SIMON QUICK ADVISORS, LLC
MORRISTOWN NJ · SEC CIK 0001692038
$24.75亿2026Q2 申报市值
421持仓数
47.9%前十大占比 · 第一大 8.4%
53 / 17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
AVEM 新建仓+$871.64万
VOO 加仓+$799.17万
EAGL 新建仓+$666.36万
VTV 加仓+$639.52万
ET 加仓+$508.09万
2026Q2 卖出最多 按季末市值估算
VWO 减仓-$714.08万
IWD 减仓-$361.78万
AAPL 减仓-$353.77万
JAAA 减仓-$265.22万
AMZN 减仓-$248.83万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2.09亿 | 8.43% | 279,510 | 2,824 | 1.0% | $210.89万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.66亿 | 6.71% | 1,928,693 | 52,799 | 2.8% | $454.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.51亿 | 6.09% | 691,556 | 29,345 | 4.4% | $639.52万 | 加仓 |
| IWF | ISHARES TR | $1.23亿 | 4.99% | 994,081 | 4,165 | 0.4% | $51.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.12亿 | 4.51% | 162,570 | 11,636 | 7.7% | $799.17万 | 加仓 |
| IVV | ISHARES TR | $1.02亿 | 4.13% | 136,664 | 4,928 | 3.7% | $369.05万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $9,264.99万 | 3.74% | 1,524,098 | -5,881 | -0.4% | -$35.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,215.48万 | 3.32% | 1,153,049 | 54,736 | 5.0% | $389.99万 | 加仓 |
| AAPL | APPLE INC | $7,686.20万 | 3.10% | 265,628 | -12,226 | -4.4% | -$353.77万 | 减仓 |
| ITOT | ISHARES TR | $7,209.75万 | 2.91% | 438,896 | -815 | -0.2% | -$13.39万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $6,271.09万 | 2.53% | 1,242,046 | -52,529 | -4.1% | -$265.22万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,608.51万 | 1.46% | 229,914 | -15,124 | -6.2% | -$237.37万 | 减仓 |
| AMZN | AMAZON COM INC | $3,542.57万 | 1.43% | 148,635 | -10,440 | -6.6% | -$248.83万 | 减仓 |
| IEMG | ISHARES INC | $3,439.20万 | 1.39% | 415,162 | -26,074 | -5.9% | -$216.00万 | 减仓 |
| IEFA | ISHARES TR | $3,356.11万 | 1.36% | 347,495 | -4,204 | -1.2% | -$40.60万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,216.91万 | 1.30% | 538,936 | -119,631 | -18.2% | -$714.08万 | 减仓 |
| IWD | ISHARES TR | $3,011.55万 | 1.22% | 124,223 | -14,923 | -10.7% | -$361.78万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,925.27万 | 1.18% | 513,385 | 84,758 | 19.8% | $482.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,712.51万 | 1.10% | 73,303 | -986 | -1.3% | -$36.49万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,657.44万 | 1.07% | 87,670 | 1,566 | 1.8% | $47.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,366.41万 | 0.96% | 197,992 | -1,816 | -0.9% | -$21.70万 | 减仓 |
| SHV | ISHARES TR | $1,978.99万 | 0.80% | 179,338 | 38 | 0.0% | $4,193 | 加仓 |
| MSFT | MICROSOFT CORP | $1,685.97万 | 0.68% | 45,198 | 4,759 | 11.8% | $177.52万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,604.79万 | 0.65% | 299,346 | -2,671 | -0.9% | -$14.32万 | 减仓 |
| ICSH | ISHARES TR | $1,482.87万 | 0.60% | 293,172 | -1,438 | -0.5% | -$7.27万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $1,418.40万 | 0.57% | 600,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1,389.53万 | 0.56% | 180,201 | 610 | 0.3% | $4.70万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,384.96万 | 0.56% | 87,291 | -1,721 | -1.9% | -$27.31万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,333.90万 | 0.54% | 263,773 | -7,867 | -2.9% | -$39.78万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,245.53万 | 0.50% | 106,202 | -44 | -0.0% | -$5,160 | 减仓 |
| HUBB | HUBBELL INC | $1,244.40万 | 0.50% | 23,784 | 3 | 0.0% | $1,570 | 加仓 |
| META | META PLATFORMS INC | $1,228.02万 | 0.50% | 21,801 | 3,059 | 16.3% | $172.31万 | 加仓 |
| IWM | ISHARES TR | $1,149.48万 | 0.46% | 38,258 | -2,460 | -6.0% | -$73.91万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,062.66万 | 0.43% | 208,365 | 1,336 | 0.6% | $6.81万 | 加仓 |
| EZU | ISHARES INC | $1,060.26万 | 0.43% | 152,556 | -642 | -0.4% | -$4.46万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $1,032.40万 | 0.42% | 172,441 | 194 | 0.1% | $1.16万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,019.54万 | 0.41% | 201,271 | 1,825 | 0.9% | $9.24万 | 加仓 |
| SGOV | ISHARES TR | $1,016.13万 | 0.41% | 100,937 | 4,985 | 5.2% | $50.18万 | 加仓 |
| VIS | VANGUARD WORLD FD | $993.32万 | 0.40% | 27,563 | -121 | -0.4% | -$4.36万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $987.65万 | 0.40% | 92,192 | 1,778 | 2.0% | $19.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $977.40万 | 0.39% | 34,757 | 11,998 | 52.7% | $337.39万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $973.50万 | 0.39% | 13 | -1 | -7.1% | -$74.89万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $942.21万 | 0.38% | 237,033 | -1,156 | -0.5% | -$4.60万 | 减仓 |
| GOOG | ALPHABET INC | $941.05万 | 0.38% | 26,634 | -2,888 | -9.8% | -$102.04万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $939.83万 | 0.38% | 176,958 | -2,007 | -1.1% | -$10.66万 | 减仓 |
| IWR | ISHARES TR | $924.61万 | 0.37% | 83,811 | 83 | 0.1% | $9,157 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $889.53万 | 0.36% | 27,175 | -556 | -2.0% | -$18.20万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $887.83万 | 0.36% | 251,581 | -189 | -0.1% | -$6,670 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $871.64万 | 0.35% | 90,334 | 90,334 | — | $871.64万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $834.78万 | 0.34% | 113,715 | 7,076 | 6.6% | $51.94万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $832.69万 | 0.34% | 177,887 | -1,850 | -1.0% | -$8.66万 | 减仓 |
| AVGO | BROADCOM INC | $823.29万 | 0.33% | 21,795 | -188 | -0.9% | -$7.10万 | 减仓 |
| — | EXXON MOBIL CORP | $821.15万 | 0.33% | 60,061 | -1,504 | -2.4% | -$20.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $802.78万 | 0.32% | 16,043 | -2,129 | -11.7% | -$106.53万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $783.28万 | 0.32% | 93,526 | -227 | -0.2% | -$1.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $713.09万 | 0.29% | 35,638 | -375 | -1.0% | -$7.50万 | 减仓 |
| WMB | WILLIAMS COS INC | $710.50万 | 0.29% | 95,575 | 401 | 0.4% | $2.98万 | 加仓 |
| GOOGL | ALPHABET INC | $702.52万 | 0.28% | 19,658 | -801 | -3.9% | -$28.63万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $699.36万 | 0.28% | 36,708 | 2,559 | 7.5% | $48.75万 | 加仓 |
| LLY | ELI LILLY & CO | $697.36万 | 0.28% | 5,814 | 93 | 1.6% | $11.15万 | 加仓 |
| GOVT | ISHARES TR | $682.24万 | 0.28% | 299,493 | 5,621 | 1.9% | $12.80万 | 加仓 |
| C | CITIGROUP INC | $670.46万 | 0.27% | 47,903 | -322 | -0.7% | -$4.51万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $666.36万 | 0.27% | 207,137 | 207,137 | — | $666.36万 | 新建仓 |
| IVW | ISHARES TR | $654.48万 | 0.26% | 47,588 | 177 | 0.4% | $2.43万 | 加仓 |
| MS | MORGAN STANLEY | $641.86万 | 0.26% | 30,705 | -6,421 | -17.3% | -$134.23万 | 减仓 |
| ETN | EATON CORP PLC | $625.76万 | 0.25% | 14,685 | 38 | 0.3% | $1.62万 | 加仓 |
| COMP | COMPASS INC | $613.74万 | 0.25% | 497,758 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $611.80万 | 0.25% | 120,957 | -478 | -0.4% | -$2.42万 | 减仓 |
| ET | ENERGY TRANSFER L P | $610.72万 | 0.25% | 319,416 | 265,736 | 495.0% | $508.09万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $606.18万 | 0.24% | 257,730 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $582.25万 | 0.24% | 113,125 | -479 | -0.4% | -$2.47万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $579.78万 | 0.23% | 102,853 | 670 | 0.7% | $3.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $572.41万 | 0.23% | 13,772 | 766 | 5.9% | $31.84万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $546.44万 | 0.22% | 170,922 | 482 | 0.3% | $1.54万 | 加仓 |
| INSM | INSMED INC | $533.60万 | 0.22% | 50,047 | -18 | -0.0% | -$1,919 | 减仓 |
| VV | VANGUARD INDEX FDS | $522.61万 | 0.21% | 15,196 | -730 | -4.6% | -$25.11万 | 减仓 |
| VDC | VANGUARD WORLD FD | $519.12万 | 0.21% | 23,022 | -39 | -0.2% | -$8,794 | 减仓 |
| TFC | TRUIST FINL CORP | $513.31万 | 0.21% | 103,032 | 963 | 0.9% | $4.80万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $505.85万 | 0.20% | 56,299 | -227 | -0.4% | -$2.04万 | 减仓 |
| IWV | ISHARES TR | $505.08万 | 0.20% | 11,845 | -302 | -2.5% | -$12.88万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $503.44万 | 0.20% | 158,763 | 28,603 | 22.0% | $90.70万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $484.23万 | 0.20% | 26,965 | -98 | -0.4% | -$1.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $470.03万 | 0.19% | 59,475 | -783 | -1.3% | -$6.19万 | 减仓 |
| CAT | CATERPILLAR INC | $465.57万 | 0.19% | 4,372 | 87 | 2.0% | $9.26万 | 加仓 |
| DVY | ISHARES TR | $455.74万 | 0.18% | 29,158 | 5,700 | 24.3% | $89.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $453.83万 | 0.18% | 28,718 | 6,052 | 26.7% | $95.64万 | 加仓 |
| EMR | EMERSON ELEC CO | $447.11万 | 0.18% | 31,234 | 242 | 0.8% | $3.46万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $445.82万 | 0.18% | 101,254 | -125 | -0.1% | -$5,504 | 减仓 |
| ITM | VANECK ETF TRUST | $443.31万 | 0.18% | 94,341 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $442.54万 | 0.18% | 17,974 | -383 | -2.1% | -$9.43万 | 减仓 |
| QQQ | INVESCO QQQ TR | $442.29万 | 0.18% | 6,006 | -19 | -0.3% | -$1.40万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $439.41万 | 0.18% | 18,570 | 399 | 2.2% | $9.44万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $438.53万 | 0.18% | 90,549 | -920 | -1.0% | -$4.46万 | 减仓 |
| IWO | ISHARES TR | $433.81万 | 0.18% | 11,012 | 215 | 2.0% | $8.47万 | 加仓 |
| BLK | BLACKROCK INC | $427.12万 | 0.17% | 4,442 | 34 | 0.8% | $3.27万 | 加仓 |
| XEL | XCEL ENERGY INC | $426.46万 | 0.17% | 53,108 | 539 | 1.0% | $4.33万 | 加仓 |
| SDY | SPDR SERIES TRUST | $423.11万 | 0.17% | 27,803 | 5,251 | 23.3% | $79.91万 | 加仓 |
| QUAL | ISHARES TR | $413.25万 | 0.17% | 18,833 | -135 | -0.7% | -$2.96万 | 减仓 |
| WMT | WALMART INC | $413.04万 | 0.17% | 36,468 | -563 | -1.5% | -$6.38万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $402.31万 | 0.16% | 11,357 | 87 | 0.8% | $3.08万 | 加仓 |