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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,171.21万 | 8.33% | 24,441 | 131 | 0.5% | $6.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.81万 | 5.43% | 43,739 | 365 | 0.8% | $6.37万 | 加仓 |
| AAPL | APPLE INC | $747.68万 | 5.32% | 29,461 | 320 | 1.1% | $8.12万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $744.17万 | 5.29% | 80,226 | -1,008 | -1.2% | -$9.35万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $577.54万 | 4.11% | 23,573 | -120 | -0.5% | -$2.94万 | 减仓 |
| UNP | UNION PAC CORP | $372.23万 | 2.65% | 15,342 | 1,210 | 8.6% | $29.36万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $363.36万 | 2.58% | 38,795 | 984 | 2.6% | $9.22万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $341.49万 | 2.43% | 72,612 | -1,826 | -2.5% | -$8.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $332.09万 | 2.36% | 8,971 | 470 | 5.5% | $17.40万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $319.22万 | 2.27% | 52,818 | 248 | 0.5% | $1.50万 | 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 |
| WMT | WALMART INC | $284.69万 | 2.02% | 22,907 | 3,075 | 15.5% | $38.22万 | 加仓 |
| AMZN | AMAZON COM INC | $237.30万 | 1.69% | 11,394 | 255 | 2.3% | $5.31万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $226.05万 | 1.61% | 59,738 | -340 | -0.6% | -$1.29万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 1.53% | 3 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $208.67万 | 1.48% | 10,064 | -31 | -0.3% | -$6,428 | 减仓 |
| VOO | VANGUARD INDEX FDS | $194.96万 | 1.39% | 3,263 | 448 | 15.9% | $26.77万 | 加仓 |
| DE | DEERE & CO | $169.50万 | 1.21% | 3,009 | -15 | -0.5% | -$8,450 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $152.13万 | 1.08% | 22,280 | 279 | 1.3% | $1.91万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $146.40万 | 1.04% | 12,007 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $138.36万 | 0.98% | 6,998 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $133.37万 | 0.95% | 14,755 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $126.93万 | 0.90% | 12,308 | 23 | 0.2% | $2,372 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $125.77万 | 0.89% | 11,458 | -63 | -0.5% | -$6,915 | 减仓 |
| DIVO | AMPLIFY ETF TR | $123.89万 | 0.88% | 27,624 | 629 | 2.3% | $2.82万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $120.14万 | 0.85% | 16,252 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $115.23万 | 0.82% | 6,792 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $114.17万 | 0.81% | 3,980 | -10 | -0.3% | -$2,869 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $113.99万 | 0.81% | 3,485 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $105.73万 | 0.75% | 2,844 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $102.19万 | 0.73% | 6,291 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $100.38万 | 0.71% | 4,030 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $97.89万 | 0.70% | 3,404 | 325 | 10.6% | $9.35万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $97.37万 | 0.69% | 8,814 | 1,026 | 13.2% | $11.33万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $96.56万 | 0.69% | 111,505 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $95.57万 | 0.68% | 28,070 | 1,900 | 7.3% | $6.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.36万 | 0.68% | 957 | 98 | 11.4% | $9.77万 | 加仓 |
| NNN | NNN REIT INC | $92.89万 | 0.66% | 22,101 | -119 | -0.5% | -$5,001 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $90.86万 | 0.65% | 831 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $88.82万 | 0.63% | 17,832 | -20 | -0.1% | -$996 | 减仓 |
| RECS | COLUMBIA ETF TR I | $87.05万 | 0.62% | 22,331 | 289 | 1.3% | $1.13万 | 加仓 |
| HD | HOME DEPOT INC | $87.02万 | 0.62% | 2,646 | -10 | -0.4% | -$3,289 | 减仓 |
| QQQ | INVESCO QQQ TR | $80.74万 | 0.57% | 1,399 | 132 | 10.4% | $7.62万 | 加仓 |
| CAT | CATERPILLAR INC | $80.27万 | 0.57% | 1,133 | -2 | -0.2% | -$1,417 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $77.64万 | 0.55% | 4,887 | -1 | -0.0% | -$159 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $76.39万 | 0.54% | 25,652 | 3,033 | 13.4% | $9.03万 | 加仓 |
| CVS | CVS HEALTH CORP | $74.27万 | 0.53% | 10,341 | 1 | 0.0% | $72 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $73.63万 | 0.52% | 14,494 | 512 | 3.7% | $2.60万 | 加仓 |
| ORCL | ORACLE CORP | $73.41万 | 0.52% | 4,990 | 323 | 6.9% | $4.75万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $72.71万 | 0.52% | 11,587 | 160 | 1.4% | $1.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $71.74万 | 0.51% | 2,236 | 962 | 75.5% | $30.86万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $71.65万 | 0.51% | 11,431 | 290 | 2.6% | $1.82万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $70.65万 | 0.50% | 7,650 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $70.14万 | 0.50% | 50,866 | -282 | -0.6% | -$3,889 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $69.25万 | 0.49% | 3,449 | 58 | 1.7% | $1.16万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $65.94万 | 0.47% | 4,152 | 1 | 0.0% | $159 | 加仓 |
| CW | CURTISS WRIGHT CORP | $59.33万 | 0.42% | 871 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $59.17万 | 0.42% | 20,410 | 316 | 1.6% | $9,161 | 加仓 |
| LLY | ELI LILLY & CO | $58.13万 | 0.41% | 632 | -29 | -4.4% | -$2.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $57.53万 | 0.41% | 1,703 | 8 | 0.5% | $2,703 | 加仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $57.15万 | 0.41% | 63,431 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $56.59万 | 0.40% | 654 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $54.45万 | 0.39% | 4,562 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $53.82万 | 0.38% | 10,722 | -564 | -5.0% | -$2.83万 | 减仓 |
| CRM | SALESFORCE INC | $53.67万 | 0.38% | 2,875 | 66 | 2.3% | $1.23万 | 加仓 |
| — | HANCOCK JOHN INVT TR II | $53.55万 | 0.38% | 41,477 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $52.90万 | 0.38% | 12,734 | -325 | -2.5% | -$1.35万 | 减仓 |
| V | VISA INC | $51.89万 | 0.37% | 1,717 | 125 | 7.9% | $3.78万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $51.71万 | 0.37% | 4,620 | 125 | 2.8% | $1.40万 | 加仓 |
| KO | COCA COLA CO | $51.45万 | 0.37% | 6,765 | 2,375 | 54.1% | $18.06万 | 加仓 |
| PEP | PEPSICO INC | $51.12万 | 0.36% | 3,292 | 0 | 0.0% | — | 不变 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $51.03万 | 0.36% | 37,884 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $48.58万 | 0.35% | 2,076 | 6 | 0.3% | $1,404 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.58万 | 0.33% | 1,721 | 22 | 1.3% | $5,954 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.21万 | 0.33% | 1,571 | 82 | 5.5% | $2.41万 | 加仓 |
| MRK | MERCK & CO INC | $45.84万 | 0.33% | 3,811 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $45.82万 | 0.33% | 5,684 | -162 | -2.8% | -$1.31万 | 减仓 |
| AMGN | AMGEN INC | $45.14万 | 0.32% | 1,283 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $44.58万 | 0.32% | 5,668 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $44.27万 | 0.31% | 4,767 | 61 | 1.3% | $5,665 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $43.71万 | 0.31% | 3,579 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $43.57万 | 0.31% | 24,546 | -297 | -1.2% | -$5,272 | 减仓 |
| PG | PROCTER & GAMBLE CO | $43.26万 | 0.31% | 2,995 | 54 | 1.8% | $7,800 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $42.05万 | 0.30% | 9,110 | -20 | -0.2% | -$923 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $41.52万 | 0.30% | 9,267 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $38.86万 | 0.28% | 22,568 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $38.37万 | 0.27% | 2,489 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $36.76万 | 0.26% | 920 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $35.63万 | 0.25% | 2,778 | 50 | 1.8% | $6,412 | 加仓 |
| META | META PLATFORMS INC | $35.59万 | 0.25% | 622 | 15 | 2.5% | $8,582 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $35.26万 | 0.25% | 2,435 | 8 | 0.3% | $1,158 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.28万 | 0.24% | 4,704 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $33.55万 | 0.24% | 4,769 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $33.32万 | 0.24% | 2,588 | 100 | 4.0% | $1.29万 | 加仓 |
| RTX | RTX CORPORATION | $32.99万 | 0.23% | 1,710 | 38 | 2.3% | $7,330 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.97万 | 0.23% | 507 | 28 | 5.8% | $1.82万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $32.19万 | 0.23% | 5,028 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $32.03万 | 0.23% | 5,224 | -2 | -0.0% | -$123 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $31.84万 | 0.23% | 3,900 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $31.76万 | 0.23% | 7,010 | -15 | -0.2% | -$680 | 减仓 |