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 |
|---|---|---|---|---|---|---|---|---|
| IMTM | ISHARES TR | $107.20万 | 0.04% | 20,102 | -18,244 | -47.6% | -$97.30万 | 减仓 |
| BX | BLACKSTONE INC | $106.67万 | 0.04% | 9,065 | 6,406 | 240.9% | $75.38万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $105.84万 | 0.04% | 44,119 | 44,119 | — | $105.84万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $105.22万 | 0.04% | 34,877 | 15,352 | 78.6% | $46.32万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $105.04万 | 0.04% | 7,263 | 479 | 7.1% | $6.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $104.93万 | 0.04% | 5,230 | 943 | 22.0% | $18.92万 | 加仓 |
| IGM | ISHARES TR | $104.04万 | 0.04% | 6,360 | -284 | -4.3% | -$4.65万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $103.81万 | 0.04% | 3,861 | 2,051 | 113.3% | $55.15万 | 加仓 |
| IYT | ISHARES TR | $103.60万 | 0.03% | 11,943 | 11,943 | — | $103.60万 | 新建仓 |
| NOW | SERVICENOW INC | $102.69万 | 0.03% | 10,344 | 4,786 | 86.1% | $47.51万 | 加仓 |
| SNDK | SANDISK CORP | $101.64万 | 0.03% | 447 | -30 | -6.3% | -$6.82万 | 减仓 |
| APP | APPLOVIN CORP | $101.24万 | 0.03% | 1,965 | 357 | 22.2% | $18.39万 | 加仓 |
| HON | HONEYWELL INTL INC | $100.96万 | 0.03% | 4,509 | -560 | -11.0% | -$12.54万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $100.92万 | 0.03% | 29,449 | 29,449 | — | $100.92万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $100.63万 | 0.03% | 53,159 | -1,240 | -2.3% | -$2.35万 | 减仓 |
| ACWX | ISHARES TR | $99.88万 | 0.03% | 13,122 | 2,367 | 22.0% | $18.02万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $99.78万 | 0.03% | 9,950 | -4,555 | -31.4% | -$45.68万 | 减仓 |
| MGV | VANGUARD WORLD FD | $99.30万 | 0.03% | 6,075 | -350 | -5.4% | -$5.72万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $98.74万 | 0.03% | 51,108 | 51,108 | — | $98.74万 | 新建仓 |
| IONQ | IONQ INC | $98.14万 | 0.03% | 18,426 | 18,426 | — | $98.14万 | 新建仓 |
| QLTA | ISHARES TR | $97.70万 | 0.03% | 20,559 | 7,529 | 57.8% | $35.78万 | 加仓 |
| FDLS | NORTHERN LTS FD TR IV | $97.51万 | 0.03% | 23,068 | 23,068 | — | $97.51万 | 新建仓 |
| PAVE | GLOBAL X FDS | $97.22万 | 0.03% | 16,500 | 16,500 | — | $97.22万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $97.06万 | 0.03% | 2,337 | 33 | 1.4% | $1.37万 | 加仓 |
| GDX | VANECK ETF TRUST | $96.65万 | 0.03% | 12,809 | 1,939 | 17.8% | $14.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.45万 | 0.03% | 23,685 | 23,685 | — | $96.45万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $96.24万 | 0.03% | 3,231 | -558 | -14.7% | -$16.62万 | 减仓 |
| MCO | MOODYS CORP | $95.94万 | 0.03% | 2,118 | 122 | 6.1% | $5.53万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $95.79万 | 0.03% | 7,002 | 90 | 1.3% | $1.23万 | 加仓 |
| IEI | ISHARES TR | $95.39万 | 0.03% | 8,122 | -1,510 | -15.7% | -$17.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $95.39万 | 0.03% | 26,600 | 26,600 | — | $95.39万 | 新建仓 |
| APG | API GROUP CORP | $95.20万 | 0.03% | 22,480 | 12,647 | 128.6% | $53.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $94.43万 | 0.03% | 7,588 | 1,480 | 24.2% | $18.42万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $94.38万 | 0.03% | 11,998 | 4,614 | 62.5% | $36.29万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $94.36万 | 0.03% | 45,385 | 33,736 | 289.6% | $70.14万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $94.19万 | 0.03% | 9,125 | 1,190 | 15.0% | $12.28万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $94.16万 | 0.03% | 13,737 | 5,000 | 57.2% | $34.27万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $94.12万 | 0.03% | 9,715 | -12 | -0.1% | -$1,163 | 减仓 |
| CIM | CHIMERA INVT CORP | $94.02万 | 0.03% | 70,482 | 70,482 | — | $94.02万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $93.83万 | 0.03% | 959 | 365 | 61.4% | $35.71万 | 加仓 |
| NVS | NOVARTIS AG | $93.77万 | 0.03% | 5,984 | 544 | 10.0% | $8.52万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $93.56万 | 0.03% | 34,589 | 11,843 | 52.1% | $32.04万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $93.51万 | 0.03% | 676 | 349 | 106.7% | $48.28万 | 加仓 |
| HDV | ISHARES TR | $93.42万 | 0.03% | 34,082 | 34,082 | — | $93.42万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.30万 | 0.03% | 1,861 | 577 | 44.9% | $28.93万 | 加仓 |
| WELL | WELLTOWER INC | $93.06万 | 0.03% | 4,100 | 364 | 9.7% | $8.26万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $92.47万 | 0.03% | 1,816 | 250 | 16.0% | $12.73万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $92.32万 | 0.03% | 4,333 | 224 | 5.5% | $4.77万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $92.12万 | 0.03% | 10,584 | 5,122 | 93.8% | $44.58万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $91.97万 | 0.03% | 11,811 | 5,833 | 97.6% | $45.42万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $91.44万 | 0.03% | 25,947 | -7,089 | -21.5% | -$24.98万 | 减仓 |
| ADI | ANALOG DEVICES INC | $91.43万 | 0.03% | 2,302 | 201 | 9.6% | $7.98万 | 加仓 |
| SLV | ISHARES SILVER TR | $91.03万 | 0.03% | 17,025 | -2,257 | -11.7% | -$12.07万 | 减仓 |
| BLK | BLACKROCK INC | $90.77万 | 0.03% | 944 | 136 | 16.8% | $13.08万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $90.74万 | 0.03% | 8,995 | -160 | -1.7% | -$1.61万 | 减仓 |
| — | ZACKS TRUST | $90.55万 | 0.03% | 30,990 | 1,772 | 6.1% | $5.18万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $90.53万 | 0.03% | 17,769 | 2,951 | 19.9% | $15.04万 | 加仓 |
| KVUE | KENVUE INC | $90.22万 | 0.03% | 47,212 | 6,655 | 16.4% | $12.72万 | 加仓 |
| STOX | HORIZON FDS | $89.72万 | 0.03% | 28,922 | 4,455 | 18.2% | $13.82万 | 加仓 |
| SNEX | STONEX GROUP INC | $89.44万 | 0.03% | 7,548 | -4,685 | -38.3% | -$55.52万 | 减仓 |
| GWW | WW GRAINGER INC | $89.11万 | 0.03% | 655 | -35 | -5.1% | -$4.76万 | 减仓 |
| QUAL | ISHARES TR | $88.98万 | 0.03% | 4,055 | -16,783 | -80.5% | -$368.29万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $88.22万 | 0.03% | 9,178 | 674 | 7.9% | $6.48万 | 加仓 |
| FDX | FEDEX CORP | $88.00万 | 0.03% | 2,810 | 1,068 | 61.3% | $33.45万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $87.99万 | 0.03% | 19,557 | 19,557 | — | $87.99万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $87.36万 | 0.03% | 6,492 | 1,273 | 24.4% | $17.13万 | 加仓 |
| VV | VANGUARD INDEX FDS | $87.25万 | 0.03% | 2,537 | -4,666 | -64.8% | -$160.47万 | 减仓 |
| D | DOMINION ENERGY INC | $86.95万 | 0.03% | 12,732 | 504 | 4.1% | $3.44万 | 加仓 |
| ALAB | ASTERA LABS INC | $86.80万 | 0.03% | 1,797 | -8,953 | -83.3% | -$432.45万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $86.62万 | 0.03% | 5,389 | 81 | 1.5% | $1.30万 | 加仓 |
| LMUB | ISHARES TR | $86.11万 | 0.03% | 16,811 | 1,229 | 7.9% | $6.29万 | 加仓 |
| AZN | ASTRAZENECA PLC | $85.99万 | 0.03% | 4,535 | 861 | 23.4% | $16.33万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $85.75万 | 0.03% | 4,472 | 397 | 9.7% | $7.61万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $85.55万 | 0.03% | 14,780 | 14,780 | — | $85.55万 | 新建仓 |
| LIN | LINDE PLC | $85.28万 | 0.03% | 1,643 | 254 | 18.3% | $13.18万 | 加仓 |
| KEX | KIRBY CORP | $84.53万 | 0.03% | 6,217 | -203 | -3.2% | -$2.76万 | 减仓 |
| MMM | 3M CO | $84.17万 | 0.03% | 5,198 | 1,134 | 27.9% | $18.36万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $84.14万 | 0.03% | 4,953 | 319 | 6.9% | $5.42万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $83.30万 | 0.03% | 2,624 | 423 | 19.2% | $13.43万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $83.03万 | 0.03% | 9,241 | -531 | -5.4% | -$4.77万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $82.35万 | 0.03% | 3,587 | 3,587 | — | $82.35万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $82.25万 | 0.03% | 5,240 | 793 | 17.8% | $12.45万 | 加仓 |
| BAMG | NORTHERN LTS FD TR IV | $82.11万 | 0.03% | 18,133 | 3,646 | 25.2% | $16.51万 | 加仓 |
| WSO | WATSCO INC | $81.30万 | 0.03% | 1,951 | 578 | 42.1% | $24.09万 | 加仓 |
| IBTH | ISHARES TR | $80.92万 | 0.03% | 36,175 | 10,722 | 42.1% | $23.99万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $80.73万 | 0.03% | 23,657 | -2,211 | -8.5% | -$7.55万 | 减仓 |
| BC | BRUNSWICK CORP | $80.68万 | 0.03% | 9,577 | -285 | -2.9% | -$2.40万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $80.61万 | 0.03% | 18,123 | -1,733 | -8.7% | -$7.71万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $80.56万 | 0.03% | 28,842 | 502 | 1.8% | $1.40万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $80.53万 | 0.03% | 13,885 | 3,863 | 38.5% | $22.40万 | 加仓 |
| IUSG | ISHARES TR | $80.52万 | 0.03% | 4,281 | -119 | -2.7% | -$2.24万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $80.12万 | 0.03% | 31,958 | -56,417 | -63.8% | -$141.44万 | 减仓 |
| RLI | RLI CORP | $79.43万 | 0.03% | 13,447 | 13,447 | — | $79.43万 | 新建仓 |
| ALL | ALLSTATE CORP | $79.02万 | 0.03% | 3,321 | 2,153 | 184.3% | $51.23万 | 加仓 |
| EMLC | VANECK ETF TRUST | $78.98万 | 0.03% | 30,902 | 30,902 | — | $78.98万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $78.93万 | 0.03% | 2,130 | 172 | 8.8% | $6.37万 | 加仓 |
| USFR | WISDOMTREE TR | $78.81万 | 0.03% | 15,652 | 4,535 | 40.8% | $22.83万 | 加仓 |
| MET | METLIFE INC | $78.80万 | 0.03% | 9,313 | 1,649 | 21.5% | $13.95万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $78.39万 | 0.03% | 38,183 | 38,183 | — | $78.39万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $78.15万 | 0.03% | 7,864 | -11,680 | -59.8% | -$116.07万 | 减仓 |