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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 43
增持 55
减持 23
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
BILS
SPDR SER TR
+$5.0M
98,701
+102%
建仓
PSQ
PROSHARES TR
+$3.6M
91,914
增持
UPS
UNITED PARCEL SERVICE INC
+$2.8M
24,150
+555%
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。
减持
VXUS
VANGUARD STAR FDS
-$2.4M
21,267
-66%
减持
USFR
WISDOMTREE TR
-$1.7M
268,517
-11%
建仓
SPDN
DIREXION SHS ETF TR
+$1.5M
136,911
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$1.5M
22,198
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.3M
10,489
-53%
清仓
PTLO
PORTILLOS INC
-$1.3M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.3M
11,529
-17%
减持
VDE
VANGUARD WORLD FD
-$1.2M
3,231
-74%
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.1M
10,000
建仓
KR
KROGER CO
+$925.8K
16,157
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$913.1K
0
-100%
清仓
—
DUCKHORN PORTFOLIO INC
-$898.7K
0
-100%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$874.8K
159,090
+20%
清仓
KRE
SPDR SER TR
-$781.9K
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$781.6K
289,871
+9%
增持
SPYV
SPDR SER TR
+$753.2K
112,866
+6%
减持
VYMI
VANGUARD WHITEHALL FDS
-$745.5K
14,011
-46%
减持
CALF
PACER FDS TR
-$713.3K
54,461
-27%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$701.2K
22,687
+152%
建仓
VRT
VERTIV HOLDINGS CO
+$684.9K
6,884
建仓
NTRS
NORTHERN TR CORP
+$684.2K
7,600
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$649.1K
11,877
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$644.1K
509,801
+6%
建仓
ANSS
ANSYS INC
+$628.3K
1,972
减持
TFLO
ISHARES TR
-$601.1K
43,629
-21%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$589.0K
56,035
+12%
减持
GOOGL
ALPHABET INC
-$578.5K
21,241
-6%
增持
IWP
ISHARES TR
+$566.4K
38,097
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$565.7K
7,143
+7%
减持
AAPL
APPLE INC
+$559.7K
27,585
-1%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$555.3K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$537.7K
14,039
+156%
增持
JOET
VIRTUS ETF TR II
+$534.4K
105,956
+8%
清仓
PENN
PENN ENTERTAINMENT INC
-$533.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$526.6K
7,626
-15%
增持
QUAL
ISHARES TR
+$520.1K
13,993
+20%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$519.0K
41,455
+10%
清仓
MRAM
EVERSPIN TECHNOLOGIES INC
-$517.3K
0
-100%
清仓
UNFI
UNITED NAT FOODS INC
-$509.5K
0
-100%
清仓
FLKR
FRANKLIN TEMPLETON ETF TR
-$503.4K
0
-100%
清仓
FORR
FORRESTER RESH INC
-$500.4K
0
-100%
清仓
T
AT&T INC
-$499.6K
0
-100%
增持
IWF
ISHARES TR
+$478.1K
21,647
+3%
清仓
BAC
BANK AMERICA CORP
-$471.6K
0
-100%
清仓
FLAU
FRANKLIN TEMPLETON ETF TR
-$470.4K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$460.3K
53,477
-18%
减持
VBR
VANGUARD INDEX FDS
-$457.7K
9,593
-27%
清仓
FLMX
FRANKLIN TEMPLETON ETF TR
-$454.8K
0
-100%
清仓
—
DOLE PLC
-$422.4K
0
-100%
建仓
NFLT
ETFIS SER TR I
+$412.3K
17,881
建仓
—
NORDSTROM INC
+$408.3K
18,156
增持
FNDF
SCHWAB STRATEGIC TR
+$405.8K
104,642
+5%
建仓
HPQ
HP INC
+$403.7K
11,255
增持
JNJ
JOHNSON & JOHNSON
+$402.2K
4,971
+80%
减持
—
SUPER MICRO COMPUTER INC
-$398.0K
821
-9%
清仓
—
GLOBALFOUNDRIES INC
-$395.4K
0
-100%
增持
CSCO
CISCO SYS INC
+$371.9K
16,992
+52%
增持
ITB
ISHARES TR
+$369.0K
11,414
+7%
建仓
KHC
KRAFT HEINZ CO
+$359.4K
10,237
清仓
TWI
TITAN INTL INC ILL
-$359.4K
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$358.3K
0
-100%
增持
STT
STATE STR CORP
+$350.9K
7,411
+80%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$350.3K
19,420
+6%
建仓
MELI
MERCADOLIBRE INC
+$348.8K
170
建仓
DNUT
KRISPY KREME INC
+$346.2K
32,235
增持
INTC
INTEL CORP
+$341.6K
43,671
+98%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$340.2K
83,757
+18%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$338.5K
23,139
+51%
增持
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$336.8K
79,940
+7%
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$335.9K
0
-100%
清仓
GLW
CORNING INC
-$332.3K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$324.3K
7,764
清仓
SNPS
SYNOPSYS INC
-$298.1K
0
-100%
建仓
TSN
TYSON FOODS INC
+$296.0K
4,969
清仓
MO
ALTRIA GROUP INC
-$293.5K
0
-100%
增持
USB
US BANCORP DEL
+$293.4K
14,656
+54%
增持
CAT
CATERPILLAR INC
+$291.6K
4,346
+3%
减持
—
EXXON MOBIL CORP
-$287.3K
8,088
-25%
增持
COWZ
PACER FDS TR
+$286.8K
19,439
+26%
建仓
RLTY
COHEN & STEERS REAL ESTATE O
+$282.2K
16,510
增持
WMT
WALMART INC
+$274.3K
11,894
+17%
建仓
HRL
HORMEL FOODS CORP
+$271.6K
8,567
增持
AVUV
AMERICAN CENTY ETF TR
+$269.2K
20,887
+8%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$269.1K
21,075
建仓
GM
GENERAL MTRS CO
+$268.9K
5,998
增持
C
CITIGROUP INC
+$264.8K
9,474
+83%
建仓
BP
BP PLC
+$261.6K
8,334
减持
ADI
ANALOG DEVICES INC
-$245.6K
7,633
-54%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$241.1K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$238.8K
5,583
增持
ORCL
ORACLE CORP
+$237.4K
4,445
+21%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$236.4K
11,554
增持
DBEF
DBX ETF TR
+$235.1K
45,322
+13%
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$234.6K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$234.4K
92,956
+1%
增持
ALL
ALLSTATE CORP
+$232.1K
5,125
+11%
清仓
TDC
TERADATA CORP DEL
-$230.2K
0
-100%
增持
EXI
ISHARES TR
+$229.9K
8,701
+10%
减持
NVDA
NVIDIA CORPORATION
-$227.9K
36,975
-3%
建仓
APP
APPLOVIN CORP
+$226.0K
1,731
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$224.3K
69,050
+9%
建仓
LNT
ALLIANT ENERGY CORP
+$222.2K
3,662
建仓
HMC
HONDA MOTOR LTD
+$219.2K
6,908
增持
VKTX
VIKING THERAPEUTICS INC
+$218.4K
8,759
+38%
建仓
WFC
WELLS FARGO CO NEW
+$216.2K
3,826
建仓
HSBC
HSBC HLDGS PLC
+$212.8K
4,710
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$208.7K
5,736
建仓
UBER
UBER TECHNOLOGIES INC
+$208.0K
2,767
建仓
ARCC
ARES CAPITAL CORP
+$207.5K
9,910
建仓
IVE
ISHARES TR
+$205.9K
1,044
增持
DFAR
DIMENSIONAL ETF TRUST
+$205.8K
56,165
+1%
增持
—
CHUBB LIMITED
+$205.4K
4,153
+7%
建仓
BMO
BANK MONTREAL QUE
+$205.4K
2,277
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$204.6K
14,442
建仓
TD
TORONTO DOMINION BK ONT
+$202.7K
3,205
建仓
IWN
ISHARES TR
+$200.1K
1,200
增持
ABBV
ABBVIE INC
+$197.6K
6,145
+4%
减持
—
MARATHON OIL CORP
-$192.8K
47,995
-6%
建仓
—
NOODLES & CO
+$192.6K
160,505
增持
TSLA
TESLA INC
+$192.5K
1,877
+24%
增持
RIO
RIO TINTO PLC
+$191.4K
5,554
+80%
增持
MEAR
ISHARES U S ETF TR
+$189.4K
23,917
+18%
建仓
AAL
AMERICAN AIRLS GROUP INC
+$185.7K
16,518
增持
AXON
AXON ENTERPRISE INC
+$179.7K
1,351
+10%
增持
ENB
ENBRIDGE INC
+$179.2K
35,672
+0%
减持
MRK
MERCK & CO INC
-$173.8K
15,034
-1%
增持
F
FORD MTR CO
+$167.2K
101,550
+41%
增持
KMI
KINDER MORGAN INC DEL
+$167.0K
75,100
+0%
增持
GCOW
PACER FDS TR
+$165.5K
18,272
+23%
增持
PPH
VANECK ETF TRUST
+$162.7K
12,030
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$162.6K
11,096
+3%
清仓
RUM
RUMBLE INC
-$161.0K
0
-100%
减持
S
SENTINELONE INC
+$159.8K
58,610
-1%
建仓
HUMA
HUMACYTE INC
+$158.7K
29,170
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$150.2K
22,700
+6%
增持
OKE
ONEOK INC NEW
+$149.9K
15,414
+0%
增持
CAVA
CAVA GROUP INC
+$149.4K
3,962
+8%
清仓
MPA
BLACKROCK MUNIYIELD PA QLTY
-$146.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$140.8K
4,681
-8%
建仓
—
LUCID GROUP INC
+$139.3K
39,461
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$135.7K
12,356
减持
VZ
VERIZON COMMUNICATIONS INC
-$135.6K
43,260
-14%
减持
IVV
ISHARES TR
-$132.6K
5,700
-9%
清仓
WBD
WARNER BROS DISCOVERY INC
-$129.2K
0
-100%
建仓
AVO
MISSION PRODUCE INC
+$129.1K
10,070
增持
GLD
SPDR GOLD TR
+$127.7K
3,042
+7%