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 |
|---|---|---|---|---|---|---|---|---|
| FERG | FERGUSON ENTERPRISES INC | $78.07万 | 0.03% | 3,290 | 73 | 2.3% | $1.73万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $78.03万 | 0.03% | 2,665 | 722 | 37.2% | $21.14万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $78.01万 | 0.03% | 15,646 | 15,646 | — | $78.01万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $77.78万 | 0.03% | 19,656 | -423 | -2.1% | -$1.67万 | 减仓 |
| GVA | GRANITE CONSTR INC | $77.66万 | 0.03% | 4,913 | 871 | 21.5% | $13.77万 | 加仓 |
| EUHY | ISHARES INC | $76.98万 | 0.03% | 14,292 | 14,292 | — | $76.98万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $76.78万 | 0.03% | 13,275 | 2,483 | 23.0% | $14.36万 | 加仓 |
| EBND | SPDR SERIES TRUST | $76.29万 | 0.03% | 36,465 | 485 | 1.3% | $1.01万 | 加仓 |
| MPC | MARATHON PETE CORP | $74.99万 | 0.03% | 2,933 | 1,605 | 120.9% | $41.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.03% | 1 | 1 | — | $74.89万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $74.86万 | 0.03% | 13,858 | -2,790 | -16.8% | -$15.07万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $74.71万 | 0.03% | 9,823 | -2,960 | -23.2% | -$22.51万 | 减仓 |
| EME | EMCOR GROUP INC | $74.28万 | 0.03% | 895 | 201 | 29.0% | $16.68万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $74.23万 | 0.03% | 9,158 | 345 | 3.9% | $2.80万 | 加仓 |
| ISTB | ISHARES TR | $74.20万 | 0.03% | 15,378 | 15,378 | — | $74.20万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $74.01万 | 0.02% | 1,914 | 947 | 97.9% | $36.62万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $73.94万 | 0.02% | 5,549 | 466 | 9.2% | $6.21万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $73.91万 | 0.02% | 30,616 | 2,472 | 8.8% | $5.97万 | 加仓 |
| MUSA | MURPHY USA INC | $73.89万 | 0.02% | 1,371 | 521 | 61.3% | $28.08万 | 加仓 |
| GGG | GRACO INC | $73.79万 | 0.02% | 9,759 | 4 | 0.0% | $302 | 加仓 |
| JSI | JANUS DETROIT STR TR | $73.56万 | 0.02% | 14,364 | 14,364 | — | $73.56万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $73.36万 | 0.02% | 20,232 | -779 | -3.7% | -$2.82万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $73.15万 | 0.02% | 1,173 | 226 | 23.9% | $14.09万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $73.11万 | 0.02% | 4,102 | -2,848 | -41.0% | -$50.76万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $72.82万 | 0.02% | 22,495 | 5,241 | 30.4% | $16.97万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $72.38万 | 0.02% | 1,678 | 367 | 28.0% | $15.83万 | 加仓 |
| RY | ROYAL BK CDA | $72.38万 | 0.02% | 3,497 | 486 | 16.1% | $10.06万 | 加仓 |
| CI | THE CIGNA GROUP | $72.14万 | 0.02% | 2,617 | 987 | 60.6% | $27.21万 | 加仓 |
| SMIZ | ZACKS TRUST | $71.20万 | 0.02% | 15,956 | -1,424 | -8.2% | -$6.35万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $71.05万 | 0.02% | 14,695 | 14,695 | — | $71.05万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $70.46万 | 0.02% | 12,229 | 725 | 6.3% | $4.18万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $70.18万 | 0.02% | 30,618 | 30,618 | — | $70.18万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $69.92万 | 0.02% | 1,793 | 913 | 103.8% | $35.60万 | 加仓 |
| BRO | BROWN & BROWN INC | $69.67万 | 0.02% | 10,861 | 10,861 | — | $69.67万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $69.50万 | 0.02% | 54,895 | 54,895 | — | $69.50万 | 新建仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $69.35万 | 0.02% | 8,549 | 8,549 | — | $69.35万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $69.28万 | 0.02% | 2,262 | 805 | 55.3% | $24.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $68.85万 | 0.02% | 8,362 | -2 | -0.0% | -$165 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $68.79万 | 0.02% | 21,503 | 1,245 | 6.1% | $3.98万 | 加仓 |
| TFC | TRUIST FINL CORP | $68.74万 | 0.02% | 13,798 | -40 | -0.3% | -$1,993 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $68.45万 | 0.02% | 16,830 | 2,892 | 20.7% | $11.76万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $67.79万 | 0.02% | 12,411 | 5,766 | 86.8% | $31.49万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $67.40万 | 0.02% | 9,620 | -5,482 | -36.3% | -$38.41万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $67.26万 | 0.02% | 15,031 | 5,380 | 55.7% | $24.08万 | 加仓 |
| ILCG | ISHARES TR | $67.14万 | 0.02% | 5,737 | 5,737 | — | $67.14万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $66.95万 | 0.02% | 10,708 | 10,708 | — | $66.95万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $66.70万 | 0.02% | 1,347 | 168 | 14.2% | $8.32万 | 加仓 |
| EOG | EOG RES INC | $66.36万 | 0.02% | 5,116 | 2,657 | 108.1% | $34.47万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $66.32万 | 0.02% | 22,980 | 22,980 | — | $66.32万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $65.81万 | 0.02% | 18,716 | 4,055 | 27.7% | $14.26万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $65.21万 | 0.02% | 7,562 | 7,562 | — | $65.21万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $64.47万 | 0.02% | 8,834 | 5,114 | 137.5% | $37.32万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $64.34万 | 0.02% | 28,890 | 19,340 | 202.5% | $43.07万 | 加仓 |
| IUSV | ISHARES TR | $63.94万 | 0.02% | 5,805 | 83 | 1.5% | $9,142 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $63.55万 | 0.02% | 12,652 | 3,071 | 32.1% | $15.43万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $63.29万 | 0.02% | 1,026 | 1,026 | — | $63.29万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $62.65万 | 0.02% | 28,939 | 14,205 | 96.4% | $30.75万 | 加仓 |
| IAGG | ISHARES TR | $62.35万 | 0.02% | 12,323 | -42,095 | -77.4% | -$213.00万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $62.29万 | 0.02% | 3,822 | -51 | -1.3% | -$8,312 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $62.16万 | 0.02% | 15,044 | 15,044 | — | $62.16万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $61.54万 | 0.02% | 8,528 | -6,383 | -42.8% | -$46.06万 | 减仓 |
| REM | ISHARES TR | $61.53万 | 0.02% | 27,903 | 27,903 | — | $61.53万 | 新建仓 |
| FBK | FB FINL CORP | $61.50万 | 0.02% | 11,112 | -5,085 | -31.4% | -$28.14万 | 减仓 |
| PPG | PPG INDS INC | $61.41万 | 0.02% | 5,063 | 5,063 | — | $61.41万 | 新建仓 |
| NKE | NIKE INC | $61.38万 | 0.02% | 14,951 | -343 | -2.2% | -$1.41万 | 减仓 |
| VHT | VANGUARD WORLD FD | $61.37万 | 0.02% | 2,053 | 2,053 | — | $61.37万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $61.18万 | 0.02% | 13,366 | 3,196 | 31.4% | $14.63万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $60.64万 | 0.02% | 21,225 | 21,225 | — | $60.64万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $60.06万 | 0.02% | 303 | 117 | 62.9% | $23.19万 | 加仓 |
| IGV | ISHARES TR | $59.99万 | 0.02% | 6,621 | 6,621 | — | $59.99万 | 新建仓 |
| PFF | ISHARES TR | $59.93万 | 0.02% | 19,654 | 5,637 | 40.2% | $17.19万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $59.73万 | 0.02% | 23,186 | 23,186 | — | $59.73万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $59.51万 | 0.02% | 7,297 | -12,147 | -62.5% | -$99.06万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $59.43万 | 0.02% | 3,618 | 1,363 | 60.4% | $22.39万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $59.03万 | 0.02% | 7,577 | 1,239 | 19.5% | $9.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.90万 | 0.02% | 14,328 | 3,714 | 35.0% | $15.27万 | 加仓 |
| WRB | BERKLEY W R CORP | $58.90万 | 0.02% | 8,351 | 3,747 | 81.4% | $26.43万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $58.43万 | 0.02% | 9,926 | 9,926 | — | $58.43万 | 新建仓 |
| F | FORD MTR CO | $58.11万 | 0.02% | 41,805 | 5,900 | 16.4% | $8.20万 | 加仓 |
| RDDT | REDDIT INC | $57.85万 | 0.02% | 3,333 | -3,774 | -53.1% | -$65.51万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $57.73万 | 0.02% | 3,763 | -2,614 | -41.0% | -$40.10万 | 减仓 |
| TFLO | ISHARES TR | $57.68万 | 0.02% | 11,392 | -43 | -0.4% | -$2,177 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $57.55万 | 0.02% | 8,380 | 4,222 | 101.5% | $29.00万 | 加仓 |
| CIEN | CIENA CORP | $57.35万 | 0.02% | 1,169 | 507 | 76.6% | $24.87万 | 加仓 |
| AZO | AUTOZONE INC | $57.21万 | 0.02% | 179 | -15 | -7.7% | -$4.79万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $57.17万 | 0.02% | 6,345 | 6,345 | — | $57.17万 | 新建仓 |
| STIP | ISHARES TR | $57.12万 | 0.02% | 5,591 | 5,591 | — | $57.12万 | 新建仓 |
| CDC | VICTORY PORTFOLIOS II | $56.99万 | 0.02% | 7,663 | 2,782 | 57.0% | $20.69万 | 加仓 |
| CXT | CRANE NXT CO | $56.84万 | 0.02% | 11,110 | 4,426 | 66.2% | $22.64万 | 加仓 |
| MRTN | MARTEN TRANS LTD | $56.66万 | 0.02% | 32,657 | 32,657 | — | $56.66万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $56.60万 | 0.02% | 11,747 | 11,747 | — | $56.60万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $56.29万 | 0.02% | 58,028 | 58,028 | — | $56.29万 | 新建仓 |
| SEIC | SEI INVTS CO | $56.22万 | 0.02% | 6,410 | 2,708 | 73.1% | $23.75万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $56.14万 | 0.02% | 11,042 | 11,042 | — | $56.14万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $55.96万 | 0.02% | 1,491 | 275 | 22.6% | $10.32万 | 加仓 |
| PWR | QUANTA SVCS INC | $55.66万 | 0.02% | 773 | 355 | 84.9% | $25.56万 | 加仓 |
| EMXC | ISHARES INC | $55.62万 | 0.02% | 5,437 | 5,437 | — | $55.62万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $55.49万 | 0.02% | 10,641 | 10,641 | — | $55.49万 | 新建仓 |
| WMB | WILLIAMS COS INC | $55.45万 | 0.02% | 7,459 | 1,371 | 22.5% | $10.19万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $55.16万 | 0.02% | 4,724 | 70 | 1.5% | $8,174 | 加仓 |