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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $310.14万 | 0.10% | 39,050 | 11,141 | 39.9% | $88.48万 | 加仓 |
| PEP | PEPSICO INC | $308.93万 | 0.10% | 22,816 | 5,643 | 32.9% | $76.41万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $307.65万 | 0.10% | 63,354 | 11,607 | 22.4% | $56.36万 | 加仓 |
| REET | ISHARES TR | $304.43万 | 0.10% | 110,221 | 36,437 | 49.4% | $100.64万 | 加仓 |
| IWP | ISHARES TR | $300.65万 | 0.10% | 20,535 | 3,005 | 17.1% | $44.00万 | 加仓 |
| SCMC | STERLING CAP FDS | $300.24万 | 0.10% | 119,478 | 18,431 | 18.2% | $46.32万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $296.06万 | 0.10% | 120,056 | 107,598 | 863.7% | $265.34万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $295.55万 | 0.10% | 55,649 | 32,226 | 137.6% | $171.15万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $289.86万 | 0.10% | 54,083 | 7,247 | 15.5% | $38.84万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $285.16万 | 0.10% | 44,723 | -710 | -1.6% | -$4.53万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $277.98万 | 0.09% | 124,321 | 39,051 | 45.8% | $87.32万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $275.33万 | 0.09% | 23,476 | 15,820 | 206.6% | $185.54万 | 加仓 |
| KLAC | KLA CORP | $274.15万 | 0.09% | 9,086 | 3,246 | 55.6% | $97.94万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $271.64万 | 0.09% | 93,798 | 93,798 | — | $271.64万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $271.47万 | 0.09% | 111,668 | 111,668 | — | $271.47万 | 新建仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $271.10万 | 0.09% | 115,817 | -1,816 | -1.5% | -$4.25万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $269.49万 | 0.09% | 62,512 | -25,394 | -28.9% | -$109.47万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $267.34万 | 0.09% | 53,160 | 53,160 | — | $267.34万 | 新建仓 |
| IYH | ISHARES TR | $267.14万 | 0.09% | 39,866 | 39,866 | — | $267.14万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $266.46万 | 0.09% | 11,261 | 1,415 | 14.4% | $33.48万 | 加仓 |
| TGT | TARGET CORP | $266.22万 | 0.09% | 20,383 | 18,307 | 881.8% | $239.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $265.59万 | 0.09% | 37,275 | -14,788 | -28.4% | -$105.37万 | 减仓 |
| ICVT | ISHARES TR | $264.79万 | 0.09% | 21,750 | 15,372 | 241.0% | $187.14万 | 加仓 |
| — | FIS TR | $263.57万 | 0.09% | 90,672 | 90,672 | — | $263.57万 | 新建仓 |
| PFE | PFIZER INC | $262.76万 | 0.09% | 109,120 | 64,440 | 144.2% | $155.17万 | 加仓 |
| O | REALTY INCOME CORP | $261.84万 | 0.09% | 42,259 | 42,259 | — | $261.84万 | 新建仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $259.68万 | 0.09% | 51,811 | 16,856 | 48.2% | $84.48万 | 加仓 |
| GE | GE AEROSPACE | $257.91万 | 0.09% | 6,901 | 2,187 | 46.4% | $81.73万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $257.09万 | 0.09% | 90,557 | 42,281 | 87.6% | $120.04万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $256.71万 | 0.09% | 81,186 | 29,001 | 55.6% | $91.70万 | 加仓 |
| UNP | UNION PAC CORP | $256.02万 | 0.09% | 9,413 | 1,825 | 24.1% | $49.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $244.55万 | 0.08% | 27,863 | 15,573 | 126.7% | $136.68万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $244.17万 | 0.08% | 26,908 | 1,852 | 7.4% | $16.81万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $241.72万 | 0.08% | 48,843 | 48,843 | — | $241.72万 | 新建仓 |
| SOXX | ISHARES TR | $240.02万 | 0.08% | 3,746 | 3,746 | — | $240.02万 | 新建仓 |
| XCCC | BONDBLOXX ETF TRUST | $239.46万 | 0.08% | 65,489 | -11,015 | -14.4% | -$40.28万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $239.31万 | 0.08% | 112,827 | 14,266 | 14.5% | $30.26万 | 加仓 |
| VDE | VANGUARD WORLD FD | $236.39万 | 0.08% | 15,746 | 8,910 | 130.3% | $133.76万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $235.82万 | 0.08% | 88,991 | 59,678 | 203.6% | $158.15万 | 加仓 |
| CWB | SPDR SERIES TRUST | $235.67万 | 0.08% | 21,857 | 7,197 | 49.1% | $77.60万 | 加仓 |
| VST | VISTRA CORP | $233.92万 | 0.08% | 14,746 | 14,746 | — | $233.92万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $232.87万 | 0.08% | 11,304 | 10,216 | 939.0% | $210.45万 | 重新持有 |
| AGNC | AGNC INVT CORP | $232.70万 | 0.08% | 213,483 | -10,340 | -4.6% | -$11.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $231.32万 | 0.08% | 7,760 | 210 | 2.8% | $6.26万 | 加仓 |
| BA | BOEING CO | $229.95万 | 0.08% | 10,623 | 974 | 10.1% | $21.08万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $228.23万 | 0.08% | 67,464 | 67,464 | — | $228.23万 | 新建仓 |
| GEV | GE VERNOVA INC | $227.77万 | 0.08% | 1,939 | 589 | 43.6% | $69.19万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $224.63万 | 0.08% | 48,402 | 48,402 | — | $224.63万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $224.30万 | 0.08% | 2,939 | 1,299 | 79.2% | $99.14万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $223.91万 | 0.08% | 100,365 | 100,365 | — | $223.91万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $223.25万 | 0.08% | 113,325 | 14,728 | 14.9% | $29.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $222.64万 | 0.08% | 70,212 | 12,410 | 21.5% | $39.35万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $221.81万 | 0.07% | 85,807 | -508 | -0.6% | -$1.31万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $221.63万 | 0.07% | 45,407 | 45,407 | — | $221.63万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $220.63万 | 0.07% | 52,282 | 52,282 | — | $220.63万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $220.53万 | 0.07% | 43,385 | 34,701 | 399.6% | $176.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $220.34万 | 0.07% | 52,801 | -4,664 | -8.1% | -$19.46万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $220.30万 | 0.07% | 32,598 | 17,682 | 118.5% | $119.50万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $219.70万 | 0.07% | 4,473 | 3,630 | 430.6% | $178.29万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $217.63万 | 0.07% | 26,198 | 5,642 | 27.4% | $46.87万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $217.19万 | 0.07% | 49,632 | 4,370 | 9.7% | $19.12万 | 加仓 |
| USD | PROSHARES TR | $217.08万 | 0.07% | 20,821 | 20,821 | — | $217.08万 | 新建仓 |
| IWM | ISHARES TR | $216.08万 | 0.07% | 7,192 | 1,761 | 32.4% | $52.91万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $213.35万 | 0.07% | 40,439 | 34,845 | 622.9% | $183.84万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $210.37万 | 0.07% | 42,319 | 3,702 | 9.6% | $18.40万 | 加仓 |
| GLD | SPDR GOLD TR | $208.72万 | 0.07% | 5,666 | 2,247 | 65.7% | $82.77万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $208.64万 | 0.07% | 12,915 | 5,957 | 85.6% | $96.23万 | 加仓 |
| SR | SPIRE INC | $207.99万 | 0.07% | 26,635 | 26,635 | — | $207.99万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $207.40万 | 0.07% | 9,198 | 9,198 | — | $207.40万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $206.95万 | 0.07% | 37,503 | 962 | 2.6% | $5.31万 | 加仓 |
| SHY | ISHARES TR | $206.88万 | 0.07% | 25,196 | 10,437 | 70.7% | $85.70万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $206.29万 | 0.07% | 37,733 | 6,148 | 19.5% | $33.61万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $205.72万 | 0.07% | 109,019 | 4,592 | 4.4% | $8.67万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $205.61万 | 0.07% | 74,849 | 429 | 0.6% | $1.18万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $204.67万 | 0.07% | 40,936 | 35,044 | 594.8% | $175.21万 | 加仓 |
| T | AT&T INC | $203.07万 | 0.07% | 98,102 | 33,556 | 52.0% | $69.46万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $201.11万 | 0.07% | 5,897 | 3,603 | 157.1% | $122.87万 | 加仓 |
| IEFA | ISHARES TR | $200.87万 | 0.07% | 20,798 | -2,620 | -11.2% | -$25.30万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $200.40万 | 0.07% | 3,138 | 1,515 | 93.3% | $96.75万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $200.30万 | 0.07% | 114,785 | 32,111 | 38.8% | $56.03万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $196.64万 | 0.07% | 37,881 | 31,943 | 537.9% | $165.82万 | 加仓 |
| HYG | ISHARES TR | $196.45万 | 0.07% | 24,566 | -29 | -0.1% | -$2,319 | 减仓 |
| LONZ | PIMCO ETF TR | $196.00万 | 0.07% | 39,749 | -11,338 | -22.2% | -$55.91万 | 减仓 |
| SDY | SPDR SERIES TRUST | $195.55万 | 0.07% | 12,850 | 858 | 7.2% | $13.06万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $194.64万 | 0.07% | 73,770 | 6,809 | 10.2% | $17.97万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $193.49万 | 0.07% | 75,692 | 6,464 | 9.3% | $16.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.28万 | 0.06% | 34,044 | 26,553 | 354.5% | $149.97万 | 加仓 |
| SMH | VANECK ETF TRUST | $191.82万 | 0.06% | 2,925 | 1,402 | 92.1% | $91.94万 | 加仓 |
| ZECP | ZACKS TRUST | $191.23万 | 0.06% | 50,670 | 1,874 | 3.8% | $7.07万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $190.89万 | 0.06% | 65,802 | 17,850 | 37.2% | $51.78万 | 加仓 |
| MGK | VANGUARD WORLD FD | $190.23万 | 0.06% | 21,639 | 2,679 | 14.1% | $23.55万 | 加仓 |
| COP | CONOCOPHILLIPS | $187.95万 | 0.06% | 18,079 | 6,031 | 50.1% | $62.70万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $187.46万 | 0.06% | 25,557 | 25,557 | — | $187.46万 | 新建仓 |
| ROST | ROSS STORES INC | $187.16万 | 0.06% | 8,793 | 7,314 | 494.5% | $155.68万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $184.32万 | 0.06% | 37,709 | 3,035 | 8.8% | $14.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $183.77万 | 0.06% | 8,206 | 841 | 11.4% | $18.83万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $183.64万 | 0.06% | 24,404 | 24,404 | — | $183.64万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $183.54万 | 0.06% | 45,623 | 13,864 | 43.7% | $55.77万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $182.68万 | 0.06% | 18,944 | 13,969 | 280.8% | $134.71万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $180.91万 | 0.06% | 57,233 | 40,086 | 233.8% | $126.71万 | 加仓 |