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 |
|---|---|---|---|---|---|---|---|---|
| RWK | INVESCO EXCH TRADED FD TR II | $21.82万 | 0.01% | 1,492 | 1,492 | — | $21.82万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $21.87万 | 0.01% | 2,743 | 2,743 | — | $21.87万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $21.88万 | 0.01% | 1,297 | 1,297 | — | $21.88万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $21.92万 | 0.01% | 2,709 | 2,709 | — | $21.92万 | 新建仓 |
| CVNA | CARVANA CO | $21.94万 | 0.01% | 3,333 | 2,764 | 485.8% | $18.19万 | 重新持有 |
| KIM | KIMCO REALTY CORP | $21.94万 | 0.01% | 8,655 | -2,596 | -23.1% | -$6.58万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $21.96万 | 0.01% | 589 | 589 | — | $21.96万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $21.97万 | 0.01% | 2,869 | 2,869 | — | $21.97万 | 新建仓 |
| HPQ | HP INC | $22.00万 | 0.01% | 10,026 | 10,026 | — | $22.00万 | 新建仓 |
| ENB | ENBRIDGE INC | $22.07万 | 0.01% | 4,072 | -2,881 | -41.4% | -$15.62万 | 减仓 |
| JEMB | JANUS DETROIT STR TR | $22.17万 | 0.01% | 4,120 | 4,120 | — | $22.17万 | 新建仓 |
| NUE | NUCOR CORP | $22.19万 | 0.01% | 996 | 996 | — | $22.19万 | 新建仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $22.23万 | 0.01% | 6,298 | 6,298 | — | $22.23万 | 新建仓 |
| CRK | COMSTOCK RES INC | $22.24万 | 0.01% | 14,906 | 14,906 | — | $22.24万 | 新建仓 |
| DGRO | ISHARES TR | $22.26万 | 0.01% | 2,937 | -158 | -5.1% | -$1.20万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $22.34万 | 0.01% | 8,240 | 8,240 | — | $22.34万 | 新建仓 |
| COO | COOPER COS INC | $22.36万 | 0.01% | 3,118 | 3,118 | — | $22.36万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $22.57万 | 0.01% | 5,221 | 5,221 | — | $22.57万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $22.69万 | 0.01% | 986 | 986 | — | $22.69万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $22.73万 | 0.01% | 1,534 | 1,534 | — | $22.73万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $22.80万 | 0.01% | 3,216 | 3,216 | — | $22.80万 | 新建仓 |
| UTES | ETFIS SER TR I | $22.95万 | 0.01% | 2,807 | 2,807 | — | $22.95万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $22.95万 | 0.01% | 3,716 | 3,716 | — | $22.95万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $22.97万 | 0.01% | 289 | 289 | — | $22.97万 | 新建仓 |
| WTMF | WISDOMTREE TR | $22.99万 | 0.01% | 5,628 | 5,628 | — | $22.99万 | 新建仓 |
| YYY | AMPLIFY ETF TR | $23.01万 | 0.01% | 19,957 | 19,957 | — | $23.01万 | 新建仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $23.10万 | 0.01% | 4,948 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $23.11万 | 0.01% | 4,471 | -558 | -11.1% | -$2.88万 | 重新持有 |
| EAGG | ISHARES TR | $23.25万 | 0.01% | 4,903 | 4,903 | — | $23.25万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $23.42万 | 0.01% | 2,685 | 2,685 | — | $23.42万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $23.46万 | 0.01% | 7,978 | 7,978 | — | $23.46万 | 新建仓 |
| NGVT | INGEVITY CORP | $23.51万 | 0.01% | 3,148 | 3,148 | — | $23.51万 | 新建仓 |
| — | STERLING CAP FDS | $23.57万 | 0.01% | 9,393 | -2,884 | -23.5% | -$7.24万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.61万 | 0.01% | 868 | 868 | — | $23.61万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $23.65万 | 0.01% | 2,662 | 2,662 | — | $23.65万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $23.70万 | 0.01% | 1,072 | 1,072 | — | $23.70万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $23.84万 | 0.01% | 17,715 | -10,032 | -36.2% | -$13.50万 | 重新持有 |
| RMD | RESMED INC | $23.86万 | 0.01% | 1,224 | 207 | 20.4% | $4.03万 | 加仓 |
| MRNA | MODERNA INC | $23.94万 | 0.01% | 3,419 | 3,419 | — | $23.94万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $24.09万 | 0.01% | 1,475 | 1,475 | — | $24.09万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $24.20万 | 0.01% | 282 | 282 | — | $24.20万 | 新建仓 |
| KKR | KKR & CO INC | $24.21万 | 0.01% | 2,637 | 189 | 7.7% | $1.73万 | 重新持有 |
| AS | AMER SPORTS INC | $24.26万 | 0.01% | 7,169 | 7,169 | — | $24.26万 | 新建仓 |
| ADSK | AUTODESK INC | $24.59万 | 0.01% | 1,265 | -816 | -39.2% | -$15.86万 | 减仓 |
| ADBE | ADOBE INC | $24.74万 | 0.01% | 4,049 | 2,542 | 168.7% | $15.53万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.83万 | 0.01% | 8,221 | 8,221 | — | $24.83万 | 新建仓 |
| SRE | SEMPRA | $24.83万 | 0.01% | 2,678 | 187 | 7.5% | $1.73万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $24.92万 | 0.01% | 1,069 | 1,069 | — | $24.92万 | 新建仓 |
| HROW | HARROW INC | $24.93万 | 0.01% | 5,869 | -1 | -0.0% | -$42 | 减仓 |
| MXL | MAXLINEAR INC | $25.03万 | 0.01% | 1,955 | 1,955 | — | $25.03万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.12万 | 0.01% | 2,330 | -46 | -1.9% | -$4,959 | 减仓 |
| SYK | STRYKER CORPORATION | $25.13万 | 0.01% | 798 | -29 | -3.5% | -$9,133 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $25.21万 | 0.01% | 3,231 | 3,231 | — | $25.21万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $25.28万 | 0.01% | 49,756 | -87,985 | -63.9% | -$44.70万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $25.31万 | 0.01% | 1,910 | 392 | 25.8% | $5.19万 | 重新持有 |
| UYLD | ANGEL OAK FUNDS TRUST | $25.32万 | 0.01% | 4,964 | 4,964 | — | $25.32万 | 新建仓 |
| LII | LENNOX INTL INC | $25.45万 | 0.01% | 444 | 444 | — | $25.45万 | 新建仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $25.45万 | 0.01% | 8,680 | -481 | -5.3% | -$1.41万 | 减仓 |
| KEY | KEYCORP | $25.48万 | 0.01% | 11,053 | 11,053 | — | $25.48万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.48万 | 0.01% | 5,739 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $25.52万 | 0.01% | 4,103 | 425 | 11.6% | $2.64万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $25.61万 | 0.01% | 2,253 | 2,253 | — | $25.61万 | 新建仓 |
| CORP | PIMCO ETF TR | $25.63万 | 0.01% | 2,645 | 2,645 | — | $25.63万 | 新建仓 |
| WDAY | WORKDAY INC | $25.63万 | 0.01% | 2,094 | 256 | 13.9% | $3.13万 | 加仓 |
| ING | ING GROEP N.V. | $25.69万 | 0.01% | 8,188 | -5 | -0.1% | -$157 | 减仓 |
| ABNB | AIRBNB INC | $25.74万 | 0.01% | 1,798 | -4,384 | -70.9% | -$62.75万 | 减仓 |
| NOBL | PROSHARES TR | $25.81万 | 0.01% | 4,595 | 197 | 4.5% | $1.11万 | 加仓 |
| ROL | ROLLINS INC | $25.82万 | 0.01% | 6,187 | 2,259 | 57.5% | $9.43万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $25.83万 | 0.01% | 14,567 | -240 | -1.6% | -$4,255 | 减仓 |
| STT | STATE STR CORP | $25.99万 | 0.01% | 1,532 | 1,532 | — | $25.99万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $26.00万 | 0.01% | 1,888 | 1,888 | — | $26.00万 | 新建仓 |
| EFX | EQUIFAX INC | $26.01万 | 0.01% | 1,639 | 316 | 23.9% | $5.02万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $26.22万 | 0.01% | 10,017 | 10,017 | — | $26.22万 | 新建仓 |
| SHLD | GLOBAL X FDS | $26.40万 | 0.01% | 4,421 | 1,342 | 43.6% | $8.01万 | 加仓 |
| UL | UNILEVER PLC | $26.54万 | 0.01% | 4,415 | -67 | -1.5% | -$4,028 | 减仓 |
| — | PROSHARES TR | $26.61万 | 0.01% | 3,257 | 3,257 | — | $26.61万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $26.67万 | 0.01% | 1,013 | 1,013 | — | $26.67万 | 新建仓 |
| SCO | PROSHARES TR II | $26.70万 | 0.01% | 7,625 | 7,625 | — | $26.70万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.01% | 2,317 | -698 | -23.2% | -$8.08万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $26.82万 | 0.01% | 9,758 | 2,076 | 27.0% | $5.71万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $26.96万 | 0.01% | 2,808 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $27.17万 | 0.01% | 1,317 | 1,317 | — | $27.17万 | 新建仓 |
| IYW | ISHARES TR | $27.24万 | 0.01% | 1,080 | -466 | -30.1% | -$11.75万 | 重新持有 |
| ANGL | VANECK ETF TRUST | $27.27万 | 0.01% | 9,327 | -1,896 | -16.9% | -$5.54万 | 减仓 |
| SAIA | SAIA INC | $27.38万 | 0.01% | 650 | 650 | — | $27.38万 | 新建仓 |
| HLN | HALEON PLC | $27.48万 | 0.01% | 29,452 | -1,071 | -3.5% | -$9,993 | 减仓 |
| VXUS | VANGUARD STAR FDS | $27.48万 | 0.01% | 3,215 | 3,215 | — | $27.48万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $27.61万 | 0.01% | 5,070 | 5,070 | — | $27.61万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $27.63万 | 0.01% | 3,316 | 3,316 | — | $27.63万 | 新建仓 |
| SGVT | SCHWAB STRATEGIC TR | $27.68万 | 0.01% | 2,748 | 2,748 | — | $27.68万 | 新建仓 |
| MCHI | ISHARES TR | $27.73万 | 0.01% | 5,435 | 5,435 | — | $27.73万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $27.79万 | 0.01% | 2,952 | 2,952 | — | $27.79万 | 新建仓 |
| EZU | ISHARES INC | $27.82万 | 0.01% | 4,003 | 4,003 | — | $27.82万 | 新建仓 |
| IDXX | IDEXX LABS INC | $27.90万 | 0.01% | 530 | -26 | -4.7% | -$1.37万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.93万 | 0.01% | 2,431 | -158 | -6.1% | -$1.82万 | 减仓 |
| EWJ | ISHARES INC | $27.95万 | 0.01% | 2,997 | 2,997 | — | $27.95万 | 新建仓 |
| NRG | NRG ENERGY INC | $27.96万 | 0.01% | 1,914 | 281 | 17.2% | $4.11万 | 加仓 |
| ES | EVERSOURCE ENERGY | $27.99万 | 0.01% | 3,873 | -80 | -2.0% | -$5,781 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.00万 | 0.01% | 3,041 | -477 | -13.6% | -$4.39万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $28.05万 | 0.01% | 2,996 | 2,996 | — | $28.05万 | 新建仓 |