13FBOX
Simplicity Wealth,LLC · 13F 持仓分析
期权收益计算器 机构排行

Simplicity Wealth,LLC

No.1376 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$29.64亿
环比变动 Q1 2026
+$12.00亿+68.0%
持仓股票数
1022
新买入
306
加仓
525
减仓
180
清仓
32
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
A美国世纪ETF信托AVUS
3.03%4.35%$8,994.3万70.2万股$7,669.5万69.0万股+1.2万股+1.80%加仓
AVANTIS INTLNGG
2.39%3.11%$7,097.6万79.6万股$5,496.1万64.8万股+14.8万股+22.83%加仓
V先锋领航指数基金VOO
2.38%3.28%$7,060.4万10.3万股$5,783.8万9.7万股+6,008股+6.21%加仓
苹果AAPL
1.92%1.54%$5,705.4万19.7万股$2,723.7万10.7万股+9.0万股+83.72%加仓
英伟达NVDA
1.87%1.8%$5,540.7万27.7万股$3,175.7万18.2万股+9.5万股+52.07%加仓
IiShares安硕信托IVV
1.85%1.95%$5,490.6万7.3万股$3,446.7万5.3万股+2.1万股+38.95%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
1.79%2.85%$5,316.9万128.4万股$5,036.6万121.2万股+7.1万股+5.90%加仓
S道富SPYM
1.37%1.8%$4,051.6万46.1万股$3,173.7万41.5万股+4.6万股+11.19%加仓
谷歌AGOOGL
1.31%0.66%$3,893.8万10.9万股$1,169.3万4.1万股+6.8万股+167.96%加仓
A美国世纪ETF信托AVEM
1.17%1.3%$3,457.3万35.8万股$2,294.0万28.5万股+7.4万股+25.86%加仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
1.16%1.94%$3,452.8万74.1万股$3,424.3万73.2万股+9,778股+1.34%加仓
A美国世纪ETF信托AVLC
1.15%1.63%$3,421.8万38.0万股$2,880.4万37.1万股+8,945股+2.41%加仓
微软MSFT
1.08%1.12%$3,199.1万8.6万股$1,970.4万5.3万股+3.3万股+61.12%加仓
卡特彼勒CAT
0.99%0.16%$2,943.3万2.8万股$288.8万4,076股+2.4万股+578.09%加仓
博通AVGO
0.92%0.64%$2,734.7万7.2万股$1,132.2万3.7万股+3.6万股+97.91%加仓
亚马逊AMZN
0.9%0.84%$2,657.3万11.1万股$1,484.3万7.1万股+4.0万股+56.44%加仓
IiShares安硕信托TLT
0.84%1.39%$2,481.6万28.7万股$2,452.6万28.3万股+4,241股+1.50%加仓
SSTERLING CAP FDSSCNM
0.83%0.05%$2,449.4万97.4万股$85.6万3.4万股+93.9万股+2,729.39%加仓
SSPDR道富指数基金SPDW
0.82%0.65%$2,417.6万48.0万股$1,147.7万25.1万股+22.8万股+90.83%加仓
好市多COST
0.77%0.53%$2,287.1万2.4万股$929.8万9,332股+1.5万股+161.99%加仓
DDimensional维度ETF信托DFAC
0.73%0.98%$2,163.4万48.8万股$1,727.7万44.5万股+4.3万股+9.70%加仓
特斯拉TSLA
0.72%0.61%$2,147.4万5.1万股$1,068.0万2.9万股+2.2万股+77.71%加仓
沃尔玛WMT
0.7%0.35%$2,085.3万18.4万股$615.2万4.9万股+13.5万股+271.97%加仓
SSPDR道富系列信托SPYG
0.7%0.14%$2,060.2万17.3万股$253.1万2.6万股+14.7万股+569.72%加仓
艾伯维ABBV
0.69%0.53%$2,055.4万8.2万股$931.7万4.3万股+3.9万股+90.67%加仓
IiShares安硕IEMG
0.68%1.04%$2,027.3万24.5万股$1,839.2万26.4万股-1.9万股-7.19%减仓
B贝莱德ETF信托DYNF
0.67%0.42%$1,978.2万29.1万股$739.0万12.7万股+16.4万股+128.98%加仓
IiShares安硕信托IWY
0.65%0.9%$1,913.4万6.6万股$1,596.0万6.4万股+1,700股+2.65%加仓
IiShares安硕信托IUSB
0.62%0.72%$1,846.8万40.0万股$1,265.5万27.4万股+12.6万股+46.05%加仓
S道富SPYV
0.62%0.15%$1,835.5万30.2万股$269.1万4.8万股+25.4万股+534.81%加仓
I景顺QQQ信托VOO
0.61%0.3%$1,817.5万2.5万股$537.8万9,318股+1.5万股+164.86%加仓
AAvantis·U SAVUV
0.6%0.83%$1,773.0万14.2万股$1,456.3万13.2万股+1.0万股+7.80%加仓
雷神技术RTX
0.6%0.23%$1,766.4万9.3万股$397.4万2.1万股+7.2万股+351.87%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHML
0.59%0.75%$1,740.3万19.5万股$1,318.1万16.8万股+2.7万股+15.87%加仓
AAlphabet Inc Class CGOOG
0.57%0.53%$1,690.1万4.8万股$941.2万3.3万股+1.5万股+45.78%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.57%0.65%$1,686.4万49.8万股$1,140.8万39.2万股+10.7万股+27.25%加仓
A美国世纪ETF信托AVSC
0.55%0.77%$1,645.0万22.4万股$1,357.8万21.8万股+6,346股+2.91%加仓
高盛GS
0.55%0.1%$1,623.4万1.6万股$184.8万2,184股+1.4万股+634.94%加仓
摩根大通JPM
0.54%0.59%$1,609.8万4.9万股$1,041.3万3.5万股+1.4万股+38.93%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHMD
0.54%0.76%$1,606.2万36.2万股$1,341.8万31.7万股+4.5万股+14.21%加仓
CCAPITOL SER TRSCEC
0.54%$1,599.9万63.9万股$00股+63.9万股新买入
SSPDR行业精选信托XLK
0.53%0.24%$1,582.6万8.3万股$431.2万3.2万股+5.1万股+156.03%加仓
AMD超威AMD
0.52%0.38%$1,553.2万2.7万股$668.9万3.3万股-6,144股-18.69%减仓
DDimensional维度ETF信托DFSB
0.51%0.74%$1,511.8万29.0万股$1,303.8万25.2万股+3.8万股+15.13%加仓
DDimensional维度ETF信托DFSU
0.5%0.69%$1,490.8万32.0万股$1,221.2万29.7万股+2.3万股+7.57%加仓
Meta平台META
0.49%0.62%$1,439.5万2.6万股$1,101.2万1.9万股+6,306股+32.76%加仓
SSPDR标普500 ETFSPY
0.48%0.21%$1,416.6万2.0万股$365.4万6,507股+1.4万股+208.25%加仓
S道富SPAB
0.47%0.77%$1,393.4万54.6万股$1,360.3万53.1万股+1.5万股+2.84%加仓
雪佛龙CVX
0.46%0.34%$1,362.9万8.2万股$603.6万2.9万股+5.3万股+181.82%加仓
V先锋领航白厅基金VYM
0.46%0.53%$1,361.0万8.6万股$942.4万6.4万股+2.2万股+35.34%加仓

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