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 |
|---|---|---|---|---|---|---|---|---|
| UYLD | ANGEL OAK FUNDS TRUST | $25.32万 | 0.01% | 4,964 | 4,964 | — | $25.32万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $25.31万 | 0.01% | 1,910 | 392 | 25.8% | $5.19万 | 重新持有 |
| MSOS | ADVISORSHARES TR | $25.28万 | 0.01% | 49,756 | -87,985 | -63.9% | -$44.70万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $25.21万 | 0.01% | 3,231 | 3,231 | — | $25.21万 | 新建仓 |
| SYK | STRYKER CORPORATION | $25.13万 | 0.01% | 798 | -29 | -3.5% | -$9,133 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.12万 | 0.01% | 2,330 | -46 | -1.9% | -$4,959 | 减仓 |
| MXL | MAXLINEAR INC | $25.03万 | 0.01% | 1,955 | 1,955 | — | $25.03万 | 新建仓 |
| HROW | HARROW INC | $24.93万 | 0.01% | 5,869 | -1 | -0.0% | -$42 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $24.92万 | 0.01% | 1,069 | 1,069 | — | $24.92万 | 新建仓 |
| SRE | SEMPRA | $24.83万 | 0.01% | 2,678 | 187 | 7.5% | $1.73万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.83万 | 0.01% | 8,221 | 8,221 | — | $24.83万 | 新建仓 |
| ADBE | ADOBE INC | $24.74万 | 0.01% | 4,049 | 2,542 | 168.7% | $15.53万 | 加仓 |
| ADSK | AUTODESK INC | $24.59万 | 0.01% | 1,265 | -816 | -39.2% | -$15.86万 | 减仓 |
| AS | AMER SPORTS INC | $24.26万 | 0.01% | 7,169 | 7,169 | — | $24.26万 | 新建仓 |
| KKR | KKR & CO INC | $24.21万 | 0.01% | 2,637 | 189 | 7.7% | $1.73万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $24.20万 | 0.01% | 282 | 282 | — | $24.20万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $24.09万 | 0.01% | 1,475 | 1,475 | — | $24.09万 | 新建仓 |
| MRNA | MODERNA INC | $23.94万 | 0.01% | 3,419 | 3,419 | — | $23.94万 | 新建仓 |
| RMD | RESMED INC | $23.86万 | 0.01% | 1,224 | 207 | 20.4% | $4.03万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $23.84万 | 0.01% | 17,715 | -10,032 | -36.2% | -$13.50万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $23.70万 | 0.01% | 1,072 | 1,072 | — | $23.70万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $23.65万 | 0.01% | 2,662 | 2,662 | — | $23.65万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.61万 | 0.01% | 868 | 868 | — | $23.61万 | 新建仓 |
| — | STERLING CAP FDS | $23.57万 | 0.01% | 9,393 | -2,884 | -23.5% | -$7.24万 | 减仓 |
| NGVT | INGEVITY CORP | $23.51万 | 0.01% | 3,148 | 3,148 | — | $23.51万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $23.46万 | 0.01% | 7,978 | 7,978 | — | $23.46万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $23.42万 | 0.01% | 2,685 | 2,685 | — | $23.42万 | 新建仓 |
| EAGG | ISHARES TR | $23.25万 | 0.01% | 4,903 | 4,903 | — | $23.25万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $23.11万 | 0.01% | 4,471 | -558 | -11.1% | -$2.88万 | 重新持有 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $23.10万 | 0.01% | 4,948 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY ETF TR | $23.01万 | 0.01% | 19,957 | 19,957 | — | $23.01万 | 新建仓 |
| WTMF | WISDOMTREE TR | $22.99万 | 0.01% | 5,628 | 5,628 | — | $22.99万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $22.97万 | 0.01% | 289 | 289 | — | $22.97万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $22.95万 | 0.01% | 3,716 | 3,716 | — | $22.95万 | 新建仓 |
| UTES | ETFIS SER TR I | $22.95万 | 0.01% | 2,807 | 2,807 | — | $22.95万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $22.80万 | 0.01% | 3,216 | 3,216 | — | $22.80万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $22.73万 | 0.01% | 1,534 | 1,534 | — | $22.73万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $22.69万 | 0.01% | 986 | 986 | — | $22.69万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $22.57万 | 0.01% | 5,221 | 5,221 | — | $22.57万 | 新建仓 |
| COO | COOPER COS INC | $22.36万 | 0.01% | 3,118 | 3,118 | — | $22.36万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $22.34万 | 0.01% | 8,240 | 8,240 | — | $22.34万 | 新建仓 |
| DGRO | ISHARES TR | $22.26万 | 0.01% | 2,937 | -158 | -5.1% | -$1.20万 | 减仓 |
| CRK | COMSTOCK RES INC | $22.24万 | 0.01% | 14,906 | 14,906 | — | $22.24万 | 新建仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $22.23万 | 0.01% | 6,298 | 6,298 | — | $22.23万 | 新建仓 |
| NUE | NUCOR CORP | $22.19万 | 0.01% | 996 | 996 | — | $22.19万 | 新建仓 |
| JEMB | JANUS DETROIT STR TR | $22.17万 | 0.01% | 4,120 | 4,120 | — | $22.17万 | 新建仓 |
| ENB | ENBRIDGE INC | $22.07万 | 0.01% | 4,072 | -2,881 | -41.4% | -$15.62万 | 减仓 |
| HPQ | HP INC | $22.00万 | 0.01% | 10,026 | 10,026 | — | $22.00万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $21.97万 | 0.01% | 2,869 | 2,869 | — | $21.97万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $21.96万 | 0.01% | 589 | 589 | — | $21.96万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $21.94万 | 0.01% | 8,655 | -2,596 | -23.1% | -$6.58万 | 减仓 |
| CVNA | CARVANA CO | $21.94万 | 0.01% | 3,333 | 2,764 | 485.8% | $18.19万 | 重新持有 |
| AU | ANGLOGOLD ASHANTI PLC | $21.92万 | 0.01% | 2,709 | 2,709 | — | $21.92万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $21.88万 | 0.01% | 1,297 | 1,297 | — | $21.88万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $21.87万 | 0.01% | 2,743 | 2,743 | — | $21.87万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $21.82万 | 0.01% | 1,492 | 1,492 | — | $21.82万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $21.68万 | 0.01% | 2,908 | 2,908 | — | $21.68万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $21.67万 | 0.01% | 1,432 | -308 | -17.7% | -$4.66万 | 重新持有 |
| TMF | DIREXION SHARES ETF TRUST | $21.64万 | 0.01% | 6,088 | 59 | 1.0% | $2,098 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $21.41万 | 0.01% | 2,531 | 2,531 | — | $21.41万 | 新建仓 |
| — | CREXENDO INC | $21.37万 | 0.01% | 28,602 | 28,602 | — | $21.37万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.36万 | 0.01% | 1,122 | -432 | -27.8% | -$8.23万 | 减仓 |
| PHM | PULTE GROUP INC | $21.27万 | 0.01% | 1,550 | 1,550 | — | $21.27万 | 新建仓 |
| EQT | EQT CORP | $21.25万 | 0.01% | 3,997 | 3,997 | — | $21.25万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $21.16万 | 0.01% | 1,790 | 1,790 | — | $21.16万 | 新建仓 |
| VEEV | VEEVA SYS INC | $21.15万 | 0.01% | 1,192 | 1,192 | — | $21.15万 | 新建仓 |
| FAST | FASTENAL CO | $21.10万 | 0.01% | 4,394 | -263 | -5.6% | -$1.26万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.92万 | 0.01% | 1,637 | 1,637 | — | $20.92万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $20.80万 | 0.01% | 7,164 | 7,164 | — | $20.80万 | 新建仓 |
| R | RYDER SYS INC | $20.78万 | 0.01% | 788 | 788 | — | $20.78万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $20.77万 | 0.01% | 333 | 333 | — | $20.77万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $20.76万 | 0.01% | 4,821 | 4,821 | — | $20.76万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.63万 | 0.01% | 2,330 | -304 | -11.5% | -$2.69万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $20.58万 | 0.01% | 8,690 | -5,128 | -37.1% | -$12.14万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $20.57万 | 0.01% | 367 | 367 | — | $20.57万 | 新建仓 |
| — | RBB FD INC | $20.57万 | 0.01% | 6,689 | 0 | 0.0% | — | 重新持有 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $20.52万 | 0.01% | 1,858 | 1,858 | — | $20.52万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $20.51万 | 0.01% | 3,275 | -9,653 | -74.7% | -$60.46万 | 减仓 |
| TTAN | SERVICETITAN INC | $20.47万 | 0.01% | 2,895 | 2,895 | — | $20.47万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $20.47万 | 0.01% | 8,177 | 8,177 | — | $20.47万 | 新建仓 |
| PLBC | PLUMAS BANCORP | $20.43万 | 0.01% | 3,496 | 3,496 | — | $20.43万 | 新建仓 |
| SPXS | DIREXION SHARES ETF TRUST | $20.26万 | 0.01% | 7,650 | 7,650 | — | $20.26万 | 新建仓 |
| DXCM | DEXCOM INC | $20.25万 | 0.01% | 3,007 | 3,007 | — | $20.25万 | 新建仓 |
| NTAP | NETAPP INC | $20.23万 | 0.01% | 1,307 | 1,307 | — | $20.23万 | 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 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $20.08万 | 0.01% | 8,021 | 8,021 | — | $20.08万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $20.06万 | 0.01% | 4,195 | 4,195 | — | $20.06万 | 新建仓 |
| DEO | DIAGEO PLC | $20.04万 | 0.01% | 2,493 | 134 | 5.7% | $1.08万 | 重新持有 |
| SFIX | STITCH FIX INC | $19.59万 | 0.01% | 47,663 | 47,663 | — | $19.59万 | 新建仓 |
| LCID | LUCID GROUP INC | $19.05万 | 0.01% | 28,470 | 28,470 | — | $19.05万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $15.60万 | 0.01% | 16,611 | 16,611 | — | $15.60万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $14.59万 | 0.00% | 11,275 | 11,275 | — | $14.59万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.43万 | 0.00% | 12,971 | 1,412 | 12.2% | $1.35万 | 加仓 |
| — | CAMBRIA ETF TR | $11.06万 | 0.00% | 10,400 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $9.40万 | 0.00% | 12,473 | 641 | 5.4% | $4,833 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $9.25万 | 0.00% | 21,759 | 21,759 | — | $9.25万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $7.99万 | 0.00% | 36,480 | 8,130 | 28.7% | $1.78万 | 加仓 |
| INV | INNVENTURE INC | $7.89万 | 0.00% | 15,556 | 15,556 | — | $7.89万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.85万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $6.53万 | 0.00% | 12,047 | 12,047 | — | $6.53万 | 新建仓 |