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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 52
减持 43
清仓 51
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.3M
65,785
+81%
减持
IVV
ISHARES TR
+$599.8K
15,947
-2%
增持
FBCG
FIDELITY COVINGTON TRUST
+$528.7K
14,369
+1885%
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。
清仓
VV
VANGUARD INDEX FDS
-$499.7K
0
-100%
减持
LLY
LILLY ELI & CO
+$486.8K
2,591
-1%
清仓
SPTI
SPDR SER TR
-$484.1K
0
-100%
清仓
IGIB
ISHARES TR
-$418.8K
0
-100%
减持
GPK
GRAPHIC PACKAGING HLDG CO
+$396.0K
204,827
-10%
减持
NVDA
NVIDIA CORP
+$386.2K
1,005
-5%
增持
ANGL
VANECK VECTORS ETF TR
+$337.5K
129,675
+9%
清仓
SPMB
SPDR SER TR
-$330.0K
0
-100%
增持
AAPL
APPLE INC
-$271.6K
14,777
+1%
增持
SCHO
SCWAB STRATEGIC TR
+$261.6K
33,049
+20%
减持
SCHX
SCWAB STRATEGIC TR
+$234.3K
42,436
-0%
增持
VNQ
VANGUARD INDEX FDS
+$228.7K
48,505
+8%
减持
MSFT
MICROSOFT CORP
+$160.5K
3,925
-1%
增持
IJH
ISHARES TR
-$141.6K
85,046
+344%
增持
SPMD
SPDR SER TR
+$140.0K
16,014
+9%
减持
IEMG
ISHARES INC
-$128.5K
42,273
-7%
增持
IJR
ISHARES TR
+$125.8K
21,481
+3%
减持
IEFA
ISHARES TR
+$121.0K
42,257
-1%
清仓
SPDW
SPDR INDEX SHS FDS
-$120.1K
0
-100%
清仓
SPYV
SPDR SER TR
-$102.8K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$88.4K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$87.2K
0
-100%
清仓
SCHK
SCWAB STRATEGIC TR
-$86.7K
0
-100%
减持
AMZN
AMAZON COM INC
+$76.0K
3,206
-3%
增持
BAC
BANK AMER CORP
+$75.7K
17,634
+0%
减持
IVE
ISHARES TR
+$72.4K
7,015
-1%
增持
TIP
ISHARES TR
+$71.1K
5,968
+13%
减持
SCHG
SCWAB STRATEGIC TR
+$67.7K
7,216
-0%
清仓
SPYG
SPDR SER TR
-$66.4K
0
-100%
增持
BRK/B
BERSHIRE HATHAWAY INC DEL
+$59.2K
837
+2%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$54.6K
1,751
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$47.4K
1,481
增持
LMT
LOCKHEED MARTIN CORP
+$43.6K
191
+101%
减持
IGOV
ISHARES TR
-$42.5K
933
-52%
清仓
SPTL
SPDR SER TR
-$38.4K
0
-100%
减持
IVW
ISHARES TR
+$36.5K
13,048
-8%
减持
SCHH
SCWAB STRATEGIC TR
-$33.0K
8,783
-14%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$32.3K
4,839
+1%
清仓
XT
ISHARES TR
-$32.0K
0
-100%
清仓
KOMP
SPDR SER TR
-$31.8K
0
-100%
增持
IWO
ISHARES TR
+$29.6K
1,562
+0%
增持
GOOGL
ALPHABET INC
+$28.7K
2,139
+2%
增持
SCHP
SCWAB STRATEGIC TR
+$27.5K
13,371
+4%
增持
JHMM
JOHN HANCOCK EXCHAGE TRADED
+$24.0K
1,687
+22%
减持
NEE
NEXTERA ENERGY INC
-$23.0K
74
-84%
增持
IJS
ISHARES TR
+$21.1K
3,167
+7%
清仓
WMB
WILLIAMS COS INC
-$20.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$20.6K
1,041
+4%
减持
QUAL
ISHARES TR
+$20.3K
1,785
-4%
增持
IJT
ISHARES TR
+$20.0K
2,478
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$18.9K
437
+7%
增持
USO
UNITED STS OIL FD LP
+$17.8K
1,101
+6%
清仓
CSCO
CISCO SYS INC
-$16.7K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$15.9K
555
-9%
减持
ITW
ILLINOIS TOOL WKS INC
-$15.9K
11
-85%
清仓
COST
COSTCO WHSL CORP NEW
-$15.8K
0
-100%
减持
DGRO
ISHARES TR
+$15.7K
4,564
-1%
增持
META
META PLATFORMS INC
+$14.1K
96
+4%
减持
DFAI
DIMENSIONAL ETF TRUST
+$14.0K
8,862
-0%
增持
IWN
ISHARES TR
+$13.9K
2,341
+2%
减持
PG
PROCTOR AND GAMBLE CO
-$13.7K
1,208
-16%
清仓
NOW
SERVICENOW INC
-$13.4K
0
-100%
减持
IXUS
ISHARES TR
-$13.2K
3,019
-10%
增持
WMT
WALMART INC
+$13.2K
1,836
+198%
减持
PAYX
PAYCHEX INC
-$12.4K
197
-36%
清仓
MA
MASTERCARD INCORPORATED
-$12.4K
0
-100%
增持
SOXX
ISHARES TR
+$12.3K
363
+200%
增持
NFLX
NETFLIX INC
+$11.7K
89
+2%
清仓
HYS
PIMCO EFT TR
-$10.9K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$10.8K
0
-100%
增持
IMCV
ISHARES TR
+$10.3K
1,968
+1%
清仓
—
NXP SEMICONDUCTORS N V
-$10.3K
0
-100%
增持
SCZ
ISHARES TR
+$9.8K
2,668
+4%
清仓
DXCM
DEXCOM INC
-$9.2K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.1K
90
-11%
清仓
INTU
INTUIT
-$8.8K
0
-100%
增持
SPYD
SPDR SER TR
+$8.7K
2,528
+5%
清仓
HUBB
HUBBELL INC
-$8.6K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$8.4K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$8.3K
0
-100%
增持
IWM
ISHARES TR
+$8.1K
487
+4%
清仓
ZTS
ZOETIS INC
-$8.1K
0
-100%
减持
MCD
MCDONALDS CORP
-$7.9K
106
-17%
清仓
KMI
KINDER MORGAN INC DEL
-$7.7K
0
-100%
增持
SCHD
SCWAB STRATEGIC TR
+$7.7K
1,670
+0%
减持
SBUX
STARBUCKS CORP
-$7.5K
332
-16%
清仓
NKE
NIKE INC
-$7.5K
0
-100%
增持
USMV
ISHARES TR
+$7.5K
430
+18%
清仓
—
LINDE PLC
-$7.4K
0
-100%
清仓
FISV
FISERV INC
-$7.3K
0
-100%
减持
CRM
SALESFORCE INC
-$7.2K
12
-71%
减持
SCHM
SCWAB STRATEGIC TR
+$7.1K
13,546
-7%
清仓
TJX
TJX COS INC NEW
-$6.8K
0
-100%
减持
EMB
ISHARES TR
-$6.8K
1,285
-6%
清仓
CTAS
CINTAS CORP
-$6.6K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.5K
2,176
+2%
清仓
FAST
FASTERNAL CO
-$6.5K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$6.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$6.1K
1,916
+1%
清仓
AMGN
AMGEN INC
-$6.0K
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$5.9K
0
-100%
减持
IAU
ISHARES GOLD TR
+$5.7K
2,062
-1%
清仓
UNP
UNION PAC CORP
-$5.6K
0
-100%
增持
NEAR
ISHARES US ETF TR
+$5.4K
2,061
+6%
增持
SPLV
INVESCO EXCHNG TRADED FD TR
+$5.2K
1,545
+0%
清仓
LNG
CHENIERE ENERGY INC
-$5.1K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$5.1K
0
-100%
增持
DJP
BARCLAYS BK PLC
+$5.1K
5,309
+1%
清仓
DELL
DELL TECHNOLOGIES INC
-$5.0K
0
-100%
清仓
BA
BOEING CO
-$5.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$4.8K
59
-27%
清仓
CME
CME GROUP INC
-$4.8K
0
-100%
增持
IMTM
ISHARES TR
+$4.8K
525
+14%
清仓
ELV
ELEVANCE HEALTH INC
-$4.7K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY
+$4.7K
72
-3%
清仓
VEEV
VEEVA SYS INC
-$4.6K
0
-100%
清仓
—
EVEREST GROUP LTD
-$4.6K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$4.5K
0
-100%
增持
TSLA
TESLA INC
+$4.4K
422
+50%
增持
PSX
PHILLIPS 66
+$4.3K
138
+1%
增持
SO
SOUTHERN CO
+$4.2K
2,020
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$4.2K
139
-20%
增持
EEMV
ISHARES
+$4.1K
3,945
+0%
清仓
EXEL
EXELIXIS INC
-$4.1K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$3.9K
7
增持
IYR
ISHARES TR
+$3.8K
2,333
+4%
清仓
TTWO
TAKE- TWO INTERACTIVE SOFTWAR
-$3.7K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$3.7K
3
减持
AVGO
BROADCOM INC
-$3.4K
57
-20%
增持
HYG
ISHARES TR
+$3.3K
6,732
+0%
减持
JPM
JPMORGAN CHASE & CO
+$3.2K
134
-4%
清仓
ES
EVERSOURCE ENERGY
-$3.1K
0
-100%
增持
AGG
ISHARES TR
-$2.9K
3,647
+1%
增持
SLV
ISHARES TR
+$2.8K
1,874
+3%
增持
TQQQ
PROSHARES TR
+$2.8K
225
+3%
增持
CVS
CVS HEALTH GROUP
+$2.6K
2,460
+0%
增持
APD
AIR PRODS & CHEMS INC
-$2.6K
134
+5%
减持
V
VISA INC
-$2.5K
159
-12%
减持
ABBV
ABBVIE INC
-$2.3K
251
-19%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$2.3K
1,945
-11%
减持
RTX
RTX CORPORATION
-$2.2K
101
-29%
清仓
GLW
CORNING INC
-$2.1K
0
-100%
减持
KO
COCA COLA CO
+$2.0K
951
-0%
减持
CVX
CHEVRON CORP NEW
+$1.9K
278
-1%
增持
—
BLACKROCK INC
+$1.9K
10
+25%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8K
15,650
-4%
减持
CMCSA
COMCAST CORP NEW
-$1.7K
23
-63%
