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 |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $1.37亿 | 16.03% | 199,754 | 21,660 | 12.2% | $1,487.63万 | 加仓 |
| VTV | Vanguard Morningstar Value ETF | $6,203.07万 | 7.25% | 284,636 | -12,568 | -4.2% | -$273.89万 | 减仓 |
| NVDA | Nvidia Corp | $4,986.75万 | 5.83% | 249,225 | -68,407 | -21.5% | -$1,368.76万 | 减仓 |
| GOOG | Alphabet Class C | $3,839.08万 | 4.49% | 108,654 | 19,009 | 21.2% | $671.65万 | 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 |
| EFA | iShares Tr MSCI EAFE Idx ETF | $2,542.04万 | 2.97% | 244,709 | 4,186 | 1.7% | $43.48万 | 加仓 |
| AAPL | Apple Inc | $2,082.09万 | 2.43% | 71,955 | -72,603 | -50.2% | -$2,100.84万 | 减仓 |
| AVGO | Broadcom Inc | $2,022.98万 | 2.36% | 53,553 | -14,690 | -21.5% | -$554.92万 | 减仓 |
| VTWG | Vanguard Russell 2000 Growth E | $1,926.42万 | 2.25% | 66,964 | 0 | 0.0% | — | 不变 |
| VTWV | Vanguard Russell 2000 Value ET | $1,908.33万 | 2.23% | 97,643 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft | $1,796.95万 | 2.10% | 48,173 | -49,899 | -50.9% | -$1,861.34万 | 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 |
| OEF | iShares S&P 100 ETF | $1,610.35万 | 1.88% | 44,014 | -2,961 | -6.3% | -$108.33万 | 减仓 |
| IAU | iShares Gold Trust ETF | $1,606.72万 | 1.88% | 212,782 | 0 | 0.0% | — | 不变 |
| GSEW | Goldman Sachs Equal Weight U.S | $1,374.03万 | 1.61% | 145,523 | -6,099 | -4.0% | -$57.59万 | 减仓 |
| MU | Micron Technology Inc Com | $1,253.21万 | 1.46% | 10,857 | 7,194 | 196.4% | $830.40万 | 加仓 |
| 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 |
| LLY | Lilly Eli & Co Com | $1,209.41万 | 1.41% | 10,083 | -1,954 | -16.2% | -$234.37万 | 减仓 |
| META | Meta Platforms | $1,121.80万 | 1.31% | 19,915 | -8,216 | -29.2% | -$462.80万 | 减仓 |
| AMZN | Amazon.com Inc | $1,120.36万 | 1.31% | 47,007 | -52,830 | -52.9% | -$1,259.15万 | 减仓 |
| IWF | iShares TR Russell 1000 Growth | $1,076.04万 | 1.26% | 86,659 | -78,033 | -47.4% | -$968.94万 | 减仓 |
| GE | GE Aerospace | $938.92万 | 1.10% | 25,123 | -13 | -0.1% | -$4,858 | 减仓 |
| GEV | GE Vernova Inc | $932.49万 | 1.09% | 7,937 | -2,605 | -24.7% | -$306.05万 | 减仓 |
| AMD | Advanced Micro Devices Com | $908.83万 | 1.06% | 15,645 | 13,344 | 579.9% | $775.17万 | 加仓 |
| AMAT | Applied Matls Inc Com | $906.75万 | 1.06% | 12,541 | -1,471 | -10.5% | -$106.36万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $903.14万 | 1.06% | 79,740 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard High Dividend Yield E | $881.72万 | 1.03% | 55,794 | -2,514 | -4.3% | -$39.73万 | 减仓 |
| TSLA | Tesla Inc | $828.25万 | 0.97% | 19,692 | -5,110 | -20.6% | -$214.93万 | 减仓 |
| VO | Vanguard Morningstar Mid Cap E | $785.70万 | 0.92% | 97,518 | -1,762 | -1.8% | -$14.20万 | 减仓 |
| PANW | Palo Alto Networks | $778.41万 | 0.91% | 22,826 | -21,608 | -48.6% | -$736.88万 | 减仓 |
| LRCX | Lam Research Corp New | $750.92万 | 0.88% | 17,329 | 17,329 | — | $750.92万 | 新建仓 |
| ETN | Eaton Corp Com | $746.22万 | 0.87% | 17,512 | -3,637 | -17.2% | -$154.98万 | 减仓 |
| CAT | Caterpillar Inc | $742.02万 | 0.87% | 6,968 | 0 | 0.0% | — | 不变 |
| V | Visa | $736.46万 | 0.86% | 21,465 | -4,566 | -17.5% | -$156.66万 | 减仓 |
| APH | Amphenol Corp | $732.12万 | 0.86% | 41,522 | -11,645 | -21.9% | -$205.32万 | 减仓 |
| VB | Vanguard Morningstar Small Cap | $722.49万 | 0.84% | 23,835 | -900 | -3.6% | -$27.28万 | 减仓 |
| MPWR | Monolithic Power Systems | $705.00万 | 0.82% | 5,100 | -961 | -15.9% | -$132.84万 | 减仓 |
| ANET | Arista Networks Inc | $689.44万 | 0.81% | 40,584 | -8,635 | -17.5% | -$146.69万 | 减仓 |
| ECL | Ecolab Inc | $650.28万 | 0.76% | 23,340 | 5,276 | 29.2% | $146.99万 | 加仓 |
| JPM | J P Morgan Chase & Co | $627.39万 | 0.73% | 19,167 | -7,420 | -27.9% | -$242.88万 | 减仓 |
| DHR | Danaher | $600.53万 | 0.70% | 31,527 | -2,498 | -7.3% | -$47.58万 | 减仓 |
| TDG | Transdigm Group Inc Com | $594.09万 | 0.69% | 4,460 | 849 | 23.5% | $113.09万 | 加仓 |
| KLAC | Kla-Tencor Corp Com | $566.49万 | 0.66% | 18,776 | 18,776 | — | $566.49万 | 新建仓 |
| PLD | Prologis Inc | $558.75万 | 0.65% | 41,245 | -7,345 | -15.1% | -$99.50万 | 减仓 |
| COST | Costco Wholesale Corp | $552.50万 | 0.65% | 5,906 | -1,494 | -20.2% | -$139.76万 | 减仓 |
| ORLY | O'Reilly Automotive | $546.03万 | 0.64% | 59,293 | -24,289 | -29.1% | -$223.68万 | 减仓 |
| PFF | iShares U.S. Preferred Stock | $539.67万 | 0.63% | 177,000 | 0 | 0.0% | — | 不变 |
| VIK | Viking Holdings Ltd | $534.16万 | 0.62% | 51,033 | 2,897 | 6.0% | $30.32万 | 加仓 |
| TJX | TJX Corp | $516.18万 | 0.60% | 34,071 | 10,214 | 42.8% | $154.74万 | 加仓 |
| PLTR | Palantir Technologies Inc Cl A | $490.64万 | 0.57% | 42,054 | 3,388 | 8.8% | $39.53万 | 加仓 |
| NFLX | Netflix | $489.98万 | 0.57% | 68,624 | -17,202 | -20.0% | -$122.82万 | 减仓 |
| ORCL | Oracle | $446.54万 | 0.52% | 30,470 | 1,100 | 3.7% | $16.12万 | 加仓 |
| UNP | Union Pacific Corp | $417.61万 | 0.49% | 15,353 | 20 | 0.1% | $5,440 | 加仓 |
| MA | Mastercard Inc | $385.61万 | 0.45% | 7,508 | -6,189 | -45.2% | -$317.87万 | 减仓 |
| IBM | IBM | $300.44万 | 0.35% | 10,684 | 0 | 0.0% | — | 不变 |
| GWRE | Guidewire Software | $292.31万 | 0.34% | 23,755 | -6,362 | -21.1% | -$78.28万 | 减仓 |
| SPGI | S&P Global | $283.98万 | 0.33% | 6,973 | -2,174 | -23.8% | -$88.54万 | 减仓 |
| BKNG | Booking Holdings | $262.55万 | 0.31% | 14,730 | -3,670 | -19.9% | -$65.41万 | 减仓 |
| SHEL | Shell plc | $249.01万 | 0.29% | 32,114 | -3,201 | -9.1% | -$24.82万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $243.24万 | 0.28% | 42,214 | -98 | -0.2% | -$5,647 | 减仓 |
| MRK | Merck | $231.30万 | 0.27% | 18,000 | 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 |
| ABBV | AbbVie Inc | $196.88万 | 0.23% | 7,824 | 0 | 0.0% | — | 不变 |
| POWL | Powell Industries | $194.56万 | 0.23% | 6,794 | -2,437 | -26.4% | -$69.79万 | 减仓 |
| QQQ | Invesco QQQ Trust | $190.00万 | 0.22% | 2,580 | 920 | 55.4% | $67.75万 | 加仓 |
| UBER | Uber Technologies Inc | $184.90万 | 0.22% | 25,624 | -41,748 | -62.0% | -$301.25万 | 减仓 |
| WM | Waste Management | $184.05万 | 0.22% | 8,258 | -6 | -0.1% | -$1,337 | 减仓 |
| GS | Goldman Sachs | $174.66万 | 0.20% | 1,727 | 258 | 17.6% | $26.09万 | 加仓 |
| CW | Curtiss Wright Corp | $155.40万 | 0.18% | 2,051 | -370 | -15.3% | -$28.03万 | 减仓 |
| WWD | Woodward Inc | $127.78万 | 0.15% | 3,004 | -409 | -12.0% | -$17.40万 | 减仓 |
| DCO | Ducommun Inc | $127.61万 | 0.15% | 6,890 | -1,749 | -20.2% | -$32.39万 | 减仓 |
| KMI | Kinder Morgan Inc | $126.81万 | 0.15% | 39,667 | -2,887 | -6.8% | -$9.23万 | 减仓 |
| MOG/A | Moog Inc | $116.43万 | 0.14% | 2,747 | -380 | -12.2% | -$16.11万 | 减仓 |
| KO | Coca-Cola | $115.12万 | 0.13% | 14,165 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil | $109.79万 | 0.13% | 8,030 | 15 | 0.2% | $2,051 | 加仓 |
| XLV | Health Care Select Sector SPDR | $108.46万 | 0.13% | 6,836 | 2,224 | 48.2% | $35.29万 | 加仓 |
| BX | Blackstone Inc | $105.26万 | 0.12% | 8,945 | -810 | -8.3% | -$9.53万 | 减仓 |
| VTI | Vanguard Morningstar Total Sto | $93.14万 | 0.11% | 2,517 | -129 | -4.9% | -$4.77万 | 减仓 |
| HUBB | Hubbell Inc | $85.48万 | 0.10% | 1,634 | -192 | -10.5% | -$10.04万 | 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 |
| VST | Vistra Corp | $82.34万 | 0.10% | 5,191 | -104 | -2.0% | -$1.65万 | 减仓 |
| ORI | Old Republic Intl Corp | $80.92万 | 0.09% | 19,775 | -6,463 | -24.6% | -$26.45万 | 减仓 |
| BA | Boeing | $75.53万 | 0.09% | 3,489 | 40 | 1.2% | $8,659 | 加仓 |
| NEE | Nextera Energy | $72.92万 | 0.09% | 8,308 | -2,411 | -22.5% | -$21.16万 | 减仓 |
| MCK | McKesson Corp. | $72.16万 | 0.08% | 955 | 323 | 51.1% | $24.41万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $67.10万 | 0.08% | 896 | 60 | 7.2% | $4.49万 | 加仓 |
| XYL | Xylem Inc | $64.63万 | 0.08% | 5,467 | -1,774 | -24.5% | -$20.97万 | 减仓 |
| BSX | Boston Scientific Corp Com | $63.97万 | 0.07% | 14,988 | -51,466 | -77.4% | -$219.66万 | 减仓 |
| WMB | Williams Companies | $62.21万 | 0.07% | 8,368 | -840 | -9.1% | -$6.24万 | 减仓 |
| CVX | Chevron Corp | $58.45万 | 0.07% | 3,526 | -612 | -14.8% | -$10.14万 | 减仓 |
| PFE | Pfizer Incorporated | $53.87万 | 0.06% | 22,370 | -8,025 | -26.4% | -$19.32万 | 减仓 |
| SRE | Sempra Energy Com | $52.14万 | 0.06% | 5,623 | -1,120 | -16.6% | -$10.38万 | 减仓 |
| AMGN | Amgen Inc | $50.23万 | 0.06% | 1,387 | 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 |
| T | AT&T Inc | $43.15万 | 0.05% | 20,844 | 0 | 0.0% | — | 不变 |
| DVN | Devon Energy Corp New Com | $40.41万 | 0.05% | 9,779 | 9,779 | — | $40.41万 | 新建仓 |
| VNQ | Vanguard Real Estate ETF | $39.00万 | 0.05% | 4,044 | 310 | 8.3% | $2.99万 | 加仓 |
| ICVT | iShares Convertible Bond ETF | $38.21万 | 0.04% | 3,139 | -57 | -1.8% | -$6,939 | 减仓 |
| IRM | Iron Mtn Inc Pa Com | $37.37万 | 0.04% | 2,958 | -1,479 | -33.3% | -$18.68万 | 减仓 |
| ABT | Abbott Laboratories | $36.87万 | 0.04% | 4,064 | -2,514 | -38.2% | -$22.81万 | 减仓 |