SimpliFi, Inc.
SAN DIEGO CA · SEC CIK 0001716983
$2.53亿2026Q2 申报市值
45持仓数
86.1%前十大占比 · 第一大 20.4%
2 / 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
BND 加仓+$77.92万
WMT 新建仓+$53.90万
QEFA 加仓+$34.24万
VT 新建仓+$33.12万
VIG 加仓+$23.83万
2026Q2 卖出最多 按季末市值估算
WISDOMTREE TR 减仓-$40.08万
RSP 减仓-$37.85万
IWM 减仓-$24.52万
VTI 减仓-$13.43万
ISHARES U S ETF 减仓-$10.38万
2026Q2 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 | $5,154.23万 | 20.37% | 702,115 | 10,614 | 1.5% | $77.92万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,603.39万 | 14.24% | 169,356 | -1,779 | -1.0% | -$37.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,528.40万 | 9.99% | 106,855 | 1,007 | 1.0% | $23.83万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $2,380.20万 | 9.41% | 247,899 | 3,566 | 1.5% | $34.24万 | 加仓 |
| IEF | ISHARES TR | $2,189.43万 | 8.65% | 231,514 | -581 | -0.3% | -$5.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,584.26万 | 6.26% | 21,215 | 78 | 0.4% | $5.82万 | 加仓 |
| — | WISDOMTREE TR | $1,344.59万 | 5.31% | 329,152 | -9,812 | -2.9% | -$40.08万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,057.11万 | 4.18% | 179,233 | 2,859 | 1.6% | $16.86万 | 加仓 |
| BOND | PIMCO ETF TR | $994.79万 | 3.93% | 107,883 | 1,299 | 1.2% | $11.98万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $949.16万 | 3.75% | 188,962 | 478 | 0.3% | $2.40万 | 加仓 |
| IWM | ISHARES TR | $916.12万 | 3.62% | 30,492 | -816 | -2.6% | -$24.52万 | 减仓 |
| QUAL | ISHARES TR | $396.19万 | 1.57% | 18,055 | 96 | 0.5% | $2.11万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $210.11万 | 0.83% | 85,725 | -415 | -0.5% | -$1.02万 | 减仓 |
| CMF | ISHARES TR | $183.95万 | 0.73% | 31,914 | -928 | -2.8% | -$5.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $180.45万 | 0.71% | 4,876 | -363 | -6.9% | -$13.43万 | 减仓 |
| AOR | ISHARES TR | $143.79万 | 0.57% | 20,690 | 339 | 1.7% | $2.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $128.15万 | 0.51% | 30,267 | 280 | 0.9% | $1.19万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $108.78万 | 0.43% | 44,856 | 369 | 0.8% | $8,948 | 加仓 |
| — | ISHARES U S ETF TR | $95.56万 | 0.38% | 36,360 | -3,948 | -9.8% | -$10.38万 | 减仓 |
| — | VANECK ETF TRUST | $91.57万 | 0.36% | 40,987 | 2,388 | 6.2% | $5.33万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $77.51万 | 0.31% | 30,468 | 352 | 1.2% | $8,955 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $74.65万 | 0.30% | 9,853 | 153 | 1.6% | $1.16万 | 加仓 |
| AOA | ISHARES TR | $72.87万 | 0.29% | 7,466 | 411 | 5.8% | $4.01万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $56.54万 | 0.22% | 9,439 | 368 | 4.1% | $2.20万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.24万 | 0.22% | 6,579 | -805 | -10.9% | -$6.88万 | 减仓 |
| WMT | WALMART INC | $53.90万 | 0.21% | 4,759 | 4,759 | — | $53.90万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $51.20万 | 0.20% | 23,063 | 319 | 1.4% | $7,082 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $50.12万 | 0.20% | 1,654 | 2 | 0.1% | $606 | 加仓 |
| SPYD | SPDR SERIES TRUST | $49.04万 | 0.19% | 10,280 | 116 | 1.1% | $5,534 | 加仓 |
| AOM | ISHARES TR | $46.58万 | 0.18% | 9,337 | 252 | 2.8% | $1.26万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $45.08万 | 0.18% | 12,341 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $44.95万 | 0.18% | 7,959 | 175 | 2.2% | $9,884 | 加仓 |
| TLT | ISHARES TR | $42.47万 | 0.17% | 4,914 | -18 | -0.4% | -$1,556 | 减仓 |
| LQD | ISHARES TR | $39.27万 | 0.16% | 3,600 | 42 | 1.2% | $4,581 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.78万 | 0.15% | 8,516 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.12万 | 0.13% | 2,110 | 2,110 | — | $33.12万 | 新建仓 |
| SRE | SEMPRA | $30.70万 | 0.12% | 3,311 | 23 | 0.7% | $2,132 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.64万 | 0.12% | 12,312 | 68 | 0.6% | $1,692 | 加仓 |
| SPSB | SPDR SERIES TRUST | $30.33万 | 0.12% | 10,108 | -1,269 | -11.2% | -$3.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.21万 | 0.12% | 1,386 | -129 | -8.5% | -$2.81万 | 减仓 |
| BIL | SPDR SERIES TRUST | $26.72万 | 0.11% | 2,916 | 25 | 0.9% | $2,291 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.23万 | 0.09% | 456 | -44 | -8.8% | -$2.24万 | 减仓 |
| SHY | ISHARES TR | $22.23万 | 0.09% | 2,707 | 24 | 0.9% | $1,971 | 加仓 |
| IGSB | ISHARES TR | $22.01万 | 0.09% | 4,199 | 47 | 1.1% | $2,464 | 加仓 |
| — | GRANITESHARES ETF TR | $16.07万 | 0.06% | 13,924 | 375 | 2.8% | $4,329 | 加仓 |