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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 46
增持 48
减持 28
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
VBR
VANGUARD INDEX FDS
+$4.6M
41,251
+136%
增持
JAAA
JANUS DETROIT STR TR
+$4.5M
132,103
+200%
减持
USFR
WISDOMTREE TR
-$3.8M
170,168
-31%
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
SPDW
SPDR INDEX SHS FDS
+$3.6M
89,039
增持
XCEM
COLUMBIA ETF TR II
+$3.5M
116,885
+587%
建仓
SCHD
SCHWAB STRATEGIC TR
+$3.1M
116,816
减持
BILS
SPDR SERIES TRUST
-$3.0M
35,183
-46%
增持
SPYM
SPDR SERIES TRUST
+$2.5M
167,005
+19%
建仓
PSQ
PROSHARES TR
+$2.4M
72,371
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$2.4M
295,820
-24%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$2.3M
43,874
+118%
增持
SPAB
SPDR SERIES TRUST
+$2.1M
249,732
+47%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$1.9M
22,390
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$1.9M
204,530
+49%
减持
IWM
ISHARES TR
-$1.8M
6,297
-56%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.7M
110,188
+49%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$1.7M
161,590
+38%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.7M
23,465
+36%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.7M
12,608
-70%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.6M
27,280
+495%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.6M
63,797
+141%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$1.6M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.5M
7,374
+148%
建仓
JBBB
JANUS DETROIT STR TR
+$1.5M
31,182
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.5M
43,024
+40%
减持
AAPL
APPLE INC
-$1.4M
26,777
-3%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$1.4M
0
-100%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
建仓
VFQY
VANGUARD WELLINGTON FD
+$1.4M
9,831
增持
FNDF
SCHWAB STRATEGIC TR
+$1.4M
101,382
+24%
清仓
DFAR
DIMENSIONAL ETF TRUST
-$1.3M
0
-100%
清仓
S
SENTINELONE INC
-$1.3M
0
-100%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
清仓
CSWC
CAPITAL SOUTHWEST CORP
-$1.2M
0
-100%
减持
QUAL
ISHARES TR
-$1.2M
8,390
-46%
减持
SPYV
SPDR SERIES TRUST
-$1.2M
40,910
-37%
清仓
KD
KYNDRYL HLDGS INC
-$1.0M
0
-100%
建仓
SPYD
SPDR SERIES TRUST
+$1.0M
24,360
增持
WMT
WALMART INC
+$1.0M
23,261
+68%
增持
CEG
CONSTELLATION ENERGY CORP
+$988.0K
4,197
+156%
增持
NVDA
NVIDIA CORPORATION
+$984.1K
37,925
+2%
增持
TSLA
TESLA INC
+$968.2K
5,415
+191%
清仓
KR
KROGER CO
-$967.0K
0
-100%
建仓
QBTS
D-WAVE QUANTUM INC
+$961.9K
65,701
清仓
UNH
UNITEDHEALTH GROUP INC
-$944.4K
0
-100%
建仓
CRWV
COREWEAVE INC
+$935.5K
5,737
清仓
VXUS
VANGUARD STAR FDS
-$934.9K
0
-100%
减持
IWF
ISHARES TR
-$899.3K
12,547
-19%
建仓
MDIV
FIRST TR EXCHANGE TRADED FD
+$898.0K
56,800
清仓
VYMI
VANGUARD WHITEHALL FDS
-$895.4K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$859.4K
29,421
建仓
BROS
DUTCH BROS INC
+$850.1K
12,434
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$849.3K
3,664
-80%
增持
GWX
SPDR INDEX SHS FDS
+$846.5K
57,729
+38%
清仓
COP
CONOCOPHILLIPS
-$842.1K
0
-100%
增持
IAU
ISHARES GOLD TR
+$795.1K
16,117
+280%
减持
UPS
UNITED PARCEL SERVICE INC
-$783.7K
19,383
-11%
减持
CSCO
CISCO SYS INC
-$756.6K
2,993
-82%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$754.6K
67,443
-34%
增持
ANET
ARISTA NETWORKS INC
+$754.3K
17,591
+86%
减持
HD
HOME DEPOT INC
-$743.5K
1,974
-48%
增持
DFAX
DIMENSIONAL ETF TRUST
+$716.5K
47,965
+72%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$712.7K
102,900
+6%
建仓
—
HESS CORP
+$706.6K
5,100
清仓
NTRS
NORTHERN TR CORP
-$702.1K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$698.8K
1,655
-46%
清仓
SCHO
SCHWAB STRATEGIC TR
-$686.8K
0
-100%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$675.1K
0
-100%
建仓
PSTG
PURE STORAGE INC
+$666.8K
11,581
建仓
TEM
TEMPUS AI INC
+$665.8K
10,479
清仓
LAKE
LAKELAND INDS INC
-$650.0K
0
-100%
减持
IWP
ISHARES TR
-$645.9K
18,204
-27%
减持
CALF
PACER FDS TR
-$643.8K
11,066
-55%
建仓
IONQ
IONQ INC
+$640.5K
14,905
增持
BP
BP PLC
+$640.3K
28,356
+302%
减持
MINT
PIMCO ETF TR
-$619.2K
12,653
-33%
增持
TFLO
ISHARES TR
+$609.9K
54,444
+28%
增持
JPM
JPMORGAN CHASE & CO.
+$590.1K
11,325
+1%
减持
JOET
VIRTUS ETF TR II
-$575.2K
45,430
-29%
增持
IVV
ISHARES TR
+$573.5K
5,467
+14%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$559.9K
128,090
+2%
建仓
SBUX
STARBUCKS CORP
+$556.3K
6,071
增持
NFLX
NETFLIX INC
+$544.2K
644
+80%
减持
MSFT
MICROSOFT CORP
+$533.0K
10,803
-6%
建仓
ABNB
AIRBNB INC
+$527.2K
3,984
建仓
TM
TOYOTA MOTOR CORP
+$516.6K
2,999
减持
MRK
MERCK & CO INC
-$512.2K
12,908
-16%
增持
USB
US BANCORP DEL
+$508.3K
25,491
+89%
增持
ANGL
VANECK ETF TRUST
+$504.6K
50,783
+48%
增持
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$490.0K
41,529
+30%
建仓
JEF
JEFFERIES FINL GROUP INC
+$489.5K
8,950
建仓
FNDX
SCHWAB STRATEGIC TR
+$463.4K
18,883
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$461.4K
9,998
减持
ADI
ANALOG DEVICES INC
-$457.6K
9,923
-32%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$451.0K
10,646
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$448.4K
22,670
+53%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$443.5K
8,902
建仓
VNQ
VANGUARD INDEX FDS
+$442.2K
4,966
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$437.8K
7,272
-1%
增持
AXON
AXON ENTERPRISE INC
+$428.7K
1,255
+22%
建仓
SFD
SMITHFIELD FOODS INC
+$418.0K
17,766
建仓
CSX
CSX CORP
+$402.8K
12,343
清仓
LUV
SOUTHWEST AIRLS CO
-$393.5K
0
-100%
建仓
TMDX
TRANSMEDICS GROUP INC
+$385.8K
2,879
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$382.2K
4,932
建仓
TROW
PRICE T ROWE GROUP INC
+$373.6K
3,872
建仓
PAYS
PAYSIGN INC
+$370.6K
51,476
建仓
SYY
SYSCO CORP
+$368.4K
4,864
清仓
—
NORDSTROM INC
-$366.0K
0
-100%
清仓
HPQ
HP INC
-$360.4K
0
-100%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$357.1K
18,243
+64%
增持
GE
GE AEROSPACE
+$356.3K
2,410
+52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$347.6K
7,365
+3%
清仓
TTD
THE TRADE DESK INC
-$346.4K
0
-100%
建仓
SGOV
ISHARES TR
+$341.7K
3,394
建仓
AI
C3 AI INC
+$341.2K
13,886
减持
STT
STATE STR CORP
-$340.7K
2,913
-56%
增持
DFAC
DIMENSIONAL ETF TRUST
+$340.4K
100,579
+7%
建仓
BCE
BCE INC
+$339.0K
15,292
增持
CMCSA
COMCAST CORP NEW
+$338.4K
17,432
+131%
增持
LONZ
PIMCO ETF TR
+$335.5K
15,902
+71%
建仓
BUZZ
VANECK ETF TRUST
+$335.4K
11,076
建仓
SNOW
SNOWFLAKE INC
+$328.5K
1,468
增持
VDE
VANGUARD WORLD FD
+$328.0K
5,776
+95%
增持
MELI
MERCADOLIBRE INC
+$327.4K
217
+54%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$319.7K
196,457
-7%
增持
SPMD
SPDR SERIES TRUST
+$310.5K
22,036
+36%
建仓
COWG
PACER FDS TR
+$309.7K
8,821
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$302.6K
0
-100%
清仓
RIO
RIO TINTO PLC
-$300.6K
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$294.8K
2,625
-53%
建仓
ESGU
ISHARES TR
+$288.6K
2,133
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$288.3K
105,399
+10%
减持
—
NXP SEMICONDUCTORS N V
-$287.2K
1,140
-56%
增持
GOOGL
ALPHABET INC
+$285.8K
24,879
+15%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$285.2K
560
建仓
CCJ
CAMECO CORP
+$281.3K
3,790
增持
META
META PLATFORMS INC
+$280.8K
1,832
+0%
建仓
AXP
AMERICAN EXPRESS CO
+$279.8K
877
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$272.5K
24,882
+26%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$270.5K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$270.3K
2,291
清仓
IJH
ISHARES TR
-$267.1K
0
-100%
清仓
XHB
SPDR SER TR
-$265.8K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$264.0K
29,443
-0%
建仓
IXUS
ISHARES TR
+$263.1K
3,403
清仓
TGT
TARGET CORP
-$261.7K
0
-100%
建仓
RBLX
ROBLOX CORP
+$259.5K
2,467
建仓
CBOE
CBOE GLOBAL MKTS INC
+$259.5K
1,113
