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 |
|---|---|---|---|---|---|---|---|---|
| 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 |