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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 47
减持 40
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
VRIG
POWERSHARES ACTIVELY MANAGED
+$6.2M
483,064
+102%
减持
BSCW
INVESCO EXCH TRD SLF IDX FD
-$4.5M
70,736
-76%
增持
BILS
SPDR SER TR
+$3.7M
48,783
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。
+311%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$3.5M
0
-100%
增持
USFR
WISDOMTREE TR
+$2.2M
302,618
+17%
增持
MINT
PIMCO ETF TR
+$2.1M
26,744
+346%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
13,060
+221%
建仓
—
MARATHON OIL CORP
+$1.5M
51,306
清仓
MDLZ
MONDELEZ INTL INC
-$1.4M
0
-100%
建仓
D
DOMINION ENERGY INC
+$1.4M
28,513
清仓
NEAR
ISHARES U S ETF TR
-$1.4M
0
-100%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.3M
18,326
+209%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
2,760
-74%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
38,191
+893%
清仓
—
TOPBUILD CORP
-$1.2M
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.2M
65,036
+48%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$1.1M
26,824
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.1M
132,032
+47%
清仓
XLY
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
清仓
ADBE
ADOBE INC
-$1.1M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$1.1M
0
-100%
清仓
ITA
ISHARES TR
-$1.0M
0
-100%
增持
VDE
VANGUARD WORLD FD
+$1.0M
12,394
+184%
建仓
—
CHUBB LIMITED
+$992.3K
3,890
减持
VKTX
VIKING THERAPEUTICS INC
-$958.0K
6,340
-60%
清仓
CHWY
CHEWY INC
-$886.5K
0
-100%
增持
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$874.1K
74,425
+48%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$851.9K
37,717
+47%
清仓
VPU
VANGUARD WORLD FD
-$820.8K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$818.4K
9,008
-18%
减持
AAPL
APPLE INC
+$794.4K
27,859
-6%
建仓
KRE
SPDR SER TR
+$781.9K
15,925
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$746.0K
129,473
+38%
清仓
AI
C3 AI INC
-$686.1K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$684.3K
19,337
+72%
增持
TFLO
ISHARES TR
+$664.8K
55,442
+31%
增持
DBEF
DBX ETF TR
+$656.8K
40,282
+63%
清仓
KSS
KOHLS CORP
-$654.8K
0
-100%
清仓
BX
BLACKSTONE INC
-$647.5K
0
-100%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$646.0K
11,128
+145%
增持
LVHI
LEGG MASON ETF INVT
+$626.5K
36,303
+140%
减持
DOW
DOW INC
-$619.1K
37,620
-17%
建仓
LAKE
LAKELAND INDS INC
+$597.4K
26,040
增持
MSFT
MICROSOFT CORP
+$568.7K
13,913
+4%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$565.4K
22,258
-18%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$556.9K
49,841
+29%
清仓
—
ON HLDG AG
-$541.2K
0
-100%
建仓
—
APTIV PLC
+$531.7K
7,550
增持
SPYV
SPDR SER TR
+$511.7K
106,953
+14%
减持
PENN
PENN ENTERTAINMENT INC
-$498.4K
44,402
-22%
清仓
MBLY
MOBILEYE GLOBAL INC
-$497.1K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$497.1K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$488.8K
63,096
+33%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$479.5K
0
-100%
减持
CALF
PACER FDS TR
-$475.1K
74,537
-2%
清仓
GTLB
GITLAB INC
-$447.7K
0
-100%
减持
WHR
WHIRLPOOL CORP
-$437.8K
3,506
-47%
减持
ACMR
ACM RESH INC
-$429.3K
39,450
-14%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$422.4K
16,569
-40%
清仓
INCY
INCYTE CORP
-$417.6K
0
-100%
建仓
EQAL
INVESCO EXCH TRADED FD TR II
+$402.5K
9,015
减持
AGG
ISHARES TR
-$382.0K
2,212
-64%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$380.2K
7,733
+130%
减持
VXUS
VANGUARD STAR FDS
-$374.8K
62,273
-20%
增持
PPH
VANECK ETF TRUST
+$371.0K
10,718
+59%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$366.7K
0
-100%
减持
T
AT&T INC
-$358.3K
26,144
-46%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$354.6K
15,165
减持
SCHO
SCHWAB STRATEGIC TR
-$348.3K
17,333
-29%
清仓
AAP
ADVANCE AUTO PARTS INC
-$343.9K
0
-100%
建仓
CAVA
CAVA GROUP INC
+$341.3K
3,680
增持
QUAL
ISHARES TR
+$333.8K
11,647
+16%
建仓
TMDX
TRANSMEDICS GROUP INC
+$333.6K
2,215
清仓
IWR
ISHARES TR
-$329.2K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$327.8K
86,122
-9%
减持
ENB
ENBRIDGE INC
-$324.8K
35,668
-19%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$323.8K
8,597
+133%
清仓
GCMG
GCM GROSVENOR INC
-$323.8K
0
-100%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$320.6K
5,475
清仓
CELH
CELSIUS HLDGS INC
-$311.7K
0
-100%
增持
UNFI
UNITED NAT FOODS INC
+$302.9K
38,893
+116%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$294.5K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO
-$285.4K
0
-100%
减持
MRK
MERCK & CO INC
-$284.8K
15,194
-7%
清仓
KMB
KIMBERLY-CLARK CORP
-$271.7K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$267.3K
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$266.5K
0
-100%
减持
—
PROSHARES TR
-$263.0K
10,000
-70%
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$262.5K
21,416
+55%
增持
XCEM
COLUMBIA ETF TR II
+$260.9K
23,425
+50%
建仓
NI
NISOURCE INC
+$260.7K
9,050
增持
INTC
INTEL CORP
-$258.1K
22,053
+4%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$257.5K
4,342
-26%
清仓
AA
ALCOA CORP
-$257.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$254.6K
50,398
-9%
建仓
XHB
SPDR SER TR
+$254.6K
2,519
减持
CSWC
CAPITAL SOUTHWEST CORP
-$250.9K
83,335
-14%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$250.7K
8,216
建仓
SO
SOUTHERN CO
+$249.7K
3,219
清仓
CRM
SALESFORCE INC
-$245.5K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$241.7K
25,889
-12%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$237.6K
12,565
+60%
清仓
UBER
UBER TECHNOLOGIES INC
-$236.1K
0
-100%
清仓
IVE
ISHARES TR
-$232.6K
0
-100%
清仓
QRVO
QORVO INC
-$232.5K
0
-100%
减持
CAT
CATERPILLAR INC
-$232.0K
4,227
-6%
减持
NOBL
PROSHARES TR
-$225.2K
11,244
-13%
减持
IWP
ISHARES TR
-$224.2K
35,360
-2%
增持
WMT
WALMART INC
+$224.0K
10,134
+32%
减持
ITB
ISHARES TR
-$222.9K
10,704
-5%
建仓
AEYE
AUDIOEYE INC
+$221.0K
12,550
减持
VTV
VANGUARD INDEX FDS
-$220.2K
4,017
-24%
清仓
HPQ
HP INC
-$219.8K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$218.1K
0
-100%
建仓
VHT
VANGUARD WORLD FD
+$213.7K
804
清仓
DIS
DISNEY WALT CO
-$212.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$211.8K
9,288
+6%
清仓
NTRS
NORTHERN TR CORP
-$209.0K
0
-100%
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$207.3K
26,756
+40%
增持
BIL
SPDR SER TR
+$206.5K
4,617
+95%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$204.9K
0
-100%
建仓
FLOT
ISHARES TR
+$204.4K
4,001
建仓
RIO
RIO TINTO PLC
+$203.9K
3,092
清仓
GOVT
ISHARES TR
-$201.3K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$200.2K
16,632
+83%
减持
RGEN
REPLIGEN CORP
-$197.7K
2,940
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$191.1K
5,201
+10%
增持
IVV
ISHARES TR
+$189.1K
6,251
+2%
减持
F
FORD MTR CO DEL
-$184.7K
72,183
-12%
增持
FORR
FORRESTER RESH INC
+$183.0K
29,299
+99%
减持
CSCO
CISCO SYS INC
-$178.6K
11,207
-21%
建仓
OSPN
ONESPAN INC
+$164.1K
12,800
减持
FNDF
SCHWAB STRATEGIC TR
-$163.6K
100,049
-3%
建仓
RUM
RUMBLE INC
+$161.0K
29,004
减持
SMMU
PIMCO ETF TR
-$160.3K
21,150
-13%
增持
LLY
ELI LILLY & CO
+$151.5K
1,030
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$151.4K
1,867
-16%
增持
—
DUCKHORN PORTFOLIO INC
+$150.5K
126,584
+58%
增持
DEM
WISDOMTREE TR
+$148.8K
14,353
+27%
增持
TWI
TITAN INTL INC ILL
+$146.1K
48,503
+183%
增持
—
SUPER MICRO COMPUTER INC
-$142.9K
903
+3%
增持
VOO
VANGUARD INDEX FDS
+$139.0K
3,048
+6%
减持
—
LINDE PLC
-$138.9K
1,988
-9%
减持
FLMX
FRANKLIN TEMPLETON ETF TR
-$138.9K
16,142
-8%
增持
CBRL
CRACKER BARREL OLD CTRY STOR
+$133.7K
21,658
+102%
减持
EXI
ISHARES TR
-$133.6K
7,879
-8%
减持
FLAU
FRANKLIN TEMPLETON ETF TR
-$129.3K
16,323
-22%
减持
IWF
ISHARES TR
+$127.9K
20,981
-6%
增持
SMH
VANECK ETF TRUST
+$126.7K
1,822
+18%