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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $1,267.15万 | 0.43% | 37,462 | 35,291 | 1,625.6% | $1,193.71万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,283.25万 | 0.43% | 348,047 | 348,047 | — | $1,283.25万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,315.37万 | 0.44% | 266,917 | 225,208 | 540.0% | $1,109.82万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,316.16万 | 0.44% | 31,667 | 19,330 | 156.7% | $803.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,350.15万 | 0.46% | 31,158 | -388 | -1.2% | -$16.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,351.02万 | 0.46% | 53,196 | 21,844 | 69.7% | $554.77万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,360.98万 | 0.46% | 86,122 | 22,489 | 35.3% | $355.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,362.90万 | 0.46% | 82,222 | 53,047 | 181.8% | $879.30万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,393.43万 | 0.47% | 546,014 | 15,076 | 2.8% | $38.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,416.58万 | 0.48% | 20,058 | 13,551 | 208.3% | $957.03万 | 加仓 |
| META | META PLATFORMS INC | $1,439.45万 | 0.49% | 25,554 | 6,306 | 32.8% | $355.22万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,490.82万 | 0.50% | 319,712 | 22,506 | 7.6% | $104.95万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,511.75万 | 0.51% | 290,108 | 38,134 | 15.1% | $198.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,553.18万 | 0.52% | 26,737 | -6,144 | -18.7% | -$356.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,582.63万 | 0.53% | 83,069 | 50,624 | 156.0% | $964.49万 | 加仓 |
| — | CAPITOL SER TR | $1,599.93万 | 0.54% | 639,079 | 639,079 | — | $1,599.93万 | 新建仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $1,606.19万 | 0.54% | 361,672 | 44,989 | 14.2% | $199.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,609.83万 | 0.54% | 49,181 | 13,781 | 38.9% | $451.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,623.37万 | 0.55% | 16,051 | 13,867 | 634.9% | $1,402.49万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,644.98万 | 0.56% | 224,294 | 6,346 | 2.9% | $46.54万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,686.39万 | 0.57% | 498,343 | 106,718 | 27.3% | $361.13万 | 加仓 |
| GOOG | ALPHABET INC | $1,690.10万 | 0.57% | 47,833 | 15,021 | 45.8% | $530.74万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,740.27万 | 0.59% | 195,142 | 26,734 | 15.9% | $238.41万 | 加仓 |
| RTX | RTX CORPORATION | $1,766.37万 | 0.60% | 93,099 | 72,496 | 351.9% | $1,375.47万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,772.97万 | 0.60% | 142,111 | 10,282 | 7.8% | $128.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,817.46万 | 0.61% | 24,680 | 15,362 | 164.9% | $1,131.27万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,835.49万 | 0.62% | 301,939 | 254,375 | 534.8% | $1,546.35万 | 加仓 |
| IUSB | ISHARES TR | $1,846.78万 | 0.62% | 400,169 | 126,182 | 46.1% | $582.33万 | 加仓 |
| IWY | ISHARES TR | $1,913.39万 | 0.65% | 65,838 | 1,700 | 2.7% | $49.41万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,978.16万 | 0.67% | 290,863 | 163,839 | 129.0% | $1,114.27万 | 加仓 |
| IEMG | ISHARES INC | $2,027.32万 | 0.68% | 244,727 | -18,955 | -7.2% | -$157.02万 | 减仓 |
| ABBV | ABBVIE INC | $2,055.44万 | 0.69% | 81,682 | 38,842 | 90.7% | $977.42万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,060.16万 | 0.70% | 173,137 | 147,285 | 569.7% | $1,752.55万 | 加仓 |
| WMT | WALMART INC | $2,085.33万 | 0.70% | 184,119 | 134,621 | 272.0% | $1,524.71万 | 加仓 |
| TSLA | TESLA INC | $2,147.42万 | 0.72% | 51,056 | 22,326 | 77.7% | $939.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,163.42万 | 0.73% | 487,697 | 43,104 | 9.7% | $191.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,287.13万 | 0.77% | 24,449 | 15,117 | 162.0% | $1,414.15万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,417.58万 | 0.82% | 479,774 | 228,365 | 90.8% | $1,150.73万 | 加仓 |
| SCNM | STERLING CAP FDS | $2,449.42万 | 0.83% | 973,736 | 939,321 | 2,729.4% | $2,362.85万 | 加仓 |
| TLT | ISHARES TR | $2,481.57万 | 0.84% | 287,153 | 4,241 | 1.5% | $36.65万 | 加仓 |
| AMZN | AMAZON COM INC | $2,657.30万 | 0.90% | 111,492 | 40,226 | 56.4% | $958.75万 | 加仓 |
| AVGO | BROADCOM INC | $2,734.73万 | 0.92% | 72,395 | 35,816 | 97.9% | $1,352.95万 | 加仓 |
| CAT | CATERPILLAR INC | $2,943.28万 | 0.99% | 27,639 | 23,563 | 578.1% | $2,509.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,199.07万 | 1.08% | 85,761 | 32,532 | 61.1% | $1,213.51万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,421.78万 | 1.15% | 380,366 | 8,945 | 2.4% | $80.47万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $3,452.84万 | 1.17% | 741,461 | 9,778 | 1.3% | $45.53万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,457.25万 | 1.17% | 358,301 | 73,619 | 25.9% | $710.35万 | 加仓 |
| GOOGL | ALPHABET INC | $3,893.79万 | 1.31% | 108,957 | 68,295 | 168.0% | $2,440.66万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,051.57万 | 1.37% | 461,034 | 46,393 | 11.2% | $407.70万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $5,316.86万 | 1.79% | 1,283,956 | 71,486 | 5.9% | $296.02万 | 加仓 |
| IVV | ISHARES TR | $5,490.64万 | 1.85% | 73,317 | 20,551 | 38.9% | $1,539.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,540.66万 | 1.87% | 276,909 | 94,819 | 52.1% | $1,897.23万 | 加仓 |
| AAPL | APPLE INC | $5,705.40万 | 1.93% | 197,173 | 89,851 | 83.7% | $2,599.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,060.37万 | 2.38% | 102,799 | 6,008 | 6.2% | $412.64万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,097.61万 | 2.40% | 795,696 | 147,874 | 22.8% | $1,319.04万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $8,994.30万 | 3.04% | 702,241 | 12,413 | 1.8% | $158.99万 | 加仓 |