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Total Clarity Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Total Clarity Wealth Management, Inc.

报告期 2026-03-31 · CIK 0001804909

持仓数

311

前50大市值合计

$248.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$18.4M

240,635

7.4%

BILS SPDR SERIES TRUST

STATE STREET SPD

$9.6M

96,743

3.9%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$9.0M

78,687

3.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$8.3M

121,836

3.3%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$7.7M

153,700

3.1%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$6.9M

136,982

2.8%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$6.7M

30,778

2.7%

AAPL APPLE INC

COM

$6.7M

26,284

2.7%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$6.6M

145,554

2.7%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$6.5M

132,781

2.6%

NVDA NVIDIA CORPORATION

COM

$6.4M

36,805

2.6%

SPYD SPDR SERIES TRUST

STATE STREET SPD

$6.1M

134,597

2.5%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$6.1M

151,093

2.4%

IMFL INVESCO EXCH TRD SLF IDX FD

INTL DEV DYNAMIC

$6.0M

190,008

2.4%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$6.0M

25,187

2.4%

VGLT VANGUARD SCOTTSDALE FDS

LONG TERM TREAS

$5.9M

106,128

2.4%

XCEM COLUMBIA ETF TR II

EM CORE EX ETF

$5.7M

139,114

2.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$5.5M

12,790

2.2%

GOOGL ALPHABET INC

CAP STK CL A

$5.3M

18,465

2.1%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$5.0M

195,159

2.0%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$4.9M

179,646

2.0%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$4.6M

184,617

1.8%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$4.5M

72,272

1.8%

VRIG INVESCO ACTIVELY MANAGED EXC

VAR RATE INVT

$4.5M

178,084

1.8%

GSY INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR

$4.4M

88,081

1.8%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$4.4M

86,034

1.8%

GTO INVESCO ACTIVELY MANAGED EXC

TOTAL RETURN

$4.2M

89,765

1.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.1M

6,347

1.7%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$4.1M

104,647

1.6%

MSFT MICROSOFT CORP

COM

$3.9M

10,659

1.6%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$3.9M

29,573

1.6%

CGSM CAPITAL GRP FIXED INCM ETF T

SHORT DURATION M

$3.7M

140,438

1.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$3.6M

5

1.4%

JPM JPMORGAN CHASE & CO

COM

$3.5M

11,858

1.4%

AMZN AMAZON COM INC

COM

$3.3M

15,644

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.3M

6,799

1.3%

CAT CATERPILLAR INC

COM

$3.2M

4,565

1.3%

GLD SPDR GOLD TR

GOLD SHS

$3.2M

7,513

1.3%

IVV ISHARES TR

CORE S&P500 ETF

$3.2M

4,843

1.3%

CGMS CAPITAL GRP FIXED INCM ETF T

US MULTI-SECTOR

$3.0M

110,996

1.2%

JMEE J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP

$3.0M

44,604

1.2%

WMT WALMART INC

COM

$2.9M

23,095

1.2%

ICLO INVESCO ACTIVELY MANAGED EXC

AAA CLO FLTNG RT

$2.8M

111,054

1.1%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$2.8M

65,449

1.1%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$2.6M

45,692

1.0%

DES WISDOMTREE TR

US SMALLCAP DIVD

$2.6M

71,231

1.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.5M

7,817

1.0%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$2.5M

42,014

1.0%

FLMI FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN

$2.5M

100,206

1.0%

XMPT VANECK ETF TRUST

CEF MUNI INCOME

$2.4M

113,437

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

24%前 6 大占比

SPYM7.4%BILS3.9%RWL3.6%RDVY3.3%JAAA3.1%USFR2.8%