Simplify Asset Management Inc. 13F 持仓 · 2026年Q2

Simplify Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 71.86 亿美元。前几大持仓：SBIL（68.43%）、IVV（10.87%）、AGG（6.94%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 3 只。

排名	代码	公司	市值	占组合	股数	变动
1	SBIL	SIMPLIFY EXCHANGE TRADED FUN	$4.92B	68.43%	49.1M	增持
2	IVV	ISHARES TR	$780.8M	10.87%	1.0M	减持
3	AGG	ISHARES TR	$499.0M	6.94%	5.0M	增持
4	TUA	SIMPLIFY EXCHANGE TRADED FUN	$98.3M	1.37%	4.8M	减持
5	SPUC	SIMPLIFY EXCHANGE TRADED FUN	$80.4M	1.12%	1.6M	持平
6	IBIT	ISHARES BITCOIN TRUST ETF	$64.7M	0.90%	1.9M	增持
7	AGGH	SIMPLIFY EXCHANGE TRADED FUN	$42.5M	0.59%	2.1M	持平
8	GLD	SPDR GOLD TR	$40.8M	0.57%	110,000	新建仓
9	BUCK	SIMPLIFY EXCHANGE TRADED FUN	$39.8M	0.55%	1.7M	持平
10	NMB	SIMPLIFY EXCHANGE TRADED FUN	$38.7M	0.54%	1.6M	持平
11	QIS	SIMPLIFY EXCHANGE TRADED FUN	$37.9M	0.53%	3.8M	持平
12	PAGP	PLAINS GP HLDGS L P	$30.9M	0.43%	1.3M	持平
13	NXTI	SIMPLIFY EXCHANGE TRADED FUN	$28.6M	0.40%	822,303	持平
14	NVO	NOVO-NORDISK A S	$24.2M	0.34%	504,918	增持
15	PCT	PURECYCLE TECHNOLOGIES INC	$24.7M	0.34%	3.0M	增持
16	UTHR	UNITED THERAPEUTICS CORP DEL	$24.6M	0.34%	45,411	增持
17	JNJ	JOHNSON & JOHNSON	$18.5M	0.26%	72,879	增持
18	LLY	ELI LILLY & CO	$17.6M	0.25%	14,715	减持
19	WRBY	WARBY PARKER INC	$17.8M	0.25%	587,066	增持
20	UNH	UNITEDHEALTH GROUP INC	$17.5M	0.24%	42,212	增持
21	ABBV	ABBVIE INC	$16.2M	0.23%	64,461	增持
22	JAZZ	JAZZ PHARMACEUTICALS PLC	$16.5M	0.23%	68,560	增持
23	BHVN	BIOHAVEN LTD	$15.5M	0.22%	1.0M	增持
24	XV	SIMPLIFY EXCHANGE TRADED FUN	$15.5M	0.22%	624,406	持平
25	BNTC	BENITEC BIOPHARMA INC	$13.5M	0.19%	1.0M	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