Morey & Quinn Wealth Partners, LLC
OMAHA NE · SEC CIK 0002055521
$1.41亿2026Q1 申报市值
136持仓数
40.8%前十大占比 · 第一大 8.3%
8 / 3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
WMT 加仓+$38.22万
VTI 加仓+$30.86万
UNP 加仓+$29.36万
VOO 加仓+$26.77万
XSSPX 新建仓+$23.86万
2026Q1 卖出最多 按季末市值估算
NUVEEN DOW 30 DY 清仓-$25.45万
INTU 清仓-$23.32万
LOW 清仓-$20.18万
FTCS 减仓-$9.35万
FVD 减仓-$8.59万
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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -16,676 | -100.0% | -$25.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -352 | -100.0% | -$23.32万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -837 | -100.0% | -$20.18万 | 清仓 |
| — | ARES COML REAL ESTATE CORP | $5.98万 | 0.04% | 12,466 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $12.20万 | 0.09% | 17,700 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $18.76万 | 0.13% | 19,199 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $20.04万 | 0.14% | 5,082 | 5,082 | — | $20.04万 | 新建仓 |
| JBL | JABIL INC | $20.07万 | 0.14% | 756 | 756 | — | $20.07万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $20.85万 | 0.15% | 2,457 | 2,457 | — | $20.85万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $20.87万 | 0.15% | 3,821 | 0 | 0.0% | — | 不变 |
| IFV | FIRST TR EXCHANGE TRADED FD | $20.98万 | 0.15% | 8,304 | 8,304 | — | $20.98万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.10万 | 0.15% | 3,722 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.31万 | 0.15% | 879 | 879 | — | $21.31万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.68万 | 0.15% | 1,008 | 1,008 | — | $21.68万 | 新建仓 |
| USMV | ISHARES TR | $21.77万 | 0.15% | 2,347 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $22.70万 | 0.16% | 2,978 | 2,978 | — | $22.70万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $23.13万 | 0.16% | 13,278 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.23万 | 0.17% | 1,075 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.29万 | 0.17% | 1,145 | 47 | 4.3% | $9,561 | 加仓 |
| CBRE | CBRE GROUP INC | $23.42万 | 0.17% | 1,729 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $23.61万 | 0.17% | 2,725 | 78 | 2.9% | $6,759 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.86万 | 0.17% | 14,845 | 14,845 | — | $23.86万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.62万 | 0.18% | 4,435 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $24.87万 | 0.18% | 1,701 | 8 | 0.5% | $1,170 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $25.34万 | 0.18% | 5,436 | -407 | -7.0% | -$1.90万 | 减仓 |
| SRE | SEMPRA | $25.75万 | 0.18% | 2,650 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.92万 | 0.18% | 5,121 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $26.04万 | 0.19% | 2,457 | 1 | 0.0% | $106 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $26.08万 | 0.19% | 14,792 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $26.34万 | 0.19% | 6,234 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $26.49万 | 0.19% | 856 | 91 | 11.9% | $2.82万 | 加仓 |
| AVT | AVNET INC | $27.38万 | 0.19% | 4,444 | -110 | -2.4% | -$6,778 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $28.10万 | 0.20% | 5,001 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $28.36万 | 0.20% | 18,040 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $28.72万 | 0.20% | 1,388 | 37 | 2.7% | $7,655 | 加仓 |
| DIS | DISNEY WALT CO | $29.42万 | 0.21% | 3,052 | -177 | -5.5% | -$1.71万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $30.25万 | 0.22% | 3,075 | 10 | 0.3% | $984 | 加仓 |
| — | PACER FDS TR | $30.50万 | 0.22% | 16,069 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $31.13万 | 0.22% | 18,151 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $31.76万 | 0.23% | 7,010 | -15 | -0.2% | -$680 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $31.84万 | 0.23% | 3,900 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $32.03万 | 0.23% | 5,224 | -2 | -0.0% | -$123 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $32.19万 | 0.23% | 5,028 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.97万 | 0.23% | 507 | 28 | 5.8% | $1.82万 | 加仓 |
| RTX | RTX CORPORATION | $32.99万 | 0.23% | 1,710 | 38 | 2.3% | $7,330 | 加仓 |
| QCOM | QUALCOMM INC | $33.32万 | 0.24% | 2,588 | 100 | 4.0% | $1.29万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $33.55万 | 0.24% | 4,769 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $34.28万 | 0.24% | 4,704 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $35.26万 | 0.25% | 2,435 | 8 | 0.3% | $1,158 | 加仓 |
| META | META PLATFORMS INC | $35.59万 | 0.25% | 622 | 15 | 2.5% | $8,582 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $35.63万 | 0.25% | 2,778 | 50 | 1.8% | $6,412 | 加仓 |
| VMI | VALMONT INDS INC | $36.76万 | 0.26% | 920 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $38.37万 | 0.27% | 2,489 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $38.86万 | 0.28% | 22,568 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $41.52万 | 0.30% | 9,267 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $42.05万 | 0.30% | 9,110 | -20 | -0.2% | -$923 | 减仓 |
| PG | PROCTER & GAMBLE CO | $43.26万 | 0.31% | 2,995 | 54 | 1.8% | $7,800 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $43.57万 | 0.31% | 24,546 | -297 | -1.2% | -$5,272 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $43.71万 | 0.31% | 3,579 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $44.27万 | 0.31% | 4,767 | 61 | 1.3% | $5,665 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $44.58万 | 0.32% | 5,668 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.14万 | 0.32% | 1,283 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $45.82万 | 0.33% | 5,684 | -162 | -2.8% | -$1.31万 | 减仓 |
| MRK | MERCK & CO INC | $45.84万 | 0.33% | 3,811 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $46.21万 | 0.33% | 1,571 | 82 | 5.5% | $2.41万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.58万 | 0.33% | 1,721 | 22 | 1.3% | $5,954 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $48.58万 | 0.35% | 2,076 | 6 | 0.3% | $1,404 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $51.03万 | 0.36% | 37,884 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $51.12万 | 0.36% | 3,292 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $51.45万 | 0.37% | 6,765 | 2,375 | 54.1% | $18.06万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $51.71万 | 0.37% | 4,620 | 125 | 2.8% | $1.40万 | 加仓 |
| V | VISA INC | $51.89万 | 0.37% | 1,717 | 125 | 7.9% | $3.78万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $52.90万 | 0.38% | 12,734 | -325 | -2.5% | -$1.35万 | 减仓 |
| — | HANCOCK JOHN INVT TR II | $53.55万 | 0.38% | 41,477 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $53.67万 | 0.38% | 2,875 | 66 | 2.3% | $1.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.82万 | 0.38% | 10,722 | -564 | -5.0% | -$2.83万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $54.45万 | 0.39% | 4,562 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $56.59万 | 0.40% | 654 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $57.15万 | 0.41% | 63,431 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $57.53万 | 0.41% | 1,703 | 8 | 0.5% | $2,703 | 加仓 |
| LLY | ELI LILLY & CO | $58.13万 | 0.41% | 632 | -29 | -4.4% | -$2.67万 | 减仓 |
| T | AT&T INC | $59.17万 | 0.42% | 20,410 | 316 | 1.6% | $9,161 | 加仓 |
| CW | CURTISS WRIGHT CORP | $59.33万 | 0.42% | 871 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $65.94万 | 0.47% | 4,152 | 1 | 0.0% | $159 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $69.25万 | 0.49% | 3,449 | 58 | 1.7% | $1.16万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $70.14万 | 0.50% | 50,866 | -282 | -0.6% | -$3,889 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $70.65万 | 0.50% | 7,650 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $71.65万 | 0.51% | 11,431 | 290 | 2.6% | $1.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $71.74万 | 0.51% | 2,236 | 962 | 75.5% | $30.86万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $72.71万 | 0.52% | 11,587 | 160 | 1.4% | $1.00万 | 加仓 |
| ORCL | ORACLE CORP | $73.41万 | 0.52% | 4,990 | 323 | 6.9% | $4.75万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $73.63万 | 0.52% | 14,494 | 512 | 3.7% | $2.60万 | 加仓 |
| CVS | CVS HEALTH CORP | $74.27万 | 0.53% | 10,341 | 1 | 0.0% | $72 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $76.39万 | 0.54% | 25,652 | 3,033 | 13.4% | $9.03万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $77.64万 | 0.55% | 4,887 | -1 | -0.0% | -$159 | 减仓 |
| CAT | CATERPILLAR INC | $80.27万 | 0.57% | 1,133 | -2 | -0.2% | -$1,417 | 减仓 |
| QQQ | INVESCO QQQ TR | $80.74万 | 0.57% | 1,399 | 132 | 10.4% | $7.62万 | 加仓 |
| HD | HOME DEPOT INC | $87.02万 | 0.62% | 2,646 | -10 | -0.4% | -$3,289 | 减仓 |
| RECS | COLUMBIA ETF TR I | $87.05万 | 0.62% | 22,331 | 289 | 1.3% | $1.13万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $88.82万 | 0.63% | 17,832 | -20 | -0.1% | -$996 | 减仓 |