SIMON QUICK ADVISORS, LLC
MORRISTOWN NJ · SEC CIK 0001692038
$21.86亿2026Q1 申报市值
378持仓数
46.7%前十大占比 · 第一大 8.2%
42 / 51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
INSM 新建仓+$818.66万
VEA 加仓+$690.78万
VTV 加仓+$662.82万
PZA 加仓+$420.79万
JMUB 加仓+$299.55万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$2,464.40万
BAC 减仓-$880.23万
VTEB 减仓-$443.18万
NVDA 减仓-$440.96万
IEMG 减仓-$378.60万
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 |
|---|---|---|---|---|---|---|---|---|
| ARKQ | ARK ETF TR | $25.07万 | 0.01% | 2,230 | 2,230 | — | $25.07万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $25.11万 | 0.01% | 1,281 | 1,281 | — | $25.11万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $25.33万 | 0.01% | 2,000 | 2,000 | — | $25.33万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $25.53万 | 0.01% | 2,717 | -409 | -13.1% | -$3.84万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $25.60万 | 0.01% | 286 | -17 | -5.6% | -$1.52万 | 减仓 |
| EFV | ISHARES TR | $25.68万 | 0.01% | 3,454 | 3,454 | — | $25.68万 | 新建仓 |
| UL | UNILEVER PLC | $25.75万 | 0.01% | 4,520 | 4,520 | — | $25.75万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $25.80万 | 0.01% | 2,622 | -2,765 | -51.3% | -$27.21万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $25.88万 | 0.01% | 10,000 | 10,000 | — | $25.88万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $26.11万 | 0.01% | 2,357 | 2,357 | — | $26.11万 | 新建仓 |
| SNA | SNAP ON INC | $26.12万 | 0.01% | 719 | 719 | — | $26.12万 | 新建仓 |
| ORI | OLD REP INTL CORP | $26.29万 | 0.01% | 6,588 | 6,588 | — | $26.29万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.29万 | 0.01% | 435 | 435 | — | $26.29万 | 新建仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $26.30万 | 0.01% | 60,314 | 60,314 | — | $26.30万 | 新建仓 |
| NGL | NGL ENERGY PARTNERS LP | $26.51万 | 0.01% | 21,500 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $26.81万 | 0.01% | 347 | -57 | -14.1% | -$4.40万 | 减仓 |
| BX | BLACKSTONE INC | $26.86万 | 0.01% | 2,336 | -1,018 | -30.4% | -$11.70万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.03万 | 0.01% | 4,579 | 0 | 0.0% | — | 不变 |
| BBHL | BBH TR | $27.40万 | 0.01% | 18,244 | 18,244 | — | $27.40万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.74万 | 0.01% | 1,487 | 1,487 | — | $27.74万 | 新建仓 |
| ORCL | ORACLE CORP | $27.85万 | 0.01% | 1,893 | -1,288 | -40.5% | -$18.95万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $28.04万 | 0.01% | 12,216 | -6 | -0.0% | -$138 | 减仓 |
| ALB | ALBEMARLE CORP | $28.06万 | 0.01% | 1,563 | 1,563 | — | $28.06万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $28.15万 | 0.01% | 2,487 | -813 | -24.6% | -$9.20万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $28.19万 | 0.01% | 2,995 | -113 | -3.6% | -$1.06万 | 减仓 |
| IXC | ISHARES TR | $28.38万 | 0.01% | 4,926 | 14 | 0.3% | $807 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $28.41万 | 0.01% | 3,820 | -41 | -1.1% | -$3,050 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $28.55万 | 0.01% | 939 | -244 | -20.6% | -$7.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $28.81万 | 0.01% | 853 | -224 | -20.8% | -$7.56万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $28.83万 | 0.01% | 1,454 | -640 | -30.6% | -$12.69万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $29.70万 | 0.01% | 408 | -16 | -3.8% | -$1.16万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $29.72万 | 0.01% | 4,348 | 4,348 | — | $29.72万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $29.80万 | 0.01% | 3,044 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $30.34万 | 0.01% | 9,801 | 1 | 0.0% | $31 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $31.13万 | 0.01% | 3,661 | -796 | -17.9% | -$6.77万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $31.16万 | 0.01% | 3,801 | 582 | 18.1% | $4.77万 | 加仓 |
| EMXC | ISHARES INC | $31.25万 | 0.01% | 3,973 | 407 | 11.4% | $3.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.50万 | 0.01% | 932 | -1,350 | -59.2% | -$45.62万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $31.86万 | 0.01% | 3,936 | 3,936 | — | $31.86万 | 新建仓 |
| CI | THE CIGNA GROUP | $32.19万 | 0.01% | 1,207 | -143 | -10.6% | -$3.81万 | 减仓 |
| VLO | VALERO ENERGY CORP | $32.47万 | 0.01% | 1,314 | 1,314 | — | $32.47万 | 新建仓 |
| CSX | CSX CORP | $32.71万 | 0.01% | 7,968 | -192 | -2.4% | -$7,882 | 减仓 |
| UNP | UNION PAC CORP | $32.94万 | 0.02% | 1,358 | 1,358 | — | $32.94万 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $33.29万 | 0.02% | 5,400 | 5,400 | — | $33.29万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $33.38万 | 0.02% | 19,293 | 3,175 | 19.7% | $5.49万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $33.42万 | 0.02% | 2,817 | -689 | -19.7% | -$8.17万 | 减仓 |
| WSO | WATSCO INC | $33.58万 | 0.02% | 923 | 923 | — | $33.58万 | 新建仓 |
| IGM | ISHARES TR | $34.15万 | 0.02% | 2,882 | 1 | 0.0% | $118 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.30万 | 0.02% | 1,767 | 507 | 40.2% | $9.84万 | 加仓 |
| SRE | SEMPRA | $34.58万 | 0.02% | 3,559 | -314 | -8.1% | -$3.05万 | 减仓 |
| CME | CME GROUP INC | $35.12万 | 0.02% | 1,189 | 1,189 | — | $35.12万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $35.75万 | 0.02% | 15,678 | 71 | 0.5% | $1,619 | 加仓 |
| BA | BOEING CO | $36.37万 | 0.02% | 1,827 | -322 | -15.0% | -$6.41万 | 减仓 |
| IBDW | ISHARES TR | $36.39万 | 0.02% | 17,387 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $36.51万 | 0.02% | 1,851 | 1,851 | — | $36.51万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $36.56万 | 0.02% | 995 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $37.15万 | 0.02% | 2,941 | -397 | -11.9% | -$5.02万 | 减仓 |
| CALF | PACER FDS TR | $37.52万 | 0.02% | 8,361 | 8,361 | — | $37.52万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $37.74万 | 0.02% | 5,477 | 388 | 7.6% | $2.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $38.23万 | 0.02% | 1,789 | -980 | -35.4% | -$20.94万 | 减仓 |
| SHE | SPDR SERIES TRUST | $38.34万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $38.39万 | 0.02% | 3,700 | 3,700 | — | $38.39万 | 新建仓 |
| KLAC | KLA CORP | $38.52万 | 0.02% | 262 | -36 | -12.1% | -$5.29万 | 减仓 |
| IBDU | ISHARES TR | $38.62万 | 0.02% | 16,604 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $39.25万 | 0.02% | 3,797 | 3,797 | — | $39.25万 | 新建仓 |
| — | EATON VANCE SR FLTNG RTE TR | $40.43万 | 0.02% | 38,357 | 38,357 | — | $40.43万 | 新建仓 |
| OEF | ISHARES TR | $40.56万 | 0.02% | 1,275 | 3 | 0.2% | $954 | 加仓 |
| CMI | CUMMINS INC | $40.94万 | 0.02% | 761 | 146 | 23.7% | $7.86万 | 加仓 |
| IBDS | ISHARES TR | $41.36万 | 0.02% | 17,061 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.36万 | 0.02% | 5,439 | 341 | 6.7% | $2.59万 | 加仓 |
| IBDT | ISHARES TR | $41.40万 | 0.02% | 16,343 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $41.42万 | 0.02% | 18,920 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $41.42万 | 0.02% | 4,034 | -1,468 | -26.7% | -$15.07万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $41.74万 | 0.02% | 32,971 | -14,361 | -30.3% | -$18.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.83万 | 0.02% | 2,105 | -815 | -27.9% | -$16.58万 | 减仓 |
| SMH | VANECK ETF TRUST | $43.17万 | 0.02% | 1,126 | 67 | 6.3% | $2.57万 | 加仓 |
| COP | CONOCOPHILLIPS | $44.26万 | 0.02% | 3,353 | 609 | 22.2% | $8.04万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $44.39万 | 0.02% | 23,879 | -5 | -0.0% | -$93 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.66万 | 0.02% | 528 | -286 | -35.1% | -$24.19万 | 减仓 |
| IWP | ISHARES TR | $44.94万 | 0.02% | 3,508 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $46.70万 | 0.02% | 829 | 97 | 13.3% | $5.46万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $46.91万 | 0.02% | 9,870 | 36 | 0.4% | $1,711 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $47.86万 | 0.02% | 3,815 | -189 | -4.7% | -$2.37万 | 减仓 |
| FLR | FLUOR CORP | $48.52万 | 0.02% | 10,400 | 10,400 | — | $48.52万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $48.70万 | 0.02% | 51,697 | 3,276 | 6.8% | $3.09万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $49.12万 | 0.02% | 3,434 | -69 | -2.0% | -$9,870 | 减仓 |
| GLW | CORNING INC | $49.84万 | 0.02% | 3,666 | -663 | -15.3% | -$9.01万 | 减仓 |
| TLT | ISHARES TR | $50.23万 | 0.02% | 5,794 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $50.51万 | 0.02% | 1,417 | -28 | -1.9% | -$9,981 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.26万 | 0.02% | 751 | 371 | 97.6% | $25.32万 | 加仓 |
| ZG | ZILLOW GROUP INC | $52.18万 | 0.02% | 12,608 | 1,265 | 11.2% | $5.24万 | 加仓 |
| ASML | ASML HLDG NV | $52.39万 | 0.02% | 397 | -121 | -23.4% | -$15.97万 | 减仓 |
| OKE | ONEOK INC NEW | $52.90万 | 0.02% | 5,852 | 2,391 | 69.1% | $21.61万 | 加仓 |
| QXO | QXO INC | $53.04万 | 0.02% | 27,311 | -305 | -1.1% | -$5,923 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $53.91万 | 0.02% | 11,533 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $54.16万 | 0.02% | 5,823 | -1,962 | -25.2% | -$18.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $54.30万 | 0.02% | 3,284 | 407 | 14.1% | $6.73万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $54.38万 | 0.02% | 30,636 | 30,636 | — | $54.38万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.48万 | 0.02% | 3,725 | -813 | -17.9% | -$11.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $55.75万 | 0.03% | 5,629 | 5,629 | — | $55.75万 | 新建仓 |