小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 57
减持 65
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$30.3M
43,732
-51%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$13.2M
254,275
清仓
SMMD
ISHARES TR
-$12.5M
0
-100%
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
AVDE
AMERICAN CENTY ETF TR
+$12.5M
616,085
+27%
清仓
INSG
INSEEGO CORP
-$11.4M
0
-100%
增持
DFSU
DIMENSIONAL ETF TRUST
+$9.8M
318,459
+234%
减持
NVDA
NVIDIA CORPORATION
-$8.1M
177,465
-20%
建仓
AGEM
ABRDN FDS
+$7.1M
186,002
清仓
FHN
FIRST HORIZON CORPORATION
-$7.1M
0
-100%
减持
ORCL
ORACLE CORP
-$5.8M
25,350
-34%
减持
IWF
ISHARES TR
-$5.5M
9,566
-55%
减持
MSFT
MICROSOFT CORP
-$5.2M
48,472
-12%
减持
META
META PLATFORMS INC
-$5.2M
17,008
-24%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.6M
698,955
+3%
减持
IEMG
ISHARES INC
-$4.2M
256,526
-21%
减持
IUSB
ISHARES TR
-$4.1M
255,317
-25%
减持
SRLN
SSGA ACTIVE ETF TR
-$3.4M
58,772
-58%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$3.3M
240,543
+45%
增持
IVE
ISHARES TR
+$3.2M
39,429
+57%
增持
SPYM
SPDR SERIES TRUST
+$2.9M
337,798
+9%
减持
QUAL
ISHARES TR
-$2.8M
18,507
-45%
减持
VOO
VANGUARD INDEX FDS
-$2.8M
95,049
-7%
减持
IWM
ISHARES TR
-$2.7M
5,684
-66%
增持
AVIG
AMERICAN CENTY ETF TR
+$2.6M
1,160,373
+6%
增持
DFSI
DIMENSIONAL ETF TRUST
+$2.6M
82,970
+261%
减持
AMZN
AMAZON COM INC
-$2.6M
63,766
-19%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.6M
248,675
+13%
清仓
LYFT
LYFT INC
-$2.4M
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$2.2M
69,272
-21%
增持
AVLC
AMERICAN CENTY ETF TR
+$2.2M
374,075
+5%
减持
IAU
ISHARES GOLD TR
-$2.1M
36,011
-48%
清仓
IGSB
ISHARES TR
-$2.0M
0
-100%
建仓
ESGU
ISHARES TR
+$1.9M
13,083
减持
DFGX
DIMENSIONAL ETF TRUST
-$1.9M
44,660
-44%
减持
IEFA
ISHARES TR
-$1.9M
20,632
-52%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.9M
6,358
-84%
减持
SPY
SPDR S&P 500 ETF TR
-$1.8M
4,846
-37%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.8M
84,429
-33%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
75,256
+117%
减持
LLY
ELI LILLY & CO
+$1.8M
7,243
-7%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$1.8M
17,899
-77%
减持
GLD
SPDR GOLD TR
-$1.7M
3,918
-57%
减持
DFSD
DIMENSIONAL ETF TRUST
-$1.6M
86,463
-28%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.6M
342,626
+14%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.6M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
31,974
-3%
减持
GOOG
ALPHABET INC
+$1.5M
29,472
-7%
增持
IWY
ISHARES TR
+$1.5M
59,580
+9%
增持
EFV
ISHARES TR
+$1.4M
159,611
+9%
减持
ETH
GRAYSCALE ETHEREUM MINI TR E
-$1.4M
80,151
-14%
减持
SPDW
SPDR INDEX SHS FDS
-$1.4M
206,296
-17%
清仓
USHY
ISHARES TR
-$1.4M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.4M
61,000
+17%
增持
NFLX
NETFLIX INC
-$1.4M
54,520
+907%
增持
AVSF
AMERICAN CENTY ETF TR
+$1.4M
666,131
+5%
增持
JHEM
JOHN HANCOCK EXCHANGE TRADED
+$1.3M
124,001
+43%
增持
SIVR
ABRDN SILVER ETF TRUST
+$1.3M
55,907
+1%
减持
DGCB
DIMENSIONAL ETF TRUST
-$1.3M
29,449
-44%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.3M
66,386
+41%
增持
LRCX
LAM RESEARCH CORP
+$1.3M
30,989
+3%
清仓
STIP
ISHARES TR
-$1.3M
0
-100%
减持
IJH
ISHARES TR
-$1.3M
5,770
-77%
减持
COIN
COINBASE GLOBAL INC
-$1.2M
6,943
-16%
增持
TLT
ISHARES TR
+$1.2M
242,894
+9%
减持
LOW
LOWES COS INC
-$1.2M
6,002
-43%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$1.2M
15,318
增持
USIG
ISHARES TR
+$1.2M
150,342
+19%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
7,645
-46%
清仓
PTON
PELOTON INTERACTIVE INC
-$1.2M
0
-100%
建仓
PSQ
PROSHARES TR
+$1.2M
39,226
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
131,072
+14%
减持
MUB
ISHARES TR
-$1.2M
78,413
-13%
建仓
SYSB
ISHARES TR
+$1.2M
12,818
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$1.1M
3,971
-40%
增持
SPAB
SPDR SERIES TRUST
+$1.1M
411,621
+12%
减持
TSLA
TESLA INC
-$1.1M
26,111
-10%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
133,219
+6%
增持
KO
COCA COLA CO
+$1.0M
70,850
+20%
增持
AVGO
BROADCOM INC
+$1.0M
31,674
+5%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.0M
36,298
+217%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.0M
56,797
-40%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.0M
91,527
-29%
增持
IVW
ISHARES TR
+$1.0M
66,076
+12%
清仓
NTRS
NORTHERN TR CORP
-$975.3K
0
-100%
减持
EEM
ISHARES TR
-$973.4K
5,141
-78%
减持
VGT
VANGUARD WORLD FD
-$966.2K
1,972
-40%
清仓
CLX
CLOROX CO DEL
-$965.2K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$951.5K
66,300
+71%
增持
VWOB
VANGUARD WHITEHALL FDS
+$944.9K
58,067
+31%
清仓
MARA
MARA HOLDINGS INC
-$942.6K
0
-100%
减持
SPHY
SPDR SERIES TRUST
-$941.4K
20,470
-66%
增持
AVSC
AMERICAN CENTY ETF TR
+$940.0K
218,841
+5%
减持
QYLD
GLOBAL X FDS
-$938.1K
54,843
-51%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$928.5K
15,663
减持
MSTR
STRATEGY INC
-$912.7K
4,074
-14%
减持
PG
PROCTER AND GAMBLE CO
-$908.4K
47,955
-5%
建仓
ABNB
AIRBNB INC
+$907.2K
6,684
减持
BSV
VANGUARD BD INDEX FDS
-$905.6K
4,770
-71%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$870.3K
50,368
+58%
增持
FBND
FIDELITY MERRIMACK STR TR
+$859.6K
62,803
+43%
减持
EFA
ISHARES TR
-$857.5K
3,244
-74%
减持
SYF
SYNCHRONY FINANCIAL
-$855.2K
11,256
-55%
增持
IVLU
ISHARES TR
+$853.7K
40,619
+108%
减持
—
LINDE PLC
-$841.3K
863
-66%
减持
WFC
WELLS FARGO CO NEW
-$834.4K
53,447
-23%
增持
CSCO
CISCO SYS INC
+$830.9K
64,559
+7%
减持
HYG
ISHARES TR
-$830.7K
25,343
-28%
减持
MRK
MERCK & CO INC
+$830.5K
41,730
-2%
增持
BND
VANGUARD BD INDEX FDS
+$820.6K
58,308
+24%
减持
DUK
DUKE ENERGY CORP NEW
-$816.6K
7,660
-45%
减持
HOOD
ROBINHOOD MKTS INC
-$811.1K
16,093
-12%
减持
—
BIT DIGITAL INC
-$808.2K
10,031
-96%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$796.3K
13,965
+18%
增持
XLF
SELECT SECTOR SPDR TR
+$782.5K
64,678
+26%
增持
IWX
ISHARES TR
+$780.0K
98,409
+5%
减持
MO
ALTRIA GROUP INC
-$776.0K
42,105
-13%
增持
XLU
SELECT SECTOR SPDR TR
+$775.3K
49,089
+224%
减持
CWB
SPDR SERIES TRUST
-$774.4K
14,626
-36%
建仓
MSOS
ADVISORSHARES TR
+$768.6K
162,846
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$757.6K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$755.3K
101,325
+19%
增持
VUG
VANGUARD INDEX FDS
+$744.5K
5,238
+39%
减持
HCA
HCA HEALTHCARE INC
-$743.2K
485
-79%
减持
SHOP
SHOPIFY INC
-$741.0K
17,909
-27%
建仓
IBB
ISHARES TR
+$714.2K
4,232
减持
URI
UNITED RENTALS INC
-$696.9K
296
-70%
增持
NOW
SERVICENOW INC
-$690.4K
4,717
+207%
增持
BAC
BANK AMERICA CORP
+$688.8K
89,533
+9%
增持
QFLR
INNOVATOR ETFS TRUST
+$682.8K
256,224
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$676.9K
432
-73%
增持
EFG
ISHARES TR
+$673.7K
54,444
+12%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$665.2K
98,985
+21%
增持
AVDV
AMERICAN CENTY ETF TR
+$662.7K
72,376
+5%
增持
VTV
VANGUARD INDEX FDS
+$660.9K
16,313
+24%
减持
SYY
SYSCO CORP
-$656.8K
11,519
-37%
清仓
DGRO
ISHARES TR
-$650.1K
0
-100%
增持
WLTG
ETF OPPORTUNITIES TRUST
+$646.6K
223,797
+9%
增持
DY
DYCOM INDS INC
+$645.9K
4,513
+50%
减持
GOOGL
ALPHABET INC
+$645.4K
35,709
-18%
减持
VTI
VANGUARD INDEX FDS
-$642.8K
8,186
-21%
清仓
GROZ
ZACKS TRUST
-$642.3K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$630.8K
0
-100%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$622.9K
48,869
+44%
增持
QQQ
INVESCO QQQ TR
+$621.8K
10,918
+8%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$616.2K
89,094
+31%
清仓
NUHY
NUSHARES ETF TR
-$613.7K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
-$612.0K
8,637
+26%
清仓
—
ISHARES TR
-$607.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$605.8K
30,424
-1%
减持
HON
HONEYWELL INTL INC
-$605.7K
4,682
-35%
