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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 39
增持 60
减持 26
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$5.4M
259,700
减持
USFR
WISDOMTREE TR
-$3.0M
283,500
-17%
增持
VXUS
VANGUARD STAR FDS
+$2.9M
56,363
+745%
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。
建仓
CSWC
CAPITAL SOUTHWEST CORP
+$2.2M
94,060
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.9M
40,373
-49%
建仓
—
PROSHARES TR
+$1.9M
198,686
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
75,097
+69%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
11,157
+381%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.4M
56,428
建仓
—
PROSHARES TR
+$1.3M
94,424
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
20,001
+105%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$1.2M
53,537
增持
AAPL
APPLE INC
+$1.1M
31,335
+9%
增持
IWF
ISHARES TR
+$1.0M
21,127
+5%
减持
IP
INTERNATIONAL PAPER CO
-$998.5K
6,948
-80%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$996.2K
17,079
建仓
—
TOPBUILD CORP
+$980.6K
2,620
清仓
FTNT
FORTINET INC
-$965.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$926.8K
0
-100%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$859.8K
181,521
+23%
增持
VYMI
VANGUARD WHITEHALL FDS
+$857.2K
30,201
+62%
增持
VDE
VANGUARD WORLD FDS
+$838.1K
9,737
+306%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$787.5K
20,544
+13%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$767.1K
7,732
+90%
建仓
QUAL
ISHARES TR
+$748.2K
5,085
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$737.6K
50,842
+105%
建仓
VPU
VANGUARD WORLD FDS
+$735.4K
5,365
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$733.4K
0
-100%
减持
MSFT
MICROSOFT CORP
+$725.8K
12,465
-1%
增持
SPYV
SPDR SER TR
+$720.1K
75,953
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$702.8K
10,482
+5%
减持
GOOGL
ALPHABET INC
-$697.4K
21,487
-24%
增持
IWP
ISHARES TR
+$695.7K
32,898
+10%
清仓
ALB
ALBEMARLE CORP
-$680.2K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$658.1K
153,344
+8%
减持
SCHO
SCHWAB STRATEGIC TR
-$632.6K
25,379
-35%
清仓
QCOM
QUALCOMM INC
-$616.1K
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$602.4K
24,986
增持
SMMU
PIMCO ETF TR
+$589.0K
18,696
+164%
减持
CSCO
CISCO SYS INC
-$585.1K
14,453
-41%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$576.6K
13,538
清仓
MLKN
MILLERKNOLL INC
-$569.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$530.4K
15,725
+8%
减持
S
SENTINELONE INC
+$524.0K
51,760
-3%
增持
CALF
PACER FDS TR
+$492.4K
52,200
+8%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$492.1K
37,915
-43%
建仓
MINT
PIMCO ETF TR
+$474.2K
4,752
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$447.9K
74,047
+39%
增持
TFLO
ISHARES TR
+$446.3K
40,492
+29%
增持
VOO
VANGUARD INDEX FDS
+$432.9K
2,471
+50%
清仓
MU
MICRON TECHNOLOGY INC
-$424.9K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$410.3K
8,181
-50%
减持
MO
ALTRIA GROUP INC
-$406.3K
9,457
-50%
清仓
—
CLEARWAY ENERGY INC
-$405.4K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$386.5K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$382.9K
15,791
+133%
增持
QQQ
INVESCO QQQ TR
+$373.8K
5,022
+7%
减持
AAP
ADVANCE AUTO PARTS INC
-$371.0K
8,720
-46%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$367.0K
18,844
+43%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$360.2K
17,956
清仓
—
INMODE LTD
-$357.3K
0
-100%
建仓
CBRL
CRACKER BARREL OLD CTRY STOR
+$355.3K
4,610
增持
—
DUCKHORN PORTFOLIO INC
+$353.5K
55,940
+191%
增持
WHR
WHIRLPOOL CORP
+$347.5K
7,204
+82%
清仓
BHP
BHP GROUP LTD
-$345.2K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$345.0K
36,055
-5%
清仓
IGV
ISHARES TR
-$342.0K
0
-100%
清仓
CALM
CAL MAINE FOODS INC
-$341.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$335.9K
11,405
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$330.0K
54,824
+2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$316.0K
3,888
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$307.9K
15,319
增持
ITB
ISHARES TR
+$304.8K
11,485
+4%
清仓
—
PIONEER NAT RES CO
-$297.7K
0
-100%
清仓
NDAQ
NASDAQ INC
-$292.0K
0
-100%
清仓
EBAY
EBAY INC.
-$288.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$287.3K
4,207
+75%
清仓
INFY
INFOSYS LTD
-$279.7K
0
-100%
建仓
INTC
INTEL CORP
+$278.1K
5,535
建仓
PTLO
PORTILLOS INC
+$273.9K
17,193
建仓
SHOP
SHOPIFY INC
+$270.7K
3,475
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$268.3K
18,707
减持
AIG
AMERICAN INTL GROUP INC
-$264.1K
10,475
-35%
建仓
LVHI
LEGG MASON ETF INVT
+$260.1K
9,402
清仓
KLAC
KLA CORP
-$255.9K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$252.5K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$252.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$252.1K
3,608
+2%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$251.0K
12,000
增持
FORR
FORRESTER RESH INC
+$244.5K
16,795
+136%
建仓
META
META PLATFORMS INC
+$242.8K
686
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$239.5K
1,818
增持
PENN
PENN ENTERTAINMENT INC
+$238.0K
24,462
+41%
建仓
RIO
RIO TINTO PLC
+$233.1K
3,130
增持
GD
GENERAL DYNAMICS CORP
+$231.9K
3,988
+10%
减持
JPM
JPMORGAN CHASE & CO
+$230.9K
9,268
-0%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$230.4K
2,878
增持
AI
C3 AI INC
+$229.4K
25,875
+29%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$229.4K
2,952
增持
DEM
WISDOMTREE TR
+$229.3K
32,992
+11%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$227.5K
7,785
建仓
BIL
SPDR SER TR
+$221.9K
2,428
建仓
ISRG
INTUITIVE SURGICAL INC
+$220.3K
653
减持
BILS
SPDR SER TR
-$220.1K
20,640
-9%
建仓
SNPS
SYNOPSYS INC
+$219.9K
427
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$216.8K
5,110
+11%
建仓
AVUV
AMERICAN CENTY ETF TR
+$215.1K
2,395
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$211.8K
0
-100%
建仓
BA
BOEING CO
+$211.1K
810
减持
ADI
ANALOG DEVICES INC
-$210.3K
11,509
-19%
增持
CHWY
CHEWY INC
+$209.6K
17,254
+59%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$208.5K
225,599
+0%
清仓
CHDN
CHURCHILL DOWNS INC
-$207.7K
0
-100%
建仓
AVGO
BROADCOM INC
+$204.3K
183
建仓
CRM
SALESFORCE INC
+$201.6K
766
增持
MEAR
ISHARES U S ETF TR
+$200.6K
20,219
+24%
增持
CELH
CELSIUS HLDGS INC
+$200.0K
7,849
+491%
清仓
ARCC
ARES CAPITAL CORP
-$199.9K
0
-100%
建仓
GOOS
CANADA GOOSE HLDGS INC
+$198.0K
16,708
增持
UNFI
UNITED NAT FOODS INC
+$186.8K
20,226
+102%
建仓
OI
O-I GLASS INC
+$185.8K
11,344
增持
ADBE
ADOBE INC
+$179.8K
2,044
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$179.4K
1,689
-48%
增持
F
FORD MTR CO DEL
+$178.5K
51,591
+42%
增持
JOET
VIRTUS ETF TR II
+$178.3K
60,061
+1%
清仓
TILE
INTERFACE INC
-$174.6K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$173.1K
4,566
+6%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$171.6K
75,104
-0%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$169.9K
0
-100%
增持
NOBL
PROSHARES TR
+$168.3K
23,572
+1%
增持
IWR
ISHARES TR
+$166.9K
4,987
+56%
建仓
ARHS
ARHAUS INC
+$160.7K
13,563
减持
BSV
VANGUARD BD INDEX FDS
-$153.5K
7,995
-22%
增持
EXI
ISHARES TR
+$150.0K
8,222
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$148.8K
5,847
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$146.5K
28,841
+2%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$145.5K
21,570
+1%
增持
SMH
VANECK ETF TRUST
+$142.8K
3,806
+6%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$138.7K
47,161
+1%
减持
ABBV
ABBVIE INC
-$126.8K
5,412
-16%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$126.7K
29,120
-10%
增持
IWM
ISHARES TR
+$125.4K
3,661
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$122.8K
1,956
-35%
减持
VTI
VANGUARD INDEX FDS
+$122.6K
6,341
-3%
减持
TWI
TITAN INTL INC ILL
-$122.2K
17,094
-39%
增持
DGS
WISDOMTREE TR
+$121.2K
20,221
+5%
增持
BAC
BANK AMERICA CORP
+$117.9K
14,953
+6%
增持
GLW
CORNING INC
+$111.6K
10,439
+54%
增持
—
NXP SEMICONDUCTORS N V
+$110.0K
3,160
+3%
增持
COST
COSTCO WHSL CORP NEW
+$108.3K
538
+23%
