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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $65.37万 | 0.03% | 1,509 | -280 | -15.7% | -$12.13万 | 减仓 |
| SABR | SABRE CORP | $65.74万 | 0.03% | 314,556 | -185,444 | -37.1% | -$38.76万 | 减仓 |
| MRK | MERCK & CO INC | $67.47万 | 0.03% | 5,250 | 304 | 6.1% | $3.91万 | 加仓 |
| EWJ | ISHARES INC | $68.54万 | 0.03% | 7,349 | 7,349 | — | $68.54万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $68.84万 | 0.03% | 10,190 | -217 | -2.1% | -$1.47万 | 减仓 |
| EEMS | ISHARES INC | $69.10万 | 0.03% | 9,105 | 23 | 0.3% | $1,746 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $70.39万 | 0.03% | 64,939 | -596 | -0.9% | -$6,461 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.96万 | 0.03% | 1,221 | -884 | -42.0% | -$51.37万 | 减仓 |
| TDTT | FLEXSHARES TR | $71.09万 | 0.03% | 29,734 | 51 | 0.2% | $1,219 | 加仓 |
| APH | AMPHENOL CORP | $72.85万 | 0.03% | 4,132 | 1,191 | 40.5% | $21.00万 | 加仓 |
| SMH | VANECK ETF TRUST | $73.85万 | 0.03% | 1,126 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $73.88万 | 0.03% | 7,464 | -33 | -0.4% | -$3,266 | 减仓 |
| DGRW | WISDOMTREE TR | $74.22万 | 0.03% | 7,762 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $76.14万 | 0.03% | 17,400 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $76.83万 | 0.03% | 11,873 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $77.46万 | 0.03% | 17,085 | -1,122 | -6.2% | -$5.09万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $79.18万 | 0.03% | 3,313 | 6 | 0.2% | $1,434 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $79.19万 | 0.03% | 6,073 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $79.76万 | 0.03% | 1,383 | -71 | -4.9% | -$4.09万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $80.83万 | 0.03% | 2,639 | 4 | 0.2% | $1,225 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $81.65万 | 0.03% | 11,316 | 902 | 8.7% | $6.51万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $81.90万 | 0.03% | 3,611 | 32 | 0.9% | $7,258 | 加仓 |
| RWR | SPDR SERIES TRUST | $81.99万 | 0.03% | 7,258 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $82.20万 | 0.03% | 5,602 | -8 | -0.1% | -$1,174 | 减仓 |
| SPYD | SPDR SERIES TRUST | $84.45万 | 0.03% | 17,700 | 17,700 | — | $84.45万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $85.31万 | 0.03% | 1,213 | -11 | -0.9% | -$7,736 | 减仓 |
| KLAC | KLA CORP | $86.34万 | 0.03% | 2,862 | 242 | 9.2% | $7.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $86.80万 | 0.04% | 24,935 | 113 | 0.5% | $3,933 | 加仓 |
| SHY | ISHARES TR | $86.84万 | 0.04% | 10,576 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $87.37万 | 0.04% | 9,942 | 285 | 3.0% | $2.50万 | 加仓 |
| IGIB | ISHARES TR | $88.71万 | 0.04% | 16,684 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $89.65万 | 0.04% | 5,247 | 5,247 | — | $89.65万 | 新建仓 |
| HYD | VANECK ETF TRUST | $90.12万 | 0.04% | 17,496 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $91.45万 | 0.04% | 2,447 | -339 | -12.2% | -$12.67万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $91.88万 | 0.04% | 9,107 | -15,926 | -63.6% | -$160.67万 | 减仓 |
| GLW | CORNING INC | $94.14万 | 0.04% | 3,686 | 20 | 0.5% | $5,108 | 加仓 |
| AZO | AUTOZONE INC | $94.92万 | 0.04% | 297 | -2 | -0.7% | -$6,392 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $95.30万 | 0.04% | 19,986 | -109 | -0.5% | -$5,197 | 减仓 |
| NFRA | FLEXSHARES TR | $95.53万 | 0.04% | 14,898 | 304 | 2.1% | $1.95万 | 加仓 |
| GEV | GE VERNOVA INC | $95.88万 | 0.04% | 816 | 18 | 2.3% | $2.11万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $101.75万 | 0.04% | 6,960 | -1,567 | -18.4% | -$22.91万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $102.49万 | 0.04% | 17,000 | 17,000 | — | $102.49万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $106.36万 | 0.04% | 20,502 | -27 | -0.1% | -$1,401 | 减仓 |
| V | VISA INC | $107.05万 | 0.04% | 3,120 | 875 | 39.0% | $30.02万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $108.91万 | 0.04% | 45,934 | 7,847 | 20.6% | $18.61万 | 加仓 |
| CSCO | CISCO SYS INC | $109.88万 | 0.04% | 9,354 | 385 | 4.3% | $4.52万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $113.55万 | 0.05% | 16,870 | 420 | 2.6% | $2.83万 | 加仓 |
| IAU | ISHARES GOLD TR | $116.06万 | 0.05% | 15,370 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $117.89万 | 0.05% | 1,021 | 168 | 19.7% | $19.40万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $120.05万 | 0.05% | 12,449 | 2,378 | 23.6% | $22.93万 | 加仓 |
| AMAT | APPLIED MATLS INC | $120.32万 | 0.05% | 1,664 | -172 | -9.4% | -$12.44万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $126.49万 | 0.05% | 34,410 | -1,504 | -4.2% | -$5.53万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $127.63万 | 0.05% | 4,284 | -1,345 | -23.9% | -$40.07万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $130.83万 | 0.05% | 2,121 | 121 | 6.0% | $7.46万 | 加仓 |
| IJJ | ISHARES TR | $131.84万 | 0.05% | 8,925 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $132.15万 | 0.05% | 7,414 | 664 | 9.8% | $11.84万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $132.70万 | 0.05% | 47,905 | 18,053 | 60.5% | $50.01万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $135.42万 | 0.05% | 6,750 | -1,836 | -21.4% | -$36.83万 | 减仓 |
| RTX | RTX CORPORATION | $138.52万 | 0.06% | 7,301 | -434 | -5.6% | -$8.23万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $138.70万 | 0.06% | 14,125 | 1,815 | 14.7% | $17.82万 | 加仓 |
| BALL | BALL CORP | $138.75万 | 0.06% | 22,235 | -6 | -0.0% | -$374 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $138.86万 | 0.06% | 41,711 | -2,773 | -6.2% | -$9.23万 | 减仓 |
| LQD | ISHARES TR | $139.22万 | 0.06% | 12,764 | -545 | -4.1% | -$5.94万 | 减仓 |
| VO | VANGUARD INDEX FDS | $139.27万 | 0.06% | 17,286 | 1,822 | 11.8% | $14.68万 | 加仓 |
| SHM | SPDR SERIES TRUST | $139.29万 | 0.06% | 29,040 | -1,267 | -4.2% | -$6.08万 | 减仓 |
| ACWI | ISHARES TR | $139.58万 | 0.06% | 8,892 | 5 | 0.1% | $785 | 加仓 |
| VSAT | VIASAT INC | $143.71万 | 0.06% | 16,002 | 3,630 | 29.3% | $32.60万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $146.86万 | 0.06% | 7,295 | -6 | -0.1% | -$1,208 | 减仓 |
| LIN | LINDE PLC | $151.84万 | 0.06% | 2,926 | 714 | 32.3% | $37.05万 | 加仓 |
| IJS | ISHARES TR | $156.01万 | 0.06% | 11,414 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $161.84万 | 0.07% | 61,701 | -448 | -0.7% | -$1.18万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $162.75万 | 0.07% | 25,878 | -1,277 | -4.7% | -$8.03万 | 减仓 |
| PEP | PEPSICO INC | $163.45万 | 0.07% | 12,072 | -1,745 | -12.6% | -$23.63万 | 减仓 |
| ABBV | ABBVIE INC | $164.55万 | 0.07% | 6,539 | -204 | -3.0% | -$5.13万 | 减仓 |
| IGM | ISHARES TR | $165.92万 | 0.07% | 10,143 | 7,261 | 251.9% | $118.77万 | 加仓 |
| ASML | ASML HLDG NV | $167.06万 | 0.07% | 840 | 443 | 111.6% | $88.11万 | 加仓 |
| IJR | ISHARES TR | $169.72万 | 0.07% | 11,444 | 678 | 6.3% | $10.06万 | 加仓 |
| EEM | ISHARES TR | $170.67万 | 0.07% | 24,948 | 89 | 0.4% | $6,088 | 加仓 |
| GUNR | FLEXSHARES TR | $172.02万 | 0.07% | 34,906 | -1,538 | -4.2% | -$7.58万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $172.56万 | 0.07% | 79,705 | -693 | -0.9% | -$1.50万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $173.72万 | 0.07% | 7,149 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $176.00万 | 0.07% | 16,070 | 43 | 0.3% | $4,709 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $177.34万 | 0.07% | 66,894 | -647 | -1.0% | -$1.72万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $178.54万 | 0.07% | 52,760 | -4,156 | -7.3% | -$14.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $181.46万 | 0.07% | 5,321 | 740 | 16.2% | $25.24万 | 加仓 |
| MGC | VANGUARD WORLD FD | $182.02万 | 0.07% | 6,652 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $184.55万 | 0.07% | 12,586 | 441 | 3.6% | $6.47万 | 加仓 |
| EWL | ISHARES INC | $184.90万 | 0.07% | 29,420 | 140 | 0.5% | $8,799 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $189.86万 | 0.08% | 5,671 | -734 | -11.5% | -$24.57万 | 减仓 |
| NFLX | NETFLIX INC. | $190.64万 | 0.08% | 26,700 | -15,821 | -37.2% | -$112.96万 | 减仓 |
| WM | WASTE MGMT INC DEL | $190.76万 | 0.08% | 8,559 | 1,069 | 14.3% | $23.83万 | 加仓 |
| USHY | ISHARES TR | $191.85万 | 0.08% | 51,823 | 239 | 0.5% | $8,848 | 加仓 |
| IVE | ISHARES TR | $195.42万 | 0.08% | 8,606 | -120 | -1.4% | -$2.72万 | 减仓 |
| TIP | ISHARES TR | $195.53万 | 0.08% | 17,868 | 85 | 0.5% | $9,302 | 加仓 |
| VBK | VANGUARD INDEX FDS | $196.41万 | 0.08% | 5,371 | 5 | 0.1% | $1,828 | 加仓 |
| IFRA | ISHARES TR | $197.00万 | 0.08% | 31,250 | -109 | -0.3% | -$6,871 | 减仓 |
| OKE | ONEOK INC NEW | $198.52万 | 0.08% | 22,834 | 16,982 | 290.2% | $147.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $203.60万 | 0.08% | 2,176 | 94 | 4.5% | $8.80万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $207.95万 | 0.08% | 19,059 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $212.61万 | 0.09% | 11,478 | 2,360 | 25.9% | $43.71万 | 加仓 |