Simplicity Wealth,LLC
SUMMIT NJ · SEC CIK 0001913243
$17.65亿2026Q1 申报市值
748持仓数
24.3%前十大占比 · 第一大 4.3%
85 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$590.10万
SPYM 加仓+$588.16万
GOVT 加仓+$395.34万
TLT 加仓+$346.92万
JHMD 加仓+$322.61万
2026Q1 卖出最多 按季末市值估算
SMMD 重新持有-$1,269.91万
OEF 减仓-$424.08万
SCHX 减仓-$265.10万
VGSH 减仓-$160.39万
IAU 减仓-$144.96万
2026Q1 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 | $7,669.51万 | 4.35% | 689,828 | -9,127 | -1.3% | -$101.47万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,783.75万 | 3.28% | 96,791 | 1,742 | 1.8% | $104.09万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,496.12万 | 3.11% | 647,822 | 31,737 | 5.2% | $269.26万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $5,036.60万 | 2.85% | 1,212,470 | 52,097 | 4.5% | $216.41万 | 加仓 |
| IVV | ISHARES TR | $3,446.70万 | 1.95% | 52,766 | 9,034 | 20.7% | $590.10万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $3,424.28万 | 1.94% | 731,683 | 65,552 | 9.8% | $306.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,175.66万 | 1.80% | 182,090 | 4,625 | 2.6% | $80.66万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,173.66万 | 1.80% | 414,641 | 76,843 | 22.7% | $588.16万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $2,880.37万 | 1.63% | 371,421 | -2,654 | -0.7% | -$20.58万 | 减仓 |
| AAPL | APPLE INC | $2,723.71万 | 1.54% | 107,322 | 5,018 | 4.9% | $127.35万 | 加仓 |
| TLT | ISHARES TR | $2,452.56万 | 1.39% | 282,912 | 40,018 | 16.5% | $346.92万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,293.96万 | 1.30% | 284,682 | 36,007 | 14.5% | $290.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,970.38万 | 1.12% | 53,229 | 4,757 | 9.8% | $176.09万 | 加仓 |
| IEMG | ISHARES INC | $1,839.18万 | 1.04% | 263,682 | 7,156 | 2.8% | $49.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,727.69万 | 0.98% | 444,593 | -22,141 | -4.7% | -$86.04万 | 减仓 |
| IWY | ISHARES TR | $1,596.00万 | 0.90% | 64,138 | 4,558 | 7.7% | $113.42万 | 加仓 |
| AMZN | AMAZON COM INC | $1,484.26万 | 0.84% | 71,266 | 7,500 | 11.8% | $156.20万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,456.32万 | 0.83% | 131,829 | -1,390 | -1.0% | -$15.36万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,360.26万 | 0.77% | 530,938 | 119,317 | 29.0% | $305.69万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,357.81万 | 0.77% | 217,948 | -893 | -0.4% | -$5.56万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $1,341.79万 | 0.76% | 316,683 | 76,140 | 31.7% | $322.61万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,318.13万 | 0.75% | 168,408 | 39,828 | 31.0% | $311.73万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,303.78万 | 0.74% | 251,974 | -2,301 | -0.9% | -$11.91万 | 减仓 |
| IUSB | ISHARES TR | $1,265.54万 | 0.72% | 273,987 | 18,670 | 7.3% | $86.24万 | 加仓 |
| EFV | ISHARES TR | $1,231.22万 | 0.70% | 165,599 | 5,988 | 3.8% | $44.52万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,221.22万 | 0.69% | 297,206 | -21,253 | -6.7% | -$87.33万 | 减仓 |
| GOOGL | ALPHABET INC | $1,169.26万 | 0.66% | 40,662 | 4,953 | 13.9% | $142.43万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,147.68万 | 0.65% | 251,409 | 45,113 | 21.9% | $205.94万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,140.80万 | 0.65% | 391,625 | 48,999 | 14.3% | $142.73万 | 加仓 |
| AVGO | BROADCOM INC | $1,132.16万 | 0.64% | 36,579 | 4,905 | 15.5% | $151.81万 | 加仓 |
| META | META PLATFORMS INC | $1,101.23万 | 0.62% | 19,248 | 2,240 | 13.2% | $128.16万 | 加仓 |
| TSLA | TESLA INC | $1,068.04万 | 0.61% | 28,730 | 2,619 | 10.0% | $97.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,041.33万 | 0.59% | 35,400 | 2,307 | 7.0% | $67.86万 | 加仓 |
| IWX | ISHARES TR | $1,003.93万 | 0.57% | 108,334 | 9,925 | 10.1% | $91.98万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $942.40万 | 0.53% | 63,633 | 2,633 | 4.3% | $38.99万 | 加仓 |
| GOOG | ALPHABET INC | $941.24万 | 0.53% | 32,812 | 3,340 | 11.3% | $95.81万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $932.29万 | 0.53% | 279,966 | 23,742 | 9.3% | $79.06万 | 加仓 |
| ABBV | ABBVIE INC | $931.74万 | 0.53% | 42,840 | 11,328 | 35.9% | $246.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $929.83万 | 0.53% | 9,332 | -1,320 | -12.4% | -$131.52万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $894.36万 | 0.51% | 319,416 | 19,998 | 6.7% | $55.99万 | 加仓 |
| EFG | ISHARES TR | $886.84万 | 0.50% | 79,630 | 25,186 | 46.3% | $280.50万 | 加仓 |
| MUB | ISHARES TR | $862.61万 | 0.49% | 81,263 | 2,850 | 3.6% | $30.25万 | 加仓 |
| IDEV | ISHARES TR | $856.99万 | 0.49% | 102,547 | -1,432 | -1.4% | -$11.97万 | 减仓 |
| — | EXXON MOBIL CORP | $850.95万 | 0.48% | 50,156 | 5,045 | 11.2% | $85.59万 | 加仓 |
| IVE | ISHARES TR | $847.07万 | 0.48% | 40,117 | 688 | 1.7% | $14.53万 | 加仓 |
| USIG | ISHARES TR | $819.05万 | 0.46% | 159,877 | 9,535 | 6.3% | $48.85万 | 加仓 |
| BIL | SPDR SERIES TRUST | $811.41万 | 0.46% | 88,543 | 121 | 0.1% | $1.11万 | 加仓 |
| IVW | ISHARES TR | $805.58万 | 0.46% | 71,221 | 5,145 | 7.8% | $58.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $766.35万 | 0.43% | 31,352 | 928 | 3.1% | $22.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $762.58万 | 0.43% | 52,795 | 4,840 | 10.1% | $69.91万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $754.46万 | 0.43% | 126,206 | -13,538 | -9.7% | -$80.93万 | 减仓 |
| AGEM | ABRDN FDS | $743.10万 | 0.42% | 183,193 | -2,809 | -1.5% | -$11.39万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $739.03万 | 0.42% | 127,024 | -4,048 | -3.1% | -$23.55万 | 减仓 |
| LLY | ELI LILLY & CO | $705.82万 | 0.40% | 7,674 | 431 | 6.0% | $39.64万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $674.02万 | 0.38% | 31,546 | 557 | 1.8% | $11.90万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $669.72万 | 0.38% | 197,581 | -26,216 | -11.7% | -$88.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $668.90万 | 0.38% | 32,881 | 907 | 2.8% | $18.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $650.34万 | 0.37% | 13,571 | 1,536 | 12.8% | $73.61万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $636.03万 | 0.36% | 63,692 | -8,684 | -12.0% | -$86.72万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $619.23万 | 0.35% | 303,398 | 4,243 | 1.4% | $8.66万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $615.26万 | 0.35% | 85,631 | -1,032 | -1.2% | -$7.41万 | 减仓 |
| WMT | WALMART INC | $615.17万 | 0.35% | 49,498 | -6,625 | -11.8% | -$82.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $603.63万 | 0.34% | 29,175 | 3,877 | 15.3% | $80.21万 | 加仓 |
| V | VISA INC | $588.84万 | 0.33% | 19,483 | -560 | -2.8% | -$16.93万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $588.10万 | 0.33% | 125,368 | 24,043 | 23.7% | $112.79万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $584.80万 | 0.33% | 87,127 | 20,741 | 31.2% | $139.21万 | 加仓 |
| NFLX | NETFLIX INC. | $584.61万 | 0.33% | 60,802 | 6,282 | 11.5% | $60.40万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $568.22万 | 0.32% | 144,108 | 58,378 | 68.1% | $230.18万 | 加仓 |
| IWS | ISHARES TR | $563.04万 | 0.32% | 38,633 | 2,171 | 6.0% | $31.64万 | 加仓 |
| GOVT | ISHARES TR | $550.10万 | 0.31% | 240,115 | 172,561 | 255.4% | $395.34万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $547.63万 | 0.31% | 113,007 | -2,547 | -2.2% | -$12.34万 | 减仓 |
| HD | HOME DEPOT INC | $547.51万 | 0.31% | 16,647 | 1,629 | 10.8% | $53.58万 | 加仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $543.28万 | 0.31% | 158,586 | 34,585 | 27.9% | $118.48万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $543.05万 | 0.31% | 141,937 | 8,658 | 6.5% | $33.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $537.84万 | 0.30% | 9,318 | -1,600 | -14.7% | -$92.35万 | 减仓 |
| CSCO | CISCO SYS INC | $534.41万 | 0.30% | 68,875 | 4,316 | 6.7% | $33.49万 | 加仓 |
| MRK | MERCK & CO INC | $532.38万 | 0.30% | 44,258 | 2,528 | 6.1% | $30.41万 | 加仓 |
| AGG | ISHARES TR | $527.21万 | 0.30% | 53,109 | 18,832 | 54.9% | $186.95万 | 加仓 |
| KO | COCA COLA CO | $526.93万 | 0.30% | 69,287 | -1,563 | -2.2% | -$11.89万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $522.24万 | 0.30% | 111,234 | 4,454 | 4.2% | $20.91万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $518.36万 | 0.29% | 108,261 | 21,798 | 25.2% | $104.37万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $512.75万 | 0.29% | 69,630 | 11,322 | 19.4% | $83.38万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $496.96万 | 0.28% | 66,174 | 3,564 | 5.7% | $26.77万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $491.73万 | 0.28% | 111,705 | -36 | -0.0% | -$1,585 | 减仓 |
| BAC | BANK AMERICA CORP | $462.80万 | 0.26% | 94,934 | 5,401 | 6.0% | $26.33万 | 加仓 |
| MBB | ISHARES TR | $461.94万 | 0.26% | 48,651 | 4,063 | 9.1% | $38.58万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $460.80万 | 0.26% | 77,381 | 20,570 | 36.2% | $122.49万 | 加仓 |
| IJR | ISHARES TR | $449.47万 | 0.25% | 36,157 | -988 | -2.7% | -$12.28万 | 减仓 |
| ORCL | ORACLE CORP | $433.55万 | 0.25% | 29,471 | 4,121 | 16.3% | $60.62万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $433.29万 | 0.25% | 96,180 | -9,016 | -8.6% | -$40.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $431.19万 | 0.24% | 32,445 | 1,138 | 3.6% | $15.12万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $429.65万 | 0.24% | 71,633 | -665 | -0.9% | -$3.99万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $426.97万 | 0.24% | 59,624 | 3,717 | 6.6% | $26.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $425.22万 | 0.24% | 17,543 | 3,578 | 25.6% | $86.73万 | 加仓 |
| WFC | WELLS FARGO & CO | $422.41万 | 0.24% | 53,059 | -388 | -0.7% | -$3.09万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $419.38万 | 0.24% | 63,843 | 5,776 | 9.9% | $37.94万 | 加仓 |
| IWF | ISHARES TR | $417.05万 | 0.24% | 9,781 | 215 | 2.2% | $9.17万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $414.73万 | 0.24% | 82,617 | 9,694 | 13.3% | $48.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $407.21万 | 0.23% | 27,838 | 4,124 | 17.4% | $60.32万 | 加仓 |
| QUAL | ISHARES TR | $399.69万 | 0.23% | 20,838 | 2,331 | 12.6% | $44.71万 | 加仓 |