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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $58.55万 | 0.01% | 2,201 | 225 | 11.4% | $5.99万 | 加仓 |
| ABNB | AIRBNB INC | $58.23万 | 0.01% | 4,611 | 1,810 | 64.6% | $22.86万 | 加仓 |
| ASML | ASML HLDG NV | $58.21万 | 0.01% | 441 | 39 | 9.7% | $5.15万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $58.08万 | 0.01% | 8,015 | 177 | 2.3% | $1.28万 | 加仓 |
| CSX | CSX CORP | $57.59万 | 0.01% | 14,030 | 4,728 | 50.8% | $19.41万 | 加仓 |
| FE | FIRSTENERGY CORP | $57.48万 | 0.01% | 11,346 | 1,162 | 11.4% | $5.89万 | 加仓 |
| NVT | NVENT ELEC PLC | $57.22万 | 0.01% | 4,838 | 312 | 6.9% | $3.69万 | 加仓 |
| AVT | AVNET INC | $56.92万 | 0.01% | 9,238 | 254 | 2.8% | $1.57万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $56.88万 | 0.01% | 5,831 | -207 | -3.4% | -$2.02万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $56.83万 | 0.01% | 1,773 | -60 | -3.3% | -$1.92万 | 减仓 |
| XYL | XYLEM INC | $56.49万 | 0.01% | 4,727 | -435 | -8.4% | -$5.20万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $56.47万 | 0.01% | 7,721 | -1,074 | -12.2% | -$7.85万 | 减仓 |
| AFL | AFLAC INC | $56.37万 | 0.01% | 5,138 | 278 | 5.7% | $3.05万 | 加仓 |
| EXC | EXELON CORP | $56.24万 | 0.01% | 11,472 | 1,744 | 17.9% | $8.55万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $55.99万 | 0.01% | 8,614 | 3,010 | 53.7% | $19.57万 | 加仓 |
| NVS | NOVARTIS AG | $55.96万 | 0.01% | 3,664 | 198 | 5.7% | $3.02万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $55.96万 | 0.01% | 23,445 | 406 | 1.8% | $9,691 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $55.66万 | 0.01% | 11,751 | 0 | 0.0% | — | 不变 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $55.42万 | 0.01% | 29,170 | 28 | 0.1% | $532 | 加仓 |
| AON | AON PLC | $55.39万 | 0.01% | 1,716 | 561 | 48.6% | $18.11万 | 加仓 |
| MCO | MOODYS CORP | $55.36万 | 0.01% | 1,269 | 400 | 46.0% | $17.45万 | 加仓 |
| FN | FABRINET | $55.18万 | 0.01% | 1,058 | 69 | 7.0% | $3.60万 | 加仓 |
| LII | LENNOX INTL INC | $54.92万 | 0.01% | 1,183 | 142 | 13.6% | $6.59万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $54.84万 | 0.01% | 8,983 | 757 | 9.2% | $4.62万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $54.76万 | 0.01% | 13,300 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $54.40万 | 0.01% | 2,538 | 661 | 35.2% | $14.17万 | 加仓 |
| — | ELECTRONIC ARTS INC | $54.17万 | 0.01% | 2,657 | 32 | 1.2% | $6,523 | 加仓 |
| ROST | ROSS STORES INC | $53.96万 | 0.01% | 2,491 | 766 | 44.4% | $16.59万 | 加仓 |
| VTR | VENTAS INC | $53.77万 | 0.01% | 6,575 | 1,131 | 20.8% | $9.25万 | 加仓 |
| CTVA | CORTEVA INC | $53.61万 | 0.01% | 6,404 | 506 | 8.6% | $4.24万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $53.26万 | 0.01% | 1,278 | 148 | 13.1% | $6.17万 | 加仓 |
| DGRW | WISDOMTREE TR | $52.97万 | 0.01% | 6,031 | -128 | -2.1% | -$1.12万 | 减仓 |
| TFC | TRUIST FINL CORP | $52.92万 | 0.01% | 11,511 | 2,891 | 33.5% | $13.29万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $52.65万 | 0.01% | 4,438 | 1,650 | 59.2% | $19.57万 | 加仓 |
| PCG | PG&E CORP | $52.48万 | 0.01% | 29,869 | 6,693 | 28.9% | $11.76万 | 加仓 |
| EIX | EDISON INTL | $52.09万 | 0.01% | 7,117 | 1,554 | 27.9% | $11.37万 | 加仓 |
| GLW | CORNING INC | $51.74万 | 0.01% | 3,805 | 691 | 22.2% | $9.40万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $51.54万 | 0.01% | 30,336 | 1,983 | 7.0% | $3.37万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $51.35万 | 0.01% | 7,656 | 469 | 6.5% | $3.15万 | 加仓 |
| CNC | CENTENE CORP DEL | $51.31万 | 0.01% | 15,671 | 1,478 | 10.4% | $4.84万 | 加仓 |
| OKE | ONEOK INC NEW | $51.01万 | 0.01% | 5,643 | 1,547 | 37.8% | $13.98万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $50.68万 | 0.01% | 6,329 | -17 | -0.3% | -$1,361 | 减仓 |
| BIL | SPDR SERIES TRUST | $50.59万 | 0.01% | 5,520 | -787 | -12.5% | -$7.21万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $49.68万 | 0.01% | 118 | -64 | -35.2% | -$26.95万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.67万 | 0.01% | 1,633 | 239 | 17.1% | $7.27万 | 加仓 |
| VICI | VICI PPTYS INC | $49.33万 | 0.01% | 18,057 | 6,660 | 58.4% | $18.19万 | 重新持有 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $49.11万 | 0.01% | 8,008 | -628 | -7.3% | -$3.85万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $48.94万 | 0.01% | 1,383 | 189 | 15.8% | $6.69万 | 加仓 |
| EME | EMCOR GROUP INC | $48.88万 | 0.01% | 662 | 124 | 23.0% | $9.16万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $48.87万 | 0.01% | 1,776 | 204 | 13.0% | $5.61万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $48.68万 | 0.01% | 1,724 | 109 | 6.7% | $3.08万 | 加仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $48.61万 | 0.01% | 31,939 | 4,000 | 14.3% | $6.09万 | 加仓 |
| ETR | ENTERGY CORP NEW | $48.45万 | 0.01% | 4,312 | 93 | 2.2% | $1.05万 | 加仓 |
| — | WEBSTER FINL CORP | $48.37万 | 0.01% | 6,967 | 184 | 2.7% | $1.28万 | 加仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $48.28万 | 0.01% | 101,000 | 14,000 | 16.1% | $6.69万 | 加仓 |
| MSCI | MSCI INC | $48.07万 | 0.01% | 892 | 274 | 44.3% | $14.77万 | 加仓 |
| SLV | ISHARES SILVER TR | $47.90万 | 0.01% | 7,029 | -22,294 | -76.0% | -$151.91万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $47.74万 | 0.01% | 5,924 | 5,924 | — | $47.74万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $47.66万 | 0.01% | 2,291 | 568 | 33.0% | $11.82万 | 加仓 |
| FORM | FORMFACTOR INC | $47.23万 | 0.01% | 4,870 | 688 | 16.5% | $6.67万 | 加仓 |
| O | REALTY INCOME CORP | $47.15万 | 0.01% | 7,706 | 1,737 | 29.1% | $10.63万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $47.02万 | 0.01% | 646 | 69 | 12.0% | $5.02万 | 加仓 |
| DVY | ISHARES TR | $47.01万 | 0.01% | 3,105 | -268 | -7.9% | -$4.06万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $46.93万 | 0.01% | 1,579 | 186 | 13.4% | $5.53万 | 加仓 |
| CMI | CUMMINS INC | $46.86万 | 0.01% | 871 | 190 | 27.9% | $10.22万 | 加仓 |
| USFD | US FOODS HLDG CORP | $46.74万 | 0.01% | 5,069 | 664 | 15.1% | $6.12万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $46.72万 | 0.01% | 2,383 | 104 | 4.6% | $2.04万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $46.49万 | 0.01% | 3,492 | 1,147 | 48.9% | $15.27万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $46.44万 | 0.01% | 2,815 | 1,276 | 82.9% | $21.05万 | 加仓 |
| YUM | YUM BRANDS INC | $46.40万 | 0.01% | 2,984 | 308 | 11.5% | $4.79万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $46.39万 | 0.01% | 1,177 | 407 | 52.9% | $16.04万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $46.34万 | 0.01% | 4,996 | 207 | 4.3% | $1.92万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $45.44万 | 0.01% | 1,196 | 43 | 3.7% | $1.63万 | 加仓 |
| EMB | ISHARES TR | $45.43万 | 0.01% | 4,837 | -5,671 | -54.0% | -$53.27万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $45.38万 | 0.01% | 29,000 | 13,626 | 88.6% | $21.32万 | 加仓 |
| SHYG | ISHARES TR | $45.32万 | 0.01% | 10,712 | -18,547 | -63.4% | -$78.47万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $45.11万 | 0.01% | 1,398 | 232 | 19.9% | $7.49万 | 加仓 |
| FALN | ISHARES TR | $45.01万 | 0.01% | 16,844 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $44.66万 | 0.01% | 2,154 | 763 | 54.9% | $15.82万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $44.60万 | 0.01% | 1,095 | 33 | 3.1% | $1.34万 | 加仓 |
| CTAS | CINTAS CORP | $44.58万 | 0.01% | 2,636 | 585 | 28.5% | $9.89万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $44.42万 | 0.01% | 1,138 | -876 | -43.5% | -$34.19万 | 减仓 |
| DG | DOLLAR GEN CORP | $44.30万 | 0.01% | 3,731 | 434 | 13.2% | $5.15万 | 加仓 |
| SMTC | SEMTECH CORP | $44.20万 | 0.01% | 5,748 | 673 | 13.3% | $5.17万 | 加仓 |
| SF | STIFEL FINL CORP | $43.69万 | 0.01% | 5,910 | 960 | 19.4% | $7.10万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $43.62万 | 0.01% | 4,358 | 120 | 2.8% | $1.20万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $43.48万 | 0.01% | 1,547 | 81 | 5.5% | $2.28万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $43.28万 | 0.01% | 2,343 | 325 | 16.1% | $6.00万 | 加仓 |
| D | DOMINION ENERGY INC | $43.25万 | 0.01% | 6,997 | 199 | 2.9% | $1.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $43.15万 | 0.01% | 1,647 | -76 | -4.4% | -$1.99万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $43.14万 | 0.01% | 47,246 | 36,447 | 337.5% | $33.28万 | 加仓 |
| CCNE | CNB FINL CORP PA | $43.09万 | 0.01% | 14,880 | 14,880 | — | $43.09万 | 新建仓 |
| DY | DYCOM INDS INC | $42.79万 | 0.01% | 1,263 | 17 | 1.4% | $5,760 | 加仓 |
| ENSG | ENSIGN GROUP INC | $42.72万 | 0.01% | 2,120 | 31 | 1.5% | $6,247 | 加仓 |
| NTRA | NATERA INC | $42.68万 | 0.01% | 2,134 | -32 | -1.5% | -$6,400 | 减仓 |
| EMR | EMERSON ELEC CO | $42.47万 | 0.01% | 3,241 | 182 | 5.9% | $2.38万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $42.33万 | 0.01% | 7,735 | 235 | 3.1% | $1.29万 | 加仓 |
| ECHO | ECHOSTAR CORP | $42.16万 | 0.01% | 3,601 | 124 | 3.6% | $1.45万 | 加仓 |
| EQT | EQT CORP | $41.71万 | 0.01% | 6,554 | -13 | -0.2% | -$827 | 减仓 |
| MTZ | MASTEC INC | $41.70万 | 0.01% | 1,296 | 38 | 3.0% | $1.22万 | 加仓 |