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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $31.16万 | 0.01% | 3,801 | 582 | 18.1% | $4.77万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $31.13万 | 0.01% | 3,661 | -796 | -17.9% | -$6.77万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $30.34万 | 0.01% | 9,801 | 1 | 0.0% | $31 | 加仓 |
| SPYG | SPDR SERIES TRUST | $29.80万 | 0.01% | 3,044 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $29.72万 | 0.01% | 4,348 | 4,348 | — | $29.72万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $29.70万 | 0.01% | 408 | -16 | -3.8% | -$1.16万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $28.83万 | 0.01% | 1,454 | -640 | -30.6% | -$12.69万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $28.81万 | 0.01% | 853 | -224 | -20.8% | -$7.56万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $28.55万 | 0.01% | 939 | -244 | -20.6% | -$7.42万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $28.41万 | 0.01% | 3,820 | -41 | -1.1% | -$3,050 | 减仓 |
| IXC | ISHARES TR | $28.38万 | 0.01% | 4,926 | 14 | 0.3% | $807 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $28.19万 | 0.01% | 2,995 | -113 | -3.6% | -$1.06万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $28.15万 | 0.01% | 2,487 | -813 | -24.6% | -$9.20万 | 减仓 |
| ALB | ALBEMARLE CORP | $28.06万 | 0.01% | 1,563 | 1,563 | — | $28.06万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $28.04万 | 0.01% | 12,216 | -6 | -0.0% | -$138 | 减仓 |
| ORCL | ORACLE CORP | $27.85万 | 0.01% | 1,893 | -1,288 | -40.5% | -$18.95万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.74万 | 0.01% | 1,487 | 1,487 | — | $27.74万 | 新建仓 |
| BBHL | BBH TR | $27.40万 | 0.01% | 18,244 | 18,244 | — | $27.40万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.03万 | 0.01% | 4,579 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $26.86万 | 0.01% | 2,336 | -1,018 | -30.4% | -$11.70万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $26.81万 | 0.01% | 347 | -57 | -14.1% | -$4.40万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $26.51万 | 0.01% | 21,500 | 0 | 0.0% | — | 不变 |
| — | CLEARSIGN TECHNOLOGIES CORP | $26.30万 | 0.01% | 60,314 | 60,314 | — | $26.30万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.29万 | 0.01% | 435 | 435 | — | $26.29万 | 新建仓 |
| ORI | OLD REP INTL CORP | $26.29万 | 0.01% | 6,588 | 6,588 | — | $26.29万 | 新建仓 |
| SNA | SNAP ON INC | $26.12万 | 0.01% | 719 | 719 | — | $26.12万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $26.11万 | 0.01% | 2,357 | 2,357 | — | $26.11万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $25.88万 | 0.01% | 10,000 | 10,000 | — | $25.88万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $25.80万 | 0.01% | 2,622 | -2,765 | -51.3% | -$27.21万 | 减仓 |
| UL | UNILEVER PLC | $25.75万 | 0.01% | 4,520 | 4,520 | — | $25.75万 | 新建仓 |
| EFV | ISHARES TR | $25.68万 | 0.01% | 3,454 | 3,454 | — | $25.68万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $25.60万 | 0.01% | 286 | -17 | -5.6% | -$1.52万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $25.53万 | 0.01% | 2,717 | -409 | -13.1% | -$3.84万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $25.33万 | 0.01% | 2,000 | 2,000 | — | $25.33万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $25.11万 | 0.01% | 1,281 | 1,281 | — | $25.11万 | 新建仓 |
| ARKQ | ARK ETF TR | $25.07万 | 0.01% | 2,230 | 2,230 | — | $25.07万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $24.49万 | 0.01% | 6,011 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $24.02万 | 0.01% | 40,000 | -5,000 | -11.1% | -$3.00万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.97万 | 0.01% | 2,812 | 231 | 9.0% | $1.97万 | 加仓 |
| SPGI | S&P GLOBAL INC | $23.69万 | 0.01% | 557 | -106 | -16.0% | -$4.51万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.57万 | 0.01% | 2,961 | -1,036 | -25.9% | -$8.25万 | 减仓 |
| — | HONEYWELL INTL INC | $23.48万 | 0.01% | 1,039 | -685 | -39.7% | -$15.48万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.47万 | 0.01% | 4,817 | 4,817 | — | $23.47万 | 新建仓 |
| HEWJ | ISHARES TR | $23.40万 | 0.01% | 4,157 | 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 |
| RAVI | FLEXSHARES TR | $23.12万 | 0.01% | 3,066 | 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 |
| PAVE | GLOBAL X FDS | $22.71万 | 0.01% | 4,470 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $22.66万 | 0.01% | 7,792 | -15 | -0.2% | -$436 | 减仓 |
| ROL | ROLLINS INC | $22.56万 | 0.01% | 4,223 | -382 | -8.3% | -$2.04万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.54万 | 0.01% | 8,979 | -396 | -4.2% | -$9,940 | 减仓 |
| — | AUTHID INC | $22.53万 | 0.01% | 173,302 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21.69万 | 0.01% | 1,098 | -122 | -10.0% | -$2.41万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.60万 | 0.01% | 3,891 | 3,891 | — | $21.60万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.47万 | 0.01% | 550 | -344 | -38.5% | -$13.43万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $21.40万 | 0.01% | 6,402 | 6,402 | — | $21.40万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $21.26万 | 0.01% | 4,693 | -2,296 | -32.9% | -$10.40万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $21.25万 | 0.01% | 23,638 | 23,638 | — | $21.25万 | 新建仓 |
| SNDK | SANDISK CORP | $21.09万 | 0.01% | 332 | 332 | — | $21.09万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.04万 | 0.01% | 6,384 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $21.02万 | 0.01% | 8,561 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $20.98万 | 0.01% | 3,991 | 3,991 | — | $20.98万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.65万 | 0.01% | 1,076 | -551 | -33.9% | -$10.57万 | 重新持有 |
| IXN | ISHARES TR | $20.57万 | 0.01% | 2,058 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $20.46万 | 0.01% | 2,001 | 8 | 0.4% | $818 | 加仓 |
| RMD | RESMED INC | $20.45万 | 0.01% | 911 | 4 | 0.4% | $898 | 加仓 |
| CVS | CVS HEALTH CORP | $20.45万 | 0.01% | 2,847 | 2,847 | — | $20.45万 | 新建仓 |
| SYK | STRYKER CORPORATION | $20.43万 | 0.01% | 622 | -981 | -61.2% | -$32.22万 | 减仓 |
| INSE | INSPIRED ENTMT INC | $17.82万 | 0.01% | 25,000 | 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 |
| MNKD | MANNKIND CORP | $11.66万 | 0.01% | 47,600 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TR | $11.21万 | 0.01% | 10,771 | 0 | 0.0% | — | 不变 |
| — | ALTI GLOBAL INC | $9.39万 | 0.00% | 25,938 | 25,938 | — | $9.39万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $8.46万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $6.83万 | 0.00% | 13,194 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $3.75万 | 0.00% | 16,613 | 0 | 0.0% | — | 不变 |
| — | NEXGEL INC | $2.26万 | 0.00% | 35,715 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP | $1.43万 | 0.00% | 16,583 | 16,583 | — | $1.43万 | 新建仓 |
| 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 |