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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 79
减持 42
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$4.6M
414,641
+23%
减持
OEF
ISHARES TR
-$4.6M
640
-95%
增持
IVV
ISHARES TR
+$4.5M
52,766
+21%
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
+$4.2M
647,822
+5%
增持
GOVT
ISHARES TR
+$3.9M
240,115
+255%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.8M
284,682
+14%
增持
MSFT
MICROSOFT CORP
-$3.7M
53,229
+10%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$3.4M
316,683
+32%
增持
TLT
ISHARES TR
+$3.4M
282,912
+16%
建仓
SCEP
STERLING CAP FDS
+$3.2M
135,001
增持
—
EXXON MOBIL CORP
+$3.1M
50,156
+11%
增持
SPAB
SPDR SERIES TRUST
+$3.0M
530,938
+29%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.9M
123,908
-45%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$2.9M
168,408
+31%
增持
AVSF
AMERICAN CENTY ETF TR
+$2.9M
731,683
+10%
增持
EFG
ISHARES TR
+$2.7M
79,630
+46%
建仓
SCMC
STERLING CAP FDS
+$2.5M
101,047
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$2.4M
144,108
+68%
建仓
BLCR
BLACKROCK ETF TRUST
+$2.4M
58,236
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
251,409
+22%
增持
CVX
CHEVRON CORPORATION
+$2.2M
29,175
+15%
建仓
IDEF
BLACKROCK ETF TRUST
+$2.1M
65,315
增持
ABBV
ABBVIE INC
+$2.1M
42,840
+36%
增持
AGG
ISHARES TR
+$1.8M
53,109
+55%
增持
VOO
VANGUARD INDEX FDS
-$1.8M
96,791
+2%
增持
AVIG
AMERICAN CENTY ETF TR
+$1.7M
1,212,470
+4%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$1.6M
88,375
+287%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.6M
63,025
-30%
减持
DFSU
DIMENSIONAL ETF TRUST
-$1.6M
297,206
-7%
减持
MTUM
ISHARES TR
-$1.6M
12,926
-31%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.5M
41,709
-45%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.5M
87,127
+31%
增持
LRCX
LAM RESEARCH CORP
+$1.4M
31,546
+2%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.4M
689,828
-1%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$1.4M
104,427
+114%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.4M
53,519
-52%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
31,352
+3%
增持
JHEM
JOHN HANCOCK EXCHANGE TRADED
+$1.4M
158,586
+28%
增持
NVDA
NVIDIA CORPORATION
-$1.3M
182,090
+3%
减持
QQQ
INVESCO QQQ TR
-$1.3M
9,318
-15%
增持
BILS
SPDR SERIES TRUST
+$1.2M
19,544
+164%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
77,381
+36%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.2M
444,593
-5%
减持
IAU
ISHARES GOLD TR
-$1.2M
19,568
-46%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
82,617
+13%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.2M
78,143
-15%
减持
VO
VANGUARD INDEX FDS
-$1.2M
10,186
-28%
增持
IEMG
ISHARES INC
+$1.1M
263,682
+3%
减持
V
VISA INC
-$1.1M
19,483
-3%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
125,368
+24%
减持
WLTG
ETF OPPORTUNITIES TRUST
-$1.1M
197,581
-12%
清仓
ITA
ISHARES TR
-$1.1M
0
-100%
减持
PSFF
PACER FDS TR
-$1.1M
19,688
-63%
增持
TSLA
TESLA INC
-$1.1M
28,730
+10%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.0M
108,261
+25%
减持
XLC
SELECT SECTOR SPDR TR
-$1.0M
27,547
-20%
增持
IWX
ISHARES TR
+$999.5K
108,334
+10%
减持
AVUV
AMERICAN CENTY ETF TR
+$977.5K
131,829
-1%
减持
SHOP
SHOPIFY INC
-$958.9K
16,219
-9%
增持
DCOR
DIMENSIONAL ETF TRUST
+$951.1K
17,642
+305%
减持
RDDT
REDDIT INC
-$947.3K
7,107
-14%
清仓
JAAA
JANUS DETROIT STR TR
-$942.8K
0
-100%
建仓
VLUE
ISHARES TR
+$942.3K
6,627
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$935.9K
8,937
-79%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$934.7K
65,191
-6%
增持
MRK
MERCK & CO INC
+$931.3K
44,258
+6%
增持
EFV
ISHARES TR
+$914.4K
165,599
+4%
增持
IEUR
ISHARES TR
+$910.2K
17,663
+279%
建仓
IWC
ISHARES TR
+$904.8K
5,669
减持
ETH
GRAYSCALE ETHEREUM STAKING
-$900.3K
67,912
-15%
增持
XLE
SELECT SECTOR SPDR TR
+$887.9K
23,423
+91%
清仓
—
PINNACLE FINL PARTNERS INC
-$860.9K
0
-100%
建仓
SCNM
STERLING CAP FDS
+$855.6K
34,415
减持
ALAB
ASTERA LABS INC
-$847.2K
10,750
-12%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$830.3K
126,206
-10%
减持
AFRM
AFFIRM HLDGS INC
-$815.8K
19,444
-15%
减持
HOOD
ROBINHOOD MKTS INC
-$814.9K
14,505
-10%
增持
BND
VANGUARD BD INDEX FDS
+$808.7K
69,630
+19%
减持
EMB
ISHARES TR
-$793.7K
16,010
-33%
减持
SCHR
SCHWAB STRATEGIC TR
-$790.2K
12,458
-72%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$788.6K
9,155
增持
YUM
YUM BRANDS INC
+$782.2K
6,461
+339%
建仓
SCHP
SCHWAB STRATEGIC TR
+$780.0K
29,313
建仓
LMUB
ISHARES TR
+$778.0K
15,582
增持
IUSB
ISHARES TR
+$773.0K
273,987
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$767.1K
75,049
+27%
减持
WFC
WELLS FARGO & CO
-$757.2K
53,059
-1%
增持
PG
PROCTER & GAMBLE CO
+$753.4K
52,795
+10%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$747.5K
42,693
+34%
建仓
ACWX
ISHARES TR
+$736.4K
10,755
增持
NFLX
NETFLIX INC.
+$734.3K
60,802
+12%
增持
LLY
ELI LILLY & CO
-$725.3K
7,674
+6%
建仓
—
ASTRAZENECA PLC
+$724.5K
3,674
减持
VB
VANGUARD INDEX FDS
-$724.3K
5,910
-33%
减持
AVSC
AMERICAN CENTY ETF TR
+$723.4K
217,948
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$709.5K
78,933
+26%
增持
CAT
CATERPILLAR INC
+$702.0K
4,076
+7%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$698.3K
0
-100%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$692.0K
7,332
建仓
PVAL
PUTNAM ETF TRUST
+$687.6K
14,818
建仓
CAIE
CALAMOS ETF TR
+$679.3K
27,021
增持
VYM
VANGUARD WHITEHALL FDS
+$669.3K
63,633
+4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$669.2K
4,753
-70%
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$666.6K
4,075
增持
MU
MICRON TECHNOLOGY INC
+$665.9K
4,975
+40%
建仓
STOX
HORIZON FDS
+$661.8K
24,467
增持
COP
CONOCOPHILLIPS
+$657.5K
12,048
+21%
增持
FNDE
SCHWAB STRATEGIC TR
+$624.5K
141,937
+6%
增持
BAI
BLACKROCK ETF TRUST
+$620.8K
104,072
+23%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$610.0K
0
-100%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$607.9K
81,602
+34%
减持
AVLC
AMERICAN CENTY ETF TR
-$606.1K
371,421
-1%
增持
ORCL
ORACLE CORP
-$605.5K
29,471
+16%
减持
SCHF
SCHWAB STRATEGIC TR
-$595.9K
93,471
-23%
减持
DYNF
BLACKROCK ETF TRUST
-$580.3K
127,024
-3%
建仓
FLSP
FRANKLIN TEMPLETON ETF TR
+$578.4K
21,263
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$577.6K
52,185
+19%
增持
AAPL
APPLE INC
-$575.2K
107,322
+5%
清仓
—
ASTRAZENECA PLC
-$572.5K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$569.6K
1,314
-33%
增持
SPSM
SPDR SERIES TRUST
+$564.1K
54,127
+24%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$563.1K
5,083
增持
MGK
VANGUARD WORLD FD
+$557.9K
3,792
+87%
增持
JHSC
JOHN HANCOCK EXCHANGE TRADED
+$557.7K
51,747
+31%
增持
BSX
BOSTON SCIENTIFIC CORP
-$556.5K
17,920
+2%
减持
SPYV
SPDR SERIES TRUST
-$543.6K
47,564
-16%
增持
IWY
ISHARES TR
-$540.2K
64,138
+8%
增持
QFLR
INNOVATOR ETFS TRUST
+$539.5K
279,966
+9%
增持
SPMD
SPDR SERIES TRUST
+$537.7K
53,952
+18%
增持
GEV
GE VERNOVA INC
+$534.6K
1,350
+37%
增持
PM
PHILIP MORRIS INTL INC
+$534.4K
12,804
+30%
减持
BINC
BLACKROCK ETF TRUST II
-$530.5K
48,631
-16%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$518.1K
34,955
+31%
增持
GOOGL
ALPHABET INC
+$515.7K
40,662
+14%
增持
SPTL
SPDR SERIES TRUST
+$513.7K
121,595
+20%
减持
COIN
COINBASE GLOBAL INC
-$510.2K
6,070
-13%
减持
EEMA
ISHARES INC
-$508.8K
2,631
-67%
建仓
BCI
ABRDN ETFS
+$506.6K
20,857
增持
SGOV
ISHARES TR
+$506.0K
17,903
+39%
增持
CERY
SPDR SERIES TRUST
+$495.1K
45,122
+18%
清仓
—
AXALTA COATING SYS LTD
-$492.2K
0
-100%
增持
D
DOMINION ENERGY INC
+$492.2K
12,228
+172%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$489.6K
0
-100%
增持
IDV
ISHARES TR
+$489.4K
68,150
+12%
增持
SIVR
ABRDN SILVER ETF TRUST
+$488.1K
59,624
+7%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$488.1K
319,416
+7%
增持
IWS
ISHARES TR
+$487.5K
38,633
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$484.5K
52,063
+14%
清仓
CAG
CONAGRA BRANDS INC
-$480.3K
0
-100%
减持
UPST
UPSTART HLDGS INC
-$476.6K
18,209
-16%
