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 |
|---|---|---|---|---|---|---|---|---|
| VGK | Vanguard Intl Eqty Idx FTSE Eu | $34.93万 | 0.04% | 3,945 | -196 | -4.7% | -$1.74万 | 减仓 |
| GOOGL | Alphabet Class A | $32.90万 | 0.04% | 921 | 83 | 9.9% | $2.96万 | 加仓 |
| USB | US Bancorp | $31.15万 | 0.04% | 5,157 | 0 | 0.0% | — | 不变 |
| QXO | QXO Inc New | $29.86万 | 0.03% | 17,280 | -12,034 | -41.1% | -$20.79万 | 减仓 |
| IWB | iShares TR Russell 1000 ETF | $27.85万 | 0.03% | 680 | 5 | 0.7% | $2,048 | 加仓 |
| VTR | Ventas Inc | $27.79万 | 0.03% | 3,130 | 2 | 0.1% | $178 | 加仓 |
| FLY | Firefly Aerospace Inc | $26.46万 | 0.03% | 9,000 | -9,104 | -50.3% | -$26.77万 | 减仓 |
| CSCO | Cisco Systems | $26.25万 | 0.03% | 2,235 | 2,235 | — | $26.25万 | 新建仓 |
| BALT | Innovator Defined Wealth Shiel | $22.77万 | 0.03% | 6,644 | 205 | 3.2% | $7,025 | 加仓 |
| IWM | iShares Russell 2000 ETF | $22.38万 | 0.03% | 745 | 745 | — | $22.38万 | 新建仓 |
| CQP | Cheniere Energy Partners Lp Un | $20.83万 | 0.02% | 3,417 | -1,406 | -29.2% | -$8.57万 | 减仓 |
| DIS | Walt Disney | $20.70万 | 0.02% | 2,151 | -228 | -9.6% | -$2.19万 | 减仓 |
| AEP | American Elec Pwr Inc Com | $20.52万 | 0.02% | 1,500 | -749 | -33.3% | -$10.24万 | 减仓 |
| FLG | Flagstar Financial Inc New | $19.74万 | 0.02% | 13,210 | -6,320 | -32.4% | -$9.44万 | 减仓 |
| DNOW | Dnow Inc Com | $15.17万 | 0.02% | 11,700 | -2,885 | -19.8% | -$3.74万 | 减仓 |
| 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 |