JOURNEY STRATEGIC WEALTH LLC
SUMMIT NJ · SEC CIK 0001909316
$40.29亿2026Q1 申报市值
821持仓数
73.8%前十大占比 · 第一大 42.5%
106 / 71新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1,617.92万
AVDE 加仓+$817.00万
NVDA 加仓+$500.40万
VANGUARD NY TAX 新建仓+$317.42万
META 加仓+$300.71万
2026Q1 卖出最多 按季末市值估算
BITB 清仓-$1,423.11万
JNJ 减仓-$1,321.37万
TBIL 减仓-$1,165.79万
SPY 减仓-$1,143.04万
SSGA ACTIVE TR 减仓-$694.45万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $17.11亿 | 42.46% | 6,998,885 | -54,057 | -0.8% | -$1,321.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.64亿 | 11.53% | 714,212 | -17,576 | -2.4% | -$1,143.04万 | 减仓 |
| IVV | ISHARES TR | $3.49亿 | 8.66% | 533,947 | -10,398 | -1.9% | -$679.21万 | 减仓 |
| AAPL | APPLE INC | $2.23亿 | 5.53% | 878,194 | 11,557 | 1.3% | $293.31万 | 加仓 |
| TBIL | RBB FD INC | $4,151.26万 | 1.03% | 832,583 | -233,813 | -21.9% | -$1,165.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,948.06万 | 0.98% | 66,071 | 27,076 | 69.4% | $1,617.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,941.37万 | 0.98% | 106,475 | -2,866 | -2.6% | -$106.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,909.36万 | 0.97% | 224,161 | 28,693 | 14.7% | $500.40万 | 加仓 |
| PEP | PEPSICO INC | $3,405.84万 | 0.85% | 219,322 | -583 | -0.3% | -$9.05万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,186.19万 | 0.79% | 563,131 | 42,648 | 8.2% | $241.30万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,968.92万 | 0.74% | 349,944 | 96,299 | 38.0% | $817.00万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $2,613.19万 | 0.65% | 901,723 | 71,809 | 8.7% | $208.10万 | 加仓 |
| IJH | ISHARES TR | $2,587.43万 | 0.64% | 383,153 | -2,894 | -0.7% | -$19.54万 | 减仓 |
| TLT | ISHARES TR | $2,432.14万 | 0.60% | 280,556 | 1,864 | 0.7% | $16.16万 | 加仓 |
| AVGO | BROADCOM INC | $2,423.60万 | 0.60% | 78,305 | 1,317 | 1.7% | $40.76万 | 加仓 |
| AMZN | AMAZON COM INC | $2,123.11万 | 0.53% | 101,941 | 10,092 | 11.0% | $210.18万 | 加仓 |
| QUAL | ISHARES TR | $2,050.99万 | 0.51% | 106,928 | 2,943 | 2.8% | $56.45万 | 加仓 |
| IJR | ISHARES TR | $2,030.16万 | 0.50% | 163,315 | -506 | -0.3% | -$6.29万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,015.91万 | 0.50% | 347,188 | -20,316 | -5.5% | -$117.96万 | 减仓 |
| MTUM | ISHARES TR | $1,967.85万 | 0.49% | 81,997 | 1,347 | 1.7% | $32.33万 | 加仓 |
| GOOGL | ALPHABET INC | $1,848.36万 | 0.46% | 64,277 | 3,947 | 6.5% | $113.50万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,783.18万 | 0.44% | 380,778 | 18,147 | 5.0% | $84.98万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,741.33万 | 0.43% | 187,866 | -23,508 | -11.1% | -$217.90万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,728.15万 | 0.43% | 72,728 | 154 | 0.2% | $3.66万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,703.70万 | 0.42% | 283,384 | 3,232 | 1.2% | $19.43万 | 加仓 |
| META | META PLATFORMS INC | $1,534.49万 | 0.38% | 26,821 | 5,256 | 24.4% | $300.71万 | 加仓 |
| IWB | ISHARES TR | $1,480.91万 | 0.37% | 41,533 | 901 | 2.2% | $32.13万 | 加仓 |
| GOOG | ALPHABET INC | $1,339.94万 | 0.33% | 46,711 | 2,616 | 5.9% | $75.04万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $1,154.93万 | 0.29% | 524,652 | 8,455 | 1.6% | $18.61万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,128.20万 | 0.28% | 102,128 | -681 | -0.7% | -$7.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,102.87万 | 0.27% | 37,493 | 2,190 | 6.2% | $64.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,026.55万 | 0.25% | 21,422 | 3,732 | 21.1% | $178.84万 | 加仓 |
| TSLA | TESLA INC | $961.91万 | 0.24% | 25,875 | 2,469 | 10.5% | $91.79万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $899.02万 | 0.22% | 195,143 | 2,824 | 1.5% | $13.01万 | 加仓 |
| IWY | ISHARES TR | $761.28万 | 0.19% | 30,593 | -676 | -2.2% | -$16.82万 | 减仓 |
| — | EXXON MOBIL CORP | $757.00万 | 0.19% | 44,618 | 3,875 | 9.5% | $65.74万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $740.17万 | 0.18% | 146,105 | 5,032 | 3.6% | $25.49万 | 加仓 |
| LLY | ELI LILLY & CO | $687.15万 | 0.17% | 7,471 | 1,068 | 16.7% | $98.23万 | 加仓 |
| AINP | ALLSPRING EXCHANGE TRADED FU | $680.51万 | 0.17% | 273,760 | 6,566 | 2.5% | $16.32万 | 加仓 |
| HD | HOME DEPOT INC | $678.85万 | 0.17% | 20,641 | 1,504 | 7.9% | $49.46万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $671.56万 | 0.17% | 12,829 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $669.57万 | 0.17% | 6,719 | 1,536 | 29.6% | $153.07万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $669.57万 | 0.17% | 254,588 | 9,935 | 4.1% | $26.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $613.36万 | 0.15% | 29,645 | 1,715 | 6.1% | $35.48万 | 加仓 |
| WMT | WALMART INC | $576.39万 | 0.14% | 46,378 | 1,943 | 4.4% | $24.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $556.21万 | 0.14% | 18,388 | 328 | 1.8% | $9.92万 | 加仓 |
| ABBV | ABBVIE INC | $542.15万 | 0.13% | 24,928 | 1,849 | 8.0% | $40.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $526.98万 | 0.13% | 9,130 | 616 | 7.2% | $35.56万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $488.45万 | 0.12% | 14,458 | 3,165 | 28.0% | $106.93万 | 加仓 |
| V | VISA INC | $482.90万 | 0.12% | 15,977 | -1,500 | -8.6% | -$45.34万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $464.96万 | 0.12% | 192,888 | 54,216 | 39.1% | $130.69万 | 加仓 |
| IQDG | WISDOMTREE TR | $464.39万 | 0.12% | 115,693 | -1,885 | -1.6% | -$7.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $450.51万 | 0.11% | 31,190 | 5,859 | 23.1% | $84.63万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $442.86万 | 0.11% | 26,784 | 3,706 | 16.1% | $61.28万 | 加仓 |
| MCD | MCDONALDS CORP | $442.77万 | 0.11% | 14,246 | 2,616 | 22.5% | $81.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $439.16万 | 0.11% | 18,118 | -1,064 | -5.5% | -$25.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $434.53万 | 0.11% | 8,696 | 2,345 | 36.9% | $117.18万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $432.94万 | 0.11% | 74,414 | 5,040 | 7.3% | $29.32万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $427.08万 | 0.11% | 169,612 | 2,026 | 1.2% | $5.10万 | 加仓 |
| USMV | ISHARES TR | $407.76万 | 0.10% | 43,967 | 450 | 1.0% | $4.17万 | 加仓 |
| NFLX | NETFLIX INC. | $406.20万 | 0.10% | 42,246 | 16,072 | 61.4% | $154.53万 | 加仓 |
| EFG | ISHARES TR | $402.12万 | 0.10% | 36,107 | -39 | -0.1% | -$4,343 | 减仓 |
| MRK | MERCK & CO INC | $385.87万 | 0.10% | 32,079 | 1,321 | 4.3% | $15.89万 | 加仓 |
| AMAT | APPLIED MATLS INC | $376.06万 | 0.09% | 11,002 | 329 | 3.1% | $11.25万 | 加仓 |
| CAT | CATERPILLAR INC | $366.25万 | 0.09% | 5,170 | 226 | 4.6% | $16.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $363.35万 | 0.09% | 11,326 | -783 | -6.5% | -$25.12万 | 减仓 |
| IEMG | ISHARES INC | $355.34万 | 0.09% | 50,945 | 3,973 | 8.5% | $27.71万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $336.41万 | 0.08% | 4,787 | 14 | 0.3% | $9,839 | 加仓 |
| KLAC | KLA CORP | $319.67万 | 0.08% | 2,171 | 58 | 2.7% | $8.54万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $317.42万 | 0.08% | 30,983 | 30,983 | — | $317.42万 | 新建仓 |
| RTX | RTX CORPORATION | $312.91万 | 0.08% | 16,221 | 1,716 | 11.8% | $33.10万 | 加仓 |
| CSCO | CISCO SYS INC | $310.84万 | 0.08% | 40,061 | 1,769 | 4.6% | $13.73万 | 加仓 |
| BAC | BANK AMERICA CORP | $309.15万 | 0.08% | 63,415 | 11,975 | 23.3% | $58.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $294.79万 | 0.07% | 14,491 | 750 | 5.5% | $15.26万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $285.24万 | 0.07% | 72,107 | 4,078 | 6.0% | $16.13万 | 加仓 |
| ESGU | ISHARES TR | $273.96万 | 0.07% | 19,372 | -411 | -2.1% | -$5.81万 | 减仓 |
| ORCL | ORACLE CORP | $271.53万 | 0.07% | 18,457 | 1,566 | 9.3% | $23.04万 | 加仓 |
| GE | GE AEROSPACE | $269.17万 | 0.07% | 9,485 | 1,381 | 17.0% | $39.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $267.53万 | 0.07% | 18,289 | 1,547 | 9.2% | $22.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $266.52万 | 0.07% | 3,150 | 357 | 12.8% | $30.21万 | 加仓 |
| LIN | LINDE PLC | $265.79万 | 0.07% | 5,361 | 2,469 | 85.4% | $122.41万 | 加仓 |
| XSOE | WISDOMTREE TR | $264.19万 | 0.07% | 65,882 | -873 | -1.3% | -$3.50万 | 减仓 |
| COHR | COHERENT CORP | $259.55万 | 0.06% | 10,896 | 353 | 3.3% | $8.41万 | 加仓 |
| IXP | ISHARES TR | $253.13万 | 0.06% | 22,038 | -555 | -2.5% | -$6.37万 | 减仓 |
| BOXX | EA SERIES TRUST | $251.83万 | 0.06% | 21,656 | 7,576 | 53.8% | $88.10万 | 加仓 |
| CMF | ISHARES TR | $251.50万 | 0.06% | 44,231 | 2,388 | 5.7% | $13.58万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $251.05万 | 0.06% | 20,914 | -4,669 | -18.3% | -$56.05万 | 减仓 |
| TJX | TJX COS INC NEW | $247.77万 | 0.06% | 15,515 | 2,507 | 19.3% | $40.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $247.47万 | 0.06% | 31,085 | 5,943 | 23.6% | $47.31万 | 加仓 |
| IWF | ISHARES TR | $243.89万 | 0.06% | 5,720 | -79 | -1.4% | -$3.37万 | 减仓 |
| MPC | MARATHON PETE CORP | $241.10万 | 0.06% | 9,874 | 285 | 3.0% | $6.96万 | 加仓 |
| MUB | ISHARES TR | $240.07万 | 0.06% | 22,616 | -672 | -2.9% | -$7.13万 | 减仓 |
| GEV | GE VERNOVA INC | $237.25万 | 0.06% | 2,718 | -68 | -2.4% | -$5.94万 | 减仓 |
| EEMV | ISHARES INC | $237.12万 | 0.06% | 36,631 | -391 | -1.1% | -$2.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $236.61万 | 0.06% | 47,134 | 6,010 | 14.6% | $30.17万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $229.93万 | 0.06% | 30,041 | 2,863 | 10.5% | $21.91万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $227.78万 | 0.06% | 24,422 | -390 | -1.6% | -$3.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $217.49万 | 0.05% | 23,416 | 2,352 | 11.2% | $21.85万 | 加仓 |
| KO | COCA COLA CO | $215.85万 | 0.05% | 28,383 | 4,767 | 20.2% | $36.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $215.73万 | 0.05% | 33,666 | -1,353 | -3.9% | -$8.67万 | 减仓 |