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 |
|---|---|---|---|---|---|---|---|---|
| — | ZACKS TRUST | $90.55万 | 0.03% | 30,990 | 1,772 | 6.1% | $5.18万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $90.74万 | 0.03% | 8,995 | -160 | -1.7% | -$1.61万 | 减仓 |
| BLK | BLACKROCK INC | $90.77万 | 0.03% | 944 | 136 | 16.8% | $13.08万 | 加仓 |
| SLV | ISHARES SILVER TR | $91.03万 | 0.03% | 17,025 | -2,257 | -11.7% | -$12.07万 | 减仓 |
| ADI | ANALOG DEVICES INC | $91.43万 | 0.03% | 2,302 | 201 | 9.6% | $7.98万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $91.44万 | 0.03% | 25,947 | -7,089 | -21.5% | -$24.98万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $91.97万 | 0.03% | 11,811 | 5,833 | 97.6% | $45.42万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $92.12万 | 0.03% | 10,584 | 5,122 | 93.8% | $44.58万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $92.32万 | 0.03% | 4,333 | 224 | 5.5% | $4.77万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $92.47万 | 0.03% | 1,816 | 250 | 16.0% | $12.73万 | 加仓 |
| WELL | WELLTOWER INC | $93.06万 | 0.03% | 4,100 | 364 | 9.7% | $8.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.30万 | 0.03% | 1,861 | 577 | 44.9% | $28.93万 | 加仓 |
| HDV | ISHARES TR | $93.42万 | 0.03% | 34,082 | 34,082 | — | $93.42万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $93.51万 | 0.03% | 676 | 349 | 106.7% | $48.28万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $93.56万 | 0.03% | 34,589 | 11,843 | 52.1% | $32.04万 | 加仓 |
| NVS | NOVARTIS AG | $93.77万 | 0.03% | 5,984 | 544 | 10.0% | $8.52万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $93.83万 | 0.03% | 959 | 365 | 61.4% | $35.71万 | 加仓 |
| CIM | CHIMERA INVT CORP | $94.02万 | 0.03% | 70,482 | 70,482 | — | $94.02万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $94.12万 | 0.03% | 9,715 | -12 | -0.1% | -$1,163 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $94.16万 | 0.03% | 13,737 | 5,000 | 57.2% | $34.27万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $94.19万 | 0.03% | 9,125 | 1,190 | 15.0% | $12.28万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $94.36万 | 0.03% | 45,385 | 33,736 | 289.6% | $70.14万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $94.38万 | 0.03% | 11,998 | 4,614 | 62.5% | $36.29万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $94.43万 | 0.03% | 7,588 | 1,480 | 24.2% | $18.42万 | 加仓 |
| APG | API GROUP CORP | $95.20万 | 0.03% | 22,480 | 12,647 | 128.6% | $53.56万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $95.39万 | 0.03% | 26,600 | 26,600 | — | $95.39万 | 新建仓 |
| IEI | ISHARES TR | $95.39万 | 0.03% | 8,122 | -1,510 | -15.7% | -$17.73万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $95.79万 | 0.03% | 7,002 | 90 | 1.3% | $1.23万 | 加仓 |
| MCO | MOODYS CORP | $95.94万 | 0.03% | 2,118 | 122 | 6.1% | $5.53万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $96.24万 | 0.03% | 3,231 | -558 | -14.7% | -$16.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $96.45万 | 0.03% | 23,685 | 23,685 | — | $96.45万 | 新建仓 |
| GDX | VANECK ETF TRUST | $96.65万 | 0.03% | 12,809 | 1,939 | 17.8% | $14.63万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $97.06万 | 0.03% | 2,337 | 33 | 1.4% | $1.37万 | 加仓 |
| PAVE | GLOBAL X FDS | $97.22万 | 0.03% | 16,500 | 16,500 | — | $97.22万 | 新建仓 |
| FDLS | NORTHERN LTS FD TR IV | $97.51万 | 0.03% | 23,068 | 23,068 | — | $97.51万 | 新建仓 |
| QLTA | ISHARES TR | $97.70万 | 0.03% | 20,559 | 7,529 | 57.8% | $35.78万 | 加仓 |
| IONQ | IONQ INC | $98.14万 | 0.03% | 18,426 | 18,426 | — | $98.14万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $98.74万 | 0.03% | 51,108 | 51,108 | — | $98.74万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $99.30万 | 0.03% | 6,075 | -350 | -5.4% | -$5.72万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $99.78万 | 0.03% | 9,950 | -4,555 | -31.4% | -$45.68万 | 减仓 |
| ACWX | ISHARES TR | $99.88万 | 0.03% | 13,122 | 2,367 | 22.0% | $18.02万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $100.63万 | 0.03% | 53,159 | -1,240 | -2.3% | -$2.35万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $100.92万 | 0.03% | 29,449 | 29,449 | — | $100.92万 | 新建仓 |
| HON | HONEYWELL INTL INC | $100.96万 | 0.03% | 4,509 | -560 | -11.0% | -$12.54万 | 减仓 |
| APP | APPLOVIN CORP | $101.24万 | 0.03% | 1,965 | 357 | 22.2% | $18.39万 | 加仓 |
| SNDK | SANDISK CORP | $101.64万 | 0.03% | 447 | -30 | -6.3% | -$6.82万 | 减仓 |
| NOW | SERVICENOW INC | $102.69万 | 0.03% | 10,344 | 4,786 | 86.1% | $47.51万 | 加仓 |
| IYT | ISHARES TR | $103.60万 | 0.03% | 11,943 | 11,943 | — | $103.60万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $103.81万 | 0.04% | 3,861 | 2,051 | 113.3% | $55.15万 | 加仓 |
| IGM | ISHARES TR | $104.04万 | 0.04% | 6,360 | -284 | -4.3% | -$4.65万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $104.93万 | 0.04% | 5,230 | 943 | 22.0% | $18.92万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $105.04万 | 0.04% | 7,263 | 479 | 7.1% | $6.93万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $105.22万 | 0.04% | 34,877 | 15,352 | 78.6% | $46.32万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $105.84万 | 0.04% | 44,119 | 44,119 | — | $105.84万 | 新建仓 |
| BX | BLACKSTONE INC | $106.67万 | 0.04% | 9,065 | 6,406 | 240.9% | $75.38万 | 加仓 |
| IMTM | ISHARES TR | $107.20万 | 0.04% | 20,102 | -18,244 | -47.6% | -$97.30万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $107.73万 | 0.04% | 10,022 | -451 | -4.3% | -$4.85万 | 减仓 |
| SYY | SYSCO CORP | $108.07万 | 0.04% | 12,930 | 920 | 7.7% | $7.69万 | 加仓 |
| CLH | CLEAN HARBORS INC | $108.18万 | 0.04% | 3,621 | -81 | -2.2% | -$2.42万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $108.22万 | 0.04% | 123,675 | 123,675 | — | $108.22万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $108.35万 | 0.04% | 3,236 | 939 | 40.9% | $31.44万 | 加仓 |
| EMR | EMERSON ELEC CO | $108.41万 | 0.04% | 7,573 | 2,520 | 49.9% | $36.08万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $109.53万 | 0.04% | 6,411 | 6,411 | — | $109.53万 | 新建仓 |
| YUM | YUM BRANDS INC | $110.82万 | 0.04% | 6,932 | 471 | 7.3% | $7.53万 | 加仓 |
| IBB | ISHARES TR | $111.54万 | 0.04% | 5,864 | 1,198 | 25.7% | $22.79万 | 加仓 |
| PSX | PHILLIPS 66 | $112.23万 | 0.04% | 6,639 | 833 | 14.3% | $14.08万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $113.02万 | 0.04% | 4,179 | 361 | 9.5% | $9.76万 | 加仓 |
| USB | US BANCORP | $113.48万 | 0.04% | 18,788 | 3,985 | 26.9% | $24.07万 | 加仓 |
| EFA | ISHARES TR | $113.82万 | 0.04% | 10,957 | 3,177 | 40.8% | $33.00万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $114.30万 | 0.04% | 17,721 | 17,721 | — | $114.30万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $114.51万 | 0.04% | 34,397 | -30,794 | -47.2% | -$102.51万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $114.76万 | 0.04% | 41,444 | 20,181 | 94.9% | $55.88万 | 加仓 |
| IWC | ISHARES TR | $115.54万 | 0.04% | 5,776 | 107 | 1.9% | $2.14万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $116.53万 | 0.04% | 6,992 | 765 | 12.3% | $12.75万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $116.96万 | 0.04% | 10,572 | 823 | 8.4% | $9.11万 | 加仓 |
| ETN | EATON CORP PLC | $117.59万 | 0.04% | 2,759 | 563 | 25.6% | $23.99万 | 加仓 |
| IGF | ISHARES TR | $118.86万 | 0.04% | 17,847 | 1,965 | 12.4% | $13.09万 | 加仓 |
| SBUX | STARBUCKS CORP | $118.86万 | 0.04% | 11,631 | -538 | -4.4% | -$5.50万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $119.76万 | 0.04% | 14,495 | -5,995 | -29.3% | -$49.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $121.30万 | 0.04% | 28,238 | 28,238 | — | $121.30万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $122.05万 | 0.04% | 1,265 | 754 | 147.6% | $72.75万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $122.20万 | 0.04% | 171,386 | 90,959 | 113.1% | $64.85万 | 加仓 |
| PLD | PROLOGIS INC. | $122.82万 | 0.04% | 9,067 | 645 | 7.7% | $8.74万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $124.13万 | 0.04% | 33,091 | -22 | -0.1% | -$825 | 减仓 |
| HYZD | WISDOMTREE TR | $125.26万 | 0.04% | 55,652 | 55,652 | — | $125.26万 | 新建仓 |
| FALN | ISHARES TR | $125.26万 | 0.04% | 45,985 | 21,705 | 89.4% | $59.12万 | 加仓 |
| IJH | ISHARES TR | $126.19万 | 0.04% | 16,365 | 12,037 | 278.1% | $92.82万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $126.81万 | 0.04% | 5,785 | 5,785 | — | $126.81万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $127.29万 | 0.04% | 5,711 | 319 | 5.9% | $7.11万 | 加仓 |
| LQD | ISHARES TR | $127.65万 | 0.04% | 11,703 | 1,854 | 18.8% | $20.22万 | 加仓 |
| INTU | INTUIT | $127.79万 | 0.04% | 4,896 | 3,533 | 259.2% | $92.21万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $128.10万 | 0.04% | 15,633 | -44 | -0.3% | -$3,605 | 减仓 |
| MDT | MEDTRONIC PLC | $130.77万 | 0.04% | 16,716 | 1,780 | 11.9% | $13.93万 | 加仓 |
| MS | MORGAN STANLEY | $130.91万 | 0.04% | 6,263 | 817 | 15.0% | $17.08万 | 加仓 |
| EEMV | ISHARES INC | $131.97万 | 0.04% | 17,531 | 17,531 | — | $131.97万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $132.00万 | 0.04% | 10,030 | 10,030 | — | $132.00万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $132.31万 | 0.04% | 10,453 | 2,872 | 37.9% | $36.35万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $133.10万 | 0.04% | 18,131 | -51,499 | -74.0% | -$378.05万 | 减仓 |
| VLUE | ISHARES TR | $133.29万 | 0.04% | 6,671 | 44 | 0.7% | $8,792 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $134.87万 | 0.05% | 9,848 | 1,922 | 24.2% | $26.32万 | 加仓 |