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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $21.61万 | 0.01% | 4,657 | 4,657 | — | $21.61万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.64万 | 0.01% | 297 | 1 | 0.3% | $729 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $21.66万 | 0.01% | 5,560 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.71万 | 0.01% | 2,634 | 229 | 9.5% | $1.89万 | 加仓 |
| DGRO | ISHARES TR | $21.72万 | 0.01% | 3,095 | -6,454 | -67.6% | -$45.29万 | 重新持有 |
| TMF | DIREXION SHARES ETF TRUST | $21.74万 | 0.01% | 6,029 | -156 | -2.5% | -$5,626 | 减仓 |
| SHLD | GLOBAL X FDS | $21.81万 | 0.01% | 3,079 | -64 | -2.0% | -$4,534 | 减仓 |
| SNTH | TIDAL TRUST III | $21.83万 | 0.01% | 8,318 | 8,318 | — | $21.83万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.89万 | 0.01% | 750 | 750 | — | $21.89万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $22.01万 | 0.01% | 3,387 | 3,387 | — | $22.01万 | 新建仓 |
| IR | INGERSOLL RAND INC | $22.03万 | 0.01% | 2,749 | -3 | -0.1% | -$240 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $22.06万 | 0.01% | 814 | 814 | — | $22.06万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $22.29万 | 0.01% | 2,148 | 2,148 | — | $22.29万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $22.37万 | 0.01% | 4,989 | 501 | 11.2% | $2.25万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $22.43万 | 0.01% | 7,286 | 7,286 | — | $22.43万 | 新建仓 |
| NDSN | NORDSON CORP | $22.51万 | 0.01% | 846 | 846 | — | $22.51万 | 新建仓 |
| AMCR | AMCOR PLC | $22.77万 | 0.01% | 5,728 | 5,728 | — | $22.77万 | 新建仓 |
| AGCO | AGCO CORP | $22.83万 | 0.01% | 1,970 | 1,970 | — | $22.83万 | 新建仓 |
| RMD | RESMED INC | $22.83万 | 0.01% | 1,017 | 1,017 | — | $22.83万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $22.84万 | 0.01% | 6,216 | 857 | 16.0% | $3.15万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $22.91万 | 0.01% | 2,010 | 75 | 3.9% | $8,549 | 加仓 |
| PWR | QUANTA SVCS INC | $22.95万 | 0.01% | 418 | -993 | -70.4% | -$54.52万 | 重新持有 |
| COWZ | PACER FDS TR | $23.01万 | 0.01% | 3,678 | -668 | -15.4% | -$4.18万 | 重新持有 |
| TRMB | TRIMBLE INC | $23.14万 | 0.01% | 3,547 | 916 | 34.8% | $5.98万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.17万 | 0.01% | 14,807 | 2,935 | 24.7% | $4.59万 | 加仓 |
| NOBL | PROSHARES TR | $23.31万 | 0.01% | 2,199 | -293 | -11.8% | -$3.11万 | 重新持有 |
| ISMD | NORTHERN LTS FD TR IV | $23.55万 | 0.01% | 5,892 | 645 | 12.3% | $2.58万 | 加仓 |
| NDAQ | NASDAQ INC | $23.74万 | 0.01% | 2,796 | 536 | 23.7% | $4.55万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $23.74万 | 0.01% | 11,649 | 11,649 | — | $23.74万 | 新建仓 |
| EFX | EQUIFAX INC | $23.82万 | 0.01% | 1,323 | 1,323 | — | $23.82万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.84万 | 0.01% | 394 | 394 | — | $23.84万 | 新建仓 |
| NRG | NRG ENERGY INC | $23.86万 | 0.01% | 1,633 | 172 | 11.8% | $2.51万 | 加仓 |
| WDAY | WORKDAY INC | $23.88万 | 0.01% | 1,838 | 859 | 87.7% | $11.16万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.04万 | 0.01% | 5,739 | 296 | 5.4% | $1.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.10万 | 0.01% | 6,369 | 25 | 0.4% | $946 | 加仓 |
| VMI | VALMONT INDS INC | $24.14万 | 0.01% | 604 | -6 | -1.0% | -$2,398 | 减仓 |
| SRE | SEMPRA | $24.20万 | 0.01% | 2,491 | 2,491 | — | $24.20万 | 新建仓 |
| ALL | ALLSTATE CORP | $24.21万 | 0.01% | 1,168 | -128 | -9.9% | -$2.65万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $24.25万 | 0.01% | 2,589 | -326 | -11.2% | -$3.05万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $24.30万 | 0.01% | 10,288 | 1,009 | 10.9% | $2.38万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $24.38万 | 0.01% | 8,937 | -33,882 | -79.1% | -$92.43万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $24.46万 | 0.01% | 6,836 | -570 | -7.7% | -$2.04万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.46万 | 0.01% | 8,983 | 8,983 | — | $24.46万 | 新建仓 |
| PCG | PG&E CORP | $24.47万 | 0.01% | 13,930 | 1,551 | 12.5% | $2.73万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $24.60万 | 0.01% | 3,720 | -145 | -3.8% | -$9,587 | 重新持有 |
| SPSB | SPDR SERIES TRUST | $24.60万 | 0.01% | 8,181 | 103 | 1.3% | $3,097 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $24.61万 | 0.01% | 9,161 | -79 | -0.9% | -$2,122 | 减仓 |
| SMMD | ISHARES TR | $24.67万 | 0.01% | 3,231 | -166,339 | -98.1% | -$1,269.91万 | 重新持有 |
| CTAS | CINTAS CORP | $24.70万 | 0.01% | 1,460 | -92 | -5.9% | -$1.56万 | 减仓 |
| SNPS | SYNOPSYS INC | $24.82万 | 0.01% | 626 | 178 | 39.7% | $7.06万 | 加仓 |
| APA | APA CORPORATION | $24.88万 | 0.01% | 5,863 | 5,863 | — | $24.88万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $24.93万 | 0.01% | 11,087 | 2,768 | 33.3% | $6.23万 | 重新持有 |
| GSK | GSK PLC | $25.10万 | 0.01% | 4,548 | -3,354 | -42.4% | -$18.51万 | 减仓 |
| AFL | AFLAC INC | $25.11万 | 0.01% | 2,289 | -205 | -8.2% | -$2.25万 | 减仓 |
| TGT | TARGET CORP | $25.16万 | 0.01% | 2,076 | -325 | -13.5% | -$3.94万 | 减仓 |
| EEMA | ISHARES INC | $25.19万 | 0.01% | 2,631 | -5,460 | -67.5% | -$52.27万 | 减仓 |
| MSA | MSA SAFETY INC | $25.22万 | 0.01% | 1,538 | 1,538 | — | $25.22万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $25.28万 | 0.01% | 11,251 | 378 | 3.5% | $8,494 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $25.43万 | 0.01% | 45,817 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $25.53万 | 0.01% | 4,482 | -566 | -11.2% | -$3.22万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $25.60万 | 0.01% | 8,055 | -255 | -3.1% | -$8,105 | 减仓 |
| FIX | COMFORT SYS USA INC | $25.65万 | 0.01% | 186 | 186 | — | $25.65万 | 新建仓 |
| CIEN | CIENA CORP | $25.70万 | 0.01% | 662 | 662 | — | $25.70万 | 新建仓 |
| MOD | MODINE MFG CO | $25.81万 | 0.01% | 1,191 | -879 | -42.5% | -$19.05万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $25.93万 | 0.01% | 4,753 | -10,910 | -69.7% | -$59.52万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $26.02万 | 0.01% | 17,254 | 17,254 | — | $26.02万 | 新建仓 |
| TRGP | TARGA RES CORP | $26.06万 | 0.01% | 1,039 | 1,039 | — | $26.06万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $26.19万 | 0.01% | 2,808 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $26.22万 | 0.01% | 10,248 | 10,248 | — | $26.22万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $26.27万 | 0.01% | 7,949 | -252 | -3.1% | -$8,328 | 减仓 |
| SLB | SLB LIMITED | $26.68万 | 0.02% | 5,191 | 5,191 | — | $26.68万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.81万 | 0.02% | 4,033 | 4,033 | — | $26.81万 | 新建仓 |
| SGOL | ETFS GOLD TR | $26.84万 | 0.02% | 6,015 | -634 | -9.5% | -$2.83万 | 减仓 |
| BCO | BRINKS CO | $26.88万 | 0.02% | 2,594 | 200 | 8.4% | $2.07万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $26.96万 | 0.02% | 9,817 | 2,276 | 30.2% | $6.25万 | 加仓 |
| CXT | CRANE NXT CO | $27.13万 | 0.02% | 6,684 | 2,060 | 44.6% | $8.36万 | 加仓 |
| CSX | CSX CORP | $27.15万 | 0.02% | 6,615 | 984 | 17.5% | $4.04万 | 加仓 |
| SYK | STRYKER CORPORATION | $27.18万 | 0.02% | 827 | 81 | 10.9% | $2.66万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $27.37万 | 0.02% | 5,594 | 1,085 | 24.1% | $5.31万 | 加仓 |
| ES | EVERSOURCE ENERGY | $27.39万 | 0.02% | 3,953 | -95 | -2.3% | -$6,582 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $27.46万 | 0.02% | 10,747 | 10,747 | — | $27.46万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $27.56万 | 0.02% | 2,940 | -591 | -16.7% | -$5.54万 | 减仓 |
| DGRW | WISDOMTREE TR | $27.73万 | 0.02% | 3,157 | 3,157 | — | $27.73万 | 新建仓 |
| BDC | BELDEN INC | $27.79万 | 0.02% | 2,420 | 558 | 30.0% | $6.41万 | 加仓 |
| ILCV | ISHARES TR | $28.06万 | 0.02% | 3,013 | 3,013 | — | $28.06万 | 新建仓 |
| SH | PROSHARES TR | $28.10万 | 0.02% | 7,408 | -710 | -8.7% | -$2.69万 | 减仓 |
| ECL | ECOLAB INC | $28.13万 | 0.02% | 1,057 | -171 | -13.9% | -$4.55万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $28.15万 | 0.02% | 11,468 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $28.20万 | 0.02% | 3,786 | 440 | 13.2% | $3.28万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $28.24万 | 0.02% | 6,912 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.32万 | 0.02% | 967 | -253 | -20.7% | -$7.41万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $28.40万 | 0.02% | 1,723 | 299 | 21.0% | $4.93万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $28.43万 | 0.02% | 6,118 | 6,118 | — | $28.43万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $28.74万 | 0.02% | 248 | -49 | -16.5% | -$5.68万 | 减仓 |
| HSY | HERSHEY CO | $28.78万 | 0.02% | 1,384 | -56 | -3.9% | -$1.16万 | 减仓 |
| APTV | APTIV PLC | $28.91万 | 0.02% | 4,163 | 1,465 | 54.3% | $10.17万 | 加仓 |
| FIG | FIGMA INC | $29.03万 | 0.02% | 13,732 | -2,545 | -15.6% | -$5.38万 | 减仓 |
| SEIC | SEI INVTS CO | $29.05万 | 0.02% | 3,702 | 870 | 30.7% | $6.83万 | 加仓 |
| — | GRANITESHARES PLATINUM TR | $29.09万 | 0.02% | 15,381 | -1,678 | -9.8% | -$3.17万 | 减仓 |
| OKE | ONEOK INC NEW | $29.17万 | 0.02% | 3,227 | 3,227 | — | $29.17万 | 新建仓 |