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 |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $1.06亿 | 12.42% | 178,094 | 3,736 | 2.1% | $223.24万 | 加仓 |
| VTV | Vanguard Index Fds Value ETF | $5,831.14万 | 6.81% | 297,204 | 158,427 | 114.2% | $3,108.34万 | 加仓 |
| NVDA | Nvidia Corp | $5,539.50万 | 6.47% | 317,632 | -18,881 | -5.6% | -$329.28万 | 减仓 |
| AAPL | Apple Inc | $3,668.73万 | 4.28% | 144,558 | -4,042 | -2.7% | -$102.58万 | 减仓 |
| MSFT | Microsoft | $3,630.33万 | 4.24% | 98,072 | -387 | -0.4% | -$14.33万 | 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 |
| GOOG | Alphabet Class C | $2,571.56万 | 3.00% | 89,645 | -1,674 | -1.8% | -$48.02万 | 减仓 |
| EFA | iShares Tr MSCI EAFE Idx ETF | $2,336.20万 | 2.73% | 240,523 | -37 | -0.0% | -$3,594 | 减仓 |
| AVGO | Broadcom Inc | $2,112.20万 | 2.47% | 68,243 | -6,376 | -8.5% | -$197.34万 | 减仓 |
| AMZN | Amazon.com Inc | $2,079.31万 | 2.43% | 99,837 | -15,036 | -13.1% | -$313.15万 | 减仓 |
| IAU | iShares Gold Trust ETF | $1,875.89万 | 2.19% | 212,782 | -55,400 | -20.7% | -$488.41万 | 减仓 |
| IWF | iShares TR Russell 1000 Growth | $1,755.62万 | 2.05% | 41,173 | 25 | 0.1% | $1.07万 | 加仓 |
| 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 |
| VTWV | Vanguard Russell 2000 Value Et | $1,632.79万 | 1.91% | 97,643 | 97,643 | — | $1,632.79万 | 新建仓 |
| META | Meta Platforms | $1,609.46万 | 1.88% | 28,131 | -154 | -0.5% | -$8.81万 | 减仓 |
| VTWG | Vanguard Russell 2000 Growth E | $1,533.73万 | 1.79% | 66,964 | 0 | 0.0% | — | 不变 |
| OEF | iShares S&P 100 ETF | $1,494.14万 | 1.74% | 46,975 | 0 | 0.0% | — | 不变 |
| GSEW | Goldman Sachs Equal Weight U.S | $1,283.63万 | 1.50% | 151,622 | 13,156 | 9.5% | $111.38万 | 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 |
| 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 |
| LLY | Lilly Eli & Co Com | $1,107.15万 | 1.29% | 12,037 | 894 | 8.0% | $82.23万 | 加仓 |
| WMT | Wal-Mart Stores Inc | $991.01万 | 1.16% | 79,740 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $922.01万 | 1.08% | 24,802 | -718 | -2.8% | -$26.69万 | 减仓 |
| GEV | GE Vernova Inc | $920.21万 | 1.07% | 10,542 | -354 | -3.2% | -$30.90万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $863.55万 | 1.01% | 58,308 | -1,770 | -2.9% | -$26.21万 | 减仓 |
| NFLX | Netflix | $825.22万 | 0.96% | 85,826 | -5,543 | -6.1% | -$53.30万 | 减仓 |
| V | Visa | $786.76万 | 0.92% | 26,031 | -2,542 | -8.9% | -$76.83万 | 减仓 |
| JPM | J P Morgan Chase & Co | $782.08万 | 0.91% | 26,587 | 1,503 | 6.0% | $44.21万 | 加仓 |
| ORLY | O'Reilly Automotive | $771.55万 | 0.90% | 83,582 | -1,880 | -2.2% | -$17.35万 | 减仓 |
| ETN | Eaton Corp Com | $756.44万 | 0.88% | 21,149 | -2,154 | -9.2% | -$77.04万 | 减仓 |
| COST | Costco Wholesale Corp | $737.36万 | 0.86% | 7,400 | -2,512 | -25.3% | -$250.30万 | 减仓 |
| GE | GE Aerospace | $713.28万 | 0.83% | 25,136 | 8,797 | 53.8% | $249.63万 | 加仓 |
| VO | Vanguard Index Fds Mid Cap ETF | $712.78万 | 0.83% | 24,820 | 747 | 3.1% | $21.45万 | 加仓 |
| PANW | Palo Alto Networks | $712.37万 | 0.83% | 44,434 | 223 | 0.5% | $3.58万 | 加仓 |
| MA | Mastercard Inc | $684.38万 | 0.80% | 13,697 | -1,357 | -9.0% | -$67.80万 | 减仓 |
| APH | Amphenol Corp | $671.76万 | 0.78% | 53,167 | 17,422 | 48.7% | $220.13万 | 加仓 |
| MPWR | Monolithic Power Systems | $662.68万 | 0.77% | 6,061 | -2,454 | -28.8% | -$268.31万 | 减仓 |
| VB | Vanguard Index Fds Small Cp ET | $647.86万 | 0.76% | 24,735 | 3,784 | 18.1% | $99.11万 | 加仓 |
| DHR | Danaher | $645.11万 | 0.75% | 34,025 | 2,636 | 8.4% | $49.98万 | 加仓 |
| PLD | Prologis Inc | $642.27万 | 0.75% | 48,590 | 13,166 | 37.2% | $174.03万 | 加仓 |
| ANET | Arista Networks Inc | $604.31万 | 0.71% | 49,219 | -13,615 | -21.7% | -$167.16万 | 减仓 |
| PLTR | Palantir Technologies Inc Cl A | $565.61万 | 0.66% | 38,666 | -4,760 | -11.0% | -$69.63万 | 减仓 |
| PFF | iShares U.S. Preferred Stock | $536.66万 | 0.63% | 177,000 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow Inc | $532.50万 | 0.62% | 50,933 | -1,093 | -2.1% | -$11.43万 | 减仓 |
| CAT | Caterpillar Inc | $493.65万 | 0.58% | 6,968 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $484.61万 | 0.57% | 67,372 | -3,868 | -5.4% | -$27.82万 | 减仓 |
| ECL | Ecolab Inc | $480.54万 | 0.56% | 18,064 | -12,692 | -41.3% | -$337.63万 | 减仓 |
| AMAT | Applied Matls Inc Com | $478.93万 | 0.56% | 14,012 | 14,012 | — | $478.93万 | 新建仓 |
| GWRE | Guidewire Software | $450.43万 | 0.53% | 30,117 | -10,984 | -26.7% | -$164.28万 | 减仓 |
| LIN | Linde plc | $439.24万 | 0.51% | 8,860 | -3,233 | -26.7% | -$160.28万 | 减仓 |
| HD | Home Depot Inc | $436.46万 | 0.51% | 13,271 | -803 | -5.7% | -$26.41万 | 减仓 |
| ORCL | Oracle | $432.06万 | 0.50% | 29,370 | 2,068 | 7.6% | $30.42万 | 加仓 |
| TDG | Transdigm Group Inc Com | $418.50万 | 0.49% | 3,611 | -2,983 | -45.2% | -$345.72万 | 减仓 |
| BSX | Boston Scientific Corp Com | $417.00万 | 0.49% | 66,454 | -20,880 | -23.9% | -$131.02万 | 减仓 |
| SPGI | S&P Global | $389.06万 | 0.45% | 9,147 | -6,082 | -39.9% | -$258.69万 | 减仓 |
| TJX | TJX Corp | $381.00万 | 0.44% | 23,857 | 15,053 | 171.0% | $240.40万 | 加仓 |
| UNP | Union Pacific Corp | $372.01万 | 0.43% | 15,333 | 0 | 0.0% | — | 不变 |
| VIK | Viking Holdings Ltd | $353.70万 | 0.41% | 48,136 | 38,854 | 418.6% | $285.50万 | 重新持有 |
| SHEL | Shell plc | $328.43万 | 0.38% | 35,315 | -807 | -2.2% | -$7.51万 | 减仓 |
| BKNG | Booking Holdings | $309.88万 | 0.36% | 736 | -507 | -40.8% | -$213.46万 | 减仓 |
| IBM | IBM | $258.97万 | 0.30% | 10,684 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb Co | $256.62万 | 0.30% | 42,312 | -142 | -0.3% | -$8,612 | 减仓 |
| MRK | Merck | $216.52万 | 0.25% | 18,000 | 0 | 0.0% | — | 不变 |
| WM | Waste Management | $189.89万 | 0.22% | 8,264 | 4,632 | 127.5% | $106.44万 | 加仓 |
| ABBV | AbbVie Inc | $170.16万 | 0.20% | 7,824 | 7,824 | — | $170.16万 | 新建仓 |
| POWL | Powell Industries | $166.49万 | 0.19% | 3,077 | -1,810 | -37.0% | -$97.94万 | 减仓 |
| CW | Curtiss Wright Corp | $164.88万 | 0.19% | 2,421 | -495 | -17.0% | -$33.71万 | 减仓 |
| KMI | Kinder Morgan Inc | $142.68万 | 0.17% | 42,554 | -9,382 | -18.1% | -$31.46万 | 减仓 |
| — | Exxon Mobil | $135.98万 | 0.16% | 8,015 | 15 | 0.2% | $2,545 | 加仓 |
| GS | Goldman Sachs | $124.28万 | 0.15% | 1,469 | 1,469 | — | $124.28万 | 新建仓 |
| MU | Micron Technology Inc Com | $123.75万 | 0.14% | 3,663 | 1,599 | 77.5% | $54.02万 | 加仓 |
| WWD | Woodward Inc | $122.17万 | 0.14% | 3,413 | -895 | -20.8% | -$32.04万 | 减仓 |
| BX | Blackstone Inc | $112.17万 | 0.13% | 9,755 | 31 | 0.3% | $3,565 | 加仓 |
| KO | Coca-Cola | $107.72万 | 0.13% | 14,165 | 14,165 | — | $107.72万 | 新建仓 |
| DCO | Ducommun Inc | $105.40万 | 0.12% | 8,639 | -1,825 | -17.4% | -$22.27万 | 减仓 |
| ORI | Old Republic Intl Corp | $104.69万 | 0.12% | 26,238 | 2 | 0.0% | $80 | 加仓 |
| NEE | Nextera Energy | $99.56万 | 0.12% | 10,719 | -594 | -5.3% | -$5.52万 | 减仓 |
| QQQ | Invesco QQQ Trust | $95.82万 | 0.11% | 1,660 | 688 | 70.8% | $39.71万 | 加仓 |
| MOG/A | Moog Inc | $91.51万 | 0.11% | 3,127 | -404 | -11.4% | -$11.82万 | 减仓 |
| HUBB | Hubbell Inc | $89.62万 | 0.10% | 1,826 | -70 | -3.7% | -$3.44万 | 减仓 |
| XYL | Xylem Inc | $86.53万 | 0.10% | 7,241 | -674 | -8.5% | -$8.05万 | 减仓 |
| CVX | Chevron Corp | $85.62万 | 0.10% | 4,138 | -245 | -5.6% | -$5.07万 | 减仓 |
| PFE | Pfizer Incorporated | $85.35万 | 0.10% | 30,395 | -892 | -2.9% | -$2.50万 | 减仓 |
| VTI | Vanguard Total Stock Market ET | $84.89万 | 0.10% | 2,646 | 0 | 0.0% | — | 不变 |
| VST | Vistra Corp | $79.60万 | 0.09% | 5,295 | -514 | -8.8% | -$7.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $71.51万 | 0.08% | 1,100 | 53 | 5.1% | $3.45万 | 加仓 |
| BA | Boeing | $68.65万 | 0.08% | 3,449 | 30 | 0.9% | $5,971 | 加仓 |
| XLV | Health Care Select Sector SPDR | $67.62万 | 0.08% | 4,612 | 4,612 | — | $67.62万 | 新建仓 |
| ABT | Abbott Laboratories | $67.54万 | 0.08% | 6,578 | -175 | -2.6% | -$1.80万 | 减仓 |
| WMB | Williams Companies | $67.02万 | 0.08% | 9,208 | -2,522 | -21.5% | -$18.36万 | 减仓 |
| SRE | Sempra Energy Com | $65.52万 | 0.08% | 6,743 | -199 | -2.9% | -$1.93万 | 减仓 |
| T | AT&T Inc | $60.43万 | 0.07% | 20,844 | 0 | 0.0% | — | 不变 |
| QXO | QXO Inc New | $56.93万 | 0.07% | 29,314 | -3,490 | -10.6% | -$6.78万 | 减仓 |
| MCK | McKesson Corp. | $54.69万 | 0.06% | 632 | 632 | — | $54.69万 | 新建仓 |
| IVV | iShares Core S&P 500 ETF | $54.61万 | 0.06% | 836 | 0 | 0.0% | — | 不变 |
| FLY | Firefly Aerospace Inc | $51.54万 | 0.06% | 18,104 | 18,104 | — | $51.54万 | 新建仓 |
| — | Coterra Energy Inc | $50.61万 | 0.06% | 14,401 | -3,977 | -21.6% | -$13.98万 | 减仓 |
| AMGN | Amgen Inc | $48.80万 | 0.06% | 1,387 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Com | $46.81万 | 0.05% | 2,301 | 2,301 | — | $46.81万 | 新建仓 |
| IRM | Iron Mtn Inc Pa Com | $45.32万 | 0.05% | 4,437 | 9 | 0.2% | $919 | 加仓 |