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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $29.23万 | 0.02% | 4,328 | -1,442 | -25.0% | -$9.74万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $29.31万 | 0.02% | 8,864 | 8,864 | — | $29.31万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $29.47万 | 0.02% | 3,015 | -5,397 | -64.2% | -$52.75万 | 减仓 |
| DHR | DANAHER CORP DEL | $29.47万 | 0.02% | 1,554 | 131 | 9.2% | $2.48万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $29.48万 | 0.02% | 17,757 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $29.53万 | 0.02% | 1,639 | 1,639 | — | $29.53万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $29.69万 | 0.02% | 13,818 | -13,466 | -49.4% | -$28.94万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $29.78万 | 0.02% | 4,631 | 30 | 0.7% | $1,929 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $29.89万 | 0.02% | 9,448 | 707 | 8.1% | $2.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.89万 | 0.02% | 8,531 | 1,173 | 15.9% | $4.11万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $30.00万 | 0.02% | 8,718 | 367 | 4.4% | $1.26万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $30.06万 | 0.02% | 3,222 | 346 | 12.0% | $3.23万 | 加仓 |
| XBI | SPDR SERIES TRUST | $30.24万 | 0.02% | 2,367 | -192 | -7.5% | -$2.45万 | 减仓 |
| SNDK | SANDISK CORP | $30.31万 | 0.02% | 477 | 477 | — | $30.31万 | 新建仓 |
| PPL | PPL CORP | $30.36万 | 0.02% | 7,949 | 7,949 | — | $30.36万 | 新建仓 |
| WRB | BERKLEY W R CORP | $30.51万 | 0.02% | 4,604 | 251 | 5.8% | $1.66万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.53万 | 0.02% | 1,941 | -264 | -12.0% | -$4.15万 | 重新持有 |
| HLN | HALEON PLC | $30.55万 | 0.02% | 30,523 | -13,608 | -30.8% | -$13.62万 | 减仓 |
| BX | BLACKSTONE INC | $30.57万 | 0.02% | 2,659 | 537 | 25.3% | $6.17万 | 加仓 |
| — | STERLING CAP FDS | $30.75万 | 0.02% | 12,277 | 12,277 | — | $30.75万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $30.78万 | 0.02% | 5,938 | 5,938 | — | $30.78万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $30.79万 | 0.02% | 6,454 | 6,454 | — | $30.79万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $30.79万 | 0.02% | 9,227 | 1,008 | 12.3% | $3.36万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $30.79万 | 0.02% | 14,734 | 2,371 | 19.2% | $4.96万 | 加仓 |
| SSRM | SSR MINING IN | $30.89万 | 0.02% | 10,516 | -40 | -0.4% | -$1,175 | 减仓 |
| TIP | ISHARES TR | $30.90万 | 0.02% | 2,800 | 24 | 0.9% | $2,649 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $31.03万 | 0.02% | 12,458 | -31,424 | -71.6% | -$78.28万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $31.05万 | 0.02% | 1,429 | -455 | -24.2% | -$9.88万 | 重新持有 |
| DFGR | DIMENSIONAL ETF TRUST | $31.14万 | 0.02% | 11,716 | 674 | 6.1% | $1.79万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $31.17万 | 0.02% | 4,158 | 1,103 | 36.1% | $8.27万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $31.24万 | 0.02% | 6,684 | -6,482 | -49.2% | -$30.30万 | 减仓 |
| IDXX | IDEXX LABS INC | $31.24万 | 0.02% | 556 | 122 | 28.1% | $6.86万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.32万 | 0.02% | 1,030 | 91 | 9.7% | $2.77万 | 加仓 |
| HEZU | ISHARES TR | $31.43万 | 0.02% | 7,192 | 945 | 15.1% | $4.13万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $31.45万 | 0.02% | 7,825 | 7,825 | — | $31.45万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $31.69万 | 0.02% | 3,244 | 64 | 2.0% | $6,252 | 加仓 |
| ROST | ROSS STORES INC | $32.04万 | 0.02% | 1,479 | 193 | 15.0% | $4.18万 | 加仓 |
| AGGY | WISDOMTREE TR | $32.12万 | 0.02% | 7,392 | -33 | -0.4% | -$1,434 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $32.15万 | 0.02% | 2,538 | -149 | -5.5% | -$1.89万 | 减仓 |
| ANGL | VANECK ETF TRUST | $32.23万 | 0.02% | 11,223 | -7,810 | -41.0% | -$22.43万 | 减仓 |
| MPC | MARATHON PETE CORP | $32.43万 | 0.02% | 1,328 | -703 | -34.6% | -$17.17万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.47万 | 0.02% | 3,518 | -157 | -4.3% | -$1.45万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $32.56万 | 0.02% | 15,532 | -969 | -5.9% | -$2.03万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $32.62万 | 0.02% | 1,890 | 632 | 50.2% | $10.91万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $32.64万 | 0.02% | 4,032 | 42 | 1.1% | $3,399 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $33.00万 | 0.02% | 2,255 | 955 | 73.5% | $13.98万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.20万 | 0.02% | 1,636 | 14 | 0.9% | $2,841 | 加仓 |
| IIIV | I3 VERTICALS INC | $33.54万 | 0.02% | 14,998 | 157 | 1.1% | $3,511 | 加仓 |
| AON | AON PLC | $33.54万 | 0.02% | 1,039 | 154 | 17.4% | $4.97万 | 加仓 |
| EXP | EAGLE MATLS INC | $33.73万 | 0.02% | 1,780 | 15 | 0.8% | $2,842 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $33.79万 | 0.02% | 1,216 | 306 | 33.6% | $8.50万 | 加仓 |
| XEL | XCEL ENERGY INC | $33.85万 | 0.02% | 4,261 | 62 | 1.5% | $4,925 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $34.11万 | 0.02% | 11,441 | 1,005 | 9.6% | $3.00万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $34.42万 | 0.02% | 5,978 | 38 | 0.6% | $2,188 | 加仓 |
| FE | FIRSTENERGY CORP | $34.65万 | 0.02% | 6,839 | 223 | 3.4% | $1.13万 | 加仓 |
| CB | CHUBB LTD SWITZ | $34.81万 | 0.02% | 1,068 | 161 | 17.8% | $5.25万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $34.86万 | 0.02% | 4,881 | 664 | 15.7% | $4.74万 | 加仓 |
| SPGI | S&P GLOBAL INC | $35.03万 | 0.02% | 824 | 67 | 8.9% | $2.85万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $35.04万 | 0.02% | 6,516 | 422 | 6.9% | $2.27万 | 加仓 |
| VLO | VALERO ENERGY CORP | $35.07万 | 0.02% | 1,419 | -2,286 | -61.7% | -$56.50万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $35.13万 | 0.02% | 843 | 229 | 37.3% | $9.54万 | 加仓 |
| EOG | EOG RES INC | $35.55万 | 0.02% | 2,459 | 55 | 2.3% | $7,951 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $35.68万 | 0.02% | 10,640 | 2,936 | 38.1% | $9.84万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $35.80万 | 0.02% | 327 | 56 | 20.7% | $6.13万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $36.32万 | 0.02% | 1,971 | -499 | -20.2% | -$9.20万 | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $36.63万 | 0.02% | 5,462 | 449 | 9.0% | $3.01万 | 加仓 |
| ADBE | ADOBE INC | $36.63万 | 0.02% | 1,507 | 115 | 8.3% | $2.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $36.78万 | 0.02% | 2,294 | 165 | 7.8% | $2.65万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $36.84万 | 0.02% | 9,379 | 1,260 | 15.5% | $4.95万 | 加仓 |
| VTR | VENTAS INC | $36.87万 | 0.02% | 4,508 | 596 | 15.2% | $4.87万 | 加仓 |
| CCL | CARNIVAL CORP | $37.15万 | 0.02% | 14,354 | -1,930 | -11.9% | -$4.99万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $37.40万 | 0.02% | 14,233 | -539 | -3.6% | -$1.42万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $37.46万 | 0.02% | 1,773 | -84 | -4.5% | -$1.77万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $37.50万 | 0.02% | 1,457 | 383 | 35.7% | $9.86万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.53万 | 0.02% | 3,789 | 923 | 32.2% | $9.14万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $37.57万 | 0.02% | 609 | 177 | 41.0% | $10.92万 | 加仓 |
| ENB | ENBRIDGE INC | $37.64万 | 0.02% | 6,953 | 587 | 9.2% | $3.18万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $37.83万 | 0.02% | 3,404 | 43 | 1.3% | $4,778 | 加仓 |
| PAYX | PAYCHEX INC | $37.94万 | 0.02% | 4,118 | 1,780 | 76.1% | $16.40万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $37.95万 | 0.02% | 1,943 | -141 | -6.8% | -$2.75万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $38.00万 | 0.02% | 3,735 | -171 | -4.4% | -$1.74万 | 减仓 |
| EVRG | EVERGY INC | $38.49万 | 0.02% | 4,698 | -18 | -0.4% | -$1,475 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $39.07万 | 0.02% | 2,512 | 1,290 | 105.6% | $20.06万 | 加仓 |
| BIIB | BIOGEN INC | $39.40万 | 0.02% | 2,149 | 197 | 10.1% | $3.61万 | 加仓 |
| COR | CENCORA INC | $39.49万 | 0.02% | 1,257 | 147 | 13.2% | $4.62万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $39.50万 | 0.02% | 4,226 | 41 | 1.0% | $3,833 | 加仓 |
| TFI | SPDR SERIES TRUST | $39.64万 | 0.02% | 8,743 | 757 | 9.5% | $3.43万 | 加仓 |
| APG | API GROUP CORP | $39.84万 | 0.02% | 9,833 | 1,669 | 20.4% | $6.76万 | 加仓 |
| TMUS | T-MOBILE US INC | $39.87万 | 0.02% | 1,899 | 536 | 39.3% | $11.25万 | 加仓 |
| — | PROSHARES TR II | $39.94万 | 0.02% | 13,494 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $40.32万 | 0.02% | 8,415 | 47 | 0.6% | $2,252 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.43万 | 0.02% | 3,088 | 865 | 38.9% | $11.33万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $40.48万 | 0.02% | 33,233 | 11,875 | 55.6% | $14.46万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $40.49万 | 0.02% | 16,044 | -558 | -3.4% | -$1.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.59万 | 0.02% | 10,614 | -786 | -6.9% | -$3.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.64万 | 0.02% | 10,329 | 0 | 0.0% | — | 不变 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $40.96万 | 0.02% | 11,537 | 11,537 | — | $40.96万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $41.10万 | 0.02% | 6,645 | -561 | -7.8% | -$3.47万 | 减仓 |
| F | FORD MTR CO | $41.43万 | 0.02% | 35,905 | -1,753 | -4.7% | -$2.02万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $41.66万 | 0.02% | 880 | 395 | 81.4% | $18.70万 | 加仓 |