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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $251.71万 | 0.25% | 4,400 | -249 | -5.4% | -$14.24万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $257.36万 | 0.25% | 53,107 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $274.47万 | 0.27% | 9,331 | 6 | 0.1% | $1,765 | 加仓 |
| GOOG | ALPHABET INC | $311.73万 | 0.31% | 10,867 | -374 | -3.3% | -$10.73万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $316.71万 | 0.31% | 62,455 | -6,531 | -9.5% | -$33.12万 | 减仓 |
| IBDW | ISHARES TR | $330.43万 | 0.33% | 157,872 | 42,320 | 36.6% | $88.58万 | 加仓 |
| GOOGL | ALPHABET INC | $340.48万 | 0.34% | 11,840 | 41 | 0.3% | $1.18万 | 加仓 |
| IBMO | ISHARES TR | $341.16万 | 0.34% | 133,110 | -75,754 | -36.3% | -$194.16万 | 减仓 |
| AMZN | AMAZON COM INC | $347.29万 | 0.34% | 16,675 | -2,599 | -13.5% | -$54.13万 | 减仓 |
| — | ISHARES TR | $361.20万 | 0.36% | 140,726 | 98,213 | 231.0% | $252.08万 | 加仓 |
| IBMP | ISHARES TR | $366.50万 | 0.36% | 144,063 | -41,870 | -22.5% | -$106.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $375.09万 | 0.37% | 107,047 | -19,400 | -15.3% | -$67.98万 | 减仓 |
| IBMS | ISHARES TR | $382.45万 | 0.38% | 148,063 | 36,506 | 32.7% | $94.30万 | 加仓 |
| IBMQ | ISHARES TR | $409.32万 | 0.40% | 160,329 | 32,453 | 25.4% | $82.85万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $419.62万 | 0.41% | 101,015 | -3,107 | -3.0% | -$12.91万 | 减仓 |
| IBDV | ISHARES TR | $465.01万 | 0.46% | 212,432 | 51,124 | 31.7% | $111.91万 | 加仓 |
| IBDR | ISHARES TR | $552.94万 | 0.55% | 228,110 | 14,940 | 7.0% | $36.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $571.39万 | 0.56% | 32,763 | -7,447 | -18.5% | -$129.88万 | 减仓 |
| — | ISHARES TR | $591.67万 | 0.58% | 225,656 | 50,310 | 28.7% | $131.91万 | 加仓 |
| IBDT | ISHARES TR | $594.64万 | 0.59% | 234,759 | 49,921 | 27.0% | $126.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $597.85万 | 0.59% | 16,151 | 682 | 4.4% | $25.25万 | 加仓 |
| IBDS | ISHARES TR | $606.75万 | 0.60% | 250,308 | 53,614 | 27.3% | $129.96万 | 加仓 |
| — | ISHARES TR | $731.25万 | 0.72% | 278,489 | 61,778 | 28.5% | $162.22万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $743.52万 | 0.73% | 104,854 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $818.27万 | 0.81% | 25,506 | 1,797 | 7.6% | $57.65万 | 加仓 |
| — | ISHARES TR | $835.60万 | 0.82% | 318,386 | 75,448 | 31.1% | $198.01万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $838.48万 | 0.83% | 247,630 | -2,197 | -0.9% | -$7.44万 | 减仓 |
| — | ISHARES TR | $855.83万 | 0.84% | 330,117 | 17,232 | 5.5% | $44.67万 | 加仓 |
| — | ISHARES TR | $874.78万 | 0.86% | 333,378 | 66,880 | 25.1% | $175.49万 | 加仓 |
| — | ISHARES TR | $894.46万 | 0.88% | 342,509 | 69,472 | 25.4% | $181.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,580.55万 | 1.56% | 253,090 | -3,516 | -1.4% | -$21.96万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,606.73万 | 1.59% | 173,345 | 7,091 | 4.3% | $65.73万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,613.90万 | 1.59% | 414,246 | -4,594 | -1.1% | -$17.90万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,717.15万 | 1.69% | 646,029 | -9,084 | -1.4% | -$24.15万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1,751.24万 | 1.73% | 324,364 | 33,135 | 11.4% | $178.90万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,753.72万 | 1.73% | 158,751 | 1,906 | 1.2% | $21.06万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,803.54万 | 1.78% | 457,286 | -7,806 | -1.7% | -$30.79万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,818.28万 | 1.79% | 387,281 | 7,437 | 2.0% | $34.92万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,867.51万 | 1.84% | 424,242 | 14,683 | 3.6% | $64.63万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,045.58万 | 2.02% | 204,845 | -7,081 | -3.3% | -$70.71万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,203.20万 | 2.17% | 488,298 | -48,050 | -9.0% | -$216.80万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $2,314.41万 | 2.28% | 546,242 | -11,077 | -2.0% | -$46.93万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $2,723.54万 | 2.69% | 526,362 | 11,250 | 2.2% | $58.21万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,843.11万 | 2.81% | 352,831 | -6,200 | -1.7% | -$49.96万 | 减仓 |
| AAPL | APPLE INC | $3,031.63万 | 2.99% | 119,454 | 1,015 | 0.9% | $25.76万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $3,563.34万 | 3.52% | 840,411 | -14,493 | -1.7% | -$61.45万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,876.19万 | 3.83% | 456,882 | -10,275 | -2.2% | -$87.17万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,992.18万 | 5.91% | 831,323 | 606,473 | 269.7% | $4,371.46万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $9,763.22万 | 9.64% | 878,146 | -355,362 | -28.8% | -$3,950.91万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $9,868.03万 | 9.74% | 2,401,564 | 73 | 0.0% | $3,000 | 加仓 |
| OEF | ISHARES TR | $1.32亿 | 13.01% | 414,288 | 47,162 | 12.8% | $1,500.08万 | 加仓 |