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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC | $41.70万 | 0.02% | 1,810 | 338 | 23.0% | $7.79万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $41.71万 | 0.02% | 860 | 36 | 4.4% | $1.75万 | 加仓 |
| MOAT | VANECK ETF TRUST | $41.76万 | 0.02% | 4,318 | 860 | 24.9% | $8.32万 | 加仓 |
| MUSA | MURPHY USA INC | $41.99万 | 0.02% | 850 | 105 | 14.1% | $5.19万 | 加仓 |
| IBTO | ISHARES TR | $42.02万 | 0.02% | 17,227 | -185 | -1.1% | -$4,512 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $42.20万 | 0.02% | 2,262 | -16 | -0.7% | -$2,985 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $42.31万 | 0.02% | 1,179 | 54 | 4.8% | $1.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.46万 | 0.02% | 7,491 | 1,133 | 17.8% | $6.42万 | 加仓 |
| PFF | ISHARES TR | $42.50万 | 0.02% | 14,017 | 1,619 | 13.1% | $4.91万 | 加仓 |
| EQIX | EQUINIX INC | $43.23万 | 0.02% | 441 | 441 | — | $43.23万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $43.24万 | 0.02% | 9,651 | 9,651 | — | $43.24万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $43.39万 | 0.02% | 8,684 | 8,684 | — | $43.39万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $43.44万 | 0.02% | 978 | -124 | -11.3% | -$5.51万 | 减仓 |
| BCHP | PRINCIPAL EXCHANGE TRADED FD | $43.48万 | 0.02% | 13,289 | 1,089 | 8.9% | $3.56万 | 加仓 |
| CI | THE CIGNA GROUP | $43.49万 | 0.02% | 1,630 | 236 | 16.9% | $6.30万 | 加仓 |
| ITOT | ISHARES TR | $43.52万 | 0.02% | 3,056 | 1,575 | 106.3% | $22.43万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $43.88万 | 0.02% | 13,646 | 13,646 | — | $43.88万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $43.91万 | 0.02% | 1,623 | 1,623 | — | $43.91万 | 新建仓 |
| CVS | CVS HEALTH CORP | $43.93万 | 0.02% | 6,116 | 706 | 13.0% | $5.07万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $43.98万 | 0.02% | 12,246 | -468 | -3.7% | -$1.68万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $44.13万 | 0.03% | 4,975 | 924 | 22.8% | $8.20万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $44.29万 | 0.03% | 9,218 | 4,410 | 91.7% | $21.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $44.31万 | 0.03% | 6,088 | 37 | 0.6% | $2,693 | 加仓 |
| GLW | CORNING INC | $44.78万 | 0.03% | 3,294 | 366 | 12.5% | $4.98万 | 加仓 |
| AMLP | ALPS ETF TR | $44.85万 | 0.03% | 8,520 | 8,520 | — | $44.85万 | 新建仓 |
| SPTB | SPDR SERIES TRUST | $44.89万 | 0.03% | 14,831 | -56 | -0.4% | -$1,695 | 减仓 |
| — | NORTHERN LTS FD TR IV | $45.21万 | 0.03% | 14,516 | -415 | -2.8% | -$1.29万 | 减仓 |
| SCZ | ISHARES TR | $45.29万 | 0.03% | 5,776 | -349 | -5.7% | -$2.74万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $45.47万 | 0.03% | 10,170 | 10,170 | — | $45.47万 | 新建仓 |
| ZROZ | PIMCO ETF TR | $45.59万 | 0.03% | 7,122 | 389 | 5.8% | $2.49万 | 加仓 |
| LCAP | PRINCIPAL EXCHANGE TRADED FD | $45.64万 | 0.03% | 15,744 | -50 | -0.3% | -$1,450 | 减仓 |
| IBTG | ISHARES TR | $46.29万 | 0.03% | 20,201 | 117 | 0.6% | $2,681 | 加仓 |
| PFFA | ETFIS SER TR I | $46.39万 | 0.03% | 22,784 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $46.71万 | 0.03% | 18,209 | -3,370 | -15.6% | -$8.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.74万 | 0.03% | 16,072 | -13,303 | -45.3% | -$38.69万 | 减仓 |
| CELC | CELCUITY INC | $47.61万 | 0.03% | 4,171 | -1,647 | -28.3% | -$18.80万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $47.66万 | 0.03% | 14,661 | -749 | -4.9% | -$2.43万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $47.86万 | 0.03% | 9,581 | 1,879 | 24.4% | $9.39万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $47.90万 | 0.03% | 5,164 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $47.93万 | 0.03% | 14,291 | 897 | 6.7% | $3.01万 | 加仓 |
| GVA | GRANITE CONSTR INC | $48.46万 | 0.03% | 4,042 | 32 | 0.8% | $3,836 | 加仓 |
| — | SPDR INDEX SHS FDS | $48.60万 | 0.03% | 6,299 | -673 | -9.7% | -$5.19万 | 减仓 |
| RY | ROYAL BK CDA | $48.71万 | 0.03% | 3,011 | 171 | 6.0% | $2.77万 | 加仓 |
| MCK | MCKESSON CORP | $48.72万 | 0.03% | 563 | 95 | 20.3% | $8.22万 | 加仓 |
| ETR | ENTERGY CORP NEW | $48.75万 | 0.03% | 4,339 | 71 | 1.7% | $7,977 | 加仓 |
| MSOS | ADVISORSHARES TR | $48.90万 | 0.03% | 137,741 | -25,105 | -15.4% | -$8.91万 | 减仓 |
| VAW | VANGUARD WORLD FD | $49.06万 | 0.03% | 2,177 | 19 | 0.9% | $4,281 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.65万 | 0.03% | 1,778 | 247 | 16.1% | $6.90万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $49.70万 | 0.03% | 6,338 | 1,568 | 32.9% | $12.29万 | 加仓 |
| ADSK | AUTODESK INC | $49.81万 | 0.03% | 2,081 | 299 | 16.8% | $7.16万 | 加仓 |
| WSO | WATSCO INC | $49.94万 | 0.03% | 1,373 | 189 | 16.0% | $6.87万 | 加仓 |
| BUXX | EA SERIES TRUST | $50.01万 | 0.03% | 24,700 | 3,200 | 14.9% | $6.48万 | 加仓 |
| BCI | ABRDN ETFS | $50.66万 | 0.03% | 20,857 | 20,857 | — | $50.66万 | 新建仓 |
| WWJD | NORTHERN LTS FD TR IV | $50.87万 | 0.03% | 13,605 | 1,437 | 11.8% | $5.37万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $51.00万 | 0.03% | 13,938 | 203 | 1.5% | $7,428 | 加仓 |
| PGR | PROGRESSIVE CORP | $51.10万 | 0.03% | 2,578 | -290 | -10.1% | -$5.75万 | 减仓 |
| EME | EMCOR GROUP INC | $51.24万 | 0.03% | 694 | 9 | 1.3% | $6,645 | 加仓 |
| CMCSA | COMCAST CORP NEW | $51.76万 | 0.03% | 18,028 | -91 | -0.5% | -$2,613 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $52.53万 | 0.03% | 8,737 | 102 | 1.2% | $6,132 | 加仓 |
| BAMG | NORTHERN LTS FD TR IV | $52.91万 | 0.03% | 14,487 | -677 | -4.5% | -$2.47万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $53.20万 | 0.03% | 594 | 106 | 21.7% | $9.49万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $53.72万 | 0.03% | 7,384 | 1,678 | 29.4% | $12.21万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $53.87万 | 0.03% | 4,654 | 75 | 1.6% | $8,682 | 加仓 |
| MET | METLIFE INC | $54.20万 | 0.03% | 7,664 | 1,399 | 22.3% | $9.89万 | 加仓 |
| USMV | ISHARES TR | $54.61万 | 0.03% | 5,888 | -783 | -11.7% | -$7.26万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $54.67万 | 0.03% | 13,847 | -1,889 | -12.0% | -$7.46万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $55.10万 | 0.03% | 3,642 | -757 | -17.2% | -$11.45万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $55.41万 | 0.03% | 80,427 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $55.47万 | 0.03% | 3,873 | 163 | 4.4% | $2.33万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $55.78万 | 0.03% | 10,022 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $55.91万 | 0.03% | 15,022 | -7,165 | -32.3% | -$26.67万 | 减仓 |
| MSTR | STRATEGY INC | $55.96万 | 0.03% | 4,484 | 410 | 10.1% | $5.12万 | 加仓 |
| USFR | WISDOMTREE TR | $55.96万 | 0.03% | 11,117 | 760 | 7.3% | $3.83万 | 加仓 |
| IRM | IRON MTN INC DEL | $56.15万 | 0.03% | 5,497 | 203 | 3.8% | $2.07万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $56.31万 | 0.03% | 5,083 | 5,083 | — | $56.31万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $56.47万 | 0.03% | 1,645 | 171 | 11.6% | $5.87万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $56.90万 | 0.03% | 4,634 | 518 | 12.6% | $6.36万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $57.08万 | 0.03% | 5,219 | 3,596 | 221.6% | $39.33万 | 加仓 |
| IBTH | ISHARES TR | $57.09万 | 0.03% | 25,453 | -20 | -0.1% | -$449 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $57.56万 | 0.03% | 2,297 | 649 | 39.4% | $16.26万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $57.84万 | 0.03% | 21,263 | 21,263 | — | $57.84万 | 新建仓 |
| TFLO | ISHARES TR | $57.90万 | 0.03% | 11,435 | -676 | -5.6% | -$3.42万 | 减仓 |
| NOW | SERVICENOW INC | $58.11万 | 0.03% | 5,558 | 841 | 17.8% | $8.79万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $58.23万 | 0.03% | 6,196 | 904 | 17.1% | $8.50万 | 加仓 |
| SMH | VANECK ETF TRUST | $58.39万 | 0.03% | 1,523 | 947 | 164.4% | $36.31万 | 加仓 |
| IUSV | ISHARES TR | $58.51万 | 0.03% | 5,722 | 481 | 9.2% | $4.92万 | 加仓 |
| INTU | INTUIT | $58.95万 | 0.03% | 1,363 | 196 | 16.8% | $8.48万 | 加仓 |
| MMM | 3M CO | $59.03万 | 0.03% | 4,064 | -253 | -5.9% | -$3.67万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $59.45万 | 0.03% | 10,114 | -32 | -0.3% | -$1,881 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $59.49万 | 0.03% | 8,364 | -1,269 | -13.2% | -$9.03万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $60.18万 | 0.03% | 8,813 | -700 | -7.4% | -$4.78万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $60.57万 | 0.03% | 2,201 | 804 | 57.6% | $22.13万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $61.25万 | 0.03% | 9,772 | 4,714 | 93.2% | $29.55万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $61.51万 | 0.03% | 4,447 | 266 | 6.4% | $3.68万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $61.62万 | 0.03% | 8,504 | 621 | 7.9% | $4.50万 | 加仓 |
| QLTA | ISHARES TR | $62.01万 | 0.04% | 13,030 | -108 | -0.8% | -$5,140 | 减仓 |
| FDX | FEDEX CORP | $62.03万 | 0.04% | 1,742 | 135 | 8.4% | $4.81万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $62.20万 | 0.04% | 10,792 | 1,489 | 16.0% | $8.58万 | 加仓 |
| PSFF | PACER FDS TR | $63.09万 | 0.04% | 19,688 | -32,833 | -62.5% | -$105.21万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $63.12万 | 0.04% | 1,284 | 103 | 8.7% | $5.06万 | 加仓 |