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 |
|---|---|---|---|---|---|---|---|---|
| QYLD | GLOBAL X FDS | $31.13万 | 0.22% | 18,151 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $30.50万 | 0.22% | 16,069 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.25万 | 0.22% | 3,075 | 10 | 0.3% | $984 | 加仓 |
| DIS | DISNEY WALT CO | $29.42万 | 0.21% | 3,052 | -177 | -5.5% | -$1.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.72万 | 0.20% | 1,388 | 37 | 2.7% | $7,655 | 加仓 |
| CAG | CONAGRA BRANDS INC | $28.36万 | 0.20% | 18,040 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $28.10万 | 0.20% | 5,001 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $27.38万 | 0.19% | 4,444 | -110 | -2.4% | -$6,778 | 减仓 |
| AVGO | BROADCOM INC | $26.49万 | 0.19% | 856 | 91 | 11.9% | $2.82万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $26.34万 | 0.19% | 6,234 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & | $26.08万 | 0.19% | 14,792 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $26.04万 | 0.19% | 2,457 | 1 | 0.0% | $106 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.92万 | 0.18% | 5,121 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $25.75万 | 0.18% | 2,650 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $25.34万 | 0.18% | 5,436 | -407 | -7.0% | -$1.90万 | 减仓 |
| DTE | DTE ENERGY CO | $24.87万 | 0.18% | 1,701 | 8 | 0.5% | $1,170 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.62万 | 0.18% | 4,435 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.86万 | 0.17% | 14,845 | 14,845 | — | $23.86万 | 新建仓 |
| MDT | MEDTRONIC PLC | $23.61万 | 0.17% | 2,725 | 78 | 2.9% | $6,759 | 加仓 |
| CBRE | CBRE GROUP INC | $23.42万 | 0.17% | 1,729 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.29万 | 0.17% | 1,145 | 47 | 4.3% | $9,561 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.23万 | 0.17% | 1,075 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORP | $23.13万 | 0.16% | 13,278 | 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 |
| USMV | ISHARES TR | $21.77万 | 0.15% | 2,347 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.68万 | 0.15% | 1,008 | 1,008 | — | $21.68万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.31万 | 0.15% | 879 | 879 | — | $21.31万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.10万 | 0.15% | 3,722 | 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 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $20.87万 | 0.15% | 3,821 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $20.85万 | 0.15% | 2,457 | 2,457 | — | $20.85万 | 新建仓 |
| JBL | JABIL INC | $20.07万 | 0.14% | 756 | 756 | — | $20.07万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $20.04万 | 0.14% | 5,082 | 5,082 | — | $20.04万 | 新建仓 |
| LADR | LADDER CAP CORP | $18.76万 | 0.13% | 19,199 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $12.20万 | 0.09% | 17,700 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $5.98万 | 0.04% | 12,466 | 0 | 0.0% | — | 不变 |
| — | 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 |