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 |
|---|---|---|---|---|---|---|---|---|
| ANET | Arista Networks Inc | $604.31万 | 0.71% | 49,219 | -13,615 | -21.7% | -$167.16万 | 减仓 |
| PLD | Prologis Inc | $642.27万 | 0.75% | 48,590 | 13,166 | 37.2% | $174.03万 | 加仓 |
| DHR | Danaher | $645.11万 | 0.75% | 34,025 | 2,636 | 8.4% | $49.98万 | 加仓 |
| VB | Vanguard Index Fds Small Cp ET | $647.86万 | 0.76% | 24,735 | 3,784 | 18.1% | $99.11万 | 加仓 |
| MPWR | Monolithic Power Systems | $662.68万 | 0.77% | 6,061 | -2,454 | -28.8% | -$268.31万 | 减仓 |
| APH | Amphenol Corp | $671.76万 | 0.78% | 53,167 | 17,422 | 48.7% | $220.13万 | 加仓 |
| MA | Mastercard Inc | $684.38万 | 0.80% | 13,697 | -1,357 | -9.0% | -$67.80万 | 减仓 |
| PANW | Palo Alto Networks | $712.37万 | 0.83% | 44,434 | 223 | 0.5% | $3.58万 | 加仓 |
| VO | Vanguard Index Fds Mid Cap ETF | $712.78万 | 0.83% | 24,820 | 747 | 3.1% | $21.45万 | 加仓 |
| GE | GE Aerospace | $713.28万 | 0.83% | 25,136 | 8,797 | 53.8% | $249.63万 | 加仓 |
| COST | Costco Wholesale Corp | $737.36万 | 0.86% | 7,400 | -2,512 | -25.3% | -$250.30万 | 减仓 |
| ETN | Eaton Corp Com | $756.44万 | 0.88% | 21,149 | -2,154 | -9.2% | -$77.04万 | 减仓 |
| ORLY | O'Reilly Automotive | $771.55万 | 0.90% | 83,582 | -1,880 | -2.2% | -$17.35万 | 减仓 |
| JPM | J P Morgan Chase & Co | $782.08万 | 0.91% | 26,587 | 1,503 | 6.0% | $44.21万 | 加仓 |
| V | Visa | $786.76万 | 0.92% | 26,031 | -2,542 | -8.9% | -$76.83万 | 减仓 |
| NFLX | Netflix | $825.22万 | 0.96% | 85,826 | -5,543 | -6.1% | -$53.30万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $863.55万 | 1.01% | 58,308 | -1,770 | -2.9% | -$26.21万 | 减仓 |
| GEV | GE Vernova Inc | $920.21万 | 1.07% | 10,542 | -354 | -3.2% | -$30.90万 | 减仓 |
| TSLA | Tesla Inc | $922.01万 | 1.08% | 24,802 | -718 | -2.8% | -$26.69万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $991.01万 | 1.16% | 79,740 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Co Com | $1,107.15万 | 1.29% | 12,037 | 894 | 8.0% | $82.23万 | 加仓 |
| VEU | FTSE All-World ex-US Index Fun | $1,274.94万 | 1.49% | 169,766 | 4,901 | 3.0% | $36.81万 | 加仓 |
| NOBL | ProShares S&P 500 Dividend Ari | $1,276.22万 | 1.49% | 120,387 | -9,918 | -7.6% | -$105.14万 | 减仓 |
| GSEW | Goldman Sachs Equal Weight U.S | $1,283.63万 | 1.50% | 151,622 | 13,156 | 9.5% | $111.38万 | 加仓 |
| OEF | iShares S&P 100 ETF | $1,494.14万 | 1.74% | 46,975 | 0 | 0.0% | — | 不变 |
| VTWG | Vanguard Russell 2000 Growth E | $1,533.73万 | 1.79% | 66,964 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms | $1,609.46万 | 1.88% | 28,131 | -154 | -0.5% | -$8.81万 | 减仓 |
| VTWV | Vanguard Russell 2000 Value Et | $1,632.79万 | 1.91% | 97,643 | 97,643 | — | $1,632.79万 | 新建仓 |
| RSP | Invesco S&P 500 Equal Weight E | $1,676.09万 | 1.96% | 87,333 | 1,842 | 2.2% | $35.35万 | 加仓 |
| IWF | iShares TR Russell 1000 Growth | $1,755.62万 | 2.05% | 41,173 | 25 | 0.1% | $1.07万 | 加仓 |
| IAU | iShares Gold Trust ETF | $1,875.89万 | 2.19% | 212,782 | -55,400 | -20.7% | -$488.41万 | 减仓 |
| AMZN | Amazon.com Inc | $2,079.31万 | 2.43% | 99,837 | -15,036 | -13.1% | -$313.15万 | 减仓 |
| AVGO | Broadcom Inc | $2,112.20万 | 2.47% | 68,243 | -6,376 | -8.5% | -$197.34万 | 减仓 |
| EFA | iShares Tr MSCI EAFE Idx ETF | $2,336.20万 | 2.73% | 240,523 | -37 | -0.0% | -$3,594 | 减仓 |
| GOOG | Alphabet Class C | $2,571.56万 | 3.00% | 89,645 | -1,674 | -1.8% | -$48.02万 | 减仓 |
| SPYG | SPDR Portfolio S&P 500 Growth | $2,644.12万 | 3.09% | 270,056 | 14,907 | 5.8% | $145.95万 | 加仓 |
| MSFT | Microsoft | $3,630.33万 | 4.24% | 98,072 | -387 | -0.4% | -$14.33万 | 减仓 |
| AAPL | Apple Inc | $3,668.73万 | 4.28% | 144,558 | -4,042 | -2.7% | -$102.58万 | 减仓 |
| NVDA | Nvidia Corp | $5,539.50万 | 6.47% | 317,632 | -18,881 | -5.6% | -$329.28万 | 减仓 |
| VTV | Vanguard Index Fds Value ETF | $5,831.14万 | 6.81% | 297,204 | 158,427 | 114.2% | $3,108.34万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $1.06亿 | 12.42% | 178,094 | 3,736 | 2.1% | $223.24万 | 加仓 |