Quest 10 Wealth Builders, Inc.
Fuquay-Varina VA · SEC CIK 0002035215
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $19.05万 | 0.17% | 2,887 | -9 | -0.3% | -$594 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $18.08万 | 0.16% | 4,509 | -185 | -3.9% | -$7,419 | 减仓 |
| META | META PLATFORMS INC | $17.55万 | 0.15% | 307 | 113 | 58.2% | $6.46万 | 加仓 |
| SHV | ISHARES TR | $17.29万 | 0.15% | 1,566 | 1,445 | 1,194.2% | $15.96万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $16.97万 | 0.15% | 2,916 | -239 | -7.6% | -$1.39万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $16.94万 | 0.15% | 3,673 | -636 | -14.8% | -$2.93万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $16.89万 | 0.15% | 3,365 | -68 | -2.0% | -$3,414 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $16.89万 | 0.15% | 1,385 | -12 | -0.9% | -$1,463 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $16.73万 | 0.15% | 7,930 | -54 | -0.7% | -$1,139 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $16.23万 | 0.14% | 4,110 | -2,125 | -34.1% | -$8.39万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $16.20万 | 0.14% | 2,744 | -166 | -5.7% | -$9,799 | 减仓 |
| IYE | ISHARES TR | $16.08万 | 0.14% | 2,482 | -185 | -6.9% | -$1.20万 | 减仓 |
| MUB | ISHARES TR | $15.73万 | 0.14% | 1,482 | -78 | -5.0% | -$8,280 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $15.62万 | 0.14% | 4,675 | -138 | -2.9% | -$4,611 | 减仓 |
| IYF | ISHARES TR | $15.33万 | 0.13% | 1,303 | -4 | -0.3% | -$471 | 减仓 |
| IVE | ISHARES TR | $15.31万 | 0.13% | 725 | -77 | -9.6% | -$1.63万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $14.40万 | 0.13% | 3,711 | -124 | -3.2% | -$4,813 | 减仓 |
| — | ELEVATION SERIES TRUST | $14.33万 | 0.13% | 6,530 | 6,530 | — | $14.33万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $14.20万 | 0.12% | 3,041 | -315 | -9.4% | -$1.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $13.58万 | 0.12% | 1,540 | -29 | -1.8% | -$2,557 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $13.56万 | 0.12% | 4,216 | 4,216 | — | $13.56万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $13.41万 | 0.12% | 628 | 61 | 10.8% | $1.30万 | 加仓 |
| IUSB | ISHARES TR | $13.37万 | 0.12% | 2,895 | 78 | 2.8% | $3,603 | 加仓 |
| TSLA | TESLA INC | $13.24万 | 0.12% | 356 | 40 | 12.7% | $1.49万 | 加仓 |
| — | ELEVATION SERIES TRUST | $13.19万 | 0.12% | 3,396 | 28 | 0.8% | $1,087 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $12.45万 | 0.11% | 206 | -2 | -1.0% | -$1,209 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $11.93万 | 0.10% | 2,160 | 160 | 8.0% | $8,838 | 加仓 |
| QUAL | ISHARES TR | $11.87万 | 0.10% | 619 | -132 | -17.6% | -$2.53万 | 减仓 |
| V | VISA INC | $11.74万 | 0.10% | 388 | 59 | 17.9% | $1.78万 | 加仓 |
| VO | VANGUARD INDEX FDS | $11.11万 | 0.10% | 387 | -4 | -1.0% | -$1,149 | 减仓 |
| SO | SOUTHERN CO | $10.78万 | 0.09% | 1,117 | -100 | -8.2% | -$9,654 | 减仓 |
| T | AT&T INC | $10.61万 | 0.09% | 3,659 | 27 | 0.7% | $783 | 加仓 |
| CAT | CATERPILLAR INC | $10.56万 | 0.09% | 149 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $10.42万 | 0.09% | 405 | -3 | -0.7% | -$772 | 减仓 |
| LLY | ELI LILLY & CO | $10.19万 | 0.09% | 111 | 29 | 35.4% | $2.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $10.15万 | 0.09% | 614 | 128 | 26.3% | $2.12万 | 加仓 |
| DHI | D R HORTON INC | $10.13万 | 0.09% | 738 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.09万 | 0.09% | 211 | 56 | 36.1% | $2.68万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $9.97万 | 0.09% | 721 | -3 | -0.4% | -$415 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $9.95万 | 0.09% | 478 | -1 | -0.2% | -$208 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $9.93万 | 0.09% | 3,891 | -15,920 | -80.4% | -$40.61万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $9.93万 | 0.09% | 3,730 | 3,666 | 5,728.1% | $9.76万 | 加仓 |
| MCK | MCKESSON CORP | $9.69万 | 0.08% | 112 | 3 | 2.8% | $2,596 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $9.55万 | 0.08% | 1,559 | -1 | -0.1% | -$61 | 减仓 |
| SCNM | STERLING CAP FDS | $9.44万 | 0.08% | 3,797 | 3,797 | — | $9.44万 | 新建仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $9.30万 | 0.08% | 3,322 | 3,322 | — | $9.30万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $9.09万 | 0.08% | 269 | 218 | 427.5% | $7.36万 | 加仓 |
| IYY | ISHARES TR | $9.08万 | 0.08% | 573 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $8.92万 | 0.08% | 788 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $8.91万 | 0.08% | 2,019 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8.77万 | 0.08% | 1,307 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8.71万 | 0.08% | 768 | 139 | 22.1% | $1.58万 | 加仓 |
| ORCL | ORACLE CORP | $8.43万 | 0.07% | 573 | 391 | 214.8% | $5.75万 | 加仓 |
| GOVT | ISHARES TR | $8.33万 | 0.07% | 3,637 | 2,868 | 373.0% | $6.57万 | 加仓 |
| VLO | VALERO ENERGY CORP | $8.33万 | 0.07% | 337 | 50 | 17.4% | $1.24万 | 加仓 |
| GOOG | ALPHABET INC | $8.23万 | 0.07% | 287 | 146 | 103.5% | $4.19万 | 加仓 |
| DIV | GLOBAL X FDS | $8.15万 | 0.07% | 4,312 | -16,749 | -79.5% | -$31.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $8.11万 | 0.07% | 268 | -2 | -0.7% | -$605 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $8.09万 | 0.07% | 2,873 | 82 | 2.9% | $2,309 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $8.04万 | 0.07% | 1,331 | -2 | -0.2% | -$121 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $8.02万 | 0.07% | 2,906 | 85 | 3.0% | $2,346 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $8.01万 | 0.07% | 1,667 | 87 | 5.5% | $4,180 | 加仓 |
| MTUM | ISHARES TR | $7.97万 | 0.07% | 332 | -17 | -4.9% | -$4,081 | 减仓 |
| KO | COCA COLA CO | $7.75万 | 0.07% | 1,019 | -6 | -0.6% | -$456 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $7.73万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $7.38万 | 0.06% | 257 | -27 | -9.5% | -$7,749 | 减仓 |
| MRK | MERCK & CO INC | $7.37万 | 0.06% | 613 | -67 | -9.9% | -$8,053 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $7.33万 | 0.06% | 3,497 | -243 | -6.5% | -$5,093 | 减仓 |
| IYK | ISHARES TR | $7.16万 | 0.06% | 1,023 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $7.15万 | 0.06% | 921 | 439 | 91.1% | $3.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.07万 | 0.06% | 292 | 6 | 2.1% | $1,453 | 加仓 |
| SPTM | SPDR SERIES TRUST | $7.06万 | 0.06% | 893 | -10 | -1.1% | -$791 | 减仓 |
| VBR | VANGUARD INDEX FDS | $6.91万 | 0.06% | 318 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $6.85万 | 0.06% | 577 | 69 | 13.6% | $8,191 | 加仓 |
| IUSG | ISHARES TR | $6.82万 | 0.06% | 440 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $6.81万 | 0.06% | 1,396 | 319 | 29.6% | $1.56万 | 加仓 |
| GE | GE AEROSPACE | $6.66万 | 0.06% | 235 | 39 | 19.9% | $1.11万 | 加仓 |
| WFC | WELLS FARGO & CO | $6.57万 | 0.06% | 825 | 43 | 5.5% | $3,423 | 加仓 |
| PPL | PPL CORP | $6.49万 | 0.06% | 1,699 | -7 | -0.4% | -$267 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $6.32万 | 0.06% | 1,600 | 243 | 17.9% | $9,594 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6.29万 | 0.06% | 126 | 46 | 57.5% | $2.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6.00万 | 0.05% | 451 | -62 | -12.1% | -$8,242 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $5.98万 | 0.05% | 620 | -32 | -4.9% | -$3,087 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $5.95万 | 0.05% | 2,403 | -1,409 | -37.0% | -$3.49万 | 减仓 |
| MCD | MCDONALDS CORP | $5.91万 | 0.05% | 190 | 22 | 13.1% | $6,842 | 加仓 |
| LDUR | PIMCO ETF TR | $5.89万 | 0.05% | 615 | 22 | 3.7% | $2,108 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $5.88万 | 0.05% | 1,786 | 19 | 1.1% | $626 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.75万 | 0.05% | 170 | 137 | 415.2% | $4.63万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $5.74万 | 0.05% | 1,250 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.72万 | 0.05% | 146 | -50 | -25.5% | -$1.96万 | 减仓 |
| EIX | EDISON INTL | $5.69万 | 0.05% | 777 | -6 | -0.8% | -$439 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.61万 | 0.05% | 428 | 59 | 16.0% | $7,734 | 加仓 |
| XLSR | SSGA ACTIVE TR | $5.50万 | 0.05% | 953 | 3 | 0.3% | $173 | 加仓 |
| D | DOMINION ENERGY INC | $5.48万 | 0.05% | 887 | -21 | -2.3% | -$1,298 | 减仓 |
| PFE | PFIZER INC | $5.48万 | 0.05% | 1,951 | -42 | -2.1% | -$1,180 | 减仓 |
| MBB | ISHARES TR | $5.45万 | 0.05% | 574 | 6 | 1.1% | $570 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $5.42万 | 0.05% | 1,496 | 9 | 0.6% | $326 | 加仓 |
| OKE | ONEOK INC NEW | $5.41万 | 0.05% | 599 | -10 | -1.6% | -$904 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $5.35万 | 0.05% | 1,063 | -594 | -35.8% | -$2.99万 | 减仓 |
| EXC | EXELON CORP | $5.27万 | 0.05% | 1,075 | -6 | -0.6% | -$294 | 减仓 |