Morey & Quinn Wealth Partners, LLC
OMAHA NE · SEC CIK 0002055521
$1.55亿2026Q2 申报市值
143持仓数
39.9%前十大占比 · 第一大 7.7%
7 / 0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
INTC 新建仓+$50.65万
WCPB 新建仓+$42.13万
SPYI 新建仓+$32.78万
ASML 新建仓+$23.48万
AVDE 加仓+$21.50万
2026Q2 卖出最多 按季末市值估算
FTAI 减仓-$34.57万
BRK/B 减仓-$30.12万
WELL 减仓-$29.51万
EPD 减仓-$23.00万
NNN 减仓-$20.10万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ARES COML REAL ESTATE CORP | $5.07万 | 0.03% | 11,266 | -1,200 | -9.6% | -$5,400 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $12.62万 | 0.08% | 17,700 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $19.10万 | 0.12% | 19,199 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $20.32万 | 0.13% | 713 | 713 | — | $20.32万 | 新建仓 |
| MS | MORGAN STANLEY | $20.76万 | 0.13% | 993 | 993 | — | $20.76万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $20.81万 | 0.13% | 12,703 | -9,865 | -43.7% | -$16.16万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $21.12万 | 0.14% | 1,314 | 1,314 | — | $21.12万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $21.43万 | 0.14% | 6,781 | -229 | -3.3% | -$7,238 | 减仓 |
| DTE | DTE ENERGY CO | $21.78万 | 0.14% | 1,429 | -272 | -16.0% | -$4.14万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $21.80万 | 0.14% | 3,821 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $21.93万 | 0.14% | 4,680 | -756 | -13.9% | -$3.54万 | 减仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $21.98万 | 0.14% | 8,160 | -144 | -1.7% | -$3,879 | 减仓 |
| MDT | MEDTRONIC PLC | $22.55万 | 0.15% | 2,882 | 157 | 5.8% | $1.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $22.63万 | 0.15% | 1,365 | -23 | -1.7% | -$3,812 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $22.64万 | 0.15% | 5,247 | 165 | 3.2% | $7,118 | 加仓 |
| NOBL | PROSHARES TR | $23.00万 | 0.15% | 4,095 | -819 | -16.7% | -$4.60万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.46万 | 0.15% | 4,154 | 432 | 11.6% | $2.44万 | 加仓 |
| ASML | ASML HLDG NV | $23.48万 | 0.15% | 118 | 118 | — | $23.48万 | 新建仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $23.66万 | 0.15% | 2,978 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $23.73万 | 0.15% | 2,460 | 113 | 4.8% | $1.09万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $23.97万 | 0.15% | 13,192 | -1,600 | -10.8% | -$2.91万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $24.28万 | 0.16% | 18,040 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $24.57万 | 0.16% | 2,650 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $24.63万 | 0.16% | 1,829 | 100 | 5.8% | $1.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.97万 | 0.16% | 888 | 9 | 1.0% | $2,531 | 加仓 |
| FDUS | FIDUS INVT CORP | $25.32万 | 0.16% | 13,278 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.79万 | 0.17% | 5,298 | 177 | 3.5% | $8,951 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $26.92万 | 0.17% | 6,234 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $27.67万 | 0.18% | 14,842 | -3 | -0.0% | -$56 | 减仓 |
| DIS | DISNEY WALT CO | $28.89万 | 0.19% | 3,002 | -50 | -1.6% | -$4,812 | 减仓 |
| JBL | JABIL INC | $29.13万 | 0.19% | 756 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.69万 | 0.19% | 1,255 | 247 | 24.5% | $5.84万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $30.03万 | 0.19% | 4,155 | -1,069 | -20.5% | -$7.73万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $30.44万 | 0.20% | 2,832 | -243 | -7.9% | -$2.61万 | 减仓 |
| — | PACER FDS TR | $30.80万 | 0.20% | 16,069 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $30.99万 | 0.20% | 4,961 | -40 | -0.8% | -$2,498 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.90万 | 0.21% | 5,190 | 755 | 17.0% | $4.64万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $32.60万 | 0.21% | 3,979 | -725 | -15.4% | -$5.94万 | 减仓 |
| SPYI | NEOS ETF TRUST | $32.78万 | 0.21% | 6,175 | 6,175 | — | $32.78万 | 新建仓 |
| QYLD | GLOBAL X FDS | $33.45万 | 0.22% | 18,151 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $33.51万 | 0.22% | 1,766 | 56 | 3.3% | $1.06万 | 加仓 |
| META | META PLATFORMS INC | $33.57万 | 0.22% | 596 | -26 | -4.2% | -$1.46万 | 减仓 |
| AVGO | BROADCOM INC | $33.77万 | 0.22% | 894 | 38 | 4.4% | $1.44万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $34.78万 | 0.22% | 5,028 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $35.20万 | 0.23% | 4,769 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $35.54万 | 0.23% | 3,900 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $36.16万 | 0.23% | 1,080 | 5 | 0.5% | $1,674 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $37.10万 | 0.24% | 2,440 | 5 | 0.2% | $760 | 加仓 |
| AVT | AVNET INC | $38.98万 | 0.25% | 4,389 | -55 | -1.2% | -$4,885 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $39.38万 | 0.25% | 2,834 | -745 | -20.8% | -$10.35万 | 减仓 |
| T | AT&T INC | $40.47万 | 0.26% | 19,549 | -861 | -4.2% | -$1.78万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $41.37万 | 0.27% | 9,244 | -23 | -0.2% | -$1,029 | 减仓 |
| WCPB | NORTHERN LTS FD TR II | $42.13万 | 0.27% | 16,619 | 16,619 | — | $42.13万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.72万 | 0.27% | 572 | 65 | 12.8% | $4.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.17万 | 0.28% | 4,919 | 152 | 3.2% | $1.33万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $43.41万 | 0.28% | 4,867 | 2,410 | 98.1% | $21.50万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $43.90万 | 0.28% | 24,555 | 9 | 0.0% | $161 | 加仓 |
| PEP | PEPSICO INC | $44.17万 | 0.28% | 3,262 | -30 | -0.9% | -$4,062 | 减仓 |
| CRM | SALESFORCE INC | $45.03万 | 0.29% | 2,874 | -1 | -0.0% | -$157 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.23万 | 0.29% | 10,684 | -38 | -0.4% | -$1,609 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $45.66万 | 0.29% | 3,120 | 342 | 12.3% | $5.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $46.15万 | 0.30% | 3,147 | 152 | 5.1% | $2.23万 | 加仓 |
| AMGN | AMGEN INC | $46.17万 | 0.30% | 1,275 | -8 | -0.6% | -$2,897 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $46.29万 | 0.30% | 5,075 | -609 | -10.7% | -$5.55万 | 减仓 |
| QCOM | QUALCOMM INC | $48.13万 | 0.31% | 2,605 | 17 | 0.7% | $3,141 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $48.23万 | 0.31% | 2,489 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $48.97万 | 0.31% | 3,811 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $49.11万 | 0.32% | 5,668 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $49.11万 | 0.32% | 650 | -4 | -0.6% | -$3,022 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.62万 | 0.32% | 11,625 | 38 | 0.3% | $1,622 | 加仓 |
| INTC | INTEL CORP | $50.65万 | 0.33% | 3,627 | 3,627 | — | $50.65万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $50.69万 | 0.33% | 9,010 | -100 | -1.1% | -$5,626 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $51.51万 | 0.33% | 1,946 | -130 | -6.3% | -$3.44万 | 减仓 |
| VMI | VALMONT INDS INC | $53.14万 | 0.34% | 920 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.53万 | 0.35% | 1,666 | 95 | 6.0% | $3.11万 | 加仓 |
| — | HANCOCK JOHN INVS TR | $55.25万 | 0.36% | 41,477 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $56.21万 | 0.36% | 61,031 | -2,400 | -3.8% | -$2.21万 | 减仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $56.67万 | 0.36% | 36,562 | -1,322 | -3.5% | -$2.05万 | 减仓 |
| KO | COCA COLA CO | $56.90万 | 0.37% | 7,001 | 236 | 3.5% | $1.92万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $58.61万 | 0.38% | 14,154 | 1,420 | 11.2% | $5.88万 | 加仓 |
| V | VISA INC | $58.91万 | 0.38% | 1,717 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $60.12万 | 0.39% | 1,035 | -110 | -9.6% | -$6.39万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $62.97万 | 0.41% | 831 | -40 | -4.6% | -$3.03万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $64.92万 | 0.42% | 13,341 | -1,153 | -8.0% | -$5.61万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $65.84万 | 0.42% | 4,563 | 1 | 0.0% | $144 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $66.78万 | 0.43% | 45,926 | -4,940 | -9.7% | -$7.18万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $68.55万 | 0.44% | 4,470 | -150 | -3.2% | -$2.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $71.83万 | 0.46% | 1,728 | 7 | 0.4% | $2,910 | 加仓 |
| LLY | ELI LILLY & CO | $72.33万 | 0.47% | 603 | -29 | -4.6% | -$3.48万 | 减仓 |
| ORCL | ORACLE CORP | $72.45万 | 0.47% | 4,944 | -46 | -0.9% | -$6,741 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $74.05万 | 0.48% | 7,650 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $82.73万 | 0.53% | 17,781 | -4,320 | -19.5% | -$20.10万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $83.85万 | 0.54% | 4,067 | -85 | -2.0% | -$1.75万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $85.49万 | 0.55% | 3,449 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $88.40万 | 0.57% | 945 | -12 | -1.3% | -$1.12万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $88.81万 | 0.57% | 17,841 | 9 | 0.1% | $448 | 加仓 |
| VTI | VANGUARD INDEX FDS | $90.82万 | 0.58% | 2,454 | 218 | 9.7% | $8.07万 | 加仓 |
| — | EXXON MOBIL CORP | $94.01万 | 0.60% | 6,876 | 84 | 1.2% | $1.15万 | 加仓 |
| HD | HOME DEPOT INC | $94.13万 | 0.61% | 2,669 | 23 | 0.9% | $8,112 | 加仓 |
| CVS | CVS HEALTH CORP | $95.09万 | 0.61% | 9,192 | -1,149 | -11.1% | -$11.89万 | 减仓 |