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 |
|---|---|---|---|---|---|---|---|---|
| PNOV | INNOVATOR ETFS TRUST | $28.10万 | 0.01% | 6,337 | -575 | -8.3% | -$2.55万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $28.17万 | 0.01% | 13,381 | 13,381 | — | $28.17万 | 新建仓 |
| SNPS | SYNOPSYS INC | $28.33万 | 0.01% | 635 | 9 | 1.4% | $4,015 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $28.76万 | 0.01% | 2,120 | 2,120 | — | $28.76万 | 新建仓 |
| FE | FIRSTENERGY CORP | $28.81万 | 0.01% | 6,059 | -780 | -11.4% | -$3.71万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $29.03万 | 0.01% | 6,403 | 6,403 | — | $29.03万 | 新建仓 |
| EWY | ISHARES INC | $29.09万 | 0.01% | 1,441 | 1,441 | — | $29.09万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $29.10万 | 0.01% | 860 | 860 | — | $29.10万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $29.17万 | 0.01% | 5,994 | 5,994 | — | $29.17万 | 新建仓 |
| KR | KROGER CO | $29.24万 | 0.01% | 5,265 | 5,265 | — | $29.24万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $29.41万 | 0.01% | 4,823 | 4,823 | — | $29.41万 | 新建仓 |
| COR | CENCORA INC | $29.91万 | 0.01% | 1,057 | -200 | -15.9% | -$5.66万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $29.95万 | 0.01% | 6,224 | -460 | -6.9% | -$2.21万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.97万 | 0.01% | 7,265 | 1,705 | 30.7% | $7.03万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $30.01万 | 0.01% | 34,779 | 34,779 | — | $30.01万 | 新建仓 |
| VSEC | VSE CORP | $30.05万 | 0.01% | 1,315 | 1,315 | — | $30.05万 | 新建仓 |
| AGGY | WISDOMTREE TR | $30.14万 | 0.01% | 6,931 | -461 | -6.2% | -$2.00万 | 减仓 |
| SPGI | S&P GLOBAL INC | $30.17万 | 0.01% | 741 | -83 | -10.1% | -$3.38万 | 减仓 |
| SAM | BOSTON BEER INC | $30.17万 | 0.01% | 1,704 | 1,704 | — | $30.17万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $30.34万 | 0.01% | 867 | 867 | — | $30.34万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $30.39万 | 0.01% | 1,858 | -32 | -1.7% | -$5,233 | 减仓 |
| ICSH | ISHARES TR | $30.47万 | 0.01% | 6,023 | 6,023 | — | $30.47万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $30.50万 | 0.01% | 3,344 | 3,344 | — | $30.50万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $30.50万 | 0.01% | 11,442 | 1,625 | 16.6% | $4.33万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $30.51万 | 0.01% | 1,334 | 1,334 | — | $30.51万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $30.53万 | 0.01% | 6,287 | 2,900 | 85.6% | $14.08万 | 加仓 |
| UBS | UBS GROUP AG | $30.55万 | 0.01% | 6,164 | 6,164 | — | $30.55万 | 新建仓 |
| ILCV | ISHARES TR | $30.62万 | 0.01% | 3,025 | 12 | 0.4% | $1,215 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $30.69万 | 0.01% | 2,887 | -53 | -1.8% | -$5,634 | 减仓 |
| APA | APA CORPORATION | $30.72万 | 0.01% | 9,433 | 3,570 | 60.9% | $11.63万 | 加仓 |
| XYZ | BLOCK INC | $30.76万 | 0.01% | 4,048 | 4,048 | — | $30.76万 | 新建仓 |
| ECL | ECOLAB INC | $30.82万 | 0.01% | 1,106 | 49 | 4.6% | $1.37万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $30.83万 | 0.01% | 1,717 | 78 | 4.8% | $1.40万 | 加仓 |
| TIP | ISHARES TR | $31.07万 | 0.01% | 2,839 | 39 | 1.4% | $4,268 | 加仓 |
| FNV | FRANCO NEV CORP | $31.08万 | 0.01% | 1,491 | 1,491 | — | $31.08万 | 新建仓 |
| HEZU | ISHARES TR | $31.09万 | 0.01% | 6,200 | -992 | -13.8% | -$4.98万 | 减仓 |
| PPL | PPL CORP | $31.11万 | 0.01% | 8,558 | 609 | 7.7% | $2.21万 | 加仓 |
| SSRM | SSR MINING IN | $31.12万 | 0.01% | 11,004 | 488 | 4.6% | $1.38万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.18万 | 0.01% | 1,193 | 1,193 | — | $31.18万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $31.32万 | 0.01% | 14,663 | -335 | -2.2% | -$7,156 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.34万 | 0.01% | 6,946 | 6,946 | — | $31.34万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $31.43万 | 0.01% | 7,338 | 7,338 | — | $31.43万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $31.46万 | 0.01% | 3,241 | 3,241 | — | $31.46万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $31.48万 | 0.01% | 8,262 | 8,262 | — | $31.48万 | 新建仓 |
| MTB | M & T BK CORP | $32.02万 | 0.01% | 1,345 | 1,345 | — | $32.02万 | 新建仓 |
| EZM | WISDOMTREE TR | $32.02万 | 0.01% | 4,226 | 4,226 | — | $32.02万 | 新建仓 |
| TRGP | TARGA RES CORP | $32.02万 | 0.01% | 1,194 | 155 | 14.9% | $4.16万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $32.10万 | 0.01% | 241 | -7 | -2.8% | -$9,324 | 减仓 |
| MSTR | STRATEGY INC | $32.23万 | 0.01% | 3,707 | -777 | -17.3% | -$6.75万 | 减仓 |
| TMFC | RBB FD INC | $32.32万 | 0.01% | 4,244 | 4,244 | — | $32.32万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $32.36万 | 0.01% | 11,840 | 2,857 | 31.8% | $7.81万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $32.41万 | 0.01% | 6,303 | 6,303 | — | $32.41万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $32.45万 | 0.01% | 5,742 | 5,742 | — | $32.45万 | 新建仓 |
| EBAY | EBAY INC. | $32.48万 | 0.01% | 2,907 | 567 | 24.2% | $6.34万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $32.58万 | 0.01% | 4,220 | 4,220 | — | $32.58万 | 新建仓 |
| IDU | ISHARES TR | $32.78万 | 0.01% | 2,860 | 2,860 | — | $32.78万 | 新建仓 |
| AFL | AFLAC INC | $32.79万 | 0.01% | 2,797 | 508 | 22.2% | $5.96万 | 加仓 |
| ALLE | ALLEGION PLC | $32.87万 | 0.01% | 2,339 | 946 | 67.9% | $13.29万 | 加仓 |
| CTVA | CORTEVA INC | $32.92万 | 0.01% | 3,887 | 3,887 | — | $32.92万 | 新建仓 |
| EFOR | EVERFORTH INC | $33.03万 | 0.01% | 18,484 | 18,484 | — | $33.03万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $33.07万 | 0.01% | 6,898 | 682 | 11.0% | $3.27万 | 加仓 |
| LRN | STRIDE INC | $33.12万 | 0.01% | 3,841 | 3,841 | — | $33.12万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $33.26万 | 0.01% | 2,504 | 494 | 24.6% | $6.56万 | 加仓 |
| EXC | EXELON CORP | $33.29万 | 0.01% | 7,140 | 3,025 | 73.5% | $14.10万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $33.54万 | 0.01% | 3,607 | 3,607 | — | $33.54万 | 新建仓 |
| CTAS | CINTAS CORP | $33.56万 | 0.01% | 1,973 | 513 | 35.1% | $8.73万 | 加仓 |
| CSGP | COSTAR GROUP INC | $33.76万 | 0.01% | 11,922 | 11,922 | — | $33.76万 | 新建仓 |
| AON | AON PLC | $33.77万 | 0.01% | 1,018 | -21 | -2.0% | -$6,966 | 减仓 |
| DHI | D R HORTON INC | $33.82万 | 0.01% | 2,076 | 587 | 39.4% | $9.56万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $33.86万 | 0.01% | 25,499 | 25,499 | — | $33.86万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $33.96万 | 0.01% | 6,452 | -2 | -0.0% | -$105 | 减仓 |
| BAX | BAXTER INTL INC | $33.98万 | 0.01% | 15,940 | 15,940 | — | $33.98万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $34.02万 | 0.01% | 16,311 | 779 | 5.0% | $1.62万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $34.14万 | 0.01% | 5,335 | 5,335 | — | $34.14万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.26万 | 0.01% | 8,093 | -1,134 | -12.3% | -$4.80万 | 减仓 |
| MOD | MODINE MFG CO | $34.26万 | 0.01% | 1,283 | 92 | 7.7% | $2.46万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $34.43万 | 0.01% | 31,101 | 31,101 | — | $34.43万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $34.48万 | 0.01% | 27,762 | 27,762 | — | $34.48万 | 新建仓 |
| BITO | PROSHARES TR | $34.73万 | 0.01% | 43,518 | 43,518 | — | $34.73万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $34.73万 | 0.01% | 10,063 | 2,008 | 24.9% | $6.93万 | 加仓 |
| PCG | PG&E CORP | $34.84万 | 0.01% | 20,714 | 6,784 | 48.7% | $11.41万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.95万 | 0.01% | 1,192 | -2,447 | -67.2% | -$71.74万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $35.29万 | 0.01% | 3,270 | 26 | 0.8% | $2,806 | 加仓 |
| NDSN | NORDSON CORP | $35.31万 | 0.01% | 1,170 | 324 | 38.3% | $9.78万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $35.32万 | 0.01% | 9,305 | 587 | 6.7% | $2.23万 | 加仓 |
| DDOG | DATADOG INC | $35.33万 | 0.01% | 1,357 | 1,357 | — | $35.33万 | 新建仓 |
| OEF | ISHARES TR | $35.37万 | 0.01% | 967 | 327 | 51.1% | $11.96万 | 加仓 |
| XEL | XCEL ENERGY INC | $35.49万 | 0.01% | 4,420 | 159 | 3.7% | $1.28万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $35.86万 | 0.01% | 9,788 | 1,839 | 23.1% | $6.74万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $35.87万 | 0.01% | 3,951 | 3,951 | — | $35.87万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $36.02万 | 0.01% | 7,632 | -193 | -2.5% | -$9,109 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $36.02万 | 0.01% | 9,113 | 9,113 | — | $36.02万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $36.04万 | 0.01% | 3,193 | 3,193 | — | $36.04万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $36.12万 | 0.01% | 24,030 | -43,882 | -64.6% | -$65.95万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $36.21万 | 0.01% | 1,832 | -139 | -7.1% | -$2.75万 | 减仓 |
| ULS | UL SOLUTIONS INC | $36.26万 | 0.01% | 3,560 | 3,560 | — | $36.26万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $36.45万 | 0.01% | 10,954 | 666 | 6.5% | $2.22万 | 加仓 |
| DOW | DOW HLDGS INC | $36.46万 | 0.01% | 13,324 | 13,324 | — | $36.46万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $36.48万 | 0.01% | 9,404 | 873 | 10.2% | $3.39万 | 加仓 |
| ERIE | ERIE INDTY CO | $36.66万 | 0.01% | 1,529 | 1,529 | — | $36.66万 | 新建仓 |