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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 54
增持 52
减持 19
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
5
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.7M
91,211
+1072%
清仓
—
PROSHARES TR
-$1.9M
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。
建仓
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
50,121
增持
NVDA
NVIDIA CORPORATION
+$1.7M
3,845
+7%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.5M
103,015
-33%
增持
JOET
VIRTUS ETF TR II
+$1.5M
96,535
+61%
增持
VRIG
INVESCO ACTIVELY MANAGED ETF
+$1.5M
238,862
+32%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.4M
94,166
+25%
清仓
APD
AIR PRODS & CHEMS INC
-$1.4M
0
-100%
建仓
DXJ
WISDOMTREE TR
+$1.3M
12,052
建仓
VKTX
VIKING THERAPEUTICS INC
+$1.3M
15,781
减持
VBR
VANGUARD INDEX FDS
-$1.2M
4,072
-64%
增持
CALF
PACER FDS TR
+$1.2M
75,710
+45%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
38,666
+105%
减持
USFR
WISDOMTREE TR
-$1.2M
259,726
-8%
增持
IVV
ISHARES TR
+$1.2M
6,147
+43%
增持
SPYV
SPDR SER TR
+$1.2M
93,836
+24%
增持
IWF
ISHARES TR
+$1.1M
22,311
+6%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.1M
89,745
+77%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.0M
268,742
+19%
建仓
ITA
ISHARES TR
+$1.0M
7,801
清仓
DGS
WISDOMTREE TR
-$1.0M
0
-100%
增持
PTLO
PORTILLOS INC
+$1.0M
90,198
+425%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$996.2K
0
-100%
增持
GOOGL
ALPHABET INC
+$993.4K
26,469
+23%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$990.0K
0
-100%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$989.0K
96,680
增持
MSFT
MICROSOFT CORP
+$962.4K
13,429
+8%
减持
AAPL
APPLE INC
-$959.8K
29,585
-6%
清仓
DSTL
ETF SER SOLUTIONS
-$944.4K
0
-100%
减持
NOBL
PROSHARES TR
-$938.1K
12,878
-45%
减持
—
PROSHARES TR
-$924.2K
33,000
-65%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$920.5K
6,523
+28%
增持
QUAL
ISHARES TR
+$906.8K
10,070
+98%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$879.8K
27,221
+36%
减持
DEM
WISDOMTREE TR
-$869.2K
11,302
-66%
减持
BILS
SPDR SER TR
-$866.1K
11,866
-43%
增持
VXUS
VANGUARD STAR FDS
+$863.0K
78,214
+39%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$859.7K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$835.5K
11,211
+368%
增持
VTI
VANGUARD INDEX FDS
+$768.4K
8,745
+38%
增持
SPY
SPDR S&P 500 ETF TR
+$738.4K
10,937
+4%
建仓
IVW
ISHARES TR
+$713.0K
8,444
清仓
AIG
AMERICAN INTL GROUP INC
-$709.7K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$691.4K
3,945
增持
IWP
ISHARES TR
+$689.7K
36,150
+10%
建仓
KD
KYNDRYL HLDGS INC
+$675.6K
31,047
增持
INTC
INTEL CORP
+$662.9K
21,305
+285%
建仓
KSS
KOHLS CORP
+$654.8K
22,462
建仓
DFAX
DIMENSIONAL ETF TRUST
+$641.9K
25,230
增持
JPM
JPMORGAN CHASE & CO
+$635.1K
11,041
+19%
建仓
FLKR
FRANKLIN TEMPLETON ETF TR
+$622.9K
26,648
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$618.4K
19,147
建仓
MRAM
EVERSPIN TECHNOLOGIES INC
+$614.5K
77,592
建仓
PPH
VANECK ETF TRUST
+$609.5K
6,720
减持
—
SUPER MICRO COMPUTER INC
+$604.2K
874
-11%
建仓
FLAU
FRANKLIN TEMPLETON ETF TR
+$599.7K
20,801
建仓
FLMX
FRANKLIN TEMPLETON ETF TR
+$593.7K
17,452
增持
AMZN
AMAZON COM INC
+$582.7K
16,476
+5%
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$577.2K
293,845
+13%
建仓
XSHQ
INVESCO EXCH TRADED FD TR II
+$570.0K
13,841
增持
META
META PLATFORMS INC
+$566.7K
1,667
+143%
减持
VDE
VANGUARD WORLD FD
-$566.4K
4,371
-55%
建仓
—
ON HLDG AG
+$541.2K
15,296
清仓
MMM
3M CO
-$505.7K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$498.5K
27,472
+74%
建仓
MBLY
MOBILEYE GLOBAL INC
+$497.1K
15,462
增持
ACMR
ACM RESH INC
+$486.9K
45,950
+5%
减持
ADI
ANALOG DEVICES INC
-$483.1K
9,112
-21%
增持
CHWY
CHEWY INC
+$478.7K
55,717
+223%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$476.9K
25,614
+19%
清仓
—
DISCOVER FINL SVCS
-$469.7K
0
-100%
增持
F
FORD MTR CO DEL
+$461.0K
82,070
+59%
建仓
—
GLOBALFOUNDRIES INC
+$459.5K
8,818
建仓
GTLB
GITLAB INC
+$447.7K
7,677
增持
CBRL
CRACKER BARREL OLD CTRY STOR
+$424.1K
10,717
+132%
建仓
INCY
INCYTE CORP
+$417.6K
7,330
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$416.7K
13,429
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$409.8K
93,529
+26%
建仓
KKR
KKR & CO INC
+$408.4K
4,060
清仓
BTI
BRITISH AMERN TOB PLC
-$404.1K
0
-100%
建仓
KRP
KIMBELL RTY PARTNERS LP
+$403.5K
26,000
增持
VEA
VANGUARD TAX-MANAGED FDS
+$399.4K
35,497
+23%
增持
PENN
PENN ENTERTAINMENT INC
+$395.5K
56,673
+132%
增持
MRK
MERCK & CO INC
+$388.8K
16,414
+1%
增持
DBEF
DBX ETF TR
+$371.5K
24,737
+43%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$370.1K
3,363
清仓
—
M D C HLDGS INC
-$366.9K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$366.3K
0
-100%
减持
TSLA
TESLA INC
-$364.5K
2,327
-25%
减持
DOW
DOW INC
-$361.9K
45,138
-17%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$342.2K
3,146
清仓
FLIN
FRANKLIN TEMPLETON ETF TR
-$336.5K
0
-100%
减持
SMH
VANECK ETF TRUST
-$317.2K
1,548
-59%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$309.9K
22,314
-23%
建仓
IJH
ISHARES TR
+$306.6K
5,047
增持
VOO
VANGUARD INDEX FDS
+$306.2K
2,882
+17%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$305.9K
9,817
清仓
WFC
WELLS FARGO CO NEW
-$303.0K
0
-100%
清仓
PSCT
INVESCO EXCH TRADED FD TR II
-$302.1K
0
-100%
减持
CAT
CATERPILLAR INC
+$300.1K
4,476
-1%
清仓
LDOS
LEIDOS HOLDINGS INC
-$296.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$287.2K
5,278
+5%
建仓
SYLD
CAMBRIA ETF TR
+$280.6K
3,830
增持
SMMU
PIMCO ETF TR
+$279.7K
24,349
+30%
建仓
TDC
TERADATA CORP DEL
+$278.3K
7,196
建仓
IEFA
ISHARES TR
+$277.7K
3,741
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$268.5K
924
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$268.3K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$266.2K
1,475
增持
VZ
VERIZON COMMUNICATIONS INC
+$266.2K
55,602
+1%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$264.1K
2,438
建仓
FLLA
FRANKLIN TEMPLETON ETF TR
+$257.3K
10,889
清仓
FIIG
FIRST TR EXCHANGE-TRADED FD
-$251.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$250.8K
329
建仓
CEG
CONSTELLATION ENERGY CORP
+$243.7K
1,318
建仓
SLV
ISHARES SILVER TR
+$242.2K
10,645
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$241.8K
5,847
-24%
增持
LLY
ELI LILLY & CO
+$237.7K
1,004
+8%
清仓
TEAM
ATLASSIAN CORPORATION
-$236.7K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$236.1K
3,067
增持
ABBV
ABBVIE INC
+$233.5K
5,888
+9%
清仓
RIO
RIO TINTO PLC
-$233.1K
0
-100%
建仓
IVE
ISHARES TR
+$232.6K
1,245
建仓
QRVO
QORVO INC
+$232.5K
2,025
建仓
VUG
VANGUARD INDEX FDS
+$229.7K
667
建仓
GE
GENERAL ELECTRIC CO
+$226.8K
1,292
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$222.5K
3,682
增持
VTV
VANGUARD INDEX FDS
+$218.8K
5,309
+23%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$218.7K
3,838
建仓
BNY
BANK NEW YORK MELLON CORP
+$218.1K
3,786
建仓
DIS
DISNEY WALT CO
+$212.7K
1,738
清仓
BA
BOEING CO
-$211.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$209.2K
11,610
+2%
建仓
NTRS
NORTHERN TR CORP
+$209.0K
2,350
减持
LUV
SOUTHWEST AIRLS CO
-$207.0K
10,375
-41%
建仓
NFLX
NETFLIX INC
+$205.9K
339
建仓
UDIV
FRANKLIN TEMPLETON ETF TR
+$205.8K
5,095
清仓
PEP
PEPSICO INC
-$202.2K
0
-100%
清仓
CLX
CLOROX CO DEL
-$201.3K
0
-100%
建仓
GOVT
ISHARES TR
+$201.3K
8,841
减持
UNH
UNITEDHEALTH GROUP INC
-$200.6K
2,228
-10%
增持
—
TOPBUILD CORP
+$200.6K
2,680
+2%
清仓
GOOS
CANADA GOOSE HLDGS INC
-$198.0K
0
-100%
增持
—
DUCKHORN PORTFOLIO INC
+$197.2K
80,366
+44%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$196.2K
75,129
+0%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$195.9K
97,160
+3%
增持
LVHI
LEGG MASON ETF INVT
+$189.5K
15,095
+61%
建仓
DLY
DOUBLELINE YIELD OPPORTUNITI
+$188.8K
11,847
