13F 机构持仓

Quest 10 Wealth Builders, Inc.

Fuquay-Varina VA · SEC CIK 0002035215

2026Q22026Q1 更早 9 个季度 🔒
$1.14亿2026Q1 申报市值
761持仓数
32.9%前十大占比 · 第一大 6.0%
75 / 100新建仓 / 清仓
申报市值走势$1.29亿2026Q2
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

VOO 6.0%
IVV 4.4%
VUG 3.7%
VTV 3.5%
IWY 2.9%
IYW 2.9%
GLD 2.8%
CAPITOL SER TR 2.6%
IJR 2.4%
IWX 1.8%

2026Q1 买入最多 按季末市值估算

SCEP 新建仓+$197.72万
SCMC 新建仓+$151.94万
VGIT 加仓+$44.74万
AAPL 加仓+$39.20万
MSFT 加仓+$35.87万

2026Q1 卖出最多 按季末市值估算

VGSH 减仓-$80.93万
ELEVATION SERIES 减仓-$45.57万
ICLO 减仓-$40.61万
VYM 减仓-$36.23万
DIV 减仓-$31.66万

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
IWM ISHARES TR $3.17万0.03%128 -15-10.5% -$3,720 减仓
MAIN MAIN STR CAP CORP $3.18万0.03%600 20050.0% $1.06万 加仓
FBNC FIRST BANCORP N C $3.19万0.03%567 -23-3.9% -$1,296 减仓
SBUX STARBUCKS CORP $3.24万0.03%362 -5-1.4% -$448 减仓
QQQM INVESCO EXCH TRADED FD TR II $3.31万0.03%139 3533.7% $8,323 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $3.31万0.03%1,594 19013.5% $3,943 加仓
VEU VANGUARD INTL EQUITY INDEX F $3.43万0.03%457 -2-0.4% -$150 减仓
FDMO FIDELITY COVINGTON TRUST $3.44万0.03%429 00.0% — 不变
NEE NEXTERA ENERGY INC $3.49万0.03%376 -3-0.8% -$278 减仓
QCOM QUALCOMM INC $3.50万0.03%272 -45-14.2% -$5,797 减仓
IRM IRON MTN INC DEL $3.51万0.03%344 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $3.56万0.03%143 00.0% — 不变
CMS CMS ENERGY CORP $3.59万0.03%463 -4-0.9% -$310 减仓
SPMO INVESCO EXCH TRADED FD TR II $3.60万0.03%321 175119.9% $1.96万 加仓
IJH ISHARES TR $3.60万0.03%533 -103-16.2% -$6,955 减仓
UNH UNITEDHEALTH GROUP INC $3.61万0.03%133 86.4% $2,172 加仓
WELL WELLTOWER INC $3.65万0.03%184 00.0% — 不变
CDW CDW CORP $3.65万0.03%302 00.0% — 不变
OGE OGE ENERGY CORP $3.73万0.03%777 -6-0.8% -$288 减仓
SCHD SCHWAB STRATEGIC TR $3.75万0.03%1,222 1,222— $3.75万 新建仓
TFC TRUIST FINL CORP $3.79万0.03%824 -19-2.3% -$873 减仓
VDE VANGUARD WORLD FD $3.80万0.03%219 10.5% $173 加仓
BG BUNGE GLOBAL SA $3.80万0.03%299 -4-1.3% -$509 减仓
RF REGIONS FINANCIAL CORP NEW $3.81万0.03%1,459 -27-1.8% -$705 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $3.82万0.03%62 -2-3.1% -$1,234 减仓
VMBS VANGUARD SCOTTSDALE FDS $3.87万0.03%824 00.0% — 不变
FE FIRSTENERGY CORP $3.88万0.03%765 -1-0.1% -$51 减仓
AIQ GLOBAL X FDS $3.88万0.03%831 00.0% — 不变
ROE EA SERIES TRUST $3.92万0.03%1,106 -26-2.3% -$921 减仓
F FORD MTR CO $3.94万0.03%3,416 -25-0.7% -$289 减仓
RGA REINSURANCE GROUP AMER INC $3.98万0.03%195 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $3.99万0.03%47 1967.9% $1.61万 加仓
VIG VANGUARD SPECIALIZED FUNDS $4.00万0.04%186 00.0% — 不变
FITB FIFTH THIRD BANCORP $4.01万0.04%864 13017.7% $6,040 加仓
BLCR BLACKROCK ETF TRUST $4.03万0.04%982 982— $4.03万 新建仓
GEV GE VERNOVA INC $4.10万0.04%47 -1-2.1% -$873 减仓
MS MORGAN STANLEY $4.10万0.04%249 8350.0% $1.37万 加仓
FLRN SPDR SERIES TRUST $4.15万0.04%1,349 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $4.18万0.04%2,671 602.3% $939 加仓
SHLD GLOBAL X FDS $4.21万0.04%594 17441.4% $1.23万 加仓
ANGL VANECK ETF TRUST $4.22万0.04%1,468 -5,742-79.6% -$16.50万 减仓
KEY KEYCORP $4.26万0.04%2,127 -27-1.3% -$541 减仓
EBF ENNIS INC $4.28万0.04%2,000 00.0% — 不变
AMT AMERICAN TOWER CORP $4.30万0.04%249 31.2% $518 加仓
— HONEYWELL INTL INC $4.33万0.04%192 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $4.34万0.04%201 00.0% — 不变
— INNOVATOR ETFS TRUST $4.44万0.04%2,250 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $4.49万0.04%657 00.0% — 不变
PRU PRUDENTIAL FINL INC $4.49万0.04%460 184.1% $1,758 加仓
SPTL SPDR SERIES TRUST $4.50万0.04%1,711 00.0% — 不变
MAR MARRIOTT INTL INC NEW $4.51万0.04%138 -1-0.7% -$327 减仓
HD HOME DEPOT INC $4.51万0.04%137 3939.8% $1.29万 加仓
OMC OMNICOM GROUP INC $4.54万0.04%603 142.4% $1,054 加仓
PG PROCTER & GAMBLE CO $4.58万0.04%317 7430.5% $1.07万 加仓
AVIG AMERICAN CENTY ETF TR $4.67万0.04%1,124 586108.9% $2.43万 加仓
ADM ARCHER DANIELS MIDLAND CO $4.72万0.04%649 -8-1.2% -$582 减仓
USB US BANCORP $4.72万0.04%908 323.7% $1,664 加仓
BSX BOSTON SCIENTIFIC CORP $4.79万0.04%763 24146.2% $1.51万 加仓
PYLD PIMCO ETF TR $4.95万0.04%1,890 -16-0.8% -$419 减仓
CLOI VANECK ETF TRUST $4.96万0.04%941 -3,803-80.2% -$20.04万 减仓
RCL ROYAL CARIBBEAN GROUP $5.00万0.04%182 100122.0% $2.75万 加仓
TMSL T ROWE PRICE ETF INC $5.06万0.04%1,380 940213.6% $3.45万 加仓
PH PARKER-HANNIFIN CORP $5.10万0.04%57 00.0% — 不变
MPC MARATHON PETE CORP $5.20万0.05%213 00.0% — 不变
TROW PRICE T ROWE GROUP INC $5.22万0.05%579 9920.6% $8,924 加仓
NBOS NEUBERGER BERMAN ETF TRUST $5.24万0.05%1,959 -7,944-80.2% -$21.25万 减仓
CFG CITIZENS FINL GROUP INC $5.27万0.05%878 -15-1.7% -$900 减仓
EXC EXELON CORP $5.27万0.05%1,075 -6-0.6% -$294 减仓
JAAA JANUS DETROIT STR TR $5.35万0.05%1,063 -594-35.8% -$2.99万 减仓
OKE ONEOK INC NEW $5.41万0.05%599 -10-1.6% -$904 减仓
THRO BLACKROCK ETF TRUST $5.42万0.05%1,496 90.6% $326 加仓
MBB ISHARES TR $5.45万0.05%574 61.1% $570 加仓
PFE PFIZER INC $5.48万0.05%1,951 -42-2.1% -$1,180 减仓
D DOMINION ENERGY INC $5.48万0.05%887 -21-2.3% -$1,298 减仓
XLSR SSGA ACTIVE TR $5.50万0.05%953 30.3% $173 加仓
AEP AMERICAN ELEC PWR CO INC $5.61万0.05%428 5916.0% $7,734 加仓
EIX EDISON INTL $5.69万0.05%777 -6-0.8% -$439 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $5.72万0.05%146 -50-25.5% -$1.96万 减仓
XLU SELECT SECTOR SPDR TR $5.74万0.05%1,250 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $5.75万0.05%170 137415.2% $4.63万 加仓
BAI BLACKROCK ETF TRUST $5.88万0.05%1,786 191.1% $626 加仓
LDUR PIMCO ETF TR $5.89万0.05%615 223.7% $2,108 加仓
MCD MCDONALDS CORP $5.91万0.05%190 2213.1% $6,842 加仓
SCHF SCHWAB STRATEGIC TR $5.95万0.05%2,403 -1,409-37.0% -$3.49万 减仓
KMB KIMBERLY-CLARK CORP $5.98万0.05%620 -32-4.9% -$3,087 减仓
XLK SELECT SECTOR SPDR TR $6.00万0.05%451 -62-12.1% -$8,242 减仓
MA MASTERCARD INCORPORATED $6.29万0.06%126 4657.5% $2.30万 加仓
VFLO VICTORY PORTFOLIOS II $6.32万0.06%1,600 24317.9% $9,594 加仓
PPL PPL CORP $6.49万0.06%1,699 -7-0.4% -$267 减仓
WFC WELLS FARGO & CO $6.57万0.06%825 435.5% $3,423 加仓
GE GE AEROSPACE $6.66万0.06%235 3919.9% $1.11万 加仓
BAC BANK AMERICA CORP $6.81万0.06%1,396 31929.6% $1.56万 加仓
IUSG ISHARES TR $6.82万0.06%440 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $6.85万0.06%577 6913.6% $8,191 加仓
VBR VANGUARD INDEX FDS $6.91万0.06%318 00.0% — 不变
SPTM SPDR SERIES TRUST $7.06万0.06%893 -10-1.1% -$791 减仓
IBM INTERNATIONAL BUSINESS MACHS $7.07万0.06%292 62.1% $1,453 加仓
CSCO CISCO SYS INC $7.15万0.06%921 43991.1% $3.41万 加仓
IYK ISHARES TR $7.16万0.06%1,023 00.0% — 不变
FTCB FIRST TR EXCHANGE-TRADED FD $7.33万0.06%3,497 -243-6.5% -$5,093 减仓