Simplicity Wealth,LLC
SUMMIT NJ · SEC CIK 0001913243
$17.65亿2026Q1 申报市值
748持仓数
24.3%前十大占比 · 第一大 4.3%
85 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$590.10万
SPYM 加仓+$588.16万
GOVT 加仓+$395.34万
TLT 加仓+$346.92万
JHMD 加仓+$322.61万
2026Q1 卖出最多 按季末市值估算
SMMD 重新持有-$1,269.91万
OEF 减仓-$424.08万
SCHX 减仓-$265.10万
VGSH 减仓-$160.39万
IAU 减仓-$144.96万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $397.42万 | 0.23% | 20,603 | 436 | 2.2% | $8.41万 | 加仓 |
| TLH | ISHARES TR | $394.84万 | 0.22% | 39,202 | -2,757 | -6.6% | -$27.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $394.66万 | 0.22% | 7,899 | 685 | 9.5% | $34.22万 | 加仓 |
| MCD | MCDONALDS CORP | $391.39万 | 0.22% | 12,594 | 1,179 | 10.3% | $36.64万 | 加仓 |
| DDWM | WISDOMTREE TR | $388.55万 | 0.22% | 88,086 | 7,837 | 9.8% | $34.57万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $374.42万 | 0.21% | 75,049 | 15,851 | 26.8% | $79.08万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $369.50万 | 0.21% | 109,417 | 10,432 | 10.5% | $35.23万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $368.95万 | 0.21% | 63,025 | -27,398 | -30.3% | -$160.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $365.40万 | 0.21% | 6,507 | 1,661 | 34.3% | $93.27万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $360.09万 | 0.20% | 78,933 | 16,130 | 25.7% | $73.59万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $354.16万 | 0.20% | 83,885 | -544 | -0.6% | -$2.30万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $343.15万 | 0.19% | 69,506 | 4,828 | 7.5% | $23.84万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $342.92万 | 0.19% | 104,072 | 19,738 | 23.4% | $65.04万 | 加仓 |
| IWD | ISHARES TR | $342.60万 | 0.19% | 16,034 | 44 | 0.3% | $9,401 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $341.89万 | 0.19% | 54,747 | -446 | -0.8% | -$2.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $333.82万 | 0.19% | 12,337 | 1,688 | 15.9% | $45.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $333.62万 | 0.19% | 52,063 | 6,414 | 14.1% | $41.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $332.65万 | 0.19% | 16,955 | 642 | 3.9% | $12.60万 | 加仓 |
| DIS | DISNEY WALT CO | $325.55万 | 0.18% | 33,778 | 7,451 | 28.3% | $71.81万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $322.48万 | 0.18% | 76,056 | -6,914 | -8.3% | -$29.32万 | 减仓 |
| IXUS | ISHARES TR | $320.29万 | 0.18% | 36,968 | -3,807 | -9.3% | -$32.98万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $319.80万 | 0.18% | 121,595 | 20,187 | 19.9% | $53.09万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $319.50万 | 0.18% | 53,952 | 8,065 | 17.6% | $47.76万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $318.40万 | 0.18% | 87,906 | 14,849 | 20.3% | $53.78万 | 加仓 |
| SCEP | STERLING CAP FDS | $318.21万 | 0.18% | 135,001 | 135,001 | — | $318.21万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $317.70万 | 0.18% | 123,908 | -103,394 | -45.5% | -$265.10万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $314.26万 | 0.18% | 90,958 | -16,423 | -15.3% | -$56.74万 | 减仓 |
| MTUM | ISHARES TR | $310.21万 | 0.18% | 12,926 | -5,842 | -31.1% | -$140.20万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $309.76万 | 0.18% | 30,923 | 1,899 | 6.5% | $19.02万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $305.38万 | 0.17% | 27,547 | -6,901 | -20.0% | -$76.50万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $300.39万 | 0.17% | 42,693 | 10,908 | 34.3% | $76.75万 | 加仓 |
| VO | VANGUARD INDEX FDS | $292.54万 | 0.17% | 10,186 | -3,874 | -27.6% | -$111.26万 | 减仓 |
| IDV | ISHARES TR | $290.05万 | 0.16% | 68,150 | 7,033 | 11.5% | $29.93万 | 加仓 |
| CAT | CATERPILLAR INC | $288.77万 | 0.16% | 4,076 | 261 | 6.8% | $18.49万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $288.25万 | 0.16% | 81,130 | 2,649 | 3.4% | $9.41万 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $278.47万 | 0.16% | 76,504 | -792 | -1.0% | -$2.88万 | 减仓 |
| IAGG | ISHARES TR | $272.31万 | 0.15% | 54,418 | 4,846 | 9.8% | $24.25万 | 加仓 |
| JNK | SPDR SERIES TRUST | $270.47万 | 0.15% | 28,256 | 2,562 | 10.0% | $24.52万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $269.12万 | 0.15% | 47,564 | -9,377 | -16.5% | -$53.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $268.04万 | 0.15% | 40,618 | -1,487 | -3.5% | -$9.81万 | 减仓 |
| PEP | PEPSICO INC | $266.69万 | 0.15% | 17,173 | 332 | 2.0% | $5.16万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $263.63万 | 0.15% | 37,753 | 667 | 1.8% | $4.66万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $263.26万 | 0.15% | 117,633 | 10,650 | 10.0% | $23.83万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $261.74万 | 0.15% | 22,778 | 3,070 | 15.6% | $35.28万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $261.54万 | 0.15% | 54,127 | 10,352 | 23.6% | $50.02万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $258.78万 | 0.15% | 45,433 | -139 | -0.3% | -$7,917 | 减仓 |
| GLDM | WORLD GOLD TR | $258.69万 | 0.15% | 27,909 | -695 | -2.4% | -$6.44万 | 减仓 |
| IEF | ISHARES TR | $258.31万 | 0.15% | 27,065 | 3,119 | 13.0% | $29.77万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $257.25万 | 0.15% | 25,056 | 6,608 | 35.8% | $67.84万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $254.70万 | 0.14% | 104,427 | 55,558 | 113.7% | $135.51万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $253.12万 | 0.14% | 25,852 | 439 | 1.7% | $4.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $252.91万 | 0.14% | 7,883 | -303 | -3.7% | -$9.72万 | 减仓 |
| SCMC | STERLING CAP FDS | $252.62万 | 0.14% | 101,047 | 101,047 | — | $252.62万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $252.54万 | 0.14% | 48,631 | -9,279 | -16.0% | -$48.19万 | 减仓 |
| LONZ | PIMCO ETF TR | $252.27万 | 0.14% | 51,087 | -1,957 | -3.7% | -$9.66万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $250.46万 | 0.14% | 65,191 | -4,081 | -5.9% | -$15.68万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $245.66万 | 0.14% | 46,836 | 2,176 | 4.9% | $11.41万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $239.12万 | 0.14% | 58,236 | 58,236 | — | $239.12万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $233.73万 | 0.13% | 58,228 | -544 | -0.9% | -$2.18万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $231.34万 | 0.13% | 93,471 | -27,549 | -22.8% | -$68.18万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $230.10万 | 0.13% | 3,807 | -93 | -2.4% | -$5.62万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $229.23万 | 0.13% | 15,723 | -162 | -1.0% | -$2.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $228.95万 | 0.13% | 5,242 | 4 | 0.1% | $1,747 | 加仓 |
| IWP | ISHARES TR | $224.60万 | 0.13% | 17,530 | 1,598 | 10.0% | $20.47万 | 加仓 |
| AGNC | AGNC INVT CORP | $224.49万 | 0.13% | 223,823 | -11,079 | -4.7% | -$11.11万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $221.94万 | 0.13% | 51,747 | 12,173 | 30.8% | $52.21万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $221.25万 | 0.13% | 88,375 | 65,522 | 286.7% | $164.03万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $218.55万 | 0.12% | 86,315 | 8,890 | 11.5% | $22.51万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $217.99万 | 0.12% | 64,171 | -2,129 | -3.2% | -$7.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $215.26万 | 0.12% | 7,203 | 247 | 3.6% | $7.38万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $214.53万 | 0.12% | 45,810 | -4,558 | -9.0% | -$21.35万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $213.71万 | 0.12% | 65,315 | 65,315 | — | $213.71万 | 新建仓 |
| IEFA | ISHARES TR | $212.00万 | 0.12% | 23,418 | 2,786 | 13.5% | $25.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $211.75万 | 0.12% | 9,846 | -923 | -8.6% | -$19.85万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $211.70万 | 0.12% | 12,804 | 2,937 | 29.8% | $48.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $211.24万 | 0.12% | 57,465 | -8,335 | -12.7% | -$30.64万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $208.65万 | 0.12% | 98,561 | 20,514 | 26.3% | $43.43万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $206.87万 | 0.12% | 14,110 | 2,432 | 20.8% | $35.66万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $203.25万 | 0.12% | 44,290 | -4,799 | -9.8% | -$22.02万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $202.27万 | 0.11% | 36,541 | 4,904 | 15.5% | $27.15万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $202.05万 | 0.11% | 74,420 | 3,485 | 4.9% | $9.46万 | 加仓 |
| HYG | ISHARES TR | $195.68万 | 0.11% | 24,595 | -748 | -3.0% | -$5.95万 | 减仓 |
| BILS | SPDR SERIES TRUST | $194.34万 | 0.11% | 19,544 | 12,135 | 163.8% | $120.67万 | 加仓 |
| SHOP | SHOPIFY INC | $192.39万 | 0.11% | 16,219 | -1,690 | -9.4% | -$20.05万 | 减仓 |
| BA | BOEING CO | $192.04万 | 0.11% | 9,649 | 918 | 10.5% | $18.27万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $191.38万 | 0.11% | 98,597 | -5,128 | -4.9% | -$9.95万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $191.14万 | 0.11% | 45,262 | 8,360 | 22.7% | $35.30万 | 加仓 |
| T | AT&T INC | $187.12万 | 0.11% | 64,546 | 973 | 1.5% | $2.82万 | 加仓 |
| REET | ISHARES TR | $185.57万 | 0.11% | 73,784 | 15,262 | 26.1% | $38.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $184.79万 | 0.10% | 2,184 | 119 | 5.8% | $10.07万 | 加仓 |
| IMTM | ISHARES TR | $184.14万 | 0.10% | 38,346 | 103 | 0.3% | $4,946 | 加仓 |
| UNP | UNION PAC CORP | $184.09万 | 0.10% | 7,588 | 335 | 4.6% | $8.13万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $180.35万 | 0.10% | 85,270 | -3,824 | -4.3% | -$8.09万 | 减仓 |
| SGOV | ISHARES TR | $180.21万 | 0.10% | 17,903 | 4,991 | 38.7% | $50.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $177.80万 | 0.10% | 5,261 | -92 | -1.7% | -$3.11万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $177.43万 | 0.10% | 41,709 | -33,547 | -44.6% | -$142.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $177.34万 | 0.10% | 57,802 | 1,005 | 1.8% | $3.08万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $176.94万 | 0.10% | 34,955 | 8,360 | 31.4% | $42.32万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $176.75万 | 0.10% | 38,617 | 8,326 | 27.5% | $38.11万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $176.11万 | 0.10% | 52,185 | 8,512 | 19.5% | $28.73万 | 加仓 |