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 |
|---|---|---|---|---|---|---|---|---|
| AA | ALCOA CORP | $41.60万 | 0.01% | 6,271 | 1,187 | 23.3% | $7.87万 | 加仓 |
| GWW | WW GRAINGER INC | $41.56万 | 0.01% | 381 | 156 | 69.3% | $17.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $41.45万 | 0.01% | 1,443 | -238 | -14.2% | -$6.84万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $41.35万 | 0.01% | 15,705 | 5,105 | 48.2% | $13.44万 | 加仓 |
| CLX | CLOROX CO DEL | $41.12万 | 0.01% | 3,968 | 616 | 18.4% | $6.38万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $41.08万 | 0.01% | 7,422 | -1,371 | -15.6% | -$7.59万 | 减仓 |
| CMS | CMS ENERGY CORP | $41.06万 | 0.01% | 5,292 | 66 | 1.3% | $5,121 | 加仓 |
| AXON | AXON ENTERPRISE INC | $40.90万 | 0.01% | 963 | 78 | 8.8% | $3.31万 | 加仓 |
| HRB | BLOCK H & R INC | $40.88万 | 0.01% | 12,879 | 410 | 3.3% | $1.30万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $40.87万 | 0.01% | 3,866 | 870 | 29.0% | $9.20万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $40.68万 | 0.01% | 6,262 | -3,496 | -35.8% | -$22.71万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $40.64万 | 0.01% | 4,414 | 251 | 6.0% | $2.31万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $40.55万 | 0.01% | 8,058 | -1,297 | -13.9% | -$6.53万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $40.47万 | 0.01% | 7,579 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $40.44万 | 0.01% | 3,349 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $40.25万 | 0.01% | 2,060 | 154 | 8.1% | $3.01万 | 加仓 |
| — | HOLOGIC INC | $40.02万 | 0.01% | 5,295 | 379 | 7.7% | $2.86万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $40.01万 | 0.01% | 9,428 | 1,036 | 12.3% | $4.40万 | 加仓 |
| COKE | COCA COLA CONS INC | $39.90万 | 0.01% | 2,081 | 30 | 1.5% | $5,752 | 加仓 |
| SNPS | SYNOPSYS INC | $39.67万 | 0.01% | 1,000 | 145 | 17.0% | $5.75万 | 加仓 |
| DOCU | DOCUSIGN INC | $39.52万 | 0.01% | 8,336 | 3,866 | 86.5% | $18.33万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $39.52万 | 0.01% | 823 | -119 | -12.6% | -$5.71万 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $39.42万 | 0.01% | 17,790 | 8,132 | 84.2% | $18.02万 | 重新持有 |
| — | MORGAN STANLEY ETF TRUST | $39.20万 | 0.01% | 6,123 | 316 | 5.4% | $2.02万 | 加仓 |
| APA | APA CORPORATION | $39.09万 | 0.01% | 9,210 | 76 | 0.8% | $3,225 | 加仓 |
| OMC | OMNICOM GROUP INC | $39.06万 | 0.01% | 5,186 | -725 | -12.3% | -$5.46万 | 减仓 |
| IUSB | ISHARES TR | $39.02万 | 0.01% | 8,448 | -840 | -9.0% | -$3.88万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $38.97万 | 0.01% | 7,500 | -1,500 | -16.7% | -$7.79万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $38.62万 | 0.01% | 1,346 | 295 | 28.1% | $8.46万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $38.42万 | 0.01% | 10,268 | -1,082 | -9.5% | -$4.05万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $38.27万 | 0.01% | 4,841 | -18 | -0.4% | -$1,423 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $38.21万 | 0.01% | 1,911 | 34 | 1.8% | $6,798 | 加仓 |
| VST | VISTRA CORP | $38.06万 | 0.01% | 2,532 | 223 | 9.7% | $3.35万 | 加仓 |
| GVA | GRANITE CONSTR INC | $38.05万 | 0.01% | 3,174 | 74 | 2.4% | $8,871 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $37.99万 | 0.01% | 4,031 | -900 | -18.3% | -$8.48万 | 减仓 |
| PPG | PPG INDS INC | $37.88万 | 0.01% | 3,544 | 77 | 2.2% | $8,230 | 加仓 |
| CW | CURTISS WRIGHT CORP | $37.80万 | 0.01% | 555 | 98 | 21.4% | $6.67万 | 加仓 |
| NTNX | NUTANIX INC | $37.63万 | 0.01% | 9,899 | 9,899 | — | $37.63万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $37.61万 | 0.01% | 1,775 | 276 | 18.4% | $5.85万 | 加仓 |
| XPO | XPO INC | $37.57万 | 0.01% | 1,931 | 352 | 22.3% | $6.85万 | 加仓 |
| XEL | XCEL ENERGY INC | $37.55万 | 0.01% | 4,727 | 1,514 | 47.1% | $12.03万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $37.49万 | 0.01% | 8,686 | 2,071 | 31.3% | $8.94万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.34万 | 0.01% | 6,631 | 6,631 | — | $37.34万 | 新建仓 |
| CENX | CENTURY ALUM CO | $37.25万 | 0.01% | 6,347 | 72 | 1.1% | $4,226 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.17万 | 0.01% | 340 | 43 | 14.5% | $4.70万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $37.16万 | 0.01% | 34,158 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $37.15万 | 0.01% | 17,948 | 3,607 | 25.2% | $7.47万 | 加仓 |
| DDOG | DATADOG INC | $37.15万 | 0.01% | 3,147 | 1,335 | 73.7% | $15.76万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $37.04万 | 0.01% | 115,018 | 30,018 | 35.3% | $9.67万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.89万 | 0.01% | 6,508 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $36.68万 | 0.01% | 6,435 | 904 | 16.3% | $5.15万 | 加仓 |
| TPR | TAPESTRY INC | $36.56万 | 0.01% | 2,591 | 120 | 4.9% | $1.69万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $36.23万 | 0.01% | 1,832 | 50 | 2.8% | $9,887 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $36.14万 | 0.01% | 7,990 | 1,717 | 27.4% | $7.77万 | 加仓 |
| BWA | BORGWARNER INC | $36.09万 | 0.01% | 6,652 | 1,957 | 41.7% | $10.62万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $35.96万 | 0.01% | 1,435 | -75 | -5.0% | -$1.88万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.89万 | 0.01% | 4,378 | 204 | 4.9% | $1.67万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $35.84万 | 0.01% | 10,148 | -1,229 | -10.8% | -$4.34万 | 减仓 |
| LYFT | LYFT INC | $35.69万 | 0.01% | 26,832 | -837 | -3.0% | -$1.11万 | 减仓 |
| WAB | WABTEC | $35.56万 | 0.01% | 1,423 | 379 | 36.3% | $9.47万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $35.56万 | 0.01% | 1,253 | -228 | -15.4% | -$6.47万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.55万 | 0.01% | 8,112 | -29 | -0.4% | -$1,271 | 减仓 |
| WWD | WOODWARD INC | $35.51万 | 0.01% | 992 | 104 | 11.7% | $3.72万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $35.48万 | 0.01% | 7,636 | 7,636 | — | $35.48万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $35.47万 | 0.01% | 2,553 | 53 | 2.1% | $7,364 | 加仓 |
| WDAY | WORKDAY INC | $35.35万 | 0.01% | 2,721 | 1,604 | 143.6% | $20.84万 | 重新持有 |
| BKH | BLACK HILLS CORP | $35.23万 | 0.01% | 5,076 | 20 | 0.4% | $1,388 | 加仓 |
| IGEB | ISHARES TR | $35.17万 | 0.01% | 7,805 | -277 | -3.4% | -$1.25万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.12万 | 0.01% | 6,940 | -1,068 | -13.3% | -$5.41万 | 减仓 |
| RS | RELIANCE INC | $35.10万 | 0.01% | 1,155 | 146 | 14.5% | $4.44万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $35.09万 | 0.01% | 5,843 | 5,843 | — | $35.09万 | 新建仓 |
| BRO | BROWN & BROWN INC | $35.05万 | 0.01% | 5,376 | 933 | 21.0% | $6.08万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $35.04万 | 0.01% | 6,641 | 1,616 | 32.2% | $8.53万 | 加仓 |
| GL | GLOBE LIFE INC | $34.81万 | 0.01% | 2,501 | 478 | 23.6% | $6.65万 | 加仓 |
| — | AIR LEASE CORP | $34.80万 | 0.01% | 5,359 | 1,107 | 26.0% | $7.19万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $34.72万 | 0.01% | 9,380 | 133 | 1.4% | $4,922 | 加仓 |
| ROL | ROLLINS INC | $34.71万 | 0.01% | 6,498 | -225 | -3.3% | -$1.20万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.70万 | 0.01% | 794 | -85 | -9.7% | -$3.72万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $34.60万 | 0.01% | 8,135 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $34.34万 | 0.01% | 1,741 | 1,741 | — | $34.34万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $34.30万 | 0.01% | 1,054 | 1,054 | — | $34.30万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $34.20万 | 0.01% | 3,665 | -66 | -1.8% | -$6,158 | 减仓 |
| SOXX | ISHARES TR | $34.18万 | 0.01% | 1,040 | -296 | -22.2% | -$9.73万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $34.12万 | 0.01% | 1,671 | 273 | 19.5% | $5.57万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $34.09万 | 0.01% | 23,871 | -1,000 | -4.0% | -$1.43万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $33.90万 | 0.01% | 3,936 | 3,936 | — | $33.90万 | 新建仓 |
| REG | REGENCY CTRS CORP | $33.88万 | 0.01% | 4,478 | -213 | -4.5% | -$1.61万 | 减仓 |
| HYDB | ISHARES TR | $33.85万 | 0.01% | 7,276 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $33.80万 | 0.01% | 4,890 | 4,890 | — | $33.80万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $33.55万 | 0.01% | 1,778 | -53 | -2.9% | -$1.00万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $33.49万 | 0.01% | 3,137 | 1,043 | 49.8% | $11.14万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $33.47万 | 0.01% | 2,668 | 274 | 11.4% | $3.44万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $33.42万 | 0.01% | 3,628 | 35 | 1.0% | $3,224 | 加仓 |
| ABCB | AMERIS BANCORP | $33.40万 | 0.01% | 4,283 | 82 | 2.0% | $6,395 | 加仓 |
| SAIA | SAIA INC | $33.37万 | 0.01% | 950 | 72 | 8.2% | $2.53万 | 加仓 |
| DHI | D R HORTON INC | $33.36万 | 0.01% | 2,431 | -287 | -10.6% | -$3.94万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $33.23万 | 0.01% | 2,560 | 2,560 | — | $33.23万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $33.18万 | 0.01% | 3,921 | -135 | -3.3% | -$1.14万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $32.73万 | 0.01% | 7,171 | -106 | -1.5% | -$4,839 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.72万 | 0.01% | 4,352 | -87 | -2.0% | -$6,542 | 减仓 |