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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | ProShares S&P 500 Dividend Ari | $0 | 0.00% | 0 | -240,774 | -100.0% | -$1,276.22万 | 清仓 |
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -50,933 | -100.0% | -$532.50万 | 清仓 |
| LIN | Linde plc | $0 | 0.00% | 0 | -8,860 | -100.0% | -$439.24万 | 清仓 |
| — | Coterra Energy Inc | $0 | 0.00% | 0 | -14,401 | -100.0% | -$50.61万 | 清仓 |
| ET | Energy Transfer Lp Ut Ltd Ptn | $0 | 0.00% | 0 | -15,421 | -100.0% | -$29.76万 | 清仓 |
| DUK | Duke Energy Corp Com | $0 | 0.00% | 0 | -2,146 | -100.0% | -$28.10万 | 清仓 |
| BDX | Becton Dickinson & Co Com | $0 | 0.00% | 0 | -1,477 | -100.0% | -$23.22万 | 清仓 |
| VZ | Verizon Communications | $0 | 0.00% | 0 | -4,510 | -100.0% | -$22.64万 | 清仓 |
| — | Wells Fargo Co Dp Pf Cl A Sr Z | $0 | 0.00% | 0 | -11,692 | -100.0% | -$22.06万 | 清仓 |
| SLB | Slb Limited Com Stk | $0 | 0.00% | 0 | -4,165 | -100.0% | -$21.40万 | 清仓 |
| — | Us Bancorp Del Pfd B 1/1000Dp | $0 | 0.00% | 0 | -10,138 | -100.0% | -$18.55万 | 清仓 |
| AES | AES Corp Com | $0 | 0.00% | 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 | 205 | 3.2% | $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 | 2 | 0.1% | $178 | 加仓 |
| IWB | iShares TR Russell 1000 ETF | $27.85万 | 0.03% | 680 | 5 | 0.7% | $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 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Class A | $32.90万 | 0.04% | 921 | 83 | 9.9% | $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 | 310 | 8.3% | $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 | 0 | 0.0% | — | 不变 |
| RDVY | First Trust Rising Dividend Ac | $44.17万 | 0.05% | 5,449 | 158 | 3.0% | $1.28万 | 加仓 |
| AMGN | Amgen Inc | $50.23万 | 0.06% | 1,387 | 0 | 0.0% | — | 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 | 60 | 7.2% | $4.49万 | 加仓 |
| MCK | McKesson Corp. | $72.16万 | 0.08% | 955 | 323 | 51.1% | $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 | 40 | 1.2% | $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 | 19 | 1.7% | $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 | 2,224 | 48.2% | $35.29万 | 加仓 |
| — | Exxon Mobil | $109.79万 | 0.13% | 8,030 | 15 | 0.2% | $2,051 | 加仓 |
| KO | Coca-Cola | $115.12万 | 0.13% | 14,165 | 0 | 0.0% | — | 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 | 258 | 17.6% | $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 | 920 | 55.4% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 20 | 0.1% | $5,440 | 加仓 |
| ORCL | Oracle | $446.54万 | 0.52% | 30,470 | 1,100 | 3.7% | $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 | 3,388 | 8.8% | $39.53万 | 加仓 |
| TJX | TJX Corp | $516.18万 | 0.60% | 34,071 | 10,214 | 42.8% | $154.74万 | 加仓 |
| VIK | Viking Holdings Ltd | $534.16万 | 0.62% | 51,033 | 2,897 | 6.0% | $30.32万 | 加仓 |
| PFF | iShares U.S. Preferred Stock | $539.67万 | 0.63% | 177,000 | 0 | 0.0% | — | 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 | 849 | 23.5% | $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 | 5,276 | 29.2% | $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 | 0 | 0.0% | — | 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 |