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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 57
增持 37
减持 35
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
NEAR
ISHARES U S ETF TR
-$6.5M
46,267
-74%
减持
USFR
WISDOMTREE TR
-$6.3M
475,968
-21%
建仓
FNDF
SCHWAB STRATEGIC TR
+$4.4M
136,654
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
VGLT
VANGUARD SCOTTSDALE FDS
+$3.1M
67,900
+259%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.8M
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$2.7M
46,667
增持
IWF
ISHARES TR
+$2.6M
16,780
+105%
清仓
FHN
FIRST HORIZON CORPORATION
-$2.1M
0
-100%
建仓
BILS
SPDR SER TR
+$2.1M
20,665
建仓
IWP
ISHARES TR
+$2.0M
20,689
清仓
REGL
PROSHARES TR
-$2.0M
0
-100%
建仓
SPYV
SPDR SER TR
+$1.9M
44,988
建仓
ENB
ENBRIDGE INC
+$1.7M
46,885
减持
TFLO
ISHARES TR
-$1.6M
24,057
-57%
清仓
DHS
WISDOMTREE TR
-$1.6M
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$1.6M
27,778
清仓
DTH
WISDOMTREE TR
-$1.5M
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.5M
13,834
建仓
VYMI
VANGUARD WHITEHALL FDS
+$1.5M
24,037
减持
WPC
WP CAREY INC
-$1.4M
5,557
-76%
建仓
FTNT
FORTINET INC
+$1.4M
18,116
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.3M
29,304
-43%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$1.3M
42,688
减持
SCHO
SCHWAB STRATEGIC TR
-$1.3M
51,920
-32%
增持
AAPL
APPLE INC
+$1.2M
27,836
+9%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$1.1M
53,946
清仓
VTIP
VANGUARD MALVERN FDS
-$1.1M
0
-100%
建仓
DEM
WISDOMTREE TR
+$1.1M
28,743
增持
NVDA
NVIDIA CORPORATION
+$1.0M
3,486
+127%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
17,844
-53%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$994.1K
2,033
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$988.3K
15,850
+47%
增持
GOOGL
ALPHABET INC
+$972.7K
26,011
+26%
建仓
ITB
ISHARES TR
+$958.0K
11,213
建仓
ALB
ALBEMARLE CORP
+$883.0K
3,958
建仓
XLY
SELECT SECTOR SPDR TR
+$877.9K
5,170
建仓
EXI
ISHARES TR
+$876.7K
7,291
建仓
S
SENTINELONE INC
+$832.9K
55,160
建仓
DGS
WISDOMTREE TR
+$819.5K
17,613
建仓
MEAR
ISHARES U S ETF TR
+$811.4K
16,264
减持
—
WALGREENS BOOTS ALLIANCE INC
-$791.1K
45,830
-24%
增持
MSFT
MICROSOFT CORP
+$762.8K
12,724
+3%
清仓
BZH
BEAZER HOMES USA INC
-$749.3K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$583.3K
3,692
+299%
减持
PENN
PENN ENTERTAINMENT INC
-$504.1K
15,716
-47%
清仓
BXP
BOSTON PROPERTIES INC
-$498.6K
0
-100%
建仓
XHLF
BONDBLOXX ETF TRUST
+$494.9K
9,853
减持
TILE
INTERFACE INC
-$487.3K
19,427
-76%
增持
AMZN
AMAZON COM INC
+$486.3K
13,935
+8%
建仓
BX
BLACKSTONE INC
+$486.1K
5,229
建仓
IGV
ISHARES TR
+$475.0K
1,373
清仓
SLG
SL GREEN RLTY CORP
-$448.5K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$431.6K
10,112
减持
MMM
3M CO
-$424.5K
4,532
-46%
建仓
—
INMODE LTD
+$423.2K
11,330
清仓
VNO
VORNADO RLTY TR
-$421.3K
0
-100%
清仓
—
M D C HLDGS INC
-$417.7K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
-$404.9K
15,731
-40%
减持
SDY
SPDR SER TR
-$397.1K
2,166
-60%
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$393.4K
9,800
增持
CAT
CATERPILLAR INC
+$389.6K
5,516
+30%
减持
BIL
SPDR SER TR
-$386.0K
2,395
-64%
建仓
UPS
UNITED PARCEL SERVICE INC
+$377.5K
2,106
建仓
QCOM
QUALCOMM INC
+$355.6K
2,988
建仓
CELH
CELSIUS HLDGS INC
+$330.2K
2,213
减持
VOD
VODAFONE GROUP PLC NEW
-$325.1K
26,898
-49%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$322.2K
12,258
-40%
建仓
BAC
BANK AMERICA CORP
+$320.1K
11,156
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$316.4K
39,163
-4%
建仓
DE
DEERE & CO
+$312.3K
771
建仓
NDAQ
NASDAQ INC
+$309.0K
6,199
建仓
C
CITIGROUP INC
+$305.9K
6,644
增持
SPY
SPDR S&P 500 ETF TR
+$298.8K
6,093
+4%
建仓
PYPL
PAYPAL HLDGS INC
+$298.4K
4,471
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$296.5K
23,738
+26%
减持
ALL
ALLSTATE CORP
-$294.2K
8,327
-23%
清仓
HAS
HASBRO INC
-$293.7K
0
-100%
建仓
—
IMMUNOGEN INC
+$289.6K
15,346
清仓
QUAL
ISHARES TR
-$281.4K
0
-100%
建仓
—
SHOCKWAVE MED INC
+$280.6K
983
增持
—
X4 PHARMACEUTICALS INC
+$272.8K
145,531
+1223%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$266.2K
1,206
减持
ABBV
ABBVIE INC
-$255.7K
6,418
-9%
增持
CSCO
CISCO SYS INC
+$251.3K
13,525
+58%
清仓
NEE
NEXTERA ENERGY INC
-$249.7K
0
-100%
清仓
MINT
PIMCO ETF TR
-$247.6K
0
-100%
建仓
CDW
CDW CORP
+$247.6K
1,349
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$246.5K
10,150
建仓
COST
COSTCO WHSL CORP NEW
+$241.4K
448
建仓
TM
TOYOTA MOTOR CORP
+$240.3K
1,495
建仓
GCOW
PACER FDS TR
+$239.5K
7,225
建仓
PAVE
GLOBAL X FDS
+$234.0K
7,445
建仓
DGRW
WISDOMTREE TR
+$233.9K
3,509
增持
LLY
LILLY ELI & CO
+$232.2K
1,254
+21%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$229.5K
0
-100%
建仓
—
PIONEER NAT RES CO
+$227.6K
1,098
减持
AMGN
AMGEN INC
-$227.2K
10,776
-1%
清仓
USRT
ISHARES TR
-$226.5K
0
-100%
建仓
NEM
NEWMONT CORP
+$225.4K
5,283
建仓
FLBR
FRANKLIN TEMPLETON ETF TR
+$224.1K
11,602
建仓
—
SUPER MICRO COMPUTER INC
+$223.1K
895
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$220.6K
3,208
+102%
清仓
IVW
ISHARES TR
-$219.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$215.1K
9,473
+6%
建仓
ISRG
INTUITIVE SURGICAL INC
+$209.6K
613
建仓
TTD
THE TRADE DESK INC
+$208.5K
2,700
清仓
ULTA
ULTA BEAUTY INC
-$206.8K
0
-100%
增持
JOET
VIRTUS ETF TR II
+$205.4K
56,222
+10%
建仓
HSY
HERSHEY CO
+$205.4K
823
建仓
ELF
E L F BEAUTY INC
+$205.2K
1,796
清仓
TMUS
T-MOBILE US INC
-$202.5K
0
-100%
增持
TSLA
TESLA INC
+$202.2K
2,027
+28%
建仓
IJR
ISHARES TR
+$200.9K
2,016
减持
DOW
DOW INC
-$194.5K
56,632
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$178.3K
3,664
+6%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$177.3K
94,667
-1%
增持
VTI
VANGUARD INDEX FDS
+$170.9K
4,869
+10%
建仓
—
INOZYME PHARMA INC
+$168.8K
30,300
增持
IVV
ISHARES TR
+$167.7K
4,325
+1%
增持
COWZ
PACER FDS TR
+$166.7K
10,389
+48%
减持
VKTX
VIKING THERAPEUTICS INC
-$159.1K
14,480
-39%
减持
MRK
MERCK & CO INC
+$149.6K
16,741
-0%
减持
QQQ
INVESCO QQQ TR
+$145.5K
3,481
-2%
建仓
GCMG
GCM GROSVENOR INC
+$132.3K
17,547
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$131.7K
13,721
+43%
建仓
—
DUCKHORN PORTFOLIO INC
+$131.1K
10,107
增持
AAP
ADVANCE AUTO PARTS INC
+$130.6K
13,681
+100%
减持
—
EXXON MOBIL CORP
-$130.5K
13,089
-6%
增持
MLKN
MILLERKNOLL INC
+$128.8K
25,985
+108%
增持
V
VISA INC
+$120.4K
1,873
+30%
增持
SMH
VANECK ETF TRUST
+$113.8K
2,547
+145%
增持
MCD
MCDONALDS CORP
+$113.6K
2,815
+8%
增持
MDLZ
MONDELEZ INTL INC
+$111.5K
23,438
+2%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$105.6K
10,315
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$102.9K
2,456
+14%
减持
RGEN
REPLIGEN CORP
-$102.0K
3,040
-4%
减持
AMT
AMERICAN TOWER CORP NEW
-$98.3K
5,919
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$97.0K
44,266
-1%
增持
—
DISCOVER FINL SVCS
+$94.8K
4,192
+5%
增持
MA
MASTERCARD INCORPORATED
+$88.7K
1,749
+6%
清仓
PDSB
PDS BIOTECHNOLOGY CORP
-$88.3K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$85.8K
1,863
+28%
减持
JNJ
JOHNSON & JOHNSON
+$81.8K
11,770
-2%
增持
T
AT&T INC
+$78.6K
48,751
+34%
增持
—
PROSHARES TR
+$77.2K
15,086
+113%
减持
SBUX
STARBUCKS CORP
-$75.0K
11,872
-1%
减持
UNFI
UNITED NAT FOODS INC
-$74.8K
10,714
-1%
减持
USB
US BANCORP DEL
-$74.7K
19,761
-2%
减持
AI
C3 AI INC
-$74.2K
15,295
-19%
减持
DVY
ISHARES TR
-$73.4K
4,434
-10%
