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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $91.47万 | 0.02% | 10,732 | 1,663 | 18.3% | $14.17万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $91.20万 | 0.02% | 53,300 | 7,474 | 16.3% | $12.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $91.04万 | 0.02% | 8,867 | -1,876 | -17.5% | -$19.26万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $90.06万 | 0.02% | 25,411 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $89.77万 | 0.02% | 7,772 | 1,510 | 24.1% | $17.44万 | 加仓 |
| IWD | ISHARES TR | $88.88万 | 0.02% | 4,160 | -348 | -7.7% | -$7.44万 | 减仓 |
| EQIX | EQUINIX INC | $88.62万 | 0.02% | 904 | 310 | 52.2% | $30.39万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $88.61万 | 0.02% | 14,122 | 6,718 | 90.7% | $42.15万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $88.15万 | 0.02% | 6,731 | 1,351 | 25.1% | $17.69万 | 加仓 |
| COR | CENCORA INC | $87.41万 | 0.02% | 2,783 | 454 | 19.5% | $14.26万 | 加仓 |
| CIEN | CIENA CORP | $86.81万 | 0.02% | 2,236 | 302 | 15.6% | $11.72万 | 加仓 |
| CPAY | CORPAY INC | $86.54万 | 0.02% | 2,974 | 260 | 9.6% | $7.57万 | 加仓 |
| WELL | WELLTOWER INC | $86.00万 | 0.02% | 4,350 | 1,306 | 42.9% | $25.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $85.96万 | 0.02% | 6,468 | -417 | -6.1% | -$5.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $85.56万 | 0.02% | 6,527 | 600 | 10.1% | $7.86万 | 加仓 |
| CG | CARLYLE GROUP INC | $84.56万 | 0.02% | 17,474 | -429 | -2.4% | -$2.08万 | 减仓 |
| NEM | NEWMONT CORP | $83.96万 | 0.02% | 7,756 | 1,421 | 22.4% | $15.38万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $83.32万 | 0.02% | 11,706 | 1,569 | 15.5% | $11.17万 | 加仓 |
| EFV | ISHARES TR | $83.15万 | 0.02% | 11,184 | -747 | -6.3% | -$5.55万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $82.82万 | 0.02% | 11,514 | 2,729 | 31.1% | $19.63万 | 加仓 |
| COWZ | PACER FDS TR | $82.22万 | 0.02% | 13,142 | -656 | -4.8% | -$4.10万 | 减仓 |
| CRWV | COREWEAVE INC | $81.82万 | 0.02% | 10,561 | 1,909 | 22.1% | $14.79万 | 加仓 |
| CI | THE CIGNA GROUP | $81.39万 | 0.02% | 3,051 | 2,040 | 201.8% | $54.42万 | 加仓 |
| QCOM | QUALCOMM INC | $81.32万 | 0.02% | 6,314 | -1,710 | -21.3% | -$22.02万 | 减仓 |
| RAAX | VANECK ETF TRUST | $81.31万 | 0.02% | 19,974 | -977 | -4.7% | -$3.98万 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.23万 | 0.02% | 4,184 | 1,481 | 54.8% | $28.75万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $81.17万 | 0.02% | 11,022 | -321 | -2.8% | -$2.36万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $80.80万 | 0.02% | 5,137 | 2,978 | 137.9% | $46.84万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $80.65万 | 0.02% | 13,721 | 2,122 | 18.3% | $12.47万 | 加仓 |
| SHEL | SHELL PLC | $80.32万 | 0.02% | 8,636 | 436 | 5.3% | $4.05万 | 加仓 |
| SNA | SNAP ON INC | $80.13万 | 0.02% | 2,206 | 114 | 5.4% | $4.14万 | 加仓 |
| FTNT | FORTINET INC | $79.97万 | 0.02% | 9,786 | 4,444 | 83.2% | $36.32万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $79.35万 | 0.02% | 44,206 | 15,021 | 51.5% | $26.96万 | 加仓 |
| — | CHART INDS INC | $78.85万 | 0.02% | 3,814 | 108 | 2.9% | $2.23万 | 加仓 |
| WMB | WILLIAMS COS INC | $78.78万 | 0.02% | 10,825 | 4,055 | 59.9% | $29.51万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $78.48万 | 0.02% | 7,977 | 2,193 | 37.9% | $21.57万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $77.61万 | 0.02% | 37,402 | -48,860 | -56.6% | -$101.38万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $77.45万 | 0.02% | 2,655 | 679 | 34.4% | $19.81万 | 加仓 |
| ADSK | AUTODESK INC | $77.28万 | 0.02% | 3,228 | 1,475 | 84.1% | $35.31万 | 加仓 |
| SITM | SITIME CORP | $77.08万 | 0.02% | 2,232 | 137 | 6.5% | $4.73万 | 加仓 |
| MMM | 3M CO | $76.96万 | 0.02% | 5,299 | -241 | -4.4% | -$3.50万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $76.61万 | 0.02% | 2,617 | 4 | 0.2% | $1,171 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $76.55万 | 0.02% | 31,387 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS | $76.54万 | 0.02% | 16,421 | 16,421 | — | $76.54万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $75.65万 | 0.02% | 7,744 | -1,950 | -20.1% | -$19.05万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $75.52万 | 0.02% | 22,524 | 5,097 | 29.2% | $17.09万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $75.19万 | 0.02% | 16,028 | 1,584 | 11.0% | $7.43万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $75.08万 | 0.02% | 10,196 | 0 | 0.0% | — | 不变 |
| PAXS | PIMCO ACCESS INCOME FUND | $74.50万 | 0.02% | 51,700 | -13,950 | -21.2% | -$20.10万 | 减仓 |
| ADI | ANALOG DEVICES INC | $74.00万 | 0.02% | 2,326 | 429 | 22.6% | $13.65万 | 加仓 |
| ZYME | ZYMEWORKS INC | $72.74万 | 0.02% | 29,050 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $72.72万 | 0.02% | 4,999 | 198 | 4.1% | $2.88万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $72.71万 | 0.02% | 7,877 | 762 | 10.7% | $7.03万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $72.50万 | 0.02% | 6,262 | -90 | -1.4% | -$1.04万 | 减仓 |
| IDA | IDACORP INC | $72.45万 | 0.02% | 5,068 | 441 | 9.5% | $6.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $72.35万 | 0.02% | 10,964 | -3,043 | -21.7% | -$20.08万 | 减仓 |
| F | FORD MTR CO | $72.34万 | 0.02% | 62,686 | -588 | -0.9% | -$6,786 | 减仓 |
| EBAY | EBAY INC. | $72.11万 | 0.02% | 7,922 | 859 | 12.2% | $7.82万 | 加仓 |
| ADC | AGREE RLTY CORP | $71.75万 | 0.02% | 9,519 | 2,254 | 31.0% | $16.99万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $71.27万 | 0.02% | 12,364 | 3,915 | 46.3% | $22.57万 | 加仓 |
| IVW | ISHARES TR | $71.15万 | 0.02% | 6,291 | 24 | 0.4% | $2,714 | 加仓 |
| CVS | CVS HEALTH CORP | $70.70万 | 0.02% | 9,844 | 3,190 | 47.9% | $22.91万 | 加仓 |
| TMUS | T-MOBILE US INC | $70.41万 | 0.02% | 3,352 | 1,920 | 134.1% | $40.33万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $70.16万 | 0.02% | 15,127 | -818 | -5.1% | -$3.79万 | 减仓 |
| SO | SOUTHERN CO | $69.99万 | 0.02% | 7,251 | 1,697 | 30.6% | $16.38万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.86万 | 0.02% | 2,684 | 1,122 | 71.8% | $29.21万 | 加仓 |
| PWR | QUANTA SVCS INC | $69.68万 | 0.02% | 1,269 | 120 | 10.4% | $6.59万 | 加仓 |
| AZN | ASTRAZENECA PLC | $69.58万 | 0.02% | 3,531 | 3,531 | — | $69.58万 | 新建仓 |
| SUSB | ISHARES TR | $68.77万 | 0.02% | 27,436 | 2,289 | 9.1% | $5.74万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $68.32万 | 0.02% | 763 | 136 | 21.7% | $12.18万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $67.66万 | 0.02% | 2,435 | 667 | 37.7% | $18.53万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $67.53万 | 0.02% | 1,427 | 139 | 10.8% | $6.58万 | 加仓 |
| IWV | ISHARES TR | $66.97万 | 0.02% | 1,806 | -1,148 | -38.9% | -$42.57万 | 减仓 |
| USB | US BANCORP | $66.56万 | 0.02% | 12,796 | 3,391 | 36.1% | $17.64万 | 加仓 |
| FAST | FASTENAL CO | $65.88万 | 0.02% | 14,199 | 966 | 7.3% | $4.48万 | 加仓 |
| URI | UNITED RENTALS INC | $65.82万 | 0.02% | 903 | 34 | 3.9% | $2.48万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $65.52万 | 0.02% | 2,003 | 216 | 12.1% | $7.07万 | 加仓 |
| EVR | EVERCORE INC | $65.34万 | 0.02% | 2,189 | 165 | 8.2% | $4.93万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $64.82万 | 0.02% | 19,195 | 661 | 3.6% | $2.23万 | 加仓 |
| IYE | ISHARES TR | $64.57万 | 0.02% | 9,969 | -2,246 | -18.4% | -$14.55万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $64.45万 | 0.02% | 2,308 | 847 | 58.0% | $23.65万 | 加仓 |
| POWL | POWELL INDS INC | $64.23万 | 0.02% | 1,187 | 34 | 2.9% | $1.84万 | 加仓 |
| PSX | PHILLIPS 66 | $64.00万 | 0.02% | 3,513 | 746 | 27.0% | $13.59万 | 加仓 |
| FICO | FAIR ISAAC CORP | $63.84万 | 0.02% | 598 | 5 | 0.8% | $5,338 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $62.81万 | 0.02% | 3,840 | -536 | -12.2% | -$8.77万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $62.57万 | 0.02% | 2,857 | 899 | 45.9% | $19.69万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $62.30万 | 0.02% | 3,962 | 909 | 29.8% | $14.29万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $61.22万 | 0.02% | 3,730 | -360 | -8.8% | -$5.91万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $61.19万 | 0.02% | 1,377 | 141 | 11.4% | $6.27万 | 加仓 |
| APH | AMPHENOL CORP | $61.17万 | 0.02% | 4,841 | 517 | 12.0% | $6.53万 | 加仓 |
| BX | BLACKSTONE INC | $61.16万 | 0.02% | 5,318 | 109 | 2.1% | $1.25万 | 加仓 |
| RUN | SUNRUN INC | $60.98万 | 0.02% | 44,973 | -3,428 | -7.1% | -$4.65万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $60.84万 | 0.02% | 1,026 | -66 | -6.0% | -$3.91万 | 减仓 |
| TER | TERADYNE INC | $60.72万 | 0.02% | 2,048 | 299 | 17.1% | $8.86万 | 加仓 |
| TGT | TARGET CORP | $60.67万 | 0.02% | 5,006 | 697 | 16.2% | $8.45万 | 加仓 |
| SYY | SYSCO CORP | $60.20万 | 0.01% | 8,439 | 709 | 9.2% | $5.06万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $59.57万 | 0.01% | 7,115 | 1,297 | 22.3% | $10.86万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $59.55万 | 0.01% | 10,186 | 791 | 8.4% | $4.62万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $59.01万 | 0.01% | 3,163 | 446 | 16.4% | $8.32万 | 加仓 |
| EOG | EOG RES INC | $58.67万 | 0.01% | 4,058 | 1,498 | 58.5% | $21.66万 | 加仓 |