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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC | $55.06万 | 0.02% | 8,755 | -1,359 | -13.4% | -$8.55万 | 减仓 |
| ITA | ISHARES TR | $54.93万 | 0.02% | 2,266 | -2,741 | -54.7% | -$66.44万 | 重新持有 |
| CRM | SALESFORCE INC | $54.90万 | 0.02% | 3,504 | -1,203 | -25.6% | -$18.85万 | 减仓 |
| SNTH | TIDAL TRUST III | $54.82万 | 0.02% | 18,440 | 10,122 | 121.7% | $30.09万 | 加仓 |
| SPTB | SPDR SERIES TRUST | $54.65万 | 0.02% | 18,180 | 3,349 | 22.6% | $10.07万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $54.64万 | 0.02% | 4,776 | 4,776 | — | $54.64万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $54.50万 | 0.02% | 1,935 | 1,245 | 180.4% | $35.07万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $54.35万 | 0.02% | 30,310 | -47,833 | -61.2% | -$85.76万 | 减仓 |
| LCAP | PRINCIPAL EXCHANGE TRADED FD | $54.34万 | 0.02% | 16,397 | 653 | 4.1% | $2.16万 | 加仓 |
| EVRG | EVERGY INC | $54.32万 | 0.02% | 6,285 | 1,587 | 33.8% | $13.72万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $54.28万 | 0.02% | 16,660 | 2,144 | 14.8% | $6.99万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $54.26万 | 0.02% | 13,286 | 4,422 | 49.9% | $18.06万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $54.09万 | 0.02% | 5,862 | -334 | -5.4% | -$3.08万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $53.61万 | 0.02% | 2,158 | 380 | 21.4% | $9.44万 | 加仓 |
| — | SPDR INDEX SHS FDS | $53.23万 | 0.02% | 6,661 | 362 | 5.7% | $2.89万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $53.10万 | 0.02% | 42,791 | -69,174 | -61.8% | -$85.84万 | 减仓 |
| PSFF | PACER FDS TR | $52.74万 | 0.02% | 15,372 | -4,316 | -21.9% | -$14.81万 | 减仓 |
| PSA | PUBLIC STORAGE | $52.50万 | 0.02% | 1,649 | 835 | 102.6% | $26.58万 | 加仓 |
| SPYI | NEOS ETF TRUST | $52.36万 | 0.02% | 9,863 | 9,863 | — | $52.36万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $52.28万 | 0.02% | 2,285 | 108 | 5.0% | $2.47万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $52.20万 | 0.02% | 9,611 | 9,611 | — | $52.20万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $52.05万 | 0.02% | 3,563 | 475 | 15.4% | $6.94万 | 加仓 |
| GIS | GENERAL MILLS INC | $51.88万 | 0.02% | 14,908 | -114 | -0.8% | -$3,967 | 减仓 |
| EUFN | ISHARES TR | $51.55万 | 0.02% | 13,220 | 13,220 | — | $51.55万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.43万 | 0.02% | 1,293 | -137 | -9.6% | -$5.45万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $51.42万 | 0.02% | 4,993 | 2,481 | 98.8% | $25.55万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $51.19万 | 0.02% | 24,410 | 24,410 | — | $51.19万 | 新建仓 |
| MCK | MCKESSON CORP | $50.88万 | 0.02% | 1,800 | 1,237 | 219.7% | $34.97万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $50.83万 | 0.02% | 10,355 | 10,355 | — | $50.83万 | 新建仓 |
| IBTO | ISHARES TR | $50.62万 | 0.02% | 20,977 | 3,750 | 21.8% | $9.05万 | 加仓 |
| COCO | VITA COCO CO INC | $50.56万 | 0.02% | 7,645 | -770 | -9.2% | -$5.09万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $50.52万 | 0.02% | 17,440 | 5,724 | 48.9% | $16.58万 | 加仓 |
| INTA | INTAPP INC | $50.37万 | 0.02% | 19,982 | 19,982 | — | $50.37万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $50.36万 | 0.02% | 16,323 | 9,037 | 124.0% | $27.88万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $50.08万 | 0.02% | 4,124 | 902 | 28.0% | $10.95万 | 加仓 |
| AMSF | AMERISAFE INC | $50.03万 | 0.02% | 14,788 | 14,788 | — | $50.03万 | 新建仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $50.02万 | 0.02% | 12,205 | 668 | 5.8% | $2.74万 | 加仓 |
| BUXX | EA SERIES TRUST | $49.99万 | 0.02% | 24,700 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $49.96万 | 0.02% | 9,319 | 9,319 | — | $49.96万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $49.89万 | 0.02% | 19,773 | 3,729 | 23.2% | $9.41万 | 加仓 |
| CSX | CSX CORP | $49.82万 | 0.02% | 10,482 | 3,867 | 58.5% | $18.38万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $49.80万 | 0.02% | 14,502 | 5,054 | 53.5% | $17.36万 | 加仓 |
| CB | CHUBB LIMITED | $49.62万 | 0.02% | 1,456 | 388 | 36.3% | $13.22万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $49.24万 | 0.02% | 10,168 | 950 | 10.3% | $4.60万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $49.20万 | 0.02% | 13,678 | 13,678 | — | $49.20万 | 新建仓 |
| AGCO | AGCO CORP | $48.89万 | 0.02% | 4,085 | 2,115 | 107.4% | $25.32万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $48.88万 | 0.02% | 11,933 | -1,914 | -13.8% | -$7.84万 | 减仓 |
| CELC | CELCUITY INC | $48.87万 | 0.02% | 4,671 | 500 | 12.0% | $5.23万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $48.81万 | 0.02% | 1,335 | 1,335 | — | $48.81万 | 新建仓 |
| BIIB | BIOGEN INC | $48.81万 | 0.02% | 2,259 | 110 | 5.1% | $2.38万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $48.78万 | 0.02% | 14,580 | 289 | 2.0% | $9,670 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $48.78万 | 0.02% | 14,688 | 14,688 | — | $48.78万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $48.75万 | 0.02% | 19,922 | 19,922 | — | $48.75万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $48.59万 | 0.02% | 5,174 | 10 | 0.2% | $939 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $48.59万 | 0.02% | 38,082 | -1,975 | -4.9% | -$2.52万 | 减仓 |
| ETR | ENTERGY CORP NEW | $48.59万 | 0.02% | 4,230 | -109 | -2.5% | -$1.25万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $48.57万 | 0.02% | 2,044 | 271 | 15.3% | $6.44万 | 加仓 |
| KHC | KRAFT HEINZ CO | $48.49万 | 0.02% | 20,529 | 9,442 | 85.2% | $22.30万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $48.29万 | 0.02% | 12,680 | 12,680 | — | $48.29万 | 新建仓 |
| IOCT | INNOVATOR ETFS TRUST | $48.15万 | 0.02% | 13,017 | 13,017 | — | $48.15万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $48.12万 | 0.02% | 11,274 | -6,646 | -37.1% | -$28.37万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $48.11万 | 0.02% | 2,827 | 2,827 | — | $48.11万 | 新建仓 |
| MSA | MSA SAFETY INC | $48.06万 | 0.02% | 2,753 | 1,215 | 79.0% | $21.21万 | 加仓 |
| BCHP | PRINCIPAL EXCHANGE TRADED FD | $48.03万 | 0.02% | 13,280 | -9 | -0.1% | -$326 | 减仓 |
| XYLD | GLOBAL X FDS | $47.89万 | 0.02% | 11,741 | -4,833 | -29.2% | -$19.71万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $47.36万 | 0.02% | 8,892 | 8,892 | — | $47.36万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $47.36万 | 0.02% | 279 | 279 | — | $47.36万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $47.29万 | 0.02% | 4,308 | 4,308 | — | $47.29万 | 新建仓 |
| BUFB | INNOVATOR ETFS TRUST | $47.20万 | 0.02% | 12,008 | -238 | -1.9% | -$9,356 | 减仓 |
| EQIX | EQUINIX INC | $47.12万 | 0.02% | 452 | 11 | 2.5% | $1.15万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $46.97万 | 0.02% | 4,764 | 4,764 | — | $46.97万 | 新建仓 |
| TER | TERADYNE INC | $46.79万 | 0.02% | 967 | 271 | 38.9% | $13.11万 | 加仓 |
| IBTG | ISHARES TR | $46.78万 | 0.02% | 20,435 | 234 | 1.2% | $5,356 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $46.61万 | 0.02% | 7,898 | 7,898 | — | $46.61万 | 新建仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $46.46万 | 0.02% | 18,001 | 7,753 | 75.7% | $20.01万 | 加仓 |
| ITOT | ISHARES TR | $46.39万 | 0.02% | 2,824 | -232 | -7.6% | -$3.81万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $46.37万 | 0.02% | 1,679 | -469 | -21.8% | -$12.95万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $46.27万 | 0.02% | 1,904 | 475 | 33.2% | $11.54万 | 加仓 |
| IRM | IRON MTN INC DEL | $46.07万 | 0.02% | 3,648 | -1,849 | -33.6% | -$23.35万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $45.54万 | 0.02% | 17,516 | 3,283 | 23.1% | $8.54万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $45.42万 | 0.02% | 3,824 | 420 | 12.3% | $4.99万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $45.31万 | 0.02% | 988 | 10 | 1.0% | $4,586 | 加仓 |
| AMLP | ALPS ETF TR | $45.03万 | 0.02% | 8,684 | 164 | 1.9% | $8,504 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $44.94万 | 0.02% | 2,801 | 1,078 | 62.6% | $17.30万 | 加仓 |
| HRB | BLOCK H & R INC | $44.67万 | 0.02% | 11,731 | 11,731 | — | $44.67万 | 新建仓 |
| ZROZ | PIMCO ETF TR | $44.62万 | 0.02% | 6,961 | -161 | -2.3% | -$1.03万 | 减仓 |
| VMI | VALMONT INDS INC | $44.60万 | 0.02% | 772 | 168 | 27.8% | $9.71万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $44.53万 | 0.02% | 2,059 | 2,059 | — | $44.53万 | 新建仓 |
| TDUP | THREDUP INC | $44.47万 | 0.02% | 64,920 | 2,194 | 3.5% | $1.50万 | 加仓 |
| PFXF | VANECK ETF TRUST | $44.44万 | 0.02% | 24,912 | 24,912 | — | $44.44万 | 新建仓 |
| TMUS | T-MOBILE US INC | $44.43万 | 0.01% | 2,649 | 750 | 39.5% | $12.58万 | 加仓 |
| PAYX | PAYCHEX INC | $44.13万 | 0.01% | 4,488 | 370 | 9.0% | $3.64万 | 加仓 |
| SHEL | SHELL PLC | $44.13万 | 0.01% | 5,691 | -3,498 | -38.1% | -$27.12万 | 减仓 |
| SNOW | SNOWFLAKE INC | $43.93万 | 0.01% | 1,726 | 1,726 | — | $43.93万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $43.75万 | 0.01% | 22,882 | 22,882 | — | $43.75万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $43.69万 | 0.01% | 2,375 | 2,375 | — | $43.69万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $43.56万 | 0.01% | 4,651 | 618 | 15.3% | $5.79万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.47万 | 0.01% | 10,329 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $43.38万 | 0.01% | 5,273 | -503 | -8.7% | -$4.14万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $43.19万 | 0.01% | 39,840 | 27,387 | 219.9% | $29.69万 | 加仓 |