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 |
|---|---|---|---|---|---|---|---|---|
| ILDR | FIRST TR EXCHNG TRADED FD VI | $98.05万 | 0.63% | 24,985 | -667 | -2.6% | -$2.62万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $99.45万 | 0.64% | 22,978 | 647 | 2.9% | $2.80万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $100.12万 | 0.64% | 11,143 | -288 | -2.5% | -$2.59万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $100.66万 | 0.65% | 27,203 | -867 | -3.1% | -$3.21万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $103.28万 | 0.66% | 6,196 | -95 | -1.5% | -$1.58万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $104.19万 | 0.67% | 106,205 | -5,300 | -4.8% | -$5.20万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $106.44万 | 0.68% | 4,900 | 13 | 0.3% | $2,824 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $107.00万 | 0.69% | 4,030 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $108.04万 | 0.69% | 8,660 | -154 | -1.7% | -$1.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $109.34万 | 0.70% | 1,485 | 86 | 6.1% | $6.33万 | 加仓 |
| OKE | ONEOK INC NEW | $114.09万 | 0.73% | 13,123 | -1,632 | -11.1% | -$14.19万 | 减仓 |
| TSLA | TESLA INC | $114.23万 | 0.73% | 2,716 | -128 | -4.5% | -$5.38万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $114.87万 | 0.74% | 831 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $119.07万 | 0.77% | 26,054 | -1,570 | -5.7% | -$7.17万 | 减仓 |
| GOOGL | ALPHABET INC | $120.58万 | 0.78% | 3,374 | -30 | -0.9% | -$1.07万 | 减仓 |
| CAT | CATERPILLAR INC | $120.65万 | 0.78% | 1,133 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $127.42万 | 0.82% | 16,252 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $129.33万 | 0.83% | 5,698 | -1,300 | -18.6% | -$29.51万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $129.64万 | 0.83% | 3,498 | 13 | 0.4% | $4,818 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $135.28万 | 0.87% | 12,352 | 44 | 0.4% | $4,819 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $135.91万 | 0.87% | 11,104 | -354 | -3.1% | -$4.33万 | 减仓 |
| GOOG | ALPHABET INC | $138.05万 | 0.89% | 3,907 | -73 | -1.8% | -$2.58万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $166.55万 | 1.07% | 11,907 | -100 | -0.8% | -$1.40万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $180.00万 | 1.16% | 22,206 | -74 | -0.3% | -$5,998 | 减仓 |
| DE | DEERE & CO | $186.94万 | 1.20% | 2,947 | -62 | -2.1% | -$3.93万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $196.60万 | 1.26% | 53,482 | -6,256 | -10.5% | -$23.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $199.81万 | 1.29% | 1,731 | 28 | 1.6% | $3.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 1.45% | 3 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $233.23万 | 1.50% | 9,802 | -262 | -2.6% | -$6.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $240.79万 | 1.55% | 3,506 | 243 | 7.4% | $16.69万 | 加仓 |
| WMT | WALMART INC | $249.59万 | 1.61% | 22,037 | -870 | -3.8% | -$9.85万 | 减仓 |
| AMZN | AMAZON COM INC | $271.47万 | 1.75% | 11,390 | -4 | -0.0% | -$953 | 减仓 |
| MSFT | MICROSOFT CORP | $325.29万 | 2.09% | 8,720 | -251 | -2.8% | -$9.36万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $335.05万 | 2.16% | 69,542 | -3,070 | -4.2% | -$14.79万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $355.65万 | 2.29% | 36,074 | 1,677 | 4.9% | $16.53万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $401.07万 | 2.58% | 52,856 | 38 | 0.1% | $2,883 | 加仓 |
| UNP | UNION PAC CORP | $408.68万 | 2.63% | 15,025 | -317 | -2.1% | -$8.62万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $444.76万 | 2.86% | 38,715 | -80 | -0.2% | -$9,190 | 减仓 |
| FTAI | FTAI AVIATION LTD | $603.15万 | 3.88% | 22,295 | -1,278 | -5.4% | -$34.57万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $736.45万 | 4.74% | 78,413 | -1,813 | -2.3% | -$17.03万 | 减仓 |
| AAPL | APPLE INC | $853.26万 | 5.49% | 29,488 | 27 | 0.1% | $7,813 | 加仓 |
| NVDA | NVIDIA CORPORATION | $867.99万 | 5.58% | 43,380 | -359 | -0.8% | -$7.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,192.88万 | 7.67% | 23,839 | -602 | -2.5% | -$30.12万 | 减仓 |