SimpliFi, Inc.
SAN DIEGO CA · SEC CIK 0001716983
$2.38亿2026Q1 申报市值
43持仓数
86.6%前十大占比 · 第一大 21.4%
0 / 0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
BND 加仓+$85.82万
VIG 加仓+$21.51万
VGIT 加仓+$15.38万
VTIP 加仓+$12.21万
SPY 加仓+$11.84万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$7.72万
ISHARES U S ETF 减仓-$4.39万
IWM 减仓-$4.17万
NOC 减仓-$4.02万
GRANITESHARES ET 减仓-$2.75万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $5,092.22万 | 21.38% | 691,501 | 11,654 | 1.7% | $85.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,284.42万 | 13.79% | 171,135 | -402 | -0.2% | -$7.72万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $2,278.89万 | 9.57% | 244,333 | 736 | 0.3% | $6.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,276.36万 | 9.56% | 105,848 | 1,000 | 1.0% | $21.51万 | 加仓 |
| IEF | ISHARES TR | $2,215.12万 | 9.30% | 232,095 | 222 | 0.1% | $2.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,374.65万 | 5.77% | 21,137 | 182 | 0.9% | $11.84万 | 加仓 |
| — | WISDOMTREE TR | $1,122.74万 | 4.71% | 338,964 | 655 | 0.2% | $2.17万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,050.31万 | 4.41% | 176,374 | 2,583 | 1.5% | $15.38万 | 加仓 |
| BOND | PIMCO ETF TR | $983.56万 | 4.13% | 106,584 | 1,272 | 1.2% | $11.74万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $941.48万 | 3.95% | 188,484 | 2,445 | 1.3% | $12.21万 | 加仓 |
| IWM | ISHARES TR | $776.45万 | 3.26% | 31,308 | -168 | -0.5% | -$4.17万 | 减仓 |
| QUAL | ISHARES TR | $344.48万 | 1.45% | 17,959 | 195 | 1.1% | $3.74万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $205.62万 | 0.86% | 86,140 | 3,208 | 3.9% | $7.66万 | 加仓 |
| CMF | ISHARES TR | $186.74万 | 0.78% | 32,842 | 1,149 | 3.6% | $6.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $168.06万 | 0.71% | 5,239 | 262 | 5.3% | $8.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $150.54万 | 0.63% | 29,987 | 486 | 1.6% | $2.44万 | 加仓 |
| AOR | ISHARES TR | $130.96万 | 0.55% | 20,351 | 1,504 | 8.0% | $9.68万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $106.37万 | 0.45% | 44,487 | 228 | 0.5% | $5,452 | 加仓 |
| — | ISHARES U S ETF TR | $105.34万 | 0.44% | 40,308 | -1,678 | -4.0% | -$4.39万 | 减仓 |
| — | VANECK ETF TRUST | $82.99万 | 0.35% | 38,599 | 1,124 | 3.0% | $2.42万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $74.69万 | 0.31% | 30,116 | 224 | 0.7% | $5,555 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $67.62万 | 0.28% | 9,700 | 194 | 2.0% | $1.35万 | 加仓 |
| AOA | ISHARES TR | $62.43万 | 0.26% | 7,055 | 243 | 3.6% | $2.15万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.93万 | 0.24% | 7,384 | 215 | 3.0% | $1.66万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $52.50万 | 0.22% | 9,071 | 195 | 2.2% | $1.13万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $50.60万 | 0.21% | 22,744 | 205 | 0.9% | $4,560 | 加仓 |
| SPYD | SPDR SERIES TRUST | $46.27万 | 0.19% | 10,164 | 101 | 1.0% | $4,597 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $44.12万 | 0.19% | 7,784 | 149 | 2.0% | $8,445 | 加仓 |
| AOM | ISHARES TR | $43.04万 | 0.18% | 9,085 | 786 | 9.5% | $3.72万 | 加仓 |
| TLT | ISHARES TR | $42.76万 | 0.18% | 4,932 | 147 | 3.1% | $1.27万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $41.68万 | 0.17% | 12,341 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $39.26万 | 0.16% | 1,652 | -9 | -0.5% | -$2,139 | 减仓 |
| LQD | ISHARES TR | $38.78万 | 0.16% | 3,558 | 25 | 0.7% | $2,725 | 加仓 |
| SPSB | SPDR SERIES TRUST | $34.21万 | 0.14% | 11,377 | -360 | -3.1% | -$1.08万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $34.10万 | 0.14% | 500 | -59 | -10.6% | -$4.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $33.09万 | 0.14% | 8,516 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $31.95万 | 0.13% | 3,288 | 23 | 0.7% | $2,235 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.45万 | 0.13% | 12,244 | 60 | 0.5% | $1,492 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.73万 | 0.12% | 1,515 | -52 | -3.3% | -$1.02万 | 减仓 |
| BIL | SPDR SERIES TRUST | $26.49万 | 0.11% | 2,891 | 17 | 0.6% | $1,558 | 加仓 |
| SHY | ISHARES TR | $22.16万 | 0.09% | 2,683 | 15 | 0.6% | $1,239 | 加仓 |
| IGSB | ISHARES TR | $21.82万 | 0.09% | 4,152 | 31 | 0.8% | $1,629 | 加仓 |
| — | GRANITESHARES ETF TR | $15.65万 | 0.07% | 13,549 | -2,379 | -14.9% | -$2.75万 | 减仓 |