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 |
|---|---|---|---|---|---|---|---|---|
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -299,225 | -100.0% | -$1,423.11万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -70,716 | -100.0% | -$231.94万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -21,717 | -100.0% | -$102.20万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,117 | -100.0% | -$75.27万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,694 | -100.0% | -$67.92万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -5,110 | -100.0% | -$65.14万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -9,666 | -100.0% | -$64.89万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -12,804 | -100.0% | -$48.74万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,636 | -100.0% | -$48.34万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -6,939 | -100.0% | -$43.00万 | 清仓 |
| — | GRANITESHARES PLATINUM TR | $0 | 0.00% | 0 | -21,300 | -100.0% | -$42.02万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -8,911 | -100.0% | -$41.27万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$39.33万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -3,810 | -100.0% | -$38.44万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,089 | -100.0% | -$37.35万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,422 | -100.0% | -$36.41万 | 清仓 |
| LRGE | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -4,230 | -100.0% | -$34.83万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -3,572 | -100.0% | -$34.30万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -7,371 | -100.0% | -$34.28万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -2,339 | -100.0% | -$33.86万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -1,017 | -100.0% | -$33.43万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,898 | -100.0% | -$33.28万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,318 | -100.0% | -$31.76万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,902 | -100.0% | -$30.84万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,056 | -100.0% | -$29.92万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -6,087 | -100.0% | -$29.50万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -6,808 | -100.0% | -$29.17万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -8,798 | -100.0% | -$28.57万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -3,036 | -100.0% | -$26.21万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -4,180 | -100.0% | -$26.12万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,565 | -100.0% | -$25.64万 | 清仓 |
| PLUG | PLUG POWER INC | $0 | 0.00% | 0 | -129,386 | -100.0% | -$25.49万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -5,992 | -100.0% | -$25.43万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -2,393 | -100.0% | -$24.89万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | -11,186 | -100.0% | -$24.67万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -7,212 | -100.0% | -$24.00万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,727 | -100.0% | -$23.53万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -1,828 | -100.0% | -$23.01万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,821 | -100.0% | -$22.90万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -8,174 | -100.0% | -$22.72万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | -10,113 | -100.0% | -$22.57万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,578 | -100.0% | -$22.41万 | 清仓 |
| HEGD | LISTED FDS TR | $0 | 0.00% | 0 | -8,831 | -100.0% | -$22.26万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,223 | -100.0% | -$22.18万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -3,487 | -100.0% | -$22.13万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -158 | -100.0% | -$22.03万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -4,397 | -100.0% | -$22.01万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,545 | -100.0% | -$21.93万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -2,272 | -100.0% | -$21.66万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -3,220 | -100.0% | -$21.55万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -1,741 | -100.0% | -$21.25万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -878 | -100.0% | -$21.24万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -2,049 | -100.0% | -$21.04万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -881 | -100.0% | -$21.01万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -927 | -100.0% | -$20.90万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,140 | -100.0% | -$20.67万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,035 | -100.0% | -$20.53万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,040 | -100.0% | -$20.24万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -2,263 | -100.0% | -$20.17万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -4,397 | -100.0% | -$20.17万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -4,819 | -100.0% | -$20.09万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -5,198 | -100.0% | -$20.04万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -417 | -100.0% | -$20.02万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -10,022 | -100.0% | -$19.40万 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -10,950 | -100.0% | -$18.89万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -10,819 | -100.0% | -$11.92万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -15,081 | -100.0% | -$10.81万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -13,021 | -100.0% | -$10.51万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | -25,157 | -100.0% | -$7.12万 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -10,001 | -100.0% | -$4.55万 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$500 | 清仓 |
| — | BEYOND MEAT INC | $8,359 | 0.00% | 11,915 | 11,915 | — | $8,359 | 新建仓 |
| SABR | SABRE CORP | $1.46万 | 0.00% | 10,057 | 10,057 | — | $1.46万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $1.94万 | 0.00% | 10,865 | 856 | 8.6% | $1,532 | 加仓 |
| — | MILESTONE PHARMACEUTICALS IN | $2.38万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $2.52万 | 0.00% | 11,887 | -1,614 | -12.0% | -$3,422 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $3.91万 | 0.00% | 10,826 | 0 | 0.0% | — | 不变 |
| — | BLUE RIDGE BANKSHARES INC VA | $4.56万 | 0.00% | 10,850 | -3 | -0.0% | -$13 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $4.84万 | 0.00% | 10,448 | 96 | 0.9% | $444 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.46万 | 0.00% | 10,846 | 10,846 | — | $5.46万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $6.47万 | 0.00% | 18,850 | 18,850 | — | $6.47万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $6.81万 | 0.00% | 21,150 | 7,898 | 59.6% | $2.54万 | 加仓 |
| CXM | SPRINKLR INC | $7.62万 | 0.00% | 12,705 | 12,705 | — | $7.62万 | 新建仓 |
| AVTR | AVANTOR INC | $7.95万 | 0.00% | 10,140 | 10,140 | — | $7.95万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $8.23万 | 0.00% | 10,476 | 10,476 | — | $8.23万 | 新建仓 |
| — | ELME COMMUNITIES | $9.47万 | 0.00% | 47,110 | 47,110 | — | $9.47万 | 新建仓 |
| GNW | GENWORTH FINL INC | $9.81万 | 0.00% | 12,078 | 287 | 2.4% | $2,330 | 加仓 |
| WEN | WENDYS CO | $10.14万 | 0.00% | 14,589 | 14,589 | — | $10.14万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $10.95万 | 0.00% | 11,521 | 11,521 | — | $10.95万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $11.16万 | 0.00% | 10,160 | 10,160 | — | $11.16万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $11.31万 | 0.00% | 15,856 | 230 | 1.5% | $1,640 | 加仓 |
| — | BLACKROCK MUNIYIELD PA QUALI | $11.95万 | 0.00% | 10,833 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $12.10万 | 0.00% | 11,176 | 456 | 4.3% | $4,938 | 加仓 |
| WU | WESTERN UN CO | $12.17万 | 0.00% | 13,935 | 1,804 | 14.9% | $1.57万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.70万 | 0.00% | 16,000 | 16,000 | — | $12.70万 | 新建仓 |
| NEOG | NEOGEN CORP | $13.38万 | 0.00% | 14,403 | 328 | 2.3% | $3,047 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $14.13万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $14.34万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $14.59万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | TOWNSQUARE MEDIA INC | $14.82万 | 0.00% | 27,300 | 8,500 | 45.2% | $4.62万 | 加仓 |