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 |
|---|---|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | $90.86万 | 0.65% | 831 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $92.89万 | 0.66% | 22,101 | -119 | -0.5% | -$5,001 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.36万 | 0.68% | 957 | 98 | 11.4% | $9.77万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $95.57万 | 0.68% | 28,070 | 1,900 | 7.3% | $6.47万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $96.56万 | 0.69% | 111,505 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $97.37万 | 0.69% | 8,814 | 1,026 | 13.2% | $11.33万 | 加仓 |
| GOOGL | ALPHABET INC | $97.89万 | 0.70% | 3,404 | 325 | 10.6% | $9.35万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $100.38万 | 0.71% | 4,030 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $102.19万 | 0.73% | 6,291 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $105.73万 | 0.75% | 2,844 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $113.99万 | 0.81% | 3,485 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $114.17万 | 0.81% | 3,980 | -10 | -0.3% | -$2,869 | 减仓 |
| — | EXXON MOBIL CORP | $115.23万 | 0.82% | 6,792 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $120.14万 | 0.85% | 16,252 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $123.89万 | 0.88% | 27,624 | 629 | 2.3% | $2.82万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $125.77万 | 0.89% | 11,458 | -63 | -0.5% | -$6,915 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $126.93万 | 0.90% | 12,308 | 23 | 0.2% | $2,372 | 加仓 |
| OKE | ONEOK INC NEW | $133.37万 | 0.95% | 14,755 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $138.36万 | 0.98% | 6,998 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $146.40万 | 1.04% | 12,007 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $152.13万 | 1.08% | 22,280 | 279 | 1.3% | $1.91万 | 加仓 |
| DE | DEERE & CO | $169.50万 | 1.21% | 3,009 | -15 | -0.5% | -$8,450 | 减仓 |
| VOO | VANGUARD INDEX FDS | $194.96万 | 1.39% | 3,263 | 448 | 15.9% | $26.77万 | 加仓 |
| ALL | ALLSTATE CORP | $208.67万 | 1.48% | 10,064 | -31 | -0.3% | -$6,428 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 1.53% | 3 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $226.05万 | 1.61% | 59,738 | -340 | -0.6% | -$1.29万 | 减仓 |
| AMZN | AMAZON COM INC | $237.30万 | 1.69% | 11,394 | 255 | 2.3% | $5.31万 | 加仓 |
| WMT | WALMART INC | $284.69万 | 2.02% | 22,907 | 3,075 | 15.5% | $38.22万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $290.72万 | 2.07% | 34,397 | 2,722 | 8.6% | $23.01万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $319.22万 | 2.27% | 52,818 | 248 | 0.5% | $1.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.09万 | 2.36% | 8,971 | 470 | 5.5% | $17.40万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $341.49万 | 2.43% | 72,612 | -1,826 | -2.5% | -$8.59万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $363.36万 | 2.58% | 38,795 | 984 | 2.6% | $9.22万 | 加仓 |
| UNP | UNION PAC CORP | $372.23万 | 2.65% | 15,342 | 1,210 | 8.6% | $29.36万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $577.54万 | 4.11% | 23,573 | -120 | -0.5% | -$2.94万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $744.17万 | 5.29% | 80,226 | -1,008 | -1.2% | -$9.35万 | 减仓 |
| AAPL | APPLE INC | $747.68万 | 5.32% | 29,461 | 320 | 1.1% | $8.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.81万 | 5.43% | 43,739 | 365 | 0.8% | $6.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,171.21万 | 8.33% | 24,441 | 131 | 0.5% | $6.28万 | 加仓 |