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 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $36.72万 | 0.01% | 5,720 | 210 | 3.8% | $1.35万 | 重新持有 |
| HSY | HERSHEY CO | $36.77万 | 0.01% | 2,096 | 712 | 51.4% | $12.49万 | 加仓 |
| THO | THOR INDS INC | $36.79万 | 0.01% | 4,895 | 4,895 | — | $36.79万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.81万 | 0.01% | 552 | 158 | 40.1% | $10.54万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $36.83万 | 0.01% | 7,289 | 2,300 | 46.1% | $11.62万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $37.27万 | 0.01% | 2,403 | 767 | 46.9% | $11.90万 | 加仓 |
| DVY | ISHARES TR | $37.33万 | 0.01% | 2,388 | 2,388 | — | $37.33万 | 新建仓 |
| FTNT | FORTINET INC | $37.47万 | 0.01% | 2,439 | 2,439 | — | $37.47万 | 新建仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $37.48万 | 0.01% | 5,056 | 425 | 9.2% | $3.15万 | 加仓 |
| COKE | COCA COLA CONS INC | $37.56万 | 0.01% | 1,967 | 1,967 | — | $37.56万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $37.59万 | 0.01% | 3,953 | 3,953 | — | $37.59万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $37.76万 | 0.01% | 2,386 | 19 | 0.8% | $3,007 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $37.78万 | 0.01% | 537 | -72 | -11.8% | -$5.07万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $38.04万 | 0.01% | 11,589 | 148 | 1.3% | $4,857 | 加仓 |
| UPST | UPSTART HLDGS INC | $38.07万 | 0.01% | 10,745 | -7,464 | -41.0% | -$26.44万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $38.11万 | 0.01% | 15,524 | -2,504 | -13.9% | -$6.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.18万 | 0.01% | 14,126 | 14,126 | — | $38.18万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.27万 | 0.01% | 1,158 | 128 | 12.4% | $4.23万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.35万 | 0.01% | 14,726 | 14,726 | — | $38.35万 | 新建仓 |
| SMMD | ISHARES TR | $38.38万 | 0.01% | 4,189 | 958 | 29.7% | $8.78万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.60万 | 0.01% | 4,756 | 724 | 18.0% | $5.88万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.62万 | 0.01% | 841 | -19 | -2.2% | -$8,726 | 减仓 |
| LKQ | LKQ CORP | $38.77万 | 0.01% | 14,724 | -7,371 | -33.4% | -$19.41万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $38.80万 | 0.01% | 5,083 | 5,083 | — | $38.80万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $38.94万 | 0.01% | 6,359 | 1,606 | 33.8% | $9.83万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $39.02万 | 0.01% | 6,574 | 6,574 | — | $39.02万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $39.11万 | 0.01% | 7,497 | 7,497 | — | $39.11万 | 新建仓 |
| EXP | EAGLE MATLS INC | $39.13万 | 0.01% | 1,739 | -41 | -2.3% | -$9,226 | 减仓 |
| B | BARRICK MNG CORP | $39.18万 | 0.01% | 10,667 | 10,667 | — | $39.18万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $39.35万 | 0.01% | 8,546 | 8,546 | — | $39.35万 | 新建仓 |
| OSK | OSHKOSH CORP | $39.38万 | 0.01% | 2,566 | 2,566 | — | $39.38万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $39.39万 | 0.01% | 34,048 | 815 | 2.5% | $9,430 | 加仓 |
| BMI | BADGER METER INC | $39.63万 | 0.01% | 2,671 | 2,671 | — | $39.63万 | 新建仓 |
| CME | CME GROUP INC | $39.66万 | 0.01% | 1,796 | -617 | -25.6% | -$13.62万 | 减仓 |
| OKE | ONEOK INC NEW | $39.94万 | 0.01% | 4,594 | 1,367 | 42.4% | $11.88万 | 加仓 |
| VTR | VENTAS INC | $40.06万 | 0.01% | 4,511 | 3 | 0.1% | $266 | 加仓 |
| COHR | COHERENT CORP | $40.12万 | 0.01% | 1,017 | -409 | -28.7% | -$16.13万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $40.17万 | 0.01% | 7,125 | 1,007 | 16.5% | $5.68万 | 加仓 |
| URI | UNITED RENTALS INC | $40.33万 | 0.01% | 356 | 59 | 19.9% | $6.68万 | 加仓 |
| GM | GENERAL MTRS CO | $40.49万 | 0.01% | 5,253 | 1,467 | 38.7% | $11.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.55万 | 0.01% | 11,265 | 11,265 | — | $40.55万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $40.77万 | 0.01% | 13,052 | 13,052 | — | $40.77万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $40.79万 | 0.01% | 1,235 | 485 | 64.7% | $16.02万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $41.11万 | 0.01% | 2,812 | -3,258 | -53.7% | -$47.63万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $41.25万 | 0.01% | 4,201 | -4,079 | -49.3% | -$40.06万 | 减仓 |
| — | PROSHARES TR II | $41.32万 | 0.01% | 13,494 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $41.56万 | 0.01% | 2,664 | 126 | 5.0% | $1.97万 | 加仓 |
| BCO | BRINKS CO | $41.84万 | 0.01% | 4,428 | 1,834 | 70.7% | $17.33万 | 加仓 |
| GSK | GSK PLC | $41.90万 | 0.01% | 7,994 | 3,446 | 75.8% | $18.06万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $42.15万 | 0.01% | 1,174 | 1,174 | — | $42.15万 | 新建仓 |
| SLB | SLB LIMITED | $42.28万 | 0.01% | 9,095 | 3,904 | 75.2% | $18.15万 | 加仓 |
| MOAT | VANECK ETF TRUST | $42.48万 | 0.01% | 4,086 | -232 | -5.4% | -$2.41万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $42.79万 | 0.01% | 3,009 | 3,009 | — | $42.79万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $42.97万 | 0.01% | 8,105 | 8,105 | — | $42.97万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $43.01万 | 0.01% | 1,421 | 1,421 | — | $43.01万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $43.16万 | 0.01% | 9,424 | 681 | 7.8% | $3.12万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $43.19万 | 0.01% | 39,840 | 27,387 | 219.9% | $29.69万 | 加仓 |
| SCZ | ISHARES TR | $43.38万 | 0.01% | 5,273 | -503 | -8.7% | -$4.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $43.47万 | 0.01% | 10,329 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $43.56万 | 0.01% | 4,651 | 618 | 15.3% | $5.79万 | 加仓 |
| VOX | VANGUARD WORLD FD | $43.69万 | 0.01% | 2,375 | 2,375 | — | $43.69万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $43.75万 | 0.01% | 22,882 | 22,882 | — | $43.75万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $43.93万 | 0.01% | 1,726 | 1,726 | — | $43.93万 | 新建仓 |
| SHEL | SHELL PLC | $44.13万 | 0.01% | 5,691 | -3,498 | -38.1% | -$27.12万 | 减仓 |
| PAYX | PAYCHEX INC | $44.13万 | 0.01% | 4,488 | 370 | 9.0% | $3.64万 | 加仓 |
| TMUS | T-MOBILE US INC | $44.43万 | 0.01% | 2,649 | 750 | 39.5% | $12.58万 | 加仓 |
| PFXF | VANECK ETF TRUST | $44.44万 | 0.02% | 24,912 | 24,912 | — | $44.44万 | 新建仓 |
| TDUP | THREDUP INC | $44.47万 | 0.02% | 64,920 | 2,194 | 3.5% | $1.50万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $44.53万 | 0.02% | 2,059 | 2,059 | — | $44.53万 | 新建仓 |
| VMI | VALMONT INDS INC | $44.60万 | 0.02% | 772 | 168 | 27.8% | $9.71万 | 加仓 |
| ZROZ | PIMCO ETF TR | $44.62万 | 0.02% | 6,961 | -161 | -2.3% | -$1.03万 | 减仓 |
| HRB | BLOCK H & R INC | $44.67万 | 0.02% | 11,731 | 11,731 | — | $44.67万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $44.94万 | 0.02% | 2,801 | 1,078 | 62.6% | $17.30万 | 加仓 |
| AMLP | ALPS ETF TR | $45.03万 | 0.02% | 8,684 | 164 | 1.9% | $8,504 | 加仓 |
| AMP | AMERIPRISE FINL INC | $45.31万 | 0.02% | 988 | 10 | 1.0% | $4,586 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $45.42万 | 0.02% | 3,824 | 420 | 12.3% | $4.99万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $45.54万 | 0.02% | 17,516 | 3,283 | 23.1% | $8.54万 | 加仓 |
| IRM | IRON MTN INC DEL | $46.07万 | 0.02% | 3,648 | -1,849 | -33.6% | -$23.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $46.27万 | 0.02% | 1,904 | 475 | 33.2% | $11.54万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $46.37万 | 0.02% | 1,679 | -469 | -21.8% | -$12.95万 | 减仓 |
| ITOT | ISHARES TR | $46.39万 | 0.02% | 2,824 | -232 | -7.6% | -$3.81万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $46.46万 | 0.02% | 18,001 | 7,753 | 75.7% | $20.01万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $46.61万 | 0.02% | 7,898 | 7,898 | — | $46.61万 | 新建仓 |
| IBTG | ISHARES TR | $46.78万 | 0.02% | 20,435 | 234 | 1.2% | $5,356 | 加仓 |
| TER | TERADYNE INC | $46.79万 | 0.02% | 967 | 271 | 38.9% | $13.11万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $46.97万 | 0.02% | 4,764 | 4,764 | — | $46.97万 | 新建仓 |
| EQIX | EQUINIX INC | $47.12万 | 0.02% | 452 | 11 | 2.5% | $1.15万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $47.20万 | 0.02% | 12,008 | -238 | -1.9% | -$9,356 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $47.29万 | 0.02% | 4,308 | 4,308 | — | $47.29万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $47.36万 | 0.02% | 279 | 279 | — | $47.36万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $47.36万 | 0.02% | 8,892 | 8,892 | — | $47.36万 | 新建仓 |
| XYLD | GLOBAL X FDS | $47.89万 | 0.02% | 11,741 | -4,833 | -29.2% | -$19.71万 | 减仓 |
| BCHP | PRINCIPAL EXCHANGE TRADED FD | $48.03万 | 0.02% | 13,280 | -9 | -0.1% | -$326 | 减仓 |
| MSA | MSA SAFETY INC | $48.06万 | 0.02% | 2,753 | 1,215 | 79.0% | $21.21万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $48.11万 | 0.02% | 2,827 | 2,827 | — | $48.11万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $48.12万 | 0.02% | 11,274 | -6,646 | -37.1% | -$28.37万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $48.15万 | 0.02% | 13,017 | 13,017 | — | $48.15万 | 新建仓 |
| IJAN | INNOVATOR ETFS TRUST | $48.29万 | 0.02% | 12,680 | 12,680 | — | $48.29万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $48.49万 | 0.02% | 20,529 | 9,442 | 85.2% | $22.30万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $48.57万 | 0.02% | 2,044 | 271 | 15.3% | $6.44万 | 加仓 |