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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 67
增持 73
减持 3
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
AVUS
AMERICAN CENTY ETF TR
+$59.3M
641,396
建仓
AVIG
AMERICAN CENTY ETF TR
+$42.7M
1,031,606
建仓
AVSF
AMERICAN CENTY ETF TR
+$28.9M
617,528
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。
建仓
AVDE
AMERICAN CENTY ETF TR
+$25.9M
390,207
建仓
AVLC
AMERICAN CENTY ETF TR
+$21.7M
338,512
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.6M
550,538
+3279%
清仓
FYT
FIRST TR EXCHANGE-TRADED ALP
-$16.0M
0
-100%
增持
IVV
ISHARES TR
+$15.5M
83,044
+57%
增持
IWY
ISHARES TR
+$11.6M
57,334
+2559%
建仓
AVEM
AMERICAN CENTY ETF TR
+$11.4M
189,991
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$10.4M
180,257
+2514%
增持
IUSB
ISHARES TR
+$10.2M
365,756
+148%
增持
AAPL
APPLE INC
+$10.1M
92,962
+120%
建仓
AVUV
AMERICAN CENTY ETF TR
+$9.9M
113,132
建仓
AVSC
AMERICAN CENTY ETF TR
+$9.6M
198,727
增持
MUB
ISHARES TR
+$9.1M
99,802
+666%
增持
BIL
SPDR SER TR
+$8.8M
110,582
+652%
增持
EFV
ISHARES TR
+$8.3M
145,767
+2187%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$7.8M
166,556
清仓
MPLX
MPLX LP
-$7.8M
0
-100%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$7.8M
376,219
增持
IWX
ISHARES TR
+$7.2M
98,954
+729%
增持
IEMG
ISHARES INC
+$7.1M
226,673
+131%
增持
PG
PROCTER AND GAMBLE CO
+$7.0M
56,556
+259%
增持
MSFT
MICROSOFT CORP
+$6.4M
46,981
+77%
增持
EFG
ISHARES TR
+$6.3M
66,707
+1623%
减持
EMBJ
EMBRAER S.A.
+$6.2M
670,600
-1%
增持
AGG
ISHARES TR
+$6.1M
64,836
+1774%
建仓
IVW
ISHARES TR
+$6.0M
64,946
增持
AMZN
AMAZON COM INC
+$6.0M
68,076
+114%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$5.9M
212,762
增持
META
META PLATFORMS INC
+$5.9M
16,406
+168%
增持
QUAL
ISHARES TR
+$5.8M
44,131
+341%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$5.3M
121,121
+1697%
增持
USIG
ISHARES TR
+$5.1M
106,157
+1706%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.0M
40,802
+2226%
清仓
—
ETF OPPORTUNITIES TRUST
-$5.0M
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$4.9M
100,440
增持
VOO
VANGUARD INDEX FDS
+$4.8M
93,536
+16%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.6M
117,016
+2002%
建仓
AVDV
AMERICAN CENTY ETF TR
+$4.6M
65,400
增持
DFSD
DIMENSIONAL ETF TRUST
+$4.4M
116,297
+379%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$4.3M
72,449
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.3M
96,352
+2191%
建仓
AVDS
AMERICAN CENTY ETF TR
+$4.2M
77,430
建仓
AVRE
AMERICAN CENTY ETF TR
+$4.2M
97,275
建仓
IVE
ISHARES TR
+$4.2M
21,848
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.1M
123,385
+352%
增持
IWS
ISHARES TR
+$4.0M
33,363
+1642%
清仓
DYFI
ETF OPPORTUNITIES TRUST
-$3.9M
0
-100%
增持
V
VISA INC
+$3.9M
18,575
+122%
增持
WMT
WALMART INC
+$3.8M
56,775
+348%
建仓
DFGX
DIMENSIONAL ETF TRUST
+$3.8M
73,317
减持
SPY
SPDR S&P 500 ETF TR
-$3.8M
9,304
-39%
建仓
XCCC
BONDBLOXX ETF TRUST
+$3.8M
100,232
建仓
SPAB
SPDR SER TR
+$3.7M
144,253
建仓
MBB
ISHARES TR
+$3.6M
38,895
建仓
DFAT
DIMENSIONAL ETF TRUST
+$3.6M
70,329
建仓
LONZ
PIMCO ETF TR
+$3.5M
69,327
建仓
DFEM
DIMENSIONAL ETF TRUST
+$3.5M
130,839
建仓
TLH
ISHARES TR
+$3.5M
33,260
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$3.4M
0
-100%
建仓
USHY
ISHARES TR
+$3.4M
93,129
增持
XLF
SELECT SECTOR SPDR TR
+$3.4M
72,304
+1534%
增持
JPM
JPMORGAN CHASE & CO.
+$3.3M
29,845
+79%
增持
PEP
PEPSICO INC
+$3.3M
29,059
+304%
增持
IWD
ISHARES TR
+$3.3M
19,452
+791%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
28,507
+175%
增持
ABBV
ABBVIE INC
+$3.2M
20,043
+267%
建仓
JAAA
JANUS DETROIT STR TR
+$3.2M
63,600
增持
SCHD
SCHWAB STRATEGIC TR
+$3.2M
147,184
+341%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$3.1M
45,989
增持
IWF
ISHARES TR
+$3.1M
21,788
+83%
增持
HD
HOME DEPOT INC
+$3.1M
12,518
+217%
建仓
AVES
AMERICAN CENTY ETF TR
+$3.0M
64,578
建仓
DFIC
DIMENSIONAL ETF TRUST
+$3.0M
108,195
增持
UNH
UNITEDHEALTH GROUP INC
+$3.0M
7,898
+252%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$3.0M
83,566
增持
KO
COCA COLA CO
+$3.0M
46,130
+724%
建仓
AGNC
AGNC INVT CORP
+$3.0M
308,346
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$2.9M
117,062
增持
—
EXXON MOBIL CORP
+$2.9M
37,451
+162%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.9M
67,469
+274%
建仓
LGH
NORTHERN LTS FD TR III
+$2.8M
57,555
建仓
DGCB
DIMENSIONAL ETF TRUST
+$2.8M
51,974
建仓
DUHP
DIMENSIONAL ETF TRUST
+$2.7M
82,383
建仓
QQH
NORTHERN LTS FD TR III
+$2.7M
46,377
增持
MRK
MERCK & CO INC
+$2.7M
33,394
+992%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$2.7M
229,303
建仓
BINC
BLACKROCK ETF TRUST II
+$2.6M
50,370
建仓
CWB
SPDR SER TR
+$2.6M
33,420
增持
LLY
ELI LILLY & CO
+$2.5M
5,456
+115%
增持
ORCL
ORACLE CORP
+$2.5M
25,690
+289%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
3,617
+253%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$2.4M
37,653
建仓
SPYV
SPDR SER TR
+$2.4M
47,152
增持
BAC
BANK AMERICA CORP
+$2.3M
63,576
+822%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.3M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.3M
101,050
+131%
增持
WFC
WELLS FARGO CO NEW
+$2.3M
51,093
+164%
增持
MO
ALTRIA GROUP INC
+$2.3M
58,268
+152%
增持
GOOGL
ALPHABET INC
+$2.3M
33,581
+116%
建仓
TWO
TWO HBRS INVT CORP
+$2.2M
168,119
建仓
HOOD
ROBINHOOD MKTS INC
+$2.2M
53,794
建仓
PGHY
INVESCO EXCH TRADED FD TR II
+$2.2M
112,686
建仓
RDDT
REDDIT INC
+$2.2M
20,797
增持
VTV
VANGUARD INDEX FDS
+$2.2M
16,787
+295%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$2.2M
107,164
增持
RTX
RTX CORPORATION
+$2.2M
19,579
+440%
增持
AVGO
BROADCOM INC
+$2.1M
21,540
+240%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$2.1M
20,414
增持
IWP
ISHARES TR
+$2.1M
20,763
+577%
建仓
QYLD
GLOBAL X FDS
+$2.0M
121,404
增持
—
ACCENTURE PLC IRELAND
+$2.0M
8,298
+404%
建仓
ARR
ARMOUR RESIDENTIAL REIT INC
+$2.0M
117,084
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$2.0M
74,481
增持
WLTG
ETF OPPORTUNITIES TRUST
+$2.0M
212,684
+55%
增持
MTUM
ISHARES TR
+$2.0M
19,049
+112%
增持
HYG
ISHARES TR
+$2.0M
40,292
+167%
建仓
XLV
SELECT SECTOR SPDR TR
+$2.0M
13,605
增持
CVX
CHEVRON CORP NEW
+$2.0M
17,162
+180%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
6,004
+141%
增持
CSCO
CISCO SYS INC
+$2.0M
39,029
+405%
建仓
KHYB
KRANESHARES TRUST
+$1.9M
78,857
建仓
PFE
PFIZER INC
+$1.9M
74,243
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$1.9M
30,991
增持
GLD
SPDR GOLD TR
+$1.9M
9,144
+193%
建仓
ZECP
ZACKS TRUST
+$1.9M
61,750
清仓
HUBB
HUBBELL INC
-$1.8M
0
-100%
建仓
IYW
ISHARES TR
+$1.8M
12,990
建仓
VV
VANGUARD INDEX FDS
+$1.8M
7,089
建仓
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$1.8M
51,943
增持
GOOG
ALPHABET INC
+$1.8M
31,439
+92%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.8M
67,474
增持
IEF
ISHARES TR
+$1.8M
30,335
+145%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.7M
30,234
增持
SHOP
SHOPIFY INC
+$1.7M
27,264
+231%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.7M
9,131
+151%
建仓
UPST
UPSTART HLDGS INC
+$1.7M
37,197
建仓
AFRM
AFFIRM HLDGS INC
+$1.7M
37,867
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
2,037
-80%
建仓
EMXC
ISHARES INC
+$1.7M
30,704
增持
IDEV
ISHARES TR
+$1.7M
114,807
+19%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
36,975
增持
NFLX
NETFLIX INC
+$1.7M
3,675
+87%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
13,816
+163%
增持
—
MEDTRONIC PLC
+$1.6M
22,027
+399%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
43,097
+260%
建仓
DOCU
DOCUSIGN INC
+$1.6M
19,785
增持
XLC
SELECT SECTOR SPDR TR
+$1.6M
26,630
+162%
