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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 32
增持 18
减持 24
清仓 76
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$4.9M
601,671
+19%
增持
NEAR
ISHARES U S ETF TR
+$3.7M
178,115
+71%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$3.0M
51,713
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
COP
CONOCOPHILLIPS
-$1.7M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.6M
38,058
-46%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.4M
10,761
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.3M
46,781
-32%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.2M
18,914
清仓
ACI
ALBERTSONS COS INC
-$1.0M
0
-100%
减持
INTC
INTEL CORP
-$1.0M
6,927
-85%
减持
NOBL
PROSHARES TR
-$1.0M
13,352
-46%
清仓
DALI
FIRST TR EXCHANGE-TRADED FD
-$971.1K
0
-100%
增持
TFLO
ISHARES TR
+$956.8K
55,961
+51%
清仓
PHDG
INVESCO ACTIVELY MANAGED ETF
-$920.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$909.6K
12,041
-23%
清仓
PFE
PFIZER INC
-$909.4K
0
-100%
建仓
PENN
PENN ENTERTAINMENT INC
+$881.7K
29,728
建仓
MMM
3M CO
+$878.2K
8,355
减持
FHN
FIRST HORIZON CORPORATION
-$868.3K
120,100
-2%
清仓
CVS
CVS HEALTH CORP
-$854.7K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$851.7K
18,890
清仓
DG
DOLLAR GEN CORP NEW
-$843.1K
0
-100%
清仓
—
LINDE PLC
-$823.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$791.8K
12,384
-32%
清仓
IWB
ISHARES TR
-$775.8K
0
-100%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$760.4K
0
-100%
建仓
—
LINDE PLC
+$758.5K
2,134
增持
AIG
AMERICAN INTL GROUP INC
+$756.3K
26,014
+197%
清仓
—
HANESBRANDS INC
-$747.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$696.7K
13,992
+84%
清仓
NVS
NOVARTIS AG
-$687.4K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$671.7K
30,460
+92%
增持
VZ
VERIZON COMMUNICATIONS INC
+$667.0K
44,824
+64%
清仓
EBAY
EBAY INC.
-$659.6K
0
-100%
建仓
FVC
FIRST TR EXCHANGE-TRADED FD
+$654.1K
19,833
建仓
AI
C3 AI INC
+$631.4K
18,809
清仓
AFL
AFLAC INC
-$625.9K
0
-100%
建仓
BIL
SPDR SER TR
+$605.9K
6,599
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$603.3K
95,687
+25%
减持
AAPL
APPLE INC
+$576.2K
25,632
-9%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$557.0K
6,530
清仓
INGR
INGREDION INC
-$553.8K
0
-100%
清仓
RY
ROYAL BK CDA SUSTAINABL
-$549.5K
0
-100%
减持
LADR
LADDER CAP CORP
-$543.7K
11,040
-83%
清仓
—
FRESH DEL MONTE PRODUCE INC
-$543.5K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$535.3K
0
-100%
清仓
D
DOMINION ENERGY INC
-$527.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$523.5K
8,922
-29%
清仓
UPS
UNITED PARCEL SERVICE INC
-$522.4K
0
-100%
建仓
ACMR
ACM RESH INC
+$516.0K
44,100
建仓
WHR
WHIRLPOOL CORP
+$510.1K
3,864
清仓
ED
CONSOLIDATED EDISON INC
-$509.7K
0
-100%
减持
—
M D C HLDGS INC
-$509.2K
10,745
-63%
建仓
BXP
BOSTON PROPERTIES INC
+$498.6K
9,212
清仓
OI
O-I GLASS INC
-$488.8K
0
-100%
增持
ALL
ALLSTATE CORP
+$474.7K
10,849
+102%
清仓
AEM
AGNICO EAGLE MINES LTD
-$473.7K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$469.4K
4,417
-38%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$467.3K
0
-100%
增持
AAP
ADVANCE AUTO PARTS INC
+$462.5K
6,835
+173%
清仓
FCX
FREEPORT-MCMORAN INC
-$454.7K
0
-100%
清仓
BNS
BANK NOVA SCOTIA HALIFAX
-$454.5K
0
-100%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$452.0K
9,414
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$449.0K
0
-100%
清仓
CIVI
CIVITAS RESOURCES INC
-$448.1K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$437.1K
0
-100%
建仓
DSTL
ETF SER SOLUTIONS
+$430.2K
9,971
清仓
EXP
EAGLE MATLS INC
-$426.4K
0
-100%
清仓
OTTR
OTTER TAIL CORP
-$419.4K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$412.9K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$411.6K
0
-100%
清仓
SHY
ISHARES TR
-$405.4K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$405.1K
0
-100%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$402.9K
0
-100%
建仓
VKTX
VIKING THERAPEUTICS INC
+$393.8K
23,650
减持
WMT
WALMART INC
-$387.7K
1,447
-66%
减持
SLG
SL GREEN RLTY CORP
-$384.3K
19,068
-23%
清仓
C
CITIGROUP INC
-$382.2K
0
-100%
清仓
DE
DEERE & CO
-$379.5K
0
-100%
增持
DBEF
DBX ETF TR
+$371.9K
20,598
+88%
减持
CSCO
CISCO SYS INC
-$362.0K
8,578
-50%
清仓
SNDR
SCHNEIDER NATIONAL INC
-$358.6K
0
-100%
增持
TILE
INTERFACE INC
+$356.1K
81,044
+165%
清仓
XCEM
COLUMBIA ETF TR II
-$348.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$344.9K
11,076
+132%
清仓
BEN
FRANKLIN RESOURCES INC
-$342.1K
0
-100%
增持
USB
US BANCORP DEL
+$341.5K
20,183
+128%
建仓
TSLA
TESLA INC
+$328.4K
1,583
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$326.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$322.8K
3,777
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$320.1K
0
-100%
清仓
DEO
DIAGEO PLC
-$319.9K
0
-100%
减持
V
VISA INC
-$315.0K
1,439
-53%
清仓
BHP
BHP GROUP LTD
-$312.9K
0
-100%
减持
BZH
BEAZER HOMES USA INC
-$307.2K
47,185
-43%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$306.8K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$304.8K
0
-100%
建仓
HAS
HASBRO INC
+$293.7K
5,471
清仓
EVRG
EVERGY INC
-$293.2K
0
-100%
清仓
TJX
TJX COS INC NEW
-$285.8K
0
-100%
建仓
UNFI
UNITED NAT FOODS INC
+$284.2K
10,787
清仓
—
ALCON AG
-$284.2K
0
-100%
清仓
—
PERFICIENT INC
-$283.2K
0
-100%
清仓
NTR
NUTRIEN LTD
-$281.0K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$274.0K
1,041
清仓
—
FLEETCOR TECHNOLOGIES INC
-$272.2K
0
-100%
清仓
IJH
ISHARES TR
-$271.2K
0
-100%
清仓
GATX
GATX CORP
-$265.9K
0
-100%
清仓
DVA
DAVITA INC
-$265.8K
0
-100%
清仓
—
PATTERSON COS INC
-$263.5K
0
-100%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$261.8K
5,751
清仓
DOV
DOVER CORP
-$261.1K
0
-100%
减持
GOOGL
ALPHABET INC
+$256.4K
20,638
-3%
清仓
VLO
VALERO ENERGY CORP
-$255.4K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$254.9K
0
-100%
减持
ABT
ABBOTT LABS
-$254.3K
4,336
-31%
清仓
SLVM
SYLVAMO CORP
-$253.0K
0
-100%
建仓
PSCT
INVESCO EXCH TRADED FD TR II
+$250.2K
1,902
减持
MINT
PIMCO ETF TR
-$249.6K
2,495
-50%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$249.4K
60,637
+23%
清仓
UFPI
UFP INDUSTRIES INC
-$248.5K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$247.6K
0
-100%
减持
IWF
ISHARES TR
+$244.0K
8,179
-0%
清仓
DHI
D R HORTON INC
-$240.7K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$240.1K
1,068
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$240.0K
0
-100%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$239.3K
9,595
清仓
UNP
UNION PAC CORP
-$233.6K
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$233.5K
0
-100%
清仓
TMFC
RBB FD INC
-$232.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$230.5K
0
-100%
建仓
CLX
CLOROX CO DEL
+$228.7K
1,445
清仓
VPU
VANGUARD WORLD FDS
-$228.5K
0
-100%
减持
VNO
VORNADO RLTY TR
-$228.0K
27,413
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$221.4K
5,868
-14%
清仓
AZZ
AZZ INC
-$221.1K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$220.8K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$217.3K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$213.3K
6,649
-30%
清仓
NIC
NICOLET BANKSHARES INC
-$213.1K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$211.0K
925
增持
QQQ
INVESCO QQQ TR
+$210.6K
3,553
+2%
增持
BTI
BRITISH AMERN TOB PLC
+$209.0K
15,920
+82%
清仓
IJR
ISHARES TR
-$208.7K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$208.7K
1,592
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$208.3K
24,885
+111%
建仓
—
PROSHARES TR
+$208.1K
7,087
建仓
KNSL
KINSALE CAP GROUP INC
+$207.1K
690
建仓
ULTA
ULTA BEAUTY INC
+$206.8K
379
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$205.8K
0
-100%