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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $135.56万 | 0.05% | 10,730 | 2,816 | 35.6% | $35.58万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $135.68万 | 0.05% | 75,883 | 75,883 | — | $135.68万 | 新建仓 |
| EMB | ISHARES TR | $136.73万 | 0.05% | 14,178 | -1,832 | -11.4% | -$17.67万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $137.02万 | 0.05% | 7,295 | -37 | -0.5% | -$6,950 | 减仓 |
| SHOP | SHOPIFY INC | $137.05万 | 0.05% | 12,003 | -4,216 | -26.0% | -$48.14万 | 减仓 |
| ASML | ASML HLDG NV | $137.07万 | 0.05% | 689 | 185 | 36.7% | $36.81万 | 加仓 |
| CMI | CUMMINS INC | $137.08万 | 0.05% | 1,922 | 187 | 10.8% | $13.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $137.71万 | 0.05% | 23,070 | 740 | 3.3% | $4.42万 | 加仓 |
| DGRW | WISDOMTREE TR | $138.30万 | 0.05% | 14,464 | 11,307 | 358.2% | $108.12万 | 加仓 |
| IWB | ISHARES TR | $138.66万 | 0.05% | 3,386 | 168 | 5.2% | $6.88万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $138.69万 | 0.05% | 2,792 | -29 | -1.0% | -$1.44万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $138.73万 | 0.05% | 58,365 | 28,682 | 96.6% | $68.18万 | 加仓 |
| NEM | NEWMONT CORP | $139.35万 | 0.05% | 14,920 | -318 | -2.1% | -$2.97万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $139.86万 | 0.05% | 34,852 | 158 | 0.5% | $6,341 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $140.42万 | 0.05% | 4,917 | 4,917 | — | $140.42万 | 新建仓 |
| LVHD | LEGG MASON ETF INVT | $140.73万 | 0.05% | 31,982 | 31,982 | — | $140.73万 | 新建仓 |
| SKOR | FLEXSHARES TR | $140.95万 | 0.05% | 29,038 | 29,038 | — | $140.95万 | 新建仓 |
| IAU | ISHARES GOLD TR | $142.69万 | 0.05% | 18,897 | -671 | -3.4% | -$5.07万 | 减仓 |
| SYSB | ISHARES TR | $142.85万 | 0.05% | 16,102 | 2,440 | 17.9% | $21.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $144.76万 | 0.05% | 4,778 | 1,957 | 69.4% | $59.29万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $146.24万 | 0.05% | 29,376 | 9,333 | 46.6% | $46.46万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $147.68万 | 0.05% | 58,049 | 391 | 0.7% | $9,947 | 加仓 |
| PULS | PGIM ETF TR | $148.86万 | 0.05% | 30,042 | 30,042 | — | $148.86万 | 新建仓 |
| GLW | CORNING INC | $150.94万 | 0.05% | 5,909 | 2,615 | 79.4% | $66.80万 | 加仓 |
| MLPX | GLOBAL X FDS | $152.30万 | 0.05% | 20,676 | 20,676 | — | $152.30万 | 新建仓 |
| APH | AMPHENOL CORP | $152.78万 | 0.05% | 8,665 | 109 | 1.3% | $1.92万 | 加仓 |
| PGR | PROGRESSIVE CORP | $153.30万 | 0.05% | 7,018 | 4,440 | 172.2% | $96.99万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $154.69万 | 0.05% | 35,133 | 35,133 | — | $154.69万 | 新建仓 |
| CERY | SPDR SERIES TRUST | $155.49万 | 0.05% | 46,512 | 1,390 | 3.1% | $4.65万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $155.56万 | 0.05% | 6,318 | 814 | 14.8% | $20.04万 | 加仓 |
| IEUR | ISHARES TR | $155.67万 | 0.05% | 20,709 | 3,046 | 17.2% | $22.90万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $157.27万 | 0.05% | 3,011 | 3,011 | — | $157.27万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $158.65万 | 0.05% | 9,611 | 9,611 | — | $158.65万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $159.14万 | 0.05% | 22,084 | 105 | 0.5% | $7,566 | 加仓 |
| VB | VANGUARD INDEX FDS | $161.10万 | 0.05% | 5,315 | -595 | -10.1% | -$18.03万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $161.14万 | 0.05% | 62,995 | 30,208 | 92.1% | $77.27万 | 加仓 |
| JNK | SPDR SERIES TRUST | $162.27万 | 0.05% | 16,838 | -11,418 | -40.4% | -$110.04万 | 减仓 |
| — | KRANESHARES TRUST | $164.41万 | 0.06% | 68,361 | 8,433 | 14.1% | $20.28万 | 加仓 |
| IWR | ISHARES TR | $164.91万 | 0.06% | 14,948 | 490 | 3.4% | $5.41万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $165.61万 | 0.06% | 54,104 | 21,931 | 68.2% | $67.13万 | 加仓 |
| LOW | LOWES COS INC | $166.91万 | 0.06% | 7,570 | 1,382 | 22.3% | $30.47万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $167.58万 | 0.06% | 33,250 | 3,526 | 11.9% | $17.77万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $167.71万 | 0.06% | 105,608 | 24,006 | 29.4% | $38.12万 | 加仓 |
| QCOM | QUALCOMM INC | $167.85万 | 0.06% | 9,083 | 4,159 | 84.5% | $76.86万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $169.72万 | 0.06% | 21,475 | 2,971 | 16.1% | $23.48万 | 加仓 |
| USMV | ISHARES TR | $170.70万 | 0.06% | 17,697 | 11,809 | 200.6% | $113.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $170.89万 | 0.06% | 27,804 | 27,804 | — | $170.89万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $175.47万 | 0.06% | 21,778 | -18,966 | -46.5% | -$152.81万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $176.98万 | 0.06% | 76,515 | 22,996 | 43.0% | $53.19万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $177.16万 | 0.06% | 6,193 | 5,370 | 652.5% | $153.62万 | 加仓 |
| ESGU | ISHARES TR | $177.30万 | 0.06% | 10,833 | -1,368 | -11.2% | -$22.39万 | 减仓 |
| IVLU | ISHARES TR | $178.20万 | 0.06% | 42,612 | 896 | 2.1% | $3.75万 | 加仓 |
| QYLD | GLOBAL X FDS | $178.22万 | 0.06% | 96,701 | 56,756 | 142.1% | $104.60万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $178.26万 | 0.06% | 48,386 | -15,785 | -24.6% | -$58.15万 | 减仓 |
| DY | DYCOM INDS INC | $178.68万 | 0.06% | 3,534 | -935 | -20.9% | -$47.27万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $178.96万 | 0.06% | 23,893 | 23,893 | — | $178.96万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $180.91万 | 0.06% | 57,233 | 40,086 | 233.8% | $126.71万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $182.68万 | 0.06% | 18,944 | 13,969 | 280.8% | $134.71万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $183.54万 | 0.06% | 45,623 | 13,864 | 43.7% | $55.77万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $183.64万 | 0.06% | 24,404 | 24,404 | — | $183.64万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $183.77万 | 0.06% | 8,206 | 841 | 11.4% | $18.83万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $184.32万 | 0.06% | 37,709 | 3,035 | 8.8% | $14.83万 | 加仓 |
| ROST | ROSS STORES INC | $187.16万 | 0.06% | 8,793 | 7,314 | 494.5% | $155.68万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $187.46万 | 0.06% | 25,557 | 25,557 | — | $187.46万 | 新建仓 |
| COP | CONOCOPHILLIPS | $187.95万 | 0.06% | 18,079 | 6,031 | 50.1% | $62.70万 | 加仓 |
| MGK | VANGUARD WORLD FD | $190.23万 | 0.06% | 21,639 | 2,679 | 14.1% | $23.55万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $190.89万 | 0.06% | 65,802 | 17,850 | 37.2% | $51.78万 | 加仓 |
| ZECP | ZACKS TRUST | $191.23万 | 0.06% | 50,670 | 1,874 | 3.8% | $7.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $191.82万 | 0.06% | 2,925 | 1,402 | 92.1% | $91.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.28万 | 0.06% | 34,044 | 26,553 | 354.5% | $149.97万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $193.49万 | 0.07% | 75,692 | 6,464 | 9.3% | $16.52万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $194.64万 | 0.07% | 73,770 | 6,809 | 10.2% | $17.97万 | 加仓 |
| SDY | SPDR SERIES TRUST | $195.55万 | 0.07% | 12,850 | 858 | 7.2% | $13.06万 | 加仓 |
| LONZ | PIMCO ETF TR | $196.00万 | 0.07% | 39,749 | -11,338 | -22.2% | -$55.91万 | 减仓 |
| HYG | ISHARES TR | $196.45万 | 0.07% | 24,566 | -29 | -0.1% | -$2,319 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $196.64万 | 0.07% | 37,881 | 31,943 | 537.9% | $165.82万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $200.30万 | 0.07% | 114,785 | 32,111 | 38.8% | $56.03万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $200.40万 | 0.07% | 3,138 | 1,515 | 93.3% | $96.75万 | 加仓 |
| IEFA | ISHARES TR | $200.87万 | 0.07% | 20,798 | -2,620 | -11.2% | -$25.30万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $201.11万 | 0.07% | 5,897 | 3,603 | 157.1% | $122.87万 | 加仓 |
| T | AT&T INC | $203.07万 | 0.07% | 98,102 | 33,556 | 52.0% | $69.46万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $204.67万 | 0.07% | 40,936 | 35,044 | 594.8% | $175.21万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $205.61万 | 0.07% | 74,849 | 429 | 0.6% | $1.18万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $205.72万 | 0.07% | 109,019 | 4,592 | 4.4% | $8.67万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $206.29万 | 0.07% | 37,733 | 6,148 | 19.5% | $33.61万 | 加仓 |
| SHY | ISHARES TR | $206.88万 | 0.07% | 25,196 | 10,437 | 70.7% | $85.70万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $206.95万 | 0.07% | 37,503 | 962 | 2.6% | $5.31万 | 加仓 |
| VDC | VANGUARD WORLD FD | $207.40万 | 0.07% | 9,198 | 9,198 | — | $207.40万 | 新建仓 |
| SR | SPIRE INC | $207.99万 | 0.07% | 26,635 | 26,635 | — | $207.99万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $208.64万 | 0.07% | 12,915 | 5,957 | 85.6% | $96.23万 | 加仓 |
| GLD | SPDR GOLD TR | $208.72万 | 0.07% | 5,666 | 2,247 | 65.7% | $82.77万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $210.37万 | 0.07% | 42,319 | 3,702 | 9.6% | $18.40万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $213.35万 | 0.07% | 40,439 | 34,845 | 622.9% | $183.84万 | 加仓 |
| IWM | ISHARES TR | $216.08万 | 0.07% | 7,192 | 1,761 | 32.4% | $52.91万 | 加仓 |
| USD | PROSHARES TR | $217.08万 | 0.07% | 20,821 | 20,821 | — | $217.08万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $217.19万 | 0.07% | 49,632 | 4,370 | 9.7% | $19.12万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $217.63万 | 0.07% | 26,198 | 5,642 | 27.4% | $46.87万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $219.70万 | 0.07% | 4,473 | 3,630 | 430.6% | $178.29万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $220.30万 | 0.07% | 32,598 | 17,682 | 118.5% | $119.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $220.34万 | 0.07% | 52,801 | -4,664 | -8.1% | -$19.46万 | 减仓 |