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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $684.48万 | 0.23% | 53,267 | 9,009 | 20.4% | $115.77万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $682.57万 | 0.23% | 66,237 | 2,545 | 4.0% | $26.23万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $672.16万 | 0.23% | 89,311 | 3,680 | 4.3% | $27.70万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $666.55万 | 0.22% | 222,108 | 213,927 | 2,614.9% | $641.99万 | 加仓 |
| GOVT | ISHARES TR | $655.42万 | 0.22% | 287,718 | 47,603 | 19.8% | $108.44万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $653.48万 | 0.22% | 278,790 | 247,354 | 786.8% | $579.80万 | 加仓 |
| HD | HOME DEPOT INC | $647.00万 | 0.22% | 18,345 | 1,698 | 10.2% | $59.89万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $641.53万 | 0.22% | 159,229 | 101,001 | 173.5% | $406.93万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $635.15万 | 0.21% | 17,930 | 16,285 | 990.0% | $576.88万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $622.88万 | 0.21% | 170,511 | 61,094 | 55.8% | $223.18万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $619.85万 | 0.21% | 112,679 | -328 | -0.3% | -$1.80万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $612.23万 | 0.21% | 105,195 | 42,170 | 66.9% | $245.43万 | 加仓 |
| IWS | ISHARES TR | $604.33万 | 0.20% | 36,715 | -1,918 | -5.0% | -$31.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $600.30万 | 0.20% | 72,632 | 64,056 | 746.9% | $529.42万 | 加仓 |
| BAC | BANK OF AMER CORP | $596.75万 | 0.20% | 104,730 | 9,796 | 10.3% | $55.82万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $582.29万 | 0.20% | 49,910 | 22,072 | 79.3% | $257.51万 | 加仓 |
| IWF | ISHARES TR | $578.42万 | 0.20% | 46,583 | 7,459 | 19.1% | $92.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $569.79万 | 0.19% | 68,034 | 1,860 | 2.8% | $15.58万 | 加仓 |
| MBB | ISHARES TR | $566.28万 | 0.19% | 59,911 | 11,260 | 23.1% | $106.43万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $557.57万 | 0.19% | 154,322 | 138,250 | 860.2% | $499.50万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $556.36万 | 0.19% | 35,066 | 20,956 | 148.5% | $332.49万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $555.85万 | 0.19% | 116,407 | 8,146 | 7.5% | $38.90万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $553.16万 | 0.19% | 116,749 | 5,044 | 4.5% | $23.90万 | 加仓 |
| BIL | SPDR SERIES TRUST | $541.94万 | 0.18% | 59,139 | -29,404 | -33.2% | -$269.46万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $541.27万 | 0.18% | 102,669 | -1,403 | -1.3% | -$7.40万 | 减仓 |
| TPR | TAPESTRY INC | $538.19万 | 0.18% | 36,767 | 36,767 | — | $538.19万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $532.44万 | 0.18% | 134,185 | -7,752 | -5.5% | -$30.76万 | 减仓 |
| WFC | WELLS FARGO & CO | $530.04万 | 0.18% | 64,138 | 11,079 | 20.9% | $91.56万 | 加仓 |
| AMAT | APPLIED MATLS INC | $515.02万 | 0.17% | 7,123 | 2,063 | 40.8% | $149.16万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $514.53万 | 0.17% | 196,159 | 74,564 | 61.3% | $195.58万 | 加仓 |
| JHCR | JOHN HANCOCK EXCHANGE TRADED | $514.38万 | 0.17% | 203,669 | 203,669 | — | $514.38万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $506.34万 | 0.17% | 108,169 | -3,065 | -2.8% | -$14.35万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $497.98万 | 0.17% | 98,454 | 23,405 | 31.2% | $118.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $490.61万 | 0.17% | 59,845 | 42,203 | 239.2% | $345.98万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $487.00万 | 0.16% | 74,237 | 2,604 | 3.6% | $17.08万 | 加仓 |
| DDWM | WISDOMTREE TR | $486.54万 | 0.16% | 105,357 | 17,271 | 19.6% | $79.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $483.84万 | 0.16% | 9,420 | 1,521 | 19.3% | $78.12万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $473.98万 | 0.16% | 127,209 | 46,079 | 56.8% | $171.69万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $470.15万 | 0.16% | 22,182 | 22,182 | — | $470.15万 | 新建仓 |
| IWD | ISHARES TR | $466.80万 | 0.16% | 19,255 | 3,221 | 20.1% | $78.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $444.87万 | 0.15% | 9,315 | 4,054 | 77.1% | $193.61万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $444.23万 | 0.15% | 218,080 | -85,318 | -28.1% | -$173.79万 | 减仓 |
| MCD | MCDONALDS CORP | $442.70万 | 0.15% | 16,378 | 3,784 | 30.0% | $102.28万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $441.06万 | 0.15% | 76,480 | 22,353 | 41.3% | $128.91万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $439.86万 | 0.15% | 20,184 | 3,229 | 19.0% | $70.37万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $439.28万 | 0.15% | 96,885 | 52,595 | 118.8% | $238.47万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $435.55万 | 0.15% | 13,845 | 13,845 | — | $435.55万 | 新建仓 |
| IDV | ISHARES TR | $434.24万 | 0.15% | 104,812 | 36,662 | 53.8% | $151.89万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $431.50万 | 0.15% | 117,896 | 104,250 | 764.0% | $381.55万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $429.56万 | 0.14% | 94,429 | 15,496 | 19.6% | $70.49万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $421.32万 | 0.14% | 89,891 | 44,081 | 96.2% | $206.61万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $421.23万 | 0.14% | 11,880 | 8,238 | 226.2% | $292.09万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $421.00万 | 0.14% | 103,592 | 12,634 | 13.9% | $51.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $416.16万 | 0.14% | 48,312 | 16,860 | 53.6% | $145.23万 | 加仓 |
| SO | SOUTHERN CO | $414.30万 | 0.14% | 43,287 | 34,780 | 408.8% | $332.88万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $411.79万 | 0.14% | 151,671 | 142,734 | 1,597.1% | $387.52万 | 加仓 |
| DIS | DISNEY WALT CO | $409.54万 | 0.14% | 42,550 | 8,772 | 26.0% | $84.43万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $408.90万 | 0.14% | 38,168 | 10,621 | 38.6% | $113.78万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $408.46万 | 0.14% | 55,347 | 12,654 | 29.6% | $93.39万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $406.66万 | 0.14% | 68,949 | -8,432 | -10.9% | -$49.73万 | 减仓 |
| MTUM | ISHARES TR | $406.38万 | 0.14% | 11,854 | -1,072 | -8.3% | -$36.75万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $402.43万 | 0.14% | 59,567 | 5,615 | 10.4% | $37.93万 | 加仓 |
| VLO | VALERO ENERGY CORP | $400.91万 | 0.14% | 15,394 | 13,975 | 984.8% | $363.95万 | 加仓 |
| TLH | ISHARES TR | $399.74万 | 0.13% | 39,835 | 633 | 1.6% | $6.35万 | 加仓 |
| IEF | ISHARES TR | $397.25万 | 0.13% | 42,006 | 14,941 | 55.2% | $141.30万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $396.68万 | 0.13% | 104,034 | 90,429 | 664.7% | $344.81万 | 加仓 |
| CVS | CVS HEALTH CORP | $393.67万 | 0.13% | 38,054 | 31,938 | 522.2% | $330.40万 | 加仓 |
| SGOV | ISHARES TR | $390.86万 | 0.13% | 38,826 | 20,923 | 116.9% | $210.63万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $390.28万 | 0.13% | 77,482 | 19,246 | 33.0% | $96.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $388.01万 | 0.13% | 10,486 | 2,603 | 33.0% | $96.32万 | 加仓 |
| AMGN | AMGEN INC | $381.64万 | 0.13% | 10,539 | 5,802 | 122.5% | $210.10万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $380.36万 | 0.13% | 41,488 | 24,182 | 139.7% | $221.70万 | 加仓 |
| IXUS | ISHARES TR | $373.54万 | 0.13% | 39,139 | 2,171 | 5.9% | $20.72万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $373.14万 | 0.13% | 82,737 | 6,681 | 8.8% | $30.13万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $372.52万 | 0.13% | 126,577 | 2,669 | 2.2% | $7.85万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $370.17万 | 0.12% | 95,925 | -255 | -0.3% | -$9,840 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $366.82万 | 0.12% | 52,478 | -2,269 | -4.1% | -$15.86万 | 减仓 |
| ARKQ | ARK ETF TR | $366.67万 | 0.12% | 27,732 | 27,732 | — | $366.67万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $365.40万 | 0.12% | 86,568 | 2,683 | 3.2% | $11.32万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $365.16万 | 0.12% | 30,074 | -849 | -2.7% | -$10.31万 | 减仓 |
| INTC | INTEL CORP | $362.89万 | 0.12% | 25,989 | 6,632 | 34.3% | $92.60万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $360.64万 | 0.12% | 52,911 | 52,911 | — | $360.64万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $342.14万 | 0.12% | 28,626 | 18,114 | 172.3% | $216.50万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $341.92万 | 0.12% | 60,819 | 1,195 | 2.0% | $6.72万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $339.62万 | 0.11% | 6,666 | 2,859 | 75.1% | $145.66万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $337.00万 | 0.11% | 18,193 | 11,863 | 187.4% | $219.74万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $336.29万 | 0.11% | 21,796 | 6,073 | 38.6% | $93.70万 | 加仓 |
| SCEP | STERLING CAP FDS | $335.66万 | 0.11% | 134,263 | -738 | -0.5% | -$1.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $334.58万 | 0.11% | 15,725 | 8,814 | 127.5% | $187.53万 | 加仓 |
| HYDB | ISHARES TR | $332.04万 | 0.11% | 70,993 | 70,993 | — | $332.04万 | 新建仓 |
| MO | ALTRIA GROUP INC | $329.93万 | 0.11% | 45,855 | 5,237 | 12.9% | $37.68万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $329.00万 | 0.11% | 102,908 | 92,268 | 867.2% | $294.98万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $326.82万 | 0.11% | 18,065 | 5,261 | 41.1% | $95.18万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $326.10万 | 0.11% | 116,258 | 116,258 | — | $326.10万 | 新建仓 |
| RIO | RIO TINTO PLC | $325.02万 | 0.11% | 34,238 | 34,238 | — | $325.02万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $322.23万 | 0.11% | 101,393 | 36,078 | 55.2% | $114.66万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $319.72万 | 0.11% | 115,421 | 21,950 | 23.5% | $60.80万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $319.47万 | 0.11% | 61,037 | 12,406 | 25.5% | $64.93万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $318.31万 | 0.11% | 37,186 | -567 | -1.5% | -$4.85万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $312.01万 | 0.11% | 24,422 | 1,644 | 7.2% | $21.00万 | 加仓 |