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 |
|---|---|---|---|---|---|---|---|---|
| WSO | WATSCO INC | $23.06万 | 0.01% | 634 | 634 | — | $23.06万 | 新建仓 |
| LIVN | LIVANOVA PLC | $23.03万 | 0.01% | 3,623 | 145 | 4.2% | $9,216 | 加仓 |
| VTV | VANGUARD INDEX FDS | $22.96万 | 0.01% | 1,170 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $22.73万 | 0.01% | 9,755 | 9,755 | — | $22.73万 | 新建仓 |
| IYR | ISHARES TR | $22.62万 | 0.01% | 2,392 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $22.59万 | 0.01% | 2,804 | 2,804 | — | $22.59万 | 新建仓 |
| ISPY | PROSHARES TR | $22.48万 | 0.01% | 5,186 | -38,577 | -88.1% | -$167.23万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $22.48万 | 0.01% | 4,376 | 51 | 1.2% | $2,620 | 加仓 |
| DOV | DOVER CORP | $22.45万 | 0.01% | 1,077 | 1,077 | — | $22.45万 | 新建仓 |
| CBRE | CBRE GROUP INC | $22.43万 | 0.01% | 1,656 | -259 | -13.5% | -$3.51万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $22.29万 | 0.01% | 1,956 | 282 | 16.8% | $3.21万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $22.29万 | 0.01% | 1,372 | -263 | -16.1% | -$4.27万 | 重新持有 |
| LULU | LULULEMON ATHLETICA INC | $22.28万 | 0.01% | 1,455 | 1,455 | — | $22.28万 | 新建仓 |
| IWM | ISHARES TR | $22.27万 | 0.01% | 898 | -5,385 | -85.7% | -$133.57万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $22.26万 | 0.01% | 2,285 | 2,285 | — | $22.26万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $22.19万 | 0.01% | 1,427 | -600 | -29.6% | -$9.33万 | 减仓 |
| AVA | AVISTA CORP | $22.19万 | 0.01% | 5,529 | 5,529 | — | $22.19万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $22.16万 | 0.01% | 1,854 | -90 | -4.6% | -$1.08万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $22.13万 | 0.01% | 1,214 | 68 | 5.9% | $1.24万 | 加仓 |
| MP | MP MATERIALS CORP | $22.06万 | 0.01% | 4,571 | 31 | 0.7% | $1,496 | 加仓 |
| MRCY | MERCURY SYS INC | $21.94万 | 0.01% | 3,009 | 27 | 0.9% | $1,969 | 加仓 |
| SNOW | SNOWFLAKE INC | $21.88万 | 0.01% | 1,451 | 412 | 39.7% | $6.21万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $21.82万 | 0.01% | 717 | 101 | 16.4% | $3.07万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $21.80万 | 0.01% | 946 | 946 | — | $21.80万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.72万 | 0.01% | 3,267 | 3,267 | — | $21.72万 | 新建仓 |
| BCS | BARCLAYS PLC | $21.72万 | 0.01% | 10,264 | 96 | 0.9% | $2,031 | 加仓 |
| NXT | NEXTPOWER INC | $21.65万 | 0.01% | 1,796 | 1,796 | — | $21.65万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $21.58万 | 0.01% | 3,297 | 3,297 | — | $21.58万 | 新建仓 |
| PTC | PTC INC | $21.56万 | 0.01% | 1,513 | 1,513 | — | $21.56万 | 新建仓 |
| GCC | WISDOMTREE TR | $21.52万 | 0.01% | 8,989 | -2,316 | -20.5% | -$5.54万 | 减仓 |
| CYTK | CYTOKINETICS INC | $21.50万 | 0.01% | 3,262 | 79 | 2.5% | $5,207 | 加仓 |
| CROX | CROCS INC | $21.45万 | 0.01% | 2,584 | 205 | 8.6% | $1.70万 | 加仓 |
| AIR | AAR CORP | $21.43万 | 0.01% | 1,958 | 1,958 | — | $21.43万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $21.42万 | 0.01% | 7,511 | 7,511 | — | $21.42万 | 新建仓 |
| SUSA | ISHARES TR | $21.41万 | 0.01% | 1,620 | -37 | -2.2% | -$4,889 | 减仓 |
| BMI | BADGER METER INC | $21.39万 | 0.01% | 1,404 | 107 | 8.2% | $1.63万 | 加仓 |
| RMD | RESMED INC | $21.33万 | 0.01% | 950 | 116 | 13.9% | $2.60万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $21.28万 | 0.01% | 16,847 | 615 | 3.8% | $7,768 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.26万 | 0.01% | 2,359 | 2,359 | — | $21.26万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $21.21万 | 0.01% | 1,228 | -99 | -7.5% | -$1.71万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $21.20万 | 0.01% | 1,931 | 90 | 4.9% | $9,880 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $21.19万 | 0.01% | 4,718 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $21.16万 | 0.01% | 2,790 | -90 | -3.1% | -$6,827 | 减仓 |
| — | INVESCO PA VALUE MUN INC TR | $21.14万 | 0.01% | 20,004 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $21.12万 | 0.01% | 1,334 | 368 | 38.1% | $5.83万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $21.08万 | 0.01% | 2,283 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $21.06万 | 0.01% | 8,132 | -469 | -5.5% | -$1.21万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $20.99万 | 0.01% | 1,450 | -122 | -7.8% | -$1.77万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $20.98万 | 0.01% | 2,881 | 70 | 2.5% | $5,098 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.95万 | 0.01% | 432 | 15 | 3.6% | $7,274 | 重新持有 |
| CR | CRANE COMPANY | $20.90万 | 0.01% | 1,222 | 1,222 | — | $20.90万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $20.82万 | 0.01% | 2,655 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $20.75万 | 0.01% | 817 | -284 | -25.8% | -$7.21万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $20.71万 | 0.01% | 3,045 | 3,045 | — | $20.71万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $20.67万 | 0.01% | 3,995 | -2,659 | -40.0% | -$13.76万 | 减仓 |
| ES | EVERSOURCE ENERGY | $20.66万 | 0.01% | 2,982 | 2,982 | — | $20.66万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $20.64万 | 0.01% | 7,663 | 451 | 6.3% | $1.21万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $20.60万 | 0.01% | 623 | 111 | 21.7% | $3.67万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $20.54万 | 0.01% | 5,155 | 5,155 | — | $20.54万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $20.50万 | 0.01% | 818 | -60 | -6.8% | -$1.50万 | 减仓 |
| MYRG | MYR GROUP INC | $20.50万 | 0.01% | 726 | 726 | — | $20.50万 | 新建仓 |
| EAT | BRINKER INTL INC | $20.46万 | 0.01% | 1,433 | -12 | -0.8% | -$1,713 | 减仓 |
| HXL | HEXCEL CORP NEW | $20.44万 | 0.01% | 2,526 | 2,526 | — | $20.44万 | 新建仓 |
| CNO | CNO FINL GROUP INC | $20.36万 | 0.01% | 4,958 | 4,958 | — | $20.36万 | 新建仓 |
| IEX | IDEX CORP | $20.34万 | 0.01% | 1,073 | 1,073 | — | $20.34万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $20.33万 | 0.01% | 9,048 | -295 | -3.2% | -$6,629 | 重新持有 |
| SHM | SPDR SERIES TRUST | $20.29万 | 0.01% | 4,243 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $20.26万 | 0.01% | 9,925 | 9,925 | — | $20.26万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $20.23万 | 0.01% | 4,934 | 4,934 | — | $20.23万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $20.21万 | 0.01% | 1,760 | 1,760 | — | $20.21万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $20.20万 | 0.01% | 2,880 | -240 | -7.7% | -$1.68万 | 减仓 |
| — | HYPERFINE INC | $20.17万 | 0.01% | 186,737 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $20.16万 | 0.01% | 5,053 | -379 | -7.0% | -$1.51万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $20.16万 | 0.01% | 4,428 | 4,428 | — | $20.16万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $20.13万 | 0.00% | 4,974 | 4,974 | — | $20.13万 | 新建仓 |
| MUSA | MURPHY USA INC | $20.10万 | 0.00% | 407 | 407 | — | $20.10万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $20.10万 | 0.00% | 1,086 | 1,086 | — | $20.10万 | 新建仓 |
| FLS | FLOWSERVE CORP | $20.10万 | 0.00% | 2,734 | 2,734 | — | $20.10万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $20.08万 | 0.00% | 2,604 | 2,604 | — | $20.08万 | 新建仓 |
| NPO | ENPRO INC | $20.00万 | 0.00% | 798 | 798 | — | $20.00万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $19.95万 | 0.00% | 20,067 | 3,910 | 24.2% | $3.89万 | 加仓 |
| VALE | VALE S A | $19.84万 | 0.00% | 12,471 | -11,345 | -47.6% | -$18.05万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $19.15万 | 0.00% | 15,592 | 5,171 | 49.6% | $6.35万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $18.57万 | 0.00% | 24,536 | 6,193 | 33.8% | $4.69万 | 加仓 |
| SAN | BANCO SANTANDER SA | $18.11万 | 0.00% | 16,058 | 16,058 | — | $18.11万 | 新建仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $18.03万 | 0.00% | 15,116 | 2,000 | 15.2% | $2.39万 | 加仓 |
| FMC | FMC CORP | $17.56万 | 0.00% | 10,195 | 10,195 | — | $17.56万 | 新建仓 |
| — | WHITESTONE REIT | $17.32万 | 0.00% | 10,723 | 597 | 5.9% | $9,642 | 重新持有 |
| EC | ECOPETROL S A | $17.24万 | 0.00% | 11,500 | 11,500 | — | $17.24万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $16.15万 | 0.00% | 35,883 | 47 | 0.1% | $212 | 加仓 |
| CAG | CONAGRA BRANDS INC | $15.96万 | 0.00% | 10,153 | -1,391 | -12.0% | -$2.19万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $15.30万 | 0.00% | 16,330 | 305 | 1.9% | $2,858 | 加仓 |
| — | TOWNSQUARE MEDIA INC | $14.82万 | 0.00% | 27,300 | 8,500 | 45.2% | $4.62万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $14.59万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $14.34万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $14.13万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $13.38万 | 0.00% | 14,403 | 328 | 2.3% | $3,047 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.70万 | 0.00% | 16,000 | 16,000 | — | $12.70万 | 新建仓 |
| WU | WESTERN UN CO | $12.17万 | 0.00% | 13,935 | 1,804 | 14.9% | $1.57万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $12.10万 | 0.00% | 11,176 | 456 | 4.3% | $4,938 | 加仓 |