QUEST INVESTMENT MANAGEMENT LLC
LAKE OSWEGO OR · SEC CIK 0001036248
$8.57亿2026Q1 申报市值
122持仓数
47.9%前十大占比 · 第一大 12.4%
10 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTV 加仓+$3,108.34万
VTWV 新建仓+$1,632.79万
AMAT 新建仓+$478.93万
VIK 重新持有+$285.50万
GE 加仓+$249.63万
2026Q1 卖出最多 按季末市值估算
IVE 清仓-$3,198.29万
VBR 清仓-$1,573.56万
IAU 减仓-$488.41万
TDG 减仓-$345.72万
ECL 减仓-$337.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVE | iShares Tr S&P 500 Value ETF | $0 | 0.00% | 0 | -150,813 | -100.0% | -$3,198.29万 | 清仓 |
| VBR | Vanguard Index Fds Sm Cap Valu | $0 | 0.00% | 0 | -74,298 | -100.0% | -$1,573.56万 | 清仓 |
| ISRG | Intuitive Surgical Inc Com New | $0 | 0.00% | 0 | -2,304 | -100.0% | -$130.49万 | 清仓 |
| SNOW | Snowflake Inc | $0 | 0.00% | 0 | -5,642 | -100.0% | -$123.76万 | 清仓 |
| SPOT | Spotify Technology | $0 | 0.00% | 0 | -2,116 | -100.0% | -$122.88万 | 清仓 |
| ZS | Zscaler Inc Com | $0 | 0.00% | 0 | -4,733 | -100.0% | -$106.45万 | 清仓 |
| SHOP | Shopify Inc | $0 | 0.00% | 0 | -5,395 | -100.0% | -$86.84万 | 清仓 |
| HUBS | Hubspot Inc | $0 | 0.00% | 0 | -2,113 | -100.0% | -$84.79万 | 清仓 |
| APP | Applovin Corp Cl A | $0 | 0.00% | 0 | -1,198 | -100.0% | -$80.72万 | 清仓 |
| ONON | On Holding | $0 | 0.00% | 0 | -12,134 | -100.0% | -$56.40万 | 清仓 |
| AFG | American Financial Group | $0 | 0.00% | 0 | -3,436 | -100.0% | -$46.97万 | 清仓 |
| — | Huntington Bancshares Inc 4.50 | $0 | 0.00% | 0 | -17,064 | -100.0% | -$29.16万 | 清仓 |
| RDDT | Reddit Inc Cl A | $0 | 0.00% | 0 | -1,200 | -100.0% | -$27.58万 | 清仓 |
| — | Allstate Corp Sub Deb 53 | $0 | 0.00% | 0 | -9,380 | -100.0% | -$24.22万 | 清仓 |
| ZBH | Zimmer Biomet Holdings | $0 | 0.00% | 0 | -2,476 | -100.0% | -$22.27万 | 清仓 |
| BLK | Blackrock Inc | $0 | 0.00% | 0 | -201 | -100.0% | -$21.51万 | 清仓 |
| — | Pacific Gas & Elec Co Pfd 1St | $0 | 0.00% | 0 | -11,298 | -100.0% | -$21.18万 | 清仓 |
| — | Goldman Sachs Group Inc Pfd A | $0 | 0.00% | 0 | -10,060 | -100.0% | -$19.51万 | 清仓 |
| — | Tuktu Resources Ltd | $0 | 0.00% | 0 | -12,500 | -100.0% | -$275 | 清仓 |
| DNOW | Dnow Inc Com | $17.37万 | 0.02% | 14,585 | -2,900 | -16.6% | -$3.45万 | 减仓 |
| AES | AES Corp Com | $18.38万 | 0.02% | 13,044 | -5,900 | -31.1% | -$8.31万 | 减仓 |
| — | Us Bancorp Del Pfd B 1/1000Dp | $18.55万 | 0.02% | 10,138 | -2,859 | -22.0% | -$5.23万 | 减仓 |
| SLB | Slb Limited Com Stk | $21.40万 | 0.02% | 4,165 | 4,165 | — | $21.40万 | 新建仓 |
| BALT | Innovator Defined Wealth Shiel | $21.55万 | 0.03% | 6,439 | 297 | 4.8% | $9,939 | 加仓 |
| — | Wells Fargo Co Dp Pf Cl A Sr Z | $22.06万 | 0.03% | 11,692 | -325 | -2.7% | -$6,133 | 减仓 |
| VZ | Verizon Communications | $22.64万 | 0.03% | 4,510 | -830 | -15.5% | -$4.17万 | 减仓 |
| DIS | Walt Disney | $22.93万 | 0.03% | 2,379 | -38 | -1.6% | -$3,663 | 减仓 |
| BDX | Becton Dickinson & Co Com | $23.22万 | 0.03% | 1,477 | -113 | -7.1% | -$1.78万 | 减仓 |
| IWB | iShares TR Russell 1000 ETF | $24.07万 | 0.03% | 675 | 75 | 12.5% | $2.67万 | 加仓 |
| GOOGL | Alphabet Class A | $24.11万 | 0.03% | 838 | -15 | -1.8% | -$4,316 | 减仓 |
| VTR | Ventas Inc | $25.58万 | 0.03% | 3,128 | -249 | -7.4% | -$2.04万 | 减仓 |
| FLG | Flagstar Financial Inc New | $25.72万 | 0.03% | 19,530 | -10,957 | -35.9% | -$14.43万 | 减仓 |
| USB | US Bancorp | $26.82万 | 0.03% | 5,157 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corp Com | $28.10万 | 0.03% | 2,146 | 10 | 0.5% | $1,310 | 加仓 |
| AEP | American Elec Pwr Inc Com | $29.48万 | 0.03% | 2,249 | -100 | -4.3% | -$1.31万 | 减仓 |
| ET | Energy Transfer Lp Ut Ltd Ptn | $29.76万 | 0.03% | 15,421 | -16,126 | -51.1% | -$31.12万 | 减仓 |
| CQP | Cheniere Energy Partners Lp Un | $31.17万 | 0.04% | 4,823 | -875 | -15.4% | -$5.66万 | 减仓 |
| ICVT | iShares Convertible Bond ETF | $32.53万 | 0.04% | 3,196 | 92 | 3.0% | $9,365 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $33.12万 | 0.04% | 3,734 | 1,515 | 68.3% | $13.44万 | 重新持有 |
| VGK | Vanguard Intl Eqty Idx FTSE Eu | $34.13万 | 0.04% | 4,141 | -619 | -13.0% | -$5.10万 | 减仓 |
| RDVY | First Trust Rising Dividend Ac | $36.13万 | 0.04% | 5,291 | 276 | 5.5% | $1.88万 | 加仓 |
| IRM | Iron Mtn Inc Pa Com | $45.32万 | 0.05% | 4,437 | 9 | 0.2% | $919 | 加仓 |
| AMD | Advanced Micro Devices Com | $46.81万 | 0.05% | 2,301 | 2,301 | — | $46.81万 | 新建仓 |
| AMGN | Amgen Inc | $48.80万 | 0.06% | 1,387 | 0 | 0.0% | — | 不变 |
| — | Coterra Energy Inc | $50.61万 | 0.06% | 14,401 | -3,977 | -21.6% | -$13.98万 | 减仓 |
| FLY | Firefly Aerospace Inc | $51.54万 | 0.06% | 18,104 | 18,104 | — | $51.54万 | 新建仓 |
| IVV | iShares Core S&P 500 ETF | $54.61万 | 0.06% | 836 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp. | $54.69万 | 0.06% | 632 | 632 | — | $54.69万 | 新建仓 |
| QXO | QXO Inc New | $56.93万 | 0.07% | 29,314 | -3,490 | -10.6% | -$6.78万 | 减仓 |
| T | AT&T Inc | $60.43万 | 0.07% | 20,844 | 0 | 0.0% | — | 不变 |
| SRE | Sempra Energy Com | $65.52万 | 0.08% | 6,743 | -199 | -2.9% | -$1.93万 | 减仓 |
| WMB | Williams Companies | $67.02万 | 0.08% | 9,208 | -2,522 | -21.5% | -$18.36万 | 减仓 |
| ABT | Abbott Laboratories | $67.54万 | 0.08% | 6,578 | -175 | -2.6% | -$1.80万 | 减仓 |
| XLV | Health Care Select Sector SPDR | $67.62万 | 0.08% | 4,612 | 4,612 | — | $67.62万 | 新建仓 |
| BA | Boeing | $68.65万 | 0.08% | 3,449 | 30 | 0.9% | $5,971 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $71.51万 | 0.08% | 1,100 | 53 | 5.1% | $3.45万 | 加仓 |
| VST | Vistra Corp | $79.60万 | 0.09% | 5,295 | -514 | -8.8% | -$7.73万 | 减仓 |
| VTI | Vanguard Total Stock Market ET | $84.89万 | 0.10% | 2,646 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Incorporated | $85.35万 | 0.10% | 30,395 | -892 | -2.9% | -$2.50万 | 减仓 |
| CVX | Chevron Corp | $85.62万 | 0.10% | 4,138 | -245 | -5.6% | -$5.07万 | 减仓 |
| XYL | Xylem Inc | $86.53万 | 0.10% | 7,241 | -674 | -8.5% | -$8.05万 | 减仓 |
| HUBB | Hubbell Inc | $89.62万 | 0.10% | 1,826 | -70 | -3.7% | -$3.44万 | 减仓 |
| MOG/A | Moog Inc | $91.51万 | 0.11% | 3,127 | -404 | -11.4% | -$11.82万 | 减仓 |
| QQQ | Invesco QQQ Trust | $95.82万 | 0.11% | 1,660 | 688 | 70.8% | $39.71万 | 加仓 |
| NEE | Nextera Energy | $99.56万 | 0.12% | 10,719 | -594 | -5.3% | -$5.52万 | 减仓 |
| ORI | Old Republic Intl Corp | $104.69万 | 0.12% | 26,238 | 2 | 0.0% | $80 | 加仓 |
| DCO | Ducommun Inc | $105.40万 | 0.12% | 8,639 | -1,825 | -17.4% | -$22.27万 | 减仓 |
| KO | Coca-Cola | $107.72万 | 0.13% | 14,165 | 14,165 | — | $107.72万 | 新建仓 |
| BX | Blackstone Inc | $112.17万 | 0.13% | 9,755 | 31 | 0.3% | $3,565 | 加仓 |
| WWD | Woodward Inc | $122.17万 | 0.14% | 3,413 | -895 | -20.8% | -$32.04万 | 减仓 |
| MU | Micron Technology Inc Com | $123.75万 | 0.14% | 3,663 | 1,599 | 77.5% | $54.02万 | 加仓 |
| GS | Goldman Sachs | $124.28万 | 0.15% | 1,469 | 1,469 | — | $124.28万 | 新建仓 |
| — | Exxon Mobil | $135.98万 | 0.16% | 8,015 | 15 | 0.2% | $2,545 | 加仓 |
| KMI | Kinder Morgan Inc | $142.68万 | 0.17% | 42,554 | -9,382 | -18.1% | -$31.46万 | 减仓 |
| CW | Curtiss Wright Corp | $164.88万 | 0.19% | 2,421 | -495 | -17.0% | -$33.71万 | 减仓 |
| POWL | Powell Industries | $166.49万 | 0.19% | 3,077 | -1,810 | -37.0% | -$97.94万 | 减仓 |
| ABBV | AbbVie Inc | $170.16万 | 0.20% | 7,824 | 7,824 | — | $170.16万 | 新建仓 |
| WM | Waste Management | $189.89万 | 0.22% | 8,264 | 4,632 | 127.5% | $106.44万 | 加仓 |
| MRK | Merck | $216.52万 | 0.25% | 18,000 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb Co | $256.62万 | 0.30% | 42,312 | -142 | -0.3% | -$8,612 | 减仓 |
| IBM | IBM | $258.97万 | 0.30% | 10,684 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings | $309.88万 | 0.36% | 736 | -507 | -40.8% | -$213.46万 | 减仓 |
| SHEL | Shell plc | $328.43万 | 0.38% | 35,315 | -807 | -2.2% | -$7.51万 | 减仓 |
| VIK | Viking Holdings Ltd | $353.70万 | 0.41% | 48,136 | 38,854 | 418.6% | $285.50万 | 重新持有 |
| UNP | Union Pacific Corp | $372.01万 | 0.43% | 15,333 | 0 | 0.0% | — | 不变 |
| TJX | TJX Corp | $381.00万 | 0.44% | 23,857 | 15,053 | 171.0% | $240.40万 | 加仓 |
| SPGI | S&P Global | $389.06万 | 0.45% | 9,147 | -6,082 | -39.9% | -$258.69万 | 减仓 |
| BSX | Boston Scientific Corp Com | $417.00万 | 0.49% | 66,454 | -20,880 | -23.9% | -$131.02万 | 减仓 |
| TDG | Transdigm Group Inc Com | $418.50万 | 0.49% | 3,611 | -2,983 | -45.2% | -$345.72万 | 减仓 |
| ORCL | Oracle | $432.06万 | 0.50% | 29,370 | 2,068 | 7.6% | $30.42万 | 加仓 |
| HD | Home Depot Inc | $436.46万 | 0.51% | 13,271 | -803 | -5.7% | -$26.41万 | 减仓 |
| LIN | Linde plc | $439.24万 | 0.51% | 8,860 | -3,233 | -26.7% | -$160.28万 | 减仓 |
| GWRE | Guidewire Software | $450.43万 | 0.53% | 30,117 | -10,984 | -26.7% | -$164.28万 | 减仓 |
| AMAT | Applied Matls Inc Com | $478.93万 | 0.56% | 14,012 | 14,012 | — | $478.93万 | 新建仓 |
| ECL | Ecolab Inc | $480.54万 | 0.56% | 18,064 | -12,692 | -41.3% | -$337.63万 | 减仓 |
| UBER | Uber Technologies Inc | $484.61万 | 0.57% | 67,372 | -3,868 | -5.4% | -$27.82万 | 减仓 |
| CAT | Caterpillar Inc | $493.65万 | 0.58% | 6,968 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow Inc | $532.50万 | 0.62% | 50,933 | -1,093 | -2.1% | -$11.43万 | 减仓 |
| PFF | iShares U.S. Preferred Stock | $536.66万 | 0.63% | 177,000 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc Cl A | $565.61万 | 0.66% | 38,666 | -4,760 | -11.0% | -$69.63万 | 减仓 |