
LISTED FD TR
+$37.5K
7,915
+19%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$35.7K
8,355
+5%
增持
EFG
ISHARES TR
+$35.6K
8,540
+1%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$35.1K
3,173
-3%
增持
TIP
ISHARES TR
+$34.9K
6,435
+1%
减持
—
EXXON MOBIL CORP
-$34.0K
1,932
-21%
清仓
DOCU
DOCUSIGN INC
-$33.5K
0
-100%
减持
IXUS
ISHARES TR
+$33.2K
15,121
-2%
清仓
PDBC
INVSC ACTVLY MNG OPTM YDDVRS ETF
-$32.1K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$32.1K
1,630
+864%
增持
IVE
ISHARES TR
+$31.8K
387
+76%
清仓
UVV
UNIVERSAL CORP VA
-$31.4K
0
-100%
减持
NOBL
PROSHARES TR
-$30.9K
13
-96%
减持
ABBV
ABBVIE INC
+$30.3K
1,209
-4%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$30.3K
1,350
+82%
减持
EBND
SPDR SER TR
-$29.7K
18
-99%
增持
WDIV
SPDR INDEX SHS FDS
+$29.4K
8,639
+1%
清仓
—
FIDELITY SELECT RETAILING
-$28.8K
0
-100%
减持
VICI
VICI PPTYS INC
-$28.8K
12
-99%
建仓
THRO
BLACKROCK ETF TRUST
+$28.5K
898
清仓
BSEP
INNOVATOR US EQY BUFFER ETF
-$27.8K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$27.8K
734
-24%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$27.7K
16,096
+2%
减持
IWX
ISHARES TR
+$27.6K
18,748
-2%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$27.5K
919
减持
—
ROYAL CARIBBEAN GROUP
-$27.4K
125
-46%
减持
VGT
VANGUARD WORLD FD
-$27.4K
314
-1%
减持
BTI
BRITISH AMERN TOB PLC
-$27.4K
417
-66%
清仓
ELF
E L F BEAUTY INC
-$27.0K
0
-100%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$26.7K
190
-46%
减持
IUSG
ISHARES TR
-$26.4K
451
-25%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$26.3K
596
-8%
清仓
TIPX
SPDR BLOOMBERG 1 10 YR TIPS ETF
-$26.3K
0
-100%
减持
WMT
WALMART INC
-$26.2K
1,418
-15%
增持
XONE
BONDBLOXX ETF TRUST
+$26.0K
940
+124%
减持
NEAR
ISHARES U S ETF TR
-$25.8K
5,238
-9%
增持
AMZN
AMAZON COM INC
-$25.0K
4,083
+2%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$24.5K
564
增持
IAUM
ISHARES GOLD TR
+$23.6K
4,554
+1%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$23.5K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$23.4K
279
-35%
增持
MSFT
MICROSOFT CORP
-$23.2K
1,383
+7%
增持
USIG
ISHARES TR
+$23.1K
13,572
+2%
清仓
NCNO
NCINO INC NEW
-$22.6K
0
-100%
减持
SPHY
SPDR SER TR
-$22.5K
268
-78%
减持
ALL
ALLSTATE CORP
-$22.4K
2
-98%
清仓
TMFC
RBB FD INC
-$22.4K
0
-100%
建仓
JULU
AIM ETF PRODUCTS TRUST
+$22.1K
865
