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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,016.13万 | 0.41% | 100,937 | 4,985 | 5.2% | $50.18万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,019.54万 | 0.41% | 201,271 | 1,825 | 0.9% | $9.24万 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $1,032.40万 | 0.42% | 172,441 | 194 | 0.1% | $1.16万 | 加仓 |
| EZU | ISHARES INC | $1,060.26万 | 0.43% | 152,556 | -642 | -0.4% | -$4.46万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,062.66万 | 0.43% | 208,365 | 1,336 | 0.6% | $6.81万 | 加仓 |
| IWM | ISHARES TR | $1,149.48万 | 0.46% | 38,258 | -2,460 | -6.0% | -$73.91万 | 减仓 |
| META | META PLATFORMS INC | $1,228.02万 | 0.50% | 21,801 | 3,059 | 16.3% | $172.31万 | 加仓 |
| HUBB | HUBBELL INC | $1,244.40万 | 0.50% | 23,784 | 3 | 0.0% | $1,570 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,245.53万 | 0.50% | 106,202 | -44 | -0.0% | -$5,160 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,333.90万 | 0.54% | 263,773 | -7,867 | -2.9% | -$39.78万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,384.96万 | 0.56% | 87,291 | -1,721 | -1.9% | -$27.31万 | 减仓 |
| IJH | ISHARES TR | $1,389.53万 | 0.56% | 180,201 | 610 | 0.3% | $4.70万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $1,418.40万 | 0.57% | 600,000 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $1,482.87万 | 0.60% | 293,172 | -1,438 | -0.5% | -$7.27万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,604.79万 | 0.65% | 299,346 | -2,671 | -0.9% | -$14.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,685.97万 | 0.68% | 45,198 | 4,759 | 11.8% | $177.52万 | 加仓 |
| SHV | ISHARES TR | $1,978.99万 | 0.80% | 179,338 | 38 | 0.0% | $4,193 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,366.41万 | 0.96% | 197,992 | -1,816 | -0.9% | -$21.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,657.44万 | 1.07% | 87,670 | 1,566 | 1.8% | $47.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,712.51万 | 1.10% | 73,303 | -986 | -1.3% | -$36.49万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,925.27万 | 1.18% | 513,385 | 84,758 | 19.8% | $482.95万 | 加仓 |
| IWD | ISHARES TR | $3,011.55万 | 1.22% | 124,223 | -14,923 | -10.7% | -$361.78万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,216.91万 | 1.30% | 538,936 | -119,631 | -18.2% | -$714.08万 | 减仓 |
| IEFA | ISHARES TR | $3,356.11万 | 1.36% | 347,495 | -4,204 | -1.2% | -$40.60万 | 减仓 |
| IEMG | ISHARES INC | $3,439.20万 | 1.39% | 415,162 | -26,074 | -5.9% | -$216.00万 | 减仓 |
| AMZN | AMAZON COM INC | $3,542.57万 | 1.43% | 148,635 | -10,440 | -6.6% | -$248.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,608.51万 | 1.46% | 229,914 | -15,124 | -6.2% | -$237.37万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $6,271.09万 | 2.53% | 1,242,046 | -52,529 | -4.1% | -$265.22万 | 减仓 |
| ITOT | ISHARES TR | $7,209.75万 | 2.91% | 438,896 | -815 | -0.2% | -$13.39万 | 减仓 |
| AAPL | APPLE INC | $7,686.20万 | 3.10% | 265,628 | -12,226 | -4.4% | -$353.77万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,215.48万 | 3.32% | 1,153,049 | 54,736 | 5.0% | $389.99万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $9,264.99万 | 3.74% | 1,524,098 | -5,881 | -0.4% | -$35.75万 | 减仓 |
| IVV | ISHARES TR | $1.02亿 | 4.13% | 136,664 | 4,928 | 3.7% | $369.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.12亿 | 4.51% | 162,570 | 11,636 | 7.7% | $799.17万 | 加仓 |
| IWF | ISHARES TR | $1.23亿 | 4.99% | 994,081 | 4,165 | 0.4% | $51.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.51亿 | 6.09% | 691,556 | 29,345 | 4.4% | $639.52万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.66亿 | 6.71% | 1,928,693 | 52,799 | 2.8% | $454.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.09亿 | 8.43% | 279,510 | 2,824 | 1.0% | $210.89万 | 加仓 |