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 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $63.29万 | 0.02% | 1,026 | 1,026 | — | $63.29万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $63.55万 | 0.02% | 12,652 | 3,071 | 32.1% | $15.43万 | 加仓 |
| IUSV | ISHARES TR | $63.94万 | 0.02% | 5,805 | 83 | 1.5% | $9,142 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $64.34万 | 0.02% | 28,890 | 19,340 | 202.5% | $43.07万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $64.47万 | 0.02% | 8,834 | 5,114 | 137.5% | $37.32万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $65.21万 | 0.02% | 7,562 | 7,562 | — | $65.21万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $65.81万 | 0.02% | 18,716 | 4,055 | 27.7% | $14.26万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $66.32万 | 0.02% | 22,980 | 22,980 | — | $66.32万 | 新建仓 |
| EOG | EOG RES INC | $66.36万 | 0.02% | 5,116 | 2,657 | 108.1% | $34.47万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $66.70万 | 0.02% | 1,347 | 168 | 14.2% | $8.32万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $66.95万 | 0.02% | 10,708 | 10,708 | — | $66.95万 | 新建仓 |
| ILCG | ISHARES TR | $67.14万 | 0.02% | 5,737 | 5,737 | — | $67.14万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $67.26万 | 0.02% | 15,031 | 5,380 | 55.7% | $24.08万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $67.40万 | 0.02% | 9,620 | -5,482 | -36.3% | -$38.41万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $67.79万 | 0.02% | 12,411 | 5,766 | 86.8% | $31.49万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $68.45万 | 0.02% | 16,830 | 2,892 | 20.7% | $11.76万 | 加仓 |
| TFC | TRUIST FINL CORP | $68.74万 | 0.02% | 13,798 | -40 | -0.3% | -$1,993 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $68.79万 | 0.02% | 21,503 | 1,245 | 6.1% | $3.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $68.85万 | 0.02% | 8,362 | -2 | -0.0% | -$165 | 减仓 |
| VOT | VANGUARD INDEX FDS | $69.28万 | 0.02% | 2,262 | 805 | 55.3% | $24.66万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $69.35万 | 0.02% | 8,549 | 8,549 | — | $69.35万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $69.50万 | 0.02% | 54,895 | 54,895 | — | $69.50万 | 新建仓 |
| BRO | BROWN & BROWN INC | $69.67万 | 0.02% | 10,861 | 10,861 | — | $69.67万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $69.92万 | 0.02% | 1,793 | 913 | 103.8% | $35.60万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $70.18万 | 0.02% | 30,618 | 30,618 | — | $70.18万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $70.46万 | 0.02% | 12,229 | 725 | 6.3% | $4.18万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $71.05万 | 0.02% | 14,695 | 14,695 | — | $71.05万 | 新建仓 |
| SMIZ | ZACKS TRUST | $71.20万 | 0.02% | 15,956 | -1,424 | -8.2% | -$6.35万 | 减仓 |
| CI | THE CIGNA GROUP | $72.14万 | 0.02% | 2,617 | 987 | 60.6% | $27.21万 | 加仓 |
| RY | ROYAL BK CDA | $72.38万 | 0.02% | 3,497 | 486 | 16.1% | $10.06万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $72.38万 | 0.02% | 1,678 | 367 | 28.0% | $15.83万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $72.82万 | 0.02% | 22,495 | 5,241 | 30.4% | $16.97万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $73.11万 | 0.02% | 4,102 | -2,848 | -41.0% | -$50.76万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $73.15万 | 0.02% | 1,173 | 226 | 23.9% | $14.09万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $73.36万 | 0.02% | 20,232 | -779 | -3.7% | -$2.82万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $73.56万 | 0.02% | 14,364 | 14,364 | — | $73.56万 | 新建仓 |
| GGG | GRACO INC | $73.79万 | 0.02% | 9,759 | 4 | 0.0% | $302 | 加仓 |
| MUSA | MURPHY USA INC | $73.89万 | 0.02% | 1,371 | 521 | 61.3% | $28.08万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $73.91万 | 0.02% | 30,616 | 2,472 | 8.8% | $5.97万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $73.94万 | 0.02% | 5,549 | 466 | 9.2% | $6.21万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $74.01万 | 0.02% | 1,914 | 947 | 97.9% | $36.62万 | 加仓 |
| ISTB | ISHARES TR | $74.20万 | 0.03% | 15,378 | 15,378 | — | $74.20万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $74.23万 | 0.03% | 9,158 | 345 | 3.9% | $2.80万 | 加仓 |
| EME | EMCOR GROUP INC | $74.28万 | 0.03% | 895 | 201 | 29.0% | $16.68万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $74.71万 | 0.03% | 9,823 | -2,960 | -23.2% | -$22.51万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $74.86万 | 0.03% | 13,858 | -2,790 | -16.8% | -$15.07万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.03% | 1 | 1 | — | $74.89万 | 新建仓 |
| MPC | MARATHON PETE CORP | $74.99万 | 0.03% | 2,933 | 1,605 | 120.9% | $41.04万 | 加仓 |
| EBND | SPDR SERIES TRUST | $76.29万 | 0.03% | 36,465 | 485 | 1.3% | $1.01万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $76.78万 | 0.03% | 13,275 | 2,483 | 23.0% | $14.36万 | 加仓 |
| EUHY | ISHARES INC | $76.98万 | 0.03% | 14,292 | 14,292 | — | $76.98万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $77.66万 | 0.03% | 4,913 | 871 | 21.5% | $13.77万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $77.78万 | 0.03% | 19,656 | -423 | -2.1% | -$1.67万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $78.01万 | 0.03% | 15,646 | 15,646 | — | $78.01万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $78.03万 | 0.03% | 2,665 | 722 | 37.2% | $21.14万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $78.07万 | 0.03% | 3,290 | 73 | 2.3% | $1.73万 | 加仓 |
| BILS | SPDR SERIES TRUST | $78.15万 | 0.03% | 7,864 | -11,680 | -59.8% | -$116.07万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $78.39万 | 0.03% | 38,183 | 38,183 | — | $78.39万 | 新建仓 |
| MET | METLIFE INC | $78.80万 | 0.03% | 9,313 | 1,649 | 21.5% | $13.95万 | 加仓 |
| USFR | WISDOMTREE TR | $78.81万 | 0.03% | 15,652 | 4,535 | 40.8% | $22.83万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $78.93万 | 0.03% | 2,130 | 172 | 8.8% | $6.37万 | 加仓 |
| EMLC | VANECK ETF TRUST | $78.98万 | 0.03% | 30,902 | 30,902 | — | $78.98万 | 新建仓 |
| ALL | ALLSTATE CORP | $79.02万 | 0.03% | 3,321 | 2,153 | 184.3% | $51.23万 | 加仓 |
| RLI | RLI CORP | $79.43万 | 0.03% | 13,447 | 13,447 | — | $79.43万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $80.12万 | 0.03% | 31,958 | -56,417 | -63.8% | -$141.44万 | 减仓 |
| IUSG | ISHARES TR | $80.52万 | 0.03% | 4,281 | -119 | -2.7% | -$2.24万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $80.53万 | 0.03% | 13,885 | 3,863 | 38.5% | $22.40万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $80.56万 | 0.03% | 28,842 | 502 | 1.8% | $1.40万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $80.61万 | 0.03% | 18,123 | -1,733 | -8.7% | -$7.71万 | 减仓 |
| BC | BRUNSWICK CORP | $80.68万 | 0.03% | 9,577 | -285 | -2.9% | -$2.40万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $80.73万 | 0.03% | 23,657 | -2,211 | -8.5% | -$7.55万 | 减仓 |
| IBTH | ISHARES TR | $80.92万 | 0.03% | 36,175 | 10,722 | 42.1% | $23.99万 | 加仓 |
| WSO | WATSCO INC | $81.30万 | 0.03% | 1,951 | 578 | 42.1% | $24.09万 | 加仓 |
| BAMG | NORTHERN LTS FD TR IV | $82.11万 | 0.03% | 18,133 | 3,646 | 25.2% | $16.51万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $82.25万 | 0.03% | 5,240 | 793 | 17.8% | $12.45万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $82.35万 | 0.03% | 3,587 | 3,587 | — | $82.35万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $83.03万 | 0.03% | 9,241 | -531 | -5.4% | -$4.77万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $83.30万 | 0.03% | 2,624 | 423 | 19.2% | $13.43万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $84.14万 | 0.03% | 4,953 | 319 | 6.9% | $5.42万 | 加仓 |
| MMM | 3M CO | $84.17万 | 0.03% | 5,198 | 1,134 | 27.9% | $18.36万 | 加仓 |
| KEX | KIRBY CORP | $84.53万 | 0.03% | 6,217 | -203 | -3.2% | -$2.76万 | 减仓 |
| LIN | LINDE PLC | $85.28万 | 0.03% | 1,643 | 254 | 18.3% | $13.18万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $85.55万 | 0.03% | 14,780 | 14,780 | — | $85.55万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $85.75万 | 0.03% | 4,472 | 397 | 9.7% | $7.61万 | 加仓 |
| AZN | ASTRAZENECA PLC | $85.99万 | 0.03% | 4,535 | 861 | 23.4% | $16.33万 | 加仓 |
| LMUB | ISHARES TR | $86.11万 | 0.03% | 16,811 | 1,229 | 7.9% | $6.29万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $86.62万 | 0.03% | 5,389 | 81 | 1.5% | $1.30万 | 加仓 |
| ALAB | ASTERA LABS INC | $86.80万 | 0.03% | 1,797 | -8,953 | -83.3% | -$432.45万 | 减仓 |
| D | DOMINION ENERGY INC | $86.95万 | 0.03% | 12,732 | 504 | 4.1% | $3.44万 | 加仓 |
| VV | VANGUARD INDEX FDS | $87.25万 | 0.03% | 2,537 | -4,666 | -64.8% | -$160.47万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $87.36万 | 0.03% | 6,492 | 1,273 | 24.4% | $17.13万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $87.99万 | 0.03% | 19,557 | 19,557 | — | $87.99万 | 新建仓 |
| FDX | FEDEX CORP | $88.00万 | 0.03% | 2,810 | 1,068 | 61.3% | $33.45万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $88.22万 | 0.03% | 9,178 | 674 | 7.9% | $6.48万 | 加仓 |
| QUAL | ISHARES TR | $88.98万 | 0.03% | 4,055 | -16,783 | -80.5% | -$368.29万 | 减仓 |
| GWW | WW GRAINGER INC | $89.11万 | 0.03% | 655 | -35 | -5.1% | -$4.76万 | 减仓 |
| SNEX | STONEX GROUP INC | $89.44万 | 0.03% | 7,548 | -4,685 | -38.3% | -$55.52万 | 减仓 |
| STOX | HORIZON FDS | $89.72万 | 0.03% | 28,922 | 4,455 | 18.2% | $13.82万 | 加仓 |
| KVUE | KENVUE INC | $90.22万 | 0.03% | 47,212 | 6,655 | 16.4% | $12.72万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $90.53万 | 0.03% | 17,769 | 2,951 | 19.9% | $15.04万 | 加仓 |