Quotient Wealth Partners, LLC
DALLAS TX · SEC CIK 0002004904
$38.00亿2026Q1 申报市值
377持仓数
66.5%前十大占比 · 第一大 13.6%
40 / 15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
BINC 加仓+$9,767.82万
DGRO 新建仓+$8,580.56万
FBND 加仓+$7,340.51万
IJH 加仓+$6,051.11万
PWRD 加仓+$2,653.80万
2026Q1 卖出最多 按季末市值估算
ABFL 减仓-$1.25亿
IGSB 减仓-$6,146.75万
USMV 减仓-$6,096.55万
STIP 减仓-$4,445.41万
AGG 减仓-$4,380.84万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $134.44万 | 0.04% | 46,375 | -1,121 | -2.4% | -$3.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.62万 | 0.03% | 5,430 | -273 | -4.8% | -$6.62万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $131.61万 | 0.03% | 20,539 | 42 | 0.2% | $2,691 | 加仓 |
| GEV | GE VERNOVA INC | $130.75万 | 0.03% | 1,498 | -38 | -2.5% | -$3.32万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $129.76万 | 0.03% | 6,073 | 206 | 3.5% | $4.40万 | 加仓 |
| TJX | TJX COS INC NEW | $129.48万 | 0.03% | 8,108 | 281 | 3.6% | $4.49万 | 加仓 |
| CSCO | CISCO SYS INC | $127.68万 | 0.03% | 16,455 | 1,924 | 13.2% | $14.93万 | 加仓 |
| KO | COCA COLA CO | $126.16万 | 0.03% | 16,589 | 683 | 4.3% | $5.19万 | 加仓 |
| MPC | MARATHON PETE CORP | $123.53万 | 0.03% | 5,059 | -300 | -5.6% | -$7.33万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $119.78万 | 0.03% | 3,546 | 250 | 7.6% | $8.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $119.63万 | 0.03% | 3,500 | 291 | 9.1% | $9.95万 | 加仓 |
| MRK | MERCK & CO INC | $117.68万 | 0.03% | 9,783 | 798 | 8.9% | $9.60万 | 加仓 |
| ORCL | ORACLE CORP | $116.18万 | 0.03% | 7,897 | -694 | -8.1% | -$10.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $110.31万 | 0.03% | 1,911 | 93 | 5.1% | $5.37万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $109.90万 | 0.03% | 13,805 | -1,063 | -7.1% | -$8.46万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $108.07万 | 0.03% | 3,576 | -6 | -0.2% | -$1,813 | 减仓 |
| PEP | PEPSICO INC | $107.32万 | 0.03% | 6,911 | 1,011 | 17.1% | $15.70万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $102.63万 | 0.03% | 11,050 | 310 | 2.9% | $2.88万 | 加仓 |
| LIN | LINDE PLC | $100.47万 | 0.03% | 2,027 | 224 | 12.4% | $11.10万 | 加仓 |
| MCD | MCDONALDS CORP | $97.61万 | 0.03% | 3,141 | 217 | 7.4% | $6.74万 | 加仓 |
| C | CITIGROUP INC | $97.60万 | 0.03% | 8,606 | 500 | 6.2% | $5.67万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $96.88万 | 0.03% | 2,823 | -554 | -16.4% | -$19.01万 | 减仓 |
| KLAC | KLA CORP | $93.01万 | 0.02% | 632 | -37 | -5.5% | -$5.44万 | 减仓 |
| PWR | QUANTA SVCS INC | $92.67万 | 0.02% | 1,688 | 422 | 33.3% | $23.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $92.63万 | 0.02% | 3,062 | -21 | -0.7% | -$6,353 | 减仓 |
| HYMB | SPDR SER TR | $91.45万 | 0.02% | 36,874 | 5,079 | 16.0% | $12.60万 | 加仓 |
| DIS | DISNEY WALT CO | $89.65万 | 0.02% | 9,301 | 123 | 1.3% | $1.19万 | 加仓 |
| MS | MORGAN STANLEY | $88.01万 | 0.02% | 5,348 | 139 | 2.7% | $2.29万 | 加仓 |
| APH | AMPHENOL CORP NEW | $87.44万 | 0.02% | 6,921 | -376 | -5.2% | -$4.75万 | 减仓 |
| CRM | SALESFORCE INC | $86.95万 | 0.02% | 4,658 | 529 | 12.8% | $9.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $84.82万 | 0.02% | 5,130 | -13 | -0.3% | -$2,149 | 减仓 |
| SRE | SEMPRA | $84.38万 | 0.02% | 8,684 | -20 | -0.2% | -$1,943 | 减仓 |
| ADI | ANALOG DEVICES INC | $83.19万 | 0.02% | 2,615 | 282 | 12.1% | $8.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $83.07万 | 0.02% | 11,280 | -65 | -0.6% | -$4,787 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $82.91万 | 0.02% | 14,725 | 698 | 5.0% | $3.93万 | 加仓 |
| AMGN | AMGEN INC | $80.91万 | 0.02% | 2,300 | 177 | 8.3% | $6.23万 | 加仓 |
| DIVB | ISHARES TR | $80.59万 | 0.02% | 14,938 | 14,938 | — | $80.59万 | 新建仓 |
| EFV | ISHARES TR | $79.62万 | 0.02% | 10,709 | 1,664 | 18.4% | $12.37万 | 加仓 |
| ABT | ABBOTT LABS | $79.12万 | 0.02% | 7,706 | -773 | -9.1% | -$7.94万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $78.95万 | 0.02% | 2,336 | 550 | 30.8% | $18.59万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $78.24万 | 0.02% | 2,891 | -168 | -5.5% | -$4.55万 | 减仓 |
| SBUX | STARBUCKS CORP | $77.59万 | 0.02% | 8,661 | -116 | -1.3% | -$1.04万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $76.71万 | 0.02% | 4,205 | 38 | 0.9% | $6,932 | 加仓 |
| UNP | UNION PAC CORP | $76.52万 | 0.02% | 3,154 | 144 | 4.8% | $3.49万 | 加仓 |
| FICO | FAIR ISAAC CORP | $75.48万 | 0.02% | 707 | -10 | -1.4% | -$1.07万 | 减仓 |
| IGM | ISHARES TR | $74.83万 | 0.02% | 6,314 | -2,560 | -28.8% | -$30.34万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $74.17万 | 0.02% | 1,609 | -70 | -4.2% | -$3.23万 | 减仓 |
| CSGP | COSTAR GROUP INC | $73.11万 | 0.02% | 18,124 | -123 | -0.7% | -$4,962 | 减仓 |
| ETN | EATON CORP PLC | $72.13万 | 0.02% | 2,017 | 406 | 25.2% | $14.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $72.12万 | 0.02% | 10,027 | -80 | -0.8% | -$5,754 | 减仓 |
| DE | DEERE & CO | $71.97万 | 0.02% | 1,278 | 7 | 0.6% | $3,942 | 加仓 |
| SYK | STRYKER CORPORATION | $71.81万 | 0.02% | 2,185 | -236 | -9.7% | -$7.76万 | 减仓 |
| LOW | LOWES COS INC | $70.94万 | 0.02% | 3,002 | 65 | 2.2% | $1.54万 | 加仓 |
| INTC | INTEL CORP | $70.03万 | 0.02% | 15,869 | 1,239 | 8.5% | $5.47万 | 加仓 |
| WMB | WILLIAMS COS INC | $69.54万 | 0.02% | 9,555 | 846 | 9.7% | $6.16万 | 加仓 |
| — | HONEYWELL INTL INC | $69.51万 | 0.02% | 3,075 | 548 | 21.7% | $12.39万 | 加仓 |
| IYG | ISHARES TR | $69.06万 | 0.02% | 8,336 | 5,850 | 235.3% | $48.46万 | 加仓 |
| NTSX | WISDOMTREE TR | $68.95万 | 0.02% | 13,222 | 13,222 | — | $68.95万 | 新建仓 |
| GLD | SPDR GOLD TR | $68.24万 | 0.02% | 1,586 | 47 | 3.1% | $2.02万 | 加仓 |
| BLK | BLACKROCK INC | $67.51万 | 0.02% | 702 | -18 | -2.5% | -$1.73万 | 减仓 |
| — | NEOS ETF TRUST | $65.91万 | 0.02% | 11,639 | 11,639 | — | $65.91万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $65.33万 | 0.02% | 1,998 | 132 | 7.1% | $4.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $64.37万 | 0.02% | 719 | 41 | 6.0% | $3.67万 | 加仓 |
| PFE | PFIZER INC | $63.19万 | 0.02% | 22,503 | 1,251 | 5.9% | $3.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.85万 | 0.02% | 10,199 | 2,391 | 30.6% | $14.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $61.79万 | 0.02% | 1,257 | -14 | -1.1% | -$6,882 | 减仓 |
| INTU | INTUIT | $61.45万 | 0.02% | 1,421 | -456 | -24.3% | -$19.72万 | 减仓 |
| NEM | NEWMONT CORP | $61.26万 | 0.02% | 5,659 | 213 | 3.9% | $2.31万 | 加仓 |
| TMUS | T-MOBILE US INC | $61.16万 | 0.02% | 2,912 | 257 | 9.7% | $5.40万 | 加仓 |
| IWR | ISHARES TR | $60.94万 | 0.02% | 6,268 | 6,268 | — | $60.94万 | 新建仓 |
| S | SENTINELONE INC | $60.25万 | 0.02% | 46,775 | 1,413 | 3.1% | $1.82万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $59.62万 | 0.02% | 4,026 | -439 | -9.8% | -$6.50万 | 减仓 |
| ASML | ASML HOLDING N V | $59.17万 | 0.02% | 448 | 4 | 0.9% | $5,283 | 加仓 |
| GOVT | ISHARES TR | $59.16万 | 0.02% | 25,821 | 8,020 | 45.1% | $18.37万 | 加仓 |
| MDT | MEDTRONIC PLC | $59.14万 | 0.02% | 6,825 | -749 | -9.9% | -$6.49万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $58.64万 | 0.02% | 6,240 | 450 | 7.8% | $4.23万 | 加仓 |
| MMM | 3M CO | $58.44万 | 0.02% | 4,024 | 11 | 0.3% | $1,597 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $58.23万 | 0.02% | 1,397 | -3 | -0.2% | -$1,251 | 减仓 |
| BA | BOEING CO | $56.96万 | 0.01% | 2,862 | 57 | 2.0% | $1.13万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $56.42万 | 0.01% | 6,112 | 96 | 1.6% | $8,862 | 加仓 |
| CMCSA | COMCAST CORP NEW | $55.46万 | 0.01% | 19,316 | 3,233 | 20.1% | $9.28万 | 加仓 |
| ACWI | ISHARES TR | $54.99万 | 0.01% | 3,974 | -66 | -1.6% | -$9,132 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.34万 | 0.01% | 2,611 | 21 | 0.8% | $4,370 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $54.28万 | 0.01% | 2,737 | -251 | -8.4% | -$4.98万 | 减仓 |
| WELL | WELLTOWER INC | $52.96万 | 0.01% | 2,679 | 19 | 0.7% | $3,756 | 加仓 |
| ANET | ARISTA NETWORKS INC | $52.56万 | 0.01% | 4,281 | 226 | 5.6% | $2.77万 | 加仓 |
| MGK | VANGUARD WORLD FD | $52.40万 | 0.01% | 1,426 | 1 | 0.1% | $367 | 加仓 |
| FDX | FEDEX CORP | $52.36万 | 0.01% | 1,470 | 64 | 4.6% | $2.28万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $52.20万 | 0.01% | 10,364 | 4,446 | 75.1% | $22.39万 | 加仓 |
| SPGI | S&P GLOBAL INC | $51.19万 | 0.01% | 1,204 | -217 | -15.3% | -$9.23万 | 减仓 |
| IJS | ISHARES TR | $51.14万 | 0.01% | 4,317 | -241 | -5.3% | -$2.85万 | 减仓 |
| CVS | CVS HEALTH CORP | $51.04万 | 0.01% | 7,107 | -290 | -3.9% | -$2.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $50.71万 | 0.01% | 3,873 | -193 | -4.7% | -$2.53万 | 减仓 |
| CME | CME GROUP INC | $49.87万 | 0.01% | 1,688 | -59 | -3.4% | -$1.74万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $49.68万 | 0.01% | 6,445 | 887 | 16.0% | $6.84万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $49.51万 | 0.01% | 2,437 | -517 | -17.5% | -$10.50万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $49.35万 | 0.01% | 1,043 | 7 | 0.7% | $3,312 | 加仓 |
| QUAL | ISHARES TR | $49.19万 | 0.01% | 2,565 | 1 | 0.0% | $192 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $49.00万 | 0.01% | 2,126 | 92 | 4.5% | $2.12万 | 加仓 |
| IXUS | ISHARES TR | $48.76万 | 0.01% | 5,627 | 2,695 | 91.9% | $23.35万 | 加仓 |