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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP NEW | $48.59万 | 0.02% | 4,230 | -109 | -2.5% | -$1.25万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $48.59万 | 0.02% | 38,082 | -1,975 | -4.9% | -$2.52万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $48.59万 | 0.02% | 5,174 | 10 | 0.2% | $939 | 加仓 |
| KWEB | KRANESHARES TRUST | $48.75万 | 0.02% | 19,922 | 19,922 | — | $48.75万 | 新建仓 |
| IAPR | INNOVATOR ETFS TRUST | $48.78万 | 0.02% | 14,688 | 14,688 | — | $48.78万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $48.78万 | 0.02% | 14,580 | 289 | 2.0% | $9,670 | 加仓 |
| BIIB | BIOGEN INC | $48.81万 | 0.02% | 2,259 | 110 | 5.1% | $2.38万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $48.81万 | 0.02% | 1,335 | 1,335 | — | $48.81万 | 新建仓 |
| CELC | CELCUITY INC | $48.87万 | 0.02% | 4,671 | 500 | 12.0% | $5.23万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $48.88万 | 0.02% | 11,933 | -1,914 | -13.8% | -$7.84万 | 减仓 |
| AGCO | AGCO CORP | $48.89万 | 0.02% | 4,085 | 2,115 | 107.4% | $25.32万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $49.20万 | 0.02% | 13,678 | 13,678 | — | $49.20万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $49.24万 | 0.02% | 10,168 | 950 | 10.3% | $4.60万 | 加仓 |
| CB | CHUBB LIMITED | $49.62万 | 0.02% | 1,456 | 388 | 36.3% | $13.22万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $49.80万 | 0.02% | 14,502 | 5,054 | 53.5% | $17.36万 | 加仓 |
| CSX | CSX CORP | $49.82万 | 0.02% | 10,482 | 3,867 | 58.5% | $18.38万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $49.89万 | 0.02% | 19,773 | 3,729 | 23.2% | $9.41万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $49.96万 | 0.02% | 9,319 | 9,319 | — | $49.96万 | 新建仓 |
| BUXX | EA SERIES TRUST | $49.99万 | 0.02% | 24,700 | 0 | 0.0% | — | 不变 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $50.02万 | 0.02% | 12,205 | 668 | 5.8% | $2.74万 | 加仓 |
| AMSF | AMERISAFE INC | $50.03万 | 0.02% | 14,788 | 14,788 | — | $50.03万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $50.08万 | 0.02% | 4,124 | 902 | 28.0% | $10.95万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $50.36万 | 0.02% | 16,323 | 9,037 | 124.0% | $27.88万 | 加仓 |
| INTA | INTAPP INC | $50.37万 | 0.02% | 19,982 | 19,982 | — | $50.37万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $50.52万 | 0.02% | 17,440 | 5,724 | 48.9% | $16.58万 | 加仓 |
| COCO | VITA COCO CO INC | $50.56万 | 0.02% | 7,645 | -770 | -9.2% | -$5.09万 | 减仓 |
| IBTO | ISHARES TR | $50.62万 | 0.02% | 20,977 | 3,750 | 21.8% | $9.05万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $50.83万 | 0.02% | 10,355 | 10,355 | — | $50.83万 | 新建仓 |
| MCK | MCKESSON CORP | $50.88万 | 0.02% | 1,800 | 1,237 | 219.7% | $34.97万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $51.19万 | 0.02% | 24,410 | 24,410 | — | $51.19万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $51.42万 | 0.02% | 4,993 | 2,481 | 98.8% | $25.55万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.43万 | 0.02% | 1,293 | -137 | -9.6% | -$5.45万 | 减仓 |
| EUFN | ISHARES TR | $51.55万 | 0.02% | 13,220 | 13,220 | — | $51.55万 | 新建仓 |
| GIS | GENERAL MILLS INC | $51.88万 | 0.02% | 14,908 | -114 | -0.8% | -$3,967 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $52.05万 | 0.02% | 3,563 | 475 | 15.4% | $6.94万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $52.20万 | 0.02% | 9,611 | 9,611 | — | $52.20万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $52.28万 | 0.02% | 2,285 | 108 | 5.0% | $2.47万 | 加仓 |
| SPYI | NEOS ETF TRUST | $52.36万 | 0.02% | 9,863 | 9,863 | — | $52.36万 | 新建仓 |
| PSA | PUBLIC STORAGE | $52.50万 | 0.02% | 1,649 | 835 | 102.6% | $26.58万 | 加仓 |
| PSFF | PACER FDS TR | $52.74万 | 0.02% | 15,372 | -4,316 | -21.9% | -$14.81万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $53.10万 | 0.02% | 42,791 | -69,174 | -61.8% | -$85.84万 | 减仓 |
| — | SPDR INDEX SHS FDS | $53.23万 | 0.02% | 6,661 | 362 | 5.7% | $2.89万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $53.61万 | 0.02% | 2,158 | 380 | 21.4% | $9.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $54.09万 | 0.02% | 5,862 | -334 | -5.4% | -$3.08万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $54.26万 | 0.02% | 13,286 | 4,422 | 49.9% | $18.06万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $54.28万 | 0.02% | 16,660 | 2,144 | 14.8% | $6.99万 | 加仓 |
| EVRG | EVERGY INC | $54.32万 | 0.02% | 6,285 | 1,587 | 33.8% | $13.72万 | 加仓 |
| LCAP | PRINCIPAL EXCHANGE TRADED FD | $54.34万 | 0.02% | 16,397 | 653 | 4.1% | $2.16万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $54.35万 | 0.02% | 30,310 | -47,833 | -61.2% | -$85.76万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $54.50万 | 0.02% | 1,935 | 1,245 | 180.4% | $35.07万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $54.64万 | 0.02% | 4,776 | 4,776 | — | $54.64万 | 新建仓 |
| SPTB | SPDR SERIES TRUST | $54.65万 | 0.02% | 18,180 | 3,349 | 22.6% | $10.07万 | 加仓 |
| SNTH | TIDAL TRUST III | $54.82万 | 0.02% | 18,440 | 10,122 | 121.7% | $30.09万 | 加仓 |
| CRM | SALESFORCE INC | $54.90万 | 0.02% | 3,504 | -1,203 | -25.6% | -$18.85万 | 减仓 |
| ITA | ISHARES TR | $54.93万 | 0.02% | 2,266 | -2,741 | -54.7% | -$66.44万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $55.06万 | 0.02% | 8,755 | -1,359 | -13.4% | -$8.55万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $55.16万 | 0.02% | 4,724 | 70 | 1.5% | $8,174 | 加仓 |
| WMB | WILLIAMS COS INC | $55.45万 | 0.02% | 7,459 | 1,371 | 22.5% | $10.19万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $55.49万 | 0.02% | 10,641 | 10,641 | — | $55.49万 | 新建仓 |
| EMXC | ISHARES INC | $55.62万 | 0.02% | 5,437 | 5,437 | — | $55.62万 | 新建仓 |
| PWR | QUANTA SVCS INC | $55.66万 | 0.02% | 773 | 355 | 84.9% | $25.56万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $55.96万 | 0.02% | 1,491 | 275 | 22.6% | $10.32万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $56.14万 | 0.02% | 11,042 | 11,042 | — | $56.14万 | 新建仓 |
| SEIC | SEI INVTS CO | $56.22万 | 0.02% | 6,410 | 2,708 | 73.1% | $23.75万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $56.29万 | 0.02% | 58,028 | 58,028 | — | $56.29万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $56.60万 | 0.02% | 11,747 | 11,747 | — | $56.60万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $56.66万 | 0.02% | 32,657 | 32,657 | — | $56.66万 | 新建仓 |
| CXT | CRANE NXT CO | $56.84万 | 0.02% | 11,110 | 4,426 | 66.2% | $22.64万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $56.99万 | 0.02% | 7,663 | 2,782 | 57.0% | $20.69万 | 加仓 |
| STIP | ISHARES TR | $57.12万 | 0.02% | 5,591 | 5,591 | — | $57.12万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $57.17万 | 0.02% | 6,345 | 6,345 | — | $57.17万 | 新建仓 |
| AZO | AUTOZONE INC | $57.21万 | 0.02% | 179 | -15 | -7.7% | -$4.79万 | 减仓 |
| CIEN | CIENA CORP | $57.35万 | 0.02% | 1,169 | 507 | 76.6% | $24.87万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $57.55万 | 0.02% | 8,380 | 4,222 | 101.5% | $29.00万 | 加仓 |
| TFLO | ISHARES TR | $57.68万 | 0.02% | 11,392 | -43 | -0.4% | -$2,177 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $57.73万 | 0.02% | 3,763 | -2,614 | -41.0% | -$40.10万 | 减仓 |
| RDDT | REDDIT INC | $57.85万 | 0.02% | 3,333 | -3,774 | -53.1% | -$65.51万 | 减仓 |
| F | FORD MTR CO | $58.11万 | 0.02% | 41,805 | 5,900 | 16.4% | $8.20万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $58.43万 | 0.02% | 9,926 | 9,926 | — | $58.43万 | 新建仓 |
| WRB | BERKLEY W R CORP | $58.90万 | 0.02% | 8,351 | 3,747 | 81.4% | $26.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.90万 | 0.02% | 14,328 | 3,714 | 35.0% | $15.27万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $59.03万 | 0.02% | 7,577 | 1,239 | 19.5% | $9.65万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $59.43万 | 0.02% | 3,618 | 1,363 | 60.4% | $22.39万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $59.51万 | 0.02% | 7,297 | -12,147 | -62.5% | -$99.06万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $59.73万 | 0.02% | 23,186 | 23,186 | — | $59.73万 | 新建仓 |
| PFF | ISHARES TR | $59.93万 | 0.02% | 19,654 | 5,637 | 40.2% | $17.19万 | 加仓 |
| IGV | ISHARES TR | $59.99万 | 0.02% | 6,621 | 6,621 | — | $59.99万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $60.06万 | 0.02% | 303 | 117 | 62.9% | $23.19万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $60.64万 | 0.02% | 21,225 | 21,225 | — | $60.64万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $61.18万 | 0.02% | 13,366 | 3,196 | 31.4% | $14.63万 | 加仓 |
| VHT | VANGUARD WORLD FD | $61.37万 | 0.02% | 2,053 | 2,053 | — | $61.37万 | 新建仓 |
| NKE | NIKE INC | $61.38万 | 0.02% | 14,951 | -343 | -2.2% | -$1.41万 | 减仓 |
| PPG | PPG INDS INC | $61.41万 | 0.02% | 5,063 | 5,063 | — | $61.41万 | 新建仓 |
| FBK | FB FINL CORP | $61.50万 | 0.02% | 11,112 | -5,085 | -31.4% | -$28.14万 | 减仓 |
| REM | ISHARES TR | $61.53万 | 0.02% | 27,903 | 27,903 | — | $61.53万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $61.54万 | 0.02% | 8,528 | -6,383 | -42.8% | -$46.06万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $62.16万 | 0.02% | 15,044 | 15,044 | — | $62.16万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $62.29万 | 0.02% | 3,822 | -51 | -1.3% | -$8,312 | 减仓 |
| IAGG | ISHARES TR | $62.35万 | 0.02% | 12,323 | -42,095 | -77.4% | -$213.00万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $62.65万 | 0.02% | 28,939 | 14,205 | 96.4% | $30.75万 | 加仓 |