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 |
|---|---|---|---|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | $220.53万 | 0.07% | 43,385 | 34,701 | 399.6% | $176.39万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $220.63万 | 0.07% | 52,282 | 52,282 | — | $220.63万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $221.63万 | 0.07% | 45,407 | 45,407 | — | $221.63万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $221.81万 | 0.07% | 85,807 | -508 | -0.6% | -$1.31万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $222.64万 | 0.08% | 70,212 | 12,410 | 21.5% | $39.35万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $223.25万 | 0.08% | 113,325 | 14,728 | 14.9% | $29.01万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $223.91万 | 0.08% | 100,365 | 100,365 | — | $223.91万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $224.30万 | 0.08% | 2,939 | 1,299 | 79.2% | $99.14万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $224.63万 | 0.08% | 48,402 | 48,402 | — | $224.63万 | 新建仓 |
| GEV | GE VERNOVA INC | $227.77万 | 0.08% | 1,939 | 589 | 43.6% | $69.19万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $228.23万 | 0.08% | 67,464 | 67,464 | — | $228.23万 | 新建仓 |
| BA | BOEING CO | $229.95万 | 0.08% | 10,623 | 974 | 10.1% | $21.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $231.32万 | 0.08% | 7,760 | 210 | 2.8% | $6.26万 | 加仓 |
| AGNC | AGNC INVT CORP | $232.70万 | 0.08% | 213,483 | -10,340 | -4.6% | -$11.27万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $232.87万 | 0.08% | 11,304 | 10,216 | 939.0% | $210.45万 | 重新持有 |
| VST | VISTRA CORP | $233.92万 | 0.08% | 14,746 | 14,746 | — | $233.92万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $235.67万 | 0.08% | 21,857 | 7,197 | 49.1% | $77.60万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $235.82万 | 0.08% | 88,991 | 59,678 | 203.6% | $158.15万 | 加仓 |
| VDE | VANGUARD WORLD FD | $236.39万 | 0.08% | 15,746 | 8,910 | 130.3% | $133.76万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $239.31万 | 0.08% | 112,827 | 14,266 | 14.5% | $30.26万 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $239.46万 | 0.08% | 65,489 | -11,015 | -14.4% | -$40.28万 | 减仓 |
| SOXX | ISHARES TR | $240.02万 | 0.08% | 3,746 | 3,746 | — | $240.02万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $241.72万 | 0.08% | 48,843 | 48,843 | — | $241.72万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $244.17万 | 0.08% | 26,908 | 1,852 | 7.4% | $16.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $244.55万 | 0.08% | 27,863 | 15,573 | 126.7% | $136.68万 | 加仓 |
| UNP | UNION PAC CORP | $256.02万 | 0.09% | 9,413 | 1,825 | 24.1% | $49.64万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $256.71万 | 0.09% | 81,186 | 29,001 | 55.6% | $91.70万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $257.09万 | 0.09% | 90,557 | 42,281 | 87.6% | $120.04万 | 加仓 |
| GE | GE AEROSPACE | $257.91万 | 0.09% | 6,901 | 2,187 | 46.4% | $81.73万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $259.68万 | 0.09% | 51,811 | 16,856 | 48.2% | $84.48万 | 加仓 |
| O | REALTY INCOME CORP | $261.84万 | 0.09% | 42,259 | 42,259 | — | $261.84万 | 新建仓 |
| PFE | PFIZER INC | $262.76万 | 0.09% | 109,120 | 64,440 | 144.2% | $155.17万 | 加仓 |
| — | FIS TR | $263.57万 | 0.09% | 90,672 | 90,672 | — | $263.57万 | 新建仓 |
| ICVT | ISHARES TR | $264.79万 | 0.09% | 21,750 | 15,372 | 241.0% | $187.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $265.59万 | 0.09% | 37,275 | -14,788 | -28.4% | -$105.37万 | 减仓 |
| TGT | TARGET CORP | $266.22万 | 0.09% | 20,383 | 18,307 | 881.8% | $239.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $266.46万 | 0.09% | 11,261 | 1,415 | 14.4% | $33.48万 | 加仓 |
| IYH | ISHARES TR | $267.14万 | 0.09% | 39,866 | 39,866 | — | $267.14万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $267.34万 | 0.09% | 53,160 | 53,160 | — | $267.34万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $269.49万 | 0.09% | 62,512 | -25,394 | -28.9% | -$109.47万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $271.10万 | 0.09% | 115,817 | -1,816 | -1.5% | -$4.25万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $271.47万 | 0.09% | 111,668 | 111,668 | — | $271.47万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $271.64万 | 0.09% | 93,798 | 93,798 | — | $271.64万 | 新建仓 |
| KLAC | KLA CORP | $274.15万 | 0.09% | 9,086 | 3,246 | 55.6% | $97.94万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $275.33万 | 0.09% | 23,476 | 15,820 | 206.6% | $185.54万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $277.98万 | 0.09% | 124,321 | 39,051 | 45.8% | $87.32万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $285.16万 | 0.10% | 44,723 | -710 | -1.6% | -$4.53万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $289.86万 | 0.10% | 54,083 | 7,247 | 15.5% | $38.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $295.55万 | 0.10% | 55,649 | 32,226 | 137.6% | $171.15万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $296.06万 | 0.10% | 120,056 | 107,598 | 863.7% | $265.34万 | 加仓 |
| SCMC | STERLING CAP FDS | $300.24万 | 0.10% | 119,478 | 18,431 | 18.2% | $46.32万 | 加仓 |
| IWP | ISHARES TR | $300.65万 | 0.10% | 20,535 | 3,005 | 17.1% | $44.00万 | 加仓 |
| REET | ISHARES TR | $304.43万 | 0.10% | 110,221 | 36,437 | 49.4% | $100.64万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $307.65万 | 0.10% | 63,354 | 11,607 | 22.4% | $56.36万 | 加仓 |
| PEP | PEPSICO INC | $308.93万 | 0.10% | 22,816 | 5,643 | 32.9% | $76.41万 | 加仓 |
| GLDM | WORLD GOLD TR | $310.14万 | 0.10% | 39,050 | 11,141 | 39.9% | $88.48万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $312.01万 | 0.11% | 24,422 | 1,644 | 7.2% | $21.00万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $318.31万 | 0.11% | 37,186 | -567 | -1.5% | -$4.85万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $319.47万 | 0.11% | 61,037 | 12,406 | 25.5% | $64.93万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $319.72万 | 0.11% | 115,421 | 21,950 | 23.5% | $60.80万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $322.23万 | 0.11% | 101,393 | 36,078 | 55.2% | $114.66万 | 加仓 |
| RIO | RIO TINTO PLC | $325.02万 | 0.11% | 34,238 | 34,238 | — | $325.02万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $326.10万 | 0.11% | 116,258 | 116,258 | — | $326.10万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $326.82万 | 0.11% | 18,065 | 5,261 | 41.1% | $95.18万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $329.00万 | 0.11% | 102,908 | 92,268 | 867.2% | $294.98万 | 加仓 |
| MO | ALTRIA GROUP INC | $329.93万 | 0.11% | 45,855 | 5,237 | 12.9% | $37.68万 | 加仓 |
| HYDB | ISHARES TR | $332.04万 | 0.11% | 70,993 | 70,993 | — | $332.04万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $334.58万 | 0.11% | 15,725 | 8,814 | 127.5% | $187.53万 | 加仓 |
| SCEP | STERLING CAP FDS | $335.66万 | 0.11% | 134,263 | -738 | -0.5% | -$1.85万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $336.29万 | 0.11% | 21,796 | 6,073 | 38.6% | $93.70万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $337.00万 | 0.11% | 18,193 | 11,863 | 187.4% | $219.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $339.62万 | 0.11% | 6,666 | 2,859 | 75.1% | $145.66万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $341.92万 | 0.12% | 60,819 | 1,195 | 2.0% | $6.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $342.14万 | 0.12% | 28,626 | 18,114 | 172.3% | $216.50万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $360.64万 | 0.12% | 52,911 | 52,911 | — | $360.64万 | 新建仓 |
| INTC | INTEL CORP | $362.89万 | 0.12% | 25,989 | 6,632 | 34.3% | $92.60万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $365.16万 | 0.12% | 30,074 | -849 | -2.7% | -$10.31万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $365.40万 | 0.12% | 86,568 | 2,683 | 3.2% | $11.32万 | 加仓 |
| ARKQ | ARK ETF TR | $366.67万 | 0.12% | 27,732 | 27,732 | — | $366.67万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $366.82万 | 0.12% | 52,478 | -2,269 | -4.1% | -$15.86万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $370.17万 | 0.12% | 95,925 | -255 | -0.3% | -$9,840 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $372.52万 | 0.13% | 126,577 | 2,669 | 2.2% | $7.85万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $373.14万 | 0.13% | 82,737 | 6,681 | 8.8% | $30.13万 | 加仓 |
| IXUS | ISHARES TR | $373.54万 | 0.13% | 39,139 | 2,171 | 5.9% | $20.72万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $380.36万 | 0.13% | 41,488 | 24,182 | 139.7% | $221.70万 | 加仓 |
| AMGN | AMGEN INC | $381.64万 | 0.13% | 10,539 | 5,802 | 122.5% | $210.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $388.01万 | 0.13% | 10,486 | 2,603 | 33.0% | $96.32万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $390.28万 | 0.13% | 77,482 | 19,246 | 33.0% | $96.94万 | 加仓 |
| SGOV | ISHARES TR | $390.86万 | 0.13% | 38,826 | 20,923 | 116.9% | $210.63万 | 加仓 |
| CVS | CVS HEALTH CORP | $393.67万 | 0.13% | 38,054 | 31,938 | 522.2% | $330.40万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $396.68万 | 0.13% | 104,034 | 90,429 | 664.7% | $344.81万 | 加仓 |
| IEF | ISHARES TR | $397.25万 | 0.13% | 42,006 | 14,941 | 55.2% | $141.30万 | 加仓 |
| TLH | ISHARES TR | $399.74万 | 0.13% | 39,835 | 633 | 1.6% | $6.35万 | 加仓 |
| VLO | VALERO ENERGY CORP | $400.91万 | 0.14% | 15,394 | 13,975 | 984.8% | $363.95万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $402.43万 | 0.14% | 59,567 | 5,615 | 10.4% | $37.93万 | 加仓 |
| MTUM | ISHARES TR | $406.38万 | 0.14% | 11,854 | -1,072 | -8.3% | -$36.75万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $406.66万 | 0.14% | 68,949 | -8,432 | -10.9% | -$49.73万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $408.46万 | 0.14% | 55,347 | 12,654 | 29.6% | $93.39万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $408.90万 | 0.14% | 38,168 | 10,621 | 38.6% | $113.78万 | 加仓 |
| DIS | DISNEY WALT CO | $409.54万 | 0.14% | 42,550 | 8,772 | 26.0% | $84.43万 | 加仓 |