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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
$248.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 49
增持 40
减持 7
清仓 54
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$23.4M
504,250
+1213%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$3.7M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$3.7M
0
-100%
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
NEAR
ISHARES U S ETF TR
+$3.6M
104,075
+242%
建仓
REGL
PROSHARES TR
+$2.1M
29,117
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$1.8M
49,450
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.8M
15,826
-76%
建仓
DHS
WISDOMTREE TR
+$1.7M
19,987
清仓
IGSB
ISHARES TR
-$1.6M
0
-100%
建仓
DTH
WISDOMTREE TR
+$1.5M
41,738
清仓
IHDG
WISDOMTREE TR
-$1.5M
0
-100%
建仓
JOET
VIRTUS ETF TR II
+$1.4M
52,134
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
68,836
+49%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.3M
0
-100%
清仓
LMBS
FIRST TR EXCHANGETRADED FD
-$1.3M
0
-100%
清仓
QCOM
QUALCOMM INC
-$1.3M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$1.3M
0
-100%
增持
TFLO
ISHARES TR
+$1.2M
37,181
+187%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
70,582
+49%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.0M
0
-100%
建仓
OKE
ONEOK INC NEW
+$1.0M
15,880
建仓
ACI
ALBERTSONS COS INC
+$1.0M
50,289
清仓
WY
WEYERHAEUSER CO MTN BE
-$961.0K
0
-100%
减持
RIO
RIO TINTO PLC
-$913.4K
2,930
-86%
增持
SCHO
SCHWAB STRATEGIC TR
+$849.6K
74,432
+31%
减持
AMZN
AMAZON COM INC
-$847.9K
14,227
-21%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$800.5K
13,509
+323%
清仓
—
TWITTER INC
-$767.0K
0
-100%
清仓
SPYG
SPDR SER TR
-$767.0K
0
-100%
增持
NOBL
PROSHARES TR
+$751.9K
24,668
+34%
清仓
PINS
PINTEREST INC
-$695.0K
0
-100%
建仓
—
CLEARWAY ENERGY INC
+$649.3K
21,700
清仓
AGZ
ISHARES TR
-$606.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$579.0K
0
-100%
增持
MRK
MERCK & CO INC
+$577.7K
17,500
+10%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$563.1K
7,183
建仓
D
DOMINION ENERGY INC
+$527.2K
8,597
增持
DOW
DOW INC
+$518.1K
59,855
+5%
清仓
O
REALTY INCOME CORP
-$516.0K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$509.7K
5,348
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$506.4K
11,009
+170%
增持
MO
ALTRIA GROUP INC
+$477.7K
18,349
+105%
清仓
TDTF
FLEXSHARES TR
-$470.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$467.0K
0
-100%
清仓
TGT
TARGET CORP
-$458.0K
0
-100%
增持
BZH
BEAZER HOMES USA INC
+$456.5K
82,801
+33%
增持
CSCO
CISCO SYS INC
+$445.5K
17,012
+87%
增持
AMGN
AMGEN INC
+$438.8K
10,755
+2%
增持
DALI
FIRST TR EXCHANGE-TRADED FD
+$438.1K
39,997
+80%
建仓
CAG
CONAGRA BRANDS INC
+$437.1K
11,295
清仓
BX
BLACKSTONE INC
-$433.0K
0
-100%
增持
—
M D C HLDGS INC
+$423.9K
29,332
+60%
增持
JPM
JPMORGAN CHASE & CO
+$423.1K
12,573
+4%
清仓
BLMN
BLOOMIN BRANDS INC
-$422.0K
0
-100%
建仓
OTTR
OTTER TAIL CORP
+$419.4K
7,144
增持
VNO
VORNADO RLTY TR
+$419.4K
31,205
+215%
增持
APD
AIR PRODS & CHEMS INC
+$416.4K
5,250
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$415.1K
9,525
+115%
建仓
DUK
DUKE ENERGY CORP NEW
+$412.9K
4,009
清仓
PAYC
PAYCOM SOFTWARE INC
-$408.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$403.0K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$394.0K
3,746
清仓
DSTL
ETF SER SOLUTIONS
-$387.0K
0
-100%
建仓
USB
US BANCORP DEL
+$386.1K
8,854
清仓
TSLA
TESLA INC
-$386.0K
0
-100%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$377.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$374.9K
7,171
+29%
建仓
AAP
ADVANCE AUTO PARTS INC
+$368.8K
2,508
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$359.6K
76,411
+1%
建仓
SNDR
SCHNEIDER NATIONAL INC
+$358.6K
15,325
减持
GOOGL
ALPHABET INC
-$350.6K
21,358
-9%
建仓
BTI
BRITISH AMERN TOB PLC
+$350.1K
8,758
建仓
XCEM
COLUMBIA ETF TR II
+$348.2K
13,630
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$348.0K
0
-100%
建仓
BEN
FRANKLIN RESOURCES INC
+$342.1K
12,968
清仓
WFG
WEST FRASER TIMBER CO LTD
-$342.0K
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$335.0K
0
-100%
清仓
—
TOTALENERGIES SE
-$335.0K
0
-100%
增持
IWB
ISHARES TR
+$324.8K
3,685
+61%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$320.1K
5,224
增持
CAT
CATERPILLAR INC
+$318.2K
4,021
+2%
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$306.8K
5,839
增持
INTC
INTEL CORP
+$304.6K
47,735
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$304.3K
27,316
+34%
增持
—
HANESBRANDS INC
+$303.1K
117,466
+84%
建仓
COWZ
PACER FDS TR
+$294.9K
6,377
建仓
MPA
BLACKROCK MUNIYIELD PA QLTY
+$294.1K
26,709
清仓
BP
BP PLC
-$294.0K
0
-100%
建仓
EVRG
EVERGY INC
+$293.2K
4,659
增持
UPS
UNITED PARCEL SERVICE INC
+$286.4K
3,005
+106%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$285.0K
31,047
+11%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$284.0K
0
-100%
建仓
—
PERFICIENT INC
+$283.2K
4,056
建仓
ORCL
ORACLE CORP
+$274.6K
3,359
增持
XLE
SELECT SECTOR SPDR TR
+$273.0K
5,647
+84%
建仓
—
FLEETCOR TECHNOLOGIES INC
+$272.2K
1,482
清仓
CEG
CONSTELLATION ENERGY CORP
-$271.0K
0
-100%
建仓
GATX
GATX CORP
+$265.9K
2,500
建仓
DVA
DAVITA INC
+$265.8K
3,559
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$264.5K
6,627
清仓
EFA
ISHARES TR
-$264.0K
0
-100%
建仓
DOV
DOVER CORP
+$261.1K
1,928
增持
VOD
VODAFONE GROUP PLC NEW
+$258.3K
50,521
+126%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$255.8K
3,855
+10%
清仓
SONO
SONOS INC
-$255.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$254.6K
7,594
+14%
增持
ABBV
ABBVIE INC
+$254.0K
7,060
+7%
建仓
BA
BOEING CO
+$249.5K
1,310
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$244.0K
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$243.0K
0
-100%
减持
SHY
ISHARES TR
-$242.6K
4,995
-37%
建仓
TWI
TITAN INTL INC ILL
+$242.4K
15,820
减持
AAPL
APPLE INC
-$241.4K
28,096
-0%
建仓
DHI
D R HORTON INC
+$240.7K
2,700
清仓
—
CARNIVAL CORP
-$240.0K
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$240.0K
936
增持
EBAY
EBAY INC.
+$237.6K
15,905
+39%
清仓
DIS
DISNEY WALT CO
-$235.0K
0
-100%
建仓
NTRS
NORTHERN TR CORP
+$233.5K
2,639
建仓
VPU
VANGUARD WORLD FDS
+$228.5K
1,490
建仓
SO
SOUTHERN CO
+$227.2K
3,181
建仓
PDSB
PDS BIOTECHNOLOGY CORP
+$225.8K
17,109
清仓
MAC
MACERICH CO
-$222.0K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$220.8K
1,030
清仓
PSCC
INVESCO EXCH TRADED FD TR II
-$220.0K
0
-100%
清仓
GOOS
CANADA GOOSE HLDGS INC
-$216.0K
0
-100%
清仓
GH
GUARDANT HEALTH INC
-$215.0K
0
-100%
建仓
NIC
NICOLET BANKSHARES INC
+$213.1K
2,671
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$213.0K
0
-100%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$212.0K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$212.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$212.0K
15,715
+0%
增持
MSFT
MICROSOFT CORP
+$211.0K
18,189
+2%
清仓
PKX
POSCO HOLDINGS INC
-$210.0K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$209.0K
0
-100%
建仓
IJR
ISHARES TR
+$208.7K
2,205
减持
IWF
ISHARES TR
-$205.6K
8,189
-12%
建仓
SPGI
S&P GLOBAL INC
+$205.0K
612
清仓
SQ
BLOCK INC
-$204.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$204.0K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$204.0K
0
-100%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$203.0K
0
-100%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$202.2K
4,937
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$200.6K
3,969
建仓
TMUS
T-MOBILE US INC
+$200.1K
1,429
增持
CVX
CHEVRON CORP NEW
+$197.0K
3,510
+17%
清仓
ETV
EATON VANCE TAXMANAGED BUY
-$196.0K
0
-100%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$194.2K
37,206
增持
MINT
PIMCO ETF TR
+$194.2K
5,040
+65%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$194.0K
0
-100%