Quotient Wealth Partners, LLC
DALLAS TX · SEC CIK 0002004904
$42.35亿2026Q2 申报市值
409持仓数
66.3%前十大占比 · 第一大 14.2%
44 / 20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
XOM 新建仓+$6,495.16万
FBND 加仓+$1,039.78万
BINC 加仓+$1,023.33万
IEFA 加仓+$728.07万
IVV 加仓+$643.60万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$8,472.06万
TLT 减仓-$436.82万
GS 减仓-$420.60万
BAI 减仓-$316.49万
SPYG 减仓-$175.07万
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 |
|---|---|---|---|---|---|---|---|---|
| LAC | LITHIUM AMERS CORP NEW | $8.28万 | 0.00% | 21,500 | 4,500 | 26.5% | $1.73万 | 加仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $8.11万 | 0.00% | 10,338 | 10,338 | — | $8.11万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8.04万 | 0.00% | 10,315 | 10,315 | — | $8.04万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $7.87万 | 0.00% | 12,587 | 12,587 | — | $7.87万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.88万 | 0.00% | 11,793 | 11,793 | — | $6.88万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $6.65万 | 0.00% | 13,791 | 322 | 2.4% | $1,552 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.03万 | 0.00% | 10,889 | 10,889 | — | $6.03万 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $4.97万 | 0.00% | 17,568 | 17,568 | — | $4.97万 | 新建仓 |
| — | PRAIRIE OPER CO | $9,885 | 0.00% | 13,700 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -499,355 | -100.0% | -$8,472.06万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,844 | -100.0% | -$31.53万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,929 | -100.0% | -$30.93万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,889 | -100.0% | -$29.37万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,410 | -100.0% | -$26.73万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,294 | -100.0% | -$25.00万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,018 | -100.0% | -$24.36万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,802 | -100.0% | -$22.61万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,127 | -100.0% | -$22.28万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -3,787 | -100.0% | -$21.50万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -757 | -100.0% | -$20.62万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -578 | -100.0% | -$20.44万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -15,383 | -100.0% | -$16.66万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -11,693 | -100.0% | -$15.80万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -13,464 | -100.0% | -$11.75万 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -12,123 | -100.0% | -$8.30万 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | -16,896 | -100.0% | -$7.86万 | 清仓 |
| RWT | REDWOOD TRUST INC | $0 | 0.00% | 0 | -13,558 | -100.0% | -$7.61万 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $0 | 0.00% | 0 | -11,723 | -100.0% | -$7.17万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -34,999 | -100.0% | -$8,641 | 清仓 |