13F 机构持仓

QUEST INVESTMENT MANAGEMENT LLC

LAKE OSWEGO OR · SEC CIK 0001036248

2026Q22026Q1 更早 9 个季度 🔒
$8.56亿2026Q2 申报市值
115持仓数
49.3%前十大占比 · 第一大 16.0%
5 / 12新建仓 / 清仓
申报市值走势$8.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 16.0%
VTV 7.2%
NVDA 5.8%
GOOG 4.5%
SPYG 3.4%
EFA 3.0%
AAPL 2.4%
AVGO 2.4%
VTWG 2.3%
VTWV 2.2%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$1,487.63万
MU 加仓+$830.40万
AMD 加仓+$775.17万
LRCX 新建仓+$750.92万
GOOG 加仓+$671.65万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$2,100.84万
MSFT 减仓-$1,861.34万
NVDA 减仓-$1,368.76万
NOBL 清仓-$1,276.22万
AMZN 减仓-$1,259.15万

2026Q2 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
NOBL ProShares S&P 500 Dividend Ari $00.00%0 -240,774-100.0% -$1,276.22万 清仓
NOW ServiceNow Inc $00.00%0 -50,933-100.0% -$532.50万 清仓
LIN Linde plc $00.00%0 -8,860-100.0% -$439.24万 清仓
— Coterra Energy Inc $00.00%0 -14,401-100.0% -$50.61万 清仓
ET Energy Transfer Lp Ut Ltd Ptn $00.00%0 -15,421-100.0% -$29.76万 清仓
DUK Duke Energy Corp Com $00.00%0 -2,146-100.0% -$28.10万 清仓
BDX Becton Dickinson & Co Com $00.00%0 -1,477-100.0% -$23.22万 清仓
VZ Verizon Communications $00.00%0 -4,510-100.0% -$22.64万 清仓
— Wells Fargo Co Dp Pf Cl A Sr Z $00.00%0 -11,692-100.0% -$22.06万 清仓
SLB Slb Limited Com Stk $00.00%0 -4,165-100.0% -$21.40万 清仓
— Us Bancorp Del Pfd B 1/1000Dp $00.00%0 -10,138-100.0% -$18.55万 清仓
AES AES Corp Com $00.00%0 -13,044-100.0% -$18.38万 清仓
DNOW Dnow Inc Com $15.17万0.02%11,700 -2,885-19.8% -$3.74万 减仓
FLG Flagstar Financial Inc New $19.74万0.02%13,210 -6,320-32.4% -$9.44万 减仓
AEP American Elec Pwr Inc Com $20.52万0.02%1,500 -749-33.3% -$10.24万 减仓
DIS Walt Disney $20.70万0.02%2,151 -228-9.6% -$2.19万 减仓
CQP Cheniere Energy Partners Lp Un $20.83万0.02%3,417 -1,406-29.2% -$8.57万 减仓
IWM iShares Russell 2000 ETF $22.38万0.03%745 745— $22.38万 新建仓
BALT Innovator Defined Wealth Shiel $22.77万0.03%6,644 2053.2% $7,025 加仓
CSCO Cisco Systems $26.25万0.03%2,235 2,235— $26.25万 新建仓
FLY Firefly Aerospace Inc $26.46万0.03%9,000 -9,104-50.3% -$26.77万 减仓
VTR Ventas Inc $27.79万0.03%3,130 20.1% $178 加仓
IWB iShares TR Russell 1000 ETF $27.85万0.03%680 50.7% $2,048 加仓
QXO QXO Inc New $29.86万0.03%17,280 -12,034-41.1% -$20.79万 减仓
USB US Bancorp $31.15万0.04%5,157 00.0% — 不变
GOOGL Alphabet Class A $32.90万0.04%921 839.9% $2.96万 加仓
VGK Vanguard Intl Eqty Idx FTSE Eu $34.93万0.04%3,945 -196-4.7% -$1.74万 减仓
ABT Abbott Laboratories $36.87万0.04%4,064 -2,514-38.2% -$22.81万 减仓
IRM Iron Mtn Inc Pa Com $37.37万0.04%2,958 -1,479-33.3% -$18.68万 减仓
ICVT iShares Convertible Bond ETF $38.21万0.04%3,139 -57-1.8% -$6,939 减仓
VNQ Vanguard Real Estate ETF $39.00万0.05%4,044 3108.3% $2.99万 加仓
DVN Devon Energy Corp New Com $40.41万0.05%9,779 9,779— $40.41万 新建仓
T AT&T Inc $43.15万0.05%20,844 00.0% — 不变
RDVY First Trust Rising Dividend Ac $44.17万0.05%5,449 1583.0% $1.28万 加仓
AMGN Amgen Inc $50.23万0.06%1,387 00.0% — 不变
SRE Sempra Energy Com $52.14万0.06%5,623 -1,120-16.6% -$10.38万 减仓
PFE Pfizer Incorporated $53.87万0.06%22,370 -8,025-26.4% -$19.32万 减仓
CVX Chevron Corp $58.45万0.07%3,526 -612-14.8% -$10.14万 减仓
WMB Williams Companies $62.21万0.07%8,368 -840-9.1% -$6.24万 减仓
BSX Boston Scientific Corp Com $63.97万0.07%14,988 -51,466-77.4% -$219.66万 减仓
XYL Xylem Inc $64.63万0.08%5,467 -1,774-24.5% -$20.97万 减仓
IVV iShares Core S&P 500 ETF $67.10万0.08%896 607.2% $4.49万 加仓
MCK McKesson Corp. $72.16万0.08%955 32351.1% $24.41万 加仓
NEE Nextera Energy $72.92万0.09%8,308 -2,411-22.5% -$21.16万 减仓
BA Boeing $75.53万0.09%3,489 401.2% $8,659 加仓
ORI Old Republic Intl Corp $80.92万0.09%19,775 -6,463-24.6% -$26.45万 减仓
VST Vistra Corp $82.34万0.10%5,191 -104-2.0% -$1.65万 减仓
SPY STATE STR SPDR S&P 500 ETF TR $83.57万0.10%1,119 191.7% $1.42万 加仓
HUBB Hubbell Inc $85.48万0.10%1,634 -192-10.5% -$10.04万 减仓
VTI Vanguard Morningstar Total Sto $93.14万0.11%2,517 -129-4.9% -$4.77万 减仓
BX Blackstone Inc $105.26万0.12%8,945 -810-8.3% -$9.53万 减仓
XLV Health Care Select Sector SPDR $108.46万0.13%6,836 2,22448.2% $35.29万 加仓
— Exxon Mobil $109.79万0.13%8,030 150.2% $2,051 加仓
KO Coca-Cola $115.12万0.13%14,165 00.0% — 不变
MOG/A Moog Inc $116.43万0.14%2,747 -380-12.2% -$16.11万 减仓
KMI Kinder Morgan Inc $126.81万0.15%39,667 -2,887-6.8% -$9.23万 减仓
DCO Ducommun Inc $127.61万0.15%6,890 -1,749-20.2% -$32.39万 减仓
WWD Woodward Inc $127.78万0.15%3,004 -409-12.0% -$17.40万 减仓
CW Curtiss Wright Corp $155.40万0.18%2,051 -370-15.3% -$28.03万 减仓
GS Goldman Sachs $174.66万0.20%1,727 25817.6% $26.09万 加仓
WM Waste Management $184.05万0.22%8,258 -6-0.1% -$1,337 减仓
UBER Uber Technologies Inc $184.90万0.22%25,624 -41,748-62.0% -$301.25万 减仓
QQQ Invesco QQQ Trust $190.00万0.22%2,580 92055.4% $67.75万 加仓
POWL Powell Industries $194.56万0.23%6,794 -2,437-26.4% -$69.79万 减仓
ABBV AbbVie Inc $196.88万0.23%7,824 00.0% — 不变
HD Home Depot Inc $202.21万0.24%5,733 -7,538-56.8% -$265.87万 减仓
MRK Merck $231.30万0.27%18,000 00.0% — 不变
BMY Bristol-Myers Squibb Co $243.24万0.28%42,214 -98-0.2% -$5,647 减仓
SHEL Shell plc $249.01万0.29%32,114 -3,201-9.1% -$24.82万 减仓
BKNG Booking Holdings $262.55万0.31%14,730 -3,670-19.9% -$65.41万 减仓
SPGI S&P Global $283.98万0.33%6,973 -2,174-23.8% -$88.54万 减仓
GWRE Guidewire Software $292.31万0.34%23,755 -6,362-21.1% -$78.28万 减仓
IBM IBM $300.44万0.35%10,684 00.0% — 不变
MA Mastercard Inc $385.61万0.45%7,508 -6,189-45.2% -$317.87万 减仓
UNP Union Pacific Corp $417.61万0.49%15,353 200.1% $5,440 加仓
ORCL Oracle $446.54万0.52%30,470 1,1003.7% $16.12万 加仓
NFLX Netflix $489.98万0.57%68,624 -17,202-20.0% -$122.82万 减仓
PLTR Palantir Technologies Inc Cl A $490.64万0.57%42,054 3,3888.8% $39.53万 加仓
TJX TJX Corp $516.18万0.60%34,071 10,21442.8% $154.74万 加仓
VIK Viking Holdings Ltd $534.16万0.62%51,033 2,8976.0% $30.32万 加仓
PFF iShares U.S. Preferred Stock $539.67万0.63%177,000 00.0% — 不变
ORLY O'Reilly Automotive $546.03万0.64%59,293 -24,289-29.1% -$223.68万 减仓
COST Costco Wholesale Corp $552.50万0.65%5,906 -1,494-20.2% -$139.76万 减仓
PLD Prologis Inc $558.75万0.65%41,245 -7,345-15.1% -$99.50万 减仓
KLAC Kla-Tencor Corp Com $566.49万0.66%18,776 18,776— $566.49万 新建仓
TDG Transdigm Group Inc Com $594.09万0.69%4,460 84923.5% $113.09万 加仓
DHR Danaher $600.53万0.70%31,527 -2,498-7.3% -$47.58万 减仓
JPM J P Morgan Chase & Co $627.39万0.73%19,167 -7,420-27.9% -$242.88万 减仓
ECL Ecolab Inc $650.28万0.76%23,340 5,27629.2% $146.99万 加仓
ANET Arista Networks Inc $689.44万0.81%40,584 -8,635-17.5% -$146.69万 减仓
MPWR Monolithic Power Systems $705.00万0.82%5,100 -961-15.9% -$132.84万 减仓
VB Vanguard Morningstar Small Cap $722.49万0.84%23,835 -900-3.6% -$27.28万 减仓
APH Amphenol Corp $732.12万0.86%41,522 -11,645-21.9% -$205.32万 减仓
V Visa $736.46万0.86%21,465 -4,566-17.5% -$156.66万 减仓
CAT Caterpillar Inc $742.02万0.87%6,968 00.0% — 不变
ETN Eaton Corp Com $746.22万0.87%17,512 -3,637-17.2% -$154.98万 减仓
LRCX Lam Research Corp New $750.92万0.88%17,329 17,329— $750.92万 新建仓
PANW Palo Alto Networks $778.41万0.91%22,826 -21,608-48.6% -$736.88万 减仓
VO Vanguard Morningstar Mid Cap E $785.70万0.92%97,518 -1,762-1.8% -$14.20万 减仓
TSLA Tesla Inc $828.25万0.97%19,692 -5,110-20.6% -$214.93万 减仓