13F 机构持仓

QUANTUM FINANCIAL PARTNERS LLC

OVERLAND PARK KS · SEC CIK 0002103577

2026Q22026Q1 更早 9 个季度 🔒
$1.96亿2026Q2 申报市值
153持仓数
37.9%前十大占比 · 第一大 6.0%
0 / 0新建仓 / 清仓
申报市值走势$1.96亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGGR 6.0%
CGBL 5.1%
AVLV 4.7%
ISHARES U S ET 3.5%
CGCP 3.4%
CGXU 3.3%
QQQ 3.3%
TEQI 3.1%
SPY 2.8%
JGRO 2.7%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
CGGR CAPITAL GROUP GROWTH ETF $1,168.90万5.98%247,649 —— — —
CGBL CAPITAL GROUP CORE BALANCED $994.37万5.09%261,952 —— — —
AVLV AMERICAN CENTY ETF TR $912.02万4.66%99,991 —— — —
— ISHARES U S ETF TR $691.19万3.53%281,200 —— — —
CGCP CAPITAL GRP FIXED INCM ETF T $669.13万3.42%300,192 —— — —
CGXU CAPITAL GROUP INTL FOCUS EQT $653.12万3.34%188,655 —— — —
QQQ INVESCO QQQ TR $647.76万3.31%8,797 —— — —
TEQI T ROWE PRICE EXCHANGE-TRADED $597.85万3.06%118,669 —— — —
SPY STATE STR SPDR S&P 500 ETF T $554.93万2.84%7,431 —— — —
JGRO J P MORGAN EXCHANGE TRADED F $519.62万2.66%52,705 —— — —
VCRM VANGUARD MUN BD FDS $481.78万2.46%63,060 —— — —
VIG VANGUARD SPECIALIZED FUNDS $466.28万2.38%19,706 —— — —
AAPL APPLE INC $402.68万2.06%13,916 —— — —
VUG VANGUARD INDEX FDS $391.12万2.00%45,405 —— — —
JPSE J P MORGAN EXCHANGE TRADED F $337.64万1.73%56,119 —— — —
NVDA NVIDIA CORPORATION $317.81万1.63%15,883 —— — —
CGCB CAPITAL GRP FIXED INCM ETF T $314.95万1.61%120,300 —— — —
CGDV CAPITAL GROUP DIVIDEND VALUE $291.28万1.49%59,108 —— — —
RSP INVESCO EXCHANGE TRADED FD T $251.60万1.29%11,825 —— — —
TCAF T ROWE PRICE EXCHANGE-TRADED $243.10万1.24%59,149 —— — —
AVSC AMERICAN CENTY ETF TR $242.49万1.24%33,064 —— — —
GOOGL ALPHABET INC $233.83万1.20%6,542 —— — —
IWR ISHARES TR $231.23万1.18%20,960 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $219.12万1.12%4,379 —— — —
MCD MCDONALDS CORP $211.11万1.08%7,810 —— — —
DIA STATE STR SPDR DOW JONES IND $206.30万1.06%3,950 —— — —
PHYS SPROTT ASSET MANAGEMENT LP $200.22万1.02%66,364 —— — —
FLOT ISHARES TR $195.16万1.00%38,230 —— — —
CGMU CAPITAL GRP FIXED INCM ETF T $174.62万0.89%63,567 —— — —
JPM JPMORGAN CHASE & CO $170.01万0.87%5,194 —— — —
MSFT MICROSOFT CORP $165.81万0.85%4,445 —— — —
AMZN AMAZON COM INC $162.21万0.83%6,806 —— — —
GLD SPDR GOLD TR $157.92万0.81%4,287 —— — —
VO VANGUARD INDEX FDS $147.37万0.75%18,292 —— — —
IVV ISHARES TR $146.91万0.75%1,962 —— — —
VTEB VANGUARD MUN BD FDS $140.31万0.72%27,741 —— — —
SPLV INVESCO EXCH TRADED FD TR II $138.95万0.71%18,552 —— — —
TSLA TESLA INC $135.90万0.70%3,231 —— — —
WMT WALMART INC $132.35万0.68%11,685 —— — —
AMD ADVANCED MICRO DEVICES INC $131.46万0.67%2,263 —— — —
GEV GE VERNOVA INC $125.94万0.64%1,072 —— — —
XLU SELECT SECTOR SPDR TR $123.13万0.63%27,158 —— — —
VTI VANGUARD INDEX FDS $120.12万0.61%3,246 —— — —
IJR ISHARES TR $117.46万0.60%7,920 —— — —
META META PLATFORMS INC $107.95万0.55%1,917 —— — —
PSFF PACER FDS TR $103.16万0.53%30,066 —— — —
SLV ISHARES SILVER TR $96.94万0.50%18,130 —— — —
LQD ISHARES TR $91.35万0.47%8,375 —— — —
HOOD ROBINHOOD MKTS INC $90.26万0.46%9,001 —— — —
GOOG ALPHABET INC $89.17万0.46%2,524 —— — —
CGNG CAPITAL GROUP NEW GEOGRAPHY $88.09万0.45%23,515 —— — —
QQQE DIREXION SHARES ETF TRUST $88.07万0.45%7,218 —— — —
PWR QUANTA SVCS INC $83.25万0.43%1,156 —— — —
LLY ELI LILLY & CO $78.99万0.40%658 —— — —
CRWD CROWDSTRIKE HLDGS INC $78.07万0.40%1,023 —— — —
— EXXON MOBIL CORP $76.99万0.39%5,632 —— — —
CASY CASEYS GEN STORES INC $76.78万0.39%966 —— — —
EEM ISHARES TR $71.80万0.37%10,495 —— — —
UUP INVESCO DB US DLR INDEX TR $71.65万0.37%25,220 —— — —
VEA VANGUARD TAX-MANAGED FDS $69.14万0.35%9,705 —— — —
AVGO BROADCOM INC $68.05万0.35%1,801 —— — —
VLO VALERO ENERGY CORP $67.77万0.35%2,602 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $65.67万0.34%1,375 —— — —
TCHP T ROWE PRICE EXCHANGE-TRADED $65.12万0.33%13,000 —— — —
PLTR PALANTIR TECHNOLOGIES INC $62.26万0.32%5,336 —— — —
VOE VANGUARD INDEX FDS $61.27万0.31%3,101 —— — —
CAT CATERPILLAR INC $60.63万0.31%569 —— — —
JNJ JOHNSON & JOHNSON $56.29万0.29%2,217 —— — —
VOO VANGUARD INDEX FDS $56.26万0.29%819 —— — —
ABBV ABBVIE INC $54.90万0.28%2,182 —— — —
COST COSTCO WHOLESALE CORPORATION $53.86万0.28%575 —— — —
NEE NEXTERA ENERGY INC $53.22万0.27%6,063 —— — —
CGIC CAPITAL GROUP INTERNATIONAL $52.86万0.27%14,525 —— — —
XLF SELECT SECTOR SPDR TR $52.82万0.27%9,853 —— — —
AOR ISHARES TR $51.18万0.26%7,364 —— — —
SMH VANECK ETF TRUST $50.61万0.26%772 —— — —
XLV SELECT SECTOR SPDR TR $50.43万0.26%3,179 —— — —
CGHM CAPITAL GRP FIXED INCM ETF T $49.97万0.26%19,330 —— — —
MO ALTRIA GROUP INC $49.21万0.25%6,840 —— — —
VRT VERTIV HOLDINGS CO $48.85万0.25%1,459 —— — —
VNQ VANGUARD INDEX FDS $48.59万0.25%5,039 —— — —
MS MORGAN STANLEY $46.50万0.24%2,225 —— — —
— INVESCO EXCH TRADED FD TR II $46.04万0.24%15,200 —— — —
KMI KINDER MORGAN INC DEL $45.40万0.23%14,199 —— — —
USMV ISHARES TR $45.33万0.23%4,700 —— — —
AVUV AMERICAN CENTY ETF TR $42.97万0.22%3,444 —— — —
V VISA INC $42.73万0.22%1,245 —— — —
CSCO CISCO SYS INC $41.75万0.21%3,555 —— — —
DEA EASTERLY GOVT PPTYS INC $40.56万0.21%16,270 —— — —
EMR EMERSON ELEC CO $40.50万0.21%2,830 —— — —
SPMO INVESCO EXCH TRADED FD TR II $39.17万0.20%2,425 —— — —
FV FIRST TR EXCHANGE TRADED FD $38.91万0.20%5,128 —— — —
IBIT ISHARES BITCOIN TRUST ETF $38.54万0.20%11,577 —— — —
WFC WELLS FARGO & CO $38.51万0.20%4,660 —— — —
GE GE AEROSPACE $38.23万0.20%1,023 —— — —
ETN EATON CORP PLC $36.94万0.19%867 —— — —
PG PROCTER & GAMBLE CO $36.66万0.19%2,500 —— — —
SPHQ INVESCO EXCHANGE TRADED FD T $35.36万0.18%3,925 —— — —
BPRE BLUEROCK PVT REAL ESTATE FD $34.84万0.18%26,777 —— — —
TDG TRANSDIGM GROUP INC $34.63万0.18%260 —— — —