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Quantum Financial Advisors, LLC 13F 持仓 · 2026年Q2

Quantum Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 251 只证券,申报市值合计 10.11 亿美元。前几大持仓:AVUS(11.50%)、DFSU(10.98%)、DCOR(7.26%)。本季前 25 大持仓中:增持 15 只、减持 10 只。

排名代码公司市值占组合股数变动
1AVUSAMERICAN CENTY ETF TR$116.2M11.50%907,573增持
2DFSUDIMENSIONAL ETF TRUST$111.0M10.98%2.4M减持
3DCORDIMENSIONAL ETF TRUST$73.4M7.26%894,764增持
4AVDEAMERICAN CENTY ETF TR$41.3M4.09%463,319增持
5DFSIDIMENSIONAL ETF TRUST$37.5M3.71%831,098减持
6AAPLAPPLE INC$34.5M3.42%119,335减持
7AVEMAMERICAN CENTY ETF TR$33.3M3.30%345,315减持
8DFSBDIMENSIONAL ETF TRUST$28.2M2.79%540,560增持
9DFSEDIMENSIONAL ETF TRUST$25.8M2.56%528,686减持
10DFAUDIMENSIONAL ETF TRUST$25.6M2.53%494,933增持
11AVREAMERICAN CENTY ETF TR$21.6M2.13%455,253增持
12DFGPDIMENSIONAL ETF TRUST$21.4M2.11%392,244增持
13AVDVAMERICAN CENTY ETF TR$21.2M2.10%205,867增持
14AVUVAMERICAN CENTY ETF TR$20.5M2.03%164,378增持
15DISVDIMENSIONAL ETF TRUST$19.3M1.91%482,001增持
16DFGRDIMENSIONAL ETF TRUST$18.9M1.87%653,829增持
17VMBSVANGUARD SCOTTSDALE FDS$18.8M1.86%401,594增持
18DFATDIMENSIONAL ETF TRUST$17.6M1.74%251,645减持
19DFAIDIMENSIONAL ETF TRUST$17.0M1.68%412,249减持
20GLDMWORLD GOLD TR$13.2M1.31%166,254减持
21DFAEDIMENSIONAL ETF TRUST$9.7M0.96%241,153减持
22IBIEISHARES TR$9.7M0.96%368,799增持
23OEFISHARES TR$9.7M0.96%404,718减持
24IBIDISHARES TR$9.6M0.95%365,365增持
25IBIFISHARES TR$9.0M0.89%343,768增持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR