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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $178.96万 | 0.06% | 23,893 | 23,893 | — | $178.96万 | 新建仓 |
| DY | DYCOM INDS INC | $178.68万 | 0.06% | 3,534 | -935 | -20.9% | -$47.27万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $178.26万 | 0.06% | 48,386 | -15,785 | -24.6% | -$58.15万 | 减仓 |
| QYLD | GLOBAL X FDS | $178.22万 | 0.06% | 96,701 | 56,756 | 142.1% | $104.60万 | 加仓 |
| IVLU | ISHARES TR | $178.20万 | 0.06% | 42,612 | 896 | 2.1% | $3.75万 | 加仓 |
| ESGU | ISHARES TR | $177.30万 | 0.06% | 10,833 | -1,368 | -11.2% | -$22.39万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $177.16万 | 0.06% | 6,193 | 5,370 | 652.5% | $153.62万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $176.98万 | 0.06% | 76,515 | 22,996 | 43.0% | $53.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $175.47万 | 0.06% | 21,778 | -18,966 | -46.5% | -$152.81万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $170.89万 | 0.06% | 27,804 | 27,804 | — | $170.89万 | 新建仓 |
| USMV | ISHARES TR | $170.70万 | 0.06% | 17,697 | 11,809 | 200.6% | $113.91万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $169.72万 | 0.06% | 21,475 | 2,971 | 16.1% | $23.48万 | 加仓 |
| QCOM | QUALCOMM INC | $167.85万 | 0.06% | 9,083 | 4,159 | 84.5% | $76.86万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $167.71万 | 0.06% | 105,608 | 24,006 | 29.4% | $38.12万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $167.58万 | 0.06% | 33,250 | 3,526 | 11.9% | $17.77万 | 加仓 |
| LOW | LOWES COS INC | $166.91万 | 0.06% | 7,570 | 1,382 | 22.3% | $30.47万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $165.61万 | 0.06% | 54,104 | 21,931 | 68.2% | $67.13万 | 加仓 |
| IWR | ISHARES TR | $164.91万 | 0.06% | 14,948 | 490 | 3.4% | $5.41万 | 加仓 |
| — | KRANESHARES TRUST | $164.41万 | 0.06% | 68,361 | 8,433 | 14.1% | $20.28万 | 加仓 |
| JNK | SPDR SERIES TRUST | $162.27万 | 0.05% | 16,838 | -11,418 | -40.4% | -$110.04万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $161.14万 | 0.05% | 62,995 | 30,208 | 92.1% | $77.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $161.10万 | 0.05% | 5,315 | -595 | -10.1% | -$18.03万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $159.14万 | 0.05% | 22,084 | 105 | 0.5% | $7,566 | 加仓 |
| AVAV | AEROVIRONMENT INC | $158.65万 | 0.05% | 9,611 | 9,611 | — | $158.65万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $157.27万 | 0.05% | 3,011 | 3,011 | — | $157.27万 | 新建仓 |
| IEUR | ISHARES TR | $155.67万 | 0.05% | 20,709 | 3,046 | 17.2% | $22.90万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $155.56万 | 0.05% | 6,318 | 814 | 14.8% | $20.04万 | 加仓 |
| CERY | SPDR SERIES TRUST | $155.49万 | 0.05% | 46,512 | 1,390 | 3.1% | $4.65万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $154.69万 | 0.05% | 35,133 | 35,133 | — | $154.69万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $153.30万 | 0.05% | 7,018 | 4,440 | 172.2% | $96.99万 | 加仓 |
| APH | AMPHENOL CORP | $152.78万 | 0.05% | 8,665 | 109 | 1.3% | $1.92万 | 加仓 |
| MLPX | GLOBAL X FDS | $152.30万 | 0.05% | 20,676 | 20,676 | — | $152.30万 | 新建仓 |
| GLW | CORNING INC | $150.94万 | 0.05% | 5,909 | 2,615 | 79.4% | $66.80万 | 加仓 |
| PULS | PGIM ETF TR | $148.86万 | 0.05% | 30,042 | 30,042 | — | $148.86万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $147.68万 | 0.05% | 58,049 | 391 | 0.7% | $9,947 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $146.24万 | 0.05% | 29,376 | 9,333 | 46.6% | $46.46万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $144.76万 | 0.05% | 4,778 | 1,957 | 69.4% | $59.29万 | 加仓 |
| SYSB | ISHARES TR | $142.85万 | 0.05% | 16,102 | 2,440 | 17.9% | $21.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $142.69万 | 0.05% | 18,897 | -671 | -3.4% | -$5.07万 | 减仓 |
| SKOR | FLEXSHARES TR | $140.95万 | 0.05% | 29,038 | 29,038 | — | $140.95万 | 新建仓 |
| LVHD | LEGG MASON ETF INVT | $140.73万 | 0.05% | 31,982 | 31,982 | — | $140.73万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $140.42万 | 0.05% | 4,917 | 4,917 | — | $140.42万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $139.86万 | 0.05% | 34,852 | 158 | 0.5% | $6,341 | 加仓 |
| NEM | NEWMONT CORP | $139.35万 | 0.05% | 14,920 | -318 | -2.1% | -$2.97万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $138.73万 | 0.05% | 58,365 | 28,682 | 96.6% | $68.18万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $138.69万 | 0.05% | 2,792 | -29 | -1.0% | -$1.44万 | 减仓 |
| IWB | ISHARES TR | $138.66万 | 0.05% | 3,386 | 168 | 5.2% | $6.88万 | 加仓 |
| DGRW | WISDOMTREE TR | $138.30万 | 0.05% | 14,464 | 11,307 | 358.2% | $108.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $137.71万 | 0.05% | 23,070 | 740 | 3.3% | $4.42万 | 加仓 |
| CMI | CUMMINS INC | $137.08万 | 0.05% | 1,922 | 187 | 10.8% | $13.34万 | 加仓 |
| ASML | ASML HLDG NV | $137.07万 | 0.05% | 689 | 185 | 36.7% | $36.81万 | 加仓 |
| SHOP | SHOPIFY INC | $137.05万 | 0.05% | 12,003 | -4,216 | -26.0% | -$48.14万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $137.02万 | 0.05% | 7,295 | -37 | -0.5% | -$6,950 | 减仓 |
| EMB | ISHARES TR | $136.73万 | 0.05% | 14,178 | -1,832 | -11.4% | -$17.67万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $135.68万 | 0.05% | 75,883 | 75,883 | — | $135.68万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $135.56万 | 0.05% | 10,730 | 2,816 | 35.6% | $35.58万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $134.87万 | 0.05% | 9,848 | 1,922 | 24.2% | $26.32万 | 加仓 |
| VLUE | ISHARES TR | $133.29万 | 0.04% | 6,671 | 44 | 0.7% | $8,792 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $133.10万 | 0.04% | 18,131 | -51,499 | -74.0% | -$378.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $132.31万 | 0.04% | 10,453 | 2,872 | 37.9% | $36.35万 | 加仓 |
| VFH | VANGUARD WORLD FD | $132.00万 | 0.04% | 10,030 | 10,030 | — | $132.00万 | 新建仓 |
| EEMV | ISHARES INC | $131.97万 | 0.04% | 17,531 | 17,531 | — | $131.97万 | 新建仓 |
| MS | MORGAN STANLEY | $130.91万 | 0.04% | 6,263 | 817 | 15.0% | $17.08万 | 加仓 |
| MDT | MEDTRONIC PLC | $130.77万 | 0.04% | 16,716 | 1,780 | 11.9% | $13.93万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $128.10万 | 0.04% | 15,633 | -44 | -0.3% | -$3,605 | 减仓 |
| INTU | INTUIT | $127.79万 | 0.04% | 4,896 | 3,533 | 259.2% | $92.21万 | 加仓 |
| LQD | ISHARES TR | $127.65万 | 0.04% | 11,703 | 1,854 | 18.8% | $20.22万 | 加仓 |
| WM | WASTE MGMT INC DEL | $127.29万 | 0.04% | 5,711 | 319 | 5.9% | $7.11万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $126.81万 | 0.04% | 5,785 | 5,785 | — | $126.81万 | 新建仓 |
| IJH | ISHARES TR | $126.19万 | 0.04% | 16,365 | 12,037 | 278.1% | $92.82万 | 加仓 |
| FALN | ISHARES TR | $125.26万 | 0.04% | 45,985 | 21,705 | 89.4% | $59.12万 | 加仓 |
| HYZD | WISDOMTREE TR | $125.26万 | 0.04% | 55,652 | 55,652 | — | $125.26万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $124.13万 | 0.04% | 33,091 | -22 | -0.1% | -$825 | 减仓 |
| PLD | PROLOGIS INC. | $122.82万 | 0.04% | 9,067 | 645 | 7.7% | $8.74万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $122.20万 | 0.04% | 171,386 | 90,959 | 113.1% | $64.85万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $122.05万 | 0.04% | 1,265 | 754 | 147.6% | $72.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $121.30万 | 0.04% | 28,238 | 28,238 | — | $121.30万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $119.76万 | 0.04% | 14,495 | -5,995 | -29.3% | -$49.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $118.86万 | 0.04% | 11,631 | -538 | -4.4% | -$5.50万 | 减仓 |
| IGF | ISHARES TR | $118.86万 | 0.04% | 17,847 | 1,965 | 12.4% | $13.09万 | 加仓 |
| ETN | EATON CORP PLC | $117.59万 | 0.04% | 2,759 | 563 | 25.6% | $23.99万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $116.96万 | 0.04% | 10,572 | 823 | 8.4% | $9.11万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $116.53万 | 0.04% | 6,992 | 765 | 12.3% | $12.75万 | 加仓 |
| IWC | ISHARES TR | $115.54万 | 0.04% | 5,776 | 107 | 1.9% | $2.14万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $114.76万 | 0.04% | 41,444 | 20,181 | 94.9% | $55.88万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $114.51万 | 0.04% | 34,397 | -30,794 | -47.2% | -$102.51万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $114.30万 | 0.04% | 17,721 | 17,721 | — | $114.30万 | 新建仓 |
| EFA | ISHARES TR | $113.82万 | 0.04% | 10,957 | 3,177 | 40.8% | $33.00万 | 加仓 |
| USB | US BANCORP | $113.48万 | 0.04% | 18,788 | 3,985 | 26.9% | $24.07万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $113.02万 | 0.04% | 4,179 | 361 | 9.5% | $9.76万 | 加仓 |
| PSX | PHILLIPS 66 | $112.23万 | 0.04% | 6,639 | 833 | 14.3% | $14.08万 | 加仓 |
| IBB | ISHARES TR | $111.54万 | 0.04% | 5,864 | 1,198 | 25.7% | $22.79万 | 加仓 |
| YUM | YUM BRANDS INC | $110.82万 | 0.04% | 6,932 | 471 | 7.3% | $7.53万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $109.53万 | 0.04% | 6,411 | 6,411 | — | $109.53万 | 新建仓 |
| EMR | EMERSON ELEC CO | $108.41万 | 0.04% | 7,573 | 2,520 | 49.9% | $36.08万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $108.35万 | 0.04% | 3,236 | 939 | 40.9% | $31.44万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $108.22万 | 0.04% | 123,675 | 123,675 | — | $108.22万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $108.18万 | 0.04% | 3,621 | -81 | -2.2% | -$2.42万 | 减仓 |
| SYY | SYSCO CORP | $108.07万 | 0.04% | 12,930 | 920 | 7.7% | $7.69万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $107.73万 | 0.04% | 10,022 | -451 | -4.3% | -$4.85万 | 减仓 |