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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| VUG | VANGUARD INDEX FDS | $1.37亿 | 6.25% | 312,649 | -7,808 | -2.4% | -$341.05万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.30亿 | 5.94% | 662,211 | 33,783 | 5.4% | $662.82万 | 加仓 |
| IWF | ISHARES TR | $1.06亿 | 4.83% | 247,479 | -1,922 | -0.8% | -$81.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9,019.09万 | 4.13% | 150,934 | 935 | 0.6% | $55.87万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $8,656.62万 | 3.96% | 1,529,979 | 3,491 | 0.2% | $19.75万 | 加仓 |
| IVV | ISHARES TR | $8,605.15万 | 3.94% | 131,736 | -1,295 | -1.0% | -$84.59万 | 减仓 |
| AAPL | APPLE INC | $7,051.66万 | 3.23% | 277,854 | -9,028 | -3.1% | -$229.12万 | 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 |
| JAAA | JANUS DETROIT STR TR | $6,520.78万 | 2.98% | 1,294,575 | -8,918 | -0.7% | -$44.92万 | 减仓 |
| ITOT | ISHARES TR | $6,262.80万 | 2.87% | 439,711 | -4,138 | -0.9% | -$58.94万 | 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 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,389.36万 | 1.55% | 245,038 | -8,295 | -3.3% | -$114.74万 | 减仓 |
| AMZN | AMAZON COM INC | $3,313.05万 | 1.52% | 159,075 | -17,529 | -9.9% | -$365.08万 | 减仓 |
| IEFA | ISHARES TR | $3,183.94万 | 1.46% | 351,699 | -23,337 | -6.2% | -$211.27万 | 减仓 |
| IEMG | ISHARES INC | $3,077.62万 | 1.41% | 441,236 | -54,280 | -11.0% | -$378.60万 | 减仓 |
| IWD | ISHARES TR | $2,973.12万 | 1.36% | 139,146 | 570 | 0.4% | $12.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,383.26万 | 1.09% | 74,289 | -431 | -0.6% | -$13.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,255.23万 | 1.03% | 86,104 | 6,550 | 8.2% | $171.56万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,089.56万 | 0.96% | 428,627 | -180,560 | -29.6% | -$880.23万 | 减仓 |
| SHV | ISHARES TR | $1,979.29万 | 0.91% | 179,300 | -4,559 | -2.5% | -$50.33万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,742.65万 | 0.80% | 24,976 | 462 | 1.9% | $32.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,496.94万 | 0.68% | 40,439 | -4,043 | -9.1% | -$149.66万 | 减仓 |
| ICSH | ISHARES TR | $1,491.32万 | 0.68% | 294,610 | 2,273 | 0.8% | $11.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,491.06万 | 0.68% | 302,017 | 24,650 | 8.9% | $121.70万 | 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 |
| XLV | SELECT SECTOR SPDR TR | $1,305.01万 | 0.60% | 89,012 | 6,145 | 7.4% | $90.09万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $1,269.60万 | 0.58% | 600,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1,212.78万 | 0.55% | 179,591 | -3,116 | -1.7% | -$21.04万 | 减仓 |
| HUBB | HUBBELL INC | $1,167.03万 | 0.53% | 23,781 | 185 | 0.8% | $9.08万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,157.87万 | 0.53% | 106,246 | 6,893 | 6.9% | $75.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,096.34万 | 0.50% | 178,965 | 3,781 | 2.2% | $23.16万 | 加仓 |
| META | META PLATFORMS INC | $1,072.29万 | 0.49% | 18,742 | -1,602 | -7.9% | -$91.66万 | 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 |
| — | EXXON MOBIL CORP | $1,044.51万 | 0.48% | 61,565 | -7,841 | -11.3% | -$133.03万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $1,024.09万 | 0.47% | 172,247 | -1,459 | -0.8% | -$8.67万 | 减仓 |
| IWM | ISHARES TR | $1,009.80万 | 0.46% | 40,718 | 1,887 | 4.9% | $46.80万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,005.40万 | 0.46% | 14 | 1 | 7.7% | $71.81万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,002.33万 | 0.46% | 90,414 | -3,047 | -3.3% | -$33.78万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $997.03万 | 0.46% | 199,446 | 59,921 | 42.9% | $299.55万 | 加仓 |
| SGOV | ISHARES TR | $965.85万 | 0.44% | 95,952 | 28,305 | 41.8% | $284.92万 | 加仓 |
| EZU | ISHARES INC | $959.63万 | 0.44% | 153,198 | -9,237 | -5.7% | -$57.86万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $875.15万 | 0.40% | 251,770 | -19,230 | -7.1% | -$66.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $870.80万 | 0.40% | 18,172 | -3,702 | -16.9% | -$177.40万 | 减仓 |
| VIS | VANGUARD WORLD FD | $864.35万 | 0.40% | 27,684 | -1,595 | -5.4% | -$49.80万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $861.77万 | 0.39% | 238,189 | -10,932 | -4.4% | -$39.55万 | 减仓 |
| GOOG | ALPHABET INC | $846.87万 | 0.39% | 29,522 | -3,637 | -11.0% | -$104.33万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $843.87万 | 0.39% | 179,737 | 7,979 | 4.6% | $37.46万 | 加仓 |
| INSM | INSMED INC | $818.66万 | 0.37% | 50,065 | 50,065 | — | $818.66万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $815.73万 | 0.37% | 27,731 | -1,015 | -3.5% | -$29.86万 | 减仓 |
| IWR | ISHARES TR | $814.09万 | 0.37% | 83,728 | -4,609 | -5.2% | -$44.81万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $785.29万 | 0.36% | 106,639 | 18,047 | 20.4% | $132.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $704.09万 | 0.32% | 93,753 | -5,335 | -5.4% | -$40.07万 | 减仓 |
| WMB | WILLIAMS COS INC | $692.67万 | 0.32% | 95,174 | -2,892 | -2.9% | -$21.05万 | 减仓 |
| AVGO | BROADCOM INC | $680.40万 | 0.31% | 21,983 | -7,443 | -25.3% | -$230.37万 | 减仓 |
| GOVT | ISHARES TR | $673.26万 | 0.31% | 293,872 | 27,642 | 10.4% | $63.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $628.06万 | 0.29% | 36,013 | -25,285 | -41.2% | -$440.96万 | 减仓 |
| MS | MORGAN STANLEY | $610.98万 | 0.28% | 37,126 | 2,143 | 6.1% | $35.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $605.84万 | 0.28% | 121,435 | -88,831 | -42.2% | -$443.18万 | 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 |
| GOOGL | ALPHABET INC | $588.33万 | 0.27% | 20,459 | -4,386 | -17.7% | -$126.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $571.49万 | 0.26% | 170,440 | -14,729 | -8.0% | -$49.39万 | 减仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $555.98万 | 0.25% | 113,604 | -6,973 | -5.8% | -$34.13万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $551.65万 | 0.25% | 22,759 | 4,131 | 22.2% | $100.13万 | 加仓 |
| C | CITIGROUP INC | $546.92万 | 0.25% | 48,225 | -17,443 | -26.6% | -$197.82万 | 减仓 |
| IVW | ISHARES TR | $536.27万 | 0.25% | 47,411 | -870 | -1.8% | -$9.84万 | 减仓 |
| LLY | ELI LILLY & CO | $526.17万 | 0.24% | 5,721 | -1,296 | -18.5% | -$119.20万 | 减仓 |
| ETN | EATON CORP PLC | $523.88万 | 0.24% | 14,647 | 89 | 0.6% | $3.18万 | 加仓 |
| VDC | VANGUARD WORLD FD | $517.93万 | 0.24% | 23,061 | 1,079 | 4.9% | $24.23万 | 加仓 |
| GLD | SPDR GOLD TR | $517.29万 | 0.24% | 12,022 | 1,079 | 9.9% | $46.43万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $487.70万 | 0.22% | 27,063 | 2,268 | 9.1% | $40.87万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $477.66万 | 0.22% | 60,258 | 17,626 | 41.3% | $139.72万 | 加仓 |
| VV | VANGUARD INDEX FDS | $475.95万 | 0.22% | 15,926 | -2,768 | -14.8% | -$82.72万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $474.74万 | 0.22% | 102,183 | -7,117 | -6.5% | -$33.07万 | 减仓 |
| TFC | TRUIST FINL CORP | $469.21万 | 0.21% | 102,069 | -5,582 | -5.2% | -$25.66万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $461.02万 | 0.21% | 87,231 | -19,766 | -18.5% | -$104.46万 | 减仓 |
| T | AT&T INC | $460.59万 | 0.21% | 158,878 | 13,794 | 9.5% | $39.99万 | 加仓 |
| WMT | WALMART INC | $460.22万 | 0.21% | 37,031 | -11,054 | -23.0% | -$137.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $453.84万 | 0.21% | 34,149 | 19,539 | 133.7% | $259.68万 | 加仓 |
| MDT | MEDTRONIC PLC | $450.68万 | 0.21% | 52,012 | 3,309 | 6.8% | $28.67万 | 加仓 |
| IWV | ISHARES TR | $450.27万 | 0.21% | 12,147 | 742 | 6.5% | $27.50万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $439.51万 | 0.20% | 91,469 | 14,904 | 19.5% | $71.61万 | 加仓 |
| ITM | VANECK ETF TRUST | $438.03万 | 0.20% | 94,341 | -1,031 | -1.1% | -$4.79万 | 减仓 |
| BLK | BLACKROCK INC | $423.97万 | 0.19% | 4,408 | 462 | 11.7% | $44.44万 | 加仓 |
| XEL | XCEL ENERGY INC | $417.61万 | 0.19% | 52,569 | 6,133 | 13.2% | $48.72万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $413.93万 | 0.19% | 101,379 | 12,579 | 14.2% | $51.36万 | 加仓 |
| NFLX | NETFLIX INC. | $408.84万 | 0.19% | 42,521 | -2,205 | -4.9% | -$21.20万 | 减仓 |
| EMR | EMERSON ELEC CO | $406.06万 | 0.19% | 30,992 | -2,223 | -6.7% | -$29.13万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $399.33万 | 0.18% | 130,160 | 701 | 0.5% | $2.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $390.79万 | 0.18% | 18,171 | -150 | -0.8% | -$3.23万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $386.81万 | 0.18% | 11,270 | -996 | -8.1% | -$34.19万 | 减仓 |
| MCD | MCDONALDS CORP | $380.24万 | 0.17% | 12,235 | 1,818 | 17.5% | $56.50万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $377.79万 | 0.17% | 18,357 | -255 | -1.4% | -$5.25万 | 减仓 |
| COMP | COMPASS INC | $363.86万 | 0.17% | 497,758 | -707 | -0.1% | -$5,168 | 减仓 |
| QUAL | ISHARES TR | $363.82万 | 0.17% | 18,968 | -4,515 | -19.2% | -$86.60万 | 减仓 |
| TDTF | FLEXSHARES TR | $357.16万 | 0.16% | 148,136 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $355.18万 | 0.16% | 23,458 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $354.31万 | 0.16% | 56,526 | 10,407 | 22.6% | $65.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $353.78万 | 0.16% | 17,099 | -1,243 | -6.8% | -$25.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $351.93万 | 0.16% | 13,006 | 10,408 | 400.6% | $281.63万 | 加仓 |