Simplicity Wealth,LLC
SUMMIT NJ · SEC CIK 0001913243
$29.63亿2026Q2 申报市值
1,022持仓数
19.1%前十大占比 · 第一大 3.0%
292 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$2,599.93万
CAT 加仓+$2,509.23万
GOOGL 加仓+$2,440.66万
SCNM 加仓+$2,362.85万
NVDA 加仓+$1,897.23万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$432.45万
BND 减仓-$378.05万
QUAL 减仓-$368.29万
AMD 减仓-$356.91万
EFV 减仓-$308.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOVI | INVESCO EXCH TRADED FD TR II | $411.79万 | 0.14% | 151,671 | 142,734 | 1,597.1% | $387.52万 | 加仓 |
| SO | SOUTHERN CO | $414.30万 | 0.14% | 43,287 | 34,780 | 408.8% | $332.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $416.16万 | 0.14% | 48,312 | 16,860 | 53.6% | $145.23万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $421.00万 | 0.14% | 103,592 | 12,634 | 13.9% | $51.34万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $421.23万 | 0.14% | 11,880 | 8,238 | 226.2% | $292.09万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $421.32万 | 0.14% | 89,891 | 44,081 | 96.2% | $206.61万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $429.56万 | 0.14% | 94,429 | 15,496 | 19.6% | $70.49万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $431.50万 | 0.15% | 117,896 | 104,250 | 764.0% | $381.55万 | 加仓 |
| IDV | ISHARES TR | $434.24万 | 0.15% | 104,812 | 36,662 | 53.8% | $151.89万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $435.55万 | 0.15% | 13,845 | 13,845 | — | $435.55万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $439.28万 | 0.15% | 96,885 | 52,595 | 118.8% | $238.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $439.86万 | 0.15% | 20,184 | 3,229 | 19.0% | $70.37万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $441.06万 | 0.15% | 76,480 | 22,353 | 41.3% | $128.91万 | 加仓 |
| MCD | MCDONALDS CORP | $442.70万 | 0.15% | 16,378 | 3,784 | 30.0% | $102.28万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $444.23万 | 0.15% | 218,080 | -85,318 | -28.1% | -$173.79万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $444.87万 | 0.15% | 9,315 | 4,054 | 77.1% | $193.61万 | 加仓 |
| IWD | ISHARES TR | $466.80万 | 0.16% | 19,255 | 3,221 | 20.1% | $78.09万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $470.15万 | 0.16% | 22,182 | 22,182 | — | $470.15万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $473.98万 | 0.16% | 127,209 | 46,079 | 56.8% | $171.69万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $483.84万 | 0.16% | 9,420 | 1,521 | 19.3% | $78.12万 | 加仓 |
| DDWM | WISDOMTREE TR | $486.54万 | 0.16% | 105,357 | 17,271 | 19.6% | $79.76万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $487.00万 | 0.16% | 74,237 | 2,604 | 3.6% | $17.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $490.61万 | 0.17% | 59,845 | 42,203 | 239.2% | $345.98万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $497.98万 | 0.17% | 98,454 | 23,405 | 31.2% | $118.38万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $506.34万 | 0.17% | 108,169 | -3,065 | -2.8% | -$14.35万 | 减仓 |
| JHCR | JOHN HANCOCK EXCHANGE TRADED | $514.38万 | 0.17% | 203,669 | 203,669 | — | $514.38万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $514.53万 | 0.17% | 196,159 | 74,564 | 61.3% | $195.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $515.02万 | 0.17% | 7,123 | 2,063 | 40.8% | $149.16万 | 加仓 |
| WFC | WELLS FARGO & CO | $530.04万 | 0.18% | 64,138 | 11,079 | 20.9% | $91.56万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $532.44万 | 0.18% | 134,185 | -7,752 | -5.5% | -$30.76万 | 减仓 |
| TPR | TAPESTRY INC | $538.19万 | 0.18% | 36,767 | 36,767 | — | $538.19万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $541.27万 | 0.18% | 102,669 | -1,403 | -1.3% | -$7.40万 | 减仓 |
| BIL | SPDR SERIES TRUST | $541.94万 | 0.18% | 59,139 | -29,404 | -33.2% | -$269.46万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $553.16万 | 0.19% | 116,749 | 5,044 | 4.5% | $23.90万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $555.85万 | 0.19% | 116,407 | 8,146 | 7.5% | $38.90万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $556.36万 | 0.19% | 35,066 | 20,956 | 148.5% | $332.49万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $557.57万 | 0.19% | 154,322 | 138,250 | 860.2% | $499.50万 | 加仓 |
| MBB | ISHARES TR | $566.28万 | 0.19% | 59,911 | 11,260 | 23.1% | $106.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $569.79万 | 0.19% | 68,034 | 1,860 | 2.8% | $15.58万 | 加仓 |
| IWF | ISHARES TR | $578.42万 | 0.20% | 46,583 | 7,459 | 19.1% | $92.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $582.29万 | 0.20% | 49,910 | 22,072 | 79.3% | $257.51万 | 加仓 |
| BAC | BANK OF AMER CORP | $596.75万 | 0.20% | 104,730 | 9,796 | 10.3% | $55.82万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $600.30万 | 0.20% | 72,632 | 64,056 | 746.9% | $529.42万 | 加仓 |
| IWS | ISHARES TR | $604.33万 | 0.20% | 36,715 | -1,918 | -5.0% | -$31.57万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $612.23万 | 0.21% | 105,195 | 42,170 | 66.9% | $245.43万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $619.85万 | 0.21% | 112,679 | -328 | -0.3% | -$1.80万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $622.88万 | 0.21% | 170,511 | 61,094 | 55.8% | $223.18万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $635.15万 | 0.21% | 17,930 | 16,285 | 990.0% | $576.88万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $641.53万 | 0.22% | 159,229 | 101,001 | 173.5% | $406.93万 | 加仓 |
| HD | HOME DEPOT INC | $647.00万 | 0.22% | 18,345 | 1,698 | 10.2% | $59.89万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $653.48万 | 0.22% | 278,790 | 247,354 | 786.8% | $579.80万 | 加仓 |
| GOVT | ISHARES TR | $655.42万 | 0.22% | 287,718 | 47,603 | 19.8% | $108.44万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $666.55万 | 0.22% | 222,108 | 213,927 | 2,614.9% | $641.99万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $672.16万 | 0.23% | 89,311 | 3,680 | 4.3% | $27.70万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $682.57万 | 0.23% | 66,237 | 2,545 | 4.0% | $26.23万 | 加仓 |
| MRK | MERCK & CO INC | $684.48万 | 0.23% | 53,267 | 9,009 | 20.4% | $115.77万 | 加仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $686.26万 | 0.23% | 170,527 | 11,941 | 7.5% | $48.05万 | 加仓 |
| KO | COCA COLA CO | $686.51万 | 0.23% | 84,473 | 15,186 | 21.9% | $123.42万 | 加仓 |
| IJR | ISHARES TR | $693.49万 | 0.23% | 46,759 | 10,602 | 29.3% | $157.24万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $710.45万 | 0.24% | 105,659 | 41,816 | 65.5% | $281.17万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $714.52万 | 0.24% | 119,626 | -6,580 | -5.2% | -$39.30万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $726.14万 | 0.25% | 155,031 | 155,031 | — | $726.14万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $728.61万 | 0.25% | 168,894 | 24,786 | 17.2% | $106.93万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $740.71万 | 0.25% | 98,814 | 11,687 | 13.4% | $87.61万 | 加仓 |
| ORCL | ORACLE CORP | $740.74万 | 0.25% | 50,546 | 21,075 | 71.5% | $308.85万 | 加仓 |
| NFLX | NETFLIX INC. | $744.46万 | 0.25% | 104,267 | 43,465 | 71.5% | $310.34万 | 加仓 |
| TJX | TJX COS INC NEW | $757.53万 | 0.26% | 50,002 | 45,332 | 970.7% | $686.78万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $789.89万 | 0.27% | 210,886 | 13,305 | 6.7% | $49.83万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $807.14万 | 0.27% | 176,424 | 176,424 | — | $807.14万 | 新建仓 |
| DE | DEERE & CO | $811.80万 | 0.27% | 12,797 | 10,735 | 520.6% | $680.99万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $815.29万 | 0.28% | 135,229 | 135,229 | — | $815.29万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $826.23万 | 0.28% | 303,648 | 276,627 | 1,023.7% | $752.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $827.92万 | 0.28% | 16,545 | 2,974 | 21.9% | $148.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $835.32万 | 0.28% | 29,704 | 12,161 | 69.3% | $341.98万 | 加仓 |
| AGEM | ABRDN FDS | $839.79万 | 0.28% | 170,066 | -13,127 | -7.2% | -$64.82万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $844.30万 | 0.28% | 157,489 | 87,983 | 126.6% | $471.68万 | 加仓 |
| AGG | ISHARES TR | $853.58万 | 0.29% | 86,237 | 33,128 | 62.4% | $327.90万 | 加仓 |
| V | VISA INC | $855.53万 | 0.29% | 24,936 | 5,453 | 28.0% | $187.09万 | 加仓 |
| IDEV | ISHARES TR | $864.26万 | 0.29% | 97,096 | -5,451 | -5.3% | -$48.52万 | 减仓 |
| USIG | ISHARES TR | $867.26万 | 0.29% | 169,089 | 9,212 | 5.8% | $47.25万 | 加仓 |
| MUB | ISHARES TR | $868.80万 | 0.29% | 80,728 | -535 | -0.7% | -$5.76万 | 减仓 |
| HAL | HALLIBURTON CO | $885.08万 | 0.30% | 260,700 | 255,286 | 4,715.3% | $866.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $934.94万 | 0.32% | 8,100 | 3,125 | 62.8% | $360.70万 | 加仓 |
| IVE | ISHARES TR | $935.07万 | 0.32% | 41,182 | 1,065 | 2.7% | $24.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $942.79万 | 0.32% | 64,292 | 11,497 | 21.8% | $168.59万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $949.41万 | 0.32% | 319,453 | 37 | 0.0% | $1,100 | 加仓 |
| EFV | ISHARES TR | $959.54万 | 0.32% | 125,349 | -40,250 | -24.3% | -$308.11万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $962.27万 | 0.32% | 185,837 | 60,469 | 48.2% | $313.11万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $980.10万 | 0.33% | 521,467 | 521,467 | — | $980.10万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,010.99万 | 0.34% | 277,136 | -2,830 | -1.0% | -$10.32万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,043.36万 | 0.35% | 195,021 | 188,505 | 2,893.0% | $1,008.50万 | 加仓 |
| EFG | ISHARES TR | $1,077.06万 | 0.36% | 86,566 | 6,936 | 8.7% | $86.30万 | 加仓 |
| C | CITIGROUP INC | $1,106.47万 | 0.37% | 86,109 | 77,104 | 856.2% | $990.76万 | 加仓 |
| CSCO | CISCO SYS INC | $1,125.56万 | 0.38% | 95,826 | 26,951 | 39.1% | $316.56万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,162.18万 | 0.39% | 51,964 | 49,702 | 2,197.3% | $1,111.59万 | 加仓 |
| LLY | ELI LILLY & CO | $1,162.68万 | 0.39% | 9,693 | 2,019 | 26.3% | $242.18万 | 加仓 |
| IVW | ISHARES TR | $1,222.33万 | 0.41% | 88,877 | 17,656 | 24.8% | $242.82万 | 加仓 |
| IWX | ISHARES TR | $1,226.52万 | 0.41% | 116,634 | 8,300 | 7.7% | $87.28万 | 加仓 |
| — | EXXON MOBIL CORP | $1,239.76万 | 0.42% | 90,679 | 40,523 | 80.8% | $554.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,254.70万 | 0.42% | 296,339 | 213,722 | 258.7% | $904.90万 | 加仓 |