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 |
|---|---|---|---|---|---|---|---|---|
| IDU | ISHARES TR | $32.78万 | 0.01% | 2,860 | 2,860 | — | $32.78万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $32.58万 | 0.01% | 4,220 | 4,220 | — | $32.58万 | 新建仓 |
| EBAY | EBAY INC. | $32.48万 | 0.01% | 2,907 | 567 | 24.2% | $6.34万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $32.45万 | 0.01% | 5,742 | 5,742 | — | $32.45万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $32.41万 | 0.01% | 6,303 | 6,303 | — | $32.41万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $32.36万 | 0.01% | 11,840 | 2,857 | 31.8% | $7.81万 | 加仓 |
| TMFC | RBB FD INC | $32.32万 | 0.01% | 4,244 | 4,244 | — | $32.32万 | 新建仓 |
| MSTR | STRATEGY INC | $32.23万 | 0.01% | 3,707 | -777 | -17.3% | -$6.75万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $32.10万 | 0.01% | 241 | -7 | -2.8% | -$9,324 | 减仓 |
| TRGP | TARGA RES CORP | $32.02万 | 0.01% | 1,194 | 155 | 14.9% | $4.16万 | 加仓 |
| EZM | WISDOMTREE TR | $32.02万 | 0.01% | 4,226 | 4,226 | — | $32.02万 | 新建仓 |
| MTB | M & T BK CORP | $32.02万 | 0.01% | 1,345 | 1,345 | — | $32.02万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $31.48万 | 0.01% | 8,262 | 8,262 | — | $31.48万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $31.46万 | 0.01% | 3,241 | 3,241 | — | $31.46万 | 新建仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $31.43万 | 0.01% | 7,338 | 7,338 | — | $31.43万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.34万 | 0.01% | 6,946 | 6,946 | — | $31.34万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $31.32万 | 0.01% | 14,663 | -335 | -2.2% | -$7,156 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.18万 | 0.01% | 1,193 | 1,193 | — | $31.18万 | 新建仓 |
| SSRM | SSR MINING IN | $31.12万 | 0.01% | 11,004 | 488 | 4.6% | $1.38万 | 加仓 |
| PPL | PPL CORP | $31.11万 | 0.01% | 8,558 | 609 | 7.7% | $2.21万 | 加仓 |
| HEZU | ISHARES TR | $31.09万 | 0.01% | 6,200 | -992 | -13.8% | -$4.98万 | 减仓 |
| FNV | FRANCO NEV CORP | $31.08万 | 0.01% | 1,491 | 1,491 | — | $31.08万 | 新建仓 |
| TIP | ISHARES TR | $31.07万 | 0.01% | 2,839 | 39 | 1.4% | $4,268 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $30.83万 | 0.01% | 1,717 | 78 | 4.8% | $1.40万 | 加仓 |
| ECL | ECOLAB INC | $30.82万 | 0.01% | 1,106 | 49 | 4.6% | $1.37万 | 加仓 |
| XYZ | BLOCK INC | $30.76万 | 0.01% | 4,048 | 4,048 | — | $30.76万 | 新建仓 |
| APA | APA CORPORATION | $30.72万 | 0.01% | 9,433 | 3,570 | 60.9% | $11.63万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $30.69万 | 0.01% | 2,887 | -53 | -1.8% | -$5,634 | 减仓 |
| ILCV | ISHARES TR | $30.62万 | 0.01% | 3,025 | 12 | 0.4% | $1,215 | 加仓 |
| UBS | UBS GROUP AG | $30.55万 | 0.01% | 6,164 | 6,164 | — | $30.55万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $30.53万 | 0.01% | 6,287 | 2,900 | 85.6% | $14.08万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $30.51万 | 0.01% | 1,334 | 1,334 | — | $30.51万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $30.50万 | 0.01% | 11,442 | 1,625 | 16.6% | $4.33万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $30.50万 | 0.01% | 3,344 | 3,344 | — | $30.50万 | 新建仓 |
| ICSH | ISHARES TR | $30.47万 | 0.01% | 6,023 | 6,023 | — | $30.47万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $30.39万 | 0.01% | 1,858 | -32 | -1.7% | -$5,233 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $30.34万 | 0.01% | 867 | 867 | — | $30.34万 | 新建仓 |
| SAM | BOSTON BEER INC | $30.17万 | 0.01% | 1,704 | 1,704 | — | $30.17万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $30.17万 | 0.01% | 741 | -83 | -10.1% | -$3.38万 | 减仓 |
| AGGY | WISDOMTREE TR | $30.14万 | 0.01% | 6,931 | -461 | -6.2% | -$2.00万 | 减仓 |
| VSEC | VSE CORP | $30.05万 | 0.01% | 1,315 | 1,315 | — | $30.05万 | 新建仓 |
| — | ANGEL OAK FUNDS TRUST | $30.01万 | 0.01% | 34,779 | 34,779 | — | $30.01万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.97万 | 0.01% | 7,265 | 1,705 | 30.7% | $7.03万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $29.95万 | 0.01% | 6,224 | -460 | -6.9% | -$2.21万 | 减仓 |
| COR | CENCORA INC | $29.91万 | 0.01% | 1,057 | -200 | -15.9% | -$5.66万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $29.41万 | 0.01% | 4,823 | 4,823 | — | $29.41万 | 新建仓 |
| KR | KROGER CO | $29.24万 | 0.01% | 5,265 | 5,265 | — | $29.24万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $29.17万 | 0.01% | 5,994 | 5,994 | — | $29.17万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $29.10万 | 0.01% | 860 | 860 | — | $29.10万 | 新建仓 |
| EWY | ISHARES INC | $29.09万 | 0.01% | 1,441 | 1,441 | — | $29.09万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $29.03万 | 0.01% | 6,403 | 6,403 | — | $29.03万 | 新建仓 |
| FE | FIRSTENERGY CORP | $28.81万 | 0.01% | 6,059 | -780 | -11.4% | -$3.71万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $28.76万 | 0.01% | 2,120 | 2,120 | — | $28.76万 | 新建仓 |
| SNPS | SYNOPSYS INC | $28.33万 | 0.01% | 635 | 9 | 1.4% | $4,015 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $28.17万 | 0.01% | 13,381 | 13,381 | — | $28.17万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $28.10万 | 0.01% | 6,337 | -575 | -8.3% | -$2.55万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $28.05万 | 0.01% | 2,996 | 2,996 | — | $28.05万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.00万 | 0.01% | 3,041 | -477 | -13.6% | -$4.39万 | 减仓 |
| ES | EVERSOURCE ENERGY | $27.99万 | 0.01% | 3,873 | -80 | -2.0% | -$5,781 | 减仓 |
| NRG | NRG ENERGY INC | $27.96万 | 0.01% | 1,914 | 281 | 17.2% | $4.11万 | 加仓 |
| EWJ | ISHARES INC | $27.95万 | 0.01% | 2,997 | 2,997 | — | $27.95万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.93万 | 0.01% | 2,431 | -158 | -6.1% | -$1.82万 | 减仓 |
| IDXX | IDEXX LABS INC | $27.90万 | 0.01% | 530 | -26 | -4.7% | -$1.37万 | 减仓 |
| EZU | ISHARES INC | $27.82万 | 0.01% | 4,003 | 4,003 | — | $27.82万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $27.79万 | 0.01% | 2,952 | 2,952 | — | $27.79万 | 新建仓 |
| MCHI | ISHARES TR | $27.73万 | 0.01% | 5,435 | 5,435 | — | $27.73万 | 新建仓 |
| SGVT | SCHWAB STRATEGIC TR | $27.68万 | 0.01% | 2,748 | 2,748 | — | $27.68万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $27.63万 | 0.01% | 3,316 | 3,316 | — | $27.63万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $27.61万 | 0.01% | 5,070 | 5,070 | — | $27.61万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $27.48万 | 0.01% | 3,215 | 3,215 | — | $27.48万 | 新建仓 |
| HLN | HALEON PLC | $27.48万 | 0.01% | 29,452 | -1,071 | -3.5% | -$9,993 | 减仓 |
| SAIA | SAIA INC | $27.38万 | 0.01% | 650 | 650 | — | $27.38万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $27.27万 | 0.01% | 9,327 | -1,896 | -16.9% | -$5.54万 | 减仓 |
| IYW | ISHARES TR | $27.24万 | 0.01% | 1,080 | -466 | -30.1% | -$11.75万 | 重新持有 |
| TWLO | TWILIO INC | $27.17万 | 0.01% | 1,317 | 1,317 | — | $27.17万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $26.96万 | 0.01% | 2,808 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $26.82万 | 0.01% | 9,758 | 2,076 | 27.0% | $5.71万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.01% | 2,317 | -698 | -23.2% | -$8.08万 | 减仓 |
| SCO | PROSHARES TR II | $26.70万 | 0.01% | 7,625 | 7,625 | — | $26.70万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $26.67万 | 0.01% | 1,013 | 1,013 | — | $26.67万 | 新建仓 |
| — | PROSHARES TR | $26.61万 | 0.01% | 3,257 | 3,257 | — | $26.61万 | 新建仓 |
| UL | UNILEVER PLC | $26.54万 | 0.01% | 4,415 | -67 | -1.5% | -$4,028 | 减仓 |
| SHLD | GLOBAL X FDS | $26.40万 | 0.01% | 4,421 | 1,342 | 43.6% | $8.01万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $26.22万 | 0.01% | 10,017 | 10,017 | — | $26.22万 | 新建仓 |
| EFX | EQUIFAX INC | $26.01万 | 0.01% | 1,639 | 316 | 23.9% | $5.02万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $26.00万 | 0.01% | 1,888 | 1,888 | — | $26.00万 | 新建仓 |
| STT | STATE STR CORP | $25.99万 | 0.01% | 1,532 | 1,532 | — | $25.99万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $25.83万 | 0.01% | 14,567 | -240 | -1.6% | -$4,255 | 减仓 |
| ROL | ROLLINS INC | $25.82万 | 0.01% | 6,187 | 2,259 | 57.5% | $9.43万 | 重新持有 |
| NOBL | PROSHARES TR | $25.81万 | 0.01% | 4,595 | 197 | 4.5% | $1.11万 | 加仓 |
| ABNB | AIRBNB INC | $25.74万 | 0.01% | 1,798 | -4,384 | -70.9% | -$62.75万 | 减仓 |
| ING | ING GROEP N.V. | $25.69万 | 0.01% | 8,188 | -5 | -0.1% | -$157 | 减仓 |
| WDAY | WORKDAY INC | $25.63万 | 0.01% | 2,094 | 256 | 13.9% | $3.13万 | 加仓 |
| CORP | PIMCO ETF TR | $25.63万 | 0.01% | 2,645 | 2,645 | — | $25.63万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $25.61万 | 0.01% | 2,253 | 2,253 | — | $25.61万 | 新建仓 |
| COWZ | PACER FDS TR | $25.52万 | 0.01% | 4,103 | 425 | 11.6% | $2.64万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.48万 | 0.01% | 5,739 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $25.48万 | 0.01% | 11,053 | 11,053 | — | $25.48万 | 新建仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $25.45万 | 0.01% | 8,680 | -481 | -5.3% | -$1.41万 | 减仓 |
| LII | LENNOX INTL INC | $25.45万 | 0.01% | 444 | 444 | — | $25.45万 | 新建仓 |