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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $207.41万 | 0.09% | 2,082 | -330 | -13.7% | -$32.87万 | 减仓 |
| MP | MP MATERIALS CORP | $208.33万 | 0.10% | 43,168 | -229 | -0.5% | -$1.11万 | 减仓 |
| SLV | ISHARES SILVER TR | $209.05万 | 0.10% | 30,680 | -5,920 | -16.2% | -$40.34万 | 减仓 |
| PEP | PEPSICO INC | $214.56万 | 0.10% | 13,817 | 4,301 | 45.2% | $66.79万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $215.63万 | 0.10% | 25,033 | 25,033 | — | $215.63万 | 新建仓 |
| SCZ | ISHARES TR | $222.28万 | 0.10% | 28,349 | 672 | 2.4% | $5.27万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $223.62万 | 0.10% | 15,338 | -320 | -2.0% | -$4.67万 | 减仓 |
| VICI | VICI PPTYS INC | $223.68万 | 0.10% | 81,874 | 32,899 | 67.2% | $89.88万 | 加仓 |
| MGV | VANGUARD WORLD FD | $224.28万 | 0.10% | 15,473 | 7 | 0.0% | $1,015 | 加仓 |
| TRGP | TARGA RES CORP | $226.79万 | 0.10% | 9,045 | -860 | -8.7% | -$21.56万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $226.96万 | 0.10% | 88,518 | 12,075 | 15.8% | $30.96万 | 加仓 |
| VAW | VANGUARD WORLD FD | $235.66万 | 0.11% | 10,458 | 108 | 1.0% | $2.43万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $236.58万 | 0.11% | 26,255 | 1,796 | 7.3% | $16.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $260.68万 | 0.12% | 51,928 | 2,168 | 4.4% | $10.88万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $262.80万 | 0.12% | 18,856 | -2,800 | -12.9% | -$39.02万 | 减仓 |
| WELL | WELLTOWER INC | $273.66万 | 0.13% | 13,841 | -1,515 | -9.9% | -$29.95万 | 减仓 |
| HD | HOME DEPOT INC | $281.75万 | 0.13% | 8,567 | 932 | 12.2% | $30.65万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $285.88万 | 0.13% | 62,624 | -413 | -0.7% | -$1.89万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $286.27万 | 0.13% | 61,025 | -11,725 | -16.1% | -$55.00万 | 减仓 |
| COWZ | PACER FDS TR | $289.95万 | 0.13% | 46,348 | 42,612 | 1,140.6% | $266.58万 | 加仓 |
| TSLA | TESLA INC | $293.16万 | 0.13% | 7,886 | -2,453 | -23.7% | -$91.19万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $293.82万 | 0.13% | 17,025 | 4,964 | 41.2% | $85.67万 | 加仓 |
| CAT | CATERPILLAR INC | $303.61万 | 0.14% | 4,285 | -1,149 | -21.1% | -$81.41万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $308.84万 | 0.14% | 52,284 | 1,228 | 2.4% | $7.25万 | 加仓 |
| IGF | ISHARES TR | $312.01万 | 0.14% | 46,568 | -100 | -0.2% | -$6,700 | 减仓 |
| ACWX | ISHARES TR | $316.05万 | 0.14% | 46,158 | -1,159 | -2.4% | -$7.94万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $316.44万 | 0.14% | 32,152 | -369 | -1.1% | -$3.63万 | 减仓 |
| SUB | ISHARES TR | $318.81万 | 0.15% | 29,935 | 11,034 | 58.4% | $117.51万 | 加仓 |
| ADBE | ADOBE INC | $328.06万 | 0.15% | 13,496 | -2,653 | -16.4% | -$64.49万 | 减仓 |
| SDY | SPDR SERIES TRUST | $329.12万 | 0.15% | 22,552 | -634 | -2.7% | -$9.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $331.55万 | 0.15% | 40,067 | 6,799 | 20.4% | $56.26万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $335.69万 | 0.15% | 22,666 | -240 | -1.0% | -$3.55万 | 减仓 |
| IWO | ISHARES TR | $338.81万 | 0.16% | 10,797 | -408 | -3.6% | -$12.80万 | 减仓 |
| EFA | ISHARES TR | $340.56万 | 0.16% | 35,062 | 9,255 | 35.9% | $89.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $343.87万 | 0.16% | 14,067 | 219 | 1.6% | $5.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $347.76万 | 0.16% | 6,025 | 30 | 0.5% | $1.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $351.93万 | 0.16% | 13,006 | 10,408 | 400.6% | $281.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $353.78万 | 0.16% | 17,099 | -1,243 | -6.8% | -$25.72万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $354.31万 | 0.16% | 56,526 | 10,407 | 22.6% | $65.23万 | 加仓 |
| DVY | ISHARES TR | $355.18万 | 0.16% | 23,458 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $357.16万 | 0.16% | 148,136 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $363.82万 | 0.17% | 18,968 | -4,515 | -19.2% | -$86.60万 | 减仓 |
| COMP | COMPASS INC | $363.86万 | 0.17% | 497,758 | -707 | -0.1% | -$5,168 | 减仓 |
| VXF | VANGUARD INDEX FDS | $377.79万 | 0.17% | 18,357 | -255 | -1.4% | -$5.25万 | 减仓 |
| MCD | MCDONALDS CORP | $380.24万 | 0.17% | 12,235 | 1,818 | 17.5% | $56.50万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $386.81万 | 0.18% | 11,270 | -996 | -8.1% | -$34.19万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $390.79万 | 0.18% | 18,171 | -150 | -0.8% | -$3.23万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $399.33万 | 0.18% | 130,160 | 701 | 0.5% | $2.15万 | 加仓 |
| EMR | EMERSON ELEC CO | $406.06万 | 0.19% | 30,992 | -2,223 | -6.7% | -$29.13万 | 减仓 |
| NFLX | NETFLIX INC. | $408.84万 | 0.19% | 42,521 | -2,205 | -4.9% | -$21.20万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $413.93万 | 0.19% | 101,379 | 12,579 | 14.2% | $51.36万 | 加仓 |
| XEL | XCEL ENERGY INC | $417.61万 | 0.19% | 52,569 | 6,133 | 13.2% | $48.72万 | 加仓 |
| BLK | BLACKROCK INC | $423.97万 | 0.19% | 4,408 | 462 | 11.7% | $44.44万 | 加仓 |
| ITM | VANECK ETF TRUST | $438.03万 | 0.20% | 94,341 | -1,031 | -1.1% | -$4.79万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $439.51万 | 0.20% | 91,469 | 14,904 | 19.5% | $71.61万 | 加仓 |
| IWV | ISHARES TR | $450.27万 | 0.21% | 12,147 | 742 | 6.5% | $27.50万 | 加仓 |
| MDT | MEDTRONIC PLC | $450.68万 | 0.21% | 52,012 | 3,309 | 6.8% | $28.67万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $453.84万 | 0.21% | 34,149 | 19,539 | 133.7% | $259.68万 | 加仓 |
| WMT | WALMART INC | $460.22万 | 0.21% | 37,031 | -11,054 | -23.0% | -$137.38万 | 减仓 |
| T | AT&T INC | $460.59万 | 0.21% | 158,878 | 13,794 | 9.5% | $39.99万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $461.02万 | 0.21% | 87,231 | -19,766 | -18.5% | -$104.46万 | 减仓 |
| TFC | TRUIST FINL CORP | $469.21万 | 0.21% | 102,069 | -5,582 | -5.2% | -$25.66万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $474.74万 | 0.22% | 102,183 | -7,117 | -6.5% | -$33.07万 | 减仓 |
| VV | VANGUARD INDEX FDS | $475.95万 | 0.22% | 15,926 | -2,768 | -14.8% | -$82.72万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $477.66万 | 0.22% | 60,258 | 17,626 | 41.3% | $139.72万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $487.70万 | 0.22% | 27,063 | 2,268 | 9.1% | $40.87万 | 加仓 |
| GLD | SPDR GOLD TR | $517.29万 | 0.24% | 12,022 | 1,079 | 9.9% | $46.43万 | 加仓 |
| VDC | VANGUARD WORLD FD | $517.93万 | 0.24% | 23,061 | 1,079 | 4.9% | $24.23万 | 加仓 |
| ETN | EATON CORP PLC | $523.88万 | 0.24% | 14,647 | 89 | 0.6% | $3.18万 | 加仓 |
| LLY | ELI LILLY & CO | $526.17万 | 0.24% | 5,721 | -1,296 | -18.5% | -$119.20万 | 减仓 |
| IVW | ISHARES TR | $536.27万 | 0.25% | 47,411 | -870 | -1.8% | -$9.84万 | 减仓 |
| C | CITIGROUP INC | $546.92万 | 0.25% | 48,225 | -17,443 | -26.6% | -$197.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $551.65万 | 0.25% | 22,759 | 4,131 | 22.2% | $100.13万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $555.98万 | 0.25% | 113,604 | -6,973 | -5.8% | -$34.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $571.49万 | 0.26% | 170,440 | -14,729 | -8.0% | -$49.39万 | 减仓 |
| GOOGL | ALPHABET INC | $588.33万 | 0.27% | 20,459 | -4,386 | -17.7% | -$126.13万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $592.26万 | 0.27% | 257,730 | 183,113 | 245.4% | $420.79万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $605.84万 | 0.28% | 121,435 | -88,831 | -42.2% | -$443.18万 | 减仓 |
| MS | MORGAN STANLEY | $610.98万 | 0.28% | 37,126 | 2,143 | 6.1% | $35.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $628.06万 | 0.29% | 36,013 | -25,285 | -41.2% | -$440.96万 | 减仓 |
| GOVT | ISHARES TR | $673.26万 | 0.31% | 293,872 | 27,642 | 10.4% | $63.33万 | 加仓 |
| AVGO | BROADCOM INC | $680.40万 | 0.31% | 21,983 | -7,443 | -25.3% | -$230.37万 | 减仓 |
| WMB | WILLIAMS COS INC | $692.67万 | 0.32% | 95,174 | -2,892 | -2.9% | -$21.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $704.09万 | 0.32% | 93,753 | -5,335 | -5.4% | -$40.07万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $785.29万 | 0.36% | 106,639 | 18,047 | 20.4% | $132.90万 | 加仓 |
| IWR | ISHARES TR | $814.09万 | 0.37% | 83,728 | -4,609 | -5.2% | -$44.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $815.73万 | 0.37% | 27,731 | -1,015 | -3.5% | -$29.86万 | 减仓 |
| INSM | INSMED INC | $818.66万 | 0.37% | 50,065 | 50,065 | — | $818.66万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $843.87万 | 0.39% | 179,737 | 7,979 | 4.6% | $37.46万 | 加仓 |
| GOOG | ALPHABET INC | $846.87万 | 0.39% | 29,522 | -3,637 | -11.0% | -$104.33万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $861.77万 | 0.39% | 238,189 | -10,932 | -4.4% | -$39.55万 | 减仓 |
| VIS | VANGUARD WORLD FD | $864.35万 | 0.40% | 27,684 | -1,595 | -5.4% | -$49.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $870.80万 | 0.40% | 18,172 | -3,702 | -16.9% | -$177.40万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $875.15万 | 0.40% | 251,770 | -19,230 | -7.1% | -$66.84万 | 减仓 |
| EZU | ISHARES INC | $959.63万 | 0.44% | 153,198 | -9,237 | -5.7% | -$57.86万 | 减仓 |
| SGOV | ISHARES TR | $965.85万 | 0.44% | 95,952 | 28,305 | 41.8% | $284.92万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $997.03万 | 0.46% | 199,446 | 59,921 | 42.9% | $299.55万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,002.33万 | 0.46% | 90,414 | -3,047 | -3.3% | -$33.78万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,005.40万 | 0.46% | 14 | 1 | 7.7% | $71.81万 | 加仓 |
| IWM | ISHARES TR | $1,009.80万 | 0.46% | 40,718 | 1,887 | 4.9% | $46.80万 | 加仓 |