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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
增持 10
减持 94
清仓 46
方向
标的
Δ市值
现股数(环比)
清仓
VV
VANGUARD INDEX FDS
-$150.3M
0
-100%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$128.4M
0
-100%
减持
AAPL
APPLE INC
-$122.4M
57,404
-91%
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。
减持
MSFT
MICROSOFT CORP
-$98.1M
38,230
-85%
减持
VTV
VANGUARD INDEX FDS
-$90.3M
5,525
-99%
减持
VO
VANGUARD INDEX FDS
-$89.8M
6,299
-98%
减持
SPY
SPDR S&P 500 ETF TR
-$85.1M
16,140
-91%
清仓
VTEB
VANGUARD MUN BD FDS
-$70.8M
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$68.0M
50,695
-99%
减持
NVDA
NVIDIA CORPORATION
-$59.3M
203,504
-70%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$57.0M
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$53.8M
629,361
+837%
减持
SGOV
ISHARES TR
-$52.8M
8,438
-98%
清仓
SHY
ISHARES TR
-$52.6M
0
-100%
减持
AMZN
AMAZON COM INC
-$51.2M
45,862
-85%
减持
LLY
ELI LILLY & CO
-$43.1M
4,132
-92%
清仓
SLV
ISHARES SILVER TR
-$36.2M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$35.7M
6,964
-91%
清仓
VTIP
VANGUARD MALVERN FDS
-$34.4M
0
-100%
增持
AVIG
AMERICAN CENTY ETF TR
+$32.1M
838,605
+875%
减持
GOOG
ALPHABET INC
-$30.8M
25,294
-87%
减持
META
META PLATFORMS INC
-$30.2M
9,320
-87%
减持
SCHG
SCHWAB STRATEGIC TR
-$29.3M
2,143
-99%
减持
TLH
ISHARES TR
-$27.0M
34,238
-89%
减持
GOOGL
ALPHABET INC
-$26.6M
19,700
-88%
减持
GLD
SPDR GOLD TR
-$25.0M
7,272
-94%
增持
AVGO
BROADCOM INC
-$22.8M
16,888
+6%
增持
AVDE
AMERICAN CENTY ETF TR
+$22.7M
370,453
+1002%
减持
BSX
BOSTON SCIENTIFIC CORP
-$21.9M
6,138
-98%
减持
MRK
MERCK & CO INC
-$20.5M
28,121
-85%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.3M
14,050
-79%
减持
ABBV
ABBVIE INC
-$20.2M
14,439
-89%
增持
AVSF
AMERICAN CENTY ETF TR
+$19.9M
476,671
+766%
清仓
STPZ
PIMCO ETF TR
-$19.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.5M
6,413
-85%
减持
IJR
ISHARES TR
-$17.9M
49,545
-78%
减持
NVO
NOVO-NORDISK A S
-$17.1M
4,395
-96%
减持
JPM
JPMORGAN CHASE & CO.
-$16.8M
30,683
-73%
清仓
SCHM
SCHWAB STRATEGIC TR
-$16.6M
0
-100%
减持
BIL
SPDR SER TR
-$16.1M
13,064
-93%
减持
DFAC
DIMENSIONAL ETF TRUST
-$15.6M
526,246
-50%
清仓
DFGP
DIMENSIONAL ETF TRUST
-$15.5M
0
-100%
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$15.1M
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$14.8M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$14.8M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$14.6M
27,454
-79%
减持
IWD
ISHARES TR
-$14.2M
17,457
-83%
减持
HD
HOME DEPOT INC
-$13.5M
9,365
-81%
清仓
HCA
HCA HEALTHCARE INC
-$13.5M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.5M
1,678
-94%
清仓
MCK
MCKESSON CORP
-$13.4M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$13.2M
31,520
-72%
减持
IVV
ISHARES TR
-$13.0M
79,566
-26%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$12.9M
85,828
-72%
减持
DFAT
DIMENSIONAL ETF TRUST
-$12.8M
84,476
-75%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$12.7M
639
-98%
减持
VOO
VANGUARD INDEX FDS
-$12.6M
81,271
-27%
清仓
COR
CENCORA INC
-$12.5M
0
-100%
减持
—
EXXON MOBIL CORP
-$12.4M
24,983
-81%
减持
THC
TENET HEALTHCARE CORP
-$12.3M
4,531
-95%
减持
ELV
ELEVANCE HEALTH INC
-$12.3M
2,300
-91%
减持
ISRG
INTUITIVE SURGICAL INC
-$11.9M
1,171
-96%
减持
V
VISA INC
-$11.9M
16,582
-74%
减持
DFGR
DIMENSIONAL ETF TRUST
-$11.6M
33,515
-93%
减持
TSLA
TESLA INC
-$11.6M
24,133
-73%
清仓
BOND
PIMCO ETF TR
-$11.6M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$11.6M
920
-98%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$11.2M
0
-100%
减持
DIS
DISNEY WALT CO
-$10.9M
15,166
-88%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$10.8M
80,583
-82%
清仓
IVOL
KRANESHARES TRUST
-$10.3M
0
-100%
减持
DFEM
DIMENSIONAL ETF TRUST
-$10.2M
141,818
-73%
减持
VTI
VANGUARD INDEX FDS
-$10.2M
6,630
-85%
减持
MA
MASTERCARD INCORPORATED
-$10.2M
5,290
-82%
减持
CVX
CHEVRON CORP NEW
-$10.1M
12,214
-84%
清仓
KWEB
KRANESHARES TRUST
-$9.7M
0
-100%
减持
DFIC
DIMENSIONAL ETF TRUST
-$9.5M
127,244
-74%
增持
AVEM
AMERICAN CENTY ETF TR
+$9.3M
159,572
+892%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$9.3M
17,960
-76%
清仓
VHT
VANGUARD WORLD FD
-$9.2M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$9.1M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$8.9M
6,221
-93%
清仓
DHR
DANAHER CORPORATION
-$8.8M
0
-100%
减持
WMT
WALMART INC
-$8.6M
52,026
-73%
减持
IYW
ISHARES TR
-$8.6M
14,538
-80%
清仓
BP
BP PLC
-$8.5M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$8.5M
1,944
-92%
清仓
IQV
IQVIA HLDGS INC
-$8.5M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$8.4M
1,436
-87%
清仓
VOE
VANGUARD INDEX FDS
-$8.3M
0
-100%
清仓
URTH
ISHARES INC
-$8.2M
0
-100%
清仓
GSY
POWERSHARES ACTIVELY MANAGED
-$8.0M
0
-100%
清仓
WMB
WILLIAMS COS INC
-$8.0M
0
-100%
减持
NFLX
NETFLIX INC
-$7.9M
2,439
-83%
清仓
EMLC
VANECK ETF TRUST
-$7.8M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$7.7M
0
-100%
清仓
DXJ
WISDOMTREE TR
-$7.6M
0
-100%
减持
KO
COCA COLA CO
-$7.6M
37,487
-77%
增持
AVUV
AMERICAN CENTY ETF TR
+$7.5M
88,090
+766%
减持
IVW
ISHARES TR
-$7.4M
67,699
-55%
清仓
STIP
ISHARES TR
-$7.4M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$7.4M
1,773
-95%
增持
AVSC
AMERICAN CENTY ETF TR
+$7.3M
151,138
+823%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.2M
1,268
-97%
减持
EFA
ISHARES TR
-$7.1M
71,062
-57%
减持
—
LINDE PLC
-$7.1M
1,163
-93%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$7.1M
22,168
-93%
减持
QCOM
QUALCOMM INC
-$7.0M
8,415
-80%
清仓
KLAC
KLA CORP
-$7.0M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$7.0M
4,801
-97%
减持
SHEL
SHELL PLC
-$6.9M
3,202
-97%
减持
GDX
VANECK ETF TRUST
-$6.9M
14,981
-93%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$6.8M
0
-100%
减持
IWB
ISHARES TR
-$6.8M
1,239
-95%
减持
IWR
ISHARES TR
-$6.7M
12,195
-87%
清仓
—
ASML HOLDING N V
-$6.7M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$6.6M
14,525
-86%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$6.6M
0
-100%
减持
AMGN
AMGEN INC
-$6.6M
1,587
-93%
减持
CRM
SALESFORCE INC
-$6.5M
3,069
-89%
减持
IWM
ISHARES TR
-$6.4M
6,235
-84%
减持
CSCO
CISCO SYS INC
-$6.4M
23,838
-85%
减持
EMBJ
EMBRAER S.A.
+$6.4M
676,800
-1%
减持
IWF
ISHARES TR
-$6.3M
21,075
-46%
减持
MRSH
MARSH & MCLENNAN COS INC
-$6.3M
1,187
-96%
减持
NVS
NOVARTIS AG
-$6.3M
2,377
-96%
清仓
MU
MICRON TECHNOLOGY INC
-$6.3M
0
-100%
减持
PEP
PEPSICO INC
-$6.3M
23,378
-62%
增持
SMMD
ISHARES TR
+$6.2M
114,791
+366%
减持
ZTS
ZOETIS INC
-$6.2M
2,294
-94%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$6.0M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$6.0M
8,738
-90%
减持
CAT
CATERPILLAR INC
-$6.0M
2,357
-89%
减持
DUHP
DIMENSIONAL ETF TRUST
-$5.8M
89,267
-68%
减持
BAC
BANK AMERICA CORP
-$5.8M
32,041
-82%
增持
IUSB
ISHARES TR
+$5.7M
459,476
+31%
减持
IWS
ISHARES TR
-$5.7M
30,352
-62%
清仓
SNY
SANOFI
-$5.6M
0
-100%
减持
IEFA
ISHARES TR
-$5.5M
27,600
-74%
清仓
FDX
FEDEX CORP
-$5.4M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$5.4M
6,175
-75%
减持
GS
GOLDMAN SACHS GROUP INC
-$5.3M
999
-92%
清仓
TCOM
TRIP COM GROUP LTD
-$5.3M
0
-100%
减持
—
ICON PLC
-$5.2M
700
-96%
清仓
MOS
MOSAIC CO NEW
-$5.1M
0
-100%
清仓
EQT
EQT CORP
-$5.1M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$5.0M
6,196
-83%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$5.0M
0
-100%
清仓
PFLD
ETF SER SOLUTIONS
-$5.0M
0
-100%
减持
—
ASTRAZENECA PLC
-$4.9M
6,189
-91%
