13F 机构持仓

Quantum Private Wealth, LLC

TAMPA FL · SEC CIK 0001929662

2026Q22026Q1 更早 9 个季度 🔒
$3.24亿2026Q1 申报市值
165持仓数
51.0%前十大占比 · 第一大 8.3%
10 / 12新建仓 / 清仓
申报市值走势$3.90亿2026Q2
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

AAPL 8.3%
META 8.1%
AMZN 8.1%
NVDA 5.8%
MSFT 4.9%
GOOG 4.3%
AVGO 4.3%
FWD 2.7%
NFLX 2.4%
POWL 2.2%

2026Q1 买入最多 按季末市值估算

GRID 加仓+$67.97万
NFLT 新建仓+$43.23万
TSLA 加仓+$43.20万
AVGO 加仓+$35.50万
EWTX 加仓+$33.39万

2026Q1 卖出最多 按季末市值估算

SKYY 清仓-$138.01万
GGG 清仓-$65.81万
XSW 清仓-$55.92万
SSD 减仓-$54.94万
FCN 减仓-$37.49万

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
SKYY FIRST TR EXCHANGE TRADED FD $00.00%0 -10,610-100.0% -$138.01万 清仓
GGG GRACO INC $00.00%0 -8,029-100.0% -$65.81万 清仓
XSW SPDR SERIES TRUST $00.00%0 -2,988-100.0% -$55.92万 清仓
FHB FIRST HAWAIIAN INC $00.00%0 —— — 申报中断
RLI RLI CORP $00.00%0 -5,832-100.0% -$37.31万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -1,987-100.0% -$36.26万 清仓
ADBE ADOBE INC $00.00%0 -973-100.0% -$34.05万 清仓
APAM ARTISAN PARTNERS ASSET MGMT $00.00%0 -8,029-100.0% -$32.71万 清仓
FDS FACTSET RESH SYS INC $00.00%0 -983-100.0% -$28.53万 清仓
SDVY FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,963-100.0% -$22.85万 清仓
— SPDR SERIES TRUST $00.00%0 —— — 申报中断
CVLT COMMVAULT SYS INC $00.00%0 —— — 申报中断
FIVE FIVE BELOW INC $00.00%0 -1,125-100.0% -$21.19万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -7,176-100.0% -$20.03万 清仓
— SUNOPTA INC $00.00%0 -37,623-100.0% -$14.30万 清仓
— NANO X IMAGING LTD $2.50万0.01%11,000 00.0% — 不变
— LIBERTY ALL-STAR GROWTH FD I $6.17万0.02%13,000 00.0% — 不变
— CINGULATE INC $6.21万0.02%10,000 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $6.95万0.02%10,000 00.0% — 不变
— STARFIGHTERS SPACE INC $7.99万0.02%13,500 13,500— $7.99万 新建仓
USA LIBERTY ALL STAR EQUITY FD $9.28万0.03%16,715 00.0% — 不变
PATH UIPATH INC $13.32万0.04%12,000 12,000— $13.32万 新建仓
FJUN FIRST TR EXCHNG TRADED FD VI $20.34万0.06%3,600 00.0% — 不变
FTXL FIRST TR EXCHANGE TRADED FD $20.37万0.06%1,381 1,381— $20.37万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $20.46万0.06%3,374 3,374— $20.46万 新建仓
MU MICRON TECHNOLOGY INC $20.47万0.06%606 606— $20.47万 新建仓
XETYX EATON VANCE TAX-MANAGED DIVE $20.68万0.06%15,000 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $21.34万0.07%5,700 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $21.79万0.07%9,760 -482-4.7% -$1.08万 重新持有
WFC WELLS FARGO & CO $21.89万0.07%2,750 00.0% — 不变
RSG REPUBLIC SVCS INC $21.90万0.07%1,000 00.0% — 不变
MDT MEDTRONIC PLC $22.18万0.07%2,560 -460-15.2% -$3.99万 减仓
WHR WHIRLPOOL CORP $22.21万0.07%4,120 00.0% — 不变
LITE LUMENTUM HLDGS INC $22.91万0.07%326 326— $22.91万 新建仓
COF CAPITAL ONE FINL CORP $22.97万0.07%1,259 00.0% — 不变
ABT ABBOTT LABORATORIES $23.28万0.07%2,267 -9-0.4% -$924 减仓
SMTC SEMTECH CORP $23.45万0.07%3,050 00.0% — 不变
FCN FTI CONSULTING INC $23.69万0.07%1,340 -2,121-61.3% -$37.49万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $23.83万0.07%1,500 00.0% — 不变
CRWV COREWEAVE INC $24.02万0.07%3,100 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $24.08万0.07%4,400 00.0% — 不变
ZTS ZOETIS INC $24.40万0.08%2,064 00.0% — 不变
EMR EMERSON ELEC CO $24.64万0.08%1,881 -89-4.5% -$1.17万 减仓
ADI ANALOG DEVICES INC $24.72万0.08%777 777— $24.72万 新建仓
TOL TOLL BROTHERS INC $25.15万0.08%1,843 00.0% — 不变
SYK STRYKER CORPORATION $25.70万0.08%782 -26-3.2% -$8,543 减仓
CAT CATERPILLAR INC $25.93万0.08%366 366— $25.93万 新建仓
JOBY JOBY AVIATION INC $26.60万0.08%32,200 5001.6% $4,130 加仓
ITW ILLINOIS TOOL WKS INC $26.61万0.08%1,022 00.0% — 不变
FAUG FIRST TR EXCHNG TRADED FD VI $26.93万0.08%5,200 00.0% — 不变
COIN COINBASE GLOBAL INC $27.76万0.09%1,590 1,590— $27.76万 新建仓
GS GOLDMAN SACHS GROUP INC $27.92万0.09%330 00.0% — 不变
TTC TORO CO $28.09万0.09%3,006 00.0% — 不变
GILD GILEAD SCIENCES INC $28.35万0.09%2,034 00.0% — 不变
ETON ETON PHARMACEUTICALS INC $28.38万0.09%11,500 00.0% — 不变
SITM SITIME CORP $28.80万0.09%834 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $29.97万0.09%6,300 1,40028.6% $6.66万 加仓
UNP UNION PAC CORP $31.01万0.10%1,278 00.0% — 不变
SSD SIMPSON MFG INC $31.08万0.10%1,811 -3,201-63.9% -$54.94万 减仓
WM WASTE MGMT INC DEL $31.16万0.10%1,356 -83-5.8% -$1.91万 减仓
LYV LIVE NATION ENTERTAINMENT IN $31.20万0.10%2,046 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC $32.54万0.10%799 00.0% — 不变
IWMI NEOS ETF TRUST $33.18万0.10%7,000 2,00040.0% $9.48万 加仓
ABNB AIRBNB INC $33.46万0.10%2,650 00.0% — 不变
NSC NORFOLK SOUTHN CORP $34.61万0.11%1,206 00.0% — 不变
FNX FIRST TR EXCHANGE-TRADED ALP $35.15万0.11%2,741 00.0% — 不变
JNJ JOHNSON & JOHNSON $35.22万0.11%1,441 -89-5.8% -$2.18万 减仓
GKOS GLAUKOS CORP $35.23万0.11%3,272 00.0% — 不变
AGX ARGAN INC $35.29万0.11%648 -100-13.4% -$5.45万 减仓
KAI KADANT INC $35.93万0.11%1,229 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $35.98万0.11%2,406 00.0% — 不变
MRK MERCK & CO INC $36.03万0.11%2,995 29510.9% $3.55万 加仓
FPE FIRST TR EXCH TRADED FD III $36.57万0.11%20,602 -1,406-6.4% -$2.50万 减仓
WSO WATSCO INC $37.74万0.12%1,038 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $40.26万0.12%6,423 -700-9.8% -$4.39万 减仓
LHX L3HARRIS TECHNOLOGIES INC $40.28万0.12%1,167 13913.5% $4.80万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $40.31万0.12%2,041 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $41.47万0.13%995 00.0% — 不变
OKLO OKLO INC $41.66万0.13%8,400 6508.4% $3.22万 加仓
SMH VANECK ETF TRUST $41.94万0.13%1,094 10010.1% $3.83万 加仓
NFLT ETFIS SER TR I $43.23万0.13%19,000 19,000— $43.23万 新建仓
AWK AMERICAN WTR WKS CO INC NEW $43.32万0.13%3,183 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $43.65万0.13%4,660 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $44.83万0.14%450 00.0% — 不变
CVX CHEVRON CORPORATION $48.14万0.15%2,327 -160-6.4% -$3.31万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $48.26万0.15%2,470 00.0% — 不变
ABBV ABBVIE INC $48.67万0.15%2,238 -138-5.8% -$3.00万 减仓
APD AIR PRODUCTS AND CHEMICALS I $50.23万0.16%1,729 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC $50.52万0.16%3,795 00.0% — 不变
CRM SALESFORCE INC $50.53万0.16%2,707 -1,666-38.1% -$31.10万 减仓
PHM PULTE GROUP INC $53.08万0.16%4,513 00.0% — 不变
FTNT FORTINET INC $54.79万0.17%6,705 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $55.18万0.17%4,700 00.0% — 不变
AMAT APPLIED MATLS INC $56.22万0.17%1,645 593.7% $2.02万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $57.23万0.18%5,166 300.6% $3,323 加仓
TXN TEXAS INSTRS INC $58.06万0.18%2,990 -301-9.1% -$5.84万 减仓
PG PROCTER & GAMBLE CO $58.22万0.18%4,031 -69-1.7% -$9,967 减仓
LEN LENNAR CORP $60.22万0.19%6,935 2,70063.8% $23.45万 加仓
DIA STATE STR SPDR DOW JONES IND $62.62万0.19%1,352 00.0% — 不变
MC MOELIS & CO $64.49万0.20%11,314 00.0% — 不变