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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $33.77万 | 0.22% | 894 | 38 | 4.4% | $1.44万 | 加仓 |
| META | META PLATFORMS INC | $33.57万 | 0.22% | 596 | -26 | -4.2% | -$1.46万 | 减仓 |
| RTX | RTX CORPORATION | $33.51万 | 0.22% | 1,766 | 56 | 3.3% | $1.06万 | 加仓 |
| QYLD | GLOBAL X FDS | $33.45万 | 0.22% | 18,151 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $32.78万 | 0.21% | 6,175 | 6,175 | — | $32.78万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $32.60万 | 0.21% | 3,979 | -725 | -15.4% | -$5.94万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.90万 | 0.21% | 5,190 | 755 | 17.0% | $4.64万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $30.99万 | 0.20% | 4,961 | -40 | -0.8% | -$2,498 | 减仓 |
| — | PACER FDS TR | $30.80万 | 0.20% | 16,069 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.44万 | 0.20% | 2,832 | -243 | -7.9% | -$2.61万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $30.03万 | 0.19% | 4,155 | -1,069 | -20.5% | -$7.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.69万 | 0.19% | 1,255 | 247 | 24.5% | $5.84万 | 加仓 |
| JBL | JABIL INC | $29.13万 | 0.19% | 756 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $28.89万 | 0.19% | 3,002 | -50 | -1.6% | -$4,812 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $27.67万 | 0.18% | 14,842 | -3 | -0.0% | -$56 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $26.92万 | 0.17% | 6,234 | 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 |
| FDUS | FIDUS INVT CORP | $25.32万 | 0.16% | 13,278 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.97万 | 0.16% | 888 | 9 | 1.0% | $2,531 | 加仓 |
| CBRE | CBRE GROUP INC | $24.63万 | 0.16% | 1,829 | 100 | 5.8% | $1.35万 | 加仓 |
| SRE | SEMPRA | $24.57万 | 0.16% | 2,650 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $24.28万 | 0.16% | 18,040 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & | $23.97万 | 0.15% | 13,192 | -1,600 | -10.8% | -$2.91万 | 减仓 |
| USMV | ISHARES TR | $23.73万 | 0.15% | 2,460 | 113 | 4.8% | $1.09万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $23.66万 | 0.15% | 2,978 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $23.48万 | 0.15% | 118 | 118 | — | $23.48万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.46万 | 0.15% | 4,154 | 432 | 11.6% | $2.44万 | 加仓 |
| NOBL | PROSHARES TR | $23.00万 | 0.15% | 4,095 | -819 | -16.7% | -$4.60万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $22.64万 | 0.15% | 5,247 | 165 | 3.2% | $7,118 | 加仓 |
| CVX | CHEVRON CORPORATION | $22.63万 | 0.15% | 1,365 | -23 | -1.7% | -$3,812 | 减仓 |
| MDT | MEDTRONIC PLC | $22.55万 | 0.15% | 2,882 | 157 | 5.8% | $1.23万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $21.98万 | 0.14% | 8,160 | -144 | -1.7% | -$3,879 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $21.93万 | 0.14% | 4,680 | -756 | -13.9% | -$3.54万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $21.80万 | 0.14% | 3,821 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $21.78万 | 0.14% | 1,429 | -272 | -16.0% | -$4.14万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $21.43万 | 0.14% | 6,781 | -229 | -3.3% | -$7,238 | 减仓 |
| WTFC | WINTRUST FINL CORP | $21.12万 | 0.14% | 1,314 | 1,314 | — | $21.12万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $20.81万 | 0.13% | 12,703 | -9,865 | -43.7% | -$16.16万 | 减仓 |
| MS | MORGAN STANLEY | $20.76万 | 0.13% | 993 | 993 | — | $20.76万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $20.32万 | 0.13% | 713 | 713 | — | $20.32万 | 新建仓 |
| LADR | LADDER CAP CORP | $19.10万 | 0.12% | 19,199 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $12.62万 | 0.08% | 17,700 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $5.07万 | 0.03% | 11,266 | -1,200 | -9.6% | -$5,400 | 减仓 |