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 |
|---|---|---|---|---|---|---|---|---|
| — | EDAP TMS S A | $6.35万 | 0.00% | 12,265 | 1,140 | 10.2% | $5,905 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5.66万 | 0.00% | 10,214 | -636 | -5.9% | -$3,523 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.50万 | 0.00% | 11,021 | 11,021 | — | $5.50万 | 新建仓 |
| WTI | W & T OFFSHORE INC | $5.14万 | 0.00% | 16,304 | -1,451 | -8.2% | -$4,571 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $4.69万 | 0.00% | 10,045 | -156 | -1.5% | -$729 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $4.23万 | 0.00% | 13,746 | 13,746 | — | $4.23万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $3.97万 | 0.00% | 10,204 | -359 | -3.4% | -$1,397 | 减仓 |
| BBD | BANCO BRADESCO S A | $3.96万 | 0.00% | 11,422 | 11,422 | — | $3.96万 | 新建仓 |
| CDXS | CODEXIS INC | $3.94万 | 0.00% | 17,438 | 4,130 | 31.0% | $9,334 | 加仓 |
| — | GENENTA SCIENCE S P A | $3.42万 | 0.00% | 18,590 | 6,379 | 52.2% | $1.17万 | 加仓 |
| — | ANIXA BIOSCIENCES INC | $3.36万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $3.17万 | 0.00% | 10,089 | 10,089 | — | $3.17万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.13万 | 0.00% | 14,914 | 3,620 | 32.1% | $7,602 | 加仓 |
| PLUG | PLUG PWR INC | $2.99万 | 0.00% | 11,016 | -786 | -6.7% | -$2,130 | 减仓 |
| — | THE REAL BROKERAGE INC | $2.72万 | 0.00% | 14,929 | 14,929 | — | $2.72万 | 新建仓 |
| WIT | WIPRO LTD | $2.64万 | 0.00% | 11,731 | -4,405 | -27.3% | -$9,911 | 重新持有 |
| — | HYPERSCALE DATA INC | $2.60万 | 0.00% | 184,690 | 184,690 | — | $2.60万 | 新建仓 |
| EVGO | EVGO INC | $1.94万 | 0.00% | 10,180 | 10,180 | — | $1.94万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $1.94万 | 0.00% | 13,457 | -722 | -5.1% | -$1,040 | 减仓 |
| — | GOLDMINING INC | $1.81万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | OUTLOOK THERAPEUTICS INC | $1.80万 | 0.00% | 11,310 | 11,310 | — | $1.80万 | 新建仓 |
| — | WESTWATER RES INC | $5,050 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | 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 |