Quantum Financial Advisors, LLC
SANTA MONICA CA · SEC CIK 0001929139
$10.13亿2026Q1 申报市值
231持仓数
56.4%前十大占比 · 第一大 13.0%
27 / 17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
DIMENSIONAL ETF 加仓+$4,371.46万
OEF 加仓+$1,500.08万
ISHARES TR 加仓+$252.08万
ISHARES TR 加仓+$198.01万
ISHARES TR 加仓+$181.43万
2026Q1 卖出最多 按季末市值估算
AVUS 减仓-$3,950.91万
ISHARES TR 减仓-$300.06万
ISHARES TR 减仓-$294.41万
ISHARES TR 减仓-$252.49万
DFAU 减仓-$216.80万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $32.65万 | 0.03% | 2,401 | 2 | 0.1% | $272 | 加仓 |
| MTZ | MASTEC INC | $33.07万 | 0.03% | 1,028 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $33.20万 | 0.03% | 617 | 8 | 1.3% | $4,305 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $33.66万 | 0.03% | 1,029 | 41 | 4.1% | $1.34万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $33.96万 | 0.03% | 1,861 | -35 | -1.8% | -$6,386 | 减仓 |
| APH | AMPHENOL CORP | $34.03万 | 0.03% | 2,693 | 345 | 14.7% | $4.36万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.20万 | 0.03% | 873 | 1 | 0.1% | $392 | 加仓 |
| TMUS | T-MOBILE US INC | $34.20万 | 0.03% | 1,628 | 1 | 0.1% | $210 | 加仓 |
| TJX | TJX COS INC NEW | $34.29万 | 0.03% | 2,147 | 34 | 1.6% | $5,430 | 加仓 |
| NEM | NEWMONT CORP | $35.03万 | 0.03% | 3,236 | -8 | -0.2% | -$866 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $35.99万 | 0.04% | 5,499 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.24万 | 0.04% | 1,685 | -52 | -3.0% | -$1.12万 | 减仓 |
| GM | GENERAL MTRS CO | $36.27万 | 0.04% | 4,868 | -24 | -0.5% | -$1,788 | 减仓 |
| DE | DEERE & CO | $36.81万 | 0.04% | 654 | 14 | 2.2% | $7,880 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $36.91万 | 0.04% | 412 | -115 | -21.8% | -$10.30万 | 减仓 |
| VST | VISTRA CORP | $36.95万 | 0.04% | 2,458 | -38 | -1.5% | -$5,713 | 减仓 |
| STLD | STEEL DYNAMICS INC | $36.95万 | 0.04% | 2,053 | -13 | -0.6% | -$2,340 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $37.17万 | 0.04% | 615 | 47 | 8.3% | $2.84万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $37.31万 | 0.04% | 3,323 | -34 | -1.0% | -$3,817 | 减仓 |
| FIX | COMFORT SYS USA INC | $37.62万 | 0.04% | 273 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $38.25万 | 0.04% | 442 | 190 | 75.4% | $16.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.57万 | 0.04% | 785 | 65 | 9.0% | $3.19万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $38.73万 | 0.04% | 1,432 | 10 | 0.7% | $2,705 | 加仓 |
| DTE | DTE ENERGY CO | $39.10万 | 0.04% | 2,674 | -1 | -0.0% | -$146 | 减仓 |
| NVS | NOVARTIS AG | $39.16万 | 0.04% | 2,564 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $39.57万 | 0.04% | 4,115 | -776 | -15.9% | -$7.46万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $40.16万 | 0.04% | 14,625 | 192 | 1.3% | $5,272 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $40.33万 | 0.04% | 2,034 | -2,207 | -52.0% | -$43.76万 | 减仓 |
| WM | WASTE MGMT INC DEL | $41.54万 | 0.04% | 1,808 | 505 | 38.8% | $11.60万 | 加仓 |
| — | ISHARES TR | $42.25万 | 0.04% | 16,264 | -115,497 | -87.7% | -$300.06万 | 减仓 |
| PWR | QUANTA SVCS INC | $42.69万 | 0.04% | 778 | 125 | 19.1% | $6.86万 | 加仓 |
| RTX | RTX CORPORATION | $42.70万 | 0.04% | 2,214 | 48 | 2.2% | $9,258 | 加仓 |
| QCOM | QUALCOMM INC | $43.02万 | 0.04% | 3,341 | 394 | 13.4% | $5.07万 | 加仓 |
| JBL | JABIL INC | $43.09万 | 0.04% | 1,622 | -43 | -2.6% | -$1.14万 | 减仓 |
| WFC | WELLS FARGO & CO | $43.18万 | 0.04% | 5,424 | 401 | 8.0% | $3.19万 | 加仓 |
| LIN | LINDE PLC | $43.22万 | 0.04% | 872 | 25 | 3.0% | $1.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.48万 | 0.04% | 526 | -1 | -0.2% | -$846 | 减仓 |
| AMP | AMERIPRISE FINL INC | $45.17万 | 0.04% | 1,017 | -1 | -0.1% | -$444 | 减仓 |
| GE | GE AEROSPACE | $45.37万 | 0.04% | 1,599 | 113 | 7.6% | $3.21万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $46.68万 | 0.05% | 4,967 | 32 | 0.6% | $3,007 | 加仓 |
| CVS | CVS HEALTH CORP | $46.98万 | 0.05% | 6,541 | -48 | -0.7% | -$3,447 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.09万 | 0.05% | 2,848 | 44 | 1.6% | $7,275 | 加仓 |
| GILD | GILEAD SCIENCES INC | $48.31万 | 0.05% | 3,466 | 108 | 3.2% | $1.51万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $48.34万 | 0.05% | 5,237 | 102 | 2.0% | $9,416 | 加仓 |
| EMR | EMERSON ELEC CO | $48.50万 | 0.05% | 3,702 | 27 | 0.7% | $3,537 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.31万 | 0.05% | 2,424 | 104 | 4.5% | $2.12万 | 加仓 |
| TSLA | TESLA INC | $49.82万 | 0.05% | 1,340 | 92 | 7.4% | $3.42万 | 加仓 |
| IVV | ISHARES TR | $53.04万 | 0.05% | 812 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $53.16万 | 0.05% | 4,000 | 4,000 | — | $53.16万 | 新建仓 |
| RY | ROYAL BK CDA | $53.31万 | 0.05% | 3,295 | 3,295 | — | $53.31万 | 新建仓 |
| MS | MORGAN STANLEY | $55.23万 | 0.05% | 3,356 | 10 | 0.3% | $1,646 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $55.87万 | 0.06% | 2,243 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $57.11万 | 0.06% | 4,326 | 103 | 2.4% | $1.36万 | 加仓 |
| EME | EMCOR GROUP INC | $57.40万 | 0.06% | 777 | -1 | -0.1% | -$739 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.83万 | 0.06% | 1,692 | 2 | 0.1% | $684 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $58.67万 | 0.06% | 2,421 | -51 | -2.1% | -$1.24万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $60.36万 | 0.06% | 12,023 | 464 | 4.0% | $2.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.73万 | 0.06% | 2,935 | -311 | -9.6% | -$6.43万 | 减仓 |
| LOW | LOWES COS INC | $61.97万 | 0.06% | 2,623 | 46 | 1.8% | $1.09万 | 加仓 |
| AFL | AFLAC INC | $62.88万 | 0.06% | 5,731 | -14 | -0.2% | -$1,536 | 减仓 |
| KLAC | KLA CORP | $65.26万 | 0.06% | 443 | 9 | 2.1% | $1.33万 | 加仓 |
| BAC | BANK AMERICA CORP | $66.00万 | 0.07% | 13,539 | 656 | 5.1% | $3.20万 | 加仓 |
| IBDX | ISHARES TR | $70.64万 | 0.07% | 27,953 | -53,557 | -65.7% | -$135.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.78万 | 0.07% | 710 | 15 | 2.2% | $1.50万 | 加仓 |
| PEP | PEPSICO INC | $71.22万 | 0.07% | 4,586 | -32 | -0.7% | -$4,970 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.43万 | 0.07% | 11,303 | -269 | -2.3% | -$1.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.58万 | 0.07% | 13,428 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $73.32万 | 0.07% | 1,270 | -1,424 | -52.9% | -$82.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $73.54万 | 0.07% | 3,442 | 571 | 19.9% | $12.20万 | 加仓 |
| ABBV | ABBVIE INC | $73.75万 | 0.07% | 3,391 | -201 | -5.6% | -$4.37万 | 减仓 |
| KO | COCA COLA CO | $74.16万 | 0.07% | 9,752 | 138 | 1.4% | $1.05万 | 加仓 |
| CSCO | CISCO SYS INC | $75.53万 | 0.07% | 9,734 | 830 | 9.3% | $6.44万 | 加仓 |
| HD | HOME DEPOT INC | $76.16万 | 0.08% | 2,316 | 249 | 12.0% | $8.19万 | 加仓 |
| — | ISHARES TR | $78.73万 | 0.08% | 30,383 | -113,614 | -78.9% | -$294.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $79.60万 | 0.08% | 1,593 | 41 | 2.6% | $2.05万 | 加仓 |
| MRK | MERCK & CO INC | $79.81万 | 0.08% | 6,635 | 858 | 14.9% | $10.32万 | 加仓 |
| ORCL | ORACLE CORP | $81.79万 | 0.08% | 5,560 | 14 | 0.3% | $2,060 | 加仓 |
| T | AT&T INC | $81.97万 | 0.08% | 28,276 | 630 | 2.3% | $1.83万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $82.03万 | 0.08% | 3,776 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $83.28万 | 0.08% | 12,889 | 52 | 0.4% | $3,360 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $85.15万 | 0.08% | 2,520 | 46 | 1.9% | $1.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $87.60万 | 0.09% | 6,065 | 818 | 15.6% | $11.81万 | 加仓 |
| UCO | PROSHARES TR II | $91.96万 | 0.09% | 23,400 | 12,000 | 105.3% | $47.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $104.25万 | 0.10% | 3,447 | 124 | 3.7% | $3.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.50万 | 0.11% | 2,306 | 21 | 0.9% | $1.01万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $111.61万 | 0.11% | 16,503 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $114.74万 | 0.11% | 3,707 | 1 | 0.0% | $310 | 加仓 |
| CAT | CATERPILLAR INC | $117.85万 | 0.12% | 1,663 | -1,290 | -43.7% | -$91.42万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $120.70万 | 0.12% | 10,461 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $121.78万 | 0.12% | 9,799 | -1 | -0.0% | -$124 | 减仓 |
| V | VISA INC | $123.59万 | 0.12% | 4,089 | -199 | -4.6% | -$6.01万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $131.21万 | 0.13% | 4,624 | 108 | 2.4% | $3.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $137.90万 | 0.14% | 35,487 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $142.87万 | 0.14% | 1,553 | -165 | -9.6% | -$15.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $144.62万 | 0.14% | 5,916 | 224 | 3.9% | $5.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $147.13万 | 0.15% | 20,685 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.06万 | 0.15% | 2,292 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $154.01万 | 0.15% | 36,477 | 1,576 | 4.5% | $6.65万 | 加仓 |
| AMGN | AMGEN INC | $160.26万 | 0.16% | 4,555 | 505 | 12.5% | $17.77万 | 加仓 |
| — | EXXON MOBIL CORP | $221.57万 | 0.22% | 13,060 | 383 | 3.0% | $6.50万 | 加仓 |