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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 78
减持 46
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$2.8M
186,865
-39%
减持
IVV
ISHARES TR
-$1.5M
12,156
-21%
减持
IEFA
ISHARES TR
-$1.3M
19,258
-45%
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。
减持
IJH
ISHARES TR
-$793.5K
29,934
-32%
增持
AAPL
APPLE INC
+$765.2K
14,756
+1%
减持
SCHO
SCWAB STRATEGIC TR
-$720.9K
48,714
-38%
减持
IVW
ISHARES TR
-$623.5K
5,703
-52%
减持
IVE
ISHARES TR
-$593.9K
4,392
-43%
减持
TIP
ISHARES TR
-$410.0K
2,548
-60%
增持
FBND
FIDELITY MERRIMACK STR TR
+$404.1K
88,870
+10%
减持
IJR
ISHARES TR
-$345.9K
10,109
-29%
减持
IEMG
ISHARES INC
-$279.3K
7,854
-41%
增持
FBCG
FIDELITY COVINGTON TRUST
+$266.2K
24,994
+12%
增持
IAU
ISHARES GOLD TR
+$228.1K
5,915
+82%
增持
MUNI
PIMCO ETF TR
+$195.7K
12,420
+41%
减持
GOOGL
ALPHABET INC
+$175.3K
2,708
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$174.3K
20,310
+11%
增持
SPMD
SPDR SER TR
+$149.5K
20,112
+9%
减持
SCHP
SCWAB STRATEGIC TR
-$136.1K
35,451
-13%
建仓
EVIM
MORGAN STANLEY ETF TRUST
+$135.4K
2,580
增持
ANGL
VANECK VECTORS ETF TR
+$134.0K
59,312
+7%
增持
EDV
VANGUARD WORLD FD
+$111.5K
85,986
+0%
增持
TQQQ
PROSHARES TR
+$105.1K
3,145
+19%
减持
NVDA
NVIDIA CORP
+$100.9K
6,537
-8%
建仓
CLOI
VANECK ETF TRUST
+$88.8K
1,672
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$82.3K
1,999
-3%
减持
MSFT
MICROSOFT CORP
+$78.9K
4,229
-0%
增持
BAC
BANK AMER CORP
+$73.5K
17,216
+0%
减持
SCHM
SCWAB STRATEGIC TR
+$61.5K
39,947
-0%
增持
JNJ
JOHNSON & JOHNSON
+$61.5K
1,876
+0%
减持
EMB
ISHARES TR
-$59.8K
762
-47%
建仓
VTV
VANGUARD INDEX FDS
+$59.7K
320
减持
SCHA
SCWAB STRATEGIC TR
+$59.1K
22,793
-0%
减持
AMZN
AMAZON COM INC
-$56.7K
3,196
-8%
减持
SCHX
SCWAB STRATEGIC TR
+$56.6K
112,956
-5%
减持
IWO
ISHARES TR
+$53.4K
1,579
-0%
建仓
VTI
VANGUARD INDEX FDS
+$51.2K
156
减持
TSLA
TESLA INC
+$50.0K
436
-4%
减持
IWN
ISHARES TR
+$45.2K
2,406
-0%
建仓
FTA
FIRST TR EXCHANGE TRADED ALP
+$44.3K
531
增持
QUAL
ISHARES TR
+$38.9K
1,910
+5%
增持
AVGO
BROADCOM INC
+$38.2K
686
+0%
建仓
VIG
VANGUARD SPECIALIZED FUND
+$38.0K
176
减持
SCHG
SCWAB STRATEGIC TR
+$37.5K
26,798
-4%
建仓
TSPA
T ROWE PRICE ETF INC
+$36.1K
862
建仓
TFLR
T ROWE PRICE ETF INC
+$34.2K
665
增持
FMDE
FIDELITY CONVINGTON TRUST
+$32.2K
1,288
+210%
增持
MRK
MERCK & CO INC
+$28.3K
676
+88%
建仓
VOO
VANGUARD INDEX FDS
+$27.6K
45
增持
LMT
LOCKHEED MARTIN CORP
+$26.8K
337
+10%
增持
HODL
VANECK BITCOIN ETF
+$24.6K
2,537
+34%
增持
LLY
LILLY ELI & CO
-$24.4K
2,721
+1%
减持
ADBE
ADOBE INC
-$23.4K
6
-91%
减持
NFLX
NETFLIX INC
-$21.7K
88
-7%
增持
—
EXXON MOBIL CORP
+$20.0K
1,633
+7%
建仓
IJK
ISHARES TR
+$19.5K
203
增持
USO
UNITED STS OIL FD LP
+$19.3K
1,992
+14%
增持
BRK/B
BERSHIRE HATHAWAY INC DEL
+$19.0K
922
+1%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$18.8K
346
建仓
IYW
ISHARES TR
+$18.0K
92
增持
ABBV
ABBVIE INC
+$17.4K
278
+10%
增持
PEP
PEPSICO INC
+$17.4K
418
+34%
增持
IXUS
ISHARES TR
+$16.8K
3,062
+0%
减持
DGRO
ISHARES TR
+$16.8K
5,255
-1%
增持
MDLZ
MONDELEZ INTL INC
+$16.6K
860
+56%
增持
KO
COCA COLA CO
-$15.8K
4,081
+1%
增持
IMCV
ISHARES TR
+$13.8K
2,074
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$13.1K
10,106
-1%
增持
SCHE
SCWAB STRATEGIC TR
+$12.6K
3,879
+0%
增持
LRCX
LAM RESEARCH CORP
+$12.5K
102
+750%
增持
PLD
PROLOGIS INC
+$12.4K
343
+35%
增持
SPYG
SPDR SER TR
+$12.4K
1,334
+0%
减持
COST
COSTCO WHSL CORP NEW
-$12.2K
68
-11%
减持
LDUR
PIMCO ETF TR
-$11.5K
1,978
-6%
增持
CVX
CHEVRON CORP NEW
+$11.4K
327
+19%
增持
MCD
MCDONALDS CORP
+$11.3K
140
+31%
增持
SCHD
SCWAB STRATEGIC TR
+$11.3K
5,344
+5%
增持
IYR
ISHARES TR
+$11.1K
2,369
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$10.9K
1,220
+19%
增持
DJP
BARCLAYS BK PLC
+$10.8K
5,352
+2%
减持
QQQ
INVESCO QQQ TR
+$10.6K
569
-5%
减持
WMT
WALMART INC
-$10.6K
2,324
-9%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$10.5K
4,802
+0%
建仓
DVY
ISHARES TR
+$10.4K
73
建仓
SPYM
SPDR SERIES TR
+$10.4K
132
增持
PSX
PHILLIPS 66
+$10.2K
197
+42%
增持
VNQ
VANGUARD INDEX FDS
+$10.0K
5,301
+9902%
增持
SRE
SEMPRA
+$9.5K
382
+16%
清仓
—
WALGREENS BOOT ALLIANCE INC
-$9.2K
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$8.9K
51
增持
SCZ
ISHARES TR
+$8.9K
2,163
+0%
建仓
RKT
ROCKET COS INC
+$8.6K
446
减持
TLT
ISHARES TR
-$8.2K
10,841
-2%
增持
SPYD
SPDR SER TR
+$8.1K
4,072
+1%
增持
SPYV
SPDR SER TR
+$7.7K
2,386
+0%
减持
HD
HOME DEPOT INC
+$7.6K
236
-2%
增持
SBUX
STARBUCKS CORP
+$7.4K
431
+36%
增持
DFAT
DIMENSIONAL ETF TRUST
+$7.4K
1,657
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$7.4K
94
-10%
建仓
IJJ
ISHARES TR
+$7.3K
64
减持
CRM
SALESFORCE INC
-$7.2K
118
-9%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$7.1K
73
增持
META
META PLATFORMS INC
+$6.7K
192
+5%
建仓
VBR
VANGUARD INDEX FDS
+$6.7K
32
增持
QCOM
QUALCOMM INC
+$6.2K
135
+32%
增持
APD
AIR PRODS & CHEMS INC
+$6.1K
159
+20%
增持
STIP
ISHARES TR
+$6.1K
5,254
+1%
减持
SLV
ISHARES TR
+$5.9K
2,510
-18%
增持
USB
US BANKCORP DEL
+$5.8K
544
+20%
增持
SO
SOUTHERN CO
+$5.7K
1,918
+0%
建仓
EFA
ISHARES TR
+$5.3K
57
建仓
PH
PARKER-HANNIFIN CORP
+$5.3K
7
增持
TRV
TRAVELERS COMPANIES INC
+$5.2K
125
+13%
减持
SPY
SPDR S&P 500 ETF TR
+$5.2K
465
-6%
增持
HYG
ISHARES TR
+$5.1K
6,512
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$4.9K
1,810
+0%
增持
IWM
ISHARES TR
+$4.7K
135
+5%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.6K
179
增持
O
REALTY INCOME CORP
+$4.6K
315
+25%
增持
MRSH
MARSH & MCLENNAN COS INC
+$4.5K
173
+24%
清仓
DKNG
DRAFTKINGS INC
-$4.3K
0
-100%
增持
EEMV
ISHARES INC
+$4.3K
4,019
+0%
增持
HDV
ISHARES TR
+$4.0K
509
+2%
增持
AGG
ISHARES TR
+$4.0K
3,679
+0%
建仓
TDG
TRANSDIGM GROUP INC
+$4.0K
125
建仓
IYLD
ISHARES TR
+$3.9K
184
增持
PNC
PNC FINL SVCS GROUP INC
+$3.8K
118
+10%
减持
SCHF
SCWAB STRATEGIC TR
-$3.7K
25,206
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.1K
88
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.9K
497
-9%
增持
SMOT
VANECK ETF TRUST
+$2.3K
693
+6%
减持
MRVL
MARVELL TECHNOLOGY
+$2.3K
478
-2%
增持
SPLV
INVESCO EXCHNG TRADED FD TR
+$2.2K
1,586
+1%
减持
JHMM
JOHN HANCOCK EXCHAGE TRADED
+$2.2K
1,661
-0%
增持
ABT
ABBOTT LABS
+$2.1K
97
+21%
减持
ET
ENERGY TRANSFER L P
-$2.1K
748
-9%
增持
IMTM
ISHARES TR
+$1.6K
605
+1%
增持
USMV
ISHARES TR
+$1.4K
484
+2%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$936
220
+0%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$936
997
-5%
减持
JPM
JPMORGAN CHASE & CO
-$737
122
-10%
增持
HPQ
HP INC
+$732
240
+1%
增持
AMT
AMERICAN TOWER CORP NEW
-$696
25
+4%
增持
TXN
TEXAS INSTRS INC
-$565
154
+11%
增持
ISTB
ISHARES TR
+$482
1,934
+0%
减持
SCHC
SCWAB STRATEGIC TR
-$387
1,253
-7%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$374
183
+10%
增持
NEE
NEXTERA ENERGY INC
+$358
54
+2%
增持
KVUE
KENVUE INC
-$235
52
+2%
增持
CAG
CONAGRA BANDS INC
-$223
124
+2%
