13F 机构持仓

Quadrant Private Wealth Management, LLC

Center Valley PA · SEC CIK 0001727454

2026Q22026Q1 更早 9 个季度 🔒
$4.47亿2026Q2 申报市值
177持仓数
46.2%前十大占比 · 第一大 13.8%
28 / 137新建仓 / 清仓
申报市值走势$4.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 13.8%
SPYM 7.3%
BPRE 5.9%
GOOG 4.0%
AVGO 2.9%
META 2.9%
DYNF 2.8%
SPY 2.4%
GOOGL 2.3%
PAVE 2.0%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$1,114.80万
IALT 新建仓+$475.79万
GOVT 加仓+$350.27万
TFI 新建仓+$185.21万
BPRE 加仓+$163.48万

2026Q2 卖出最多 按季末市值估算

IVE 清仓-$1,488.37万
TLT 清仓-$1,199.71万
MSFT 清仓-$1,161.10万
IVW 清仓-$1,146.56万
SNOW 清仓-$892.37万

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
IVE ISHARES TR $00.00%0 -70,489-100.0% -$1,488.37万 清仓
TLT ISHARES TR $00.00%0 -138,391-100.0% -$1,199.71万 清仓
MSFT MICROSOFT CORP $00.00%0 -31,367-100.0% -$1,161.10万 清仓
IVW ISHARES TR $00.00%0 -101,367-100.0% -$1,146.56万 清仓
SNOW SNOWFLAKE INC $00.00%0 -59,168-100.0% -$892.37万 清仓
EFV ISHARES TR $00.00%0 -116,996-100.0% -$869.87万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -35,466-100.0% -$738.01万 清仓
VTI VANGUARD INDEX FDS $00.00%0 -18,611-100.0% -$597.07万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -22,377-100.0% -$546.99万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -21,193-100.0% -$513.69万 清仓
IVV ISHARES TR $00.00%0 -7,796-100.0% -$509.26万 清仓
DIS DISNEY WALT CO $00.00%0 -52,832-100.0% -$509.20万 清仓
FSLR FIRST SOLAR INC $00.00%0 -23,606-100.0% -$465.65万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -47,558-100.0% -$446.95万 清仓
OEF ISHARES TR $00.00%0 -13,797-100.0% -$438.85万 清仓
HD HOME DEPOT INC $00.00%0 -12,855-100.0% -$422.80万 清仓
DAL DELTA AIR LINES INC $00.00%0 -62,082-100.0% -$412.72万 清仓
CVX CHEVRON CORPORATION $00.00%0 -19,895-100.0% -$411.63万 清仓
WMT WALMART INC $00.00%0 -32,366-100.0% -$403.04万 清仓
FLR FLUOR CORP $00.00%0 -84,481-100.0% -$394.10万 清仓
GE GE AEROSPACE $00.00%0 -13,251-100.0% -$376.65万 清仓
INTC INTEL CORP $00.00%0 -82,548-100.0% -$364.28万 清仓
SBUX STARBUCKS CORP $00.00%0 -39,914-100.0% -$357.59万 清仓
MBB ISHARES TR $00.00%0 -35,064-100.0% -$332.93万 清仓
ITOT ISHARES TR $00.00%0 -22,625-100.0% -$322.25万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -47,992-100.0% -$313.21万 清仓
VUG VANGUARD INDEX FDS $00.00%0 -41,508-100.0% -$302.17万 清仓
PFE PFIZER INC $00.00%0 -99,530-100.0% -$279.48万 清仓
VEU VANGUARD INTL EQUITY INDEX F $00.00%0 -36,056-100.0% -$270.78万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -4,492-100.0% -$268.43万 清仓
QCOM QUALCOMM INC $00.00%0 -19,091-100.0% -$245.85万 清仓
LLY ELI LILLY & CO $00.00%0 -2,610-100.0% -$240.09万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -3,806-100.0% -$230.01万 清仓
IWF ISHARES TR $00.00%0 -20,480-100.0% -$218.30万 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -54,673-100.0% -$206.88万 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -5,978-100.0% -$202.55万 清仓
WYNN WYNN RESORTS LTD $00.00%0 -18,669-100.0% -$189.58万 清仓
CAT CATERPILLAR INC $00.00%0 -2,649-100.0% -$187.70万 清仓
IJJ ISHARES TR $00.00%0 -13,714-100.0% -$181.71万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -6,700-100.0% -$172.42万 清仓
VEA VANGUARD TAX-MANAGED FDS $00.00%0 -26,069-100.0% -$167.05万 清仓
TLH ISHARES TR $00.00%0 -15,544-100.0% -$156.56万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -19,505-100.0% -$150.40万 清仓
FIG FIGMA INC $00.00%0 -67,064-100.0% -$141.77万 清仓
FNDF SCHWAB STRATEGIC TR $00.00%0 -27,463-100.0% -$134.38万 清仓
IYF ISHARES TR $00.00%0 -10,977-100.0% -$129.15万 清仓
VB VANGUARD INDEX FDS $00.00%0 -4,790-100.0% -$125.46万 清仓
EFG ISHARES TR $00.00%0 -11,040-100.0% -$122.95万 清仓
TY TRI CONTL CORP $00.00%0 -38,406-100.0% -$121.32万 清仓
IJR ISHARES TR $00.00%0 -9,684-100.0% -$120.38万 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -36,014-100.0% -$109.84万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -34,051-100.0% -$99.19万 清仓
IWV ISHARES TR $00.00%0 -2,553-100.0% -$94.65万 清仓
IYW ISHARES TR $00.00%0 -5,024-100.0% -$91.14万 清仓
— HONEYWELL INTL INC $00.00%0 -4,002-100.0% -$90.46万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -1,830-100.0% -$90.00万 清仓
KO COCA COLA CO $00.00%0 -11,465-100.0% -$87.77万 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -35,345-100.0% -$87.48万 清仓
VLO VALERO ENERGY CORP $00.00%0 -3,520-100.0% -$86.96万 清仓
WFC WELLS FARGO & CO $00.00%0 -10,819-100.0% -$86.13万 清仓
IEF ISHARES TR $00.00%0 -8,955-100.0% -$85.47万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 -32,579-100.0% -$83.53万 清仓
VXF VANGUARD INDEX FDS $00.00%0 -4,019-100.0% -$82.71万 清仓
LRCX LAM RESEARCH CORP $00.00%0 -3,866-100.0% -$82.70万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -4,645-100.0% -$80.57万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -5,577-100.0% -$80.55万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -14,847-100.0% -$78.33万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -5,274-100.0% -$78.11万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -12,163-100.0% -$73.77万 清仓
IWB ISHARES TR $00.00%0 -2,027-100.0% -$72.28万 清仓
VTV VANGUARD INDEX FDS $00.00%0 -3,671-100.0% -$72.02万 清仓
MGK VANGUARD WORLD FD $00.00%0 -9,650-100.0% -$70.91万 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -13,070-100.0% -$70.42万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -2,952-100.0% -$68.03万 清仓
IYG ISHARES TR $00.00%0 -7,457-100.0% -$61.77万 清仓
DE DEERE & CO $00.00%0 -1,064-100.0% -$60.13万 清仓
EUHY ISHARES INC $00.00%0 -11,417-100.0% -$59.90万 清仓
MCD MCDONALDS CORP $00.00%0 -1,849-100.0% -$57.45万 清仓
MUB ISHARES TR $00.00%0 -5,357-100.0% -$56.86万 清仓
IWD ISHARES TR $00.00%0 -2,649-100.0% -$56.60万 清仓
ILCV ISHARES TR $00.00%0 -6,067-100.0% -$56.51万 清仓
IAU ISHARES GOLD TR $00.00%0 -6,345-100.0% -$55.94万 清仓
KLAC KLA CORP $00.00%0 -3,720-100.0% -$54.77万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -1,573-100.0% -$53.17万 清仓
C CITIGROUP INC $00.00%0 -4,541-100.0% -$51.50万 清仓
LQD ISHARES TR $00.00%0 -4,699-100.0% -$51.22万 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -8,666-100.0% -$46.84万 清仓
RY ROYAL BK CDA $00.00%0 -2,868-100.0% -$46.39万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -14,276-100.0% -$45.70万 清仓
MTD METTLER TOLEDO INTERNATIONAL $00.00%0 -345-100.0% -$43.51万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -2,180-100.0% -$43.50万 清仓
IWM ISHARES TR $00.00%0 -1,751-100.0% -$43.42万 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -1,321-100.0% -$43.21万 清仓
PEP PEPSICO INC $00.00%0 -2,651-100.0% -$41.17万 清仓
SOXX ISHARES TR $00.00%0 -1,249-100.0% -$41.06万 清仓
GLW CORNING INC $00.00%0 -2,997-100.0% -$40.75万 清仓
VV VANGUARD INDEX FDS $00.00%0 -1,352-100.0% -$40.40万 清仓
CMF ISHARES TR $00.00%0 -7,027-100.0% -$39.95万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -7,956-100.0% -$39.69万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -2,802-100.0% -$39.05万 清仓