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Simplicity Wealth,LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Simplicity Wealth,LLC
报告期 2026-03-31 · CIK 0001913243
持仓数
748
前50大市值合计
$906.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 63
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$33.0M
1,042,340
+5661%
增持
TLH
ISHARES TR
+$30.2M
299,352
+5323%
减持
AAPL
APPLE INC
+$22.0M
644,698
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NVDA
NVIDIA CORPORATION
+$19.4M
679,698
+850%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$17.5M
336,453
建仓
DFGP
DIMENSIONAL ETF TRUST
+$15.5M
292,168
建仓
DFEM
DIMENSIONAL ETF TRUST
+$14.2M
531,274
建仓
DFIC
DIMENSIONAL ETF TRUST
+$13.1M
497,491
建仓
DFGR
DIMENSIONAL ETF TRUST
+$12.6M
503,917
增持
VV
VANGUARD INDEX FDS
+$10.8M
602,079
+3%
增持
MRK
MERCK & CO INC
+$10.4M
191,207
+90%
减持
VOO
VANGUARD INDEX FDS
-$9.8M
110,986
-18%
减持
SGOV
ISHARES TR
-$9.5M
532,789
-15%
减持
IWY
ISHARES TR
-$9.1M
58,955
-47%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$8.8M
275,862
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.2M
16,461
-73%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$7.9M
5,821,531
-2%
减持
QQQ
INVESCO QQQ TR
-$7.9M
81,598
-24%
减持
ARKK
ARK ETF TR
-$7.4M
42,593
-77%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.7M
43,719
+39%
清仓
BRLN
BLACKROCK ETF TRUST II
-$6.6M
0
-100%
减持
LLY
ELI LILLY & CO
+$6.4M
51,598
-0%
减持
IWB
ISHARES TR
-$6.4M
24,018
-49%
减持
IWX
ISHARES TR
-$6.3M
99,953
-45%
减持
MSFT
MICROSOFT CORP
+$6.3M
256,221
-0%
增持
GOOG
ALPHABET INC
+$6.2M
190,921
+1%
建仓
DISV
DIMENSIONAL ETF TRUST
+$6.2M
229,752
增持
GOOGL
ALPHABET INC
+$6.0M
163,814
+4%
减持
SHY
ISHARES TR
-$5.7M
643,750
-10%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.5M
67,148
+986%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$5.5M
208,733
清仓
INDA
ISHARES TR
-$5.5M
0
-100%
减持
SLV
ISHARES SILVER TR
+$4.8M
1,363,798
-17%
增持
EFA
ISHARES TR
+$4.7M
167,128
+59%
增持
AVGO
BROADCOM INC
+$4.7M
15,994
+1%
减持
IWM
ISHARES TR
-$4.7M
38,417
-35%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$4.3M
108,812
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$4.3M
26,811
-82%
减持
IWS
ISHARES TR
-$3.8M
80,054
-26%
减持
XLY
SELECT SECTOR SPDR TR
-$3.8M
6,486
-76%
增持
USHY
ISHARES TR
+$3.7M
177,489
+139%
减持
HUM
HUMANA INC
-$3.7M
1,604
-87%
减持
XLP
SELECT SECTOR SPDR TR
-$3.7M
5,778
-89%
减持
XLK
SELECT SECTOR SPDR TR
-$3.6M
20,345
-48%
减持
EFV
ISHARES TR
-$3.6M
130,134
-33%
建仓
NCNO
NCINO INC
+$3.5M
112,234
减持
XLI
SELECT SECTOR SPDR TR
-$3.5M
8,883
-75%
减持
IEMG
ISHARES INC
-$3.4M
185,053
-28%
减持
ZTS
ZOETIS INC
-$3.3M
38,262
-35%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.3M
458,258
+29%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.2M
506,492
+4%
清仓
—
APARTMENT INCOME REIT CORP
-$3.2M
0
-100%
减持
PPLI
IAC INC
-$3.1M
33,114
-62%
减持
AMZN
AMAZON COM INC
+$3.1M
309,027
-2%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.1M
86,039
+798%
增持
VTIP
VANGUARD MALVERN FDS
+$3.0M
709,480
+8%
增持
GTO
POWERSHARES ACTIVELY MANAGED
+$2.9M
86,668
+269%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$2.9M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$2.9M
377,659
+7%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$2.7M
130,012
-31%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.7M
291,530
+1%
减持
THC
TENET HEALTHCARE CORP
+$2.5M
98,416
-2%
增持
IUSB
ISHARES TR
+$2.5M
351,826
+19%
清仓
VIRT
VIRTU FINL INC
-$2.5M
0
-100%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$2.4M
131,339
+213%
减持
ITOT
ISHARES TR
-$2.4M
1,962
-92%
减持
MTCH
MATCH GROUP INC NEW
-$2.4M
28,116
-69%
减持
UGI
UGI CORP NEW
-$2.4M
9,405
-91%
增持
DIS
DISNEY WALT CO
-$2.4M
124,140
+3%
增持
PM
PHILIP MORRIS INTL INC
+$2.3M
95,576
+19%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.3M
292,957
-0%
增持
META
META PLATFORMS INC
+$2.3M
70,496
+3%
减持
USIG
ISHARES TR
-$2.3M
108,461
-29%
减持
NVO
NOVO-NORDISK A S
-$2.2M
123,440
-20%
增持
AVSF
AMERICAN CENTY ETF TR
+$2.2M
55,073
+653%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$2.2M
15,292
-59%
建仓
UDR
UDR INC
+$2.1M
51,895
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$2.1M
106,070
+416%
增持
JPM
JPMORGAN CHASE & CO.
+$2.1M
115,067
+9%
减持
URNM
SPROTT FDS TR
-$2.1M
86,740
-33%
减持
INTC
INTEL CORP
-$2.0M
130,486
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.0M
42,454
+7%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.9M
16,580
-57%
增持
AMAT
APPLIED MATLS INC
+$1.9M
32,765
+16%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.9M
33,608
+962%
增持
BP
BP PLC
+$1.9M
235,474
+34%
增持
IVW
ISHARES TR
+$1.9M
150,287
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
37,880
-40%
减持
IWP
ISHARES TR
-$1.8M
58,068
-19%
减持
VTEB
VANGUARD MUN BD FDS
-$1.7M
1,413,271
-1%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
11,377
+5%
增持
—
ACCENTURE PLC IRELAND
+$1.7M
24,870
+49%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.7M
243,757
-11%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$1.7M
0
-100%
增持
IBIT
ISHARES BITCOIN TR
+$1.7M
121,316
+101%
增持
GLD
SPDR GOLD TR
+$1.7M
124,455
+2%
减持
IQV
IQVIA HLDGS INC
-$1.7M
40,165
-0%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$1.6M
59,040
-22%
增持
—
APELLIS PHARMACEUTICALS INC
-$1.6M
78,746
+1%
增持
XCEM
COLUMBIA ETF TR II
+$1.6M
118,786
+65%
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$1.5M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.5M
42,375
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
173,355
-8%
增持
JNJ
JOHNSON & JOHNSON
-$1.5M
130,007
+0%
减持
TSLA
TESLA INC
+$1.5M
90,583
-3%
清仓
BIBL
NORTHERN LTS FD TR IV
-$1.5M
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.5M
3,820,178
-2%
建仓
HYD
VANECK ETF TRUST
+$1.5M
28,371
减持
IWF
ISHARES TR
-$1.4M
39,076
-16%
减持
USRT
ISHARES TR
-$1.4M
10,812
-71%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
24,720
+9%
增持
SPTS
SPDR SER TR
+$1.4M
92,461
+110%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.4M
18,892
+346%
增持
—
EXXON MOBIL CORP
+$1.3M
133,429
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
28,146
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
65,897
-2%
增持
ABBV
ABBVIE INC
+$1.3M
134,535
+11%
增持
NVS
NOVARTIS AG
+$1.3M
61,569
+13%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.3M
69,370
+247%
增持
SPYM
SPDR SER TR
+$1.2M
159,171
+9%
建仓
PSMT
PRICESMART INC
+$1.2M
14,809
建仓
IGEB
ISHARES TR
+$1.2M
26,830
增持
KVUE
KENVUE INC
+$1.2M
249,901
+59%
增持
IDEV
ISHARES TR
+$1.2M
100,271
+24%
增持
SYY
SYSCO CORP
+$1.2M
77,197
+44%
减持
LQD
ISHARES TR
-$1.1M
10,100
-50%
增持
DYNF
BLACKROCK ETF TRUST
+$1.1M
123,037
+17%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
32,703
+132%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$1.1M
160,985
+16%
增持
—
ASTRAZENECA PLC
+$1.1M
69,601
+9%
建仓
MSOS
ADVISORSHARES TR
+$1.1M
150,577
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
40,244
-5%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$1.1M
81,645
+198%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
69,177
-21%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.1M
75,815
+201%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
42,151
-21%
增持
HD
HOME DEPOT INC
-$1.1M
50,291
+5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.0M
27,637
-3%
减持
MCK
MCKESSON CORP
+$1.0M
22,972
-0%
建仓
KIO
KKR INCOME OPPORTUNITIES FD
+$1.0M
75,082
减持
COR
CENCORA INC
-$1.0M
55,568
-0%
减持
—
EATON CORP PLC
-$1.0M
13,032
-20%
减持
CVS
CVS HEALTH CORP
-$1.0M
25,342
-19%
增持
MUB
ISHARES TR
+$1.0M
95,007
+12%
增持
SPEM
SPDR INDEX SHS FDS
+$999.6K
55,530
+84%
建仓
AVEM
AMERICAN CENTY ETF TR
+$982.5K
16,083
减持
NFLX
NETFLIX INC
+$960.2K
14,277
-0%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
+$953.8K
553,429
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$941.5K
76,106
+11%
建仓
BAMG
NORTHERN LTS FD TR IV
+$940.4K
30,198
