Simplicity Wealth,LLC 13F 持仓 · 2026年Q2
Simplicity Wealth,LLC 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,022 只证券，申报市值合计 29.63 亿美元。前几大持仓：AVUS（3.04%）、AVDE（2.40%）、VOO（2.38%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $89.9M | 3.04% | 702,241 | 增持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $71.0M | 2.40% | 795,696 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $70.6M | 2.38% | 102,799 | 增持 |
| 4 | AAPL | APPLE INC | $57.1M | 1.93% | 197,173 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $55.4M | 1.87% | 276,909 | 增持 |
| 6 | IVV | ISHARES TR | $54.9M | 1.85% | 73,317 | 增持 |
| 7 | AVIG | AMERICAN CENTY ETF TR | $53.2M | 1.79% | 1.3M | 增持 |
| 8 | SPYM | SPDR SERIES TRUST | $40.5M | 1.37% | 461,034 | 增持 |
| 9 | GOOGL | ALPHABET INC | $38.9M | 1.31% | 108,957 | 增持 |
| 10 | AVEM | AMERICAN CENTY ETF TR | $34.6M | 1.17% | 358,301 | 增持 |
| 11 | AVSF | AMERICAN CENTY ETF TR | $34.5M | 1.17% | 741,461 | 增持 |
| 12 | AVLC | AMERICAN CENTY ETF TR | $34.2M | 1.15% | 380,366 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $32.0M | 1.08% | 85,761 | 增持 |
| 14 | CAT | CATERPILLAR INC | $29.4M | 0.99% | 27,639 | 增持 |
| 15 | AVGO | BROADCOM INC | $27.3M | 0.92% | 72,395 | 增持 |
| 16 | AMZN | AMAZON COM INC | $26.6M | 0.90% | 111,492 | 增持 |
| 17 | TLT | ISHARES TR | $24.8M | 0.84% | 287,153 | 增持 |
| 18 | SCNM | STERLING CAP FDS | $24.5M | 0.83% | 973,736 | 增持 |
| 19 | SPDW | SPDR INDEX SHS FDS | $24.2M | 0.82% | 479,774 | 增持 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $22.9M | 0.77% | 24,449 | 增持 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $21.6M | 0.73% | 487,697 | 增持 |
| 22 | TSLA | TESLA INC | $21.5M | 0.72% | 51,056 | 增持 |
| 23 | SPYG | SPDR SERIES TRUST | $20.6M | 0.70% | 173,137 | 增持 |
| 24 | WMT | WALMART INC | $20.9M | 0.70% | 184,119 | 增持 |
| 25 | ABBV | ABBVIE INC | $20.6M | 0.69% | 81,682 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR