QUEST INVESTMENT MANAGEMENT LLC
LAKE OSWEGO OR · SEC CIK 0001036248
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield E | $881.72万 | 1.03% | 55,794 | -2,514 | -4.3% | -$39.73万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $903.14万 | 1.06% | 79,740 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Matls Inc Com | $906.75万 | 1.06% | 12,541 | -1,471 | -10.5% | -$106.36万 | 减仓 |
| AMD | Advanced Micro Devices Com | $908.83万 | 1.06% | 15,645 | 13,344 | 579.9% | $775.17万 | 加仓 |
| GEV | GE Vernova Inc | $932.49万 | 1.09% | 7,937 | -2,605 | -24.7% | -$306.05万 | 减仓 |
| GE | GE Aerospace | $938.92万 | 1.10% | 25,123 | -13 | -0.1% | -$4,858 | 减仓 |
| IWF | iShares TR Russell 1000 Growth | $1,076.04万 | 1.26% | 86,659 | -78,033 | -47.4% | -$968.94万 | 减仓 |
| AMZN | Amazon.com Inc | $1,120.36万 | 1.31% | 47,007 | -52,830 | -52.9% | -$1,259.15万 | 减仓 |
| META | Meta Platforms | $1,121.80万 | 1.31% | 19,915 | -8,216 | -29.2% | -$462.80万 | 减仓 |
| LLY | Lilly Eli & Co Com | $1,209.41万 | 1.41% | 10,083 | -1,954 | -16.2% | -$234.37万 | 减仓 |
| VEU | FTSE All-World ex-US Index Fun | $1,218.24万 | 1.42% | 145,461 | -24,305 | -14.3% | -$203.55万 | 减仓 |
| MU | Micron Technology Inc Com | $1,253.21万 | 1.46% | 10,857 | 7,194 | 196.4% | $830.40万 | 加仓 |
| GSEW | Goldman Sachs Equal Weight U.S | $1,374.03万 | 1.61% | 145,523 | -6,099 | -4.0% | -$57.59万 | 减仓 |
| IAU | iShares Gold Trust ETF | $1,606.72万 | 1.88% | 212,782 | 0 | 0.0% | — | 不变 |
| OEF | iShares S&P 100 ETF | $1,610.35万 | 1.88% | 44,014 | -2,961 | -6.3% | -$108.33万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $1,775.35万 | 2.07% | 83,440 | -3,893 | -4.5% | -$82.83万 | 减仓 |
| MSFT | Microsoft | $1,796.95万 | 2.10% | 48,173 | -49,899 | -50.9% | -$1,861.34万 | 减仓 |
| VTWV | Vanguard Russell 2000 Value ET | $1,908.33万 | 2.23% | 97,643 | 0 | 0.0% | — | 不变 |
| VTWG | Vanguard Russell 2000 Growth E | $1,926.42万 | 2.25% | 66,964 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $2,022.98万 | 2.36% | 53,553 | -14,690 | -21.5% | -$554.92万 | 减仓 |
| AAPL | Apple Inc | $2,082.09万 | 2.43% | 71,955 | -72,603 | -50.2% | -$2,100.84万 | 减仓 |
| EFA | iShares Tr MSCI EAFE Idx ETF | $2,542.04万 | 2.97% | 244,709 | 4,186 | 1.7% | $43.48万 | 加仓 |
| SPYG | SPDR Portfolio S&P 500 Growth | $2,932.18万 | 3.43% | 246,422 | -23,634 | -8.8% | -$281.22万 | 减仓 |
| GOOG | Alphabet Class C | $3,839.08万 | 4.49% | 108,654 | 19,009 | 21.2% | $671.65万 | 加仓 |
| NVDA | Nvidia Corp | $4,986.75万 | 5.83% | 249,225 | -68,407 | -21.5% | -$1,368.76万 | 减仓 |
| VTV | Vanguard Morningstar Value ETF | $6,203.07万 | 7.25% | 284,636 | -12,568 | -4.2% | -$273.89万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $1.37亿 | 16.03% | 199,754 | 21,660 | 12.2% | $1,487.63万 | 加仓 |