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
CFG CITIZENS FINL GROUP INC $5.27万0.05%878 -15-1.7% -$900 减仓
NBOS NEUBERGER BERMAN ETF TRUST $5.24万0.05%1,959 -7,944-80.2% -$21.25万 减仓
TROW PRICE T ROWE GROUP INC $5.22万0.05%579 9920.6% $8,924 加仓
MPC MARATHON PETE CORP $5.20万0.05%213 00.0% — 不变
PH PARKER-HANNIFIN CORP $5.10万0.04%57 00.0% — 不变
TMSL T ROWE PRICE ETF INC $5.06万0.04%1,380 940213.6% $3.45万 加仓
RCL ROYAL CARIBBEAN GROUP $5.00万0.04%182 100122.0% $2.75万 加仓
CLOI VANECK ETF TRUST $4.96万0.04%941 -3,803-80.2% -$20.04万 减仓
PYLD PIMCO ETF TR $4.95万0.04%1,890 -16-0.8% -$419 减仓
BSX BOSTON SCIENTIFIC CORP $4.79万0.04%763 24146.2% $1.51万 加仓
USB US BANCORP $4.72万0.04%908 323.7% $1,664 加仓
ADM ARCHER DANIELS MIDLAND CO $4.72万0.04%649 -8-1.2% -$582 减仓
AVIG AMERICAN CENTY ETF TR $4.67万0.04%1,124 586108.9% $2.43万 加仓
PG PROCTER & GAMBLE CO $4.58万0.04%317 7430.5% $1.07万 加仓
OMC OMNICOM GROUP INC $4.54万0.04%603 142.4% $1,054 加仓
HD HOME DEPOT INC $4.51万0.04%137 3939.8% $1.29万 加仓
MAR MARRIOTT INTL INC NEW $4.51万0.04%138 -1-0.7% -$327 减仓
SPTL SPDR SERIES TRUST $4.50万0.04%1,711 00.0% — 不变
PRU PRUDENTIAL FINL INC $4.49万0.04%460 184.1% $1,758 加仓
RDVY FIRST TR EXCHANGE TRADED FD $4.49万0.04%657 00.0% — 不变
— INNOVATOR ETFS TRUST $4.44万0.04%2,250 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $4.34万0.04%201 00.0% — 不变
— HONEYWELL INTL INC $4.33万0.04%192 00.0% — 不变
AMT AMERICAN TOWER CORP $4.30万0.04%249 31.2% $518 加仓
EBF ENNIS INC $4.28万0.04%2,000 00.0% — 不变
KEY KEYCORP $4.26万0.04%2,127 -27-1.3% -$541 减仓
ANGL VANECK ETF TRUST $4.22万0.04%1,468 -5,742-79.6% -$16.50万 减仓
SHLD GLOBAL X FDS $4.21万0.04%594 17441.4% $1.23万 加仓
HBAN HUNTINGTON BANCSHARES INC $4.18万0.04%2,671 602.3% $939 加仓
FLRN SPDR SERIES TRUST $4.15万0.04%1,349 00.0% — 不变
MS MORGAN STANLEY $4.10万0.04%249 8350.0% $1.37万 加仓
GEV GE VERNOVA INC $4.10万0.04%47 -1-2.1% -$873 减仓
BLCR BLACKROCK ETF TRUST $4.03万0.04%982 982— $4.03万 新建仓
FITB FIFTH THIRD BANCORP $4.01万0.04%864 13017.7% $6,040 加仓
VIG VANGUARD SPECIALIZED FUNDS $4.00万0.04%186 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $3.99万0.03%47 1967.9% $1.61万 加仓
RGA REINSURANCE GROUP AMER INC $3.98万0.03%195 00.0% — 不变
F FORD MTR CO $3.94万0.03%3,416 -25-0.7% -$289 减仓
ROE EA SERIES TRUST $3.92万0.03%1,106 -26-2.3% -$921 减仓
AIQ GLOBAL X FDS $3.88万0.03%831 00.0% — 不变
FE FIRSTENERGY CORP $3.88万0.03%765 -1-0.1% -$51 减仓
VMBS VANGUARD SCOTTSDALE FDS $3.87万0.03%824 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $3.82万0.03%62 -2-3.1% -$1,234 减仓
RF REGIONS FINANCIAL CORP NEW $3.81万0.03%1,459 -27-1.8% -$705 减仓
BG BUNGE GLOBAL SA $3.80万0.03%299 -4-1.3% -$509 减仓
VDE VANGUARD WORLD FD $3.80万0.03%219 10.5% $173 加仓
TFC TRUIST FINL CORP $3.79万0.03%824 -19-2.3% -$873 减仓
SCHD SCHWAB STRATEGIC TR $3.75万0.03%1,222 1,222— $3.75万 新建仓
OGE OGE ENERGY CORP $3.73万0.03%777 -6-0.8% -$288 减仓
CDW CDW CORP $3.65万0.03%302 00.0% — 不变
WELL WELLTOWER INC $3.65万0.03%184 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $3.61万0.03%133 86.4% $2,172 加仓
IJH ISHARES TR $3.60万0.03%533 -103-16.2% -$6,955 减仓
SPMO INVESCO EXCH TRADED FD TR II $3.60万0.03%321 175119.9% $1.96万 加仓
CMS CMS ENERGY CORP $3.59万0.03%463 -4-0.9% -$310 减仓
LECO LINCOLN ELEC HLDGS INC $3.56万0.03%143 00.0% — 不变
IRM IRON MTN INC DEL $3.51万0.03%344 00.0% — 不变
QCOM QUALCOMM INC $3.50万0.03%272 -45-14.2% -$5,797 减仓
NEE NEXTERA ENERGY INC $3.49万0.03%376 -3-0.8% -$278 减仓
FDMO FIDELITY COVINGTON TRUST $3.44万0.03%429 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $3.43万0.03%457 -2-0.4% -$150 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $3.31万0.03%1,594 19013.5% $3,943 加仓
QQQM INVESCO EXCH TRADED FD TR II $3.31万0.03%139 3533.7% $8,323 加仓
SBUX STARBUCKS CORP $3.24万0.03%362 -5-1.4% -$448 减仓
FBNC FIRST BANCORP N C $3.19万0.03%567 -23-3.9% -$1,296 减仓
MAIN MAIN STR CAP CORP $3.18万0.03%600 20050.0% $1.06万 加仓
IWM ISHARES TR $3.17万0.03%128 -15-10.5% -$3,720 减仓
COWZ PACER FDS TR $3.17万0.03%506 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3.13万0.03%158 5959.6% $1.17万 加仓
VPU VANGUARD WORLD FD $3.13万0.03%158 00.0% — 不变
TMUS T-MOBILE US INC $3.13万0.03%149 -3-2.0% -$630 减仓
— WESTERN ASSET HIGH YIELD OPP $3.13万0.03%2,929 752.6% $801 加仓
GPC GENUINE PARTS CO $3.11万0.03%294 207.3% $2,115 加仓
USIG ISHARES TR $3.10万0.03%605 10.2% $51 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $3.08万0.03%342 -4-1.2% -$360 减仓
PLTR PALANTIR TECHNOLOGIES INC $3.07万0.03%210 7859.1% $1.14万 加仓
ES EVERSOURCE ENERGY $3.06万0.03%441 -4-0.9% -$277 减仓
FXL FIRST TR EXCHANGE-TRADED FD $3.02万0.03%190 00.0% — 不变
TKR TIMKEN CO $3.02万0.03%300 00.0% — 不变
DTE DTE ENERGY CO $2.97万0.03%203 -2-1.0% -$292 减仓
SLV ISHARES SILVER TR $2.93万0.03%430 00.0% — 不变
WEC WEC ENERGY GROUP INC $2.92万0.03%252 229.6% $2,547 加仓
XLF SELECT SECTOR SPDR TR $2.90万0.03%588 00.0% — 不变
BINC BLACKROCK ETF TRUST II $2.86万0.03%550 -122-18.2% -$6,336 减仓
BTI BRITISH AMERN TOB PLC $2.84万0.02%486 00.0% — 不变
GIS GENERAL MILLS INC $2.84万0.02%762 253.4% $931 加仓
RTX RTX CORPORATION $2.83万0.02%147 88149.2% $1.69万 加仓
TJX TJX COS INC NEW $2.82万0.02%176 00.0% — 不变
UUP INVESCO DB US DLR INDEX TR $2.80万0.02%1,007 00.0% — 不变
BBY BEST BUY INC $2.79万0.02%434 -7-1.6% -$449 减仓
LTPZ PIMCO ETF TR $2.78万0.02%544 -23-4.1% -$1,174 减仓
LAZ LAZARD INC $2.74万0.02%645 -6-0.9% -$255 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $2.74万0.02%338 -9-2.6% -$729 减仓
UTG REAVES UTIL INCOME FD $2.70万0.02%687 00.0% — 不变
PNW PINNACLE WEST CAP CORP $2.70万0.02%268 -4-1.5% -$403 减仓
IWB ISHARES TR $2.67万0.02%75 00.0% — 不变
ORI OLD REP INTL CORP $2.66万0.02%667 -6-0.9% -$239 减仓
SPGI S&P GLOBAL INC $2.66万0.02%63 33110.0% $1.39万 加仓
LGOV FIRST TR EXCHANGE-TRADED FD $2.65万0.02%1,230 -72-5.5% -$1,553 减仓
XTEN BONDBLOXX ETF TRUST $2.65万0.02%578 -33-5.4% -$1,513 减仓