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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $8,994.30万 | 3.04% | 702,241 | 12,413 | 1.8% | $158.99万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,097.61万 | 2.40% | 795,696 | 147,874 | 22.8% | $1,319.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,060.37万 | 2.38% | 102,799 | 6,008 | 6.2% | $412.64万 | 加仓 |
| AAPL | APPLE INC | $5,705.40万 | 1.93% | 197,173 | 89,851 | 83.7% | $2,599.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,540.66万 | 1.87% | 276,909 | 94,819 | 52.1% | $1,897.23万 | 加仓 |
| IVV | ISHARES TR | $5,490.64万 | 1.85% | 73,317 | 20,551 | 38.9% | $1,539.04万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $5,316.86万 | 1.79% | 1,283,956 | 71,486 | 5.9% | $296.02万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,051.57万 | 1.37% | 461,034 | 46,393 | 11.2% | $407.70万 | 加仓 |
| GOOGL | ALPHABET INC | $3,893.79万 | 1.31% | 108,957 | 68,295 | 168.0% | $2,440.66万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,457.25万 | 1.17% | 358,301 | 73,619 | 25.9% | $710.35万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $3,452.84万 | 1.17% | 741,461 | 9,778 | 1.3% | $45.53万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,421.78万 | 1.15% | 380,366 | 8,945 | 2.4% | $80.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,199.07万 | 1.08% | 85,761 | 32,532 | 61.1% | $1,213.51万 | 加仓 |
| CAT | CATERPILLAR INC | $2,943.28万 | 0.99% | 27,639 | 23,563 | 578.1% | $2,509.23万 | 加仓 |
| AVGO | BROADCOM INC | $2,734.73万 | 0.92% | 72,395 | 35,816 | 97.9% | $1,352.95万 | 加仓 |
| AMZN | AMAZON COM INC | $2,657.30万 | 0.90% | 111,492 | 40,226 | 56.4% | $958.75万 | 加仓 |
| TLT | ISHARES TR | $2,481.57万 | 0.84% | 287,153 | 4,241 | 1.5% | $36.65万 | 加仓 |
| SCNM | STERLING CAP FDS | $2,449.42万 | 0.83% | 973,736 | 939,321 | 2,729.4% | $2,362.85万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,417.58万 | 0.82% | 479,774 | 228,365 | 90.8% | $1,150.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,287.13万 | 0.77% | 24,449 | 15,117 | 162.0% | $1,414.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,163.42万 | 0.73% | 487,697 | 43,104 | 9.7% | $191.21万 | 加仓 |
| TSLA | TESLA INC | $2,147.42万 | 0.72% | 51,056 | 22,326 | 77.7% | $939.03万 | 加仓 |
| WMT | WALMART INC | $2,085.33万 | 0.70% | 184,119 | 134,621 | 272.0% | $1,524.71万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,060.16万 | 0.70% | 173,137 | 147,285 | 569.7% | $1,752.55万 | 加仓 |
| ABBV | ABBVIE INC | $2,055.44万 | 0.69% | 81,682 | 38,842 | 90.7% | $977.42万 | 加仓 |
| IEMG | ISHARES INC | $2,027.32万 | 0.68% | 244,727 | -18,955 | -7.2% | -$157.02万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,978.16万 | 0.67% | 290,863 | 163,839 | 129.0% | $1,114.27万 | 加仓 |
| IWY | ISHARES TR | $1,913.39万 | 0.65% | 65,838 | 1,700 | 2.7% | $49.41万 | 加仓 |
| IUSB | ISHARES TR | $1,846.78万 | 0.62% | 400,169 | 126,182 | 46.1% | $582.33万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,835.49万 | 0.62% | 301,939 | 254,375 | 534.8% | $1,546.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,817.46万 | 0.61% | 24,680 | 15,362 | 164.9% | $1,131.27万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,772.97万 | 0.60% | 142,111 | 10,282 | 7.8% | $128.28万 | 加仓 |
| RTX | RTX CORPORATION | $1,766.37万 | 0.60% | 93,099 | 72,496 | 351.9% | $1,375.47万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,740.27万 | 0.59% | 195,142 | 26,734 | 15.9% | $238.41万 | 加仓 |
| GOOG | ALPHABET INC | $1,690.10万 | 0.57% | 47,833 | 15,021 | 45.8% | $530.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,686.39万 | 0.57% | 498,343 | 106,718 | 27.3% | $361.13万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,644.98万 | 0.56% | 224,294 | 6,346 | 2.9% | $46.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,623.37万 | 0.55% | 16,051 | 13,867 | 634.9% | $1,402.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,609.83万 | 0.54% | 49,181 | 13,781 | 38.9% | $451.09万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $1,606.19万 | 0.54% | 361,672 | 44,989 | 14.2% | $199.80万 | 加仓 |
| — | CAPITOL SER TR | $1,599.93万 | 0.54% | 639,079 | 639,079 | — | $1,599.93万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $1,582.63万 | 0.53% | 83,069 | 50,624 | 156.0% | $964.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,553.18万 | 0.52% | 26,737 | -6,144 | -18.7% | -$356.91万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,511.75万 | 0.51% | 290,108 | 38,134 | 15.1% | $198.72万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,490.82万 | 0.50% | 319,712 | 22,506 | 7.6% | $104.95万 | 加仓 |
| META | META PLATFORMS INC | $1,439.45万 | 0.49% | 25,554 | 6,306 | 32.8% | $355.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,416.58万 | 0.48% | 20,058 | 13,551 | 208.3% | $957.03万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,393.43万 | 0.47% | 546,014 | 15,076 | 2.8% | $38.47万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,362.90万 | 0.46% | 82,222 | 53,047 | 181.8% | $879.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,360.98万 | 0.46% | 86,122 | 22,489 | 35.3% | $355.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,351.02万 | 0.46% | 53,196 | 21,844 | 69.7% | $554.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,350.15万 | 0.46% | 31,158 | -388 | -1.2% | -$16.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,316.16万 | 0.44% | 31,667 | 19,330 | 156.7% | $803.41万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,315.37万 | 0.44% | 266,917 | 225,208 | 540.0% | $1,109.82万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,283.25万 | 0.43% | 348,047 | 348,047 | — | $1,283.25万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $1,267.15万 | 0.43% | 37,462 | 35,291 | 1,625.6% | $1,193.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,254.70万 | 0.42% | 296,339 | 213,722 | 258.7% | $904.90万 | 加仓 |
| — | EXXON MOBIL CORP | $1,239.76万 | 0.42% | 90,679 | 40,523 | 80.8% | $554.03万 | 加仓 |
| IWX | ISHARES TR | $1,226.52万 | 0.41% | 116,634 | 8,300 | 7.7% | $87.28万 | 加仓 |
| IVW | ISHARES TR | $1,222.33万 | 0.41% | 88,877 | 17,656 | 24.8% | $242.82万 | 加仓 |
| LLY | ELI LILLY & CO | $1,162.68万 | 0.39% | 9,693 | 2,019 | 26.3% | $242.18万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,162.18万 | 0.39% | 51,964 | 49,702 | 2,197.3% | $1,111.59万 | 加仓 |
| CSCO | CISCO SYS INC | $1,125.56万 | 0.38% | 95,826 | 26,951 | 39.1% | $316.56万 | 加仓 |
| C | CITIGROUP INC | $1,106.47万 | 0.37% | 86,109 | 77,104 | 856.2% | $990.76万 | 加仓 |
| EFG | ISHARES TR | $1,077.06万 | 0.36% | 86,566 | 6,936 | 8.7% | $86.30万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,043.36万 | 0.35% | 195,021 | 188,505 | 2,893.0% | $1,008.50万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,010.99万 | 0.34% | 277,136 | -2,830 | -1.0% | -$10.32万 | 减仓 |
| SBND | COLUMBIA ETF TR I | $980.10万 | 0.33% | 521,467 | 521,467 | — | $980.10万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $962.27万 | 0.32% | 185,837 | 60,469 | 48.2% | $313.11万 | 加仓 |
| EFV | ISHARES TR | $959.54万 | 0.32% | 125,349 | -40,250 | -24.3% | -$308.11万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $949.41万 | 0.32% | 319,453 | 37 | 0.0% | $1,100 | 加仓 |
| PG | PROCTER & GAMBLE CO | $942.79万 | 0.32% | 64,292 | 11,497 | 21.8% | $168.59万 | 加仓 |
| IVE | ISHARES TR | $935.07万 | 0.32% | 41,182 | 1,065 | 2.7% | $24.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $934.94万 | 0.32% | 8,100 | 3,125 | 62.8% | $360.70万 | 加仓 |
| HAL | HALLIBURTON CO | $885.08万 | 0.30% | 260,700 | 255,286 | 4,715.3% | $866.70万 | 加仓 |
| MUB | ISHARES TR | $868.80万 | 0.29% | 80,728 | -535 | -0.7% | -$5.76万 | 减仓 |
| USIG | ISHARES TR | $867.26万 | 0.29% | 169,089 | 9,212 | 5.8% | $47.25万 | 加仓 |
| IDEV | ISHARES TR | $864.26万 | 0.29% | 97,096 | -5,451 | -5.3% | -$48.52万 | 减仓 |
| V | VISA INC | $855.53万 | 0.29% | 24,936 | 5,453 | 28.0% | $187.09万 | 加仓 |
| AGG | ISHARES TR | $853.58万 | 0.29% | 86,237 | 33,128 | 62.4% | $327.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $844.30万 | 0.28% | 157,489 | 87,983 | 126.6% | $471.68万 | 加仓 |
| AGEM | ABRDN FDS | $839.79万 | 0.28% | 170,066 | -13,127 | -7.2% | -$64.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $835.32万 | 0.28% | 29,704 | 12,161 | 69.3% | $341.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $827.92万 | 0.28% | 16,545 | 2,974 | 21.9% | $148.82万 | 加仓 |
| CAIE | CALAMOS ETF TR | $826.23万 | 0.28% | 303,648 | 276,627 | 1,023.7% | $752.70万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $815.29万 | 0.28% | 135,229 | 135,229 | — | $815.29万 | 新建仓 |
| DE | DEERE & CO | $811.80万 | 0.27% | 12,797 | 10,735 | 520.6% | $680.99万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $807.14万 | 0.27% | 176,424 | 176,424 | — | $807.14万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $789.89万 | 0.27% | 210,886 | 13,305 | 6.7% | $49.83万 | 加仓 |
| TJX | TJX COS INC NEW | $757.53万 | 0.26% | 50,002 | 45,332 | 970.7% | $686.78万 | 加仓 |
| NFLX | NETFLIX INC. | $744.46万 | 0.25% | 104,267 | 43,465 | 71.5% | $310.34万 | 加仓 |
| ORCL | ORACLE CORP | $740.74万 | 0.25% | 50,546 | 21,075 | 71.5% | $308.85万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $740.71万 | 0.25% | 98,814 | 11,687 | 13.4% | $87.61万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $728.61万 | 0.25% | 168,894 | 24,786 | 17.2% | $106.93万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $726.14万 | 0.25% | 155,031 | 155,031 | — | $726.14万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $714.52万 | 0.24% | 119,626 | -6,580 | -5.2% | -$39.30万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $710.45万 | 0.24% | 105,659 | 41,816 | 65.5% | $281.17万 | 加仓 |
| IJR | ISHARES TR | $693.49万 | 0.23% | 46,759 | 10,602 | 29.3% | $157.24万 | 加仓 |
| KO | COCA COLA CO | $686.51万 | 0.23% | 84,473 | 15,186 | 21.9% | $123.42万 | 加仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $686.26万 | 0.23% | 170,527 | 11,941 | 7.5% | $48.05万 | 加仓 |