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 |
|---|---|---|---|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -32,734 | -100.0% | -$325.76万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -29,759 | -100.0% | -$309.70万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -24,947 | -100.0% | -$238.02万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -29,217 | -100.0% | -$220.41万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -10,797 | -100.0% | -$137.74万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -10,074 | -100.0% | -$105.50万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -30,797 | -100.0% | -$92.05万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -69,897 | -100.0% | -$78.91万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -775 | -100.0% | -$51.34万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -2,199 | -100.0% | -$44.92万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,440 | -100.0% | -$44.86万 | 清仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,480 | -100.0% | -$39.63万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,392 | -100.0% | -$36.89万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,101 | -100.0% | -$35.94万 | 清仓 |
| CLMT | CALUMET INC | $0 | 0.00% | 0 | -18,036 | -100.0% | -$35.84万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,482 | -100.0% | -$33.93万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -603,149 | -100.0% | -$33.54万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,395 | -100.0% | -$33.24万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,314 | -100.0% | -$29.92万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -10,266 | -100.0% | -$29.59万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,590 | -100.0% | -$29.09万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -11,584 | -100.0% | -$28.85万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -502 | -100.0% | -$28.43万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -5,550 | -100.0% | -$26.70万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -10,237 | -100.0% | -$26.50万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,632 | -100.0% | -$26.43万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,040 | -100.0% | -$25.26万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -9,860 | -100.0% | -$25.24万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,214 | -100.0% | -$25.04万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,867 | -100.0% | -$25.00万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,631 | -100.0% | -$24.78万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,202 | -100.0% | -$24.53万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -996 | -100.0% | -$24.37万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -4,203 | -100.0% | -$24.23万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,400 | -100.0% | -$23.48万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,146 | -100.0% | -$23.27万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -817 | -100.0% | -$22.78万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,642 | -100.0% | -$22.64万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -390 | -100.0% | -$22.60万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -3,280 | -100.0% | -$22.55万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,831 | -100.0% | -$22.45万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -2,967 | -100.0% | -$21.86万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -263 | -100.0% | -$21.57万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -369 | -100.0% | -$21.43万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -2,574 | -100.0% | -$20.52万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -1,609 | -100.0% | -$20.38万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -5,763 | -100.0% | -$20.22万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $0 | 0.00% | 0 | -10,200 | -100.0% | -$16.18万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -10,309 | -100.0% | -$7.55万 | 清仓 |
| — | EMPIRE ST RLTY OP L P | $0 | 0.00% | 0 | -10,737 | -100.0% | -$6.81万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -10,253 | -100.0% | -$5.43万 | 清仓 |
| — | DYNAMIX CORP | $1.43万 | 0.00% | 16,583 | 16,583 | — | $1.43万 | 新建仓 |
| — | NEXGEL INC | $2.26万 | 0.00% | 35,715 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $3.75万 | 0.00% | 16,613 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $6.83万 | 0.00% | 13,194 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $8.46万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | ALTI GLOBAL INC | $9.39万 | 0.00% | 25,938 | 25,938 | — | $9.39万 | 新建仓 |
| — | EATON VANCE MUN INCOME TR | $11.21万 | 0.01% | 10,771 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $11.66万 | 0.01% | 47,600 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR INCOME TR | $17.09万 | 0.01% | 34,254 | 34,254 | — | $17.09万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $17.82万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $20.43万 | 0.01% | 622 | -981 | -61.2% | -$32.22万 | 减仓 |
| CVS | CVS HEALTH CORP | $20.45万 | 0.01% | 2,847 | 2,847 | — | $20.45万 | 新建仓 |
| RMD | RESMED INC | $20.45万 | 0.01% | 911 | 4 | 0.4% | $898 | 加仓 |
| IUSV | ISHARES TR | $20.46万 | 0.01% | 2,001 | 8 | 0.4% | $818 | 加仓 |
| IXN | ISHARES TR | $20.57万 | 0.01% | 2,058 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.65万 | 0.01% | 1,076 | -551 | -33.9% | -$10.57万 | 重新持有 |
| IGSB | ISHARES TR | $20.98万 | 0.01% | 3,991 | 3,991 | — | $20.98万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $21.02万 | 0.01% | 8,561 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $21.04万 | 0.01% | 6,384 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $21.09万 | 0.01% | 332 | 332 | — | $21.09万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $21.25万 | 0.01% | 23,638 | 23,638 | — | $21.25万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $21.26万 | 0.01% | 4,693 | -2,296 | -32.9% | -$10.40万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $21.40万 | 0.01% | 6,402 | 6,402 | — | $21.40万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.47万 | 0.01% | 550 | -344 | -38.5% | -$13.43万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.60万 | 0.01% | 3,891 | 3,891 | — | $21.60万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21.69万 | 0.01% | 1,098 | -122 | -10.0% | -$2.41万 | 减仓 |
| — | AUTHID INC | $22.53万 | 0.01% | 173,302 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $22.54万 | 0.01% | 8,979 | -396 | -4.2% | -$9,940 | 减仓 |
| ROL | ROLLINS INC | $22.56万 | 0.01% | 4,223 | -382 | -8.3% | -$2.04万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.66万 | 0.01% | 7,792 | -15 | -0.2% | -$436 | 减仓 |
| PAVE | GLOBAL X FDS | $22.71万 | 0.01% | 4,470 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $22.89万 | 0.01% | 2,485 | -3,641 | -59.4% | -$33.54万 | 重新持有 |
| RAVI | FLEXSHARES TR | $23.12万 | 0.01% | 3,066 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $23.27万 | 0.01% | 2,474 | 119 | 5.1% | $1.12万 | 加仓 |
| HEWJ | ISHARES TR | $23.40万 | 0.01% | 4,157 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.47万 | 0.01% | 4,817 | 4,817 | — | $23.47万 | 新建仓 |
| — | HONEYWELL INTL INC | $23.48万 | 0.01% | 1,039 | -685 | -39.7% | -$15.48万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.57万 | 0.01% | 2,961 | -1,036 | -25.9% | -$8.25万 | 减仓 |
| SPGI | S&P GLOBAL INC | $23.69万 | 0.01% | 557 | -106 | -16.0% | -$4.51万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.97万 | 0.01% | 2,812 | 231 | 9.0% | $1.97万 | 加仓 |
| IMSR | TERRESTRIAL ENERGY INC | $24.02万 | 0.01% | 40,000 | -5,000 | -11.1% | -$3.00万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $24.49万 | 0.01% | 6,011 | 0 | 0.0% | — | 不变 |