Quantum Financial Advisors, LLC
SANTA MONICA CA · SEC CIK 0001929139
$11.49亿2026Q2 申报市值
251持仓数
56.5%前十大占比 · 第一大 12.9%
27 / 10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
DIMENSIONAL ETF 加仓+$520.09万
ISHARES TR 加仓+$477.46万
AVUS 加仓+$376.90万
DFGP 加仓+$369.67万
IBDX 加仓+$241.73万
2026Q2 卖出最多 按季末市值估算
OEF 减仓-$350.14万
ISHARES TR 减仓-$170.84万
AVXC 清仓-$111.61万
IBDR 减仓-$102.92万
DFSU 减仓-$102.62万
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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $35.22万 | 0.03% | 3,512 | -283 | -7.5% | -$2.84万 | 减仓 |
| GEV | GE VERNOVA INC | $35.48万 | 0.03% | 302 | -26 | -7.9% | -$3.05万 | 减仓 |
| UNP | UNION PAC CORP | $35.52万 | 0.03% | 1,306 | 21 | 1.6% | $5,712 | 加仓 |
| WM | WASTE MGMT INC DEL | $35.74万 | 0.03% | 1,604 | -204 | -11.3% | -$4.55万 | 减仓 |
| ADI | ANALOG DEVICES INC | $36.52万 | 0.03% | 920 | -24 | -2.5% | -$9,527 | 减仓 |
| GM | GENERAL MTRS CO | $36.99万 | 0.03% | 4,798 | -70 | -1.4% | -$5,396 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $37.21万 | 0.03% | 1,004 | -25 | -2.4% | -$9,265 | 减仓 |
| COHR | COHERENT CORP | $38.18万 | 0.03% | 968 | -9 | -0.9% | -$3,550 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.34万 | 0.03% | 765 | -20 | -2.5% | -$1.00万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $38.81万 | 0.03% | 1,934 | 73 | 3.9% | $1.46万 | 加仓 |
| VST | VISTRA CORP | $38.86万 | 0.03% | 2,450 | -8 | -0.3% | -$1,269 | 减仓 |
| CIEN | CIENA CORP | $39.05万 | 0.03% | 796 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $39.29万 | 0.03% | 14,738 | 113 | 0.8% | $3,013 | 加仓 |
| TXN | TEXAS INSTRS INC | $39.72万 | 0.03% | 1,333 | 27 | 2.1% | $8,046 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $39.86万 | 0.03% | 1,338 | 1,338 | — | $39.86万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $40.23万 | 0.04% | 411 | -1 | -0.2% | -$979 | 减仓 |
| NVS | NOVARTIS AG | $40.34万 | 0.04% | 2,574 | 10 | 0.4% | $1,567 | 加仓 |
| DTE | DTE ENERGY CO | $40.74万 | 0.04% | 2,674 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $41.18万 | 0.04% | 4,983 | -441 | -8.1% | -$3.64万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $41.18万 | 0.04% | 8,732 | 8,732 | — | $41.18万 | 新建仓 |
| DE | DEERE & CO | $41.33万 | 0.04% | 652 | -2 | -0.3% | -$1,268 | 减仓 |
| RTX | RTX CORPORATION | $42.10万 | 0.04% | 2,219 | 5 | 0.2% | $949 | 加仓 |
| GILD | GILEAD SCIENCES INC | $42.59万 | 0.04% | 3,371 | -95 | -2.7% | -$1.20万 | 减仓 |
| MTZ | MASTEC INC | $42.85万 | 0.04% | 1,030 | 2 | 0.2% | $832 | 加仓 |
| COP | CONOCOPHILLIPS | $43.71万 | 0.04% | 4,204 | -122 | -2.8% | -$1.27万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $43.94万 | 0.04% | 3,323 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.01万 | 0.04% | 1,860 | 175 | 10.4% | $4.14万 | 加仓 |
| LIN | LINDE PLC | $44.36万 | 0.04% | 855 | -17 | -1.9% | -$8,820 | 减仓 |
| CMI | CUMMINS INC | $44.44万 | 0.04% | 623 | 6 | 1.0% | $4,280 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $44.97万 | 0.04% | 4,874 | -93 | -1.9% | -$8,581 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $45.46万 | 0.04% | 1,333 | -4 | -0.3% | -$1,364 | 减仓 |
| APH | AMPHENOL CORP | $45.53万 | 0.04% | 2,582 | -111 | -4.1% | -$1.96万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $46.68万 | 0.04% | 1,018 | 1 | 0.1% | $459 | 加仓 |
| STLD | STEEL DYNAMICS INC | $47.11万 | 0.04% | 2,053 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.30万 | 0.04% | 5,136 | -101 | -1.9% | -$9,301 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.32万 | 0.04% | 1,138 | 64 | 6.0% | $2.66万 | 加仓 |
| URI | UNITED RENTALS INC | $49.28万 | 0.04% | 435 | 1 | 0.2% | $1,133 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.82万 | 0.04% | 11,767 | -256 | -2.1% | -$1.08万 | 减仓 |
| TSLA | TESLA INC | $50.90万 | 0.04% | 1,210 | -130 | -9.7% | -$5.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.29万 | 0.04% | 3,094 | 159 | 5.4% | $2.64万 | 加仓 |
| EMR | EMERSON ELEC CO | $52.62万 | 0.05% | 3,676 | -26 | -0.7% | -$3,722 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $52.77万 | 0.05% | 2,917 | 69 | 2.4% | $1.25万 | 加仓 |
| EME | EMCOR GROUP INC | $52.90万 | 0.05% | 637 | -140 | -18.0% | -$11.63万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $53.28万 | 0.05% | 527 | 1 | 0.2% | $1,011 | 加仓 |
| FIX | COMFORT SYS USA INC | $54.07万 | 0.05% | 273 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $54.19万 | 0.05% | 753 | -25 | -3.2% | -$1.80万 | 减仓 |
| GE | GE AEROSPACE | $56.80万 | 0.05% | 1,520 | -79 | -4.9% | -$2.95万 | 减仓 |
| LOW | LOWES COS INC | $56.89万 | 0.05% | 2,580 | -43 | -1.6% | -$9,482 | 减仓 |
| T | AT&T INC | $58.44万 | 0.05% | 28,233 | -43 | -0.2% | -$890 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $59.55万 | 0.05% | 2,243 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $61.07万 | 0.05% | 3,305 | -36 | -1.1% | -$6,652 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.12万 | 0.05% | 2,174 | -247 | -10.2% | -$6.94万 | 减仓 |
| GLW | CORNING INC | $62.22万 | 0.05% | 2,436 | 35 | 1.5% | $8,940 | 加仓 |
| PEP | PEPSICO INC | $62.46万 | 0.05% | 4,613 | 27 | 0.6% | $3,656 | 加仓 |
| JBL | JABIL INC | $62.53万 | 0.05% | 1,622 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $63.36万 | 0.06% | 846 | 34 | 4.2% | $2.55万 | 加仓 |
| — | ISHARES TR | $64.55万 | 0.06% | 24,736 | 8,472 | 52.1% | $22.11万 | 加仓 |
| RY | ROYAL BK CDA | $65.32万 | 0.06% | 3,156 | -139 | -4.2% | -$2.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.74万 | 0.06% | 703 | -7 | -1.0% | -$6,546 | 减仓 |
| AFL | AFLAC INC | $67.16万 | 0.06% | 5,728 | -3 | -0.1% | -$352 | 减仓 |
| CVS | CVS HEALTH CORP | $67.17万 | 0.06% | 6,493 | -48 | -0.7% | -$4,966 | 减仓 |
| MS | MORGAN STANLEY | $69.97万 | 0.06% | 3,347 | -9 | -0.3% | -$1,882 | 减仓 |
| BAC | BANK OF AMER CORP | $73.79万 | 0.06% | 12,950 | -589 | -4.4% | -$3.36万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $74.68万 | 0.06% | 29,669 | 29,669 | — | $74.68万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $76.21万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES TR II | $77.10万 | 0.07% | 23,400 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $79.18万 | 0.07% | 9,743 | -9 | -0.1% | -$731 | 减仓 |
| HD | HOME DEPOT INC | $79.63万 | 0.07% | 2,258 | -58 | -2.5% | -$2.05万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.18万 | 0.07% | 11,254 | -49 | -0.4% | -$3,491 | 减仓 |
| MA | MASTERCARD INCORPORATED | $80.59万 | 0.07% | 1,569 | -24 | -1.5% | -$1.23万 | 减仓 |
| ORCL | ORACLE CORP | $81.25万 | 0.07% | 5,544 | -16 | -0.3% | -$2,345 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.38万 | 0.07% | 13,968 | 540 | 4.0% | $3.22万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $84.34万 | 0.07% | 874 | 1 | 0.1% | $965 | 加仓 |
| PG | PROCTER & GAMBLE CO | $85.28万 | 0.07% | 5,816 | -249 | -4.1% | -$3.65万 | 减仓 |
| MRK | MERCK & CO INC | $87.29万 | 0.08% | 6,793 | 158 | 2.4% | $2.03万 | 加仓 |
| ABBV | ABBVIE INC | $87.57万 | 0.08% | 3,480 | 89 | 2.6% | $2.24万 | 加仓 |
| FLEX | FLEX LTD | $89.12万 | 0.08% | 5,499 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $90.31万 | 0.08% | 1,414 | -18 | -1.3% | -$1.15万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $91.46万 | 0.08% | 3,764 | -12 | -0.3% | -$2,916 | 减仓 |
| SNDK | SANDISK CORP | $100.95万 | 0.09% | 444 | -4 | -0.9% | -$9,095 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $104.95万 | 0.09% | 28,167 | 21,385 | 315.3% | $79.68万 | 加仓 |
| INTC | INTEL CORP | $107.65万 | 0.09% | 7,709 | 1,367 | 21.6% | $19.09万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $109.80万 | 0.10% | 4,594 | -30 | -0.6% | -$7,170 | 减仓 |
| CSCO | CISCO SYS INC | $113.46万 | 0.10% | 9,659 | -75 | -0.8% | -$8,810 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $115.73万 | 0.10% | 3,422 | -25 | -0.7% | -$8,455 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $117.58万 | 0.10% | 12,893 | 4 | 0.0% | $365 | 加仓 |
| AMAT | APPLIED MATLS INC | $122.33万 | 0.11% | 1,692 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $131.58万 | 0.11% | 4,361 | -69 | -1.6% | -$2.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.75万 | 0.12% | 2,673 | 367 | 15.9% | $18.36万 | 加仓 |
| WMT | WALMART INC | $136.71万 | 0.12% | 12,071 | 2,272 | 23.2% | $25.73万 | 加仓 |
| AVGO | BROADCOM INC | $137.46万 | 0.12% | 3,639 | -68 | -1.8% | -$2.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $138.35万 | 0.12% | 5,447 | -469 | -7.9% | -$11.91万 | 减仓 |
| V | VISA INC | $138.99万 | 0.12% | 4,051 | -38 | -0.9% | -$1.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $139.19万 | 0.12% | 2,396 | -28 | -1.2% | -$1.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $145.25万 | 0.13% | 1,945 | -347 | -15.1% | -$25.91万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $146.25万 | 0.13% | 3,375 | -67 | -1.9% | -$2.90万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $151.31万 | 0.13% | 35,847 | -630 | -1.7% | -$2.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $157.42万 | 0.14% | 35,487 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $161.50万 | 0.14% | 4,460 | -95 | -2.1% | -$3.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $170.32万 | 0.15% | 20,685 | 0 | 0.0% | — | 不变 |