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 |
|---|---|---|---|---|---|---|---|---|
| CGSM | CAPITAL GRP FIXED INCM ETF T | $175.97万 | 0.10% | 66,961 | 4,957 | 8.0% | $13.03万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $175.46万 | 0.10% | 69,228 | 15,088 | 27.9% | $38.24万 | 加仓 |
| SDY | SPDR SERIES TRUST | $175.01万 | 0.10% | 11,992 | 1,353 | 12.7% | $19.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $172.96万 | 0.10% | 5,060 | -174 | -3.3% | -$5.95万 | 减仓 |
| ESGU | ISHARES TR | $172.54万 | 0.10% | 12,201 | -882 | -6.7% | -$12.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $172.51万 | 0.10% | 19,568 | -16,443 | -45.7% | -$144.96万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $170.98万 | 0.10% | 31,585 | 2,136 | 7.3% | $11.56万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $168.52万 | 0.10% | 20,556 | 2,328 | 12.8% | $19.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $168.08万 | 0.10% | 4,975 | 1,419 | 39.9% | $47.94万 | 加仓 |
| AMGN | AMGEN INC | $166.66万 | 0.09% | 4,737 | 326 | 7.4% | $11.47万 | 加仓 |
| IVLU | ISHARES TR | $165.53万 | 0.09% | 41,716 | 1,097 | 2.7% | $4.35万 | 加仓 |
| ZECP | ZACKS TRUST | $165.08万 | 0.09% | 48,796 | -695 | -1.4% | -$2.35万 | 减仓 |
| NEM | NEWMONT CORP | $164.95万 | 0.09% | 15,238 | 2,789 | 22.4% | $30.19万 | 加仓 |
| COP | CONOCOPHILLIPS | $159.03万 | 0.09% | 12,048 | 2,083 | 20.9% | $27.49万 | 加仓 |
| CERY | SPDR SERIES TRUST | $159.01万 | 0.09% | 45,122 | 6,768 | 17.6% | $23.85万 | 加仓 |
| VB | VANGUARD INDEX FDS | $154.79万 | 0.09% | 5,910 | -2,899 | -32.9% | -$75.93万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $151.55万 | 0.09% | 31,759 | 4,196 | 15.2% | $20.02万 | 加仓 |
| DY | DYCOM INDS INC | $151.42万 | 0.09% | 4,469 | -44 | -1.0% | -$1.49万 | 减仓 |
| EMB | ISHARES TR | $150.38万 | 0.09% | 16,010 | -7,852 | -32.9% | -$73.75万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $149.64万 | 0.08% | 7,365 | 769 | 11.7% | $15.62万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $147.64万 | 0.08% | 29,724 | 2,109 | 7.6% | $10.48万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $147.50万 | 0.08% | 17,306 | -927 | -5.1% | -$7.90万 | 减仓 |
| GLD | SPDR GOLD TR | $147.12万 | 0.08% | 3,419 | -499 | -12.7% | -$21.47万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $146.91万 | 0.08% | 34,674 | -1,624 | -4.5% | -$6.88万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $146.68万 | 0.08% | 18,504 | 198 | 1.1% | $1.57万 | 加仓 |
| TXN | TEXAS INSTRS INC | $146.57万 | 0.08% | 7,550 | 528 | 7.5% | $10.25万 | 加仓 |
| LOW | LOWES COS INC | $146.20万 | 0.08% | 6,188 | 186 | 3.1% | $4.39万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $143.49万 | 0.08% | 23,423 | 11,189 | 91.5% | $68.54万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $142.99万 | 0.08% | 57,658 | 12,886 | 28.8% | $31.96万 | 加仓 |
| — | KRANESHARES TRUST | $142.39万 | 0.08% | 59,928 | -3,819 | -6.0% | -$9.07万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $141.34万 | 0.08% | 81,602 | 20,813 | 34.2% | $36.05万 | 加仓 |
| IWR | ISHARES TR | $140.58万 | 0.08% | 14,458 | -178 | -1.2% | -$1.73万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $139.92万 | 0.08% | 47,952 | 89 | 0.2% | $2,597 | 加仓 |
| MGK | VANGUARD WORLD FD | $139.33万 | 0.08% | 3,792 | 1,768 | 87.4% | $64.96万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $139.24万 | 0.08% | 3,415 | -556 | -14.0% | -$22.67万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $138.36万 | 0.08% | 48,276 | -257 | -0.5% | -$7,366 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $137.90万 | 0.08% | 82,674 | -6,483 | -7.3% | -$10.81万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $136.83万 | 0.08% | 34,694 | 196 | 0.6% | $7,730 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $134.87万 | 0.08% | 67,912 | -12,239 | -15.3% | -$24.31万 | 减仓 |
| IWM | ISHARES TR | $134.69万 | 0.08% | 5,431 | -253 | -4.5% | -$6.27万 | 减仓 |
| CWB | SPDR SERIES TRUST | $134.17万 | 0.08% | 14,660 | 34 | 0.2% | $3,112 | 加仓 |
| GE | GE AEROSPACE | $133.77万 | 0.08% | 4,714 | 441 | 10.3% | $12.51万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $132.73万 | 0.08% | 21,979 | -1,383 | -5.9% | -$8.35万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $132.65万 | 0.08% | 6,911 | -734 | -9.6% | -$14.09万 | 减仓 |
| SLV | ISHARES SILVER TR | $131.39万 | 0.07% | 19,282 | 2,572 | 15.4% | $17.53万 | 加仓 |
| MDT | MEDTRONIC PLC | $129.42万 | 0.07% | 14,936 | -1,990 | -11.8% | -$17.24万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $128.78万 | 0.07% | 7,926 | 1,506 | 23.5% | $24.47万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $127.86万 | 0.07% | 111,965 | -560 | -0.5% | -$6,395 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $127.17万 | 0.07% | 17,642 | 13,288 | 305.2% | $95.78万 | 加仓 |
| — | PROSHARES TR | $126.86万 | 0.07% | 39,410 | 184 | 0.5% | $5,923 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $125.97万 | 0.07% | 2,821 | 403 | 16.7% | $18.00万 | 加仓 |
| PFE | PFIZER INC | $125.46万 | 0.07% | 44,680 | 4,601 | 11.5% | $12.92万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $124.27万 | 0.07% | 53,519 | -58,415 | -52.2% | -$135.64万 | 减仓 |
| IEUR | ISHARES TR | $124.12万 | 0.07% | 17,663 | 13,000 | 278.8% | $91.35万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $124.09万 | 0.07% | 78,143 | -13,384 | -14.6% | -$21.25万 | 减仓 |
| WM | WASTE MGMT INC DEL | $123.91万 | 0.07% | 5,392 | 126 | 2.4% | $2.90万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $123.35万 | 0.07% | 12,928 | -2,390 | -15.6% | -$22.80万 | 减仓 |
| SHY | ISHARES TR | $121.87万 | 0.07% | 14,759 | 2,038 | 16.0% | $16.83万 | 加仓 |
| SYSB | ISHARES TR | $121.59万 | 0.07% | 13,662 | 844 | 6.6% | $7.51万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $121.11万 | 0.07% | 6,108 | 230 | 3.9% | $4.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $120.69万 | 0.07% | 22,330 | -2,556 | -10.3% | -$13.82万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $118.88万 | 0.07% | 33,113 | 3,286 | 11.0% | $11.80万 | 加仓 |
| VDE | VANGUARD WORLD FD | $118.29万 | 0.07% | 6,836 | -743 | -9.8% | -$12.86万 | 减仓 |
| ALAB | ASTERA LABS INC | $117.82万 | 0.07% | 10,750 | -1,425 | -11.7% | -$15.62万 | 减仓 |
| GEV | GE VERNOVA INC | $117.81万 | 0.07% | 1,350 | 365 | 37.1% | $31.85万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $117.05万 | 0.07% | 278 | 82 | 41.8% | $34.53万 | 加仓 |
| DE | DEERE & CO | $116.12万 | 0.07% | 2,062 | 175 | 9.3% | $9.86万 | 加仓 |
| IWB | ISHARES TR | $114.74万 | 0.07% | 3,218 | 611 | 23.4% | $21.79万 | 加仓 |
| — | HONEYWELL INTL INC | $114.58万 | 0.06% | 5,069 | 387 | 8.3% | $8.75万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $114.53万 | 0.06% | 5,504 | 458 | 9.1% | $9.53万 | 加仓 |
| IEI | ISHARES TR | $114.24万 | 0.06% | 9,632 | 568 | 6.3% | $6.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $114.15万 | 0.06% | 12,290 | 1,916 | 18.5% | $17.80万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $112.45万 | 0.06% | 17,920 | 290 | 1.6% | $1.82万 | 加仓 |
| PLD | PROLOGIS INC. | $111.32万 | 0.06% | 8,422 | 730 | 9.5% | $9.65万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $111.17万 | 0.06% | 15,677 | 113 | 0.7% | $8,013 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $110.34万 | 0.06% | 9,749 | -142 | -1.4% | -$1.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $110.30万 | 0.06% | 7,914 | -707 | -8.2% | -$9.85万 | 减仓 |
| SBUX | STARBUCKS CORP | $109.02万 | 0.06% | 12,169 | 922 | 8.2% | $8.26万 | 加仓 |
| APH | AMPHENOL CORP | $108.10万 | 0.06% | 8,556 | 465 | 5.7% | $5.87万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $108.00万 | 0.06% | 6,227 | 308 | 5.2% | $5.34万 | 加仓 |
| LQD | ISHARES TR | $107.35万 | 0.06% | 9,849 | 975 | 11.0% | $10.63万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $107.26万 | 0.06% | 14,911 | 699 | 4.9% | $5.03万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $106.81万 | 0.06% | 1,566 | 101 | 6.9% | $6.89万 | 加仓 |
| IGF | ISHARES TR | $106.41万 | 0.06% | 15,882 | 1,761 | 12.5% | $11.80万 | 加仓 |
| CLH | CLEAN HARBORS INC | $106.15万 | 0.06% | 3,702 | 14 | 0.4% | $4,014 | 加仓 |
| COIN | COINBASE GLOBAL INC | $105.99万 | 0.06% | 6,070 | -873 | -12.6% | -$15.24万 | 减仓 |
| PSX | PHILLIPS 66 | $105.78万 | 0.06% | 5,806 | 368 | 6.8% | $6.70万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $105.72万 | 0.06% | 3,639 | -229 | -5.9% | -$6.65万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $104.39万 | 0.06% | 54,399 | 10,139 | 22.9% | $19.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $103.03万 | 0.06% | 10,473 | 1,230 | 13.3% | $12.10万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $102.38万 | 0.06% | 6,330 | 2,625 | 70.9% | $42.46万 | 加仓 |
| C | CITIGROUP INC | $102.12万 | 0.06% | 9,005 | 2,382 | 36.0% | $27.01万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $100.76万 | 0.06% | 33,036 | 1,529 | 4.9% | $4.66万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $100.52万 | 0.06% | 14,505 | -1,588 | -9.9% | -$11.00万 | 减仓 |
| YUM | YUM BRANDS INC | $100.46万 | 0.06% | 6,461 | 4,990 | 339.2% | $77.59万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $99.99万 | 0.06% | 2,304 | 516 | 28.9% | $22.39万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $99.83万 | 0.06% | 20,043 | 5,352 | 36.4% | $26.66万 | 加仓 |
| GDX | VANECK ETF TRUST | $99.75万 | 0.06% | 10,870 | -2,682 | -19.8% | -$24.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $99.37万 | 0.06% | 3,818 | -230 | -5.7% | -$5.99万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $99.26万 | 0.06% | 7,581 | -79 | -1.0% | -$1.03万 | 减仓 |