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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $208.12万 | 0.05% | 5,915 | 743 | 14.4% | $26.14万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $205.18万 | 0.05% | 62,269 | 7,135 | 12.9% | $23.51万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $204.58万 | 0.05% | 44,580 | -1,178 | -2.6% | -$5.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.74万 | 0.05% | 37,139 | 1,628 | 4.6% | $8.80万 | 加仓 |
| UNP | UNION PAC CORP | $190.82万 | 0.05% | 7,865 | 240 | 3.1% | $5.82万 | 加仓 |
| C | CITIGROUP INC | $190.59万 | 0.05% | 16,805 | 3,718 | 28.4% | $42.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $189.64万 | 0.05% | 5,611 | -327 | -5.5% | -$11.05万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $189.57万 | 0.05% | 8,872 | 687 | 8.4% | $14.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $187.46万 | 0.05% | 30,600 | -8,507 | -21.8% | -$52.11万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $187.11万 | 0.05% | 3,807 | 390 | 11.4% | $19.17万 | 加仓 |
| JSTC | TIDAL TRUST I | $186.30万 | 0.05% | 95,585 | 6,877 | 7.8% | $13.40万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $183.50万 | 0.05% | 23,445 | -1,542 | -6.2% | -$12.07万 | 减仓 |
| CRM | SALESFORCE INC | $177.01万 | 0.04% | 9,482 | 3,604 | 61.3% | $67.28万 | 加仓 |
| SUB | ISHARES TR | $176.73万 | 0.04% | 16,594 | -351 | -2.1% | -$3.74万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $174.89万 | 0.04% | 27,726 | 27,726 | — | $174.89万 | 新建仓 |
| DE | DEERE & CO | $174.49万 | 0.04% | 3,098 | 654 | 26.8% | $36.84万 | 加仓 |
| DIS | DISNEY WALT CO | $173.93万 | 0.04% | 18,046 | -5,545 | -23.5% | -$53.44万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $173.00万 | 0.04% | 10,791 | 2,068 | 23.7% | $33.15万 | 加仓 |
| GLD | SPDR GOLD TR | $171.31万 | 0.04% | 3,981 | -10 | -0.3% | -$4,303 | 减仓 |
| INTC | INTEL CORP | $170.86万 | 0.04% | 38,717 | 2,588 | 7.2% | $11.42万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $169.75万 | 0.04% | 21,203 | 16,783 | 379.7% | $134.36万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $168.17万 | 0.04% | 33,708 | 11,540 | 52.1% | $57.57万 | 加仓 |
| SNDK | SANDISK CORP | $167.22万 | 0.04% | 2,632 | -159 | -5.7% | -$10.10万 | 减仓 |
| IYW | ISHARES TR | $167.20万 | 0.04% | 9,216 | 898 | 10.8% | $16.29万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $164.36万 | 0.04% | 11,794 | 1,616 | 15.9% | $22.52万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $164.19万 | 0.04% | 8,555 | -161 | -1.8% | -$3.09万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $163.52万 | 0.04% | 61,846 | 728 | 1.2% | $1.92万 | 加仓 |
| PFE | PFIZER INC | $161.62万 | 0.04% | 57,557 | 5,905 | 11.4% | $16.58万 | 加仓 |
| IEFA | ISHARES TR | $161.42万 | 0.04% | 17,831 | -80 | -0.4% | -$7,242 | 减仓 |
| MKSI | MKS INC. | $152.62万 | 0.04% | 6,641 | 189 | 2.9% | $4.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $151.45万 | 0.04% | 11,566 | 1,596 | 16.0% | $20.90万 | 加仓 |
| FDX | FEDEX CORP | $151.40万 | 0.04% | 4,250 | 744 | 21.2% | $26.50万 | 加仓 |
| T | AT&T INC | $150.40万 | 0.04% | 51,879 | 7,468 | 16.8% | $21.65万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $149.69万 | 0.04% | 5,534 | 574 | 11.6% | $15.53万 | 加仓 |
| — | HONEYWELL INTL INC | $147.62万 | 0.04% | 6,531 | 2,145 | 48.9% | $48.48万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $147.46万 | 0.04% | 5,450 | -1,484 | -21.4% | -$40.15万 | 减仓 |
| CB | CHUBB LTD SWITZ | $145.86万 | 0.04% | 4,475 | 739 | 19.8% | $24.09万 | 加仓 |
| DHR | DANAHER CORP DEL | $145.50万 | 0.04% | 7,674 | 1,499 | 24.3% | $28.42万 | 加仓 |
| ADBE | ADOBE INC | $145.05万 | 0.04% | 5,967 | 2,875 | 93.0% | $69.89万 | 加仓 |
| — | SSGA ACTIVE TR | $141.14万 | 0.04% | 33,163 | -163,170 | -83.1% | -$694.45万 | 减仓 |
| NULV | NUSHARES ETF TR | $138.32万 | 0.03% | 30,399 | 911 | 3.1% | $4.15万 | 加仓 |
| MS | MORGAN STANLEY | $137.48万 | 0.03% | 8,354 | 99 | 1.2% | $1.63万 | 加仓 |
| BA | BOEING CO | $135.03万 | 0.03% | 6,784 | 970 | 16.7% | $19.31万 | 加仓 |
| COP | CONOCOPHILLIPS | $134.21万 | 0.03% | 10,167 | 3,002 | 41.9% | $39.63万 | 加仓 |
| FIX | COMFORT SYS USA INC | $133.62万 | 0.03% | 969 | 86 | 9.7% | $11.86万 | 加仓 |
| PAYX | PAYCHEX INC | $133.07万 | 0.03% | 14,445 | 3,080 | 27.1% | $28.37万 | 加仓 |
| LOW | LOWES COS INC | $132.88万 | 0.03% | 5,624 | 69 | 1.2% | $1.63万 | 加仓 |
| BLK | BLACKROCK INC | $132.58万 | 0.03% | 1,379 | 345 | 33.4% | $33.17万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $132.45万 | 0.03% | 27,565 | 830 | 3.1% | $3.99万 | 加仓 |
| CME | CME GROUP INC | $130.85万 | 0.03% | 4,430 | 598 | 15.6% | $17.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $130.17万 | 0.03% | 2,154 | 504 | 30.5% | $30.46万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $130.02万 | 0.03% | 11,353 | 113 | 1.0% | $1.29万 | 加仓 |
| IVE | ISHARES TR | $129.84万 | 0.03% | 6,149 | -401 | -6.1% | -$8.47万 | 减仓 |
| PGR | PROGRESSIVE CORP | $126.68万 | 0.03% | 6,390 | 1,570 | 32.6% | $31.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $126.38万 | 0.03% | 20,837 | 8,629 | 70.7% | $52.34万 | 加仓 |
| SPGI | S&P GLOBAL INC | $124.98万 | 0.03% | 2,938 | 785 | 36.5% | $33.39万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $124.04万 | 0.03% | 89,111 | -43,950 | -33.0% | -$61.18万 | 减仓 |
| VLUE | ISHARES TR | $123.41万 | 0.03% | 8,679 | -438 | -4.8% | -$6.23万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $121.43万 | 0.03% | 1,572 | 265 | 20.3% | $20.47万 | 加仓 |
| INTU | INTUIT | $120.36万 | 0.03% | 2,784 | 1,063 | 61.8% | $45.96万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $115.65万 | 0.03% | 8,545 | -82 | -1.0% | -$1.11万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $114.97万 | 0.03% | 12,234 | 1,798 | 17.2% | $16.90万 | 加仓 |
| MCK | MCKESSON CORP | $114.49万 | 0.03% | 1,323 | 268 | 25.4% | $23.19万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $112.85万 | 0.03% | 5,691 | -348 | -5.8% | -$6.90万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $111.32万 | 0.03% | 6,417 | 1,693 | 35.8% | $29.37万 | 加仓 |
| ITOT | ISHARES TR | $109.76万 | 0.03% | 7,706 | -36 | -0.5% | -$5,127 | 减仓 |
| MDT | MEDTRONIC PLC | $109.74万 | 0.03% | 12,664 | 2,584 | 25.6% | $22.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $109.69万 | 0.03% | 7,481 | -809 | -9.8% | -$11.86万 | 减仓 |
| NOW | SERVICENOW INC | $108.29万 | 0.03% | 10,358 | 3,167 | 44.0% | $33.11万 | 加仓 |
| WM | WASTE MGMT INC DEL | $107.76万 | 0.03% | 4,689 | 85 | 1.8% | $1.95万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $105.33万 | 0.03% | 31,117 | 4,720 | 17.9% | $15.98万 | 加仓 |
| MOAT | VANECK ETF TRUST | $104.87万 | 0.03% | 10,845 | -1,513 | -12.2% | -$14.63万 | 减仓 |
| ETN | EATON CORP PLC | $103.88万 | 0.03% | 2,904 | 725 | 33.3% | $25.93万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $103.85万 | 0.03% | 8,459 | 941 | 12.5% | $11.55万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $103.76万 | 0.03% | 15,587 | -233 | -1.5% | -$1.55万 | 减仓 |
| VLO | VALERO ENERGY CORP | $103.50万 | 0.03% | 4,189 | 207 | 5.2% | $5.11万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $103.31万 | 0.03% | 2,241 | -455 | -16.9% | -$20.98万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $103.00万 | 0.03% | 1,510 | 119 | 8.6% | $8.12万 | 加仓 |
| SLB | SLB LIMITED | $102.74万 | 0.03% | 19,992 | 5,395 | 37.0% | $27.72万 | 加仓 |
| BF/A | BROWN FORMAN CORP | $102.56万 | 0.03% | 38,284 | -78 | -0.2% | -$2,090 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $101.99万 | 0.03% | 5,020 | 1,971 | 64.6% | $40.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $101.56万 | 0.03% | 2,959 | 209 | 7.6% | $7.17万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $101.44万 | 0.03% | 10,360 | -334 | -3.1% | -$3.27万 | 减仓 |
| NVR | NVR INC | $99.51万 | 0.02% | 151 | -18 | -10.7% | -$11.86万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $99.20万 | 0.02% | 8,765 | 1,588 | 22.1% | $17.97万 | 加仓 |
| GM | GENERAL MTRS CO | $98.98万 | 0.02% | 13,286 | 909 | 7.3% | $6.77万 | 加仓 |
| PFF | ISHARES TR | $98.63万 | 0.02% | 32,530 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $97.40万 | 0.02% | 2,964 | 2,188 | 282.0% | $71.90万 | 加仓 |
| PLD | PROLOGIS INC. | $97.31万 | 0.02% | 7,362 | 1,043 | 16.5% | $13.79万 | 加仓 |
| SBUX | STARBUCKS CORP | $96.84万 | 0.02% | 10,809 | 2,480 | 29.8% | $22.22万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $95.69万 | 0.02% | 2,143 | 702 | 48.7% | $31.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $94.89万 | 0.02% | 30,930 | -2,818 | -8.4% | -$8.65万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $94.63万 | 0.02% | 2,742 | 170 | 6.6% | $5.87万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $93.84万 | 0.02% | 16,803 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $93.19万 | 0.02% | 19,453 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $92.86万 | 0.02% | 32,345 | 11,450 | 54.8% | $32.87万 | 加仓 |
| VGT | VANGUARD WORLD FD | $92.72万 | 0.02% | 1,329 | 311 | 30.6% | $21.70万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $92.46万 | 0.02% | 12,507 | -781 | -5.9% | -$5.77万 | 减仓 |
| VV | VANGUARD INDEX FDS | $91.93万 | 0.02% | 3,076 | 25 | 0.8% | $7,471 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $91.80万 | 0.02% | 5,032 | 675 | 15.5% | $12.31万 | 加仓 |