Simplicity Wealth,LLC
SUMMIT NJ · SEC CIK 0001913243
$17.65亿2026Q1 申报市值
748持仓数
24.3%前十大占比 · 第一大 4.3%
85 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$590.10万
SPYM 加仓+$588.16万
GOVT 加仓+$395.34万
TLT 加仓+$346.92万
JHMD 加仓+$322.61万
2026Q1 卖出最多 按季末市值估算
SMMD 重新持有-$1,269.91万
OEF 减仓-$424.08万
SCHX 减仓-$265.10万
VGSH 减仓-$160.39万
IAU 减仓-$144.96万
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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -18,639 | -100.0% | -$94.28万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -9,024 | -100.0% | -$86.09万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -10,959 | -100.0% | -$69.83万 | 清仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -17,863 | -100.0% | -$61.00万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,114 | -100.0% | -$57.25万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -15,234 | -100.0% | -$49.22万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -40,332 | -100.0% | -$48.96万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -9,617 | -100.0% | -$44.13万 | 清仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,553 | -100.0% | -$41.41万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -4,486 | -100.0% | -$41.04万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -23,078 | -100.0% | -$39.97万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -15,463 | -100.0% | -$39.59万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -8,015 | -100.0% | -$37.69万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -1,255 | -100.0% | -$36.02万 | 清仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -12,775 | -100.0% | -$34.84万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -7,549 | -100.0% | -$34.60万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -6,555 | -100.0% | -$31.91万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -14,484 | -100.0% | -$29.90万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -3,177 | -100.0% | -$28.81万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -5,141 | -100.0% | -$28.13万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,264 | -100.0% | -$27.80万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -3,914 | -100.0% | -$25.61万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -6,100 | -100.0% | -$25.44万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -8,587 | -100.0% | -$25.30万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JULW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -6,106 | -100.0% | -$23.89万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,010 | -100.0% | -$22.87万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -9,566 | -100.0% | -$22.30万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -3,365 | -100.0% | -$22.20万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,728 | -100.0% | -$22.05万 | 清仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $0 | 0.00% | 0 | -9,523 | -100.0% | -$22.00万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -2,703 | -100.0% | -$21.30万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -3,216 | -100.0% | -$20.91万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,149 | -100.0% | -$20.41万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RBB FD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -5,539 | -100.0% | -$20.10万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -11,996 | -100.0% | -$18.35万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RZLV | REZOLVE AI PLC | $0 | 0.00% | 0 | -11,508 | -100.0% | -$2.96万 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -10,031 | -100.0% | -$1.90万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -22,108 | -100.0% | -$1.52万 | 清仓 |
| — | WESTWATER RES INC | $6,539 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GENENTA SCIENCE S P A | $8,205 | 0.00% | 12,211 | 12,211 | — | $8,205 | 新建仓 |
| — | WALDENCAST PLC | $1.61万 | 0.00% | 16,975 | -10,716 | -38.7% | -$1.02万 | 减仓 |
| IAUX | I-80 GOLD CORP | $2.16万 | 0.00% | 14,179 | -3,880 | -21.5% | -$5,898 | 减仓 |
| CDXS | CODEXIS INC | $2.17万 | 0.00% | 13,308 | 13,308 | — | $2.17万 | 新建仓 |
| — | GOLDMINING INC | $2.38万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.67万 | 0.00% | 11,802 | 208 | 1.8% | $470 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $2.68万 | 0.00% | 10,201 | -1 | -0.0% | -$3 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.70万 | 0.00% | 11,294 | 376 | 3.4% | $899 | 加仓 |
| — | ANIXA BIOSCIENCES INC | $3.10万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| LPL | LG DISPLAY CO LTD | $4.10万 | 0.00% | 10,563 | 10,563 | — | $4.10万 | 新建仓 |
| — | EDAP TMS S A | $4.14万 | 0.00% | 11,125 | -310 | -2.7% | -$1,153 | 减仓 |
| WTI | W & T OFFSHORE INC | $6.05万 | 0.00% | 17,755 | -2,332 | -11.6% | -$7,952 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.36万 | 0.00% | 10,850 | -216 | -2.0% | -$1,266 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.19万 | 0.00% | 14,289 | -2,242 | -13.6% | -$1.13万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.38万 | 0.00% | 12,000 | 12,000 | — | $7.38万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $9.06万 | 0.01% | 11,832 | 11,832 | — | $9.06万 | 新建仓 |
| — | PROSHARES TR II | $9.07万 | 0.01% | 10,900 | 10,900 | — | $9.07万 | 新建仓 |
| BBDC | BARINGS BDC INC | $9.07万 | 0.01% | 11,020 | 11,020 | — | $9.07万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.18万 | 0.01% | 11,559 | 11,559 | — | $9.18万 | 新建仓 |
| — | CAMBRIA ETF TR | $12.18万 | 0.01% | 10,400 | 10,400 | — | $12.18万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $13.55万 | 0.01% | 12,453 | -69 | -0.6% | -$751 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $15.00万 | 0.01% | 28,350 | -5,519 | -16.3% | -$2.92万 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $18.52万 | 0.01% | 38,999 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.03万 | 0.01% | 511 | 511 | — | $20.03万 | 新建仓 |
| LDUR | PIMCO ETF TR | $20.13万 | 0.01% | 2,101 | 2,101 | — | $20.13万 | 新建仓 |
| EXC | EXELON CORP | $20.17万 | 0.01% | 4,115 | 4,115 | — | $20.17万 | 新建仓 |
| ALLE | ALLEGION PLC | $20.24万 | 0.01% | 1,393 | 1,393 | — | $20.24万 | 新建仓 |
| OEF | ISHARES TR | $20.36万 | 0.01% | 640 | -13,332 | -95.4% | -$424.08万 | 减仓 |
| DHI | D R HORTON INC | $20.43万 | 0.01% | 1,489 | 257 | 20.9% | $3.53万 | 重新持有 |
| — | LISTED FDS TR | $20.53万 | 0.01% | 5,767 | -7,749 | -57.3% | -$27.58万 | 减仓 |
| TDUP | THREDUP INC | $20.57万 | 0.01% | 62,726 | -25 | -0.0% | -$82 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $20.62万 | 0.01% | 823 | 823 | — | $20.62万 | 新建仓 |
| TER | TERADYNE INC | $20.63万 | 0.01% | 696 | 696 | — | $20.63万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.67万 | 0.01% | 735 | 735 | — | $20.67万 | 新建仓 |
| HROW | HARROW INC | $20.70万 | 0.01% | 5,870 | -29 | -0.5% | -$1,023 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $20.76万 | 0.01% | 690 | -61 | -8.1% | -$1.84万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.77万 | 0.01% | 648 | 2 | 0.3% | $641 | 重新持有 |
| — | NORTHERN LTS FD TR IV | $21.00万 | 0.01% | 7,682 | -230 | -2.9% | -$6,288 | 减仓 |
| HAL | HALLIBURTON CO | $21.11万 | 0.01% | 5,414 | 5,414 | — | $21.11万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $21.27万 | 0.01% | 9,550 | -8,105 | -45.9% | -$18.05万 | 减仓 |
| EBAY | EBAY INC. | $21.30万 | 0.01% | 2,340 | -1,423 | -37.8% | -$12.95万 | 重新持有 |
| ING | ING GROEP N.V. | $21.34万 | 0.01% | 8,193 | -9,813 | -54.5% | -$25.56万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.41万 | 0.01% | 2,376 | 2,376 | — | $21.41万 | 新建仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $21.49万 | 0.01% | 4,948 | 113 | 2.3% | $4,907 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.51万 | 0.01% | 1,311 | 1,311 | — | $21.51万 | 新建仓 |