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 |
|---|---|---|---|---|---|---|---|---|
| DDEC | FIRST TR EXCHNG TRADED FD VI | $32.71万 | 0.01% | 7,386 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $32.68万 | 0.01% | 8,381 | 216 | 2.6% | $8,422 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $32.57万 | 0.01% | 5,430 | 1,448 | 36.4% | $8.68万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $32.53万 | 0.01% | 950 | 390 | 69.6% | $13.35万 | 加仓 |
| CPRT | COPART INC | $32.51万 | 0.01% | 9,793 | 1,068 | 12.2% | $3.55万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.48万 | 0.01% | 8,585 | -1,446 | -14.4% | -$5.47万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $32.42万 | 0.01% | 1,497 | 235 | 18.6% | $5.09万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $32.38万 | 0.01% | 6,236 | -387 | -5.8% | -$2.01万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $32.26万 | 0.01% | 24,000 | -4,000 | -14.3% | -$5.38万 | 减仓 |
| DT | DYNATRACE INC | $32.14万 | 0.01% | 8,692 | 8,692 | — | $32.14万 | 新建仓 |
| ZTS | ZOETIS INC | $32.11万 | 0.01% | 2,716 | -272 | -9.1% | -$3.22万 | 重新持有 |
| PEN | PENUMBRA INC | $31.98万 | 0.01% | 974 | 14 | 1.5% | $4,597 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $31.85万 | 0.01% | 169 | -1 | -0.6% | -$1,885 | 减仓 |
| IWP | ISHARES TR | $31.67万 | 0.01% | 2,472 | -149 | -5.7% | -$1.91万 | 减仓 |
| AWR | AMER STATES WTR CO | $31.65万 | 0.01% | 4,186 | 4,186 | — | $31.65万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $31.65万 | 0.01% | 6,411 | 171 | 2.7% | $8,442 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $31.64万 | 0.01% | 1,168 | -132 | -10.2% | -$3.58万 | 重新持有 |
| DSI | ISHARES TR | $31.61万 | 0.01% | 2,608 | -39 | -1.5% | -$4,727 | 减仓 |
| CACI | CACI INTL INC | $31.60万 | 0.01% | 581 | 50 | 9.4% | $2.72万 | 加仓 |
| BALL | BALL CORP | $31.55万 | 0.01% | 5,337 | 5,337 | — | $31.55万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $31.35万 | 0.01% | 1,521 | 450 | 42.0% | $9.28万 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $31.31万 | 0.01% | 9,453 | 19 | 0.2% | $629 | 加仓 |
| EXEL | EXELIXIS INC | $31.10万 | 0.01% | 7,252 | -130 | -1.8% | -$5,576 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $31.09万 | 0.01% | 11,732 | 285 | 2.5% | $7,552 | 加仓 |
| SCI | SERVICE CORP INTL | $31.07万 | 0.01% | 3,766 | 37 | 1.0% | $3,053 | 加仓 |
| THG | HANOVER INS GROUP INC | $31.06万 | 0.01% | 1,792 | 99 | 5.8% | $1.72万 | 加仓 |
| RRC | RANGE RES CORP | $31.05万 | 0.01% | 6,873 | -402 | -5.5% | -$1.82万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $31.02万 | 0.01% | 2,355 | 464 | 24.5% | $6.11万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $31.02万 | 0.01% | 3,324 | 167 | 5.3% | $1.56万 | 加仓 |
| — | WESTERN ASSET MTG DEFINED OP | $31.01万 | 0.01% | 28,850 | 15,500 | 116.1% | $16.66万 | 加仓 |
| FCN | FTI CONSULTING INC | $31.01万 | 0.01% | 1,754 | -22 | -1.2% | -$3,889 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $30.91万 | 0.01% | 18,217 | 2,568 | 16.4% | $4.36万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $30.88万 | 0.01% | 3,287 | -98 | -2.9% | -$9,208 | 减仓 |
| INCY | INCYTE CORP | $30.80万 | 0.01% | 3,272 | 45 | 1.4% | $4,235 | 加仓 |
| AZO | AUTOZONE INC | $30.74万 | 0.01% | 91 | -19 | -17.3% | -$6.42万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.68万 | 0.01% | 9,586 | -85 | -0.9% | -$2,721 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $30.50万 | 0.01% | 2,751 | -205 | -6.9% | -$2.27万 | 减仓 |
| CLSK | CLEANSPARK INC | $30.42万 | 0.01% | 35,742 | 484 | 1.4% | $4,119 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.41万 | 0.01% | 776 | 776 | — | $30.41万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.13万 | 0.01% | 6,940 | -507 | -6.8% | -$2.20万 | 减仓 |
| INGR | INGREDION INC | $30.13万 | 0.01% | 2,674 | 478 | 21.8% | $5.39万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $30.12万 | 0.01% | 937 | 937 | — | $30.12万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $30.08万 | 0.01% | 1,783 | 208 | 13.2% | $3.51万 | 加仓 |
| JBL | JABIL INC | $29.99万 | 0.01% | 1,129 | 34 | 3.1% | $9,031 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $29.99万 | 0.01% | 1,033 | 67 | 6.9% | $1.94万 | 加仓 |
| BCPC | BALCHEM CORP | $29.90万 | 0.01% | 1,764 | 39 | 2.3% | $6,610 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $29.88万 | 0.01% | 3,395 | 537 | 18.8% | $4.73万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $29.83万 | 0.01% | 3,108 | 377 | 13.8% | $3.62万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $29.81万 | 0.01% | 1,727 | -1,702 | -49.6% | -$29.37万 | 减仓 |
| HUBB | HUBBELL INC | $29.69万 | 0.01% | 605 | 39 | 6.9% | $1.91万 | 加仓 |
| KVUE | KENVUE INC | $29.66万 | 0.01% | 17,203 | 4,547 | 35.9% | $7.84万 | 加仓 |
| IDCC | INTERDIGITAL INC | $29.48万 | 0.01% | 976 | 241 | 32.8% | $7.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.38万 | 0.01% | 1,366 | -81 | -5.6% | -$1.74万 | 减仓 |
| ILMN | ILLUMINA INC | $29.35万 | 0.01% | 2,381 | 17 | 0.7% | $2,095 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $29.34万 | 0.01% | 5,037 | 26 | 0.5% | $1,514 | 加仓 |
| SAP | SAP SE | $29.31万 | 0.01% | 1,712 | 67 | 4.1% | $1.15万 | 加仓 |
| RIO | RIO TINTO PLC | $29.27万 | 0.01% | 3,137 | 3,137 | — | $29.27万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $29.23万 | 0.01% | 674 | -101 | -13.0% | -$4.38万 | 重新持有 |
| BIIB | BIOGEN INC | $29.13万 | 0.01% | 1,589 | 149 | 10.3% | $2.73万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $29.05万 | 0.01% | 13,414 | 3,720 | 38.4% | $8.06万 | 加仓 |
| ITT | ITT INC | $29.04万 | 0.01% | 1,524 | 1,524 | — | $29.04万 | 新建仓 |
| MTDR | MATADOR RES CO | $28.98万 | 0.01% | 4,587 | -180 | -3.8% | -$1.14万 | 重新持有 |
| — | TOPBUILD COR | $28.84万 | 0.01% | 821 | 11 | 1.4% | $3,864 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $28.78万 | 0.01% | 2,273 | -30 | -1.3% | -$3,799 | 减仓 |
| CAH | CARDINAL HEALTH INC | $28.76万 | 0.01% | 1,361 | 1,361 | — | $28.76万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $28.69万 | 0.01% | 2,152 | 798 | 58.9% | $10.64万 | 加仓 |
| EVRG | EVERGY INC | $28.68万 | 0.01% | 3,501 | 231 | 7.1% | $1.89万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $28.55万 | 0.01% | 2,620 | -350 | -11.8% | -$3.81万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $28.54万 | 0.01% | 9,295 | 1,881 | 25.4% | $5.78万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $28.50万 | 0.01% | 4,546 | 72 | 1.6% | $4,514 | 加仓 |
| — | COTERRA ENERGY INC | $28.43万 | 0.01% | 8,090 | -792 | -8.9% | -$2.78万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $28.42万 | 0.01% | 8,007 | -1 | -0.0% | -$36 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $28.35万 | 0.01% | 10,325 | 1,302 | 14.4% | $3.58万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $28.34万 | 0.01% | 3,304 | 3,304 | — | $28.34万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $28.32万 | 0.01% | 7,033 | 1,731 | 32.6% | $6.97万 | 加仓 |
| IGV | ISHARES TR | $28.31万 | 0.01% | 3,537 | -49 | -1.4% | -$3,922 | 减仓 |
| PPL | PPL CORP | $28.31万 | 0.01% | 7,411 | 702 | 10.5% | $2.68万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $28.23万 | 0.01% | 11,891 | 11,891 | — | $28.23万 | 新建仓 |
| MLI | MUELLER INDS INC | $28.03万 | 0.01% | 2,530 | 58 | 2.3% | $6,426 | 加仓 |
| ENB | ENBRIDGE INC | $27.94万 | 0.01% | 5,160 | 606 | 13.3% | $3.28万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $27.84万 | 0.01% | 776 | 776 | — | $27.84万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $27.84万 | 0.01% | 3,948 | -2 | -0.1% | -$141 | 减仓 |
| ONTO | ONTO INNOVATION INC | $27.75万 | 0.01% | 1,353 | 1,353 | — | $27.75万 | 新建仓 |
| CCK | CROWN HLDGS INC | $27.72万 | 0.01% | 2,765 | 559 | 25.3% | $5.60万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.71万 | 0.01% | 5,251 | 742 | 16.5% | $3.92万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $27.65万 | 0.01% | 3,811 | -77 | -2.0% | -$5,586 | 减仓 |
| P | EVERPURE INC | $27.62万 | 0.01% | 4,679 | 279 | 6.3% | $1.65万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $27.58万 | 0.01% | 4,790 | 618 | 14.8% | $3.56万 | 加仓 |
| IGSB | ISHARES TR | $27.54万 | 0.01% | 5,240 | 5,240 | — | $27.54万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $27.52万 | 0.01% | 4,409 | 759 | 20.8% | $4.74万 | 加仓 |
| RGLD | ROYAL GOLD INC | $27.51万 | 0.01% | 1,081 | 53 | 5.2% | $1.35万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $27.48万 | 0.01% | 23,895 | -3,159 | -11.7% | -$3.63万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $27.40万 | 0.01% | 5,551 | -1,731 | -23.8% | -$8.55万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $27.39万 | 0.01% | 1,520 | 92 | 6.4% | $1.66万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $27.31万 | 0.01% | 14,204 | 380 | 2.7% | $7,307 | 加仓 |
| NKE | NIKE INC | $27.27万 | 0.01% | 5,164 | 9 | 0.2% | $475 | 加仓 |
| STLD | STEEL DYNAMICS INC | $27.22万 | 0.01% | 1,512 | 166 | 12.3% | $2.99万 | 加仓 |
| GRMN | GARMIN LTD | $27.21万 | 0.01% | 1,173 | 257 | 28.1% | $5.96万 | 重新持有 |
| DOW | DOW HLDGS INC | $27.08万 | 0.01% | 6,501 | 6,501 | — | $27.08万 | 新建仓 |
| IFRA | ISHARES TR | $26.97万 | 0.01% | 4,715 | -242 | -4.9% | -$1.38万 | 减仓 |