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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $347.76万 | 0.16% | 6,025 | 30 | 0.5% | $1.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $343.87万 | 0.16% | 14,067 | 219 | 1.6% | $5.35万 | 加仓 |
| EFA | ISHARES TR | $340.56万 | 0.16% | 35,062 | 9,255 | 35.9% | $89.89万 | 加仓 |
| IWO | ISHARES TR | $338.81万 | 0.16% | 10,797 | -408 | -3.6% | -$12.80万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $335.69万 | 0.15% | 22,666 | -240 | -1.0% | -$3.55万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $331.55万 | 0.15% | 40,067 | 6,799 | 20.4% | $56.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $329.12万 | 0.15% | 22,552 | -634 | -2.7% | -$9.25万 | 减仓 |
| ADBE | ADOBE INC | $328.06万 | 0.15% | 13,496 | -2,653 | -16.4% | -$64.49万 | 减仓 |
| SUB | ISHARES TR | $318.81万 | 0.15% | 29,935 | 11,034 | 58.4% | $117.51万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $316.44万 | 0.14% | 32,152 | -369 | -1.1% | -$3.63万 | 减仓 |
| ACWX | ISHARES TR | $316.05万 | 0.14% | 46,158 | -1,159 | -2.4% | -$7.94万 | 减仓 |
| IGF | ISHARES TR | $312.01万 | 0.14% | 46,568 | -100 | -0.2% | -$6,700 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $308.84万 | 0.14% | 52,284 | 1,228 | 2.4% | $7.25万 | 加仓 |
| CAT | CATERPILLAR INC | $303.61万 | 0.14% | 4,285 | -1,149 | -21.1% | -$81.41万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $293.82万 | 0.13% | 17,025 | 4,964 | 41.2% | $85.67万 | 加仓 |
| TSLA | TESLA INC | $293.16万 | 0.13% | 7,886 | -2,453 | -23.7% | -$91.19万 | 减仓 |
| COWZ | PACER FDS TR | $289.95万 | 0.13% | 46,348 | 42,612 | 1,140.6% | $266.58万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $286.27万 | 0.13% | 61,025 | -11,725 | -16.1% | -$55.00万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $285.88万 | 0.13% | 62,624 | -413 | -0.7% | -$1.89万 | 减仓 |
| HD | HOME DEPOT INC | $281.75万 | 0.13% | 8,567 | 932 | 12.2% | $30.65万 | 加仓 |
| WELL | WELLTOWER INC | $273.66万 | 0.13% | 13,841 | -1,515 | -9.9% | -$29.95万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $262.80万 | 0.12% | 18,856 | -2,800 | -12.9% | -$39.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $260.68万 | 0.12% | 51,928 | 2,168 | 4.4% | $10.88万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $236.58万 | 0.11% | 26,255 | 1,796 | 7.3% | $16.18万 | 加仓 |
| VAW | VANGUARD WORLD FD | $235.66万 | 0.11% | 10,458 | 108 | 1.0% | $2.43万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $226.96万 | 0.10% | 88,518 | 12,075 | 15.8% | $30.96万 | 加仓 |
| TRGP | TARGA RES CORP | $226.79万 | 0.10% | 9,045 | -860 | -8.7% | -$21.56万 | 减仓 |
| MGV | VANGUARD WORLD FD | $224.28万 | 0.10% | 15,473 | 7 | 0.0% | $1,015 | 加仓 |
| VICI | VICI PPTYS INC | $223.68万 | 0.10% | 81,874 | 32,899 | 67.2% | $89.88万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $223.62万 | 0.10% | 15,338 | -320 | -2.0% | -$4.67万 | 减仓 |
| SCZ | ISHARES TR | $222.28万 | 0.10% | 28,349 | 672 | 2.4% | $5.27万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $215.63万 | 0.10% | 25,033 | 25,033 | — | $215.63万 | 新建仓 |
| PEP | PEPSICO INC | $214.56万 | 0.10% | 13,817 | 4,301 | 45.2% | $66.79万 | 加仓 |
| SLV | ISHARES SILVER TR | $209.05万 | 0.10% | 30,680 | -5,920 | -16.2% | -$40.34万 | 减仓 |
| MP | MP MATERIALS CORP | $208.33万 | 0.10% | 43,168 | -229 | -0.5% | -$1.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $207.41万 | 0.09% | 2,082 | -330 | -13.7% | -$32.87万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $207.15万 | 0.09% | 18,885 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $201.03万 | 0.09% | 36,444 | -842 | -2.3% | -$4.64万 | 减仓 |
| TIP | ISHARES TR | $196.26万 | 0.09% | 17,783 | 339 | 1.9% | $3.74万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $191.01万 | 0.09% | 67,541 | -13,099 | -16.2% | -$37.04万 | 减仓 |
| USHY | ISHARES TR | $190.04万 | 0.09% | 51,584 | 1,256 | 2.5% | $4.63万 | 加仓 |
| IVE | ISHARES TR | $184.25万 | 0.08% | 8,726 | 1 | 0.0% | $211 | 加仓 |
| SLYV | SPDR SERIES TRUST | $180.26万 | 0.08% | 19,059 | -62 | -0.3% | -$5,864 | 减仓 |
| IFRA | ISHARES TR | $179.37万 | 0.08% | 31,359 | -1,059 | -3.3% | -$6.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $175.42万 | 0.08% | 12,145 | -623 | -4.9% | -$9.00万 | 减仓 |
| VLUE | ISHARES TR | $173.73万 | 0.08% | 12,218 | -73 | -0.6% | -$1.04万 | 减仓 |
| EWL | ISHARES INC | $172.20万 | 0.08% | 29,280 | -602 | -2.0% | -$3.54万 | 减仓 |
| WM | WASTE MGMT INC DEL | $172.11万 | 0.08% | 7,490 | -291 | -3.7% | -$6.69万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $170.91万 | 0.08% | 44,484 | 3,514 | 8.6% | $13.50万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $168.55万 | 0.08% | 4,134 | 50 | 1.2% | $2.04万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $168.03万 | 0.08% | 80,398 | 1,900 | 2.4% | $3.97万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $165.80万 | 0.08% | 56,916 | -10,098 | -15.1% | -$29.42万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $165.28万 | 0.08% | 16,027 | 977 | 6.5% | $10.08万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $163.45万 | 0.07% | 62,149 | 6,696 | 12.1% | $17.61万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $162.19万 | 0.07% | 5,366 | -70 | -1.3% | -$2.12万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $160.48万 | 0.07% | 6,405 | -809 | -11.2% | -$20.27万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $159.62万 | 0.07% | 27,155 | -1,496 | -5.2% | -$8.79万 | 减仓 |
| MGC | VANGUARD WORLD FD | $157.23万 | 0.07% | 6,652 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $156.63万 | 0.07% | 8,586 | -1,756 | -17.0% | -$32.03万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $155.31万 | 0.07% | 7,149 | -150 | -2.1% | -$3.26万 | 减仓 |
| VICR | VICOR CORP | $154.16万 | 0.07% | 9,575 | -687 | -6.7% | -$11.06万 | 减仓 |
| RTX | RTX CORPORATION | $149.22万 | 0.07% | 7,735 | -1,738 | -18.3% | -$33.53万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $148.89万 | 0.07% | 8,527 | 6,795 | 392.3% | $118.65万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $147.46万 | 0.07% | 9,118 | 5,243 | 135.3% | $84.79万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $147.23万 | 0.07% | 7,301 | -57 | -0.8% | -$1.15万 | 减仓 |
| ABBV | ABBVIE INC | $146.65万 | 0.07% | 6,743 | -757 | -10.1% | -$16.46万 | 减仓 |
| LQD | ISHARES TR | $145.05万 | 0.07% | 13,309 | 845 | 6.8% | $9.21万 | 加仓 |
| SHM | SPDR SERIES TRUST | $144.96万 | 0.07% | 30,307 | -3,670 | -10.8% | -$17.55万 | 减仓 |
| EEM | ISHARES TR | $141.17万 | 0.06% | 24,859 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $135.90万 | 0.06% | 35,914 | 9,164 | 34.3% | $34.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $135.50万 | 0.06% | 15,370 | 2,898 | 23.2% | $25.55万 | 加仓 |
| IJS | ISHARES TR | $135.20万 | 0.06% | 11,414 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $133.83万 | 0.06% | 10,766 | 741 | 7.4% | $9.21万 | 加仓 |
| BALL | BALL CORP | $131.47万 | 0.06% | 22,241 | -580 | -2.5% | -$3.43万 | 减仓 |
| ACWI | ISHARES TR | $122.97万 | 0.06% | 8,887 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $122.83万 | 0.06% | 16,450 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $118.25万 | 0.05% | 8,925 | 1 | 0.0% | $132 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $116.01万 | 0.05% | 12,310 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $113.68万 | 0.05% | 270 | -19 | -6.6% | -$8.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $111.03万 | 0.05% | 3,866 | -93 | -2.3% | -$2.67万 | 减仓 |
| LIN | LINDE PLC | $109.66万 | 0.05% | 2,212 | -121 | -5.2% | -$6.00万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $108.72万 | 0.05% | 20,529 | -21 | -0.1% | -$1,112 | 减仓 |
| ET | ENERGY TRANSFER L P | $103.60万 | 0.05% | 53,680 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $101.00万 | 0.05% | 299 | -11 | -3.5% | -$3.72万 | 减仓 |
| GDX | VANECK ETF TRUST | $100.51万 | 0.05% | 10,952 | 1,102 | 11.2% | $10.11万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $93.84万 | 0.04% | 3,307 | -142 | -4.1% | -$4.03万 | 减仓 |
| NFRA | FLEXSHARES TR | $93.33万 | 0.04% | 14,594 | -58 | -0.4% | -$3,709 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $90.23万 | 0.04% | 38,087 | 10,290 | 37.0% | $24.38万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $89.33万 | 0.04% | 10,071 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $88.79万 | 0.04% | 16,684 | -1 | -0.0% | -$53 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $88.06万 | 0.04% | 20,095 | 5 | 0.0% | $219 | 加仓 |
| HYD | VANECK ETF TRUST | $87.72万 | 0.04% | 17,496 | 3,852 | 28.2% | $19.31万 | 加仓 |
| SHY | ISHARES TR | $87.33万 | 0.04% | 10,576 | -3 | -0.0% | -$248 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $85.57万 | 0.04% | 1,454 | -129 | -8.1% | -$7.59万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $83.55万 | 0.04% | 18,207 | 8,032 | 78.9% | $36.86万 | 加仓 |
| BOXX | EA SERIES TRUST | $81.14万 | 0.04% | 6,977 | 2,117 | 43.6% | $24.62万 | 重新持有 |
| GE | GE AEROSPACE | $79.06万 | 0.04% | 2,786 | -505 | -15.3% | -$14.33万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $78.83万 | 0.04% | 2,000 | -62 | -3.0% | -$2.44万 | 减仓 |
| QDEF | FLEXSHARES TR | $78.79万 | 0.04% | 9,871 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $75.71万 | 0.03% | 24,822 | 116 | 0.5% | $3,538 | 加仓 |