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 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | $21.06万 | 0.01% | 327 | 327 | — | $21.06万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $20.78万 | 0.01% | 2,776 | 2,776 | — | $20.78万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.76万 | 0.01% | 2,345 | 2,345 | — | $20.76万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $20.62万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $20.46万 | 0.01% | 676 | 676 | — | $20.46万 | 新建仓 |
| VST | VISTRA CORP | $20.45万 | 0.01% | 1,289 | -619 | -32.4% | -$9.82万 | 重新持有 |
| CSTL | CASTLE BIOSCIENCES INC | $20.42万 | 0.01% | 8,561 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $20.28万 | 0.01% | 47,600 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $19.87万 | 0.01% | 12,592 | 12,592 | — | $19.87万 | 新建仓 |
| — | AUTHID INC | $18.54万 | 0.01% | 173,302 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $18.49万 | 0.01% | 11,432 | 11,432 | — | $18.49万 | 新建仓 |
| — | EATON VANCE SR INCOME TR | $17.39万 | 0.01% | 34,918 | 664 | 1.9% | $3,307 | 加仓 |
| — | ATAIBECKLEY INC | $12.84万 | 0.01% | 24,358 | 24,358 | — | $12.84万 | 新建仓 |
| — | EATON VANCE MUN INCOME TR | $12.13万 | 0.00% | 10,771 | 0 | 0.0% | — | 不变 |
| — | ALTI GLOBAL INC | $9.36万 | 0.00% | 25,938 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $9.30万 | 0.00% | 106,555 | 106,555 | — | $9.30万 | 新建仓 |
| AIOT | POWERFLEET INC | $4.66万 | 0.00% | 12,155 | 12,155 | — | $4.66万 | 新建仓 |
| PLUG | PLUG PWR INC | $4.50万 | 0.00% | 16,613 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $4.48万 | 0.00% | 80,000 | 80,000 | — | $4.48万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $6,958 | 0.00% | 11,364 | 11,364 | — | $6,958 | 新建仓 |
| — | DYNAMIX CORP | $2,653 | 0.00% | 16,583 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -6,977 | -100.0% | -$81.14万 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -12,608 | -100.0% | -$52.18万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,454 | -100.0% | -$28.83万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -3,820 | -100.0% | -$28.41万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,563 | -100.0% | -$28.06万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,336 | -100.0% | -$26.86万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -347 | -100.0% | -$26.81万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -557 | -100.0% | -$23.69万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -4,817 | -100.0% | -$23.47万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,485 | -100.0% | -$22.89万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -4,223 | -100.0% | -$22.56万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,693 | -100.0% | -$21.26万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -3,991 | -100.0% | -$20.98万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -911 | -100.0% | -$20.45万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -622 | -100.0% | -$20.43万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -13,194 | -100.0% | -$6.83万 | 清仓 |
| — | NEXGEL INC | $0 | 0.00% | 0 | -35,715 | -100.0% | -$2.26万 | 清仓 |