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 |
|---|---|---|---|---|---|---|---|---|
| BBAX | J P MORGAN EXCHANGE TRADED F | $1,024.09万 | 0.47% | 172,247 | -1,459 | -0.8% | -$8.67万 | 减仓 |
| — | EXXON MOBIL CORP | $1,044.51万 | 0.48% | 61,565 | -7,841 | -11.3% | -$133.03万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,055.43万 | 0.48% | 207,029 | 1,291 | 0.6% | $6.58万 | 加仓 |
| META | META PLATFORMS INC | $1,072.29万 | 0.49% | 18,742 | -1,602 | -7.9% | -$91.66万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,096.34万 | 0.50% | 178,965 | 3,781 | 2.2% | $23.16万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,157.87万 | 0.53% | 106,246 | 6,893 | 6.9% | $75.12万 | 加仓 |
| HUBB | HUBBELL INC | $1,167.03万 | 0.53% | 23,781 | 185 | 0.8% | $9.08万 | 加仓 |
| IJH | ISHARES TR | $1,212.78万 | 0.55% | 179,591 | -3,116 | -1.7% | -$21.04万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $1,269.60万 | 0.58% | 600,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1,305.01万 | 0.60% | 89,012 | 6,145 | 7.4% | $90.09万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,374.77万 | 0.63% | 271,640 | -5,882 | -2.1% | -$29.77万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,491.06万 | 0.68% | 302,017 | 24,650 | 8.9% | $121.70万 | 加仓 |
| ICSH | ISHARES TR | $1,491.32万 | 0.68% | 294,610 | 2,273 | 0.8% | $11.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,496.94万 | 0.68% | 40,439 | -4,043 | -9.1% | -$149.66万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,742.65万 | 0.80% | 24,976 | 462 | 1.9% | $32.24万 | 加仓 |
| SHV | ISHARES TR | $1,979.29万 | 0.91% | 179,300 | -4,559 | -2.5% | -$50.33万 | 减仓 |
| BAC | BANK AMERICA CORP | $2,089.56万 | 0.96% | 428,627 | -180,560 | -29.6% | -$880.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,255.23万 | 1.03% | 86,104 | 6,550 | 8.2% | $171.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,383.26万 | 1.09% | 74,289 | -431 | -0.6% | -$13.83万 | 减仓 |
| IWD | ISHARES TR | $2,973.12万 | 1.36% | 139,146 | 570 | 0.4% | $12.18万 | 加仓 |
| IEMG | ISHARES INC | $3,077.62万 | 1.41% | 441,236 | -54,280 | -11.0% | -$378.60万 | 减仓 |
| IEFA | ISHARES TR | $3,183.94万 | 1.46% | 351,699 | -23,337 | -6.2% | -$211.27万 | 减仓 |
| AMZN | AMAZON COM INC | $3,313.05万 | 1.52% | 159,075 | -17,529 | -9.9% | -$365.08万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,389.36万 | 1.55% | 245,038 | -8,295 | -3.3% | -$114.74万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,559.56万 | 1.63% | 658,567 | 44,465 | 7.2% | $240.33万 | 加仓 |
| ITOT | ISHARES TR | $6,262.80万 | 2.87% | 439,711 | -4,138 | -0.9% | -$58.94万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $6,520.78万 | 2.98% | 1,294,575 | -8,918 | -0.7% | -$44.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,037.99万 | 3.22% | 1,098,313 | 107,799 | 10.9% | $690.78万 | 加仓 |
| AAPL | APPLE INC | $7,051.66万 | 3.23% | 277,854 | -9,028 | -3.1% | -$229.12万 | 减仓 |
| IVV | ISHARES TR | $8,605.15万 | 3.94% | 131,736 | -1,295 | -1.0% | -$84.59万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $8,656.62万 | 3.96% | 1,529,979 | 3,491 | 0.2% | $19.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,019.09万 | 4.13% | 150,934 | 935 | 0.6% | $55.87万 | 加仓 |
| IWF | ISHARES TR | $1.06亿 | 4.83% | 247,479 | -1,922 | -0.8% | -$81.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.30亿 | 5.94% | 662,211 | 33,783 | 5.4% | $662.82万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.37亿 | 6.25% | 312,649 | -7,808 | -2.4% | -$341.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.80亿 | 8.23% | 276,686 | -37,894 | -12.0% | -$2,464.40万 | 减仓 |