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 |
|---|---|---|---|---|---|---|---|---|
| CPK | CHESAPEAKE UTILS CORP | $26.95万 | 0.01% | 2,133 | 612 | 40.2% | $7.73万 | 重新持有 |
| IEF | ISHARES TR | $26.89万 | 0.01% | 2,817 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $26.88万 | 0.01% | 3,487 | 440 | 14.4% | $3.39万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $26.83万 | 0.01% | 1,759 | 1,759 | — | $26.83万 | 新建仓 |
| FLR | FLUOR CORP | $26.79万 | 0.01% | 5,743 | 136 | 2.4% | $6,344 | 加仓 |
| QQQI | NEOS ETF TRUST | $26.67万 | 0.01% | 5,368 | 670 | 14.3% | $3.33万 | 加仓 |
| TTE | TOTALENERGIES SE | $26.61万 | 0.01% | 2,922 | 2,922 | — | $26.61万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $26.60万 | 0.01% | 4,550 | 299 | 7.0% | $1.75万 | 加仓 |
| BP | BP PLC | $26.59万 | 0.01% | 5,657 | 5,657 | — | $26.59万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $26.53万 | 0.01% | 24,500 | -14,500 | -37.2% | -$15.70万 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $26.48万 | 0.01% | 6,000 | -4,000 | -40.0% | -$17.65万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $26.41万 | 0.01% | 3,510 | 526 | 17.6% | $3.96万 | 加仓 |
| PSMT | PRICESMART INC | $26.40万 | 0.01% | 1,754 | 1,754 | — | $26.40万 | 新建仓 |
| SKYW | SKYWEST INC | $26.36万 | 0.01% | 2,871 | 175 | 6.5% | $1.61万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $26.34万 | 0.01% | 1,388 | -243 | -14.9% | -$4.61万 | 减仓 |
| DGRO | ISHARES TR | $26.33万 | 0.01% | 3,751 | 2 | 0.1% | $140 | 加仓 |
| FISV | FISERV INC | $26.30万 | 0.01% | 4,713 | 488 | 11.6% | $2.72万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $26.13万 | 0.01% | 2,395 | 2,395 | — | $26.13万 | 新建仓 |
| WPC | WP CAREY INC | $26.05万 | 0.01% | 3,833 | 713 | 22.9% | $4.85万 | 重新持有 |
| TDS | TELEPHONE & DATA SYS INC | $25.95万 | 0.01% | 6,165 | 131 | 2.2% | $5,515 | 加仓 |
| OC | OWENS CORNING NEW | $25.92万 | 0.01% | 2,395 | 41 | 1.7% | $4,437 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $25.91万 | 0.01% | 921 | 921 | — | $25.91万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $25.90万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $25.89万 | 0.01% | 4,072 | 52 | 1.3% | $3,307 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $25.89万 | 0.01% | 29,518 | -5,496 | -15.7% | -$4.82万 | 减仓 |
| DASH | DOORDASH INC | $25.80万 | 0.01% | 1,718 | 661 | 62.5% | $9.92万 | 重新持有 |
| RMBS | RAMBUS INC DEL | $25.77万 | 0.01% | 2,995 | 118 | 4.1% | $1.02万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $25.70万 | 0.01% | 1,032 | 96 | 10.3% | $2.39万 | 加仓 |
| HAS | HASBRO INC | $25.68万 | 0.01% | 2,744 | 2,744 | — | $25.68万 | 新建仓 |
| CCL | CARNIVAL CORP | $25.64万 | 0.01% | 9,908 | 476 | 5.0% | $1.23万 | 加仓 |
| SGOL | ETFS GOLD TR | $25.64万 | 0.01% | 5,746 | -55 | -0.9% | -$2,454 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $25.57万 | 0.01% | 5,072 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $25.56万 | 0.01% | 2,364 | 465 | 24.5% | $5.03万 | 加仓 |
| NRG | NRG ENERGY INC | $25.56万 | 0.01% | 1,749 | 45 | 2.6% | $6,577 | 加仓 |
| EFX | EQUIFAX INC | $25.50万 | 0.01% | 1,416 | 1,416 | — | $25.50万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.48万 | 0.01% | 877 | -208 | -19.2% | -$6.04万 | 重新持有 |
| CTRE | CARETRUST REIT INC | $25.48万 | 0.01% | 6,951 | 1,202 | 20.9% | $4.41万 | 加仓 |
| CSL | CARLISLE COS INC | $25.46万 | 0.01% | 763 | 131 | 20.7% | $4.37万 | 加仓 |
| TLH | ISHARES TR | $25.42万 | 0.01% | 2,524 | -313 | -11.0% | -$3.15万 | 减仓 |
| AEE | AMEREN CORP | $25.39万 | 0.01% | 2,310 | 290 | 14.4% | $3.19万 | 加仓 |
| TSN | TYSON FOODS INC | $25.34万 | 0.01% | 3,955 | 462 | 13.2% | $2.96万 | 加仓 |
| VMC | VULCAN MATLS CO | $25.32万 | 0.01% | 930 | -52 | -5.3% | -$1.42万 | 减仓 |
| PBF | PBF ENERGY INC | $25.31万 | 0.01% | 5,314 | 5,314 | — | $25.31万 | 新建仓 |
| ATR | APTARGROUP INC | $25.24万 | 0.01% | 2,003 | 268 | 15.4% | $3.38万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $25.19万 | 0.01% | 1,742 | 15 | 0.9% | $2,169 | 加仓 |
| MOG/A | MOOG INC | $25.11万 | 0.01% | 858 | 858 | — | $25.11万 | 新建仓 |
| MKL | MARKEL GROUP INC | $25.07万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $25.00万 | 0.01% | 445 | -77 | -14.8% | -$4.33万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $24.94万 | 0.01% | 1,902 | -366 | -16.1% | -$4.80万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $24.88万 | 0.01% | 10,051 | -155 | -1.5% | -$3,836 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $24.85万 | 0.01% | 4,017 | 4,017 | — | $24.85万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $24.81万 | 0.01% | 1,570 | -125 | -7.4% | -$1.98万 | 减仓 |
| DINO | HF SINCLAIR CORP | $24.77万 | 0.01% | 3,970 | 3,970 | — | $24.77万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $24.76万 | 0.01% | 12,923 | 441 | 3.5% | $8,450 | 加仓 |
| FOX | FOX CORP | $24.72万 | 0.01% | 4,656 | 263 | 6.0% | $1.40万 | 加仓 |
| DAN | DANA INC | $24.69万 | 0.01% | 7,336 | 7,336 | — | $24.69万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $24.68万 | 0.01% | 10,435 | 10,435 | — | $24.68万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $24.67万 | 0.01% | 1,305 | 1,305 | — | $24.67万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $24.64万 | 0.01% | 1,718 | -295 | -14.7% | -$4.23万 | 重新持有 |
| AROC | ARCHROCK INC | $24.62万 | 0.01% | 7,076 | 7,076 | — | $24.62万 | 新建仓 |
| ALB | ALBEMARLE CORP | $24.61万 | 0.01% | 1,371 | 1,371 | — | $24.61万 | 新建仓 |
| BOX | BOX INC | $24.59万 | 0.01% | 10,402 | 10,402 | — | $24.59万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $24.58万 | 0.01% | 1,801 | 95 | 5.6% | $1.30万 | 加仓 |
| LEN | LENNAR CORP | $24.54万 | 0.01% | 2,826 | 2,826 | — | $24.54万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $24.44万 | 0.01% | 3,638 | 3,638 | — | $24.44万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.44万 | 0.01% | 4,994 | -9 | -0.2% | -$440 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $24.36万 | 0.01% | 11,405 | 163 | 1.4% | $3,482 | 加仓 |
| TWLO | TWILIO INC | $24.35万 | 0.01% | 1,935 | 1,935 | — | $24.35万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $24.31万 | 0.01% | 10,682 | 10,682 | — | $24.31万 | 新建仓 |
| STE | STERIS PLC | $24.19万 | 0.01% | 1,094 | -556 | -33.7% | -$12.29万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $24.15万 | 0.01% | 11,139 | -2,980 | -21.1% | -$6.46万 | 减仓 |
| TTC | TORO CO | $24.14万 | 0.01% | 2,584 | 2,584 | — | $24.14万 | 新建仓 |
| IVZ | INVESCO LTD | $24.14万 | 0.01% | 9,938 | 1,737 | 21.2% | $4.22万 | 加仓 |
| OGS | ONE GAS INC | $24.07万 | 0.01% | 2,795 | 2,795 | — | $24.07万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $24.06万 | 0.01% | 1,457 | 1,457 | — | $24.06万 | 新建仓 |
| SANM | SANMINA CORP | $24.00万 | 0.01% | 1,851 | -2 | -0.1% | -$259 | 减仓 |
| VTRS | VIATRIS INC | $23.99万 | 0.01% | 17,761 | 1,186 | 7.2% | $1.60万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $23.79万 | 0.01% | 1,748 | -92 | -5.0% | -$1.25万 | 减仓 |
| CCI | CROWN CASTLE INC | $23.78万 | 0.01% | 2,926 | -692 | -19.1% | -$5.63万 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $23.72万 | 0.01% | 661 | -72 | -9.8% | -$2.58万 | 减仓 |
| TIP | ISHARES TR | $23.72万 | 0.01% | 2,149 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.70万 | 0.01% | 6,169 | 825 | 15.4% | $3.17万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $23.65万 | 0.01% | 2,113 | 33 | 1.6% | $3,693 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $23.60万 | 0.01% | 7,867 | 132 | 1.7% | $3,960 | 加仓 |
| NUE | NUCOR CORP | $23.59万 | 0.01% | 1,395 | 1,395 | — | $23.59万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $23.58万 | 0.01% | 4,562 | 111 | 2.5% | $5,738 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $23.55万 | 0.01% | 2,249 | 2,249 | — | $23.55万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $23.49万 | 0.01% | 3,273 | 3,273 | — | $23.49万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.48万 | 0.01% | 4,921 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $23.46万 | 0.01% | 1,615 | -22 | -1.3% | -$3,196 | 减仓 |
| INSM | INSMED INC | $23.43万 | 0.01% | 1,433 | 262 | 22.4% | $4.28万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $23.41万 | 0.01% | 8,536 | 266 | 3.2% | $7,296 | 加仓 |
| SKT | TANGER INC | $23.39万 | 0.01% | 6,884 | 148 | 2.2% | $5,029 | 加仓 |
| PATK | PATRICK INDS INC | $23.39万 | 0.01% | 2,106 | 44 | 2.1% | $4,887 | 加仓 |
| TXT | TEXTRON INC | $23.37万 | 0.01% | 2,669 | 255 | 10.6% | $2.23万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.31万 | 0.01% | 1,574 | -51 | -3.1% | -$7,553 | 减仓 |
| SR | SPIRE INC | $23.28万 | 0.01% | 2,571 | 16 | 0.6% | $1,449 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $23.25万 | 0.01% | 3,279 | 3,279 | — | $23.25万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $23.15万 | 0.01% | 2,440 | 33 | 1.4% | $3,131 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $23.12万 | 0.01% | 3,020 | 2,279 | 307.6% | $17.45万 | 加仓 |