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 |
|---|---|---|---|---|---|---|---|---|
| VICI | VICI PPTYS INC | $226.92万 | 0.09% | 85,467 | 3,593 | 4.4% | $9.54万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $227.00万 | 0.09% | 27,475 | 2,671 | 10.8% | $22.07万 | 加仓 |
| SCZ | ISHARES TR | $232.85万 | 0.09% | 28,303 | -46 | -0.2% | -$3,784 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $236.82万 | 0.10% | 15,349 | 11 | 0.1% | $1,697 | 加仓 |
| VAW | VANGUARD WORLD FD | $237.94万 | 0.10% | 10,400 | -58 | -0.6% | -$1.33万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $238.93万 | 0.10% | 18,911 | 55 | 0.3% | $6,949 | 加仓 |
| MP | MP MATERIALS CORP | $241.47万 | 0.10% | 43,112 | -56 | -0.1% | -$3,137 | 减仓 |
| TRGP | TARGA RES CORP | $242.67万 | 0.10% | 9,050 | 5 | 0.1% | $1,341 | 加仓 |
| VLUE | ISHARES TR | $244.09万 | 0.10% | 12,216 | -2 | -0.0% | -$400 | 减仓 |
| MGV | VANGUARD WORLD FD | $253.01万 | 0.10% | 15,479 | 6 | 0.0% | $981 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $258.86万 | 0.10% | 20,254 | 1,369 | 7.2% | $17.50万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $264.33万 | 0.11% | 89,817 | 1,299 | 1.5% | $3.82万 | 加仓 |
| ADBE | ADOBE INC | $277.27万 | 0.11% | 13,524 | 28 | 0.2% | $5,741 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $282.76万 | 0.11% | 26,235 | -20 | -0.1% | -$2,156 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $285.83万 | 0.12% | 32,771 | 619 | 1.9% | $5.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $287.72万 | 0.12% | 17,358 | 259 | 1.5% | $4.29万 | 加仓 |
| COWZ | PACER FDS TR | $289.53万 | 0.12% | 46,547 | 199 | 0.4% | $1.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $290.45万 | 0.12% | 17,757 | 732 | 4.3% | $11.97万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $299.45万 | 0.12% | 59,426 | -3,198 | -5.1% | -$16.11万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $303.02万 | 0.12% | 58,521 | -2,504 | -4.1% | -$12.97万 | 减仓 |
| MCD | MCDONALDS CORP | $304.64万 | 0.12% | 11,270 | -965 | -7.9% | -$26.09万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $304.69万 | 0.12% | 52,155 | -129 | -0.2% | -$7,536 | 减仓 |
| HD | HOME DEPOT INC | $312.49万 | 0.13% | 8,860 | 293 | 3.4% | $10.33万 | 加仓 |
| WELL | WELLTOWER INC | $312.50万 | 0.13% | 13,768 | -73 | -0.5% | -$1.66万 | 减仓 |
| IGF | ISHARES TR | $316.31万 | 0.13% | 47,494 | 926 | 2.0% | $6.17万 | 加仓 |
| SUB | ISHARES TR | $317.94万 | 0.13% | 29,862 | -73 | -0.2% | -$7,772 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $325.91万 | 0.13% | 76,974 | 25,046 | 48.2% | $106.05万 | 加仓 |
| T | AT&T INC | $329.07万 | 0.13% | 158,970 | 92 | 0.1% | $1,904 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $334.76万 | 0.14% | 40,503 | 436 | 1.1% | $3.60万 | 加仓 |
| ACWX | ISHARES TR | $339.71万 | 0.14% | 44,635 | -1,523 | -3.3% | -$11.59万 | 减仓 |
| MDT | MEDTRONIC PLC | $347.09万 | 0.14% | 44,368 | -7,644 | -14.7% | -$59.80万 | 减仓 |
| TSLA | TESLA INC | $348.15万 | 0.14% | 8,277 | 391 | 5.0% | $16.45万 | 加仓 |
| VICR | VICOR CORP | $351.98万 | 0.14% | 9,268 | -307 | -3.2% | -$11.66万 | 减仓 |
| TDTF | FLEXSHARES TR | $352.12万 | 0.14% | 148,136 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $364.69万 | 0.15% | 14,359 | 292 | 2.1% | $7.42万 | 加仓 |
| EFA | ISHARES TR | $364.70万 | 0.15% | 35,108 | 46 | 0.1% | $4,778 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $374.52万 | 0.15% | 70,412 | -16,819 | -19.3% | -$89.46万 | 减仓 |
| GLD | SPDR GOLD TR | $381.24万 | 0.15% | 10,349 | -1,673 | -13.9% | -$61.63万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $402.31万 | 0.16% | 11,357 | 87 | 0.8% | $3.08万 | 加仓 |
| WMT | WALMART INC | $413.04万 | 0.17% | 36,468 | -563 | -1.5% | -$6.38万 | 减仓 |
| QUAL | ISHARES TR | $413.25万 | 0.17% | 18,833 | -135 | -0.7% | -$2.96万 | 减仓 |
| SDY | SPDR SERIES TRUST | $423.11万 | 0.17% | 27,803 | 5,251 | 23.3% | $79.91万 | 加仓 |
| XEL | XCEL ENERGY INC | $426.46万 | 0.17% | 53,108 | 539 | 1.0% | $4.33万 | 加仓 |
| BLK | BLACKROCK INC | $427.12万 | 0.17% | 4,442 | 34 | 0.8% | $3.27万 | 加仓 |
| IWO | ISHARES TR | $433.81万 | 0.18% | 11,012 | 215 | 2.0% | $8.47万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $438.53万 | 0.18% | 90,549 | -920 | -1.0% | -$4.46万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $439.41万 | 0.18% | 18,570 | 399 | 2.2% | $9.44万 | 加仓 |
| QQQ | INVESCO QQQ TR | $442.29万 | 0.18% | 6,006 | -19 | -0.3% | -$1.40万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $442.54万 | 0.18% | 17,974 | -383 | -2.1% | -$9.43万 | 减仓 |
| ITM | VANECK ETF TRUST | $443.31万 | 0.18% | 94,341 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $445.82万 | 0.18% | 101,254 | -125 | -0.1% | -$5,504 | 减仓 |
| EMR | EMERSON ELEC CO | $447.11万 | 0.18% | 31,234 | 242 | 0.8% | $3.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $453.83万 | 0.18% | 28,718 | 6,052 | 26.7% | $95.64万 | 加仓 |
| DVY | ISHARES TR | $455.74万 | 0.18% | 29,158 | 5,700 | 24.3% | $89.09万 | 加仓 |
| CAT | CATERPILLAR INC | $465.57万 | 0.19% | 4,372 | 87 | 2.0% | $9.26万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $470.03万 | 0.19% | 59,475 | -783 | -1.3% | -$6.19万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $484.23万 | 0.20% | 26,965 | -98 | -0.4% | -$1.76万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $503.44万 | 0.20% | 158,763 | 28,603 | 22.0% | $90.70万 | 加仓 |
| IWV | ISHARES TR | $505.08万 | 0.20% | 11,845 | -302 | -2.5% | -$12.88万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $505.85万 | 0.20% | 56,299 | -227 | -0.4% | -$2.04万 | 减仓 |
| TFC | TRUIST FINL CORP | $513.31万 | 0.21% | 103,032 | 963 | 0.9% | $4.80万 | 加仓 |
| VDC | VANGUARD WORLD FD | $519.12万 | 0.21% | 23,022 | -39 | -0.2% | -$8,794 | 减仓 |
| VV | VANGUARD INDEX FDS | $522.61万 | 0.21% | 15,196 | -730 | -4.6% | -$25.11万 | 减仓 |
| INSM | INSMED INC | $533.60万 | 0.22% | 50,047 | -18 | -0.0% | -$1,919 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $546.44万 | 0.22% | 170,922 | 482 | 0.3% | $1.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $572.41万 | 0.23% | 13,772 | 766 | 5.9% | $31.84万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $579.78万 | 0.23% | 102,853 | 670 | 0.7% | $3.78万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $582.25万 | 0.24% | 113,125 | -479 | -0.4% | -$2.47万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $606.18万 | 0.24% | 257,730 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $610.72万 | 0.25% | 319,416 | 265,736 | 495.0% | $508.09万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $611.80万 | 0.25% | 120,957 | -478 | -0.4% | -$2.42万 | 减仓 |
| COMP | COMPASS INC | $613.74万 | 0.25% | 497,758 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $625.76万 | 0.25% | 14,685 | 38 | 0.3% | $1.62万 | 加仓 |
| MS | MORGAN STANLEY | $641.86万 | 0.26% | 30,705 | -6,421 | -17.3% | -$134.23万 | 减仓 |
| IVW | ISHARES TR | $654.48万 | 0.26% | 47,588 | 177 | 0.4% | $2.43万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $666.36万 | 0.27% | 207,137 | 207,137 | — | $666.36万 | 新建仓 |
| C | CITIGROUP INC | $670.46万 | 0.27% | 47,903 | -322 | -0.7% | -$4.51万 | 减仓 |
| GOVT | ISHARES TR | $682.24万 | 0.28% | 299,493 | 5,621 | 1.9% | $12.80万 | 加仓 |
| LLY | ELI LILLY & CO | $697.36万 | 0.28% | 5,814 | 93 | 1.6% | $11.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $699.36万 | 0.28% | 36,708 | 2,559 | 7.5% | $48.75万 | 加仓 |
| GOOGL | ALPHABET INC | $702.52万 | 0.28% | 19,658 | -801 | -3.9% | -$28.63万 | 减仓 |
| WMB | WILLIAMS COS INC | $710.50万 | 0.29% | 95,575 | 401 | 0.4% | $2.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $713.09万 | 0.29% | 35,638 | -375 | -1.0% | -$7.50万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $783.28万 | 0.32% | 93,526 | -227 | -0.2% | -$1.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $802.78万 | 0.32% | 16,043 | -2,129 | -11.7% | -$106.53万 | 减仓 |
| — | EXXON MOBIL CORP | $821.15万 | 0.33% | 60,061 | -1,504 | -2.4% | -$20.56万 | 减仓 |
| AVGO | BROADCOM INC | $823.29万 | 0.33% | 21,795 | -188 | -0.9% | -$7.10万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $832.69万 | 0.34% | 177,887 | -1,850 | -1.0% | -$8.66万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $834.78万 | 0.34% | 113,715 | 7,076 | 6.6% | $51.94万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $871.64万 | 0.35% | 90,334 | 90,334 | — | $871.64万 | 新建仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $887.83万 | 0.36% | 251,581 | -189 | -0.1% | -$6,670 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $889.53万 | 0.36% | 27,175 | -556 | -2.0% | -$18.20万 | 减仓 |
| IWR | ISHARES TR | $924.61万 | 0.37% | 83,811 | 83 | 0.1% | $9,157 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $939.83万 | 0.38% | 176,958 | -2,007 | -1.1% | -$10.66万 | 减仓 |
| GOOG | ALPHABET INC | $941.05万 | 0.38% | 26,634 | -2,888 | -9.8% | -$102.04万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $942.21万 | 0.38% | 237,033 | -1,156 | -0.5% | -$4.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $973.50万 | 0.39% | 13 | -1 | -7.1% | -$74.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $977.40万 | 0.39% | 34,757 | 11,998 | 52.7% | $337.39万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $987.65万 | 0.40% | 92,192 | 1,778 | 2.0% | $19.05万 | 加仓 |
| VIS | VANGUARD WORLD FD | $993.32万 | 0.40% | 27,563 | -121 | -0.4% | -$4.36万 | 减仓 |