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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $381.24万 | 0.15% | 10,349 | -1,673 | -13.9% | -$61.63万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $374.52万 | 0.15% | 70,412 | -16,819 | -19.3% | -$89.46万 | 减仓 |
| EFA | ISHARES TR | $364.70万 | 0.15% | 35,108 | 46 | 0.1% | $4,778 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $364.69万 | 0.15% | 14,359 | 292 | 2.1% | $7.42万 | 加仓 |
| TDTF | FLEXSHARES TR | $352.12万 | 0.14% | 148,136 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $351.98万 | 0.14% | 9,268 | -307 | -3.2% | -$11.66万 | 减仓 |
| TSLA | TESLA INC | $348.15万 | 0.14% | 8,277 | 391 | 5.0% | $16.45万 | 加仓 |
| MDT | MEDTRONIC PLC | $347.09万 | 0.14% | 44,368 | -7,644 | -14.7% | -$59.80万 | 减仓 |
| ACWX | ISHARES TR | $339.71万 | 0.14% | 44,635 | -1,523 | -3.3% | -$11.59万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $334.76万 | 0.14% | 40,503 | 436 | 1.1% | $3.60万 | 加仓 |
| T | AT&T INC | $329.07万 | 0.13% | 158,970 | 92 | 0.1% | $1,904 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $325.91万 | 0.13% | 76,974 | 25,046 | 48.2% | $106.05万 | 加仓 |
| SUB | ISHARES TR | $317.94万 | 0.13% | 29,862 | -73 | -0.2% | -$7,772 | 减仓 |
| IGF | ISHARES TR | $316.31万 | 0.13% | 47,494 | 926 | 2.0% | $6.17万 | 加仓 |
| WELL | WELLTOWER INC | $312.50万 | 0.13% | 13,768 | -73 | -0.5% | -$1.66万 | 减仓 |
| HD | HOME DEPOT INC | $312.49万 | 0.13% | 8,860 | 293 | 3.4% | $10.33万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $304.69万 | 0.12% | 52,155 | -129 | -0.2% | -$7,536 | 减仓 |
| MCD | MCDONALDS CORP | $304.64万 | 0.12% | 11,270 | -965 | -7.9% | -$26.09万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $303.02万 | 0.12% | 58,521 | -2,504 | -4.1% | -$12.97万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $299.45万 | 0.12% | 59,426 | -3,198 | -5.1% | -$16.11万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $290.45万 | 0.12% | 17,757 | 732 | 4.3% | $11.97万 | 加仓 |
| COWZ | PACER FDS TR | $289.53万 | 0.12% | 46,547 | 199 | 0.4% | $1.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $287.72万 | 0.12% | 17,358 | 259 | 1.5% | $4.29万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $285.83万 | 0.12% | 32,771 | 619 | 1.9% | $5.40万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $282.76万 | 0.11% | 26,235 | -20 | -0.1% | -$2,156 | 减仓 |
| ADBE | ADOBE INC | $277.27万 | 0.11% | 13,524 | 28 | 0.2% | $5,741 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $264.33万 | 0.11% | 89,817 | 1,299 | 1.5% | $3.82万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $258.86万 | 0.10% | 20,254 | 1,369 | 7.2% | $17.50万 | 加仓 |
| MGV | VANGUARD WORLD FD | $253.01万 | 0.10% | 15,479 | 6 | 0.0% | $981 | 加仓 |
| VLUE | ISHARES TR | $244.09万 | 0.10% | 12,216 | -2 | -0.0% | -$400 | 减仓 |
| TRGP | TARGA RES CORP | $242.67万 | 0.10% | 9,050 | 5 | 0.1% | $1,341 | 加仓 |
| MP | MP MATERIALS CORP | $241.47万 | 0.10% | 43,112 | -56 | -0.1% | -$3,137 | 减仓 |
| GILD | GILEAD SCIENCES INC | $238.93万 | 0.10% | 18,911 | 55 | 0.3% | $6,949 | 加仓 |
| VAW | VANGUARD WORLD FD | $237.94万 | 0.10% | 10,400 | -58 | -0.6% | -$1.33万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $236.82万 | 0.10% | 15,349 | 11 | 0.1% | $1,697 | 加仓 |
| SCZ | ISHARES TR | $232.85万 | 0.09% | 28,303 | -46 | -0.2% | -$3,784 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $227.00万 | 0.09% | 27,475 | 2,671 | 10.8% | $22.07万 | 加仓 |
| VICI | VICI PPTYS INC | $226.92万 | 0.09% | 85,467 | 3,593 | 4.4% | $9.54万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $212.61万 | 0.09% | 11,478 | 2,360 | 25.9% | $43.71万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $207.95万 | 0.08% | 19,059 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $203.60万 | 0.08% | 2,176 | 94 | 4.5% | $8.80万 | 加仓 |
| OKE | ONEOK INC NEW | $198.52万 | 0.08% | 22,834 | 16,982 | 290.2% | $147.64万 | 加仓 |
| IFRA | ISHARES TR | $197.00万 | 0.08% | 31,250 | -109 | -0.3% | -$6,871 | 减仓 |
| VBK | VANGUARD INDEX FDS | $196.41万 | 0.08% | 5,371 | 5 | 0.1% | $1,828 | 加仓 |
| TIP | ISHARES TR | $195.53万 | 0.08% | 17,868 | 85 | 0.5% | $9,302 | 加仓 |
| IVE | ISHARES TR | $195.42万 | 0.08% | 8,606 | -120 | -1.4% | -$2.72万 | 减仓 |
| USHY | ISHARES TR | $191.85万 | 0.08% | 51,823 | 239 | 0.5% | $8,848 | 加仓 |
| WM | WASTE MGMT INC DEL | $190.76万 | 0.08% | 8,559 | 1,069 | 14.3% | $23.83万 | 加仓 |
| NFLX | NETFLIX INC. | $190.64万 | 0.08% | 26,700 | -15,821 | -37.2% | -$112.96万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $189.86万 | 0.08% | 5,671 | -734 | -11.5% | -$24.57万 | 减仓 |
| EWL | ISHARES INC | $184.90万 | 0.07% | 29,420 | 140 | 0.5% | $8,799 | 加仓 |
| PG | PROCTER & GAMBLE CO | $184.55万 | 0.07% | 12,586 | 441 | 3.6% | $6.47万 | 加仓 |
| MGC | VANGUARD WORLD FD | $182.02万 | 0.07% | 6,652 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $181.46万 | 0.07% | 5,321 | 740 | 16.2% | $25.24万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $178.54万 | 0.07% | 52,760 | -4,156 | -7.3% | -$14.06万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $177.34万 | 0.07% | 66,894 | -647 | -1.0% | -$1.72万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $176.00万 | 0.07% | 16,070 | 43 | 0.3% | $4,709 | 加仓 |
| VBR | VANGUARD INDEX FDS | $173.72万 | 0.07% | 7,149 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $172.56万 | 0.07% | 79,705 | -693 | -0.9% | -$1.50万 | 减仓 |
| GUNR | FLEXSHARES TR | $172.02万 | 0.07% | 34,906 | -1,538 | -4.2% | -$7.58万 | 减仓 |
| EEM | ISHARES TR | $170.67万 | 0.07% | 24,948 | 89 | 0.4% | $6,088 | 加仓 |
| IJR | ISHARES TR | $169.72万 | 0.07% | 11,444 | 678 | 6.3% | $10.06万 | 加仓 |
| ASML | ASML HLDG NV | $167.06万 | 0.07% | 840 | 443 | 111.6% | $88.11万 | 加仓 |
| IGM | ISHARES TR | $165.92万 | 0.07% | 10,143 | 7,261 | 251.9% | $118.77万 | 加仓 |
| ABBV | ABBVIE INC | $164.55万 | 0.07% | 6,539 | -204 | -3.0% | -$5.13万 | 减仓 |
| PEP | PEPSICO INC | $163.45万 | 0.07% | 12,072 | -1,745 | -12.6% | -$23.63万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $162.75万 | 0.07% | 25,878 | -1,277 | -4.7% | -$8.03万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $161.84万 | 0.07% | 61,701 | -448 | -0.7% | -$1.18万 | 减仓 |
| IJS | ISHARES TR | $156.01万 | 0.06% | 11,414 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $151.84万 | 0.06% | 2,926 | 714 | 32.3% | $37.05万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $146.86万 | 0.06% | 7,295 | -6 | -0.1% | -$1,208 | 减仓 |
| VSAT | VIASAT INC | $143.71万 | 0.06% | 16,002 | 3,630 | 29.3% | $32.60万 | 加仓 |
| ACWI | ISHARES TR | $139.58万 | 0.06% | 8,892 | 5 | 0.1% | $785 | 加仓 |
| SHM | SPDR SERIES TRUST | $139.29万 | 0.06% | 29,040 | -1,267 | -4.2% | -$6.08万 | 减仓 |
| VO | VANGUARD INDEX FDS | $139.27万 | 0.06% | 17,286 | 1,822 | 11.8% | $14.68万 | 加仓 |
| LQD | ISHARES TR | $139.22万 | 0.06% | 12,764 | -545 | -4.1% | -$5.94万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $138.86万 | 0.06% | 41,711 | -2,773 | -6.2% | -$9.23万 | 减仓 |
| BALL | BALL CORP | $138.75万 | 0.06% | 22,235 | -6 | -0.0% | -$374 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $138.70万 | 0.06% | 14,125 | 1,815 | 14.7% | $17.82万 | 加仓 |
| RTX | RTX CORPORATION | $138.52万 | 0.06% | 7,301 | -434 | -5.6% | -$8.23万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $135.42万 | 0.05% | 6,750 | -1,836 | -21.4% | -$36.83万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $132.70万 | 0.05% | 47,905 | 18,053 | 60.5% | $50.01万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $132.15万 | 0.05% | 7,414 | 664 | 9.8% | $11.84万 | 加仓 |
| IJJ | ISHARES TR | $131.84万 | 0.05% | 8,925 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $130.83万 | 0.05% | 2,121 | 121 | 6.0% | $7.46万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $127.63万 | 0.05% | 4,284 | -1,345 | -23.9% | -$40.07万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $126.49万 | 0.05% | 34,410 | -1,504 | -4.2% | -$5.53万 | 减仓 |
| AMAT | APPLIED MATLS INC | $120.32万 | 0.05% | 1,664 | -172 | -9.4% | -$12.44万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $120.05万 | 0.05% | 12,449 | 2,378 | 23.6% | $22.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $117.89万 | 0.05% | 1,021 | 168 | 19.7% | $19.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $116.06万 | 0.05% | 15,370 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $113.55万 | 0.05% | 16,870 | 420 | 2.6% | $2.83万 | 加仓 |
| CSCO | CISCO SYS INC | $109.88万 | 0.04% | 9,354 | 385 | 4.3% | $4.52万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $108.91万 | 0.04% | 45,934 | 7,847 | 20.6% | $18.61万 | 加仓 |
| V | VISA INC | $107.05万 | 0.04% | 3,120 | 875 | 39.0% | $30.02万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $106.36万 | 0.04% | 20,502 | -27 | -0.1% | -$1,401 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $102.49万 | 0.04% | 17,000 | 17,000 | — | $102.49万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $101.75万 | 0.04% | 6,960 | -1,567 | -18.4% | -$22.91万 | 减仓 |
| GEV | GE VERNOVA INC | $95.88万 | 0.04% | 816 | 18 | 2.3% | $2.11万 | 加仓 |
| NFRA | FLEXSHARES TR | $95.53万 | 0.04% | 14,898 | 304 | 2.1% | $1.95万 | 加仓 |