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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | First Trust Rising Dividend Ac | $36.13万 | 0.04% | 5,291 | 276 | 5.5% | $1.88万 | 加仓 |
| VGK | Vanguard Intl Eqty Idx FTSE Eu | $34.13万 | 0.04% | 4,141 | -619 | -13.0% | -$5.10万 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $33.12万 | 0.04% | 3,734 | 1,515 | 68.3% | $13.44万 | 重新持有 |
| ICVT | iShares Convertible Bond ETF | $32.53万 | 0.04% | 3,196 | 92 | 3.0% | $9,365 | 加仓 |
| CQP | Cheniere Energy Partners Lp Un | $31.17万 | 0.04% | 4,823 | -875 | -15.4% | -$5.66万 | 减仓 |
| ET | Energy Transfer Lp Ut Ltd Ptn | $29.76万 | 0.03% | 15,421 | -16,126 | -51.1% | -$31.12万 | 减仓 |
| AEP | American Elec Pwr Inc Com | $29.48万 | 0.03% | 2,249 | -100 | -4.3% | -$1.31万 | 减仓 |
| DUK | Duke Energy Corp Com | $28.10万 | 0.03% | 2,146 | 10 | 0.5% | $1,310 | 加仓 |
| USB | US Bancorp | $26.82万 | 0.03% | 5,157 | 0 | 0.0% | — | 不变 |
| FLG | Flagstar Financial Inc New | $25.72万 | 0.03% | 19,530 | -10,957 | -35.9% | -$14.43万 | 减仓 |
| VTR | Ventas Inc | $25.58万 | 0.03% | 3,128 | -249 | -7.4% | -$2.04万 | 减仓 |
| GOOGL | Alphabet Class A | $24.11万 | 0.03% | 838 | -15 | -1.8% | -$4,316 | 减仓 |
| IWB | iShares TR Russell 1000 ETF | $24.07万 | 0.03% | 675 | 75 | 12.5% | $2.67万 | 加仓 |
| BDX | Becton Dickinson & Co Com | $23.22万 | 0.03% | 1,477 | -113 | -7.1% | -$1.78万 | 减仓 |
| DIS | Walt Disney | $22.93万 | 0.03% | 2,379 | -38 | -1.6% | -$3,663 | 减仓 |
| VZ | Verizon Communications | $22.64万 | 0.03% | 4,510 | -830 | -15.5% | -$4.17万 | 减仓 |
| — | Wells Fargo Co Dp Pf Cl A Sr Z | $22.06万 | 0.03% | 11,692 | -325 | -2.7% | -$6,133 | 减仓 |
| BALT | Innovator Defined Wealth Shiel | $21.55万 | 0.03% | 6,439 | 297 | 4.8% | $9,939 | 加仓 |
| SLB | Slb Limited Com Stk | $21.40万 | 0.02% | 4,165 | 4,165 | — | $21.40万 | 新建仓 |
| — | Us Bancorp Del Pfd B 1/1000Dp | $18.55万 | 0.02% | 10,138 | -2,859 | -22.0% | -$5.23万 | 减仓 |
| AES | AES Corp Com | $18.38万 | 0.02% | 13,044 | -5,900 | -31.1% | -$8.31万 | 减仓 |
| DNOW | Dnow Inc Com | $17.37万 | 0.02% | 14,585 | -2,900 | -16.6% | -$3.45万 | 减仓 |
| IVE | iShares Tr S&P 500 Value ETF | $0 | 0.00% | 0 | -150,813 | -100.0% | -$3,198.29万 | 清仓 |
| VBR | Vanguard Index Fds Sm Cap Valu | $0 | 0.00% | 0 | -74,298 | -100.0% | -$1,573.56万 | 清仓 |
| ISRG | Intuitive Surgical Inc Com New | $0 | 0.00% | 0 | -2,304 | -100.0% | -$130.49万 | 清仓 |
| SNOW | Snowflake Inc | $0 | 0.00% | 0 | -5,642 | -100.0% | -$123.76万 | 清仓 |
| SPOT | Spotify Technology | $0 | 0.00% | 0 | -2,116 | -100.0% | -$122.88万 | 清仓 |
| ZS | Zscaler Inc Com | $0 | 0.00% | 0 | -4,733 | -100.0% | -$106.45万 | 清仓 |
| SHOP | Shopify Inc | $0 | 0.00% | 0 | -5,395 | -100.0% | -$86.84万 | 清仓 |
| HUBS | Hubspot Inc | $0 | 0.00% | 0 | -2,113 | -100.0% | -$84.79万 | 清仓 |
| APP | Applovin Corp Cl A | $0 | 0.00% | 0 | -1,198 | -100.0% | -$80.72万 | 清仓 |
| ONON | On Holding | $0 | 0.00% | 0 | -12,134 | -100.0% | -$56.40万 | 清仓 |
| AFG | American Financial Group | $0 | 0.00% | 0 | -3,436 | -100.0% | -$46.97万 | 清仓 |
| — | Huntington Bancshares Inc 4.50 | $0 | 0.00% | 0 | -17,064 | -100.0% | -$29.16万 | 清仓 |
| RDDT | Reddit Inc Cl A | $0 | 0.00% | 0 | -1,200 | -100.0% | -$27.58万 | 清仓 |
| — | Allstate Corp Sub Deb 53 | $0 | 0.00% | 0 | -9,380 | -100.0% | -$24.22万 | 清仓 |
| ZBH | Zimmer Biomet Holdings | $0 | 0.00% | 0 | -2,476 | -100.0% | -$22.27万 | 清仓 |
| BLK | Blackrock Inc | $0 | 0.00% | 0 | -201 | -100.0% | -$21.51万 | 清仓 |
| — | Pacific Gas & Elec Co Pfd 1St | $0 | 0.00% | 0 | -11,298 | -100.0% | -$21.18万 | 清仓 |
| — | Goldman Sachs Group Inc Pfd A | $0 | 0.00% | 0 | -10,060 | -100.0% | -$19.51万 | 清仓 |
| — | Tuktu Resources Ltd | $0 | 0.00% | 0 | -12,500 | -100.0% | -$275 | 清仓 |