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CLEAR INVESTMENT RESEARCH, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CLEAR INVESTMENT RESEARCH, LLC
报告期 2026-03-31 · CIK 0001635523
持仓数
241
前50大市值合计
$55.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 62
增持 54
减持 33
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$2.7M
16,297
+37%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$783.4K
16,355
建仓
SPMD
SPDR SER TR
+$714.2K
14,659
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
ANGL
VANECK VECTORS ETF TR
+$612.6K
119,030
+14%
建仓
VV
VANGUARD INDEX FDS
+$499.7K
2,290
建仓
SPTI
SPDR SER TR
+$484.1K
16,949
增持
IEMG
ISHARES INC
+$479.6K
45,666
+23%
减持
VNQ
VANGUARD INDEX FDS
+$466.5K
44,885
-3%
减持
IJH
ISHARES TR
+$439.8K
19,149
-2%
建仓
IGIB
ISHARES TR
+$418.8K
8,052
增持
FBND
FIDELITY MERRIMACK STR TR
+$383.7K
36,326
+23%
增持
AAPL
APPLE INC
+$364.1K
14,572
+2%
增持
MSFT
MICROSOFT CORP
+$350.9K
3,964
+10%
建仓
SPMB
SPDR SER TR
+$330.0K
14,954
减持
HYG
ISHARES TR
-$281.3K
6,719
-38%
减持
GPK
GRAPHIC PACKAGING HLDG CO
+$260.3K
226,403
-5%
增持
IEFA
ISHARES TR
+$258.0K
42,862
+0%
减持
IJR
ISHARES TR
+$226.6K
20,769
-3%
减持
SCHX
SCWAB STRATEGIC TR
+$210.0K
42,540
-2%
增持
SCHM
SCWAB STRATEGIC TR
+$168.1K
14,551
+6%
建仓
SPDW
SPDR INDEX SHS FDS
+$120.1K
3,532
增持
AMZN
AMAZON COM INC
+$114.6K
3,306
+8%
减持
BAC
BANK AMER CORP
+$104.0K
17,611
-1%
建仓
SPYV
SPDR SER TR
+$102.8K
2,204
增持
IVW
ISHARES TR
+$96.2K
14,185
+0%
增持
SCHP
SCWAB STRATEGIC TR
+$93.6K
12,834
+12%
减持
IVE
ISHARES TR
+$90.6K
7,119
-5%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$88.4K
518
建仓
VTI
VANGUARD INDEX FDS
+$87.2K
367
增持
NVDA
NVIDIA CORP
+$87.0K
1,054
+5%
建仓
SCHK
SCWAB STRATEGIC TR
+$86.7K
1,883
增持
AVGO
BROADCOM INC
+$74.3K
71
+1083%
建仓
SPYG
SPDR SER TR
+$66.4K
1,020
增持
DFAI
DIMENSIONAL ETF TRUST
+$64.2K
8,863
+22%
增持
GOOGL
ALPHABET INC
+$62.3K
2,106
+19%
减持
LLY
LILLY ELI & CO
+$62.1K
2,623
-4%
减持
SCHG
SCWAB STRATEGIC TR
+$61.5K
7,249
-2%
减持
BSV
VANGUARD BD INDEX FD INC
-$57.1K
1,107
-42%
增持
SCHH
SCWAB STRATEGIC TR
+$55.4K
10,201
+16%
建仓
ABBV
ABBVIE INC
+$48.0K
310
减持
GM
GENERAL MTRS CO
-$42.9K
13
-99%
建仓
MRK
MERCK & CO INC
+$38.9K
357
建仓
SPTL
SPDR SER TR
+$38.4K
1,322
建仓
MDLZ
MONDELEZ INTL INC
+$38.3K
529
建仓
MCD
MCDONALDS CORP
+$38.0K
128
减持
IWO
ISHARES TR
+$36.7K
1,560
-2%
减持
IWN
ISHARES TR
+$35.7K
2,303
-3%
增持
PEP
PEPSICO INC
+$34.5K
309
+192%
增持
PG
PROCTOR AND GAMBLE CO
+$33.7K
1,431
+19%
减持
SCHA
SCWAB STRATEGIC TR
+$33.5K
12,295
-7%
增持
HD
HOME DEPOT INC
+$33.1K
235
+47%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$33.0K
174
增持
SBUX
STARBUCKS CORP
+$32.4K
394
+557%
建仓
XT
ISHARES TR
+$32.0K
535
建仓
KOMP
SPDR SER TR
+$31.8K
680
增持
TIP
ISHARES TR
+$30.7K
5,302
+2%
增持
APD
AIR PRODS & CHEMS INC
+$30.5K
128
+700%
建仓
—
EATON CORP PLC
+$29.4K
122
增持
CVX
CHEVRON CORP NEW
+$28.9K
281
+265%
增持
META
META PLATFORMS INC
+$27.2K
92
+411%
减持
SCHV
SCWAB STRATEGIC TR
+$27.1K
6,927
-3%
减持
SCHE
SCWAB STRATEGIC TR
-$25.8K
4,255
-22%
减持
QUAL
ISHARES TR
+$25.3K
1,856
-1%
减持
IYR
ISHARES TR
+$24.5K
2,253
-3%
建仓
SRE
SEMPRA
+$24.4K
326
建仓
FBCG
FIDELITY COVINGTON TRUST
+$24.1K
724
增持
STIP
ISHARES TR
+$23.9K
7,436
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$23.6K
95
+98%
建仓
TXN
TEXAS INSTRS INC
+$23.4K
137
增持
PLD
PROLOGIS INC
+$22.9K
242
+188%
增持
NEE
NEXTERA ENERGY INC
+$22.4K
458
+387%
增持
AMAT
APPLIED MATLS INC
+$21.7K
608
+10%
减持
LDUR
PIMCO ETF TR
-$21.6K
2,356
-10%
建仓
TRV
TRAVELERS COMPANIES INC
+$21.0K
110
建仓
WMB
WILLIAMS COS INC
+$20.6K
591
减持
QQQ
INVESCO QQQ TR
+$20.3K
432
-1%
增持
DGRO
ISHARES TR
+$20.3K
4,632
+0%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$20.0K
1,186
-35%
增持
AGG
ISHARES TR
+$19.6K
3,628
+0%
建仓
USB
US BANKCORP DEL
+$19.1K
442
建仓
ADP
AUTOMATIC DATA PROCESSING INC
+$19.1K
82
增持
IXUS
ISHARES TR
+$19.0K
3,359
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$18.4K
407
+0%
建仓
PSX
PHILLIPS 66
+$18.2K
137
建仓
CSCO
CISCO SYS INC
+$16.7K
330
增持
ITW
ILLINOIS TOOL WKS INC
+$16.3K
72
+555%
建仓
PNC
PNC FINL SVCS GROUP INC
+$16.3K
105
增持
SCHO
SCWAB STRATEGIC TR
+$16.2K
27,486
+0%
建仓
COST
COSTCO WHSL CORP NEW
+$15.8K
24
增持
SCZ
ISHARES TR
+$15.7K
2,571
+1%
减持
TFC
TRUIST FINL CORP
+$15.0K
2,481
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.0K
101
+33%
增持
SNPS
SYNOPSYS INC
+$14.7K
140
+12%
减持
IJS
ISHARES TR
+$14.6K
2,953
-9%
建仓
O
REALTY INCOME CORP
+$13.9K
242
增持
—
EXXON MOBIL CORP
-$13.9K
1,004
+3%
增持
PAYX
PAYCHEX INC
+$13.8K
307
+56%
增持
TSLA
TESLA INC
+$13.8K
281
+25%
建仓
NOW
SERVICENOW INC
+$13.4K
19
减持
DFAT
DIMENSIONAL ETF TRUST
+$13.3K
2,138
-1%
减持
IMCV
ISHARES TR
+$13.1K
1,955
-1%
减持
LRGF
ISHARES TR
+$12.9K
3,818
-4%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$12.9K
0
-100%
增持
EMB
ISHARES TR
+$12.6K
1,370
+3%
减持
IJT
ISHARES TR
+$12.4K
2,429
-9%
建仓
MA
MASTERCARD INCORPORATED
+$12.4K
29
建仓
QCOM
QUALCOMM INC
+$11.7K
81
建仓
FMDE
FIDELITY CONVINGTON TRUST
+$11.1K
408
增持
NFLX
NETFLIX INC
+$11.0K
87
+5%
建仓
CRM
SALESFORCE INC
+$10.8K
41
建仓
WEC
WEC ENERGY GROUP INC
+$10.8K
128
减持
SCHC
SCWAB STRATEGIC TR
-$10.7K
1,348
-25%
增持
V
VISA INC
+$10.5K
180
+14%
建仓
—
NXP SEMICONDUCTORS N V
+$10.3K
45
增持
BRK/B
BERSHIRE HATHAWAY INC DEL
+$10.1K
821
+2%
增持
EEMV
ISHARES
+$10.0K
3,943
+1%
减持
SCHF
SCWAB STRATEGIC TR
+$9.7K
15,026
-6%
建仓
DXCM
DEXCOM INC
+$9.2K
74
建仓
ABT
ABBOTT LABS
+$8.8K
80
建仓
INTU
INTUIT
+$8.8K
14
清仓
WLKP
WESTLAKE CHEM PARTNERS LP
-$8.7K
0
-100%
建仓
HUBB
HUBBELL INC
+$8.6K
26
增持
IAU
ISHARES GOLD TR
+$8.5K
2,074
+0%
增持
NEAR
ISHARES US ETF TR
+$8.4K
1,952
+8%
建仓
—
ACCENTURE PLC IRELAND
+$8.4K
24
建仓
KDP
KEURIG DR PEPPER INC
+$8.3K
249
建仓
ZTS
ZOETIS INC
+$8.1K
41
增持
DJP
BARCLAYS BK PLC
-$8.0K
5,266
+1%
建仓
KMI
KINDER MORGAN INC DEL
+$7.7K
439
增持
TQQQ
PROSHARES TR
+$7.6K
219
+123%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$7.6K
4,810
-5%
建仓
NKE
NIKE INC
+$7.5K
69
建仓
—
LINDE PLC
+$7.4K
18
建仓
FISV
FISERV INC
+$7.3K
55
建仓
TJX
TJX COS INC NEW
+$6.8K
73
建仓
CTAS
CINTAS CORP
+$6.6K
11
建仓
FAST
FASTERNAL CO
+$6.5K
100
建仓
VRSK
VERISK ANALYTICS INC
+$6.2K
26
增持
ORCL
ORACLE CORP
+$6.2K
354
+20%
增持
ADBE
ADOBE INC
+$6.1K
65
+2%
建仓
AMGN
AMGEN INC
+$6.0K
21
增持
SPLV
INVESCO EXCHNG TRADED FD TR
+$6.0K
1,541
+0%
增持
HON
HONEYWELL INTL INC
+$5.9K
81
+35%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$5.9K
103
建仓
UNP
UNION PAC CORP
+$5.6K
23
建仓
LNG
CHENIERE ENERGY INC
+$5.1K
30
建仓
DHR
DANAHER CORPORATION
+$5.1K
22
建仓
DELL
DELL TECHNOLOGIES INC
+$5.0K
66
减持
SO
SOUTHERN CO
+$5.0K
2,006
-4%
建仓
BA
BOEING CO
+$5.0K
19