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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $23.97万 | 0.02% | 2,436 | 116 | 5.0% | $1.14万 | 加仓 |
| HUBB | HUBBELL INC | $23.83万 | 0.02% | 486 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $23.73万 | 0.02% | 947 | 947 | — | $23.73万 | 新建仓 |
| IBCA | ISHARES TR | $23.55万 | 0.02% | 9,184 | 9,184 | — | $23.55万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $23.33万 | 0.02% | 1,104 | -4 | -0.4% | -$845 | 减仓 |
| COHR | COHERENT CORP | $23.27万 | 0.02% | 977 | 977 | — | $23.27万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.11万 | 0.02% | 1,003 | -812 | -44.7% | -$18.71万 | 重新持有 |
| DIS | DISNEY WALT CO | $23.07万 | 0.02% | 2,393 | -400 | -14.3% | -$3.86万 | 减仓 |
| — | ISHARES TR | $22.74万 | 0.02% | 8,926 | 8,926 | — | $22.74万 | 新建仓 |
| BP | BP PLC | $22.52万 | 0.02% | 4,792 | 4,792 | — | $22.52万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $22.38万 | 0.02% | 2,290 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $22.32万 | 0.02% | 890 | -1,636 | -64.8% | -$41.03万 | 重新持有 |
| HAL | HALLIBURTON CO | $22.00万 | 0.02% | 5,642 | 5,642 | — | $22.00万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $21.78万 | 0.02% | 6,304 | 6,304 | — | $21.78万 | 新建仓 |
| XEL | XCEL ENERGY INC | $21.68万 | 0.02% | 2,729 | -67 | -2.4% | -$5,322 | 减仓 |
| — | ISHARES TR | $21.54万 | 0.02% | 3,248 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $21.49万 | 0.02% | 1,471 | -1 | -0.1% | -$146 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $21.43万 | 0.02% | 1,337 | -1 | -0.1% | -$160 | 减仓 |
| EQT | EQT CORP | $21.43万 | 0.02% | 3,367 | 3,367 | — | $21.43万 | 新建仓 |
| NVT | NVENT ELEC PLC | $21.28万 | 0.02% | 1,800 | 1,800 | — | $21.28万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $21.21万 | 0.02% | 291 | 291 | — | $21.21万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $21.12万 | 0.02% | 906 | 906 | — | $21.12万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.05万 | 0.02% | 50 | -10 | -16.7% | -$4.21万 | 减仓 |
| WWD | WOODWARD INC | $20.93万 | 0.02% | 585 | 585 | — | $20.93万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.75万 | 0.02% | 2,250 | 2,250 | — | $20.75万 | 新建仓 |
| IJS | ISHARES TR | $20.73万 | 0.02% | 1,750 | 1,750 | — | $20.73万 | 新建仓 |
| SLB | SLB LIMITED | $20.46万 | 0.02% | 3,982 | 3,982 | — | $20.46万 | 新建仓 |
| APP | APPLOVIN CORP | $20.18万 | 0.02% | 507 | -342 | -40.3% | -$13.61万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $20.00万 | 0.02% | 1,629 | 48 | 3.0% | $5,893 | 加仓 |
| F | FORD MTR CO | $17.66万 | 0.02% | 15,303 | 258 | 1.7% | $2,977 | 加仓 |
| INV | INNVENTURE INC | $11.91万 | 0.01% | 30,460 | 30,460 | — | $11.91万 | 新建仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,526 | -100.0% | -$89.14万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -3,505 | -100.0% | -$71.62万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,423 | -100.0% | -$64.19万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -33,629 | -100.0% | -$58.01万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,860 | -100.0% | -$53.54万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -18,697 | -100.0% | -$37.54万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -9,414 | -100.0% | -$34.83万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -1,987 | -100.0% | -$24.80万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -1,189 | -100.0% | -$23.55万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -355 | -100.0% | -$23.49万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -637 | -100.0% | -$22.75万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -851 | -100.0% | -$21.89万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,283 | -100.0% | -$20.63万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,220 | -100.0% | -$20.47万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -782 | -100.0% | -$20.43万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -362 | -100.0% | -$20.33万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -599 | -100.0% | -$20.24万 | 清仓 |