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 |
|---|---|---|---|---|---|---|---|---|
| TFI | SPDR SERIES TRUST | $43.16万 | 0.01% | 9,424 | 681 | 7.8% | $3.12万 | 加仓 |
| BE | BLOOM ENERGY CORP | $43.01万 | 0.01% | 1,421 | 1,421 | — | $43.01万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $42.97万 | 0.01% | 8,105 | 8,105 | — | $42.97万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $42.79万 | 0.01% | 3,009 | 3,009 | — | $42.79万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $42.48万 | 0.01% | 4,086 | -232 | -5.4% | -$2.41万 | 减仓 |
| SLB | SLB LIMITED | $42.28万 | 0.01% | 9,095 | 3,904 | 75.2% | $18.15万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $42.15万 | 0.01% | 1,174 | 1,174 | — | $42.15万 | 新建仓 |
| GSK | GSK PLC | $41.90万 | 0.01% | 7,994 | 3,446 | 75.8% | $18.06万 | 加仓 |
| BCO | BRINKS CO | $41.84万 | 0.01% | 4,428 | 1,834 | 70.7% | $17.33万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $41.56万 | 0.01% | 2,664 | 126 | 5.0% | $1.97万 | 加仓 |
| — | PROSHARES TR II | $41.32万 | 0.01% | 13,494 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $41.25万 | 0.01% | 4,201 | -4,079 | -49.3% | -$40.06万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $41.11万 | 0.01% | 2,812 | -3,258 | -53.7% | -$47.63万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $40.79万 | 0.01% | 1,235 | 485 | 64.7% | $16.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.77万 | 0.01% | 13,052 | 13,052 | — | $40.77万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $40.55万 | 0.01% | 11,265 | 11,265 | — | $40.55万 | 新建仓 |
| GM | GENERAL MTRS CO | $40.49万 | 0.01% | 5,253 | 1,467 | 38.7% | $11.31万 | 加仓 |
| URI | UNITED RENTALS INC | $40.33万 | 0.01% | 356 | 59 | 19.9% | $6.68万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $40.17万 | 0.01% | 7,125 | 1,007 | 16.5% | $5.68万 | 加仓 |
| COHR | COHERENT CORP | $40.12万 | 0.01% | 1,017 | -409 | -28.7% | -$16.13万 | 重新持有 |
| VTR | VENTAS INC | $40.06万 | 0.01% | 4,511 | 3 | 0.1% | $266 | 加仓 |
| OKE | ONEOK INC NEW | $39.94万 | 0.01% | 4,594 | 1,367 | 42.4% | $11.88万 | 加仓 |
| CME | CME GROUP INC | $39.66万 | 0.01% | 1,796 | -617 | -25.6% | -$13.62万 | 减仓 |
| BMI | BADGER METER INC | $39.63万 | 0.01% | 2,671 | 2,671 | — | $39.63万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $39.39万 | 0.01% | 34,048 | 815 | 2.5% | $9,430 | 加仓 |
| OSK | OSHKOSH CORP | $39.38万 | 0.01% | 2,566 | 2,566 | — | $39.38万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $39.35万 | 0.01% | 8,546 | 8,546 | — | $39.35万 | 新建仓 |
| B | BARRICK MNG CORP | $39.18万 | 0.01% | 10,667 | 10,667 | — | $39.18万 | 新建仓 |
| EXP | EAGLE MATLS INC | $39.13万 | 0.01% | 1,739 | -41 | -2.3% | -$9,226 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $39.11万 | 0.01% | 7,497 | 7,497 | — | $39.11万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $39.02万 | 0.01% | 6,574 | 6,574 | — | $39.02万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $38.94万 | 0.01% | 6,359 | 1,606 | 33.8% | $9.83万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $38.80万 | 0.01% | 5,083 | 5,083 | — | $38.80万 | 新建仓 |
| LKQ | LKQ CORP | $38.77万 | 0.01% | 14,724 | -7,371 | -33.4% | -$19.41万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.62万 | 0.01% | 841 | -19 | -2.2% | -$8,726 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.60万 | 0.01% | 4,756 | 724 | 18.0% | $5.88万 | 加仓 |
| SMMD | ISHARES TR | $38.38万 | 0.01% | 4,189 | 958 | 29.7% | $8.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.35万 | 0.01% | 14,726 | 14,726 | — | $38.35万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.27万 | 0.01% | 1,158 | 128 | 12.4% | $4.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.18万 | 0.01% | 14,126 | 14,126 | — | $38.18万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $38.11万 | 0.01% | 15,524 | -2,504 | -13.9% | -$6.15万 | 减仓 |
| UPST | UPSTART HLDGS INC | $38.07万 | 0.01% | 10,745 | -7,464 | -41.0% | -$26.44万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $38.04万 | 0.01% | 11,589 | 148 | 1.3% | $4,857 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $37.78万 | 0.01% | 537 | -72 | -11.8% | -$5.07万 | 减仓 |
| XBI | SPDR SERIES TRUST | $37.76万 | 0.01% | 2,386 | 19 | 0.8% | $3,007 | 加仓 |
| HSBC | HSBC HLDGS PLC | $37.59万 | 0.01% | 3,953 | 3,953 | — | $37.59万 | 新建仓 |
| COKE | COCA COLA CONS INC | $37.56万 | 0.01% | 1,967 | 1,967 | — | $37.56万 | 新建仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $37.48万 | 0.01% | 5,056 | 425 | 9.2% | $3.15万 | 加仓 |
| FTNT | FORTINET INC | $37.47万 | 0.01% | 2,439 | 2,439 | — | $37.47万 | 新建仓 |
| DVY | ISHARES TR | $37.33万 | 0.01% | 2,388 | 2,388 | — | $37.33万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $37.27万 | 0.01% | 2,403 | 767 | 46.9% | $11.90万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $36.83万 | 0.01% | 7,289 | 2,300 | 46.1% | $11.62万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.81万 | 0.01% | 552 | 158 | 40.1% | $10.54万 | 加仓 |
| THO | THOR INDS INC | $36.79万 | 0.01% | 4,895 | 4,895 | — | $36.79万 | 新建仓 |
| HSY | HERSHEY CO | $36.77万 | 0.01% | 2,096 | 712 | 51.4% | $12.49万 | 加仓 |
| CNC | CENTENE CORP DEL | $36.72万 | 0.01% | 5,720 | 210 | 3.8% | $1.35万 | 重新持有 |
| ERIE | ERIE INDTY CO | $36.66万 | 0.01% | 1,529 | 1,529 | — | $36.66万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $36.48万 | 0.01% | 9,404 | 873 | 10.2% | $3.39万 | 加仓 |
| DOW | DOW HLDGS INC | $36.46万 | 0.01% | 13,324 | 13,324 | — | $36.46万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $36.45万 | 0.01% | 10,954 | 666 | 6.5% | $2.22万 | 加仓 |
| ULS | UL SOLUTIONS INC | $36.26万 | 0.01% | 3,560 | 3,560 | — | $36.26万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $36.21万 | 0.01% | 1,832 | -139 | -7.1% | -$2.75万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $36.12万 | 0.01% | 24,030 | -43,882 | -64.6% | -$65.95万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $36.04万 | 0.01% | 3,193 | 3,193 | — | $36.04万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $36.02万 | 0.01% | 9,113 | 9,113 | — | $36.02万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $36.02万 | 0.01% | 7,632 | -193 | -2.5% | -$9,109 | 减仓 |
| SPTM | SPDR SERIES TRUST | $35.87万 | 0.01% | 3,951 | 3,951 | — | $35.87万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $35.86万 | 0.01% | 9,788 | 1,839 | 23.1% | $6.74万 | 加仓 |
| XEL | XCEL ENERGY INC | $35.49万 | 0.01% | 4,420 | 159 | 3.7% | $1.28万 | 加仓 |
| OEF | ISHARES TR | $35.37万 | 0.01% | 967 | 327 | 51.1% | $11.96万 | 加仓 |
| DDOG | DATADOG INC | $35.33万 | 0.01% | 1,357 | 1,357 | — | $35.33万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $35.32万 | 0.01% | 9,305 | 587 | 6.7% | $2.23万 | 加仓 |
| NDSN | NORDSON CORP | $35.31万 | 0.01% | 1,170 | 324 | 38.3% | $9.78万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $35.29万 | 0.01% | 3,270 | 26 | 0.8% | $2,806 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.95万 | 0.01% | 1,192 | -2,447 | -67.2% | -$71.74万 | 减仓 |
| PCG | PG&E CORP | $34.84万 | 0.01% | 20,714 | 6,784 | 48.7% | $11.41万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $34.73万 | 0.01% | 10,063 | 2,008 | 24.9% | $6.93万 | 加仓 |
| BITO | PROSHARES TR | $34.73万 | 0.01% | 43,518 | 43,518 | — | $34.73万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $34.48万 | 0.01% | 27,762 | 27,762 | — | $34.48万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $34.43万 | 0.01% | 31,101 | 31,101 | — | $34.43万 | 新建仓 |
| MOD | MODINE MFG CO | $34.26万 | 0.01% | 1,283 | 92 | 7.7% | $2.46万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.26万 | 0.01% | 8,093 | -1,134 | -12.3% | -$4.80万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $34.14万 | 0.01% | 5,335 | 5,335 | — | $34.14万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $34.02万 | 0.01% | 16,311 | 779 | 5.0% | $1.62万 | 加仓 |
| BAX | BAXTER INTL INC | $33.98万 | 0.01% | 15,940 | 15,940 | — | $33.98万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $33.96万 | 0.01% | 6,452 | -2 | -0.0% | -$105 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $33.86万 | 0.01% | 25,499 | 25,499 | — | $33.86万 | 新建仓 |
| DHI | D R HORTON INC | $33.82万 | 0.01% | 2,076 | 587 | 39.4% | $9.56万 | 加仓 |
| AON | AON PLC | $33.77万 | 0.01% | 1,018 | -21 | -2.0% | -$6,966 | 减仓 |
| CSGP | COSTAR GROUP INC | $33.76万 | 0.01% | 11,922 | 11,922 | — | $33.76万 | 新建仓 |
| CTAS | CINTAS CORP | $33.56万 | 0.01% | 1,973 | 513 | 35.1% | $8.73万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $33.54万 | 0.01% | 3,607 | 3,607 | — | $33.54万 | 新建仓 |
| EXC | EXELON CORP | $33.29万 | 0.01% | 7,140 | 3,025 | 73.5% | $14.10万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $33.26万 | 0.01% | 2,504 | 494 | 24.6% | $6.56万 | 加仓 |
| LRN | STRIDE INC | $33.12万 | 0.01% | 3,841 | 3,841 | — | $33.12万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $33.07万 | 0.01% | 6,898 | 682 | 11.0% | $3.27万 | 加仓 |
| EFOR | EVERFORTH INC | $33.03万 | 0.01% | 18,484 | 18,484 | — | $33.03万 | 新建仓 |
| CTVA | CORTEVA INC | $32.92万 | 0.01% | 3,887 | 3,887 | — | $32.92万 | 新建仓 |
| ALLE | ALLEGION PLC | $32.87万 | 0.01% | 2,339 | 946 | 67.9% | $13.29万 | 加仓 |
| AFL | AFLAC INC | $32.79万 | 0.01% | 2,797 | 508 | 22.2% | $5.96万 | 加仓 |