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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES TR | $0 | 0.00% | 0 | -39,410 | -100.0% | -$126.86万 | 清仓 |
| BCI | ABRDN ETFS | $0 | 0.00% | 0 | -20,857 | -100.0% | -$50.66万 | 清仓 |
| PFFA | ETFIS SER TR I | $0 | 0.00% | 0 | -22,784 | -100.0% | -$46.39万 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -4,226 | -100.0% | -$39.50万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,735 | -100.0% | -$38.00万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -14,354 | -100.0% | -$37.15万 | 清仓 |
| UTG | REAVES UTIL INCOME FD | $0 | 0.00% | 0 | -9,379 | -100.0% | -$36.84万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,941 | -100.0% | -$30.53万 | 清仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -17,757 | -100.0% | -$29.48万 | 清仓 |
| — | GRANITESHARES PLATINUM TR | $0 | 0.00% | 0 | -15,381 | -100.0% | -$29.09万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -13,732 | -100.0% | -$29.03万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -4,163 | -100.0% | -$28.91万 | 清仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $0 | 0.00% | 0 | -11,468 | -100.0% | -$28.15万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -7,408 | -100.0% | -$28.10万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,420 | -100.0% | -$27.79万 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,747 | -100.0% | -$27.46万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -6,015 | -100.0% | -$26.84万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -45,817 | -100.0% | -$25.43万 | 清仓 |
| EEMA | ISHARES INC | $0 | 0.00% | 0 | -2,631 | -100.0% | -$25.19万 | 清仓 |
| DFEV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,836 | -100.0% | -$24.46万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -6,369 | -100.0% | -$24.10万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,796 | -100.0% | -$23.74万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,547 | -100.0% | -$23.14万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -5,728 | -100.0% | -$22.77万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -2,749 | -100.0% | -$22.03万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -648 | -100.0% | -$20.77万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -735 | -100.0% | -$20.67万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -5,767 | -100.0% | -$20.53万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -2,101 | -100.0% | -$20.13万 | 清仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $0 | 0.00% | 0 | -38,999 | -100.0% | -$18.52万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -11,020 | -100.0% | -$9.07万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -10,900 | -100.0% | -$9.07万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -14,289 | -100.0% | -$7.19万 | 清仓 |
| — | WALDENCAST PLC | $0 | 0.00% | 0 | -16,975 | -100.0% | -$1.61万 | 清仓 |
| — | WESTWATER RES INC | $5,050 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OUTLOOK THERAPEUTICS INC | $1.80万 | 0.00% | 11,310 | 11,310 | — | $1.80万 | 新建仓 |
| — | GOLDMINING INC | $1.81万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $1.94万 | 0.00% | 13,457 | -722 | -5.1% | -$1,040 | 减仓 |
| EVGO | EVGO INC | $1.94万 | 0.00% | 10,180 | 10,180 | — | $1.94万 | 新建仓 |
| — | HYPERSCALE DATA INC | $2.60万 | 0.00% | 184,690 | 184,690 | — | $2.60万 | 新建仓 |
| WIT | WIPRO LTD | $2.64万 | 0.00% | 11,731 | -4,405 | -27.3% | -$9,911 | 重新持有 |
| — | THE REAL BROKERAGE INC | $2.72万 | 0.00% | 14,929 | 14,929 | — | $2.72万 | 新建仓 |
| PLUG | PLUG PWR INC | $2.99万 | 0.00% | 11,016 | -786 | -6.7% | -$2,130 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.13万 | 0.00% | 14,914 | 3,620 | 32.1% | $7,602 | 加仓 |
| ABEV | AMBEV SA | $3.17万 | 0.00% | 10,089 | 10,089 | — | $3.17万 | 新建仓 |
| — | ANIXA BIOSCIENCES INC | $3.36万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | GENENTA SCIENCE S P A | $3.42万 | 0.00% | 18,590 | 6,379 | 52.2% | $1.17万 | 加仓 |
| CDXS | CODEXIS INC | $3.94万 | 0.00% | 17,438 | 4,130 | 31.0% | $9,334 | 加仓 |
| BBD | BANCO BRADESCO S A | $3.96万 | 0.00% | 11,422 | 11,422 | — | $3.96万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $3.97万 | 0.00% | 10,204 | -359 | -3.4% | -$1,397 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $4.23万 | 0.00% | 13,746 | 13,746 | — | $4.23万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $4.69万 | 0.00% | 10,045 | -156 | -1.5% | -$729 | 减仓 |
| WTI | W & T OFFSHORE INC | $5.14万 | 0.00% | 16,304 | -1,451 | -8.2% | -$4,571 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.50万 | 0.00% | 11,021 | 11,021 | — | $5.50万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5.66万 | 0.00% | 10,214 | -636 | -5.9% | -$3,523 | 减仓 |
| — | EDAP TMS S A | $6.35万 | 0.00% | 12,265 | 1,140 | 10.2% | $5,905 | 加仓 |
| EVH | EVOLENT HEALTH INC | $6.53万 | 0.00% | 12,047 | 12,047 | — | $6.53万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.85万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $7.89万 | 0.00% | 15,556 | 15,556 | — | $7.89万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $7.99万 | 0.00% | 36,480 | 8,130 | 28.7% | $1.78万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $9.25万 | 0.00% | 21,759 | 21,759 | — | $9.25万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $9.40万 | 0.00% | 12,473 | 641 | 5.4% | $4,833 | 加仓 |
| — | CAMBRIA ETF TR | $11.06万 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.43万 | 0.00% | 12,971 | 1,412 | 12.2% | $1.35万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $14.59万 | 0.00% | 11,275 | 11,275 | — | $14.59万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $15.60万 | 0.01% | 16,611 | 16,611 | — | $15.60万 | 新建仓 |
| LCID | LUCID GROUP INC | $19.05万 | 0.01% | 28,470 | 28,470 | — | $19.05万 | 新建仓 |
| SFIX | STITCH FIX INC | $19.59万 | 0.01% | 47,663 | 47,663 | — | $19.59万 | 新建仓 |
| DEO | DIAGEO PLC | $20.04万 | 0.01% | 2,493 | 134 | 5.7% | $1.08万 | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL | $20.06万 | 0.01% | 4,195 | 4,195 | — | $20.06万 | 新建仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $20.08万 | 0.01% | 8,021 | 8,021 | — | $20.08万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.13万 | 0.01% | 5,005 | -1,412 | -22.0% | -$5.68万 | 重新持有 |
| NTAP | NETAPP INC | $20.23万 | 0.01% | 1,307 | 1,307 | — | $20.23万 | 新建仓 |
| DXCM | DEXCOM INC | $20.25万 | 0.01% | 3,007 | 3,007 | — | $20.25万 | 新建仓 |
| SPXS | DIREXION SHARES ETF TRUST | $20.26万 | 0.01% | 7,650 | 7,650 | — | $20.26万 | 新建仓 |
| PLBC | PLUMAS BANCORP | $20.43万 | 0.01% | 3,496 | 3,496 | — | $20.43万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $20.47万 | 0.01% | 8,177 | 8,177 | — | $20.47万 | 新建仓 |
| TTAN | SERVICETITAN INC | $20.47万 | 0.01% | 2,895 | 2,895 | — | $20.47万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $20.51万 | 0.01% | 3,275 | -9,653 | -74.7% | -$60.46万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $20.52万 | 0.01% | 1,858 | 1,858 | — | $20.52万 | 新建仓 |
| — | RBB FD INC | $20.57万 | 0.01% | 6,689 | 0 | 0.0% | — | 重新持有 |
| AXON | AXON ENTERPRISE INC | $20.57万 | 0.01% | 367 | 367 | — | $20.57万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $20.58万 | 0.01% | 8,690 | -5,128 | -37.1% | -$12.14万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.63万 | 0.01% | 2,330 | -304 | -11.5% | -$2.69万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $20.76万 | 0.01% | 4,821 | 4,821 | — | $20.76万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $20.77万 | 0.01% | 333 | 333 | — | $20.77万 | 新建仓 |
| R | RYDER SYS INC | $20.78万 | 0.01% | 788 | 788 | — | $20.78万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $20.80万 | 0.01% | 7,164 | 7,164 | — | $20.80万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.92万 | 0.01% | 1,637 | 1,637 | — | $20.92万 | 新建仓 |
| FAST | FASTENAL CO | $21.10万 | 0.01% | 4,394 | -263 | -5.6% | -$1.26万 | 减仓 |
| VEEV | VEEVA SYS INC | $21.15万 | 0.01% | 1,192 | 1,192 | — | $21.15万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $21.16万 | 0.01% | 1,790 | 1,790 | — | $21.16万 | 新建仓 |
| EQT | EQT CORP | $21.25万 | 0.01% | 3,997 | 3,997 | — | $21.25万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.27万 | 0.01% | 1,550 | 1,550 | — | $21.27万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.36万 | 0.01% | 1,122 | -432 | -27.8% | -$8.23万 | 减仓 |
| — | CREXENDO INC | $21.37万 | 0.01% | 28,602 | 28,602 | — | $21.37万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $21.41万 | 0.01% | 2,531 | 2,531 | — | $21.41万 | 新建仓 |
| TMF | DIREXION SHARES ETF TRUST | $21.64万 | 0.01% | 6,088 | 59 | 1.0% | $2,098 | 加仓 |
| BDX | BECTON DICKINSON & CO | $21.67万 | 0.01% | 1,432 | -308 | -17.7% | -$4.66万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $21.68万 | 0.01% | 2,908 | 2,908 | — | $21.68万 | 新建仓 |