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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $63.41万 | 0.04% | 4,924 | -1,245 | -20.2% | -$16.03万 | 减仓 |
| TFC | TRUIST FINL CORP | $63.61万 | 0.04% | 13,838 | 1,997 | 16.9% | $9.18万 | 加仓 |
| APP | APPLOVIN CORP | $64.00万 | 0.04% | 1,608 | 270 | 20.2% | $10.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $64.03万 | 0.04% | 1,640 | 120 | 7.9% | $4.69万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $64.05万 | 0.04% | 1,958 | 188 | 10.6% | $6.15万 | 加仓 |
| SMIZ | ZACKS TRUST | $64.43万 | 0.04% | 17,380 | -248 | -1.4% | -$9,193 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $64.68万 | 0.04% | 20,258 | 2,466 | 13.9% | $7.87万 | 加仓 |
| XYLD | GLOBAL X FDS | $64.85万 | 0.04% | 16,574 | -10,537 | -38.9% | -$41.23万 | 减仓 |
| FALN | ISHARES TR | $64.88万 | 0.04% | 24,280 | 5,367 | 28.4% | $14.34万 | 加仓 |
| LKQ | LKQ CORP | $64.89万 | 0.04% | 22,095 | 401 | 1.8% | $1.18万 | 加仓 |
| ICVT | ISHARES TR | $64.93万 | 0.04% | 6,378 | -2,305 | -26.5% | -$23.46万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $65.30万 | 0.04% | 22,746 | 8,815 | 63.3% | $25.31万 | 加仓 |
| AZO | AUTOZONE INC | $65.53万 | 0.04% | 194 | 7 | 3.7% | $2.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $65.66万 | 0.04% | 2,171 | 302 | 16.2% | $9.13万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $65.93万 | 0.04% | 1,430 | -240 | -14.4% | -$11.07万 | 减仓 |
| STOX | HORIZON FDS | $66.18万 | 0.04% | 24,467 | 24,467 | — | $66.18万 | 新建仓 |
| EMR | EMERSON ELEC CO | $66.21万 | 0.04% | 5,053 | 439 | 9.5% | $5.75万 | 加仓 |
| ASML | ASML HLDG NV | $66.57万 | 0.04% | 504 | 154 | 44.0% | $20.34万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $66.66万 | 0.04% | 4,075 | 4,075 | — | $66.66万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $66.83万 | 0.04% | 2,101 | 396 | 23.2% | $12.60万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $67.03万 | 0.04% | 2,821 | 514 | 22.3% | $12.21万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $67.38万 | 0.04% | 7,935 | -216 | -2.6% | -$1.83万 | 减仓 |
| CAIE | CALAMOS ETF TR | $67.93万 | 0.04% | 27,021 | 27,021 | — | $67.93万 | 新建仓 |
| IUSG | ISHARES TR | $68.25万 | 0.04% | 4,400 | -612 | -12.2% | -$9.49万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $68.31万 | 0.04% | 28,144 | -6,775 | -19.4% | -$16.44万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $68.38万 | 0.04% | 40,057 | 1,372 | 3.5% | $2.34万 | 加仓 |
| QYLD | GLOBAL X FDS | $68.51万 | 0.04% | 39,945 | -14,898 | -27.2% | -$25.55万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $68.76万 | 0.04% | 14,818 | 14,818 | — | $68.76万 | 新建仓 |
| LIN | LINDE PLC | $68.84万 | 0.04% | 1,389 | 526 | 61.0% | $26.07万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $69.20万 | 0.04% | 19,525 | 1,626 | 9.1% | $5.76万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $69.20万 | 0.04% | 7,332 | 7,332 | — | $69.20万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $69.23万 | 0.04% | 21,011 | -11,328 | -35.0% | -$37.33万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $69.77万 | 0.04% | 11,504 | 2,340 | 25.5% | $14.19万 | 加仓 |
| KVUE | KENVUE INC | $69.92万 | 0.04% | 40,557 | 19,006 | 88.2% | $32.77万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $70.81万 | 0.04% | 29,683 | 3,072 | 11.5% | $7.33万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $70.97万 | 0.04% | 8,576 | 1,102 | 14.7% | $9.12万 | 加仓 |
| CME | CME GROUP INC | $71.26万 | 0.04% | 2,413 | 584 | 31.9% | $17.25万 | 加仓 |
| BC | BRUNSWICK CORP | $71.76万 | 0.04% | 9,862 | 95 | 1.0% | $6,912 | 加仓 |
| AZN | ASTRAZENECA PLC | $72.45万 | 0.04% | 3,674 | 3,674 | — | $72.45万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $73.15万 | 0.04% | 947 | 102 | 12.1% | $7.88万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $73.31万 | 0.04% | 31,436 | 10,966 | 53.6% | $25.57万 | 加仓 |
| ACWX | ISHARES TR | $73.64万 | 0.04% | 10,755 | 10,755 | — | $73.64万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $73.75万 | 0.04% | 5,308 | 26 | 0.5% | $3,613 | 加仓 |
| WELL | WELLTOWER INC | $73.86万 | 0.04% | 3,736 | 236 | 6.7% | $4.67万 | 加仓 |
| EBND | SPDR SERIES TRUST | $74.26万 | 0.04% | 35,980 | 7,603 | 26.8% | $15.69万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $74.45万 | 0.04% | 28,340 | 4,617 | 19.5% | $12.13万 | 加仓 |
| TJX | TJX COS INC NEW | $74.58万 | 0.04% | 4,670 | 958 | 25.8% | $15.30万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $75.05万 | 0.04% | 3,217 | 85 | 2.7% | $1.98万 | 加仓 |
| GWW | WW GRAINGER INC | $75.27万 | 0.04% | 690 | -6 | -0.9% | -$6,545 | 减仓 |
| EFA | ISHARES TR | $75.56万 | 0.04% | 7,780 | 4,536 | 139.8% | $44.06万 | 加仓 |
| D | DOMINION ENERGY INC | $75.60万 | 0.04% | 12,228 | 7,726 | 171.6% | $47.76万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $76.29万 | 0.04% | 19,856 | 1,298 | 7.0% | $4.99万 | 加仓 |
| USB | US BANCORP | $76.99万 | 0.04% | 14,803 | 909 | 6.5% | $4.73万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $77.67万 | 0.04% | 17,147 | 1,610 | 10.4% | $7.29万 | 加仓 |
| BLK | BLACKROCK INC | $77.72万 | 0.04% | 808 | 76 | 10.4% | $7.31万 | 加仓 |
| LMUB | ISHARES TR | $77.80万 | 0.04% | 15,582 | 15,582 | — | $77.80万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $78.00万 | 0.04% | 29,313 | 29,313 | — | $78.00万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $78.01万 | 0.04% | 6,958 | 3,134 | 82.0% | $35.14万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $78.03万 | 0.04% | 8,280 | -222 | -2.6% | -$2.09万 | 减仓 |
| ABNB | AIRBNB INC | $78.07万 | 0.04% | 6,182 | -502 | -7.5% | -$6.34万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $78.21万 | 0.04% | 4,287 | -52 | -1.2% | -$9,487 | 减仓 |
| ETN | EATON CORP PLC | $78.55万 | 0.04% | 2,196 | 584 | 36.2% | $20.89万 | 加仓 |
| IGM | ISHARES TR | $78.74万 | 0.04% | 6,644 | 635 | 10.6% | $7.53万 | 加仓 |
| — | ZACKS TRUST | $78.77万 | 0.04% | 29,218 | 385 | 1.3% | $1.04万 | 加仓 |
| IBB | ISHARES TR | $78.79万 | 0.04% | 4,666 | 434 | 10.3% | $7.33万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $78.86万 | 0.04% | 9,155 | 9,155 | — | $78.86万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $79.37万 | 0.04% | 6,377 | -101 | -1.6% | -$1.26万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $80.48万 | 0.05% | 6,784 | 154 | 2.3% | $1.83万 | 加仓 |
| NKE | NIKE INC | $80.79万 | 0.05% | 15,294 | 1,788 | 13.2% | $9.44万 | 加仓 |
| SO | SOUTHERN CO | $82.11万 | 0.05% | 8,507 | 318 | 3.9% | $3.07万 | 加仓 |
| GGG | GRACO INC | $82.58万 | 0.05% | 9,755 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $83.09万 | 0.05% | 5,440 | 303 | 5.9% | $4.63万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $83.35万 | 0.05% | 25,868 | -2,364 | -8.4% | -$7.62万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $83.44万 | 0.05% | 7,656 | -981 | -11.4% | -$10.69万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $83.64万 | 0.05% | 32,787 | 11,256 | 52.3% | $28.71万 | 加仓 |
| FBK | FB FINL CORP | $84.13万 | 0.05% | 16,197 | 190 | 1.2% | $9,869 | 加仓 |
| KEX | KIRBY CORP | $85.31万 | 0.05% | 6,420 | 31 | 0.5% | $4,119 | 加仓 |
| INTC | INTEL CORP | $85.42万 | 0.05% | 19,357 | 4,017 | 26.2% | $17.73万 | 加仓 |
| SHEL | SHELL PLC | $85.46万 | 0.05% | 9,189 | 88 | 1.0% | $8,184 | 加仓 |
| SCNM | STERLING CAP FDS | $85.56万 | 0.05% | 34,415 | 34,415 | — | $85.56万 | 新建仓 |
| SYY | SYSCO CORP | $85.67万 | 0.05% | 12,010 | 491 | 4.3% | $3.50万 | 加仓 |
| KLAC | KLA CORP | $85.97万 | 0.05% | 584 | 110 | 23.2% | $16.19万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $86.95万 | 0.05% | 12,783 | 1,527 | 13.6% | $10.39万 | 加仓 |
| MCO | MOODYS CORP | $87.08万 | 0.05% | 1,996 | 89 | 4.7% | $3.88万 | 加仓 |
| CRM | SALESFORCE INC | $87.86万 | 0.05% | 4,707 | 894 | 23.4% | $16.69万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $87.87万 | 0.05% | 16,648 | -23 | -0.1% | -$1,214 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $89.09万 | 0.05% | 19,444 | -3,486 | -15.2% | -$15.97万 | 减仓 |
| MS | MORGAN STANLEY | $89.63万 | 0.05% | 5,446 | 1,038 | 23.5% | $17.08万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $90.00万 | 0.05% | 4,109 | 157 | 4.0% | $3.44万 | 加仓 |
| IWC | ISHARES TR | $90.48万 | 0.05% | 5,669 | 5,669 | — | $90.48万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $90.56万 | 0.05% | 15,102 | 49 | 0.3% | $2,938 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $90.60万 | 0.05% | 6,912 | 325 | 4.9% | $4.26万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $90.78万 | 0.05% | 9,727 | -1,063 | -9.9% | -$9.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $91.68万 | 0.05% | 1,314 | -658 | -33.4% | -$45.91万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $92.74万 | 0.05% | 20,079 | 674 | 3.5% | $3.11万 | 加仓 |
| MGV | VANGUARD WORLD FD | $93.13万 | 0.05% | 6,425 | 2,981 | 86.6% | $43.21万 | 加仓 |
| CMI | CUMMINS INC | $93.36万 | 0.05% | 1,735 | -287 | -14.2% | -$15.44万 | 减仓 |
| VLUE | ISHARES TR | $94.23万 | 0.05% | 6,627 | 6,627 | — | $94.23万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $95.33万 | 0.05% | 14,916 | 3,497 | 30.6% | $22.35万 | 加仓 |
| RDDT | REDDIT INC | $95.70万 | 0.05% | 7,107 | -1,177 | -14.2% | -$15.85万 | 减仓 |